The Crypto Conversation

Andy Pickering is here with a weekly crypto market update where we look through the volatile world of crypto Twitter to tease out the most important narratives and data points. This week Bitcoin breaks US$46,000 while the U.S. senate has included draconian restrictions on the crypto ecosystem in the infrastructure bill. On the positive side, the last week has seen an awakening of political support for crypto, from all sides. Following the successful implementation of EIP-1559, can Ethereum become ultra sound money? Supporting links: Nexo Andy on Twitter Brave New Coin on Twitter Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.

Dave the Wave is a pseudonymous investor, trader, and technical analyst. A contrarian, Dave is respected on Crypto Twitter for his objective, rational approach to technical analysis. Dave's thesis is that Bitcoin is following his Logarithmic Growth Curve model. Logarithmic growth suggests exponential gains at the beginning that slowly taper off towards a plateau in the long term. Why you should listen: Dave the Wave has a gentleman's agreement with Plan B (stock to flow). If Bitcoin achieves a price above $100K by December this year, the stock-to-flow model will remain valid, and Dave's Logarithmic Growth Curve will be invalidated. If Bitcoin fails to break $100K by December, then stock-to-flow is invalidated and the Logarithmic Growth Curve remains valid. Dave says that Bitcoin is a nascent currency in the process of capitalization. There are periods of volatility in both directions as new people add and subtract liquidity in adoption waves. Bitcoin is following the path of gold that was capitalized over hundreds if not thousands of years, Bitcoin has already reached a market cap of 1T in just 12 years. Despite sometimes being misunderstood as bearish, Dave says that if Bitcoin follows the Logarithmic Growth Curve, Bitcoin will hit somewhere between $500k and $1million in approx ten years' time. Supporting links: Dave the Wave The Logarithmic Growth Curve Dave on Twitter The Bitcoin Liquid Index Nexo Andy on Twitter Brave New Coin on Twitter Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.

Jamie Burke is the Founder & CEO of Outlier Ventures. Jamie and his team are investors in and authors of The Open Metaverse thesis which explores how the Web 3.0 Stack extends beyond financial services into virtual worlds, gaming and decentralized economies. Why you should listen: Outlier has created a framework to assess and interrogate Metaverses, and a toolkit to design alternatives based on the principles of user centricity and sovereignty of identity, data and wealth. They call it the Open Metaverse OS, a shared and open operating system built upon the success of decentralized protocols, in particular DeFi and NFTs emerging in The Web 3 Stack. Jamie says it is important to understand that the beginnings of the Metaverse are already here and if we think of it as a far-off destination we will sleepwalk into not addressing some fundamental design choices and replicate what is broken about the Web today. Epic Games CEO Tim Sweeny said "The Metaverse is going to be far more pervasive and powerful than anything else. If one central company gains control of this, they will become more powerful than any government, and be a god on Earth." For this reason, it is crucial that the metaverse is designed on open and permission protocols. Supporting links: Outlier Nexo Andy on Twitter Brave New Coin on Twitter Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.

Mark Berisha is the CEO of APEcoin and MemeFarm, and a founding member of the BustaBNB DAO. APECoin embraces the viral nature of memes and builds DAO-based perpetual utility machines. Apecoin is developing BustaBNB for the Binance Smart Chain and they have just launched a new NFT marketplace and NFT-OTC solution. Why you should listen: APEcoin is an ecosystem for crypto enthusiasts and entrepreneurs who are building DAO-based perpetual utility machines. APEcoin incubates projects which focus on automated Defi solutions. MemeFarm is designed to automate the NFT ecosystem and allow users to mint, auction, buy and sell NFTs on the Binance smart chain. By using the NFT marketplace, users can solve many of the problems that exist in the altcoin OTC trading space. BustaBNB is an online crypto crash game with BNB as the primary play token. Users place a bet, watch the multiplier curve increase exponentially and click before the crash. BustaBNB was influenced by games like Bustabit, and Satoshi Dice. A BUST airdrop will occur for existing APE holders. Supporting links: APEcoin MemeFarm BustaBNB Nexo Andy on Twitter Brave New Coin on Twitter Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.

Iqbal V Gandham is VP of Payments & Transactions at Ledger. One of the best-known companies in crypto, Ledger has sold more than 3 million hardware devices and secures an estimated 15% of all crypto assets. Ledger is now preparing to make inroads into Web3. Why you should listen: As we move towards a world where all types of assets will be digitized, providing users with the most complete and secure user experience will be more important than ever. Ledger Live is an all-in-one digital asset management application that allows users to exchange, stake, and lend their crypto, interact with dapps and manage NFTs. When combined with Ledger's hardware, Ledger Live provides best-in-class security for users in the digital asset environment. Iqbal hints that a new Ledger hardware wallet is coming in 2022. Supporting links: Ledger Nexo Andy on Twitter Brave New Coin on Twitter Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.

Andy Pickering is here with a weekly crypto market update where we look through the volatile world of crypto Twitter to tease out the most important narratives and data points. This week markets are up as Amazon rumors and a short squeeze pump Bitcoin. Plus Elizabeth Warren says shadowy super coders are threatening the financial system, Tether is in the regulatory firing line, and CZ is ready to work with regulators. Supporting links: Nexo Andy on Twitter Brave New Coin on Twitter Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.

Tom Bilyeu is the CEO of Impact Theory and one of the world's leading motivational speakers. Tom is committed to pulling people out of the matrix. A successful multi-business entrepreneur, Tom's goal is to impact culture at scale. He plans to do this by building the next Disney. Impact Theory produces comics, graphic novels, books, television, film, interview talk shows and more. Tom is building an NFT universe that will leverage the unique properties of Manga, Anime, and blockchain to take Impact Theory to the next level. Why you should listen: Impact Theory is a revolutionary studio that produces original content on themes of empowerment, by bringing together some of the most talented creators, writers, and artists. The studio was started by CEO Tom Bilyeu, one of the planet's most successful entrepreneurs. Impact Theory distributes content across digital platforms including the emerging NFT space. The studio has built a loyal audience in the millions with over one billion social media impressions, and its catalog of content has hundreds of millions of views. Supporting links: Impact Theory Matthew Ball on the Metaverse Nexo Tom on Twitter Andy on Twitter Brave New Coin on Twitter Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.

Tess Rinearson is VP of Engineering at Interchain where she leads the team responsible for Tendermint Core, the leading BFT engine for building blockchains. Why you should listen: Interchain is responsible for stewarding foundational infrastructure for blockchain ecosystems. Their work helps secure billions of dollars in value across a variety of major blockchain projects, including Cosmos. The team is pioneering new protocols for interoperability across the entire blockchain ecosystem. The vision is to create a new interconnected ecosystem, a new internet of blockchains: The Interchain. In 2017 Tess published a popular Bitcoin explainer guide using emojis. Supporting links: Interchain Bitcoin Explained with Emoji Nexo Andy on Twitter Brave New Coin on Twitter Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.

Andy Pickering is here with a weekly crypto market update where we look through the volatile world of crypto Twitter to tease out the most important narratives and data points. This week markets are down as rising inflation pushes up food costs and the delta variant worsens the pandemic. Plus AXIE keeps mooning, stablecoins are in the regulatory firing line, and is CZ willing to work with regulators? Supporting links: Nexo Andy on Twitter Brave New Coin on Twitter Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.

Dean Tribble is the CEO of Agoric, the JavaScript-native smart contract platform with backing from Naval and Polychain Capital. Dean co-designed the negotiation process and contract for the first smart contracting system, AMiX. As a Principal Architect at Microsoft, he co-designed the Midori distributed object-capability operating system. As founder and CTO for Agorics, he architected the brokerage information system for Schwab's active traders and the WebMart electronic contract system for SunLabs. Dean has a fascinating perspective on the past, present, and future of blockchain. Why you should listen: Dean's life work can be described as creating software that lets humans cooperate better. He wants to use technology to give humanity leverage to accomplish our goals and create a more cooperative world. A Proof of Stake blockchain and JavaScript-native smart contract platform, Agoric offers developers and enterprises an interoperable ecosystem for deploying and managing DeFi applications. Agoric is a robust architecture for building secure smart contracts based in JavaScript for maximum reach. Agoric empowers developers to execute transactions, establish new markets, and craft novel exchanges — without centralized control. Agoric uses an object-capability (ocap) security architecture, in which access to a programming object itself is the authority to use the object. All kinds of digital assets can be created, but importantly, they can be transferred in exactly the same ways, with exactly the same security properties. Agoric's composable smart contract development environment provides reusable governance, lending, and trading components to propel the creators of the multi-chain DeFi economy. Supporting links: Agoric Nexo Andy on Twitter Brave New Coin on Twitter Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.