GLOBAL SHIFT
Austin Campbell discusses the path to reality of the Genius act, how legislation is made (it’s like a sausage), and the winners and losers of the act passing and being signed into law. David is covering the Roman Storm trial.
ethena (not the greek one)
Austin Campbell and David Morris explain the basis trade and Ethena, check in on Genius, and frown at memes.
STABLECOINS ARRIVE
Austin Campbell and David Morris evaluate the Genius act and its implications for stablecoins and traditional financial markets.
REALITY CHECK
Austin Campbell examines how Democratic opposition to crypto regulation alienates younger voters, debunks stablecoin misconceptions around financial stability and security, and presents compelling bipartisan policy arguments for regulated digital dollar alternatives to traditional banking.
TECHNO-BARBARISM
Austin Campbell examines how sophisticated nation-state actors are systematically exploiting permissionless systems, creating unacceptable security paradigms for institutional and retail investors, and how the common call to "improve your own security" fails against elite hackers and nation state adversaries.
COLOSSAL WRECK
Austin Campbell examines how the SEC's regulatory approach to crypto created a "colossal wreck" through fundamental misunderstandings of blockchain technology, flawed custody frameworks, and inverted enforcement priorities that targeted legitimate projects while ignoring actual fraud.