Crypto Unstacked

We unstack:► DeFi cults v communities► YFI core and the Chinese YFII community► How FUD is spread in the Chinese retail community► How the "Withdrawal Movement" in China is like the "Enlightenment Movement"► Digital yuan experiment in China+more!TIMESTAMP4:30 Advantage of being a crossborder venture fund16:40 From paper governance to community-driven governance24:00 DeFi cults v communities28:15 YFI core and Chinese YFII community33:00 FUD in Chinese retail community36:00 "Withdrawal Movement" in China from centralized exchanges to DeFi (and back?)41:30 Digital yuan experiment in ChinaFOLLOW OUR GUEST@DoveyWanFOLLOW AMBER GROUPTwitter: https://twitter.com/ambergroup_ioEmail: contact@ambergroup.ioWebsite: https://www.ambergroup.io/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 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.#AmberGroup #PrimitiveVentures #CUPofCrypto #CryptoUnstacked #InvestorInsight #InvestorSeries

We unstack:► Values over fixed objectives► The investor’s Pokemon temptation► Crypto as an "O-ring" industry & Silicon Valley state of mind► Investment highlights: new credit primitive + on-chain auction market+more!TIMESTAMP4:38 Values and fixed objectives9:30 The Pokemon temptation16:05 Being adaptable to long-term thesis18:12 Forking: cannibalistic or synergistic?22:00 Crypto as an "o-ring" industry25:50 The WHY of crypto33:45 Barnbridge39:45 Bounce.Finance42:05 NFT market45:05 Something Santiago's over/underestimated in cryptoFOLLOW OUR GUEST @santiagoroelFOLLOW AMBER GROUP Twitter: https://twitter.com/ambergroup_ioEmail: contact@ambergroup.ioWebsite: https://www.ambergroup.io/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 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.#AmberGroup #ParaFi #CUPofCrypto #CryptoUnstacked #InvestorInsight #InvestorSeries

We unstack:► Market structure impact on making short and long-term investments► Understanding token supply structure and liquidity concentration► Evolution of “capital coordination” in crypto► Polychain’s most successful bets+more!TIMESTAMP 02:21 First sell-side research on Bitcoin05:47 Polychain’s fund structure: Hedge fund, Venture, Labs11:30 Understanding market structure to make better trading decisions18:20 Alternative forms of community-driven fundraising24:00 Metrics for market analysis30:00 Macro trends35:17 Polychain’s most successful bets38:03 Takeaways and lessons for new crypto analystsFOLLOW OUR GUEST@realsherwindFOLLOW AMBER GROUP Twitter: https://twitter.com/ambergroup_ioEmail: contact@ambergroup.ioWebsite: https://www.ambergroup.io/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 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.#AmberGroup #Polychain #CUPofCrypto #CryptoUnstacked #InvestorInsight #InvestorSeries

We unstack:► DeFi FUD and fundamentals► His valuation framework for assessing tokens► DeFiance Capital’s portfolio allocation + investment approach► DeFi as crypto's ultimate product market fit+ more!TIMESTAMP03:15 Story from the early Synthetix community09:11 DeFi fundamentals16:35 Effect of short-term volatility on long-term investment thesis22:08 DeFi bull market vs ICO market craze31:25 DeFiance Capital fund structure and portfolio allocation39:16 Real utility of DeFi49:42 Meaningful way VCs can support early crypto projects51:21 Greatest risk Arthur’s taken in crypto53:48 Arthur’s crypto InfluencesFOLLOW OUR GUEST@Arthur_0xFOLLOW AMBER GROUPTwitter: https://twitter.com/ambergroup_ioEmail: contact@ambergroup.ioWebsite: https://www.ambergroup.io/#AmberGroup #DeFianceCapital #CUPofCrypto #CryptoUnstacked #InvestorInsight #VentureCapital

We unstack:► Pantera's wide geographic focus investing in countries outside of the US► Types of crypto investments in Asia that are appealing to Pantera► Pantera's evolving thesis around payments, trading infrastructure, speculation and scalability► The future of scalability protocols like Near, Polkadot, Solana etc...+ more!TIMESTAMP6:47 Pantera's view on crypto in Asia10:41 Early crypto applications17:29 Pantera's evolving investment thesis27:00 How Pantera's LPs prefer to get more exposure in crypto37:27 Bitcoin as the first DeFi project41:46 Maturing the DeFi space47:50 Hardest advice to give entrepreneurs49:40 Convictions about the future of cryptoFOLLOW OUR GUEST► https://twitter.com/veradittakit► https://www.veradiverdict.com/► https://nuzzel.com/veradittakitFOLLOW AMBER GROUPTwitter: https://twitter.com/ambergroup_ioEmail: contact@ambergroup.ioWebsite: https://www.ambergroup.io/#AmberGroup #Pantera #CUPofCrypto #CryptoUnstacked #InvestorInsight #VentureCapital

We unstack:► Crazy Stories about Ethereum► Ethereum's Gifting Culture► Key evolutions in DeFi► Camila's worldview on money► Social money & $CAMI Coin► Becoming an entrepreneur and running The DeFiant+ more!TIMESTAMP05:06 Stories about Ethereum09:10 Camila’s 64ETH gift + Ethereum's gifting culture13:26 Onboarding to DeFi19:25 Key evolutions in DeFi27:20 Camila's worldview on money32:37 Buying Dollars on the black market in Argentina36:43 Social money + $CAMI Coin46:14 Being an entrepreneur and running The DeFiantFOLLOW OUR GUEST@CamiRusso@DefiantNewsFOLLOW AMBER GROUPTwitter: https://twitter.com/ambergroup_ioEmail: contact@ambergroup.ioWebsite: https://www.ambergroup.io/#AmberGroup #TheDefiant #InfiniteMachine #CUPofCrypto #CryptoUnstacked #DeFiDefined #CryptoTwitter #DeFi #MakerDAO #Compound #Aave #Yearn #Uniswap #Bancor #Curve #Bitcoin #Ethereum #Bloomberg #Argentina #Inflation #USD #PersonalTokens #ROLL #AlexMasmej #CAMI #Coin

We unstack:► DeFi as zero-sum game► Value accrual of DeFi tokens► Information asymmetry between DeFi Asia vs the West► Decentralizing the DeFi stackTIMESTAMP02:31 Introduction06:00 Current space of DeFi09:18 Siloed CeFi vs Composable DeFi18:58 DeFi as a zero-sum game23:49 “Meme” premium29:20 DeFi in Asia & the West - Information asymmetry34:04 Decentralizing the DeFi Stack35:48 Contrarian viewFOLLOW OUR GUEST @qwqiaoFOLLOW AMBER GROUPTwitter: https://twitter.com/ambergroup_ioEmail: contact@ambergroup.ioWebsite: https://www.ambergroup.io/#AmberGroup #CUPofCrypto #CryptoUnstacked #DeFiDefined #CryptoTwitter #Messari #CeFi #DeFi #Composability #Meme #Liquidity #Asia #West

We unstack:► Republic Protocol► Pivot to Ren Protocol and current use cases► Tokenizing assets on Ethereum► KeeperDAO V1 and what to expect from V2► Composability and ETH 2.0+ more!TIMESTAMP04:37 Republic Protocol07:36 Ren Protocol13:31 Partnership with Acala & Polkadot14:33 Tokenizing Bitcoin on Ethereum (and other chains)16:04 KeeperDAO V119:46 What to expect from KeeperDAO V223:12 Composability and ETH 2.026:15 Taiyang’s contrarian view27:55 Rapid fire REN LINKS►https://renproject.io/►https://t.me/renprojectKEEPERDAO LINKS►https://keeperdao.com/►https://discord.com/invite/G9mWtTC►https://github.com/keeperdao/docs/wikiFOLLOW OUR GUEST @bftzhangFOLLOW AMBER GROUPTwitter: https://twitter.com/ambergroup_ioTelegram: @AmberGroupEmail: contact@ambergroup.ioWebsite: https://www.ambergroup.io/#AmberGroup #Ren #KeeperDAO #CUPofCrypto #CryptoUnstacked #DeFiDefined #RenBTC #ETH2.0 #Acala #Polkadot #Ethereum #Composability #Liquidity #KeeperDAO #Liquidations

We unstack:► Bitcoin and Ethereum options flow ► Funding on leveraged exchanges► Futures swap/spread and liquidity mining ► Alpha 5's tokenized insurance fund & the A5T governance token+ more!TIMESTAMP02:14 Alpha5 founding story09:18 Crypto options flow19:40 Funding on leveraged exchanges25:03 Futures swap/spread & Implied order books29:45 Liquidity mining on CEX32:46 Digital options36:38 A5T governance token52:29 Vishal’s contrarian view55:25 Rapid fire Q&AFOLLOW OUR GUEST@ChainShahFOLLOW AMBER GROUPTwitter: https://twitter.com/ambergroup_ioTelegram: @AmberGroupEmail: contact@ambergroup.ioWebsite: https://www.ambergroup.io/#AmberGroup #Alpha5 #CUPofCrypto #CryptoUnstacked #DeFiDefined #Derivatives #Trading #Digital #Options #Leverage #Call #Put #Spreads #Implied #Basis #DEX #Liquidity #Ethereum #Bitcoin

We unstack:► the world of on-chain options trading ► volatility as an asset class ► volatility pools - a new DeFi primitive? ► anatomy of a volatility pool ► uses cases for volatility pools + more!TIMESTAMP03:26 DeFi vs traditional options trading14:09 Delta hedging strategy24:52 Buyers and Liquidity providers in a volatility pool28:36 Risks of a volatility pool31:21 Anatomy of a volatility pool34:45 Options term structure in a volatility pool40:50 Broadening the design space for on-chain options tradingFOLLOW OUR GUEST@Realsantos1905@LemniscapDISCLOSUREThe 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. #Lemniscap #CUPofCrypto #CryptoUnstacked #DeFiDefined #DeFi #AMM #Options #Volatility #Pool