Institutions Favor Ethereum; Tokenization Fuels ETH Surge
Is Ethereum ‘the only game in town?’ In this @Unchained_pod episode, @joechalom & @dannyryan join me to discuss: 💥 Why Ethereum is the preferred blockchain for institutions 📈 What tokenization could mean for the price of $ETH 🛣 Whether L2s still fit into Ethereum's roadmap 🤯 Why they do not see Solana as a strong contender 💫 How AI agents could unlock previously failed use cases. Timestamps: 🚀0:00 Introduction 👀1:11 Why Joseph and Danny say institutions only have eyes for Ethereum 🤔7:01 How does value accrue to ETH as tokenization grows? 🥲11:12 Why Danny refutes the phrasing that Ethereum is “abandoning” the L2-centric roadmap 💡15:00 How institutions are likely to see Ethereum's anticipated upgrades, Glamsterdam and Hegota 💥27:22 Why Joseph sees native privacy features as the next big unlock for Ethereum DeFi 🟦31:39 Why the possibility of Base becoming an L1 blockchain does not pose a risk to Ethereum 🤏34:31 Why Danny and Joseph think Solana doesn't stand a chance against Ethereum 🤖41:07 Why AI agents will choose Ethereum 📈48:34 Why Joseph remains bullish on Ethereum DATs
Debating Insider Trading Legitimacy in Prediction Markets
🥸💰 Should "insider trading" be allowed on prediction markets? Would also appreciate hearing your definition of "insider trading" when it comes to prediction markets 👇
Aave DAO Collapse: Wins for Protocol, Losses for Holders
Can Aave navigate the fallout of the DAO collapse? In this episode of Uneasy Money hosts Kain, Taylor & Luca Netz dig into: 🥶 Why the Aave DAO collapse might be good for Aave — but bad for token holders...
Bitcoin Bottom Near? Experts See Positive Outlook & AI Impact
Is the Bitcoin bottom finally in? In this two part Unchained episode, Will Clemente, Joe Vezzani and Marcus Wu join me to unpack: 📈 ‘Why the outlook for Bitcoin's price is good ⁉️ Why Bitcoin has not acted like digital...
Russia Moves to Formalize Crypto and Stablecoin Rules
Russia is drafting separate legislation for stablecoins, highlighting their "colossal potential" for cross‑border payments amid sanctions. The Bank of Russia proposes allowing banks and brokerages to operate crypto exchanges under existing licenses, with a simplified notification process and a 1%...
Kazakhstan Central Bank to Deploy $350M Into Crypto‑Linked Funds
NEW: Kazakhstan’s central bank is set to invest up to $350M from its reserves into the crypto sector. The strategy targets crypto-linked equities and funds, not direct purchases of digital assets. The program could start in April or May. https://t.co/RlEGwWKYzs
Prediction Markets Threaten Security Like Bloomberg Terminal
A ‘Bloomberg Terminal’ for espionage? In this episode of DEX in the City, hosts @TuongvyLe12, @kkirkbos & Jessi Brooks discuss: ⚠️ Whether prediction markets are becoming a national security concern 👀 Whether alleged programmatic Bitcoin sales by Jane Street qualify as market manipulation ❕️...
DATs Boost ETH Utility, Not Just Price
“I’m very bullish on DATs. Not just because of the price of ETH itself, but because we turn it into a productive asset” Joe Chalom of @Sharplink
Ethereum Powers the Upcoming Agentic Economy
“Agents will do everything for you onchain. The agentic economy is gonna happen where trust and liquidity is. That’s Ethereum” Joe Chalom
Institutions Rarely Ask About Solana, Focus on Ethereum
“I have had hundreds of conversations with institutions. Only once I’ve been asked about Solana” @dannyryan
Privacy on Ethereum Unlocks Institutional Liquidity Cycles
“Privacy WILL be a feature on the Ethereum mainnet And then institutions will bring liquidity And then liquidity begets liquidity”
Institutions Seek Open Neutral Infrastructure, Boosting FOCIL
"Institutions WOULD want FOCIL. They want an open, neutral infrastructure. This is a mega boost for that." @dannyryan https://t.co/1PTN6HaUfE
Vitalik Says L2 Vision Obsolete, Ethereum May Pivot
Vitalik recently wrote that the original vision of L2s “no longer makes sense.” Is Ethereum pivoting? And what does that mean for ETH? https://t.co/1PTN6HaUfE
Bitcoin Rebounds, Proving Market Fit Amid Geopolitical Shock
Bitcoin dropped on the Iran strike news — then bounced back to $70k while gold hit $5,400. Ram Ahluwalia. Austin Campbell, Chris Perkins say that's a signal. Plus: 🤖 Is Anthropic principled and Sam Altman mercenary? 🏛️ Why stablecoin legislation...
Crypto's Long-Term Outlook Better Than Ever, Says Hadick
War in the Middle East. Rate confusion. A stablecoin bill stuck between banks and crypto. And yet: Rob Hadick says the long-term setup for crypto is "as good as it's ever been." Institutional flows, tokenization momentum, DeFi finally showing product-market...
Self-Custody Startup Bron Adds Inheritance Flow Built Around Guardians and MPC
Bron, a self‑custody wallet provider, introduced a Digital Inheritance feature that lets heirs access a deceased owner’s crypto after a mandatory six‑month delay. The system relies on pre‑selected Guardians who verify recipients and uses multi‑party computation (MPC) to reconstruct lost...
SEC Sends Crypto Securities Framework to the White House
The U.S. Securities and Exchange Commission delivered an interpretive framework to the White House on March 3, outlining how certain crypto assets may be treated as securities. Unlike prior staff memos, this commission‑level guidance carries stronger legal weight without requiring a...
Bitcoin Reclaims $73,000 as ETF Inflows and Risk Appetite Return
Bitcoin surged to $73,427, briefly touching $74,000, marking its strongest week in a month. The rally was fueled by $1.1 billion of inflows into U.S. spot Bitcoin ETFs, led by BlackRock’s IBIT with $307 million. Crypto‑linked equities rallied, with Coinbase up about...
Riot Delivers Record Revenue as Mining Industry Feels the Squeeze
Riot Platforms reported a record $647.4 million revenue for 2025, a 72 % increase year‑over‑year, driven primarily by $576.3 million in bitcoin mining revenue and higher hash‑rate output. The company produced 5,686 BTC, up from 4,828 the prior year, but its average cost to...
Nasdaq Eyes Prediction Markets With SEC Filing
Nasdaq has submitted an SEC filing to list Outcome Related Options, binary contracts priced between one cent and one dollar that let traders bet on yes‑no outcomes. The first products would track the Nasdaq 100 and its micro version, offering all‑or‑nothing...
Senate Advances Housing Bill With Temporary CBDC Ban
The U.S. Senate advanced the bipartisan 21st Century ROAD to Housing Act with an 84‑to‑6 vote. The 303‑page legislation includes a provision that prohibits the Federal Reserve from creating a central bank digital currency (CBDC) until Dec. 31, 2030. The bill carves...
On-Chain Equity Markets Are Clunky, Illiquid, and Unscalable
“I’m relatively bearish on the current state of spot equity markets on-chain… it’s some sort of SPV… and during off periods you can’t necessarily redeem. There are dislocations… it’s very clunky and it’s really hard to scale.” https://t.co/oUCYvsGuLW
Crypto's Long-Term Outlook Is At Its Strongest Ever
“The long-term outlook for the broader crypto ecosystem right now is probably as good as it’s ever been.” https://t.co/yafvqpdL7y
Crypto Bets Risky Amid Fragile Equity Market Outlook
“It’s very obvious that there’s a lot of fragility in the market… and it’s very hard to bet on crypto if you think that the equity market might take a real bath here.” https://t.co/oUCYvsFWWo
Bitcoin Shows Signs Of
“There’s some conversation to say, ‘Bitcoin is a store of value’… but Bitcoin hasn’t traded that way for months. So I think it’s positive that maybe it did have that correlation.” https://t.co/yafvqpdL7y
Crypto Stands Strong While Global Stocks Decline
“Over the weekend, we actually saw crypto hold up pretty well, surprisingly — despite the fact that global equity markets were all down overnight.” https://t.co/yafvqpeiX6
Bitcoin Reaches Mainstream Awareness, Crossing Public Rubicon
"Bitcoin has crossed the Rubicon in terms of broader public consciousness and understanding. That's a major accomplishment." @ramahluwalia https://t.co/yafvqpdL7y
Corporate Chains Uncertain: Skepticism Over Their Viability
Tushar Jain doesn't think corporate chains are going to make it I have seen many of these come and go and think this is the only time they look somewhat viable — but not a sure thing. What do you...
Myers Predicts Strikes, Reveals Markets' Critical Blind Spot
The strikes happened. Charles Myers laid out exactly what was coming — and now he’s the person to tell you what markets are still getting wrong. Steven Ehrlich sat with him hours before it happened. His full breakdown of what...
Solana’s Tech Is Sufficient for Short‑term Institutional Adoption
Solana has a number of tech innovations in the works. but tech may not matter all that much for institutional adoption in the short term, Mike Ippolito says “Solana is good enough for the time being,” he says I don't...
Robinhood Chain Introduces Native Stock Token, Unlocking New Apps
“We're probably the first chain to launch with the stock token as part of the native part of the chain itself,” Robinhood's Seong Seog Lee says. I am really interested to see what type of applications this unlocks. Are you...
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...
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
