The Crypto Market Watch

In this exciting episode of The Crypto Market Watch, we dive deep into the latest developments and controversies surrounding the crypto world. Here's a rundown of the topics we cover in this episode:

Intro (00:00 - 03:14)

• Catching up and a quick preview of today's topics

WorldCoin: The Controversial Project (03:15 - 12:43)

• The ambitious goal of WorldCoin and its reliance on biometric scanning
• Privacy concerns and the trade-offs between decentralization and data protection
• The potential societal impact of WorldCoin and the broader implications of biometric technology

Regulatory Crackdowns on Binance and Coinbase (12:44 - 24:21)

• A discussion on the recent crackdowns on major crypto exchanges
• How regulation may impact the future of the crypto space
• Exploring the possibility of increased regulations in the UK and around the world

Disney Backs Out of the Metaverse (24:22 - 33:18)

• Disney's surprising decision to withdraw from metaverse projects
• Speculation on the reasons behind the decision and its implications for the metaverse
• A broader discussion on the role of corporations in shaping the future of Web3 and crypto

The UK's Role in Web3 and Crypto (33:19 - 42:03)

• The potential for the UK to become a leader in the Web3 and crypto space
• The challenges and opportunities faced by the country in its pursuit of crypto prominence
• Exploring the UK's stance on regulations and its potential impact on the industry

Brainstorming the Episode Name (42:04 - 45:30)

• A light-hearted discussion on possible episode names, eventually settling on "Worldcoin: Scan Me Harder, Daddy"

Outro (45:31 - 47:08)

• Wrapping up the episode and thanking the listeners
• Where to find us: Discord, Telegram, and Twitter

Be sure to tune in for this in-depth discussion of the latest happenings in the world of cryptocurrency, and join our community on Discord, Telegram, and Twitter to share your thoughts and opinions on these critical topics!

Socials:

In this week's episode of The Crypto Market Watch, hosts Marsh Frost and Dr. Nick discuss the recent collapse of Silvergate and Silicon Valley Bank, which sent shockwaves through the global markets, particularly in the crypto industry. They delve into the impact of these events on stablecoins like DAI and USDC, as well as the potential consequences for both traditional and decentralized finance. They also ponder whether the instability in the banking sector can be blamed on the crypto industry or if it's a symptom of larger issues in the world of finance.

• Banking Collapse!

• Silvergate 

• Silicon Valley Bank

• Stablecoins de-pegging (USDC and DAI)

• Recovery

• Backstop / Bailouts

• Do DAOs fix this?

Rug of the week:

This week, Dr Nick and Marsh Frost talk about the anatomy of Ponzis and how they could lead to the future of finance…

Show Notes:

• What is a Ponzi?
• Are all Ponzi scams?
• Are there different types of Ponzis?
• How to spot a Ponzi?
• The ponzi ponzu continuum
• Ponzinomics
• Sustainable Ponzinomics

Resources:

In Episode #17, Dr Nick and Marsh Frost discuss the concept of Midcurving. Dr Nick and Marsh Frost frequently refer to making Midcurve decisions in Crypto. In this episode, we dive deeper into what Midcurve is and why all is not lost if you are a serial midcurver.

Show Notes:

• What is midcurving in crypto?
• What does this tell us about investing in crypto?
• 15 IQ trades vs 150 IQ trades
• What are the risks?
• Nick’s greatest mid curves
• What do you think is the right approach?

Midcurve memes:

A midcurve meme made by Marsh Frost:  https://imgflip.com/i/7b4wzo

In Episode #16, Dr Nick and Marsh Frost don their laser eyes and pull back the curtains on Bitcoin and deep dive into the pioneering technology. Jpegs (NFTs) on bitcoin is a new utilisation of the protocol, and we address the buzz around ordinals head-on.

• What is bitcoin?
• Why is it significant?
• Why can't others replicate its success?
• What are its limitations?
• How do you attack bitcoin?
• How does it work
  • Consensus mechanism
  • Proof of work
• NFTs on Bitcoin
• Ordinals
• The Future of Bitcoin

In this episode, Dr Nick and Marsh Frost reviewed Dr Nick's predictions for last year (2022).

Marsh and Dr Nick go through each prediction and see how on the money Dr Nick is with each prediction.

The Tweet thread under discussion:

Dr Nick and Marsh Frost talk about NFTs. We discuss the technologies future and what the "Trump Digital Playing Cards" means for NFTs. During the second half of the show, Dr Nick and Marsh go through 2022 major news events, how they impacted Crypto, and how the 2022 dominoes lined up. 

• What is an NFT vs a Fungible Token
• Future of NFTs
• 2022 News Round-Up

Socials:

Dr Nick and Marsh Frost talk about CBDCs, why they are important, and what they represent. Our apologies for the abrupt ending of this episode. We hope you enjoyed the conversation.

Dr Nick talks through his thesis framework: Dawn of Persmissioned Money.

Thesis framework - Dawn of Persmissioned Money

• Bitcoin and Cryptocurrency
• Ethereum and Programmable Money
• Public Blockchains and Permissionless Systems
• Stablecoins
• Libre
• Central Banks
• Private Blockchains
• Banking the Unbanked
• Monetary Policy and the Post-Pandemic Economy
• CBDC Designs
• Digital Identity
• Programmatic State Money
• The Dawn of Permissioned Money
• Absolute Ultra Dystopia

CBDC Tracker:

Dr Nick and Marsh Frost are joined by special guest, Charlie Apthorp of Athena Labs.

This week, they go through one of Dr Nick's tweets, where he asked the following: “What are the things you hate about this industry?”

We go through the best responses and get critical of the crypto industry and lean into Dr Nick's Anti-Crypto Arc.

Show notes:

Dr Nick and Marsh Frost discuss the ongoing collapse of FTX and Almeida Research and what it means for Crypto.

We cover cults, drugs, politics, ponzis, power and more. This is a great primer for the crypto-curious who are interested in the collapse of FTX.

Important FTX tweet threads:

In Episode 9  of TCMW, Dr Nick and Marsh Frost discuss one of the most common yet least nuanced negative Crypto events, a Rug Pull.

Dr Nick will provide a framework on how to think about Rug Pulls and how to avoid them. Or if you absolutely positively have to buy the meme token, what you are looking for in a Project so you can better anticipate what style of Rug pull may be on the horizon.

The Show:

What is a Rug pull?

What are the types of Rug pulls?

   *Most Basic Rug* - The exit scam

   *The Classic Rug* - LP tokens yanked

   *The Token Rug* - Dumped supply

   *The Slow Rug* - Bleed out the value slowly by dumping supply or removing LPs.

   *The Sly Rug* - We’ve been “hacked”

   *The Pump and Rug* - Liquid supply on launch, pumped through a low float AMM.

   *The Insider Rug* - The supply is actually cornered by insiders and the only way is down.

   *The Algorithmic Rug* - Automate the rug stack and deploy relentlessly.

   *The Rug Sandwich* - The sandwich attack

   *The Dust Rug* - You have been dust attacked with Tornado ETH

   *The Bacon Rug* - You are X hops away from tornado cash you are rugged.

   *The DAO Rug* - You invested in a DAO and they have decided you are unworthy of your tokens e.g. Merit Circle

   *The Vapour Rug* - It’s all whitepaper and dreams and that’s it. The insiders know this and get out before you.

   *The Inu Rug* - Elon has tweeted and it’s time to buy the meme coin.

   *The Wrapped Token Rug* - You’re happily playing around on a chain using ether which is not ether. The bridge is rugged.

   *The Rebase Rug* - You’re inflated away to zero, one way or another.

“Everything that can be rugged, will be rugged”

In Episode 8 of TCMW, Dr Nick and Marsh Frost discuss one of the spiciest, meme-worthy topics, Crypto Regulations. It's a complex topic with wide-reaching, long-lasting implications that has the ability to polarise the Crypto-sphere, like no other. It’s time to get spicy…

The Show:

This week, Marsh Frost & Dr Nick discuss “Token Economics”. Nick and Marsh discuss one of the most important cornerstones of all Crypto/web3 projects, token economics.

The Show:

• What is token economics?
• What is a token
• What is a utility token?
• What is a security token?
• Game theory and mechanism design
• Why is token economics important?
• How do you know if token economics are good?
• Have there been any good token systems?

News :

This week, Marsh Frost & Dr Nick discuss “The Metaverse”. Nick and Marsh discuss the existential question around what the Metaverse is and then they deep dive into the nascent area.

So be prepared to go meta…

The Show:

• What is the Metaverse?
• Metaverse Narratives

This week, Marsh Frost & Dr Nick discuss “What is a Real DAO?”. Nick and Marsh go down the rabbit on a nascent and nebulous area and attempt to put some flesh on the bone on what is and what is not a DAO (Decentralised Autonomous Organisation).

This week, Marsh Frost & Dr Nick discuss why Crypto and Web3 are different. We will deep dive into their history, what each of them represents, their differences and some use cases.

Crypto vs web3

• What is web2?
• Aren’t Crypto and Web3 interchangeable?
• What role can crypto and web3 play in our society?

Crypto

• What is crypto?
• What is permisionlessness
• What is credible neutrality
• Crypto use case
• Shouldn't we all just focus on Crypto?
• Why is Crypto important?

web3

• What is web3?
• Web3 use case?
• Who will use web3?
• Why bother with web3?
• Is web3 optional?

News :

This week, Marsh Frost & Dr Nick discuss the ins and outs of Soul Bound Tokens. We also go into the token economics and game mechanics of finance.vote, the play to earn prediction market.

SBT:

• What is an SBT?
• SBT vs NFT
• Why are SBTs important?
• Decentralised Society
• Good vs bad of an SBT?
• Potential applications?

FVT:

• What is finance.vote? 
• History of finance.vote?
• How does finance.vote work? (what are the game mechanics?)
• What is predict to earn?
• Why is finance.vote different from other prediction markets?
• What problem does fvt solve?
• Who is eligible to predict with finance.vote?
• Who manages and fine tunes finance.vote?
• What does the future look like for finance.vote?

Competition:

Win an ETH ID (3 in total)

this week, Marsh Frost and Dr Nick talk deep dive into Ethereum, The Merge and Prediction Markets

Ethereum

• What is Ethereum?
• Why is Ethereum important?
• What is Eth Classic?
• What are Ethereum’slLimitations?
• What are Ethereum's strengths?

Merge

• What is the Merge?
• When is it happening?
• What does it change?
• Why is it important?
• Forks
• Does it solve Eth’s scaling issues?
• What else is affected by the merger?
• The Merge and ESG
• Bullish or bearish for eth
• Ado token economics
• Concerns
  • Scam forksption-based
  • Censorship risk

Prediction Markets

• It's why we are here!
• What is FVT?
• What are prediction markets?
• Why are prediction markets important?
• How do prediction markets work?
• History of prediction markets in crypto?

Books / Papers recommended by Dr Nick:

In this inaugural episode, Dr Nick and Marsh Frost discuss DAOs and Maker DAO.

Apologies for some of the sound issues in this recording, we are using new equipment in a new set-up, and it will take us a little time to figure it out, but we will work on perfecting this. 

Nick and Marsh discuss the following and more:

DAOs:

• What is a DAO?
• How does a DAO work?
• Why do we need DAOs?
• Why do we need DAOs now?
• What could be the impact of DAOs?
• How do you join a DAO?
• Where are DAOs now?

MakerDAO: