Weekly Podcast Recommendation | Understanding Crypto Trading Cycles: How to Find Alpha in a Bull Market?
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Weekly Podcast Recommendation | Understanding Crypto Trading Cycles: How to Find Alpha in a Bull Market?
This blog roundup includes advice for crypto investors, a Bitcoin airdrop experience, the impact of Binance's solution on the crypto space, and internal turmoil at OpenAI.
Navigating Web3 tides with focused insightsCompiled by: TechFlow
1. Bankless: 10 Tips for Crypto Investors
Morgan Housel is a partner at Collaborative Fund and a former columnist for The Wall Street Journal. He has twice won the Best in Business award from the Society of American Business Editors and Writers, been twice shortlisted for the Gerald Loeb Award for Distinguished Business and Financial Journalism, and is the author of the global bestseller "The Psychology of Money."
In this episode, Morgan shares ten key insights for cryptocurrency investors. His advice ranges from specific investment strategies to broader reflections on risk and behavior, offering valuable perspectives not only for crypto markets but also for investing more generally—making it an essential resource for investors at all levels.
TechFlow has compiled and translated this episode: Podcast Notes | Conversation with 'The Psychology of Money' Author: 10 Tips for Crypto Investors
Watch here: 10 Lessons for Crypto Investors With Morgan Housel
2. Crypto Startup School: Customize Your Information Feed
This episode features Zhixiong Pan, co-founder of ChainFeeds and Director of Blockchain Research at ChainNews, who received a BTC airdrop of 0.01 back in 2011. He shares how he got involved in blockchain so early, the story behind his 2011 airdrop, his journey to Chiang Mai, and what daily life looks like as a digital nomad. If given the chance to do it all over again, would Zhixiong make the same choices?
Listen here: Customize Your Information Flow
Further reading: "Commemorating the 15th Anniversary of the Bitcoin Whitepaper: How I Received a Bitcoin Airdrop in 2011"
3. Empire: Binance Fines and Blast Platform Controversy
In today's Empire episode, Santi and Jason discuss the explosive news that Binance has pleaded guilty and will pay over $4 billion in fines related to money laundering violations. They touch on the declining influence of the SEC, the potential for increased enforcement actions by the U.S. Department of Justice, the importance of cooperation with regulators, and the implications for other illicit actors using Binance. Additionally, they explore potential regulatory challenges facing DeFi and how political factors may shape legal interpretations in the crypto market.
Regarding Blast, they highlight its native yield feature, achieved through participation in Ethereum staking and deploying stablecoins into protocols like Maker. They analyze the potential impact of this model and how it has attracted significant liquidity. They also examine market reactions to Blast’s launch, including criticism of its marketing strategy.
Watch here: CZ Steps Down from Binance and a Blast L2 Debate | Roundup
4. Unchained Crypto: What Does Binance’s Record $4.3 Billion Settlement Mean for Crypto?
On this episode of Unchained Crypto, industry insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner dive into Binance’s record-breaking $4.3 billion settlement with the U.S. government. They debate whether the settlement is fair, whether Binance CEO Changpeng Zhao (CZ) might still face jail time, whether this outcome benefits Binance or the U.S., and what it means for the future of the industry.
They also delve into the SEC’s lawsuit against Kraken, Sam Altman’s firing from OpenAI, and its implications for corporate governance and crypto companies. The panel notes that CZ has officially stepped down and been replaced as CEO by Richard Teng. They further discuss the possible length of CZ’s prison sentence and his decision to waive appeal rights.
Watch here: The Chopping Block: What Does Binance’s Record $4.3 Billion Settlement Mean for Crypto?
5. Silicon Valley 101: Inside OpenAI’s Turmoil — The Power Struggle and “Sword-Bearer” Ilya
Over five dramatic days during the board-led “coup” at OpenAI, power shifted repeatedly—each reversal a textbook case of PR tactics and strategic maneuvering. After five days of intense internal conflict, the saga ended with the reinstatement of former CEO Sam Altman and a reshuffled board.
To trace the roots of this conflict, one must go back to the release of ChatGPT, when internal disagreements first surfaced. Since OpenAI’s founding, the organization has experienced three major internal splits.
OpenAI’s structure represents a unique innovation in business history: a nonprofit setup designed to ensure safe AI development, while a corporate entity provides necessary funding. But how can these two visions coexist? Where lies the balance between advancing AI and ensuring safety? These opposing views reflect long-standing tensions in Silicon Valley—and within OpenAI’s own boardroom.
This episode focuses on Ilya Sutskever, another central figure at OpenAI—often seen as the most pivotal player in this internal crisis—to understand the deep-seated tensions that have built up over time.
Listen here: Silicon Valley 101: Inside OpenAI’s Turmoil — The Power Struggle and “Sword-Bearer” Ilya
Recommended reading: A new interview video featuring Ilya Sutskever, OpenAI’s legendary co-founder and Chief Scientist, has just been released. This marks one of Ilya’s longest public appearances in years, contrasting sharply with his usual brief and reserved public statements. In this wide-ranging conversation, he shares rich insights on the latest advances in AI research and OpenAI’s strategic direction. Ilya asks: What will our world look like in five or ten years?
Read full transcript: Full Text of OpenAI Chief Scientist Ilya’s Latest November Interview
Watch video: OpenAI Chief Scientist Ilya’s Latest November Interview (Chinese-English Full Version)
6. Bankless: Can Artificial Intelligence and Cryptocurrency Save the United States?
On this episode of Bankless, hosts Ryan and David welcome economist and writer Sam Hammond from the Niskanen Center to discuss how cryptocurrency and artificial intelligence could fundamentally reshape societal structures. Sam analyzes how these technologies challenge existing state institutions and explores how those in power might respond. He presents a thought-provoking argument: as software advances, traditional nation-states may be increasingly threatened.
Sam discusses how to protect freedom and technological progress in an era where software begins to "eat" the state. He predicts society will reorganize under this new paradigm, potentially giving rise to three distinct types of states: police states, failed states, and tech-forward post-internet nations like Estonia. He forecasts that by 2040, the form of government will look dramatically different from today.
Watch here: Can AI and Crypto Save the U.S.?
7. Blockworks Macro: The Bond Market Sell-Off Isn’t Over Yet
Nicholas Glinsman, senior macro investor and co-founder of Malmgren-Glinsman Partners, shares his updated views on fixed income and the economy. He argues that the yen carry trade—the so-called "largest arbitrage trade in the world," involving shorting the yen or buying non-yen-denominated assets—could unwind as the Bank of Japan moves away from yield curve control and potentially raises interest rates, which would have massive ripple effects across global markets.
Watch here: Bond Market Sell-off Not Over, Says Nicholas Glinsman
8. Crypto Market Wizards: How to Find 100x Cryptos in a Bull Market?
In this episode of Crypto Market Wizards, Taiki Maeda interviews Arthur0x, founder of DeFiance Capital. As a seasoned crypto expert and investor, Arthur0x shares deep insights into the crypto market, including his personal investment strategies, market analysis, and predictions for the future of cryptocurrencies.
TechFlow has compiled and translated this episode: Podcast Notes | Interview with DeFiance Founder: How to Find 100x Cryptos in a Bull Market?
Watch here: Arthur0x - How to Find 100x Crypto in The Bull Market
9. 1000x: Trading Crypto Cycles
On this episode of 1000x, guest Ansem dives deep into crypto trading cycles. Ansem shares how he first got into cryptocurrency, his investment thesis on Solana, and his perspective on the current market cycle. He emphasizes the critical role of community and developers in the crypto space, along with their views on the future of technology and finance.
Watch here: The King Of Retail: Trading Crypto Cycles | Ansem
10. Unchained Crypto: Why Are Financial Advisors So Excited About a Spot Bitcoin ETF?
On this episode of Unchained, Ric Edelman, founder of the Digital Assets Council of Financial Professionals and author of "The Truth About Crypto," dives into the impact of bitcoin ETFs on financial advisors and investors. According to surveys, only 12% of financial advisors currently recommend bitcoin to clients, yet 47% personally hold bitcoin, and a striking 77% say they are waiting for a spot bitcoin ETF before recommending it. Edelman explains how the launch of the first spot bitcoin ETFs could trigger high demand, even if capital deployment takes time.
Edelman also discusses how the collapse of FTX affected advisors’ views on crypto, why investors show little interest in futures-based bitcoin ETFs, and which issuers he believes are poised to win big. He highlights the convenience and familiarity of ETFs, predicting a surge in interest and market participation once these products launch.
Watch here: Why Financial Advisors Are So Excited About a Spot Bitcoin ETF
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