Episode Details

Matt and Nic are back for another rocky week in the markets. In this episode: 

• Our thoughts on the Chinese mining situation
• Is Sichuan being spared the crackdown?
• Why Bitcoin's hashrate may not recover for a while
• Why China is cracking down on mining now
• How China's ultra-high voltage transmission is affecting mining policy
• How is miner selling influencing price?
• Our remaining China grey swans
• Our theories on the relationship between price and hashrate
• The SEC settles another ICO from 2017
• Our analysis of the NYDIG/ core banking provider integrations
• Why social graph portability is so important
• Taleb writes a bad bitcoin paper
• Bitcoin still has a GBTC overhang

Content mentioned in the episode: 

• Nic in Coindesk, Go West, Bitcoin! Unpacking the Great Hashrate Migration
• NYDIG/FIS press release
• Rebuttals to Taleb's paper on Bitcoin

This episode supported by: 

• Eventus, the leading global provider of multi-asset class trade surveillance, transaction monitoring and market risk solutions. Its award-winning trade surveillance platform is easy to deploy, customize and operate. Eventus is proven in the most complex, high-volume and real-time environments and supports many of the industry's leading crypto exchanges including Coinbase, Gemini, ErisX and OSL. Find them at onthebrink.link/eventus