A Roundup of Our Guests’ Biggest Ideas w/ Anthony Pompliano from Morgan Creek Digital Assets – (Ep. 0037)

[Podcast] Flippening · March 15, 2019

This post was last updated on March 22nd, 2019 at 03:11 am

Top Ideas Anthony Pompliano Morgan Creek

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Description

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 Pompliano, co-founder at Morgan Creek Digital Assets. Listen in to hear what types of companies could outperform Bitcoin, what we got wrong about crypto in 2018, and why debt hasn’t gotten as much attention as it should.

Today’s episode is broken up into five chapters:

An introduction to Anthony and his investment thesis
A discussion of some of the most interesting ideas and episodes from the past 12 months
Some of the lessons we’ve learned making this podcast
My pick for best episode of the year
A quickfire round of the game “overrated/underrated”

In this episode we discuss:

Anthony’s background
The equity opportunities that Anthony 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 is overrated or underrated
Whether BNB is overrated or underrated

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[Podcast + Audiobook] A Two-Part Deep Dive Into Smart Contract Platform Investing w/ Katya Kovalenko at P2P Capital – (Eps. 0035 – 0036)

[Podcast] Flippening · March 8, 2019

Investing In Smart Contract Platforms - Katya Kovalenko - P2P Capital

Part 1: The Audiobook

Part 2: The Interview

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Investing in Smart Contract Platforms

Essays · February 8, 2019

Note: This guest post (which is over 10K words in length) is from the brilliant Katya Kovalenko at P2P Capital. Next week we’ll be posting an interview with her on the Flippening Podcast, with an audiobook version of this article coming the following week. Enjoy this deep dive.

–Clay

Intro

This post is a private investor’s take on the smart contract space and possible ways to evaluate and invest in smart contract platforms. By no means, should this be considered as the ultimate framework or as guidance of any kind. The discussed approach and analysis are purely subjective and are not intended as investment or financial advice.

The views expressed in this post are my own and might differ from those of other partners at P2P Capital, though our general vision about the smart contract space is in alignment.

Another important disclosure is that while I mention many projects in this post, not all of them are part of our firm’s or my personal investment portfolio, and I cannot endorse or verify claims of their future performance. My analysis is based on the public information, provided by these projects, and other analytical resources available in the public space.

You can check the list of P2P Capital portfolio projects here. I personally hold Bitcoin.

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Notice: Blocktrade.Com Completes a “Deep Data Integration” With Nomics.Com and Becomes an A+ Verified Exchange

Announcements · January 7, 2019

Today, we’re pleased to announce that Blocktrade.com (on target to be the first fully licensed security token exchange in Europe) has completed a “deep data integration” with the Nomics.com data platform. With this integration, Blocktrade.com becomes an A+ Verified Exchange on Nomics.com and enhances its exposure of trading pairs and markets to Nomics’ API users.

Blocktrade.com is in the process of becoming a MiFID II compliant crypto exchange. The new EU legislative framework aims to strengthen investor protection and improve the functioning of financial markets to make them more efficient, resilient, and transparent. By being fully MiFID II compliant Blocktrade.com will empower institutional traders to engage in crypto trading to while unlocking huge amounts of liquidity with their primary market partners. Nomics.com’s API provides a free crypto market data API (with no rate limits) and is the only market data API with gapless and normalized historical raw trade & order book data.

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[Podcast] Decentralized Exchanges: A 2-Part Deep Dive w/ Alex Wearn of IDEX & Aurora DAO

[Podcast] Flippening · December 27, 2018

This post was last updated on March 8th, 2019 at 12:30 pm

Part 1

Part 2

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Part 1 Description

This is part 1 of a series on decentralized cryptocurrency exchanges. I am joined today by Alex Wearn: Co-founder and CEO of Aurora Lab (IDEX).

This deep dive will be broken up into 10 chapters:

Chapter 1: A primer on decentralized exchanges and the problems they actually solve
Chapter 2: A step-by-step walkthrough of trade execution through post-trade settlement
Chapter 3: A history of decentralized exchanges
Chapter 4: The components and attributes of a decentralized exchange
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

In this episode, Alex and I will concentrate on the first five chapters. Listen in to hear what Alex has to say about the problems that a decentralized exchange solves, the smart contract-based approach, and the history of decentralized exchanges.

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