The Crypto Narratives Podcast

This is Definitiv-ely something to check out if you're trading on-chain.Until now buying spot assets on-chain has been a vastly different experience to trading perps on a CEX/DEX and no-where near institutional grade in terms of how on-chain spot is traded.The game has changed with Definitiv.fiIn this episode you'll learn:- How the team is leveraging their ex-Coinbase experience to develop the best tooling for trading on-chain- What is possible today including TWAP orders, limit orders, trade reporting and portfolio analysis- Where the product is headed next and how you can get involvedI'm an avid user and now do ALL my on-chain trading through Definitiv. The upcoming TGE has the potential to be the largest launch since $HYPE.Enjoy the pod!This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

The next era of DeFi is upon us, and teams like Symphony are really leading the charge with their symphony.ioIn this episode we speak with one of the Co-Founders. You'll learn:- How they are unifying all DeFi apps across all chains into one intent-centric and agnostic execution network- Why they built and shipped SympAI, and how this agent is already autonomously executing perpetual trades!- Their experiences of Virtual's G.A.M.E vs. Eliza by ai16z and what the differences are- What the future holds for onchain trading and how you can be early to Symphony (alpha)- What their plans are for AI agent cross-chain executionWe're excited about a future that unlocks all of DeFi instantly, without the complexity!This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

AI Agents, Agnetic Economy, Trading terminals.That's the focus as we kick off the next series of podcast episodes. In this episode you'll learn:- Where does crypto x AI intersect, and why focus on DeFi first?- How they are building a network of verified agents to help users complete tasks- What is Autopilot and how will that product bring in new capital to crypto?- How agents differ from bots- Where this technology is headed over 2025 and beyondAsh has been building in crypto for a number of years and understands the pain points that users may have. They are backed by a16zcrypto and CMT Digital so clearly some bigger brains have their eyes on the team!Website: https://www.ax.al/Twitter: https://x.com/getaxalThis episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

There's a big open question mark about whether crypto will create anything useful.That's why it was refreshing to speak to Lafa, the core contributor at SYMMIO.We talk about a range of things including:- Memecoin mania, and the sustainability of it- What it takes to bring the next wave of RWA's on chain- Why nobody has done intent-based perps (yet)- What's coming next with SYMMIO - Personal connections in crypto and where the industry is goingUsually we are talking to traders about shorter term setups. It's great to zoom out and look at how the whole trading landscape can and will change, and the opportunities for you as an investor and trader.Enjoy the pod!This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

Pierre is easily one of the most respected Trend traders in crypto.In this episode we deep dive into his trading system and get an insight into:- The indicators he likes to use and on what timeframes- What his models are currently saying- His approach to risk management (taking profit and stop losses)as well as a candid discussion about his trading journey and all the lessons learnt on the path.He's a humble guy with an impressive track record. I like to think of him as "the trader's trader".Enjoy the episode.This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

Also known as the "lower time frame GCR", CryptoNexus has developed a reputation for nailing market moves and being in and out at the right time.In this episode we explore his trading strategy and how he's developed such intuition over time. We also talk about:- Risk management and position sizing- Knowing when to take an L and move on- Responding to news and how to develop an edgeas well as touching upon his current thoughts on the cycle and how he's looking to trade it.Like all episodes with prominent CT traders, this was a blast to record - and we hope you also have fun listening to it :)This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

In this episode we connected with Simon Jones, the Co-Founder of Reya Network (something I'm sure you'll hear more about in the coming weeks!)Reya Network is the world's first trading-optimised L2, providing two key benefits:1. Performance: with 100ms blocktimes and >30k TPS 2. Liquidity: Users can stake capital into the network which is then converted into liquidity DEXes on Reya Network can useIn this episode you'll learn:- How Reya is transforming the way DEXes source liquidity- Opportunities for everyone from retail investors right through to institutional capital to be involved at the early stage of an emergent L2- Benefits for traders when having truly cross-margined collateral across different dAppsWe are in the early days of eating market share from Binance and other CEXes. Innovations like SYMM and now Reya Network will usher in this chapter for DeFi.This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

It's obvious we are in a bull market. But how do you capture the 'meat' of the move without being late to the party?In this episode, we speak to one of the most successful 'systematic' traders on Crypto Twitter. If you don't know what 'systematic trading' is, don't worry - we've got you covered!  Better still, this is something you can start doing right away.In this episode you'll learn:- How to identify price action momentum.- The best tools to use.- Recent examples of his system including $FET and others.- Risk management and knowing when to take the L.- Outlook for the rest of the bull market.This recording is packed full of educational information, and a great reminder that once you've built your own system - it's a lot easier to have conviction in your plays.Enjoy the episode with Pedma.This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

In this episode we speak with Joe DeTommaso, who is Head of Strategy at Composable Finance. Joe has a unique insight into crypto given he's worked for crypto hedge funds, a leading crypto market maker, and also one of the largest VC's in the space. His next challenge is scaling the liquid re-staking market. In this episode you'll learn: An overview of what is re-staking and who the major players are on each chainRecent developments in Inter-Blockchain Communication (IBC) and why it's importantCatalysts for the Cosmos and SOL ecosystemsChain abstraction, wallet abstraction and the modular thesisSometimes we interview traders, and sometimes we interview product people that deeply understand the technology that will ultimately shape the next narratives. Enjoy the pod.This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

Layer 2's are in vogue, but how many of them are focused on institutional use cases?  In particular, if RWA's are to come on-chain, regulated firms need to feel comfortable with who they are dealing with. This is where KYC L2's like Kinto can come in. Is it topical? absolutely - and we touch upon the philosophical tradeoffs when having permissioned access.  In this episode you'll learn:- What tech stack they are using to achieve this.- How you can get involved in Kinto.- What dApps are currently being built and who the potential builders are.As well as Ramon's learnings from building Babylon Finance (a DeFi social asset management) and other narratives he's watching out for including GameFi. Ramon is both an investor and a builder so it's great to pick the brains of someone who fully puts their money and all their time into progressing the on-chain revolution.Follow Kinto hereThis episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

Interns rule crypto twitter right?In this episode we go behind the scenes with the GMX Intern and learn:- How he found out about GMX early and created a role for himself- Why you may be underestimating where GMX is going with their v2 product- How he identifies opportunities, whether it be DeFi or memecoinsand a whole lot more.Our industry is full of smart and colourful people, and amidst the vc's, founders and liquid token funds it's really nice to hear the stories of the people that are deep in the weeds of various communities and how they are run.Enjoy the pod!This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

DeltaXBT is one of the most seasoned crypto traders who also is a highly profitable Tradfi trader.We touched upon his strategy for trading Bitcoin and Ethereum and some of the tools that he uses to screen for altcoin strength.In this episode you'll learn;- The transformative impact of journaling your trading.- What is Orion Terminal and how can you use that to inform your trading.- Position sizing & risk management.Plus so much more.Follow him on twitter here. This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

Honeybadger is one of the most consistent traders in crypto. He has a few edges including systematic/algorithm strategies and a deep understanding of where we are in the cycle with narratives.In this episode you'll learn:- How he creates, backtests and optimises his algorithmic strategies-  What contrarian trading and being aware of 'mind-virus' versus what the data is showing you- What is trdr.io - How he thinks about short term and long term asset allocation- Using stop losses (if at all)This episode was recorded back when $BTC was at $37k and his level of conviction and clarity of thought has played out to a tee.There's a lot to learn and apply in 2024!This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

Blocmates is the perfect balance between a professional analyst and a complete degen. He has an incredible ability to spend most of his time on the right hand side of the curve, but bring in the mindset of the left-hand side - a strategy that continues to pay.In this episode you'll learn:- His research process and sources of information- Narratives ranging from LP-DeFi, liquid re-staking and intents- His original Solana ecosystem thesis and whether that plays out in 2024The best way to follow him is on Twitter and his research via blocmates.comThis episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

Heart is the "trader's trader", followed by many of the biggest names on crypto twitter.In this episode we:- how he splits his portfolio between perps and on-chain activity- spotting meme coin narratives and what looks interesting for next year- reflections on 2023 and how he could have traded it better- finding macro confluence with your trade setups- managing your own psychology and who to surround yourself withI really enjoyed this episode with someone who has crushed the markets this year and is likely to do so in 2024 too.This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

Yes, *the* Charlie Lee, creator of Litecoin (LTC).I was fortunate enough to spend a few days playing poker and hanging out with Charlie recently. If you'd like to be a fly on the wall in our conversation, then this episode is definitely for you. You'll learn:- How Charlie approaches his personal trading (spot and options)- Why you might want to pay attention to the Litecoin Foundation - His thoughts on CBDC's and the wider regulatory environment- What verticals he is angel investing into- Thoughts on some of his best and worst trades everCharlie is one of the pioneers of our industry, and remains a thought leader on where crypto is going. Enjoy the pod :)This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

Vega are at the forefront of building on-chain trading infrastructure, onboarding TradFi firms at the core of their offering.We all know and love retail perp DEXes, but these guys have built something quite different.In this episode you'll learn:- What differentiates Vega, and why have a dedicated app chain for a trading protocol- His thoughts on various L1s , L2's and the tech stack needed to build something like Vega- How community-led liquidity works (AMM x Orderbook)and so much more..Follow them on X and you can check them out here.This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

RunnerXBT works for a propriety crypto trading fund.His edge is in a) analyzing order flow and b) trading narratives.In this episode you'll learn:- What is orderflow analysis and how does it inform his trading strategy- Which data sources he finds most valuable- His playbook for the ETF launches- Managing your physical and mental game - What narratives he is observing...and so much more!Give him a follow on Twitter where he shares a lot of analysis on the markets.This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

Intents, Intents, Intents!Is it going to revolutionize the way we trade on-chain?In this episode, we speak with levy, who is the Founder of IntentX - one of the first to bring an intents based framework on chain for trading perps.You'll learn:- How the 'UniswapX for perps' model works, and why this is better for traders- What the future of DEXes looks like- His thoughts on the critics of intent-based trading models- How you can get involved- Advice for anyone starting a DeFi project in 2023 and beyond...plus so much more. Enjoy the pod :)This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

Michael Wasyl is the Co-Founder of Bracket Labs. BracketX is their suite of range-bound products built for DeFi. As much as we all love bull markets, the reality is crypto spends a lot of time consolidating in tight ranges. How do you make money in these sideways-trending markets?One option is of course pairs trading. The other is some of the structured product vaults that they offer. In this episode you'll learn:- How their structured products are designed- How you can participate either as a funder or as a buyer- Mike's thoughts on what DeFi needs to do in order to attract more users If you'd like an insight into the mindset of a Founder at the forefront of innovation in DeFi, then this episode is a must!This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

One of the best ways to get ahead in trading is to listen to experienced traders that have a completely different system to you.Often, there's some valuable nuggets of insight that you can apply to your own way of trading crypto.In this episode, we had the pleasure to speak with prominent CT trader, Ritesh about how orderflow feeds into his model and consistent returns.You'll learn:- The nuances of the Asia trading session and things to look out for- What is orderflow analysis and which tools does he use on a daily basis- How to build up an idea of "Market Profile" and knowing where to set your Take Profits levels... plus so much more.We really enjoyed this episode and hope you do too!This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

Murad is the Founder of STFX, and has been a crypto investor and advisor since 2013.He also started one of the first ever on-chain analytics companies and has a unique perspective on where DeFi technology is going.In this episode you'll learn:- The indicators that he thinks are useful when analysing on-chain data- Why intent-based architecture is such a big deal in trading- What it will take for DEXs to capture market share from BinanceThere are some great soundbites from this episode, one of my favorites being:"I believe that every type of derivative will boil down into a liquid global limit order book on-chain that anybody can participate in"Murad is one of the smartest minds in the space, so enjoy the episode :)This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

Caspar is a seasoned economist, who has worked for both the U.N and in Investment Banking in Switzerland.He's now the Co-Founder of an innovative platform called D8X.In this episode you'll learn:- What is missing in DeFi and why TradFi is not here yet- Why you may be underestimating Switzerland when it comes to crypto- What are 'quanto' perps, and why are they the next big thing for traders?we also talk about zkEVM for perps trading, global macro (inc. China) and the current funding environment for builders.Enjoy the pod :)This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

Cointelegraph have asserted themselves as a global thought leader in the blockchain and crypto industry.With analysts like Ray Salmond, it's easy to see how and why they've managed to dominate in terms of both news and market views.In this episode we speak to Ray about:- His macro thesis and what that means for crypto- His research process and the sources that he finds the most reliable- Trends in the bitcoin mining industry- Altcoin charting and when it works- Upcoming narratives in 2024Ray is also a prolific writer, and his Substack is definitely worth a follow!Enjoy the podThis episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

Nick is one of the savviest investors in crypto. Recently we've had traders on the podcast, so it's refreshing to now switch gears a bit and speak to someone with more of an investor's perspective on the market.In this episode you'll learn:- Why poker players thrive in crypto- His approach to gathering data and breaking down projects- How he runs his own Long/Short (pairs!) portfolio- The 'options' narrrative- How to build a trade from idea origination to execution including weighting, vol and beta...plus much moreI'm personally looking forward to working with Nick and getting an investor like him to trade on Pear Protocol!Follow him on TwitterThis episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

marty, marty, marty... when it comes to options he is very smart(y)In this episode, we were honoured to be joined by @thinkingvol, to discuss all things crypto options. You'll learn:- Marty's background and how he got into crypto vol markets- Why he thinks vol is so much lower post FTX- How important option hedging flow is for price action on Bitcoin and ETH- Where to source data (alpha alert)- His thoughts on 'max pain' and good resources to learn more- The good, bad and ugly in the option DEX space...and so much more!This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

TraderMercury has been playing chess against the market, and winning.How has he done it? What is his system? What is his outlook now?In this episode you'll learn:- How crypto is different from trading equities- What is trend? How do you analyse which direction the market is trending?- The importance of patience combined with conviction- "Mastering the grey zone" and efficiently trading chop- Overcoming recency bias- Outlook for markets in Q4 2023 and beyondGive him a follow on Twitter !This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

docXBT is one of the most consistently profitable traders on CT (I refuse to call it CX)In this episode you'll learn:- His trading system and technical indicators- Game theory in crypto- His watchlist of 8-10 tokens and knowing which tokens to add/remove- Narratives and pair trading- Achieving a work-life balance and advice for aspiring tradersdocXBT is also just one of the nicest guys on crypto twitter and a pleasure to share views with.Enjoy the pod!This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

Ansem is one of the greatest traders on Crypto Twitter.A Computer scientist at heart, he deeply understands narratives and trends better than almost anyone else out there.In this episode you'll learn:- His key technical and fundamental process for entering trades- How he uses different financial instruments to balance his portfolio- Current narratives and positioning including EIP-4844- His bull thesis for Solana- The pair trades that he likes the most... and so much moreIt's hard to convey just how much alpha there is in this episode. If you want a breakdown of how he thinks, and how and when he trades then this exclusive episode is right up your street!This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

Darius is one of the most experienced TradFi traders in crypto, who has now pivoted to build his own Decentralised Exchange.In this episode you will learn:- Lessons learnt from trading commodities- What happened when the GLD etf launched- The unique features of Vertex Protocol- The joys and challenges of building in DeFi- His best and worst trades ever...and so much more.I truly believe Vertex will be one of the largest DEX's on any chain. To get ahead of the narrative, enjoy the episode.Follow Darius on Twitter here and Vertex here.This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

Chris is an ex-GSR trader who is now mentoring at Outlier Ventures, an Ambassador for Vertex Protocol and guest writes for Derebit.His unique experience in DeFi and the options markets make this an episode full of useful content for the aspiring trader.We talk about:- Altcoin Option markets- BTC and ETH volatility trends- Crypto/equity correlation- Pair trading narratives- "The Flippening" of ETH/BTC- Market views for the summer ... and so much moreDefinitely give him a follow on Twitter and enjoy the episode!This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

Matt Fiebach is one of the brightest research minds in crypto and this episode shows why that is. You'll learn:- current governance forum alpha- developments in the DeFi derivatives space including Kwenta and Synthetix- Thoughts on various L2's and revenue from centralised sequencers - DeFi tools like GrantFarm and GovHub- an explainer on sandwich attacks...and so much more!Matt has an incredible ability to explain complex topics in a digestible manner. Normally the research he publishes is behind a paywall so this is a unique opportunity to get this thoughts for free :)Follow him on TwitterThis episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

Ouroboros Capital is one of the fastest growing Crypto Hedge Funds.Within the space of 18 months, they have grown their portfolio to multi-million dollars which includes a number of strategies including venture investing as well.In this episode you'll learn:- How they went about finding investors and why content is king- What is equity long/short and how does it apply in crypto- How they think about the options market and what option strategies they are currently planning to implement- Narratives that they are investing in for the rest of 2023- How to think about mean reversion when pairs trading...and so much more!Ouroboros is one of my favorite accounts on Twitter. If you don't already, give them a follow!This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

BitWise Investments is one of the largest asset managers in crypto, managing with over $1bn in AuM for their clients. Ryan is one of the lead Research Analysts and one of the smartest voices in the space. In this episode you'll learn:- Top 10 things to look out for in 2023- What big investors think about L2's- Why they have been bullish on $COIN since the start of the year - The link between crypto and equity markets - Trends in staking eth and preferred ways to participate to earn yieldI was delighted to host this conversation and pick his brains about his research. There are hours of free research to read on their website, and this episode gives a great overview of it all!Follow Ryan and BitWise Investments Research.This episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.

Welcome to The Crypto Narratives inaugural episode!Over here we interview VCs, research analysts and hedge funds and pick their brains about different trends and investments in the crypto space.Our first episode kicks off with Jeff Wang, General Partner at RNR Capital.We discuss a wide range of topics including:- Jeff's views on the Shapella upgrade and the various LSD's to capture yield- His EOY target for $ETH - An explainer on zK proofs and which projects are truly building in this space- His thoughts on the macro landscape and assets outside of crypto- Dead Narratives to avoid in 2023plus a whole bunch more!We also ended with a fun quickfire round of questions, something we'll do with all our guests going forwards!Follow Jeff on Twitter and here's the link to his education hubThis episode is sponsored by Pear Protocol.Pear Protocol is the first narrative trading platform on-chain where users can go simultaneously long one asset and short another in one pair trade. Visit us on discord to squeeze out all the pre-launch alpha on $PEAR.