Crypto Unstacked

Crypto Unstacked

By Leslie Lamb
Crypto Unstacked is a weekly podcast that covers everything from crypto finance to global macro.
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EP 4: The Philosophy that Wins (Risk, Volatility, Crypto)

Crypto Unstacked

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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
32:27
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
42:34
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
40:59
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
35:13
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
15:00
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
03:30
April 12, 2020