Unconfirmed: Insights and Analysis From the Top Minds in Crypto-logo

Unconfirmed: Insights and Analysis From the Top Minds in Crypto

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Why 'Ethereum Killers' Will Have a Hard Time Attracting Its Developers - Ep.038

Linda Xie, cofounder at Scalar Capital, talks about what she saw at ETHBerlin, why it made her think Ethereum's first-mover advantage may be hard for other smart contract platforms to overcome and how the crypto community in Berlin differed from that of Silicon Valley. She also talked about why Scalar Capital is focused on privacy coins, how her experience at Coinbase informed that, and what impact it would have on her investments if a more widely used coin like Bitcoin adopted privacy...


Alex Sunnarborg of Tetras Capital on Why He's Bearish on Ether - Ep.037

Alex Sunnarborg, founding partner of Tetras Capital, describes the three core buckets his fund is investing in, how they're investing during this bear market, and why the firm has decided to short ether. He also describes why he thinks dapps could take off, but the value of ether may not rise anyway, and gives us some insight into how he thinks psychology plays into market rhythms. Plus, he explains why he's long Ethereum but short ETH. Alex Sunnarborg:...


Shapeshift's About-Face: Why Now? - Ep.036

Katherine Wu, director of business development and community at Messari, talks about the news that everyone on crypto Twitter was discussing this week: Shapeshift's decision to require customer accounts. The well-known crypto-to-crypto exchange has long been known for enabling anonymous transactions, and CEO Erik Voorhees is a noted libertarian who prefers less rather than more regulation, so the reversal was surprising to many in the crypto community. Katherine explains her theory as to why...


Pamela Morgan on How to Pass Your Crypto Assets On to Your Heirs - Ep.035

Pamela Morgan, a lawyer in the blockchain space and the author of Cryptoasset Inheritance Planning, explains how you can pass on your crypto assets to your heirs without them or anyone else getting ahold of them beforehand. Surprisingly, the first step begins with a letter. She explains what information to put in that letter, how to choose helpers, and how to protect your private keys. We also discuss what you should do legally to help the process along and what kind of tax prep you should...


Joe Lubin and Jimmy Song Work On the Terms of Their Bet on Dapps — and Trash Talk the Other’s Coin - Ep.034

Joe Lubin, cofounder of Ethereum and founder of ConsenSys, and Jimmy Song, partner at Blockchain Capital and founder of Programming Blockchain, pick up the bet they started at the Consensus conference in May. The challenge was on whether or not we would see several decentralized apps with real user traction five years from now, with Joe taking the yes side of the bet and Jimmy taking the no side. However, the terms of the agreement were still to be worked out. On Unchained, Jimmy proposed...


How Crypto Will Give You More Flexibility in Your Work - Ep.033

Silicon Valley capitalist and longtime crypto investor Bill Tai discusses some interesting theories about how crypto is changing money and work. He starts by talking about the shift from oil- to electron-based currencies. He also describes how people have worked flexibly, as individuals, for most of human history and only recently have they become cogs in a wheel, beholden to one employer. Crypto, he believes, will shift us back to more flexible work models. We also talked about a new...


Why the ICE/Bakkt News Makes Some Crypto Investors Nervous - Ep.032

Caitlin Long, who’s working on a book about Wall Street and crypto assets and is the cofounder of the Wyoming Blockchain Coalition, discusses the significance of the creation of Bakkt, a new federally regulated market for Bitcoin, by ICE, Microsoft, Starbucks and investment firms Fortress Investment Group, Eagle Seven, and Susquehanna International Group. She explains why she thinks the price of bitcoin didn't jump after the news, what this move could mean for institutional players getting...


A Place Where People May Be Using Crypto For More Than Speculation - Ep.031

Tricia Martinez, director of the Dala Foundation and founder and CEO of Wala, describes how cryptocurrency Dala is being used in Africa and how it hit 100,000 new wallets and 2.5 million in transactions in two months, with an average transaction size of around $0.27. She talks about how 94% of transactions in Africa are still being done in cash, why the problem she's trying to solve needs its own cryptocurrency and can't use bitcoin or ether, and how Wala's users are using Dala. Plus, she...


CoinList's Andy Bromberg on the One Big Regulatory Issue Facing Crypto - Ep.030

CoinList founder and president Andy Bromberg talks about why the ICO services firm has worked with only five out of 2,500 token projects, how tokenomic models are changing to ensure the viability of the network and also avoid incurring regulatory action, and why one of the biggest regulatory questions remaining is when a token shifts from being a security to a non-security. We also discuss why there's such a race in the stablecoin space, why there's been a shift toward building...


Token Economy's Stefano Bernardi on How DAOs Could Create a Less Capitalist World - Ep.029

In this wide-ranging conversation, the Token Economy newsletter coauthor Stefano Bernardi talks about fully digital security tokens -- security tokens with no relation to real world securities like companies and real estate, but that represent securities from DAOs and other purely crypto entities. He also discusses a new evolution in cryptoeconomics -- multiple-token economies that utilize different tokens to incentivize various behaviors on a network. For instance, one system might have a...


Special Episode with CNBC's Crypto Trader: Olaf Carlson-Wee on Why This Crypto Winter Is Different From Previous Ones - Ep.028

In this special episode I hosted with CNBC Crypto Trader, Ran Neu Ner and I talk with Olaf Carlson-Wee, founder and CEO of crypto hedge fund Polychain Capital. We discuss his early career, what sets this crypto downturn apart from previous ones and why we see hardcore tribalism in the crypto space. He also explains what types of investments and technologies he looks for, why we won't see one dominant breakthrough and why "no one cares about incrementally faster bank settlement but paradigm...


Willy Woo on Why He Thinks We're Nine Years Away From Half the World Using Bitcoin - Ep.027

Independent crypto analyst Willy Woo, who blogs at Woobull.com, talks about where he sees the price of Bitcoin going over the next six months. (Hint: He uses the word "sideways.") He also describes his concept of NVT Ratio, the Bitcoin equivalent of price-to-earnings ratio, and how that helps determine whether bitcoin and certain other coins are over- or undervalued. We also discuss his 10,000-year view of cryptocurrency, and why he believes we're only nine years away from half of the world...


Demian Brener, CEO of Zeppelin, on Which Smart Contract Platform Will Win - Ep.026

Demian Brener, the cofounder and CEO of Zeppelin discusses a dilemma he's seeing investors be concerned about: whether blockchains should be immutable forever or whether it should be possible to upgrade smart contracts over time. He explains why he doesn't see it as a dilemma, how it could be possible to have an upgradeable, immutable blockchain. We also cover another trend he's seeing: would-be ICO issuers instead turning to airdrops as a way to avoid some regulatory issues. Now that Tezos...


Multicoin's Kyle Samani on Why He Believes Bitcoin Governance Doesn't Accommodate the Real World - Ep.025

Kyle Samani, managing partner of Multicoin Capital, talks about what got him really excited at this week's Zcon0 conference for Zcash -- primarily, technologies that could make possible a future of massively scalable blockchains featuring default private transactions that would still make possible selective viewing to, say, auditors. He also recaps the major incidents around EOS's launch and how the community plans to change its governance, by trying out a new ethos of "intent of code" is...


Behind the Tezos Scandal: Conflicts of Interest, Self-Dealing and Bullying - Ep.024

Gideon Lewis-Kraus, a contributing writer at Wired, came out with a cover story in the magazine earlier this week that investigated the actions of both sides in the Tezos boardroom battle. Lewis-Kraus walks us through the accusations on both sides and explains how the balance of the blame seems to lie with foundation head, Johann Gevers, who had numerous conflicts of interest, proposed an unjustified payment for himself and appears to have tried to revive his faltering company Monetas by...


Coinbase's Adam White on a Momentous Day in Crypto - Ep.023

Adam White, vice president and general manager of Coinbase, explains why he believes the SEC's statement Thursday that ether, in its current form, is not a security, is a historic moment in crypto. Also, from his vantage point of being steeped in the industry but interacting regularly with institutional investors and regulators, he describes where crypto is right now and why he believes it will be moving from an investment phase to a utility phase. He also discusses Coinbase's many recent...


Joey Krug on How to Create a Regular Cryptocurrency - Ep.022

Joey Krug, cofounder of Augur and chief investment officer at Pantera Capital, talks about the upcoming Augur launch, and why we haven't yet seen a regular, non-deflationary, non-stablecoin cryptocurrency -- and how to create one. For instance, he says, an inflationary currency could distribute the inflation to particular groups. He also explains what the "impossible trinity" is and how an independent monetary policy in crypto might work. We also discuss new ways crypto projects are trying...


Alex Gladstein of the Human Rights Foundation on the First Crypto War - Ep.021

Think Bitcoin and crypto assets are just vehicles for speculation? They're already having both a positive impact and negative impact when it comes to human rights, says Alex Gladstein, chief strategy officer for the Human Rights Foundation. Gladstein talks about how he first became enamored with Bitcoin because of its potential to solve hyperinflation, and why he believes Venezuela is the site of the world's first crypto war. He also covers why repressive governments are excited by...


Jill Carlson on How Crypto Is Replicating Wall Street -- And Not in a Good Way - Ep.020

Blockchain consultant, Jill Carlson, who has worked with 0x, dydx, Algorand, Tezos, O1 Labs, and the IMF, discusses why Blockchain Week to her seemed to be too much about Lambos and how crypto has reached its "illogical conclusion" and is replicating Wall Street's misbehaviors. Hence, the Department of Justice's investigation into the price manipulation of Bitcoin. However, she sees a bright spot in decentralized exchange, but believes blockchain-based credit is an area that needs further...


Mike Novogratz on Why Incumbents Are Still Well Positioned to Participate in Crypto Finance - Ep.019

Mike Novogratz, the founder and CEO of Galaxy Digital Capital Management, talks about the recently announced Bloomberg Galaxy Crypto Index, why it's limited to just 12 cryptos, how traditional financial players know more about crypto than people believe they do, and how "the herd" is coming. He discusses the biggest obstacles to institutional money entering the space, how their entry will affect trading opportunities and and which types of stablecoins he believes are most promising. He also...