Where crypto meets Wall Street. Host @NateGeraci brings investors candid conversations with the people shaping the future of digital assets & finance.
Overland Park, KS
Joined June 2024
- Tweets323
- Following252
- Followers639
- Likes171
Crypto Prime retweeted
My conversation w/ @rali_perduhova on ANDRA, a new ETF tokenization platform…
We discuss:
-How ANDRA works
-Why ETF issuers should pursue tokenization
-Current interest from issuers
-Why built on Canton Network
-Competition around tokenization infrastructure
-Why SEC’s innovation exemption matters
-Future of tokenization
via @CryptoPrimePod
Crypto Prime retweeted
My conversation w/ @Ondo’s Head of Product Portfolios…
@JohnHoffman2038 discusses how the firm’s tokenization platform works, its recent collaboration with BlackRock to bring model portfolios onchain, the evolving regulatory landscape for tokenized assets, and where the technology is headed.
via @CryptoPrimePod
Timestamps:
0:00 - Intro
1:00 - Early days of ETFs vs current state of tokenization
5:17 - How Ondo’s tokenization platform works
10:59 – BlackRock onchain model portfolios
13:44 - How tokenized portfolios are created & redeemed
18:02 - Tokenized securities vs owning underlying stock/ETF
20:46 - SEC’s innovation exemption & regulatory landscape
25:31 - What Ondo wants to see from regulators
27:32 - Why tokenization could transform financial markets
32:38 - How quickly will tokenization be adopted?
Crypto Prime retweeted
My conversation w/ @BlackRock's Robbie Mitchnick...
It's all here.
We discuss:
-IBIT demand, incl recent $2.5bil surge
-Advisor & inst’l investor adoption
-Individual in-kind creations
-Can BlackRock hold too much btc
-Current btc investment thesis
-Btc premium income ETF
-ETHA & ETHB
-Investment case for eth
-Other crypto ETF launches?
via @CryptoPrimePod
Crypto Prime retweeted
Crypto markets may be down but activity is booming, setting the groundwork for a strong recovery. On @CryptoPrimePod with @NateGeraci we cover the fundamentals; how @solana has differeniated itself; @21shares thoughts on valuations; and what we're looking out for going forward.
My conversation w/ @21shares’ @Duncanmoir…
We discuss:
-Solana’s current drawdown
-Why Solana is undervalued
-Ethereum vs Solana
-21shares Solana ETF ($TSOL)
-Hyperliquid
-XRP
-What's next for crypto overall
via @CryptoPrimePod
Crypto Prime retweeted
My conversation w/ @21shares’ @Duncanmoir…
We discuss:
-Solana’s current drawdown
-Why Solana is undervalued
-Ethereum vs Solana
-21shares Solana ETF ($TSOL)
-Hyperliquid
-XRP
-What's next for crypto overall
via @CryptoPrimePod
Crypto Prime retweeted
It was great to join @NateGeraci to talk Bitcoin custody
To state the obvious, Grayscale Research believes Bitcoin ETFs, with their embedded institutional custody, are a great choice for adding $BTC exposure to a diversified portfolio
But, equally as obvious, self-custody is essential to get the full benefits of the technology
Bitcoin must have (and does have, in my view) custody options for everyone
See link below for the full conversation and more details in our recent blog: grayscale.com/the-stack/asse…
My conversation w/ @Grayscale's @LowBeta...
We discuss:
-Btc self-custody vs crypto exchange vs ETF
-Spot btc ETF custodian risk
-Is self-custody too complicated?
-Coldcard hack impact on btc ETFs
-Grayscale Hyperliquid Staking ETF
-Overall crypto outlook
via @CryptoPrimePod
Crypto Prime retweeted
My conversation w/ @Grayscale's @LowBeta...
We discuss:
-Btc self-custody vs crypto exchange vs ETF
-Spot btc ETF custodian risk
-Is self-custody too complicated?
-Coldcard hack impact on btc ETFs
-Grayscale Hyperliquid Staking ETF
-Overall crypto outlook
via @CryptoPrimePod
Crypto Prime retweeted
Institutions are ready, but regulatory uncertainty is keeping some on the sidelines. Clarity would provide the durable rules needed to unleash a new wave of innovation.
Crypto Prime retweeted
My conversation w/ @SolanaInstitute’s @millercwl…
Everything you need to know about the Clarity Act including:
-Why it’s needed
-Where it currently stands
-Key sticking points
-Tradfi support for the bill
-What comes next
It’s *all* here.
via @CryptoPrimePod
Crypto Prime retweeted
My conversation w/ @TRowePrice_DA's Blue Macellari…
We discuss the industry’s first actively managed multi-token spot ETF, the @TRowePrice Active Crypto ETF (TKNZ).
We also talk crypto’s role in a portfolio, tokenization, Clarity Act, & much more.
via @CryptoPrimePod
Crypto Prime retweeted
My conversation w/ @ETFProfessor...
We discuss:
-@tidalfg biz model
-Digital Asset Debt Strategy ETF (DADS)
-Risks of debt securities backed by btc
-Current crypto drawdown
-Amplify Blockchain Technology ETF ($BLOK)
-Future of ETF tokenization
via @CryptoPrimePod
Crypto Prime retweeted
My conversation w/ @ColeMacro...
It’s all here.
We go in-depth on $SATA:
-Underlying mechanics
-How @Strive thinks about risk
-Is btc reliable collateral?
-How compares to STRC
-Money market-like or no?
We also talk current btc drawdown & what comes next.
via @CryptoPrimePod
Crypto Prime retweeted
My conversation w/ @CorySwan…
@Swan just launched RBX, which lets investors convert spot btc ETFs into direct btc ownership. We discuss in detail.
Also cover:
-@Swan value prop
-ETFs = bridge b/w tradfi & defi
-Recent btc drawdown
-Investment case for btc
via @CryptoPrimePod
Crypto Prime retweeted
My conversation w/ @baehr…
We discuss:
-@GSR_io business
-Crypto Core3 ETF ($BESO)
-Why combine btc, eth, & sol in one ETF
-Ethereum & Solana – winner take all?
-Current state of crypto
-GSR future product development
via @CryptoPrimePod
Crypto Prime retweeted
Timing is everything, and Hyperliquid put it all together at the right time.
Perfecting old ideas at the right moment.
@Matt_Hougan of @BitwiseInvest tells @NateGeraci how @HyperliquidX combines all the promises of DeFi into one easy-to-use platform.
Right regulatory environment. Right technology setup.
Crypto Prime retweeted
Listened to this pod on my run this morning. Superb explainer of hyperliquid and why it's Hansel-level hot rn. I didn't realize 99% of fees earned goes towards buying back the token. Smart. And I'll say it again: the crypto industry is so, so lucky to have @Matt_Hougan. Great q's from @NateGeraci as well.
Crypto Prime retweeted
My conversation w/ @Matt_Hougan...
We discuss:
-What is @HyperliquidX
-Platform’s rapid rise
-Regulatory backdrop
-@Bitwise Hyperliquid ETF ($BHYP)
-Investment case for hyperliquid:native
-Portfolio allocation
via @CryptoPrimePod
Crypto Prime retweeted
My conversation w/ @MorganStanley's Amy Oldenburg…
We discuss:
-Firm's approach to crypto overall
-Morgan Stanley Bitcoin ETF (MSBT)
-Future crypto product development
-Direct spot crypto trading on E*Trade
-Crypto infrastructure build
-Tokenization efforts
via @CryptoPrimePod
Crypto Prime retweeted
My conversation w/ @GilbertieSal...
We cover:
-1st US-listed ETF offering BNB price exposure
-How XBNB ETF paves way for other issuers
-Swaps & innerworkings of leveraged ETFs
-2x leveraged XRP ETF
-@TeucriumETFs white label service
youtube.com/watch?v=05RFKocu…
via @CryptoPrimePod
Crypto Prime retweeted
A great conversation with @NateGeraci on CLARITY, @SolanaInstitute, and crypto as a political force in Washington.
Thanks for having me on the @CryptoPrimePod, Nate!
My conversation w/ @KristinSmith...
We discuss:
-@SolanaInstitute mission
-Status of Clarity Act
-Impact of crypto legislation
-Shifting regulatory backdrop
-Crypto education among politicians
And much more.
youtube.com/watch?v=cMdY-392…
via @CryptoPrimePod