Matt and Nic are back with another week of news and deals. In this episode:

• French Hill wins the nomination to chair the House Financial Services Committee
• Riot Platforms, a bitcoin mining company, announced the intention to raise $500 million via a convertible note offering. The proceeds will be used to acquire additional bitcoins, and for general corporate purposes.
• MicroStrategy acquired another 21,550 bitcoin for roughly $2.1 billion.
• Circle and Binance announced a partnership with the goal of expanding the reach of Circle's USDC stablecoin across Binance's trading, saving, and payments platforms. Additionally, Binance plans to adopt USDC as part of the company's corporate treasury.

• Coincheck, the second largest crypto exchange in Japan, went public via SPAC, joining Coinbase as the only other crypto exchange listed on Nasdaq.
• The total stablecoin market cap eclipsed $200 billion this week, a record high following a 13% increase in supply in the past month.
• Ripple's RLUSD stablecoin gained approval from New York's Department of Financial Services, a key step in the company's plan to launch the tokenized dollar by year-end.
• Google announced a new quantum computing chip, though the specs are still many orders of magnitude away from threatening the encryption levels of Bitcoin and other crypto protocols.

Sponsor notes: 

• Coin Metrics State of the Network: Where in the World is Crypto Trading?
• Exploring the Kimchi premium, regional exchange activity, and crypto seasonality

Matthew Le Merle and Mitch Mechigian of Blockchain Coinvestors return to the show. In this episode we run through the Blockchain Coinvestors 2025 Predictions for the digital asset industry.

To learn more about Blockchain Coinvestors visit their website.

To view the full Blockchain Coinvestors 2025 Predictions webinar visit this link.

Matt and Nic are back for another week of news and deals. In this episode:

• Bitcoin finally hits $100k
• Our reflections on 100k BTC
• Declaring victory
• Machinsky pleads guilty
• Rep French Hill pledges to investigate Operation Choke Point
• Trump nominates Paul Atkins for SEC Chair
• Hawk Tuah memecoin fiasco

Sponsor notes:

• Coin Metrics State of the Network: Understanding Staking Yields and Economics on Ethereum & Solana
• Contextualizing staking yields, inflation, and network economics on Ethereum & Solana

Lorien Gabel, the founder and CEO of Figment joins the show. In this episode we discuss:

• The latest developments at Figment.
• Post-election impact on the general crypto markets and the staking category.
• How Figment is approaching the institutional staking market opportunity.
• Staking in the context of investment products.
• Evolving ecosystems like Eigen Layer, Babylon and Bitcoin Layers 2s.
• The stablecoin market.

To learn more about Figment visit www.figment.io

Matt and Nic are back for another Thanksgiving episode of OTB. In this episode:

• Fire departments love thanksgiving
• Who we’re thankful for
• Eggnog is underrated
• Justin Sun puts $30m into World Liberty Financial
• Marc Andreessen appears on Joe Rogan and covers OCP 2.0
• Why were non crypto tech peopled shocked by Choke Point revelations?
• Trump is looking to shift power from the SEC to the CFTC
• An appeals court rules that OFAC exceeded its authority by sanctioning Tornado Cash
• Cantor owns a 5% ownership stake in Tether that they acquired at a $12b valuation
• How prudent is the establishment of a Strategic Bitcoin Reserve
• Can the government pay down its debt with Bitcoin?
• Careful what you wish for on the strategic reserve

Sponsor notes:

• Coin Metrics: MicroStrategy’s Bitcoin Mega Strategy: Analyzing MicroStrategy's bitcoin holdings, acquisition strategy, and its role as a Bitcoin treasury company

Matt and Nic return for another week in the markets. In this episode:

• How is the DOGE going to work?
• Bitcoin is heading to 100k
• Gary Gensler announces his resignation as SEC chair
• We look back at Gensler’s awful term
• 18 state AGs file a lawsuit against the SEC
• The SEC’s dealer rule is tossed by a judge
• Trump is mulling the creation of a crypto czar
• Microstrategy is trading at a massive premium
• The latest on OCP 2.0
• FDIC Gruenberg chair testifies in the House and potentially perjures himself
• FTX cofounder Gary Wang given no time in prison
• Coinbase is delisting wBTC
• Trump nominates Lutnick for Commerce Secretary
• Bitcoin Options launch on IBIT
• Shaq settles a lawsuit for his NFT touting
• Solana ETFs are filed
• Goldman is spinning out their digital assets platform
• We unveil our first nocoiner draft picks
• We reflect on Bitcoin's progress after 10 years in the industry

Sponsor notes:

• Coin Metrics, A Data-Driven Update on Stablecoins: Analyzing growth in stablecoin supply, trading volumes, on-chain usage, and yield generation.

Aaron McDonald, the founder of Futureverse joins the show. In this episode we discuss:

• Aaron’s professional career and the path that led him to founding Futureverse.
• How he has built the company through a mix of organic growth and acquisitions.
• How blockchains and digital currency interact with Metaverse technologies.
• The future of virtual worlds and gaming technologies.
• The L1 and L2 blockchain ecosystem and how Futureverse has built their platform.

To learn more about Futureverse visit their website.  

Matt and Nic return for news and deals. In this episode: 

• Nic recaps his trip to Congress
• Vibes in Congress post election
• The likelihood for stablecoin and market structure bills
• What are the prospects for the Strategic Bitcoin Reserve
• What’s happening in Devcon?
• 18 state AGs are suing Gensler and the SEC
• Gensler is hinting at retirement
• FTX sues Binance and CZ
• Sam Trabucco forfeits $70m in assets to the FTX estate
• Polymarket’s Shayne Coplan raided by the FBI
• Doodles partnership with McDonalds
• The verdict on Fairshake's efforts in the election 
• OCP developments and how Congress will tackle it
• We review Trump's cabinet appointments so far 

Sponsor notes:

• Coin Metrics, The Election Bull Run From the Perspective of Options Markets: Analyzing options markets to contextualize the election bull-run that brought BTC prices to $85,000.

David Low, CEO and cofounder of Hata joins the show. In this episode, 

In this episode, Wyatt and David discuss:

• Crypto adoption in Southeast Asia
• Regulatory attitudes
• Operating a centralized exchange
• Bitcoin interest vs other cryptoassets in the region

Nic and Matt are back with more news and deals. In this episode:

• Trump resoundingly wins the election
• A demographic realignment
• Polymarket versus the polls
• Podcasts and twitter versus the legacy media
• How did the pro-crypto candidates do?
• Trump promises to fire Gensler on day 1
• How did the Fairshake PAC do?
• Review of key Senate races
• Will Trump execute on his crypto promises?
• Moreno defeats Brown in Ohio
• Will OCP2.0 finally end?
• What’s the deal with Trump’s Bitcoin reserve?
• How would the SEC change token issuance rules?
• How will Trump's election affect DeFi and cashflowing tokens?
• Why Tether is a big winner from the election

Sponsor notes:

• Coin Metrics, Crypto Market & Polymarket Dynamics Heading Into Elections: In Coin Metrics' State of the Network issue 284, we analyze Bitcoin’s (BTC) historical performance around prior elections and examine Polymarket data driven by 2024 elections.