Galaxy Brains

Bitcoin Miami w/ Drew Armstrong (Cathedra) and Thomas Pacchia (Pubkey)

May 26, 2023

51:19

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Episode notes

Introduction

2min

The Debt Ceiling Debate

2min

The Fed's Call for an Additional Two-Rate Hikes

2min

The US Economy Is Cooling, but Is It Cooling Fast Enough to Bring Inflation Down?

2min

The Cost of Retrofitting Old Buildings

2min

The Impacts of a Sales Force Building in San Francisco

2min

The Impact of Student Loan Repayments on Q4

2min

Bitcoin's Supply Dynamics in Q2

2min

Bitcoin Should Perform Well in a Debt Ceiling Scenario

2min

10.

Bitcoin: A Risk Asset

2min

11.

The Negative Effects of Cryptocurrencies on Bitcoin Value

2min

12.

Bitcoin 2023: A Wild Day

2min

13.

The Disjointed 90s Bus

3min

14.

The Death of Ordinal Activists

2min

15.

The Negative Consequences of Ordinals

2min

16.

The Risks of Fungibility in Bitcoin

2min

17.

The Risks of Cryptocurrency in Bitcoin

2min

18.

The Pros and Cons of Crypto Inscriptions

2min

19.

The Importance of Good Faith in Bikorn

2min

20.

The Evolution of Bikorn Business

2min

21.

How to Be a Successful Bikorn Business

2min

22.

The Reality of Cryptocurrency Venture Capital

2min

23.

The Perverse Incentives of Cryptocurrency

2min

24.

The Irony of the ICO Being an Illegal Securities Offering

2min

25.

The Toxic Bitcoin Maximalism Narrative

2min

26.

The Bitcoin Maximist

3min

27.

How to Manage Risk Management in Cryptocurrencies

2min

Alex interviews Drew Armstrong (Cathedra Bitcoin) and Thomas Pacchia (Pubkey) on the Pubkey Bus at the Bitcoin 2023 conference in Miami Beach. He also talks macro with Beimnet Abebe (Galaxy Trading).

Watch Alex speak on the main stage at Bitcoin 2023 about bitcoin credit & lending markets.

https://youtu.be/5dgTrW8dH9s

This episode was recorded on Wednesday, May 24, 2023.

Follow us on Twitter, @glxyresearch, and read our research at www.galaxy.com/research/ to learn more! This podcast, and the information contained herein, has been provided to you by Galaxy Digital Holdings LP and its affiliates (“Galaxy Digital”) solely for informational purposes. View the full disclaimer at www.galaxy.com/disclaimer-galaxy-brains-podcast/

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