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In this episode of Empire, Jason and Mike are joined by Dan Matuszewski (CMS Holdings) & Avi Felman (GoldenTree). If you don't know these two names, don't forget them - two of the best traders and sources of alpha in crypto.
This episode is one of my favorites yet; check out the highlights below:
- Is macro crypto's master
- This will lead to crypto's divergence with Macro
- How will ETH perform with the merge
- What are the new, hidden narratives
- The tradeoff between CeFi and DeFi
- Is DeFi ready to take off
- Retail open-term lending is dead
- Regulators have two options
- Why VCs are in trouble
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(00:00) Introduction
(01:08) The intersection of macro & crypto
(12:47) How Will ETH's Price React to the Merge?
(17:50) New Narratives & Market Leverage
(25:28) A Catalyst for DeFi
(29:10) What's About to Happen in CeFi?
(31:37) Your DeFi Project Isn't Sexy
(35:45) Can DeFi Tokens Accure Value?
(41:23) Why You Should Avoid Low Float Tokens
(44:27) VCs Are In Trouble
(49:20) Avi and Dan Run Wild
(51:06) Wrapping Things Up
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Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
