Raoul Pal on the Inevitability of Crypto @UpOnly

UpOnly In this episode, Cobie & Ledger cover the gamut with global macro thinker and investor Raoul Pal: everything from bitcoin to the metaverse. It's a must watch.

Real Vision Crypto: realvision.com/crypto
Raoul on Twitter: twitter.com/RaoulGMI

This episode, like all episodes of UpOnly, is presented by Blockfolio. Make your first trade today: uponly.tv/blockfolio

00:00 - Intro
2:50 - Raoul’s background
6:30 - Why Bitcoin over gold?
11:10 - Ethereum and other crypto assets
15:09 - Metcalfe’s Law / Network Effects
16:00 - Analyzing networks
17:50 - Other alts
23:20 - Attention economy
25:40 - Debt super cycle
31:55 - Signals that would invalidate thesis
35:25 - Country adoption
39:35 - Fading the crowd
44:48 - More on network effects
49:20 - Coinbase direct listing
50:44 - ETH 2.0 top
53:50 - Metaverse
1:03:05 - JP Morgan’s strategy
1:04:15 - Inflation / cutting inflation
1:06:40 - Paul Tudor Jones
1:08:30 - Exit strategy
1:11:55 - BlackRock
1:15:25 - Bubbles
1:17:40 - Growing wealth over time
1:22:00 - Digital currencies / digitized world
1:29:40 - Privacy and social issues
1:31:30 - Michael Saylor
1:34:40 - Free alpha

updated 3 years ago

Raoul Pal on the Inevitability of Crypto

UpOnly 2021-06-15 | In this episode, Cobie & Ledger cover the gamut with global macro thinker and investor Raoul Pal: everything from bitcoin to the metaverse. It's a must watch.

Real Vision Crypto: realvision.com/crypto
Raoul on Twitter: twitter.com/RaoulGMI

This episode, like all episodes of UpOnly, is presented by Blockfolio. Make your first trade today: uponly.tv/blockfolio

00:00 - Intro
2:50 - Raoul’s background
6:30 - Why Bitcoin over gold?
11:10 - Ethereum and other crypto assets
15:09 - Metcalfe’s Law / Network Effects
16:00 - Analyzing networks
17:50 - Other alts
23:20 - Attention economy
25:40 - Debt super cycle
31:55 - Signals that would invalidate thesis
35:25 - Country adoption
39:35 - Fading the crowd
44:48 - More on network effects
49:20 - Coinbase direct listing
50:44 - ETH 2.0 top
53:50 - Metaverse
1:03:05 - JP Morgan’s strategy
1:04:15 - Inflation / cutting inflation
1:06:40 - Paul Tudor Jones
1:08:30 - Exit strategy
1:11:55 - BlackRock
1:15:25 - Bubbles
1:17:40 - Growing wealth over time
1:22:00 - Digital currencies / digitized world
1:29:40 - Privacy and social issues
1:31:30 - Michael Saylor
1:34:40 - Free alpha

The regulatory landscape for crypto post-FTX, with Rebecca Rettig and Peter Van Valkenburgh

UpOnly 2022-12-01 | Cobie & Ledger are joined by Rebecca (Chief Legal and Policy Officer at Aave) and Peter (Director of Research at Coin Center) discuss the regulatory landscape in the wake of the FTX failure.

00:00 - Intro
02:00 - SBF and FTX
05:25 - Regulatory Sentiment / Reputational Fallout in DC
17:25 - Tornado Cash / Experience working in the industry
25:30 - SBF and Congress / DeFi
40:50 - Was SBF trying to kill DeFi? / Bills and Legislation
57:30 - OFAC / Sanctioned Wallets / Financial Privacy
1:13:40 - Should technology have an entirely new regulatory framework?
1:20:45 - Financial Surveillance / More on DeFi
1:32:10 - What does the future hold?
1:39:45 - Questions from the chat / Regulatory Uncertainty

Mt. Goxs Mark Karpelès on Navigating Crypto Exchange Bankruptcy

UpOnly 2022-11-29 | In this episode of UpOnly, Cobie & Ledger talk to Mark Karpelès, the former CEO of Mt. Gox, at the time the world's largest crypto exchange that failed and went through Bankruptcy. He talks about that process, and his thoughts on today's iteration of a similar situation with FTX.

00:00 - Intro
02:10 - Mark’s Mt. Gox Story
10:45 - Bankruptcy Filing at Mt. Gox and how it compares to FTX
21:38 - FTX Auditors / US vs. International
25:49 - Incentives for Bankruptcy Lawyers and Liquidators / Regulatory Corruption
37:30 - Bankruptcy Timeline / Mark’s thoughts on SBF
47:40 - Mark’s thoughts on the industry
56:00 - DeFi / Mt. Gox’s Bitcoin holdings
1:11:10 - Volatile Assets / Upside Opportunity for Creditors?
1:16:00 - Craig Wright / Jed McCaleb
1:22:20 - Silk Road and Dread Pirate Roberts / Ross Ulbricht
1:27:10 - Are there State Level Actors present in crypto? / Prison time
1:36:43 - Legal response to crypto / Will SBF go to jail?
1:42:40 - What is the best care outcome?
1:52:45 - Satoshi / Willy Bot / Litecoin / Closing thoughts

FTX wallets drained while were on air with FTX team member

UpOnly 2022-11-12 | Cobie & Ledger talked to Zane Tackett, who directed institutional sales at FTX until just a couple days ago, and was working to help find solutions for the gap directly with top team members. And while we're getting the story of what's happened the last week, wallets start getting drained. We streamed for three hours and didn't always say a lot, but here's the whole thing.

00:00 - Intro
02:30 - Zane Intro / What was his role?
07:50 - Comparing FTX to the Bitfinex hack
10:05 - Lack of Communication from Sam
18:45 - What was it like to work at FTX? / Internal Controls Structure
35:45 - Alameda’s track-record
40:28 - FTX hacked on-air / Speculating on who the hacker could be
1:09:15 - Zane leaves / Comparing this to Mt. Gox
1:17:35 - Recapping the series of events / Internal Permissions
1:27:25 - What do hackers do with the funds? / Sam Trabucco
1:41:50 - Hackers set up a Multi-Sig / FTX App tries to push an update
1:56:30 - Speculation and banter / Will there be a movie made out of this?
2:13:08 - Caroline and Alameda
2:17:25 - New podcast ideas and industries
2:22:30 - Hack talk / Old Su Zhu tweets / FTX ICO
2:34:00 - Elon Musk / Twitch Chat
2:41:58 - Did SBF cause the 3AC blowup? / Multicoin Capital / Auditors
2:55:35 - Final thoughts

UpOnly + Bankless

UpOnly 2022-11-10 | Cobie and Ledger join Ryan and David of Bankless to cope together and try and put some of the pieces back in order.

00:00 - Intro
03:30 - Update / Binance Walks Away / $8 Billion hole
14:50 - BitBoy and SBF / Sponsorships and Accountability
24:30 - How do outsiders see the industry? / At what point did SBF know?
31:20 - Multicoin Capital / Gods of 2021 / Alternate Exchanges
39:00 - Improving the User Experience for Normies / Wallet solutions
44:35 - Winklevoss Twins / How many people at FTX knew? / Politicians
51:10 - Effective Altruism / Responsibility
1:01:08 - TRX / Tron / Justin Sun
1:08:30 - Solana
1:15:45 - Network Effects, DeFi / How many years did SBF set the industry back?
1:31:25 - Comparing this impact to other events / Mentality moving forward
1:44:00 - Incentives and people in power / NFTs / Parsing out what is valuable
1:55:50 - Will there be another cycle? / GaryVee
1:58:55 - Final Thoughts / Crypto Winter

FTX is liquidated

UpOnly 2022-11-08 | In this episode of UpOnly, Cobie & Ledger talk the rapid downfall of FTX and acquisition announcement by Binance. We're joined by the CEO of Wintermute, Jim Talbot, Gainzy, Do Kwon, and Martin Shkreli.

00:00 - Intro
02:40 - FTX and FTT blowup / Alameda
18:00 - Insolvency / How could this have happened? / FTT as Collateral
29:30 - Evgeny Gaevoy joins / How intertwined were FTX and Alameda?
34:40 - Jim Talbot joins / More Speculation
46:20 - How does this keep happening? / How big is the liquidity shortfall?
54:00 - Could a new player emerge? / Sam Trabucco
59:15 - Solana / Can FTX come out of this? / Jim’s trades
1:12:20 - Do Kwon joins / LUNA collapse and aftermath
1:37:10 - Martin Shkreli joins, and shares his thoughts
1:44:50 - Was FTX using customer funds? / Potential legal ramifications for SBF
1:54:35 - Coordinated prosecutions / Legal fallout
1:59:40 - Ethics in Investing / Where is the ethical boundary?
2:06:13 - Who else could be impacted? / Lenders and Investors
2:10:00 - Gainzy joins / Catalyzing the bank run
2:27:40 - FTX Audit / Proof of Reserves / Borrowing Money / Jim Cramer

Crypto bear market updates, with Cobie & Ledger

UpOnly 2022-11-02 | Cobie and Ledger catch up for the first time in a couple months and discuss what's new, or not so new, in the market.

This episode is presented by FTX. Trade on an awesome mobile interface fee-free, and still get all the great portfolio tracking features you know and love: uponly.tv/ftx

00:00 - Catching Up / How was Ledger’s UK trip?
05:40 - General Banter / Su Zhu
11:50 - Yield and Stablecoins / Ledger’s Trades
16:00 - The Layer 1 Top / APTOS, SUI / Elon and DOGE
36:40 - Michael Saylor Episode and His Thesis
42:20 - Caroline from Alameda / Sam Trabucco
46:40 - The Fed and Interest Rates / Macro
55:45 - Crypto Bull Market / Past Cycles / Next Trends
1:10:40 - Zuckerberg and Facebook / Going Back in Time to Change One Thing
1:16:10 - AI Tweets / Snowden
1:19:55 - Price / Is there a chance we bottomed?
1:27:30 - SBF vs. Erik Voorhees Debate / FTX
1:41:00 - What Does Cobie Hope to See? / Taylor Swift / Checking the Price

Will crypto make new all time highs, and will Ethereum topple Bitcoin post merge?

UpOnly 2022-08-26 | In this episode of UpOnly, Cobie & Ledger are joined by Mayne, Kaleo, and Keyboard Monkey to discuss the market outlook, including potential flippenings, crypto narratives, and more.

Presented by FTX: uponly.tv/ftx

00:00 - Intro
03:40 - What has everyone been up to?
12:28 - How has Mayne been trading?
18:50 - Charting NFTs / Are NFTs just altcoins with pictures?
34:30 - Ledger’s car fleet idea / Real world blockchain applications
49:30 - Opinions for the next year? / Macro, Bitcoin, Ethereum
1:01:01 - Is Bitcoin Silver 2.0? / Potential Flippening
1:18:40 - USD Pairs / Global Debt Denomination
1:21:30 - Echo Bubble
1:28:00 - FTX and Alameda
1:31:20 - Bitboy Lawsuit / Paid Promotion Business Models / Sponsorships

Untitled Crypto Podcast, episode 3

UpOnly 2022-08-18 | No fuckin clue tbh. Audio is fucked towards the end, dunno why, can't afford a new mic anymore

Crypto Narratives with Cobie & Ledger

UpOnly 2022-08-04 | In this episode of UpOnly, Cobie and Ledger roll with no guest to talk about a variety of things we are unqualified to talk about, including what narratives might perform well, macro stuff, and crypto funds.

Presented by FTX: uponly.tv/ftx

00:00 - Intro / What have Cobie and Ledger been up to?
03:00 - Legacy Markets / Funds
09:50 - Incentives / Raising Money and Future Fund Performance / Lock-ups
30:26 - Hedging and Perps / FTX and Coinbase / Tax Reporting
39:50 - Bear Market Rally Alt Season / The Merge Trade
47:50 - Talking about Crypto in a Bear Market / Avoiding Shilling on the Podcast
52:00 - What Will do Well Next Cycle? / What Will Never Come Back? / Effects of Scaling
1:05:00 - Future Market Outlook / Inflation / Recession / Impact on Real Assets
1:22:15 - Population Growth and Creating Demand / Macro
1:32:25 - Price Thoughts / More on Crypto’s Future Outlook and Cycles / 3AC

Zooko on privacy and crypto history

UpOnly 2022-07-28 | In this episode of UpOnly, Cobie & Ledger talk to Zooko Wilcox-O'Hearn, the co-creator of Zcash and the CEO of the Electric Coin Company, and early cryptocurrency advocate.

Presented by FTX: uponly.tv/ftx

Crypto Cope with Cobie & Ledger

UpOnly 2022-07-01 | Crypto Cope Session with Cobie and Ledger, presented by FTX: uponly.tv/ftx

00:00 - Intro
02:20 - Current Thoughts / Is Everything a Scam? / Lending Practices
18:30 - How Ledger got Rugged at a Rodeo
22:53 - The UpOnly Guest Curse
30:20 - FTX to buy BlockFi / SBF’s Strategy
38:20 - 3AC Fallout
48:40 - Past Podcast Appearances / Analyzing Current Schemes / UST Debacle
1:03:00 - State of the Market / DeFi
1:12:00 - Creating Real World Value / Stocks and Yield
1:15:40 - Ethereum Stock Split / Selling at the Top
1:18:00 - What is Coinbase Doing? / Have They Fumbled the Bag?
1:27:40 - Solana Phone
1:34:30 - WorldCoin
1:37:10 - Stupidest Things That Have Happened / NFTs
1:43:30 - Alt-Layer 1 Trade Recap / BSC Pump Recap / What Will Happen to Useful Tokens in the Future?
1:52:15 - Nic Carter / Bitcoin Maxis / Altcoins
2:00:10 - Post Bitcoin Maximalist Mindset

How to cope during the bear market

UpOnly 2022-05-26 | In this episode of UpOnly, Cobie & Ledger talk to Keyboard Monkey and Flood Capital about what to do and how to manage through the bear market.

Down Badly

UpOnly 2022-05-19 | UpOnly returns with Cobie and Ledger, as they are joined by Cred and Jim Talbot to discuss the state of the market.

Presented by FTX: uponly.tv/ftx

00:00 - Intro (Down Badly)
01:40 - How has everyone been?
08:50 - Crypto involvement over the past few months / Current market structure
14:50 - LUNA and UST debacle / USDT thoughts
17:00 - Current Outlook and Portfolio Construction / Trading vs. Investing
24:30 - How long could this bear market be? / Macro outlook
33:15 - What happens next? / More macro / Timing the market
43:20 - LUNA debacle / VCs / Fully Diluted Valuations and Lock-ups
1:05:35 - APE Coin thoughts / NFTs and overall outlook / BAYC
1:19:20 - What is undervalued in the world, and has the potential to go Up Only?
1:30:20 - Can Bitcoin continue to be a high beta asset? / Is it sticking as an inflation hedge?
1:42:15 - Questions from the chat / Alpha

Crypto Narratives with Frank Chaparro

UpOnly 2022-03-31 | In this episode of UpOnly, Ledger interviews Frankie "Scoops" Chaparro, from The Block. They discuss narratives of the last month since UpOnly has been off, from LL/Yuga acquisition, to crypto politics, and more.

Presented by FTX: uponly.tv/ftx

Jump Crypto President Kanav Kariya on the Wormhole hack, market making, and crypto outlook

UpOnly 2022-02-10 | In this episode, we are joined by Jump Crypto President Kanav Kariya, who leads a team of 140 inside one of the largest market making companies in the world.

Presented by FTX: uponly.tv/ftx

00:00 - Intro
1:47 - What is Jump Crypto
9:20 - What type of people get hired at Jump?
12:40 - Crypto vs. Traditional Finance / How competitive are the markets?
16:40 - Market Maker Automation and Dynamics
22:40 - Security Strategies / Key Management Within the Company
26:40 - Opinions on Market Trends / Things You Have Gotten Right
30:10 - Positioning Based on Macro / Institutional Narrative
35:20 - Wormhole Hack
44:50 - Governmental Response to Hacks and Exploits
46:40 - Ethereum Killer Narrative
51:47 - Things That You Don’t Understand
57:20 - Rollup Centric vs. Multichain Future / Wormhole
1:05:50 - Other Jump Related Projects
1:09:55 - The Future of MEV
1:15:00 - DeFi’s Poor Performance / DeFi Summer
1:18:40 - Final Questions
1:23:50 - Alpha

Untitled Crypto Podcast, episode 2

UpOnly 2022-02-09 | Another two hours of not discussing very much of value.

Untitled Crypto Podcast, episode 1

UpOnly 2022-01-29 | An untitled crypto podcast where we talk about nothing for 2 hours.

Michael Saylor: Bitcoin is the Best Property in the World

UpOnly 2022-01-26 | In this episode of UpOnly, Cobie & Ledger talk to Michael Saylor, CEO of MicroStrategy, and one of the biggest advocates for Bitcoin in the world.

Presented by FTX: uponly.tv/ftx

00:00 - Intro
02:30 - Saylor’s Crypto Journey / Preserving Buying Power
23:20 - Shifting From a Defensive Treasury Reserve Strategy to a Capital Raise Mechanism
35:50 - MicroStrategy
38:50 - Crypto’s Cyclical Nature / Monetary Policy / Monopolies and Inflation
53:10 - Bitcoin vs. Other Cryptocurrencies / Bitcoin as Digital Property
1:05:05 - Network Effects / Digital Property / Regulatory Compliance
1:28:50 - Investment Thesis / Portfolio Strategy / Understanding The Risks
1:37:22 - Manhattan Analogy / Bitcoin’s Transactional Activity
1:53:15 - Crenshaw Memo / Regulatory Compliance / DeFi
2:00:45 - Alpha

Vitalik Buterin on Ethereum and immortality

UpOnly 2022-01-20 | In this episode of UpOnly, the creator of Ethereum Vitalik Buterin talks origin stories, his motivation, the future of Ethereum, and even biological sciences.

Presented by FTX: uponyl.tv/ftx

Full show notes: uponly.tv/vitalik-buterin-on-ethereum-and-immortality

Timestamps

0:00 - Intro
1:30 - What does Vitalik do outside of crypto? / The Invention of Language
5:50 - What did Vitalik imagine himself doing before crypto?
8:57 - OG Canadian Crypto Scene / What do you wish you had done differently?
13:30 - Future Plans Outside of Ethereum
15:30 - Family and Crypto
16:50 - Ethereum Alternatives
20:35 - Proof of Stake / NFTs
28:15 - Where The Future is Going / Crypto Beyond Financialization
32:25 - Ethereum Sharding / zk-STARK / MEV
36:10 - User Experience Hurdles / Multisig / Reducing Risk
41:37 - Who is Satoshi Nakamoto?
43:35 - Donating SHIBA to Charity
46:25 - Best Vitalik Memes
50:06 - Multi-Chain Future vs. a Cross-Chain Future / Layer 2 / Systemic Risk
58:30 - Layer 2 Decentralization
1:00:05 - Implications of zkEVM
1:04:03 - Archivability of Blockchains
1:07:14 - Security and Risks / Simplicity of Code / Web Standards
1:12:25 - Privacy
1:14:42 - Anti-Aging / Immortality / Adopting New Technology
1:29:17 - Multi-planetary World / Antarctica / Cultural Shifts
1:35:40 - Important Social Trends
1:38:30 - Alpha

Cobie

UpOnly 2021-12-17 | In this episode, we turn the mic on Cobie and Ledger interviews him about his story and all things crypto. It's one for the ages.

Presented by FTX: uponly.tv/ftx

00:00 - Intro
02:05 - How did you make it through all of these years? / Early days of crypto
09:40 - Initial cost basis / How did you grow your stack?
16:05 - Bubbles and Tops
19:15 - Did you believe in Bitcoin’s mission?
24:16 - Who else was around early on? / Mt. Gox
33:22- Charts and Psychology / Embracing Trading
39:00 - Life Changing Money
47:20 - The meta game and strategy of the early days
49:58 - Thinking Probabilistically / Maximizing EV / HODLing
59:32 - Supercycle and Max Pain
1:08:19 - Ethereum / Getting past the bear market / DeFi
1:22:10 - Cobie’s Past Roles at Crypto Companies
1:26:00 - Proof of Stake blockchains / ETH 2.0 / Scaling / EVM
1:50:00 - How do you avoid blindness and maximalism? / Finding the meta game
1:58:23 - Predicting Future Narratives
2:05:41 - Quick break
2:07:41 - Dog Coins / DOGE/ How to approach the market?
2:23:40 - Themes That Could Thrive or Die in a Bear Market
2:38:10 - Providing value for the UpOnly audience
2:43:30 - Best Careers and Roles Within Crypto / Project Founders
2:52:57 - DAOs
3:05:10 - Sharing Ideas / Having a group of friends / Maximalism
3:23:45 - Can crypto still make the world a better place?
3:32:50 - The Future of Base Money
3:36:45 - Discovering Narratives / The Meta Game / Risk
3:48:50 - Free Alpha

Ethereum co-founder and ConsenSys founder Joseph Lubin on the inevitability of Ethereum

UpOnly 2021-12-09 | In this episode, one of crypto's most influential leaders joins Cobie & Ledger to discuss the entire Ethereum ecosystem. Joseph Lubin co-founded Ethereum and then created ConsenSys, one of the largest and most prominent crypto product companies around.

Presented by FTX: uponly.tv/ftx
twitter.com/ethereumjoseph

00:00 - Intro
02:15 - Background and Inspiration for Ethereum
18:40 - Browser Wallets / MetaMask
24:28 - Ethereum’s Scalability / NFTs
39:34 - Institutional Crypto FOMO
49:05 - Governments and Digital Currencies / Liquidity and Elasticity
1:00:15 - Alternate Layer 1s / High Gas Fees / Multichain Future / Web3
1:13:40 - How can Ethereum maintain its ability to make changes as it grows?
1:23:35 - Favorite Memes
1:26:46 - MEV / WEV
1:30:45 - Digital Identity
1:40:45 - Daily Active Users
1:44:00 - Free Alpha

Macro crypto narratives and investing via first principles, with Jordi Alexander

UpOnly 2021-12-07 | In this episode of UpOnly, Cobie & Ledger talk to Jordi Alexander, who uses a system of first principles based analysis and a macro outlook to invest in crypto.

Presented by FTX: uponly.tv/ftx

twitter.com/gametheorizing

00:00 - Intro
02:40 - Background / How Jordi got into crypto
07:35 - Su Zhu DOGE debate / Game theory / Meme stocks
11:50 - Will there be a rotation to underlying value and utility? / Accumulating more Bitcoin
14:45 - Bitcoin as a store of value / Bitcoin’s role in a bear market
17:00 - How the game has changed / Correlation to macro / Wealth inequality
19:26 - Does Bitcoin reduce economic activity? / Gold
24:38 - How does crypto translate to moral equality?
27:30 - Crypto market segments / DeFi / Layer 1s / Securities
34:20 - Macro outlook for 2022
39:00 - Fundamental value vs. Tokenomics / NFTs / Ponzis
48:50 - OHM and Game Theory
53:55 - Richard Heart and HEX
1:03:00 - Web3 / Ownership economy / NFTs
1:19:00 - Crypto Twitter / Trading vs. Investing / Protecting gains
1:28:00 - Crypto market outlook 2022 / What can extend this cycle?
1:33:30 - Su Zhu and Crypto Twitter
1:35:40 - CIA involvement in crypto / Ethereum’s dynamic nature
1:42:45 - What is money? / Ethereum compared to AWS
1:52:50 - How to measure efficiency? / Efficient markets
1:56:20 - Questions from the chat
2:11:38 - Free alpha

Trader Stream with ISO, SZ, and Abe

UpOnly 2021-12-02 | In this episode of UpOnly, Crypto ISO, SZ, and Abe come on to talk markets, from metaverse narratives to futures scalping.

Presented by FTX: uponly.tv/ftx

00:00 - Intro
03:20 - General Background
11:15 - Ethereum and Bitcoin
13:40 - What does Abe trade? / Leverage trading
18:26 - Advice for new traders
26:33 - What is ISO up to? / Metaverse and Gaming
33:50 - More on the Metaverse and Gaming
41:32 - Holding big winners
45:38 - Thoughts on the Bitcoin chart
51:48 - Outside criticisms of Bitcoin and crypto
57:30 - Maximalism
1:01:05 - Macroeconomics / COVID shock / Inflation / Corrections
1:11:14 - Dog coins
1:14:44 - Bearish propaganda / Max pain / Grayscale
1:20:55 - New narratives
1:26:20 - The Layer 1 narrative / Unlocks / Will DeFi charts catch up?
1:40:05 - Does Adam do any DeFi?
1:43:40 - Free alpha

Hentai Avenger and Ansem on trading, trends, and market cycles

UpOnly 2021-12-01 | In this episode of UpOnly, Cobie & Ledger talk to two traders who have been on fire: Z (@blknoiz06) and Hentai Avenger aka Bob (@HentaiAvenger66)

Presented by FTX: uponly.tv/ftx

twitter.com/blknoiz06
twitter.com/HentaiAvenger66

00:00 - Intro
03:00 - How did you get here? / Good calls and hot streaks
09:00 - Missing out / Bull market post March 2020 crash
13:20 - How did you get into this? / E-Sports / Growing your account
19:45 - What have you learned in your trading experience?
22:20 - Leverage
25:30 - DeFi Kingdom / Play to Earn
45:00 - Ethereum Layer 2s / The next rotation / Metaverse tokens / KuCoin
57:07 - ETH/BTC Chart / Potential of a Flippening
1:02:30 - Cyclicality / Float and Valuations / Will we get a big bear market?
1:16:25 - Balancing life and trading
1:20:50 - Trading strategies / Profit taking
1:26:00 - Ponzis
1:31:00 - How do you manage to get in early on so many winners?
1:34:35 - Trusting your judgement / Do you tail other people?
1:48:55 - How do you intend to keep your wealth? / Where do you think BTC goes?
1:54:55 - Diversification / Cosmos / ATOM
1:59:55 - Settlement layer / ZK-Rollups
2:04:20 - Smartest people you know who are bearish crypto
2:10:55 - Questions from the chat (some price targets) / Airdrops / Indicators
2:18:34 - Free alpha

Haralabos Voulgaris on owning Bitcoin and the value of self sovereignty

UpOnly 2021-11-23 | In this episode of UpOnly, Cobie & Ledger talk to Bob Voulgaris about a wide array of subjects around sports, his entrance to crypto, his bullishness on bitcoin, the metaverse & NFTs, and more.

Presented by FTX: uponly.tv/ftx

00:00 - Intro
3:40 - Sports gambling background
12:05 - How did you get into crypto?
16:50 - Could more Bitcoins be printed?
19:35 - Security model of the Bitcoin chain
20:50 - Metaverse / NFTs
24:10 - Farming / DeFi / Layer 1s pumping
30:10 - Bitcoin maximalists
39:55 - Stablecoins
42:25 - What is it all about for you?
45:45 - Sports world colliding with crypto
48:50 - When did you get conviction in crypto? / Funny Dallas Mavericks story
57:05 - CryptoPunks
1:02:30 - Twitter NFT Verification
1:04:55 - NFT Backlash / DAOs / Constitution story
1:15:45 - Self Tenured Individuals / Pushing innovation
1:20:40 - Getting Mark Cuban into DeFi and Ethereum
1:23:55 - Bonding mechanisms / OHM / Greed and rationality
1:26:05 - Bitcoin’s advantage / Why it is special / Forks and Airdrops
1:32:00 - More on airdrops
1:40:30 - Outlook on the market / Allocations
1:44:40 - Good advocates for crypto
1:50:00 - Questions from the chat
1:53:16 - Michael Saylor
1:58:20 - Winklevoss twins / Dave Portnoy
2:05:02 - Free alpha

Debate: The morality of decentralization in crypto, with Udi and David

UpOnly 2021-11-23 | In this episode of UpOnly, Ledger hosts a charity debate between Udi Wertheimer and David Hoffman about decentralization and moral prerequisites in blockchain design. CMS Holdings very kindly donated $300,000 to the development of Bitcoin to sponsor this debate.

twitter.com/cmsholdings
Presented by FTX: uponly.tv/ftx

Udi & David:
twitter.com/udiWertheimer
twitter.com/TrustlessState

00:00 - Intro
02:30 - Why are we debating?
04:25 - The abandonment of decentralization
09:54 - Ledger finds crypto being related to religion very cringe
13:10 - Decentralization / Alternate blockchains / Ethereum Layer 1
25:35 - Blockchains and initial token distribution / Solana and Avalanche
36:15 - Token sales today vs. Four years ago / Transparency
39:25 - Defining right and wrong / Outright scams / Who is to blame?
46:45 - Growth and opportunity of new chains
50:20 - Layer 2 Chains and security / Layer 1 security models and roll ups
56:45 - Profit maximalists
1:01:00- Changing opinions with new information
1:03:30 - Early day Ethereum development / Sacrifices
1:07:50 - Paths to decentralization of current Layer 1s
1:14:40 - Closing statements

Paradigm founders Fred Ehrsam and Matt Huang

UpOnly 2021-11-18 | In this episode of UpOnly, Cobie & Ledger are back and chat about the future of crypto with Matt Huang and Fred Ehrsam, founders of leading investment firm Paradigm.

Presented by FTX: uponly.tv/ftx

00:00 - Intro
02:40 - How did you meet?
04:48 - Metaverse talk / How will it play out over the next 10-15 years?
08:30 - The Metaverse and digital property rights
10:18 - Web 2 / Will Web 2 companies embrace the shift? / Network Effects
16:15 - Play to Earn
23:05 - Why is what we wear and who we are in the Metaverse matter?
29:20 - How did you build Paradigm? / How do you attract people to Paradigm?
38:35 - What is your strategy when it comes to sharing ideas and investment strategies?
41:45 - Where are we at in the life story of DeFi?
49:00 - How to establish more trust on chain?
53:22 - Public perception of crypto products
58:40 - Who is the smartest person you know that is bearish crypto? / What makes people skeptical?
1:05:50 - How do you approach investing given the cyclical nature of crypto? / Time horizon
1:09:12 - Thoughts on Layer 1s / Multi-chain world
1:11:50 - Humans underestimate exponential growth
1:16:45 - Metaverse / The importance of the wallet / Identity
1:20:35 - Privacy
1:22:55 - Web 2 companies / Ad awareness and targeting
1:25:10 - Final questions and thoughts
1:30:05 - Free alpha

Looks Rare Episode 1: Art Blocks CTO & artist Jake Rockland (Purphat)

UpOnly 2021-11-09 | This is the first episode of the Looks Rare miniseries, hosted by Fitch and Deeze. Today, they interview Art Blocks CTO Jack Rockland (known as Purphat) about his journey into NFTs, Art Blocks, tech, and more.

Presented by FTX: uponly.tv/ftx
Deeze: twitter.com/DeezeFi
twitter.com/Fitchinverse

Purphat: twitter.com/purphat
Jake on Art Blocks: artblocks.io/user/0xd6dd6961d3224958fcd306b76a991ab974ec1ebc

00:00 - Intro
05:35 - ArtBlocks explained
09:25 - What does the blockchain do for art?
18:45 - Environmental concerns of blockchains and blockchain networks / PoW vs. PoS
24:56 - Blockchains outside of Ethereum / What is an appropriate amount of decentralization?
39:25 - What does the NFT space look like 2 years from now?
50:20 - Positive experiences / Social impact of NFTs

Ari Paul of Blocktower on maximilism, decentralization, and investing

UpOnly 2021-10-14 | In this episode of UpOnly, Cobie & Ledger talk to Ari Paul, the founder of CIO of Blocktower about an array of topics, including fudding each of the top five coins by market cap.

Presented by FTX: uponly.tv/ftx

00:00 - Intro
04:39 - Getting into crypto
11:20 - Where does Ari spend his brainpower?
16:50 - Investing / VC / Portfolio management
25:18 - Has the original purpose of crypto been lost?
33:50 - What are ecosystems missing? / Privacy stack
42:05 - Innovation and competition / Bitcoin maximalists
53:05 - Ethereum maximalists / Developer moats / Ethereum is a risky tech startup
1:01:05 - Solana / Innovating at the communication layer
1:04:07 - Binance Coin
1:06:50 - Coinbase
1:11:00 - Metaverse talk / Expectations for the next 5-10 years
1:15:50 - Approach to trading / Directional trading / Options
1:38:45 - Rise of retail traders
1:42:45 - Important data or indicators to reference before executing trades
1:48:25 - Crypto’s outlook / Cycles / Connecting DeFi to the real world
2:05:30 - Free alpha

Tokenomics and Ecosystem Growth with Tom Schmidt of Dragonfly

UpOnly 2021-10-12 | In this episode, Cobie & Ledger talk to Tom Schmidt of Dragonfly and talk about bunch of topics around token economics, building communities, growing protocols, and more.

Presented by FTX: uponly.tv/ftx

00:00 - Intro
04:20 - Daily activities
08:55 - The life of a VC / Staying on top of new products / Tokenomics
14:28 - Using tokenomics to boost K Facfor
18:25 - Paying customers for volume and TVL / Incentives / Retail investors
21:45 - Token functionality that is valuable
28:10 - Will crypto companies turn very profitable in the long-term?
32:45 - Ribbon
37:55 - Airdrops / Democratic airdrop systems / Wash trading
51:30 - Trends for the next 6 months
59:10 - Governance / Delegation systems
1:03:55 - Layer 2 vs. Bridging
1:11:00 - Should Layer 2s have tokens?
1:13:50 - Scalability / How do you resolve conflict within Dragonfly?
1:20:25 - Solana / Following the builders
1:21:40 - NFTs
1:25:20 - Aggregators
1:30:10 - Token value vs. Actual product usage
1:33:10 - Projects on Bitcoin / Capacity for computation
1:40:39 - Researching new projects / How to work in crypto?
1:45:27 - How much do people in the tech space actually know about crypto?
1:52:30 - Video game talk
1:55:30 - What would you do if you were starting with $100k today?
2:04:00 - Free alpha

Path on NFTs, the metaverse, and crypto cycle price predictions

UpOnly 2021-10-07 | Cobie & Ledger are joined by Cryptopathic to talk about the state of NFTs, what he likes and doesn't like, the metaverse, and valuations and trends in the market.

Presented by FTX: uponly.tv/ftx

00:00 - Intro
04:55 - Starting trading at 15 years old
08:15 - Early days of crypto trading
19:05 - Accumulating Ethereum / Path and Zcash
29:23 - Zk solutions
31:50 - Path’s discussion with Arthur from Tezos
34:40 - How sustainable are network fees?
37:40 - Ethereum vs. alternative smart contract platforms
41:50 - NFT talk
45:10 - Path’s early days in NFTs / Punks and Axies
51:50 - How to approach NFTs today?
58:25 - NFT parallels to 2017 ICOs / Profile picture projects
1:05:22 - Appropriate art royalties / Fractional shares / DOGE & SHIB
1:11:25 - Why is Dog Money a thing at all?
1:14:35 - High price NFT sales
1:18:38 - Future of Dog Money / NFT trends to be aware of
1:27:30 - Bitcoin and Ethereum / Trading environment
1:29:55 - How do you cope when you miss out on the big trades?
1:30:50 - Path’s market outlook / Predictions
1:31:42 - Timing exits in a super cycle environment / More on NFTs
1:34:35 - Art Blocks / Other collections
1:40:45 - DeFi
1:44:35 - Mekaverse / Donations
1:51:40 - More NFT talk / Planets
1:55:30 - Price predictions for this cycle’s top
1:58:50 - Questions from the chat
2:09:30 - Free alpha

Power Law of crypto investing, with Haseeb Qureshi of Dragonfly Capital

UpOnly 2021-10-05 | In this episode of UpOnly, Cobie & Ledger talk to Haseeb Qureshi about broad investment thesis, VC stuff, L1s vs L2, emerging trends, and more.

Presented by FTX: uponly.tv/ftx

00:00 - Intro
02:45 - Background
08:30 - Poker to crypto movement
16:40 - Does every generation build its own ponzi?
26:12 - Investment strategy / Relative valuations
39:40 - Uniswap and SushiSwap
45:00 - Requirements of LPs in funds / Accounting
54:40 - Biggest misses
59:30 - What is responsible for your biggest gains / biggest losses?
1:04:40 - Power laws in venture capital
1:07:17 - More on investment strategy
1:13:00 - Conviction and investing with a thesis
1:22:30 - What differentiates Layer 1s and Layer 2s
1:28:25 - Impacts of scaling
1:33:00 - Analogizing Layer 1s to different cities
1:37:50 - Bitcoin
1:44:40 - Projects that haven’t made it to the forefront yet
1:52:45 - DeFi / NFTs
1:57:58 - Thinking about crypto adoption / Power laws
2:00:20 - Interesting investments that could change the game
2:04:40 - Stablecoins
2:07:30 - Free alpha

Building Compound, and deep diving Defi, with Robert Leshner

UpOnly 2021-09-30 | Robert Leshner is the founder and CEO of Compound Labs, and a web 3 & defi advocate. He joines Cobie & Ledger to discuss building Compound, governance, working in defi, and more.

Presented by FTX: uponly.tv/ftx

00:00 - Intro
2:30 - Background / Playing Chess
07:25 - Compound news
20:00 - Process of going from proposal to implementation / How changes are made
26:25 - Rollback triggers and risks
31:40 - How much power do founders have over decentralized protocols?
36:15 - New products / Lending
42:10 - Insurance in DeFi
44:08 - Compound and a Layer 1 chain
50:17- Ethereum scalability
56:29 - ZK-Rollups
1:01:00 - Investing in different projects
1:07:55 - Settling disagreements / Rebalancing
1:12:05 - Ultimate goal of building a protocol
1:17:05 - Bitcoin and Ethereum
1:24:15 - Does Robert have an alt account? / CryptoPunks
1:35:24 - The future of DeFi apps
1:38:30 - Main narratives and problems moving forward
1:44:00 - Is Compound hiring? / Working in crypto
1:51:30 - Free alpha

Hasu on Crypto Fundamentals & Narratives

UpOnly 2021-09-23 | This week, Cobie & Ledger are joined by Hasu, a veteran poker player, crypto researcher, and perpetual learner. Hasu hosts Uncommon Core and knows a ton about crypto fundamentals. He shares his thoughts with us on many subjects.

Presented by FTX: uponly.tv/ftx

00:00 - Intro
03:20 - What does Hasu do?
05:30 - How did Hasu get into crypto?
10:50 - How did Hasu catch up?
14:18 - Su Zhu / Taking advantage of the bear market
20:55 - What should you do now if you are just joining?
27:30 - Creating decisions for exits / Leverage
34:13 - Most interesting unaddressed problem spaces in crypto / MEV
40:49 - The OOOR memes
43:00 - MEV and latency solutions
50:00 - Research teams looking into MEV
58:45 - MEV minimization for application specific chains / Chainlink
1:05:24 - Best ways to allocate to projects that protect users from MEV
1:10:00 - How can projects protect users from MEV leaks?
1:14:49 - How does Proof of Stake change the MEV landscape?
1:19:55 - Bitcoin issuance and security
1:26:16 - Bitcoin Lightning Network
1:27:50 - Game theory and Bitcoin’s future
1:40:50 - Layer 1 Narratives
1:49:25 - Which chains have the most promising technology?
1:52:35 - Avalanche
1:59:40 - Will there be on liquidity winner? Or will it continue to be fragmented?
2:03:22 - Advice for new participants
2:06:05 - Regulation
2:16:54 - Free alpha

Sushi CTO Joseph Delong on building defi protocols

UpOnly 2021-09-16 | In this episode of UpOnly, Cobie & Ledger are back and talk to Joseph Delong about building Sushi, working in a DAO, the state of the ecosystem, L2 and alt-L1 expansion, open source, and more.

Presented by FTX: uponly.tv/ftx

00:00 - Intro
06:35 - Joe’s background
10:20 - Structure at Sushi
13:48 - How does the hiring process work at Sushi?
17:45 - Video games in crypto / CryptoPunks at the Met Gala
22:30 - Moving from the military to crypto
25:40 - Coding experience
27:39 - Ethereum Foundation
29:00 - Other projects integrating Sushi
31:00 - Expanding Sushi
32:15 - Benefits of being open source
38:50 - Crypto Twitter fake beefs
41:15 - Advertising and memeing / NFTs
47:15 - Sushi creating an NFT marketplace
52:10 - Layer 2s
55:00 - Charles Hutchinson / Joe’s degenerate friend
57:20 - DeFi and farming
1:02:45 - NFTs on Layer 2
1:04:13 - Joe’s Twitter list
1:06:20 - Early days of Sushi drama / Satoshi talk
1:13:10 - Who are the best Ethereum smart contract developers?
1:16:20 - Best and worst projects from an engineering perspective
1:19:45 - Thinking long-term
1:21:20 - Questions from the chat
1:34:00 - Free alpha

State of the Market, with CMSHoldings, Jason from Telegram, and Jim Talbot

UpOnly 2021-09-02 | Cobie & Ledger catch up with Dan from CMS Holdings, Jason from Telegram, and Jim Talbot to talk about Eth scaling, layer 2, whether we go to all time highs, etc.

Presented by FTX: uponly.tv/ftx

Sam Trabucco of Alameda Research: Find what youre good at and do a lot of it

UpOnly 2021-08-26 | In this episode of UpOnly, Cobie & Ledger talk to Sam Trabucco, co-CEO of Alameda Research. We discuss trading, where the market is, figuring out what we're good at, cycles, and more.

Presented by FTX: uponly.tv/ftx

0:00 – Intro
03:15 – Sam’s current role / How has he performed?
09:35 – State of the market
13:00 – How do you position in times of uncertainty?
15:30 - New ecosystem plays
18:10 - Evaluating past choices
21:45 - Cobie impersonates Sam
23:00 - NFTs / Rocks
31:00 - Social signaling vs. quantitative analysis
32:10 - How much do options influence Alameda?
36:10 - How big is Alameda?
38:20 - Balancing the Co-CEO role
39:50 - Standardized tests
41:10 - Decision making process / balancing conflicts
44:10 - How to get a job at Alameda?
46:30 - Base pay and profit structures at trading firms
51:04 - Arbitrage opportunities
54:19 - Potential future scenarios / Funds buying smaller cap coins
59:40 - Tax implications and seasonality
1:02:10 - Ethereum and EIP 1559
1:04:30 - Managing multiple scenarios / probabilities / overanalyzing
1:07:56 - How do you act after a trade goes the wrong way?
1:10:17 - Managing tilt / poker experience
1:13:50 - Leverage limits for the fund
1:16:00 - Options / dangers of being unhedged / taking it slow
1:20:30 - How would you manage a bear market?
1:26:15 - What would you do if it weren't for crypto?
1:28:30 - Questions from the chat

How to make it in NFTs, with Keyboard Monkey.

UpOnly 2021-08-24 | In this episode, we learn from Keyboard Monkey, who has made 8 figures in profit with NFTs, actively investing on both buy and sell side.

Presented by FTX: uponly.tv/ftx

00:00 - Intro
03:20 - Keyboard Monkey’s background / history
09:00 - When did he get into the NFT landscape?
14:19 - What is your strategy with timing?
17:20 - How are NFTs similar to ICOs / Why do they pump so hard?
20:05 - Do you like the art?
20:46 - The effect of having no charts
22:15 - What makes certain collections stand out?
31:00 - Strategy for newcomers to maximize EV
33:15 - What is Keyboard Monkey’s current focus?
39:50 - Process for finding new collections / Finding alpha
44:00 - Selling a zombie to Three Arrows
46:40 - Where to start in NFTs? / Advice for OBJ
56:15 - Speculation / New ideas in NFTs / Favorite NFTs
1:01:00 - Bored Apes
1:03:18 - Parallel card game
1:07:00 - Execution risk
1:10:34 - Owning 1/1 pieces
1:13:40 - What would you do with less than 10 Ethereum?
1:17:20 - Being in it for the art / Long-term approach
1:24:02 - Who does Keyboard look up to the most in this space?
1:26:30 - Bonding curves
1:30:15 - NFTs on other chains
1:31:40 - How to get exposure to NFTs in alternate ways
1:33:10 - Fractionalizing
1:39:30- Free alpha

OBJ on his journey into crypto, investing, NFTs, and more

UpOnly 2021-08-20 | In this episode, Cobie & Ledger talk to Odell Beckham Junior. Yes, that one. He owns crypto, and even bought a punk. We chat about that and much more.

Presented by FTX. Try it today: uponly.tv/ftx

00:00 - Intro
02:17 - OBJ’s routine
03:50 - OBJ’s famous catch
06:08 - Jarvis Landry
07:28 - Rookie wide receivers
08:46 - Cobie references NBA TopShot
09:20 - How did Odell find out about crypto?
14:10 - Finding trustworthy people in life
16:30 - Being balanced with investments
18:28 - Adapting to the environment / staying ahead
19:33 - Getting paid in crypto
24:00 - What is Cobie drinking
24:45 - NFTs / New Participants
35:00 - Buying a CryptoPunk
36:10 - How to invest $1 million / where to allocate
42:40 - Odell asks how much money have Cobie and Ledger made from all of this?
43:59 - Best trades they have ever made
50:20 - Stream raids and donations / inviting guests to games
52:23 - Can Cobie and OBJ make an NFT collection?
52:53 - Taking it slow / understanding the process
54:26 - Free alpha

Avi Felman of Blocktower: Crypto is mid-cycle

UpOnly 2021-08-05 | In this episode of UpOnly, Avi Felman of Blocktower capital joins us to talk about his belief that the lows are in and we are mid cycle. We talk bitcoin demand, defi, NFTs, retail trends, and more.

Presented by FTX (formerly Blockfolio): uponly.tv/ftx

00:00 - Intro
03:20 - Avi’s background and strategy at Blocktower
06:00 - How did Avi end up in the crypto world?
07:50 - Governance model for disagreements with partners
09:54 - Capital allocation and risk tolerance
12:15 - Options in 2017
16:25 - Grayscale premium / ETF Talk
22:50 - Options trading learning tools / Easiest trade in crypto
29:20 - Gamma effects in options market
32:15 - How important are options and open interest to the overall market?
35:13 - NFT Boom
45:10 - Is this a complacency bounce? / Where are we in the cycle?
51:30 - Timeframe / Medium term thoughts
55:30 - Institutions trading smaller coins?
58:27 - MicroStrategy and Coinbase stocks / Robinhood IPO
1:05:14 - Thoughts on Ethereum
1:11:23 - Is this a mid cycle bottom? / How will retail act?
1:17:20 - DeFi
1:25:30 - Where is the potential for things to get stupid?
1:30:00 - Free alpha

Regulatory deep dive with crypto lawyers

UpOnly 2021-08-03 | In this episode, Cobie & Ledger bring on three expert crypto lawyers: Gabriel Shapiro, Sarah Brennan, and Marc Goldich, to do a deep dive on crypto regulatory issues that are in the news. It's very valuable for anyone in crypto.

This episode is presented by FTX (formerly Blockfolio): uponly.tv/ftx

00:00 - Intro and background
06:00 - Is the SEC going to do something this time?
09:30 - Open source code and DeFi
15:44 - Gensler speech SEC
25:00 - Gensler mentioning money laundering and other illegal activities
30:25 - Speculation vs. real products that currently exist
37:30 - Crypto as a medium of exchange
41:30 - Lending and high APY’s / Assuming the population isn’t smart enough to make their own decisions
47:45 - Airdrops and blocking the United States / Preventing opportunity
51:00 - Accredited Investor Rules and Security Laws / Reporting
53:55 - Going after people and not the technology / Addressing harm
59:50 - Can more voices and lobbyists help crypto’s chances?
1:06:30 - What makes something a security?
1:16:50 - Exchanges listing hundreds of tokens / Blocking the United States / VPNs
1:26:40 - Stablecoins and DeFi
1:36:20 - Custody and CME / Who will have to be an SEC reporter?
1:46:00 - Reversibility
1:51:00 - Will they ever go after miners?
1:55:00 - “The heart of finance is trust.”

Doug Polk on crypto, poker, and epic scams

UpOnly 2021-07-29 | In this episode of UpOnly, Doug Polk joins Cobie and Ledger to talk about his many adventures, from becoming a best in class heads up poker player, to long term crypto investing, content creation, and several stories of scams he's run across.

twitter.com/DougPolkVids
upswingpoker.com

Presented by FTX (rebranded from Blockfolio!): uponly.tv/ftx

00:00 - Intro
01:23 - FTX marketing taking over
02:51 - Doug and YouTube
06:40 - Working out / Fitness bets / Drinking
08:50 - How did Doug get into crypto?
10:30 - Banking the unbanked / Transfer fees
15:08 - Binance Smart Chain
19:00 - Charlie Lee and Litecoin top
21:58 - Is there anyone down as bad as Jackson Palmer?
23:40 - Elon Musk, Jack Dorsey, Cathie Wood
31:00 - Doug’s poker challenge
34:10 - Ledger’s trading
36:00 - Doug and Cobie on whales and trading philosophy
40:10 - Ledger on the different types of traders
41:42 - Doug on diversification
44:34 - Crypto and poker crossover
47:50 - Is Cobie mean to Ledger?
51:25 - Why doesn’t Doug play too much poker anymore?
55:45 - How does Doug spend his time? / Moving to Austin Texas
1:00:45 - Getting recognized in real life
1:02:16 - More on moving to new places
1:03:47 - Doug’s scammer takedown podcasts and videos
1:06:25 - Save the Kids Token
1:08:20 - Tether talk
1:12:20 - DeFi world / yield farming / ETH layer 2
1:19:50 - ZK Rollups
1:25:10 - Best scams that Doug has seen?
1:33:00 - Bitcoin Cash / Roger Ver
1:39:50 - Free alpha / deviating from the traditional path

Teen Executive on the Game of Investing

UpOnly 2021-07-22 | Teen Executive started at 8 years old and has more ambition and investing self awareness than most adults. He joins Cobie & Ledger to talk investing, business, social media fame, life goals, and more.

Presented by Blockfolio: uponly.tv/blockfolio

00:00 - Intro
01:50 - Adam’s strategy
04:10 - How did he get into investing?
10:40 - How did he transition to crypto?
15:13 - Business interests
19:35 - What do Adam’s friends think of his following?
21:48 - Thoughts on Bitcoin and Ethereum
24:05 - Expectations for the next few years?
25:36 - Technical analysis
31:50 - How did he transition to TikTok?
37:50 - Building resistance to negative comments / Adam’s tennis camp comeback
42:00 - College plans
47:17 - Adam’s heroes
50:00 - E-commerce businesses
51:50 - Getting recognized in real life
54:40 - Boring businesses
57:35 - Teen Executive’s advice
1:04:30 - What got Cobie into making money?
1:06:47 - Thoughts on NFTs
1:07:30 - More questions from the chat
1:10:55 - How does Adam handle gold diggers?
1:11:27 - How does Adam do in school?
1:14:14 - Favorite music
1:17:43 - Current interests
1:20:08 - Is Adam a big reader?
1:24:32 - Free alpha

Doom & Gloom with Light

UpOnly 2021-07-21 | In this episode, Light rejoins Cobie and Ledger to speak sober wisdom into our hearts, and we finish with at least some degree of hopium, maybe.

This episode is presented by Blockfolio: uponly.tv/blockfolio

00:00 - Intro

03:46 - State of the market

11:16 - Where is the Bitcoin bid?

16:50 - Is crypto as a whole the top of the legacy markets?

25:30 - How many liquid dollars in crypto?

28:38 - Axie Infinity

29:10 - Shorting in crypto, and why there has been volatility

40:15 - Being resilient through multiple cycles and narratives

49:00 - How to separate price from the industry? / Building wealth in bear markets

56:58 - SUSHI / Tribalism and world view in alts

1:03:25 - Are 80% drawdowns still possible?

1:06:20 - Investing in people (not ideas)

1:08:30 - Positioning yourself in bear markets / Compounding mistakes

1:25:40 - Sticking to your plan / Emotions and intuition

1:32:38 - Light leaves the show

1:33:00 - Cobie compares crypto to Star Wars

1:36:45 - Having patience

1:40:13 - Jumping around exchanges

1:47:45 - Is capitulation coming?

1:51:15 - Worst case for Ethereum this year?

2:00:40 - Narratives / Being in a position of strength

2:06:10 - Ledger British accent

Cobie’s Back: State of the Market with eGirl Capital

UpOnly 2021-07-15 | Loomdart, CL, and Mewn from eGirl Capital join Cobie & Ledger to discuss the market: NFTs rising, bears vs bulls, World Coin, and more.

Presented by Blockfolio: uponly.tv/blockfolio

00:00 - Intro
04:40 - NFTs and calling the top
09:20 - Axie Infinity
15:40 - DeFi / Yearn and Governance
20:56 - Uniswap / what gives tokens value?
27:08 - Raising money from VCs / dumping on retail
31:00 - Axie Infinity continued
34:30 - CL joins the show (The Cat)
38:15 - Su Zhu turns bearish
46:20 - Hash rate leaving China / State of the market
51:45 - Loom is bullish
53:00 - Ethereum’s monetary policy
55:00 - Flippening talk
56:10 - Crypto YouTubers
57:40 - USD pairs vs. BTC pairs
1:01:50 - Turkish Lira
1:03:28 - Ledger’s chart addiction
1:07:10 - Cat’s thoughts
1:10:58 - Why is Loom bullish?
1:12:40 - 4Chan talk
1:15:00 - WorldCoin / Eyeball scanning
1:30:36 - Save the Kids Token
1:35:20 - League of Legends talk
1:38:50 - Law enforcement for scams
1:51:30 - Y.ats emojis conversation
1:59:10 - Are legacy markets in trouble?
2:06:10 - DeFi coins / yield farming
2:11:30 - Insurance and smart contract risk
2:15:50 - Gas Fees and Trading Fees
2:17:20 - Lumber talk
2:18:30 - VCs and their current appetite
2:27:00 - Categories that interest them the most / closing thoughts

Trading wisdom from CryptoCred, DonAlt, and CMSIntern

UpOnly 2021-07-08 | In this episode of UpOnly, Ledger is joined by special co-host CMSIntern, as they talk to Cred and Don about trading and markets.

This episode is presented by Blockfolio: uponly.tv/blockfolio

00:00 - Intro
05:00 - CMS Intern’s backstory
12:00 - DonAlt’s backstory
18:00 - Cred’s backstory
19:35 - State of the market
26:43 - What is the best case scenario?
34:55 - Cred on recent FUD / news events
37:15 - Don and Cred catching the lows
39:00 - What is the current play?
41:10 - NFT Bubble 2.0 / Blockchain games
45:25 - CMS Alpha
49:56 - Cred on maximizing risk/reward
51:50 - Buying Altcoins / general strategy
1:03:10 - Thoughts on technical analysis
1:07:45 - Narratives / watching big traders and their activity / funding rates
1:15:04 - Legacy markets
1:22:20- Flippening conversation
1:35:35 - How long until a reversal?
1:41:00 - Free Alpha

Exit Scams & Crypto Economics with Taylor Monahan, Aaron Lammer, & Allison Reichel

UpOnly 2021-07-01 | In this episode of UpOnly, Ledger goes solo with special co-host Allison Reichel, to talk to Exit Scam host Aaron Lammer, and MyCrypto CEO Taylor Monahan. Discussed are the Quadriga scandal (the topic of Aaron's show), crypto economics. and more.

This episode is presented by Blockfolio: uponly.tv/blockfolio

00:00 - Intro
4:10 - Quadriga background
11:40 - Why do people scam?
17:36 - What is MyCrypto?
20:24 - DeFi talk
25:20 - Issues with centralized exchanges
30:58 - Lumber talk
36:05 - Aaron and yield farming
38:50- Allison’s background
41:55 - How is crypto generational?
43:30 - Roger Ver and Craig Wright
45:25 - How information spreads in crypto
47:55 - Exit Scam conversation
58:15 - Ethereum economic policies
59:08 - Bear case for EIP 1559
1:03:40 - Allison’s thoughts on inflation
1:10:55 - Deflationary characteristics, and BSC Hacks
1:18:50 - Coinbase changing strategy
1:21:17 - Decentralization, and holding your own coins
1:31:45 - Chances of EIP 1559 total failure?
1:39:08 - Stablecoins
1:40:15 - El Salvador impact, and overall global outlook
1:51:15 - Countries and digital currencies

Justin Sun addresses market crash rumors, talks collecting & creating in crypto

UpOnly 2021-06-24 | In this episode of UpOnly, Cobie & Ledger have a wide ranging conversation with Justin Sun, talking NFTs, Defi, the importance of Tether, Warren Buffett, his biggest mistakes, and common rumors around the market crash.

This episode is presented by Blockfolio. Make a trade, onboard fiat, and track your portfolio: uponly.tv/blockfolio

00:00 - Intro
2:33 - What is Justin up to?
5:03 - NFT Talk
14:20 - NFTs and smart contract platforms
25:46 - Justin's origin story
34:10 - Old market strategy
35:45 - Smart contract platforms and Stablecoins
47:26 - Early adopters of crypto payments
50:20 - The rise of other Layer 1's
57:25 - TRON and Proof of Stake
1:00:00 - Where does TRON fit in?
1:02:55 - Geopolitical news
1:10:30 - Bittorrent
1:13:55 - Justin's lunch with Warren Buffett
1:18:45 - Dumbest thing Justin ever bought
1:26:00 - Conspiracy theory and liquidation
1:39:15 - What motivates Justin?
1:46:42 - Free Alpha

Interview with John Bollinger, Creator of Bollinger Bands

UpOnly 2021-06-23 | John Bollinger joins Cobie & Ledger to talk about his career trading, the world-famous TA tool he created (Bollinger Bands), and generally shares his trading wisdom.

This episode is presented by Blockfolio. Trade on an awesome mobile interface fee-free, and still get all the great portfolio tracking features you know and love: uponly.tv/blockfolio

Full show notes: uponly.tv/?p=205

00:00 - Intro
3:40 - Backstory
9:10 - Major changes over the years
14:45 - Thoughts on crypto fees
16:30 - Bollinger Bands adoption in crypto markets
19:00 - More on Bollinger Bands history
25:15 - Extensions of Bollinger Bands
26:15 - Crypto and technical analysis
30:00 - Crypto has gotten more efficient
31:40 - Trading stocks
34:30 - Early days of the Internet
39:36 - Do smaller assets trade cleaner?
42:35 - Story from John's old TA show
45:20 - Has John ever taken anyone under his wing?
48:00 - Shock events
48:40 - John's trading strategy and psychology
55:56 - Does John have an exit strategy?
57:25 - Timeframe analysis
1:04:40 - Any new Bands versions?
1:07:50 - Learning to trade in the 80's
1:13:50 - Defining characteristics of bad traders
1:20:10 - Controlling emotions
1:27:07 - What is John's daughter trading?
1:31:55 - Michael Burry
1:37:15 - Macro bias
1:40:00 - Good trading content / movies
1:41:00 - John's favorite books
1:43:40 - Michael Saylor
1:45:25 - Super cycle
1:47:30 - Favorite beers
1:50:25 - Free alpha

Solana founders on why the Solana ecosystem will thrive

UpOnly 2021-06-17 | In this episode of UpOnly, Cobie & Ledger chat with the founders of Solana, Anatoly Yakovenko and Raj Gokal, discussing Solana, what makes it different from other L1s, why they think it will last, and more.

This episode is presented by Blockfolio. Make your first trade today: uponly.tv/blockfolio

00:00 - Intro
3:00 - Solana marketing strategy
6:55 - Solana origin story
12:00 - Who is the Solana end user?
14:05 - Solana compared to traditional finance
20:45 - Developer experience compared to other projects
25:02 - Solana developer stack
26:11 - Why they chose Rust as their programming language
34:30 - Balancing time and quality
38:22 - Fundraising structure
40:22 - Choosing the right partners
43:34 - Censorship resistance
50:00 - Governance
56:30 - Community importance, and what they have learned
59:00 - Solana’s sacred flame
1:01:08 - What do they wish was better
1:02:40 - Embrace the cringe marketing?
1:06:40 - Cobie’s marketing alpha
1:07:54 - Miami conversation
1:09:00 - Solana Hackathon
1:13:00 - Product categories that could arise
1:21:10 - Stablecoins
1:23:00 - What do they tell people they do?
1:25:50 - Solana Summer video
1:28:16 - Thoughts on Bitcoin
1:30:10 - Other Layer 1 Projects
1:32:20 - 30 seconds to FUD other projects
1:40:30 - How does Solana set itself apart?
1:48:20 - Free alpha