Unchained

What Unchained Says About Geopolitics

20 episodes about geopolitics

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

Key Insights on Geopolitics

Geopolitics has "entered the corporate world and is dead centre" in C-suite discussions, requiring new expertise and board focus

  • Bitcoin reached $70,000 and gold hit $5,400/ounce as markets priced geopolitical risk, with Polymarket seeing record $529M trading volume
  • The U.S. economy is supported by aggressive fiscal stimulus, but faces headwinds from trade policies and geopolitical fragility.
  • Mills claims Trump's foreign policy failures stem from his 'underratedly agreeable personality' and inability to say no to hawkish advisors
  • Mills argues Israeli influence on U.S. foreign policy represents a 'disgusting amount' of control over American decision-making
  • Ray Dalio identifies five forces driving civilizational cycles: monetary systems, domestic politics, geopolitics, acts of nature, and technological innovation
  • "The world will either be running on American AI or be running on Chinese AI" - Mark, emphasizing the geopolitical stakes of AI dominance
  • 24/7 permissionless markets allowed real-time price discovery during geopolitical crisis while traditional finance waited for Monday open

Episodes

Why Pandl Calls Gold and Bitcoin Buys Here

Why Pandl Calls Gold and Bitcoin Buys Here

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

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

Bits + Bips: Why the Drift Hack Is an β€˜Embarrassment for the Industry’

Bits + Bips: Why the Drift Hack Is an β€˜Embarrassment for the Industry’

How Bitcoin Is Both a Risk Asset and a Hedge Against Debasement

How Bitcoin Is Both a Risk Asset and a Hedge Against Debasement

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: 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

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

The Chopping Block: Has Crypto Lost Its Soul? Cypherpunk Nostalgia, Prediction Markets, & Permissionless Perps

The Chopping Block: Has Crypto Lost Its Soul? Cypherpunk Nostalgia, Prediction Markets, & Permissionless Perps

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?

Uneasy Money: Why the AI Singularity May Already Be Out of Our Hands

Uneasy Money: Why the AI Singularity May Already Be Out of Our Hands

Bits + Bips: Are Crypto Markets Bottoming, or Is There More Pain Ahead?

Bits + Bips: Are Crypto Markets Bottoming, or Is There More Pain Ahead?

Books on geopolitics

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