20 feat. a pseudonymous fixed income trader (Our MSTR mea culpa, are CME futs cursed, what isn't a commodity?) (EP.159)

On The Brink with Castle Island

English - December 18, 2020 11:00 - 35 minutes - 48.2 MB - ★★★★★ - 272 ratings
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Previous Episode: Amber Scott (Outlier Canada) on crypto-bank relationships in Canada (EP.158)

Next Episode: Matt Hougan (Bitwise) on the prospects for a Bitcoin ETF in 2021 (EP.160)

Matt and Nic return to cover a blockbuster week of ATHs. We invite a pseudonymous bond trader to give a rebuttal to our somewhat misguided take on the Microstrategy bond offering on last week's episode. Also in this episode:

Our take on the STABLE Act (again) Are balances on the Dunkin and Starbucks apps stablecoins Paxos raises a $142m Series C SBI acquires B2C2 The BITW premium explodes Ruffer's telling reasons for investing $740m in Bitcoin The CME announces ETH futures ... three years to the day since the CME Bitcoin Futures launch Did the CME futures pop the 2017 Bitcoin bubble? We screwed up with our take on the MSTR bond offering We revisit the MSTR convertible note Who is buying the MSTR fixed income offering? Coinbase inches towards an IPO ErisX introduces sports-based futures contracts Why onions aren't a commodity Bitcoin values are American values

Content mentioned:

Nic in Coindesk, Nationalizing Stablecoins Won't Improve Financial Access