Episodes

  • #4 – Will Clemente: From Overhang To Overdrive
    Jul 30 2024

    In this episode of Verified by Bitcoin Suisse, co-hosts Laurent and Dominic are joined by Will Clemente, the legendary on-chain wizard and co-founder of Reflexivity Research.


    They talk about a broad range of topics from the mid- to long-term outlook for crypto markets in light of recent developments such as the Mt. Gox repayments, the German Government selling their entire BTC stack, institutional interest in Bitcoin and Ethereum, the role of Bitcoin and crypto in the U.S. presidential elections, to the regulatory dynamics shaping the industry.


    Will shares his journey from a college student working night shifts to becoming a prominent voice on Crypto Twitter. The conversation covers the impact of ETF flows and the role of liquidity, the trio discusses the intriguing future of Ethereum and why TradFi is likely going to salivate over ETH as an asset.


    Will also expresses his opinion on Solana, the importance of risk taking for the young folks and how he believes “Boomers” will likely put together their crypto portfolios.


    Dominic, Laurent and Will also dive into the current macro situation and discuss the potential way forward for the Federal Reserve when it comes to interest rates and what it could mean for the markets.

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    57 mins
  • #3 – Justin Drake: The Triple Flippening
    May 28 2024

    Join co-hosts Wolfgang and Dominic, alongside Ethereum researcher and expert Justin Drake for the third episode of the Verified Podcast by Bitcoin Suisse, as they dive into Ethereum's performance and its potential to outshine Bitcoin in market dominance, known as the 'Flippening'.

    This episode covers the dynamics between ETH and BTC, the technological and economic strengths of Ethereum, and the future of decentralized finance (DeFi) and blockchain security. Key discussions include Ethereum's monetary policy, the importance of liquid staking and restaking, and the impact of regulatory changes on institutional demand.

    Additionally, Justin provides insights into the future of Layer 2 revenue sources, emphasizing the significance of congestion, the transition to decentralized sequencing, and the rise of zero-knowledge proofs. This episode provides a thought-provoking look at the potential vulnerabilities of Bitcoin and sheds light on Ethereum's path forward in the evolving crypto landscape.

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    1 hr and 30 mins
  • #2 – Matt Hougan: The Everything Season?
    Apr 12 2024

    Welcome to the second episode of the Verified Podcast by Bitcoin Suisse. This time, we are joined by Matt Hougan, Chief Investment Officer at Bitwise. Matt leads the charge at Bitwise, a company at the forefront of managing cryptocurrency assets. With a rich background of 15 years in finance, particularly in ETFs, Matt brings a wealth of knowledge about both traditional finance and the cryptocurrency markets.


    In our discussion, we delve into the rapid growth of Bitcoin ETFs and the bright prospects for digital assets in the institutional arena. Matt highlights the similarities between the early challenges faced by ETFs and cryptocurrencies, noting how both have significantly influenced the finance sector despite initial skepticism.


    We also explore the success of BTC Spot ETFs, the growing interest in Ethereum ETFs, and the implications of institutional investments in the cryptocurrency market. Matt predicts ‘The Everything Season’, driven by new investments from institutional players and the existing wealth within the crypto community.


    Furthermore, we touch on the latest Ethereum upgrade, the concept of decentralized physical infrastructure (DePIN), Matt's predictions for Bitcoin's price and the adoption of crypto-native applications.


    Tune in to gain valuable insights into the future of finance and cryptocurrencies from one of the industry's leading experts.

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    1 hr and 2 mins
  • #1 - Alex Krüger: Two and a Half Bulls
    Feb 13 2024

    In our debut episode, we were honored to host Alex Krüger, an esteemed macro economist, analyst, trader, and investor based in Argentina. Alex has been part of the international crypto scene for over ten years and shares his analysis on the markets with his over 160’000 followers on a regular basis.

    Alex Krüger shares an in-depth analysis of the Bitcoin cycle, possible reserve currency status, and where we stand in Bitcoin's adoption. This episode also delves into Ethereum, Solana, and an array of smart contracts platforms, addressing their potential and challenges in an increasingly competitive market.

    Did you know that Alex has a 90% exposure to crypto in his portfolio? We were surprised to learn that Alex is a real crypto degen…

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    1 hr and 10 mins