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🔈BidCast - New Interview with TN | PendleBoros from Pendle on $PENDLE We discuss: 📌 What's Pendle's edge in keeping its TVL sticky 📌 What 30 mm rev could go to w/ take-rate increase 📌 Its partnership with Ethena and expansion elsewhere 📌 How Boros and other efforts can... catapult fees Links 👇 Summary → YouTube → Timestamps 👇 00:00 Opening 01:06 Introduction to Pendle and Market Dynamics 04:17 Sustainability of YT Supply and Demand 07:17 Value Proposition and Market Strategy 09:54 Revenue Generation and Fee Structure 13:11 Partnerships and Institutional Products 15:59 Innovations in Trading and Collateral Management 31:37 Exploring Asset Variety and Revenue Streams 32:55 Understanding Market Mechanics and Liquidity 34:48 Position Sizing and Trading Volume Goals 37:20 Revenue Potential and Market Opportunities 40:40 Target Audience: Hedgers vs. Speculators 43:13 User Education and Adoption Strategies 45:28 Future Expansion Plans and Risk Management 48:50 Institutional Adoption and Real World Assets 51:58 Long-Term Vision and Market Potentialshow more

BidClub

5,264 subscribers

24,718 Aufrufe • vor 1 Jahr •via X (Twitter)

Finanzen Wissenschaft & Technologie Bildung

Anya Rossi• Live Now

Private livecam show

7 Kommentare

Profilbild von RightSide

RightSidevor 1 Jahr

@tn_pendle @pendle_fi @boros_fi What time is the alpha part

Profilbild von Lark Davis

Lark Davisvor 1 Jahr

Worried $104K was the top? Think again. The Pi Cycle Top Indicator nailed the last two peaks and it says we’re not there yet. 👉 Join 130K+ investors prepping for the next big cycle. Subscribe now.

Profilbild von Yoko

Yokovor 1 Jahr

@tn_pendle @pendle_fi @boros_fi pendle

Profilbild von Longfucius

Longfuciusvor 1 Jahr

@tn_pendle @pendle_fi @boros_fi That’s a great podcast episode. Much better than the previous one.

Profilbild von Ash

Ashvor 1 Jahr

@tn_pendle @pendle_fi @boros_fi pendle

Profilbild von Normie Osborn

Normie Osbornvor 1 Jahr

@tn_pendle @pendle_fi @boros_fi Pendle’s TVL stickiness thesis: 60% of their liquidity is just Ethena addicts chasing 35% APY meth. Now they’re selling shovels to the next yield farm with Boros. The only thing sticky here is the hopium residue.

Profilbild von MadBot

MadBotvor 1 Jahr

@pendle_fi @tn_pendle @boros_fi Great insights on maintaining TVL; it's all about the fundamentals!

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Chit Chat Stocks

32,053 Aufrufe • vor 4 Monaten

My $STRC discussion with Aldona, Alberto Mera, and David Battaglia. One of my favorite and most enjoyable podcast conversations to date. 0:01 – Introduction to the Episode 0:30 – Guest Introductions 1:04 – Overview of Bitcoin Strategy 1:31 – Designing Preferred Instruments 2:25 – Transition from Convertible Debt 3:23 – Launch and Success of STRK 4:14 – Evolution to STRC 5:02 – STRC's Unique Features 6:12 – Addressing Investor Concerns 7:33 – Innovation in Stability 8:29 – STRC's Market Position 9:46 – STRC as a Safe Haven 11:10 – Strategic Use in Portfolios 12:55 – STRC's Role in Capital Raising 14:25 – Future Growth Projections 15:44 – Risk Management and Strategy 17:14 – STRC's Potential Impact on S&P 500 18:45 – Regulatory Challenges and Opportunities 20:09 – Understanding Volatility and Sharpe Ratio 21:35 – Achieving High Sharpe Ratios 23:55 – Lessons from Financial Experiments 25:24 – Guidelines for Bitcoin Treasury Companies 27:51 – Leveraging STRC in Global Markets 30:28 – STRC as a Financial Backbone 32:32 – Expanding the Bitcoin Ecosystem 34:06 – Addressing Market Limits and Growth 36:42 – Balancing Growth and Stability 39:50 – Long-term Vision for Bitcoin 42:14 – Strategic Accumulation of Bitcoin 44:26 – Risk Management and Future Planning 46:16 – Addressing Market Manipulation Concerns 48:09 – Financialization and Market Dynamics 50:32 – Institutional Adoption and Impact 52:22 – Key Risks and Management Strategies 54:16 – Competitive Landscape and Strategic Positioning 56:33 – Leadership and Succession Planning 58:32 – Focus on Core Strengths and Opportunities 60:09 – Closing Remarks and Future Invitations

My $STRC discussion with Aldona, Alberto Mera, and David Battaglia. One of my favorite and most enjoyable podcast conversations to date. 0:01 – Introduction to the Episode 0:30 – Guest Introductions 1:04 – Overview of Bitcoin Strategy 1:31 – Designing Preferred Instruments 2:25 – Transition from Convertible Debt 3:23 – Launch and Success of STRK 4:14 – Evolution to STRC 5:02 – STRC's Unique Features 6:12 – Addressing Investor Concerns 7:33 – Innovation in Stability 8:29 – STRC's Market Position 9:46 – STRC as a Safe Haven 11:10 – Strategic Use in Portfolios 12:55 – STRC's Role in Capital Raising 14:25 – Future Growth Projections 15:44 – Risk Management and Strategy 17:14 – STRC's Potential Impact on S&P 500 18:45 – Regulatory Challenges and Opportunities 20:09 – Understanding Volatility and Sharpe Ratio 21:35 – Achieving High Sharpe Ratios 23:55 – Lessons from Financial Experiments 25:24 – Guidelines for Bitcoin Treasury Companies 27:51 – Leveraging STRC in Global Markets 30:28 – STRC as a Financial Backbone 32:32 – Expanding the Bitcoin Ecosystem 34:06 – Addressing Market Limits and Growth 36:42 – Balancing Growth and Stability 39:50 – Long-term Vision for Bitcoin 42:14 – Strategic Accumulation of Bitcoin 44:26 – Risk Management and Future Planning 46:16 – Addressing Market Manipulation Concerns 48:09 – Financialization and Market Dynamics 50:32 – Institutional Adoption and Impact 52:22 – Key Risks and Management Strategies 54:16 – Competitive Landscape and Strategic Positioning 56:33 – Leadership and Succession Planning 58:32 – Focus on Core Strengths and Opportunities 60:09 – Closing Remarks and Future Invitations

Chaitanya Jain

142,334 Aufrufe • vor 4 Monaten

Hash Rate - Ep. 75: Bittensor Bull Vibes $TAO +130% 🧙‍♂️Guest: JJ $TAO is up 130% this month. Why? And what's next? 00:00 Introduction and Excitement for BitTensor 02:56 Understanding Proof of Work and BitTensor's Unique Approach 06:09 The Evolution of BitTensor: From Single Network to Subnets 08:58 Incentive Mechanisms and the Role of Subnets 11:50 The Importance of Data Labeling and AI Development 14:59 Monetization and the Duality of Capitalism in BitTensor 18:07 Comparing BitTensor to Bitcoin Mining 21:01 The Future of Fiat and Cryptocurrency 24:00 The Role of Subnets in AI and Market Dynamics 34:40 The Evolution of BitTensor and Token Dynamics 42:20 The Future of TAO and Its Market Potential 50:06 Human Potential vs. Artificial General Intelligence 56:00 BitTensor's Unique Value Proposition 01:02:45 Upcoming Innovations and EVM Integration Get a Ledger: Messari Pro (15% off code): MARKJEFFREY15 Also Available on YouTube / Apple / Amazon / Spotify

Hash Rate - Ep. 75: Bittensor Bull Vibes $TAO +130% 🧙‍♂️Guest: JJ $TAO is up 130% this month. Why? And what's next? 00:00 Introduction and Excitement for BitTensor 02:56 Understanding Proof of Work and BitTensor's Unique Approach 06:09 The Evolution of BitTensor: From Single Network to Subnets 08:58 Incentive Mechanisms and the Role of Subnets 11:50 The Importance of Data Labeling and AI Development 14:59 Monetization and the Duality of Capitalism in BitTensor 18:07 Comparing BitTensor to Bitcoin Mining 21:01 The Future of Fiat and Cryptocurrency 24:00 The Role of Subnets in AI and Market Dynamics 34:40 The Evolution of BitTensor and Token Dynamics 42:20 The Future of TAO and Its Market Potential 50:06 Human Potential vs. Artificial General Intelligence 56:00 BitTensor's Unique Value Proposition 01:02:45 Upcoming Innovations and EVM Integration Get a Ledger: Messari Pro (15% off code): MARKJEFFREY15 Also Available on YouTube / Apple / Amazon / Spotify

Mark Jeffrey

55,939 Aufrufe • vor 1 Jahr

Full episode with Art of The CMS. This episode with Dan is a good overview of the current (macro) state of the market. Timestamps: 00:00 Introduction to Dan and CMS Holdings 03:00 Current Trends in Crypto Trading and Venture Capital 05:47 The Impact of Lending Market Changes 09:04 Traditional Finance's Role in Crypto 11:52 The State of Crypto Venture Capital 15:03 Market Dynamics and Bitcoin's Dominance 18:08 Meme Coins and Market Speculation 21:01 MicroStrategy and Bitcoin's Future 24:00 Self-Custody vs. ETFs in Bitcoin Investment 28:55 Leveraging Bitcoin for Loans 32:05 The Evolution of the Crypto Space 36:01 The Role of Twitter in Crypto 37:45 Market Dynamics and Capital Allocation 41:48 Innovations in Stablecoins 49:27 Navigating Fraud in Crypto Transactions 50:12 The Demand for Stablecoins and Interest Rates 51:16 The Role of Digital Dollars in the Crypto Ecosystem 52:05 Banking Challenges and Interest Distribution 53:08 The Origins of USDC and Historical Context 54:53 The Evolution of Communication in Crypto Trading 56:51 The Leap into Crypto: Early Days and Risks 01:02:42 Founding CMS: A New Venture in Crypto Trading 01:05:32 Navigating Market Crashes and Opportunities 01:08:54 Market Dynamics: The Impact of Recent Events 01:10:55 Health and Lifestyle Changes

Full episode with Art of The CMS. This episode with Dan is a good overview of the current (macro) state of the market. Timestamps: 00:00 Introduction to Dan and CMS Holdings 03:00 Current Trends in Crypto Trading and Venture Capital 05:47 The Impact of Lending Market Changes 09:04 Traditional Finance's Role in Crypto 11:52 The State of Crypto Venture Capital 15:03 Market Dynamics and Bitcoin's Dominance 18:08 Meme Coins and Market Speculation 21:01 MicroStrategy and Bitcoin's Future 24:00 Self-Custody vs. ETFs in Bitcoin Investment 28:55 Leveraging Bitcoin for Loans 32:05 The Evolution of the Crypto Space 36:01 The Role of Twitter in Crypto 37:45 Market Dynamics and Capital Allocation 41:48 Innovations in Stablecoins 49:27 Navigating Fraud in Crypto Transactions 50:12 The Demand for Stablecoins and Interest Rates 51:16 The Role of Digital Dollars in the Crypto Ecosystem 52:05 Banking Challenges and Interest Distribution 53:08 The Origins of USDC and Historical Context 54:53 The Evolution of Communication in Crypto Trading 56:51 The Leap into Crypto: Early Days and Risks 01:02:42 Founding CMS: A New Venture in Crypto Trading 01:05:32 Navigating Market Crashes and Opportunities 01:08:54 Market Dynamics: The Impact of Recent Events 01:10:55 Health and Lifestyle Changes

tristan yver

50,225 Aufrufe • vor 1 Jahr

In episode 25 of Launch Pad, I talk to Charles Allen, Charles Allen (charlesallen.eth) 🐢🦄, CEO of BTCS - an Ether treasury company. Charles talks about: - working in the early days of Bitcoin - pivoting to Ethereum - staking with Rocket Pool - what sets BTCS apart from DATs and much more! Check Linktree in the bio for links to watch/listen elsewhere. Chapters 00:00 Introduction to Charles Allen and BTCS 03:02 Charles Allen's Engineering Background and Early Career 05:26 Transition to Crypto and BTCS's Origins 11:10 Challenges and Strategies in Early BTCS 13:02 Pivoting to Bitcoin Mining 18:58 Developing a Digital Asset Strategy 21:07 Exploring Ethereum and Its Potential 25:08 Public Perception of Bitcoin and Crypto 29:48 The Boom of 2017 and M&A Deals 33:03 Navigating the Staking Landscape 36:50 Communicating Risks to Investors 38:06 Exploring Revenue Strategies 41:11 Regulatory Challenges in Staking 43:41 The SEC's Impact on Operations 50:07 Innovations with Rocket Pool 59:01 The Evolution of Digital Asset Treasury Strategies 01:04:32 Navigating Market Dynamics and Shareholder Interests 01:07:07 Investor Focus: Beyond Stock Prices 01:08:58 Leveraging DeFi: The Aave Strategy Explained 01:14:39 SEC Ruling Impact: Opportunities for Liquid Staking Tokens 01:18:53 The Future of Rocket Pool and Ethereum 01:22:56 The Evolution of Blockchain and Institutional Adoption 01:27:00 Ethereum's Role in the Future of Finance 01:32:37 Looking Ahead: BTCS's Strategic Vision 01:34:11 Personal Reflections: The Journey and Future Aspirations

In episode 25 of Launch Pad, I talk to Charles Allen, Charles Allen (charlesallen.eth) 🐢🦄, CEO of BTCS - an Ether treasury company. Charles talks about: - working in the early days of Bitcoin - pivoting to Ethereum - staking with Rocket Pool - what sets BTCS apart from DATs and much more! Check Linktree in the bio for links to watch/listen elsewhere. Chapters 00:00 Introduction to Charles Allen and BTCS 03:02 Charles Allen's Engineering Background and Early Career 05:26 Transition to Crypto and BTCS's Origins 11:10 Challenges and Strategies in Early BTCS 13:02 Pivoting to Bitcoin Mining 18:58 Developing a Digital Asset Strategy 21:07 Exploring Ethereum and Its Potential 25:08 Public Perception of Bitcoin and Crypto 29:48 The Boom of 2017 and M&A Deals 33:03 Navigating the Staking Landscape 36:50 Communicating Risks to Investors 38:06 Exploring Revenue Strategies 41:11 Regulatory Challenges in Staking 43:41 The SEC's Impact on Operations 50:07 Innovations with Rocket Pool 59:01 The Evolution of Digital Asset Treasury Strategies 01:04:32 Navigating Market Dynamics and Shareholder Interests 01:07:07 Investor Focus: Beyond Stock Prices 01:08:58 Leveraging DeFi: The Aave Strategy Explained 01:14:39 SEC Ruling Impact: Opportunities for Liquid Staking Tokens 01:18:53 The Future of Rocket Pool and Ethereum 01:22:56 The Evolution of Blockchain and Institutional Adoption 01:27:00 Ethereum's Role in the Future of Finance 01:32:37 Looking Ahead: BTCS's Strategic Vision 01:34:11 Personal Reflections: The Journey and Future Aspirations

waqwaqattack.eth

31,327 Aufrufe • vor 1 Jahr

Hash Rate - Ep 101: Bittensor Fund I - Investing in Subnets 🧙Guest: Michael D. White Michael D. White 00:00 Michael White's Background 02:52 Bittensor Fund Management 06:12 Investment Strategies and Market Dynamics 08:53 Subnet Tokens and Market Opportunities 12:02 New Money in the $TAO Ecosystem 20:52 Speculative Trading and Market Behavior 28:09 The Case for Staking on Exchanges 30:00 Learning from Binance's Success 31:43 Managed Investment Options for Exchanges 34:00 Anticipating Market Movements 38:58 The Unique Value of Bittensor 43:08 The Future of Open Source AI 47:49 Attracting Talent to Bittensor 50:56 Bridging to Other Platforms 54:00 Tools for Navigating the Subnet Ecosystem

Hash Rate - Ep 101: Bittensor Fund I - Investing in Subnets 🧙Guest: Michael D. White Michael D. White 00:00 Michael White's Background 02:52 Bittensor Fund Management 06:12 Investment Strategies and Market Dynamics 08:53 Subnet Tokens and Market Opportunities 12:02 New Money in the $TAO Ecosystem 20:52 Speculative Trading and Market Behavior 28:09 The Case for Staking on Exchanges 30:00 Learning from Binance's Success 31:43 Managed Investment Options for Exchanges 34:00 Anticipating Market Movements 38:58 The Unique Value of Bittensor 43:08 The Future of Open Source AI 47:49 Attracting Talent to Bittensor 50:56 Bridging to Other Platforms 54:00 Tools for Navigating the Subnet Ecosystem

Mark Jeffrey

42,908 Aufrufe • vor 1 Jahr

NEW PODCAST EPISODE! Will AI Kill Constellation Software? With Drew Cohen From Speedwell Research (00:00) Introduction (03:50) Understanding Constellation Software's Business Model (06:40) The Bear Case: AI Disruption and Market Concerns (15:45) Acquisition Strategy (19:45) Leadership Transition and Its Implications (28:29) Cultural Impact and Decentralization in Business (29:04) AI's Influence on Acquisition Strategies (31:48) Valuation Metrics and Market Perception (35:51) Stock Buyback? (43:11) The Unique Culture of Constellation Software Listen to full episodes of the Chit Chat Stocks Podcast on YouTube, Spotify, and Apple Podcasts $CSU

NEW PODCAST EPISODE! Will AI Kill Constellation Software? With Drew Cohen From Speedwell Research (00:00) Introduction (03:50) Understanding Constellation Software's Business Model (06:40) The Bear Case: AI Disruption and Market Concerns (15:45) Acquisition Strategy (19:45) Leadership Transition and Its Implications (28:29) Cultural Impact and Decentralization in Business (29:04) AI's Influence on Acquisition Strategies (31:48) Valuation Metrics and Market Perception (35:51) Stock Buyback? (43:11) The Unique Culture of Constellation Software Listen to full episodes of the Chit Chat Stocks Podcast on YouTube, Spotify, and Apple Podcasts $CSU

Chit Chat Stocks

33,278 Aufrufe • vor 6 Monaten