Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33
Introduction
00:00 • 3min
Silicon Valley Bank - What Did the Weekend Look Like?
03:06 • 4min
Is There a Legal Event That Triggers Payroll?
07:05 • 2min
Is This a Bailout?
09:32 • 2min
I'm Bullish on the US Economy or on Asset Prices?
11:25 • 3min
Is the Crypto Economy a Bullish or a Bearish Perspective?
14:27 • 2min
Is the Stress in the Banking Sector Enough for the Federal Reserve to Take Its Foot Off the Gas?
16:50 • 2min
Is USDC Worth the Risk of Holding Now?
18:28 • 3min
Keeping USDC in Coinbase Prime or Anchorage?
21:18 • 2min
Cryptocurrency
23:09 • 3min
Signature Bank
25:49 • 2min
Signature Silvergate? What's the Number?
27:28 • 2min
The Biggest Crypto News to Happen in the Last Seven Days?
29:01 • 2min
Uniswap's Air Drop for 12%?
30:48 • 2min
Is the Air Drop to Users Really a Good Idea?
32:38 • 2min
The Value Capture Angle Is Not the Same as Bitcoin's 21 Million Cap
35:03 • 2min
The Value of a Token Over the Lifetime
36:53 • 2min
DeFi OGs, Synthetics, Curve, Lido, and Curve - What Do You Think Will Be Profitable?
38:51 • 2min
DeFi 2.0 Is Going to Be About Cash Flows
40:22 • 2min
How Much TVL Does It Take to Produce $1?
42:01 • 2min
AirDrop vs Arbitrum Orbit - What's the Difference?
43:40 • 2min
Cosmos Intenderment - App Chain Thesis
45:21 • 1min
What's the Challenge of Governance?
46:49 • 2min
Silicon Valley Bank Is a Weird Perverse Situation
48:27 • 2min
The Fed and the FDIC Are Just Going to Backstop Everything
50:14 • 2min
Cryptocurrency Is Like, That's Why I Feel Good
51:56 • 2min
Is the ETH BTC Ratio Going the Other Way?
53:35 • 3min
Stu Zu Is Back to Bull Posting
56:44 • 2min
Is FTX Covering My Expenses?
58:18 • 2min
DeFi 1.0 and DeFi 2.0 - What's the Best?
59:49 • 2min
Are You a Founder of a Venture Company?
01:01:46 • 2min
Is There a Dump in 2022?
01:03:52 • 2min
Is the Fed Forecast of Inflation Going to Work Its Way Out?
01:05:27 • 2min