The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.
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Lightspeed is a podcast for those interested in how crypto can solve real problems and create products users love. It's a callback to the garage days of Silicon Valley, where builders pushed the limits of hardware and software to build world-changing products. We interview the projects and founders that will make this same impact today.
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Bell Curve breaks down the most important themes in crypto for people who, like us, are confined to the middle of the bell curve. Each season explores a different thesis that we'll test and refine through debate with crypto's best. If you're a crypto native, degen or investooor, this podcast is for you.
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The worlds of macro finance and crypto are continuing to draw closer together. On the Margin will host some of the greatest minds in the world of asset management, markets, and discuss how ideas that were once on the margin are now becoming mainstream.
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Empire features interviews with top crypto founders to get the real stories that aren’t shared elsewhere. Empire is your look behind the curtain of the crypto industry. We release two episodes per week: guest interviews on Tuesday and a weekly roundup on Friday.
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0xResearch is the show for those who want to step up their game and think like a crypto analyst. We bring on crypto's best to uncover the latest research, explore protocol developments and identify new narratives. We are full-time crypto analysts who read white papers, governance forums and research pieces for fun (normal, right?). Join us as we combine crypto's top talent with our countless hours of research to create the best content in the space.
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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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Host Anthony "Pomp" Pompliano runs through history covering the financial insights from the world's largest companies and investors.
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Conversations with founders, for founders.
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Host Soona Amhaz sits down with the movers and shakers in the crypto industry to discuss the big ideas they spend their days thinking about. Soona and her guests examine everything from industry trends, to what books they're reading, to human psychology and investing.
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Base Layer will be providing insights from founders and investors in the base layer of cryptoassets. Simplifying complex projects and the technology being developed, from interoperability to relayers and more - who is building the future, why are they and how are they doing it.
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From Meltem Demirors and Jill Carlson, welcome to What Grinds My Gears, a podcast about the bizarre and buzzworthy happenings in the world of cryptocurrency. Each week, we delve into one key theme in crypto, and examine this theme through a broader financial, political, and cultural lens to learn from the past, understand the present, and explore the future.
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We’re pleased to introduce our new podcast series — Abra's Money 3.0, your guide to the future of all things money. The way money works — everything from the technology behind money to the way people are using it — is changing. This new podcast series will take a deeper dive into this evolution and how it is impacting finance, investing, and access to global markets. Learn how Money 3.0 works and how it will impact you by joining us in conversation with the people spearheading the future of ...
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I sit down every week with the most based people in crypto. My goal is to create a safe space to have the deepest and most real conversations with the biggest builders and investors in the industry, as well as to help educate the mainstream people, politicians, celebrities and big Web2 entrepreneurs coming into Web3. Hopefully this platform does its little part in onboarding as many people as possible into the incredible world of opportunities that Web 3 offers, while staying true to crypto’ ...
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Where we interview thought leaders in the DeFi space so that you can learn and attain financial freedom.
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The block Is hot when this group gets together and decides to give their opinion on current affairs. Like the show says "Real Talk, Good Music, News and More..."
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About Proof-of-PR: Your passport to the world of public relations and communications strategy for Bitcoin and Web3. An inside look into the future of finance, technology, and entrepreneurship from those driving innovation in the space. Join us as we learn how they generate headlines, cut through the noise and grow their brand awareness through media placements, press mentions and thought leadership. These are the stories behind their success. This --- is Proof-of-PR.
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On Fundamental Value we speak with the leading hedge funds, analysts, trading venues, and digital asset market participants. Our goal is simple - to understand how the leading minds in the cryptocurrency space are researching, analyzing, and quantifying the value of cryptocurrency. The Fundamental Value Podcast is hosted by Joshua Frank, CEO of The TIE - the leading provider of institutional cryptocurrency data. https://thetie.io
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1
E89: Blockworks Founder - How To Build A $135M Crypto Empire From Scratch (Formula Revealed)
1:51:22
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Jason Yanowitz is the CoFounder of @BlockworksHQ , a $135M Crypto Media Empire that delivers premium insights and breaking news on digital assets to millions of investors. He is also the Co-Host of the @empirepod , the go-to podcast for crypto founders.Throughout the conversation, we explore the challenges of building a business with no experience,…
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1
China's Liquidity Impulse, A Turning Point For Markets | Weekly Roundup
46:54
46:54
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This week we discuss China’s economic stimulus, the resilience of the labor market, and the GDP/GDI revisions. We also delve into global liquidity & equity multiples, things to actually worry about in the future, and much more. Enjoy! — Follow Quinn: https://x.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Felix: https://twitter…
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1
Why We're Uncomfortably Bullish on Crypto | Roundup
1:03:22
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In this episode, Santi and Jason reveal their "uncomfortable bullishness" on crypto, despite recent market choppiness. They dissect Kamala Harris's first pro-crypto statements and their potential impact on the industry. They also dive into the growth of DePIN projects, particularly Helium's surprising metrics and its implications for the sector. Th…
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1
Firedancer: The Next Era of Solana Performance | Analyst Round Table
47:53
47:53
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47:53
In this episode, we discuss memecoin activity on Solana, Token2049 and Solana Breakpoint, and Kamino’s current incumbent status. Additionally, we dive into recent developments in gaming on Solana. Finally, we cover how the release of Firedancer will impact Solana going forward. Thanks for tuning in! As always, remember this podcast is for informati…
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We apologise for any slight audio glitches in today's episode! This week Chief returns to discuss where are we in the cycle, the outlook for majors & alt's, trading the election, the crypto/AI thesis & much more. Enjoy! -- Follow Chief: https://x.com/chiefingza Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Foll…
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1
How DePIN Is Revolutionizing Social Coordination | Sean Carey
1:06:49
1:06:49
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Gm! In this episode, Sean Carey, Partner at Borderless Capital, joined us to discuss all things DePIN! We dove into DePIN selling points, the sustainability of DePIN projects, and what infrastructure makes the most sense for DePIN. Additionally, we spoke about why crypto and DePIN work so well together. Finally, we closed the episode by discussing …
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1
The Last Bitcoin Cycle That Matters | Charles Edwards
42:42
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In this episode, Charles Edwards joins the show to discuss why the current cycle is the last that will matter, the impact of Bitcoin ETFs, and what the on-chain data is signaling. We also delve into the approval of options on the IBIT ETF, the key top signals, and much more. Enjoy! — Follow Charles Edwards: https://x.com/caprioleio Follow Felix: ht…
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1
Decentralizing the Dollar on Ethereum | Michael & Colin
55:19
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In this episode, we’re joined by Michael and Colin from Liquity! We discussed Liquity v1 vs Liquity v2, how user’s are behaving, and the role of their stability pool. Additionally, we discussed how they’re thinking about capturing revenue with the v2 model, and the importance of integrations and composability for stablecoins. Finally, we ended the …
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1
How Bitcoin Prepared Us for the Memecoin Era | Murad Mahmudov
1:11:38
1:11:38
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In this episode, Murad Mahmudov joined us to bridge the gap between Bitcoin maximalism and memecoins! We dove into the exponential growth of altcoin bubbles, parallels between NFTs and Memecoins, and finding cult-like communities. Additionally, we asked ourselves: how important is revenue? Is Bitcoin a memecoin? Can older altcoins ever come back? F…
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1
Slowing But Growing: Why The U.S. Isn’t Headed For Recession | Prometheus Research
57:55
57:55
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In this episode, Prometheus Research joins the show to discuss his macro framework, what the subcomponents of GDP tell us about the economy, and where we are in the business cycle. We also take a deep dive into the manufacturing sector, the components of liquidity, and much more. Enjoy! __ Follow Prometheus Research: https://x.com/prometheusmacro F…
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1
What The Latest Fed Decision Means For Markets | Weekly Roundup
1:03:18
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This week we discuss the Fed decision & economic projections, the bullish market signals, and the reasoning behind recession calls. We also delve into the trajectory of the economy and cutting cycle, private credit markets, the banana zone, and much more. Enjoy! — Follow Quinn: https://x.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ F…
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1
How Ephemeral Rollups Impact Solana Gaming | Andrea, MagicBlock
1:02:57
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Gm! In this episode, we’re joined by Andrea Fortunio, Co-founder of MagicBlock! We discussed the current state of the Solana gaming industry, AAA vs Mobile gaming, and the benefits of Ephemeral Rollups. Additionally, we dove into the security implications of utilizing optimistic rollups in onchain gaming. We ended the episode with coverage of Magic…
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1
The Case for a New Internet | Curtis Yarvin & Jake Brukhman, Urbit
1:49:10
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In this episode, Urbit founder Curtis Yarvin presents a case for reimagining the internet from the ground up. Yarvin dissects the evolution of the internet from its decentralized origins to today's centralized "social databases," explaining how this shift has degraded online communities and compromised digital sovereignty. He introduces Urbit as a …
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1
Can Seeker Unlock Solana’s True Potential? | Ian Unsworth
1:06:44
1:06:44
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Gm! In this episode, Jack and Ian Unsworth from Kairos Research discuss Solana Mobile’s latest device, Seeker, and its potential impact on Solana’s growth. Additionally, they dive into the value proposition for Non-Bitcoin ETFs, and Trump’s upcoming DeFi project. They close out by asking - will Solana restaking be successful? Enjoy! Resources Heliu…
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1
Asia's Crypto Boom, Stablecoin Wars, and Crypto's Global Shifts | Roundup
51:50
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In this episode, the Jason and Santi dive deep into their experiences at Token2049 in Singapore. They discuss the staggering scale of Asian crypto exchanges, the emergence of yield-generating stablecoins, and the stark contrast in user adoption between Asia and the West. The conversation also touches on founder fatigue in the crypto space, Singapor…
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1
Navigating the Expanding Rollup Landscape | Roundup
1:08:12
1:08:12
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In this episode, Mike and Myles discuss Solana’s new mobile phone, Seeker, and the impact it might have on crypto adoption. Additionally, they dove into the L2 landscape today, and asked themselves - when do gas costs stop being a differentiator? What are the most important aspects to consider when building an L2? Finally, they closed the episode w…
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1
The Fed’s Dilemma: Deflationary Cliff Or Debt Spiral | James Lavish
1:01:22
1:01:22
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In this episode, James and Felix discuss the latest Federal Reserve interest rate decision, the impact of quantitative easing & tightening, and the consequences of trillion-dollar annual deficits. We also delve into the repo market, why the Fed is disconnected from inflation, the role of hard assets like Bitcoin and gold, and much more. Enjoy! — Fo…
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1
Creating the Future of the Internet Onchain | Jesse Pollak
1:01:26
1:01:26
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1:01:26
In this episode, Jesse Pollak, Base builder #001, joined us to discuss the creation of Base, maintaining a consistent UX on Base, and Base sequencers vs other L2s! We also dove into the importance of decentralizing Base, how the team is thinking about Parallelized EVMs, and their consumer focussed approach. Finally, we closed out by asking Jesse ho…
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1
E88: dVIN Co-Founder - Disrupting the $250B Wine Industry With Blockchain
1:19:17
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David Garrett is the co-founder and CEO of DVIN Labs, a pioneering company revolutionizing the wine industry by merging blockchain technology with luxury and investment-grade wine. With a background in tech and entrepreneurship, David has a deep passion for wine, having built businesses across multiple countries and becoming a key figure in the win…
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1
Rethinking Ethereum's Block Building: CommitBoost & Pre-Confirmations | Drew Van der Werff
1:04:11
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In this episode, we dive deep into the future of Ethereum's infrastructure with Drew from CommitBoost. We unpack how CommitBoost aims to change Ethereum's block building process, potentially solving long-standing issues of censorship resistance and transaction efficiency. We unpack the concepts of inclusion lists and pre-confirmations, and how they…
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1000x livestreams are your chance to get Avi and Jonah to answer your crypto market questions in real time! This episode we discuss how to trade crypto's current market regime, Fed rate cuts, the BTC to alt rotation, is ETH the XRP of this cycle & much more. Enjoy! -- Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 10…
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1
Can Drift Rival Binance? | Analyst Round Table
1:17:27
1:17:27
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In this episode,we were joined by a special guest: the host of Bell Curve, Michael Ippolito! We discussed the PerpDEX sector, prediction market success after the US election, and the different ways to monetize social networks. Additionally, we asked ourselves, what parts of crypto suck? Finally, we unpacked the L1 trade, and discussed getting silly…
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1
Fed Is Easing Into Major Regime Shift | Darius Dale
52:17
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This week we discuss the Federal Reserve’s upcoming interest rate decision, the path to the neutral rate, and why the Fed should front-load its rate cuts. Darius and Felix also delve into why the recessionistas are wrong about the labor market, the fiscal impulse, the impact of the BOJ and China on global macro, and much more. Enjoy! __ Follow Dari…
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1
The State of Solana DeFi | MacBrennan, MarginFi
54:27
54:27
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Gm! In this episode, MacBrennan, Co-founder of MarginFi, joined us to discuss the state of Solana DeFi, crypto founder exhaustion, and crypto’s image problem. We also asked ourselves, where are the new users? Finally, told us how MarginFi has navigated 2024, and what he is optimistic about in crypto today. Enjoy! Resources MacBrennan’s Take on Foun…
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1
Are We Overhyping AI in Crypto? | Casey Caruso & Mohamed Baioumy
1:15:09
1:15:09
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In this episode, we explore the critical intersection of AI and crypto with Casey Caruso and Mohamed Baioumy. They delve into why decentralization could be the key to democratizing AI, unpack edge computing, local AI models, and the potential for crypto and AI. We also tackle the challenges of privacy, the importance of solving real-world problems,…
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1
Pushing Crypto to the Edge: Redefining Communication and Security with Ian Leviness and Pascal Gauthier
41:50
41:50
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41:50
In this episode, I sit down with two major players who are shaping the future of crypto communications and security. First up is Ian Leviness from Push Protocol, and we dive into how Push is creating a decentralized communication hub for everything from notifications to messaging and more. Ian talks about the platform's explosive growth since its b…
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1
Fed Cutting Cycle Imminent, What's Next for Markets? | Weekly Roundup
1:08:25
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This week we discuss the split odds between a 25 and 50 basis point cut at the Fed’s next meeting, market cutting cycle dynamics, and the rotation from growth to value. We also delve into the latest inflation data, rising labor productivity, and the outlook for crypto Enjoy! – Follow Ram: https://x.com/ramahluwalia Follow Quinn: https://x.com/qthom…
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1
All-In Summit, Inevitable Superintelligence, and Crypto's Role | Hivemind
1:00:21
1:00:21
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In this episode, the Delphi team dives deep into the real impact of AI on the global economy and job market. They explore the potential for AI to create a deflationary environment and discuss how this might affect various industries. The conversation then shifts to the intersection of AI and crypto, examining potential investment opportunities and …
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1
Richard Koo: China’s “Balance Sheet Recession” Has Already Started | (Jack’s Final Episode)
1:07:28
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Important news: this will be Jack’s last episode as the host of Forward Guidance. He is transitioning to host a new podcast called Monetary Matters: https://www.youtube.com/@Monetary-Matters Felix Jauvin, macro trader and current host of “On The Margin,” will be the new host of Forward Guidance going forward: https://x.com/fejau_inc Richard Koo, se…
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1
The Lack of Bold Bets in Crypto | Weekly Roundup
1:03:11
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Gm! In this episode, Jack and Mert discuss the state of SocialFi, the lack of bold bets in crypto, and what it means for crypto to succeed. They also dove into how Proof of Stake systems should work, and how sandwich attacks can be reduced onchain. Finally, they covered new DePIN projects coming to market. Enjoy! -- Follow Mert: https://x.com/0xMer…
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1
What the West Misunderstands about Crypto in Asia | Allen Ng, Everest Venture Group
1:07:28
1:07:28
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In this episode, Allen, of Everest Ventures Group (EVG), dives deep into the crypto landscape in Asia. He discusses the cultural nuances of doing business in Asia, the power dynamics between exchanges, developers, and "crypto gangs," and the unique characteristics of various Asian markets. Allen shares insights on enterprise adoption, the impact of…
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1
CDO Whisperer Brett Jefferson on Securitization Markets and TruPS CDO Relics
1:28:20
1:28:20
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This interview with Brett Jefferson discusses trust preferred CDOs, why they can provide such great opportunities, and how Brett’s fund capitalizes on this niche market. Brett and Jack also discuss the private credit market, the risks and benefits of securitization, the performance of the collateralized loan market, and much more. Recorded on Septe…
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1
Breaking Down the Disconnect Between TradFi & Crypto | Austin Campbell
51:39
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In this episode, Austin Campbell joins the show to discuss the modern banking system and how crypto is driving innovation. We also delve into stablecoin designs, their role in dollar hegemony, the pros and cons across the spectrum of decentralization, and much more. Enjoy! – Follow Austin Campbell: https://x.com/CampbellJAustin Follow Felix: https:…
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1
How Dinero Is Reshaping Liquid Staking | 0xSami
53:55
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In this episode, 0xSami from Dinero joined us to discuss Dinero’s product suite, institutional adoption of LSTs, and Dinero’s withdrawal mechanism. Additionally, we dove into the competitive landscape of decentralized stable coins, and how Dinero is growing their market share. Finally, we covered Dinero’s new ecosystem strategy and the institutiona…
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1
Atlas: Combining TradFi Performance With DeFi Transparency | Eugene & Frankie
1:10:28
1:10:28
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In this episode, we’re joined by Frankie from Paradigm, and Eugene from Ellipsis Labs! We discussed the launch of the Atlas L2 private testnet, why Atlas is utilizing the SVM to build an Ethereum L2, and design decisions made along the way. Additionally, we dove into Atlas’ approach to handling MEV. Finally, we covered what the Atlas application se…
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1
E87: Why Solo Bitcoin Mining is Dead (How to Succeed with a Bigger Network) - Sui Network Founder
1:49:56
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Adeniyi Abiodun is the Co-Founder and CPO of Mysten Labs and of the Sui Network, a Layer 1 blockchain designed to make digital asset ownership fast, private, secure, and accessible to everyone.we dive into: - Building a project with 5 Cofounders!!- The Current State of Bitcoin Mining- How to deal with burnout as a Founder- Building the Facebook Lib…
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1
Structured Credit Maven Laila Kollmorgen on CLO’s Rally and Opportunity To Differentiate As Fundamentals Soften and Prices Climb | VanEck Fireside Chat #6
1:21:24
1:21:24
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Laila Kollmorgen, Portfolio Manager, CLO Tranche for Pinebridge Investments, joins Jack for a Fireside Chat on Forward Guidance to discuss why collateralized loan obligations (CLOs) have rallied so much over the past two years as most of the fixed-income world has suffered enormously. Laila explains why she likes the structure of CLOs and why she t…
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1
Omer Goldberg - Chaos Labs and the Onchain Risk Management Landscape
49:44
49:44
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49:44
In this episode, we chat with Omer Goldberg, founder of Chaos Labs, a company that builds economic security and risk management tooling for protocols. Omer has been in the trenches contributing to various DeFi protocols for the past few years, and shares some stories about that journey. We also chat about how Chaos has grown since inception, and wh…
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1
Onchain Economies: Empowering Today’s Content Creators | Analyst Round Table
46:52
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In this episode, our Blockworks Research Analysts discussed FriendTech’s renouncement of contract ownership, crypto payments and onchain economies, and the recent growth of Sui and Aptos. Additionally, they wondered if crypto can still fulfill its promise to empower content creators. Thanks for tuning in! As always, remember this podcast is for inf…
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1
Bitcoin's Path To $3 Million Dollars | Matthew Sigel
1:21:43
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This interview with Matthew Sigel explores the bull case for bitcoin, its future as a reserve asset, and the economics of bitcoin miners. We also discuss miners pivoting to data centers, stablecoins, crypto regulation and much more. This interview is paid sponsorship on behalf of the VanEck corporation. Recorded on September 4, 2024. Sigel's piece,…
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1
Unpacking Solana’s Total Economic Value | Dan Smith
1:07:55
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Gm! In this episode, Dan Smith from Blockworks Research joined us to discuss L2 MEV extraction, Blockworks Research’s Solana Dashboard, and Total Economic Value on Solana! Additionally, we discussed how validators earn revenue from MEV, and supporting small validators. Finally, we unpacked Sanctum's recent LST partnerships, and speculated on whethe…
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1
How Crypto Fixes the Internet Monopoly | Neil Chatterjee, DAWN & Andrena
1:14:38
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In this episode, we dive deep into decentralized internet with Neil Chatterjee, the founder of DAWN. Neil explains the current state of internet infrastructure, the hidden costs behind ISP pricing, and how Dawn aims to disrupt this model using crypto. We explore the concept of Decentralized Autonomous Wireless Networks (DAWNs), discussing its poten…
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1
Breaking the System: Tokenizing Finance and Hollywood with Nick Cowan and Darren Darnborough
46:38
46:38
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In this episode, I dive deep into two worlds that are being completely reshaped by technology: finance and Hollywood. First, I had an awesome conversation with Nick Cowan, the CEO of Valereum, where we talked about the future of tokenization, digital securities, and how blockchain is changing the entire financial landscape. Nick shared some wild st…
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1
Fed Easing Will Match Weakness In The Labor Market | Weekly Roundup
56:49
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This week we discuss the soft jobs report and how it compares to the other data, the state of the yield curve and credit markets, and how China is bringing down commodities. We also delve into AI centralization, the outlook for Bitcoin and crypto, and much more. Enjoy! – Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc…
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1
Gold Stocks Are Undervalued | Imaru Casanova (VanEck Fireside Chat #4)
1:07:29
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Imaru Casanova, Portfolio Manager, Gold and Precious Metals at VanEck, joins to share her views on how to value gold stocks such as gold miners and gold royalty companies. Casanova argues that with the recent run up in gold, gold stocks could be undervalued and are poised to deliver strong results and returns. This interview is a Fireside Chat and …
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In this episode, Mike and Myles opened with discussion on crypto’s meme culture, and Near’s recent marketing stunt. They then moved on to one of our industries hottest topics: the L1 value accrual debate. Is a rollup centric roadmap good, or bad, for Ethereum? How should we think about value capture? Additionally, they wondered, how valuable is int…
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1
Is Crypto Quietly Quitting? | Roundup
1:24:26
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In this episode, we dive deep into the current state of the crypto, unpacking the phenomenon of "quiet quitting" and the shifting landscape of adoption. We examine the regulatory challenges facing OpenSea and Binance, and shed light on the often-overlooked dominance of Asian crypto markets. The conversation then turns to the concept of "time billio…
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1
E86: Alliance Founding Partner - The Secret to Winning in Crypto (from a Top Investor)
1:44:59
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Qiao Wang is the Founding Partner AllianceDAO, the leading crypto accelerator & founder community. He is also the coHost of @goodgamepod , the no BS insights podcast for crypto founders. In this conversation, we dive into:-What It Takes To Be a Great Founder and Investor -How To Make it Big in Crypto-Liquid Investing-Why It's Not Hard to Be Great i…
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1
There Will Be No Recession | Jonny Mathews
1:23:15
1:23:15
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1:23:15
This interview with Jonny Mathews explores why he believes we aren’t headed for a recession, how real consumption will likely drive Q3 GDP higher, and why he thinks unemployment will moderate. We also discuss the market opportunities he’s seeing, hitting home run trades, and much more. __ Follow Jonny Mathews on Twitter https://x.com/super_macro Su…
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1
Incubating Solana’s Next Unicorns | Emon Motamedi
57:25
57:25
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57:25
Gm! In this episode, we’re joined by Emon Motamedi, the Head of Solana Incubator! We discussed Solana Incubator’s selection process, the first cohort of projects, and synergies with Solana Mobile. We also dove into the stories behind Sanctum and Meme Royale! Finally, Emon gave his thoughts on evaluating startups on Solana. Enjoy! Grow your company …
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