Flippening - For Cryptocurrency Investors (bitcoin, Ethereum, And Cryptoasset Investing)

In this episode, we reflect on the biggest ideas and lessons learned from the past 12 months of interviewing the top names in crypto. I’m joined by Anthony "Pomp" Pompliano, co-founder at Morgan Creek Digital Assets. Hear Pomp & Clay discuss which companies might outperform Bitcoin, what we got wrong about crypto in 2018, and why debt hasn’t gotten as much attention as it should.In this episode we discuss: The equity opportunities that Pomp finds most interesting Anthony’s outlook on media companies The concept of bootstrapping a crypto nation-state The major categories of use cases for security tokenization How tokenization affects disclosure The spectrum between centralized and non-centralized What Anthony has learned from doing his podcast The best episode of the past 12 months of Flippening What Anthony thinks about Grin Bear markets Anthony’s thoughts on generalized mining Impact of the Bitcoin ETF Ecosystem funds Derivative platforms Whether Binance &

This episode is the second and final part of our series on investing in smart contract platforms. I’m joined by Katya Kovalenko, a partner at P2P Capital. We explore the pros and cons of smart contract platforms, how to evaluate them, and what the future holds. In Part 2, We Discuss: How Katya got involved in cryptocurrency investing The origins of P2P Capital P2P Capital areas of focus How P2P Capital is structured How the business involves staking, running nodes, and participating in networks that reward network participants What kind of things are codified in an agreement that an investor makes with a project What smart contracts are and what they can do Smart contracts that have been shown to work historically How smart contracts are used during token sales Compelling future use cases of smart contracts What smart contracts are and aren’t good for Popular smart contract platforms What is possible with regards to smart contracts on the Stellar platform Smart contracting languages What Katya is enthusiasti

This is a special episode of the Flippening Podcast. The research arm of Nomics, creatively titled “Nomics Research,” will be publishing the audiobook you’re about to hear on Audible. But before we do that, we’re broadcasting it here for free. This audiobook is a reading of Katya Kovalenko’s 10K word blog post, entitled “Investing In Smart Contract Platforms: How Developer Ecosystems, Crypto Economics, and Token Mechanics Create Value on Platforms Like Ethereum, EOS, Cardano and Tezos.” (Note: We also created an audiobook for the article Nathaniel Whittemore and I published last December, entitled “Crypto Market Cap: An In-Depth Review & Survey Of Emerging Alternatives”). What you’re about to hear is a private investor’s take on the smart contract space and possible ways to evaluate and invest in smart contract platforms. This audiobook is broken up into three parts: A deep exploration of what smart contract platforms are A framework for evaluating smart contract platforms A consideration of smart contra

This episode is the second and final part of a series on decentralized cryptocurrency exchanges. I am joined today by Alex Wearn: Co-founder and CEO of Aurora Lab. Aurora Lab is responsible for creating IDEX, the number one decentralized application on the Ethereum network. This deep dive is broken up into 10 chapters. In episode 33 we covered chapters 1 through 4. In this episode, Alex and I will concentrate on chapters 5 through 10. * Chapter 5: Control and regulation* Chapter 6: A review of the top blockchains for decentralized exchange * Chapter 7: Sourcing liquidity * Chapter 8: Different approaches to exchange tokens (Binance’s BNB token, for example)* Chapter 9: A look at the organization around IDEX, Aurora DAO * Chapter 10: The future of decentralized exchange might look like We also discuss:* What regulators can and can't expect IDEX to do * IDEX’s listing policies * How to stop phishing attacks on a decentralized exchange * Methods for sourcing liquidity * Accommodating (or not) maker-taker sche

Description This is part 1 of our series on decentralized cryptocurrency exchanges. I am joined today by Alex Wearn: Co-founder and CEO of Aurora Lab. Aurora Lab is responsible for creating IDEX, the number one decentralized application on the Ethereum network. This deep is broken up into 10 chapters: Chapter 1: A primer on decentralized exchanges and the problems they actually solveChapter 2: A step-by-step walkthrough of trade execution through post-trade settlementChapter 3: A history of decentralized exchanges Chapter 4: The components and attributes of a decentralized exchange Chapter 5: Control and regulationChapter 6: A review of the top blockchains for decentralized exchange Chapter 7: Sourcing liquidity Chapter 8: Different approaches to exchange tokens (Binance's BNB token, for example)Chapter 9: A look at the organization around IDEX, Aurora DAO Chapter 10: The future of decentralized exchange might look like In this episode, Alex and I will concentrate on the first five chapters.Listen in to h

Description Today’s episode is a departure from the usual format. Instead of an interview, you’ll hear an audiobook created from a long-form article that I published with Nathaniel Whittemore a few weeks ago, entitled “Crypto Market Cap: An In-Depth Review & Survey Of Emerging Alternatives”. The article sparked a lot of discussions, but some of the feedback suggested that the length of the article may have made the content less accessible. Listening to the article, however, provided a much different experience. What you’re going to hear on today’s show is the article read by a professional voice actor who has experience narrating Audible books. In this piece, Nathaniel and I review the following topics: In this episode we discuss: -Why the conversation about Market Cap matters -The origin of Market Cap-How Market Cap became the dominant measure of value -How Market Cap is evaluated -The differences between tokens and stocks, and why this matters as a critique of Market Cap -How inflation schedules matte

Today’s episode is the second part of an in-depth conversation is with Kevin Zhou, head trader at Galois Capital. Galois Capital is a high-volume US-based OTC desk. Some of Kevin’s previous positions include Head of Trading at Kraken, and prior to that, Head of Trading at Buttercoin, one of the very first crypto asset companies backed by Y Combinator. Kevin has been trading crypto since 2011. Continuing from the first part of the conversation, in this episode, you’ll learn more about how OTC desks grow their businesses and add customers, how OTC desks differentiate themselves from one another, and what sales operations, regulations, and pricing look like for an OTC desk. A Note From Our Sponsor: Do you Need An Enterprise-Grade Crypto Market Data API For Your Fund, Smart Contract, or App? Nomics is an API-first cryptoasset market data company. Our product is a developer tool for funds, family offices, enterprises, and fintech developers. Our API enables programmatic access to clean, normalized, and gaple

Today’s conversation is with Kevin Zhou, head trader at Galois Capital. Galois Capital is a high-volume US-based OTC desk. Some of Kevin’s previous positions include Head of Trading at Kraken, and prior to that, Head of Trading at Buttercoin, one of the very first crypto asset companies backed by Y Combinator. Kevin has been trading crypto since 2011.In this conversation, you’ll get a behind the scenes look into how OTC desks operate and make money. The world of OTC trading can be opaque. Although the term OTC desk is often used, there’s much less talk about what happens behind the scenes at regulated high-volume desks.A Note From Our Sponsor:Do you Need An Enterprise-Grade Crypto Market Data API For Your Fund, Smart Contract, or App?Nomics is an API-first cryptoasset market data company. Our product is a developer tool for funds, family offices, enterprises, and fintech developers. Our API enables programmatic access to clean, normalized, and gapless primary source trade data across a number of cryptocurrenc

You’re about to hear is part 2 of my conversation with Sam McIngvale, who runs Coinbase Custody. Whereas the first part of this conversation was focused on custody, the second part of this conversation focuses more generally on the suite of institutional products that Coinbase is rolling out, including their prime brokerage offering. In the episode that you’re about to hear, we discuss . . .An overview of Coinbase’s suite of institution product offeringsWhy consumer products in the crypto space are optimizing for getting the greatest number of individual users, whereas institutional products are designed aroundservicing the greatest amount of capitalHow Coinbase Prime operates as a service layer on top of Coinbase’s products for institutional customersCoinbase’s forthcoming OTC offeringThe need for additional order types for cryptoassetsA discussion of Coinbase’s soon to be shuttered index fundWe also discuss how coinbase markets, which provides a shared pool of liquidity for all of Coinbase’s produ

Today’s conversation is with Sam McIngvale who heads up Coinbase Custody.Coinbase Custody’s clients include PolyChain Capital, Multicoin Capital (who we’ve had on this podcast, by the way), Autonomous Partners, and Walden Bridge Capital. Coinbase Custody’s mission is to make digital currency investment accessible to every eligible financial institution and hedge fund in the world.Before Sam was running Coinbase Custody, he was VP of Engineering at Apex Clearing Corporation.I’ve been to several crypto conferences for institutional investors and heard several unremarkable conversations about custody. This is not one of them.Sam is on point throughout this entire interview and this conversation results in a fantastic episode that will likely leave you with much to consider.This Episode Is Possible Due To The Generous Support of PandaAnalytics.comIf investing is not your full-time job, but you still want to get into crypto and blockchain, what cryptocurrencies should you consider when making an investme

My guest today is actually me and my co-founder at Nomics, Nick Gauthier. This interview is a deep dive into the state of crypto market data and the problems faced when traders, analysts, market makers, and financial product creators try to procure clean and reliable data.  In this episode, we discuss the problems of (1) data inconsistency, (2) data accessibility, and (3) data decentralization when it comes to cryptoasset market data.Enjoy!Note: This Episode of Flippening is Made Possible by Nomics' free Cryptocurrency and Bitcoin API.The Nomics API offers squeaky clean and normalized primary source cryptocurrency trade data offered through fast and modern endpoints. Instead of having to integrate with a bunch of exchange APIs of varying quality, you can get everything through one screaming fast firehose. check us out at Nomics.com.

I’ve long aspired to release topical content relevant to the current crypto news cycle. But I never found a great way to pull that off. There are lots of podcasts with crypto bros shilling their unedited opinions on price movements or the latest ICOs, and I just didn’t want to go that route (especially since I don’t personally enjoy this content).While contemplating this delimma, Eric Meltzer’s Proof of Work Newsletter arrived in my mailbox. What I appreciate about Eric’s Newsletter is that it isn’t filled with news hackery or thought pieces from Medium; instead, Proof Of Work includes updates directly from the makers behind top crypto projects. Proof of Work includes primary source material coming directly from founders, rather than third-party analysts.So I approached Eric about doing a Monthly Proof of Work Audio wrap up. He said yes, so here we are.In this episode we discuss:Major themes and trends amoung crypto projects for the month of augustOur 6 favorite features and releases “shipped” from various en

Welcome to part two of our deep dive on tokenized debt.My co-creator for this content is Nadav Hollander, who is the founder and CEO of Dharma: a platform for building borderless lending products using programmable, tokenized debt.In part one, we discussed why debt and particularly tokenized debt is such a big deal.  If you haven't yet listened to part one, please stop now and listen to that episode for more context on this conversation.As a reminder, in chapter one we discussed the history of debt from the origin of the species to the year 2000. In chapter two, we explored the history and development of crypto asset technology that has paved the way for programmable, tokenized debt.Today's episode begins with the second half of chapter three of this conversation, where we discuss how the Dharma protocol works and the first class operators within the system.In chapter four, we focus on the top use cases and investment opportunities for tokenized debt. Finally, in chapter five, we discuss Dharma as a

Today’s conversation isn’t quite a documentary, but it isn’t just your average interview either. So I’m labeling this a "deep dive," and the topic is tokenized debt.The Flippening Podcast is first and foremost for institutional investors, and I’m covering this topic because the dual issues of debt and lending are just too big to ignore and absolutely rife with investment opportunities. Many of which we talk about during this conversation.My co-creator for this content is Nadav Hollander, who is the founder and CEO of Dharma: a platform for building borderless lending products with programmable tokenized debt.This is the first of two episodes, in which we break down the topic of tokenized debt into five chapters. Today, you will hear the first few chapters of this conversation.In chapter one, we discuss the history and origins of debt from the origin of the human species, up until around the year 2000. We also discuss the web 2.0 peer to peer lending solutions that preceded Dharma, such as prosper and len

Today's episode is a brief discussion about our recent intermission.We're taking a break because Nomics, the company that produces this podcast, is currently fundraising for our Series A and I (Clay Collins) am swamped until part 1 of this process is complete.In this episode, we talk about fundraising, as well as the future of this podcast. We'll be coming back with a vengeance (and a brand new episode) next week. Note: This Episode of Flippening is Made Possible by Nomics' free Cryptocurrency and Bitcoin API.The Nomics API offers squeaky clean and normalized primary source cryptocurrency trade data offered through fast and modern endpoints. Instead of having to integrate with a bunch of exchange APIs of varying quality, you can get everything through one screaming fast firehose. If you’ve found that you or your developer has to spend too much time cleaning up and maintaining cryptoasset datasets, instead of identifying investing/trading opportunities . . . or if you’re tired of interpolated data and wa

Note: “Tokenize The World” is made possible by our sponsor BlockTrade.com.Blocktrade will be the first fully licensed security token exchange in Europe, focused on listing crypto assets, security tokens, and other tokenized financial instruments. By being fully MiFID II compliant they will enable crypto trading to institutional traders while unlocking huge amounts of liquidity with their primary market partners. If you’re someone who’s following the security token space, they have quite a few things to announce in the next couple of weeks, including their public beta launch.  Be sure to go to Blocktrade.com, hit the red subscribe button at the top, and get on their announcement newsletter. Welcome to Part 3 of “Tokenize The World: A Security Token Documentary”In this episode, we squint our eyes and stare into the future to explore how the world might change in the aftermath of widespread security tokenization. We’ll be walking you through 7 predictions about the future, as it relates to security tokeniz

Note: “Tokenize The World” is made possible by our sponsor BlockTrade.com.Blocktrade will be the first fully licensed security token exchange in Europe, focused on listing crypto assets, security tokens, and other tokenized financial instruments. By being fully MiFID II compliant they will enable crypto trading to institutional traders while unlocking huge amounts of liquidity with their primary market partners. If you’re someone who’s following the security token space, they have quite a few things to announce in the next couple of weeks, including their public beta launch.  Be sure to go to Blocktrade.com, hit the red subscribe button at the top, and get on their announcement newsletter.Welcome to part 2 of “Tokenize The World: A Security Token Documentary”This episode is a deep dive into the mechanics of how security token issuance and secondary trading fundamentally works on tokenized security platforms like Harbor and Polymath.For all the talk about the merits and drawbacks of security tokenization,

Welcome to Part 1 of “Tokenize The World: A Security Token Audio Documentary”I decided to create this series after learning that many of my preconceived notions about security tokens were just flat wrong, and that several individuals I respected and who otherwise were well-versed on crypto assets had misconceptions about security tokens, how and where they attempt to add value, why they might be needed, and the mechanics of how they work.My purpose here is not to convince you that security tokens and asset-backed tokens are valuable, or needed, but instead to simplify the complex and tell the story of the projects, makers, issuers, investors, and influencers driving adoption of security tokens.To create this content, I had conversations with leading thinkers and creators in the field. What I've found is that at every step of the way, the tokenization of securities, real estate, art, and other real-world assets is forcing us to re-examine old habits and ways of operating.Special thanks to all of our guests inc

My guest today is Stephen Mckeon, who is an economist and Professor of Finance at the University of Oregon's Lundquist School of Business. I had the privilege of interviewing Stephen for our upcoming three-part audio documentary on tokenized and asset-backed securities, as well as meeting him in person in New York a few weeks ago. This episode is a hyperfocused exploration of the economic forces affecting cryptoasset markets. Note: This Episode of Flippening is Made Possible by Nomics' free Cryptocurrency and Bitcoin API.The Nomics API offers squeaky clean and normalized primary source cryptocurrency trade data offered through fast and modern endpoints. Instead of having to integrate with a bunch of exchange APIs of varying quality, you can get everything through one screaming fast firehose. If you’ve found that you or your developer has to spend too much time cleaning up and maintaining cryptoasset datasets, instead of identifying investing/trading opportunities . . . or if you’re tired

Today's episode is part 2 of my conversation with Eric Meltzer.Our previous episode with Eric has gone on to become one of our most popular episodes to date and this is a second chance to hear from him.This episode stands on its own and includes a very compelling step by step strategy for bootstrapping a crypto nation-state.For some background, Eric is a partner at INBlockchain, China’s oldest and largest institutional crypto asset and blockchain fund with several billion under management, and he’s recently opened their US office in Boston.Please enjoy part 2 of my conversation with Eric Meltzer of INBlockchain. Note: This Episode of Flippening is Made Possible by Nomics' free Cryptocurrency and Bitcoin API.The Nomics API offers squeaky clean and normalized primary source cryptocurrency trade data offered through fast and modern endpoints. Instead of having to integrate with a bunch of exchange APIs of varying quality, you can get everything through one screaming fast firehose. If you’ve found that you or yo