Base’s Exit Reveals L2 Tokens’ Reliance on Top Users
When Base said it would leave the Optimism Superchain, it took 98.5% of Superchain Network REV with it. In this analysis, we break down the graduation trap: why L2 infrastructure tokens are structurally exposed to their own best customers, and why things could be different for ARB as Robinhood builds on Orbit. https://lnkd.in/eFgkjTKx
Token Incentives Fail: Aave's Grim Outlook & Ethereum's Strawmap
Are tokens broken? In this episode of Uneasy Money, hosts Kain Warwick & Taylor Monahan are joined by Namik Muduroglu to discuss: 🤔 What is wrong with token incentives 😪 Why a happy ending no longer seems likely for Aave...
Crypto's Bull Runs Powered by Speculation, Not Fundamentals
"Bitcoin has a big future. I'm optimistic about stablecoins. But crypto doesn't trade on fundamentals. They just have incredible moments of bullishness and very painful periods of correction. Speculative money drives the bull runs, not fundamentals." https://t.co/7JWBwOb7D4
Global Investors Turning Bearish, Urging “Sell America”
A theme that @myers_nyc is seeing amongst investors globally? "Sell America." "I've never seen sentiment this bearish toward the United States." https://t.co/iJAlPoLTTE
For L2 Tokens, Will Robinhood Be to Arbitrum What Base Was to Optimism?
Coinbase’s Base departure from the Optimism Superchain erased roughly 94% of Optimism’s daily commission revenue, exposing the fragility of L2 token economics tied to a single partner. While Optimism secured a genuine win with EtherFi’s migration from Scroll, the added...
Vitalik Buterin Lays Out Quantum Defense Plan for Ethereum
Ethereum co‑founder Vitalik Buterin announced a comprehensive “quantum roadmap” to protect the network from future quantum‑computing attacks. He identified vulnerabilities in validator and wallet signatures, data availability, and certain zero‑knowledge proofs. The plan recommends swapping current signature schemes for hash‑based, quantum‑resistant...
Solana's 2024 Catalysts: Prop AMMs, AI Agents, Hyperliquid
What will be Solana's catalyst this year? In this Unchained episode, Tushar Jain & Mike Ippolito join me to unpack: 💡 How prop AMMs and application-controlled execution are helping Solana compete in DeFi 🤔 Whether Solana can take on with...
Early DAT Token Purchases Signal Inevitable Project Failure
DATs buying tokens before they even start trading. Omid Malekan (@malekanoms) verdict? 💀 "From that moment on, I just concluded this project will definitely fail." https://t.co/pXNQkgmcif
Ethereum Researchers Outline Seven Forks Through 2029 in New “Strawmap”
Ethereum Foundation researcher Justin Drake released a draft roadmap, dubbed the “strawmap,” outlining seven protocol forks through 2029, roughly one every six months. The plan envisions accelerating block times from the current 12 seconds down to as low as two...
Bitcoin Rebounds as ETF Inflows Return, Jane Street Speculation Swirls
Bitcoin surged toward $70,000 on Wednesday before easing, while ether, Solana and other altcoins outperformed, indicating renewed risk appetite. U.S. spot Bitcoin ETFs recorded a massive $507 million single‑day inflow, the biggest since early February, turning weekly flows positive after five...
Crypto Proves Vital as Traditional Finance Falters
I found the conversation on @bitsandbips this week quite clarifying. @ramahluwalia @austincampbell @perkinscr97 and @malekanoms covered a lot of ground. 💥 Why BTC broke below $63k ☠️ The DAT debate gets real: spiral or floor? (and Omid owns his earlier hype 😅) 🌍 Crypto...
Drafting Solana Constitution to Center Governance on Real Issues
"I'm working on the Solana Constitution. So next time we have a governance debate, we can focus on the actual issues." Tushar Jain https://t.co/CJcMhLr945
From Fear to Certainty: Industry Will Survive Bear Markets
"In past bear markets, I did fear if the industry would not exist at all Now? I don't fear that at all There's 0% chance that the industry's gone." https://t.co/CJcMhLrGTD
Solana Poised as Go‑to Platform for Trading Startups, Says Zora
"When the next entrepreneur has a trading-related idea, they are going to do it on Solana. A powerful proofpoint? Zora." @MikeIppolito_ https://t.co/CJcMhLr945
Firedancer Boosts Solana's Credible Neutrality Leap
"Credible neutrality really matters. Goldman Sachs will never settle on a JPMorgan Chain. And Firedancer delivered a quantum leap in credible neutrality for the @solana ecosystem." Tushar Jain https://t.co/CJcMhLr945
Scalability No Longer the Ultimate Competitive Edge
"Scalability is not a game changer anymore. It's not the panacea it used to be." Tushar Jain https://t.co/CJcMhLr945
Base Already Rivals Ethereum by Moving Transactions Off‑Chain
"Base is ALREADY a competitor to Ethereum Every transaction that happens on Base, is a transcation that's not on the L1." - Tushar Jain https://t.co/CJcMhLr945
Solana's Fundamentals Outshine Current Price, Says Tushar
"Ignore price, and Solana is in a better place than it has ever been" - Tushar $SOL https://t.co/rV1yQXFQna
Ethereum's Scalability Limits Trading; Solana Gains Edge
"Ethereum has scalability challenges. And they are SO substantial that it can't be competitive on trading applications. And if you don't have those, you won't have borrow/lend markets. That's where Solana has an advantage" @tusharjain from Multicoin https://t.co/rV1yQXFQna
Ethereum's L2 Missteps Corrected by Ecosystem Self‑adjustment
"Ethereum was very misguided for years (L2 centric roamdap) I'm just glad to see the ecosystem could self-correct." @tusharjain from Multicoin https://t.co/CJcMhLr945
Chains Lose Their Claim as Truly General-Purpose Tools
"This is the year when we stop talking about chains as being truly general purpose." @MikeIppolito_ https://t.co/rV1yQXFQna
Technical Roadmap Is Solana's Top Priority, Says Tushar
"The technical roadmap is the #1 thing we need to think about with regards to Solana" - Tushar from Multicoin https://t.co/CJcMhLr945
Ethereum Thrives as Old Guard Fades, New Generation Rises
" Etheruem is in such a strong place. I'm greateful for Ethereum leadership The old guard is being nuked A new generation is emerging" @NamikMuduroglu https://t.co/rV1yQXFQna
Bitcoin Rebounds, Briefly Tops $66,000 During Trump Speech
Bitcoin surged above $66,000 during President Trump’s State of the Union address, rebounding from a $64,000 level after a week‑long dip to $62,803. At 5:45 am ET the cryptocurrency traded around $65,403, while Ether hovered near $1,913. The rally coincided with Trump’s...
SEC Exemption Boosts Confidence, Not Immediate Prices
"The SEC innovation exemption may not translate into higher prices in the short term. But it gives investors CONFIDENCE. It says the industry is here for the long-term." https://t.co/FZZs6V5xGq
Market Makers' Confidentiality Duty Under Scrutiny in Terra-Jane Lawsuit
"What's interesting about the Terra-Jane Street lawsuit: How much duty do market makers have to the platforms they work with to keep information confidential?" https://t.co/FZZs6V5xGq
Robinhood Chain Embeds Tokenized Assets N
"By making tokenized assets a native part of the chain, devs will make it native part of the applications on the Robinhood Chain" https://t.co/JXKHxOQebE
Simplifying Access to Tokenized Stocks for Everyone
"We are making it easy for people to get access to tokenized stocks, so people can build with it." https://t.co/FZZs6V5xGq
Testnets Essential for Identifying Legal Risks, Says Robinhood Counsel
"From a legal perspective is very helpful to have a testnet, so we can understand what the risks are and what we need to mitigate. " Robinhood Crypto's Deputy General Counsel Coy Garrison https://t.co/JXKHxOQebE
Robinhood's Crypto Strategy, Terra Lawsuit, SEC Innovation Exemption
UP NEXT, DEX in the City @kkirkbos and Jessi Brooks sit down with Coy Garrison and Seong Seog Lee to unpack Robinhood’s crypto approach, followed by Terra litigation and the SEC’s innovation exemption. 🔍 Come join us! https://t.co/JXKHxOQebE
Crypto Rises as Institutional Trust Collapses, Grifters Aside
"When trust in institutions breaks down, that's where crypto comes into play, that's the thesis... despite all the grifters." @perkinscr97 https://t.co/HQdpsQuAEM
Liquidity Shift Could Spark Next Market Surge
"We are about to go through March Madness. What can lead to the next leg up is a change in the liquidity picture." https://t.co/HQdpsQv8uk
Markets Hitting Bottom, Recovery on the Horizon
"I think we are bottoming. We are gonna move past it, not sure when, but we are getting there." @perkinscr97 https://t.co/HQdpsQuAEM
DATs Buying Locked Foundation Tokens Sparks Outrage
"What's most outrageous about DATs was when they started buying locked tokens from foundations." https://t.co/HQdpsQuAEM
Admitting My Role in Sparking DAT Mania
"I might have contributed to the DAT mania." @malekanoms says he was naive 😅 https://t.co/JNdNP1mbYs
Potential Local Market Bottom Emerging Now
"There could be a local bottom just now" - @ramahluwalia on Bits + Bips https://t.co/SDHMzBH8aD
Seeing Value in DATs Could Stop Death Spiral
"When people like ME see value in DATs, that's when the death spiral could stop..." - @ramahluwalia https://t.co/JNdNP1mbYs
Eastworld Labs: Accelerating AI Agents and Human Interaction
The next frontier for AI Agents? In this Unchained episode, Jansen Teng joins me to break down: 🧏♂️ What Virtuals’ new AI accelerator Eastworld Labs is 💡 How Eastworld Labs fits into Virtuals’ story 🚀 How the accelerator benefits $VIRTUAL...
SEC Quietly Eases Capital Rules for Stablecoins
The SEC’s Division of Trading and Markets issued guidance allowing broker‑dealers to apply a 2% haircut to proprietary holdings of payment stablecoins when calculating net capital. Previously many firms used a 100% haircut, effectively excluding stablecoins from regulatory capital. By...
Bitcoin Dips Below $65,000 as Tariff Uncertainty Weighs on Risk
Bitcoin slipped below the $65,000 mark, briefly touching $64,300 before rebounding to around $66,355. The broader cryptocurrency market shed roughly $100 billion in market value within 24 hours, reflecting fragile macro sentiment amid U.S. tariff uncertainty. U.S. spot Bitcoin ETFs recorded five...
AI Audits Could Accidentally Hack DeFi Platforms
Imagine waking up to find your AI agent has hacked Uniswap v3. 🤣 Kain explores potential mishaps that could arise from AI-driven crypto audits 👇 #artificialintelligence #crypto #openclaw
Crypto's Branding Crisis Revealed by Degen Harassment
.@tayvano_ says crypto has a branding problem and I agree 😪 Watching degens harass Peter Steinberger it was pretty clear why normies don't like us 😭👇 https://t.co/XpoqyLHQMx
Bitcoin Could Be Quantum‑proof with Just Two Steps
“Only two steps” required to make Bitcoin quantum-resistant? In this @Unchained_pod episode, @TheBlueMatt joins me to discuss: ❌ Why he thinks Nic Carter is wrong about the quantum threat to Bitcoin ⛔ Why he disagrees with Nic on his ranking of Bitcoin’s most...
Hidden AI Infrastructure Offers Superior Risk-Adjusted Returns
Here's something I keep coming back to about the AI boom: the most visible layer of a capital cycle is rarely where the best risk-adjusted returns show up. Hyperscalers are spending $700 billion+ on AI infrastructure this year. The Mag...
Choosing the Right Blockchain: Lessons From Base, Zora
Is Base making the right choice? In this episode of Uneasy Money, Bryan Pellegrino joins hosts Kain Warwick, Taylor Monahan to dive into: 👀 Base's shocking decision to leave the OP Stack and Zora's move to Solana 😬 How Anthropic...
White House Talks Make Progress on Stablecoin Yields but No Deal Yet
Negotiations between banks and crypto leaders advanced during the White House’s third closed‑door meeting, but the core dispute over stablecoin yields remains unresolved. Industry representatives described the dialogue as constructive, emphasizing a need for consumer protection and U.S. competitiveness. The...
SBF's Persecution Claim Signals Bigger Crypto Risks
Of course he's back. 🥲 SBF is now claiming political persecution — and as tired as I am of hearing about him, @TuongvyLe12's point about what this actually means for crypto is worth paying attention to 👇 https://t.co/soc0OiOz4x
Q‑Day Could Force Bitcoin to Enlarge Block Size
"When Q-day arrives... in the worst case, you could increase block size" 😱 #Bitcoin https://t.co/YkrNQk3AEv
Quantum Fears Can't Explain BTC's Drop, Says Corallo
To the people who say that BTC is down almost 50% from ATHs due to quantum... Matt Corallo says, "If that were true, ETH would be up massively." https://t.co/YkrNQk3AEv
BlackRock Lacks Incentive to Replace Bitcoin Developers
.@nic_carter said BlackRock would fire Bitcoin devs and put their own. Matt Corallo responds: "They are a stakeholder. But they haven't materially contributed (if at all) to Bitcoin development. BlackRock doesn't have an incentive to fire anyone." https://t.co/YkrNQk3AEv