A friend and I are starting a crypto podcast because we’re middle aged crypto nerds who want to hear ourselves talk.
I’ll be posting the links here, and often. We’ve already recorded 4 episodes and will publish them soon, and will also invite guests in the future
There’ll be brief takes on the state of the market and recent crypto news, but the podcast focus will be crypto-related media (like blogs, tweets, and podcasts) that we recommend and why. There’s just an endless torrent of good content, and we want to get wet and then share the water drops (great metaphor right)
Here are some examples that I’ll probably mention in future episodes:
—
Reality check on state of crypto today and what causes the bubbles / cycles:
https://threadreaderapp.com/thread/1592177325906726912.html
Imagine a world where the most active investors in traditional finance are Nasdaq Ventures and the NYSE, and the financial information on those listed securities is opaque. That is our reality in the crypto sector. This is what we have created
—
Approximately 9 minutes into this episode of All-In, Chamath gives the best explanation of what’s happening with the SBF / FTX fraud circus and mainstream media’s role in it:
https://pca.st/episode/5486ca04-b7c7-4ec8-a57e-65128ed0da7f?t=587.0
—
Perhaps my favorite bitcoin analyst, David has rare perspective from decades in tradfi and a unique lens to look at bitcoin price action (namely, focusing on whales):
https://david06280728.substack.com/p/month-end-analysis-b95
That said, and as I intimated above, it is always darkest before dawn and investor sentiment is as dark now as at any point over my thirty years of investing. I suspect a lot of readers did not experience firsthand how frightening the dot-com bubble and GFC were, but I did, so I can assure you that the FUD then was no less compelling than the FUD right now
—
Philosophical reflection on crypto market cycles and why we’re here
Free will perhaps exists on micro levels – individual and local – but on a broader scale, the human condition seems to be solidified in its ways and patterns. Markets are a great example where this constantly plays out – especially in the relatively nascent, less-regulated, more free-market crypto space where multiple cycles have occurred, all culminating and correcting in eerily similar ways.
—
Thorough explanation of the short and long-term debt cycles as popularized by Ray Dalio (through a bitcoiner’s lens)
In a free-market capitalist economic system, the most important pricing mechanism is that of money. When there is a monopolist institution setting the price of money, the market is inherently not “free.” There is nothing free about reducing the price of money whenever there is an economic downturn, including the most recent injections of hundreds of billions and now trillions of dollars into financial markets whenever a major liquidation of malinvestment occurs.
—
One of the more thorough newsletters covering crypto news with brief but thoughtful takes:
https://page1.substack.com/p/round-tripping-677
—
Ending with the tooting of my own crypto horn:
https://kevinhabits.com/when-things-become-free/
https://kevinhabits.com/bitcoin-is-a-simple-asset-david-andolfatto/