Blockstream Talk Jesse Knutson

Welcome back to Blockstream Talk. Today’s conversation is with Kyle Fry, CEO and Co-Founder at DIGTL Markets. Kyle and his team have been deep in the digital security trenches for a number of years already and have built up the network of securities exchanges and alternative trading venues to support digital security or security token trading. It's great to get Kyle's perspective on where they see the digital security industry evolving and why the Liquid Network is the best choice for issuers. If you enjoyed this conversation share it with your network.

03:25 What makes MERJ unique
07:35 Different reasons for offshoring business
11:25 The Blockstream Mining Note and US markets
12:43 Security tokens & digital securities
24:16 Evolution of capital markets
34:35 How STOs can improve markets
43:19 Building on the Liquid Network
48:37 Risks and regulations after FTX crash
52:31 Future outlook for asset issuers
54:58 The STO industry in 10 years

Welcome to Blockstream Talk. Today's conversation is with Rusty Russell, a senior Lightning Network Developer at Blockstream. Rusty is an OG contributor to open-source software and was tasked with helping transition the Lightning Network from an academic paper to a real world payment protocol seven years ago when he joined Blockstream. Lightning Network capacity is now up around five thousand bitcoin, pretty close to an all time high despite recent price weakness. Rusty highlights, reasons for growth, some new applications and also gives us a sneak peek into new features expected to be rolled out in the coming months.
01:27 Starting work on Lightning at Blockstream
03:44 Lightning Network global adoption
04:46 Work on Bolt12 Lightning spec
10:41 Factors driving Lightning adoption
15:15 Bookkeeping with Core Lightning
21:31 Lightning Network unlocking micropayments
23:45 Integrating Lightning into Blockstream Green
26:02 Lightning wallet recommendations
28:48 Thoughts on El Salvador Bitcoin and Lightning adoption
32:55 Working in the open-source software space
38:43 Comparing Bitcoin to Linux
47:33 Exciting things coming to Lightning

Welcome to Blockstream talk. Today’s conversation is with Blockstream's CEO and Co Founder, Dr. Adam Back, he joins us for a review of the ongoing meltdown of FTX and Alameda research. Adam is a wealth of knowledge and market context who offers a unique perspective when you try and figure out what has happened so far, how things could evolve going forward, and what are the key lessons for users and investors. As well as how would happen to Alameda and FTX matches up to previous blow ups. If you find this conversation useful, don't forget to share it with your network.

00:43 FTX failure overview
04:45 Bankruptcy vs recovery token
09:55 FTX post mortem
33:43 Exchange revenue rights model
39:05 Proof of keys day
52:14 Lessons for investors from FTX insolvency
59:16 The future of DeFi
1:20:48 Asset issuance on the Liquid Network
1:25:02 Bitcoin mining market conditions
1:29:15 Crypto bailout pool
1:32:47 Looking ahead on the Bitcoin network

Welcome to Blockstream Talk, today's conversation is with Matthew Haywood, product manager for Blockstream’s asset management platform.

The Liquid Network was originally conceived as a faster, cheaper, more confidential way to move bitcoin around. Over the last couple of years though, it's evolved to allow a lot more flexibility including the ability to issue and manage a variety of different assets. That includes transfer restricted assets which can be used to facilitate security token issuances.

Blockstream AMP allows you to quickly issue standards-based digital assets for applications such as security tokens and stablecoins. It offers detailed reports on user balances and allows you to track assets throughout ownership transfers. You can enforce granular ownership restrictions either through Blockstream AMP or your own authorization API.

We also touched on some really fundamental considerations in the security token space like, what is tokenization?

03:06 Path to Bitcoin
05:56 The Liquid Network
07:22 Other assets and AMP management
09:06 What is the Liquid Federation?
13:56 Governance within the Federation
16:17 L-BTC Peg in growth
18:03 L-BTC as the native token
20:15 L-USDt transaction volume
22:54 Different layer-2 use cases
25:44 Liquid documentation for institutions
26:58 Asset management platform
33:24 Threshold for Tokenisation
36:22 The new Asset Management Tool
42:10 KYC responsibilities on the Liquid Network
43:57 What’s next for the Blockstream Asset Management Platform

Welcome to Blockstream Talk, today's conversation is with Alyse Killeen founder and managing director of Stillmark, a Bitcoin focused venture capital firm. Alyse is very clear about the distinction that needs to be made between Bitcoin and crypto and we discuss how this applies to capital allocation within the venture capital industry, how Bitcoin VC is different from both traditional internet focused VC and also often more narrative driven crypto VC. This was a really good conversation if you found it useful don't forget to share it with your network.

04:05 Health of the VC industry
06:49 Pitching Bitcoin to investors
09:08 Differentiating Crypto and Bitcoin VC
12:10 Narrative investing within Crypto tokens
28:18 Capital allocation framworks
32:55 The future of security tokens
36:14 Bitcoin's importance globally
39:41 Most exciting work within Bitcoin

#Bitcoin #Investing #Blockstream #Stillmark

Welcome to Blockstream Talk. Today's conversation is with Assaf Gilboa, Blockstream Executive Vice President of Hardware Engineering. We discussed Blockstream’s acquisition of ASIC manufacturer Spondoolies and the new synergy created. We also went in depth on the centralization around the semiconductor foundry business and the bottleneck that is TSMC and Samsung as well as equipment order logistics and whether energy is the big pinch point constraining Hash rate growth.
If you find this conversation useful, don't forget to share with your network.
05:29 Boom or bust in Bitcoin mining

07:22 What makes Spondoolies different?

09:20 Making ASIC parts easily replaceable

10:46 Blockstream and Spondoolies synergies

13:07 Optimizing Blockstream's Bitcoin mining

13:52 Air cooled and immersion mining

16:00 Institutional investment entering Bitcoin mining

18:17 Road map for Blockstream's upcoming ASIC machine

20:55 Centralization of chip foundry services

25:32 Essential advanced manufacturing processes

28:17 Foundry services planning rigidity

30:02 Difficulties in securing chip allocations

31:00 Bitcoin miners foundry requirements

32:14 Current selling pressure on miners

34:19 ASIC acquisition industry dynamics

39:24 ASIC price change implications

41:34 Mining industry consolidation during the bear market

43:33 Hashrate is looking for stability

46:43 Modelling Bitcoin hashrate and price

49:11 Why more manufacturers aren't in Bitcoin

53:00 Bitcoin mining in 5 years

58:39 The upcoming Blockstream ASIC