Quinn Thompson, founder and CIO of Lekker Capital, joins the show. In this episode:   Launching Lekker Capital Quinn’s investment strategy with Lekker Using crypto instruments to take a view on macro trends The significance of the move in the 10year How unusual is it to cut rates when inflation is running hot Is inflation the lesser of two evils? Why an inflationary reset is the only way out of our fiscal position Is Bitcoin more analogous to gold or NASDAQ? What are memecoins telling us about the crypto cycle? Institutional participation in Bitcoin dampening volatility? Quinn’s views on the halving Will Microstrategy shares ever converge to the value of their BTC? Why it is often mechanically difficult to bring meme stocks back to earth Quinn’s views on GBTC selling and the US govt’s seized Silk Road coins  Further reading:   Follow Quinn on Twitter  Fortune on Lekker Capital  

Quinn Thompson (Lekker Capital) on why the Macro matters for Crypto (EP.517)

Hosts Matt Walsh and Nic Carter of Castle Island Ventures explore the political, ethical, and economic significance of Bitcoin and other public blockchains and talk to some of the leading experts in the industry. Learn more and stay up to date at CastleIsland.vc and follow on twitter @CastleIslandVC

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Matt and Nic are back for more news and deals. In this episode:   Matt get’s 2nd in Jeopardy at ETH Boston We reminisce over Nic’s 2020 holiday quiz Ian Cain’s Senate candidacy in MA CZ get 4 months in prison The significance of ‘4’ Did CZ deserve his sentence? Roger Ver arrested for tax fraud Tough week of outflows from the ETFs The chilling effects of the DoJ Samourai case Coinbase reports earnings  Content mentioned:   Nic’s 2020 Bitcoin Esoterica Compendium  Sponsor notes:   Measuring Exchange Quality & ‘Fake Volume’  Trusted Exchange Framework In Coin Metrics' State of the Network issue 257, we delve into our framework to assess exchange quality in digital asset markets  

Weekly Roundup 05/03/24 (CZ sentenced, Roger Ver arrested, Coinbase earnings) (EP.525)

Ian Cain, republican candidate for U.S. Senate in the state of Massachusetts against Elizabeth Warren joins the show. In this episode we discuss:  Ian’s personal background and path to politics. How he became interested in emerging / blockchain technology. Qubic Labs and fostering a startup ecosystem in Massachusetts. The on-chain municipal bond project in Quincy, MA. The key issues that MA voters care about. Elizabeth Warren’s posture on crypto and whether the “anti-crypto army” is a real thing or a political stunt. Stablecoins Digital asset market infrastructure and why it is important to prioritize this effort. Ian’s message for Massachusetts voters.  Links:  To support Ian Cain please visit www.cainforus.com To learn more about Qubic Labs visit www.qubiclabs.com  Qubic’s Impact Report More on the  Quincy Municipal Bond effort. 

Ian Cain on Running for U.S. Senate from Massachusetts (EP.524)

Matt and Nic return for another week of news and deals. In this episode:  CIV's new stablecoin survey What happened with Runes? Lawsuit against the SEC’s dealer rule New capital gains tax proposal How would taxing unrealized gains work? Two SEC lawyers leave in connection with the DEBT Box scandal The founders of Samourai wallet are arrested and charged by the DoJ Morgan Stanley close to permitting Bitcoin ETF to be solicited by their brokers Hong Kong Bitcoin ETFs go live Block is building Bitcoin mining hardware Visa’s stablecoin analytics dashboard Bitcoin Sign Guy sells his sign TikTok ban reactions Choke Point 2.0 moves to fintechs  Content mentioned in this episode:  Visa’s stablecoin dashboard IMF,  A Primer on Cross-Border Bitcoin Flows FDAS Q1 Signals Report  Sponsor notes:   Layer-1 Landscape In Coin Metrics' State of the Network issue 256, we explore the diverse landscape of Layer-1 blockchains  

Weekly Roundup 04/26/25 (DEBTBox fallout, DoJ vs Samourai Wallet, IMF on Bitcoin flows) (EP.523)

Felix Pago CEO and Co-Founder Manuel Godoy joins us for an episode to share how Felix Pago is utilizing stablecoins to make remittances easier for immigrants.  Manuel’s personal story including financial services pain points as an immigrant Felix’s founding story around the massive Latin American remittance market The importance of trust for remittance businesses The dominance of WhatsApp as an operating system across Latam Utilizing stablecoins to move money faster and cheaper 

Manuel Godoy (Felix Pago) on disrupting the LatAm remittance market (EP.520)

Chris Harmse, co-founder and VP of Revenue at BVNK joins the show. In this episode we discuss:  Chris’ career and the path to founding BVNK. The origin story of BVNK and how the company has evolved over time. The key drivers behind the adoption of stablecoins. Segmenting the stablecoin market. Interest bearing stablecoins and the impact that this category will have on the overall market. Tokenized money funds and the future of securities settlement. How stablecoins will refactor the global FX market. The regulatory landscape and how stablecoin adoption is evolving in various regions.  To learn more about BVNK visit their website.

Quinn Thompson (Lekker Capital) on why the Macro matters for Crypto (EP.517)

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