UpOnly with Cobie & Ledger

By Brian Krogsgard, Jordan Fish

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Description

Join Crypto Cobain and Ledger Status as as they chat with the most interesting people in crypto.

Episode Date
Raoul Pal on the Inevitability of Crypto
01:36:44

In this episode, Cobie & Ledger cover the gamut with global macro thinker and investor Raoul Pal: everything from bitcoin to the metaverse. It's a must watch.

Real Vision Crypto

Raoul on Twitter

This episode, like all episodes of UpOnly, is presented by Blockfolio. Make your first trade today: https://uponly.tv/blockfolio

Jun 16, 2021
Kyle Davies of Three Arrows Capital on Conviction & Concentrated Bets
01:48:19

Links

Show Partner

This episode is presented by Blockfolio. Trade on an awesome mobile interface fee-free, and still get all the great portfolio tracking features you know and love: https://uponly.tv/blockfolio

Show Notes

China FUD

 ⁃ Matty: there will be some clamp down on leverage and futures trading but spot will be fair game. It’s about financial stability in China at the centre of it all, not crypto. Article: https://decrypt.co/72276/heres-how-chinas-crypto-fud-will-play-out

 ⁃ Sicarious: intro to crypto was during a wave of China FUD, right after his wedding, the same night there was a China ban and 50% drop. Has seen the ban so many times now it isn’t scary.

FloodCapital – State of the Market

 ⁃ Firmly in the “this is a correction” camp. We’re not going into a bear market.

 ⁃ US are printing money to pay their debt interest. 130% debt to GDP. Needs anomaly GDP growth in order to de-lever. Going to light a fire under the bond market. Money will flow into other markets

 ⁃ Matty: disagree (in the strongest possible terms). US has a huge underinvestment problem for e.g. infrastructure, R&D. Yield curve implies a different position on inflation. US debt is denominated in USD which makes a big difference – rock bottom interest rates, use it.

Sino Bull Thesis for $COPE

 ⁃ Shout out @cyrii_MM

 ⁃ COPE whitepaper: https://www.unlimitedcope.com/whitepaper/

 ⁃ Matty: Fully backing the team, if they don’t get the engine right first time they’ll pivot to something amazing.

 ⁃ Full Thesis: https://sinoglobalcap.medium.com/why-we-invested-in-cope-8dc920caeffe

VCs & Raising Money in Crypto

 ⁃ Cobie: If you have an awful project you can adjust the tokenomics to make it favourable to Vulture Capitalists and raise now, easy. Funds race to dump on other funds. Don’t buy pre-sales!

 ⁃ Hate the game rather than the players as if they players stop, they will be replaced with different players.

 ⁃ Will see a divergence in the types of projects raising. Good projects can raise what they want with long lockups – whole team get Castles if they want. You’ll be able to judge a projects quality by looking at their terms.

 ⁃ Matty: A lot of Crypto VCs are not actual VCs. They’re not acting in a VC capacity and servicing projects for the long haul. Sino are trying to do something different.

 ⁃ FloodCapital: There are rare opportunities that retail can get in at similar prices to VCs, those are always worth searching for.

Layer 1 Solutions

 ⁃ Matty: We’re still extremely early, comparing BTC penetration rate with Internet penetration rates.

 ⁃ Bullish on ETH and the moat they have created with their developer community.

 ⁃ ETH is the family car. SOL is the high performance car. They can coexist and both see enormous growth, as can other projects.

 ⁃ Cobie: What’s ADA? Matty: What’s the worst car you can think of?

 ⁃ Ledger: What’s Bitcoin? Chat says it’s a Tank.

What Sicarious looks for in a project?

 ⁃ Long term investor, if he likes a project he holds it long term e.g. One of the first investors in HXRO and still holding.

 ⁃ Doesn’t care what the team is building as long as he can trust them.

 ⁃ Got into DeFi “late” so it was important to look for long term fundamentals. Even if something is up 100x it can still be a good place to enter. Has to actually read white-papers now!

Bull Market? Over?

 ⁃ Flood: This is a mid cycle correction.

 ⁃ Sicarious: Hell no. Going to be taking profits this cycle compared to other cycles but items not over yet.

 ⁃ Cobie: Give the most likely scenarios weighting and trade on that. Just as likely that there is a 2013 style double bubble as it is that it’s over. Or maybe it really is a super-cycle, and it is UpOnly (lower probability but still possible). ETH might be able to prop up the market enough for ATHs. Looks for the narrative that would upset the most people Up(set)Only.

 ⁃ Ledger: Looking at charts on linear and it can get very scary. Thinks there will be a new high this year especially on ETH.

Final Alpha

 ⁃ Matty: Stop saying you don’t need sleep. You need sleep. 8-10 hours of sleep, don’t wreck your mental capacity. Get your sleep!

 ⁃ Sicarious: Don’t burn bridges needlessly. Even if someone screws you over, things might be different in future and the relationship will be beneficial.

 ⁃ FloodCapital: Be patient and a long term thinker. It’s so easy to be distracted. How much time do you spend a day thinking original thoughts? Longer term you can achieve what you want financially by growing year on year rather than needing to 100x.

Music by GiovanniPickle

Jun 10, 2021
Bitcoin Miami Wrap-up with Aubrey Strobel, SizeChad, and Lawmaster
02:18:12

Links

Show Partner

This episode is presented by Blockfolio. Trade on an awesome mobile interface fee-free, and still get all the great portfolio tracking features you know and love: https://uponly.tv/blockfolio

Music by GiovanniPickle

Jun 09, 2021
The Vulture Capitalists, Inflation, and State of the Cycle
02:02:12

In this episode, Cobie and Ledger are joined by Matthew Graham (Matty Sino), Flood Capital, and Sicarious to discuss a range of fun topics from VCs to market cycles.

Joined by:

@mattysino

@Sicarious_

@FloodCapital

This episode is presented by Blockfolio. Try a trade there today: https://uponly.tv/blockfolio

Jun 04, 2021
Building blue chips, with Stani of Aave, Kain of Synthetix, and Santiago of Parafi
02:15:00

In this episode, Cobie & Ledger are joined by the founders of two of the bluest of blue chip defi projects: Stani of Aave and Kain of Synthetix, along with epic investor Santiago of Parafi Capital. We go deep on all things defi.

This episode is presented by Blockfolio. Make a trade there today: https://uponly.tv/blockfolio

May 28, 2021
Sam & CZ Discuss Building Crypto Empires
00:48:29

In this episode of UpOnly, Cobie and Ledger are joined by Sam of FTX and CZ of Binance to discuss building exchanges, supporting networks, and how their approaches differ on crypto.

 

This episode is presented by Blockfolio: https://uponly.tv/blockfolio

May 26, 2021
Is the bull market over?
02:00:52

In this episode of UpOnly, a special panel joins Cobie and Ledger to discuss the state of the market post-dump.

Presented by Blockfolio: https://uponly.tv/blockfolio

May 21, 2021
Konstantin Lomashuk: Investing in people with a long term outlook
02:14:50

In this episode of UpOnly, Cobie and Ledger talk to diamond-handed investor Lomashuk, crowdsale investor in Eth and many other projects.

 

https://twitter.com/Lomashuk

https://lido.fi/

https://satoshi.fund/

https://p2p.org

 

Presented by Blockfolio. Trade and track your portfolio with zero fees: https://uponly.tv/blockfolio

May 19, 2021
A Parallel Universe: We talk to two BSC project creators
01:47:31

This episode is presented by Blockfolio. Trade on an awesome mobile interface fee-free, and still get all the great portfolio tracking features you know and love: https://uponly.tv/blockfolio

May 13, 2021
Meltem Demirors: for Fun, for Profit, & for Learning
02:16:29

In this episode of UpOnly, Cobie and Ledger talk to Meltem Demirors, crypto investor and Chief Strategy Officer of CoinShares.

@melt_dem

Coinshares

UpOnly.tv

This episode is presented by Blockfolio. Make trades with zero fees, plus track your portfolio like you've always loved: https://uponly.tv/blockfolio

May 11, 2021
Life changing trading in crypto
02:53:35

Links

This episode is presented by Blockfolio. Trade on an awesome mobile interface fee-free, and still get all the great portfolio tracking features you know and love: https://uponly.tv/blockfolio

Music by GiovanniPickle

May 07, 2021
Charlie Lee on Litecoin, decentralization, and the crypto ecosystem
01:24:14

This episode is presented by Blockfolio. Trade on an awesome mobile interface fee-free, and still get all the great portfolio tracking features you know and love: https://uponly.tv/blockfolio

Music by GiovanniPickle

May 07, 2021
Bitcoin Maxis versus Ledger & Cobie
02:51:53

In this episode, Cobie and Ledger bring on three bitcoin maxis and have a wide ranging discussion about markets, bitcoin, eth, networks, and much more. 

This episode is presented by Blockfolio. Make your first trade (or even stack sats!) with Blockfolio today: https://uponly.tv/blockfolio

Apr 30, 2021
Jason from Telegram and Travis Kling talk trading and macro
01:46:53

In this episode of UpOnly, the famous Jason from Telegram and Travis Kling join us to talk markets.

 https://uponly.tv

 https://twitter.com/Travis_Kling​ 

https://www.ikigai.fund/

This episode is presented by Blockfolio. Trade on an awesome mobile interface fee-free, and still get all the great portfolio tracking features you know and love: https://uponly.tv/blockfolio

Apr 22, 2021
Big Brain Crypto Club
02:31:37

 It's just an overload of alpha. This episode is presented by Blockfolio. Make your first trade today: https://uponly.tv/blockfolio

Apr 08, 2021
Crypto whale Tetranode on his story and his bullish outlook on Ethereum and defi
01:44:13

Show links:

This episode is presented by Blockfolio. Trade on an awesome mobile interface fee-free, and still get all the great portfolio tracking features you know and love: https://uponly.tv/blockfolio

Music by GiovanniPickle

Apr 07, 2021
Mark Cuban: Present & Future Opportunity of Crypto
00:47:30

Notes & Links

This episode is presented by Blockfolio. Trade on an awesome mobile interface fee-free, and still get all the great portfolio tracking features you know and love: https://uponly.tv/blockfolio

Music by GiovanniPickle

Apr 01, 2021
Tether & Bitfinex CTO Paolo Ardoino talks stablecoins, exchange security, and more
01:26:46

Notes & Links

This episode is presented by Blockfolio. Trade on an awesome mobile interface fee-free, and still get all the great portfolio tracking features you know and love: https://uponly.tv/blockfolio

Music by GiovanniPickle

Mar 30, 2021
Carly Chaikin from Mr. Robot talks to IRL Hacker YTCracker
02:15:32

This episode is presented by Blockfolio. Trade seamlessly from one asset to another, and track your portfolio just like you've always loved: https://uponly.tv/blockfolio​

Carly's NFT
Carly's website
Carly on Twitter

YT Cracker SoundCloud
Bitcoin Baron Video
YTCracker Twitter

Mar 25, 2021
CMS Holdings co-founder Daniel Matuszewski
01:23:20

This episode is presented by Blockfolio. Make a seamless trade on Blockfolio today at: https://uponly.tv/blockfolio

Mar 23, 2021
Santiago R Santos of ParaFI Capital on Defi Decoupling
01:32:05

Follow Santiago

His blog

ParaFi

Books:

Finite and Infinite Games

The Cathedral and the Bazaar

This episode is presented by Blockfolio. Trade on an awesome mobile interface fee-free, and still get all the great portfolio tracking features you know and love: https://uponly.tv/blockfolio

Mar 16, 2021
Nifty Gateway CEO Griffin Cockfoster and Artist Ian Strange on the NFT Boom
01:09:52

This episode is presented by Blockfolio. Trade with Blockfolio today at https://uponly.tv/blockfolio

Mar 12, 2021
Arthur0x on Defi Conviction
01:32:35

This episode is presented by Blockfolio. Make your first trade on Blockfolio today at https://uponly.tv/blockfolio

Mar 11, 2021
Neeraj K. Agrawal on Crypto & Cooking
00:42:06

Follow Neeraj.

Check out Coin Center

This episode is presented by Blockfolio. Make a trade today on Blockfolio.

Mar 05, 2021
Su Zhu from Three Arrows Capital on the Crypto Super Cycle
01:35:45

Our partner for this stream is Blockfolio. Try a trade on Blockfolio today, plus get all the great portfolio tracking features you already love at https://uponly.tv/blockfolio

Feb 24, 2021
Beeple and PplPleasr on NFTs and the intersection of art and crypto
01:42:30

Notes & Links

In this episode of UpOnly, Cobie and Ledger talk to Beeple and PplPleasr about their stories, art, NFTs, Defi, crypto, and everything inbetween.

Our partner for this stream is Blockfolio. Try a trade on Blockfolio today, plus get all the great portfolio tracking features you already love at https://uponly.tv/blockfolio

Feb 19, 2021
Live with Path on being a chart savant
02:18:54

Presented by Blockfolio. Trade on Blockfolio today at: https://ledgerstatus.com/blockfolio​​ 

Follow Cobie: https://twitter.com/cryptocobain​​ 

Follow Ledger: https://twitter.com/ledgerstatus

Feb 18, 2021
Creating NFTs with Shams Meccea, Messi, & Rob Swire
02:04:11

Presented by Blockfolio. Trade on Blockfolio today at: https://ledgerstatus.com/blockfolio​ 

Shams' website: https://smeccea.com/INFO​ 

APE ONLY NFT: https://superrare.co/artwork-v2/ape-o...​ 

Rob Swire on Spotify: https://open.spotify.com/artist/2SNg8...​ 

Also joined by Udi and Box Lax. 

Follow Cobie: https://twitter.com/cryptocobain​ 

Follow Ledger: https://twitter.com/ledgerstatus

Feb 18, 2021