Empire1 Jul 2022

Why Crypto Funds Shut Down | Weekly Roundup

In this episode of Empire's Weekly Roundup, Jason and Santi discuss this week's biggest stories. CeFi continues to implode, funds are facing redemptions and Bitcoin miners are in trouble. What could be the catalyst out of this mess? How has Santi changed his mind about DeFi? Tune in to find out! Highlights include: - Why Santi changed his mind on undercollateralized loans in DeFi - What is happening with CoinFLEX and Roger Ver - 3AC officially defaults - Why users aren't ready to use DeFi - Jason and Santi's bet on the next crypto catalyst - A potential Bitcoin miner death spiral - What is a high watermark - Arthur Hayes' predictions - Are we just reliant on the Fed? - Maker DAO is buying T-Bills - Jason/Santi book recommendations - - Follow Santi: https://twitter.com/santiagoroel Follow Jason: https://twitter.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw - - Referenced in the show: Jill Gunter of Espresso Systems https://twitter.com/jillrgunter Ryan Swanson (Blockworks Research Analyst) https://twitter.com/ryan_swansonx -- BitMEX is back and better than ever. Sign up for BitmEX's new Spot Exchange for a chance to win a piece of $500,000 in BTC (new users). Learn more about them at https://www.bitmex.com/ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (03:01) State of the Market (09:45) Bearish On Undercollaterized Loans (12:15) CoinFLEX, Roger Ver and More Contagion (19:08) Will People Use DeFi? (26:25) A Privacy & Security Bet (29:06) Voyager Issues Default Notice to 3AC (29:58) Bitmex Ad (30:56) BTC Miner Death Spiral (42:26) Funder Redemptions ft. Arthur Hayes (50:25) Closing Crypto Funds & High Watermarks (59:10) MakerDAO Vote to Buy T-Bills (1:04:20) Catalyst For The Next Cycle (1:11:20) Crypto's Progress (1:15:48) New Episodes and Book Recommendations -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

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