How Tokenized Stocks Could Undercut Interactive Brokers 77% Profit Margin Unchained 2026-09-19 | How Tokenized Stocks Could Undercut Interactive Brokers 77% Profit Margin
Why Binance Is Scared of Perp DEXs Unchained 2025-10-04 | Binance backing Aster isn’t random.Ryan Watkins says CEXs see the writing on the wall: the future of perps is onchain. 🔥
Arthur Hayes & Tom Lee: Perps, Stablecoins, Prediction Markets - The Chopping Block Unchained 2025-10-04 | Arthur Hayes & Tom Lee map the new crypto arms race—Hyperliquid vs Aster, Plasma’s stablecoin rails, and ETH’s DAT-fueled supercycle.🔥 EPISODE LINK 🔥CHECK OUT THE EPISODE LINKS AND DETAILS HERE👉 unchainedcrypto.com/podcast-chopping-block/the-chopping-block-arthur-hayes-hyperliquid-vs-aster-dats-eth 👈Show highlights🔹 Perp DEX wars — Hyperliquid vs Aster: Binance-linked Aster surges as Hyperliquid’s moat is stress-tested; CEX tie-ups (Bybit–ApeX, Coinbase–Avantis) escalate the fight.🔹 Arthur Hayes on Hyperliquid: 126x call but sold ahead of ~$500M/yr token unlocks (starting November); “bullish unlocks” depend on sustained dominance + real fees.🔹 Lighter’s zero-fee perps: Can post-airdrop volume stick, or do profits migrate to HLP/LLP vault strategies as fees compress?🔹 DATs & ETH “supercycle” — Tom Lee (Bitmine): Communications flywheel, mNAV compression, ~70 ETH DATs with many below NAV; consolidation/unwinds/ETF conversions amid SEC/Nasdaq scrutiny and ZeroG controversy.🔹 Plasma stablecoin chain (Tether-affiliated): Zero-fee USDT transfers, heavy incentives, Binance Earn distribution—are flows durable vs Ethereum/Tron?🔹 Prediction markets — Polymarket vs Kalshi: South Park moment; funds cite PMs for shutdown/Fed odds; 2024 election accuracy pushes PMs mainstream.🔹 Privacy coins & Zcash revival: ZEC rally, Monero 51%-attack mention, and the ongoing listings/compliance tug-of-war.🔹 Stablecoins to $4T? — Tom Lee: Micropayments + 24/7 rails expand TAM across multiple chains, not just Ethereum. Hosts⭐️Haseeb Qureshi, Managing Partner at Dragonfly ⭐️Tom Schmidt, General Partner at Dragonfly ⭐️Tarun Chitra, Managing Partner at Robot VenturesGuest⭐️ Arthur Hayes, CIO at Maelstrom⭐️Tom Lee, CIO of Fundstrat Capital & Chairman of BitmineTimestamps00:00 Intro01:15 Token 2049 Reflections03:55 Tom Lee's Role in Ethereum08:04 Challenges & Future of DATs13:09 Plasma: Berachain for Stablecoins 20:06 Perp Dex Wars & Hyperliquid24:26 Fee Compression29:59 Kalshi vs. Polymarket39:52 Zcash & Privacy Coins_______________________________________________________#bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel!CHECK OUT THE CRYPTOPIANS → youtube.com/watch?v=DFzunCFXrv4 WEBSITE → unchainedcrypto.comUNCHAINED DAILY NEWSLETTER → unchainedcrypto.beehiiv.com/subscribe LAURA'S TWITTER → https://x.com/laurashinUNCHAINED TWITTER → https://x.com/unchained_podFACEBOOK → facebook.com/unchainedwithlaurashinINSTAGRAM → instagram.com/laurashin/?hl=enLINKEDIN → linkedin.com/in/laurashinMERCHANDISE → https://unchainedpodcast.company.site/++++++++++++++++++++++++++++++++++++++++++++++++NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY!ALONG WITH BITS & BIPS AND THE CHOPPING BLOCKApple → podcasts.apple.com/us/podcast/id1123922160?ls=1Spotify → open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!
What’s the Better Bet? Stocks or Gold? Unchained 2025-10-03 | Two investors debate the best asset to hold right now — and make a $10,000 bet on who’s right.🔥 EPISODE LINK 🔥CHECK OUT THE EPISODE LINKS AND DETAILS HERE👉 unchainedcrypto.com/bits-bips/whats-the-better-bet-stocks-or-gold 👈Is gold the ultimate hedge against inflation and sovereign risk? Or are stocks the better long-term wealth builder thanks to innovation and earnings growth?In this heated and highly entertaining episode, Ram Ahluwalia (Lumida Wealth) and Vinny Lingham (Praxos Capital) dive deep into the macro landscape to debate the relative merits of gold vs. the S&P 500. Along the way, they explore:🔹 Gold’s decentralization vs. Bitcoin🔹 Why share buybacks might be distorting wealth creation🔹 The role of inflation, AI, fiscal dominance, and central banks🔹 The logic behind each of their portfoliosAnd to make things more interesting? They make a $10,000 bet on whether gold or the S&P 500 will perform better over the 9 months.Thank you to our sponsors! ➡️ Token2049 asia.token2049.com ➡️ Binance binance.onelink.me/y874/UnchainedGuests⭐️ Ram Ahluwalia, CFA, CEO and Founder of Lumida⭐️ Vinny Lingham, Co-founder of Praxos CapitalTimestamps:🎬 0:00 Intro📈 4:30 Why Ram argues stocks are the stronger long-term play🥇 7:18 Why Vinny says gold is more decentralized than even Bitcoin💵 12:08 Why Ram believes earnings make stocks the superior investment♻️ 16:37 Why Vinny thinks stock buybacks are harmful for society🌍 27:30 Is this still the best time in history to be alive?⏳ 33:23 Whether its too expensive now to buy gold⚡ 40:40 What Vinny predicts will trigger the next major macro crisis🤝 42:56 The $10,000 bet: gold vs. the S&P 500🤖 48:33 Whether we’re still early in the AI boom🎤 54:15 Closing arguments from Ram and Vinny_______________________________________________________#bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel!CHECK OUT THE CRYPTOPIANS → youtube.com/watch?v=DFzunCFXrv4 WEBSITE → unchainedcrypto.comUNCHAINED DAILY NEWSLETTER → unchainedcrypto.beehiiv.com/subscribe LAURA'S TWITTER → https://x.com/laurashinUNCHAINED TWITTER → https://x.com/unchained_podFACEBOOK → facebook.com/unchainedwithlaurashinINSTAGRAM → instagram.com/laurashin/?hl=enLINKEDIN → linkedin.com/in/laurashinMERCHANDISE → https://unchainedpodcast.company.site/++++++++++++++++++++++++++++++++++++++++++++++++NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY!ALONG WITH BITS & BIPS AND THE CHOPPING BLOCKApple → podcasts.apple.com/us/podcast/id1123922160?ls=1Spotify → open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!
Unchained LIVE Oct 6 Unchained 2025-10-03 | 🔥 EPISODE LINK 🔥CHECK OUT THE EPISODE LINKS AND DETAILS HERE👉 👈🔹 ➡️ ⭐️_______________________________________________________#bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel!CHECK OUT THE CRYPTOPIANS → youtube.com/watch?v=DFzunCFXrv4 WEBSITE → unchainedcrypto.comUNCHAINED DAILY NEWSLETTER → unchainedcrypto.beehiiv.com/subscribe LAURA'S TWITTER → https://x.com/laurashinUNCHAINED TWITTER → https://x.com/unchained_podFACEBOOK → facebook.com/unchainedwithlaurashinINSTAGRAM → instagram.com/laurashin/?hl=enLINKEDIN → linkedin.com/in/laurashinMERCHANDISE → https://unchainedpodcast.company.site/++++++++++++++++++++++++++++++++++++++++++++++++NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY!ALONG WITH BITS & BIPS AND THE CHOPPING BLOCKApple → podcasts.apple.com/us/podcast/id1123922160?ls=1Spotify → open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!
Why Blockchains Can’t Rely on the Public Internet Unchained 2025-10-03 | Facebook doesn’t trust the public internet for Instagram Reels.So why do we expect blockchains to? 🧐Austin Federa on why crypto needs its own dedicated fiber.
Why Manta Stopped Fighting for L2 Crumbs Unchained 2025-10-03 | Mercenary users. Hundreds of L2s. Crumbs left to fight for.Manta’s Kenny Li on why they pivoted to “expand the pie” instead 👇
This Could Be What Brings NASDAQ Onchain Unchained 2025-10-02 | Imagine stocks + crypto trading in real time, onchain.Austin Federa: “If we do our job right, this is what gets NASDAQ onchain.” 🚀
How Hyperliquid Came to ‘Threaten the Very Existence’ of CEXs Like Binance Unchained 2025-10-02 | While everyone talks about Aster vs. Hyperliquid, these two VCs think people are looking at it all wrong.🔥 EPISODE LINK 🔥CHECK OUT THE EPISODE LINKS AND DETAILS HERE👉 unchainedcrypto.com/podcast/how-hyperliquid-came-to-threaten-the-very-existence-of-cexs-like-binance 👈Perp DEXs are on fire, with volumes topping $1 trillion a month for the first time. Aster, backed by YZi Labs (formerly Binance Labs), has suddenly vaulted to the top of volume charts, but is its rise organic, or manufactured? But while everyone frames the battle as Aster vs. Hyperliquid, Syncracy’s Ryan Watkins and Sunny Shi argue the real fight is much bigger: decentralized exchanges versus centralized giants like Binance. Plus: what role Solana will play in the next chapter in the perps DEX wars? And won’t Ethereum even compete? Thank you to our sponsors!➡️ Binance binance.onelink.me/y874/Unchained➡️ Token2049 asia.token2049.comGuests:⭐️ Ryan Watkins, Co-Founder of Syncracy Capital⭐️ Sunny Shi, Investor at Syncracy CapitalTimestamps:🎬 0:00 Intro📊 3:44 Why Aster’s surge flipped volumes and why CEXs are threatened 🔍 8:49 Is Aster’s trading volume real, or manufactured?🧩 13:34 How CZ, Binance, and Aster are connected🔒 20:20 Why MONK believes Hyperliquid’s team can handle their token unlocks well⚔️ 27:42 How the perp DEX wars could play out over the long term🏆 33:53 Which perp DEX looks like the strongest contender to Hyperliquid🛑 41:29 Why they believe the next Hyperliquid challenger won’t be born on Ethereum🪪 43:54 Is no KYC Hyperliquid’s true moat in DeFi?🌏 50:42 Does the West innovate while Asia executes?🦢 54:49 Which black swan events could threaten Hyperliquid_______________________________________________________#bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel!CHECK OUT THE CRYPTOPIANS → youtube.com/watch?v=DFzunCFXrv4 WEBSITE → unchainedcrypto.comUNCHAINED DAILY NEWSLETTER → unchainedcrypto.beehiiv.com/subscribe LAURA'S TWITTER → https://x.com/laurashinUNCHAINED TWITTER → https://x.com/unchained_podFACEBOOK → facebook.com/unchainedwithlaurashinINSTAGRAM → instagram.com/laurashin/?hl=enLINKEDIN → linkedin.com/in/laurashinMERCHANDISE → https://unchainedpodcast.company.site/++++++++++++++++++++++++++++++++++++++++++++++++NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY!ALONG WITH BITS & BIPS AND THE CHOPPING BLOCKApple → podcasts.apple.com/us/podcast/id1123922160?ls=1Spotify → open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!
Trump’s CFTC Pick Withdrawn, Swift Partners With Consensys – Weekly Recap Unchained 2025-10-02 | In this weekly recap, we cover:Trump’s CFTC Nominee Exits: Brian Quintenz pulls out amid Winklevoss opposition.Swift Embraces Blockchain: Partners with Consensys and 30+ banks for 24/7 payments.SEC Eyes Onchain Stocks: Coinbase and Robinhood could offer Apple and Netflix on blockchain.Stripe Enters Stablecoins: New platform lets firms issue tokens “with a few lines of code.”ZeroStack’s $401M Raise: Behind the big number, just $13.7M in fresh cash.Robinhood Goes Global: Prediction markets expansion targets Europe and the UK.DoubleZero’s Parallel Internet: Private fiber network promises faster blockchain transactions.Cronje’s Flying Tulip: $200M raise debuts with new investor protection model.Solana Block Debate: Jump Crypto proposes removing block size limits post-Alpenglow._______________________________________________________#bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel!CHECK OUT THE CRYPTOPIANS → youtube.com/watch?v=DFzunCFXrv4 WEBSITE → unchainedcrypto.comUNCHAINED DAILY NEWSLETTER → unchainedcrypto.beehiiv.com/subscribe LAURA'S TWITTER → https://x.com/laurashinUNCHAINED TWITTER → https://x.com/unchained_podFACEBOOK → facebook.com/unchainedwithlaurashinINSTAGRAM → instagram.com/laurashin/?hl=enLINKEDIN → linkedin.com/in/laurashinMERCHANDISE → https://unchainedpodcast.company.site/++++++++++++++++++++++++++++++++++++++++++++++++NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY!ALONG WITH BITS & BIPS AND THE CHOPPING BLOCKApple → podcasts.apple.com/us/podcast/id1123922160?ls=1Spotify → open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!
Why Stablecoins and AI Are a Great Match Unchained 2025-10-02 | 🤖 x 🪙 = 🚀Zach Abrams says AI and stablecoins are meant for each other: programmable, streamable money built for non-humans.
Forget Spot. The Future of Crypto Trading Is Perpetuals Unchained 2025-10-02 | The future isn’t spot. It’s perps.Robert Leshner explains why leveraged perps will dominate crypto trading from here 📊
How DoubleZero Built a Faster Internet for Crypto and Helped All DePIN Unchained 2025-10-02 | Austin Federa joins on launch day to reveal how the project built a new high-performance network for blockchains, plus why the SEC’s no-action letter could be a turning point for DePIN.🔥 EPISODE LINK 🔥CHECK OUT THE EPISODE LINKS AND DETAILS HERE👉 unchainedcrypto.com/podcast/how-doublezero-built-a-faster-internet-for-crypto-and-helped-all-depin 👈DoubleZero just launched its mainnet-beta, offering a new type of high-performance fiber network for blockchains, live across 5 continents and already adopted by 20%+ of Solana stake.Co-founder Austin Federa joins Unchained to walk through:🔹 How DoubleZero creates a dedicated internet for crypto🔹 Who contributes fiber and why they earn the 2Z token🔹 What the SEC’s no-action letter means for crypto and DePIN specifically🔹 And what this could unlock for L2s, onchain trading, and moreThank you to our sponsors!➡️ Binance binance.onelink.me/y874/Unchained➡️ Token2049 asia.token2049.comGuest:⭐️ Austin Federa, Co-founder of DoubleZeroTimestamps:🎬 0:00 Introduction and ads: Token2049 and Binance🌐 0:59 What’s wrong with the public internet—and why crypto needs its own⚡ 5:28 How DoubleZero is building a dedicated network for blockchains🌍 7:54 How the physical world gets integrated into the blockchain economy⏱️ 10:49 Why traders demand more determinism in transaction times🛠️ 13:09 How anyone can become a contributor to the DoubleZero network🚫 14:32 Why Ethereum might not be the right fit for this product💰 16:06 What role the 2Z token plays in the ecosystem🔥 23:12 Why Jump’s token allocation sparked controversy⚖️ 27:40 What the SEC’s no-action letter really means for DePIN🏆 32:59 If DoubleZero succeeds, who will come out on top?_______________________________________________________#bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel!CHECK OUT THE CRYPTOPIANS → youtube.com/watch?v=DFzunCFXrv4 WEBSITE → unchainedcrypto.comUNCHAINED DAILY NEWSLETTER → unchainedcrypto.beehiiv.com/subscribe LAURA'S TWITTER → https://x.com/laurashinUNCHAINED TWITTER → https://x.com/unchained_podFACEBOOK → facebook.com/unchainedwithlaurashinINSTAGRAM → instagram.com/laurashin/?hl=enLINKEDIN → linkedin.com/in/laurashinMERCHANDISE → https://unchainedpodcast.company.site/++++++++++++++++++++++++++++++++++++++++++++++++NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY!ALONG WITH BITS & BIPS AND THE CHOPPING BLOCKApple → podcasts.apple.com/us/podcast/id1123922160?ls=1Spotify → open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!
Why Stablecoins Will Keep Thriving in Crypto’s Parallel Universe Unchained 2025-10-01 | Stablecoins don’t need banks.Bill Barhydt: Crypto is evolving in a parallel universe — and it’s better that way 🔥
Why Every Company Will Launch a Stablecoin Unchained 2025-10-01 | Building your business on someone else’s rails? 🚧Zach Abrams compares outsourcing stablecoin issuance to Zynga on Facebook: it works… until it doesn’t.
Why Manta Network Is Pivoting From Being a Layer 2 to Building Apps Unchained 2025-10-01 | Manta Network co‑founder Kenny Li says the market is too crowded and the real prize is at the application layer. Kenny Li, co‑founder of Manta Network, joins Unchained to announce a major strategic pivot: Manta is moving beyond its layer 2 roots to focus on building applications. He explains why the L2 market has become oversaturated, what it will take to bring the next wave of users onchain, and how he envisions the future of scalability resembling cloud computing rather than one dominant chain. Thank you to our sponsors! ➡️ Mantle https://www.mantle.xyz/ ➡️ Aptos experience.aptosfoundation.orgGuest: Kenny Li, Co-Founder and Core Contributor of Manta NetworkTimestamps:🎬 0:00 Introduction and ads: Aptos and Mantle🔍 1:16 Why Manta is shifting away from being just another L2📱 4:58 Why the team is betting on applications over infrastructure🌐 6:30 Will the future of Layer 2s be app-specific or general-purpose?🏦 16:02 Why Stripe and Circle chose to build L1s while Robinhood went with an L2🧭 17:28 How the crowded L2 landscape should navigate the next phase🏛️ 26:15 What growing institutional interest means for Manta’s strategy_______________________________________________________#bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel!CHECK OUT THE CRYPTOPIANS → youtube.com/watch?v=DFzunCFXrv4 WEBSITE → unchainedcrypto.comUNCHAINED DAILY NEWSLETTER → unchainedcrypto.beehiiv.com/subscribe LAURA'S TWITTER → https://x.com/laurashinUNCHAINED TWITTER → https://x.com/unchained_podFACEBOOK → facebook.com/unchainedwithlaurashinINSTAGRAM → instagram.com/laurashin/?hl=enLINKEDIN → linkedin.com/in/laurashinMERCHANDISE → https://unchainedpodcast.company.site/++++++++++++++++++++++++++++++++++++++++++++++++NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY!ALONG WITH BITS & BIPS AND THE CHOPPING BLOCKApple → podcasts.apple.com/us/podcast/id1123922160?ls=1Spotify → open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!
DATs for Chains That Haven’t Even Launched Unchained 2025-10-01 | On Monday, we exposed how a DAT that claimed it raised $401M, but the fresh capital was only $13.7M. For a blockchain that had not even launched! 😯Here’s Robert Leshner’s take.
Why Stablecoin Chains Are Needed and Solana Is Not a Good Fit Unchained 2025-10-01 | Payments need purpose-built rails 💳Zach Abrams says today’s chains can’t handle it — on Solana, even creating wallets for millions of users costs millions in fees 💸
Where Is the Most Wealth to Be Made in Crypto: DeFi or CeFi? - Bits + Bips Unchained 2025-10-01 | From SWIFT’s big crypto play to Binance’s eye-watering valuation, DAT grifts to DeFi billionaires, and perps v. spot trading, B+B debates the big issues driving crypto’s bull run.🔥 EPISODE LINK 🔥CHECK OUT THE EPISODE LINKS AND DETAILS HERE👉 unchainedcrypto.com/bits-bips/bits-bips-where-is-the-most-wealth-to-be-made-in-crypto-defi-or-cefi 👈Crypto’s bull run may be far from over, but the battleground is shifting.On this week’s Bits + Bips, Bill Barhydt of Abra and Robert Leshner of Superstate join Ram Ahluwalia and Steven Ehrlich to debate:🔹 The current state of the markets with a looming government shutdown🔹 SWIFT’s move to build on Linea, an Ethereum layer 2🔹 Hyperliquid vs Aster🔹 The future of perps vs. spot🔹 Why some DATs are starting to look like grifts🔹 Whether DeFi billionaires will ultimately eclipse their CeFi predecessorsPlus: Binance’s and Tether’s valuation, CZ as the entrepreneur of the decade, and why the industry may be entering an era of “perpification.” ➡️ Thank you to Xapo for sponsoring this episode! xapobank.com/unchained.htmlHosts:⭐️ Ram Ahluwalia, CFA, CEO and Founder of Lumida⭐️ Steven Ehrlich, Executive Editor at UnchainedGuests:⭐️ Bill Barhydt, Founder and CEO of Abra⭐️ Robert Leshner, Co-founder & CEO of SuperstateTimestamps:🎬0:00 Intro📈 3:26 Why Bill believes the bull run is far from over🧐 5:10 Why Ram is pushing back on market FUD🏛️ 9:10 Will a government shutdown impact markets?🌐 12:48 Why SWIFT building on Ethereum’s Linea layer 2 is such a big deal🏦 22:15 Whether it even matters if banks embrace crypto⚠️ 27:50 How one DAT may have been the “ultimate grift”⚔️ 35:58 Inside the DEX perps wars: Hyperliquid vs Aster👑 40:32 How valuable Binance and CZ really are to the industry🚀 50:39 What advantages make Hyperliquid stand out in the perp battle🤔 53:14 Why picking winners in trading isn’t so simple🔄 57:29 Winners in stablecoin race plus why perps are better than spot_______________________________________________________#bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel!CHECK OUT THE CRYPTOPIANS → youtube.com/watch?v=DFzunCFXrv4 WEBSITE → unchainedcrypto.comUNCHAINED DAILY NEWSLETTER → unchainedcrypto.beehiiv.com/subscribe LAURA'S TWITTER → https://x.com/laurashinUNCHAINED TWITTER → https://x.com/unchained_podFACEBOOK → facebook.com/unchainedwithlaurashinINSTAGRAM → instagram.com/laurashin/?hl=enLINKEDIN → linkedin.com/in/laurashinMERCHANDISE → https://unchainedpodcast.company.site/++++++++++++++++++++++++++++++++++++++++++++++++NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY!ALONG WITH BITS & BIPS AND THE CHOPPING BLOCKApple → podcasts.apple.com/us/podcast/id1123922160?ls=1Spotify → open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!
Will Every Company Have Its Own Stablecoin? Yes, Says Stripes Bridge Unchained 2025-09-30 | Stripe-owned Bridge just launched Open Issuance… could this break the stablecoin duopoly?Stablecoins are already the backbone of crypto markets. But what happens when every company, from fintechs to banks to e-commerce giants, can launch their own?Zach Abrams, co-founder and CEO of Bridge (acquired by Stripe), joins Unchained to announce the launch of Open Issuance, a platform that lets anyone spin up their own stablecoin. He explains why this could end the current stablecoin oligopoly, how interoperability will keep fragmentation from becoming chaos, and why the future of money movement may look very different from today.Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.comThank you to our sponsors!➡️ Mantle https://www.mantle.xyz/➡️ Aptos experience.aptosfoundation.orgGuest:⭐️ Zach Abrams, Co-Founder and CEO of BridgeTimestamps:🎬 0:00 Intro🚀 1:43 Why Stripe and Bridge are launching Open Issuance🔀 3:31 Whether this new model leads to fragmentation👀 10:13 How Zach envisions a world where users only see “digital dollars”💡 12:47 Why launching Open Issuance is, in Zach’s words, “financially rational”🔒 17:06 How reserves and security are being managed under this platform📈 21:15 How Bridge’s adoption curve shifted after Stripe’s acquisition🌐 25:17 How Stripe, Privy, Bridge, and Tempo are interconnected🛠️ 29:49 Why crypto might need a dedicated payments chain🌍 34:28 Why Zach believes payments are all about network effects💳 44:42 The rise of stablecoin-powered credit cards in LatAm🤝 49:40 How Bridge works with Privy and developers🏦 52:03 How Bridge became the issuer of Hyperliquid’s USDH🛍️ 58:14 Why the Shopify and MetaMask partnerships could be game changers🤖 1:04:03 Why Zach thinks stablecoins and AI are a natural fit_______________________________________________________#bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel!CHECK OUT THE CRYPTOPIANS → youtube.com/watch?v=DFzunCFXrv4 WEBSITE → unchainedcrypto.comUNCHAINED DAILY NEWSLETTER → unchainedcrypto.beehiiv.com/subscribe LAURA'S TWITTER → https://x.com/laurashinUNCHAINED TWITTER → https://x.com/unchained_podFACEBOOK → facebook.com/unchainedwithlaurashinINSTAGRAM → instagram.com/laurashin/?hl=enLINKEDIN → linkedin.com/in/laurashinMERCHANDISE → https://unchainedpodcast.company.site/++++++++++++++++++++++++++++++++++++++++++++++++NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY!ALONG WITH BITS & BIPS AND THE CHOPPING BLOCKApple → podcasts.apple.com/us/podcast/id1123922160?ls=1Spotify → open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!
Is It Actually Free and Easy to Game TVL? Unchained 2025-09-28 | What’s more honest than TVL? 💸According to Lily Liu it’s fees paid.She says it’s the best proxy for real demand in crypto. Here’s why 👇
Memecoins vs. Perps: Is It All Just a Giant Casino? Unchained 2025-09-27 | Memecoins vs. perps! 🎰“Perps feel like poker. Memecoins look like slots. But they’re both gambling,” says James Parillo
Hyperliquid Under Fire, Tether Aims for $500B: Perp & Stablecoin Showdown - The Chopping Block Unchained 2025-09-26 | Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, we’re joined by Farooq Malik, co-founder and CEO of Rain, as two parallel wars erupt across crypto: the Perp DEX war between Hyperliquid and the CZ-backed Aster, and the deepening battle for stablecoin dominance.🔥 EPISODE LINK 🔥CHECK OUT THE EPISODE LINKS AND DETAILS HERE👉 unchainedcrypto.com/podcast-chopping-block/the-chopping-block-perp-wars-stablecoin-battles-hyperliquid-aster-tether 👈 As Aster rockets to $30B in daily volume, we debate whether it’s real adoption or points-fueled froth — and what it means for Hyperliquid’s lead. Then we dive into Tether’s shocking $500B valuation play, Circle’s shrinking moat, and how Rain is building real-world rails for stablecoin payments. If crypto has two new battlegrounds — trading venues and money itself — this is where the future is getting drawn.🔹 DEX Wars: Aster vs. Hyperliquid – Aster hits $30B daily volume; is it real demand or a points-fueled surge? Hyperliquid’s dominance faces its first real threat.🔹 CZ’s Return to Form – Aster’s Binance links, aggressive fee model, and possible “James Wynn” conspiracy theory raise the stakes in the perp DEX arena.🔹 Wash Trading & Open Interest Gaps – Aster’s $2B TVL contrasts with $1.25B open interest vs. Hyperliquid’s $10B, sparking questions about organic traction.🔹 Incentive Wars – Aster rewards takers 2x over makers; Hyperliquid and Blur praised for long-game design that built sticky liquidity instead of short-term volume.🔹 The Execution Advantage – Haseeb: “Asia executes better than it innovates”; Aster may stumble now but could out-iterate and outscale its rivals.🔹 Stablecoin Shockwave: Tether’s $500B Valuation Leak – Tether quietly seeks $15–20B in private funding, aiming for a $500B valuation—matching OpenAI and SpaceX.🔹 Circle vs. Tether – Circle trades at 0.5x supply, Tether seeks 3x; the panel debates margins, moat, and whether USDC can survive the “reverse momentum.”🔹 Rain’s Real-World Stablecoin Rails – Farooq Malik shares how Rain powers payroll, P2P, cards, and merchant payments on stablecoins—without touching fiat.🔹 New Use Cases: Stablecoins in the Wild – On-chain credit cards, just-in-time lending, cross-border Facebook ad funding, and more—all enabled by 24/7 money.🔹 Global Adoption: LatAm, MENA, Asia – Rain’s data shows stablecoin usage exploding outside the U.S., especially in regions with FX controls and unstable banks.Hosts⭐️Haseeb Qureshi, Managing Partner at Dragonfly⭐️Robert Leshner, CEO & Co-founder of Superstate⭐️Tom Schmidt, General Partner at DragonflyGuest⭐️Farooq Malik, Co-Founder & CEO of RainTimestamps00:00 Intro01:02 Aster vs. Hyperliquid14:25 Regulatory Capture: L2s, Sequencers, CFTC26:08 Tether’s $500B Valuation: Bubble or Bargain?31:36 Tether vs. Circle: Stablecoin Economics42:56 Rain: Stablecoin Payments Infra47:16 Stablecoin Use Cases; Cards, Payroll, P2P54:04 Global Stablecoin Growth_______________________________________________________#bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel!CHECK OUT THE CRYPTOPIANS → youtube.com/watch?v=DFzunCFXrv4 WEBSITE → unchainedcrypto.comUNCHAINED DAILY NEWSLETTER → unchainedcrypto.beehiiv.com/subscribe LAURA'S TWITTER → https://x.com/laurashinUNCHAINED TWITTER → https://x.com/unchained_podFACEBOOK → facebook.com/unchainedwithlaurashinINSTAGRAM → instagram.com/laurashin/?hl=enLINKEDIN → linkedin.com/in/laurashinMERCHANDISE → https://unchainedpodcast.company.site/++++++++++++++++++++++++++++++++++++++++++++++++NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY!ALONG WITH BITS & BIPS AND THE CHOPPING BLOCKApple → podcasts.apple.com/us/podcast/id1123922160?ls=1Spotify → open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!
What Sets Plasma Apart From the Competition Unchained 2025-09-26 | Plasma is live — potentially months ahead of Stripe and Circle’s stablecoin chains.Seth Ginns of CoinFund tells Laura Shin why timing, tactics, and Tether ties might give it a real edge 👇
How Pump.Fun Could Displace Streaming Giants Such as Twitch and Kick Unchained 2025-09-26 | As we at Unchained begin streaming on Pump.fun, Laura sits down with James Parillo, GP at Figment Capital, to discuss his provocative thesis on how creator monetization is being reimagined.James argues that Pump is more than a memecoin platform, it’s laying the groundwork for a new kind of live streaming where audiences aren’t just viewers, but stakeholders. He breaks down:🔹The limitations of Twitch and Kick🔹How creator coins reshape incentives🔹Whether a token collapse is a feature, not a bug🔹And why speculation may become the primary medium of online cultureThank you to our sponsors! ➡️ TOKEN2049 - Get 15% off with code UNCHAINED asia.token2049.com ➡️ Binance binance.onelink.me/y874/UnchainedTimestamps: 0:00 Intro3:59 James’ thesis on Pump.fun and the future of “AudienceFi” or “AttentionFi”7:24 Why Twitch and Kick have broken monetization models8:41 How we now have shorter news cycles and how that impacts the rise of stream culture21:31 How the TRUMP memecoin shows these tokens can have utility24:52 What creator tokens could offer beyond speculation28:54 Memecoins vs. perps: is it all just a giant casino?_______________________________________________________#bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel!CHECK OUT THE CRYPTOPIANS → youtube.com/watch?v=DFzunCFXrv4 WEBSITE → unchainedcrypto.comUNCHAINED DAILY NEWSLETTER → unchainedcrypto.beehiiv.com/subscribe LAURA'S TWITTER → https://x.com/laurashinUNCHAINED TWITTER → https://x.com/unchained_podFACEBOOK → facebook.com/unchainedwithlaurashinINSTAGRAM → instagram.com/laurashin/?hl=enLINKEDIN → linkedin.com/in/laurashinMERCHANDISE → https://unchainedpodcast.company.site/++++++++++++++++++++++++++++++++++++++++++++++++NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY!ALONG WITH BITS & BIPS AND THE CHOPPING BLOCKApple → podcasts.apple.com/us/podcast/id1123922160?ls=1Spotify → open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!
Tether’s Sky-High Valuation Bid, Circle’s Reversible USDC: Weekly Recap Unchained 2025-09-26 | Plus: FTX claws for billions, Cloudflare pushes stablecoins into AI, Hyperliquid faces tokenomics drama, and more.🔥 EPISODE LINK 🔥CHECK OUT THE EPISODE LINKS AND DETAILS HERE👉 unchainedcrypto.com/podcast/plasmas-successful-launch-revenue-over-tvl-the-future-of-pump-fun 👈In this weekly recap, we cover:🔹Tether’s $500B Ambition: Stablecoin giant explores record valuation in private funding talks.🔹Circle’s Big Question: Could USDC transactions one day be reversed like in traditional finance?🔹FTX’s Ongoing Saga: Estate sues Genesis Digital, readies $1.6B payout, and SBF’s X account stirs chaos.🔹Cloudflare Bets on AI: New NET Dollar stablecoin aims to power microtransactions for the agentic web.🔹HYPE Supply Shock: Proposal calls to slash Hyperliquid’s token supply nearly in half.🔹Ethereum’s Bottleneck Looms: Kiln prepares to restake $6B in ETH after security scare.🔹Regulatory Gridlock: Delay in Quintenz’s CFTC nomination threatens the Clarity Act.🔹DEX Showdown: Aster leapfrogs Hyperliquid in daily trading as USDH stablecoin launches._______________________________________________________#bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel!CHECK OUT THE CRYPTOPIANS → youtube.com/watch?v=DFzunCFXrv4 WEBSITE → unchainedcrypto.comUNCHAINED DAILY NEWSLETTER → unchainedcrypto.beehiiv.com/subscribe LAURA'S TWITTER → https://x.com/laurashinUNCHAINED TWITTER → https://x.com/unchained_podFACEBOOK → facebook.com/unchainedwithlaurashinINSTAGRAM → instagram.com/laurashin/?hl=enLINKEDIN → linkedin.com/in/laurashinMERCHANDISE → https://unchainedpodcast.company.site/++++++++++++++++++++++++++++++++++++++++++++++++NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY!ALONG WITH BITS & BIPS AND THE CHOPPING BLOCKApple → podcasts.apple.com/us/podcast/id1123922160?ls=1Spotify → open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!
Bitfinex-Backed Stablecoin Chain Plasma Just Launched. Here’s the Bull Case Unchained 2025-09-26 | CoinFund’s Seth Ginns breaks down how the Bitfinex-backed stablechain Plasma was set up for a successful launch.Plasma and its native token XPL launched Thursday, becoming the first of several new stablecoin-focused blockchains to go live.Laura spoke with Seth Ginns, managing partner at CoinFund, about why the firm is bullish on Plasma, how it bootstrapped over $1 billion in deposits, and what makes this new L1 different.We also cover:🔹 Its close (but not exclusive) relationship with Tether🔹 How the neobank Plasma One could bring high-yield savings to developing markets🔹 Why the U.S. market remains a greenfield for stablecoin innovationAnd more!Thank you to our sponsors!➡️ TOKEN2049 - Get 15% off with code UNCHAINED asia.token2049.com➡️ Binance binance.onelink.me/y874/UnchainedGuest:⭐️ Seth Ginns, Managing Partner and Head of Liquid Investments at CoinFundTimestamps: 🎬 0:00 Intro🚀 1:32 Why Seth and CoinFund are so excited about Plasma’s launch💵 4:46 How much of Tether is actually tied to Plasma🔑 6:52 What makes Plasma different from other stablecoin blockchains🏦 8:39 Why the Plasma One neobank could be a game changer 🔗 11:12 How DeFi integrations give Plasma a crucial early advantage🧠 15:10 Why Seth believes the ICO was handled in a smart way📊 17:07 What to expect from the XPL tokenomics and its utility🌍 18:26 How Plasma could reshape geopolitics given USDT’s global use⚡ 21:49 How the USAT launch ties into Plasma’s stablecoin vision🏁 26:06 How the “big stablecoin race” against Circle, Stripe, and others might ultimately play out_______________________________________________________#bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel!CHECK OUT THE CRYPTOPIANS → youtube.com/watch?v=DFzunCFXrv4 WEBSITE → unchainedcrypto.comUNCHAINED DAILY NEWSLETTER → unchainedcrypto.beehiiv.com/subscribe LAURA'S TWITTER → https://x.com/laurashinUNCHAINED TWITTER → https://x.com/unchained_podFACEBOOK → facebook.com/unchainedwithlaurashinINSTAGRAM → instagram.com/laurashin/?hl=enLINKEDIN → linkedin.com/in/laurashinMERCHANDISE → https://unchainedpodcast.company.site/++++++++++++++++++++++++++++++++++++++++++++++++NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY!ALONG WITH BITS & BIPS AND THE CHOPPING BLOCKApple → podcasts.apple.com/us/podcast/id1123922160?ls=1Spotify → open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!
The Best Way to Evaluate a Crypto Protocol Unchained 2025-09-25 | The president of the Solana Foundation makes the case for revenue as crypto’s most telling metric, and says TVL is easily gamed. Crypto is full of noisy metrics, but which ones actually matter?Solana Foundation President Lily Liu argues that revenue, not Total Value Locked (TVL), is the most important metric for evaluating blockchain protocols. In this episode of Unchained, she explains:How real revenue reflects usage and utilityWhy TVL is often gamed and misleadingWhether revenue-driven thinking can stifle early-stage innovationAnd more!Timestamps: 🎬 0:00 Intro💡 0:46 Why Lily believes revenue is the north star metric for crypto🤔 6:47 Why almost no one talks about revenue in this industry📉 10:05 Whether TVL actually signals long-term value🎭 11:39 How TVL can be gamed and why it misleads investors⚖️ 16:12 Could a revenue-first focus stifle innovation and early growth?📊 17:41 What other metrics Lily says matter beyond revenue_______________________________________________________#bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel!CHECK OUT THE CRYPTOPIANS → youtube.com/watch?v=DFzunCFXrv4 WEBSITE → unchainedcrypto.comUNCHAINED DAILY NEWSLETTER → unchainedcrypto.beehiiv.com/subscribe LAURA'S TWITTER → https://x.com/laurashinUNCHAINED TWITTER → https://x.com/unchained_podFACEBOOK → facebook.com/unchainedwithlaurashinINSTAGRAM → instagram.com/laurashin/?hl=enLINKEDIN → linkedin.com/in/laurashinMERCHANDISE → https://unchainedpodcast.company.site/++++++++++++++++++++++++++++++++++++++++++++++++NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY!ALONG WITH BITS & BIPS AND THE CHOPPING BLOCKApple → podcasts.apple.com/us/podcast/id1123922160?ls=1Spotify → open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!
How Much Hyperliquid Is Actually Worth? Unchained 2025-09-25 | Hyperliquid’s FDV says $50B. Real value? Closer to $30B.Jon Charbonneau explains why FDV is crypto’s most misleading metric.
$10,000 Gold: Hedge or Hype for What’s Coming? Unchained 2025-09-25 | One gold ounce still buys a suit—100 years later 🧵Vinny Lingham revives the classic gold thesis—while @ramahluwalia says rotations still rule.If winter hits, who leads: gold or BTC?
Why Arthur Hayes Sold HYPE After Hyping It Unchained 2025-09-24 | Arthur Hayes said HYPE would go to the moon. Weeks later, he sold.“Surprise to no one…,” says Jon Charbonneau 😆
How Wall Street Could Profit From Crypto Tanking Unchained 2025-09-24 | The play: spot a big mNAV gap… then take it out.MUST watch this clip from Vinny Lingham and Austin Campbell
Why Hyperliquid Should Cut Its Total Token Supply Nearly in Half Unchained 2025-09-24 | Jon Charbonneau thinks Hyperliquid’s supply should shrink by 45% and that fully diluted valuation, FDV, needs a serious revamp as a metric. 🔥 EPISODE LINK 🔥CHECK OUT THE EPISODE LINKS AND DETAILS HERE👉 unchainedcrypto.com/podcast/why-hyperliquid-should-cut-its-total-token-supply-nearly-in-half 👈Crypto investors love to throw around “FDV” as if it’s the ultimate measure of value. But what if that number is more misleading than helpful? In this episode, DBA’s Jon Charbonneau explains his proposal to cut Hyperliquid’s supply by nearly half, why he believes FDV overstates real valuations, and how outdated tokenomics are holding projects back. We also cover whether the Hyperliquid team should take smaller allocations if they cut the token supply and what Jon thinks of Arthur Hayes’ HYPE sale just weeks after saying the token would 10x.Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com➡️ Thank you to our sponsor, Mantle! https://www.mantle.xyz/Guest:⭐️ Jon Charbonneau, Co-founder and General Partner of DBA Timestamps:🎬 0:00 Intro📉 0:35 What Jon thinks people get wrong when they use FDV as a valuation metric🧮 4:05 How Jon’s proposal would change Hyperliquid’s supply and valuation🆘 12:20 If the Assistance Fund is removed, how can emergencies be handled?📊 15:05 How token supplies should really be evaluated when valuing projects⏳ 20:44 Why current tokenomics reflect an outdated model✂️ 24:56 Should the Hyperliquid team be taking a smaller allocation too?🤔 28:15 What Jon thinks of Arthur Hayes selling HYPE right after calling for the moon🔮 31:351 How Hyperliquid should move forward with Jon’s proposal_______________________________________________________#bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel!CHECK OUT THE CRYPTOPIANS → youtube.com/watch?v=DFzunCFXrv4 WEBSITE → unchainedcrypto.comUNCHAINED DAILY NEWSLETTER → unchainedcrypto.beehiiv.com/subscribe LAURA'S TWITTER → https://x.com/laurashinUNCHAINED TWITTER → https://x.com/unchained_podFACEBOOK → facebook.com/unchainedwithlaurashinINSTAGRAM → instagram.com/laurashin/?hl=enLINKEDIN → linkedin.com/in/laurashinMERCHANDISE → https://unchainedpodcast.company.site/++++++++++++++++++++++++++++++++++++++++++++++++NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY!ALONG WITH BITS & BIPS AND THE CHOPPING BLOCKApple → podcasts.apple.com/us/podcast/id1123922160?ls=1Spotify → open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!
Could MSTR Break if BTC Drops? Unchained 2025-09-24 | Everyone says “that won’t happen.”But if BTC does flush to $50–60K… what breaks first?Vinny Lingham thinks EVEN $MSTR could be in the blast radius. ☢️
Bits + Bips: How Wall Street Could Get Rich off the Next Crypto Slump Unchained 2025-09-23 | Could the next crypto winter be a “nuclear” winter? Plus: if MSTR is over-levered and DATs start trading at discounts, who gets wiped?🔥 EPISODE LINK 🔥CHECK OUT THE EPISODE LINKS AND DETAILS HERE👉 👈Markets had a flood of liquidations on Monday, and traders lost over $1.5 billion in positions. So, why are liquidations spiking? Is this a warning or a blip? Also, could a flood of DAT issuance be setting the stage for not just a crypto winter, but a crypto “nuclear” winter? If so, hedge funds and market structure could accelerate the pain. This week on Bits + Bips, Steven Ehrlich, Ram Ahluwalia, Austin Campbell, and Vinny Lingham talk about why mNAVs could compress and whether even MicroStrategy’s stack is more fragile than it looks. They debate the bull case for gold (yes, even at these ATHs), how tokenized stocks and changing reporting cadences could open new insider edges, and what the U.S. macro picture looks like. Thank you to our sponsors!Walrus: Scalable storage that lets you publish, deliver, and program any data, onchain.➡️ https://www.walrus.xyz/Xapo: Where Global Banking Meets Bitcoin➡️ http://xapobank.com/unchainedHosts:⭐️ Ram Ahluwalia, CFA, CEO and Founder of Lumida⭐️ Steven Ehrlich, Executive Editor at UnchainedGuests:⭐️ Austin Campbell, Founder and Managing Partner of Zero Knowledge Consulting⭐️ Vinny Lingham, Co-founder of Praxos CapitalTimestamps:🎬 0:00 Intro💥7:39 Why Monday’s liquidations spiked and what triggered $1.5B in losses📊 11:18 How a shift away from quarterly reporting could change markets🕵️ 14:16 How tokenized stocks might hand insiders a massive edge🐻 22:05 Why Vinny is bearish right now and why Ram disagrees🥇 24:25 Why gold might still have upside, even at record highs📉 28:59 Whether the flood of DATs will end in brutal consolidation⚡ 35:49 Could even MicroStrategy blow up under market stress?✅ 48:17 What SEC clearing the path for ETFs really signals for crypto📈 54:23 Ram’s stock picks in this environment⚠️ 56:00 Why Austin sees a looming breakdown in the U.S. economy😌 58:02 Why Vinny doesn’t feel the need to take big risks right now_______________________________________________________#bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel!CHECK OUT THE CRYPTOPIANS → youtube.com/watch?v=DFzunCFXrv4 WEBSITE → unchainedcrypto.comUNCHAINED DAILY NEWSLETTER → unchainedcrypto.beehiiv.com/subscribe LAURA'S TWITTER → https://x.com/laurashinUNCHAINED TWITTER → https://x.com/unchained_podFACEBOOK → facebook.com/unchainedwithlaurashinINSTAGRAM → instagram.com/laurashin/?hl=enLINKEDIN → linkedin.com/in/laurashinMERCHANDISE → https://unchainedpodcast.company.site/++++++++++++++++++++++++++++++++++++++++++++++++NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY!ALONG WITH BITS & BIPS AND THE CHOPPING BLOCKApple → podcasts.apple.com/us/podcast/id1123922160?ls=1Spotify → open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!
Why a Stablecoin-Only L2 Beats General Chains Unchained 2025-09-21 | Ethereum didn’t grow through sales calls; it grew because builders trusted its neutrality, says Haonan Li.And that’s why people should not overlook building on ETH.
If L2s Hold the Keys, Is That Decentralized? Unchained 2025-09-21 | If the top L2s can still freeze or seize via admin keys, is that decentralization? 🔑Justin Bons contrasts L1 safety guarantees with today’s rollups—and asks who’s really user-first. 👀
Why Stripe Refused to Build an Ethereum L2 Unchained 2025-09-20 | Tempo vs. L2s: pick speed, validators, and neutrality—or inherit L2 trust assumptions? 🔍Justin Bons lays out the business + tech calculus for choosing L1 rails.
ETH Staking Queue Is About to Spike Again Here’s How to Profit Unchained 2025-09-19 | After a record exodus sparked by the Kiln hack, billions in ETH will re-enter staking — right as ETFs and treasury firms pile in.The ETH staking queue may look like it’s easing, but a wave of new inflows is coming.Chorus One’s Leeor Shimron explains how the Kiln hack, digital asset treasuries, and soon-to-be-approved ETH staking ETFs could collide to dramatically lengthen wait times to stake.He also shares:Which liquid staking and restaking tokens may benefitWhy demand is likely to surge in Q4And how ETF issuers could accidentally spark a liquidity crunchGuest:⭐️ Leeor Shimron, Head of U.S. at Chorus One_______________________________________________________#bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel!CHECK OUT THE CRYPTOPIANS → youtube.com/watch?v=DFzunCFXrv4 WEBSITE → unchainedcrypto.comUNCHAINED DAILY NEWSLETTER → unchainedcrypto.beehiiv.com/subscribe LAURA'S TWITTER → https://x.com/laurashinUNCHAINED TWITTER → https://x.com/unchained_podFACEBOOK → facebook.com/unchainedwithlaurashinINSTAGRAM → instagram.com/laurashin/?hl=enLINKEDIN → linkedin.com/in/laurashinMERCHANDISE → https://unchainedpodcast.company.site/++++++++++++++++++++++++++++++++++++++++++++++++NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY!ALONG WITH BITS & BIPS AND THE CHOPPING BLOCKApple → podcasts.apple.com/us/podcast/id1123922160?ls=1Spotify → open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!
Debate: Should Stablecoin Chains Have an Ethereum L2 or Their Own L1? Unchained 2025-09-19 | Tempo announcing it would not become an Ethereum layer 2 sparked a fierce discussion on X. Justin Bons and Haonan Li zoom back and debate it all.🔥 EPISODE LINK 🔥CHECK OUT THE EPISODE LINKS AND DETAILS HERE👉 unchainedcrypto.com/podcast/debate-should-stablecoin-chains-have-an-ethereum-l2-or-their-own-l1 👈In this episode, Cyber Capital’s Justin Bons and Codex’s Haonan Li challenge the new orthodoxy: whether payments chains should be alt L1s or Ethereum L2s, how “neutrality” and finality matter for real-world transactions, and why fragmentation could make or break onchain dollars. We dig into Stripe’s Tempo (and its permissioned start), what it would take for L2s to reach true decentralization, and whether stablechains undercut general-purpose chains.Plus: the trade-offs of sequencers, paying gas in dollars, and whether protocol-native stables are the future.Thank you to our sponsors!➡️ Binance binance.com/en/download➡️ Token2049 – Get 15% off with code UNCHAINED asia.token2049.comGuests:⭐️Justin Bons, Founder and CIO of Cyber Capital⭐️Haonan Li, Co-founder and CEO of CodexTimestamps:🎬 0:00 Intro💭 1:45 Laying out the first arguments🛠️ 12:57 What needs to happen for L2s to finally become stage 2 rollups💵 15:40 Why Haonan chose to launch a stablecoin-focused L2 on Ethereum🏦 30:17 Does Stripe’s Tempo L1 spell trouble for Ethereum L2s?⚖️ 38:55 Whether Tempo can position itself as a neutral blockchain🔗 50:02 Are L2s capable of true decentralization?⏱️ 53:58 How important finality is for stablecoin businesses🧩 57:08 Why fragmentation could make or break stablecoins🔮 1:02:31 What the future of rollups should look like⚔️ 1:05:58 The case for and against general-purpose chains📉 1:13:12 Whether protocol-native stablecoins will keep gaining traction_______________________________________________________#bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel!CHECK OUT THE CRYPTOPIANS → youtube.com/watch?v=DFzunCFXrv4 WEBSITE → unchainedcrypto.comUNCHAINED DAILY NEWSLETTER → unchainedcrypto.beehiiv.com/subscribe LAURA'S TWITTER → https://x.com/laurashinUNCHAINED TWITTER → https://x.com/unchained_podFACEBOOK → facebook.com/unchainedwithlaurashinINSTAGRAM → instagram.com/laurashin/?hl=enLINKEDIN → linkedin.com/in/laurashinMERCHANDISE → https://unchainedpodcast.company.site/++++++++++++++++++++++++++++++++++++++++++++++++NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY!ALONG WITH BITS & BIPS AND THE CHOPPING BLOCKApple → podcasts.apple.com/us/podcast/id1123922160?ls=1Spotify → open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!
SEC Opens ETF Floodgates, Base Eyes Token Launch: Weekly Recap Unchained 2025-09-19 | The SEC streamlined crypto ETF approvals to 75 days. Base explores a native token with a potential $20-50B valuation. Native Markets will issue Hyperliquid’s USDH stablecoin. Kalshi partners with Solana and Base for prediction markets, rivaling Polymarket. Binance seeks to end its DOJ monitor, lifting BNB above $1,000. Circle launched USDC on Hyperliquid, investing $4.6M in HYPE. Ethereum’s dAI Team integrates AI with blockchain. Monero faced an 18-block reorg, sparking concerns.🔥 EPISODE LINK 🔥CHECK OUT THE EPISODE LINKS AND DETAILS HERE👉 unchainedcrypto.com/podcast/debate-should-stablecoin-chains-have-an-ethereum-l2-or-their-own-l1 👈➡️ SEC Approves Faster Crypto ETF ListingsThe SEC has greenlit new rules by NYSE, Nasdaq, and Cboe, streamlining crypto ETF approvals. ETFs tied to cryptocurrencies with regulated futures trading for six months or listed on Intermarket Surveillance Group exchanges can now launch in as few as 75 days, down from 240. SEC Chairman Paul Atkins emphasized increased investor choice and innovation.➡️ Base Considers Native TokenCoinbase’s Ethereum layer-2 network, Base, is exploring a native token to enhance decentralization and developer opportunities. With nearly one million daily active addresses and $5 billion in total value locked, Base’s growth has prompted this shift, though specifics remain undisclosed. Analyst Ryan Yi estimates a potential $20-50 billion fully diluted valuation.➡️ Native Markets to Issue Hyperliquid’s USDH StablecoinNative Markets won a bid to launch Hyperliquid’s USDH stablecoin on the HyperEVM network, beating competitors like Paxos and BitGo. Backed by cash and U.S. Treasuries, USDH will begin testing soon, with BlackRock and Superstate managing reserves. The stablecoin aims to support HYPE token buybacks and network growth➡️ Kalshi Partners with Solana, Base for Prediction Market HubKalshi is collaborating with Solana and Base to create an ecosystem hub funding builders and traders. With $875 million in August trading volume, Kalshi trails Polymarket’s $1 billion. Both platforms are eyeing major valuations—Polymarket at $9-10 billion and Kalshi at $5 billion—as competition intensifies with Polymarket’s U.S. relaunch.➡️ Binance Seeks to End DOJ Compliance MonitorBinance is negotiating with the DOJ to terminate its three-year compliance monitor, imposed after a $4.3 billion settlement for anti-money laundering violations. If approved, Binance would face stricter reporting but reduced oversight. The news boosted BNB to over $1,000, with former CEO CZ updating his X profile to “@binance”➡️ Circle Launches USDC on Hyperliquid, Invests in HYPECircle introduced native USDC on Hyperliquid’s HyperEVM, using an upgraded Cross-Chain Transfer Protocol. Circle also invested $4.6 million in HYPE tokens and may become a validator. This could impact Circle’s $200 million annual reserve income if Hyperliquid’s $5.9 billion USDC collateral shifts to USDH.➡️ Ethereum Foundation Forms AI TeamThe Ethereum Foundation launched the dAI Team to integrate AI with blockchain, aiming to make Ethereum a settlement layer for autonomous agents. The team, led by Davide Crapis, will advance ERC-8004 for AI identity verification. Google’s new AI-to-AI payment system, built with Coinbase, also supports stablecoin transactions.➡️ Monero Faces 18-Block ReorgMonero experienced a rare 18-block reorganization on September 14, erasing over 100 transactions for 40 minutes. This raised double-spending concerns, with researchers advising longer confirmation waits. Some blamed Qubic’s “selfish mining,” though its founder denied involvement._______________________________________________________#bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel!CHECK OUT THE CRYPTOPIANS → youtube.com/watch?v=DFzunCFXrv4 WEBSITE → unchainedcrypto.comUNCHAINED DAILY NEWSLETTER → unchainedcrypto.beehiiv.com/subscribe LAURA'S TWITTER → https://x.com/laurashinUNCHAINED TWITTER → https://x.com/unchained_podFACEBOOK → facebook.com/unchainedwithlaurashinINSTAGRAM → instagram.com/laurashin/?hl=enLINKEDIN → linkedin.com/in/laurashinMERCHANDISE → https://unchainedpodcast.company.site/++++++++++++++++++++++++++++++++++++++++++++++++NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY!ALONG WITH BITS & BIPS AND THE CHOPPING BLOCKApple → podcasts.apple.com/us/podcast/id1123922160?ls=1Spotify → open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!
Why a Base Token Could Face SEC Scrutiny — and Still Be Good Unchained 2025-09-19 | A Base token could be the first real test of the Atkins’ SEC 🧪Nic Cary: SEC + shareholder scrutiny is likely… but it shows how regulatory clarity is finally reviving U.S. crypto innovation 🇺🇸✨
Why Every App May Copy Coinbase’s Playbook Unchained 2025-09-18 | From TON to Base to WhatsApp? 📱Max Gokhman says once Coinbase moves, other platforms won’t wait: acquisitions + onchain integrations could flood in 🌊
SOL Leads With Users; Base Leads With DeFi Liquidity—for Now Unchained 2025-09-18 | Users vs liquidity: choose your fighter. ⚔️Ryan Yi: SOL leads consumer culture (Gen-Z apps), Base leads DeFi liquidity—and could match or beat SOL’s TVL in 3–4 years. ⏳📈
Why Every Chain Suddenly Wants Its OWN Stablecoin - The Chopping Block Unchained 2025-09-18 | From Circle’s Arc to Stripe’s Tempo, Solana’s stablecoin gambit, and the rise of ‘stablecoin-as-a-service,’ the crew debates whether this flood of new stables fixes crypto’s money problem — or just fragments liquidity.🔥 EPISODE LINK 🔥CHECK OUT THE EPISODE LINKS AND DETAILS HERE👉 unchainedcrypto.com/podcast-chopping-block/the-chopping-block-stablecoin-as-a-service-the-next-big-crypto-gold-rush 👈Show highlights🔹 Arc vs. Tempo — Circle’s Arc and Stripe + Paradigm’s Tempo: stablecoin-native L1s with permissioned validator sets, stablecoin gas, privacy, and FX engines.🔹 Will FX Ever Matter? — Gordon: $9T/day FX market is broken; onchain FX could slash costs. Tarun + Haseeb question whether non-USD stables will ever get real traction.🔹 Solana’s Stablecoin Gambit — Mert & Solana cabal eyeing a native stable to “stop giving Circle all the yield” — can a chain coordinate its way to PMF?🔹 Collective Bargaining Meta — Hyperliquid deal proves apps/chains can extract economics from issuers; could ecosystems unionize to demand rev share?🔹 Money Velocity Problem — BUSD worked (until it was banned); Huobi’s KUSD died for lack of velocity; most native stables never circulate beyond mints/redemptions.🔹 Stablecoin-as-a-Service Gold Rush — Everyone launching a wrapped stable: M^0, Paxos, Agora. Does this dilute liquidity and trust — or unlock new UX?🔹 Trust & Brand Moat — Users can’t be forced to convert; Circle’s scale, bank rails, and liquidity network remain hard to replicate.🔹 Network Effects ≠ Monopoly — Stablecoin market evolved into USDC/Tether duopoly with niche players (Athena); future may see more vertical-specific winners.🔹 Reg + Yield Outlook — GENIUS Act may ban interest payments; as rates fall, mint/redeem fees may replace reserve yield as the main revenue source.🔹 Stablecoin Future — Will Solana, Tempo, Arc, and others fragment liquidity — or finally bring the next billion users on-chain?Hosts⭐️Haseeb Qureshi, Managing Partner at Dragonfly ⭐️Tarun Chitra, Managing Partner at Robot Ventures⭐️Tom Schmidt, General Partner at Dragonfly Guest⭐️Gordon Liao, Chief Economist & Head of Research at CircleTimestamps00:00 Intro00:52 Gordon Liao from Circle01:48 Stablecoin Chains: Arc vs. Tempo04:40 Memory Lane with Libra 06:33 Will FX Ever Matter for Stablecoins?12:06 Challenges with Stablecoin Adoption23:12 Circle’s Strategy & Competitors26:13 Stablecoin Negotiations & Ecosystem Dynamics31:39 Launching a Global Scale Stablecoin37:25 Role of Trust & Branding41:25 Stablecoin as a Service57:53 The Future of Stablecoins_______________________________________________________#bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel!CHECK OUT THE CRYPTOPIANS → youtube.com/watch?v=DFzunCFXrv4 WEBSITE → unchainedcrypto.comUNCHAINED DAILY NEWSLETTER → unchainedcrypto.beehiiv.com/subscribe LAURA'S TWITTER → https://x.com/laurashinUNCHAINED TWITTER → https://x.com/unchained_podFACEBOOK → facebook.com/unchainedwithlaurashinINSTAGRAM → instagram.com/laurashin/?hl=enLINKEDIN → linkedin.com/in/laurashinMERCHANDISE → https://unchainedpodcast.company.site/++++++++++++++++++++++++++++++++++++++++++++++++NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY!ALONG WITH BITS & BIPS AND THE CHOPPING BLOCKApple → podcasts.apple.com/us/podcast/id1123922160?ls=1Spotify → open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!
Base Token & Why Securities Onchain Could Be Better Unchained 2025-09-18 | It gives you cash flow, it’s a security… and that’s fine. 📜Max Gokhman says Base token could actually prove why onchain securities are superior.
Why Base Governance Won’t Dictate Critical Decisions Unchained 2025-09-17 | Decentralization ≠ giving up the roadmap.Ryan Yi says Base governance likely won’t control core product.Pragmatic… or too centralized for you? 🧩🤔
Could Base Debut at $20B and Run to $50B? Unchained 2025-09-17 | Ryan Yi says a Base token unlocks M&A, incentives, and blitz-scale growth.Is Coinbase about to weaponize a balance sheet onchain? ⚙️📈
Bits + Bips: Could a Base Token Be Coinbases Key to a Super App? Unchained 2025-09-17 | Base may be launching a token. What utility might it have, and what could it mean for Coinbase’s shareholders? Plus: the upcoming Fed decision on rates.🔥 EPISODE LINK 🔥CHECK OUT THE EPISODE LINKS AND DETAILS HERE👉 unchainedcrypto.com/bits-bips/bits-bips-could-a-base-token-be-coinbases-key-to-a-super-app 👈This week on Bits + Bips, hosts Steve Ehrlich and Ram Ahluwalia speak with Blockchain.com’s Nic Cary and Franklin Templeton’s Max Gokhman.We talk about how the potential Base token would alter the L2 landscape, and who should capture the value if Coinbase becomes the backbone for DeFi. Also, whether Web2 and TradFi giants will buy their way onchain, why privacy infrastructure is overdue, and how TON’s superapp strategy could pressure social platforms to follow suit. Plus: how Franklin Templeton is valuing L2s and other tokens, why the FOMC’s decision matters for crypto risk, and how tariff talk could spill into digital assets. Thank you to our sponsor, Xapo!➡️ http://xapobank.com/unchainedHosts:⭐️ Steve Ehrlich, Executive Editor at Unchained⭐️ Ram Ahluwalia, CFA, CEO and Founder of LumidaGuests:⭐️ Nic Cary, Co-Founder and Vice Chairman at Blockchain.com⭐️ Max Gokhman, Deputy Chief Investment Officer for Franklin Templeton Investment SolutionsTimestamps:🎬 0:00 Intro🪙 5:13 The reason for Coinbase’s flip flop on a Base token🌉 18:33 Should Blockchain.com launch its own L2?🏗️ 22:05 Is Coinbase becoming the infrastructure layer for DeFi?📊 25:13 How $1.5 trillion Franklin Templeton builds valuation frameworks for L2s and tokens📱 30:33 Nic’s case for TON and its superapp strategy🏦 34:00 Whether Web2 and TradFi giants will buy their way onchain🕵️ 40:21 Why privacy infrastructure is overdue for crypto but never seems to work📉 51:03 Surprising predictions regarding the next Fed rate cut🇺🇸 57:45 Why Trump has a tariff backup plan, and what it means for crypto_______________________________________________________#bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel!CHECK OUT THE CRYPTOPIANS → youtube.com/watch?v=DFzunCFXrv4 WEBSITE → unchainedcrypto.comUNCHAINED DAILY NEWSLETTER → unchainedcrypto.beehiiv.com/subscribe LAURA'S TWITTER → https://x.com/laurashinUNCHAINED TWITTER → https://x.com/unchained_podFACEBOOK → facebook.com/unchainedwithlaurashinINSTAGRAM → instagram.com/laurashin/?hl=enLINKEDIN → linkedin.com/in/laurashinMERCHANDISE → https://unchainedpodcast.company.site/++++++++++++++++++++++++++++++++++++++++++++++++NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY!ALONG WITH BITS & BIPS AND THE CHOPPING BLOCKApple → podcasts.apple.com/us/podcast/id1123922160?ls=1Spotify → open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!
Base Will Likely Have a Token: Why Now, Who Wins, and How Big It Gets Unchained 2025-09-16 | At BaseCamp, Jesse Pollak announced Base was considering a token, plus a Solana bridge. Is this setting the stage for a Base vs. Solana matchup?🔥 EPISODE LINK 🔥CHECK OUT THE EPISODE LINKS AND DETAILS HERE👉 unchainedcrypto.com/podcast/base-will-likely-have-a-token-why-now-who-wins-and-how-big-it-gets 👈Base just crossed its own Rubicon. After months of saying “no token,” Jesse Pollak now says Base must decentralize and is “exploring” a token. What changed? On this episode, Proof of Play’s ICO Beast and former Coinbase Ventures investor Ryan Yi unpack why “exploring” is the operative word, how policy (the Clarity Act) could shape the rollout, and what a points-driven airdrop might look like. We dig into governance realism (what Coinbase will and won’t give up), token utility and valuation math, and how a Base↔Solana bridge could ignite a fight for DeFi liquidity while Solana keeps winning Gen-Z consumers.Thank you to our sponsor Mantle!Mantle is pioneering "Blockchain for Banking" — a revolutionary new category at the intersection of TradFi and web3.➡️ Follow Mantle to learn more. https://x.com/Mantle_OfficialGuests:⭐️ Ico Beast, Merchant of Narratives at Proof of Play⭐️ Ryan Yi, Ex Coinbase, Coinbase Ventures, and CoinFundTimestamps:🎬 0:00 Intro😲 1:32 Why Ryan says this step feels right but is also “shocking”🧐 3:21 Why Base announced it was exploring a token rather than just launching one🛠️ 5:19 How Ryan views Base’s decision to stay committed to Ethereum📊 7:43 What Ryan thinks a fair token allocation would look like⚖️ 13:43 How the Clarity Act could shape a Base token rollout🎁 16:23 Will Coinbase distribute through an ICO, an airdrop, or something else?📈 23:32 Why ICO Beast has a different take on the right allocation🛡️ 26:10 Why sybil filters will be critical for Base💡 27:50 What the Base token’s utility could be—and how to value it🌉 37:24 What the announced Base ↔ Solana bridge could mean⚔️ 42:08 Whether Ethereum and Solana are heading for a DeFi liquidity war🔥 45:25 How competition across crypto companies is heating up_______________________________________________________#bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel!CHECK OUT THE CRYPTOPIANS → youtube.com/watch?v=DFzunCFXrv4 WEBSITE → unchainedcrypto.comUNCHAINED DAILY NEWSLETTER → unchainedcrypto.beehiiv.com/subscribe LAURA'S TWITTER → https://x.com/laurashinUNCHAINED TWITTER → https://x.com/unchained_podFACEBOOK → facebook.com/unchainedwithlaurashinINSTAGRAM → instagram.com/laurashin/?hl=enLINKEDIN → linkedin.com/in/laurashinMERCHANDISE → https://unchainedpodcast.company.site/++++++++++++++++++++++++++++++++++++++++++++++++NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY!ALONG WITH BITS & BIPS AND THE CHOPPING BLOCKApple → podcasts.apple.com/us/podcast/id1123922160?ls=1Spotify → open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!
