Bitcoin and Beyond

Latest Episodes:

Trump's Tariffs and Crypto Flash Crash Explained (audio) Feb 10, 2025

Show notes

In this week’s episode of Beyond Bitcoin, host Derek Graham and Greg Galton, Chief Analyst at Portal Asset Management, discuss the impact of Trump’s recent tariff announcements on the crypto market, which caused a temporary flash crash. They delve into Bitcoin’s resilience compared to altcoins, the growing adoption of Bitcoin by institutional and corporate investors, and the challenges facing altcoins amidst an overwhelming number of tokens. The episode also explores whether an altcoin season is on the horizon and suggests strategic approaches to crypto investing.

Tune in for insightful market analysis and predictions.

00:00 Introduction and Market Overview

00:30 Trump’s Tariffs and Crypto Market Impact

01:57 Bitcoin vs Altcoins: Market Reactions

04:54 The Future of Altcoins

10:10 Investment Strategies in Crypto

17:50 Bitcoin’s Dominance and Future Outlook

20:46 Conclusion and Final Thoughts

Dan Tapiero on the Evolution of Crypto and Future Investment Trends | PART 2 (audio) Nov 18, 2024

Show notes

Join Derek Graham in this engaging episode of Beyond Bitcoin as he and guest Dan Tapiero discuss the burgeoning world of Bitcoin, crypto assets, and the macro events shaping our digital landscape. They delve into the importance of diversifying into Bitcoin, the role of decentralization in infrastructure, and the potential for tokenizing real-world assets. Learn about the significance of digital wallets, the unique advantages of cryptocurrency in global contexts, and the promising future of decentralized finance. This episode is a goldmine for anyone eager to understand the evolving landscape of digital assets.

Institutional Crypto Investment Insights with Andrew Woodruff (audio) Oct 29, 2024

Show notes

Join host Derek Graham as he interviews Andrew Woodruff, CIO of Black Lotus Capital, in this episode of 'Beyond Bitcoin.' Discover Andrew's journey into the crypto space and the unique institutional approach of Black Lotus Capital, focusing on a research-driven, long-short investment strategy targeting altcoins. Explore the balance between managing volatility and capturing significant value, the importance of sustainable competitive moats, and the impact of meme coins. Learn about their commitment to institutional-grade processes, risk management, and adaptive strategies to create alpha in the evolving crypto landscape. Connect with Andrew on LinkedIn for further insights and networking opportunities.

DISCLAIMER: THIS DISCUSSION IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT TO BE CONSIDERED INVESTMENT ADVICE

Navigating the Crypto Space with Kelvin Koh of Spartan Capital (audio) Oct 14, 2024

Show notes

In this episode of Beyond Bitcoin, Derek Graham engages in a comprehensive discussion with Kelvin Koh, CIO of Spartan Capital. They explore investment strategies in the crypto sector, particularly in Web 3.0 and decentralised finance, and discuss the importance of understanding market cycles, managing risks, and portfolio allocation. Kelvin shares insights from Spartan's experience, highlighting the differences between hedge fund and venture capital management. They also examine the implications of crypto's growing influence on traditional asset classes and offer advice for institutional and retail investors entering the field. Join Derek and Kelvin for a deep dive into the evolving landscape of cryptocurrency investments.

00:00 Introduction and Welcome

00:41 Overview of Portal Digital Fund and Spartan Capital

02:10 Navigating the Crypto Investment Landscape

03:47 Risk Management Strategies

05:01 Differences Between Hedge Funds and Venture Capital

08:23 The Future of Crypto and Tokenisation

15:58 Guidance for New Crypto Investors

21:33 Conclusion and Final Thoughts

Solana vs Ethereum: The Next Crypto Giant (audio) Sep 30, 2024

Show notes

In this episode of Beyond Bitcoin, hosts Deryck Graham and Greg Galton from Portal Asset Management discuss the latest developments in the cryptocurrency market, particularly focusing on the recent Breakpoint Solana conference. The episode covers the rise of Solana as a competitor to Ethereum, comparing their respective technologies, transaction speeds, and market capitalizations. Additional points include Bitcoin surpassing $60,000, Chicago Fed's Financial Conditions Index, and in-depth discussions on the differences between proof of work, stake, and history protocols.

dYdX Unveiled: Crypto Derivatives and Decentralised Finance (audio) Sep 16, 2024

Show notes

In this weeks episode of Beyond Bitcoin, host Derek Graham, is joined by Nitin Gaur and special guest Charles d'Haussy, CEO of DYDX Foundation. They discuss the fascinating journey of DYDX, a leading decentralised exchange specialising in crypto derivatives. Charles shares his experience from his early days in crypto, his tenure in the Hong Kong government, and his role at Consensus. Learn about the advantages of decentralised exchanges over centralised ones, the importance of non-custodial platforms, and the rising influence of DYDX in the DeFi space. The episode also covers the potential and challenges of perpetual futures contracts and offers a look into the future of blockchain technology and artificial intelligence in trading. Tune in for a deep dive into DYDX's innovative approach and its impact on the industry.

Ripple's $33 Billion Journey: Unveiling XRP's Past and Future (audio) Jul 29, 2024

Show notes

In today's episode of Beyond Bitcoin, we delve deep into Ripple and XRP, exploring the reasons behind its $33 billion market capitalisation and its significant milestones over the past decade. We also dissect tokenomics, examining what it takes to evaluate the fundamentals of a crypto asset. Join us as we reveal why we have taken a short position on Ripple and provide expert insights into the intricate and evolving world of cryptocurrency. Whether you're an investor, enthusiast, or curious about the future of digital assets, this episode is packed with valuable information you won't want to miss.

Navigating the Market - Insights on Bitcoin, DeFi, and AI with Greg Galton (audio) May 20, 2024

Show notes

In this episode, we dive deep into the current cryptocurrency market with our special guest, Greg Galton, who provides his monthly market commentary. In this episode, we cover a comprehensive market overview with the latest updates on Bitcoin, Ethereum, and other major cryptocurrencies. We explore Bitcoin's current dominance and its implications for the market. Discover the latest trends and innovations in Decentralized Finance, including insights on Solana's growing ecosystem. Learn about the intersection of AI and blockchain technology and how it’s shaping the future. We also look into the impact and significance of meme coins in the crypto market and provide important regulatory updates, including recent actions by the SEC. Key takeaways include understanding Bitcoin's role as a reserve asset and its future potential, the importance of DeFi and its impact on the broader financial ecosystem, how AI tokens are revolutionising the blockchain space, and insights into token valuation and investment strategies. Whether you're an investor, developer, or just curious about the world of digital assets, this episode offers valuable insights into the ever-evolving cryptocurrency landscape. Don't forget to subscribe, share, and stay updated with all things crypto!

#Bitcoin #Ethereum #DeFi #Cryptocurrency #Blockchain #AItokens #Solana #CryptoMarket #DigitalAssets #MemeCoins #SECRegulations #InvestmentStrategies

Exploring the Future of Crypto: A Macro Perspective (audio) Apr 11, 2024

Show notes

🚀 Welcome to another episode of Beyond Bitcoin, joined by a special guest Mark Witten !

🌐 In this fascinating conversation, Deryck, Mark, and Nitin dive deep into the current state of the crypto market, its correlation with global macro trends, and the potential for altcoins to outperform Bitcoin.

💰💡 📈 Mark starts by dissecting the complex macroeconomic landscape, highlighting the shift from traditional cycles to a secular transformation in crypto demand and supply. He discusses the surprising speed of Bitcoin's resurgence and the emergence of new investment horizons beyond traditional assets.

💼 Deryck sheds light on the challenges faced by wealth managers in embracing digital assets, emphasizing the lack of knowledge and regulatory constraints inhibiting their adoption.

💡 Nitin zooms in on the correlation between crypto and commodities, exploring the expanding role of cryptocurrencies beyond mere store of value to broader ecosystem drivers.

💡💭 As the discussion unfolds, the trio delves into the potential of altcoins, the evolving investor landscape, and the inevitable shift towards crypto in diversified portfolios.

🔮 Join us as we navigate the ever-changing seas of finance, predicting the future of digital assets and their impact on global wealth creation! 🌟✨

Decentralized Finance Unleashed: A Conversation with ZKLink's Vince Yang (Audio) Mar 14, 2024

Show notes

Welcome back to Beyond Blockchain! Join our hosts Deryck Graham and Nitin Gaur as we delve into the exciting world of decentralized finance and blockchain technology. In this episode, we have a special guest joining us - Vince Yang, the co-founder of ZKLink. Get ready to embark on a journey into the future of finance with us as we explore the cutting-edge advancements reshaping the landscape of digital assets and transactions.

🌐 🌐 Unraveling the Power of Zero-Knowledge Proofs: Discover how ZKPs are revolutionizing transaction privacy and scalability in blockchain networks.

🚀 Learn how ZKPs combine cryptographic research to enhance security and efficiency, paving the way for a more robust financial ecosystem.

🛠️ Dive deep into the implications of ZKPs for distributed computing, addressing the Consistency, Availability, Partition (CAP) Theorem and introducing new economic models for decentralized applications.

📈 Explore the role of Ethereum's layer 2 protocols like Polygon and Optimism in leveraging ZKPs to drive scalability and innovation.

💡 Gain insights into the economic dynamics shaping the race for innovation among layer 2 protocols, as they compete to attract workloads and enhance the user experience.

💰 Compare Ethereum and Solana: Analyze the strengths and weaknesses of each blockchain platform, from Ethereum's vast ecosystem and layer 2 advancements to Solana's performance-oriented architecture and unique consensus mechanism.

📊 Understanding Web 3.0 Investing Layers: Explore the layers of blockchain investing, from basic blockchain infrastructure to application and integration layers, and discover how ZKPs are reshaping each level of the ecosystem.

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