All Episodes
December 18, 2020
Deep Dive: Kerman Kohli & ARC | Making $$ by Unlocking Value in Illiquid Assets
Unlocking liquidity of long-tail assets. Yield-bearing stablecoins. Gamifying network participation.
Crypto Unstacked Crypto Trading Social Tokens
November 20, 2020
Deep Dive: CoinFLEX | flexUSD - The world's first interest-bearing stablecoin?
First interest-bearing stablecoin. Borrow/lending. Crypto repo market.
Crypto Unstacked Crypto Trading
October 27, 2020
Deep Dive: Huobi DeFi Labs | The Price is Right! Or is It?
Information symmetry. AMM designs. DeFi logic holes.
Crypto Unstacked Crypto Trading
September 29, 2020
Deep Dive: Polychain Capital | Betting Early on Crypto Capital Coordination?
Market structure. Evolution of “capital coordination” in crypto. Successful bets.
Crypto Unstacked Crypto Trading Crypto Investing
September 25, 2020
Deep Dive: DeFiance Capital | Separating DeFi FUD from Fundamentals ?
Arthur Cheong, also known as Arthur_0x, is Founder and CIO of DeFiance Capital.
Crypto Unstacked Crypto Trading Crypto Investing
August 23, 2020
Deep Dive: Alpha5 | Building Infrastructure for Sustainable Liquidity Mining?
Funding on leveraged exchanges. Liquidity mining. Tokenized insurance fund.
Crypto Unstacked Crypto Trading
August 21, 2020
Deep Dive: Lemniscap | From Uniswap to Mooniswap - Automated Market Makers in the New Age? [Part 1]
Evolution of Automated Market Makers. On-chain options trading. DeFi token design.
Crypto Unstacked Crypto Trading
August 11, 2020
Deep Dive: Mechanism Capital | From Maker to Tendies: New Forms of Grand Economic Systems?
Incentivizing user behavior. Decentralized governance. Contrarian views.
Crypto Unstacked Crypto Trading Crypto Investing
May 27, 2020
Deep Dive: Bixin | Why is the 6600 BTC Fund Going All In ?
Mining economics. Decentralization. BTC fund.
Crypto Unstacked Mining Crypto Trading
May 05, 2020
Deep Dive: JST Capital | The Philosophy that Wins (Risk, Volatility, Crypto)
Risk and volatility. Global macro. Flawed financial models.
Crypto Unstacked Crypto Trading
May 01, 2020
Deep Dive: Amber Group | Why are Bespoke Crypto Options in Demand?
Crypto derivatives. Bespoke options. Asia v. the West.
Crypto Unstacked Crypto Trading
April 23, 2020
[Mini Dive] Crypto yield capture
Carry trade. Collateralized lending. Futures basis trade
Crypto Unstacked Crypto Trading
April 15, 2020
[Mini Dive] Markets Triple Threat
Crypto market volatility. Major US macro moves. Recent Dollar funding shortage
Crypto Unstacked Crypto Trading