Matt and Nic return to cover a blockbuster week of ATHs. We invite a pseudonymous bond trader to give a rebuttal to our somewhat misguided take on the Microstrategy bond offering on last week's episode. Also in this episode:
- Our take on the STABLE Act (again)
- Are balances on the Dunkin and Starbucks apps stablecoins
- Paxos raises a $142m Series C
- SBI acquires B2C2
- The BITW premium explodes
- Ruffer's telling reasons for investing $740m in Bitcoin
- The CME announces ETH futures
- ... three years to the day since the CME Bitcoin Futures launch
- Did the CME futures pop the 2017 Bitcoin bubble?
- We screwed up with our take on the MSTR bond offering
- We revisit the MSTR convertible note
- Who is buying the MSTR fixed income offering?
- Coinbase inches towards an IPO
- ErisX introduces sports-based futures contracts
- Why onions aren't a commodity
- Bitcoin values are American values
Content mentioned:
- Nic in Coindesk, Nationalizing Stablecoins Won't Improve Financial Access
