Unchained

Latest Episodes:

The Tokenomics Episode: Why ‘EIP 1559 Is Like Catnip for Investors’ - Ep.292 Nov 23, 2021

Show notes

Two tokenomics experts, Yan Liberman, co-founder of Delphi Digital, and Viktor Bunin, protocol specialist at Coinbase Cloud, discuss their experiences building tokens, their thoughts on the recent ENS/PSP airdrops, and what “fair” token distribution looks like. Show highlights:

the definition of tokenomics
what factors (such as utility, fairness, liquidity, security, etc.) token designers are incentivizing for
what Yan learned from helping design Astroport tokenomics
what Vikor learned from helping design Threshold, the token that was built to facilitate the merge of NuCypher and Keep
how the EIP 1559 burn has changed Ethereum’s tokenomics
how EIP 1559 has improved investor outlook for Ethereum
why Viktor is worried about people actually using Ethereum going forward
what Viktor and Yan think about how the ENS airdrop farming issue was handled
what Viktor and Yan think about ParaSwap’s PSP airdrop and why Viktor thinks ParaSwap made a “mistake”
how Viktor and Yan would go about airdropping a token to good actors instead of bad actors
how improvements in on-chain identity could help future airdrops
fair launch tokens versus VC-backed tokens
what the definition of fair is in terms of tokenomics
why Viktor thinks a token’s distribution is more important than a token’s launch
what could be the optimal way to distribute liquidity mining rewards
how community affects tokenomics
how to incentivize NFT-based tokens, like the forthcoming Bored Ape Yacht Club token, for the right goals

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Yan Liberman -- co founder at Delphi Digital

LinkedIn: https://www.linkedin.com/in/yanliberman
Twitter: https://twitter.com/yanliberman

Viktor Bunin -- protocol specialist at Coinbase (Bison Trails)

LinkedIn: https://www.linkedin.com/in/viktorbunin
Twitter: https://twitter.com/ViktorBunin

Tokenomics 101 Primers:

The Tie: https://research.thetie.io/token-economics/
Smith and Crown: https://smithandcrown.com/research/issues-of-fairness-in-token-distribution/
A Timeline of Token Distributions: https://blog.coinlist.co/the-evolution-of-token-distribution-models/

Recent Airdrops + Airdrop farming

Airdrop Farming

Potential airdrops coming up:
PSP drop w/ heavy requirements
- https://www.coindesk.com/tech/2021/11/15/dex-aggregator-paraswap-launches-psp-token-on-heels-of-ens-airdrop-excitement/
ENS Blacklist
- https://twitter.com/nicksdjohnson/status/1456048492141441027

Topics Mentioned

Astroport tokenomics
- https://astroport.medium.com/hello-astro-announcing-the-astroport-governance-token-drops-a07a1bf3ed94
NuCypher + Keep merge
- https://decrypt.co/73800/forget-hard-fork-what-happens-after-kee-nucypher-hard-merge
SushiSwap vampire attack
- https://finematics.com/vampire-attack-sushiswap-explained/
Tokemak tokenomics
- https://medium.com/the-capital/defi-2-0-is-it-the-next-wave-of-cryptocurrency-4499e838ea44

Miscellaneous

What is liquidity mining?
- https://medium.com/coinmonks/what-is-liquidity-mining-and-how-does-it-work-d0ab491e607
The Internet of Money (recommended by Viktor)
- https://theinternetofmoney.info/

Other Fun Topics

How Token Governance Mechanisms can be implemented
https://outlierventures.io/research/what-is-the-secret-to-building-valuable-tokens-part-2/
Crypto Gaming economics
https://outlierventures.io/research/p2e-2-0-a-new-economic-model-for-gaming-based-on-crypto-tokens/
Does farming represent progress in token distribution?
https://smithandcrown.com/research/adaptations-in-token-distribution-mechanisms-does-farming-represent-progress/
Should treasuries hold native tokens?
https://twitter.com/AntonioMJuliano/status/1460278949867442182

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Unconfirmed: ConstitutionDAO Did Not Win the Auction. But It Demonstrated the Power of DAOs - Ep.291 Nov 19, 2021

Show notes

Will Papper, SyndicateDAO co-founder and ConstitutionDAO contributor, tells the story of how a group of internet friends came together as a DAO to crowdfund a $41 million bid at a Sotheby’s auction for a physical copy of the US Constitution. Show highlights:

how Will and other ConstitutionDAO members feel after losing the auction
the significance of ConstitutionDAO despite its loss
whether Will knows who the other bidder was
why museums began reaching out to ConstitutionDAO and seem to be excited about DAOs moving forward
why there was so much confusion over who was the bidder for the DAO and whether it had won
why ConstitutionDAO did not bid more than $41 million -- even though the crowdfund was at nearly $50 million
why ConstitutionDAO did not have a crypto-whale help keep the bidding war going
how ConstitutionDAO plans to refund participants
what Will thinks about using a layer 2 solution to refund ETH for ConstitutionDAO donations
how the idea for ConstitutionDAO came about
what role Will had in the formation of ConstitutionDAO
what lessons can be learned from ConstitutionDAO
what’s next for DAOs in general

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Episode Links

Will Papper

Twitter: https://twitter.com/WillPapper
LinkedIn: https://www.linkedin.com/in/wpapper

ConstitutionDAO

Twitter: https://twitter.com/ConstitutionDAO
Website: https://www.constitutiondao.com/
Contribution page: https://juicebox.money/#/p/constitutiondao

Sotheby’s Auction

YouTube: https://www.youtube.com/watch?v=1TBa-9Lx3vc

ConstitutionDAO’s Statement After Losing Auction

Press

Not Boring: https://www.notboring.co/p/lets-buy-the-us-constitution
Stratechery: https://stratechery.com/2021/constitutiondao-the-need-for-trust-memes-and-reality/
New York Times: https://www.nytimes.com/2021/11/17/business/crypto-constitution-sothebys.html?smid=tw-share
Wall Street Journal: https://www.wsj.com/articles/crypto-investors-want-to-buy-rare-copy-of-u-s-constitution-at-sothebys-auction-11637071590
The Defiant: https://thedefiant.io/dao-constitution-4m/
CoinDesk: https://www.coindesk.com/tech/2021/11/15/i-think-were-doing-this-inside-one-daos-20m-plot-to-purchase-the-us-constitution/
William Lobkowicz tweet thread: https://twitter.com/WRLobkowicz/status/1461401142953402371

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PayPal Would Need These Two Things In Order to Issue a Stablecoin - Ep.290 Nov 16, 2021

Show notes

Jose Fernandez da Ponte, PayPal’s senior vice president and general manager of blockchain, crypto, and digital currencies, discusses PayPal’s crypto game plan, how CBDCs might be implemented, crypto regulations, and more. Show highlights:

Jose’s path to becoming the GM of blockchain, crypto, and digital currencies at PayPal
what factors led to PayPal’s decision to launch its crypto offering
what sort of customer makes up PayPal’s crypto demographic
how users are engaging with the various PayPal crypto services, like crypto-rewards cards
whether the introduction of crypto had anything to do with Venmo’s 36% jump in volume during Q3 2021
how PayPal interacts with Paxos on the backend to settle crypto transactions
why Jose thinks PayPal has decided to not add cryptocurrency to its balance sheet
how crypto transactions work within PayPal’s internal ledger and how that might change once PayPal launches support for withdrawals off-platform
the three types of directions that Jose believes stablecoins and CBDCs could be built
what solutions would need to be built before PayPal would consider issuing its own stablecoin
what scaling technologies, be it L1 or L2, PayPal is interested in
whether stablecoins and CBDCs can/will co-exist
Jose’s thoughts on how long it will be before CBDCs are being issued
why Jose thinks that new regulation might be necessary for cryptocurrencies
whether PayPal will be participating in decentralized activities, such as on-chain governance
why Jose thinks that PayPal’s crypto offering could help improve financial inclusion -- especially for smaller companies
why Jose and PayPal are excited about NFTs
how PayPal will decide to support new cryptocurrencies on its platform
what Jose thinks PayPal’s crypto offering could look like in the future

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Episode Links

Jose Fernandez da Ponte

LinkedIn: https://www.linkedin.com/in/jose-fernandez-da-ponte-a46ba81/

PayPal Crypto Basics

Homepage:
https://www.paypal.com/us/digital-wallet/manage-money/crypto
FAQs:
https://www.paypal.com/us/smarthelp/article/cryptocurrency-on-paypal-faq-faq4398
https://www.paypal.com/us/smarthelp/topic/MY_WALLET_PER
Terms + Conditions:
https://www.paypal.com/us/webapps/mpp/ua/cryptocurrencies-tnc
Venmo Crypto:
https://venmo.com/about/crypto/

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Unconfirmed: Alameda Research's Sam Trabucco: What Solana Does Better Than Ethereum - Ep.289 Nov 12, 2021

Show notes

Sam Trabucco, co-CEO of Alameda Research, discusses the different price drivers that led to BTC, ETH, SOL, and LUNA reaching new all-time highs in the past week. Show highlights:

why Sam believes no bad news from regulators is good news
what effect leverage has on the crypto markets
the significance of Bitcoin hitting a new all-time high and the crypto market cap reaching $3 trillion
how the approval of a bitcoin futures ETF affected the crypto market
what Sam thinks about the actions of US crypto regulators (hint: it’s probably not what you would think)
why Sam thinks ETH’s price hit a new all-time this week
what Sam thinks about the changes to ETH monetary policy and the upcoming merge to Ethereum 2.0
how Sam views the competition among layer 1 blockchains and why he is not a fan of maximalism
what factors he believes are driving the price of SOL
what sort of projects are being built on Solana, and why people are excited about the ecosystem
what Sam thinks about Terra passing a proposal to burn LUNA

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Sam Trabucco

LinkedIn: https://www.linkedin.com/in/sam-trabucco-79215263/
Twitter: https://twitter.com/AlamedaTrabucco

Alameda Research

Website: https://www.alameda-research.com/
Twitter: https://twitter.com/AlamedaResearch

Recent all-time highs:

Links mentioned:

Alexis Ohanian’s Solana investment: https://www.forbes.com/newsletters/forbescryptoassetadvisor/2021/11/09/reddit-co-founder-alexis-ohanian-bets-big-on-solana-and-web-30/
Breakpoint conference: https://www.cryptoglobe.com/latest/2021/11/solana-network-highlights-from-breakpoint-conference-paint-a-very-healthy-picture/
Sam Bankman-Fried on Solana: https://finance.yahoo.com/news/solana-ethereum-rival-price-rising-bitcoin-000139765.html
Sam Trabucco on leverage trading: https://twitter.com/AlamedaTrabucco/status/1451281805584310273

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NFCastle 2021: Art Controversy – NFTS: Nothing F**king There? - Ep.288 Nov 09, 2021

Show notes

At Non-Fungible Castle 2021, an NFT exhibition in Prague, four NFT experts debate some of the hottest topics in the metaverse, like how to value NFTs, whether insider trading exists, what makes Ethereum-based NFTS so special, and the environmental impact of NFTs.

Guests include Maria Paula Fernandez, co-founder at JPG, Kavita Gupta, cofounder of FINTECH.TV, Oliver Halsman Rosenberg, artist, and Gmoney, an NFT collector. Show highlights:

what an NFT is
why NFTs have value
what the “myth of decentralization” has to do with NFT valuation
why collectors like gmoney prefer to collect NFTs on Ethereum vs. other chains
how provenance and IP rights interact with value
why gmoney thinks Solana Punks are like fake Chanel bags
what “owning an NFT” actually means
whether newbies need to be protected from buying scam NFTs
the “rite of passage” of falling pretty to a rug pull and the concept of “do your own research” (DYOR)
what can be done about insider-trading-like activities in NFTs
how to navigate public-facing blockchains when your address is doxed
different ways to link off-chain assets to NFTs
what the crypto industry can do to better understand the NFT impact on climate change

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Episode Links

Non-Fungible Castle 2021

Website: https://www.nfcastle.com/
Conference recordings: https://www.nfcastle.com/conference
Twitter: https://twitter.com/nf_castle
Tweet thread of Laura’s experience at NFCastle 2021:
- https://twitter.com/laurashin/status/1449731658928824320

Maria Paula Fernandez

Kavita Gupta

Twitter: https://twitter.com/KavitaGupta19

Oliver Halsman Rosenberg

Instagram: https://www.instagram.com/oliver_halsman_rosenberg/?hl=en
LinkedIn: https://www.linkedin.com/in/oliver-halsman-rosenberg-940a0935

gmoney

https://twitter.com/gmoneyNFT

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Unconfirmed: Legal Issues With NFTs: Would a Fractionalized Mona Lisa Be a Security? - Ep.287 Nov 05, 2021

Show notes

At Non-Fungible Castle 2021, an NFT exhibition in Prague, four NFT experts discuss the legal implications of NFTs. Guests include Jonathan Victor, product/business development at Protocol Labs; Louis Baudoin, advisor at Monax; Diana Stern, product counsel at Stripe; and Shant Marootian COO at Fractional.art. Show highlights:

what users are receiving with the purchase of an NFT
how the terms of service for different NFT marketplaces change NFT rights
how on-chain storage and off-chain storage affects NFT ownership
what rights do creators need to mint an NFT
what recourse creators have if someone mints their art as an NFT and profits from it
whether NFT marketplaces should respect NFT royalty standards on resales
how NFT marketplaces could make it easier for creators to clarify licensing and royalty standards
whether NFTs should be regulated under existing laws and what gaps in regulation need to be filled
when an NFT should be considered a security
how different jurisdictions may work together to regulate NFTs
why money laundering is a problem for NFTs
how a DAO could go about owning an NFT or IP
what would happen to NFTs and DAOs if Ethereum were to suffer a hard fork again
why DAOs should stay compliant with traditional regulations
how to improve licensing and industry standards for NFTs
whether NFTs should be considered as financial objects
what would happen if a museum fractionalized the Mona Lisa

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Episode Links:

Non-Fungible Castle 2021

Website: https://www.nfcastle.com/
Conference recordings: https://www.nfcastle.com/conference
Twitter: https://twitter.com/nf_castle
Tweet thread of Laura’s experience at NFCastle 2021:
- https://twitter.com/laurashin/status/1449731658928824320

Jonathan Victor

LinkedIn: https://www.linkedin.com/in/jonathan-victor-69a44255

Louis Baudoin

LinkedIn: https://www.linkedin.com/in/lou-baudoin-5b847a151/
Twitter: https://twitter.com/MerkleData

Diana Stern

Linkedin: https://www.linkedin.com/in/dianajstern

Shant Marootian

LinkedIn: https://www.linkedin.com/in/smarooti/

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Tor Bair of Secret on Why Private Smart Contracts Are Important - Ep.286 Nov 02, 2021

Show notes

Secret Network is a privacy-first, permissionless layer 1 blockchain built for computational privacy. Tor Bair, founder of Secret Foundation, a developer of Secret Network, discusses what makes Secret Network unique, including smart contract privacy, private metadata for NFTs, and how regulators should treat privacy tech in blockchain. Show highlights:

how Tor fell down the crypto rabbit hole
what the Secret Network is and how it is bringing privacy to blockchain
why public blockchains are problematic
what makes Secret Network different from Monero or Zcash
how Secret Network works from a technical perspective
what type of applications Secret Network can support that public blockchains cannot
why blockchain voting is probably a bad idea (for now)
what attack vectors exist regarding Secret Network
how Secret Network nodes work and why there are only 50 of them
how Secret Network fixes miner extractable value (MEV)
what DeFi applications are possible on Secret Network
how NFTs on Secret Network are different from public blockchain NFTs
how regulators should treat Secret Network

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Episode Links

Tor Bair

Secret Network

Primers
Introduction from Enigma/Secret
- Article:
- - https://blog.enigma.co/introducing-secret-network-ed48621754ad
- Video:
- - https://www.youtube.com/watch?v=c70BBVUCxxk
Tech
- Smart contracts → Secret contracts
- - https://scrt.network/blog/programmable-privacy/
- Upcoming Supernova upgrade (November 9)
- - https://scrt.network/blog/supernova-explosive-vision-future-secret-network
- Secret NFTs (only the holder can view the NFT)
- - https://scrt.network/blog/secret-opensea-partner-nfts-world-renowned-artist
  - https://www.yahoo.com/now/secret-network-partners-opensea-launch-130000946.html
SCRT Tokenomics
- https://scrt.network/blog/secret-network-tokenomics-and-ecosystem-pool
- https://scrt.network/about/about-scrt
Secret Network block-explorer/node explorer
- https://secretnodes.com/secret/chains/secret-3
Ecosystem
- https://scrt.network/ecosystem/overview
Graypaper
- https://scrt.network/graypaper
Node information
- https://docs.scrt.network/node-guides/secret-nodes.html

Enigma

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Unconfirmed: Why Terraform Labs Cofounder Do Kwon Is Unfazed by US Regulators - Ep.285 Oct 29, 2021

Show notes

Do Kwon, cofounder of Terraform Labs, was recently served subpoenas by the US Securities and Exchange Commission during Messari’s mainnet event, leading Kwon and Terraform to preemptively sue the SEC. On Unconfirmed, Kwon discusses:

what Terraform Labs does and how it is building its DeFi ecosystem around TerraUSD ($UST)
why Terraform Labs created its synthetics protocol, Mirror, and how it works
what Do thinks about the SEC’s investigation into Mirror
what happened to Do at Messari’s mainnet event
why the SEC’s approach to crypto regulation does not impact Do very much
what Do thinks about how US regulators are treating crypto companies
how Do would regulate the crypto industry
why he believes the current state of crypto regulation doesn’t work in a global context
why he says the SEC couldn’t do anything to TerraUSD -- even if it wanted to
what two characteristics are critical in building a decentralized protocol
how the crypto industry could improve security in light of the $130 million Cream Finance hack

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Episode Links

Do Kwon

Twitter: https://twitter.com/stablekwon

Terra

Twitter: https://twitter.com/terra_money
Website: https://www.terra.money/
Terra ecosystem: https://docs.terra.money/Reference/ecosystem.html

SEC Lawsuit

CoinDesk
- https://www.coindesk.com/business/2021/10/23/terras-do-kwon-was-served-by-sec-new-lawsuit-shows/
Terraform V SEC
- https://www.scribd.com/document/534537134/Terraform-v-SEC
Stephen Palley
- https://twitter.com/stephendpalley/status/1451709816020348933

Messari Mainnet Serving

https://twitter.com/gogoSlava/status/1439972015910408195

Miscellaneous

SEC charging Abra
- https://www.sec.gov/news/press-release/2020-153
Stablecoin market cap comparison
- https://coinmarketcap.com/view/stablecoin/

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Not Reporting Info on Some Transaction Partners Could Soon Be a Felony - Ep.284 Oct 26, 2021

Show notes

Remember the $1 trillion infrastructure bill, which caused considerable backlash from the crypto community due to the language regarding “brokers?” Abe Sutherland, an adjunct professor at University of Virginia School of Law, believes another provision tucked inside the bill could end up being a far more significant issue for anyone transacting in digital assets. Show highlights:

how Abe fell down the crypto rabbit hole
what provision 6050I is and how it could affect anyone transacting with digital assets
how 6050I works and when it would apply
why violating 6050I would be a felony
how 6050I discourages digital asset transactions
how 6050I would apply to different transaction types, like peer-to-peer trades, NFT sales, and smart contract escrow accounts
what information recipients of digital assets must verify from the sender
how the government came up with the $10,000 reporting threshold and why Abe believes this number is outdated
why Abe thinks proposing 6050I within the infrastructure bill is inappropriate
what reasons the government has to want to put such stringent reporting requirements on digital asset transactions
how 6050I fits under the financial laws of the Bank Secrecy Act
why Abe believes the amendment should be struck from the infrastructure bill
what Abe thinks of the constitutionality of 6050I
how Abe views 6050I as less about generating tax revenue and more about tracking people’s digital asset transactions
what action steps he says the crypto community can take to fix the bill

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Episode links

Abe Sutherland

https://twitter.com/abesutherland

Medium Post: https://medium.com/@laurashin/why-not-reporting-info-on-your-crypto-trading-partner-could-become-a-felony-c6399998f113

Information on 6050I

Abe’s research report
https://www.proofofstakealliance.org/wp-content/uploads/2021/10/Research-Report-on-Tax-Code-6050I-and-Digital-Assets-printable.pdf
Tweet thread from Abe
https://twitter.com/abesutherland/status/1438881314871156736
https://twitter.com/abesutherland/status/1443082205383696384
6050I article Abe wrote for Bitcoin Magazine
https://bitcoinmagazine.com/business/the-proposal-to-regulate-digital-asset-transactions-should-be-struck
Abe’s appearance on What Bitcoin Did to discuss 6050I
https://www.whatbitcoindid.com/podcast/hidden-danger-in-the-infrastructure-bill
Twitter spaces with Congressman Warren Davidson, Peter McCormack, and others regarding the infrastructure bill
https://www.youtube.com/watch?v=lCq6BVLzF44
Miscellaneous 6050I links
https://www.marketwatch.com/story/the-crypto-industry-could-take-tax-fight-all-the-way-to-the-supreme-court-11632509009
https://www.breitbart.com/politics/2021/09/29/infrastructure-bills-crypto-surveillance-criticized-unconstitutional/
https://fortune.com/2021/09/21/crypto-transactions-report-to-government/
https://www.coindesk.com/policy/2021/09/17/crypto-lobbying-group-warns-of-another-tax-provision-in-senate-infrastructure-bill
https://www.coincenter.org/an-unworkable-and-arguably-unconstitutional-tax-change-tucked-away-in-the-infrastructure-bill/
https://decrypt.co/81236/overlooked-part-senate-infrastructure-bill-renews-worries-crypto-lobby
https://nickanthony.substack.com/p/last-minute-cryptocurrency-taxation
https://www.cato.org/blog/infrastructure-bill-hangs-balance-so-does-crypto
https://ambcrypto.com/what-is-the-u-s-infra-bill-crypto-amendment-really-all-about

Unchained coverage of the infrastructure bill

How Congress Might Pass Laws Bad for Proof-of-Stake and DeFi
https://unchainedpodcast.com/how-congress-might-pass-laws-bad-for-proof-of-stake-and-defi/

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Unconfirmed: Bitcoin Projected to Reach $135,000 in December, According to PlanB - Ep.283 Oct 22, 2021

Show notes

PlanB, a former institutional investor with 25 years of experience in financial markets turned anon Bitcoin analyst, discusses Bitcoin’s price action, from the macroeconomic drivers to what his models predict for the rest of 2021. Show highlights:

PlanB’s background and how he got into Bitcoin
what a stock-to-flow model is and how PlanB uses it to predict Bitcoin’s price
why PlanB called for a $1 trillion market cap when Bitcoin was priced at sub $4K
how the approval of a bitcoin futures ETF has affected Bitcoin’s price
why institutions are more comfortable with bitcoin futures, rather than the underlying asset
how to properly calculate gold’s stock-to-flow model
why he believes the stock-to-flow models works -- even when detractors say it is flawed
how the pandemic has affected Bitcoin’s price
what PlanB thinks about China’s decision to effectively ban Bitcoin
the three charts PlanB uses to model Bitcoin
what the price floor for Bitcoin will be in October, November, and December
whether PlanB thinks we are in a supercycle