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UpOnly: Chats with Crypto Experts explicit

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Contenu fourni par Ledger & Cobie Enterprises, Brian Krogsgard, and Jordan Fish. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Ledger & Cobie Enterprises, Brian Krogsgard, and Jordan Fish ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Join Cobie and Ledger as as they chat with the most interesting people in crypto.
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78 episodes

Artwork

UpOnly: Chats with Crypto Experts explicit

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Manage series 2882378
Contenu fourni par Ledger & Cobie Enterprises, Brian Krogsgard, and Jordan Fish. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Ledger & Cobie Enterprises, Brian Krogsgard, and Jordan Fish ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Join Cobie and Ledger as as they chat with the most interesting people in crypto.
  continue reading

78 episodes

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Cobie & Ledger talked to Zane Tackett, who directed institutional sales at FTX until just a couple days ago, and was working to help find solutions for the gap directly with top team members. And while we're getting the story of what's happened the last week, wallets start getting drained. We streamed for three hours and didn't always say a lot, but here's the whole thing.…
 
Links Frank Twitter The Scoop Show Partner This episode is presented by FTX. Trade on an awesome mobile interface fee-free, and still get all the great portfolio tracking features you know and love: https://uponly.tv/ftx Show Notes Why Shave Mustache? – “It’ll come back” – Cousins getting married, doesn’t wanna steal the show The Block – Scoops has been there since 2018 – Soon to be 4 year anniversary – 100+ people – Have data, research content, consulting/ advisory – Subscription products for all these legacy folks Venture Capital – Last year there was 32B that poured into crypto VC NFTs – Bored Apes/ Larva Labs – Some people outside of crypto may not think apes are impressive from an art standpoint – “this price is ridiculous!” – But there are so many things that are like that, handbags for example Environmental Impact of NFTs? – There is a lag between what we know in crypto vs what the outside world knows – Even when there are changes to make it better, it takes a long time for the public to accept a net narrative – It’s just a viral narrative Larva Labs Deal – Scoops was surprised – He never expected M&A among NFT entities – Might even be a bit of a risk arbitrage – Mike Dudas talked about how LinksDAO was in the cross hairs of regulators Crypto Politics – “If it quacks like a duck and it walks like a duck, then its a security!” -Franky Scoops – People will likely get voted out of office if they take an anti crypto stance – Ryan Selkis potentially running – There are a few other crypto natives thinking about running – Free market resonates with the right – Protect the power of the dollar pushes away the right – “Banking the unbanked” resonates with the left – Environmental concerns pushes away the left – Ted Cruz will do anything for a vote – Ledger: “I think we need to get Dan Matuszewski to run up there in Boston” – “He’d hate it so much that he’d be a good politician” – Frank: “He’d be a great politician” – Ledger: “Can you imagine Dan up there getting grilled by congress” – “He’s start grilling them back give them the Boston treatment” Exciting Trends – Excited about NFTs moving separately from the other markets – Interest rates in crypto Insane Wealth – SBF and CZ just have unheard of money – More scared of normal multimillionaires than crypto billionaires – The crypto billionaires have just been super humble – SBFs story is classic – Scoops: “Comparison is often the thief of joy” – Why can people not hang on to their Bored Apes?! – Just targeted much more often Terra and Do Kwon – Do Kwon is very relaxed – They want to make UST the largest stablecoin across various different chains – Sometimes he wakes up, puts on pants, and just buys $1B worth of Bitcoin FINAL ALPHA – When prices are going down, just remember to count all of the blessings that you have in your life. Things could be a lot worse 🙂 Notes by Kevin and Luke Music by GiovanniPickle…
 
Introduction - Kanav is the President of Jump Crypto (@JumpCryptoHQ) - Jump Trading is one of the largest quant trading firms in the world and moved into crypto ~6 years ago - Grew into what Jump Crypto is today with 140 employees - Jump Crypto has been trading, building and investing in the space - Ledger: Who wins in a cage match, Alameda or Jump? Kanav: Depends on the rules! - Crypto was a trading problem to solve at first, sandbox environment for people to play with without messing up existing systems - As the space started to grow and as DeFi emerged there was a similarity to traditional environments and they got more involved - Own crypto on the their balance sheet not just when making plays Intern to President - Jump is a very flat organisation usually three levels at most away from the top - A lot of freedom to work on things and push it further with more resources for what works - Kanav worked early on crypto projects that performed well and it led to getting his position and still building out the team - All in, all of the time. Always looking for engineers and ops people - Recently brought on a CMO Sophisticated Competition - Jump and most traders are playing on different time horizons e.g. seconds to minutes - Smart contracts and aspects of DeFi are less competitive as firms are still apprehensive Trading Systems - Some are highly automated others have more manual intervention. Alpha building process to build prediction models then plug it into an execution system - However there are things about the markets the models aren’t aware about that someone with pulse on the market would know - Mature risk management is in place taken from Jumps historical experience. A lot of it is hard coded in to prevent people putting on over sized positions - Not a lot going on with options markets, much smaller than everything else. Just because it hasn’t worked in the past doesn’t mean it won’t so will continue to watch Narrative Surprises? - Built the first highly electronic OTC desk but the narrative didn’t play out to the expected extent. Institutional narrative was slower to play out - a lot of red tape to get through for institutions and waiting for regulatory clarity but believes it’s still going to happen - How long Uniswap V2 has continues to be incentivised continues to be surprising Wormhole - CertusOne built the V1 and they were acquired by Jump. Wormhole connects 7 chains now transferring a lot of different information. Governed by 19 guardians, of which Jump Crypto is one - Wormhole had a 120K ETH hack recently - Developer noticed some discrepancies and they all jumped on a call to confirm the vulnerability then it was all hands on board to deal with it - Jump Crypto made the decision to backstop the funds Hopes for the future - Phantom and Solana pay type stuff - You see the uses on twitter, looks great - No on knows what a seed phrase is! We need better UX - On the gaming and metaverse side - i just want to have fun and be able to play a game - On the research side - ZK seems promising would like stuff there FINAL ALPHA - Harness the power of asymmetric upside - If you can see asymmetric upside and then place a lot of bets, you gmi…
 
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