Sep 29, 2025
Mark Coe, the Founder and CIO of Intrinsic Edge Capital Management joins the show. In this episode we discuss:
- Mark’s background and path that led him to founding Intrinsic Edge Capital Management.
- The Intrinsic Edge Digital Infrastructure Fund, a fund that was launched four years ago to focus on companies in the...
Weekly Roundup 09/26/25 (Tether worth $500b?, Cloudflare’s stablecoin, DAT insider trading) (EP.669)
Sep 26, 2025
Matt and Nic are back for another week of news and deals. In this episode:
- We review the Coin Center dinner
- Tether is going out to raise at $500b
- Cloudflare wants to launch a stablecoin for agentic payments and launches the 402 protocol
- Circle is thinking about reversible transactions
- BitGo files for an S1
- Strive...
Sep 22, 2025
Wyatt sits down with Felipe Montealegre and Noah Goldberg of Theia Capital, a fund investing actively in liquid crypto tokens with strong fundamentals. In this episode:
- What drives crypto market valuations? Fundamentals or supply of capital?
- The imbalance between venture vs hedge fund activity in...
Sep 19, 2025
Matt and Nic are back for another week of news and deals. In this episode:
- The SEC approves generic listing standards for cryptoassets
- Gensler loses a year’s worth of text messages
- BoE wants to limit stablecoin exposure to £20k
- Tether launches USAT
- Coinbase is exploring a Base token
- Binance nears the end of DoJ...
Sep 16, 2025
Walt joins the podcast to discuss the current state of Bitcoin and what is investable in and around the Bitcoin ecosystem. In this episode:
- Austrian economics and Bitcoin
- Bitcoin's strengths and limitations when it comes to innovation and durability
- The modern role of decentralization and trust
- Whether nation-states...