The Parsec Podcast

Spreek joins us on another round up to discussBybit Hack Saylor poor?Hype whale positionMaker dramaDouble dipperoo equity / tokensidk 

On todays ramble we discuss Trump Inaguration $TRUMPSaylor / Microstrategy EF mixupTether fud?

Spreek Hops on the Pod for a roundupWe discuss:* Polymarket, election, prediction markets at large* How BTC & Majors will trade around election results* AI AgentsCheck out parsec's polymarket data: parsec.fi/polymarket

Domer, one of the largest traders and liquidity providers on Polymarket comes on the pod to discuss the history and rise of prediction markets.We discuss:* History of Prediction markets* The Venezuelan Election Market* Why Polymarket has grown so much* Where he finds edge, his workflowLinks:Domer TwitterVenezuela Election Post

We discuss celebrity tokens (rugs), the election & prediction markets. Everything is a chain. Some new projects

Jon Itzler comes on the pod to give a deep dive into Farcaster, Fantasy Top, and Friend Tech. The macro speculation thesis and what the success stories in Social have gotten right and whats needed for the next level of success.LinksItzler's Twitter

Spreek comes on for our weekly roundup* ETH ETF progress, grayscales actions* FriendTech & Fantasy.Top* Market Dispersion* Musings on Future narrativesLinks* Listeners get 5% off parsec (promo code: parsec-pod)*Spreek's Twitterdisclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)

Dan from Pendle comes on the show to discuss their recent explosive growthTopicsHow pendle worksEigenlayer related growthDifferences with a swaps model, pros/consPendle 2.0Linkspendlependle parsec layouts

Sam from Spark joins us to discuss all things Maker and its upcoming endgameWe Discuss*  Early days of Maker*  SubDaos* Token Split* Spark growthLinks-  Sam's Twitter-  Spark

Z aka Split Capital comes on the pod to discuss FTX claims and the broader marketWe discuss* Evolution of FTX claims* What caused the recent repricings* Profile of buyers and bankruptcy game theory* Wealth effect of FTX claims being sold* Exchange landscape and what DEXes can do better* & More!Links* Melting Crypto Winter* Zaheer's twitter

Walt From Cyber Fund comes on to discuss Newly Launched CelestiaWe discuss:* What data availability is* How Celestia competes with Ethereum* Comparisons to Bitcoin ethosLinks:* Walts Twitter* Celestia

On today's episode we brought on Steve from @tradeparadigm to discuss * Option market activity surrounding the big move* Infamous whale call seller* BTC vs ETH vol * Future of crypto optionsSteve's TwitterTrade Paradigm

Mag from Skip comes on to discuss Skips work with dydx and Skips custom MEV stackWe discuss:* dydx's new chain and the associated MEV attack vectors* Skips solution to these* Social slashing pros and cons* Pokemon streamingLinks* Skip Website* Skip dydx dashboard* Listeners get 5% off parsec  (promo code: parsec-pod)

Brought back Spreek to discuss all recent crypto events* FTX clawbacks* Real World Assets (Maker)* Friend Tech* Onchain Telegram Bots / RollbitLinks*Listeners get 5% off parsec  (promo code: parsec-pod) * Spreeks twitter

Guy and Conor from Ethena come on and discuss the soon to launch ethena stablecoin USDeWe discuss the 4 pillars of a stablecoin and how ethena is approaching:* What trade is ethena executing* Decentralization/Custody of Assets* Managing risk across exchanges* Funding rate dependence/history* stETH as the collateral choiceLinks* ethena twitter

We talk intents with Hart:* Harts experience trading treasuries & the unique market structure there* Intents ~= Market Making* Potential use cases beyond trading* Bridging and Harts project Across* Crosschain Intent systems & their Capital EfficiencyLinks:* Hart's Thread we discussed* Across* Paradigms Intents Primer

Even though its been quiet out there, we bring Spreek on to discuss all the recent events in crypto and what might be next.We discuss* AI narrative* Worldcoin* Multicoin fiasco* Memecoin Frenzy * FTX 2.0?* Are oracles on the way out?* Genesis / DCG debt problems* GameFi might be nextLinks* Listeners get 5% off parsec (promo code: parsec-pod)* Spreekdisclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;) 

Shanghai was a success, but whats next?EigenLayer team joins us to explain Restaking.We discuss* What is Restaking?* Eigenlayer marketplace* Use cases of ETH securityLinks* Listeners get 5% off parsec (promo code: parsec-pod)* EigenLayer* Sreeram's Twitter* Calvin's Twitterdisclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;) 

Join us this week as we attempt to navigate the stablecoin chaos with "Yevman" from SwapglobalWe discuss* Prime Brokerage in crypto* Crypto Swaps and who trades them*Tether Shorts *Counterparty and Exchange risksLinks* Listeners get 5% off parsec (promo code: parsec-pod)* https://swapglobal.com/disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;) 

Is the bull market back? Spreek joins us to discuss the latest in crypto narrativesWe discuss* Polygon Burn rate* Trade Rotations (cartel,canto,AI,china)* Blur * Arbitrum*GMX / Casinos*Paxos ruggedLinks* Listeners get 5% off parsec (promo code: parsec-pod)*Spreek's Twitterdisclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)

Jito Labs cofounders come on the show to discuss Solana MEV and how Jito is tackling redistribution of MEV via jitoSOLWe discuss:* comparison of Jito to EVM MEV auctions like Flashbots* Long tail Solana MEV and searcher shenanigans* Competitive landscape of MEV on Solana* Solana's futureLinks:* Jito: jito.wtf* Buffalu Twitter* Seg Twitter*Listeners get 5% off parsec (promo code:parsec-pod)disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;) 

Gearbox is a novel lending protocol built on top of credit accounts. We chatted with Ilgiz, Mikael, and Jared from the gearbox team.We discussed* Gearbox's goal of becoming a prime broker* How the protocol provides efficient leverage* Risk framworks and how to scale the protocol* Potential for synthetic assetsLinks* Gearbox*Mikael*Ilgiz*Jared*Listeners get 5% off parsec (promo code:parsec-pod)disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;) 

Danijel from Thales joins us to discuss their innovative AMM approach to prediction markets.We discuss*Overtime Markets (Thales sports AMM)*Toxic Flow*Prediction Vaults*World Cup winnersLinks* Thales * Overtime* Daniel Twitter *Listeners get 5% off parsec (promo code:parsec-pod) disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;) 

Doug Colkitt, an experience HFT and MEV searcher lays out his theory on Alameda's downfall and how FTXs toxic flows and liquidation engine played a role in the insolvency.We also discuss Dougs new AMM project CrocswapLinks* Doug's original Thread * Crocswap twitter* Listeners get 5% off parsec (promo code: parsec-pod)disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)

Spreek joins us to discuss the FTX collapse and what it means for crypto's future,  recorded November 9thWe discuss* Possibilities of a bailout* How this could have happened?* ContagionLinks* Listeners get 5% off parsec (promo code: parsec-pod)disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)

Nick Cannon of Gauntlet joins us to discuss DeFi Risk Management following the Mango hackWe discuss* How Mango went down* Gauntlet's framework for quantifying risk* Pros/Cons of on-chain governance, avenues for improvement* Gauntlet's new treasury management protocol AeraLinks* Aera* Gauntlet* Nick's Twitter* Listeners get 5% off parsec (promo code: parsec-pod)disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)

Monet Supply,  knower of all things lending joins us to discuss on-chain lending dynamics into the merge.We discuss* How different protocols have reacted to the risks* stETH's overweight influence on aave* his idea for a synthetic asset model* maker & RWAsLinks* Aave ETH pause* monet twitter* Listeners get 5% off parsec (promo code: parsec-pod)disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)

DeFi Roundup with SpreekWe discussed The ETH MergeOptimism recent success / L2 warsUSDC blacklist risksAave and Curve new stablecoinsNomad Hack / BridgesLinks* Listeners get 5% off parsec (promo code: parsec-pod)disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)

Owen, State, and Daniel from Sudoswap join us to discuss the newly launched NFT AMMWe Discuss* Comparisons of Uniswap V3 to Sudo* Sudo as a tool to financialize NFTs* Flexibility of Sudo as not just an AMM* DeFi primitives that can be built on topLinks* Sudoswap* 0xmons Twitter * State Twitter * Listeners get 5% off parsec (promo code: parsec-pod)disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)

Afif - a Synthetix core contributor - joins us to discuss the revitalized Synthetix protocolWe discussThe Atomic Swap volume and how legit it isStaking pool dynamics & effects of inflationCollateral wrappers and diversifying the poolHow the system compares to terra / makerUse cases moving forwardLinksSynthetixAfif Twitterparsec

Nathan Van der Heyden from Snapshot joins us to discuss governance and how Snapshot fits into an evolving on-chain governance landscapeWe discussVoting infrastructureSnapshot X on starknetthe Modular Governance ThesisstarcraftLinksSnapshotSnapshot Xparsec

DeFi Roundup with SpreekWe DiscussedMerit Circle SAFT clawbackStablecoins in a high yield environment, difficulties of yield passthroughs on chainTron shenanigansstETH DiscountAlt L1s sentiment / corollary with DeFiLinksSpreek TwitterMerit Circle Forum PoststETH Dashboardparsecdisclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)

Kevin Zhou from Galois Capital, the fabled terra bear, comes on to discuss the collapse of UST and the events of one of the wildest weeks in crypto history.We discussedInitial depeg on curve, how Galois reacted/positionedThe compounding of negative factors led to an accelerated failureGame theory of the decisions made during the collapseLFG reserves and if a alternative collateral structure would have helpedRoman historyLinksLFG ThreadGalois Twitterparsecdisclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)

Will Price,  co-creator of Locke Protocol sits down with will and fozzy to discuss the protocol and its use cases. We discussedHistory of on chain token launchesWhat it means for locke to be MEV resistantLocke as a mechanism for proof of liquidity of PCVNFT mintpasses as a potential use case, drawbacks of current systemsDAO treasury diversificationLinksIntroducing Locke ProtocolLocke Twitterwill price twitterTWAMMparsec