Smac Talk | Markets, Crypto, Technology, Investing
by Smac
Latest episode
Is It Over With Duality Research
Is It Over With Duality Research
About this podcast
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
- Is It Over With Duality Research · 52 min · Season 1 Episode 10Alex (https://x.com/DualityResearch) is the founder of Duality Research, a macro research shop that delivers clear, concise and unbiased tactical insight to help readers manage…
- Retail Trader Life With Molesy · 1 h 23 min · Season 1 Episode 9Molesy (https://x.com/molesy39) is a writer, trader, filmmaker, hockey player and author of an upcoming book called Washed Up. He and I have been internet friends for a while and…
- Trading Crypto Markets With Cheshire · 55 min · Season 1 Episode 8Cheshire (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…
- Heavily Coded With Omnia · 56 min · Season 1 Episode 7Omnia (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…
- Trading With Nexus · 1 h 3 min · Season 1 Episode 6Nexus (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…
- Equity Perps With Annanay (QFEX) · 57 min · Season 1 Episode 5Annanay (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…
- Conversion Equations With Peach · 1 h 1 min · Season 1 Episode 4Welcome 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…
- The Current State of Crypto With Gwart · 1 h 26 min · Season 1 Episode 3Welcome 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…
- Smac Talk With Matti & Luffi from Zee Prime Capital · 54 min · Season 1 Episode 2In this episode we yap about: - anonymity & privacy - the next iteration of social apps - obligatory meme coin philosophizing - competing on the internet - idea generation &…
- Smac Talk With Felipe @TheiaResearch · 1 h 4 min · Season 1 Episode 1- the internet financial system - fundamental crypto investing & the universe of available assets - property rights - liquids vs private - DPI's impact on asset prices
