Nov 30, 2022
Mahesh Ramakrishnan of Escape Velocity joins the show. In this episode we discuss:
- Mahesh’s career in traditional financial services and the path that led him to launching Escape Velocity.
- The decentralized wireless market and how it is likely to evolve.
- How tokenized protocols and USD stablecoins are likely to...
Nov 28, 2022
Mike Belshe, co-founder and CEO of BitGo joins the show. In this episode we discuss:
- Mike’s thoughts on FTX and the unfolding fraud case.
- His views on crypto market structure and how it is likely to evolve in the face of the FTX collapse.
- The regulatory landscape and the path forward for spot market regulation.
- Views...
Nov 24, 2022
Matt and Nic return for a Thanksgiving episode of OTB. In this episode:
- Liz Warren writes her first good letter ever?
- SBF is striking a defiant tone
- Sam’s new letter to employees
- Is the Alameda/FTX situation really that complicated?
- Sam’s parents bought tens of millions worth of Bahamas property
- The Bahamas steps...
Nov 21, 2022
Travis Scher, co-founder of North Island Ventures joins the show. In this episode we discuss:
- Travis’ investing career including his tenure at DCG and his path to founded North Island Ventures.
- How Travis initially met SBF and his reasons for passing on the deal.
- Analysis of the bankruptcy process and the likely...
Nov 18, 2022
Matt and Nic return for another week of news and deals. In this episode:
- Matt’s blog post, ‘It’s Time to Grow Up’
- The Alameda - FTX relationship was always sketchy
- Would FTX ever have been able to go public?
- Why don’t we have decent disclosure for token emissions?
- How do we put this crisis to use?
- John...