Bitcoin's Four-Year Cycle
"The four-year (Bitcoin) cycle is dead, or will prove itself dead in 2026. I think there is a number of forces that worked in previous cycles that are not as impactful this time around..." - Ryam Rasmussen from Bitwise on the current crypto market and prices https://t.co/3vQvkDTBWV
CFTC and SEC Accelerate Race to Regulate Crypto
"What's been going on lately at CFTC, it really is sort of showing me that they are trying to push forward and show themselves capable of regulating the space. I feel like it's sort of a race to regulate a little...
Crypto Bubble Debate: Using Skeptical Spouse to Test Assumptions
"Crypto is a bubble - we are hanging out with each other all the time, talking to each other all the time. It's a problem from an advocacy perspective. I have a crypto-sceptic TradFi husband, and I use him all...
Crypto Should Pause Hype, Heed Citadel’s Serious Concerns
"The crypto industry often has knee-jerk reactions to things like this, but I would encourage everyone to take a deep breath and take some of these things seriously. I think there is reasonable stuff in here." - @TuongvyLe12 on Citadel's letter...
Citadel Drives DeFi Oversight as CFTC Clears Spot Crypto
Citadel’s DeFi Oversight Push, CFTC Spot-Crypto Breakthrough & Time to Rethink Security https://t.co/ccC5BYf2zO
400K BTC Exit Exchanges, Tightening Supply Signals Institutional Shift
🔥 LATEST: 400K $BTC Left Exchanges in Past Year as Supply Tightens, Say Santiment Over 403,000 $BTC have left exchanges since Dec. 7, 2024, representing roughly 2% of total supply, according to Santiment. Platform says less coins on exchanges historically...
BlackRock Files Staked ETH ETF as Regulators Ease Crypto Rules
In today’s Unchained Daily newsletter: 🟣 BlackRock’s staked ETH ETF filing lands 🏛️ CFTC opens the door to crypto collateral in derivatives markets 📊 Paradigm calls out a big Polymarket data bug 🧾 Ondo escapes a long SEC probe with...
Ripple Deal Guarantees 10% Annual Return for Investors
Now discussing the Ripple deal with investors where they get guaranteed 10% annual return 👀
Current ETH ETFs Are Fundamentally Flawed
“The current ETH ETFs are a horrible product” — @perkinscr97
BlackRock's ETH ETF, Fed Rate Split, Ripple Cont
BlackRocks Staked ETH ETF, Fed Split on Rates & Ripple’s Controversial Raise https://t.co/lSl89JfXVI
Live Crypto‑Macro Talk: Prediction Markets, Stablecoins, Gas Futures
Tune in at 4:30pm ET to catch Bits + Bips LIVE! @CampbellJAustin, @ramahluwalia, and @perkinscr97 discuss the latest in crypto x macro: prediction markets, the New York Times’ stablecoin article, the OCP Congress report, gas futures, and more. 📺: X,...
HIP-4 May Ignite Hyperliquid Prediction Market Competition
Prediction markets built on Hyperliquid? 🧠⚡ @dschamis explains why HIP-4 could open the door to explosive competition 👇 https://t.co/xrXWbomRQA
ZKSync Lite to Wind Down in 2026
Matter Labs announced that its original zkSync Lite layer‑2 network will be fully wound down by 2026. The zk‑rollup, launched as an early zero‑knowledge solution for payments, swaps and NFT transfers, has been superseded by zkSync Era, which adds EVM...
Jupiter COO Says Vault’s ‘Zero Contagion’ Claim Was Not Fully Accurate
Jupiter’s Chief Operating Officer Kash Dhanda acknowledged that the platform’s earlier claim of "zero contagion" risk for its Jupiter Lend vaults was not entirely correct. The vaults, marketed as isolated, actually allow rehypothecation and recollateralization of deposited assets to boost...
Aztec Raises $59 Million in Token Sale With Uniswap’s CCA
Aztec Network completed a $59 million public token sale using Uniswap’s newly deployed Continuous Clearing Auction (CCA) on v4. The sale attracted 16,741 participants who committed 19,476 ETH, allocating 14.95 % of the total AZTEC supply and valuing the protocol at a $557 million...
Ether Supply on Exchanges Drops to Lowest Level Since Network Launch
Ethereum’s on‑chain data shows exchange balances have slipped to 8.8% of total supply, the lowest proportion since the network’s 2015 debut. The decline reflects a migration of ETH into staking, layer‑2 solutions, corporate digital‑asset treasuries and collateralized positions. By contrast,...
ETH Hits Record Low Exchange Outflows,
In today’s @Unchained_pod Daily newsletter: 🪙 ETH leaves exchanges at record lows as long term holders take over 🧪 Aztec’s token sale showcases Uniswap’s CCA in action 🌐 Jupiter backtracks on “zero contagion” after community pushback 🧩 ZKSync Lite prepares for a final sunset 🎯...
ETH Hits Record Low Exchange Outflows, Long-Term Holders Prevail
In today’s Unchained Daily newsletter: 🪙 ETH leaves exchanges at record lows as long term holders take over 🧪 Aztec’s token sale showcases Uniswap’s CCA in action 🌐 Jupiter backtracks on “zero contagion” after community pushback 🧩 ZKSync Lite prepares...
MSCI May Drop Strategy Index, Shares Could Suffer
Come Jan. 15, MSCI might exclude Strategy from its indexes. 📉 Here's how @VinnyLingham says it would affect shareholders 🗣 https://t.co/WbUfxMIaZQ
Coinbase's Stable Revenue Signals Faster Crypto Equity Maturation
Are crypto equities maturing faster than the market realizes? 🧠📊 Here’s why Coinbase’s “non-volatility revenue” could rewrite the narrative 👇 https://t.co/VHgU1ainwF
Saylor's Firm Flips “Never Sell Bitcoin” Stance
The past week has seen Michael Saylor and Strategy do a 180 on the “never sell your Bitcoin” messaging. 👀 Here's why Mark Palmer says it is just part of the company's evolution 🧐 https://t.co/tlJaixk0tq
TradFi Investors See Value in HYPE at Current Prices
Why are TradFi investors calling HYPE compelling at today’s prices? 👀💥 @dschamis explains the opportunity they see across the entire Hyperliquid ecosystem 👇 https://t.co/EAuRETHyCQ
2026 Bill Could Trigger Altcoin Summer via Regulation
Could a 2026 bill spark the next Altcoin Summer? 🔥🌞 Analyst Owen Lau says regulatory clarity may be the biggest catalyst crypto hasn’t priced in 👀👇 https://t.co/WwxLysmE9u
Preferred Stocks Funding Bitcoin Deemed “Vampiric” By Vinny Lingham
Strategy has churned out several preferred stocks over the past year to raise funds to buy Bitcoin as its mNAV shrinked. While these stocks have been hailed by proponents for providing flexibility, @VinnyLingham says they are “vampiric” 🤯 https://t.co/TI3b16YNO1
Crypto Stocks Diverge From Bitcoin; 2026 Regulation Could Unlock Growth
Crypto stocks ≠ Bitcoin? 📉📈 On this week’s Bits + Bips, host Steven Ehrlich and analyst Owen Lau break down: 🔹 Why fundamentals diverge from BTC 🔹 How Coinbase + Circle are repositioning 🔹 What regulation in 2026 could unlock...
TradFi Titans See Hyperliquid as Next Big Opportunity
Why are TradFi veterans suddenly this excited about Hyperliquid? 🧐🔥 On @bitsandbips, @Steven_Ehrlich speaks with Bob Diamond & David Schamis to dives into: 📈 Cash flow + tokenomics 🧱 Infrastructure + uptime 🏗 The case for HYPE as a major opportunity Timestamps: 🎬 0:00 Intro 🚀 1:05...
HIP-3 Surpasses $5B Volume, Unlocking New Crypto Potential
Hyperliquid's HIP-3 markets have hit $5 billion in volume in just over a month! 🚀 But this may just be the beginning as Taylor Monahan says HIP-3 is “a huge unlock.” #crypto #cryptopodcast #hyperliquid
Kamino Blocks Jupiter Lend, a Costly Mistake
Recently, there has been drama in Solana DeFi land as Kamino has blocked users from using Jupiter Lend. 😬 Here's why @tayvano_ says Kamino is making a mistake 😕 https://t.co/FmPLnvZrqr
Crypto Industry Confronts Surge in Class Action Lawsuits
As more and more class action suits against crypto companies emerge, @kkirkbos says the industry faces a major challenge 🫠 https://t.co/KTu7YG6qxO
Bitcoin Poised for $100K Santa Rally, Bullish Sentiment
Bitcoin set for a return to $100K? Fear & Greed sentiment is lifting. Deribit options show $100K as the most popular December call. Put/Call ratio sits at a bullish 0.37. Crypto traders are betting on a Santa rally. 🎅 Steven...
Judge Rules Kalshi Subject to Nevada Regulations, Case Ongoing
A federal judge recently ruled in favor of Nevada state regulators against Kalshi, deciding that the prediction market is subject to state regulations. 👨⚖️⚖️ But @TuongvyLe12 says the case may be far from over. 🗣️ https://t.co/bNUUUZukP7
Bitcoin Avoids $50K Crash, Traders Eye $100K Rally
1/ 🚨 THREAD: Bitcoin Just Dodged a Potential Drop to $50K — Now Options Traders Bet on $100K Two weeks ago BTC threatened to collapse far below $80K. Now the technical picture has flipped and smart money is positioning for a...
Crypto Crackdown Ends, New Threat Takes Center Stage
Crypto enforcement actions in the U.S. now appear to be a thing of the past under the Trump administration. 🔻🏛 But something more dangerous may have taken the front burner, @TuongvyLe12 says ⚠️ https://t.co/QIVC4kpSig
Strategy's Bitcoin Treasury Model Faces Critical Scrutiny
Is Strategy's Bitcoin treasury model unraveling? 🤔 In this special episode of Unchained, Vinny Lingham and Mark Palmer join Steve Ehrlich to debate: 💡 The impact of Strategy's preferred stocks on common stocks 🧏 The timing of Strategy's cash reserve...
Ethereum Developers Show Growing Market Awareness
Are Ethereum devs now more aware of the market? In this episode of Uneasy Money, hosts Kain Warwick, Taylor Monahan & Luca Netz delve into: 💥 Ethereum's Fusaka upgrade 🧐 The reactions to Infinex's ICO 🚀 Hyperliquid's growing equities perps...
Institutions Flock to Tether when Banks Wobble
Stablecoin fears come and go… but Tether keeps printing. After this week’s discussions, @perkinscr97 says institutions remember one thing: when Silicon Valley Bank wobbled, capital ran into Tether, not out. 👀💸 https://t.co/bBLJ7LioKM
Bob Diamond Lauds Hyperliquid's Flawless, Uninterrupted Market Operations
"To see a market action like that, and buyings like that, and operations like that, and not a single break, not a single second of downtime, feels terrific! I don't know another exchange that can say that." - Bob Diamond about...
Value Outperforms as High‑beta Momentum Fades Across Markets
The high-beta sprint might be over. @ramahluwalia says on @bitsandbips that value is quietly outperforming across markets — not just in crypto. Rotation… or warning sign? 🤔📊 https://t.co/mqgr3N8p05
Value Outperforms, High‑Beta Sprint Likely Ending
The high-beta sprint might be over. Ram Ahluwalia says on Bits + Bips that value is quietly outperforming across markets — not just in crypto. Rotation… or warning sign? 🤔📊 #crypto #cryptopodcast #markets
Blockchain Seen as Finance’s Future, Says CEO
"The blockchain being recognized as the potential future of finance is a real thing" - Bob Diamond, CEO at Atlas Merchant Capital https://t.co/WqqIaWA6qH
Saylor's Bitcoin Buys at Peaks Underperform Gold
"The average cost of Bitcoin for Saylor is $75K, and it is at $92K. For the past 2-4 years, he has made the least returns than Gold and pretty much everything else as it stands today. So it hasn't been...
Bitcoin Strategy Boosts Shareholder Returns, Says Mark Palmer
"First of all, with regard to taking care of common shareholders, if you look at the performance of Strategy shares since the company adopted its Bitcoin acquisition strategy... it's been one of the most successful investment strategies that has ever...
Fundamentals Remain Strong Despite Recent Price Drop
"As human beings, we can dissect and filter out this noise, and use our analysis to make a call if it (the price) is justified at this level. That's why we were quite bullish about a few weeks ago, because...
Traditional Finance Firms Gradually Increase Crypto Exposure
"I actually see a lot of TradFi companies embracing crypto. We saw that Vanguard and Bank of America are opening up their offering to their clients. Maybe over time, you would allocate from 1% in crypto to 5% in crypto." -...
Live Crypto Stocks Showdown: Bull vs Bear on MSTR
LIVE: Crypto Stocks + MSTR Bull–Bear Showdown + Behind the HYPE (DAT) https://t.co/fmPWNpd2GP
Fusaka Upgrade Mirrors Pectra Yet Ships More Easily
On paper Ethereum's Fusaka upgrade has the same EIPs as Pectra but Fusaka was likely easier to ship. 📄🚢 Here's why according to @prestonvanloon 🗣️🤔 https://t.co/LgJR87RFfJ
Fusaka Could End ETH’s Layer‑2 Value‑Extraction Bearish Outlook
One of the biggest reasons analysts were bearish on Ethereum in the past year was supposed excessive value extraction by layer 2s, as the layer 1 effectively provided data availability for free with blobs. This may now be about to change...
Solana Mobile Plans SKR Launch in January
Solana Mobile announced that its native utility token, SKR, will debut in January 2026 as the backbone of the Seeker Web3 phone ecosystem. The token will have a 10 billion supply with a linear inflation model and will release 30 percent of...
Polymarket Opens US App to Waitlisted Users
Polymarket has begun rolling out its regulated U.S. iOS app to users on a waitlist after receiving a Commodity Futures Trading Commission (CFTC) approval order. The launch starts with sports prediction markets, marking the platform’s return following a 2022 ban...
25% of Bitcoin Supply Is Underwater: Glassnode
Glassnode reports that more than a quarter of Bitcoin’s circulating supply is currently underwater, meaning holders are sitting at a loss. The on‑chain data shows the market structure echoing the early‑2022 crypto‑winter setup, with weakening demand across ETFs, spot, and...
