Innovations in DeFi and the Future of Finance

In this episode, we sit down with Jim Hiltner, co-founder of Superstate, to explore the cutting-edge intersection of traditional finance and decentralized finance. Jim provides insights into the founding of Superstate, the company's long-term vision, and an in-depth overview of their innovative products, including USCC, their carry product. We delve into the nuances of market behavior, such as why term futures can be positive when perpetuals are negative, and discuss who their clients are, how they navigate regulatory challenges, and the exciting opportunities they see on the horizon.

1:00 Basis and funding rate updates

Interview Highlights:

3:30 Superstate's Origins and Vision: Jim shares the story behind founding Superstate and the company's long-term goals in the evolving financial landscape.

7:50 Product Overview: A detailed look at Superstate's product offerings, with a special focus on USCC.

18:40 Market Mechanics: Exploring why term futures can sometimes be positive when perpetual futures are negative, and what this means for their clients.

23:00 Regulatory Strategy: How Superstate approaches regulation today and anticipates future changes.

27:00 Technology and Future Opportunities: An inside look at Superstate's tech stack and where they see the next big opportunities in the market.

Market Color:

34:41 13F Filings Summary: A review of the latest 13F filings and the rise in investment advisors.

38:07 ETF Updates: The latest flows in the Bitcoin and Ethereum ETFs.

39:10 BTC Mining & AI: Updates on the Bitcoin mining sector and the integration of AI.

Political Climate Update:

41:30 DNC Insights: An update on the current political landscape and its implications for the crypto industry.

Macro Update:

42:20 Jackson Hole & Fed Minutes:insights: What to look out for from Jackson Hole and in the Fed Minutes

44:02 Rate Cut Expectations: A discussion on the evolving expectations for rate cuts.

Onchain Developments:

44:32 MKR wBTC Vote: Updates on the MakerDAO wBTC vote.

46:15 Eigenlayer Updates: Thoughts on the two recent developments from the Eigenlayer project.
 

This episode is packed with expert insights, timely updates, and strategic discussions essential for anyone navigating the rapidly evolving world of digital assets. Whether you're an investor, a market enthusiast, or simply interested in the latest trends in DeFi, this conversation with Jim Hintner and our expert panel offers valuable knowledge to keep you informed and ahead of the curve.

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Special Guest:

Jim Hiltner, Co-Founder & Head of BD, Superstate

Host:

Ben Floyd, Head of Execution Services

Panelists:

David Duong, CFA - Head of Institutional Research

Greg Sutton, Senior CES Trader

David Han, Research Analyst