The Rollup Liquidity Rotation, a16z Twitter Hacked, State of Venture in 2025, Nobitex Hacked, AI Agents & Commerce, ZK Rollups and Infra with Jake Ostrovski, Regan Bozman, RJ, Sid Powell and Bobby Ghoshal
Jun 19, 2025
Join Sid Powell, CEO of Maple Finance, Regan Bozman of Lattice Capital, Bobby Ghoshal from Dupe, and Jake Ostrovski of Wintermute for an enlightening discussion on the crypto landscape. They delve into the explosive growth of stablecoins and their potential to reshape payments globally. Cybersecurity issues like the a16z Twitter hack highlight the industry's vulnerabilities. The experts also analyze market trends, the impacts of AI on commerce, and the evolution of decentralized finance, offering valuable insights into future trading strategies.
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Episode notes
Market Awaiting New Catalysts
- Markets feel compressed and are awaiting new catalysts amid geopolitical tensions.
- Bitcoin volatility has decreased despite spot price fluctuations and institutional activity.
Options vs Perpetuals Distinction
- Options and perpetual swaps serve distinct market needs despite overlap.
- Options provide insurance-like protection not fully replaced by perps' linear payoffs.
Wintermute and Twitter Misconceptions
- Wintermute trading team largely avoids deep engagement on Twitter amid misinformation.
- Public perception often misses the regulated, traditional finance-like standards they operate under.