Fozzy visits Argentina for DevConnect we discuss market nuke DATs / Saylor current vibes see everyone next cycle?
Z aka Split Capital comes on the pod to discuss FTX claims and the broader market We discuss * Evolution of FTX claims * What caused the recent repricings * Profile of buyers and bankruptcy game theory * Wealth effect of FTX claims being sold * Exchange landscape and what DEXes can do better * & More! Links * Melting Crypto Winter * Zaheer's twitter
Mag from Skip comes on to discuss Skips work with dydx and Skips custom MEV stack We discuss: * dydx's new chain and the associated MEV attack vectors * Skips solution to these * Social slashing pros and cons * Pokemon streaming Links * Skip Website * Skip dydx dashboard * Listeners get 5% off parsec (promo code: parsec-pod)
Brought back Spreek to discuss all recent crypto events * FTX clawbacks * Real World Assets (Maker) * Friend Tech * Onchain Telegram Bots / Rollbit Links *Listeners get 5% off parsec (promo code: parsec-pod) * Spreeks twitter
Guy and Conor from Ethena come on and discuss the soon to launch ethena stablecoin USDe We discuss the 4 pillars of a stablecoin and how ethena is approaching: * What trade is ethena executing * Decentralization/Custody of Assets * Managing risk across exchanges * Funding rate dependence/history * stETH as the collateral choice Links * ethena twitter
We talk intents with Hart: * Harts experience trading treasuries & the unique market structure there * Intents ~= Market Making * Potential use cases beyond trading * Bridging and Harts project Across * Crosschain Intent systems & their Capital Efficiency Links: * Hart's Thread we discussed * Across * Paradigms Intents Primer
Even though its been quiet out there, we bring Spreek on to discuss all the recent events in crypto and what might be next. We discuss * AI narrative * Worldcoin * Multicoin fiasco * Memecoin Frenzy * FTX 2.0? * Are oracles on the way out? * Genesis / DCG debt problems * GameFi might be next Links * Listeners get 5% off parsec (promo code: parsec-pod) * Spreek disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably...
Shanghai was a success, but whats next? EigenLayer team joins us to explain Restaking. We discuss * What is Restaking? * Eigenlayer marketplace * Use cases of ETH security Links * Listeners get 5% off parsec (promo code: parsec-pod) * EigenLayer * Sreeram's Twitter * Calvin's Twitter disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)
Is the bull market back? Spreek joins us to discuss the latest in crypto narratives We discuss * Polygon Burn rate * Trade Rotations (cartel,canto,AI,china) * Blur * Arbitrum *GMX / Casinos *Paxos rugged Links * Listeners get 5% off parsec (promo code: parsec-pod) *Spreek's Twitter disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)
Jito Labs cofounders come on the show to discuss Solana MEV and how Jito is tackling redistribution of MEV via jitoSOL We discuss: * comparison of Jito to EVM MEV auctions like Flashbots * Long tail Solana MEV and searcher shenanigans * Competitive landscape of MEV on Solana * Solana's future Links: * Jito: jito.wtf * Buffalu Twitter * Seg Twitter *Listeners get 5% off parsec (promo code:parsec-pod) disclosure: this is an educational podcast nothing said on here by hosts or guests is finan...
Gearbox is a novel lending protocol built on top of credit accounts. We chatted with Ilgiz, Mikael, and Jared from the gearbox team. We discussed * Gearbox's goal of becoming a prime broker * How the protocol provides efficient leverage * Risk framworks and how to scale the protocol * Potential for synthetic assets Links * Gearbox *Mikael *Ilgiz *Jared *Listeners get 5% off parsec (promo code:parsec-pod) disclosure: this is an educational podcast nothing said on here by hosts or guests is ...
Danijel from Thales joins us to discuss their innovative AMM approach to prediction markets. We discuss *Overtime Markets (Thales sports AMM) *Toxic Flow *Prediction Vaults *World Cup winners Links * Thales * Overtime * Daniel Twitter *Listeners get 5% off parsec (promo code:parsec-pod) disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)
Doug Colkitt, an experience HFT and MEV searcher lays out his theory on Alameda's downfall and how FTXs toxic flows and liquidation engine played a role in the insolvency. We also discuss Dougs new AMM project Crocswap Links * Doug's original Thread * Crocswap twitter * Listeners get 5% off parsec (promo code: parsec-pod) disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)
Nick Cannon of Gauntlet joins us to discuss DeFi Risk Management following the Mango hack We discuss * How Mango went down * Gauntlet's framework for quantifying risk * Pros/Cons of on-chain governance, avenues for improvement * Gauntlet's new treasury management protocol Aera Links * Aera * Gauntlet * Nick's Twitter * Listeners get 5% off parsec (promo code: parsec-pod) disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec ...
Monet Supply, knower of all things lending joins us to discuss on-chain lending dynamics into the merge. We discuss * How different protocols have reacted to the risks * stETH's overweight influence on aave * his idea for a synthetic asset model * maker & RWAs Links * Aave ETH pause * monet twitter * Listeners get 5% off parsec (promo code: parsec-pod) disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferabl...
DeFi Roundup with Spreek We discussed The ETH MergeOptimism recent success / L2 warsUSDC blacklist risksAave and Curve new stablecoinsNomad Hack / BridgesLinks * Listeners get 5% off parsec (promo code: parsec-pod) disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)
Jonathan joins us from bitmex research to discuss DATs and Michael Saylor
Spreek joins us on another round up to discuss Bybit Hack Saylor poor?Hype whale positionMaker dramaDouble dipperoo equity / tokensidk
On todays ramble we discuss Trump Inaguration $TRUMPSaylor / Microstrategy EF mixupTether fud?