Frontrun Money
Frontrun Money
John Cook | Crypto Investor
Crypto research & economics. Join our community of founders, investors & technologists as we explore the broader crypto ecosystem. www.frontruncrypto.com
EP19 - US Dollar debasement fairytale | The reemergence of crypto ICOs | Housing continues to be unaffordable
🚀 In this podcast we review:* The fairytail of US dollar hyperinflation* Recessionary indicators* The underperformance of bull & bear technical indicators* SEC crypto misdirection* $PEPE meme coin mania* Layer 2 Alpha on arbitrum* Fair token launch* Housing inventory and demand📚 Supporting content:Markets:* The de-dollarization fairy tail* LPL Weekly performance and recessionary indicators* Index of economic indicators * No respect recovery - underperformance of technical indicators* US Government defaultCrypto:* SEC Gensler hearing by US Financial Services Committee* Fair launch tokens with Camelot* $PEPE coin liquidity risk* Coinbase FIAT to L2 direct onramp* Minting on mint.fun* Sentiment under collateralized $ETH lending* Ethereum stacking unlocksHousing:* Housing inventory* Housing interesting rates* Months of housing inventory📹Watch the podcast on youtube:Frontrun predicts the future of money and technology. Support independent research for $10/month.Cover art generated by DALL-E: “An abstract oil painting of government officials acting as puppets controlled by billionaires and wallstreet elites” Get full access to Frontrun at www.frontruncrypto.com/subscribe
Apr 23, 2023
1 hr 18 min
EP18 - Coinbase on Optimism | Code is not law | 2023 ICO craze | Binance shutdown
🚀 In this podcast we review:* Coinbase launching its BASE platform on Optimism* Optimism tokenomics* GMX legos* Binance closes in Australia* Code is not law with GEL and dydx📚 Supporting content:* Coinbase launches BASE #Ethereum layer2* * Coinbase changing BASE sequencer revenue* Optimism profitability* GMX legos* Binance closes Australia derivatives trading platform* Code is not law* GEL token * dydx* Camelot launchpad ICO* Federal Reserve balance sheet latest reading * Federal Reserve balance sheet over time📹Watch the podcast on youtube:Frontrun predicts the future of money and technology. Support independent research for $10/month.Cover art generated by DALL-E: “A futuristic drawing of a crypto bank hosting a meet-up in the metaverse to announce the launch of its own blockchain” Get full access to Frontrun at www.frontruncrypto.com/subscribe
Feb 23, 2023
48 min
EP17 - What's caused Bitcoin and Ethereum prices to go up in January?
🕵️ Crypto assets have been on a rip in 2023. Bitcoin is up 37% YTD, Ethereum is up 35%, and Solana is up 80%. Alt-coins like OP, LDO, MANA, and more have all experienced price appreciation greater than 100% in the 1st 30 days of 2023. Why? Is this time different? Are the technical indicators, charts, and averages right?🚀 In this podcast we review:* Bitcoin, Ethereum, Solana, Lido, and Optimism's latest bull run* Is it a byproduct of strong fundamentals and new user adoption?* The invisible hand of the Federal Reserve?* Just another dead cat bounce?* What are the technical analysis and charts telling us? Does it even matter?📚 Supporting content:* What’s causing crypto prices to go up?* The hardest game: predicting a recession* S&P500 2023 Forecast: Wallstreet says “not sure”* No winners in 2022* A case for $1,200 Ethereum📹Watch the podcast on youtube:Frontrun predicts the future of money and technology. Support independent research for $10/month.Cover art generated by DALL-E: “An expressive oil painting of a social media influencer using charts and data to convince his followers to buy the next ponzi coin.” Get full access to Frontrun at www.frontruncrypto.com/subscribe
Feb 13, 2023
1 hr 17 min
EP16 - Is Grayscale intentionally delaying its bitcoin & ethereum ETF conversion?
🕵️ We review claims of Grayscale misconduct, conflicts of interest within its investment committee, failure to act in good faith to its stockholders, and claims of malfeasance against the backdrop of the 2023 DCG meltdown.🚀 In this podcast we review:* A speed run of DCG's Genesis meltdown with Gemini and its relationship to Grayscale* Two separate legal proceedings against Grayscale's #bitcoin and #ethereum trust* Grayscale misconduct & conflicts of interest within Digital Currency Group  * Allegations of failure to act in the best interest of Grayscale's trust stockholders* Claims that Grayscale's ETF campaign is* An exploitative and wasteful campaign destined to drag out in the courts for years* An elaborate marketing expense to lure retail investors into the trust with no way out📚 Supporting content:* Grayscale misconduct & conflicts of interest within Digital Currency Group* Analyzing the complex relationship of Gemini and DCG* Is now the time to buy Grayscale’s bitcoin trust?* Was Grayscale’s bitcoin premium a leveraged ponzi?📹Watch the podcast on youtube:Frontrun predicts the future of money and technology. Support independent research for $10/month.Cover art generated by DALL-E: “An abstract oil painting of a white collar criminal conducting a seminar on how to commit securities and accounting fraud through a complex network of shell companies” Get full access to Frontrun at www.frontruncrypto.com/subscribe
Jan 30, 2023
1 hr 8 min
EP15 - The DCG & Genesis merry-go-round and Gemini lies
🤔 We explore the relationship between Gemini Exchange, its "Earn" program, Genesis Lending, and the role of Grayscale's Bitcoin & Ethereum trusts in what appears to be a perpetual leveraged merry-go-round.Note to listeners: In the intro, I stated “it’s the 3rd week of January 2022”, which was a mistake. It’s 2023! oh, how time flies.🚀 In this podcast we review:* The complex relationship between Gemini Exchange, Genesis Trading, and Gemini’s Earn program* Allegations of conflicts of interest between Genesis and Grayscale* Questionable lending practices of Genesis📚 Supporting content:* Untangling Digital Currency Group📹Watch the podcast on youtube:Frontrun predicts the future of money and technologyCover art generated by DALL-E: “A roman art drawing of Leonardo da Vinci convincing Claude Monet to lower the collateralization requirements of his bitcoin loan in exchange for a higher interest rate” Get full access to Frontrun at www.frontruncrypto.com/subscribe
Jan 17, 2023
1 hr 10 min
EP14 - MakerDAO real world investment | Optimism OP token unlocks | Death of GMI
🔻Top 3 topics of the week for 1/7/23 MakerDAO partners with BlockTower and Centrifuge to facilitate real-world asset investments | Optimism’s OP token upcoming unlocks and valuation | The GMI token didn’t make it - RIP!🚀 In this podcast we review:* Real-world asset investments with MakerDAO’s leap into commercial real estate* Optimism OP token valuation & upcoming unlock* A post-mortem on the GMI token: it didn’t make it📚 Supporting content:* Top 3: MakerDAO becomes a landlord | Optimism token valuation | $GMI didn't make it* Real-world asset on-chain tokenization & risks* The bear case on Lido’s LDO token🔥* The bull case for Grayscale’s bitcoin trust in 2023* The hardest game: predicting a recession📹Watch the podcast on youtube:Frontrun predicts the future of money and technology.Cover art generated by DALL-E: “An abstract oil painting of Norman Rockwell and Michelangelo voting on Maker's next governance proposal” Get full access to Frontrun at www.frontruncrypto.com/subscribe
Jan 9, 2023
1 hr 1 min
EP13 - Is Lido in trouble?
🔻Is Ethereum’s largest liquid staking derivative Lido in trouble? Lido recently released its financial statements for the calendar year 2022, and it’s not positive. The DAO lost $100 million, its treasury dropped 70%, Lido investors and early employees have completed their vesting schedule, and the entire LDO token was pre-mined and pre-sold!🚀 In this podcast we:* Make the bear case for Lido in 2023* Discuss Lido’s 2022 financial results* Define the failed tokenomics of the LDO token* Review Lido’s pre-sold token schedule* Outline the Lido investors who pump then dumped LDO📚 Supporting content:* The bear case for Lido📹Watch the podcast on youtube:Cover art generated by DALL-E: “An oil painting of Pablo Picasso trying to convince Leonardo da Vinci to invest in a worthless crypto coin”Frontrun predicts the future of money and technology. Support independent research for $10/month. Get full access to Frontrun at www.frontruncrypto.com/subscribe
Jan 3, 2023
38 min
EP12 - Why all crypto funds failed in 2022
🔻Are crypto VC funds really the smartest people in the room? How is it possible that the biggest and smartest brains in the crypto vc ecosystem posted the worst returns in 2022? All actively managed funds performed worse than bitcoin and Ethereum, already down ~60% ytd!🚀 In this podcast we:* Outline how actively managed funds in the traditional equities space are unable to outperform their benchmark piers* Draw parallels to actively managed crypto funds making the same mistakes as their traditional finance counterparts* Analyze the worst-performing crypto assets in 2022* Discuss the latest domino to fall in Binance’s solvency* Review why Paxful banned ethereum because they love freedom? 📚 Supporting content:* No winners in 2022* Frontrun’s crypto thesis📹Watch the podcast on youtube:Frontrun predicts the future of money and technology. Support independent research for $10/month.Cover art generated by DALL-E: “An Andy Warhol style painting of investors explaining why they've failed to outperform the stock market” Get full access to Frontrun at www.frontruncrypto.com/subscribe
Dec 26, 2022
56 min
EP11 - The leaked congressional testimony of FTX's Sam Bankman-Fried
🔻Was SBF the smartest guy in the room? Was he playing 4d chess while everyone played checkers? Or was he just the fall guy on the backdrop of systemic fraud that permeates throughout the centralized crypto exchange ecosystem? SBF went on an “interview roadshow” over the month of December 2022, but the one interview that mattered: his testimony in front of the US Financial Services Committee, never had its moment in the spotlight. Until now.🚀 In this podcast we:* Recap the charges against SBF by the US SEC, CFTC, and Attorney General’s office of SDNY * Read and analyze the entire leaked transcript SBF was supposed to read at his congressional hearingand attempt to answer…* Was SBF the fall guy?* How many other degenerates like SBF and FTX are hiding in the crypto space?* Will anyone else be held accountable? 📚 Supporting content:1. Leaked testimony2. US DOJ arrest announcement 3. CFTC charges4. SEC charges📹Watch the podcast on youtube:Cover art generated by DALL-E: “An abstract painting of a tech bro being arrested by federal police for wire fraud”Frontrun predicts the future of money and technology. Support independent research for $10/month. Get full access to Frontrun at www.frontruncrypto.com/subscribe
Dec 19, 2022
1 hr 23 min
EP10 - 70% of NFTs are hosted on web2 rails | SBF is arrested | BTC miner bankruptcies continue
🚀 Join us for a crypto nightcap as we review the highlights of the day across the crypto and finance ecosystem for Monday, 12/12/22⚠️ Topics - 70% of NFTs are hosted on web2 rails, BTC miner bankruptcies continue, SBF is arrested in the Bahamas!📹 Also available on youtubeCover art generated by DALL-E: “An Andy Warhol style painting of crypto enthusiasts reading a bitcoin book before bed” Get full access to Frontrun at www.frontruncrypto.com/subscribe
Dec 14, 2022
24 min
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