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

• Wireless outage in the US
• Russia's space weapons and Rods from God 
• Will the market like the cubes once again? 
• Brink nation farcaster update 
• Our ETH ETF skepticism
• Circle leaves Tron
• Revolving door between SEC and biglaw
• Whip Emmer's letter to the OMB
• The ECB's very bad, no good Bitcoin blog
• Reddit hold Bitcoin and ETH 
• SBF's photoshoot
• Latest on the 3AC boys
• The SEC's mysterious ETF correlation analysis

Content mentioned in this episode: 

• ECB, ETF approval for bitcoin – the naked emperor’s new clothes
• Rep. Emmer letter to OMB over Bitcoin mining data request
• NYMAG, 'They are very comfortable lying' 3AC update

Sponsor notes: 

• The Coin Metrics Team will be hosting a Data Challenge at ETH Denver! Learn more about the event & register for it here.
• At the Crossroads: Bitcoin ETFs & Coinbase
• In Coin Metrics State of the Network Issue 247, we zoom into the latest developments with Bitcoin ETFs and Coinbase Q4 2023 earnings

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

• On The Brink is now on Farcaster
• The pitfalls of Web3 social
• The boys have problem with seed phrases
• Optimistic rollups on Bitcoin are now possible? 
• ETF flow updates
• GBTC and Mt Gox flows 
• Why the halving may not be bullish
• SEC vs Debt Box 
• Why we think an Ethereum ETF is unlikely
• SAB121 update
• The Treasury rebukes the WSJ's story on Hamas' use of crypto
• Can John Deaton unseat Elizabeth Warren? 

Sponsor notes:

• Navigating the Avalanche: An Introduction to the Avalanche Network
• In Coin Metrics State of the Network Issue 246, we navigate Avalanche’s role in the digital asset ecosystem

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

• OPNX is very sadly shutting down 
• Is jail good for you? 
• GBTC outflows are declining
• Solicited versus unsolicited treatment of ETFs
• The Bitcoin L2 space is heating up
• The latest on COPA 
• We revisit the Satoshi is the NSA conspiracy 
• SAB121 stuff
• The DoE's Bitcoin mining data collection emergency
• What's happening with Farcaster? 
• Brink Nation joins Farcaster 
• Monero delisted from Binance 
• Solana outage this week

Content mentioned: 

• Fidelity Digital Assets, Q4 2023 Signals Report

Sponsor notes: 

• Ethereum’s Dencun Upgrade
• In Coin Metrics State of the Network Issue 245, we dive into the details of the Ethereum Dencun upgrade and highlight key indicators to monitor its success

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

• Where is the FTX tungsten cube?
• FTX will make a 100% recovery for creditors
• FTX 2.0 is not happening
• The Genesis Digital Assets mystery
• Tether’s blockbuster quarter
• Chris Larsen hacked
• New legislative developments on SAB121
• Bitcoin Season 2 is underway
• The Biden admin is requesting information from Bitcoin miners
• How anti-AI energy activism is revealing about the decel agenda
• The CSW v COPA case is nearing trial 
• We reflect on the terrible CSW era 
• Elizabeth Warren letter watch 
• The SEC withdraws their case against DebtBox in shame

Content mentioned: 

• IEEE, Bezos Bucks? Get Ready for Corporate Digital Currency

Sponsor notes: 

• Conducting the ETH Census
• In Coin Metrics State of the Network Issue 244, we highlight the complexities of calculating ETH’s total supply and share our method for arriving at an accurate figure

Matt and Nic are back with a celebratory 500th episode. In this episode: 

• ETFs are off to a rocky launch with the GBTC premium trade closing
• Bitwise launches real time transparency for their ETF holdings
• Fraud in the metals market versus Bitcoin
• The boys confront some fake news
• Is there light at the end of the tunnel for GBTC redemptions?
• Nic’s spat with Bloomberg
• The US is selling $130m of BTC seized from the Silk Road
• TFL declares bankruptcy
• The boys learn about a face amount certificate
• We answer your listener questions 

Content mentioned:

• Bloomberg, Crypto fans lured by 20% stablecoin yiekds

Sponsor notes:

• Tether’s Ascent: Breaking Down the Dominant Stablecoin's Growth
• In Coin Metrics State of the Network Issue 243, we explore Tether's impressive growth, adoption, nature of USDT usage and reserves through on-chain data

Bridge CEO and Co-Founder Zach Abrams joins us for an episode chronicling the explosion of stablecoin volume and how Bridge is building critical infrastructure. In this episode: 

• Zach’s origin story and how he arrived at building Bridge
• Bridge’s core products today and how clients use their APIs
• Future issuance of stablecoins
• Key global use cases for stablecoins today
• Evolution of the stablecoin market
• Building a crypto company in a bear market

Learn more about Bridge

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

• Our plans for episode 500
• Jamie Dimon thinks Satoshi might return and vanish the bitcoins or increase the 21m cap 
• Howard Lutnick goes to bat for Tether 
• Chevron doctrine is challenged in SCOTUS
• Dunking on Tether Truthers
• Coinbase vs SEC resumes 
• Coinhares acquires Valkyrie
• The relationship between GBTC and spot BTC
• BTC ETF rankings after 4 days of trading
• Coin Center declines to answer Elizabeth Warren
• Morgan Stanley on stablecoins (and did they plagiarize?)
• Will restaking cause an ETH fork?

Sponsor notes: 

• A Short Guide to Bitcoin On-Chain Data for ETF Newcomers
• In Coin Metrics State of the Network Issue 242, we introduce or reacquaint some to the field of on-chain data, underscoring the properties that make bitcoin an intriguing asset

Matt and Nic are back for a historic week in the history of Bitcoin. In this episode:

• Spot ETF approved and starts trading
• Why day 1 flows might disappoint but longer term flows could materialize
• Day 1 price action review
• The GBTC conversion effect
• ETF scoreboard after one day of launch
• The SEC’s multiple SNAFUS in their ETF launch
• Gensler’s grudging approval and his questionable logic
• Commissioner Crenshaw’s dissent
• Gensler may have made a strategic mistake in his dissent
• Prospects for an ETH ETF
• What’s next for the Bloomberg ETF boys
• Did Bitcoin change tradfi
• Fidelity is harvesting goodwill
• ETF fee review

Sponsor notes

• Market Structure on the Cusp of Spot Bitcoin ETFs
• In Coin Metrics State of the Network Issue 241, we explore digital asset market structure on the cusp of spot Bitcoin ETFs

Matt Hougan, the CIO of Bitwise Asset Management joins the show. In this episode we discuss: 

• Spot Bitcoin ETFs are approved!
• The process to get to this point.
• The competitive landscape for the 11 products that were approved by the SEC on Wednesday. 
• BITB, the Bitwise spot product which is the low cost option in the market. How it works and when it will trade. 
• Bitwise’s plan to donate 10% of profits to The Human Rights Foundation, Brink and OpenSats
• The outlook for an evolving custody and trading market structure. 
• Ethereum ETFs in the near future?

Learn more about Bitwise's BITB

Matthew Le Merle and Mitch Mechigian of Blockchain Coinvestors join the show. In this episode we discuss the Blockchain Coinvestors 2024 Predictions.

To learn more about Blockchain Coinvestors:

• Website
• Webinar