How the Strategy Empire Breaks, and Whether Saylor Can Stop It
Vinny Lingham warned 18 months ago that Michael Saylor would harm Bitcoin more than FTX. Now he maps how the Strategy empire breaks and the one move that could slow the bleed.
========================================================
Thank you to our sponsor!
Fidelity: Fidelity has been building in crypto and DeFi since 2014 — now they're hiring. Explore career opportunities at one of the most forward-thinking names in finance here: crypto.fidelitycareers.com.
Cape: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at cape.co/unchained (use code: UNCHAINED).
========================================================
Strategy's stock has fallen over 80% from its November 2024 high, its STRC preferred trades well below par, and a fresh $335 million raise has done nothing to restore confidence.
Vinny Lingham, co-founder of Praxos Capital, tweeted in October 2024 that Michael Saylor would do more damage to Bitcoin than FTX. On Unchained, he argues the collapse was always predictable, and that this is not a Ponzi but what he calls a 'Saylor scheme.'
Lingham maps how the empire breaks once MSTR trades at a discount to mNAV, why the 32-Bitcoin sale and the $1.5 billion buyback of 2029 converts blew Saylor's runway, and why $6.7 billion in convertible notes raises default risk by 2028. He also weighs a Soros-style attack theory and the switch to bimonthly dividends.
His fix is the one thing Saylor won't do: stop buying, stop diluting, wait it out. The question is who removes the biggest buyer of Bitcoin, him or the market.
Host:
Laura Shin, Host / Unchained
Guests:
Vinny Lingham - Co-founder of Praxos Capital
Timestamps
📉 01:11 Strategy in free fall: why Vinny says the collapse was always coming
🪤 06:24 Why buying back 2029 debt blew Saylor's runway
₿ 07:36 The '32 years of dividends' claim and what a deeper bear market does to it
🏚️ 10:23 How the MSTR empire actually breaks: the discount-to-mNAV trap
🎯 13:35 Why is Strategy faltering? Is it leverage or a Soros-style attack on MSTR?
💙 16:38 Cape: Get 33% off your first six months with code unchained at https://cape.co/unchained
💚 17:32 Fidelity: Explore crypto careers that could change your future at https://crypto.fidelitycareers.com
📆 18:15 Why switching to bimonthly dividends makes the problem worse
⏳ 19:29 The $6.7B convertible-note overhang and the 2028 default risk
🛟 22:07 Can MSTR be saved, and the most likely outcome from here
Learn more about your ad choices. Visit megaphone.fm/adchoices
Why Bitcoin Has Fallen Behind Gold & What Could Come Next
Thank you to our sponsor, Figure!
As tensions between the Trump administration and the Federal Reserve rise, gold and silver have surged to record highs. Bitcoin, meanwhile, has struggled to keep pace, raising uncomfortable questions about its “digital gold” narrative.
In this back-to-back Unchained episode, Vinny Lingham, cofounder of Xash, and Eric Fine, portfolio manager at VanEck, offer two distinct but complementary perspectives on what’s happening beneath the surface of global markets.
Vinny explains why gold’s liquidity, trust, and central-bank adoption still dwarf Bitcoin’s, and why that gap led him to design a gold-backed, reward-bearing stablecoin, USDX.
Eric walks through VanEck’s provocative analysis showing gold could reach $39,000 or even $184,000 if the dollar were to lose its reserve-currency dominance and gold had to back the money supply. He also dives into why some developed markets may be more fragile than investors assume.
Guests:
Vinny Lingham, Co-founder, and President of Xash
Eric Fine, Portfolio Manager, Active Emerging Markets Debt at VanEck
Links:
Why Gold and Bitcoin Work Best Together
Why Bitcoin Is Tanking Despite Gold Reaching High After High
How Venezuela Shows Why Bitcoin, Crypto and Stablecoins Help Everyday People
Bitcoin Rallies to $93,000 After U.S. Attack on Venezuela
Learn more about your ad choices. Visit megaphone.fm/adchoices
Is Strategy's Model Unraveling? What is Driving the Recent Rout and Where It Can Go From Here - Ep. 971
Michael Saylor's Strategy has not had the year it hoped for. Amid an explosion of copycats and Bitcoin price weakness, the company has seen its valuation and so-called mNAV crash.
In this special episode of Unchained, Praxos co-founder Vinny Lingham and The Benchmark Company Analyst Mark Palmer join Unchained Executive Editor Steve Ehrlich to debate Strategy's outlook.
They discuss the impact of new preferred stocks on common shareholders, the company's new cash reserve and the potential impacts of MSCI exclusion.
They also delve into what the Bitcoin digital asset treasury ecosystem could look like in the future and whether Strategy could have employed a better acquisition model.
Thank you to our sponsors!
Uniswap
Mantle
Host:
Steve Ehrlich, Executive Editor at Unchained
Guests:
Vinny Lingham, Co-founder of Praxos Capital
Mark Palmer, Senior Equity Research Analyst at The Benchmark Company
Links:
Unchained:
Bits + Bips: Vanguard’s Crypto U-Turn, Tether/MSTR FUD & Picking Future Winners
Bits + Bips: Why the Markets Now Have a Bullish Setup
Senate Committee Shares Bipartisan Draft on Crypto Market Structure Bill
Timestamps:
🚀 00:00 Introduction
📈 2:14 Why Mark still expects Strategy to outperform
📉 5:28 Why Vinny says Strategy preferred stocks are “vampiric”
🤔 11:45 Is Strategy's cash reserve a little too late?
👀 17:11 Debating Strategy's preferreds v. common stock
💡 19:44 How preferreds and CLARITY Act could enable Strategy to start buying Bitcoin dips as well
🫠 24:26 What happens if MSCI delists Strategy
🧠 30:34 The implications of Strategy's recent talk of selling and lending Bitcoin
⚠️ 36:25 Why it might be too late when Strategy decides to sell
🔮 39:28 How the Bitcoin DAT ecosystem could evolve as companies differentiate
🤔 44:17 Could Strategy have employed a better Bitcoin acquisition strategy?
💫 45:30 Closing thoughts on Strategy's future
Learn more about your ad choices. Visit megaphone.fm/adchoices
What’s the Better Bet? Stocks or Gold? - Ep. 916
Is gold the ultimate hedge against inflation and sovereign risk? Or are stocks the better long-term wealth builder thanks to innovation and earnings growth?
In this heated and highly entertaining episode, Ram Ahluwalia (Lumida Wealth) and Vinny Lingham (Praxos Capital) dive deep into the macro landscape to debate the relative merits of gold vs. the S&P 500. Along the way, they explore:
Gold’s decentralization vs. Bitcoin
Why share buybacks might be distorting wealth creation
The role of inflation, AI, fiscal dominance, and central banks
The logic behind each of their portfolios
And to make things more interesting? They make a $10,000 bet on whether gold or the S&P 500 will perform better over the 9 months.
Token2049
Binance
Ram Ahluwalia, CFA, CEO and Founder of Lumida
Vinny Lingham, Co-founder of Praxos Capital
Timestamps:
🎬 0:00 Intro
📈 4:30 Why Ram argues stocks are the stronger long-term play
🥇 7:18 Why Vinny says gold is more decentralized than even Bitcoin
💵 12:08 Why Ram believes earnings make stocks the superior investment
♻️ 16:37 Why Vinny thinks stock buybacks are harmful for society
🌍 27:30 Is this still the best time in history to be alive?
⏳ 33:23 Whether its too expensive now to buy gold
⚡ 40:40 What Vinny predicts will trigger the next major macro crisis
🤝 42:56 The $10,000 bet: gold vs. the S&P 500
🤖 48:33 Whether we’re still early in the AI boom
🎤 54:15 Closing arguments from Ram and Vinny
Learn more about your ad choices. Visit megaphone.fm/adchoices
Apple Vision Pro, Meta’s MusicGen, Waitroom demo & more with Vinny Lingham and Sunny Madra | E1760
This Week in Startups is presented by:
MasterClass. Learn from the world’s best minds - anytime, anywhere, and at your own pace. Get 15% off an annual membership to MasterClass at https://masterclass.com/startups.
Merge. Let your developers get back to their core product. Merge is a single API to add hundreds of integrations to your app. Integrate up to 3 customers for free today at https://merge.dev/twist
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
*
Todays show:
Vinny and Sunny are back! First, Vinny demos Waitroom (2:12), before the group breaks down Apple’s new Vision Pro headset (41:10), then, Sunny demos a suite of new AI tools, including Meta’s MusicGen model(19:53).
Follow Vinny: https://twitter.com/vinnylingham
Checkout Waitroom: https://waitroom.com/
Follow Sunny: https://twitter.com/sundeep
Checkout Definitive: https://definitive.io/
*
Time stamps:
(00:00) Vinny and Sunny join Jason
(2:12) Waitroom's features
(5:38) Waitroom's design for VC's and Sunny's thoughts
(9:42) Features to add to next
(13:43) Masterclass - Get 15% off an annual membership to MasterClass at https://masterclass.com/startups.
(19:53) Meta's MusicGen
(24:26) Creating music with AI
(29:03) Merge - Integrate up to 3 customers for free today at https://merge.dev/twist
(30:35) Exploring authenticity as AI becomes more prevalent
(32:27) Sunny demos LumaLabs
(36:55) Jason AI interviews Steve Jobs
(39:45) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(41:10) Apple's Vision Pro headset
(42:32) The key differences between Oculus Meta Quest and Apple's Vision Pro
(49:49) The effects of headsets in the workplace
(52:53) Using ControlNet to create artwork for QR codes
(56:39) Developing code using Replit
*
Read LAUNCH Fund 4 Deal Memo & Apply for Funding
Buy ANGEL
Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
Crypto’s de-platforming and the balkanization of AI with Vinny Lingham | E1710
Vinny Lingham joins Jason to break down the state of crypto’s de-platforming by the US government. They discuss recent happenings with Coinbase (2:13), Balaji’s Bitcoin bet (20:00), Binance (38:23), SBF (44:07), and more! Then, they wrap with a discussion about the coming balkanization of AI (52:54).
(0:00) Jason tees up today’s topics
(2:13) Coinbase’s Wells notice & the state of crypto
(8:08) Pilot - Get 20% off the first 6 months at https://pilot.com/twist
(9:36) Clarity within the crypto industry
(15:06) The future of Bitcoin in the US
(18:29) Orgspace - Get $2000 in credits at http://orgspace.io/twist
(20:00) Balaji’s bet and hyperinflation
(25:50) A debate on whether to short Coinbase
(36:52) Issuu - Sign up for free or get 50% off an annual premium account by using promo code twist at https://issuu.com/podcast
(38:23) CFTC sues Binance
(44:07) SBF’s indictment
(49:00) Why is the government clamping down on crypto?
(52:54) The balkanization of AI
FOLLOW Vinny: https://twitter.com/vinnylingham
FOLLOW Jason: https://linktr.ee/calacanis
Subscribe to our YouTube to watch all full episodes:
https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1
FOUNDERS! Subscribe to the Founder University podcast:
https://podcasts.apple.com/au/podcast/founder-university/id1648407190
Banking crisis impact, more Meta cuts, and GPT-4 with Sunny Madra and Vinny Lingham | E1700
Vinny and Sunny are BACK with Jason for another roundtable! First, they cover the aftermath of the bank shutdowns (2:54) before breaking down the impact on startups and the overall economy. (14:14) They also cover Zuckerberg announcing more cuts at Meta (1:05:49) and OpenAI launching GPT-4! (1:10:55)
(0:00) Jason tees up today's topics!
(2:54) Reflecting on the aftermath of the SVB collapse
(12:50) Cast.ai - Get a free cloud cost audit with a personal consultation at https://cast.ai/twist
(14:14) Understanding the origins of the banking issues and the Fed's response
(27:10) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(28:09) Signature and Silvergate troubles, overall lessons from the past week
(39:33) Orgspace - Get $2000 in credits at http://orgspace.io/twist
(41:04) Understanding CBDC
(56:11) Things to consider going forward, payroll crisis
(1:05:49) Zuckerberg's "Year of Efficiency" and OpenAI launches GPT-4
Subscribe to our YouTube to watch all full episodes:
https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1
FOUNDERS! Subscribe to the Founder University podcast:
https://podcasts.apple.com/au/podcast/founder-university/id1648407190
Crypto Roundtable: Twitter payments integration and latest Yuga Labs NFT drop | E1688
Vinny and Sunny joined Molly on another segment of Crypto Roundtable! Highlights included how Twitter could have integrated crypto (2:02), the benefits and controversy of a national ID system (23:00), and Spotify's NFT experiment.
(0:00) Molly kicks off the show
(2:02) The future of Twitter payments
(12:16) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(14:21) What does an ideal Twitter identity system look like?
(21:16) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(23:00) The benefits and controversy of a national ID system
(32:20) Predictions about the latest Yuga drop
(35:41) Contra - Get $500 off your first hire at https://contra.com/twist
(41:54) Vinny breaks down the future of Coinbase and its active users
(48:07) Molly sees the connection between K-Pop and crypto
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
FOLLOW Vinny: https://twitter.com/vinnylingham
FOLLOW Sunny: https://twitter.com/sundeep
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
US crypto crackdown with Vinny Lingham & Sunny Madra + OK Boomer | E1680
Vinny and Sunny join Jason and Molly for another crypto roundtable discussing the federal government’s crackdown on crypto. (1:39) They define what staking is (10:13), and Jason addresses his Twitter Exchange with Coinbase founder and CEO Brian Armstrong. (32:20) Then Producer Rachel is joined by Prince Ghosh of Factored Quality for another edition of Ok Boomer. (1:06:45)
(0:00) Molly kicks off the show
(1:39) Crypto crackdown + the roles of the SEC and CFTC
(8:46) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups
(10:13) Definitions of “staking”
(21:30) Merge - Integrate up to 5 customers for free today at https://merge.dev/twist
(23:00) Using Web 3.0 for crowdsource capital
(32:20) Brian Armstrong and Jason’s exchange + Challenges of crypto exchanges
(40:25) Pilot.com. - Go to https://pilot.com/twist for 20% off your first 6 months of Pilot Core.
(41:54) Regulating stablecoins
(57:41)$100M New Jersey Deli + Jason’s grand plan for TikTok
(1:06:45) Ok Boomer with Prince Ghosh of Factored Quality
FOLLOW Vinny: https://twitter.com/vinnylingham
FOLLOW Sunny: https://twitter.com/sundeep
FOLLOW Prince: https://twitter.com/princeghosh97
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Macro picture, Bitcoin’s bull/bear case, DCG controversy & more | E1666
Please take our 90-second audience survey for a chance to win a $50 amazon gift card at www.thisweekinstartups.com/survey
Vinny and Sunny are back for our first crypto-roundtable of 2023. Vinny breaks down the macroeconomic variables affecting Bitcoin’s price (1:39), plus they all predict whether Bitcoin will hit $30K or $16 first (11:43) (This is not financial advice). They delve into the ongoing controversy involving DCG, Gemini and Genesis (26:54), as well as the news that the SEC has charged both Gemini and Genesis with offering and selling unregistered securities (35:12). We wrap up the show with a great discussion about Porsche’s failed NFT drop and how brands should approach entering Web 3.0 (44:38).
(0:00) Jason kicks off the show
(1:39) Vinny’s macroeconomic breakdown
(10:18) Acquire.com - Sign up for FREE at https://try.acquire.com/twist
(11:43) Bitcoin’s price action + will it hit $30k or $16K
(17:35) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(18:59) Gluttony and the lack of consumer savings
(26:54) DCG, Genesis and Gemini controversy
(33:40) Fitbod - Get 25% off at https://fitbod.me/twist
(35:12) The SEC has charged Gemini and Genesis for selling unregistered securities
(44:38) Porsche’s NFT drop
FOLLOW Vinny: https://twitter.com/VinnyLingham
FOLLOW Sunny: https://twitter.com/sundeep
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Crypto Roundtable: SBF updates, $GBTC's role, Saylor says $ETH is unregistered security | E1631
Sunny and Vinny are BACK to break down all the important topics in crypto: SBF updates (2:52), how $GBTC played into the industry unraveling (11:34), why we should be paying attention to Genesis (25:51), Michael Saylor's recent comments (44:13), and more!
(0:00) Jason tees up today's crypto roundtable!
(2:52) Sunny and Vinny are back to talk about the current vibes in crypto and some updates on the SBF situation
(10:20) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(11:34) How the Grayscale Bitcoin Trust played into the industry unraveling
(24:21) Supergut - Get 30% off with code TWIST at https://supergut.com
(25:51) Why Genesis is more concerning than $GBTC
(35:00) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(36:29) Decentralized exchanges, importance of self custody, how Solana's price drop relates to Genesis
(44:13) Michael Saylor's recent comments on Ethereum and Ripple being securities, problems with the "foundation" entity workaround
FOLLOW Vinny: https://twitter.com/VinnyLingham
FOLLOW Sunny: https://twitter.com/sundeep
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
EMERGENCY POD: FTX sells to Binance with Vinny Lingham and Sunny Madra | E1607
Vinny and Sunny join the show to cover all the angles of Sam Bankman-Fried selling FTX to Binance after a liquidity crunch! (0:54)
(0:00) Intro!
(0:54) Vinny Lingham and Sunny Madra join to break down SBF selling FTX to Binance after a liquidity crunch!
(13:36) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(15:04) Comparing FTX's bank run to traditional finance, understanding leverage, culture of: make money first, clean up later, Vinny's theory on Alameda's locked Solana
(23:24) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(24:35) Three areas of crypto, understanding where FTX and FTT fall in this, risks of centralized exchanges
(32:01) How this might impact broader crypto regulation, Bitcoin decoupling from the greater crypto market
(37:33) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(38:57) Understanding what happened to Binance's FTT: Who is the bag holder? How might this unravel going forward?
(42:55) FTX fundraising breakdown: could this situation break the crypto VC model?
FOLLOW Vinny: https://twitter.com/VinnyLingham
FOLLOW Sunny: https://twitter.com/sundeep
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Subscribe to our YouTube to watch all full episodes:
https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1
$META earnings instant reaction, Apple's NFT rules, SBF backlash & more | E1597
Sunny and Vinny are BACK for another crypto roundtable! First up, they give instant reactions to Meta's rough Q3 earnings and Zuck's big bet (1:59), before breaking down Meta's AR/VR battle with Apple (15:14). Then, the trio does a full NFT breakdown: Reddit's NFT usage (20:19), new App Store rules (27:41), and understanding royalties! (37:52) Then, they wrap by covering SBF facing backlash and a crypto Q&A. (47:54)
(0:00) Jason tees up today's topics!
(1:59) Jason welcomes Sunny and Vinny, and the trio breakdown Meta's Q3 earnings right as they drop!
(14:12) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(15:14) Who will win the AR/VR wars: Meta or Apple?
(20:19) Reddit's NFT usage
(26:12) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(27:41) Are Apple's new App Store NFT rules overreaching, or a great sign for crypto?
(36:28) Smash Digital - Visit https://SmashDigital.com/TWIST to get a free SEO video audit for your business
(37:52) Understanding NFT royalties
(47:54) SBF facing backlash after comments on regulation
(57:39) Crypto Q&A!
FOLLOW Sunny: https://twitter.com/sundeep
FOLLOW Vinny: https://twitter.com/VinnyLingham
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Subscribe to our YouTube to watch all full episodes:
https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1
SEC investigates Bored Apes, AI-generated Steve Jobs/Joe Rogan interview & more | E1585
Vinny Lingham and Sunny Madra are back for another crypto roundtable! The show starts with a discussion on Nvidia's new high-powered graphics cards (2:35) and an AI-generated podcast interview. (15:21) Then, the group breaks down the SEC investigating Yuga Labs over whether or not Bored Apes are securities! (27:07)
(0:00) J+M tee up today's crypto roundtable!
(2:35) J+M welcome Sunny Madra and Vinny Lingham; Vinny breaks down his new Nvidia purchase and how graphics cards will power the next wave of AI
(14:03) Dell for Startups - Apply for Dell for Startups and get an additional 10% off at http://dell.com/twist
(15:21) Podcast.ai's AI-generated Steve Jobs/Joe Rogan interview
(25:50) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(27:07) The SEC is investigating Yuga Labs over its Bored Apes NFT collection, regarding whether or not the NFTs are securities
(36:24) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(37:26) What is this SEC investigation actually about? Why or why not are they securities? What are other similar examples?
(50:55) More interesting developments in the NFT space, Google announces it will use Coinbase to accept crypto payments
FOLLOW Vinny: https://twitter.com/vinnylingham
FOLLOW Sunny: https://twitter.com/sundeep
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Subscribe to our YouTube to watch all full episodes:
https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1
Apple allows in-app NFT purchases + Bitcoin's role during global macro headwinds | E1572
Sunny Madra and Vinny Lingham are BACK for another crypto roundtable! First up, a full breakdown of the current NFT space: Apple allowing in-app NFT purchases (1:35), best uses cases & platforms for distribution (15:07). Then, they discuss Bitcoin's role during global macroeconomic headwinds. (37:46)
(0:00) J+M tee up today's crypto roundtable!
(1:35) Apple allows in-app purchases of NFTs
(13:33) TripActions - Go to https://tripactions.com/twist and get a $500 Amazon gift card after making your first travel booking OR paying off your first $1000 of liquid spend
(15:07) NFT use cases, best platforms for minting and distributing NFTs seamlessly
(26:19) WorkOS - Go to https://workos.com to learn how to make your app enterprise-ready.
(27:49) NFT platforms adopting open standards to reach critical mass
(31:38) Celsius reportedly plans to issue "IOU" tokens representing its debt
(36:28) Spokn - Get 3 months free at https://getspokn.com/twist
(37:46) Global macro headwinds, Bitcoin's role in the monetary system going forward
(53:18) Will we ever find out who Satoshi is?
FOLLOW Sunny: https://twitter.com/sundeep
FOLLOW Vinny: https://twitter.com/vinnylingham
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Subscribe to our YouTube to watch all full episodes:
https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1
Crypto news: Do Kwon arrest warrant, ETH merge, Orange DAO + The Blueprint Part 10 | E1560
First up, Jason is back with the tenth and FINAL edition of The Blueprint, where he explains the seven ways to create wealth (2:12). Then, Vinny and Sunny join J+M for a crypto roundtable, covering: Do Kwon's arrest warrant (24:04), the ETH merge (49:54), an Orange DAO breakdown (1:14:24), and more!
(0:00) J+M tee up today's topics!
(2:12) The Blueprint Part 10: The seven ways to create wealth
(13:01) Visa - Learn more about Visa’s online Small Business Hub at Visa.com/smallbusinesshub
(13:57) The Blueprint Part 10 continued: The seven ways to create wealth
(19:20) J+M catch up on the current state of early-stage dealmaking
(22:39) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more
(24:04) Vinny and Sunny join! First topic: a South Korean court issued an arrest warrant for Do Kwon
(36:51) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(38:07) How to make crypto safer for retail investors
(49:54) ETH merge, insane stats on crypto power usage
(1:14:24) Orange DAO breakdown
(1:33:23) Vinny challenges Jason's Disney Jay Trade
FOLLOW Sunny: https://twitter.com/sundeep
FOLLOW Vinny: https://twitter.com/vinnylingham
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Subscribe to our YouTube to watch all full episodes:
https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1
Crypto Roundtable: Shkreli's new web3 project, ETH merge, Gensler goes after DeFi protocols | E1542
J+M are joined by Sunny Madra and Vinny Lingham for another crypto roundtable! They cover the following topics: Shkreli's new web3 project (1:50), distributed computing projects (16:08), ETH merge (38:00), Gensler's comments (44:57), and more!
(0:00) Molly tees up today's roundtable guests!
(1:50) Martin Shkreli's new web3 project
(14:46) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(16:08) Breaking down other distributed computing projects: Helium, Filecoin, Hivemapper
(27:54) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(29:17) Understanding inverted incentives in crypto, market depth/liquidity theory
(36:46) UserTesting - Get real human insights from customers, try for free today at https://usertesting.com/twist
(38:00) ETH merge: how risky is it, what impact will the fork have, will it lower gas fees?
(44:57) SEC Chair Gary Gensler's comment re: DeFi protocols and crypto banks
(51:58) Lightning round! Tribe DAO, BendDAO, Sudoswap and lessons learned
State of the crypto market, Tornado Cash blacklisted, $COIN Q2 + The Blueprint Part 5 | E1531
Sunny Madra and Vinny Lingham join Jason for a fully loaded crypto market breakdown (1:40). Topics covered include: Tornado Cash being blacklisted by the US Treasury Dept, Coinbase Q2 earnings, smart crypto regulation, fixing early-stage crypto governance, and more! Jason wraps the show with Part 5 of The Blueprint: Generalists vs. Specialists. (1:21:44)
(0:00) Jason intros today's segments: crypto roundtable and The Blueprint!
(1:40) Current state of the crypto market after the massive pullback
(14:31) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more
(15:33 Tornado Cash blacklisted by the US Treasury Dept: what is it, what it means for "frozen" crypto assets & more
(27:12) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(28:36) How large-scale spam attacks and hacks will change consumer behavior in the still-early crypto industry
(37:37) Visa - Learn more about Visa’s online Small Business Hub at Visa.com/smallbusinesshub
(38:32) How should crypto be regulated? Should the US create a new agency dedicated to digital assets? Should there be a new set of rules for crypto?
(48:39) Did Coinbase let customers down? $COIN Q2 earnings, responsibilities to customers, what Coinbase's platform might look like if altcoins are regulated as securities
(55:22) Pseudonymous and anonymous impact on high-profile crypto projects, how to fix early-stage crypto governance
(1:04:12 Interesting consumer-facing crypto projects
(1:21:44) The Blueprint Part 5: Generalists vs. Specialists
NFT NYC, Solend takeover, Why Non-Finance use cases are the key to Crypto, Magic Eden & more with Vinny Lingham | E1489
There’s been some crazy news in Crypto, so we bring on Vinny Lingham, an early investor in Solana, who runs a startup that encrypts identity information on the blockchain called Civic. We dig into NFT NYC (8:24), the fiasco on Solend protocol (22:29), and how South Korean prosecutors have instituted a flight ban for employees while they investigate the $40 billion collapse (45:54). Finally, we talk about how, despite all of this, the Solana NFT Marketplace Magic Eden still raised $130 million at a $1.6 billion valuation (51:04).
(0:00) Jason and Molly introduce today’s show!
(2:18) Weekend banter with Jason and Molly
(8:24) Crypto Update: Solana Whale, NFT NYC, and Magic Eden w/ Vinny Lingham
(13:58) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(15:13) The crypto drawdown: Vinny’s thoughts
(21:21) Notion - Get started for free at https://notion.com/thisweekinstartups
(22:29) DeFi protocol built on Solana, called Solend, voted to take over a “whale” account on Sunday, which accounts for ~95% of the platform’s total deposits
(35:29) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(36:34) Should humans be able to intervene on crypto systems?
(45:54) South Korean prosecutors have BANNED Terraform Labs employees from leaving the country with a flight ban
(51:04) Solana-based NFT marketplace Magic Eden has raised a $130M Series B at a $1.6B valuation
(1:18:55) Outro: stories coming up this week
'Bitcoin Oracle' Vinny Lingham On Why Bitcoin Is Overpriced
The Civic CEO and cofounder explains how his upbringing in South Africa and his experience at former company Gyft led him to launch a startup focused on identity. It was also at Gyft that he realized how enthusiastic the bitcoin and cryptocurrency crowd is and how a business could harness that enthusiasm to grow its user base. We discuss why the ICO craze has only just gotten started and how cultural differences could make the scams and speculation worse than in previous bubbles. Plus, Lingham explains what risks in bitcoin investors aren't pricing in and why he believes the odds of a split in bitcoin are currently greater than 50%.
Don't forget to take the Unchained podcast survey: https://www.surveymonkey.com/r/unchained
Civic: https://www.civic.com/
Show notes: http://www.forbes.com/sites/laurashin/2017/05/30/bitcoin-oracle-vinny-lingham-on-why-bitcoin-is-overpriced/
More on ICOs: https://www.forbes.com/sites/laurashin/2017/05/16/icos-why-people-are-investing-in-this-380-million-phenomenon/#ff1983411a18
The risks of a split in Bitcoin: https://www.forbes.com/sites/laurashin/2017/03/21/is-this-massive-power-struggle-about-to-blow-up-bitcoin/#5c5658677325
Learn more about your ad choices. Visit megaphone.fm/adchoices
