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Welcome to “The Chopping Block!” – where crypto insiders Haseeb Qureshi, Tom Schmidt, and Tarun Chitra chop it up about the latest news. This week, Flashbots co-founder Phil Daian joins the show to go deep on what maximal extractable value (MEV) means and how it’s shaping the Ethereum ecosystem.
Show highlights:
Hosts
Guest:
Phil:
Disclosures
Links
The Block: Flashbots seeks up to $50 million at a billion-dollar valuation
CoinDesk: Opinion: Miners, Front-Running-as-a-Service Is Theft
CNN: DOJ sues Google over its dominance in online advertising market
Unchained: 51% of Ethereum Blocks Are OFAC Censored
Given the Sanctions on Tornado Cash, Is Ethereum Censorship Resistant? - Ep. 390
The Cost of Decentralization in 0x and EtherDelta
Previous coverage of Unchained on MEV:
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Michael Sonnenshein, CEO of Grayscale Investments, gives an overview of his firm’s case against the SEC, which has denied requests to turn Grayscale’s bitcoin trust into an exchange-traded fund (ETF). With oral arguments kicking off March 7, Sonnenshein lays out what a worst-case “tender offer” would entail and whether DCG CEO Barry Silbert has any say over GBTC’s fate.
Show highlights:
Crypto.com
Guest
Michael Sonnenshein:
Links
Previous coverage of Unchained on GBTC:
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Welcome to “The Chopping Block!” – where crypto insiders Haseeb Qureshi, Robert Leshner, Tom Schmidt, and Tarun Chitra chop it up about the latest news. This week, they covered:
Hosts
Links
Disclosures
Genesis:
FTX:
3AC/GTX:
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James Block, crypto skeptic and author of the Dirty Bubble Media newsletter, rose to prominence with a timely post predicting FTX’s insolvency. The blogger, a doctor by day, explains why he sees crypto as an unregulated morass of would-be securities and outright “Ponzi schemes.” From an early interest in Tether to connecting the dots on Celsius, Block explains why he does what he does and why almost all of crypto is just “regulatory arbitrage.”
Show highlights:
Crypto.com
DeFi Saver
Links
Guests:
James Block:
FTX:
Dirty Bubble Media:
DCG
Binance
Signature
Mango Markets
Celsius
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Maria Shen, partner at Electric Capital, unpacks the venture firm’s latest Developer Report. Hotly anticipated among crypto observers, the annual report captures which chains developers are building on. Despite 2022’s price carnage, the report finds developer interest remains strong. Ethereum is the leading chain by far but EVM-compatibility is emerging as a major force in winning developers’ hearts and minds. Shen unpacks Bitcoin’s stability, Terra’s implosion, and many more insights from crypto’s open-source code repos.
Show highlights:
Crypto.com
Guest
Maria Shen:
Electric Capital Developer Report
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From 3AC to FTX (and possibly more to come), it’s boom times for those trading crypto bankruptcy claims. Thomas Braziel, founder and CEO of 507 Capital, gives a crash course on bankruptcy law, offering the latest updates on the FTX, Celsius, and Three Arrows Capital cases. Plus, insight on how 2023 could finally be the year Mt. Gox creditors get (some) closure.
Crypto.com
DeFi Saver
Links
Guests:
Thomas:
Episode Links:
Celsius
FTX
DCG/Gemini:
3AC
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Welcome to “The Chopping Block!” – where crypto insiders Haseeb Qureshi, Robert Leshner, Tom Schmidt, and Tarun Chitra chop it up about the latest news.
Hosts
Links
DCG/Gemini:
FTX:
Layoffs:
Why We Missed On Inflation, and Implications for Monetary Policy Going Forward | by Neel Kashkari
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Gemini has accused Digital Currency Group CEO Barry Silbert of fraud after allegedly misrepresenting the financials of his company. The accusations follow a dispute over the return of $900 million in assets owed to Gemini Earn’s users. Karim Dandashy, CFA and portfolio manager at XBTO Group, discusses everything about the ongoing drama between Genesis, its parent company DCG, and Gemini.
Show highlights:
Crypto.com
Guest
Karim:
Previous coverage of Unchained on DCG and Genesis:
Genesis/Gemini:
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Gabriel Shapiro, general counsel at Delphi Labs, and Collins Belton, managing partner at Brookwood P.C., dive into the controversial case of Avi Eisenberg, the self-described “applied game theorist” who was arrested in Puerto Rico on Dec. 26 on market manipulation and fraud charges. The two crypto lawyers discuss the case’s potential impact on DeFi and DAO governance — and whether “code is law” stands a chance in the courtroom.
Show highlights:
Crypto.com
DeFi Saver
Links
Guests:
Gabriel:
Collins:
Episode Links:
Previous coverage of Unchained on Avi Eisenberg and the Mango Markets exploit:
Mango Markets exploit
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Ram Ahluwalia, CEO and cofounder at Lumida, talks about the ongoing dispute between Gemini and Digital Currency Group (DCG), specifically focusing on the actions and statements of DCG CEO Barry Silbert and Gemini’s cofounder Cameron Winklevoss. Ram discusses various aspects of the conflict, including the potential commingling of assets between DCG and its subsidiary Genesis and the options available to Gemini if DCG does not cooperate.
Show highlights:
Crypto.com
Guest
Ram:
Previous coverage of Unchained on DCG and Genesis:
Genesis:
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