Frontrun with John Cook

John Cook

AI, crypto, economics, technology and other stuff. frontrun.substack.com

  1. 17/07/2024

    EP21 - What is the impact of the US ETH ETF on Ethereum's price?

    EP21 aired on 6/7/24 📹Watch the podcast on youtube: Get full access to Frontrun at frontrun.substack.com/subscribe

    24 min

  2. 22/02/2024

    EP20 - Bitcoin ETF and halving rally impact on price

    EP20 aired 02/20/24 How does the #bitcoin ETF and upcoming halving impact #btc price? 📹Watch the podcast on youtube: Get full access to Frontrun at frontrun.substack.com/subscribe

    29 min

  3. 23/04/2023

    EP19 - US Dollar debasement fairytale | The reemergence of crypto ICOs | Housing continues to be unaffordable

    🚀 In this podcast we review: * The fairytail of US dollar hyperinflation * Recessionary indicators * The underperformance of bull & bear technical indicators * SEC crypto misdirection * $PEPE meme coin mania * Layer 2 Alpha on arbitrum * Fair token launch * Housing inventory and demand 📚 Supporting content: Markets: * The de-dollarization fairy tail * LPL Weekly performance and recessionary indicators * Index of economic indicators * No respect recovery - underperformance of technical indicators * US Government default Crypto: * SEC Gensler hearing by US Financial Services Committee * Fair launch tokens with Camelot * $PEPE coin liquidity risk * Coinbase FIAT to L2 direct onramp * Minting on mint.fun * Sentiment under collateralized $ETH lending * Ethereum stacking unlocks Housing: * Housing inventory * Housing interesting rates * Months of housing inventory 📹Watch the podcast on youtube: Frontrun predicts the future of money and technology. Support independent research for $10/month. Cover art generated by DALL-E: “An abstract oil painting of government officials acting as puppets controlled by billionaires and wallstreet elites” Get full access to Frontrun at frontrun.substack.com/subscribe

    1h 19m

  4. 23/02/2023

    EP18 - Coinbase on Optimism | Code is not law | 2023 ICO craze | Binance shutdown

    🚀 In this podcast we review: * Coinbase launching its BASE platform on Optimism * Optimism tokenomics * GMX legos * Binance closes in Australia * Code is not law with GEL and dydx 📚 Supporting content: * Coinbase launches BASE #Ethereum layer2 * * Coinbase changing BASE sequencer revenue * Optimism profitability * GMX legos * Binance closes Australia derivatives trading platform * Code is not law * GEL token * dydx * Camelot launchpad ICO * Federal Reserve balance sheet latest reading * Federal Reserve balance sheet over time 📹Watch the podcast on youtube: Frontrun predicts the future of money and technology. Support independent research for $10/month. Cover art generated by DALL-E: “A futuristic drawing of a crypto bank hosting a meet-up in the metaverse to announce the launch of its own blockchain” Get full access to Frontrun at frontrun.substack.com/subscribe

    48 min

  5. 13/02/2023

    EP17 - What's caused Bitcoin and Ethereum prices to go up in January?

    🕵️ Crypto assets have been on a rip in 2023. Bitcoin is up 37% YTD, Ethereum is up 35%, and Solana is up 80%. Alt-coins like OP, LDO, MANA, and more have all experienced price appreciation greater than 100% in the 1st 30 days of 2023. Why? Is this time different? Are the technical indicators, charts, and averages right? 🚀 In this podcast we review: * Bitcoin, Ethereum, Solana, Lido, and Optimism's latest bull run * Is it a byproduct of strong fundamentals and new user adoption? * The invisible hand of the Federal Reserve? * Just another dead cat bounce? * What are the technical analysis and charts telling us? Does it even matter? 📚 Supporting content: * What’s causing crypto prices to go up? * The hardest game: predicting a recession * S&P500 2023 Forecast: Wallstreet says “not sure” * No winners in 2022 * A case for $1,200 Ethereum 📹Watch the podcast on youtube: Frontrun predicts the future of money and technology. Support independent research for $10/month. Cover art generated by DALL-E: “An expressive oil painting of a social media influencer using charts and data to convince his followers to buy the next ponzi coin.” Get full access to Frontrun at frontrun.substack.com/subscribe

    1h 17m

  6. 30/01/2023

    EP16 - Is Grayscale intentionally delaying its bitcoin & ethereum ETF conversion?

    🕵️ We review claims of Grayscale misconduct, conflicts of interest within its investment committee, failure to act in good faith to its stockholders, and claims of malfeasance against the backdrop of the 2023 DCG meltdown. 🚀 In this podcast we review: * A speed run of DCG's Genesis meltdown with Gemini and its relationship to Grayscale * Two separate legal proceedings against Grayscale's #bitcoin and #ethereum trust * Grayscale misconduct & conflicts of interest within Digital Currency Group  * Allegations of failure to act in the best interest of Grayscale's trust stockholders * Claims that Grayscale's ETF campaign is * An exploitative and wasteful campaign destined to drag out in the courts for years * An elaborate marketing expense to lure retail investors into the trust with no way out 📚 Supporting content: * Grayscale misconduct & conflicts of interest within Digital Currency Group * Analyzing the complex relationship of Gemini and DCG * Is now the time to buy Grayscale’s bitcoin trust? * Was Grayscale’s bitcoin premium a leveraged ponzi? 📹Watch the podcast on youtube: Frontrun predicts the future of money and technology. Support independent research for $10/month. Cover art generated by DALL-E: “An abstract oil painting of a white collar criminal conducting a seminar on how to commit securities and accounting fraud through a complex network of shell companies” Get full access to Frontrun at frontrun.substack.com/subscribe

    1h 9m

  7. 17/01/2023

    EP15 - The DCG & Genesis merry-go-round and Gemini lies

    🤔 We explore the relationship between Gemini Exchange, its "Earn" program, Genesis Lending, and the role of Grayscale's Bitcoin & Ethereum trusts in what appears to be a perpetual leveraged merry-go-round. Note to listeners: In the intro, I stated “it’s the 3rd week of January 2022”, which was a mistake. It’s 2023! oh, how time flies. 🚀 In this podcast we review: * The complex relationship between Gemini Exchange, Genesis Trading, and Gemini’s Earn program * Allegations of conflicts of interest between Genesis and Grayscale * Questionable lending practices of Genesis 📚 Supporting content: * Untangling Digital Currency Group 📹Watch the podcast on youtube: Frontrun predicts the future of money and technology Cover art generated by DALL-E: “A roman art drawing of Leonardo da Vinci convincing Claude Monet to lower the collateralization requirements of his bitcoin loan in exchange for a higher interest rate” Get full access to Frontrun at frontrun.substack.com/subscribe

    1h 10m

  8. 09/01/2023

    EP14 - MakerDAO real world investment | Optimism OP token unlocks | Death of GMI

    🔻Top 3 topics of the week for 1/7/23 MakerDAO partners with BlockTower and Centrifuge to facilitate real-world asset investments | Optimism’s OP token upcoming unlocks and valuation | The GMI token didn’t make it - RIP! 🚀 In this podcast we review: * Real-world asset investments with MakerDAO’s leap into commercial real estate * Optimism OP token valuation & upcoming unlock * A post-mortem on the GMI token: it didn’t make it 📚 Supporting content: * Top 3: MakerDAO becomes a landlord | Optimism token valuation | $GMI didn't make it * Real-world asset on-chain tokenization & risks * The bear case on Lido’s LDO token🔥 * The bull case for Grayscale’s bitcoin trust in 2023 * The hardest game: predicting a recession 📹Watch the podcast on youtube: Frontrun predicts the future of money and technology. Cover art generated by DALL-E: “An abstract oil painting of Norman Rockwell and Michelangelo voting on Maker's next governance proposal” Get full access to Frontrun at frontrun.substack.com/subscribe

    1h 2m
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About

AI, crypto, economics, technology and other stuff. frontrun.substack.com

Information

  • Creator
    John Cook
  • Years Active
    2022 - 2024
  • Episodes
    21
  • Rating
    Clean
  • Copyright
    © Frontrun
  • Show Website
    Frontrun with John Cook