Unchained

What Unchained Says About Energy

19 episodes about energy

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

Key Insights on Energy

US and Iran finalized a deal to extend ceasefire and reopen Strait of Hormuz, causing oil prices to drop 4% to $84/barrel

  • Hyperliquid provided 24/7 oil price discovery during weekend strikes, with Bloomberg quoting their data for market analysis
  • Oil prices approaching $100 could trigger 'massive amounts of issues in broader economic situations' affecting all risk assets
  • The targeting pattern suggests economic motives: leadership decapitation, naval assets, but notably avoiding oil infrastructure
  • China buys 90% of Iran's oil exports, making Iran essentially a gas station for China's energy needs
  • The White House website still claims Iran's nuclear capability was 'fully obliterated' in June 2025
  • America inherited the British global system seamlessly, with nuclear programs, financial centers, and intelligence operations transferring from London to Washington
  • U.S. Energy Department forecasts petrol prices won't return to pre-war levels until end of 2027, diesel until mid-2027

Episodes

How Hyperliquid Benefits From Its New Deal With Coinbase Over USDC

How Hyperliquid Benefits From Its New Deal With Coinbase Over USDC

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

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

How Microsoft Won the OpenAI Fight as Markets Rally on Iran

How Microsoft Won the OpenAI Fight as Markets Rally on Iran

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

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

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

Do Centralized Real World Assets on DeFi Break Ethereum? - Bits + Bips

Do Centralized Real World Assets on DeFi Break Ethereum? - Bits + Bips

Bits + Bips: Grid Congestion Is Energy’s L1 Problem. This Crypto Company Has a Solution

Bits + Bips: Grid Congestion Is Energy’s L1 Problem. This Crypto Company Has a Solution

Bits + Bips: Why Iran Is Trump’s Greatest Taco. Plus, Is Elon’s TeraFab β€˜Bullshit’?

Bits + Bips: Why Iran Is Trump’s Greatest Taco. Plus, Is Elon’s TeraFab β€˜Bullshit’?

Bits + Bips: What Iran, Oil Shocks, and No Rate Cuts Mean for Crypto

Bits + Bips: What Iran, Oil Shocks, and No Rate Cuts Mean for Crypto

Bits + Bips: Bitcoin Hits $75K as It Starts Catching Up to Gold

Bits + Bips: Bitcoin Hits $75K as It Starts Catching Up to Gold

How Hyperliquid Succeeded by Going Against Crypto's Ideology First Approach

How Hyperliquid Succeeded by Going Against Crypto's Ideology First Approach

Bits + Bips: Why This U.S. General Believes Iran Could Be a Huge Opportunity

Bits + Bips: Why This U.S. General Believes Iran Could Be a Huge Opportunity

Why the Crypto Markets Seem So Broken and How They Get Fixed After 10/10

Why the Crypto Markets Seem So Broken and How They Get Fixed After 10/10

Is the Bitcoin Bottom In? Why the Outlook for Real Rates Is in Its Favor

Is the Bitcoin Bottom In? Why the Outlook for Real Rates Is in Its Favor

Why Crypto Has a Good Long-Term Setup Right Now: Bits + Bips

Why Crypto Has a Good Long-Term Setup Right Now: Bits + Bips

Bits + Bips: Is Crypto the Only Asset That Works When Geopolitics Breaks Down?

Bits + Bips: Is Crypto the Only Asset That Works When Geopolitics Breaks Down?

Bits + Bips: What Happens to Markets Now That the U.S. Has Struck Iran?

Bits + Bips: What Happens to Markets Now That the U.S. Has Struck Iran?

Stani Kulechov on Why Aave Labs Is Putting Itself at the Mercy of the DAO

Stani Kulechov on Why Aave Labs Is Putting Itself at the Mercy of the DAO

Books on energy

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