Quantum Leap: 10k Atomic Qubits Threaten Crypto Security
From “millions of qubits” to ~10,000 atomic qubits. That’s a major shift. What does it mean for Bitcoin, Ethereum, and cryptography? We break it down live. https://t.co/OMA9HmxIQs
Utility‑Scale Quantum Computing Is Coming, Not Instantly
"It is becoming clear how to build a utility scale quantum computing, capable of many applications. Cryptography is just one of those. But it's highly UNLIKELY this happens overnight" - Dolev Bluvstein https://t.co/OMA9HmxIQs
Quantum Leap Brings Excitement and Cryptographic Risks
"It's clear we are crossing a moment. It's exciting. We'll be able to use quantum computers. But it's CONCERNING too, because it'll be cryptographically relevant." Dolev Bluvstein https://t.co/OMA9HmxIQs
Quantum Leap Could Accelerate Crypto's Existential Threat
A new quantum breakthrough may have cut the timeline dramatically. On Unchained, Alex Pruden and Dolev Bluvstein join me to discuss: ⚛️ When quantum becomes a real threat 🔐 What breaks first in crypto ⏳ Whether we’re already behind https://t.co/OMA9HmxIQs
Regulated Giants Choose Private Canton Over Permissionless Chains
"Goldman's on Canton. DTCC is on Canton. There's a reason they're moving there rather than permissionless blockchains. It would be very hard for a regulated institution with trillions of dollars to connect to a permissionless chain right now." — Jessi https://t.co/OMA9HmxIQs
Canton’s Design Claim Faces Skepticism over Regulatory Justification
"Canton is making a design choice — but claiming it's required by regulations. I'm very skeptical of that." — @TuongvyLe12 on @DEXintheCityPod https://t.co/LVOy35zOxM
Stablecoins: Permissioned Blockchains' Most Successful Use Case
"The most successful use case of blockchains, I would argue, is stablecoins — and stablecoins are a very permissioned product. That's why they've been so successful." — @_ryne_miller on @DEXintheCityPod https://t.co/OMA9HmxIQs
Operator Trust Model: Hidden Risk for Investors
"Canton's trust-in-the-operator model is presented as a feature. Every investor on the other side of a trade should be looking at it as a risk." — @TuongvyLe12 on @DEXintheCityPod https://t.co/OMA9HmygG0
Companies Embrace Prediction Markets, Outpacing Crypto Trading
"I just added prediction markets into our company policies. People are trading these constantly — even more so than crypto these days." — Jessi Brooks on @DEXintheCityPod https://t.co/OMA9HmxIQs
GCs Must Extend Insider Trading Policies to Prediction Markets
"If it wasn't already clear: if you're a GC, you should be amending your insider trading policies to cover employees' participation in prediction markets." — @TuongvyLe12 on @DEXintheCityPod https://t.co/LVOy35zOxM
Anti‑fraud Rules Will Soon Challenge Employer‑sourced Market Trades
"There's a lot of anti-fraud guidance that would give me pause if I was trading prediction markets on information I got from my employer. We're going to see this play out in cases for sure." — @_ryne_miller on @DEXintheCityPod https://t.co/LVOy35zOxM
ZK Debate: Invisible Failures vs Redundancy—Canton vs Community
ZK debate just went nuclear. “Fails invisibly” vs “just add redundancy.” Canton vs. everyone else Who’s right? https://t.co/6eQLOwwmn9
Bitcoin's Resilience Tied to STRC Strategy, Not Fundamentals
"Bitcoin has been holding up well. But just for one reason: Strategy's STRC. This is not a healthy bid." @ramahluwalia https://t.co/6eQLOwwmn9
Stop Chasing Dips; Adopt a Defensive Portfolio
People keep buying the dip of the dip. But @ramahluwalia thinks they are wrong. It's time to be defensive with your portfolio, he says. https://t.co/PMWscZMbTn
Prioritize Modest Size and Cash Reserves over Heroics
"You should stay small and have excess cash. This is not a market to be the hero." @ramahluwalia https://t.co/6eQLOwwmn9
S&P Could Drop $6,000 to Liberation Day Lows
"The downside can be around $6,000 in the S&P. That would take you to 'Liberation Day' lows." @ramahluwalia https://t.co/6eQLOwwmn9
Markets Tumble: Is War Driving Deeper Correction?
5 straight down weeks. S&P -7% YTD. Nasdaq in correction. Is this just war… or something bigger? https://t.co/PMWscZMbTn
Trump’s Exit From Iran: Potential Fallout Explored
What would happen if Trump were to say "ok, we're done. We'll leave Iran"? https://t.co/yInQSNy76L
Rising Oil Prices Strain Fragile Domestic Economy
"Oil prices are putting a lot of pressure on the 'already weakened' domestic economy" - @perkinscr97 https://t.co/6eQLOwwmn9
10‑Year Yield Breach: Will Geopolitics
If the 10Y breaks 4.5%… does geopolitics change? Or does policy get forced to change first? https://t.co/yInQSNy76L
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
