Forward Guidance

Crypto’s 2023 “Health Check” | Vance Spencer

Jan 6, 2023
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1
Introduction
00:00 • 2min
2
Uniswap, FedEx, and Kerb - What's the First Thing That Gives You Pause?
02:12 • 3min
3
What Made You Uncomfortable About San Megan Fried?
04:57 • 3min
4
Serum
07:33 • 2min
5
Solana and Sandbakman Free - What's the Relationship?
09:41 • 3min
6
Crypto Health Check
12:59 • 3min
7
Is Crypto Still a Scapegoat?
15:44 • 3min
8
Cryptocurrency
18:27 • 2min
9
Ethereum - What Are the Valuation Metrics?
20:40 • 4min
10
Blockworks Permissionless Event in Austin, Texas
24:54 • 3min
11
Genesis and the Graceville Bitcoin Trust
27:38 • 3min
12
What's the Difference Between a Premium and a Discount?
30:24 • 2min
13
How Did Celsius Get 10% Yield on Bitcoin?
32:11 • 3min
14
Is Bitcoin a Toxic Asset?
34:52 • 3min
15
Bitcoin Miners Don't Hedge, Do They?
37:42 • 2min
16
Is Ethereum Money?
39:17 • 2min
17
How Much Free Cash Flow Does ETH Generate?
41:09 • 3min
18
Is ETH More Valuable Than It Was at the Peak?
44:08 • 3min
19
Tether, Is It All Stablecoins?
47:32 • 3min
20
Investing in a Bear Market for Cryptocurrency?
50:25 • 2min
21
Crypto Games - The Thing That Will Bring in a Billion Users Over the Next Two Years?
52:35 • 4min
22
Is the Metaverse Different From NFTs?
56:29 • 2min
23
FTX - The Biggest Metaverse Platform
58:56 • 3min
24
The Market Is Just Changing Dramatically
01:01:32 • 2min
25
Is Dogecoin the Most Overrated Cryptocurrency?
01:03:12 • 2min
26
Cryptocurrency and Bitcoin - What's Pithianism?
01:05:28 • 2min