In this episode of The Signal, Hugo Finkelstein, Co-Founder of Rise, joins us to share insights into the evolving world of crypto payroll. Learn how Rise is helping businesses globally manage payroll for remote teams, bridging the gap between t
In this episode, we're joined by Martin Carrica, Founder of Mountain Protocol, to dicuss the growing role of stablecoins in the global financial ecosystem, with a specific focus on how Mountain Protocol aims to provide a yield-bearing stablecoi
In this episode, FP Lee from Sanctum joins us to discuss the potential of liquid staking in the Solana ecosystem. He explains the concept of liquid staking, the technical differences between Solana and Ethereum, and why liquid staking offers un
In this episode, we discuss a few of Michael's recent viral tweets. We briefly cover Robinhood's crypto strategy before moving on to key updates in the crypto market, explaining why we feel the current setup is bullish. We also debate whether L
In this episode, we dive into the impacts of recent political chaos in the U.S. and its effects on the financial markets. The discussion covers an update on the Bitcoin ETF, including insights into the current buying activity, mining dynamics,
In this episode of The Signal, we dive into Robinhood's strategic entry into the crypto space and compare it to Coinbase's established position. The discussion covers Robinhood's history with crypto, partnerships with Arbitrum and MetaMask, and
In this episode of The Signal, we're joined by Joe Flanagan, Co-Founder of Maple Finance. The discussion covers Maple Finance's innovative approach using smart contracts to streamline institutional debt issuance and enhance transparency in fina
In Episode 9 of The Signal, we into into a market update, discuss our approach to due diligence and research in the crypto space, and provide a comprehensive analysis of Hivemapper, a decentralized physical infrastructure network on Solana. Joi
In Episode 8 of The Signal, we dive into the financial performance, technical differences, and market narratives surrounding Bitcoin and Ethereum. We discuss how Ethereum and Bitcoin should be evaluated as part of an investment portfolio, anal
In episode 7 of The Signal, we discuss the evolving landscape of crypto regulation, marked by last week's approval of the first Ethereum ETF and significant policy movements in Congress. We're joined by George Leonardo from Cap Hill Crypto to g
On Episode 6 of The Signal, Michael and Oskari are joined by a special guest, Daniel Batten, an expert in ClimateTech and ESG investing. Together, we dive deep into the intersection of Bitcoin, energy, and the environment. We discuss how Bitcoi
This episode of The Signal dives into the evolution of Coinbase, one of Wall Street's most misunderstood companies. Learn about Coinbase's transformation from a Bitcoin-only exchange to a key player in the web3 infrastructure space, with a mult
This episode provides an in-depth analysis of Circle and USDC, while also exploring the broader stablecoin landscape. The discussion highlights stablecoins as crypto’s killer use-case, Circle's transition from a Bitcoin wallet to a leading figu
In episode 3 of The Signal, Michael and Oskari take a deep dive into the onchain data landscape. They discuss various metrics and data points crucial for analyzing market cycles, comparing blockchain and dApps, and assessing the health and grow
In episode 2 of The Signal, Michael and Oskari discuss the current state of the liquid staking market on Solana.Resouces:1. The Liquid Staking Set-Up on Solana (And an analysis of Marinade Finance): https://thedefireport.io/research/the-liq
In episode 1 of The Signal, Michael and Oskari share Ethereum's Q1 Earnings Results. We recommend downloading a copy of the Q1 issue of The Ethereum Investment Framework to go along with this episode. If you're interested, you can do so her
Crypto is in a bull market, which means we should expect to see plenty of incoming FUD (fear, uncertainty, doubt) hitting our news feeds and timelines.In episode 20 of The Rundown, Michael and Shiv break it all down, including the following:-
In this week's episode of The Rundown, Michael and Shiv were joined by Chan Samadder, CFA and Head of Product at ETC-Group. Topics covered:- Chan's background in TradFi and his journey into crypto and digital assets- ETC-Group and the regula
In episode 18 of The Rundown, Michael and Shiv dive into the following topics as Bitcoin shot through all-time highs:- Bitcoin ETF Inflow Update- Pattern matching ---- what can we learn about new TradFi entrants so far this cycle?- Why did B
In this week's episode of The Rundown, Michael and Shiv share their approach toward building a Solana portfolio with an "aircraft carrier" approach. Additional topics covered:- The Bitcoin ETF inflows update- Onchain Data "cycle awareness" up
Tom Dunleavy, CIO of MC Capital joined Michael and Shiv on episode 16 of The Rundown. Tom provides a unique, boots-on-the-ground perspective of the crypto capital markets and shares plenty of alpha on what to expect in the next crypto cycle.
Are Stablecoins the new Euro Dollar?In episode 15 of The Rundown, Michael and Shiv go deep on Stablecoin data and how Tether is being used on Tron. Additional topics covered:- Bitcoin ETF inflow data- Similarities between the growth of sta
In episode 14 of The Rundown, Michael shares his current thinking on ETH vs SOL. We also covered the Bitcoin ETF flow data, the prospects for an Ethereum spot ETF by May, and how to spot trends using onchain data. We hope you enjoy the episod
Why is the market so bullish on real-world assets moving onchain in 2024? In Episode 13 of The Rundown, Michael and Shiv explore the sector from a data-driven view while also raising (and answering) the following questions:How large are these
In this week's episode of The Rundown, Michael and Shiv welcome the show's first guest, Juan Leon, Senior Analyst at Bitwise Asset Management.Topics covered:- Juan's background and why Bitwise is so bullish on crypto as an asset class- In