Inside the mind of crypto’s top traders | Dan Matuszewski (CMS) & Avi Felman

Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/
Use code EMPIRE250 to get $250 off tickets (Only available this week!)
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In this episode of Empire, Jason and Mike are joined by Dan Matuszewski (CMS Holdings) & Avi Felman (GoldenTree). If you don't know these two names, don't forget them - two of the best traders and sources of alpha in crypto.
This episode is one of my favorites yet; check out the highlights below:
- Is macro crypto's master
- This will lead to crypto's divergence with Macro
- How will ETH perform with the merge
- What are the new, hidden narratives
- The tradeoff between CeFi and DeFi
- Is DeFi ready to take off
- Retail open-term lending is dead
- Regulators have two options
- Why VCs are in trouble
- -
Follow Dan: https://twitter.com/cmsholdings
Follow Avi: https://twitter.com/AviFelman
Follow Jason: https://twitter.com/JasonYanowitz
Follow Mike: https://twitter.com/MikeIppolito_
Follow Empire: https://twitter.com/theempirepod

Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
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(00:00) Introduction
(01:08) The intersection of macro & crypto
(12:47) How Will ETH's Price React to the Merge?
(17:50) New Narratives & Market Leverage
(25:28) A Catalyst for DeFi
(29:10) What's About to Happen in CeFi?
(31:37) Your DeFi Project Isn't Sexy
(35:45) Can DeFi Tokens Accure Value?
(41:23) Why You Should Avoid Low Float Tokens
(44:27) VCs Are In Trouble
(49:20) Avi and Dan Run Wild
(51:06) Wrapping Things Up
--
Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/

Use code EMPIRE250 to get $250 off tickets (Only available this week!)

--

In this episode of Empire, Jason and Mike are joined by Dan Matuszewski (CMS Holdings) & Avi Felman (GoldenTree). If you don't know these two names, don't forget them - two of the best traders and sources of alpha in crypto.

This episode is one of my favorites yet; check out the highlights below:

- Is macro crypto's master

- This will lead to crypto's divergence with Macro

- How will ETH perform with the merge

- What are the new, hidden narratives

- The tradeoff between CeFi and DeFi

- Is DeFi ready to take off

- Retail open-term lending is dead

- Regulators have two options

- Why VCs are in trouble

- -

Follow Dan: https://twitter.com/cmsholdings

Follow Avi: https://twitter.com/AviFelman

Follow Jason: https://twitter.com/JasonYanowitz

Follow Mike: https://twitter.com/MikeIppolito_

Follow Empire: https://twitter.com/theempirepod

Subscribe on YouTube: https://tinyurl.com/4fdhhb2j

Subscribe on Apple: https://tinyurl.com/mv4frfv7

Subscribe on Spotify: https://tinyurl.com/wbaypprw

--

(00:00) Introduction

(01:08) The intersection of macro & crypto

(12:47) How Will ETH's Price React to the Merge?

(17:50) New Narratives & Market Leverage

(25:28) A Catalyst for DeFi

(29:10) What's About to Happen in CeFi?

(31:37) Your DeFi Project Isn't Sexy

(35:45) Can DeFi Tokens Accure Value?

(41:23) Why You Should Avoid Low Float Tokens

(44:27) VCs Are In Trouble

(49:20) Avi and Dan Run Wild

(51:06) Wrapping Things Up

--

Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.