Month: May 2024

The latest price moves and insights with Jenn Sanasie and General Partner at Dragonfly Tom Schmidt.

To get the show every day, follow the podcast here.

On "Markets Daily," Tom Schmidt, General Partner at Dragonfly, discusses market pricing, indicating a 0% probability of a rate cut in June. He and Sanasie delve into the disappointing performance of Hong Kong ETFs compared to US ETFs, highlighting the former's role as an accessible vehicle for Bitcoin investment endorsed by regulators. Despite Hong Kong's crypto-friendly environment, ETF inflows are slowing in both Hong Kong and the US, with investors shifting towards lower-cost options to reduce fees and improve returns. The conversation anticipates a potentially more hawkish tone from the upcoming Fed meeting but remains optimistic about controlling inflation. They also touch on conflicting views regarding inflation and rate cuts, noting external pressures favoring lower rates to stimulate the economy.

Chapters | 

00:00 Introduction

02:15 Hong Kong ETFs

04:15 Regulatory Endorsement: The ETF's Impact on Bitcoin as an Asset Class

06:38 Conflicting Ideas on Inflation and Rate Cuts

08:45 The Future Price Range of Bitcoin

10:56 The Importance of Regulatory Compliance

13:02 The Potential Turf War Between the SEC and CFTC

13:43 The Need for Clarity and a Clear Path Forward

14:31 The Importance of Points in Bootstrapping Networks

15:30 The Future of Liquidity Mining and Points

LINKS | 

CoinDesk 20 

Dragonfly Capital 

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Consensus 2024 is where experts convene to discuss ideas shaping our digital future. Join developers, investors, founders, brands, policymakers, and more in Austin, Texas from May 29-31. CoinDesk curates the tenth annual Consensus to feature the industry’s most sought-after speakers, unparalleled networking opportunities, and unforgettable experiences. Take 15% off registration with the code MD15. 

Register now at consensus.coindesk.com.

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This episode was hosted by Jenn Sanasie. “Markets Daily” is produced and edited by senior producer Michele Musso, and executive producer Jared Schwartz alongside Senior Booker, Melissa Montañez—all original music by Doc Blust and Colin Mealey.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Cashless: Is Digital Currency The Future of Finance? 

On this episode of Stanford Graduate School of Business chart-topping management podcast “If/Then,” GSB finance professor Darrell Duffie explores the intriguing premise: “If the United States wants to future-proof banking, then a digital dollar could be the solution.” 

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If/Then is a Stanford Graduate School of Business podcast that examines research findings that can help us navigate the complex issues we face in business, leadership, and society.

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This episode of ‘If/Then’ is distributed by CoinDesk with introduction and production by  Senior Producer Michele Musso. Our Executive Producer is Jared Schwartz. 

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Police on both coasts move in on campus protests.  Florida abortion ban takes effect. Growing complaints about scams targeting seniors. CBS News Correspondent Steve Kathan has today's World News Roundup.

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A dramatic overnight raid in New York City was just one sign that protests at American universities are set to continue—a clear historical echo in an already-fraught election year. We ask why a niche newspaper run by Japan’s communist party has so much influence (13:05). And a study of new books on loneliness reveals both the benefits and drawbacks of solitude (20:39).

Listen to what matters most, from global politics and business to science and technology—subscribe to Economist Podcasts+. For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account

Build on Bitcoin (BOB), Botanix, and Citrea plan to bring DeFi, perps, stablecoins, and much more to the Bitcoin ecosystem. Here’s how.

Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Overcast, Podcast Addict, Pocket Casts, Castbox, Google Podcasts, Amazon Music, or on your favorite podcast platform.

In this episode of Unchained, host Laura interviews Alexei Zamyatin, co-founder of Build on Bitcoin, Willem Schroé, founder of Botanix Labs, and Orkun Kılıç, co-founder of Chainway Labs. They discuss their respective projects, all of which are focused on developing Layer 2 solutions for Bitcoin. 

Zamyatin's Build on Bitcoin is a hybrid Layer 2 that connects to both Bitcoin and Ethereum, aiming to bring innovation back to the Bitcoin ecosystem. Schroé's Botanix Labs is developing a decentralized Layer 2 solution using the ‘Spiderchain,’ which uses a series of multi-signature wallets to secure the chain. Kılıç's Chainway Labs is building Citrea, a zk-Rollup on Bitcoin that aims to create a Bitcoin-backed economy. 

All three projects are in various stages of development and testing, with BOB’s mainnet launch expected shortly.

Show highlights:

• Introduction to Build on Bitcoin (BOB), Botanix, and Citrea: How they aim to innovate and expand Bitcoin's capabilities, including their architectural designs that integrate Ethereum users and work toward decentralization and trustlessness.
• Security Aspects and Integration Strategies: What the security risks associated with BOB, Botanix, and Citrea are, and strategies to enhance decentralization over time?
• How these layer 2s influence Bitcoin fees, and how Botanix's integration can leverage the Bitcoin ecosystem, with insights on the potential of Layer 3s and zk-rollups to transform Bitcoin's utility and fee dynamics.
• How these projects aim to attract Ethereum users and developers, and the reasons why this may be an attractive opportunity for them
• How Runes, Ordinals, and BRC-20s operate on Citrea, Botanix, and BOB
• How Bitcoin is always a derivative when it’s not in its layer 1 and the pros and cons of different bridging solutions
• The concept of forward secrecy and how it can help improve security in blockchains
• Why Willem believes that Layer 3s are possible and bullish for Bitcoin
• How ‘merged mining” resembles Ethereum’s restaking and why it’s positive for Bitcoin

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Thank you to our sponsors! Polkadot

Guests | 

Willem Schroé, founder of Botanix Labs 

Orkun Kılıç, cofounder of Chainway Labs 

Alexei Zamyatin, cofounder of Build on Bitcoin

Links | 

Recent coverage on Unchained of Bitcoin L2s:

Stacks’ Muneeb Ali On Why Bitcoin Is Exciting Once Again

Build on Bitcoin

• BOB learning documents
• Announcement of mainnet on May 1st.
• Unchained: Bitcoin DeFi App Sovryn to Deploy on Hybrid Layer 2 Network Build on Bitcoin
• Alexei’s tweet on BitVM/rollups 
• Alexei went on a retreat with the inventor of BitVM

Citrea

• Unchained: Here's What You Should Know About Citrea, Bitcoin's First ZK Rollup
• Whitepaper
• Orkun Mahir Kılıç’s interview on Unchained Premium
• Citrea learning documents
• Clementine -Citrea's BitVM Based Trust-Minimized Two-Way Peg Program

Botanix

• CoinDesk: Willem Schroé: Building Botanix, a Bitcoin Layer 2 That Brings the EVM to Bitcoin
• Botanix and the Future of Bitcoin
• Bitcoin Magazine: Spiderchains: A Proof Of Stake Second Layer For Bitcoin
• Willem Schroé’s interview on Unchained Premium

Learn More |

Unchained:

What Is the OP_CAT Bitcoin Improvement Proposal? 

What Are Opcodes in Bitcoin? A Beginner's Guide 

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Unchained Podcast is Produced by Laura Shin Media, LLC.  Distributed by CoinDesk. Senior Producer is Michele Musso and Executive Producer is Jared Schwartz. 

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.