Narrative Watch | The NBA, Hearthstone & Hong Kong - Why Censorship Resistance Matters
First it was the NBA aggressively distancing itself from comments from Rockets GM Daryl Morey in support of Hong Kong protesters. Then it was Blizzard banning a player from competitive Hearthstone pla...
9 Okt 201916min
Libra's shaky membership FUD / Crypto In A Congressional Race / Why BTC volume is growing in Hong Kong
Libra is back in the spotlight after the WSJ published reports that Visa, Mastercard and others are getting cold feet after the chilly reception from regulators around the world. David Marcus took to ...
2 Okt 201918min
SEC vs. EOS: Securities! Settlement! Scandal!
The SEC's $24m settlement with EOS has been all anyone has been able to talk about for the last day or so. In this episode, we look at the four camps of reactions: the "they got off easy"; "you're all...
1 Okt 201924min
Narrative Watch: Time Preference Transformation - How CT Reacted (Or Didn't) To Last Week's Price Crash
Last week saw a 20% drop in the price of Bitcoin - much of coming in a short, 30 minute span. What it didn't see was the usual hand wringing and frantic explanations. In fact, most of last week's conv...
30 Sep 201916min
Is bitcoin rogue state money? / The impact of Libra on central banks / Fed repo market injections continue
News broke of Venezuela exploring whether they could use bitcoin and ether as reserve assets, prompting questions about what the potential impact of widescale adoption of bitcoin as a tool to evade sa...
27 Sep 201923min
What's behind the BTC price crash? / Does WeWork matter for crypto? / Incognito mode for payments
Bitcoin (and the rest of the markets) absolutely cratered yesterday, with BTC dropping from nearly $10k to under $8k before resetting a bit. Is it Bakkt backlash? Bitmex margin calls? Or a fat load of...
25 Sep 201920min
Bakkt launch flop or fly? / Kik kicks the bucket, Kin lives on / SEC testifies before Congress
Much hyped Bakkt has launched, but the volume is...less than massive. What should we think about it? Is it a sign of failure; a sign that there simply isn't demand from institutions; or was this alway...
24 Sep 201923min
Narrative Watch - Meme Warfare: 'Bitcoin fixes this' vs. 'ETH is money'
Crypto markets are driven by memes. In point of fact, all markets are driven by memes and narratives, but emergent markets like crypto ratchet it up. In this Narrative Watch, we go meta to look at the...
23 Sep 201923min
