Oct 8, 2018
In this week's episode, Marty and Matt sit down with Murad Mahmudov to discuss: - Murad's bear thesis - Swensen/Yale investments (https://www.bloomberg.com/news/articles/2018-10-05/yale-is-said-to-invest-in-crypto-fund-that-raised-400-million) - Supply chain attacks + secure hardware (https://www.bloomberg.com/news/features/2018-10-04/the-big-hack-how-china-used-a-tiny-chip-to-infiltrate-america-s-top-companies) - Bitcoin Core v0.17.0 release (https://bitcoinmagazine.com/articles/bitcoin-core-0170-released-heres-whats-new/) - Gemini gets asset insurance (https://medium.com/gemini/digital-assets-insurance-adbfb0c44e74) - Bitfinex cut ties with Noble, now with HSBC (https://www.theblockcrypto.com/2018/10/06/bitfinex-moves-its-banking-relationship-to-hsbc/) - SegWit txs almost at 50% work(https://transactionfee.info/charts/payments/segwit) - Eris announces Bakkt competitor (https://www.bloomberg.com/news/articles/2018-10-03/eris-exchange-to-create-crypto-market-backed-by-drw-virtu) - Aaron van Wirdum's privacy series (https://twitter.com/matt_odell/status/1047116230048583685?s=19) - Murad + David Puell's MVRV Ratio (https://blog.goodaudience.com/bitcoin-market-value-to-realized-value-mvrv-ratio-3ebc914dbaee)