Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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continue reading
Content provided by Castle Island Ventures. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Castle Island Ventures or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Guy Young (Ethena) on the Past and Future of Crypto Interest Rates (EP.507)
Manage episode 403621743 series 2550832
Content provided by Castle Island Ventures. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Castle Island Ventures or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Guy Young, the founder of Ethena, rejoins the show to give us an update on Ethena and to discuss the nature of crypto interest rates.
In this episode:
- Reflections on the Ethena launch
- ETH funding rates versus ETH ETF expectations
- Funding rates on crypto native exchanges versus CME
- Why Ethena versus doing the cash and carry trade
- At what point does Ethena start to drive down funding rates
- The history of the cash and carry trade in crypto
- Did yield farming represent a real form of yield?
- Why is yield farming less viable today?
- The ultimate convergence between tradfi and crypto yields
- Where risk premia come from for Ethena versus the risk free rate
- ETH taking yields and their development
- Guy’s concerns about Eigenlayer and its effect on DeFi
- Interactions between real rates and crypto rates
- Stablecoin supply versus tradfi interest rates
- Crypto yields versus RWA supply
- The share of stablecoins that is speculative in nature
- Guy’s expectations for the medium term future of crypto rates
562 episodes
Share
Manage episode 403621743 series 2550832
Content provided by Castle Island Ventures. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Castle Island Ventures or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Guy Young, the founder of Ethena, rejoins the show to give us an update on Ethena and to discuss the nature of crypto interest rates.
In this episode:
- Reflections on the Ethena launch
- ETH funding rates versus ETH ETF expectations
- Funding rates on crypto native exchanges versus CME
- Why Ethena versus doing the cash and carry trade
- At what point does Ethena start to drive down funding rates
- The history of the cash and carry trade in crypto
- Did yield farming represent a real form of yield?
- Why is yield farming less viable today?
- The ultimate convergence between tradfi and crypto yields
- Where risk premia come from for Ethena versus the risk free rate
- ETH taking yields and their development
- Guy’s concerns about Eigenlayer and its effect on DeFi
- Interactions between real rates and crypto rates
- Stablecoin supply versus tradfi interest rates
- Crypto yields versus RWA supply
- The share of stablecoins that is speculative in nature
- Guy’s expectations for the medium term future of crypto rates
562 episodes
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Similar to On The Brink with Castle Island
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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