Smac Talk | Crypto, Markets, Tech

Cheshire (https://x.com/Cheshire_Cap) is a friend and active L/S trader who publicly shares his views and active positions in real-time.We discuss Chesh's background, his favorite type of trade setup, time horizon diversity, how he thinks about trading vs investing, idea generation, whether or not technical analysis works, the current state of the market, and a bunch of other related topics.________________________________this podcast is for informational purposes only, and any views expressed are solely opinions, definitely not financial advice.Follow Smac: https://x.com/0xsmacFollow Compound: https://x.com/CompoundVCFollow Cheshire: https://x.com/Cheshire_CapSubscribe on YouTube: https://bit.ly/smactalksubSubscribe on Spotify: https://spoti.fi/40AzUYFSubscribe on Apple: https://apple.co/3EBwsFU

Omnia (https://x.com/0xOmnia) is a cofounder of Kinetiq / Markets, one of the largest protocols today on Hyperliquid.We discuss Omnia's background, his introduction to Hyperliquid, how the team deals with the Hyperliquid core team communication style, why liquid staking first, expanding the product suite, institutional demands, and a bunch of other related topics.________________________________this podcast is for informational purposes only, and any views expressed are solely opinions, definitely not financial advice.Follow Smac: https://x.com/0xsmacFollow Compound: https://x.com/CompoundVCFollow Omnia: https://x.com/OxOmniaSubscribe on YouTube: https://bit.ly/smactalksubSubscribe on Spotify: https://spoti.fi/40AzUYFSubscribe on Apple: https://apple.co/3EBwsFU

Nexus (https://x.com/TheCryptoNexus) is a CT trader who went from minecraft server to pharma stocks to crypto trading.We discuss minecraft servers, his initial introduction to trading, pivoting to crypto trading, zeroing out, risk management & discipline, journaling, how the market structure when you were first introduced to markets impacts you over the long-term and a bunch of other related topics.________________________________this podcast is for informational purposes only, and any views expressed are solely opinions, definitely not financial advice.Follow Smac: https://x.com/0xsmacFollow Compound: https://x.com/CompoundVCFollow Nexus: https://x.com/TheCryptoNexusSubscribe on YouTube: https://bit.ly/smactalksubSubscribe on Spotify: https://spoti.fi/40AzUYFSubscribe on Apple: https://apple.co/3EBwsFU

Annanay (https://x.com/annanay) is the Founder & CEO of QFEX (https://x.com/QFEX), a perpetual futures exchange focused on U.S. equities, indices, commodities, and FX.Annanay previously worked in high-frequency trading at Flow Traders and then Tower before setting off to build a perpetual futures exchange. We discuss the differences between traditional markets & exchanges vs crypto ones, competition, regulation, differences in CLOB design, dark orders, ADL & how market structure evolves in the next few years.________________________________this podcast is for informational purposes only, and any views expressed are solely opinions, definitely not financial advice.Follow Smac: https://x.com/0xsmacFollow Compound: https://x.com/CompoundVCSubscribe on YouTube: https://bit.ly/smactalksubSubscribe on Spotify: https://spoti.fi/40AzUYFSubscribe on Apple: https://apple.co/3EBwsFU

Welcome to SMAC Talk! Today, internet anon Peach joins to chat about conversion equations, sugar-high attention markets, negative feedback loops, startups as movies, the 4 categories of crypto projects & a bunch of other related topics.Peach is a bit of an if-you-know-you-know character within crypto circles and doesn't do the regular podcast tour so this was a treat to catch up and record. hopefully you enjoy too!this podcast is for informational purposes only, and any views expressed are solely opinions, definitely not financial adviceFollow Smac: https://x.com/0xsmacFollow Compound: https://x.com/CompoundVCSubscribe on YouTube: https://bit.ly/smactalksubSubscribe on Spotify: https://spoti.fi/40AzUYFSubscribe on Apple: https://apple.co/3EBwsFU

Welcome to SMAC Talk! Today, fan favorite Gwart joins us for a lucid conversation about their journey into crypto, BTC vs everything else, defensible moats, calling things out in crypto, should the native token really be the gas token, what if Gwart ran the EF and a host of other wide-ranging topics.Gwart is one of my favorite people in crypto and on twitter so it was a treat to chop it up for almost an hour and a half together. We recorded this ~2 weeks ago for context.Also check out Gwart's aptly named show -- The Gwart Show -- wherever you get your pods.this podcast is for informational purposes only, and any views expressed are solely opinions, definitely not financial advice.Follow Smac: https://x.com/0xsmacFollow Gwart: https://x.com/GwartyGwartFollow Compound: https://x.com/CompoundVCSubscribe on YouTube: https://bit.ly/smactalksubSubscribe on Spotify: https://spoti.fi/40AzUYFSubscribe on Apple: https://apple.co/3EBwsFU

In this episode we yap about:- anonymity & privacy- the next iteration of social apps- obligatory meme coin philosophizing- competing on the internet- idea generation & creativity in crypto- desci- robotics teasethis podcast is for informational purposes only, and any views expressed are solely opinions, definitely not financial advice.Follow Smac: https://x.com/0xsmacFollow Matti: https://x.com/mattigagsFollow Luffi: https://x.com/luffistotleFollow Compound: https://x.com/CompoundVCSubscribe on YouTube: https://bit.ly/smactalksubSubscribe on Spotify: https://spoti.fi/40AzUYFSubscribe on Apple: https://apple.co/3EBwsFU

- the internet financial system - fundamental crypto investing & the universe of available assets - property rights - liquids vs private - DPI's impact on asset prices