2nd Week of January, 2023
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0:00 Intro
3:00 MARKETS
5:40 Ultra Sound Money
https://ultrasound.money/
7:00 ETH BTC Ratio
8:50 Inflation
https://www.nytimes.com/live/2023/01/12/business/december-cpi-inflation-report
11:10 Leverage
Over-Leverage was the theme of the year, but how much leverage remain in the system this year?
Despite major blow-ups from incumbents like FTX, $BTC liquidations were down significantly in 2H'22 (26bn vs 12bn), suggesting that the majority of leverage has been washed out. pic.twitter.com/GVzrHfOmNl
— Jack (@YoniJMel) January 10, 2023
12:20 Have We Bottomed?
Has crypto bottomed?
— RYAN SΞAN ADAMS – rsa.eth (@RyanSAdams) January 12, 2023
16:30 Markets since 2020
22:30 DCG vs Gemini
Earn Update: An Open Letter to the Board of @DCGco pic.twitter.com/eakuFjDZR2
— Cameron Winklevoss (@cameron) January 10, 2023
25:00 Shutting Down
https://decrypt.co/118533/dcg-hq-shut-down-genesis-layoffs
26:00 Shareholder Letter
29:00 SBF Continued
Robinhood: https://twitter.com/WatcherGuru/status/1612444676904083457
$5 Billion: https://twitter.com/jconorgrogan/status/1613195331981697024/photo/1
Fraud: https://twitter.com/nic__carter/status/1612458140238225409
Substack: https://sambf.substack.com/p/ftx-pre-mortem-overview
36:10 Coinbase Layoffs
https://www.cnbc.com/2023/01/10/coinbase-to-slash-20percent-of-workforce-in-second-major-round-of-job-cuts.html
38:00 Binance Hiring
https://www.cnbc.com/2023/01/11/binance-plans-15-30percent-hiring-spree-in-2023-even-as-rivals-cut-jobs.html
41:00 NEWS
41:45 Arbitrum vs Optimism
https://twitter.com/WestieCapital/status/1612837614414880772
43:00 OpenSea Arbitrum Nova
https://twitter.com/opensea/status/1611486589087109124
44:20 L2 Bull Market
https://twitter.com/TrustlessState/status/1612534516094046208
45:20 Coinbase Rocket Pool
https://twitter.com/Jasper_ETH/status/1613318003738697730
47:40 PleasrHouse
https://twitter.com/PleasrDAO/status/1613217260511891460
49:30 Instagram NFT Projects
https://www.coindesk.com/web3/2023/01/11/top-nft-artists-are-launching-projects-on-instagram-and-selling-out-in-seconds/
51:50 Token Gated Lens
https://www.theblock.co/post/200859/lens-protocol-now-lets-creators-issue-token-gated-content
53:40 Rolling Stone PussyRiot
Our Rolling Stone Web3 Exclusive is now available for auction, with 100% net proceeds from the sale of this 1/1 Rolling Stone cover recreation, benefiting women's reproductive rights.
Head over to Coinbase marketplace to join the auction: https://t.co/v4eWtEIxPt pic.twitter.com/ZSBXK54xyl
— Rolling Stone (@RollingStone) January 11, 2023
54:48 Moonbirds Signs with UTA
https://cointelegraph.com/news/bluechip-nft-project-moonbirds-signs-with-hollywood-talent-agents-uta
56:00 Vance Spencer Take
LL/UTA deal is great
But the bigger vision is to create IP with open licensing APIs where anyone can use the IP for anything
i.e. UTA goes out of business and LL stops calling shots
The blockchain unlock will be moving IP licensing from scarcity to abundance mindset
— Vance Spencer (@pythianism) August 31, 2021
57:30 Game of Thrones NFT
https://mobile.twitter.com/Niftys/status/1587848208780230657
59:15 Backing USDC
Circle's most recent attestation report shows 30% of USDC's reserves – or $12.79 billion – are invested in its government money market fund, the Circle Reserve Fund, managed by BlackRock. This is up from 0% in October.https://t.co/ovcIMrezzM pic.twitter.com/1zNeyKue7K
— John Paul Koning (@jp_koning) January 8, 2023
1:01:30 BlockFi Cashout
CEO Zac Prince cashed out ~$9.3 million from his BlockFi account (about 70%) in early April, 2022.
He cashed out another ~$850k in mid-August, 2022, after the FTX "bailout".
And yes, I'm accounting for market declines. pic.twitter.com/cdG2jJWQAd
— Ben Hunt (@EpsilonTheory) January 9, 2023
1:03:30 Nexo Rekt
https://www.bloomberg.com/news/articles/2023-01-12/nexo-office-raided-by-bulgarian-police-probing-alleged-crimes
1:11:45 SEC Investigating Saber
SCOOP: The U.S. Department of Justice is investigating the two brothers behind Solana stablecoin exchange Saber, Ian and Dylan Macalinao, according to two people familiar with the matter. @realdannynelson reportshttps://t.co/NpKiyyqYcV
— CoinDesk (@CoinDesk) January 11, 2023
1:12:50 Lowest Funding in 2Y
1:13:50 JOBS
1:14:20 QUESTIONS from the Nation
Permissionless
https://blockworks.co/event/permissionless-2023/speakers
1:24:00 TAKES
1:25:00 NFT Brands
http://shorturl.at/aCGX8
1:27:00 Rally with Legs
If I had to guess, this rally has legs. People were so downcast near the bottom that lots are probably poorly positioned, and may end up chasing if they can’t take the FOMO. Doesn’t mean we don’t get a retest later, but a hated rally for a time makes most sense here. https://t.co/iwnTC81PAo
— Chris Burniske (@cburniske) January 9, 2023
1:28:00 Regretting 2022
1:32:30 What David’s Bullish On
https://twitter.com/TrustlessState/status/1613546998984019973
1:33:30 What Ryan’s Bullish On
1:35:00 MEME of the Week
https://twitter.com/0xGhost_/status/1613550278719987713
1:36:12 Moment of Zen
gm. To all the crazy dreamers fighting to keep this market alive… pic.twitter.com/cabEsMgT6W
— Vertical Dream (@vertical_dream) January 9, 2023
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
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