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Crypto Unstacked

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Aug 21, 2020 • 1h 12min

Deep Dive: Lemniscap | From Uniswap to Mooniswap - Automated Market Makers in the New Age? [Part 1]

We unstack:► The evolution of automated market makers► CFMMs and other iterations► On-chain options trading protocols► Categories of DeFi Token designs: Derivatives, Lending/Borrowing, AMMs, Cross-chain+more!TIMESTAMP06:03 What are AMMs07:37 CFMMs and other iterations13:50 Mooniswap20:29 Bancor V234:13 DeFi options protocols: Opyn & Hegic44:54 Limitations of DeFi Options50:13 DeFi token design54:11 Aavenomics58:10 KeeperDAO1:03:05 Lemniscap1:06:00 Nicola's contrarian view1:08:30 Rapid Fire Q&AFOLLOW OUR GUESTNicola Santoni: @Realsantos1905Lemniscap: @LemniscapFOLLOW AMBER GROUPTwitter: https://twitter.com/ambergroup_ioTelegram: @AmberGroupEmail: contact@ambergroup.ioWebsite: https://www.ambergroup.io/#AmberGroup #Lemniscap #CUPofCrypto #CryptoUnstacked #DeFiDefined #DeFi
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Aug 14, 2020 • 47min

Deep Dive: Volt Capital | Forming an Institutional Alliance in DeFi?

We unstack:► Volt Capital’s investment thesis as a pre-seed equity fund ► Two of their portfolio companies: Dharma & Valiu ► DeFi capital, DeFi yield aggregators, and Bitcoin in DeFi ► The founding story behind the Chicago DeFi Alliance ► The new DeFi accelerator backed by institutional trading firms such as Jump Trading, DRW and CMT Digital + more!TIMESTAMP2:25 Imran's early days as an entrepreneur5:50 Being a strategic investor and active network participant8:26 Volt's Investment Thesis13:58 Yield farming bringing in new users to DeFi?18:07 DeFi Yield Aggregators24:46 Bitcoin in DeFi32:00 Chicago DeFi Alliance40:00 Bitcoin's future42:12 Rapid Fire Q&AFOLLOW OUR GUEST► @lmrankan ► @volt_cap ► @tokendaily ► Volt Capital: https://www.volt.capital/ ► Chicago DeFi Alliance: https://chicagodefi.org/FOLLOW AMBER GROUP Twitter: @ambergroup_ioTelegram: @AmberGroupEmail: contact@ambergroup.ioWebsite: https://www.ambergroup.io/#AmberGroup #Volt #CUPofCrypto #CryptoUnstacked #DeFiDefined #DeFi #Investing #TokenDaily #Dharma #Valiu #Bitcoin #Ethereum #Yield #Aggregator #ChicagoDeFiAlliance #Tendies
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Aug 11, 2020 • 51min

Deep Dive: Mechanism Capital | From Maker to Tendies: New Forms of Grand Economic Systems?

We unstack:►Evolution of liquidity mining from the OGs to newbies►Impact of decentralized governance on next-generation tokenomics►Protocols incentivizing user behavior►DeFi funny money►Asian v. Western DeFi projects + more!TIMESTAMP02:30 Introduction03:45 Entry into DeFi08:48 Synthetix & liquidity mining16:00 Balancer v. Compound18:55 Protocols incentivizing user behavior- Thorchain v. Uniswap20:32 Thorchain's incentive pendulum31:20 Effect of decentralized governance on tokenomics36:24 YFI forks & token value accrual40:44 DeFi East44:40 Mechanism Capital46:00 Andrew's contrarian view47:25 Andrew's favorite funny money #TendiesFOLLOW OUR GUEST@rewkang@MechanismCapFOLLOW AMBER GROUPTwitter: @ambergroup_ioTelegram: @AmberGroupEmail: contact@ambergroup.ioWebsite: https://www.ambergroup.io/#AmberGroup #Mechanism #CUPofCrypto #CryptoUnstacked #DeFiDefined #Cryptocurrency #DeFi #yieldfarming #yEarn #YFI #Uniswap #Curve #Thorchain #Tendies
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Aug 4, 2020 • 47min

Deep Dive: Spartan Capital | Madness? This is DeFi!

We unstack:► How DeFi fits into Spartan’s investment thesis and the fund’s due diligence process for evaluating DeFi projects and tokens► Yield farming 101, his observations on the different market participants involved, the risks, and what to look out for► Are people in for the governance or the eye-popping yields?► Base layers like Solana competing against Ethereum ► Drivers of the recent ETH and BTC rally? ► DeFi in Asia + more!TIMESTAMP02:38 Introduction07:24 What is Spartan?12:26 DeFining #DeFi17:18 Base layer competition v. Ethereum19:49 ETH v ETH 2.022:39 Synthetix and Curve26:04 Yield Farming 10130:33 Governance tokens33:06 Drivers of recent ETH and BTC rally36:34 Pricing inefficiency of low cap & low liquidity crypto40:35 DeFi in Asia43:18 Jason's contrarian view44:57 Rapid fire Q&AFOLLOW OUR GUEST@mrjasonchoi@theblockcrunchWebsite: www.spartangroup.ioFOLLOW AMBER GROUP Twitter: @ambergroup_ioTelegram: @AmberGroupEmail: contact@ambergroup.ioWebsite: https://www.ambergroup.io/#AmberGroup #Spartan #CUPofCrypto #CryptoUnstacked #DeFi #Baselayer #Ethereum #Solana #Serum #FTX #DEX #Bitcoin #Investing #Hedgefund #Yieldfarming #YFI
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Jul 29, 2020 • 38min

Deep Dive: Animoca | What's the Future of Blockchain Game Design?

We unstack:► Animoca’s vision for the blockchain gaming ecosystem, a burgeoning subset within a $150billion gaming industry► The current centralized free-to-play gaming model, which he describes is a walled garden approach to gaming► Ways open-sourced blockchain games will disrupt this model, such as offering user-generated NFTs and ultimately enabling true digital ownership of virtual assets► Token-based incentive mechanisms of blockchain games► Gaming in Asia  TIMESTAMP05:55 How blockchain gaming will disrupt the current free-to-play model08:14 The “walled-garden” state of gaming09:55 Animoca’s gaming alliances and investments12:09 Gameplay with non-fungible tokens (NFT)20:35 Monetization of blockchain gaming in a $150Bn industry29:20 Looking into the future: financial services in gaming?35:25 Rapid fire Q&AFOLLOW OUR GUESTTwitter: @animocabrandsEmail: jamesh@animocabrands.comWebsite: www.animocabrands.comFOLLOW AMBER GROUPTwitter: @ambergroup_ioTelegram: @AmberGroupEmail: contact@ambergroup.ioWebsite: https://www.ambergroup.io/#AmberGroup #Animoca #CryptoUnstacked #blockchaingames #blockchain #cryptogames #bitcoin #gaming #crypto #dapp #NFT
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Jul 22, 2020 • 41min

Deep Dive: LedgerPrime | Prime Time for Crypto Derivatives?

We unstack:►LedgerPrime’s view on the regulated and unregulated crypto derivatives space►The future of Bitcoin ETFs►DeFi yield farming and broader DeFi risks►The role and future of stablecoinsTIMESTAMP1:55 LedgerPrime's founding story8:20 View on the crypto derivatives space20:10 Bitcoin ETF and Grayscale Investment Products23:18 WorldCover - Parametric insurance in Africa29:23 DeFi yield and risk33:23 Tether and the future of stablecoins37:55 Rapid Fire Q&AFOLLOW OUR GUEST@ShiliangTangDISCLOSUREThe Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products. #LedgerPrime #CUPofCrypto #futures #options #stablecoins #defi #yieldfarming #WorldCover #insurance
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Jul 8, 2020 • 45min

Deep Dive: Skew | More Than Just the Next Bloomberg of Crypto?

We unstack:- How does SKEW make it easy for people to visualize and consume data?- Why is SKEW best positioned to be the Bloomberg of crypto? - Leveraging a regulated inter dealer broker to scale02:03 Introduction and background04:01 Skew’s founding story14:46 How Skew secured investors like Kleiner Perkins17:18 How Skew’s data analytics are different from its competitors26:42 Skew’s latest $5m funding round30:16 Introducing skewTrade and the Kyte Brokering partnership35:10 Emmanuel’s take on stablecoins and other crypto market trends40:06 Rapid FireFOLLOW OUR GUEST@skewdotcom DISCLOSUREThe Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products. #Skew #CryptoUnstacked #Crypto #Data #Analytics #Bloomberg #Skew.com #Stablecoin #Options
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Jul 3, 2020 • 41min

Deep Dive: Coindesk | Why Do Publicly Listed Crypto Mining Companies Struggle?

We unstack:►Matt's work building up Coindesk’s institutional research arm►His goal to cover research for all publicly listed crypto companies►Why mining companies go public►Hut8’s financial health, credit exposure, and accounting practices+ much more!TIMESTAMP02:01 - Introduction and background07:52 - Interesting crypto mining companies that have gone public09:45 - In-depth analysis of Hut 8 Mining27:56 - Why margins for mining manufacturers will contract34:29 - Ebang’s public listing38:59 - Rapid Fire: LA EditionFOLLOW OUR GUEST@_mattyamamotoFOLLOW AMBER GROUPTwitter: @ambergroup_ioTelegram: @AmberGroupEmail: contact@ambergroup.ioWebsite: www.ambergroup.ioDISCLOSUREThe Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
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Jun 30, 2020 • 37min

Deep Dive: Sparkpool | The World's Largest Ethereum Mining Pool ?!

We unstack:►The major differences between the GPU and ASIC mining industries►Why GPU hardware offers a more diversified revenue stream beyond mining►How Ethereum’s switch to Proof-of-Stake (POS) may impact the business model of large scale GPU miners.+ more!TIMESTAMP02:02 - Introduction and background07:02 - EthFans origin story and how Sparkpool started15:39 - GPU mining vs. ASIC mining23:35 - Mining pool vs. individual miners’ mining infrastructure strategy25:39 - Risks of operating Ethereum mining pool27:02 - Effect of mid-March selloff on Sparkpool28:32 - Ethereum miners’ need for financial services32:14 - What’s next for Sparkpool34:53 - Rapid FireFOLLOW OUR GUESTwww.sparkpool.comTwitter: @sparkpool_ethDISCLOSUREThe Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products. 
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Jun 30, 2020 • 37min

Deep Dive: Hash House | The world of China crypto mining

We unstack:► Coal as the preferable energy source for miners in China► Partnering with private vs. state-owned Chinese enterprises► Why mining is not as profitable as some people think+ more!TIMESTAMP01:56 - Introduction and background03:32 - Kirk the Montana Miner05:30 - Hardware procurement challenges in the U.S.10:51 - How Kirk’s mining company was acquired12:22 - What Kirk learned from mining in the West16:16 - Why Chinese miners use coal power21:47 - Private vs. public power plants in China25:23 - Relationship with Bitcoin.com27:05 - Community-building in crypto (and Kirk’s whiskey bar)29:18 - Mining myths31:29 - Rapid FireLINKSwww.hashhouse.proFOLLOW AMBER GROUPTwitter: @ambergroup_ioTelegram: @AmberGroupEmail: contact@ambergroup.ioWebsite: www.ambergroup.ioDISCLOSUREThe Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.

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