Extra Users Outvalue Cash on Company Balance Sheets
"The thinking is that, at some point, having an extra dollar on the balance sheet is less useful for the company than acquiring an extra user." - Jason Pagoulatos on World Coin model https://t.co/EXt25W50Xq
ZEC Behaved Like an On-Chain Coin During Rally
"It ( $ZEC ) effectively traded like an onchain coin for most of its initial rally, which, I thought, was really interesting. I was kicking myself for not recognizing that earlier." - Jason Pagoulatos https://t.co/EXt25W50Xq
Post‑Hype TVL and Volume Surge Confirms Product‑Market Fit
"After ( $HYPE ) TGE, you actually saw TVL continue to increase. You saw trading volumes continue to increase, which clearly demonstrated product market fit, organic traction, etc." https://t.co/EXt25W50Xq
HYPE Praised for Strong Protocol and Business Fundamentals
"I really like $HYPE just from a protocol perspective, a fundamental business perspective." - Jason Pagoulatos https://t.co/EXt25W50Xq
Early Bull Faith in BONK/SOL Fails as Market Shifts
"I could just own $BONK with faith back in 2023 and 2024, because I knew the bull market was very early. I knew $SOL was going to go up, and I didn't need any other justification to hold this other...
Oct 10 Market: No Winners, All Suffered Losses
"Everybody lost on 10/10 (Oct. 10) - nobody won. Shorts didn't really win. Longs didn't really win. Dip buyers didn't really win." https://t.co/EXt25W50Xq
Losing Two Key Buyers Drives Bitcoin, Gold Dislocation
“When you remove two of these structural buyers off the market, it's kind of easy to understand or explain the dislocation in Bitcoin and gold over this 3, 6, 8-month period or whatever.” - Jason Pagoulatos https://t.co/EXt25W50Xq
2024 Market Lacks 2020 Liquidity Surge,
"It's not a market that we saw in 2020, where we just have massive liquidity stimulus, injections, and every alt coin on your watch list is up 10, 15, 20%." https://t.co/EXt25W50Xq
Crypto Cycles Now Hampered by Lingering Liquidity Headwinds
“Past cycles have been driven by bigger trends outside of crypto, namely liquidity-based trends. And right now, we're starting to see a lot of those headwinds that have been present for the last year or so.” - Jason Pagoulatos on the four-year...
Bitcoin's Price Action Mirrors Past Four-Year Cycles
“Price action does look eerily similar to past cycles. When you look at technicals or market structure, you have similar double peaks; long-term momentum indicators have started rolling over.” - Jason Pagoulatos on the four-year bitcoin cycle https://t.co/EXt25W50Xq
2025 Crypto Year: Unexpected Peaks, Crashes, and Policy Shifts
2025 was not the year the crypto industry expected. In this final installment of Unchained's year in review episode, @0xdoug and @GwartyGwart join me to look back on: 📝The passage of the GENIUS Act 📍 https://t.co/MVHhkv0DqD's ICO 📈 Bitcoin's peak in downtober 🫣 The “10/10”...
2025 Crypto Year: Peaks, Crashes, and Legislative Shifts
2025 was not the year the crypto industry expected. In this final installment of Unchained's year in review episode, Doug Colkitt and Gwart join me to look back on: 📝The passage of the GENIUS Act 📍 pump.fun 's ICO 📈...
Altcoins Set for Negative Returns as TradFi Dominates 2026
For 2026, @CampbellJAustin predicts that altcoins (everything but bitcoin and ETH) will give negative returns while TradFi captures most of the value in crypto 😮
Warning: Potential $2 B North Korean Hack Looms
"I'm concerned we'll see the mother of all hacks next year ... greater than $2 billion in size ... by our friends in North Korea." -- @perkinscr97
Big Brands Like Amazon May Launch Their Own Stablecoin
For @bitsandbips 2026 predictions, Coinbase's John D'Agostino starts off the episode by predicting that a major company like an Amazon or Disney will issue its own stablecoin ... 👀
Crypto's Wildest Year: Politics, Memes, and Unexpected Hijacks
The wildest year in crypto? In this first installment of a two part @Unchained_pod special, @0xdoug and @GwartyGwart join me to recount: 🤧 How Trump and Melania played the trenches 🫠 Crypto’s best Hayden: emissary to world leaders 😅 How...
2025: Crypto’s Wildest Year of Memecoins and Scams
Memecoins, Scams, and Survivors: Was 2025 Crypto’s Weirdest Year Yet? https://t.co/ErOm3aVggq
TradFi Backs Crypto Bill, Shifting Policy Landscape
How Even TradFi Wants to Pass the Crypto Market Structure Bill On this 🧑🎄 episode of DEX in the City, @TuongvyLe12, @kkirkbos & Jessi Brooks break down: 🏦 How TradFi now BACKS the crypto bill 🗓️ Why January isn’t just another markup 🏛️ What...
Crypto Faces Growing Competition From Alternative Investments
I have a show coming out next week that touches on a lot of points he made here (about other types of investments competing with crypto). @ramahluwalia @perkinscr97 and @John1wu touched on this in this week’s @bitsandbips as well I think...
Social Engineering, Not Code, Drives Crypto Hacks
Are humans the vulnerability? 🤔 In this @Unchained_pod episode, @PabloSabbatella and @isaacpatka join me to break down: 🫠 How social engineering has become the primary driver of crypto exploits 😬 How the North Korean IT jobs scheme has evolved 💡 Why the Bybit attack...
Crypto's 2026 Breakout: Tokens, Equity, and Stablecoin Shift
Is crypto setting up—or still unfinished? 🤔 On @bitsandbips, @ramahluwalia, @perkinscr97, and @John1Wu debate: 📉 Has the market washed out enough? 🔄 What actually brings momentum back 🈸 The token vs. equity drama 💱 Robinhood vs. Coinbase: who will win in super apps? Timestamps: 🎬 0:00 Intro 📉...
Crypto.com to Hire In-House Market Maker for Prediction Markets
Crypto.com announced it will build an internal market‑making team to support its new prediction‑market offering, hiring a quant trader to trade contracts tied to sports outcomes. The firm emphasized that the in‑house market maker will not use proprietary data or...
Hack Exposed: Industry Must Own Bad Actor Abuse
.@jillgun was hacked for $30k, but she didn’t want to hide it from regulators at the SEC roundtable. The industry needs to also admit to their abuse by bad actors 👀 https://t.co/ZQhVTNPcx3
Crypto Leaders Must Own Breaches, Not Conceal Them
Jill Gunter was hacked for $30k, but she didn’t want to hide it from regulators at the SEC roundtable. The industry needs to also admit to their abuse by bad actors 👀 #crypto #cryptopodcast #privacy
Legacy Banks Go On‑chain, Privacy Becomes Crucial
Legacy financial institutions are rushing to onchain. 🏃♂️ Privacy is going to be critical to their operations, @kkirkbos says on DEX in the City: https://t.co/6t7jjWaVJj
Legacy Banks Go On‑Chain, Privacy Becomes Essential
Legacy financial institutions are rushing to onchain. 🏃♂️ Privacy is going to be critical to their operations, Katherine Kirkpatrick Bos says on DEX in the City: #crypto #cryptopodcast #privacy
Pick a Custody Provider With Proven Track Record
"If you have to go with a custody provider for setting up some long-term account for future inheritance of your grandchildren, maybe go with a company that's been around for five years, or have a really good reason for going...
Verify Employee Crypto Wallets to Prevent Illicit Transfers
"For example, you are paying your employees in some (crypto) address, have those addresses checked with tools like Chainalysis or TRM and also check where those funds are being sent. If you are hiring someone who's Canadian and lives in...
Crypto Threats Shift From Code Bugs to Operations
"We have moved away from smart contract hacks, as the industry has gotten so much better at that, but much more towards the operational side of the industry." - Isaac Patka discussing the crypto interview call hacks https://t.co/KVrO57RM8M
Crypto Seeks External Respect, Rejects Corruption Perception
"We need to make sure that the people outside this echo chamber (crypto circle) respect our industry as much as we respect it, and they don't see it as corrupt." https://t.co/KVrO57RM8M
Traditional Finance Backs, Not Opposes, Crypto Bill
"TradFi is not trying to kill this bill. In fact, a lot of TradFi industries are supporting the bill." - Katherine K. Bos discussing the Crypto Market Structure Bill https://t.co/KVrO57RM8M
BlackRock's Top Profit Driver: Bitcoin ETFs
"They (BlackRock) mentioned that their single most profitable product line is Bitcoin ETFs. Just think about it - it's BlackRock. It's shocking how far we have come." - @kkirkbos about how the crypto industry is profitable for traditional markets. https://t.co/KVrO57RM8M
Should “Crypto Is Dead” Prompt a Policy Rethink?
"If what he's saying is true, should that change our approach to crypto policy? and how?" - Vy @DEXintheCityPod discussing the 'Crypto Is Dead' article. https://t.co/KVrO57RM8M
Crypto Is the New “Internet Stock” Hype
"It's (current status of crypto) very much like when stocks used to be called 'internet stocks' with the advent of the internet... Obviously, that label fell away, and ultimately, they were just stocks" - Katherine K. Bos on @DEXintheCityPod https://t.co/KVrO57RM8M
Big Banks Outpace Crypto in Blockchain Innovation
Are banks beating crypto at blockchain innovation? 😬 @mcagney says the big banks are now the disruptors https://t.co/AZbLO2aJgc
Regulators Pivot: Security Now the Biggest Risk
Regulation Shifts as Security Becomes the Real Risk https://t.co/KVrO57RM8M
Justin Sun’s Locked WLFI Tokens Lose $60 Million in Value: Bubblemaps
Justin Sun’s locked World Liberty Financial (WLFI) tokens have lost roughly $60 million in paper value since September, after the project blacklisted 272 wallets for security concerns, including one tied to Sun. The blacklist freezes Sun’s holdings, preventing any movement of...
Super‑app Hype Meets CLARITY Act Uncertainty for Coinbase
The super apps ARE HERE, says @ramahluwalia But @John1wu cautions, "with the CLARITY Act, it's not clear Coinbase can be everything for everyone..." https://t.co/p8RfMmGIun
Stablecoins Become the New Net Interest Income
"Stablecoins are the NEW net interest income." -@perkinscr97 We are LIVE now https://t.co/p8RfMmGIun
Prediction Markets May Not Boost Crypto Value
"Prediction markets don't necessarily accrue value to crypto" @perkinscr97 on @bitsandbips https://t.co/p8RfMmGIun
Bitcoin's Cash Flow Traced Back to MicroStrategy
"Even #btc had a cash flow story... thanks to $MSTR " Ram on @bitsandbips https://t.co/p8RfMmGIun
DATs Are a Long‑term Conviction, Not a Quick Trade
A lot of DATs’ mNAVs are way below 1, but cheap crypto stocks don’t mean quick profits ⏳ Here’s why @Steven_Ehrlich thinks buying DATs is a long-term conviction bet, not a short-term trade 👇 https://t.co/nh2OC49LJB
BTC Expected to Outperform 2025 as Cycle Ends
How will BTC do in 2026? "I think it's gonna be better than 2025 and that the 4-year cycle is over" @John1wu, president of Ava Labs, on @bitsandbips https://t.co/p8RfMmGIun
Assessing Whether It's the Right Moment for Digital Assets
Is now the time to buy digital assets? https://t.co/p8RfMmGIun
Gold Surges to $4,400 While Crypto Stumbles
Gold Hits $4,400 as Bitcoin Lags, TGEs Fail & Coinbase Expands: Bits + Bips https://t.co/p8RfMmGIun
Mainstream Adoption Threatens Crypto Natives' Relevance
Crypto is going mainstream. But for crypto natives, that could mean being left behind, @DougieDeLuca says. 🤯 https://t.co/V3rkcTLMfX
Crypto Firms Must Embrace Platforms Beyond Twitter
As the crypto industry targets a much broader audience, companies need to adapt their strategies❕️ @DougieDeLuca suggests that the first step is “acknowledging there's a social media world beyond crypto Twitter.” 💥 https://t.co/XhxruNauAq
Accountability Needed: Controversial Figures Shouldn't Return Unchecked
Less than six months after the MOVE controversy, Rushi Manche is raising again. Taylor Monahan: “I just wish that when someone royally screws up and screws over everyone that they wouldn't be able to come back.” ❌ #crypto #cryptopodcast #leverage
Bitcoin’s Demand Boom Is Fading: CryptoQuant
On‑chain research firm CryptoQuant says Bitcoin’s demand boom is fading as the third wave of spot demand rolls over. The rally, driven by U.S. spot Bitcoin ETFs, the presidential election outcome, and corporate treasury purchases, has lost its catalysts, eroding...
Leverage on Polymarket: Insane Hype over Tiny Market
People are building leverage on top of Polymarket. @kaiynne’s reaction: “pure insanity.” @gdog97_ adds a reality check on just how small the market actually is 👇 https://t.co/yjK5OFF0Ni
