All Things Digital Assets

Digital & Physical Gold with Ronald-Peter Stoeferle and Mark J. Valek

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.

DAOs - Behind the Scenes - Part II with Philipp Zimmerer from SPOOL DAO

‘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 DAOs
• What’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 Chinese
• Golden 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.

DAOs Behind the Scenes - Part I - with Philipp Zimmerer from SPOOL DAO

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.

Early Stage Crypto Investments with Dr. Astrid Woollard and Christian Niedermüller from SAMPE Capital

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.

All signal, no noise!

Are western governments coming for DeFi, DEX‘s and DAO‘s?

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 

Investment Ethics with Irina Heaver and Anne Griffin

"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 

 

What‘s the value of an NFT? with Anthony Day from IBM

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.

NFTs - Beyond the Obvious - with Anthony Day from IBM

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.

Crypto Regulation: US vs EU with Jimmie Lenz and Patrick Hansen

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!

Binance, Tether, Market Integrity and Toxic Flow with Prof. Carol Alexander

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.