Unchained

What Unchained Says About Investing

17 episodes about investing

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

Key Insights on Investing

Investment matching is crucial - if she's at level 3 and you're acting like level 9, you look anxious and needy

  • FM Investments grew from $0 to $10 billion in assets under management in just over five years by focusing on simple, low-cost Treasury and bond ETFs.
  • FM Investments built an anti-hallucination large language model trained on 1,784 documents to simulate Fed candidate Kevin Warsh's policy positions.
  • Profitability in AI comes from accurately predicting demand rather than underinvesting, with inference margins exceeding 50%
  • The Louisiana Purchase, bought for $340 million in today's money, is now worth at least $60 trillionβ€”a 17,640,000% return on investment
  • Chucky agent acts as an interactive portfolio representative for AI builders, inspired by the job interview scene from Good Will Hunting
  • "First 10 respondents were all no" when asked if they have 25% of crypto portfolio in DeFi after recent hacks
  • Technology earnings up 18% but stocks down 12%, representing 25% multiple compression as AI investments shift companies from asset-light to asset-heavy models

Episodes

Why CLOs Are Suddenly DeFi's Hottest Yield Play

Why CLOs Are Suddenly DeFi's Hottest Yield Play

Why Pandl Calls Gold and Bitcoin Buys Here

Why Pandl Calls Gold and Bitcoin Buys Here

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

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

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?

How Microsoft Won the OpenAI Fight as Markets Rally on Iran

How Microsoft Won the OpenAI Fight as Markets Rally on Iran

How Microsoft Won in Its Revised Deal With OpenAI

How Microsoft Won in Its Revised Deal With OpenAI

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’

The Chopping Block: Is Canton a Real Blockchain? Ethereum’s Cypherpunk Dilemma, AI Security Chaos

The Chopping Block: Is Canton a Real Blockchain? Ethereum’s Cypherpunk Dilemma, AI Security Chaos

Why AI Agents Might Require Humans to Transact More Than as You Think

Why AI Agents Might Require Humans to Transact More Than as You Think

The Top Things Investors Need to Know Before Buying Crypto Tokens

The Top Things Investors Need to Know Before Buying Crypto Tokens

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

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

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

Why It's Easy to Pitch TradFi on Ethereum: 'It's the Only Game in Town'

Why It's Easy to Pitch TradFi on Ethereum: 'It's the Only Game in Town'

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

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?

Bits + Bips: Bitcoin Miners Turn to AI for a Boost as BTC Falls

Bits + Bips: Bitcoin Miners Turn to AI for a Boost as BTC Falls

Books on investing

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