All Things Digital Assets

The Future of Euro Stablecoins - with Gregory Klumov, CEO Stasis

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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Crypto Payments with Dr. Jonas Groß - COO etonec & Chairman of the Digital Euro Association

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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Liquid Staking Derivatives with Adam Campbell from Staking Rewards

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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DEX Innovation - with Darren Camas CEO IPOR Labs

(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 Coinbase and Binance - with Christian Niedermueller and Cviko Dukanovic from Blocktrade

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? - with Luke Lombe from Faculty Group

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

Bitcoin = ESG Enemy? ... with Prof. Dr. Philipp Sandner from Frankfurt School Blockchain Center

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 Center
• Blockchain technology adoption and diffusion
• Bitcoin and Proof of Work from an environmental perspective
• Is Proof of Stake the solution?
• PoW: Widening the horizon with a 360 ESG view
• Facts and figures about Bitcoin CO2 emissions
• How to price the carbon footprint of Bitcoin
• Golden question 

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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Pricing Bitcoin carbon emissions: https://philippsandner.medium.com/study-the-carbon-emissions-of-bitcoin-from-an-investor-perspective-4c90707474b8

Industrial Tokenization – What Really Matters – with John Calian and Sebastian Becker from Riddle & Code

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 mission
• John's and Sebastian’s way into the blockchain and crypto space
• Solar plant tokenization: Wien Energie project
• Tokenomics of the project
• Most critical processes
• Scalability
• Custody of tokens in an industrial set-up with corporate treasuries
• Impact of regulatory debate about hosted and ‘unhosted’ wallets on crypto M2M settlements and machine wallets
• Golden questions

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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Institutional Adoption - The Next Level - with Jan Kühne from Coinbase

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 years
• Segmenting the institutional market
• What institutional clients want
• Milestones in institutional crypto adoption
• Way forward 1: B2C players capturing the B2B space?
• Way forward 2: Integration with TradFi or crypto walled gardens?
• DeFi lending
• Goldman Sachs CEO for a day

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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Wie deutsche Anleger ticken. Mit Sascha Huber von Guidants und BörseGo.

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.