Beyond Bitcoin
Crypto and digital assets; the week’s news and events in the rear vision mirror. Keeping it simple and hypothesising about what these events might mean to our favourite assets and to us as humans living into the digital world. Enjoy two blokes chatting one from a fund management viewpoint (Deryck Graham) and one deeper dive tech (Nitin Gaur). Let the chat and banter begin and remember feel free to contribute to future topics and to leave comments.
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Episodes
7 hours ago
7 hours ago
Join Nitin and guest Mark, the CIO of Portal Asset Management, as they discuss the latest trends in global macro, the evolution of crypto, and key market insights. They delve into the impact of political uncertainties, the resurgence of interest in digital assets, and the growing utility of blockchains. Mark shares his experiences from Europe and provides in-depth analysis of the current and future state of the crypto market. They also explore the convergence of AI and blockchain, stablecoin growth, and the role of institutional investors. Concluding with a look ahead to 2025, this episode is packed with valuable perspectives and predictions.
0:00 Introduction and Greetings
01:04 Global Macro Overview
01:40 Crypto Market Trends and Insights
02:42 Regulatory Changes and Political Impact
04:19 Technological Innovations in Crypto
05:57 Future of Crypto and AI Integration
08:43 Financial Infrastructure Modernization
10:13 Market Sentiments and Predictions
23:18 Concluding Thoughts and Future Outlook
7 hours ago
7 hours ago
Join Nitin and guest Mark, the CIO of Portal Asset Management, as they discuss the latest trends in global macro, the evolution of crypto, and key market insights. They delve into the impact of political uncertainties, the resurgence of interest in digital assets, and the growing utility of blockchains. Mark shares his experiences from Europe and provides in-depth analysis of the current and future state of the crypto market. They also explore the convergence of AI and blockchain, stablecoin growth, and the role of institutional investors. Concluding with a look ahead to 2025, this episode is packed with valuable perspectives and predictions.
0:00 Introduction and Greetings
01:04 Global Macro Overview
01:40 Crypto Market Trends and Insights
02:42 Regulatory Changes and Political Impact
04:19 Technological Innovations in Crypto
05:57 Future of Crypto and AI Integration
08:43 Financial Infrastructure Modernization
10:13 Market Sentiments and Predictions
23:18 Concluding Thoughts and Future Outlook
Friday Dec 13, 2024
Friday Dec 13, 2024
In this episode of Beyond Bitcoin, host Deryck Graham is joined by Nitin Gaur, discussing the current state of the cryptocurrency market from different parts of the world. They explore the rise of 'dino tokens' and the potential onset of an 'altcoin season,' providing detailed comparisons of various tokens like Ripple, Cardano, and Polkadot to established companies like Facebook and Coca-Cola. The hosts caution investors about 'ignorant exuberance' in the market, while also addressing the utility and valuation concerns surrounding these tokens. Nitin shares his insights on meme coins, regulatory clarity, and the evolving role of Bitcoin in corporate and institutional finance. Tune in for an in-depth analysis of market trends, token valuations, and what lies ahead for the crypto ecosystem.
00:00 Introduction and Welcome
01:19 Market Overview and Alt Season Discussion
03:23 Token Analysis: Ripple, Cardano, and Polkadot
06:17 The Utility and Future of Meme Coins
10:11 Comparing Traditional Companies and Crypto Valuations
18:43 Bitcoin's Unique Position and Institutional Interest
24:53 Conclusion and Future Topics
Friday Dec 13, 2024
Friday Dec 13, 2024
In this episode of Beyond Bitcoin, host Deryck Graham is joined by Nitin Gaur, discussing the current state of the cryptocurrency market from different parts of the world. They explore the rise of 'dino tokens' and the potential onset of an 'altcoin season,' providing detailed comparisons of various tokens like Ripple, Cardano, and Polkadot to established companies like Facebook and Coca-Cola. The hosts caution investors about 'ignorant exuberance' in the market, while also addressing the utility and valuation concerns surrounding these tokens. Nitin shares his insights on meme coins, regulatory clarity, and the evolving role of Bitcoin in corporate and institutional finance. Tune in for an in-depth analysis of market trends, token valuations, and what lies ahead for the crypto ecosystem.
00:00 Introduction and Welcome
01:19 Market Overview and Alt Season Discussion
03:23 Token Analysis: Ripple, Cardano, and Polkadot
06:17 The Utility and Future of Meme Coins
10:11 Comparing Traditional Companies and Crypto Valuations
18:43 Bitcoin's Unique Position and Institutional Interest
24:53 Conclusion and Future Topics
Friday Dec 13, 2024
Friday Dec 13, 2024
Join us for an insightful episode of Beyond Bitcoin with Greg Galton and longtime contributor Nitin Gaur. With Deryck Graham unavailable, Greg and Nitin dive into the latest happenings in the crypto world, including Bitcoin's new all-time highs, changes in U.S. crypto policy post-election, and the impact of Gary Gensler's resignation. They discuss the growing acceptance of crypto in traditional finance, the rise of Dogecoin led by Elon Musk, and the implications of recent court rulings on Tornado Cash. Additionally, they explore the potential and risks of Bitcoin as a store of value, including Michael Saylor's ambitious strategy with MicroStrategy and the concentration risks posed by large holders. Tune in for an engaging conversation on the current and future crypto landscape.
00:00 Introduction and Welcome
00:49 Bitcoin's Recent Surge and U.S. Crypto Sentiment
03:59 Regulatory Changes and Their Impact
04:43 Tornado Cash Case and Legal Implications
09:34 Global Crypto Regulations and Tax Benefits
11:47 Michael Saylor's Bitcoin Strategy
18:39 Risks of Centralized Bitcoin Holdings
21:12 Conclusion and Final Thoughts
Friday Dec 13, 2024
Friday Dec 13, 2024
Join us for an insightful episode of Beyond Bitcoin with Greg Galton and longtime contributor Nitin Gaur. With Deryck Graham unavailable, Greg and Nitin dive into the latest happenings in the crypto world, including Bitcoin's new all-time highs, changes in U.S. crypto policy post-election, and the impact of Gary Gensler's resignation. They discuss the growing acceptance of crypto in traditional finance, the rise of Dogecoin led by Elon Musk, and the implications of recent court rulings on Tornado Cash. Additionally, they explore the potential and risks of Bitcoin as a store of value, including Michael Saylor's ambitious strategy with MicroStrategy and the concentration risks posed by large holders. Tune in for an engaging conversation on the current and future crypto landscape.
00:00 Introduction and Welcome
00:49 Bitcoin's Recent Surge and U.S. Crypto Sentiment
03:59 Regulatory Changes and Their Impact
04:43 Tornado Cash Case and Legal Implications
09:34 Global Crypto Regulations and Tax Benefits
11:47 Michael Saylor's Bitcoin Strategy
18:39 Risks of Centralized Bitcoin Holdings
21:12 Conclusion and Final Thoughts
Monday Dec 02, 2024
Monday Dec 02, 2024
In this episode of Beyond Bitcoin, we dive into the four seasons of the Bitcoin cycle: winter, summer, autumn, and spring, examining what triggers these changes beyond price. We hypothesize about the continuation of these cycles and discuss revaluing top-performing assets, including the significant decline in Australian real estate value, when measured against Bitcoin. Senior analyst Greg Galton joins the discussion to analyze recent Bitcoin activity, the impact of market dynamics, whale activity, and the strategic moves of large investors like Michael Saylor and BlackRock. We also touch on how geopolitical events and institutional adoption influence Bitcoin's future. Join us for a detailed exploration of Bitcoin’s market behavior and its growing significance as a 21st-century asset.
00:00 Introduction to Bitcoin Cycles
00:48 Weekly Bitcoin Market Update
01:50 Understanding Bitcoin Metrics
04:39 The Four Seasons of Bitcoin
09:12 Bitcoin Halving Explained
17:33 Bitcoin as a Store of Value
21:44 Bitcoin's Resilience in Conflict
22:34 Conclusion and Upcoming Episodes
#beyondbitcoin #bitcoinpodcast #Crypto #blockchain #bitcoinhalving
Monday Dec 02, 2024
Monday Dec 02, 2024
In this episode of Beyond Bitcoin, we dive into the four seasons of the Bitcoin cycle: winter, summer, autumn, and spring, examining what triggers these changes beyond price. We hypothesize about the continuation of these cycles and discuss revaluing top-performing assets, including the significant decline in Australian real estate value, when measured against Bitcoin. Senior analyst Greg Galton joins the discussion to analyze recent Bitcoin activity, the impact of market dynamics, whale activity, and the strategic moves of large investors like Michael Saylor and BlackRock. We also touch on how geopolitical events and institutional adoption influence Bitcoin's future. Join us for a detailed exploration of Bitcoin’s market behavior and its growing significance as a 21st-century asset.
00:00 Introduction to Bitcoin Cycles
00:48 Weekly Bitcoin Market Update
01:50 Understanding Bitcoin Metrics
04:39 The Four Seasons of Bitcoin
09:12 Bitcoin Halving Explained
17:33 Bitcoin as a Store of Value
21:44 Bitcoin's Resilience in Conflict
22:34 Conclusion and Upcoming Episodes
#beyondbitcoin #bitcoinpodcast #Crypto #blockchain #bitcoinhalving
Friday Nov 22, 2024
Friday Nov 22, 2024
In this episode of Beyond Bitcoin, hosts Derek Graham and Greg Galton discuss the significant changes in the digital assets landscape following Donald Trump's election. They analyse the potential implications of the USA creating a Bitcoin reserve, Bitcoin's recent price surge, and the evolving perception of Bitcoin as a store of value. The conversation also explores visionary predictions by Michael Saylor and Kathy Woods regarding Bitcoin's future valuation, along with the notion of replacing gold with Bitcoin in national reserves. Join them as they delve into the potential macroeconomic shifts and the future of cryptocurrency.
Friday Nov 22, 2024
Friday Nov 22, 2024
In this episode of Beyond Bitcoin, hosts Derek Graham and Greg Galton discuss the significant changes in the digital assets landscape following Donald Trump's election. They analyse the potential implications of the USA creating a Bitcoin reserve, Bitcoin's recent price surge, and the evolving perception of Bitcoin as a store of value. The conversation also explores visionary predictions by Michael Saylor and Kathy Woods regarding Bitcoin's future valuation, along with the notion of replacing gold with Bitcoin in national reserves. Join them as they delve into the potential macroeconomic shifts and the future of cryptocurrency.