cover of episode E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!

E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!

2023/6/10
logo of podcast All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

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People
C
Chamath Palihapitiya
以深刻的投资见解和社会资本主义理念而闻名的风险投资家和企业家。
D
David Sacks
一位在房地产法和技术政策领域都有影响力的律师和学者。
J
Jason Calacanis
一位多才多艺的美国互联网企业家、天使投资人和播客主持人,投资过多家知名初创公司,并主持多个影响广泛的播客节目。
Topics
一些民主党人士虚伪地攻击他为RFK Jr.筹款,而他们自己从未为国家做过任何贡献。许多共和党人尊重RFK Jr.,因为他直言不讳地谈论他们关心的问题,例如言论自由、公民自由和和平。RFK Jr.的边境视频揭示了美国政府对边境问题的消极应对,这是一种对美国的蓄意破坏行为。即使是大多数民主党人,也不支持政府对边境问题的消极应对。他对新冠疫苗有效性的担忧是合理的,盖茨也承认疫苗的有效性不足。RFK Jr. 挑战主流媒体对边境问题的控制,并揭示了事实真相。

Deep Dive

Chapters
La SEC ha tomado medidas contra Binance y Coinbase, acusándolos de operar bolsas de valores no registradas y tergiversar sus controles comerciales. Brian Armstrong, CEO de Coinbase, ha declarado que no cerrará su servicio de staking y que ha intentado registrarse en la SEC varias veces sin éxito.
  • La SEC presentó 13 cargos contra entidades de Binance y sus fundadores.
  • Coinbase fue demandada por la SEC por operar una bolsa no registrada.
  • Brian Armstrong afirma que la SEC aprobó la salida a bolsa de Coinbase a pesar de conocer su modelo operativo.
  • Existe la teoría de que la SEC está tomando medidas enérgicas contra las criptomonedas debido a las pérdidas de los inversores tras el fiasco de FTX.
  • Algunos creen que la represión de las criptomonedas se debe a que las criptomonedas se consideran una competencia para la moneda fiduciaria.
  • Se argumenta que las empresas de criptomonedas podrían haber evitado problemas si se hubieran registrado como valores y solo hubieran permitido inversores acreditados.
  • Existe el rumor de que el presidente de la SEC, Gensler, tiene una alianza con Elizabeth Warren para destruir las criptomonedas en los Estados Unidos.
  • Se especula que Gensler busca convertirse en secretario del Tesoro.

Shownotes Transcript

(0:00) Bestie intros!

(1:48) Why RFK Jr. is resonating

(7:52) US crypto crackdown: action against Binance & Coinbase

(26:08) Sequoia splits off its China and India/SE Asia businesses

(41:55) PGA merges with LIV, Lionel Messi's revolutionary deal with the MLS, Apple, and Adidas

(56:16) Ukraine update, Tucker on Twitter

(1:02:20) LIVE Q&A from Angel Summit in Napa!

Follow the besties:

https://twitter.com/chamath)

https://linktr.ee/calacanis)

https://twitter.com/DavidSacks)

https://twitter.com/friedberg)

Follow the pod:

https://twitter.com/theallinpod)

https://linktr.ee/allinpodcast)

Intro Music Credit:

https://rb.gy/tppkzl)

https://twitter.com/yung_spielburg)

Intro Video Credit:

https://twitter.com/TheZachEffect)

Referenced in the show:

https://twitter.com/RobertKennedyJr/status/1666193699187875851)

https://www.sec.gov/news/press-release/2023-101)

https://www.coindesk.com/policy/2023/06/06/sec-seeks-temporary-restraining-order-to-freeze-binanceus-assets)

https://www.bloomberg.com/news/articles/2023-06-06/coinbase-sued-by-sec-for-breaking-us-securities-rules)

https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rHdu5Y2SB3Co/v0)

https://www.cnbc.com/2023/06/07/binance-lawyers-say-sec-chair-gensler-offered-to-be-advisor-in-2019.html)

https://twitter.com/brian_armstrong/status/1666129111025324035https://docs.house.gov/billsthisweek/20230529/H2797_SUS_xml.pd)

https://www.sec.gov/news/press-release/2022-219)

https://www.sec.gov/news/press-release/2023-101)

https://nypost.com/2021/08/14/ambitious-sec-boss-gensler-cultivates-sen-elizabeth-warren)

https://www.coindesk.com/policy/2023/04/28/crypto-industry-is-absolutely-at-war-against-gensler-warren-blockchain-association-ceo-smith-says)

https://www.wsj.com/articles/us-regulators-choke-point-for-crypto-blockchain-occ-framework-backdoor-fdic-banks-warning-8b426152)

https://www.piratewires.com/p/crypto-choke-point)

https://twitter.com/rezoshm/status/1644881392357060610)

https://cointelegraph.com/news/congressman-tom-emmer-says-sec-chair-gary-gensler-is-a-bad-faith-regulator)

https://fortune.com/2021/09/24/1-trillion-dollar-coin-janet-yellen-us-debt)

https://www.wsj.com/articles/venture-capital-firm-sequoia-to-separate-china-business-as-political-tensions-rise-36e54f85)

https://techcrunch.com/2022/06/13/sequoia-india-and-southeast-asia-raises-2-8-billion-funds)

https://www.theinformation.com/articles/arming-the-enemy-why-u-s-vcs-investing-in-china-ai-is-complicated)

https://twitter.com/rabois/status/1643655946579607565)

https://twitter.com/TimMeadsUSA/status/1666093487899680768)

https://www.theinformation.com/briefings/lionel-messis-potential-mls-deal-includes-revenue-from-apple-tv)

https://fortune.com/2023/06/08/lionel-messi-mls-apple-adidas)

https://twitter.com/DavidSacks/status/1666160795703713792)

https://twitter.com/TheChiefNerd/status/1666892516363231236)