Inside the mind of crypto’s top traders | Dan Matuszewski (CMS) & Avi Felman

Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/
Use code EMPIRE250 to get $250 off tickets (Only available this week!)
--

In this episode of Empire, Jason and Mike are joined by Dan Matuszewski (CMS Holdings) & Avi Felman (GoldenTree). If you don't know these two names, don't forget them - two of the best traders and sources of alpha in crypto.

This episode is one of my favorites yet; check out the highlights below:

Is macro crypto's master
This will lead to crypto's divergence with Macro
How will ETH perform with the merge
What are the new, hidden narratives
The tradeoff between CeFi and DeFi
Is DeFi ready to take off
Retail open-term lending is dead
Regulators have two options
Why VCs are in trouble

-
Follow Dan:   / cmsholdings  
Follow Avi:   / avifelman  
Follow Jason:   / jasonyanowitz  
Follow Mike:   / mikeippolito_  
Follow Empire:   / theempirepod  

Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
-
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps

00:00 Introduction
01:08 The intersection of macro & crypto
12:47 How Will ETH's Price React to the Merge?
17:50 New Narratives & Market Leverage
25:28 A Catalyst for DeFi
29:10 What's About to Happen in CeFi?
31:37 Your DeFi Project Isn't Sexy
35:45 Can DeFi Tokens Accure Value?
41:23 Why You Should Avoid Low Float Tokens
44:27 VCs Are In Trouble
49:20 Avi and Dan Run Wild
51:06 Wrapping Things Up
--

Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.