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Coinstack - For Smart Crypto Investors - Bitcoin, Ethereum, DeFi & The Future of Money

Coinstack - For Smart Crypto Investors - Bitcoin, Ethereum, DeFi & The Future of Money

By Coinstack
A weekly podcast on Bitcoin, Ethereum, DeFi, Web 3.0, and The Future of Money by Ryan Allis. Includes analysis of the technological and macro trends for the smart and savvy crypto investor. Subscribe to our newsletter at coinstack.substack.com and also join our free Telegram group at www.t.me/thecoinstack.
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The Future of Money: Stablecoins & Central Bank Digital Currencies
This episode of Coinstack reviews the private stablecoin market for both centralized stablecoins like USDT and USDC as well as decentralized stablecoins like Dai and UST -- and the potential for China, the USA, and Europe to develop Central Bank Digital Currencies (CBDCs). We talk about the regulatory environment, the Presidential Working Group on Financial Markets and their meeting earlier this week on Stablecoins -- and how a public-private partnership is being formed that has the chance to put the USA ahead of China on the path to a digital dollar. We also talk about stablecoin reserves. Did you know that USDC has 73% of its reserves held in cash, cash equivalents and U.S. Treasuries, while USDT has just 26%? This safer reserve practice, has in part, led to Circle's USDC rise in the stablecoin market the last year -- going from 10% to 20% market share. USDT (Tether) remains the leader with 60% market share, but how long will that last? Learn what you need to know about digital currency and the future of money -- as together we build a global financial system that works for everyone this decade.
22:35
July 24, 2021
This Week in Crypto (SpaceX, Stablecoins, CBDCs, Digital Euro, EIP-1559, Uniswap, Inflation, FTX, Revolut, OpenSea)
Each week at Coinstack we spend 20-25 hours listening to ALL the crypto podcasts, reading all the newsletters, and reading all the reports... And then we summarize it for you in a weekly 15 minute podcast and 15 page newsletter at Coinstack.Substack.com. So now you can get all the key crypto insights in one information dense podcast and newsletter. Listen now to get the crypto download to stay up-to-date on the space as we build the future of global finance and the future of money. This week we talk about: Elon Musk, SpaceX, Stablecoins, USDC, USDT, CBDCs, Digital Euro, the EIP-1559 launch, Proof of Stake, Uniswap, Inflation, FTX, Revolut, OpenSea, Messari's Q2 2021 DeFi Report, crypto venture capital, and the Securities Clarity Act (SCA).
14:24
July 23, 2021
The Decade of DeFi: What You Need to Know (Uniswap, Maker, Aave, Compound, and Sushi & Institutional DeFi)
Are you invested into DeFi yet? Well, you should be. In this week's episode we talk about how the 2020s is the decade of Decentralized Finance. Host Ryan Allis introduces the UMACS trade -- investing in Uniswap, Maker, Aave, Compound, and Sushi and also discusses new Institutional DeFi offerings from Aave and Compound that will bring trillions of dollars of additional capital from hedge funds, pension funds, sovereign wealth funds, and corporates into DeFi in a safe manner. The holy grail of safe, predictable yield for corporate treasuries is here via KYC'd DeFI -- and this is likely to bring a lot of opportunity for DeFi investors. If you want to understand the future of global finance (and how you can invest in it today), listen to this week's episode. ===== For more analysis on the future of money see our newsletter at coinstack.substack.com Telegram group: t.me/thecoinstack =====
32:22
July 15, 2021
Will the Crypto Bull Market Come Back? We Think So.
In this episode host Ryan Allis reads and comments on three recent posts from well-known crypto analysts Willy Woo, Lark Davis, and Ryan Selkis. Together, they lay out a clear, cogent, and very bullish case on prospects for Bitcoin, Ethereum, DeFi, and crypto markets in both the 2nd Half of 2021 and throughout the 2020s. ====== Subscribe to our newsletter at: http://coinstack.substack.com Join our Telegram Group: t.me/thecoinstack Links mentioned: Willy Woo's Substack Lark Davis' Wealth Mastery Messari
19:34
July 6, 2021
Double Peak Theory & Our Dec 2021 Bitcoin & Ethereum Forecast
The trillion dollar question is whether there will be a second peak for crypto markets later in 2021. We think so. In this issue we introduce Double Peak Theory and the on-chain signals that show we have likely bottomed and are on our way up to new All Time Highs (ATHs) in 2021. Double Peak Theory states that just like Bitcoin in 2013 and Ethereum in 2013, we will see a second peak in the Fall AFTER a temporary 50%+ pullback mid-year. But what could these new highs be? We are forecasting Bitcoin (BTC) will pass $100k by the end of 2021 and Ether (ETH) will reach $7k+.  Listen to understand why we expect to see a massive Fall 2021 in crypto -- and the drivers of this big move.  Since the June 26 bottom that we called, BTC is up 14% from $30,184 to $34,294 and ETH is up 32% from $1719 to $2275. We’re not fully out of the woods yet, but now is the time to invest. ==== Subscribe to our free newsletter for smart crypto investors at coinstack.substack.com Join our Telegram Channel at t.me/thecoinstack
25:30
July 5, 2021
Crypto: Explain It Like I'm 5 (Part 3 - DeFi, NFTs, DAOs, & Tokens)
This is part 3 of the the "Crypto Explain It Like I'm 5" by Ryan Allis. Part three is about Decentralized Finance (DeFI) and other important basics like NFTs, tokens, DAOs, staking, memes, oracles, crypto taxes, and how to earn a return on your crypto. CRYPTO - EXPLAIN IT LIKE I'M 5 (ELI5) PART 1 - BITCOIN, CRYPTOGRAPHY, & BLOCKCHAINS PART 2 - ETHEREUM & SMART CONTRACTS PART 3 - DECENTRALIZED FINANCE, NFTs, DAOs, & TOKENS Give it a listen and share it with your friends who are newbies in the crypto field. Check out the last three days for part 1 and 2. You can also read the original Crypto ELI5 article at: https://coinstack.substack.com/p/crypto-explain-it-like-im-5 And join our free Telegram group at: http://t.me/thecoinstack
22:46
July 1, 2021
Crypto: Explain It Like I'm 5 (Part 2 - Ethereum, Smart Contracts, Stablecoins, Exchanges, and Wallets)
This is part 2 of the the Crypto ELI5. Part two is about Ethereum, smart contracts, wallets, stablecoins, and exchanges. CRYPTO - EXPLAIN IT LIKE I'M 5 PART 1 - BITCOIN, CRYPTOGRAPHY, & BLOCKCHAINS PART 2 - ETHEREUM & SMART CONTRACTS PART 3 - DECENTRALIZED FINANCE & OTHER IMPORTANT BASICS Give it a listen and share it with your friends who are newbies in the crypto field. You can also read the original Crypto ELI5 article at: https://coinstack.substack.com/p/crypto-explain-it-like-im-5 And join our free Telegram group at: http://t.me/thecoinstack
10:32
June 30, 2021
Crypto: Explain It Like I'm 5 (Part 1 - Bitcoin, Cryptography, & Blockchains)
ELI5 stands for “explain like I'm 5.” When people use it on Twitter or Reddit, it means asking others to explain a complex topic simply. We've created this “Crypto ELI5” in order to help anyone understand the basics of crypto, become a better crypto investor, and be able to understand how cryptographically-secured decentralized blockchain applications are changing the world. This is part 1 of 3. Parts 2 and 3 will be posted over the next couple days. CRYPTO - EXPLAIN IT LIKE I'M 5 PART 1 - BITCOIN, CRYPTOGRAPHY, & BLOCKCHAINS PART 2 - ETHEREUM & SMART CONTRACTS PART 3 - DECENTRALIZED FINANCE & OTHER IMPORTANT BASICS Give it a listen and share it with your friends who are learning. You can also read the original article at: https://coinstack.substack.com/p/crypto-explain-it-like-im-5 And join our free Telegram group at: http://t.me/thecoinstack
25:37
June 30, 2021
Why A16Z's $2.2B Crypto Fund is a Bigger Deal Than Most People Think
Most people think Andreessen Horowitz' huge new $2.2B crypto fund is important because of the eye popping amount raised. But it's not just about more dollars for their crypto portfolio -- it's ALSO about creating a "Regulatory Superteam" who can help lay the foundation for clarity in blockchain regulations within the United States. Yes, A16Z is like the Brooklyn Nets -- but for crypto. At least when Durant, Harden, and Irving are all healthy. Last Thursday, A16Z announced not only the largest crypto fund in venture capital history but also the additions of Dr. Tomicah Tilleman, a former advisor to President Biden and Hillary Clinton, and Bill Hinman, the former Director of the Securities and Exchange Commission’s Division of Corporation Finance. Their task ahead -- work with regulators like Gary Gensler at the SEC to create a clear framework that enables innovation within decentralized crytographically-secured blockchains to thrive as we lead in building a new global financial system based on smart contracts -- while getting rid of the scams that give crypto a bad name. With China giving up its leadership role in crypto the last month -- it's time for the USA to take the lead. And the public-private partnerships forged by thoughtful and long-term focused industry participants like A16Z can be critical in making the USA a leader in this new epoch of computing. ======== Read more in this week's newsletter: https://coinstack.substack.com/ Telegram Group: http://t.me/thecoinstack
12:40
June 29, 2021
Are We Near The Bottom for Bitcoin & Ethereum? We Think So.
Crypto markets have been crashing the last two months. Bitcoin (BTC) is down from $64k to $30k since April 14, 2021, driven by China's ban and the need to increase renewable energy usage. Ether (ETH) has crashed even more, from $4300 to $1900.  And other top cryptoassets like Polkadot and Solana are more than 60% off their peaks. Everything's on sale. So, are we at the bottom? Can we go down further? And will we have a double peak in 2021 like we saw in 2013. In this episode, we talk about where we think the bottom is, when we'll get there, and 10 reasons we think we'll be heading back up in crypto markets later this Summer. ==== For more see our newsletter at coinstack.substack.com and join our Telegram group at t.me/thecoinstack Coinstack -- for the smart crypto investor.
29:18
June 24, 2021
Algotrading Crypto in Sideways Markets
This episode covers how to earn returns from algorithmic crypto trading in sideways markets. We also review the weekly crypto news, talk about the best and worst performing investments of the last 30 days, and look at the old world of TradFi vs. the new world of DeFi. In This Week’s Episode of Coinstack... The Weekly Crypto News Roundup Earning Returns from Algorithmic Trading in Sideways Markets Best & Worst Crypto Investments - Last 30 Days Introducing the Ethereum Transaction Value Model (TVM) Seven Key Crypto Stats We’re Following The Old vs. The New (TradFi vs. DeFi) ================= Coinstack Newsletter - coinstack.substack.com Coinstack Telegram Channel - t.me/thecoinstack Crypto mentioned this week: Bitcoin, Ethereum, Polygon, 1INCH, Bancor, Curve, Internet Computer Protocol, Titan, Iron Finance, Uniswap, Theta Fuel, Amp, Quant, XinFin Network, Theta, Mdex, Binance Coin, BlockV, Synthetix, DigitByte, Klatyn, Qtum, Ontology, Compound, Avalanche, NEM, Polymath, Nexus Mutual, Enzyme, Celo, Stellar, Filecoin, Arweave, USDC Companies mentioned: Zignaly, Shrimpy, Messari, Glassnode, Binance, FTX, INX, Metamask, Argent, Nexo, BlockFi, Revolut, Zerion, Blockfolio, Dharma, Strike, Bitpay, Nifty Gateway, NBA Top Shots, Dapper Labs, Circle, Delphi Research
23:29
June 22, 2021