Unchained

What Unchained Says About Bitcoin

74 episodes about bitcoin

Crypto assets and blockchain technology are about to transform every trust-based interaction of our lives, from financia...

Key Insights on Bitcoin

Bitcoin reached $70,000 and gold hit $5,400/ounce as markets priced geopolitical risk, with Polymarket seeing record $529M trading volume

  • Patrick Witt confirmed crypto clarity legislation remains 50/50 odds, with stablecoin provisions still causing bank-industry disputes
  • Community banks and legitimate crypto firms like Coinbase may find compromise on stablecoin yield restrictions targeting smaller institutions
  • Bitcoin held up 'surprisingly well' over the weekend, up 2% despite global equity markets trading down
  • "If you can't explain it to a smart high school student, you don't understand it" - Chris wrote Read Write Own as crypto's 2024 onboarding manual for skeptics
  • "It was easier to start Netflix than reform Blockbuster, easier to start Bitcoin than reform the Fed, and easier to start a new city than reform San Francisco" - Balaji
  • Gold has doubled against the dollar in two years while Bitcoin quadrupled, meaning the dollar dropped 50% against gold and 75% against digital gold
  • The next rules-based order is the code-based order: smart contracts replace Delaware law, Bitcoin replaces the dollar, crypto identity can't be denaturalized

Episodes

Why Kalshi's John Wang Says Perps Are 'the Most Pure Trading Instrument'

Why Kalshi's John Wang Says Perps Are 'the Most Pure Trading Instrument'

Why Fable's Shutdown Is a Warning for Every AI Lab: Uneasy Money

Why Fable's Shutdown Is a Warning for Every AI Lab: Uneasy Money

Why Pandl Calls Gold and Bitcoin Buys Here

Why Pandl Calls Gold and Bitcoin Buys Here

Why AI Censorship and Reg NMS Repeal Matter for Crypto Markets: DEX in the City

Why AI Censorship and Reg NMS Repeal Matter for Crypto Markets: DEX in the City

The Chopping Block: SpaceX IPO Mania, Fable 5 Export Controls & The AI Privacy Fight

The Chopping Block: SpaceX IPO Mania, Fable 5 Export Controls & The AI Privacy Fight

Why the AI Business Model Is Cracking and How Crypto Could Help Fix It

Why the AI Business Model Is Cracking and How Crypto Could Help Fix It

Claude Found a 4-Year Zcash Bug. Now It Won't Audit DeFi: Uneasy Money

Claude Found a 4-Year Zcash Bug. Now It Won't Audit DeFi: Uneasy Money

The Chopping Block: The CLARITY Act, Hyperliquid vs CME, and the Prediction Market Supreme Court Showdown

The Chopping Block: The CLARITY Act, Hyperliquid vs CME, and the Prediction Market Supreme Court Showdown

Can Hyperliquid Come Onshore Without Killing What Makes It Special?

Can Hyperliquid Come Onshore Without Killing What Makes It Special?

Bits + Bips: The Interview β€” The $16 Trillion Repo Market Is TradFi’s Central Nervous System. Its Finally Coming Onchain

Bits + Bips: The Interview β€” The $16 Trillion Repo Market Is TradFi’s Central Nervous System. Its Finally Coming Onchain

How Hyperliquid Benefits From Its New Deal With Coinbase Over USDC

How Hyperliquid Benefits From Its New Deal With Coinbase Over USDC

Uneasy Money: Why the Broken Pre-IPO Secondary Markets Won't Be Fixed Anytime Soon

Uneasy Money: Why the Broken Pre-IPO Secondary Markets Won't Be Fixed Anytime Soon

DEX in the City: Will the CLARITY Act Pass? Three Crypto Lawyers Give Their Odds

DEX in the City: Will the CLARITY Act Pass? Three Crypto Lawyers Give Their Odds

Bits + Bips: Why the AI Rally Keeps Growing β€” and Why Circle Launched Arc

Bits + Bips: Why the AI Rally Keeps Growing β€” and Why Circle Launched Arc

Why Arthur Hayes Thinks the AI Bubble Bursting Could Spark a Crypto Bull Market

Why Arthur Hayes Thinks the AI Bubble Bursting Could Spark a Crypto Bull Market

Uneasy Money: Who Owns Stolen Crypto? The $71M Fight Testing DeFi Limits

Uneasy Money: Who Owns Stolen Crypto? The $71M Fight Testing DeFi Limits

Coinbase's Chief Policy Officer on Why He Believes the Clarity Act Will Pass

Coinbase's Chief Policy Officer on Why He Believes the Clarity Act Will Pass

DEX in the City: With the Stablecoin Yield Compromise, Can the Clarity Act Get Passed?

DEX in the City: With the Stablecoin Yield Compromise, Can the Clarity Act Get Passed?

A16z Crypto Raised $2.2 Billion for Fund 5. Here's How They Plan to Deploy It

A16z Crypto Raised $2.2 Billion for Fund 5. Here's How They Plan to Deploy It

Why Wrapped Energy or Compute Will Be the New Store of Value: Bits + Bips

Why Wrapped Energy or Compute Will Be the New Store of Value: Bits + Bips

After April's $606 Million in DeFi Hacks, What's the Fair Value Yield Rate?

After April's $606 Million in DeFi Hacks, What's the Fair Value Yield Rate?

The Chopping Block: Defi United’s β€œBailout,” MegaETH’s KPI Vesting, and Prediction Market Chaos

The Chopping Block: Defi United’s β€œBailout,” MegaETH’s KPI Vesting, and Prediction Market Chaos

How Microsoft Won the OpenAI Fight as Markets Rally on Iran

How Microsoft Won the OpenAI Fight as Markets Rally on Iran

How Morpho Survived a $300M DeFi Hack With Only $1M Exposure

How Morpho Survived a $300M DeFi Hack With Only $1M Exposure

DEX in the City: KelpDAO vs. LayerZero: Who Is Liable When a DeFi Protocol Is Hacked?

DEX in the City: KelpDAO vs. LayerZero: Who Is Liable When a DeFi Protocol Is Hacked?

Is Canton Permissionless? CEO Says Yes, but SuperValidators Need Approval

Is Canton Permissionless? CEO Says Yes, but SuperValidators Need Approval

Strategy's Preferred Stock Is Now a Stablecoin. And DeFi Has a Security Problem.

Strategy's Preferred Stock Is Now a Stablecoin. And DeFi Has a Security Problem.

Bits + Bips: Why Apple Might Benefit More From AI Than AI Companies Will

Bits + Bips: Why Apple Might Benefit More From AI Than AI Companies Will

How Onchain Options Could Replace the Basis Trade as Crypto's Yield Strategy

How Onchain Options Could Replace the Basis Trade as Crypto's Yield Strategy

Bits + Bips: Bitcoin's Geopolitical Upturn and the $100K Question

Bits + Bips: Bitcoin's Geopolitical Upturn and the $100K Question

Books on bitcoin

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