Published: June 24, 2022, 10 a.m.
Matt and Nic return for a fiery episode of deals and news.\xa0In this episode:\xa0
- Is miner selling backed up by the on-chain data?\xa0
- Is Massachusetts open to pro-crypto legislation?\xa0
- FTX provides credit support to embattled crypto lenders\xa0
- Why private market transactions do not constitute bailouts in the pejorative sense
- Was 3 Arrows just a case of too much leverage and bad trades, or was it fraud?\xa0
- Does the 3AC situation stray into criminal territory?\xa0
- There were significant harms stemming from the 3AC scheme
- Kyle's infamous On The Brink appearance and his special request\xa0
- Did GBTC bring down 3AC?\xa0
- Are we entering the PvP era of crypto twitter?\xa0
- The story behind 3AC's yacht\xa0
- Solend requisitions user funds\xa0
- Wartime versus peacetime governance in DeFi
- South Korea puts a travel ban on Terraform labs employees
- DYDX is leaving Ethereum and moving to their own chain\xa0
- The relationship between lender balance sheets and GBTC\xa0
- Is there a case to be made for winding down GBTC?
- How to think about the GBTC trade today
- How the 3AC GBTC trade is like LTCM\xa0
- How to think about the "macro"\xa0
- Is the 'crypto hedge fund that also does VC' obsolete?\xa0
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