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 34
Introduction
00:00 • 2min
The Story of Crypto, the Story of Macro
01:52 • 2min
I've Been Very Disappointed and Largely Caught Off Guard With FTX
03:51 • 2min
Is Crypto Going Away?
06:10 • 1min
The Banquet of Consequences
07:40 • 3min
I Think the Bottom Is in for Crypto but I Don't Think It's in for Equities
10:43 • 4min
Bitcoin and Crypto Prices Over the Next 12 Months
15:07 • 2min
The Second Caveat of Crypto Summer
16:46 • 2min
The Market Is Going to Be the King of Trading and the Market Will Be the New King of ETF's
18:44 • 4min
Stablecoins Continue to Be the Most Exciting Use Case for Cryptocurrency Growth
22:33 • 5min
I Don't Want to Shift All the Way to Sinister but I Got to Add Some Sinister
27:24 • 3min
Central Bank Digital Currency Is Not Positive for Anything
30:10 • 2min
Central Bank Digital Currency Is Not Positive for the Space
32:23 • 2min
Is Uniswap Going to Be the Major Business Model for Dfi?
33:56 • 3min
Is It Going to Be Mev in Extracting Uh Profits by Transactions?
36:29 • 2min
I Think the Biggest Criticism of Dfi Tokens Is the Lack of Regulatory Uncertainty
38:46 • 2min
Then There's a Token That Doesn't Exist
41:11 • 2min
DeFi Yields Are Lower Than Treasuries
42:56 • 3min
Are You a Teenager or a Nine-Year-Old?
45:48 • 2min
I Love Your Point About Composability Is Your Worst Enemy
47:33 • 3min
The Cryptocurrency Bear Market Can't End Until Doge and Shiva Are Zero
50:14 • 2min
The Flippening of E Versus Bitcoin
51:45 • 2min
Is Bickling in a Theory or Is It a Stacked Protocol Stack?
53:32 • 2min
Bickling Is Going to Have to Break Its Hard Cap and Tail Emissions
55:25 • 2min
Bitcoin Is the Only Money That Exists in the World
57:31 • 3min
Bitcoin vs the Theory
01:00:56 • 2min
Cryptocurrency Miners - Is There a Bitcoin Minor Capitulation?
01:03:24 • 3min
I Think It's the End of the Hot Wallet
01:06:11 • 3min
I Think It's the End of Paying for Bitcoin Minor
01:08:57 • 3min
Cryptocurrency Wallets - What's to Stop Them From Building Their Own Chain?
01:11:31 • 2min
Privacy Coins Privacy Tokens Privacy Protocols
01:13:55 • 3min
I Think We're Gonna See a Rise of Skilled Labor in the Crypto Space
01:16:44 • 3min
Your on Chain Activity Has Value
01:19:14 • 2min
The Best Hour of My Week
01:21:21 • 2min