Podcast Episodes

Market Renaissance and Infrastructure Overhaul

Episode 149

Bitcoin pushed past $125,000 this week as US spot ETFs saw massive inflows, and corporate treasuries added to their reserves. With the US government …

5 months, 3 weeks ago

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Uninspiring Price Action, Slowing TVL Growth, and RWA on Avalanche

Episode 148

This episode breaks down the key turning points in the current macro environment, exploring why risk assets are struggling despite recent Fed dovishn…

6 months ago

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Crypto Liquidations Drive Markets Lower

Episode 147

This week, the team analyzes the liquidation-driven downturn in BTC, ETH, and altcoins, alongside the broader macroeconomic outlook for Q4. Plus, Col…

6 months, 1 week ago

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DATs, the Fed and Seasonality

Episode 146

David and Colin answer three pressing questions from institutional investors: is the DAT cycle over? Do Fed cuts represent a local top? Does seasonal…

6 months, 2 weeks ago

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Nasdaq's Crypto Push and a Labor Market Shocker

Episode 145

Nasdaq's Crypto Push and a Labor Market Shocker

Description: This week, we're analyzing a market that's showing a clear divergence. Bitcoin is seeing …

6 months, 3 weeks ago

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Discussion with CEO of Pudgy Penguins, Luca Netz

Episode 144

This week, we sit down with Luca Netz, the CEO of Pudgy Penguins, to discuss the project and its vision. Additionally, the team shares insights on ma…

6 months, 4 weeks ago

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A discussion with Rekt and crypto's derisking ahead of Jackson Hole

Episode 143

This week we sit down with Ovie Faruq, founder of Rekt Brands, and talk through crypto's weakness ahead of Friday's Jay Powell speech.

 

Speakers:

Joshu…

7 months, 1 week ago

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Ethereum's Explosive Rally, Coinbase Unlocks DEXs & The Post-CPI Macro Game

Episode 142

Description: This week, we're digging into the market's reaction to the latest CPI data and what it means for the macro landscape as we look ahead to…

7 months, 2 weeks ago

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JPMorgan & Coinbase Partner, SEC Rewrites The Rules & Powell Heads to Jackson Hole

Episode 141

This week, we're analyzing the market's reaction to the recent Non-Farm Payrolls report, which hit our markets and has significantly increased rate c…

7 months, 3 weeks ago

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BTC's large seller and ETH's continued outperformance

Episode 140

This week we dive into BTC's resilient price action in the face of challenging flow dynamics and break down ongoing ETH demand and broader macro tren…

8 months ago

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