On The Brink with Castle Island

Weekly Roundup 07/22/22 (More insider trading, SEC regulates via enforcement, more 3AC shenanigans) (EP. 335)

Jul 22, 2022

42:52

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Highlights

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Episode notes

A M B v Is Just a Feature of Public Ans?

01:57

The Etherimerged Narrative Is a Powerful One

02:02

Coin Base and Cryptopeams Charged a Former Product Manager

02:49

Introduction

2min

The Tesos I S E.

2min

The Credit Crunch Is Not the End of Crypto Lending

3min

A Superdown Super Cycle?

2min

Is There a Role for Credit Creation in Cryptocurrencies?

2min

Is That a Real Investment Firm?

2min

Cryptocurrency Investing - Is Block Damon Getting Taken Off the Board?

2min

Three Arrows - What's E Going to Do?

3min

The Block Chain Dot Com - The Real Juicy Stuff

2min

10.

What's Going to Happen to the TPS Capital Fund?

3min

11.

What's the Smoking Gun?

2min

12.

The Daisy Chain Continues With Babble

2min

13.

Terra Not to Be Forgotten in This Crypto Ase

3min

14.

Coin Base and Cryptopeams Charged a Former Product Manager

3min

15.

Coinbase

3min

16.

C C - What Happens if You're a Developer of a Cryptocurrency Protoco?

2min

17.

Cryptocurrences - Is the Bottom In?

2min

18.

The Etherimerged Narrative Is a Powerful One

2min

19.

A M B v Is Just a Feature of Public Ans?

2min

20.

Christie's Art Venture

2min

(Reuploaded, fixed audio)

Matt and Nic return for news and deals of the week. In this episode:

Inert ETH from the crowdsale?
Why the credit crunch is like the European panic of 1772
Should we bring back full-liability banks?
Are Bitcoiners wrong to reject fractional reserve banking?
1000 pages of 3AC intrigue
Genesis had 2.6b gross exposure to 3ac
The 3AC blockchain .com transcripts
More 3AC shenanigans are revealed
Secret exchange insolvencies
Coinbase insider trading scandal
The SEC regulates by enforcement
Gensler is getting a lot of heat
Is the bottom in?
What is MVRV telling us right now?
What is the issue with ETH yield being related to MEV?
Can MEV be addressed?
Paul Krugman admits he was wrong about inflation
Christie's launches a venture arm

Content mentioned:

Nic in Coindesk, The Credit Crunch is not the End of Crypto Lending
SEC insider trading complaint
Coinbase blog post on the SEC
Paul Krugman, I was wrong about inflation

Sponsor notes:

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