One of crypto’s favorite narratives has always been that it can help people in places where their local currency is being debased. Venezuela, with its 1,000,000% inflation rate and political instability, has been a prime topic of conversation. As the situation in Venezuela unravels further, Jill and Meltem bring you up to speed on what’s going on, what role crypto can (and cannot) play, and what fundamental challenges the crypto community has yet to address.-----If you enjoyed this...

The story around crypto is broken. For many investors crypto has been about pattern matching, but the search for the “next Bitcoin” or the “next Ethereum” is not working as well as many would have hoped. In this episode we discuss some other frameworks for thinking about crypto assets and explore their old school financial equivalents, from gold to pink sheets.-----If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and subscribe. This podcast is...

Crypto revolution or evolution? Regulatory arbitrage, cat and mouse games, and decentralization theater are all core parts of how the cryptocurrency industry is currently run. But what happens over the long run? In this episode, we look at whether “revolutions need rules”, what the role of regulators is in crypto, and how institutions are and are not interfacing with cryptocurrency markets.-----If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and...

What are all these cryptocurrencies actually worth? We break down a number of perspectives on how to unpack this issue. From balance sheet issues to legal rights of holders to liquidity matters, there is a lot to consider as the crypto world goes about trying to mark prices on its portfolios of private presales, ICOs, SAFTs, zombiecoins, and illiquid tokens.-----If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and subscribe. This podcast is...

We put the crypto bubble in the context of the broader markets. Are we entering a global macro unwind? Is the decline cryptocurrencies just the canary in the coal mine of a bigger risk-off market move and deleveraging? We unpack some of the dynamics going on from the psychological to the technical and analyze the fallout as all kinds of bubbles burst.-----If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and subscribe. This podcast is presented by...