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The euro is the second most important currency in the fiat monetary system, commanding a 20-30% share in foreign exchange, global payments, international loans, and debt securities markets.
In the $125bn global stablecoin market, though, Euro-based stablecoins make up less than 0.3% of the total market capitalization.
Why is this the case, and what does the future hold for Euro-based stablecoins: Bright and shiny or remaining tiny?
Find answers to these questions in the latest Untitled Investment Talk with Gregory Klumov, CEO of Stasis, the issuer of the leading Euro stablecoin. Interviewer: Our UIE co-founder Dr. Karl-Michael Henneking.
The talk covers the following topics:
👉 Why do we need Euro-based stablecoins?
👉 What are the typical use cases for euro-based stablecoins? Which are the dominant ones currently?
👉 How do stablecoin companies and projects make money in general and Stasis in particular?
👉 How do you handle the transparency of reserves at Stasis?
👉 Besides transparency, which other factors are key to success for a Euro-based stablecoin?
👉 What is required to challenge the dominance of USD stablecoins in the crypto market?
👉 How will MiCAR alter the stablecoin landscape in Europe?
👉 How do you envision the competitive landscape for stablecoins in the Eurozone? Will new significant players emerge? If so, what type of players?
👉 CBDCs versus private stablecoins: Who will win the race?
👉 Stablecoin FX Markets: Sizing the opportunity
If you like this episode, subscribe to the Untitled Investment Talk on this podcast channel and follow Untitled Investment Expertise on LinkedIn.
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We have seen a firework of announcements, new launches, and substantial moves in the crypto payment space in the last couple of weeks. Paypal, Visa, Mastercard, Shopify, SAP, Circle, and Solana Labs are just a few giants that flexed their muscles.
Our UIE co-founder Dr. Karl-Michael Henneking invited Dr. Jonas Groß to look behind the scenes of the rapid evolution of crypto payments. Jonas is the COO of etonec, a company specializing in payments and digital assets. He is a well-known speaker, lecturer, podcast host, and the Chairman of the Digital Euro Association.
The Untitled Investment Talk addresses the following questions:
👉 We can pay with credit cards, use Apple/Google Pay, and have PayPal. What (the hack) are crypto payments good for?
👉 PayPal recently launched the US dollar-based stablecoin PYUSD. How does it work and what use cases does it support? A very deep dive …
👉 What role does Paxos play here? Stablecoins as a Service …
👉 What’s in it for PayPal? Blue Ocean …
👉 How does PYUSD compare to Circle’s USDC and Tether’s USDT? Network versus first mover advantages …
👉 Will VISA and Mastercard follow PayPal’s route? Not exactly, but …
👉 How are crypto payments used in the B2B context? SAP’s already on it …
👉 What are the key challenges in crypto payments and how are they tackled? A surprising answer …
👉 Solana Pay has integrated with Shopify recently. Is this another step towards the mass adoption of crypto payments? The bigger picture …
👉 How does regulation impact the development of crypto payments? PYUSD as mover and shaker …
👉 Golden question: Something with the Euro …
If you like this episode, subscribe to the Untitled Investment Talk on this podcast channel and follow Untitled Investment Expertise on LinkedIn.
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Fehlende Folgen?
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Liquid Staking Derivatives are a game changer, taking the Ethereum staking ecosystem by storm. There is more value locked in Liquid Staking Token Finance (LST.fi) than in Decentralized Exchanges, and the LST.fi ecosystem is only growing. 50 new LST fi protocols have been launched only in the last few months.
So, it’s time to talk about the rise of Liquid Staking and the future of Ethereum staking.
That’s what Adam Campbell from Staking Rewards and our UIE co-founder Dr. Karl-Michael Henneking do in the latest Untitled Investment Talk.
Topics covered:
👉 How Shapella and LSDs changed the Ethereum staking game.
👉 Double down: LST.fi = LSD rewards + DeFi yields
👉 Are institutions ready to embrace the LST.fi opportunity?
👉 Inside Lido, Rocket Pool, and Frax: How do their approaches differ? Why different APYs?
👉 Heavy market share loss: Is there a future for centralized staking via Coinbase, Binance, and the like?
👉 What can stakers expect: Long-term APY trends.
👉 Which risks need to be managed in LST.fi?
👉 Latest trends in LST.fi: marketplaces, fixed-rate rewards, yield optimization through leverage, and diversified index products
👉 Staking rewards srETH all weather staking product: Features, expected AUM, and cooperation with Spool.fi
👉 Butter bei die Fische: Is crypto summer around the corner and what will be the driving forces?
Link to the article of The Defi Industry Council that touches on legal and tax aspects of LST.fi https://medium.com/idc-thought-leadership-pieces/liquid-staking-derivatives-post-shanghai-upgrade-b7310a65b891
If you like this episode, subscribe to the Untitled Investment Talk on this podcast channel and follow Untitled Investment Expertise on LinkedIn.
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(Almost) all you need to know about Decentralized Exchanges and their rapid evolution.
AMMs, constant function market makers, oracle-based price discovery, DEX aggregators, the DeFi Libor, DeFi interest rates swaps, ….
Where is the DEX space heading?
Our guest Darren Camas, a crypto exchange veteran with over a decade of experience, helps us navigate the DEX market. Darren is the CEO of the decentralized derivative exchange IPOR. He knows the relevant players and technologies in and out.
Enjoy this Untitled Investment Talk hosted by Dr. Karl-Michael Henneking.
Topics covered:
👉 Starting smoothly: Why DEXes?
👉 Why AMMs dominate the market and not order book DEXes
👉 The role of DEX aggregators
👉 Price discovery: Constant function market making versus oracles
👉 Rapid DEX Innovation: Tackling impermanent loss and capital efficiency issues
👉 Future DEX Trends: Further specialization = liquidity fragmentation or consolidation?
👉 The DeFi LIBOR
👉 DeFi Interest rate swaps: How do they work, and what are the benefits?
👉 The Power Token and IPOR V2
👉 W(h)en L2?
👉 New index products: ETH liquid staking
👉 Golden question: Will all DeFi be regulated?
If you like this episode, subscribe to the Untitled Investment Talk on this podcast channel and follow Untitled Investment Expertise on LinkedIn.
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CEX Innovation – How to beat Binance, Coinbase, and the likes
Blue-chip centralized exchanges are hard to beat when it comes to liquidity, fees, and the number of assets. Is there a way for a smaller digital asset exchange to build a USP against the dominating players in the market?
Learn in this Untitled Investment Talk how Christian Niedermüller the CEO of Blocktrade, the Head of Strategy and Growth Cviko Dukanovic, and the whole Blocktrade team tackle this challenge.
The talk is hosted by Untitled Investment Expertise founder Dr. Karl-Michael Henneking and covers the following topics:👉 Where is the CEX market heading? Will decentralized exchanges overtake in market share?
👉 Impact of regulation on the crypto exchange market. Is MiCaR a safe haven?
👉 How to compete with Coinbase, Binance, and other blue-chip CEX players?
👉 Blocktrade 3.0: Gamifying the user experience with level-based rewards, XP points, BTEX tokens, and NFT Avatars
👉 What’s unique about the BTEX token, and why do partners benefit from BTEX?
👉 Equity versus token sales, how do both financing avenues play together?
👉 Ordinals, BRC-20 tokens, DRC-20 tokens: A flash in the pan or serious competition for Ethereum?
If you like this episode, subscribe to the Untitled Investment Talk on this podcast channel and follow Untitled Investment Expertise on LinkedIn.
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Play 2 Earn – Pipe Dream or Metaverse Economy?The ‘Metaverse’ is going to be the next big thing. No doubt about that with @meta, @microsoft, @Tencent and others investing billions. What even is a ‘Metaverse’ though? How do digital economies and in-game currencies work? How can you benefit from being early? Find the answers to these questions and others in the newest episode of the Untitled Investment Talk with Luke Lombe from Faculty Group, hosted by our Untitled Investment Expertise founders Simon Schaber and Dr. Karl-Michael Henneking.Topics covered in this show:👉 What is ‘Play to Earn’ about? Why do games use NFTs? What do we need Blockchains for?👉 What role do communities like DAOs and guilds play? How does this differ from web2 player communities?👉 Best practices for building Web3 GameFi ecosystems👉 Best ways of getting exposure to P2E performance for investors👉 How to conduct proper Due Diligence around P2E projects before investing👉 Golden question
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Bitcoin and ESG. An evergreen topic.
It’s good to have a balanced view in a polarized world.That’s what you can expect from this Untitled Investment Talk with Philipp Sandner from the Frankfurt School of Finance, hosted by our Untitled Investment Expertise founder Karl-Michael Henneking.
Topics covered in this show:
The mission of the Frankfurt School Blockchain CenterBlockchain technology adoption and diffusionBitcoin and Proof of Work from an environmental perspectiveIs Proof of Stake the solution?PoW: Widening the horizon with a 360 ESG viewFacts and figures about Bitcoin CO2 emissionsHow to price the carbon footprint of BitcoinGolden questionIf you like this episode, subscribe to the Untitled Investment Talk on this podcast channel and follow Untitled Investment Expertise on LinkedIn.
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Pricing Bitcoin carbon emissions: https://philippsandner.medium.com/study-the-carbon-emissions-of-bitcoin-from-an-investor-perspective-4c90707474b8
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Tokenizing everything. Is it desirable? Does it make sense?
This is the second to last question in this Untitled Investment Talk with the blockchain and tokenization experts John Calian and Sebastian Becker from Riddle & Code.
John is the CEO and Sebastian heads up business development at Riddle & Code – the blockchain interface company. Both have tons of experience which they share with our Untitled Investment Expertise co-founders Dr. Karl-Michael Henneking and Simon Schaber in this interview.
Enjoy this deep dive into industrial tokenization and the hands-on insights from tokenizing community solar plants for one of Austria’s largest energy companies.
Topics covered:
Riddle&Code’s missionJohn's and Sebastian’s way into the blockchain and crypto spaceSolar plant tokenization: Wien Energie projectTokenomics of the projectMost critical processesScalabilityCustody of tokens in an industrial set-up with corporate treasuriesImpact of regulatory debate about hosted and ‘unhosted’ wallets on crypto M2M settlements and machine walletsGolden questionsIf you like this episode, subscribe to the Untitled Investment Talk on this podcast channel and follow Untitled Investment Expertise on linkedin.
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The title tells it all. Deep dive into the institutional crypto market and where it is heading.
Jan Kühne from Coinbase Germany shares his unique know-how in institutional crypto and TradFi markets with the Untitled Investment Expertise founders Dr. Karl-Michael Henneking and Simon Schaber
The Crypto machine room: Dog yearsSegmenting the institutional marketWhat institutional clients wantMilestones in institutional crypto adoptionWay forward 1: B2C players capturing the B2B space?Way forward 2: Integration with TradFi or crypto walled gardens?DeFi lendingGoldman Sachs CEO for a dayIf you like this episode, subscribe to the Untitled Investment Talk on this podcast channel and follow Untitled Investment Expertise on linkedin.
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Karl-Michael Henneking und Simon Schaber sprechen in dieser deutschen Sonderfolge mit dem Retailtrading-Experten Sascha Huber über den rekordartigen Zulauf zu den Aktien- und Cryptomärkten der Jahre 2020 und 2021.Noch nie zuvor in der Geschichte der Bundesrepublik gab es so viele Investoren wie heute.-Was bringt vor allem Junge Leute an die Börsen?-Was erwarten sie sich von Crypto-Investitionen und ihren Finanzdienstleistern?-Warum sind viele mit ihren Hausbanken unzufrieden?-Kommen Kunden auch wieder "zurück", wenn sie einmal Cryptobörsen entdeckt haben?-Werden selbst Neobroker bereits überholt?Diese Fragen und viele weitere diskutieren unsere Experten in vertrauter Runde.
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Are investors leaving gold for Bitcoin? Is 'digital gold' replacing the real deal?Are both asset classes at war with each other?
Ronald-Peter Stoeferle and Mark J. Valek, authors of the yearly 'In Gold we Trust' report and the 'Bitcoin Chartbook' are speaking about innovative ways of bringing digital- and physical gold together, driving outsized returns, and producing optimal risk-return ratios.
'The Gold Standard of Gold Research':https://www.incrementum.li/en/ingoldwetrust-report/The Bitcoin Chartbook:https://www.incrementum.li/en/journal/bitcoin-chartbook/
If you like this episode, subscribe to the Untitled Investment Talk on this podcast channel and follow Untitled Investment Expertise on LinkedIn.
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‘Always sleep with one eye open … Because there is like no trodden path.We're sort of pushing into new frontiers with our machetes. Destroying bushes in front of us, just pushing forward into the unknown. And you never know, like if there's a snake jumping out, biting you in the ankle any second, and therefore you always need to remain vigilant.’
Philipp Zimmerer from SPOOL DAO about how it is living in the DAOverse.Don’t worry: no phantasy novel, but part 2 of a deep and open talk with Philipp Zimmerer, who is sharing his experience in building up the SPOOL DAO in this Untitled Investment Talk with Dr. Karl-Michael Henneking and Simon Schaber.
Further topics covered:
What regulatory challenges are DAOs facing?What SPOOL DAO learned from failures and successes of other DAOsWhat’s state of the art in Investment DAOs, what are limitations?What kind of investment DAOs will we see in the future?How can and should DAOs collaborate?What DOA means in ChineseGolden question To put things into perspective, we recommend listening to part 1 first.
Stay tuned. Subscribe to the Untitled Investment Talk on this podcast channel and follow Untitled Investment Expertise on LinkedIn.
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After a stuttering start in 2016, DAOs are back again at the top of the crypto hype curve these days.
Numerous different DAO projects contribute to the $15bn TVL reached at the end of 2021. The lion share stems from DeFi protocol DAOs, but there are also operating system DAOs, collector DAOs, investment DAO and many more.
Will DAOs survive a crypto winter, and if yes which DAOs?
Our Untitled Expertise co-founders Dr. Karl-Michael Henneking and Simon Schaber discuss the DAO verse with Philipp Zimmerer, core contributor to the SPOOL DAO and a deep, hands-on DAO expert.
This is a critical discussion, not a glamor talk.
Philipp provides a behind-the-scenes view and shares his insights from setting up the SPOOL DAO.
Further topics addressed in this part of the interview:
What is a DAO and what is it good for?What’s the advantage of investing in a DAO compared to more traditional investment vehicles?How are and how should DAOs be organized?How are you organizing the Spool DAO, and what sets it apart?Are DAO members more like shareholders or managers?What role do communities play?How to overcome voting and contribution apathy among DAO members?How useful are operating systems that provide tools to create and manage DAOs?Will 2022 be the year of the DAOs? What will drive DAO adoption?Part 2 of this talk will be live soon.
Stay tuned. Subscribe to the Untitled Investment Talk on this podcast channel and follow Untitled Investment Expertise on LinkedIn.
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Beyond 10 X
– The art of investing in early-stage crypto projects
What are future hype topics in the crypto space?Why invest in early-stage projects?How to select the future champs?How to deal with bear markets?How to manage risk?When to exit?Dr. Astrid Woollard and Christian Niedermüller from Smape Capital share their deep investment experience in digital assets with the Untitled Investment Expertise founders Dr. Karl-Michael Henneking and Simon Schaber.
More on SMAPE’s investment thesis here: SMAPE CAPITAL
If you like this episode of our podcast show follow Untitled Investment Expertise on linkedin.
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With shocking news on heavy handed regulation coming from the US and many European states the question presenting itself becomes harder to ignore:
Are western governments trying to kill innovation and drive it overseas?Legal expert Dr. Nina-Luisa Siedler from DWF Law elaborates on what the next steps for DeFi projects can look like and the risks and opportunities the US Infrastructure bill and the European "Markets in Crypto Assets Regulation" bring.
Hosted by the Untitled Investment Expertise founders Dr. Karl-Michael Henneking and Simon Schaber
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"A (wo)man without ethics is a wild beast loosed upon this world." - Albert Camus -
In an interview on investment ethics for digital assets and blockchain projects, what would be your answer?
Traditional finance versus the crypto market: Where do you see more ethical issues?Is it ethical to invest in and sell meme coins like Doge or Shiba Inu?Is it ethical to assign students to find a vulnerability in a live blockchain smart contract?How to deal with scams and pump and dump schemes: self-regulation or policy enforcement by governments?Are crypto projects ESG compliant?...Enjoy the show with
Irina Heaver, Partner Blockchain & Digital Assets, Keystone Law Middle East
Anne Griffin, AI and Blockchain expert, Owner Griffin Product & Growth Coaching
hosted by the Untitled Investment Expertise founders Dr. Karl-Michael Henneking and Simon Schaber
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A bid of 2.5k ETH (>$9.5m) for crypto punk #6048 was declined two days back by the owner.
What would you have done?
Learn about the factors that drive the value of NFTs in the arts and collectibles space in this crypto nugget with IBM's blockchain and NFT expert Anthony Day.
This recording is an excerpt from a more comprehensive talk on NFTs with our co-founders Dr. Karl-Michael Henneking and Simon Schaber. See the last episode of the Untitled Investment Talk.
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Clearly identifiable, unique digital representations of identities on the Blockchain.
Non Fungible Tokens have the potential to revolutionize the digital world as we know it. From passports to concert tickets, from identities in supply chains to the screws in 150m dollar machines that make semiconductors, NFT's hold the power to unlock their true potential.If that is the case, then why are we mainly seeing them used to sell pixelated images for millions of dollars?Find out in this episode of the Untitled Investment Talk with IBM's very own blockchain and NFT expert Anthony Day.
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A lot of regulatory crypto drama in the US lately.
Learn why our guest Jimmie Lenz believes that investor protection is used as a camouflage argument.
Listen to Patrick Hansen to understand why crypto prices have ignored all that drama.
Transatlantic dialogue on US versus EU crypto regulation and latest regulatory developments moderated by our co-founders Dr. Karl-Michael Henneking and Simon Schaber 夏商周
Enjoy the show!
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USD Coin carries default risk, Tether is largely backed by obscure commercial papers and Binance is getting bogged down in legal battles around the globe.Find out how Carol Alexander, Professor at the University of Sussex Business School, Visiting Professor, Peking University HSBC Business School thinks about recent market developments.
Dr. Karl-Michael Henneking and Simon Schaber talked with her about Binance and Tether as risk factors as well as market manipulation and toxic flow in Crypto markets.
Enjoy the show!
We recommend visiting https://www.coalexander.com/blog for the latest quantitative insights from Carol's research projects.
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