Timing Crypto Buy Now; Expect Short‑term Pain
"If you time this right, this could be a fantastic buying opportunity for crypto." @perkinscr97 says he's still bullish as ever, but there'll be pain until the Iran situation improves. https://t.co/PMWscZMbTn
Expect Short-Term Decline Until the Strait Remains Open
"I think it's gonna get worse before it gets better. I'm NOT bullish short term. The entire globe knows that the Strait needs to be open and free." https://t.co/6eQLOwwmn9
No Turning Back; Status Quo Impossible in Iran Crisis
"There's no turning back at this point. There's no way we can return to the status quo," @perkinscr97 on the Iran situation. https://t.co/6eQLOwwmn9
Rising 10Y Yields and Inflation Pressure Asset Prices
"The 10Y and inflation moving up are not good for asset prices." Ram on @bitsandbips https://t.co/6eQLOwwmn9
Huge Infrastructure Takes Decades, Crumbles in Days
Multi-billion dollar facilities that take decades to build have been damaged in days. @8eanmurray from @fuseenergy says the market hasn't caught up to that math yet. @bitsandbips @Steven_Ehrlich https://t.co/Ki3BewZpBV
Stablecoins Serve Unbanked Merchants, Not Replace Cards
My conversation with @nlevine19 and @robbiepetersen_ crystallized something: stablecoins aren’t replacing cards. They’re serving the merchants that cards can’t reach. https://t.co/CPDcFRHO46
Airdrops: Future's Costliest Marketing, Now Tied to Grid Value
"Airdrops are going to be viewed historically as the most expensive marketing campaigns in history.” — @8eanmurray from @fuseenergy on why they're distributing tokens for actual grid value instead. https://t.co/SxDIONj3dT
Agent Payments Defy Human Fraud Models
I hadn’t thought about this until @robbiepetersen_ said it: agent behavior looks nothing like human behavior. So card network fraud models may be useless for agentic payments. https://t.co/ouC5FjfUrY
Crypto Chasing New Threats, Overlooking Basic OpSec
In the wake of the Resolv exploit, @tayvano_ says crypto is too focused on novel security issues and ignoring basic OpSec Do you agree? 👇 https://t.co/wfPGQ4hXoI
Markets Underestimate Long-Term Impact of Europe's Gas Surge
Gas prices in Europe are running 50-70% above normal, and the Qatar LNG facility attack hit infrastructure will take decades to rebuild. @8eanmurray from @fuseenergy says markets are pricing this as a blip. He thinks they're wrong. @Steven_Ehrlich @bitsandbips https://t.co/DwMsHVSFmY
Crypto Tokens Unlock $70B Grid Congestion Losses
The grid has wasted $70 billion in clean energy over five years. This is not an issue with power generation. It’s congestion. @8eanmurray at @fuseenergy is building a crypto-incentivized network to solve it, backed by an SEC no-action letter and 250,000...
Own the End User or Backend? Modular Front‑End Shifts Strategy
This was one of the sharpest exchanges in this week’s Unchained episode. @robbiepetersen_ says own the end user. @nlevine19 says the front end is becoming modular, so own the backend. Both cases are compelling: https://t.co/ORe3KqqvMV
ETH Community Divided Over Mandatory Signing Policy
Out of curiosity, if you are an ETH person, are you pro or anti the "sign the mandate or you are out of the EF" policy?
Human Social Structures, Not Payment Rails, Limit Commerce
I talked with @nlevine19 and @robbiepetersen_ about the future of commerce, and why the real bottleneck isn’t the payment rails. It’s human social structures. That shifted how I think about what agents actually need to solve for. Timestamps: 🔧 01:02 Why Noah thinks...
Accountability Crucial After DeFi Hacks, Risk Understanding Lacking
What is the role of accountability in the aftermath of DeFi exploits? And do DeFi people not know how to reason about risk? @kaiynne, @LucaNetz, @tayvano_ & @omeragoldberg try to answer these in this week's Uneasy Money stream. https://t.co/s7LFvZz7hf
Single-Account Governance Led to $25M DeFi Exploit
$25 million stolen. In this episode of Uneasy Money, hosts @kaiynne, @tayvano_ & @LucaNetz are joined by @omeragoldberg to unpack the Resolv exploit and Aave v4 governance approval: 🤔 Why was the USR minting function governed by a single account? ⁉️ How did...
Agentic Commerce Cuts Startup Costs, Reshapes VC Strategy
Agentic commerce could lower the cost of building companies. What does that mean for VCs? https://t.co/meE1SvxnF0
Stripe MPP vs Coinbase X402: Which Wins?
Stripe’s MPP vs Coinbase’s x402. Two very different visions for agent payments. Which model wins? https://t.co/9SSDq5hVSn
Governments Won’t Embrace Digital Payments Anytime Soon
"You'd be crazy to assume that governments will be adopting payments in the next couple of years." https://t.co/meE1SvxnF0
AI Agents: Future Economic Players or Mere Tools?
Are AI agents going to be real economic actors — or just tools? We break down the competing visions. https://t.co/9SSDq5hVSn
Sean Murray Explains ENERGY Token’s Real-World Utility
What's the utility of the $ENERGY token? Sean Murray of @fuseenergy explains on @bitsandbips https://t.co/9SSDq5hVSn
AI Agents Trigger Payment Wars Among Tech Giants
Stripe. Coinbase. Visa. Everyone is building for AI agents. Now LIVE on Unchained, we unpack the battle for the payment layer of the agent economy. https://t.co/meE1SvxnF0
Payments Become the New Battleground in the Agent Economy
The Battle for Payments in the Agent Economy w/ Noah Levine & Robbie Petersen https://t.co/9SSDq5hVSn
Airdrops Prove Costliest, Net‑Negative Marketing Strategy
"Airdrops will be looked at as the most expensive marketing campaigns in history. They are net negative" https://t.co/meE1SvxnF0
Grid Capacity Struggles Under Unexpectedly High Consumption
"Grid capacity is a big problem. We have a lot more consumption than we really ever envisioned." https://t.co/meE1SvxnF0
Expert Tips for Hedging Energy Price Volatility
How do you hedge exposure to the volatility of energy prices? Sean Murray of @fuseenergy responds https://t.co/meE1SvxnF0
Ignored Damage Threatens Long‑Term Energy Supply, Costly Rebuilds
"There's a really severe long term effect on the supply of energy that people are not paying attention to. The facilities destroyed take very long to build and cost hundreds of millions of dollars. " https://t.co/9SSDq5hVSn
Gas Supply Disruptions Instantly Ripple Through Energy Markets
"When there are supply disruptions in gas, the impact is immediate in energy markets." https://t.co/9SSDq5hVSn
Lending Protocols Must Scrutinize Asset Onboarding and Whitelisting
"Anyone who's running a lending protocol needs to think about the assets you are onboarding and whitelisting." https://t.co/P1vIs3eM4Z
Crypto Lacks the Security Standards of Web2 Finance
"Every org that's managing money in Web2 has some security standards In crypto, it's not usually the case." https://t.co/FwY7H6TiKM
Public Allocator Flaw Cost Morpho $5K Hack
"At the time of the hack, the damage in Morpho was $5k. But the 'public allocator' feature, which was supposed to be good, was not." https://t.co/FwY7H6TiKM
DeFi Overlooks Basic Opsec While Chasing Exotic Risks
"DeFi spends a lot of time thinking about novel risks (espeically the things that seem impossible to mitigate) But people don't pay enough attention to basic opsec" @tayvano_ https://t.co/FwY7H6TiKM
Preventing USR Hacks: Expert Advice From Omer Goldberg
"There are ways to prevent this type of hacks," says @omeragoldberg on Uneasy Money, speaking about USR https://t.co/FwY7H6TiKM
Curators Set Morpho Caps to Zero, Unaware It Fails
The moment curators realized the Resolv hack was happening, they set Morpho supply caps to zero. Morpho's own documentation warns that setting caps to zero doesn't stop the attack. Most curators didn't know that. https://t.co/P1vIs3eM4Z
AI Layoffs Mask Underlying Sector Contraction, Not Replacement
“It gives companies an excuse to restructure without having to explain the true reason.” @perkinscr97 says the AI layoff narrative is cover for sector contraction, not real workforce replacement, on @bitsandbips. https://t.co/hf4kSme5K4
Critics Slam Tesla TeraFab and AI Layoffs as Excuses
🐂💩“I call bullshit. The whole thing is bullshit.” @ramahluwalia on Tesla’s TeraFab. Meanwhile @perkinscr97 says AI layoffs are a “beautiful excuse” for restructuring. On @bitsandbips. https://t.co/MbGw3uy8b6
U.S. Faces Soft Stagflation: Stagnant Jobs, Rising Inflation
Zero net U.S. jobs added since April 2025. Oil above $90. Inflation projections raised to 2.7%. And the Fed's dot plot has the widest internal split in years. Is America already in soft stagflation? https://t.co/Mn06ovDktZ
Gold's Sharp Sell‑Off May Signal Local Bottom
"Gold had an extraordinary sell-off. I wouldn't be surprised if this was a local low." @ramahluwalia https://t.co/rhrBApEEh7
Bitcoin's Rebound Signals a Must‑watch Market Shift
"Bitcoin starting to go back up is something that everyone should pay attention to." @austincampbell https://t.co/Jw0KBySxgP
Markets Still Price Oil Disruptions, Extreme Scenarios Unlikely
"We are still seeing markets pricing some degree of oil disruptions. The worst scenarios are off the table, but also the best ones." @austincampbell https://t.co/Mn06ovDktZ
Bessent Prioritizes 10-Year Treasury Over Brent Oil
"Bessent is obsessed with the 10-year. He can let the Brent Oil go up, but not the 10Y-Treasury." @perkinscr97 https://t.co/Mn06ovDktZ
AI Agents Pose Immediate Commerce Security Risks
Your AI agent doesn't have brand loyalty. It doesn't verify addresses properly. And it might just hand $500K in USDC to a scammer. The agentic commerce security problem is real, and it's already here now. Laurens Fraussen and Steven Ehrlich...
Asia Accumulates While West Panic-Sells: Smart Money Insight
The West is panic-selling. Asia is quietly accumulating. What does the smart money see that we don't? 🔍 Laurens Fraussen shares his thoughts with steven_ehrlich on Bits + Bips #market #bitcoin #cryptocurrency
Spot Real AI Adoption, Guard Agents Against Scams
The agentic commerce war is live. But how do you tell real adoption from bots inflating numbers? And what happens when a Nigerian prince scam targets your AI agent? Steven Ehrlich and Laurens Fraussen on Bits + Bips: https://lnkd.in/ekwK_zJ2
Wrapped Bitcoin Can't Unlock Bitcoin's Deep Liquidity, Says Abiodun
Wrapped Bitcoin tokens just won't do when it comes to unlocking Bitcoin's deep liquidity, Adeniyi Abiodun says Is he right? 👇 #defi #bitcoin #wrappedbitcoin
Ethereum Foundation's New Mandate Could Boost Solana
The Ethereum Foundation may be giving Solana a leg up with its new mandate, Luca Netz says I don't know if I see the new mandate as controversial as most are painting it though What do you think? 👇 #crypto...
Hashi Enables Tax‑Free, Insured, Decentralized Bitcoin Finance
No tax events Backed by insurance And decentralized @EmanAbio says Hashi will unlock Bitcoin finance like nothing before it 👀 https://t.co/jzCz1usP2I
S&P 500 Now on Hyperliquid, yet Sentiment Stays Bearish
You can now trade the official S&P 500 on Hyperliquid and @kaiynne says its not priced in 👀 Sentiment certainly doesn't feel bullish enough if you ask me What do you think? 👇 https://t.co/OqmjxHjSdQ
Hashi Aims to Unlock $1.4T Bitcoin Liquidity
Can Mysten Labs’ unlock Bitcoin's $1.4 trillion liquidity? Adeniyi Abiodun on Unchained discussed: ⚡ How Hashi differs from wrapped Bitcoin 💫 Why he is confident Hashi can attract significant activity https://lnkd.in/epUfErd9
Hashi Enables Tax‑Free Bitcoin Lending, Bonds, Insurance
Trust minimized Bitcoin lending and bonds, without triggering a tax event, with on-chain Bitcoin denominated insurance. Those are some of the things Mysten Labs promises with Hashi. But how does the team achieve these? In this @Unchained_pod episode @EmanAbio walks me through: 💡...