Sam Trabucco, co-CEO of Alameda Research, discusses the different price drivers that led to BTC, ETH, SOL, and LUNA reaching new all-time highs in the past week. Show highlights:
- why Sam believes no bad news from regulators is good news
- what effect leverage has on the crypto markets
- the significance of Bitcoin hitting a new all-time high and the crypto market cap reaching $3 trillion
- how the approval of a bitcoin futures ETF affected the crypto market
- what Sam thinks about the actions of US crypto regulators (hint: it’s probably not what you would think)
- why Sam thinks ETH’s price hit a new all-time this week
- what Sam thinks about the changes to ETH monetary policy and the upcoming merge to Ethereum 2.0
- how Sam views the competition among layer 1 blockchains and why he is not a fan of maximalism
- what factors he believes are driving the price of SOL
- what sort of projects are being built on Solana, and why people are excited about the ecosystem
- what Sam thinks about Terra passing a proposal to burn LUNA
Thank you to our sponsors!
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Sam Trabucco
- LinkedIn: https://www.linkedin.com/in/sam-trabucco-79215263/
- Twitter: https://twitter.com/AlamedaTrabucco
Alameda Research
- Website: https://www.alameda-research.com/
- Twitter: https://twitter.com/AlamedaResearch
Recent all-time highs:
- BTC: https://www.yahoo.com/now/bitcoin-sets-time-high-above-152238016.html
- ETH: https://fortune.com/2021/11/08/ethereum-all-time-high-bitcoin-btc-ether-spot-etf/
- SOL: https://decrypt.co/85457/solana-hits-all-time-high-of-260
- LUNA: https://www.coindesk.com/markets/2021/11/10/terra-passes-highly-anticipated-proposal-to-burn-nearly-89m-luna/
Links mentioned:
- Alexis Ohanian’s Solana investment: https://www.forbes.com/newsletters/forbescryptoassetadvisor/2021/11/09/reddit-co-founder-alexis-ohanian-bets-big-on-solana-and-web-30/
- Breakpoint conference: https://www.cryptoglobe.com/latest/2021/11/solana-network-highlights-from-breakpoint-conference-paint-a-very-healthy-picture/
- Sam Bankman-Fried on Solana: https://finance.yahoo.com/news/solana-ethereum-rival-price-rising-bitcoin-000139765.html
- Sam Trabucco on leverage trading: https://twitter.com/AlamedaTrabucco/status/1451281805584310273