Audio from the September 27, 2022 installment of “Polygon Alpha” with Leighton Cusack - Co-founder of the PoolTogether Protocol.LinkTree - https://linktr.ee/polygonalphapodcastPolygon Alpha Shorts - https://tinyurl.com/PolygonAlphaShortsYouTube - https://www.youtube.com/c/PolygonTVApple - Follow the show on Apple Podcast!Spotify - Follow the show on Spotify!RSS feed - https://api.substack.com/feed/podcast/863588.rssPoolTogether Protocol - PoolTogether is a prize savings protocol, enabling you to win by saving. - Deposit USDC for a chance to win - Participate in daily prize draws - Withdraw your deposit any time - even if you don't win! - Every dollar you deposit gives you a chance to win prizes. The more you save, the higher your odds! - PoolTogether is one of the first and most widely used DeFi (Decentralized Finance) applications and has been live for over three years. - Since its inception, the protocol distributed over $5 million in prizes to depositors. The luckiest winner so far deposited $74 and won over $40,000. - This is possible because prizes are made up of the interest that accrues on all deposited funds: 🏦 Users deposit into the network 📈 Yield accrues on all deposits 🏆 The yield is randomly awarded as prizes to the users. - PoolTogether is a Prize Linked Savings account powered by the blockchain. It's: a) Provably fair - Prize draws at PoolTogether are transparent: anyone can confirm who won, when, and why. b) Globally accessible - The protocol empowers everyone to save. It offers a level playing field where every user enjoys the same conditions. c) Fully non-custodial - No one but you has access to your deposited funds. PoolTogether is non-custodial, meaning users can redeem their money from the pool at any time. d) Open-source & secure - The protocol is made up of computer software: smart contracts living on the blockchain. The code is open-source for everyone to verify and validate. On top of that PoolTogether undergoes regular audits. e) Decentralized - PoolTogether is user-owned and user-driven. Control over the protocol rests in the hands of the community holding the POOL token. Find out more about governance - Prizes are generated on the interest earned on deposited funds. - When a deposit is made into PoolTogether that deposit is automatically routed to other decentralized finance protocols like Aave to begin earning interest. - Protocols like Aave are "fully liquid" meaning deposits can be withdrawn at any time. - Additionally, interest accrues every ~15 seconds. Anyone who borrows from Aave must deposit collateral that is greater in value than what they are borrowing. - This ensures that loans are never defaulted on. - PoolTogether is a non-custodial protocol. - That means no one has the ability to control the funds deposited. - All deposits and withdraws are conducted automatically by the smart contracts making up the PoolTogether protocol.Host: Justin Havins aka Crypto TexanAV Engineer: Aaron PettijohnPolygon official channel:Website: polygon.technologyTwitter: twitter.com/0xPolygonTelegram Community: t.me/polygonofficialTelegram announcement: t.me/PolygonAnnouncementsReddit: www.reddit.com/r/0xPolygon/Discord: discord.com/invite/polygonFacebook: www.facebook.com/0xPolygon.Technology/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit polygonalpha.substack.com

Audio from the September 23, 2022 installment of “Polygon Alpha” with Boyan Barakov & Daigaro Cota - Co-founders of Fuji Protocol.LinkTree - https://linktr.ee/polygonalphapodcastPolygon Alpha Shorts - https://tinyurl.com/PolygonAlphaShortsYouTube - https://www.youtube.com/c/PolygonTVApple - Follow the show on Apple Podcast!Spotify - Follow the show on Spotify!RSS feed - https://api.substack.com/feed/podcast/863588.rssFuji Protocol - Many protocol aggregators already exist on the subject of decentralized exchanges and yield optimization. - However, practical lending-borrowing aggregators with a focus on minimizing cost for borrowers still do not exist. - Fuji sets out on a mission to fix this. - The idea of a lending-borrowing aggregator was born during ETHGlobal "MarketMake" hackathon in January 2021, where the founders met. - Problems DeFi borrowers face today include: 1) High volatility - Variable rates change constantly due to market supply and demand. Users who choose to borrow from the cheapest provider today can find themselves paying a lot more interest just a few days after. 2) High management costs - Managing a debt position is time-consuming. It requires resources to monitor borrowing rates and to take appropriate actions based on market conditions. High gas fees increase transaction costs. - Fuji DAO built the first borrowing aggregator. - It aims to optimize loan expenses for DeFi users. - The protocol achieves this by constantly monitoring borrow markets and whenever there is a better rate, it automatically refinances the whole pool of debt. - The advantages of Fuji compared to interacting directly with a base protocol are: 1) cost optimization - minimize the interest paid by borrowers 2) economics of scale - pooling funds together reduce the transactional costs by sharing fixed costs 3) time-saving - removal of constant attention users need to pay to find optimal rates 4) smooth UX - manage easily all debt positions from one place - Fuji DAO creates vaults where users deposit a single asset as collateral and borrow against it another asset. - For example, in the ETH/DAI vault, users deposit ETH and borrow DAI. - Thus, isolating debt positions allows for better risk management and the most effective interest rate optimizations. - When users borrow from a Fuji vault, the needed liquidity gets sourced directly from the base protocol proposing the best rate (Compound, Aave, dYdX, and more to come). - The protocol keeps track of users' individual positions and assures the overall vault's health through a classical liquidation mechanism. - To avoid liquidation, users need to maintain the proportion of their debt to the amount of collateral they provided above a certain threshold. - When market conditions change and there's a provider with a lower borrow rate for a certain asset, the protocol triggers a rebalance operation and refinances the whole position of the vault. - In that way, users instantaneously get a better rate on their loans without the need to take any action on their side.Host: Justin Havins aka Crypto TexanAV Engineer: Aaron PettijohnPolygon official channel:Website: polygon.technologyTwitter: twitter.com/0xPolygonTelegram Community: t.me/polygonofficialTelegram announcement: t.me/PolygonAnnouncementsReddit: www.reddit.com/r/0xPolygon/Discord: discord.com/invite/polygonFacebook: www.facebook.com/0xPolygon.Technology/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit polygonalpha.substack.com

Audio from the September 13, 2022 installment of “Polygon Alpha” with Dave Connor, co-founder & Ashar Shahid, core protocol developer at API3.LinkTree - https://linktr.ee/polygonalphapodcastPolygon Alpha Shorts - https://tinyurl.com/PolygonAlphaShortsYouTube - https://www.youtube.com/c/PolygonTVApple - Follow the show on Apple Podcast!Spotify - Follow the show on Spotify!RSS feed - https://api.substack.com/feed/podcast/863588.rssAPI3 - API3 is a collaborative project to deliver traditional API services to smart contract platforms in a decentralized and trust-minimized way. - It is governed by a decentralized autonomous organization (DAO), namely the API3 DAO. Therefore, its code is open source and its operations are transparent. - The vast majority of the external integrations that decentralized applications need are to commercial Web APIs that traditional businesses have built to monetize their data and services. - Therefore, what is widely known as the oracle problem is in practice an API connectivity problem. - Existing oracle solutions fall short because they fail to make this distinction, resulting in inferior solutions that depend on third-party oracles and ecosystems that exclude API providers. - By refining the definition of the problem, API3 aims to provide a much more optimal solution. - At its core, API3 brings the ability for API providers to easily run their own oracle nodes. - This allows them to provide their data on-chain, without an intermediary, to any decentralized app (dApp) interested in their services. - At the heart of this mechanism sits Airnode, an open-source oracle node. - It's designed to be easily deployed by any API provider with almost no maintenance. - Because of Airnode, dApp developers can write smart contracts to interact with the on-chain data of API providers. - Airnode is designed with mechanisms to remove the on-chain or off-chain concerns of API providers. - The set-and-forget framework of Airnode is all about ease of implementation.Host: Justin Havins aka Crypto TexanAV Engineer: Aaron PettijohnPolygon official channel:Website: polygon.technologyTwitter: twitter.com/0xPolygonTelegram Community: t.me/polygonofficialTelegram announcement: t.me/PolygonAnnouncementsReddit: www.reddit.com/r/0xPolygon/Discord: discord.com/invite/polygonFacebook: www.facebook.com/0xPolygon.Technology/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit polygonalpha.substack.com

Audio from the September 8, 2022 installment of “Polygon Alpha” with Nicholas Fett - CTO at the Tellor Oracle Protocol.LinkTree - https://linktr.ee/polygonalphapodcastPolygon Alpha Shorts - https://tinyurl.com/PolygonAlphaShortsYouTube - https://www.youtube.com/c/PolygonTVApple - Follow the show on Apple Podcast!Spotify - Follow the show on Spotify!RSS feed - https://api.substack.com/feed/podcast/863588.rssTellor Oracle Protocol - Tellor is a decentralized oracle protocol that incentivizes an open, permissionless network of data reporting and data validation, ensuring that data can be provided by anyone and checked by everyone. - Built for any data type, our network of reporters supports your basic spot prices, more sophisticated pricing specs (TWAP/VWAP), Snapshot Vote Results, or any custom data needs you have. - If your data can be verified, Tellor can bring it on-chain. - Blockchains such as Ethereum only have access to a limited amount of information. They are great for tracking an account's cryptocurrency balance, for example. - If you want your smart contracts to use information about the outside world such as cryptocurrency prices, sporting events, or weather, that data has to be put on chain somehow. - One way of solving this problem is by having a single whitelisted address submit this data on-chain. - This creates a central point of weakness in a protocol, however, as this single address could fail or be malicious. - Tellor solves this problem by aligning the incentives of data reporters, data consumers, and Tellor token holders. - In brief, anyone can deposit a stake and report data. For a period of time, anyone can pay a dispute fee to challenge any piece of data. - Tellor stakeholders vote to determine the outcome of the dispute. If the data reporter loses the dispute, the reporter's stake goes to the disputing party. - This creates a system where bad actors are punished and good actors are rewarded.Host: Justin Havins aka Crypto TexanAV Engineer: Aaron PettijohnPolygon official channel:Website: polygon.technologyTwitter: twitter.com/0xPolygonTelegram Community: t.me/polygonofficialTelegram announcement: t.me/PolygonAnnouncementsReddit: www.reddit.com/r/0xPolygon/Discord: discord.com/invite/polygonFacebook: www.facebook.com/0xPolygon.Technology/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit polygonalpha.substack.com

Audio from the August 23rd, 2022 installment of “Polygon Alpha” with Garry Grugljakow - Founder & Daniele Pinna - Head of Quant Research at the 0VIX Protocol.LinkTree - https://linktr.ee/polygonalphapodcastPolygon Alpha Shorts - https://tinyurl.com/PolygonAlphaShortsYouTube - https://www.youtube.com/c/PolygonTVApple - Follow the show on Apple Podcast!Spotify - Follow the show on Spotify!RSS feed - https://api.substack.com/feed/podcast/863588.rss0VIX Protocol - 0VIX is a Decentralized Finance (DeFi) liquidity market protocol, built on Polygon. - The 0VIX protocol enables users to effortlessly lend, borrow and earn interest with their digital assets. - Depositors providing liquidity to the protocol may earn passive income, while borrowers are able to borrow using over-collateralization. - Decentralized Finance (DeFi) has grown substantially in the last few years. As most of DeFi's activity is currently conducted on Ethereum, the network has started to experience congestion problems that have resulted in high network fees. - This has proven to be a significant barrier for both old and new users with smaller capital to justify engaging in DeFi. - 0VIX aims to alleviate these problems by providing a suite of DeFi products on a highly scalable and decentralized platform on Polygon, which offers much lower network fees. - With a focus on approachability, ease of use, and low fees, 0VIX aims to democratize access to decentralized financial products by providing users access to permissionless lending and borrowing. - Instantly supply or withdraw assets from the shared liquidity market Instantly borrow from any of the liquidity markets using the supplied assets' value as collateral - Have a transparent view of interest rates based on a given asset's market supply and demand - 0VIX is an open and permissionless liquidity market, which means that anyone with a wallet can use the product and third-party protocols are invited to build on top of us to generate further yields.Host: Justin Havins aka Crypto TexanAV Engineer: Aaron PettijohnPolygon official channel:Website: polygon.technologyTwitter: twitter.com/0xPolygonTelegram Community: t.me/polygonofficialTelegram announcement: t.me/PolygonAnnouncementsReddit: www.reddit.com/r/0xPolygon/Discord: discord.com/invite/polygonFacebook: www.facebook.com/0xPolygon.Technology/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit polygonalpha.substack.com

Audio from the August 30th, 2022 installment of “Polygon Alpha” with Robert Alcorn, the co-founder and CEO of Clearpool.LinkTree - https://linktr.ee/polygonalphapodcastPolygon Alpha Shorts - https://tinyurl.com/PolygonAlphaShortsYouTube - https://www.youtube.com/c/PolygonTVApple - Follow the show on Apple Podcast!Spotify - Follow the show on Spotify!RSS feed - https://api.substack.com/feed/podcast/863588.rssClearpool - Clearpool is a decentralized marketplace for unsecured institutional capital. - It allows institutions to borrow funds from a decentralized network of lenders without the need for collateral. - On Clearpool, whitelisted institutional borrowers can create and launch individual single-borrower liquidity pools. - Lenders can earn attractive risk-adjusted rates of interest for supplying liquidity to a borrower pool. - Anybody can be a lender, and yields are enhanced with additional CPOOL rewards, making Clearpool one of the most attractive venues for DeFi lenders. - Institutions interested in becoming borrowers can request to be whitelisted by contacting the Clearpool team. - Complete the form on the Borrow page on the Clearpool App. - Based on an initial assessment conducted by the core team, successful institutions will move on to the onboarding stage. - Borrowers will be guided through an onboarding process consisting of the following steps:1) KYC and AML – This process is conducted by Clearpool's partner - Credora2) Legal Agreements – Borrowers (and lenders) must agree to the Clearpool Terms & Conditions3) MPC Wallet – A supported multi-party computation wallet (MPC) is recommended (but not required) to borrow and repay liquidity4) Credit Risk Assessment – A credit risk score and borrower capacity will be calculated by Credora (see Credit Risk Scoring for more information) - Following the successful completion of this process, the final step is for the borrower to stake CPOOL in order for the pool to be launched. - Borrower stake – Borrowers stake CPOOL before the pool is launched* - Once a borrower has completed the onboarding process and paid the Borrower Fee, the liquidity pool will be launched by the Clearpool Governor multi-sig, and will become visible on the Lend page where it can be funded by lenders (see For Lenders section for more information). - Currently, all pools are denominated in USDC. Other assets may be proposed and added via governance in the future.Host: Justin Havins aka Crypto TexanAV Engineer: Aaron PettijohnPolygon official channel: Website: polygon.technologyTwitter: twitter.com/0xPolygon Telegram Community: t.me/polygonofficial Telegram announcement: t.me/PolygonAnnouncements Reddit: www.reddit.com/r/0xPolygon/ Discord: discord.com/invite/polygonFacebook: www.facebook.com/0xPolygon.Technology/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit polygonalpha.substack.com

Audio from the August 17th, 2022 installment of “Polygon Alpha” with Ryan Rasmussen & Matt Hougan of Bitwise Investments.LinkTree - https://linktr.ee/polygonalphapodcastPolygon Alpha Shorts - https://tinyurl.com/PolygonAlphaShortsYouTube - https://www.youtube.com/c/PolygonTVApple - Follow the show on Apple Podcast!Spotify - Follow the show on Spotify!RSS feed - https://api.substack.com/feed/podcast/863588.rssBitwise Investments- Based in San Francisco, Bitwise is one of the largest and fastest-growing crypto asset managers. - As of March 31, 2022, Bitwise managed $1.2 billion across an expanding suite of investment solutions. - The firm is known for managing the world’s largest crypto index fund (OTCQX: BITW) and pioneering products spanning Bitcoin, Ethereum, DeFi, and crypto-focused equity indexes. - Bitwise focuses on partnering with financial advisors and investment professionals to provide quality education and research. - The team at Bitwise combines expertise in technology with decades of experience in traditional asset management and indexing, coming from firms including BlackRock, Blackstone, Meta, and Google, as well as the U.S. Attorney’s Office. - Bitwise is backed by leading institutional investors and asset management executives and has been profiled in Institutional Investor, CNBC, Barron’s, Bloomberg, and The Wall Street Journal.~~~~Thank you so much for watching the video, if you’ve not subscribed to the channel please do! We’ll continue to bring new videos to you!Polygon offers scalable, affordable, secure and carbon-neutral web3 infrastructure built on Ethereum. Our products offer developers to create user-friendly applications #onPolygon with low transaction fees and without ever sacrificing securityHost: Justin Havins aka Crypto TexanAV Engineer: Aaron PettijohnIntro/Marketing Assets: RaulPolygon official channel: Website: polygon.technologyTwitter: twitter.com/0xPolygon Telegram Community: t.me/polygonofficial Telegram announcement: t.me/PolygonAnnouncements Reddit: www.reddit.com/r/0xPolygon/ Discord: discord.com/invite/polygonFacebook: www.facebook.com/0xPolygon.Technology/Polygon Alpha Podcast This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit polygonalpha.substack.com

Audio from the August 12nd, 2022 installment of “Polygon Alpha” with Amit Gajalla - Founders of Stader Labs.LinkTree - https://linktr.ee/polygonalphapodcastPolygon Alpha Shorts - https://tinyurl.com/PolygonAlphaShortsYouTube - https://www.youtube.com/c/PolygonTVApple - Follow the show on Apple Podcast!Spotify - Follow the show on Spotify!RSS feed - https://api.substack.com/feed/podcast/863588.rssStader Labs & the MaticX token - The market capitalization of Proof-of-Stake (PoS) coins is at $325 billion (USD). - In comparison to Proof-of-Work (PoW), PoS has numerous advantages which position it to grow manifold. - Across PoS blockchains, the three main stakeholders face several challenges: 1. PoS networks face stake-centralization issues. 2. Delegators face complexity surrounding discovery and stake management. 3. Node Operators struggle to get the right visibility and delegations. - While solving the above challenges is paramount for the PoS ecosystems, there are several multi-billion dollar opportunities on top of staking in the short- to mid-term including: 1. L1 tokens safely staked and strategies like Launchpads, DeFi, etc. built with rewards. 2. Liquid staking and its associated DeFi possibilities. 3. Gaming powered by staking rewards. 4. Customized staking for Institutions, VCs, Crypto exchanges and Fintechs. - Stader is building the key staking middleware infrastructure layer for multiple PoS networks that will power the above staking-related opportunities while solving the key challenges. - We are taking an extremely modular approach to building our contracts so third parties can leverage our components to build several staking solutions on top of it. - In the short term, Stader is building native staking smart contracts across multiple chains including Terra, Solana, among others, and building an economic ecosystem to grow and develop solutions like YFI-style farming with rewards, launchpads, gaming with rewards, liquid staking solutions, and more. - In the long term, Stader is focused on unlocking the platform approach and nurturing third parties to develop several staking-related applications on top of Stader infrastructure.~~~~Thank you so much for watching the video, if you’ve not subscribed to the channel please do! We’ll continue to bring new videos to you!Polygon offers scalable, affordable, secure and carbon-neutral web3 infrastructure built on Ethereum. Our products offer developers to create user-friendly applications #onPolygon with low transaction fees and without ever sacrificing securityHost: Justin Havins aka Crypto TexanAV Engineer: Aaron PettijohnIntro/Marketing Assets: RaulPolygon official channel: Website: polygon.technologyTwitter: twitter.com/0xPolygon Telegram Community: t.me/polygonofficial Telegram announcement: t.me/PolygonAnnouncements Reddit: www.reddit.com/r/0xPolygon/ Discord: discord.com/invite/polygonFacebook: www.facebook.com/0xPolygon.Technology/Polygon Alpha Podcast This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit polygonalpha.substack.com

Audio from the August 2nd, 2022 installment of “Polygon Alpha” with Richa Joshi & Harsh Rajat - Co-Founders of Ethereum Push Notification System (EPNS).LinkTree - https://linktr.ee/polygonalphapodcastPolygon Alpha Shorts - https://tinyurl.com/PolygonAlphaShortsYouTube - https://www.youtube.com/c/PolygonTVApple - Follow the show on Apple Podcast!Spotify - Follow the show on Spotify!RSS feed - https://api.substack.com/feed/podcast/863588.rssEthereum Push Notification System (EPNS) - Idea behind EPNS is to expand on and integrate existing ways by which a user can be reached out to by different dApp owners, smart contracts, etc. - It can be used to relay important loan liquidation, funds running out, debt positions notifies to a specific user in #DeFi - It can be used to inform users of important upcoming events, notifications, etc of specific dApps (via App Owners) - It can be further enhanced to convey push notifications that act as security mechanisms (for example: a Trusted App Owner group is subscribed by all exchanges, the addresses relayed by this app owner in specific format can automatically blacklist those addresses out) - It can potentially be used by Ethereum itself for major announcements like launching of Ethereum 2.0, notifications to miners for any upcoming fork, etc - It can potentially replace the way new projects gather user's sensitive information. For Example, when an ICO is conducted or a new cryptocurrency is launched, instead of these projects relying on emails to store and communicate about their updates, they can instead offer EPNS service which is anonymized and doesn't have a central point of failure.~~~~Thank you so much for listening & watching the video, if you’ve not subscribed to the channel please do! We’ll continue to bring new videos to you!Polygon offers scalable, affordable, secure and carbon-neutral web3 infrastructure built on Ethereum. Our products offer developers to create user-friendly applications #onPolygon with low transaction fees and without ever sacrificing securityThank you so much for listening, if you’ve not subscribed to the channel please do!Host: Justin Havins aka Crypto TexanAV Engineer: Aaron PettijohnIntro/Marketing Assets: RaulPolygon official channel:Website: polygon.technologyTwitter: twitter.com/0xPolygonTelegram Community: t.me/polygonofficialTelegram announcement: t.me/PolygonAnnouncementsReddit: www.reddit.com/r/0xPolygon/Discord: discord.com/invite/polygonFacebook: www.facebook.com/0xPolygon.Technology/Polygon Alpha Podcast This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit polygonalpha.substack.com

Audio from the July 27th, 2022 installment of “Polygon Alpha” with Travis Cannell - Head of Product at Orchid Protocol.LinkTree - https://linktr.ee/polygonalphapodcastPolygon Alpha Shorts - https://tinyurl.com/PolygonAlphaShortsYouTube - https://www.youtube.com/c/PolygonTVApple - Follow the show on Apple Podcast!Spotify - Follow the show on Spotify!RSS feed - https://api.substack.com/feed/podcast/863588.rssThe Orchid Network - Enables a decentralized virtual private network (VPN), allowing users to buy bandwidth from a decentralized pool of service providers. - Orchid uses an ERC-20 utility token called OXT, a new VPN protocol for token-incentivized bandwidth proxying, and smart-contracts with algorithmic advertising and payment functions. - Orchid's users connect to bandwidth sellers using a provider directory, and they pay using probabilistic nanopayments so Ethereum transaction fees on packets are acceptably low. - Orchid Accounts: Orchid accounts are the decentralized entities that store digital currency on a blockchain to pay for services through nanopayments. The nanopayment smart contract governs Orchid accounts. The Orchid client requires an account in order to pay for VPN service. - The Orchid Client: An open-source, Virtual Private Network (VPN) client that supports decentralized Orchid accounts, as well as WireGuard and OpenVPN connections. The client can string together multiple VPN tunnels in an onion route and can provide local traffic analysis. - The Orchid DApp: The Orchid dApp allows you to create and manage Orchid Accounts. The operations supported by the account manager are simply an interface to the decentralized smart contract that holds the funds and governs how they are added and removed.~~~~Thank you so much for listening & watching the video, if you’ve not subscribed to the channel please do! We’ll continue to bring new videos to you!Polygon offers scalable, affordable, secure and carbon-neutral web3 infrastructure built on Ethereum. Our products offer developers to create user-friendly applications #onPolygon with low transaction fees and without ever sacrificing securityPolygon official channel:Website: polygon.technologyTwitter: twitter.com/0xPolygonTelegram Community: t.me/polygonofficialTelegram announcement: t.me/PolygonAnnouncementsReddit: www.reddit.com/r/0xPolygon/Discord: discord.com/invite/polygonFacebook: www.facebook.com/0xPolygon.Technology/Polygon Alpha Podcast This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit polygonalpha.substack.com