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The crypto narratives podcast brings thought leaders together in the crypto ecosystem to discuss trending narratives and the investment opportunities within. We interview a number of leading research analysts, crypto hedge funds and DeFi Founders and explore their thinking on a wide range of market developments. Hosted by huf, we explore the fundamental and technical stories that are developing that will likely exist for the months and years ahead. Don't miss the alpha.
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The DeadCaitBounce Experience

Planet MicroCap & Caitlin Cook

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The emerging world of crypto and DeFi is riddled with developer speak, unnecessary jargon, and seemingly complex solutions that leave newcomers’ heads spinning. While much of what’s been created thus far may appear to be smoke and mirrors, crypto, DeFi, blockchain technology and the like are not going away. As a TradFi transplant myself, I understand that the learning curve is steep in this nascent space and am making a concerted effort to bridge the gap by bringing in the brightest across t ...
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In this episode of the blocmates podcast, Jedi is joined by Jaindr as they explore the intricate world of Zentry (formerly Guild Fi), They take an insightful look into its technical details and the innovative products their team has developed. They highlight the importance of user engagement by bridging Web2 and Web3 through a play economy. They al…
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Also known as the "lower time frame GCR", CryptoNexus has developed a reputation for nailing market moves and being in and out at the right time. In this episode we explore his trading strategy and how he's developed such intuition over time. We also talk about: - Risk management and position sizing - Knowing when to take an L and move on - Respond…
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In this episode of the blocmates podcast, we look at a project set to shake up the ticketing world with blockchain tech. Jedi has a chat with Colby and Oliver from Open Ticket Exchange Network. They take us through the genesis of their venture, the hurdles they've encountered in the industry, and the ingenious solutions they've cooked up along the …
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In this segment of Beramates, you're in for a treat! Grant has an insightful chat withLordPemby about the Yeet project within the cryptocurrency community. They chat about everything from game mechanics to liquidity strategies, NFT integration, and how they're keeping the community engaged. Plus, you'll get the inside scoop on where the project is …
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In this episode of the blocmates podcast, Jedi has an insightful chat with the founder of Fareplay, Eren. They discuss the intricacies of building a decentralised dynamic entity and the basic structure of a decentralised casino. Eren shares what makes Fareplay unique in its approach to decentralising the house. They discuss the importance of creati…
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In this episode of the blocmates podcast, Jedi is joined by the Co-founder of DeFi Saver, Nenad Palinkasevic. Nenade provides insights on the importance of thinking long-term and keeping a keen eye on security and user-friendliness. They dive into concepts like account abstraction, smart wallets, and multi-signature wallets, all aimed at streamlini…
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In this episode of the blocmates podcast, Jedi is joined by the Founder of Mask Network, Suji Yan. They dive deep into Suji Yan's journey and the groundbreaking decentralized platform set to transform social networking and journalism. Yan shares captivating insights into Mask Network's core mission and the hurdles encountered in attracting users wi…
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In this episode, we dive into market-making with a real yield product. Jedi has a chat with Philip Forte, the Founder of Elixir Network, where they go deep into market-making strategies, order books, and what sets Elixir apart in the market landscape. They also unpack Elixir’s unique customer reward program, The Apothecary, and all the perks it bri…
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In this episode we connected with Simon Jones, the Co-Founder of Reya Network (something I'm sure you'll hear more about in the coming weeks!) Reya Network is the world’s first trading-optimised L2, providing two key benefits: 1. Performance: with 100ms blocktimes and >30k TPS 2. Liquidity: Users can stake capital into the network which is then con…
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In this episode of Founder Series, Jedi teams up with Kasian, CEO of Vector Space Biosciences for an enlightening conversation. They take a deep dive into what makes Vector Space Biosciences stand out as a Decentralized Science company, and how they're harnessing the power of AI. They cover it all from practical uses of language modeling to its imp…
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In today’s episode Grant sits down with io.net’s COO Tory Green. The two kick things off by breaking down the GPU gold rush & centralized cloud challenges, io.net's value-prop, as well as the Web3 efficiencies of cloud-compute. Tory then outlines io.net’s rates, drops a date on wen $I0 token, and the two discuss the future of the Solana ecosystem. …
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Bridged assets are out, and Cloned assets are in. In this episode of the Blocmates podcast, Jedi catches up with the dynamic duo behind Clone protocol: Mark and Ku. Together, they dive deep into what sets Clone apart and how it's adding value to the Solana ecosystem, especially with its USDC-backed liquidity. Plus, they look at the fascinating infl…
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In this episode of Beramates, Grant dives into a one-on-one chat with Kevin from Ooga Booga. They delve deep into Ooga Booga's impact on the Berachain Ecosystem as a native liquidity aggregator. They explore everything from Ooga Booga’s distinctive features to the competitive landscape within the dex aggregator realm. Plus, they dissect the dynamic…
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Today Jedi is joined by Peprika Inferno, Founder of PepperDEX. PepperDEX is a community-driven perpetuals and expiring futures DEX platform, offering Trading Vaults, Zero-Day Futures and utilizing the SPANDEX Risk Engine, and a Dexterity Order Book. Jedi and Peprika sit down to discuss Trading Vaults, PepperDEX’s user-acquisition strategy, the matu…
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Today Jedi is joined by Smilee Finance Co-Founder Albiwara to discuss all things derivatives — this is THE on-chain derivatives trading episode you’ve been waiting for. The two discuss; Resolving DeFi’s biggest crux: Impermanent Loss & the Impermanent Gain infrastructure, Smilee's value-prop, Lending/Borrowing roadmap, LP incentives, Smilee’s Produ…
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Grant is joined by Sling Money Co-Founder Simon Amor to discuss the power of blockchain banking and why now is the time to bring banking into the 21st century. Simon shares his early days at FinTech behemoth, Monzo, Sling’s origin story, Sling’s blockchain rails, the next iteration of FinTech UI/UX, Sling’s roadmap, and much more! For those interes…
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Grant was joined by MXM and BowTiedBart from Beradrome on the second episode of the Beramates series. Beradrome is a restaking and liquidity marketplace on Berachain. These guys initially started out as a velodrome fork, but once they saw the DEX space was becoming increasingly crowded they decided to pivot to a unique take on restaking using the B…
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Grant was joined by the EthereansOS team to discuss their full suite of no-code products on top of Ethereum. The Ethereans guys came up during the explosion of ERC404s as they had in fact, built a similar product in early 2019. In this episode, you will learn about the pros and cons of ERC404 vs "Items" which is the token standard in question. --- …
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Vladimir from Algebra Protocol joins the podcast to discuss the liquidity DEX engine you've never heard of but probably used daily as it powers a number of popular DEXes. We discuss the comparison against UniSwap, why it's a threat, and how Algebra Plug-Ins differ and compete against UniSwap V4 Hooks.We also dig deep into Integral. --- Send in a vo…
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It's obvious we are in a bull market. But how do you capture the 'meat' of the move without being late to the party? In this episode, we speak to one of the most successful 'systematic' traders on Crypto Twitter. If you don't know what 'systematic trading' is, don't worry - we've got you covered! Better still, this is something you can start doing …
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Today Jedi sits down with API3 DAO member, Ugur Merin to discuss the great blockchain-API unlock. Ugur explains the potential for API3, getting buy-in from Web2 clients, business developments, API3 Perp DEX integration, and much more! --- Send in a voice message: https://podcasters.spotify.com/pod/show/blocmates/message…
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In this episode we speak with Joe DeTommaso, who is Head of Strategy at Composable Finance. Joe has a unique insight into crypto given he's worked for crypto hedge funds, a leading crypto market maker, and also one of the largest VC's in the space. His next challenge is scaling the liquid re-staking market. In this episode you'll learn: An overview…
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Introducing Beramates! Today is a special, special episode, as we kick off the first episode of our new series Beramates. Today we’re joined by none other than Smokey The Bera to dive deep on the Berachain ecosystem. Grant and Smokey jump straight into the Berachain ecosystem and bespoke design principles, before discussing application vs chain val…
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Jedi had the opportunity to meet with Dion, the CEO of Term Labs to discuss the importance of having fixed interest rates on loans in DeFi. Term is a decentralized non-custodial lending protocol where users can borrow or lend on a fixed rate basis by participating in weekly (Term) auctions.Potential borrowers submit their bids and potential lenders…
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Grant sat down with Andy from The RollUp to chat about his thoughts on the modular blockchain thesis, interesting layer2s and rollups that are coming to the market plus some additional crypto infrastructure plays you might want to keep an eye on. In this episode, we will cover the expansion of modular blockchains and their use of data availability …
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This clip was taken from our recent live stream, which solely covered ERC404 projects. In this clip, you will learn about the new ERC404 token standard that has taken the crypto industry by storm this week. You will also learn what the top ERC404 projects are, how to buy them and what to do with your ERC404 NFTs. Full episode - https://youtube.com/…
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Rich Rines joins Jedi to discuss Core as a layer 1 blockchain that utilizes and supports Bitcoin miners on an EVM-compatible chain to potentially finally solve the blockchain trilemma. This is all made possible thanks to their unique two-way consensus mechanism dubbed ‘Satoshi Plus’. They dive into all the challenges and benefits of how Bitcoin sec…
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Grant and 563 cover their favourite crypto projects that are coming to market in Q1 2024. Trying to find the best altcoins of 2024 is pretty tricky. Now, we aren't moonboys; these are our favourites for more reasons than number-go-up. These are the projects we found the most interesting from a crypto narrative perspective, and we will be paying clo…
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Jedi and Justin Bebis talk about building in DeFi and the journey that OATH Foundation and the Byte Masons have been on the last few years. This one's an insightful and informative take on what it takes to build sustainable projects in DeFi.Byte Masons is driven by a vision to create financial inclusion across different frontiers such as protocols,…
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Layer 2's are in vogue, but how many of them are focused on institutional use cases? In particular, if RWA's are to come on-chain, regulated firms need to feel comfortable with who they are dealing with. This is where KYC L2's like Kinto can come in. Is it topical? absolutely - and we touch upon the philosophical tradeoffs when having permissioned …
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Dan is back on the mic and joins Tushar and Mikhill from Persistence Labs, the team behind the LST-Fi Cosmo App Chain Persistence Once. Cosmos has been heating up recently with the airdrop hype, and the LST-Fi/LRT-Fi hype is only just beginning, with EigenLayer's launch coming soon. We dig into what Persistence is, what they are building and how th…
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Interns rule crypto twitter right? In this episode we go behind the scenes with the GMX Intern and learn: - How he found out about GMX early and created a role for himself - Why you may be underestimating where GMX is going with their v2 product - How he identifies opportunities, whether it be DeFi or memecoins and a whole lot more. Our industry is…
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Grant was joined by Jack Melnick, the head of DeFi at Polygon Labs. The Polygon ecosystem is heating up with the Polygon 2.0 rollout, which includes important upgrades to the Polygon PoS chain and, more importantly, the zk-EVM. Jack takes Grant through all the infrastructure upgrades that Polygon has been shipping throughout the bear market, leadin…
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DeltaXBT is one of the most seasoned crypto traders who also is a highly profitable Tradfi trader. We touched upon his strategy for trading Bitcoin and Ethereum and some of the tools that he uses to screen for altcoin strength. In this episode you'll learn; - The transformative impact of journaling your trading. - What is Orion Terminal and how can…
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Jedi sat down with Nick and Bossimp from Perfect Swap to discuss a new Decentralized Exchange (DEX) launching on Arbitrum in mid-January. Perfect Swap is combining some bits of the ve(3,3) incentive model with the best parts of Camelot, Uniswap, and other DEXs to bring a more efficient liquidity layer on Arbitrum to the market. --- Send in a voice …
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Grant was joined by Gunny from Hxro Labs to discuss the upcoming airdrops, point systems, TGEs and LBPs that will happen on Solana and in particular, the Hxro Network. Hxro Network is a liquidity layer on Solana that enables protocols to build derivatives products such as perps, futures, options, gambling products and anything you can think of! In …
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Honeybadger is one of the most consistent traders in crypto. He has a few edges including systematic/algorithm strategies and a deep understanding of where we are in the cycle with narratives. In this episode you'll learn: - How he creates, backtests and optimises his algorithmic strategies - What contrarian trading and being aware of 'mind-virus' …
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Blocmates is the perfect balance between a professional analyst and a complete degen. He has an incredible ability to spend most of his time on the right hand side of the curve, but bring in the mindset of the left-hand side - a strategy that continues to pay. In this episode you'll learn: - His research process and sources of information - Narrati…
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Heart is the "trader's trader", followed by many of the biggest names on crypto twitter. In this episode we: - how he splits his portfolio between perps and on-chain activity - spotting meme coin narratives and what looks interesting for next year - reflections on 2023 and how he could have traded it better - finding macro confluence with your trad…
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Jedi and Chiel discuss how Florence Finance acts as a bridge between cryptocurrency lenders and real-world borrowers, allowing them to interact in a transparent and mutually beneficial fashion.Real World Assets (RWA) will be a huge narrative going forward, not only for 2024 but for the evolution of crypto for the next 10 years. How do we empower th…
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Yes, *the* Charlie Lee, creator of Litecoin (LTC). I was fortunate enough to spend a few days playing poker and hanging out with Charlie recently. If you'd like to be a fly on the wall in our conversation, then this episode is definitely for you. You'll learn: - How Charlie approaches his personal trading (spot and options) - Why you might want to …
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Grant sat down with long-time (in crypto terms) friend Huf to chat about everything they are building over at Pear Protocol. They spoke about the best pair trades that have existed in 2023 and what trades that people could be on the lookout for in 2024 in the crypto markets. Pear Protocol is a one-stop shop pair trading perps DEX that also acts as …
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Grant sat down with Hamzah who is the ex-head of growth at Polygon and now he has co-founded his own liquid crypto fund. This episode covers why 3poch Labs decided to be a liquid crypto fund over seed investments, the top altcoins of 2024 (in their opinion) and their trading strategy going into the new bull market and more. --- Send in a voice mess…
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Vega are at the forefront of building on-chain trading infrastructure, onboarding TradFi firms at the core of their offering. We all know and love retail perp DEXes, but these guys have built something quite different. In this episode you'll learn: - What differentiates Vega, and why have a dedicated app chain for a trading protocol - His thoughts …
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Grant and 563 sat down once more to chat about an emerging trend happening in the crypto space - Intents... Intents are pretty standard across the traditional finance world. RFQ or request for quote is a standard order type in finance, now people are beginning to take notice that the automated market maker AMM design for decentralized exchanges may…
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Grant chats with Chef Icy, aka "BD Bunny," about his journey into the DeFi and arrival at PancakeSwap. The two discuss the current mindsets of those shaping the DeFi space and explore the grassroots movement driving its growth. PancakeSwap, a pivotal player in DeFi's transformation, has evolved from its early native-only DEX roots on Binance Chain …
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RunnerXBT works for a propriety crypto trading fund. His edge is in a) analyzing order flow and b) trading narratives. In this episode you'll learn: - What is orderflow analysis and how does it inform his trading strategy - Which data sources he finds most valuable - His playbook for the ETF launches - Managing your physical and mental game - What …
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The blocmates Founder and CEO Grant rattles through 13 of the best learnings he's taken from multiple cycles in the crypto market. With coins moving and liquidity increasing, the signs look good for a 2024 crypto bull run. But how do set yourself up for success?If you're new to the market, or trading in general, Grant runs through some of the thing…
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Intents, Intents, Intents! Is it going to revolutionize the way we trade on-chain? In this episode, we speak with levy, who is the Founder of IntentX - one of the first to bring an intents based framework on chain for trading perps. You'll learn: - How the 'UniswapX for perps' model works, and why this is better for traders - What the future of DEX…
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Grant and 563 are back. This time they both took turns to go through some unreleased crypto projects that are set to either go live or launch their project token in the coming months. Funnily enough, a lot of these revolved around the DEX landscape with the odd curve ball there. Both Grant and 563 are full-time researchers in DeFi so naturally, all…
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