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Videos

Jan. 16, 2021

Deep Dive: Quantstamp | The Golden Rubber Stamp Protecting your $$

▬ THIS WEEK'S EPISODE ▬▬ This week, I chat with Richard Ma, Founder of Quantstamp, a leading auditor of blockchain security in the crypto space. We unstack: ► Early trends observed from auditing various projects from DeFi to Layer 1s and NFTs ► Richard's thoughts on the various economic attacks…

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Jan. 8, 2021

Deep Dive: Aave | Celebrating Aaveversary and $2.7Bn+ TVL!

Season 2 of CUP kicks off with Stani Kulechov, founder of Aave, a decentralized, non-custodial money market protocol. We unstack: ► V2 features: stable/variable rate borrowing, enhanced flash loans, credit delegation ► Aave on other L1 and L2 chains ► Response to Fred Ehrsam's governance minimalism ► Creating new money…

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Jan. 1, 2021

Deep Dive: Maple Leaf Capital | Web 3, DeFi, and 2021 Predictions

▬ THIS WEEK'S EPISODE ▬▬ On the last episode of Season 1, Maple Leaf Capital joins us on the show to unstack: ► Emerging permissionless and permissioned valuenets ► Tools for a multi-chain world ► Smart contract insurance models ► Category-leading coins + 2021 predictions (and so much more!) ▬…

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Dec. 13, 2020

[Mini Dive] 10 Things You Need to Know About the STABLE Act

We explore the hotly debated #STABLE (Stablecoin Tethering and Bank Licensing Enforcement) Act! 10 things we discuss: 1. What is the STABLE Act? 2. What does the bill define as a stablecoin? 3. What does the current version of the bill propose? 4. What does Circle CEO Jeremy Allaire think…

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Dec. 12, 2020

[Mini Dive] Bitcoin Flipping the Pareto Principle of Power Distribution

We explore: - The Pareto Principle - Jack Ma's view of the "2-8" principle and focusing on the 80% - Wealth distribution of Bitcoin and how it can flip the top-down social power distribution ▬ LINKS ▬▬▬▬▬▬▬▬▬▬ ► https://fs.blog/2018/09/mental-model-winner-take-all/ ►https://hbr.org/2017/02/ai-is-going-to-change-the-8020-rule ► https://coinmetrics.substack.com/p/coin-metrics-state-of-the-network-2d3 ► https://www.coindesk.com/bitcoin-rally-2020-vs-2017 ► https://bytemaster.medium.com/decentralizing-in-spite-of-pareto-principle-eda86bb8228b ▬ FOLLOW AMBER GROUP…

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Dec. 12, 2020

[Mini Dive] Business-as-a-Game (BAAG)

Crypto Unstacked presents Free Form Fridays - short episodes dedicated to exploring topics tangential, but relevant to crypto. ▬ THIS WEEK'S EPISODE ▬▬ In Free Form Friday #1, we explore 3 emerging trends that Packy McCormick describes in his "Not Boring Newsletter" about "Securing the BAAG (Business-as-a-Game)" within the context…

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Nov. 20, 2020

Deep Dive: CoinFLEX | flexUSD - The world's first interest bearing stablecoin

Sudhu Arumugam, Chief Risk Officer at Polychain-backed CoinFLEX, joins us on the show to unstack: ► Introducing flexUSD - the world's first natively interest bearing stablecoin ► Disrupting the borrow/lend space and making it more efficient via orderbooks ► The magic of physical delivery enabling flexUSD holders to earn perp…

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Oct. 27, 2020

Deep Dive: Sharlyn Wu | The Price is Right! Or is It?

#Investor Insights Series If you enjoyed the episode, please hit the thumbs up button & subscribe! ▬ THIS WEEK'S EPISODE ▬▬▬▬▬▬▬▬▬▬ Crypto Unstacked's #Investor Insight Series Ep 6 features Sharlyn Wu, Chief Investment Officer at Huobi Global and Head of Huobi DeFi Labs. In this episode, Sharlyn and I unstack:…

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Oct. 16, 2020

Deep Dive: Dovey Wan | China, the Superpower Winning the Global CBDC Race?

#Investor Insights Series If you enjoyed the episode, please hit the thumbs up button & subscribe! ▬ THIS WEEK'S EPISODE ▬▬▬▬▬▬▬▬▬▬ Crypto Unstacked's #Investor Insight Series Ep 5 features Dovey Wan, Founding Partner at Primitive Ventures. In this episode, Dovey and I unstack: ► DeFi cults v communities ► YFI…

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Oct. 7, 2020

Deep Dive: ParaFi Capital | How Does an Interdisciplinary Investor Think?

#Investor Insights Series If you enjoyed the episode, please hit the thumbs up button & subscribe! ▬ THIS WEEK'S EPISODE ▬▬▬▬▬▬▬▬▬▬ Crypto Unstacked's #Investor Insight Series Ep 4 features Santiago Roel Santos, Partner at ParaFi Capital. In this episode, Santiago and I unstack: ► Values over fixed objectives ► The…

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Sept. 29, 2020

Deep Dive: Polychain Capital | Betting Early on Crypto Capital Coordination?

Tune in to our new #Investor Insight Series! Listen to the full podcast on: https://anchor.fm/cryptounstacked If you enjoyed the episode, please hit the thumbs up button & subscribe! ▬ THIS WEEK'S EPISODE ▬▬▬▬▬▬▬▬▬▬ Crypto Unstacked's #Investor Insight Series Ep 3 features Sherwin Dowlat @realSherwinD, Portfolio Manager at Polychain Capital. In…

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Sept. 25, 2020

Deep Dive: DeFiance Capital | Separating DeFi FUD from Fundamentals?

Tune in to our new #Investor Insight Series! Listen to the full podcast on: https://anchor.fm/cryptounstacked If you enjoyed the episode, please hit the thumbs up button & subscribe! ▬ THIS WEEK'S EPISODE ▬▬▬▬▬▬▬▬▬▬ Crypto Unstacked's #Investor Insight Series Ep 2 features Arthur Cheong @Arthur_0x, Partner at DeFiance Capital. In this…

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Sept. 18, 2020

Deep Dive: Pantera Capital | The Longest Running Crypto Fund

We're kicking off our #Investor Insight Series this week! Listen to the full podcast on: https://anchor.fm/cryptounstacked If you enjoyed the episode, please hit the thumbs up button & subscribe! ▬ THIS WEEK'S EPISODE ▬▬▬▬▬▬▬▬▬▬ Crypto Unstacked's #Investor Insight Series Ep 1 features Paul Veradittakit, Partner at Pantera Capital. In this…

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Aug. 31, 2020

Deep Dive: Camila Russo | Uncovering DeFi, the Killer Use Case of the Infinite Machine?‎

We're wrapping up the #DEFI DEFINED SERIES! Listen to the full podcast on: https://anchor.fm/cryptounstacked If you enjoyed the episode, please hit the thumbs up button & subscribe! ▬ THIS WEEK'S EPISODE ▬▬▬▬▬▬▬▬▬▬ Crypto Unstacked's #DeFi Defined Series Ep 9 features Camila Russo @CamiRusso. In this episode, Camila and I unstack:…

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Aug. 27, 2020

Deep Dive: Qiao Wang | Is DeFi Really a Zero-Sum Game?

*NEW #DEFI DEFINED SERIES* Listen to the full podcast on: https://anchor.fm/cryptounstacked If you enjoyed the episode, please hit the thumbs up button & subscribe! ▬ THIS WEEK'S EPISODE ▬▬▬▬▬▬▬▬▬▬ Crypto Unstacked's #DeFi Defined Series Ep 8 features Qiao Wang @QWQiao. In this episode, Qiao and I unstack: ► DeFi fundamentals…

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Aug. 24, 2020

Deep Dive: Ren & KeeperDAO | Cross-chain swaps and liquidations - Making Money Moves? 💰

Crypto Unstacked's #DeFi Defined Series Ep 7 features Taiyang Zhang @bftzhang, Founder of Ren Protocol and Co-Founder of KeeperDAO. In this episode, Taiyang and I unstack: ► Republic Protocol ► Pivot to Ren Protocol and current use cases ► Tokenizing assets on Ethereum ► KeeperDAO V1 and what to expect…

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Aug. 20, 2020

Deep Dive: Alpha5 | Building Infrastructure for Sustainable Liquidity Mining ?

Crypto Unstacked's #DeFi Defined Series Ep 6 features Vishal Shah @Chainshah, Founder of Alpha5, a crypto derivatives exchange. In this episode, Vishal and I unstack: ► Bitcoin and Ethereum options flow ► Funding on leveraged exchanges ► Futures swap/spread and liquidity mining ► Alpha 5's tokenized insurance fund & the…

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Aug. 17, 2020

Deep Dive: Volatility Pools: The Anatomy of a New DeFi Primitive?

In this bonus episode, Nicola and I continue to unstack: ► the world of on-chain options trading ► volatility as an asset class ► volatility pools - a potentially new DeFi primitive? ► anatomy of a volatility pool design ► uses cases for volatility pools + more! ▬ TIMESTAMP ▬▬▬▬▬▬▬▬▬▬…

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Aug. 16, 2020

Deep Dive: Lemniscap |From Uniswap to Mooniswap- Automated Market Makers in the New Age?

*NEW #DEFI DEFINED SERIES* Listen to the full podcast on: https://anchor.fm/cryptounstacked If you enjoyed the episode, please hit the thumbs up button & subscribe! ▬ THIS WEEK'S EPISODE ▬▬▬▬▬▬▬▬▬▬ Crypto Unstacked's #DeFi Defined series Ep 4 features Nicola Santoni @Realsantos1905 from Lemniscap, a HK-based investment firm focused on investing in…

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Aug. 10, 2020

Deep Dive: Volt Capital | Forming an Institutional Alliance in DeFi?

Crypto Unstacked's #DeFi Defined series Ep 3 features Imran Khan @lmrankhan from Volt Capital, an early stage crypto venture fund. In this episode, Imran and I unstack: ► Volt Capital’s investment thesis as a pre-seed equity fund ► Two of their portfolio companies: Dharma & Valiu ► DeFi capital, DeFi…

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Aug. 10, 2020

Deep Dive: Mechanism Cap | From Maker to Tendies: New Forms of Grand Economic Systems?

Crypto Unstacked is excited to kick off our new #DeFi Defined series with Andrew Kang from Mechanism Capital. In this episode, Andrew and I unstack: ►Evolution of liquidity mining from the OGs to newbies ►Impact of decentralized governance on next-generation tokenomics ►Protocols incentivizing user behavior ►DeFi funny money ►Asian v.…

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Aug. 4, 2020

Deep Dive: Spartan Capital | Madness? This is DeFi!

Crypto Unstacked is excited to kick off our new #DeFi Defined series with Jason Choi, Head of Research at Spartan Capital, a long/short crypto hedge fund based in Hong Kong. In this episode, Jason and I unstack: ► How DeFi fits into Spartan’s investment thesis and the fund’s due diligence…

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July 27, 2020

Deep Dive: Animoca | What's the Future of Blockchain Game Design?

We chat with James Ho, Senior Business Strategist at Animoca Brands, a leading public game publisher headquartered in Hong Kong. Animoca leverages gamification, blockchain, and AI to develop and publish a broad portfolio of gaming titles such as The Sandbox, F1 Delta Time, Garfield Games, Doremon Games etc. In this…

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July 19, 2020

Deep Dive: LedgerPrime | Prime Time for Crypto Derivatives?

We chat with Shiliang Tang, Co-Founder and Chief Investment Officer of LedgerPrime, a quantitative crypto hedge fund based in New York. In this episode, Shiliang and I cover LedgerPrime’s view on the regulated and unregulated crypto derivatives space, the future of the Bitcoin ETF, DeFi yield farming and broader DeFi…

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