The Crypto Market Watch

The Crypto Market Watch

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The Crypto Market Watch episodes

  • Ponzinomics

    This week, Dr Nick and Marsh Frost talk about the anatomy of Ponzis and how they could lead to the future of finance…

    Show Notes:

    • What is a Ponzi?
    • Are all Ponzi scams?
    • Are there different types of Ponzis?
    • How to spot a Ponzi?
    • The ponzi ponzu continuum
    • Ponzinomics
    • Sustainable Ponzinomics
    • Resources:

      Charles Ponzi - Wikipedia

      Rug of the week:

      dForce Network - REKT

      News:

      • The Block: Brazil's oldest bank says you can now pay your taxes with crypto
      • Threat of Uniswap Replication Triggers Rare Clash With A16Z - The Defiant
      • An Ode to LocalBitcoins (and a Lesson About Maintaining Bitcoin's Public Goods)
      • What Does Kraken's SEC Settlement Mean for Crypto Staking?
      • The Block: Warren pledges to reintroduce crypto anti-money laundering bill
      • UK Financial Regulator Takes Enforcement Action Against Crypto ATM Operators
      • Kraken to Discontinue Unregistered Offer and Sale of Crypto Asset Staking-As-A-Service Program and Pay $30 Million to Settle SEC Charges
      • NFT Marketplace Blur Releases Native Token for Community Ownership
      • USDC faces SEC enforcement amid stablecoin crackdown
      • Socials:


        Dr Nicks Twitter

        finance.vote

        • finance.vote Twitter
        • Discord
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          1 hr 22 min
        • Midcurve

          In Episode #17, Dr Nick and Marsh Frost discuss the concept of Midcurving. Dr Nick and Marsh Frost frequently refer to making Midcurve decisions in Crypto. In this episode, we dive deeper into what Midcurve is and why all is not lost if you are a serial midcurver.


          Show Notes:

          • What is midcurving in crypto?
          • What does this tell us about investing in crypto?
          • 15 IQ trades vs 150 IQ trades
          • What are the risks?
          • Nick’s greatest mid curves
          • What do you think is the right approach?
          • Midcurve memes:


            A midcurve meme made by Marsh Frost:  https://imgflip.com/i/7b4wzo

            Resources:


            https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/1134845/CBDC_WEB_PDF_-_7_FEB_2023_1130am.pdf

            https://www.bankofengland.co.uk/-/media/boe/files/paper/2023/the-digital-pound-technology-working-paper.pdf

            Rug of the week:

            BonqDAO - REKT

            News:

            https://twitter.com/functi0nZer0/status/1623242412242894849

            Contentious Uniswap Vote Highlights the Opaqueness of Decentralized Governance

            Will the SEC Convince a Court It’s Right to Label These Tokens as Securities?

            https://www.coindesk.com/business/2023/02/08/binance-is-organizing-a-consortium-to-try-to-rebuild-trust-in-crypto-source/

            Unpacking India's CBDC Pilots as Country Prepares for Digital Rupee

            Craig Wright Loses Bitcoin Copyright Claim in UK Court


            Socials:

            Dr Nicks Twitter

            finance.vote

            • finance.vote Twitter
            • Discord
            • The Crypto Market Watch Suggestion box is open:

              Holders of an Ethereum FVT NFT or holders of $FVT token can suggest episode ideas and suggest news articles here:

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              1 hr 2 min
            • NFTs on Bitcoin

              In Episode #16, Dr Nick and Marsh Frost don their laser eyes and pull back the curtains on Bitcoin and deep dive into the pioneering technology. Jpegs (NFTs) on bitcoin is a new utilisation of the protocol, and we address the buzz around ordinals head-on.

              • What is bitcoin?
              • Why is it significant?
              • Why can't others replicate its success?
              • What are its limitations?
              • How do you attack bitcoin?
              • How does it work
                • Consensus mechanism
                • Proof of work
                • NFTs on Bitcoin
                • Ordinals
                • The Future of Bitcoin
                • Resources:


                  http://mempool.me/

                  Bitcoin Podcast:

                  Citadel Dispatch - Actionable Bitcoin Discussion

                  Rug of the week:


                  Shredded Apes LP drained, 78M tokens liquidated

                  News:


                  The UK Sets out Its Plans for Becoming a Global Crypto Hub

                  $588M worth of unlocks scheduled for February

                  Court-appointed examiner confirms Celsius operated as a Ponzi

                  Birkin vs. MetaBirkin, what one case heading to trial today may mean for the future of Web3

                  Bitcoin premium in Nigeria tops 164% amid demonetization

                  North Korean hackers try to launder $27M in ETH from Harmony bridge attack

                  https://finbold.com/european-investment-bank-issues-first-ever-sterling-pound-digital-bond-on-blockchain/


                  Socials:

                  Dr Nicks Twitter

                  finance.vote

                  • finance.vote Twitter
                  • Discord
                  • The Crypto Market Watch Suggestion box is open:

                    Holders of an Ethereum FVT NFT or holders of $FVT token can suggest episode ideas and suggest news articles here:

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                    1 hr 26 min
                  • 2023 Crypto Predictions

                    Dr Nick and Marsh Frost discuss Dr Nick's Crypto predictions for 2023.


                    Socials:

                    Dr Nicks Twitter

                    finance.vote

                    • finance.vote Twitter
                    • Discord
                    • The Crypto Market Watch Suggestion box is open:

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                      1 hr 39 min
                    • Reviewing 2022 Predictions

                      In this episode, Dr Nick and Marsh Frost reviewed Dr Nick's predictions for last year (2022).

                      Marsh and Dr Nick go through each prediction and see how on the money Dr Nick is with each prediction.

                      The Tweet thread under discussion:

                      drnick (anti-crypto arc) 🗳️² on Twitter: "Happy New Year! Will be dropping some crypto narrative predictions for 2022 throughout the day. 👇" / Twitter

                      Some of the predictions:

                      • Social Tokens
                      • Play to Earn
                      • Ponzinomics
                      • Identity
                      • CryptoSV
                      • Moral Panic
                      • Panic panic
                      • SportsDAOs
                      • Crypto Social Media
                      • Reputation
                      • NFT Third Wave
                      • And more…

                        Socials:

                        • Dr Nicks Twitter
                        • finance.vote
                        • finance.vote Twitter
                        • Discord
                        • The Crypto Market Watch Suggestion box is open:

                          Holders of an Ethereum FVT NFT or holders of $FVT token can suggest episode ideas and suggest news articles here:

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                          1 hr 23 min
                        • NFTs & 2022 News Roundup

                          Dr Nick and Marsh Frost talk about NFTs. We discuss the technologies future and what the "Trump Digital Playing Cards" means for NFTs. During the second half of the show, Dr Nick and Marsh go through 2022 major news events, how they impacted Crypto, and how the 2022 dominoes lined up. 

                          • What is an NFT vs a Fungible Token
                          • Future of NFTs
                          • 2022 News Round-Up
                          • Socials:

                            • Dr Nicks Twitter
                            • finance.vote
                            • finance.vote Twitter
                            • Discord
                            • The Crypto Market Watch Suggestion box is open:

                              Holders of an Ethereum FVT NFT or holders of $FVT token can suggest episode ideas and suggest news articles here:

                              finance.vote episode suggestion box Want to leave The Crypto Market Watch a voice message? Funny messages or good questions may get featured on the show!  Leave us a voice message!

                              1 hr 43 min
                            • CBDC

                              Dr Nick and Marsh Frost talk about CBDCs, why they are important, and what they represent. Our apologies for the abrupt ending of this episode. We hope you enjoyed the conversation.


                              Dr Nick talks through his thesis framework: Dawn of Persmissioned Money.

                              Thesis framework - Dawn of Persmissioned Money

                              • Bitcoin and Cryptocurrency
                              • Ethereum and Programmable Money
                              • Public Blockchains and Permissionless Systems
                              • Stablecoins
                              • Libre
                              • Central Banks
                              • Private Blockchains
                              • Banking the Unbanked
                              • Monetary Policy and the Post-Pandemic Economy
                              • CBDC Designs
                              • Digital Identity
                              • Programmatic State Money
                              • The Dawn of Permissioned Money
                              • Absolute Ultra Dystopia
                              • CBDC Tracker:

                                Central Bank Digital Currency Tracker - Atlantic Council

                                News:

                                Indonesian Central Bank explores CBDC to ‘future proof' monetary policy | Kitco News


                                India's Bankers Unimpressed With Digital Rupee | PYMNTS.com

                                Tornado Cash Developer Alexey Pertsev to Remain in Jail Until at Least Late Februrary

                                Socials:

                                • Dr Nicks Twitter
                                • finance.vote
                                • finance.vote Twitter
                                • Discord
                                • The Crypto Market Watch Suggestion box is open:

                                  Holders of an Ethereum FVT NFT or holders of $FVT token can suggest episode ideas and suggest news articles here:

                                  finance.vote episode suggestion box



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                                  1 hr 31 min
                                • Anti Crypto

                                  Dr Nick and Marsh Frost are joined by special guest, Charlie Apthorp of Athena Labs.


                                  This week, they go through one of Dr Nick's tweets, where he asked the following: “What are the things you hate about this industry?”

                                  We go through the best responses and get critical of the crypto industry and lean into Dr Nick's Anti-Crypto Arc.

                                  Show notes:

                                  Dr Nicks Tweet


                                  What are the things you hate about this industry?


                                  Responses

                                  • General lack of professionalism
                                  • Tokenizing everything
                                  • Americans making it about themselves and bringing in their dumb policy games
                                  • Crypto is a unified cultural hedge
                                  • Clowns like you.
                                  • That people put wealth and popularity on Twitter on a pedestal 
                                  • Ignorance of (at best) or willful disregard for (at worst) basic tenets of governance
                                  • Lack of proper education
                                  • Crypto is a lightning rod for scams
                                  • Further Reading

                                    Beyond Blame - Boston Review - By Barbara H. Fried

                                    News

                                    Amazon Beats Apple For Rights To Produce Series About The FTX Disaster

                                    Socials:


                                    Dr Nicks Twitter

                                    finance.vote www

                                    • finance.vote Twitter
                                    • Discord
                                    • Athena Labs

                                      • Charlie Apthorp @AthenaLabs Twitter
                                      • Athena Labs www
                                      • The Crypto Market Watch Suggestion box is open:

                                        Holders of an Ethereum FVT NFT or holders of $FVT token can suggest episode ideas and suggest news articles here:

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                                        1 hr 19 min
                                      • FTX (Part 1)

                                        Dr Nick and Marsh Frost discuss the ongoing collapse of FTX and Almeida Research and what it means for Crypto.

                                        We cover cults, drugs, politics, ponzis, power and more. This is a great primer for the crypto-curious who are interested in the collapse of FTX.

                                        Important FTX tweet threads:

                                        • The FTX thing

                                        • Jason Choi on Twitter: "The Definitive Thread on FTX I met SBF before FTX started, and witnessed their rise and fall. I can't stand @nytimes's puff piece. If anyone wants to know what happened, send them this." / Twitter

                                        • Sam was the Rugmaster General

                                        • Adam Cochran (adamscochran.eth) on Twitter: "1/82 I'll be pinning this detailed timeline, as my final piece covering this topic, as now the case is closed in my mind. This was a crime plain and simple and I'll put no more wind in this criminals sails: FTX

                                        • Sam & Luna Thought Experiment

                                        • Effective altruism
                                        • Outro song:


                                          Song - Sam, Gary, Caroline and Glenn

                                          https://twitter.com/songadaymann/status/1592963492713492481

                                          SBF Insights


                                          Visualized: FTX's Leaked Balance Sheet

                                          Socials:


                                          finance.vote site

                                          • finance.vote Twitter
                                          • Discord
                                          • Dr Nicks Twitter
                                          • The Crypto Market Watch Suggestion box is open:

                                            Holders of an Ethereum FVT NFT or holders of $FVT token can suggest episode ideas and suggest news articles here:

                                            finance.vote episode suggestion box



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                                            1 hr 29 min
                                          • Rug Pulls

                                            In Episode 9  of TCMW, Dr Nick and Marsh Frost discuss one of the most common yet least nuanced negative Crypto events, a Rug Pull.


                                            Dr Nick will provide a framework on how to think about Rug Pulls and how to avoid them. Or if you absolutely positively have to buy the meme token, what you are looking for in a Project so you can better anticipate what style of Rug pull may be on the horizon.

                                            The Show:

                                            What is a Rug pull?


                                            What are the types of Rug pulls?

                                               *Most Basic Rug* - The exit scam

                                               *The Classic Rug* - LP tokens yanked

                                               *The Token Rug* - Dumped supply

                                               *The Slow Rug* - Bleed out the value slowly by dumping supply or removing LPs.

                                               *The Sly Rug* - We’ve been “hacked”

                                               *The Pump and Rug* - Liquid supply on launch, pumped through a low float AMM.

                                               *The Insider Rug* - The supply is actually cornered by insiders and the only way is down.

                                               *The Algorithmic Rug* - Automate the rug stack and deploy relentlessly.

                                               *The Rug Sandwich* - The sandwich attack

                                               *The Dust Rug* - You have been dust attacked with Tornado ETH

                                               *The Bacon Rug* - You are X hops away from tornado cash you are rugged.

                                               *The DAO Rug* - You invested in a DAO and they have decided you are unworthy of your tokens e.g. Merit Circle

                                               *The Vapour Rug* - It’s all whitepaper and dreams and that’s it. The insiders know this and get out before you.

                                               *The Inu Rug* - Elon has tweeted and it’s time to buy the meme coin.

                                               *The Wrapped Token Rug* - You’re happily playing around on a chain using ether which is not ether. The bridge is rugged.

                                               *The Rebase Rug* - You’re inflated away to zero, one way or another.

                                            “Everything that can be rugged, will be rugged”

                                            News:


                                            Musk’s Twitter Reforms Could ‘Damage The Blue Check's Anti-Scam Role’: Ethereum Founder Vitalik Buterin - Decrypt


                                            Referenced information and further reading:

                                            Dr Nick's Thread on Uni Swap Rug Pulls


                                            Socials:

                                            finance.vote site

                                            • finance.vote Twitter
                                            • Discord
                                            • Dr Nicks Twitter
                                            • The Crypto Market Watch Suggestion box is open:

                                              Holders of an Ethereum FVT NFT or holders of $FVT token can suggest episode ideas and suggest news articles here:

                                              finance.vote episode suggestion box



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                                              1 hr 44 min

                                            About The Crypto Market Watch

                                            From the publisher's feed

                                            Weekly analysis of the crypto markets, tech chat, deep dives and market predictions.