Adam Cochran on Why Crypto Prices Will Be Down Bad for the Next Six Months - Ep. 427
Adam Cochran, partner at Cinneamhain Ventures, talks about the collapses suffered during this year, their impacts on big traditional finance players, and what’s coming in the crypto markets in the near future.
- whether Sam Bankman-Fried lied during his interview at the Deal Book Summit
- why SBF kept the number of FTX's engineers at such a low number
- why Adam is optimistic about Genesis and DCG
- what options Genesis have to raise liquidity
- the significance of a potential meltdown of DCG in the crypto industry
- why Adam is worried about Grayscale Bitcoin Trust (GBTC)
- what lessons can be learned from this crypto winter
- Adam's prognosis for crypto lending and for the crypto markets in general
- the impact of the bankruptcy of BlockFi and all the other centralized lenders
Unchained is doing its annual survey. Tell us how you think we’re doing and how we could improve, whether it be on the podcast, in the newsletter, or in our premium offering. Looking forward to hearing your thoughts!
Thank you to our sponsors!Adam:
- Thread on community buyout
- Previous Unchained episodes:
- Why 3AC’s Collapse Could Spell the Start of a Crypto Credit Crunch
BlockFi:
- Unchained: Crypto Lender BlockFi Files for Bankruptcy as FTX’s Contagion Effects Continue
- Decrypt: FTX, Alameda Owe BlockFi More Than $1 Billion: Court Hearing
Genesis:
- Bloomberg: Genesis Creditors Seek Options to Keep Crypto Brokerage Out of Bankruptcy
- Semafor: Online news site CoinDesk attracts suitors amid crypto crash
- Unchained:
- Genesis Warns of Bankruptcy If Funding Plans Fail: Report
- On-chain Analysts ID 432 GBTC Addresses After Grayscale Says No to Proof-of-Reserves
- WSJ: Crypto Lender Genesis Asks Binance and Apollo for Cash
- Decrypt: Digital Currency Group Says No Imminent Threat Despite Owing Genesis $575M
- The Block: DCG CEO Barry Silbert updates shareholders, says company will emerge 'stronger'
- Previous coverage of Unchained on Genesis:
- Why Genesis Could Very Well Be Insolvent, Not Just Illiquid
- ‘The Last Big Whale’: Why the Crypto Contagion of 2022 Eventually Hit Genesis
FTX:
- Previous coverage of Unchained on FTX:
- Jesse Powell and Kevin Zhou on How FTX and Alameda Lost $10 Billion
- Is the Collapse of Crypto Lending Over, or Is It Just Starting?
- Did the Bahamian Government Direct SBF and Gary Wang to Hack FTX?
- The Chopping Block: Why Lenders Didn’t Liquidate Alameda When It Was Underwater
- Erik Voorhees and Cobie on Why FTX Loaned Out Customers’ Assets
- The Chopping Block: FTX: The Biggest Collapse in the History of Crypto?
- Sam Bankman-Fried on How to Prevent the Next Terra and 3AC
Learn more about your ad choices. Visit megaphone.fm/adchoices
Available Results
Generated results are saved to your library for reuse and search.
Choose Template
Pick the result you want. You can review provider and model before generating.
A concise first-pass summary for understanding the episode quickly.
A comprehensive, source-grounded extraction of the reusable knowledge in an episode.
A comprehensive extraction focused on opportunities, strategy, markets, and company building.
Explicit actions, next steps, habits, recommendations, and things to avoid.
Repeatable methods, frameworks, mental models, processes, and systems.
A dedicated inventory of concrete resources named in the episode.
A concise first-pass summary for understanding the episode quickly.
A detailed readable summary organized by chapter or topic.
A navigable map of subjects, topic flow, and suggested chapters.
A comprehensive, source-grounded extraction of the reusable knowledge in an episode.
Reusable atomic knowledge units extracted from the episode.
A comprehensive extraction focused on health practices, protocols, claims, and safety caveats.
A comprehensive extraction focused on opportunities, strategy, markets, and company building.
Explicit actions, next steps, habits, recommendations, and things to avoid.
A dedicated inventory of concrete resources named in the episode.
A dedicated analysis of warnings, limitations, trade-offs, weak evidence, and uncertainty.
A concise first-pass summary for understanding the episode quickly.
A detailed readable summary organized by chapter or topic.
A navigable map of subjects, topic flow, and suggested chapters.
A comprehensive, source-grounded extraction of the reusable knowledge in an episode.
Reusable atomic knowledge units extracted from the episode.
A comprehensive extraction focused on health practices, protocols, claims, and safety caveats.
A comprehensive extraction focused on opportunities, strategy, markets, and company building.
Scientific findings, mechanisms, studies, hypotheses, and the limits of the evidence discussed.
Technologies, AI models, technical methods, capabilities, limitations, and adoption implications.
Investment theses, assets, catalysts, valuation reasoning, time horizons, and risks.
Chronologies, actors, causes, consequences, turning points, and competing historical interpretations.
Policies, proposals, stakeholders, arguments, implementation constraints, and predicted effects.
Career paths, skills, hiring signals, workplace decisions, transitions, and limitations of the advice.
Behavioral mechanisms, biases, motivation, habits, emotions, interventions, and evidence limitations.
Economic mechanisms, incentives, indicators, market structure, forecasts, and uncertainty.
Leadership principles, team systems, organizational design, culture, feedback, and failure modes.
Audience, positioning, messaging, acquisition, retention, experiments, metrics, and failed approaches.
Teaching methods, learning strategies, practice, feedback, assessment, and effectiveness evidence.
Theses, premises, arguments, objections, values, thought experiments, and unresolved questions.
Communication patterns, conflict, boundaries, expectations, repair methods, and contextual limitations.
Books, papers, authors, courses, and other learning resources mentioned in the episode.
Repeatable methods, frameworks, mental models, processes, and systems.
Explicit actions, next steps, habits, recommendations, and things to avoid.
Memorable statements and important claims with attribution and source context.
A dedicated inventory of concrete resources named in the episode.
A dedicated analysis of warnings, limitations, trade-offs, weak evidence, and uncertainty.