Simon Forster and Duncan Trenholme (TP ICAP) on Crypto Market Structure (EP.421)

Matt and Nic are back with another week of news and deals. In this episode: We have a new Pope The etymology of ampersand The GENIUS act collapses spectacularly Coinbase consummates its acquisition of Deribit Did World Liberty Financial’s USD1 torpedo the GENIUS act? Did “pro crypto” democrats snake on the industry Scott Bessent thinks stablecoins could reach $2T The OCC says banks can provide crypto custody and execution Stripe is launching stablecoin financial accounts The SEC explores a sandbox for tokenized securities Tariff the L2s

Adam Healy, co-founder of Station 70 and Josh Schwartz, co-founder of Fordefi join the show. In this episode we discuss: The collaboration between Station 70 and Fordefi on failover MPC wallets. Announcement here. The state of the wallet category Best practices for blockchain cybersecurity The future of bank custody for digital assets Station 70’s Bunker product Station 70 and Fordefi are holding a joint webinar to showcase this product collaboration. You can register here. Learn more about Station 70 Learn more about Fordefi

Wyatt sits down with David Taylor of Etherfuse. In this episode:  MXN stablecoins and other currencies Shaping regulatory frameworks Who wins out: innovators vs financial incumbents

Wyatt sits down with Justin Garland and Hannah JoJo of Asymmetry Finance. In this episode, we cover:  The evolution of yield in DeFi Primitives users want Crypto risk assessment Learn more about Asymmetry

Matt and Nic are back with another week of news and deals. In this episode:  Will stablecoins disrupt credit cards? The US Treasury Advisory Committee drops a report on stablecoins Mastercard and Visa launch stablecoin integrations Movement labs has more scandals Are quantum timelines accelerating? The real risk of quantum to Bitcoin Could a quantum break fix Bitcoin’s security budget? Are any Bitcoin purists left? Circle turns down Ripple’s acquisition offer Machinsky is facing a 20-year sentence Arizona passes an SBR bill  Cambridge releases a new report on bitcoin mining Bitcoiners are fighting about OP_RETURN again  What is Bittensor  Content mentioned: US Treasury, Report on Digital Money Coindesk, Inside Movement’s Token-Dump Scandal: Secret Contracts, Shadow Advisers and Hidden Middlemen Cambridge Center for Alternative Finance, Cambridge Digital Mining Industry Report: Global Operations, Sentiment, and Energy Use  

Wyatt sits down with Kedian Sun, the founder of Level Money. In this episode:  Stablecoin usage in DeFi today Fiat-backed stablecoins vs other "stable" assets Ethereum vs other blockchains for stablecoins

Matt and Nic are back for another week of news and deals. In this episode:  Is Bitcoin decoupling? The Fed rescinds anti-crypto letters from 2022 and 2023 Upexi raises $100m PIPE to invest in Solana Cantor, Tether, Softbank and Bitfinex inject $3.6b into 21 Capital, a Bitcoin acquisition vehicle Bitcoin ETFs versus bitcoin acquisition companies Trump is hosting a dinner for $TRUMP holders Charles Schwab wants to launch crypto trading Citi thinks stablecoins could reach $3.7T in supply by 2030  

Matt and Nic are back with another week of news and deals. In this episode: We recap Nic’s article on why Signature collapsed Crypto exchange OKX announced their plans to expand to the US Kraken announced that US equities are now supported on the exchange MANTRA, a layer 1 network focused on RWAs, saw the price of its native token crash 90% in a matter of hours Global Payments agreed to acquire Worldpay, a payments processor, for $24 billion from FIS and private equity firm GTCR The US Department of Homeland Security has launched a probe into Anchorage, the digital asset custodian, related to the company's AML polices Jerome Powell reiterates his support for stablecoin legislation Strategy (and others) buy more Bitcoin Content mentioned in this episode: Galaxy Digital,  The State of Crypto Lending Nic Carter in Piratewires, Signature Didn’t Have to Die, Either

Wyatt sits down with Fred Hsu and Michael Ho of D3 to talk domain markets. In this episode:  The existing domain name industry and legacy systems An interoperable marketplace for domains New financial promitives around domains and RWAs More about D3

Yuval Rooz and Eric Saraniecki, co-founders of Digital Asset join the show. In this episode we discuss: The origins of Digital Asset and the path to starting the firm. Views on privacy in the context of public blockchains. How enterprises and financial institutions are approaching tokenizing assets and leveraging blockchain technology. Examples of how on-chain privacy enables use cases in collateral management and stablecoin payments.   The role of the Canton Network public blockchain for enabling institutional use cases. How Canton Network works from a design perspective. To learn more: Digital Asset Website Canton Network