Smac Talk | Markets, Crypto, Technology, Investing

Smac

Smac Talk is a show hosted by a pseudonymous investor about markets, crypto, technology, investing and the meta games that society plays. https://x.com/0xsmac https://x.com/smactalkpod https://x.com/CompoundVC

Episodes

  1. Trading Crypto Markets With Cheshire

    MAR 25

    Trading Crypto Markets With Cheshire

    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/0xsmac Follow Compound: https://x.com/CompoundVC Follow Cheshire: https://x.com/Cheshire_Cap Subscribe on YouTube: https://bit.ly/smactalksub Subscribe on Spotify: https://spoti.fi/40AzUYF Subscribe on Apple: https://apple.co/3EBwsFU

    55 min
  2. Heavily Coded With Omnia

    MAR 3

    Heavily Coded With Omnia

    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/0xsmac Follow Compound: https://x.com/CompoundVC Follow Omnia: https://x.com/OxOmnia Subscribe on YouTube: https://bit.ly/smactalksub Subscribe on Spotify: https://spoti.fi/40AzUYF Subscribe on Apple: https://apple.co/3EBwsFU

    56 min
  3. Trading With Nexus

    FEB 16

    Trading With Nexus

    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/0xsmac Follow Compound: https://x.com/CompoundVC Follow Nexus: https://x.com/TheCryptoNexus Subscribe on YouTube: https://bit.ly/smactalksub Subscribe on Spotify: https://spoti.fi/40AzUYF Subscribe on Apple: https://apple.co/3EBwsFU

    1h 4m
  4. Equity Perps With Annanay (QFEX)

    JAN 5

    Equity Perps With Annanay (QFEX)

    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/0xsmac Follow Compound: https://x.com/CompoundVC Subscribe on YouTube: https://bit.ly/smactalksub Subscribe on Spotify: https://spoti.fi/40AzUYF Subscribe on Apple: https://apple.co/3EBwsFU

    57 min

  5. 07/02/2025

    Conversion Equations With Peach

    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 advice Follow Smac: https://x.com/0xsmac Follow Compound: https://x.com/CompoundVC Subscribe on YouTube: https://bit.ly/smactalksub Subscribe on Spotify: https://spoti.fi/40AzUYF Subscribe on Apple: https://apple.co/3EBwsFU

    1h 1m
  6. The Current State of Crypto With Gwart

    03/18/2025

    The Current State of Crypto With Gwart

    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/0xsmac Follow Gwart: https://x.com/GwartyGwart Follow Compound: https://x.com/CompoundVC Subscribe on YouTube: https://bit.ly/smactalksub Subscribe on Spotify: https://spoti.fi/40AzUYF Subscribe on Apple: https://apple.co/3EBwsFU

    1h 27m

  7. 02/12/2025

    Smac Talk With Matti & Luffi from Zee Prime Capital

    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 tease this podcast is for informational purposes only, and any views expressed are solely opinions, definitely not financial advice. Follow Smac: https://x.com/0xsmac Follow Matti: https://x.com/mattigags Follow Luffi: https://x.com/luffistotle Follow Compound: https://x.com/CompoundVC Subscribe on YouTube: https://bit.ly/smactalksub Subscribe on Spotify: https://spoti.fi/40AzUYF Subscribe on Apple: https://apple.co/3EBwsFU

    54 min

  8. 01/30/2025

    Smac Talk With Felipe @TheiaResearch

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

    1h 5m
  • 8 Episodes

About

Smac Talk is a show hosted by a pseudonymous investor about markets, crypto, technology, investing and the meta games that society plays. https://x.com/0xsmac https://x.com/smactalkpod https://x.com/CompoundVC

Information