Dec 1, 2023
Nic and Matt return for news and deals. In this episode:
- CZ must stay in the US until sentencing
- The SEC is looking into Binance US
- In kind versus cash creations for ETFs
- The Major Questions Doctrine
- FDIC scandal keeps rumbling
- Is there a world where GBTC doesn’t get converted?
- Elizabeth Warren versus...
Nov 23, 2023
Matt and Nic return for a Thanksgiving episode. In this edition:
- Fidelity files for an ETH spot ETF
- The SEC sues Kraken
- Javier Milei wins – and prospects for dollarization
- Stablecoins versus dollar liabilities in emerging markets
- Prediction markets do well in the Argentine election
- We digest the OpenAI scandal and...
Nov 17, 2023
Matt and Nic are back with another week of news and deals. In this episode:
- Tail risks with the Bitcoin ETF
- Are SBF’s parents off the hook?
- The FDIC is embroiled in scandal
- Should Marty Gruenberg step down?
- Tokenized bank deposits versus stablecoins
- What’s wrong with the third party doctrine
- SAB121 under...
Nov 15, 2023
The boys join forces with Alex Thorn of Galaxy Brains for a special live episode at the Pubkey bar in NYC.
In this episode:
- Galaxy's Beimnet Abebe joins for market color
- Bloomberg's James Seyffart opinions on Bitcoin ETF prospects
- The WSJ/Hamas affair
- Audience Q&A
With special thanks to the Galaxy team for...
Nov 10, 2023
Matt and Nic return for another episode of news and deals. In this episode:
- WSJ bounty updates
- Will Euro stablecoins take off?
- SBI and Standard Chartered start a crypto infrastructure fund
- SEC opens talks with Grayscale over the GBTC conversion
- Kraken is exploring the creation of an L2
- SEC staff can’t own crypto
- FTX...