The DCG, Genesis, Gemini Saga and Operation Chokepoint

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Show Notes

[00:02:40] - [First question] - His look behind the curtain at DCG Genesis and Gemini 

[00:05:46] - The connections he discovered between DCG and Gemini

[00:07:40] - The special circumstances that led to Gemini’s unique exposure and platform

[00:09:45] - How external lending by Genesis led to cascades of trouble in crypto markets

[00:13:27] - DCG’s problematic transactions associated with Three Arrows

[00:16:19] - The unraveling of DCG’s integrity following the collapse of FTX

[00:17:27] - How Gemini tried to hang on to its image and win over public opinion

[00:21:25] - A basic overview of the DCG-Gemini deal as it stands today

[00:23:37] - His correction of the mainstream story about Grayscale (GBTC)

[00:29:04] - His process of sourcing information and separating signal from noise

[00:35:11] - How regulators are choking out crypto-based businesses using banking infrastructure

[00:44:22] - The potential for legal escalation between banks and federal regulators

[00:45:59] - A deeper look at circumstances that may point to conspiracy by regulators

[00:49:25] - Additional concerns he has that he hasn’t shared yet on Twitter

[00:50:54] - What he’s most excited to build over the next six months and six years