On this week’s episode, we brought back a very special guest and probably one of the top 5 smartest people I know — John Street Capital. While he remains anonymous on the internet, he’s a good friend of the podcast. What makes John Street so unique is his deep understanding of everything from infrastructure, tech, banking, corporate development, VCs, trading, and more. John Street produces some incredibly thoughtful content on Medium. If you listen to John Street, I promise you’ll have a more clear understanding of how the markets work. On top of having such an insightful guest, I also had Don Nitti, a former Panic guest and portfolio manager, join me to help co-host. In this episode, the guys and I talk about liquidity, private and public markets, exchange and crossover funds, why John Street is bullish on crypto, DeFi, regulations, buying the dip, retail investing, Coinbase, Citadel, Robinhood, Square, and more. Enjoy!
Regulation is a topic that just isn’t going away when it comes to fintech. As these fast-paced fintech companies begin to grow, what happens when regulation steps and takes the wind out of the sails on some of these companies? And to what extent will they do so?
“Defi is definitely the killer blockchain app today.”
“I think everyone wants a villian to point to when things don’t go well.”
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