Unchained3 Jul 2024

Bits + Bips: Ethereum and Solana ETFs and Why Crypto Is Poised for a Breakout - Ep. 668

Are Solana ETFs on the brink of approval? How might political outcomes influence this decision? Join hosts James Seyffart, Alex Kruger, and Joe McCann as they delve into the latest buzz around Solana’s potential spot ETFs, dissect the SEC's puzzling delay on Ethereum ETFs, and debate why Bitcoin’s recent performance has diverged from the NASDAQ. They also discuss the U.S. presidential election, the event that Alex says was the “second most bizarre thing” he’s seen in his life, what the bond market seems to indicate about expectations for a Trump presidency, and how upcoming nonfarm payroll reports and potential rate might affect the markets. Show highlights: 00:00 Intro 01:47 How political outcomes might influence the approval of spot Solana ETFs 04:16 Whether futures ETFs are 100% needed for an approval of spot crypto ETFs 09:26 The high premium on Grayscale's Solana Trust (GSOL) 13:50 How the outcome of the 2024 U.S. presidential election could impact the crypto industry 20:55 Why the SEC delayed the launch of the Ethereum ETF 24:53 How the upcoming nonfarm payroll report and potential rate cuts impact market volatility and the Federal Reserve's decisions 27:51 How the rise of populist candidates in France and changes in currency markets might affect the US dollar and the broader economic landscape 31:40 How Bitcoin, Ethereum, and Solana performed in Q2, and the surprising outperformance of BONK 34:45 Why Bitcoin's performance diverged from the Nasdaq's recent rally 45:48 How recent movements in long-term bond rates are linked to political changes, such as the rise of right-wing populism and concerns about fiscal responsibility 52:45 How FTX creditors could potentially influence market dynamics, and the irony in the US government using Coinbase as a custodian Hosts: James Seyffart, Research Analyst at Bloomberg Intelligence Alex Kruger, Founder of Asgard Joe McCann, Founder, CEO, and CIO of Asymmetric Learn more about your ad choices. Visit megaphone.fm/adchoices

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(1147)

The Chopping Block: Defi United’s “Bailout,” MegaETH’s KPI Vesting, and Prediction Market Chaos

Is the era of protocol bailouts upon us? The Chopping Block crew and MegaETH's Shuyao Kong debate Defi United’s community-funded rescue, the KPI vesting experiment shaking up token launches, whether D...

30 Apr 1h

How Microsoft Won the OpenAI Fight as Markets Rally on Iran

One side wins the OpenAI-Microsoft divorce, Ram calls a 19% earnings growth year 'bananas,' and Chris wants the US to hack back against DeFi exploiters. Here is the full rundown. --- Heads up! If y...

29 Apr 57min

How Microsoft Won in Its Revised Deal With OpenAI

Microsoft restructured its agreement with OpenAI, and Ram Ahluwalia has a clear verdict: Microsoft won. In this segment from Bits + Bips, Ram explains the three things Microsoft secured from the new...

29 Apr 3min

How Morpho Survived a $300M DeFi Hack With Only $1M Exposure

People think of Aave and Morpho as competitors. But Morpho only lost $1 million when North Korea drained $300M from a DeFi protocol. The architecture explains why. ===================================...

29 Apr 37min

Bits + Bips: How the Kelp rsETH Hack Left Aave With $193M in Bad Debt

Luke Leasure and Shaunda Devens of Blockworks Research explain how three compounding failures, Kelp's one-of-one bridge signer, Layer Zero's permissive default settings, and Aave's failure to flag it ...

28 Apr 9min

Arbitrum Froze $70M From North Korea? Griff Green on the Decision + Miguel Morel on the Hack

KelpDAO’s hackers left telltale signs pointing to one culprit, North Korea. Then, in a surprise move, the Arbitrum Security Council decided to fight back. ============================================...

26 Apr 1h 7min

Did Arbitrum Violate DRPK's Property Rights? No, Because It Wasn't Their Property

The $300M KelpDAO exploit became a watershed moment for DeFi, and the Arbitrum Security Council voted froze $70M worth of stolen funds. Is this a slippery slope or learning from history? Thank you...

24 Apr 1h 20min

DEX in the City: KelpDAO vs. LayerZero: Who Is Liable When a DeFi Protocol Is Hacked?

A $300M bridge exploit is forcing the question DeFi has been avoiding: when users lose money, who is actually responsible — the protocol, the infrastructure provider, or both? Thanks to our sponsor...

24 Apr 47min