The Parsec Podcast

Council of the Midcurves Oct 31, 2024

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

Memoirs of a Polymarket Whale Aug 16, 2024

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 workflow
Links:
Domer Twitter
Venezuela Election Post

Roundup May 31, 2024

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

Crypto Social Apps w Itzler May 17, 2024

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.
Links
Itzler's Twitter

Roundup: ETFs, SocialFi and a Disperse Market May 09, 2024

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

Pendle Feb 11, 2024

Dan from Pendle comes on the show to discuss their recent explosive growth
Topics

How pendle works
Eigenlayer related growth
Differences with a swaps model, pros/cons
Pendle 2.0

Links

Maker Endgame Jan 18, 2024

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

Claims & Markets with @SplitCapital Nov 22, 2023

Z aka Split Capital comes on the pod to discuss FTX claims and the broader market
We 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

Celestia: Explaining the Buzzwords Oct 31, 2023

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

WHOSE THAT CALL SELLER? Oct 27, 2023

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 options
Steve's Twitter
Trade Paradigm

Skip - the Custom MEV Stack Oct 12, 2023

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

Friends and Real World Assets Oct 02, 2023

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

Ethena Sep 25, 2023

Guy and Conor from Ethena come on and discuss the soon to launch ethena stablecoin USDe
We 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 choice
Links
* ethena twitter

Intents with Hart Lambur Sep 07, 2023

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 Efficiency
Links:
* Hart's Thread we discussed
* Across
* Paradigms Intents Primer

AI Memes and low Vol May 26, 2023

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 next
Links
* Listeners get 5% off parsec (promo code: parsec-pod)
* Spreek
disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)

What is Restaking? Apr 21, 2023

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 security
Links
* Listeners get 5% off parsec (promo code: parsec-pod)
* EigenLayer
* Sreeram's Twitter
* Calvin's Twitter
disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)

Who shorts Tether? Mar 31, 2023

Join us this week as we attempt to navigate the stablecoin chaos with "Yevman" from Swapglobal
We discuss
* Prime Brokerage in crypto
* Crypto Swaps and who trades them
*Tether Shorts
*Counterparty and Exchange risks
Links
* 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 ;)

Spreedrunning Narratives with Spreek Feb 24, 2023

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

Solana MEV with Jito Feb 02, 2023

Jito Labs cofounders come on the show to discuss Solana MEV and how Jito is tackling redistribution of MEV via jitoSOL
We 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 future
Links:
* 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 Protocol Dec 27, 2022

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 assets
Links
* 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 ;)

Prediction Markets & World Cup Nov 19, 2022

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 winners
Links
* 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 ;)

An HFT's Theory on What Brought Alameda Down Nov 17, 2022

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 Crocswap
Links
* 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 ;)

Roundup #3 Doomsday Nov 10, 2022

Spreek joins us to discuss the FTX collapse and what it means for crypto's future, recorded November 9th
We discuss
* Possibilities of a bailout
* How this could have happened?
* Contagion
Links
* 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 Risk Management Oct 27, 2022

Nick Cannon of Gauntlet joins us to discuss DeFi Risk Management following the Mango hack
We 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 Aera
Links
* 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 ;)

ETH Lending & the Merge Sep 09, 2022

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 & RWAs
Links
* 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 #2 Aug 12, 2022

DeFi Roundup with Spreek
We discussed

The ETH Merge
Optimism recent success / L2 wars
USDC blacklist risks
Aave and Curve new stablecoins
Nomad Hack / Bridges

Links
* 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 ;)

Sudoswap Jul 29, 2022

Owen, State, and Daniel from Sudoswap join us to discuss the newly launched NFT AMM
We 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 top
Links
* 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 ;)

Synthetix Rebirth Jul 07, 2022

Afif - a Synthetix core contributor - joins us to discuss the revitalized Synthetix protocol
We discuss

The Atomic Swap volume and how legit it is
Staking pool dynamics & effects of inflation
Collateral wrappers and diversifying the pool
How the system compares to terra / maker
Use cases moving forward

Links

Snapshot Jun 15, 2022

Nathan Van der Heyden from Snapshot joins us to discuss governance and how Snapshot fits into an evolving on-chain governance landscape
We discuss

Voting infrastructure
Snapshot X on starknet
the Modular Governance Thesis
starcraft

Links

DeFi Roundup #1 May 27, 2022

DeFi Roundup with Spreek
We Discussed

Merit Circle SAFT clawback
Stablecoins in a high yield environment, difficulties of yield passthroughs on chain
Tron shenanigans
stETH Discount
Alt L1s sentiment / corollary with DeFi

Links

disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)

Galois at the Gates May 18, 2022

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 discussed