A weekly podcast on Bitcoin, Ethereum, DeFi, Web 3.0, and The Future of Money by Ryan Allis and Mike Gavela. Includes analysis of the technological and macro trends for the smart and savvy crypto investor. Subscribe to our newsletter at coinstack.substack.com and also join our free Telegram group at www.t.me/thecoinstack.
Gemini & Genesis Reach $100M Agreement
Gemini & Genesis make nice, Creditor Committee established in Genesis bankruptcy, Binance suspends USD transfers, and big rounds from SALT ($64M), SpaceID ($10M), & Elementus ($10M)
2/10/2023 • 6 minutes, 41 seconds
Alameda Sues Voyager 👀
The battle between bankrupt firms Alameda and Voyager for $445M, BlockFi approved to sell its mining assets, Ripple expands money transfer product, and the top crypto news, deals, and reports
2/3/2023 • 6 minutes, 53 seconds
El Salvador Repays $800M Debt Despite Bitcoin Bet
Genesis Files for Bankruptcy, Gemini Threatens Lawsuit Against DCG, Nexo Settles With SEC for $45M, Major Rounds Return for Blockstream ($125M) and QuickNode ($60M), Pantera Launches 2023 Report
1/25/2023 • 7 minutes, 22 seconds
Annual Web3 Developer Report by Electric Capital
Electric Capital Releases Annual Developer Report, Gemini and Genesis Charged by SEC With Selling Unregistered Securities, 3AC Founders Seek to Raise Capital for a New Venture, FTX US Ex-CEO Speaks
1/19/2023 • 6 minutes, 11 seconds
Barry vs. Cameron: Round 2 🥊
Cameron Winklevoss accuses DCG & Genesis of fraud. Barry Silbert says not so fast. We also cover Messari's new report on Solana's overexaggerated death plus Easy Company's $14M raise from Lobby Capital.
1/12/2023 • 7 minutes, 36 seconds
SBF's Shocking Congressional Testimony Notes
FTX Founder Sam Bankman-Fried arrested, testimony he planned to give to Congress leaked, SEC announces charges, plus big raises for Nillion and Evertas, and the top stats and reports of the week.
12/15/2022 • 5 minutes, 41 seconds
Genesis Warns Potential Bankruptcy
Crypto Brokerage Genesis Warns of Bankruptcy Without Funding, Asks Binance and Apollo for Cash, Silence from DCG Spooks Investors, Four Page FTX Apology Post-Mortem from SBF
11/23/2022 • 6 minutes, 37 seconds
This Week in Crypto - Binance, FTX, Terra, Deribit
Binance invests $500M in Musk's Twitter takeover, Deribit Loses $28M, Terra Co-founder Do Kwon Faces $57M Class-Action Suit, and the top news, raises, and stats in the crypto ecosystem
11/3/2022 • 8 minutes, 48 seconds
Coin Center vs. US Treasury
Coin Center Sues US Treasury, FTX Under Investigation By Texas, Aptos Mainnet Launches, Copper Raises $196M -- and the other top news, stats, and reports from the week in crypto
10/20/2022 • 7 minutes, 19 seconds
This Week in Crypto: The New Frontier in Finance
Celisus' Customer Accounts Made Public, Maker Buys $500M in Treasuries, BNB Chain $127M Hack, Bored Apes Get Probed by SEC, Tatum & NXYZ Raise $40M+
10/14/2022 • 8 minutes, 16 seconds
This Week in Crypto 🎢
Uniswap Eyes $100M in New Funding, Celsius' Mashinsky Withdrew $10M Before Freezing Assets, Solana's 13th Outage of the Year, ENS Domains Reach New Record
10/6/2022 • 7 minutes, 51 seconds
🥳 Ethereum Successfully Merges
After seven years of development Ethereum successfully switches to PoS, Wintermute gets hacked for $160M, South Korea issues warrant for Do Kwon, Doodles & Messari Close Big Rounds
9/22/2022 • 9 minutes, 10 seconds
Ethereum Upgrade in 10 Hours 🎉
Ethereum, the #1 global financial internet settlement layer is getting a major upgrade to proof-of-stake which will be going live tonight around midnight ET. We also write about the top crypto news, stats, fundraises, and reports of the week, our webinar tomorrow for large ETH holders, and the world’s first ETH-denominated crypto fund of funds.
9/14/2022 • 9 minutes, 5 seconds
The Merge Has Begun
Ethereum's final hard fork before the Merge was activated Tuesday, marking the beginning of ETH's historical transition from proof-of-work (PoW) to proof-of-stake (PoS), on track to go live Sep 14.
9/7/2022 • 8 minutes, 12 seconds
The Crypto VC List - 2022
The Top 50 North American Crypto VC firms by fund size and investment activity -- plus the top news, stats, and reports of the week.
9/1/2022 • 11 minutes, 10 seconds
This Week in Crypto: (FTX Grows Revenues 1000%, Uniswap Bans Wallets Linked to Sanctions & Hacking, FDIC Sends 5 Cease and Desist Orders)
FTX took revenue from $90 million in 2020 to more than $1 billion last year as cryptocurrencies hit an all-time high. The Federal Deposit Insurance Corp. (FDIC) issued Cease and Desist Letters demanding Cryptonews.com, Cryptoytosec.info, SmartAsset.com, FTX.US and FDIC Crypto.com stop making misleading statements about FDIC deposit insurance and implement corrective measures. Terraform Labs co-founder Do Kwon has reportedly hired a lawyer from a domestic law firm in South Korea just days after claiming the South Korean authorities are yet to reach out to him or file any charges against him.
8/25/2022 • 17 minutes, 20 seconds
Peer - The Metaverse for Augmented Reality: A Digital Layer on Top of the World
Peer is an augmented reality and web3 technology company developing a gamified digital layer on top of the world -- a metaverse for the real world. In today's episode, we interview the founder of Peer, Tony Tran.
8/18/2022 • 26 minutes, 21 seconds
Tornado Cash Blacklisted 🌪️💸
US Treasury blacklists cryptocurrency mixer Tornado Cash raising key constitutional questions about privacy and speech, Blackrock partners with Coinbase, and Hodlnaut Suspends Withdrawals
8/11/2022 • 15 minutes, 14 seconds
The King of Bitcoin Steps Down While Ethereum Moons 🌕
his week we cover Michael Saylor stepping down, a new U.S. Senate bill to give CFTC authority over Bitcoin and Ether, and Ethereum’s 85% price increase the last six weeks. We also talk about Amphibian Capital crypto quant fund of funds model.
8/4/2022 • 26 minutes, 46 seconds
SEC vs. CFTC: An Epic Duel
This week we cover the SEC probe of Coinbase, CFTC’s stunning press release criticizing the SEC, Voyager’s rebuff of the FTX bailout, Aptos’ big $150M raise, the raid on a Terra co-founder’s house, and the top 25 crypto VCs by investment volume.
7/28/2022 • 22 minutes, 44 seconds
Is the Crypto Bottom In?
In this episode we’ll be covering the top news and stats for the week, giving an update on the ETH merge to PoS, sharing an update on the 3AC/Celsius fallout, and discussing whether the crypto bottom is in for 2022 or if it’s just a dead cat bounce (a trading term for a fake recovery).
7/21/2022 • 22 minutes, 27 seconds
The Great Shakeout
The impact of Three Arrow Capital’s bankruptcy on CeFi providers Blockchain.com, Voyager, Celsius, and Genesis, share an excerpt from Pantera on just how well DeFi lending protocols have performed during this crisis, and summarize the new Lummis-Gillbrand crypto bill.
7/15/2022 • 9 minutes, 29 seconds
This Week in Crypto: Updates on 3AC, Voyager, BlockFi, and Vauld
Crypto hedge fund Three Arrows Capital (3AC) filed for Chapter 15 bankruptcy in a federal bankruptcy court, Voyager Digital Ltd filed for Ch 11 bankruptcy, FTX has an option to acquire BlockFi for up to $240M.
FTX Bails Out BlockFi; Voyager Announces $661M Exposure
BlockFi secures $250 million FTX line of credit, Voyager announces $661M exposure to 3AC, Magic Eden raises $130M for Solana NFT Marketplace, and the other top news and stats of the week in crypto.
6/24/2022 • 7 minutes, 4 seconds
What a Week in Crypto - Celsius & 3AC
Celsius pauses withdrawals and major crypto fund Three Arrows Capital's (3AC) $400M liquidation -- and the other top news and stats in a very big week for crypto.
6/16/2022 • 15 minutes, 34 seconds
This Week in Crypto: (The ETH Testnet Merge, The Lummis Bill, SEC Probe of Binance’s BNB Token)
This week in crypto, Ropsten, Ethereum's oldest testnet, has successfully competed its transition to proof of stake, Senator Cynthia Lummis (Wyo.) has introduced a major new bill called the Responsible Financial Innovation Act, and US regulators are investigating whether Binance Holdings Ltd. broke securities rules.
6/9/2022 • 14 minutes, 42 seconds
Peer - The Web3 Social Network
Peer is building a decentralized social network that is designed to be the Web 3.0 version of Facebook, plus much more.
6/6/2022 • 27 minutes, 45 seconds
The Week in Crypto - Celo & ReFi
Welcome back to Coinstack, your favorite weekly podcast for institutional crypto investors, where we review the top news and reports in the digital asset ecosystem. This week we do a deep dive on Celo and their venture into Refi.
5/23/2022 • 10 minutes, 34 seconds
This Week in Crypto - UST Depegging
This week we saw the UST stablecoin depeg, the LUNA token collapse, and the Terra blockchain get halted. It was a week for the history books in the land of programmable money.
5/16/2022 • 14 minutes, 33 seconds
This Week in Crypto: (BAYC Clogs Ethereum, Goldman Sachs Bitcoin Loan, SEC Doubles Task Force)
This week in crypto, Yuga Labs held the public debut for its “Otherside” metaverse project, generating roughly $285 million for the company while also creating some of the highest gas fees in the history of the Ethereum network, Goldman Sachs (GS) has offered its first bitcoin-backed loan in the latest sign that Wall Street is moving further into crypto, SEC nearly doubles the size of enforcement's crypto asset and cyber unit.
5/6/2022 • 5 minutes, 24 seconds
This Week in Crypto- (Bitcoin in 401(k)s, Stripe Using Crypto Payment Rails, BAYC Instagram Hack)
This week in crypto, Fidelity to allow retirement savers to put Bitcoin in 401(k) accounts, Stripe will use USDC and Polygon, with Twitter as its first partner, The Instagram account belonging to NFT project Bored Ape Yacht Club (BAYC) was compromised Monday, paving the way for the theft of more than a dozen individuals’ digital valuables.
4/28/2022 • 13 minutes, 57 seconds
This Week in Crypto- (ETH Merge Pushed, North Korea Hacking Group Linked to Ronin Exploit, $182M Beanstack Hack)
This week in crypto, the Ethereum 2.0 upgrade that will see the network switch to proof of stake will come 'in a few months after June, the US government connected the North Korean hacking unit Lazarus Group and last month's exploit of the Axie Infinity's Ronin sidechain, Beanstalk Farms, an Ethereum-based stablecoin protocol, was exploited for $182 million Sunday.
4/21/2022 • 10 minutes, 20 seconds
This Week in Crypto - (Janet Yellen Shares Encouraging Crypto, EU Bans Crypto Services to Russia, Luna Foundation Guard Added $173M More in BTC)
This week in crypto, Janet Yellen shared an updated and balanced tone on the crypto ecosystem, EU member states agreed to ban the provision of high-value crypto-asset services to Russia, the LFG seeks to build a $10 billion reserve in bitcoin for backing the UST.
4/14/2022 • 13 minutes, 53 seconds
This Week in Crypto - (U.K. Embraces Stablecoins, Gensler Calls for More Oversight, CME Group Considering Solana and Cardano)
This week in crypto, the U.K. embraces stablecoins and positions itself as a leader in digital assets, SEC chair Gensler calls for more oversight on stablecoins and crypto firms’ custody, market-making arms, CME Group considers futures on Solana and Cardano after launching futures contracts tied to bitcoin and ether in recent years.
4/7/2022 • 13 minutes, 52 seconds
This Week in Crypto: (Terra Buying $3B in BTC, Axie Hack, US Treasury Foreign Accounts Reporting)
This week in crypto, Do Kwon of Terra has announced a purchase of $3B of Bitcoin as further backing for its UST stablecoin, 173,600 ETH (worth roughly $590 million) and 25.5 million worth of the stablecoin USDC were lost in the Axie hack, The Treasury's new proposal suggests that offshore crypto accounts with more than $50,000 should be reported to the IRS.
3/31/2022 • 13 minutes, 43 seconds
This Week in Crypto: (Goldman Sachs Makes ‘Milestone’ Crypto Trade, Japanese Exchange Coincheck to List on Nasdaq, HSBC to Become the First Global Financial Services Provider to Enter the Sandbox)
This week in crypto, Goldman Sachs' first over-the-counter (OTC) crypto transaction could spur other Wall Street heavyweights to follow suit, Coincheck announced its intention to list on the Nasdaq stock exchange through a SPAC with Thunder Bridge Capital, HSBC's partnership with The Sandbox will see HSBC take sports engagement to a new level in gaming metaverse.
3/24/2022 • 12 minutes, 21 seconds
This Week in Crypto: (Europe Passes Crypto Bill, Yuga Labs Buys CryptoPunks, UK Regulators Build a Digital Assets Department)
This week in crypto, The EU's Markets in Crypto Assets regulation, or MiCA, has advanced in the European Parliament, Yuga Labs, the company responsible for the Bored Ape Yacht Club NFT collection, has acquired CryptoPunks, and the UK's financial regulatory body, is seeking to build a digital assets department.
3/17/2022 • 11 minutes, 30 seconds
This Week in Crypto: (Yellen Applauds White House’s ‘Historic’ Crypto Executive Order, Thailand Reportedly Exempts 7% Crypto Tax, The Philippines to Launch Pilot CBDC)
A Biden administration cryptocurrency executive order strikes the right balance between encouraging responsible innovation and addressing potential risks. Thailand's revised tax policy exempts crypto traders from the mandatory 7% VAT on authorized exchanges. SP Governor Benjamin Diokno of the Philippines says that the goal of the project is to enhance “payment system’s safety, resiliency, and efficiency.”
3/11/2022 • 10 minutes, 58 seconds
This Week in Crypto: (Polkadot Donates $5.8M, Cambridge University Delves Into Crypto, Uniswap Facilitates Ukraine Donations)
This week in crypto, Polkadot founder Gavin Wood has followed through on his promise to donate $5 million to Ukraine, Cambridge University has announced a collaboration with several key financial institutions to conduct crypto research, Uniswap built an interface that allows users to swap ‘any token’ for Ethereum and send it to the Ukrainian government.
3/3/2022 • 11 minutes, 34 seconds
This Week in Crypto: (Federal Reserve Officials Banned From Owning Cryptocurrencies, El Salvador To Offer Citizenship, Crypto Exchange-Traded Products All the Rage in Europe)
This week in crypto, federal reserve officials banned from owning cryptocurrencies, the move, which follows controversy over personal trades from members, is said by the Fed to guard against “even the appearance of any conflict of interest”. El Salvador to offer citizenship for foreign investors, the 52 proposed legal reforms call for less bureaucracy, less red tape and creating tax incentives. With the prospects of a physical bitcoin ETF at a standstill in the US, an already-crowded market for cryptocurrency exchange-traded products (ETPs) in Europe is heating up with a series of new listings.
2/24/2022 • 14 minutes, 6 seconds
This Week in Crypto: (BlockFi Pays $100M Fine, BlackRock Enters Crypto, Russia Wants to Legalize Bitcoin)
This week in crypto BlockFi agrees to pay the SEC $100M in penalties and fines, BlackRock planning to offer crypto trading through the firm’s Aladdin investment platform, and the Russian ministry submits a proposal aiming to recognize crypto mining as a commercial activity.
2/18/2022 • 16 minutes, 24 seconds
This Week in Crypto: (Jump Trading Backstops Wormhole’s $320M Exploit, US Government Seizes $3.6 Billion in Bitcoin, EU Weighs Potential Metaverse Regulation)
This week in crypto we go over Wormhole’s parent company backstopping their $320M exploit, the US Department of Justice seizing $3.6 billion worth of Bitcoin tied to the 2016 hack crypto exchange Bitfinex, and EU weighing potential metaverse regulations.
2/10/2022 • 17 minutes, 19 seconds
This Week in Crypto: (SEC Rejects Spot ETF, OpenSea Reimburses Users $1.8M, Brazil Launches DeFi ETF)
This week in crypto we go over SEC rejecting Fidelity's proposed Spot BTC ETF, OpenSea reimbursing users following a bug that sold NFTs at unbelievable low prices, and the world's first DeFi ETF will launch in Brazil next month.
2/3/2022 • 18 minutes, 40 seconds
This Week in Crypto: (Ethereum Foundation Kills ‘ETH 2.0’, IMF Urges El Salvador To Discontinue BTC, Chase Closes Uniswap Founder’s Bank Accounts)
This week in crypto we go over the Ethereum Foundation announcing that the term "Ethereum 2.0" is being retired in favor of "consensus layer.", The IMF urging El Salvador to discontinue using BTC as legal tender, and JPMorgan Chase has closing the bank accounts of Hayden Adams, the founder of the largest decentralized exchange protocol Uniswap.
1/27/2022 • 18 minutes, 24 seconds
This Week in Crypto: (BitMEX Set to Acquire a 268-Year-Old German Bank, Coinbase Partners With Mastercard, Brazilian Asset Manager To Launch DeFi ETF)
In this week's episode, we cover BitMex Group announcing their plan to acquire a 268-Year-Old German bank, Coinbase partnering with Mastcard for NFT Marketplace purchases, as well as Brazilian asset manager Hashdex to launch a DeFi ETF that will include Uniswap, Aave, and Compound.
1/20/2022 • 20 minutes, 53 seconds
This Week in Crypto: (Former SEC Chairman: Digital Assets Will Change Global Financial Infrastructure, PayPal Exploring Stablecoins, China’s Digital Yuan Wallet Goes Live)
This week we cover Jay Claton (Former SEC Chairman) saying cryptocurrencies’ ability to eliminate friction in the global system would be hard to resist, PayPal exploring creating their own Stablecoin, and a pilot version of e-CNY goes live!
1/13/2022 • 15 minutes, 32 seconds
2022 Predictions for Crypto
It’s a brand new year in the world of digital assets. Here are the top crypto predictions for 2022!
1/6/2022 • 10 minutes, 15 seconds
This Week in Crypto: (Thailand Reschedules CBDC Pilot, ProShares Files for Metaverse ETF, Mexico Confirms CBDC for 2024)
This week we review the top stories with Thailand rescheduling the trial date for its national digital currency, Proshares files for Metaverse ETF, and Mexico confirms to roll out CBDCs in 2024.)
1/6/2022 • 14 minutes, 21 seconds
Crypto: 2021 in Review Part 2
Part 2 of our annual crypto review: NFTs, crypto hedge funds, fundamentals, China's mistake, U.S. crypto policy -- plus the top news.
1/4/2022 • 19 minutes, 32 seconds
This Week in Crypto: (SEC Postpones Decisions on Bitcoin ETFs, Uniswap Deploys on Polygon, Rari Capital and Fei M&A)
This week we review the top stories of the week with the SEC postponing decisions on Bitwise and Grayscale ETFs until Feb; Uniswap v3 contracts deploy on Polygon, Rari Capital, and Fei Protocol token holders approve multibillion-dollar DeFi merger and more!
12/22/2021 • 18 minutes, 32 seconds
Crypto: 2021 in Review
A review of the top crypto stories of 2021 including DeFi, institutional investment, L2 scaling, and top L1 blockchains Bitcoin, Ethereum, Solana, Terra, Avalanche, and Fantom.
12/16/2021 • 17 minutes, 11 seconds
This Week in Crypto: (Grayscale Launches Solana Product, CZ Hints France for Global Headquarters, Ethereum Payments come to Twitter)
This week we review the top stories of the week with Vitalik suggests a new short-term solution to curb soaring gas prices. Starknet launching on Mainnet, and Peter Thiel-backed institutional exchange, "Bullish" going live.
12/2/2021 • 23 minutes, 14 seconds
Crypto for Financial Advisors
In this deep dive, we share what every financial advisor should know about digital asset investing going into 2022.
11/26/2021 • 18 minutes, 7 seconds
This Week in Crypto: (Bitcoin City, Binance L2 Integration, $4B Crypto Seized by the IRS)
This week we talk about El Savaldor's Bitcoin City as well as Binance integrating Arbitrum into their exchange and the IRS seizing $4B worth of crypto this year.
11/26/2021 • 25 minutes, 9 seconds
This Week in Crypto- (Biden Signs Infrastructure Bill, Barbados To Establish a Virtual Embassy, VanEck’s ETF Rejected)
This week, we talk about President Biden signing the infrastructure bill and the US senators seeking to repeal the crypto aspects of the bill. We also summarize and highlight the most important crypto news, stats, and reports.
11/18/2021 • 22 minutes, 58 seconds
Celo Deep Dive: The 4th Fastest Growing DeFi Blockchain
A deep dive into Celo, the fast growing DeFi blockchain on a mission to provide financial services to the world. Now growing faster than all major L1s other than Avalanche, Fantom, and Solana.
11/18/2021 • 18 minutes, 43 seconds
Fantom Deep Dive: The Supercharged Ethereum
This week we take a deep dive into Fantom, the fastest growing blockchain in DeFi over the last two months showing a 350% increase in Market Cap and 578% growth in TVL.
11/11/2021 • 21 minutes, 50 seconds
Latest Market Forecast: A Cycle Top in Q1 2022? & This Week in Crypto
This week Coinstack's founder Ryan Allis shares his Latest Crypto Market Forecast and we summarize the most important crypto news, stats, and reports from the last week.
11/11/2021 • 25 minutes, 15 seconds
Crypto Hedge Funds - An Ecosystem Map
In this deep dive, we take a look at the existing players in the Crypto ecosystem. What their roles are, and how to invest with the right firm as well as the appropriate time to invest depending on where we are in the crypto market cycle.
11/4/2021 • 21 minutes, 16 seconds
This Week in Crypto- (ETH CME Futures Announcement, FATF Guidance Report, Facebook, "Meta" Rebranding)
This week, we talk about ETH's on-chain activity milestones as well as the major government reports that were released. We also summarize and highlight the most important crypto news, stats, and reports.
11/4/2021 • 30 minutes, 47 seconds
Nexus Mutual DeFi Insurance Deep Dive
In this deep dive, we take a look at Nexus Mutual’s founder, the protocol, and its tokenomics to see if the fundamentals of the product align with its valuation and growth potential.
10/28/2021 • 22 minutes, 45 seconds
This Week in Crypto- (SEC Stablecoin Regulation, Mastercard Offering Crypto Services, Houston Pension Buys Crypto)
This week, we talk about the incoming regulation here in the US as well as some on-chain metrics we see that lead to a strong Q4. We also summarize and highlight the most important crypto news, stats, and reports.
10/28/2021 • 25 minutes, 49 seconds
BTC ETF Deep Dive
In this episode, we deep dive into what makes the BTC ETF so unique and what that means for the cryptomarket in Q4.
10/21/2021 • 18 minutes, 40 seconds
This Week in Crypto- (BTC New ATHs, ETH Difficulty Bomb Delayed, Tether $42.5M Fines)
🎧 New Podcast Episode: This Week in Crypto- (BTC New ATHs, ETH Difficulty)
This week, we talk about Bitcoin which has surpassed $66k for the first time ever. We also summarize and highlight the most important crypto news, stats, and reports.
10/21/2021 • 24 minutes, 39 seconds
This Week in Crypto- (Binance Dedicates Another $1B to BSC, Texas Democratic Party Leverages NFTs, and ETH Devs Delay Difficulty Bomb)
This week, we talk about the Terra blockchain, the fourth largest DeFi blockchain and highlight the most important crypto news and stats of the week. We also highlight the top reports from Arcane Research, a16z and Pantera Capital!
10/14/2021 • 22 minutes, 15 seconds
Terra Deep Dive
In this episode, we deep dive into what makes Terra so unique by looking into its founders, tokenomics, and the DeFi applications we recommend worth looking at on the protocol.
10/14/2021 • 20 minutes, 34 seconds
Avalanche Deep Dive
In this episode, we deep dive into what makes Avalanche so unique by looking into its core elements, subnet capabilities, and the DeFi applications we recommend worth looking at on the protocol.
10/7/2021 • 27 minutes, 46 seconds
This Week in Crypto- (SEC Won't Ban Crypto, Grayscale Adds Solana, Coinbase Gets Hacked)
This week we talk about the rapid rise of Avalanche into the fastest-growing major blockchain in DeFi. We also highlight the most important news and highlights from the top reports in our industry, as Bitcoin passes $54k and ETH passes $3600.
10/7/2021 • 21 minutes, 38 seconds
DeFi & The Future of Finance - The Winning Blockchains & Dapps - With Ryan Allis
In this podcast explain we why Decentralized Finance, or DeFi, is making the old financial system more efficient and secure through code -- while reducing costs and expanding access. We also talk about Ethereum, Binance Smart Chain, Solana, Terra, Polygon, Avalanche, Fantom, Waves, Huobi Eco Chain, Celo, Arbitrum, and Bitcoin.
DeFi uses blockchains, smart contracts, price oracles, AMMs, and open source code to allocate and store capital more efficiently and securely than traditional markets. Instead of needing to trust a large institution, decentralized blockchains, validated by thousands of distributed node operators, offer better security and speed than the legacy system, with much of its legal structuring dating back to the 1930s and 1940s and much of its code written in the 1970s and 1980s.
Legacy markets are centralized, opaque, and are open less than 35 hours per week. Blockchain-based markets are available continuously, trade 24/7/365, are transparent and interoperable, and their contracts are smart -- built with code instead of words. Filing cabinets and terabytes of Docusign repositories are being replaced by Github, the world’s open-source code repository.
Even governments are getting on board with China, Europe, the USA, the UK, Nigeria, and many others actively launching blockchain-based Central Bank Digital Currencies (CBDC). Welcome to the era of programmable money.
Read more at:
https://coinstack.substack.com/p/defi-and-the-future-of-finance-part-7eb
9/30/2021 • 17 minutes, 15 seconds
This Week in Crypto- (Bitfinex's $23.7M ETH Fee, Cardano's $100M INvestment in DeFi, Arca Labs Tokenized US Treasury Fund)
The top crypto news, reports, stats of the week and give our latest crypto forecast. A macro, mid-macro, and short term forecast for the crypto market as well as a deep dive on a few reports by The Bank for International Settlements (BIS) and a new report by Chainalysis showing Europe becoming the largest crypto economy with over $1T In transactions in DeFi.
9/30/2021 • 12 minutes, 44 seconds
This Week in Crypto- (Gensler Responds to Coinbase Allegations, UAE Regulators Approve Crypto Trading in Dubai, BlockFi Answers NJ Cease-and-Desist)
The top crypto news, reports, stats of the week and give our latest crypto forecast. The selloff in equities from China’s Evergrande crisis took the crypto market down with it temporarily, testing floor prices for BTC ($40k) and ETH ($3k), which have since rebounded. Once September options contracts expire on Friday, we are expecting a nice rebound into October. Based on on-chain analytics, TVL trends in DeFi, and the amount of capital coming into the space from institutional investors, crypto markets appear headed toward new all-time highs. We expect to see new all-time highs this Fall for both Bitcoin and Ethereum. While things could always change, we expect to see $80k+ BTC and $6k+ ETH by the end of 2021.
9/24/2021 • 19 minutes, 4 seconds
Solana Deep Dive
In this episode, we take an in-depth look at the recent blackout, tech, team, and values of the Solana protocol and its Dapp ecosystem.
9/16/2021 • 24 minutes, 3 seconds
This Week in Crypto- (Crypto Flash Crash Wipes Out $400B, BTC Becomes Legal Tender, and SEC Drama Continues)
The top crypto news, reports, and stats of the week. We also cover our latest crypto forecast with the next 100 days to be exceptionally active. Based on on-chain analytics and the amount of capital coming into the space from institutional investors, crypto markets appear headed toward a double market peak as we first predicted July 5. We expect to see new all-time highs in October or November for both Bitcoin and Ethereum. While things could always change, we expect to see $80k+ BTC and $6k+ ETH by the end of 2021.
9/9/2021 • 23 minutes, 43 seconds
Joining a Crypto Quant Fund 📈- Our Strategies & The Story
Coinstack founder Ryan Allis talks about his experience becoming a Managing Partner of HeartRithm, an algorithmic crypto quant fund with Assets Under Management in the top 10% of crypto funds. For three years now, their crypto strategies have generated exceptional returns without a single down month by using a combination of algorithmic trading, margin lending, DeFi yield farming, and market-neutral hedged liquidity pools.
On the team they have a Cognitive Science Ph.D, world class engineers from Google, Airbnb, and Citadel, and an operations team from top venture funds. HeartRithm is on track to put 50% of their performance fees into social impact projects -- as part of building a crypto quant fund that does good in the world -- and brings millions of dollars per year into social impact grants. They are building a brilliant regenerative engine for social transformation that turns code into money -- and money into good -- while generating exceptional returns.
HeartRithm is Hiring Smart Contract Developers, Data Scientists, and a COO/CFO with Hedge Fund Experience
The HeartRithm team is actively hiring python engineers, data scientists, smart contract developers as well as a COO/CFO with hedge fund experience. HeartRithm is a remote-first team, with team members in the USA and Europe and a hub in Boulder, Colorado -- and frequent team retreats. If you are interested in joining a heart-centered and top performing crypto quant fund, send an email with your CV to me at [email protected].
Want to Learn More About HeartRithm?
If you are interested in learning more about HeartRithm just email [email protected] or reach out to Ryan Allis on Telegram.
9/7/2021 • 16 minutes, 43 seconds
This Week in Crypto- (SEC Signs 1-Year Deal With Blockchain Surveillance Firm, Cuba To Formally Recognize and Regulate Crypto , and much more.)
Coinstack's This Week in Crypto:
🗞️ Top Weekly News 💵 Weekly Fundraises 📊 Key Stats 📝 Report Highlights 📈 Top 10 Performers 🎧 Best Podcasts
In this week's episode, we review the top crypto news, reports, and stats of the week. SEC Signing a 1-Year Deal With Blockchain Surveillance Firm. Biden's Administration Pushes for 'Last-Minute' Crypto Additions in Infra Bill. US Federal Reserve To Keep Quantitative Easing Loose. MetaMask Hit 10M Monthly users in July and so much more.
Learn more by listening and reading our full weekly newsletter at https://coinstack.substack.com/p/joining-a-crypto-quant-fund
Join our Telegram group at t.me/thecoinstack. Thanks for sharing the Coinstack podcast and community with your friends!
9/3/2021 • 19 minutes, 26 seconds
This Week in Crypto - (Coinbase invests $500M in crypto, Visa buys its first CryptoPunk, and much more.)
Coinstack's This Week in Crypto:
🗞️ Top Weekly News 💵 Weekly Fundraises 📊 Key Stats 📝 Report Highlights 📈 Top 10 Performers 🎧 Best Podcasts
The top crypto news, reports, and stats of the week. We also cover our latest Bitcoin forecast. We are now in the last 4-6 months of the bull market. Based on on-chain analytics and the amount of capital coming into the space from institutional investors, crypto markets are headed toward a double market peak as we first predicted July 5. We expect to see new all-time high during Fall 2021 for both Bitcoin and Ethereum. While things could change, we expect to see $80k+ BTC and $6k+ ETH by the end of 2021, driving major increases in most other L1 and DeFi valuations.
Learn more by listening and reading our full weekly newsletter at https://coinstack.substack.com/
Join our Telegram group at t.me/thecoinstack. Thanks for sharing the Coinstack podcast and community with your friends!
8/26/2021 • 17 minutes, 19 seconds
On-Chain Analysis - How It Works & Bitcoin & Ethereum Price Forecast With Mike Gavela
In this episode we interview Mike Gavela, an on-chain analyst who focuses on Bitcoin and Ethereum. We explain what on-chain analysis is, how on-chain analysis works, how to predict short and medium-term price movements using on-chain analysis, and the best tools in the space like Glassnode, TokenTerminal, and Dune Analytics. We also discuss our market forecast for where the price of Bitcoin and Ethereum will reach in the current cycle. Mike is confident we will pass $100k BTC and $5k ETH in this cycle based on the on-chain data, market cycle lengthening, and the amount of capital coming into the space. Mike also introduces us to three of his favorite metrics Realized Price, NUPL and SOPR. In addition to Bitcoin and Ethereum we also discuss Solana and Polkadot.
Read our weekly newsletter at coinstack.substack.com and join our telegram group at t.me/thecoinstack.
8/20/2021 • 26 minutes, 16 seconds
This Week in Crypto (BTC & ETH Forecast, Top News, Fundraises, Stats, & Reports)
Coinstack's This Week in Crypto:
🗞️ Top Weekly News
💵 Weekly Fundraises
📊 Key Stats
📝 Report Highlights
📈 Top 10 Performers
🎧 Best Podcasts
The top crypto news, reports, and stats of the week. We also introduce Coinstack analyst Mike Gavela on the show for the first time.
We also cover our latest Bitcoin forecast. Based on on-chain analytics and the amount of capital coming into the space from institutional investors, crypto markets appear headed toward a double market peak as we first predicted July 5. We expect to see new all-time high during Fall 2021 for both Bitcoin and Ethereum. While things could always change, we expect to see $80k+ BTC and $6k+ ETH by the end of 2021. The bulls are definitely back -- with ETH up 50%+ from it's early July lows. In this episode we talk about Bitcoin, Ethereum, Solana, and more.
Learn more by listening and reading our full weekly newsletter at https://coinstack.substack.com/p/this-week-in-crypto-478
Join our Telegram group at t.me/thecoinstack. Thanks for sharing the Coinstack podcast and community with your friends!
8/19/2021 • 36 minutes, 36 seconds
This Week in Crypto (Axie, Binance, CryptoPunks, Regulation, EIP-1559 Goes Live)
The bulls seems to be back with Ether (ETH) up 19% in the last week as we prepare for the big launch of EIP-1559 on Thursday morning.
In this week's episode we talk about Binance's new lower withdrawal limits, the resurgence of Crypto Punks sales including a $5.4 million sale this week, new proposed U.S. regulations from SEC Chair Gary Gensler, all of the big crypto fundraises, and the top performers like Axie which is up 446% in the last month.
We also cover our latest Bitcoin forecast. We remain in the Summer Doldrums in between an expected double market peak. We expect another month of sideways to slightly up consolidation in the Bitcoin price within the $30k to $42k band until a breakout sometime in September. We expect to see new all-time highs by Fall 2021, reaching $80k+ BTC by End of 2021.
Learn more by listening and reading our full weekly newsletter at https://coinstack.substack.com/p/this-week-in-crypto-axie-binance.
Coinstack's This Week in Crypto:
🗞️ Weekly News
💵 Weekly Fundraises
📈 Top 10 Performers
🎧 Best Podcasts This Week
📊 Stats of the Week
📝 Report Highlights
Join our Telegram group at t.me/thecoinstack. Thanks for sharing the Coinstack podcast and community with your friends.
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8/5/2021 • 25 minutes, 32 seconds
Ethereum: The World's Most Used Blockchain
Ethereum:
1. Settles more daily value than Bitcoin ($22B vs. $6B)
2. Has much higher daily revenues than Bitcoin ($7M vs. $500k)
3. Has way more apps with $1B in TVL than Bitcoin (13 vs. 0)
And now with the launch of EIP-1559 it will begin to reduce its supply by using its transaction fees to burn Ether.
In early 2022 it will move to a Proof of Stake (PoS) network and will begin to have a deflationary supply -- meaning that its supply will be going down every year -- while Bitcoin's supply will continue to go up until 2140.
In this podcast we update you on what's happening with Ethereum and its native currency Ether (ETH).
Ready more at coinstack.substack.com
7/30/2021 • 17 minutes, 11 seconds
Are the Bitcoin & Ethereum Bulls Coming Back?
it looks like the bulls are returning as Bitcoin has had its first daily close above its 200 day MA and grew in price from $29k to $39k (+33% in the last seven days)... but will it be a temporary bump or the start of a sustained rally toward the expected Fall 2021 Double Peak?
In this episode we share the weekly crypto news, talk about BTC nearing $40k and Ether passing $2400, share the top fundraises of the week, and talk about family offices and institutions getting more exposure into digital assets.
It’s exciting times in the world of Ethereum with the network’s much anticipated EIP-1559 set to go live next week on August 4, 2021.
We also mention Fireblocks, Genesis Digital, Eco, Amazon hiring for a blockchain role, the Bitcoin Short Squeeze, Binance and FTX leverage reductions, BlockFi's future IPO plans, Nigeria's CBDC plans, and The Delphi Podcast with Santiago Santos from Parafi Capital.
Read this week's newsletter here: https://coinstack.substack.com/p/are-the-crypto-bulls-back
7/30/2021 • 15 minutes, 56 seconds
The Future of Money: Stablecoins & Central Bank Digital Currencies
This episode of Coinstack reviews the private stablecoin market for both centralized stablecoins like USDT and USDC as well as decentralized stablecoins like Dai and UST -- and the potential for China, the USA, and Europe to develop Central Bank Digital Currencies (CBDCs).
We talk about the regulatory environment, the Presidential Working Group on Financial Markets and their meeting earlier this week on Stablecoins -- and how a public-private partnership is being formed that has the chance to put the USA ahead of China on the path to a digital dollar.
We also talk about stablecoin reserves. Did you know that USDC has 73% of its reserves held in cash, cash equivalents and U.S. Treasuries, while USDT has just 26%? This safer reserve practice, has in part, led to Circle's USDC rise in the stablecoin market the last year -- going from 10% to 20% market share. USDT (Tether) remains the leader with 60% market share, but how long will that last?
Learn what you need to know about digital currency and the future of money -- as together we build a global financial system that works for everyone this decade.
7/24/2021 • 22 minutes, 35 seconds
This Week in Crypto (SpaceX, Stablecoins, CBDCs, Digital Euro, EIP-1559, Uniswap, Inflation, FTX, Revolut, OpenSea)
Each week at Coinstack we spend 20-25 hours listening to ALL the crypto podcasts, reading all the newsletters, and reading all the reports...
And then we summarize it for you in a weekly 15 minute podcast and 15 page newsletter at Coinstack.Substack.com.
So now you can get all the key crypto insights in one information dense podcast and newsletter.
Listen now to get the crypto download to stay up-to-date on the space as we build the future of global finance and the future of money.
This week we talk about:
Elon Musk, SpaceX, Stablecoins, USDC, USDT, CBDCs, Digital Euro, the EIP-1559 launch, Proof of Stake, Uniswap, Inflation, FTX, Revolut, OpenSea, Messari's Q2 2021 DeFi Report, crypto venture capital, and the Securities Clarity Act (SCA).
7/23/2021 • 14 minutes, 24 seconds
The Decade of DeFi: What You Need to Know (Uniswap, Maker, Aave, Compound, and Sushi & Institutional DeFi)
Are you invested into DeFi yet? Well, you should be.
In this week's episode we talk about how the 2020s is the decade of Decentralized Finance.
Host Ryan Allis introduces the UMACS trade -- investing in Uniswap, Maker, Aave, Compound, and Sushi and also discusses new Institutional DeFi offerings from Aave and Compound that will bring trillions of dollars of additional capital from hedge funds, pension funds, sovereign wealth funds, and corporates into DeFi in a safe manner.
The holy grail of safe, predictable yield for corporate treasuries is here via KYC'd DeFI -- and this is likely to bring a lot of opportunity for DeFi investors.
If you want to understand the future of global finance (and how you can invest in it today), listen to this week's episode.
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For more analysis on the future of money see our newsletter at coinstack.substack.com
Telegram group: t.me/thecoinstack
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7/15/2021 • 32 minutes, 22 seconds
Will the Crypto Bull Market Come Back? We Think So.
In this episode host Ryan Allis reads and comments on three recent posts from well-known crypto analysts Willy Woo, Lark Davis, and Ryan Selkis.
Together, they lay out a clear, cogent, and very bullish case on prospects for Bitcoin, Ethereum, DeFi, and crypto markets in both the 2nd Half of 2021 and throughout the 2020s.
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Subscribe to our newsletter at: http://coinstack.substack.com
Join our Telegram Group: t.me/thecoinstack
Links mentioned:
Willy Woo's Substack
Lark Davis' Wealth Mastery
Messari
7/6/2021 • 19 minutes, 33 seconds
Double Peak Theory & Our Dec 2021 Bitcoin & Ethereum Forecast
The trillion dollar question is whether there will be a second peak for crypto markets later in 2021. We think so.
In this issue we introduce Double Peak Theory and the on-chain signals that show we have likely bottomed and are on our way up to new All Time Highs (ATHs) in 2021.
Double Peak Theory states that just like Bitcoin in 2013 and Ethereum in 2013, we will see a second peak in the Fall AFTER a temporary 50%+ pullback mid-year.
But what could these new highs be?
We are forecasting Bitcoin (BTC) will pass $100k by the end of 2021 and Ether (ETH) will reach $7k+.
Listen to understand why we expect to see a massive Fall 2021 in crypto -- and the drivers of this big move.
Since the June 26 bottom that we called, BTC is up 14% from $30,184 to $34,294 and ETH is up 32% from $1719 to $2275. We’re not fully out of the woods yet, but now is the time to invest.
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Subscribe to our free newsletter for smart crypto investors at coinstack.substack.com
Join our Telegram Channel at t.me/thecoinstack
7/5/2021 • 25 minutes, 30 seconds
Crypto: Explain It Like I'm 5 (Part 3 - DeFi, NFTs, DAOs, & Tokens)
This is part 3 of the the "Crypto Explain It Like I'm 5" by Ryan Allis.
Part three is about Decentralized Finance (DeFI) and other important basics like NFTs, tokens, DAOs, staking, memes, oracles, crypto taxes, and how to earn a return on your crypto.
CRYPTO - EXPLAIN IT LIKE I'M 5 (ELI5)
PART 1 - BITCOIN, CRYPTOGRAPHY, & BLOCKCHAINS
PART 2 - ETHEREUM & SMART CONTRACTS
PART 3 - DECENTRALIZED FINANCE, NFTs, DAOs, & TOKENS
Give it a listen and share it with your friends who are newbies in the crypto field.
Check out the last three days for part 1 and 2.
You can also read the original Crypto ELI5 article at: https://coinstack.substack.com/p/crypto-explain-it-like-im-5
And join our free Telegram group at: http://t.me/thecoinstack
7/1/2021 • 22 minutes, 46 seconds
Crypto: Explain It Like I'm 5 (Part 2 - Ethereum, Smart Contracts, Stablecoins, Exchanges, and Wallets)
This is part 2 of the the Crypto ELI5.
Part two is about Ethereum, smart contracts, wallets, stablecoins, and exchanges.
CRYPTO - EXPLAIN IT LIKE I'M 5
PART 1 - BITCOIN, CRYPTOGRAPHY, & BLOCKCHAINS
PART 2 - ETHEREUM & SMART CONTRACTS
PART 3 - DECENTRALIZED FINANCE & OTHER IMPORTANT BASICS
Give it a listen and share it with your friends who are newbies in the crypto field.
You can also read the original Crypto ELI5 article at: https://coinstack.substack.com/p/crypto-explain-it-like-im-5
And join our free Telegram group at: http://t.me/thecoinstack
6/30/2021 • 10 minutes, 32 seconds
Crypto: Explain It Like I'm 5 (Part 1 - Bitcoin, Cryptography, & Blockchains)
ELI5 stands for “explain like I'm 5.” When people use it on Twitter or Reddit, it means asking others to explain a complex topic simply.
We've created this “Crypto ELI5” in order to help anyone understand the basics of crypto, become a better crypto investor, and be able to understand how cryptographically-secured decentralized blockchain applications are changing the world.
This is part 1 of 3. Parts 2 and 3 will be posted over the next couple days.
CRYPTO - EXPLAIN IT LIKE I'M 5
PART 1 - BITCOIN, CRYPTOGRAPHY, & BLOCKCHAINS
PART 2 - ETHEREUM & SMART CONTRACTS
PART 3 - DECENTRALIZED FINANCE & OTHER IMPORTANT BASICS
Give it a listen and share it with your friends who are learning.
You can also read the original article at: https://coinstack.substack.com/p/crypto-explain-it-like-im-5
And join our free Telegram group at: http://t.me/thecoinstack
6/30/2021 • 25 minutes, 37 seconds
Why A16Z's $2.2B Crypto Fund is a Bigger Deal Than Most People Think
Most people think Andreessen Horowitz' huge new $2.2B crypto fund is important because of the eye popping amount raised.
But it's not just about more dollars for their crypto portfolio -- it's ALSO about creating a "Regulatory Superteam" who can help lay the foundation for clarity in blockchain regulations within the United States.
Yes, A16Z is like the Brooklyn Nets -- but for crypto. At least when Durant, Harden, and Irving are all healthy.
Last Thursday, A16Z announced not only the largest crypto fund in venture capital history but also the additions of Dr. Tomicah Tilleman, a former advisor to President Biden and Hillary Clinton, and Bill Hinman, the former Director of the Securities and Exchange Commission’s Division of Corporation Finance.
Their task ahead -- work with regulators like Gary Gensler at the SEC to create a clear framework that enables innovation within decentralized crytographically-secured blockchains to thrive as we lead in building a new global financial system based on smart contracts -- while getting rid of the scams that give crypto a bad name.
With China giving up its leadership role in crypto the last month -- it's time for the USA to take the lead.
And the public-private partnerships forged by thoughtful and long-term focused industry participants like A16Z can be critical in making the USA a leader in this new epoch of computing.
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Read more in this week's newsletter: https://coinstack.substack.com/
Telegram Group: http://t.me/thecoinstack
6/29/2021 • 12 minutes, 40 seconds
Are We Near The Bottom for Bitcoin & Ethereum? We Think So.
Crypto markets have been crashing the last two months.
Bitcoin (BTC) is down from $64k to $30k since April 14, 2021, driven by China's ban and the need to increase renewable energy usage.
Ether (ETH) has crashed even more, from $4300 to $1900.
And other top cryptoassets like Polkadot and Solana are more than 60% off their peaks. Everything's on sale.
So, are we at the bottom? Can we go down further?
And will we have a double peak in 2021 like we saw in 2013.
In this episode, we talk about where we think the bottom is, when we'll get there, and 10 reasons we think we'll be heading back up in crypto markets later this Summer.
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For more see our newsletter at coinstack.substack.com and join our Telegram group at t.me/thecoinstack
Coinstack -- for the smart crypto investor.
6/24/2021 • 29 minutes, 17 seconds
Algotrading Crypto in Sideways Markets
This episode covers how to earn returns from algorithmic crypto trading in sideways markets. We also review the weekly crypto news, talk about the best and worst performing investments of the last 30 days, and look at the old world of TradFi vs. the new world of DeFi.
In This Week’s Episode of Coinstack...
The Weekly Crypto News Roundup
Earning Returns from Algorithmic Trading in Sideways Markets
Best & Worst Crypto Investments - Last 30 Days
Introducing the Ethereum Transaction Value Model (TVM)
Seven Key Crypto Stats We’re Following
The Old vs. The New (TradFi vs. DeFi)
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Coinstack Newsletter - coinstack.substack.com
Coinstack Telegram Channel - t.me/thecoinstack
Crypto mentioned this week:
Bitcoin, Ethereum, Polygon, 1INCH, Bancor, Curve, Internet Computer Protocol, Titan, Iron Finance, Uniswap, Theta Fuel, Amp, Quant, XinFin Network, Theta, Mdex, Binance Coin, BlockV, Synthetix, DigitByte, Klatyn, Qtum, Ontology, Compound, Avalanche, NEM, Polymath, Nexus Mutual, Enzyme, Celo, Stellar, Filecoin, Arweave, USDC
Companies mentioned:
Zignaly, Shrimpy, Messari, Glassnode, Binance, FTX, INX, Metamask, Argent, Nexo, BlockFi, Revolut, Zerion, Blockfolio, Dharma, Strike, Bitpay, Nifty Gateway, NBA Top Shots, Dapper Labs, Circle, Delphi Research