CryptoCred and CryptoDonAlt talk to crypto's top traders, investors, and builders.
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TechnicalRoundup #15 - CMS Intern (Investment PM, CMS Holdings)
1:25:58
1:25:58
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1:25:58
DonAlt and Cred speak with CMS Intern. He is an Investment PM at CMS Holdings, a cryptocurrency hedge fund and investment firm. We discuss and define a long list of crypto terminology focused on three sectors: crypto VC, blockchain fundamentals, and blockchain use cases.
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DonAlt and Cred speak with Avi Felman. He is the Co-PM of BlockTower Capital, a cryptocurrency hedge fund. We discuss the market, macro conditions, evidence of trend reversal, altcoin rotations, and key themes for this year.
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TechnicalRoundup #13 - Jake Chervinsky (GC, Compound Labs)
1:15:06
1:15:06
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DonAlt and Cred speak with Jake Chervinsky. He is General Counsel at Compound Labs, a DeFi lending protocol. We discuss the recent U.S. infrastructure bill, derivatives regulations, whether DeFi governance tokens are securities, and stablecoin regulations.
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DonAlt and Cred speak with gmoney. He is a Managing Partner at Delphi INFINFT, an NFT-focused investment fund. We discuss the definition of non-fungibility, present and future NFT use cases, CryptoPunks, and resources for aspiring investors as well as enthusiasts.
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DonAlt and Cred speak with Paolo Ardoino, the CTO of Bitfinex + Tether. We discuss the whales trading on Bitfinex, crypto lending markets, Tether transparency, and Paolo's outlook for the market.
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TechnicalRoundup #10 - Matthew Graham (CEO, Sino Global Capital)
1:05:19
1:05:19
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1:05:19
Cred speaks with Matthew Graham. He is the CEO of Sino Global Capital, a Beijing-based cryptocurrency investment firm. We discuss three topics in great detail: the recent regulatory crackdown in China, crypto venture capital firms (including details about how Sino Global Capital operates), and the bull case for Solana.…
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TechnicalRoundup #9 - Ledger Status (Co-Founder, FlipMetrics)
1:28:35
1:28:35
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DonAlt and Cred speak with Ledger Status. He is the Co-Founder of FlipMetrics, a DeFi-centric on-chain data intelligence company. He is also the Cohost of Up Only. We discuss whether the bull market is over, Ethereum flippening and upcoming catalysts, DeFi decoupling, and 0n-chain trading.
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DonAlt and Cred speak with Max Boonen once again. He is the Founder of B2C2, one of the largest electronic market making firms in the cryptocurrency space. We discuss the crypto crash, inside vs outside spreads, how to effectively hedge Bitcoin exposure, and the role of discretion in quantitative trading.…
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DonAlt and Cred speak with Kyle Davies. He is the Co-Founder of Three Arrows Capital, a cryptocurrency hedge fund. We do a deep dive on Three Arrows Capital and discuss its structure, delegation, decision-making processes, trade execution, and current positioning. We also discuss Coinbase's direct listing and market cycles.…
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DonAlt and Cred speak with CL. He is a Founding Partner at eGirl Capital, a DeFi and NFT-centric investment fund. We discuss his career as a hedge fund trader, low time frame Bitcoin trading, transitioning to an investor via eGirl Capital, and the future of NFTs.
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DonAlt and Cred speak with Sam Bankman-Fried. He is the CEO of FTX, a cryptocurrency exchange. We discuss his overarching crypto goals, Alameda's decision-making processes, crypto market structure in 2021, liquidations, and more.
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DonAlt and Cred speak with Avi Felman. He is the Head of Trading at BlockTower Capital, a cryptocurrency trading and investment fund. We discuss key data points for trading Bitcoin, the effects of institutions entering the crypto markets, Bitcoin's macro trajectory, and Avi's top investment theses right now.…
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TechnicalRoundup #3 - Eric Wall (CIO, Arcane Assets)
1:17:21
1:17:21
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1:17:21
DonAlt and Cred speak with Eric Wall. He is the Chief Investment Officer at Arcane Assets, a cryptocurrency investment firm. We discuss the Bitcoin Stock-to-Flow model, valuing Bitcoin relative to Gold, existential threats to Bitcoin, and Ethereum competitors.
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TechnicalRoundup #2 - Larry Cermak (Director of Research, The Block)
1:00:54
1:00:54
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DonAlt and Cred speak with Larry Cermak. He is Director of Research at The Block, a cryptocurrency news and research firm. We discuss DeFi regulation, cryptocurrency exchange CEOs, NFTs, and the cryptocurrency media and research space more broadly.
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TechnicalRoundup #1 - Max Boonen (Founder, B2C2)
1:22:57
1:22:57
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1:22:57
DonAlt and Cred speak with Max Boonen. He is the Founder of B2C2, one of the largest electronic market making firms in the cryptocurrency space. We discuss algorithmic trading, market making, arbitrage trades in the Grayscale Bitcoin Trust, and yields in the cryptocurrency market.
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