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Crypto Unstacked

Crypto Unstacked

By Leslie Lamb
Crypto Unstacked is a weekly podcast that unstacks everything from crypto finance to global macro.
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EP 3: Straddle Sisters

Crypto Unstacked

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EP 58: Unstacking with Charged Particles | Creating Yield-Bearing NFTs
This week, I chat with Ben Lakoff, Co-Founder of Charged Particles, a smart wallet that allows users to turn their favorite NFTs into yield-generating investments.  We unstack: - The new class of yield-bearing aka “charged” NFTs - How charged NFTs can drive NFT financialization - Diverse use cases for Charged Particles - Growing a NFT DeFi project (learning from the Discord community) +more! LINKS Gitcoin Kernel Program Charged Particles Lepton Charged Particles Use Cases FOLLOW OUR GUEST Ben's Twitter: @benlakoff Ben's podcast: The Alt Asset Allocation Podcast Charged Particle's Twitter: @DefiNft Website: www.charged.fi FOLLOW AMBER GROUP Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ DISCLOSURE The 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 #ChargedParticles #NFT #CryptoUnstacked
36:16
April 8, 2021
EP 57: Unstacking Archegos Capital | The Tiger Cub who saw himself as Tiger King
The stock market is "drunk on risk" according to Bloomberg News. With near zero interest rates and the continuation of quantitative easing measures, artificial stimulus is propping up speculative-risking taking activities such as leveraged trading.  Despite the fallout of Bill Hwang's family office Archegos Capital Management, there seems to be minimal impact on the broader equity markets, as well as the crypto markets with Bitcoin rebounding from its lows around $50k last week to $58k at the time of recording.  Tune in for high-level details about what we know so far.  LINKS: Coindesk Market Wrap: Bitcoin, Ether Gain After Visa Deal as Stocks Struggle With Archegos Margin Call Reuters: Archegos margin call share dump ripples across markets The Street: Archegos Capital Fire Sale Triggers Billions in Investment Bank Losses Forbes: The Firm Behind The $30 Billion Firesale Shaking Financial Markets Disclosed Almost Nothing Bloomberg News: Archegos Drama Hardly Ruffles a Market That's 'Drunk on Risk' FOLLOW AMBER GROUP: Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ DISCLOSURE: The 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 #MacroNews #Markets #CUPofCrypto #CryptoUnstacked
08:17
March 30, 2021
EP 56: Unstacking with EulerBeats | Mathematical Art on an NFT Substrate
THIS WEEK'S EPISODE: This week, I chat with Constantin Kostenko, Senior Director for Blockchain Solution Architecture & Strategy with ConsenSys Mesh for Treum, the team behind EulerBeats. We unstack: ► The Sacramento Kings' live blockchain-powered auction platform ► The Circular Economy ► Generative audio: from Swether to EulerBeats ► EulerBeats as a game theory experiment ► ERC 1155 v. ERC 721 standards ► EulerBeats milestones and the Enigma LP auction on March 29, 2021 ► How EulerBeats looks to fundamentally change the music industry wrt royalties + more! LINKS: iFirebrand Blog Treum.io Constantin's Twitter: @iFirebrand FOLLOW AMBER GROUP: Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ DISCLOSURE: The 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 #EulerBeats #NFT #CUPofCrypto #CryptoUnstacked
31:27
March 29, 2021
EP 55: Unstacking with Ampleforth | The Elastic Base Money Driving the Web 3 Value Highway
THIS WEEK'S EPISODE: This week, I chat with Evan Kuo, Co-Founder and CEO of Ampleforth and Manny Rincon-Cruz, Researcher at the Hoover Institute and Advisor to the Ampleforth team.  An Adaptive Base Money Ampleforth (AMPL) is a monetary innovation and primitive building-block for the decentralized finance ecosystem. Like Bitcoin, it is uncollateralized. Unlike Bitcoin, the Ample eschews a fixed supply schedule and instead automatically adjusts supply in response to price-exchange rate. The Ampleforth protocol receives exchange-rate information from trusted oracles, and propagates that to holders of its units (Amples) by proportionally increasing or decreasing the number of tokens each individual holds. The unique incentives, movement pattern, and monetary qualities of AMPL, make it ideally suited to: 1) add value to baskets of digital assets, reducing aggregate volatility, 2) be useful as a building block in broader decentralized finance (DeFi) applications, much as physical commodities were building blocks in the historical financial system. In this episode, we unstack: ► Influential economic thinkers ► Failed currency pegs ► Monetary trilemma: adaptive supply, durable value, stable peg ► The base money problem v. the fiat problem ► How AMPL stacks up to Ampleforth's initial goals ► Rebasing tokens v. coupon-based tokens ► Comparing single token v. multi-token model ► Is the goal of AMPL stability? ► AMPL's stable contracts utility ► Evolution of debt in the crypto market + more! EPISODE LINKS: Ampleforth: A New Synthetic Commodity Central Banks — A Bad Influence on Decentralized Finance Algorithmic stablecoins aren’t really stable, but can the concept redeem itself? Synthetic Commodity Money (2013) Risk and Return of Cryptocurrency (2018) Stability, Elasticity, and Reflexivity: A Deep Dive into Algorithmic Stablecoins The Letter and Spirit of Composability FOLLOW AMBER GROUP: Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ DISCLOSURE: The 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 #Ampleforth #BaseMoney #CUPofCrypto #CryptoUnstacked
57:34
March 25, 2021
EP 54: Unstacking with Blockchain Capital | NFT and the Financialization of Internet Culture
▬ THIS WEEK'S EPISODE  ▬▬ This week, I chat with Kinjal Shah, Investor at Blockchain Capital We unstack: ► The NFT tech stack: horizontalization + verticalization ► Appraising NFTs on platforms such as Upshot ► Monetizing niche communities ► Financialization of internet culture; everything is investable ► NFTs as schelling points ► Community as art ► NFTs as a distribution channel & new economic model for creators +more! ▬ LINKS ▬▬▬▬▬▬▬▬▬▬ When Consumer Meets Crypto Introduction to Upshot (NFT appraisal platform) The Goodtime Show with Metakovan Kinjal's Twitter: @_Kinjalbshah Blockchain Capital's Twitter: @blockchaincap ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ ▬ DISCLOSURE ▬▬▬▬▬▬▬▬▬▬ The 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 #BlockchainCapital #NFT #CUPofCrypto #CryptoUnstacked
42:40
March 24, 2021
EP 53: A Little NFTy Story | Part 2
▬ THIS WEEK'S EPISODE  ▬▬ A Little NFTy Story is a mini-series all about... you guessed it... NFTs, also known as Non-Fungible Tokens! Over the coming weeks I'll be covering the dizzying world of NFTs and speaking with artists, collectors, investors and enthusiasts! This episode was made with help from Kinjal Shah, Investor at Blockchain Capital and Constantin Kostenko from EulerBeats and the Treum.io team.  Full episodes with Kinjal and Constantin dropping in the coming days! ▬ LINKS ▬▬▬▬▬▬▬▬▬▬ NFT-linked stocks: https://www.bloomberg.com/news/articles/2021-03-18/nft-frenzy-lifts-auction-sites-to-shipping-cos-getting-onboard?srnd=cryptocurrencies Scott Belsky, The Furry Lisa: https://scottbelsky.medium.com/the-furry-lisa-cryptoart-the-new-economy-of-digital-creativity-6cb2300ea081 ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ ▬ DISCLOSURE ▬▬▬▬▬▬▬▬▬▬ The 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. ▬ MUSIC CREDITS ▬▬▬▬▬▬▬▬▬▬ Operatic 3: https://www.youtube.com/watch?v=pXdrz1pB35Q&list=PLwJjxqYuirCLkq42mGw4XKGQlpZSfxsYd&index=25 Floating Also: https://www.youtube.com/watch?v=HHYOBwzT4u4&list=PLwJjxqYuirCLkq42mGw4XKGQlpZSfxsYd&index=25 EulerBeats Genesis LP 26 Unofficial Remix: https://soundcloud.com/ur01/eulerbeats-genesis-lp-26-unofficial-remix #AmberGroup #NFT #CryptoUnstacked
16:40
March 19, 2021
EP 52: A Little NFTy Story | Part 1
▬ THIS WEEK'S EPISODE  ▬▬ A Little NFTy Story is a mini-series all about... you guessed it... NFTs, also known as Non-Fungible Tokens! Over the coming weeks I'll be covering the dizzying world of NFTs and speaking with artists, collectors, investors and enthusiasts! ▬ LINKS ▬▬▬▬▬▬▬▬▬▬ New York Times NFT article: https://www.nytimes.com/2021/02/22/business/nft-nba-top-shot-crypto.html Open Sea NFT guide: https://opensea.io/blog/guides/non-fungible-tokens/ A Bullish Case for NFTs: https://kpmoroney.medium.com/the-bullish-case-for-nfts-dff21f79b22c Rare Pepe Wallet & The Birth of CryptoArt: https://www.youtube.com/watch?v=0MBEW2NxNJ4 Logan Paul on Clubhouse: https://www.youtube.com/watch?v=nE01rJyDLcI Beeple's Christie's auction: https://www.youtube.com/watch?v=S8p1B8NHLFQ ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ ▬ DISCLOSURE ▬▬▬▬▬▬▬▬▬▬ The 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. ▬ MUSIC CREDITS ▬▬▬▬▬▬▬▬▬▬ Nyan Cat Theme Song: https://www.youtube.com/watch?v=QH2-TGUlwu4 Power up: https://www.youtube.com/watch?v=l7SwiFWOQqM&list=PLwJjxqYuirCLkq42mGw4XKGQlpZSfxsYd&index=6 Pixelland: https://www.youtube.com/watch?v=HUCjaaQR6cs&list=PLwJjxqYuirCLkq42mGw4XKGQlpZSfxsYd&index=14 #AmberGroup #NFT #CryptoUnstacked
17:04
March 12, 2021
EP 51: 7 Lessons I Learned from Crypto Podcasting (and *Special Announcement*)
This week celebrates Crypto Unstacked's recent 50th episode milestone! This is a special mini-episode where I reflect on 7 important lessons I learned in my journey as a crypto podcaster.   1. Hitting record is hard. Pressing publish is harder. 2. Research is a form of respect. 3. You are there for your audience. 4. Talk less, not more. 5. Study other podcasters. 6. Podcasting is a powerful brand-building tool. 7. Growth is a step function. ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ ▬ DISCLOSURE ▬▬▬▬▬▬▬▬▬▬ The 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.
11:58
February 27, 2021
EP 50: Unstacking with Multicoin Capital | China crypto: User behavior, information flow, and cultural mentality
▬ THIS WEEK'S EPISODE  ▬▬ This week, I chat with Mable Jiang, Partner at Multicoin Capital We unstack: ► Multicoin’s open finance thesis ► What are decentralized super networks? ► Web 2.0 apps in the West v. superapps in China ► How is WeChat used as a crypto community building tool in China? ► Structure of information flow across Western and Chinese social media platforms ► Cultural mentalities shaping crypto market structure ► What contributes to building an "unforkable moat"? Uniswap v. Sushiswap case study ► Core parts of DeFi ecosystem Mable thinks will be around/be disrupted ► Is there a strong NFT movement in China? + much more! ▬ LINKS ▬▬▬▬▬▬▬▬▬▬ How Cultural Differences Drive User Adoption in DeFi Bridging Cultural Gaps in 2021: Crypto in China and the US Exploring the Design Space of Liquidity Mining Mable's Twitter @Mable_Jiang Multicoin's Twitter @multicoincap ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ ▬ DISCLOSURE ▬▬▬▬▬▬▬▬▬▬ The 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 #Multicoin #OpenFinance #DeFi #China #CUPofCrypto #CryptoUnstacked
59:08
February 20, 2021
EP 49: Unstacking with Luxor Tech | When Bitcoin Mining Meets DeFi
▬ THIS WEEK'S EPISODE  ▬▬ This week, I chat with Ethan Vera, Head of Finance at Luxor Technologies We unstack: ► What is the financialization of hashrate? ► Why have we not seen liquid hashrate markets? ► How does counterparty risk change for hashrate token holders? ► How are hashrate tokens different from cloud mining contracts? ► What are some valuation frameworks for pricing hashrate tokens? + much more! ▬ LINKS ▬▬▬▬▬▬▬▬▬▬ Luxor Technologies Mining & Hashrate Substack  When Bitcoin Mining meets DeFi The Alchemy of Hashpower ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ ▬ DISCLOSURE ▬▬▬▬▬▬▬▬▬▬ The 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 #Luxor #Binance #Poolin #Tokenized #Hashrate #Finance #DeFi #CUPofCrypto #CryptoUnstacked
48:42
February 12, 2021
EP 48: Unstacking with bloXroute | Solving the Scalability Bottleneck with Layer 0
▬ THIS WEEK'S EPISODE  ▬▬ This week, I chat with Uri Klarman, Co-Founder of bloXroute. We unstack:   ► Looking at blockchain scalability from the networking v. cypherpunk angle ► The Layer 0 value proposition: making the internet of blockchains faster ► DeFi tools: taking advantage of arbitrage/collateral liquidation opportunities; front-running protection ► Misconception behind gas fees and winning trading opportunities ► Project Eagle: Aligning miner incentives with the Ethereum ecosystem + much more! ▬ LINKS ▬▬▬▬▬▬▬▬▬▬ Website: www.bloxroute.com Uri's Twitter: @uriklarman bloXroute Twitter: @bloXrouteLabs ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ ▬ DISCLOSURE ▬▬▬▬▬▬▬▬▬▬ The 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 #bloXroute #Scalability #Blockchains #DeFi #CUPofCrypto #CryptoUnstacked
56:23
February 5, 2021
EP 47: *Bonus Episode* | Beyond Bitcoin and Space with Elon Musk on Clubhouse
▬ THIS WEEK'S EPISODE  ▬▬ In this bonus episode, I share my two satoshis on Elon's Clubhouse livestream. If you haven't had the chance to tune in, click on the full stream below for Elon's insights on Mars, aliens, memes, Bitcoin, monkey brains, and the Covid-19 vaccine. Oh, and he grills Robinhood CEO at the end.  ▬ LINKS ▬▬▬▬▬▬▬▬▬▬ Elon Musk on Clubhouse (Full Stream) Elon Musk's interview with Robinhood CEO ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ ▬ DISCLOSURE ▬▬▬▬▬▬▬▬▬▬ Amber Group does not own any audio clips of Elon Musk.  The 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 #ElonMusk #Clubhouse #Bitcoin #Space #CUPofCrypto #CryptoUnstacked
17:21
February 3, 2021
EP 46: Unstacking with Amber Group | The Retail Gilded Age: Amber Earn, Yield Boost, WallStreetBets, Robinhood
Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. ▬ THIS WEEK'S EPISODE  ▬▬ This week, I chat with Jeff Wang, Head of Americas at Amber Group. We unstack: ► Current crypto market flow and positioning ► Deep dive on Amber's yield enhancement products: Earn and Yield Boost ► Implications of the Gamestop $GME and Robinhood saga + much more! ▬ LINKS ▬▬ Amber Pro institutional platform Download Amber App ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ ▬ DISCLOSURE ▬▬▬▬▬▬▬▬▬▬ The 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 #Yield #Retail #App #CUPofCrypto #CryptoUnstacked
43:36
January 29, 2021
EP 45: Free Form Friday | Buffett, Bezos, & Yearn
▬ THIS WEEK'S EPISODE  ▬▬ In this week's Free Form Friday #4 on #CUP, we explore Buffett, Bezos, & Yearn Capital allocation is probably one of the most underrated topics that gets discussed. Yet, disciplined capital allocation is key to managing a successful company. Questions: ►How are traditional capital allocation strategies applied to decentralized crypto networks? ►What are unique properties of decentralized crypto networks that make capital allocation decisions more challenging?  ▬ LINKS ▬▬▬▬▬▬▬▬▬▬ ► Capital allocation: portfolio or platform? ► Yearn Proposal: Rethinking capital allocation ► Yearn Proposal: A cohesive strategic framework for yearn ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ ▬ DISCLOSURE ▬▬▬▬▬▬▬ The 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 #FreeFormFridays #Capital #Allocation #Platform #Business #Buffett #Amazon #yEarn #CUPofCrypto #CryptoUnstacked
21:58
January 23, 2021
EP 44: Unstacking with Quantstamp | The Golden Rubber Stamp Protecting Your $$
Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. ▬ THIS WEEK'S EPISODE  ▬▬ This week, I chat with Richard Ma, Founder of Quantstamp, a leading auditor of blockchain security in the crypto space. We unstack: ► Early trends observed from auditing various projects from DeFi to Layer 1s and NFTs ► Richard's thoughts on the various economic attacks of smart contracts we saw in 2020 ► How Quantstamp is bundling insurance into their suite of services + much more! ▬ FOLLOW OUR GUEST ▬▬ https://twitter.com/Quantstamp ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ ▬ DISCLOSURE ▬▬▬▬▬▬▬▬▬▬ The 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 #Quantstamp #Auditing #CUPofCrypto #CryptoUnstacked
38:49
January 15, 2021
EP 43: Unstacking with Aave | Celebrating Aaveversary and $2.7 Billion+ TVL
Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. ▬ THIS WEEK'S EPISODE  ▬▬ Season 2 of CUP kicks off with Stani Kulechov, founder of Aave, a decentralized, non-custodial money market protocol. We unstack:  ► V2 features: stable/variable rate borrowing, enhanced flash loans, credit delegation ► Aave on other L1 and L2 chains ► Response to Fred Ehrsam's governance minimalism ► Creating new money markets & private money markets ▬ FOLLOW OUR GUEST ▬▬ https://twitter.com/StaniKulechov https://twitter.com/AaveAave ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ ▬ DISCLOSURE ▬▬▬▬▬▬▬▬▬▬ The 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 #Aave #CUPofCrypto #CryptoUnstacked
48:26
January 8, 2021
EP 42: Unstacking with Maple Leaf Capital | Web 3, DeFi, and 2021 Predictions
Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. ▬ THIS WEEK'S EPISODE  ▬▬ On the last episode of Season 1, Maple Leaf Capital joins us on the show to unstack: ► Emerging permissionless and permissioned valuenets ► Tools for a multi-chain world ► Smart contract insurance models ► Category-leading coins + 2021 predictions (and so much more!) ▬ FOLLOW OUR GUEST ▬▬ https://twitter.com/MapleLeafCap ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ ▬ DISCLOSURE ▬▬▬▬▬▬▬▬▬▬ The 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 #MapleLeafCapital #Web3 #CUPofCrypto #CryptoUnstacked
53:52
January 1, 2021
EP 41: Unstacking with Kerman Kohli & ARC | Making $$ by Unlocking Value in Illiquid Assets
Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. ▬ THIS WEEK'S EPISODE  ▬▬ Kerman Kohli, Founder of ARC and DeFi Weekly, joins us on the show to unstack: ► ARC's value proposition unlocking the liquidity of long tail assets ► Stablex - leveraged yield-bearing stablecoins that allow users to access liquidity and earn higher returns in DeFi ► Gamifying network participation through "ARC Levels" ► The social finance #SoFi revolution and being an early personal token pioneer ($KERMAN) ▬ FOLLOW OUR GUEST ▬▬ Twitter: @Kermankohli DeFi Weekly: https://defiweekly.substack.com/ DeFi Weekly (YouTube Channel): https://www.youtube.com/channel/UCksmBX-Jj_FGYX3EJahKW3Q ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ ▬ DISCLOSURE ▬▬▬▬▬▬▬▬▬▬ The 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 #ARCx #DeFiWeekly #KERMAN #CUPofCrypto #CryptoUnstacked
45:12
December 18, 2020
EP 40: Free Form Friday | 10 Things You Need to Know About The STABLE Act
▬ THIS WEEK'S EPISODE  ▬▬ In this week's Free Form Friday #3 on #CUP, we explore the hotly debated #STABLE (Stablecoin Tethering and Bank Licensing Enforcement) Act! 10 things we discuss: 1. What is the STABLE Act? 2. What does the bill define as a stablecoin? 3. What does the current version of the bill propose? 4. What does Circle CEO Jeremy Allaire think about the proposed legislation? 5. What is the purpose of this Bill? 6. What do bill advocates have to say about tech companies assuming the role of a currency issuer? 7. Are stablecoins a tool of regulatory arbitrage and evasion? 8. Does this bill regulate decentralized networks? 9. What are the systemic risks that the bill focuses on? 10. Will the STABLE Act pass? *Bonus* What do I think this STABLE Act is really about?  ▬ LINKS ▬▬▬▬▬▬▬▬▬▬ ► https://tlaib.house.gov/sites/tlaib.house.gov/files/STABLEAct.pdf ► https://tlaib.house.gov/media/press-releases/tlaib-garcia-and-lynch-stableact ► https://www.forbes.com/sites/seansteinsmith/2020/12/09/cryptocurrency-legislation-is-on-the-rise--what-the-proposed-stable-act-could-mean-for-crypto/?sh=16d1e367633d ► https://www.coincenter.org/the-unintended-consequences-of-the-stable-act/ ► https://twitter.com/jerallaire/status/1336487497505923072 ► https://twitter.com/jerallaire/status/1334277525044940800 ► https://twitter.com/rohangrey/status/1335280373358465026 ► https://twitter.com/ronwhammond/status/1334279937767993349?s=21 ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ ▬ DISCLOSURE ▬▬▬▬▬▬▬ The 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 #FreeFormFridays #STABLEAct #stablecoins #CUPofCrypto #CryptoUnstacked
16:47
December 11, 2020
EP 39: Free Form Friday | Bitcoin Flipping the Pareto Principle of Power Distribution
Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. ▬ THIS WEEK'S EPISODE  ▬▬ This is the 2nd Free Form Friday episode on #CUP, short episodes dedicated to exploring topics tangential, but relevant to crypto.  This week's episode talks about: - The Pareto Principle - Jack Ma's view of the "2-8" principle and focusing on the 80% - Wealth distribution of Bitcoin and how it can flip the top-down social power distribution ▬ LINKS ▬▬▬▬▬▬▬▬▬▬ [1] https://fs.blog/2018/09/mental-model-winner-take-all/ [2] https://hbr.org/2017/02/ai-is-going-to-change-the-8020-rule [3] https://coinmetrics.substack.com/p/coin-metrics-state-of-the-network-2d3 [4] https://www.coindesk.com/bitcoin-rally-2020-vs-2017 [5] https://bytemaster.medium.com/decentralizing-in-spite-of-pareto-principle-eda86bb8228b ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ ▬ DISCLOSURE ▬▬▬▬▬▬▬▬▬▬ The 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 #FreeFormFridays #Bitcoin #Pareto #Power #Wealth #CUPofCrypto #CryptoUnstacked
13:18
November 27, 2020
EP 38: Unstacking with CoinFLEX | flexUSD - The world's first interest-bearing stablecoin?
Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. ▬ THIS WEEK'S EPISODE  ▬▬ Sudhu Arumugam, Chief Risk Officer at Polychain-backed CoinFLEX, joins us on the show to unstack: ► Introducing flexUSD - the world's first natively interest bearing stablecoin ► Disrupting the borrow/lend space and making it more efficient via orderbooks ► The magic of physical delivery enabling flexUSD holders to earn perp funding through CoinFLEX repo ▬ FOLLOW OUR GUEST ▬▬ Sudhu’s Telegram: @Sudhu_coinflex Sudhu’s interview with Chat with Traders: https://chatwithtraders.com/ep-186-sudhu-arumugam/ CoinFLEX | www.coinflex.com Telegram group: https://t.me/coinflex_EN Learn more about flexUSD | coinflex.com/flexusd flexUSD launch announcement: https://www.theblockcrypto.com/post/84637/coinflex-sponsored CoinFLEX repo market launch announcement: https://www.digfingroup.com/coinflex-repo/ ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ ▬ DISCLOSURE ▬▬▬▬▬▬▬▬▬▬ The 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 #CoinFLEX #flexUSD #stablecoin #CUPofCrypto #CryptoUnstacked 
34:49
November 20, 2020
EP 37: Unstacking the BCH Fork | Checkmate - The King (ABC) is Dead
Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. ▬ THIS WEEK'S EPISODE  ▬▬ This is a special episode covering the recent November 15th BCH hardfork with insights drawn from conversations with and writings from active BCH supporters: George Donnelly, Founder of BCH-remittance platform Panmoni, and Mike Komaransky, founder of crypto trading firm Grapefruit Trading.  Quick takeaways: - The incumbent ABC team’s controversial funding plan proposal posed massive implications for the utility and development for BCH down the line. - BCHN’s win over ABC preserves the decentralized nature of the BCH blockchain - The fact that miners largely had consensus for the BCHN protocol design means that it should be a forcing function for smoother blockchain development going forward. ▬ LINKS ▬▬▬▬▬▬▬▬▬▬ https://coin.dance/ https://read.cash/@georgedonnelly/amaury-sechet-is-forking-bitcoin-abc-away-from-bitcoin-cash-8734adc1 https://news.bitcoin.com/prepping-for-an-airdrop-prominent-bch-community-members-bid-bitcoin-abc-devs-farewell/ ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ ▬ DISCLOSURE ▬▬▬▬▬▬▬▬▬▬ The 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 #BCH #Hardfork #CUPofCrypto #CryptoUnstacked
10:24
November 16, 2020
EP 36: Free Form Friday | Business-as-a-Game (BAAG)
Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. ▬ THIS WEEK'S EPISODE  ▬▬ Introducing Free Form Fridays on #CUP, short episodes dedicated to exploring topics tangential, but relevant to crypto. Engage in raw conversation with @leslamb0! ▬ LINKS ▬▬▬▬▬▬▬▬▬▬ https://notboring.substack.com/p/secure-the-baag ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ ▬ DISCLOSURE ▬▬▬▬▬▬▬▬▬▬ The 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 #FreeFormFridays #CUPofCrypto #CryptoUnstacked 
12:04
November 6, 2020
EP 35: Unstacking with Huobi DeFi Labs | The Price is Right! Or is It?
Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. ▬ THIS WEEK'S EPISODE  ▬▬ Sharlyn Wu, Chief Investment Officer at Huobi, joins us for EP 6 of the #Investor Insights Series to unstack: ► Emergence of information symmetric world ► First principle of financial product design ► AMM designs (Uniswap v. CoFix) + advantages of a decentralized price oracle (Nest) ► Current DeFi logic holes: pricing risk and risk management +more! ▬ TIMESTAMP ▬▬ 6:00 Credit risk and volatility risk 8:30 Information symmetric world of DeFi 12:00 Deconstructing financial structures 19:40 Fundamental problem with Uniswap 20:50 CoFix - generalized MM model 25:10 Price discovery in CeFi and DeFi 29:20 Verifying prices in Nest 36:30 Incentivising liquidity providers 38:08 Huobi DeFi Labs’ vision 43:45 Choosing not to build DeFi products in-house 46:50 Can DeFi enable financial inclusion? ▬ FOLLOW OUR GUEST ▬▬ https://medium.com/@sharlyn_wu ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ ▬ DISCLOSURE ▬▬▬▬▬▬▬▬▬▬ The 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 #Huobi #HuobiGlobal #DeFi #Capital #CUPofCrypto #CryptoUnstacked #InvestorInsight #InvestorSeries
48:45
October 27, 2020
EP 34: Unstacking with Dovey Wan | China, the Superpower Winning the Global CBDC Race?
Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. ▬ THIS WEEK'S EPISODE  ▬▬ Dovey Wan (@Doveywan), Founding Partner at Primitive Ventures, joins us for EP 5 of the #Investor Insights Series to 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! ▬ TIMESTAMP ▬▬ 4:30 Advantage of being a crossborder venture fund 16:40 From paper governance to community-driven governance 24:00 DeFi cults v communities 28:15 YFI core and Chinese YFII community 33:00 FUD in Chinese retail community 36:00 "Withdrawal Movement" in China from centralized exchanges to DeFi (and back?) 41:30 Digital yuan experiment in China ▬ FOLLOW OUR GUEST ▬▬ https://twitter.com/DoveyWan ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ ▬ DISCLOSURE ▬▬▬▬▬▬▬▬▬▬ The 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
50:18
October 16, 2020
EP 33: Unstacking with ParaFi Capital | How Does an Interdisciplinary Investor Think?
Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. ▬ THIS WEEK'S EPISODE  ▬▬ Santiago Roel Santos @SantiagoRoel, Partner at ParaFi Capital, joins us for EP 4 of the #Investor Insights Series to 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! ▬ TIMESTAMP ▬▬ 4:38 Values and fixed objectives 9:30 The Pokemon temptation 16:05 Being adaptable to long-term thesis 18:12 Forking: cannibalistic or synergistic? 22:00 Crypto as an "o-ring" industry 25:50 The WHY of crypto 33:45 Barnbridge 39:45 Bounce.Finance 42:05 NFT market 45:05 Something Santiago's over/underestimated in crypto ▬ FOLLOW OUR GUEST ▬▬ https://twitter.com/santiagoroel ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ ▬ DISCLOSURE ▬▬▬▬▬▬▬▬▬▬ The 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
48:44
October 8, 2020
EP 32: Unstacking with Polychain Capital | Betting Early on Crypto Capital Coordination?
Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. ▬ THIS WEEK'S EPISODE  ▬▬ Sherwin Dowlat @realSherwinD, Portfolio Manager at Polychain Capital, joins us for EP 3 of the #Investor Insights Series to 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 Bitcoin 05:47 Polychain’s fund structure: Hedge fund, Venture, Labs 11:30 Understanding market structure to make better trading decisions 18:20 Alternative forms of community-driven fundraising 24:00 Metrics for market analysis 30:00 Macro trends 35:17 Polychain’s most successful bets 38:03 Takeaways and lessons for new crypto analysts ▬ FOLLOW OUR GUEST ▬▬ https://twitter.com/realsherwind?lang=en ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ ▬ DISCLOSURE ▬▬▬▬▬▬▬▬▬▬ The 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
41:33
September 29, 2020
EP 31: Unstacking with DeFiance Capital | Separating DeFi FUD from Fundamentals ?
Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. ▬ THIS WEEK'S EPISODE  ▬▬ Arthur Cheong @Arthur_0x, Founder and CIO of DeFiance Capital joins us for EP 2 of the #Investor Insights Series to 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! ▬ TIMESTAMP ▬▬   03:15 Story from the early Synthetix community 09:11 DeFi fundamentals 16:35 Effect of short-term volatility on long-term investment thesis 22:08 DeFi bull market vs ICO market craze 31:25 DeFiance Capital fund structure and portfolio allocation 39:16 Real utility of DeFi 49:42 Meaningful way VCs can support early crypto projects 51:21 Greatest risk Arthur’s taken in crypto 53:48 Arthur’s crypto Influences ▬ FOLLOW OUR GUEST ▬▬ https://twitter.com/Arthur_0x ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ #AmberGroup #DeFianceCapital #CUPofCrypto #CryptoUnstacked #InvestorInsight #VentureCapital
56:55
September 25, 2020
EP 30: Investor Insight Series | Unstacking with Pantera Capital
Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. ▬ THIS WEEK'S EPISODE  ▬▬ Paul Veradittakit @Veradittakit, Parter at Pantera Capital, kicks off our #Investor Insight Series to 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! ▬ TIMESTAMP ▬▬  6:47 Pantera's view on crypto in Asia 10:41 Early crypto applications 17:29 Pantera's evolving investment thesis 27:00 How Pantera's LPs prefer to get more exposure in crypto 37:27 Bitcoin as the first DeFi project 41:46 Maturing the DeFi space 47:50 Hardest advice to give entrepreneurs 49:40 Convictions about the future of crypto ▬ FOLLOW OUR GUEST ▬▬ ► https://twitter.com/veradittakit ► https://www.veradiverdict.com/ ► https://nuzzel.com/veradittakit ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ #AmberGroup #Pantera #CUPofCrypto #CryptoUnstacked #InvestorInsight #VentureCapital
54:43
September 18, 2020
EP 29: Unstacking with Camila Russo | Uncovering DeFi, the Killer Use Case of the Infinite Machine ‎️‍🌈 ?
Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. ▬ THIS WEEK'S EPISODE  ▬▬ Camila Russo @CamiRusso, Founder of The Defiant and Author of The Infinite Machine, joins us for the final episode in our #DeFi Defined Series to 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! ▬ TIMESTAMP ▬▬ 05:06 Stories about Ethereum 09:10 Camila’s 64ETH gift + Ethereum's gifting culture 13:26 Onboarding to DeFi 19:25 Key evolutions in DeFi 27:20 Camila's worldview on money 32:37 Buying Dollars on the black market in Argentina 36:43 Social money + $CAMI Coin 46:14 Being an entrepreneur and running The DeFiant ▬ FOLLOW OUR GUEST ▬▬ Camila Russo: https://twitter.com/CamiRusso The Defiant: https://twitter.com/DefiantNews ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: 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
52:33
September 1, 2020
EP 28: Unstacking with Qiao Wang | Is DeFi Really a Zero-Sum Game?
Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. ▬ THIS WEEK'S EPISODE  ▬▬ Qiao Wang @QWQiao joins us for the eighth episode in our #DeFi Defined series to unstack: ► DeFi fundamentals   ► DeFi as zero-sum game ► Value accrual of DeFi tokens ► Information asymmetry between DeFi Asia vs the West ► Decentralizing the DeFi stack ▬ TIMESTAMP ▬▬  02:31 Introduction 06:00 Current space of DeFi 09:18 Siloed CeFi vs Composable DeFi 18:58 DeFi as a zero-sum game 23:49 “Meme” premium 29:20 DeFi in Asia & the West - Information asymmetry 34:04 Decentralizing the DeFi Stack 35:48 Contrarian view ▬ FOLLOW OUR GUEST ▬▬ Twitter: https://twitter.com/qwqiao ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Email: contact@ambergroup.io Website: https://www.ambergroup.io/ #AmberGroup #CUPofCrypto #CryptoUnstacked #DeFiDefined #CryptoTwitter #Messari #CeFi #DeFi #Composability #Meme #Liquidity #Asia #West
38:25
August 28, 2020
EP 27: Unstacking with Ren & KeeperDAO | Cross-chain Swaps and Liquidations - Making Money Moves 💰?
Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. ▬ THIS WEEK'S EPISODE  ▬▬ Taiyang Zhang @bftzhang, Founder of Ren Protocol and Co-Founder of KeeperDAO, joins us for the seventh episode in our #DeFi Defined series to 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! ▬ TIMESTAMP ▬▬ 04:37 Republic Protocol 07:36 Ren Protocol 13:31 Partnership with Acala & Polkadot 14:33 Tokenizing Bitcoin on Ethereum (and other chains) 16:04 KeeperDAO V1 19:46 What to expect from KeeperDAO V2 23:12 Composability and ETH 2.0 26:15 Taiyang’s contrarian view 27:55 Rapid fire ▬ REN RESOURCES ▬▬ https://renproject.io/ https://t.me/renproject ▬ KeeperDAO RESOURCES ▬▬ https://keeperdao.com/ https://discord.com/invite/G9mWtTC https://github.com/keeperdao/docs/wiki ▬ FOLLOW OUR GUEST ▬▬ Twitter: https://twitter.com/bftzhang ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: https://www.ambergroup.io/ #AmberGroup #Ren #KeeperDAO #CUPofCrypto #CryptoUnstacked #DeFiDefined #RenBTC #ETH2.0 #Acala #Polkadot #Ethereum #Composability #Liquidity #KeeperDAO #Liquidations 
31:02
August 25, 2020
EP 26: Unstacking with Alpha5 | Building Infrastructure for Sustainable Liquidity Mining ?
Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. ▬ THIS WEEK'S EPISODE  ▬▬ Vishal Shah @ChainShah, Founder of Alpha5, joins us for the sixth episode in our #DeFi Defined series to 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! ▬ TIMESTAMP ▬▬ 02:14 Alpha5 founding story 09:18 Crypto options flow 19:40 Funding on leveraged exchanges 25:03 Futures swap/spread & Implied order books 29:45 Liquidity mining on CEX 32:46 Digital options 36:38 A5T governance token 52:29 Vishal’s contrarian view 55:25 Rapid fire Q&A ▬ FOLLOW OUR GUEST ▬▬   Twitter: https://twitter.com/ChainShah ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: https://www.ambergroup.io/ #AmberGroup #Alpha5 #CUPofCrypto #CryptoUnstacked #DeFiDefined #Derivatives #Trading #Digital #Options #Leverage #Call #Put #Spreads #Implied #Basis #DEX #Liquidity #Ethereum #Bitcoin
57:04
August 23, 2020
EP 25: Unstacking with Lemniscap | Volatility Pools: The Anatomy of a New DeFi Primitive?
Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. ▬ BONUS EPISODE  ▬▬ In this bonus episode of the #DeFi Defined series, Nicola and I continue to 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! ▬ TIMESTAMP ▬▬ 03:26 DeFi vs traditional options trading 14:09 Delta hedging strategy 24:52 Buyers and Liquidity providers in a volatility pool 28:36 Risks of a volatility pool 31:21 Anatomy of a volatility pool 34:45 Options term structure in a volatility pool 40:50 Broadening the design space for on-chain options trading ▬ FOLLOW OUR GUEST ▬▬ Nicola Santoni: https://twitter.com/Realsantos1905 Lemniscap: https://twitter.com/Lemniscap ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: https://www.ambergroup.io/ #AmberGroup #Lemniscap #CUPofCrypto #CryptoUnstacked #DeFiDefined #DeFi #AMM #Options #Volatility #Pool 
44:59
August 23, 2020
EP 24: Unstacking with Lemniscap | From Uniswap to Mooniswap - Automated Market Makers in the New Age?
Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. ▬ THIS WEEK'S EPISODE  ▬▬ Nicola Santoni @Realsantos1905, Principal at Lemniscap, joins us for the fourth episode in our #DeFi Defined series to 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! ▬ TIMESTAMP ▬▬ 06:03 What are AMMs 07:37 CFMMs and other iterations 13:50 Mooniswap 20:29 Bancor V2 34:13 DeFi options protocols: Opyn & Hegic 44:54 Limitations of DeFi Options 50:13 DeFi token design 54:11 Aavenomics 58:10 KeeperDAO 1:03:05 Lemniscap 1:06:00 Nicola's contrarian view 1:08:30 Rapid Fire Q&A ▬ FOLLOW OUR GUEST ▬▬ Nicola Santoni: https://twitter.com/Realsantos1905 Lemniscap: https://twitter.com/Lemniscap ▬ FOLLOW AMBER GROUP ▬▬ Twitter: https://twitter.com/ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: https://www.ambergroup.io/ #AmberGroup #Lemniscap #CUPofCrypto #CryptoUnstacked #DeFiDefined #DeFi
01:11:35
August 21, 2020
EP 23: Unstacking with Volt Capital | Forming an Institutional Alliance in DeFi?
Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. ▬ THIS WEEK'S EPISODE  ▬▬ Imran Khan @lmrankhan, Investor at Volt Capital, joins us for the third episode in our #DeFi Defined series to 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! ▬ TIMESTAMP ▬▬ 2:25 Imran's early days as an entrepreneur 5:50 Being a strategic investor and active network participant 8:26 Volt's Investment Thesis 13:58 Yield farming bringing in new users to DeFi? 18:07 DeFi Yield Aggregators 24:46 Bitcoin in DeFi 32:00 Chicago DeFi Alliance 40:00 Bitcoin's future 42:12 Rapid Fire Q&A ▬ FOLLOW OUR GUEST ▬▬ ► Twitter: https://twitter.com/lmrankan ► Twitter: https://twitter.com/volt_cap ► Twitter: https://twitter.com/tokendaily ► Volt Capital: https://www.volt.capital/   ► Chicago DeFi Alliance: https://chicagodefi.org/ ▬ FOLLOW AMBER GROUP ▬▬ Twitter: @ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: https://www.ambergroup.io/ #AmberGroup #Volt #CUPofCrypto #CryptoUnstacked #DeFiDefined #DeFi #Investing #TokenDaily #Dharma #Valiu #Bitcoin #Ethereum #Yield #Aggregator #ChicagoDeFiAlliance #Tendies
46:42
August 14, 2020
EP 22: Unstacking with Mechanism Capital | From Maker to Tendies: New Forms of Grand Economic Systems?
Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. ▬ THIS WEEK'S EPISODE  ▬▬ Andrew Kang @rewkang, Investor at Mechanism Capital, joins us for the second episode in our #DeFi Defined series to 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! ▬ TIMESTAMP ▬▬ 02:30 Introduction 03:45 Entry into DeFi 08:48 Synthetix & liquidity mining 16:00 Balancer v. Compound 18:55 Protocols incentivizing user behavior- Thorchain v. Uniswap 20:32 Thorchain's incentive pendulum 31:20 Effect of decentralized governance on tokenomics 36:24 YFI forks & token value accrual 40:44 DeFi East 44:40 Mechanism Capital 46:00 Andrew's contrarian view 47:25 Andrew's favorite funny money #Tendies ▬ FOLLOW OUR GUEST ▬▬ ► Twitter: https://twitter.com/rewkang ► Twitter: https://twitter.com/MechanismCap ▬ FOLLOW AMBER GROUP ▬▬ Twitter: @ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: https://www.ambergroup.io/ #AmberGroup #Mechanism #CUPofCrypto #CryptoUnstacked #DeFiDefined #Cryptocurrency #DeFi #yieldfarming #yEarn #YFI #Uniswap #Curve #Thorchain #Tendies
50:53
August 11, 2020
EP 21: Unstacking with Spartan Capital | Madness? This is DeFi!
Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. ▬ THIS WEEK'S EPISODE  ▬▬ Crypto Unstacked is excited to kick off our new #DeFi Defined series with Jason Choi, Head of Research at Spartan Capital, a long/short crypto hedge fund based in Hong Kong. In this episode, we chat: ► 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! ▬ TIMESTAMP ▬▬ 02:38 Introduction 07:24 What is Spartan? 12:26 DeFining #DeFi 17:18 Base layer competition v. Ethereum 19:49 ETH v ETH 2.0 22:39 Synthetix and Curve 26:04 Yield Farming 101 30:33 Governance tokens 33:06 Drivers of recent ETH and BTC rally 36:34 Pricing inefficiency of low cap & low liquidity crypto 40:35 DeFi in Asia 43:18 Jason's contrarian view 44:57 Rapid fire Q&A ▬ FOLLOW OUR GUEST ▬▬ Twitter: https://twitter.com/mrjasonchoi Twitter: https://twitter.com/theblockcrunch Website: https://www.spartangroup.io/ ▬ FOLLOW AMBER GROUP ▬▬ Twitter: @ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: https://www.ambergroup.io/ #AmberGroup #Spartan #CUPofCrypto #CryptoUnstacked #DeFi #Baselayer #Ethereum #Solana #Serum #FTX #DEX #Bitcoin #Investing #Hedgefund #Yieldfarming #YFI
46:41
August 4, 2020
EP 20: Unstacking with Animoca | What's the Future of Blockchain Game Design?
Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. ▬ THIS WEEK'S EPISODE  ▬▬ This week we unstack with James Ho, Senior Business Strategist at Animoca Brands, a leading public game publisher headquartered in Hong Kong. Animoca leverages gamification, blockchain, and AI to develop and publish a broad portfolio of gaming titles such as The Sandbox, F1 Delta Time, Garfield Games, Doremon Games etc.  In this episode, we chat:  ► 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 + much more! ▬ TIMESTAMP ▬▬ 05:55 How blockchain gaming will disrupt the current free-to-play model 08:14  The “walled-garden” state of gaming 09:55 Animoca’s gaming alliances and investments 12:09  Gameplay with non-fungible tokens (NFT) 20:35 Monetization of blockchain gaming in a $150Bn industry 29:20 Looking into the future: financial services in gaming? 35:25 Rapid fire Q&A  ▬ FOLLOW OUR GUEST ▬▬ Twitter: @animocabrands Email: jamesh@animocabrands.com Website: https://www.animocabrands.com/ ▬ FOLLOW AMBER GROUP ▬▬ Twitter: @ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: https://www.ambergroup.io/ #AmberGroup #Animoca #CUPofCrypto #CryptoUnstacked #blockchaingames #blockchain #cryptogames #bitcoin #cryptocurrency #gamedev #gaming #crypto #gamers #cryptogame #dapps #gaminglife #dapp #pcgaming #NFT
38:08
July 29, 2020
EP 19: Unstacking with LedgerPrime | Prime Time for Crypto Derivatives?
Crypto Unstacked Podcast | Your cryptocurrency questions unstacked weekly  Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics.   This week on Crypto Unstacked we chat with Shiliang Tang, Co-Founder and Chief Investment Officer of LedgerPrime, a quantitative crypto hedge fund based in New York. In this episode, Shiliang and I cover LedgerPrime’s view on the regulated and unregulated crypto derivatives space, the future of the Bitcoin ETF, DeFi yield farming and broader DeFi risks, and the role and future of stablecoins.   1:55 LedgerPrime's founding story 8:20 View on the crypto derivatives space 20:10 Bitcoin ETF and Grayscale Investment Products 23:18 WorldCover - Parametric insurance in Africa 29:23 DeFi yield and risk 33:23 Tether and the future of stablecoins 37:55 Rapid Fire Q&A Follow our Guest: @ShiliangTang   Follow Amber Group for your weekly #CUPofCrypto Twitter: @ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: www.ambergroup.io #AmberGroup #LedgerPrime #CUPofCrypto #futures #options #stablecoins #defi #yieldfarming #WorldCover #insurance
40:44
July 22, 2020
EP 18: Unstacking with Skew | More Than Just the Next Bloomberg of Crypto?
Crypto Unstacked Podcast | Your cryptocurrency questions unstacked weekly Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. This week of Crypto Unstacked we chat with Emmanuel Goh, Co-Founder of SKEW, a leading data analytics and crypto trade execution platform. In this episode, Emmanuel and I cover the founding story behind SKEW, SKEW’s most recent product launch, and his thoughts on the latest market trends. How does SKEW make it easy for people to visualize and consume data? Why is SKEW best positioned to be the Bloomberg of crypto? What is SKEW’s thought process behind getting into the trade execution game and how does leveraging a regulated inter dealer broker allow them to scale their product offering? Tune in to find out! 02:03 Introduction and background 04:01 Skew’s founding story 14:46 How Skew secured investors like Kleiner Perkins 17:18 How Skew’s data analytics are different from its competitors 26:42 Skew’s latest $5m funding round 30:16 Introducing skewTrage and the Kyte Brokering partnership 35:10 Emmanuel’s take on stablecoins and other crypto market trends 40:06 Rapid Fire Follow our Guest: @skewdotcom Follow Amber Group for your weekly #CUPofCrypto Twitter: @ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: www.ambergroup.io #Skew #CUPofCrypto #CryptoUnstacked #Crypto #Data #Analytics #Bloomberg #Skew.com #Stablecoin #Options 
44:31
July 8, 2020
EP 17: Unstacking with Coindesk | Why Do Publicly Listed Crypto Mining Companies Struggle?
Crypto Unstacked Podcast | Your cryptocurrency questions unstacked weekly Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. This week we unstack with Matt Yamamoto, Research Analyst at Coindesk. Matt and I chat about his work building up Coindesk’s institutional research arm and his goal to cover research for all publicly listed crypto companies. We talk about why mining companies decide to go public and focus our conversation around Hut8, a Canadian mining company. Matt gives his take on Hut8’s financial health, credit exposure, accounting practices, and plans to scale for the long term. Tune in! 02:01 - Introduction and background 07:52 - Interesting crypto mining companies that have gone public 09:45 - In-depth analysis of Hut 8 Mining 27:56 - Why margins for mining manufacturers will contract 34:29 - Ebang’s public listing 38:59 - Rapid Fire: LA Edition Follow our Guest: @_mattyamamoto Follow Amber Group for your weekly #CUPofCrypto  Twitter: @ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: www.ambergroup.io
41:21
July 3, 2020
EP 16: Unstacking with Sparkpool | The World's Largest Ethereum Mining Pool ?!
Crypto Unstacked Podcast | Your cryptocurrency questions unstacked weekly. In this episode we unstack with Xin Xu, Founder of Sparkpool, the world’s largest Ethereum mining pool. Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. Xin talks about the origin story that led him to founding Sparkpool. He shares his thoughts on the major differences between the GPU and ASIC mining industries, why GPU hardware offers a more diversified revenue stream beyond mining itself, and how Ethereum’s impending switch to Proof-of-Stake (POS) may impact the business model of large scale GPU miners.  02:02 - Introduction and background 07:02 - EthFans origin story and how Sparkpool started 15:39 - GPU mining vs. ASIC mining 23:35 - Mining pool vs. individual miners’ mining infrastructure strategy 25:39 - Risks of operating Ethereum mining pool 27:02 - Effect of mid-March selloff on Sparkpool 28:32 - Ethereum miners’ need for financial services 32:14 - What’s next for Sparkpool 34:53 - Rapid Fire Follow our Guest : www.sparkpool.com; @sparkpool_eth Follow Amber Group for your weekly #CUPofCrypto  Twitter: @ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: www.ambergroup.io
37:28
June 30, 2020
EP 15: Unstacking with Hash House | What's Inside Kirk's Enterprise?
Crypto Unstacked Podcast | Your cryptocurrency questions unstacked weekly Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. This week we unstack with Kirk Su, Founder of Hash House based in China.   In this episode, we have a special chat with an OG Bitcoin miner who's operated mining facilities in the West and the East. He shares his thoughts on a variety of topics including: coal as the preferable energy source for miners in China, partnering with private vs. state-owned Chinese enterprises, and why mining is not as profitable as some people think. Tune in to learn more!   01:56 - Introduction and background 03:32 - Kirk the Montana Miner 05:30 - Hardware procurement challenges in the U.S. 10:51 - How Kirk’s mining company was acquired 12:22 - What Kirk learned from mining in the West 16:16 - Why Chinese miners use coal power 21:47 - Private vs. public power plants in China 25:23 - Relationship with Bitcoin.com 27:05 - Community-building in crypto (and Kirk’s whiskey bar) 29:18 - Mining myths 31:29 - Rapid Fire Guest Website: www.hashhouse.pro   Follow Amber Group for your weekly #CUPofCrypto  Twitter: @ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: www.ambergroup.io
37:06
June 30, 2020
EP 14: Unstacking with GRIID | What's Happening off the GRIID?
Crypto Unstacked Podcast | Your cryptocurrency questions unstacked weekly. Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. This week I chat with Harry Sudock, Director of Strategy at Griid, one of the preeminent mining infrastructure companies in North America. In this episode, Harry talks about his team’s year long global search for the right mining location and why they ultimately chose to come back to the U.S to set up their mining facility. Harry also shares deep insights on topics including Griid’s process for evaluating infrastructure partners, his take on the ridiculous way that mining hardware is currently priced, why he is not that bothered by mining centralization, and his global macro take on Bitcoin. 02:13 - Introduction and background 05:35 - Griid’s mining business model 07:52 - Process for evaluating infrastructure partners 09:24 - Hardware - pricing and procurement 12:19 - Energy - sources and sustainability 17:44 - Harry on mining centralization 22:06 - Hashrate futures market 25:02 - Harry’s global macro-take on Bitcoin 28:07 - Why you should get exposure to mining 30:04 - How Griid plans for the future 32:03 - Rapid Fire Follow our Guest: @harry_sudock; harry@griid.com Follow Amber Group for your weekly #CUPofCrypto Twitter: @ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: www.ambergroup.io
35:42
June 22, 2020
EP 13: Let there be Luxor⚡️
Crypto Unstacked Podcast | Your cryptocurrency questions unstacked weekly. Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. This week I chat with Ethan Vera, CFO and Co-Founder of Luxor Technologies, one of the largest Bitcoin and altcoin mining pools in North America. We cover topics including: mining pool business model,  the Luxor profit switching pool, their enterprise partnerships, and the volatility of mining luck . Ethan breaks down the anatomy of hashrate and the emergence of hashrate as an asset class and how that is fast becoming an important topic of conversation within the crypto finance world. He also gives his take on whether the top 3 Chinese exchanges: Binance, Huobi, and OKEx will eventually get into the hashrate futures game now that they all own mining pools. Tune in to find out! 02:29 - Introduction and background 04:16 - Mining Pool 101 08:57 - Profit Switching in Mining Pools 12:00 - Institutional Demand 13:52 - Assessing Mining Pool Risk 15:06 - Anatomy of Hashrate 15:58 - Hashprice - The Value of Hashrate 18:16 - Volatility of Hashprice 21:44 - New Mining Pools - Binance, Lubian 24:19 - Hashrate Futures Market 30:43 - Rapid Fire Guest Twitter: @LuxorTechTeam Follow Amber Group for your weekly #CUPofCrypto Twitter: @ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: www.ambergroup.io
34:59
June 19, 2020
EP 12: Unstacking John McAfee (Part 2)
Crypto Unstacked Podcast | Your cryptocurrency questions unstacked weekly Amber Group presents #CUPofCrypto, covering everything from crypto finance to global macroeconomics. This week we continue with Part 2 of our conversation with the one and only - John McAfee. 1:13 McAfee on Crypto: “By the end of this month, the GHOST Exchange will be up and running with the ability to cash out into fiat if you want.” 20:39 McAfee on being a #BTC Bear: “They’re investing in all the thousands of cryptocurrencies hoping to make a quick buck rather than using them to free themselves from financial slavery.” 36:12 McAfee on the inception of McAfee Anti-Virus: “That was just a fluke, simply an opportunity.” 42:11 McAfee on Canning Plans: “If you have a plan, burn it, throw it away and do something else, because what creates companies is not a plan, is not an idea.” Guest Twitter: @officialmcafee; @GhostbyMcAfee Guest Websites: www.ghostbymcafee.com; www.mcafeedex.com Follow Amber Group for your weekly #CUPofCrypto Twitter: @ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: www.ambergroup.io
46:01
June 16, 2020
EP 11: Fighting Fire with Fireblocks
Crypto Unstacked Podcast covers everything from crypto finance to global macroeconomics. In 2019, Fireblocks came out of stealth mode raising $16m from investors including Eight Roads (the proprietary investment arm of Fidelity International), Swisscom Ventures, and Tenaya Capital. By January 2020, Fireblocks announced that they were securing $9bn+ in assets and that number has now surpassed $30bn as Fireblocks continues to grow its network of 50+ institutional clients including exchanges, wallets, custodians, brokerages, and OTC desks. As the first adopter of MPC technology in Asia, Amber Group is proud to be a Fireblocks partner.  This week we chat with Amy Zhang, Vice President of Asia Sales, and Stephen Richardson, Head of Product Strategy, about how Fireblocks is changing the narrative around custody and security. Fireblocks' secure transfer environment is enabling both a smoother operational experience between crypto native market participants as well as with legacy financial institutions entering the digital asset ecosystem. 6:09 Introduction to Fireblocks - the early days addressing scalability gaps 8:39 The growing Fireblocks network 12:57 Trends in the crypto capital markets 16:10 Leveraging Fireblocks for security and operational efficiency 24:29 What is MPC and the differences between MPC and Multi-sig 38:04 Fireblocks integration with decentralized finance 39:23 Fireblock’s tokenization platform 42:45 What’s next for Fireblocks in Asia Guest Twitter: @FireblocksHQ Twitter: @ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: www.ambergroup.io
53:05
June 12, 2020
EP 10: Unstacking John McAfee (Part 1)
Crypto Unstacked Podcast covers everything from crypto finance to global macroeconomics. This week #CUP welcomes a very special guest - the one and only - John McAfee.  In this episode, we chat about the military industrial complex, Shakespeare's "insolence of office", his fascination with drugs and hallucinogenics, his early start in entrepreneurship from the age of 11, his view on crypto and open source technology. Tune in to Part 1! 01:24 McAfee on Politics “I’m concerned and unless that is addressed, this isn’t going to go away, people.” 15:03 McAfee on Hallucinogens: “The 60s were the days when if people were passing through a town and handing out a pill, we just popped it.” 20:37 McAfee on Early Entrepreneurship: “Entrepreneur-ism is taking advantage of opportunities that lend themselves to potential money-making activity.” 25:52 McAfee on Crypto: “It came from the people.” Guest Twitter: @officialmcafee; @GhostbyMcAfee Guest Websites: www.ghostbymcafee.com; www.mcafeedex.com Twitter: @ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: www.ambergroup.io
28:51
June 11, 2020
EP 9: Your Layer1 "Liegl" Counsel
Crypto Unstacked Podcast covers everything from crypto finance to global macroeconomics. This week we chat with Alex Liegl, CEO at Layer1 Technologies. Layer1 Technologies is the Peter Thiel-backed Bitcoin mining company based in West Texas. In this episode, Alex unstacks the process of converting energy into money, how Layer1 plans to achieve supply chain independence, and the philosophy behind mining from first principles. Tune in to hear Alex’s take on Layer1’s grand vision to become a vertically-integrated, sustainable Bitcoin mining facility and what they’re doing to push the boundaries of a typical crypto mining company. Guest Twitter: @alexanderliegl; @LAYER1OFFICIAL Twitter: @ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: www.ambergroup.io
40:19
June 3, 2020
EP 8: Hakuna Matata - The 6600 BTC Fund Going All In
Crypto Unstacked Podcast covers everything from crypto finance to global macroeconomics. This week Mustafa Yilham, Vice President of Global Business Development at Bixin Global, joins us to talk about mining in Asia.  Bixin is one of the earliest offline crypto wallet businesses and operates one of the largest mining operations. Recently, they announced the formation of a 6600 BTC Fund of Funds investing solely in crypto quant funds. In this episode, we chat about mining economics within the context of geography, variables he looks for when researching mining hot spots and sourcing electricity, his thoughts on Binance’s new mining pool, and why he thinks mining is decentralizing faster than he anticipated.   Guest Twitter: @MustafaYilham; @Bixinwallet Twitter: @ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: www.ambergroup.io
32:28
May 27, 2020
EP 7: The Mining Low-Down with Quigley
Crypto Unstacked Podcast covers everything from crypto finance to global macroeconomics. This week John Lee Quigley, Head of Research at MinerUpdate, joins Crypto Unstacked for Part 2 of our conversation with the crypto mining media company. In this episode, John and I chat about a number of topics he’s researched in the past including: crypto in the current period of Global Monetary Inflation (GMI), the economics of oil and digital gold, the mining cost curve, and different Bitcoin valuation models such as Stock-to-flow (S2F) and the Bitcoin Energy Equivalence Model. @BitcoinNomadic @MinerUpdate minerupdate.substack.com hi@minerupdate.com www.minerupdate.com adaptiveanalysis.io adaptiveanalysis.substack.com Twitter: @ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: www.ambergroup.io
42:35
May 19, 2020
EP 6: MinerUpdate - Making Mining Sexy Again
Crypto Unstacked Podcast covers everything from crypto finance to global macroeconomics. This week’s Crypto Unstacked features Daniel Armitage, Co-Founder of MinerUpdate, a crypto mining media company that put on the first ever English-speaking crypto mining event in China last year. Following the event’s massive success, MinerUpdate continues to bridge the mining community in the East and the West through their research and consulting services. In this episode, Daniel gives us a 30,000 ft. view of the mining industry and shares his thoughts on a variety of topics including: - the evolution of the crypto mining space - the institutionalization of mining over this past year - why guan xi  (relationship) is the key to China’s mining business - miners’ mentality going into the Halving @dcarmitage @MinerUpdate  minerupdate.substack.com hi@minerupdate.com  www.minerupdate.com Twitter: @ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: www.ambergroup.io
40:60
May 11, 2020
EP 5: The Humans of Crypto Mining Series
Crypto Unstacked Podcast presents The Faces. The Voices. The Humans of Crypto Mining. With the Bitcoin Halving right around the corner, the spotlight on crypto mining is heating up. Join me as I get in front of the smartest minds in the space and unstack the bytes, sats, and hash of crypto mining.
04:42
May 10, 2020
EP 4: The Philosophy that Wins (Risk, Volatility, Crypto)
Crypto Unstacked Podcast covers everything from crypto finance to global macroeconomics. This week’s Crypto Unstacked features Pallop Angsupun, Chief Risk Officer at JST Capital. Pallop worked alongside Nassim Nicholas Taleb during the financial crisis, managing the Black Swan Tail-Risk protection fund at Universa Investments. A respected trader in the financial markets, Pallop has now taken his expertise over to the crypto markets. During this episode, Pallop and I chat about misconceptions around risk and volatility, why many of the financial models from the 1960s and 70s are flawed, and how he views tail risks in the crypto markets. Tune in to hear why Pallop is bearish on the current global macro environment and what he thinks it will take for crypto to be an investable asset class over the long term.  Twitter: @ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: www.ambergroup.io
35:14
May 5, 2020
EP 3: Straddle Sisters
Crypto Unstacked Podcast covers everything from crypto finance to global macroeconomics. In this week's #CUPofCrypto we chat with Annabelle Huang, Head of OTC And Structured Solutions at Amber Group. We unstack trends in the crypto derivatives industry, how Black Thursday was a catalyst for bespoke options from market participants such as miners, and differences in crypto derivatives trading activity between Asian and Western institutional players. All this and much more!  Twitter: @ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: www.ambergroup.io
27:28
May 1, 2020
EP 2: Stack sats and stack yields - Crypto yield capture
Crypto Unstacked Podcast covers everything from crypto finance to global macroeconomics. This week we unstack three crypto yield capture opportunities: the carry trade, collateralized lending, and the futures basis trade. Twitter: @ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: www.ambergroup.io
15:01
April 23, 2020
EP 1: Triple Threat - Crypto market volatility, US macro moves, & the Dollar funding shortage
Crypto Unstacked Podcast covers everything from crypto finance to global macroeconomics. This week we unstack crypto market volatility, major US macro moves, and the recent Dollar funding shortage. Twitter: @ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: www.ambergroup.io
15:46
April 15, 2020
Introducing Crypto Unstacked with Leslie Lamb
Crypto Unstacked is a weekly podcast covering everything from crypto finance to global macro. Presented by Amber Group. Twitter: @ambergroup_io Telegram: @AmberGroup Email: contact@ambergroup.io Website: www.ambergroup.io
03:31
April 12, 2020