Beyond Bitcoin

Join Nitin and guest Mark, the CIO of Portal Asset Management, as they discuss the latest trends in global macro, the evolution of crypto, and key market insights. They delve into the impact of political uncertainties, the resurgence of interest in digital assets, and the growing utility of blockchains. Mark shares his experiences from Europe and provides in-depth analysis of the current and future state of the crypto market. They also explore the convergence of AI and blockchain, stablecoin growth, and the role of institutional investors. Concluding with a look ahead to 2025, this episode is packed with valuable perspectives and predictions. 0:00 Introduction and Greetings 01:04 Global Macro Overview 01:40 Crypto Market Trends and Insights 02:42 Regulatory Changes and Political Impact 04:19 Technological Innovations in Crypto 05:57 Future of Crypto and AI Integration 08:43 Financial Infrastructure Modernization 10:13 Market Sentiments and Predictions 23:18 Concluding Thoughts and Future Outlook

Join Nitin and guest Mark, the CIO of Portal Asset Management, as they discuss the latest trends in global macro, the evolution of crypto, and key market insights. They delve into the impact of political uncertainties, the resurgence of interest in digital assets, and the growing utility of blockchains. Mark shares his experiences from Europe and provides in-depth analysis of the current and future state of the crypto market. They also explore the convergence of AI and blockchain, stablecoin growth, and the role of institutional investors. Concluding with a look ahead to 2025, this episode is packed with valuable perspectives and predictions. 0:00 Introduction and Greetings 01:04 Global Macro Overview 01:40 Crypto Market Trends and Insights 02:42 Regulatory Changes and Political Impact 04:19 Technological Innovations in Crypto 05:57 Future of Crypto and AI Integration 08:43 Financial Infrastructure Modernization 10:13 Market Sentiments and Predictions 23:18 Concluding Thoughts and Future Outlook

In this episode of Beyond Bitcoin, host Deryck Graham is joined by Nitin Gaur, discussing the current state of the cryptocurrency market from different parts of the world. They explore the rise of 'dino tokens' and the potential onset of an 'altcoin season,' providing detailed comparisons of various tokens like Ripple, Cardano, and Polkadot to established companies like Facebook and Coca-Cola. The hosts caution investors about 'ignorant exuberance' in the market, while also addressing the utility and valuation concerns surrounding these tokens. Nitin shares his insights on meme coins, regulatory clarity, and the evolving role of Bitcoin in corporate and institutional finance. Tune in for an in-depth analysis of market trends, token valuations, and what lies ahead for the crypto ecosystem. 00:00 Introduction and Welcome 01:19 Market Overview and Alt Season Discussion 03:23 Token Analysis: Ripple, Cardano, and Polkadot 06:17 The Utility and Future of Meme Coins 10:11 Comparing Traditional Companies and Crypto Valuations 18:43 Bitcoin's Unique Position and Institutional Interest 24:53 Conclusion and Future Topics

In this episode of Beyond Bitcoin, host Deryck Graham is joined by Nitin Gaur, discussing the current state of the cryptocurrency market from different parts of the world. They explore the rise of 'dino tokens' and the potential onset of an 'altcoin season,' providing detailed comparisons of various tokens like Ripple, Cardano, and Polkadot to established companies like Facebook and Coca-Cola. The hosts caution investors about 'ignorant exuberance' in the market, while also addressing the utility and valuation concerns surrounding these tokens. Nitin shares his insights on meme coins, regulatory clarity, and the evolving role of Bitcoin in corporate and institutional finance. Tune in for an in-depth analysis of market trends, token valuations, and what lies ahead for the crypto ecosystem. 00:00 Introduction and Welcome 01:19 Market Overview and Alt Season Discussion 03:23 Token Analysis: Ripple, Cardano, and Polkadot 06:17 The Utility and Future of Meme Coins 10:11 Comparing Traditional Companies and Crypto Valuations 18:43 Bitcoin's Unique Position and Institutional Interest 24:53 Conclusion and Future Topics

Join us for an insightful episode of Beyond Bitcoin with Greg Galton and longtime contributor Nitin Gaur. With Deryck Graham unavailable, Greg and Nitin dive into the latest happenings in the crypto world, including Bitcoin's new all-time highs, changes in U.S. crypto policy post-election, and the impact of Gary Gensler's resignation. They discuss the growing acceptance of crypto in traditional finance, the rise of Dogecoin led by Elon Musk, and the implications of recent court rulings on Tornado Cash. Additionally, they explore the potential and risks of Bitcoin as a store of value, including Michael Saylor's ambitious strategy with MicroStrategy and the concentration risks posed by large holders. Tune in for an engaging conversation on the current and future crypto landscape. 00:00 Introduction and Welcome 00:49 Bitcoin's Recent Surge and U.S. Crypto Sentiment 03:59 Regulatory Changes and Their Impact 04:43 Tornado Cash Case and Legal Implications 09:34 Global Crypto Regulations and Tax Benefits 11:47 Michael Saylor's Bitcoin Strategy 18:39 Risks of Centralized Bitcoin Holdings 21:12 Conclusion and Final Thoughts

Join us for an insightful episode of Beyond Bitcoin with Greg Galton and longtime contributor Nitin Gaur. With Deryck Graham unavailable, Greg and Nitin dive into the latest happenings in the crypto world, including Bitcoin's new all-time highs, changes in U.S. crypto policy post-election, and the impact of Gary Gensler's resignation. They discuss the growing acceptance of crypto in traditional finance, the rise of Dogecoin led by Elon Musk, and the implications of recent court rulings on Tornado Cash. Additionally, they explore the potential and risks of Bitcoin as a store of value, including Michael Saylor's ambitious strategy with MicroStrategy and the concentration risks posed by large holders. Tune in for an engaging conversation on the current and future crypto landscape. 00:00 Introduction and Welcome 00:49 Bitcoin's Recent Surge and U.S. Crypto Sentiment 03:59 Regulatory Changes and Their Impact 04:43 Tornado Cash Case and Legal Implications 09:34 Global Crypto Regulations and Tax Benefits 11:47 Michael Saylor's Bitcoin Strategy 18:39 Risks of Centralized Bitcoin Holdings 21:12 Conclusion and Final Thoughts

In this episode of Beyond Bitcoin, we dive into the four seasons of the Bitcoin cycle: winter, summer, autumn, and spring, examining what triggers these changes beyond price. We hypothesize about the continuation of these cycles and discuss revaluing top-performing assets, including the significant decline in Australian real estate value, when measured against Bitcoin. Senior analyst Greg Galton joins the discussion to analyze recent Bitcoin activity, the impact of market dynamics, whale activity, and the strategic moves of large investors like Michael Saylor and BlackRock. We also touch on how geopolitical events and institutional adoption influence Bitcoin's future. Join us for a detailed exploration of Bitcoin’s market behavior and its growing significance as a 21st-century asset. 00:00 Introduction to Bitcoin Cycles 00:48 Weekly Bitcoin Market Update 01:50 Understanding Bitcoin Metrics 04:39 The Four Seasons of Bitcoin 09:12 Bitcoin Halving Explained 17:33 Bitcoin as a Store of Value 21:44 Bitcoin's Resilience in Conflict 22:34 Conclusion and Upcoming Episodes #beyondbitcoin #bitcoinpodcast #Crypto #blockchain #bitcoinhalving

In this episode of Beyond Bitcoin, we dive into the four seasons of the Bitcoin cycle: winter, summer, autumn, and spring, examining what triggers these changes beyond price. We hypothesize about the continuation of these cycles and discuss revaluing top-performing assets, including the significant decline in Australian real estate value, when measured against Bitcoin. Senior analyst Greg Galton joins the discussion to analyze recent Bitcoin activity, the impact of market dynamics, whale activity, and the strategic moves of large investors like Michael Saylor and BlackRock. We also touch on how geopolitical events and institutional adoption influence Bitcoin's future. Join us for a detailed exploration of Bitcoin’s market behavior and its growing significance as a 21st-century asset. 00:00 Introduction to Bitcoin Cycles 00:48 Weekly Bitcoin Market Update 01:50 Understanding Bitcoin Metrics 04:39 The Four Seasons of Bitcoin 09:12 Bitcoin Halving Explained 17:33 Bitcoin as a Store of Value 21:44 Bitcoin's Resilience in Conflict 22:34 Conclusion and Upcoming Episodes #beyondbitcoin #bitcoinpodcast #Crypto #blockchain #bitcoinhalving

In this episode of Beyond Bitcoin, hosts Derek Graham and Greg Galton discuss the significant changes in the digital assets landscape following Donald Trump's election. They analyse the potential implications of the USA creating a Bitcoin reserve, Bitcoin's recent price surge, and the evolving perception of Bitcoin as a store of value. The conversation also explores visionary predictions by Michael Saylor and Kathy Woods regarding Bitcoin's future valuation, along with the notion of replacing gold with Bitcoin in national reserves. Join them as they delve into the potential macroeconomic shifts and the future of cryptocurrency.

In this episode of Beyond Bitcoin, hosts Derek Graham and Greg Galton discuss the significant changes in the digital assets landscape following Donald Trump's election. They analyse the potential implications of the USA creating a Bitcoin reserve, Bitcoin's recent price surge, and the evolving perception of Bitcoin as a store of value. The conversation also explores visionary predictions by Michael Saylor and Kathy Woods regarding Bitcoin's future valuation, along with the notion of replacing gold with Bitcoin in national reserves. Join them as they delve into the potential macroeconomic shifts and the future of cryptocurrency.

Join Derek Graham in this engaging episode of Beyond Bitcoin as he and guest Dan Tapiero discuss the burgeoning world of Bitcoin, crypto assets, and the macro events shaping our digital landscape. They delve into the importance of diversifying into Bitcoin, the role of decentralization in infrastructure, and the potential for tokenizing real-world assets. Learn about the significance of digital wallets, the unique advantages of cryptocurrency in global contexts, and the promising future of decentralized finance. This episode is a goldmine for anyone eager to understand the evolving landscape of digital assets.

Join Derek Graham in this engaging episode of Beyond Bitcoin as he and guest Dan Tapiero discuss the burgeoning world of Bitcoin, crypto assets, and the macro events shaping our digital landscape. They delve into the importance of diversifying into Bitcoin, the role of decentralization in infrastructure, and the potential for tokenizing real-world assets. Learn about the significance of digital wallets, the unique advantages of cryptocurrency in global contexts, and the promising future of decentralized finance. This episode is a goldmine for anyone eager to understand the evolving landscape of digital assets.

Join Derek Graham in this engaging episode of Beyond Bitcoin as he and guest Dan Tapiero discuss the burgeoning world of Bitcoin, crypto assets, and the macro events shaping our digital landscape. They delve into the importance of diversifying into Bitcoin, the role of decentralization in infrastructure, and the potential for tokenizing real-world assets. Learn about the significance of digital wallets, the unique advantages of cryptocurrency in global contexts, and the promising future of decentralized finance. This episode is a goldmine for anyone eager to understand the evolving landscape of digital assets.

Join Derek Graham in this engaging episode of Beyond Bitcoin as he and guest Dan Tapiero discuss the burgeoning world of Bitcoin, crypto assets, and the macro events shaping our digital landscape. They delve into the importance of diversifying into Bitcoin, the role of decentralization in infrastructure, and the potential for tokenizing real-world assets. Learn about the significance of digital wallets, the unique advantages of cryptocurrency in global contexts, and the promising future of decentralized finance. This episode is a goldmine for anyone eager to understand the evolving landscape of digital assets.

Join host Derek Graham as he interviews Andrew Woodruff, CIO of Black Lotus Capital, in this episode of 'Beyond Bitcoin.' Discover Andrew's journey into the crypto space and the unique institutional approach of Black Lotus Capital, focusing on a research-driven, long-short investment strategy targeting altcoins. Explore the balance between managing volatility and capturing significant value, the importance of sustainable competitive moats, and the impact of meme coins. Learn about their commitment to institutional-grade processes, risk management, and adaptive strategies to create alpha in the evolving crypto landscape. Connect with Andrew on LinkedIn for further insights and networking opportunities. DISCLAIMER: THIS DISCUSSION IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT TO BE CONSIDERED INVESTMENT ADVICE

Join host Derek Graham as he interviews Andrew Woodruff, CIO of Black Lotus Capital, in this episode of 'Beyond Bitcoin.' Discover Andrew's journey into the crypto space and the unique institutional approach of Black Lotus Capital, focusing on a research-driven, long-short investment strategy targeting altcoins. Explore the balance between managing volatility and capturing significant value, the importance of sustainable competitive moats, and the impact of meme coins. Learn about their commitment to institutional-grade processes, risk management, and adaptive strategies to create alpha in the evolving crypto landscape. Connect with Andrew on LinkedIn for further insights and networking opportunities. DISCLAIMER: THIS DISCUSSION IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT TO BE CONSIDERED INVESTMENT ADVICE

Join Deryck Graham and Nitin Gaur as they explore recent developments in the crypto market, including the European Central Bank's interest rate changes and their impacts. Dive into the performance of Bitcoin and Ethereum ETFs, and gain insights into Ethereum's complexities and Solana's rapid rise. Discover how Layer 1 protocols are transforming the ecosystem, and analyse the shift towards advanced Layer 3 and Layer 4 applications. Examine investment trends in DeFi, the role of VCs, and the evolving landscape of digital assets, focusing on Bitcoin, Ethereum, and stablecoins. Understand institutional interest from Asia and MicroStrategy's influence on Bitcoin, while exploring the tokenisation efforts by PayPal, Visa, and Stripe. This comprehensive discussion provides valuable insights into the future of digital asset investments and the potential onset of a new bull market. 00:00 Introduction and Welcome 01:00 Market Updates and Bitcoin's Performance 02:52 Ethereum's Complexity and Challenges 03:57 Solana's Rise and Institutional Interest 08:17 Investment Perspectives on Layer 1 Protocols 10:24 Layer 2 and Beyond: Future of Blockchain 12:36 Ethereum's Value vs. Price Debate 14:01 Venture Capital Shifts Focus 16:40 Bitcoin's Unique Position 20:51 The Role of Stablecoins 22:22 Conclusion and Future Outlook

Join Deryck Graham and Nitin Gaur as they explore recent developments in the crypto market, including the European Central Bank's interest rate changes and their impacts. Dive into the performance of Bitcoin and Ethereum ETFs, and gain insights into Ethereum's complexities and Solana's rapid rise. Discover how Layer 1 protocols are transforming the ecosystem, and analyse the shift towards advanced Layer 3 and Layer 4 applications. Examine investment trends in DeFi, the role of VCs, and the evolving landscape of digital assets, focusing on Bitcoin, Ethereum, and stablecoins. Understand institutional interest from Asia and MicroStrategy's influence on Bitcoin, while exploring the tokenisation efforts by PayPal, Visa, and Stripe. This comprehensive discussion provides valuable insights into the future of digital asset investments and the potential onset of a new bull market. 00:00 Introduction and Welcome 01:00 Market Updates and Bitcoin's Performance 02:52 Ethereum's Complexity and Challenges 03:57 Solana's Rise and Institutional Interest 08:17 Investment Perspectives on Layer 1 Protocols 10:24 Layer 2 and Beyond: Future of Blockchain 12:36 Ethereum's Value vs. Price Debate 14:01 Venture Capital Shifts Focus 16:40 Bitcoin's Unique Position 20:51 The Role of Stablecoins 22:22 Conclusion and Future Outlook

In this episode of Beyond Bitcoin, Derek Graham engages in a comprehensive discussion with Kelvin Koh, CIO of Spartan Capital. They explore investment strategies in the crypto sector, particularly in Web 3.0 and decentralised finance, and discuss the importance of understanding market cycles, managing risks, and portfolio allocation. Kelvin shares insights from Spartan's experience, highlighting the differences between hedge fund and venture capital management. They also examine the implications of crypto's growing influence on traditional asset classes and offer advice for institutional and retail investors entering the field. Join Derek and Kelvin for a deep dive into the evolving landscape of cryptocurrency investments. 00:00 Introduction and Welcome 00:41 Overview of Portal Digital Fund and Spartan Capital 02:10 Navigating the Crypto Investment Landscape 03:47 Risk Management Strategies 05:01 Differences Between Hedge Funds and Venture Capital 08:23 The Future of Crypto and Tokenisation 15:58 Guidance for New Crypto Investors 21:33 Conclusion and Final Thoughts

In this episode of Beyond Bitcoin, Derek Graham engages in a comprehensive discussion with Kelvin Koh, CIO of Spartan Capital. They explore investment strategies in the crypto sector, particularly in Web 3.0 and decentralised finance, and discuss the importance of understanding market cycles, managing risks, and portfolio allocation. Kelvin shares insights from Spartan's experience, highlighting the differences between hedge fund and venture capital management. They also examine the implications of crypto's growing influence on traditional asset classes and offer advice for institutional and retail investors entering the field. Join Derek and Kelvin for a deep dive into the evolving landscape of cryptocurrency investments. 00:00 Introduction and Welcome 00:41 Overview of Portal Digital Fund and Spartan Capital 02:10 Navigating the Crypto Investment Landscape 03:47 Risk Management Strategies 05:01 Differences Between Hedge Funds and Venture Capital 08:23 The Future of Crypto and Tokenisation 15:58 Guidance for New Crypto Investors 21:33 Conclusion and Final Thoughts