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šŗ YouTubeĀ
š§ Podcast ā Apple Podcasts, Spotify, Pocket Casts, Fountainš¦ X / TwitterĀ
Last weekās macroeconomic data came with a twist: a massive job downward revision from the Bureau of Labor Statistics. But is it a recession signal, or just statistical noise?
In this episode of Bits + Bips, Ben Werkman, chief investment officer at Swan Bitcoin, joins hosts Ram Ahluwalia, Noelle Acheson, and Steve Ehrlich to examine why markets shrugged off the data, and what it means for crypto. The panel also discusses:
Whether markets are mispricing macro risk
How Strategyās latest capital raise may reflect rising treasury company risk
The future of tokenized equity and how Coinbase could unlock private market value
New regulatory signals suggesting the U.S. may allow banks to hold crypto
The rise of āsuper appsā blending payments, trading, and custody
Thank you to our sponsor!
Mantle
Hosts:
Ram Ahluwalia, CFA, CEO and Founder of Lumida
Noelle Acheson, Author of the āCrypto Is Macro Nowā NewsletterĀ
Steve Ehrlich, Executive Editor at Unchained
Guest:
Ben Werkman, Chief Investment Officer at Swan Bitcoin
Links:
Macro
BLS Drama
CNN: Trump says the Bureau of Labor Statistics orchestrated a āscam.ā Hereās how the jobs report really works
NYT: Big Downward Jobs Revisions Could Be a Warning Sign for the Economy
CNBC:Ā
'The revisions are hard evidence': White House struggles to justify firing of BLS chief over weak jobs numbers
Trump fires commissioner of labor statistics after weaker-than-expected jobs figures slam markets
Ā PCE
Reuters: US inflation warms up in June as tariffs boost some goods prices
TariffsĀ
NYT: Trumpās Tariffs Are Making Money. That May Make Them Hard to Quit.
FT: Donald Trump to raise tariffs on India over Russian oil purchases
CNBC: EU will delay planned U.S. tariffs for six months to allow for trade talks
Crypto earnings season
Coverage of $COIN and $MSRT on Bits + Bips:Ā
Strategy Had a Massive Quarter: Impressive Numbers, But Are They Sustainable?
Coinbase Missed Earnings, But the Bull Case Is Still Intact, Analyst Says
Unchained articles:
Coinbase Veered From Its Neutral Stance With Base. Could That Bet Go Wrong?
How Michael Saylor Plans to Ensure Strategy Keeps Its Bitcoin Forever
Coinbase Expands Into Tokenized Stocks and Prediction Markets
How Robinhood's New Crypto Strategy Could Help Its TradFi Ambitions
Timestamps:
š¬ 0:00 Intro
š 4:25 Why Noelle thinks weāre looking at the job numbers all wrong
š 16:23 Whether the BLS revision is actually a nothing burger
š§ 19:33 How investors are managing to shrug off all the macro noise
š¢ 32:37 What surprised Ben about corporate bitcoin adoption and how earnings are shifting the narrative
š° 37:57 Why Strategy is raising capital at sky-high premiums
š 44:40 How Robinhood and Coinbase stack up by the numbers
š 51:11 What new signals reveal about the U.S. rewriting financial rules
š± 57:43 How āsuper appsā are changing the game for crypto and TradFi
š 1:05:18 Where the panel sees markets heading next
šļø 1:13:17 What it might take for governments to start holding crypto
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Aug 6
1 hr 26 min

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šŗ YouTubeĀ
š§ Podcast ā Apple Podcasts, Spotify, Pocket Casts, Fountain
š¦ X / TwitterĀ
Has the Fed entered a new era?
In this episode of Unchained, macro strategist Jim Bianco of Bianco Research lays out why the current economic cycle is fundamentally different from what came before. He explains the implications of sticky inflation, why 0% interest rates and money printing may be relics of the past, and how the COVID-era economy created lasting structural shifts.
Bianco also gives his candid take on how retail investors have changed markets, why the payments system is still stuck in the 1950s, and how stablecoins and tokenized assets could fix thatāif regulators allow it. He breaks down the threats facing major players like Coinbase and Robinhood, and shares a bold theory on what really happened during the GameStop short squeeze.
Bianco also assesses what could happen if the Fed is politicized ā and whether Chair Powell is likely to be replaced.
Thank you to our sponsors!
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Ledn
Mantle
Guest:
Jim Bianco, President and Macro Strategist at Bianco Research, L.L.C.
Timestamps:
š¬ 0:00 Intro
š 3:36 Why Jim called the latest economic revisions āextraordinaryā
š„11:56 Whether weāve entered a post-COVID ānew normalā of sticky inflation
š 18:14 Could Trump really fire Powell ā and what would that mean for the Fed?
š 23:36 What happens to markets if Trump pushes through aggressive rate cuts
šļø 29:45 How retail investors flipped the power dynamic on Wall Street
š³ 26:04 Why Jim says outdated payment rails are holding back stablecoins
š§© 46:17 Jimās bold theory on how the GameStop halt was really about saving Schwab
š« 50:12 Why heās skeptical of the SECās āProject Cryptoā
āļø 57:17 Why Coinbase and Robinhood are bracing for a new wave of challengers
ā ļø 59:28 What could happen to crypto treasury companies in a bear market
šļø1:01:43 Whatās still broken in tokenized stocks ā and how to fix it
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Aug 5
1 hr 5 min

Welcome to The Chopping Block ā where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. In this episode, things get personal as Haseeb and Tom break their silence on the DOJās shocking threat to criminally charge Dragonfly over its early investment in Tornado Cash. With Roman Stormās trial nearing its conclusion, the crew unpacks the unprecedented legal risks facing developers, investors, and privacy protocols and what it means for the future of crypto in the U.S.
As Ethereum celebrates its 10th anniversary, a storm brews in court: SamouraiĀ Wallet founders plead guilty, the DOJ backpedals on Dragonfly, and Roman Storm faces decades behind bars for writing code. Robert recounts his short-lived microcap M&A adventure (aka the Liquor Store Fiasco), and the gang reacts to a dramatic regulatory about-face from the SECās new crypto-friendly regime.
Is financial privacy now a crime? Will U.S. law catch up with crypto code? And what happens when TradFi tries to CT a public company? This episode hits hard ā and nothing is off limits.
Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.
Show highlights
š¹ Dragonfly Named in Court ā Haseeb and Tom break their silence after the DOJ threatens criminal charges over Dragonflyās Tornado Cash investment.
š¹ Roman Storm on Trial ā The Tornado Cash co-founder faces up to 45 years as the government tests the limits of crypto developer liability.
š¹ DOJ Walks It Back ā After a media firestorm, prosecutors publicly reverse course and say Dragonfly is not a target.
š¹ SamouraiĀ Wallet Pleads Guilty ā Another privacy project folds under pressure ā and possibly to bolster the Tornado Cash case.
š¹ Privacy Protocols Under Siege ā The crew asks: Is building immutable software now a criminal act in the U.S.?
š¹ Tarun Breaks Down Autonomous Code ā Why the governmentās case against smart contracts reveals a deep misunderstanding of how DeFi works.
š¹ Robertās Liquor Store Saga ā CTās favorite meme investor explains how he tried to take over a public company⦠and got mega-diluted.
š¹ SECās Project Crypto Leaks ā Paul Atkins lays out a sweeping vision for crypto-friendly regulation and software protections.
š¹ Cryptoās Legal Future Hangs in the Balance ā From subpoenas to policy pivots, this episode explores whatās next for developers, investors, and privacy itself.
Hosts:
āļøHaseeb Qureshi, Managing Partner at Dragonfly
āļøRobert Leshner, CEO & Co-founder of Superstate
āļøTarun Chitra, Managing Partner at Robot Ventures
āļøTom Schmidt, General Partner at DragonflyĀ
ā Disclosuresā
Links:
American Leadership in the Digital Finance Revolution, by Paul S. Atkins, SEC Chairman
https://www.sec.gov/newsroom/speeches-statements/atkins-digital-finance-revolution-073125Ā
Timestamps
00:00 Intro
01:58 Background on Tornado Cash
03:50 Legal Challenges & Sanctions
06:36 DOJ's Actions & Dragonfly's Response
11:25 Implications for Privacy & Crypto
27:06 Samourai Case & Broader Implications
33:37 Robert's Liquor Store Saga
37:17 LQR House Challenges & Legal Issues
46:05 Lessons Learned from the LQR House
50:01 SEC's New Crypto Policy
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Aug 2
56 min

Strategy posted a record $10 billion in net income. Coinbase missed estimates and stock dropped. But analysts say both tell a deeper story about how crypto companies are adapting.
Itās earnings season in cryptoāand the stories couldnāt be more different.
Strategy (formerly MicroStrategy) just posted $10 billion in net income, boosted by Bitcoinās price and new fair value accounting rules. But can the company keep this up?
Coinbase missed Q2 estimates, sending its stock down. Yet Owen Lau of Oppenheimer says the long-term setup may be more bullish than the market thinks.
In this double interview, Unchainedās Steven Ehrlich sits down with:
Lance Vitanza from TD Cowen to break down Strategyās accounting shift, capital markets evolution, and whether its growing BTC pile presents systemic risks
Owen Lau from Oppenheimer to unpack Coinbaseās earnings miss, how new bank partnerships may remake it as a TradFi infrastructure provider, and why Q3 may tell a different story
Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com
Thank you to our sponsors!
Mantle
FalconX
Guests:
Lance Vitanza, Lance Vitanza, Managing Director & Director of Equity Research at TD Cowen
Owen Lau, Executive Director and Senior Analyst in the equity research department of Oppenheimer & Co
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Aug 2
51 min

Ethereum just turned 10, and Stani Kulechov, founder of Aave, one of the earliest and most influential lending protocols in DeFi, is more bullish on the OG layer 1 blockchain than ever.Ā
In this wide-ranging interview, he reflects on Ethereumās resilience, explains why Aave is still laser-focused on it despite the rise of competitors like Solana, and gives us a preview of Aave V4 and its institutional play, Horizon.Ā
If you want to understand where DeFi is going, youāll want to hear what Stani has to say.
Ā
Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com
Thank you to our sponsors!
Focal by FalconX
Xapo Bank
Guest:
Stani Kulechov, founder and CEO of Aave and ETHLend
Links:
Recent episode of Unchained with EFās co-ED Tomasz: As Ethereum Turns 10, Where Is the Foundation Focused Next?
Unchained: Aave Labs Unveils V4 Upgrade Proposal, Introducing a Unified Liquidity Layer and 'Fuzzy' Rates
DefiLlama: Aave stats
Reuters: JPMorgan considers offering loans backed by clients' cryptocurrency holdingsĀ
Timestamps:
š¬ 0:00 Intro
š 4:58 What Ethereumās 10-year milestone means to Stani
šļø 9:09 How Aave became the top lending protocol on Ethereum
š§ 13:02 Why Stani has been critical of the Ethereum Foundation
š¦ 17:16 How TradFi institutions could quietly run on Aave infrastructure
šø 25:08 What Stani thinks about the complaints over Ethereum revenues and fees
š 30:27 Why Aave hasnāt launched on Solana
š¼ 35:32 How Ethereum treasury companies are putting Aave to work
š§ 41:15 What Aave V4 is bringing to the protocol and why it matters
š 48:18 How Horizon could bridge DeFi and real-world assets
š¤ 50:43 Why DeFi might thrive even as TradFi and fintech move onchain
š³ļø 57:57 Whether DAO governance is fundamentally flawed
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Aug 1
1 hr 15 min

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šŗ YouTubeĀ
š§ Podcast ā Apple Podcasts, Spotify, Pocket Casts, Fountainš¦ X / TwitterĀ
Ethereum turned 10 on Wednesday, capping off a decade of trials and travails āĀ but also triumphs. After years of being the heart of cryptoās onchain economy, Ethereum stalled last year, losing mindshare and market share to Bitcoin and Solana. During that time, some long-time supporters publicly aired frustrations with the Ethereum Foundation.
Now, thereās a palpable shift in energy.
In this episode, Tomasz Stanczak, the co-executive director of the Ethereum Foundation, reflects on the 10-year anniversary and talks about whatās ahead.Ā
From internal strategy overhauls to his plans to tackle Ethereumās UX and developer experience, Tomasz shares how the Foundation is trying to re-center Ethereum ā and why heās betting on it for the next decade.Ā
He also lays out what he calls a āsecondary roadmap,ā including bold ambitions like building Ethereum into a platform for AI, machines, and even a new kind of open-source society.
Thank you to our sponsors!
Ledn
Mantle
Guest:
Tomasz K. StaÅczak, Co-Executive Director at the Ethereum Foundation and Founder of Nethermind
Links:
Unchained: Ethereum Turns 10 Years Old
Tomaszās tweet about the roadmap
Timestamps:
š¬ 0:00 Intro
š 7:46 How Tomasz is reflecting on Ethereumās 10th birthday and its recent struggles
š§ 10:41 What Ethereum means to Tomasz and how he explains it to the normies
šļø 17:28 Why the Ethereum Foundation plays a different kind of role in crypto development
š 22:59 How Tomasz ended up as co-executive director of the EF
š£ļø 27:25 What he learned from hundreds of conversations about how Ethereum could improve
šÆ 29:47 Why the Foundation is now focused on three core goals
š¼ 36:34 How and why the EF is also embracing business development
šŖ 42:40 Why Tomasz wants people minting directly on Ethereum Layer 1
š£ 46:14 How the Foundationās communication strategy has changed and why it matters
š 52:48 Why the EF isnāt focused on ETHās priceāat least not directly
š§¾ 57:50 Whether the Foundation is worried about Etherās shifting asset narrative
š 1:03:34 How the EF is working to fix interoperability issues within Ethereum
š¦ 1:05:59 Why the Foundation sold ETH to SBET and how its treasury strategy is evolving
šļø 1:14:09 How Ethereum became the chain of choice for institutions
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Jul 31
1 hr 19 min

Whatās fueling cryptoās market surge?Ā
This week on Bits + Bips, Ethereumās rally has reignited market energy, triggering fresh questions about the return of alt season, and whether Bitcoinās dominance will continue to fall.
With special guests Katalin Tischhauser from Sygnum Bank and Wintermuteās Jake Ostrovskis, we dive deep into how corporate treasuries, tokenized assets, and shifting ETF flows are reshaping cryptoās microstructure.Ā
Plus, we dissect the macro impact of rising tariffs, the Fedās delicate dance with Trump, and whether tokenization could breathe new life into the US dollar.
Check out the sponsors who make this show possible!
Bitwise
Mantle
Hosts:
Steve Ehrlich, Executive Editor at Unchained
Ram Ahluwalia, CFA, CEO and Founder of Lumida
Guests:
Katalin Tischhauser, Head of Research at Sygnum Bank
Jake Ostrovskis, Head of Sales Trading (OTC) at Wintermute
Links
Markets:Ā
Unchained: Spot Ether ETFs Extend 16-Day Inflow Streak With $453 Million
DATs:
Cointelegraph: Tron Inc. seeks $1B to grow TRX holdings as stock rallies
CoinDesk: Crypto Treasury Fever Spreads to Ethena as $360M SPAC Deal Targets ENA Accumulation
CEA Industries Inc. Press Release: CEA Industries and 10X Capital, with the support of YZi Labs, announce $500 Million Private Placement to Establish Largest Publicly-Listed $BNB Treasury Company in the World
The Block: Specialty finance company Mill City announces $450 million offering to establish corporate Sui treasury
Barron's: MicroStrategy to Offer Preferred Stock With a Twist That Could Yield 10%
Trump and Powell
Fortune: Jerome Powell had a surprise visit from Trump. He's poised to leave interest rates unchanged anyway
CNBC: Trump spars with Powell over renovation costs during Fed visit, but backs off firing threats
Timestamps:
š¬0:00 Intro
š„ 6:03 Why ETHās comeback is reigniting crypto markets
š§ 11:23 Why Ram says āanimal spirits are backā
šø 15:06 When tariffs could finally start pushing prices higher
š 18:06 Whether BTC dominance is fadingāand if alt season is finally here
š 22:27 How tariffs are already hurting some businesses
āļø 27:49 Whether Strategyās new preferred share class adds risky complexity
šļø 32:32 Why many new treasury-backed projects might not survive
š 38:29 Whether these digital asset treasuries (DATs) are trading at unsustainable premiums
š® 51:28 What the real endgame is for all these DATs
āļø 59:00 How the Powell-Trump tension could shake up markets
š 1:12:44 Why tokenization is gaining momentum across finance
š 1:18:55 Whether stablecoins could revive global demand for the US dollar
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Jul 29
1 hr 23 min

Pump raised $600 million in 12 minutes. Then the token crashed⦠and sentiment with it.
In this episode, Delphiās Yan Liberman, Jason Pagoulatos, and Simon Smockey unpack what really happened, from the lack of investor lockups to the underwhelming post-ICO communication, and what Pump must do now to win back the market.
We also get into whether the āeverything appā strategy still makes sense, what decentralization means after this cycle, and what tokens can learn from equity markets.
Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com
Thank you to our sponsors!
Xapo Bank
Focal by FalconX
Guests:
Simon Smockey, Researcher at Delphi Digital
Yan Liberman, Co-Founder of Delphi Digital and Managing Partner of Delphi Ventures
Jason Pagoulatos, Head of Markets at Delphi
Previous coverage on the ICO:Ā
Pump.fun Just Raised $600M. What Does This Mean for DeFi, Solana & Social Media?
Pump.funās $1 Billion ICO Has Caused Controversy. Can It Succeed?
Unchained:
Pump.fun Becomes Third Largest ICO, Raises $600M in 12 MinutesĀ
PUMP Traders Make Big Options Bets on the Token Surging Past Its ICO Price
Pump.fun Draws Backlash After Confirming PUMP ICO
TG Podcast: Alon: Raising $1B, $PUMP Token, Airdrop, and More
Timestamps:
š¬ 0:00 Intro
š„ 2:53 How Pumpās months-long hype set the stage, and why it may have backfired
š 11:07 Whether the lack of investor lockups hurt confidence in the token
š¬ 17:13 Why Jason found Alonās post-ICO interview with Threadguy underwhelming
š 22:52 Why Yan still sees strong risk-reward in PUMP despite the crash
š„ 24:29 What Pumpfun can do now to reignite interest and rebuild momentum
šø 34:19 Whether buybacks or business reinvestment is the better path forward
š± 36:37 How realistic the āeverything appā vision is, and whether M&As can save it
š 47:16 What strategies could finally bring normies onchain
š§µ 53:22 Whether the PUMP launch proves that decentralization is dead
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Jul 25
1 hr 11 min

Welcome to The Chopping Block ā where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. In this episode, the crew is joined by special guest Rebecca Rettig, Chief Legal Officer at Jito Labs, to unpack the biggest legislative week in crypto history. The Clarity Act, Genius Act, and Anti-CBDC Act all pass Congress, ushering in what some are calling a regulatory renaissance ā or at least, the first real rules of the road. Bitcoin breaks $120K, memecoins rip, and Crypto Week sends shockwaves through Washington. But is the Clarity Act really the win the industryās been waiting for? Rebecca breaks down the legal nuance, Tarun questions the economic reality, and Haseeb points out Ethereumās bizarre silence during the biggest policy shift of the decade. Has crypto finally grown up ā or just gotten better at playing the game? The gang dissects the laws, the loopholes, and the marketās reaction to it all.
Show highlights
š¹ Clarity Act Passes the House ā Landmark crypto bill advances with bipartisan support, aiming to limit SEC power and define digital asset classifications.
š¹ Stablecoins Get a Path Forward ā The Genius Act passes alongside Clarity, offering long-awaited regulatory rails for U.S. stablecoin issuers.
š¹ Congress Goes Full Crypto ā Three major bills pass the House in one week, marking a historic show of political support for the industry.
š¹ Rebecca Rettig Returns ā Jito Labs Chief Legal Officer breaks down what the legislation really means ā and what still isnāt clear.
š¹ SEC in the Hot Seat ā With CFTC gaining ground, the SECās regulatory grip is questioned across policy circles and crypto Twitter.
š¹ Bitcoin Breaks $120K ā Markets rally on regulatory momentum and renewed optimism, with BTC setting a new local high.
š¹ Altcoins Catch Fire ā SOL, PENGU, and meme tokens explode as traders rotate into risk-on narratives post-legislation.
š¹ Ethereumās Silence Raises Eyebrows ā Despite being at the heart of stablecoin infrastructure, Ethereumās core voices stay unusually quiet.
š¹ DeFiās Legal Gray Zone Remains ā Tarun argues the bills may shift political winds, but donāt resolve the underlying protocol risk or enforcement ambiguity.
š¹ Crypto Week Becomes a Real Thing ā What started as a Trump slogan turns into one of the most consequential weeks in U.S. crypto history.
āļøHaseeb Qureshi, Managing Partner at Dragonfly
āļøRobert Leshner, CEO & Co-founder of Superstate
āļøTarun Chitra, Managing Partner at Robot Ventures
āļøTom Schmidt, General Partner at DragonflyĀ
Guest
āļø Rebecca Rettig, Jurisprudential Genius at Jito Labs
Disclosures
Timestamps
00:00 Intro
01:06 The Genius Act
04:38 Tech Companies & Stablecoins
08:38 Predictions for the Future of Stablecoins
26:25 The Clarity Act Breakdown
32:27 Important Definitions
34:38 New Exemptions for Token Sales
41:12 Mature Blockchain Certification Process
45:27 Defi Activity Exemptions & Regulations
48:03 New Categories for Spot Crypto Registrants
55:52 Solana's Block Assembly Marketplace (BAM)
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Jul 24
1 hr 7 min

Last week, the U.S. passed its first major piece of crypto legislation. Stablecoins now have a legal home, and that could open the floodgates for adoption, disruption, and regulation.
But is this just the beginning?
In this episode of Bits + Bips, Ram Ahluwalia, Noelle Acheson, Steve Ehrlich, and guest Cosmo Jiang of Pantera dive into what the stablecoin law actually means, who it helps, who it threatens, and why Wall Street and crypto startups alike are positioning fast.
They also cover Ethereumās rally, whatās fueling it, and whether the boom in digital asset treasury companies is sustainable. Plus, they unpack Trumpās latest threats against the Fed and what it means for markets, inflation, and interest rates.
Sponsors:
Bitwise
Mantle
Hosts:
Ram Ahluwalia, CFA, CEO and Founder of Lumida
Noelle Acheson, Author of the āCrypto Is Macro Nowā NewsletterĀ
Steve Ehrlich, Executive Editor at Unchained
Guest:
Cosmo Jiang, General Partner and Portfolio Manager for Liquid Strategies at Pantera Capital
Links
Stablecoins
Unchained:Ā
GENIUS Act Passes: Who Are the Winners, Losers, and What Comes Next?
House Passes Landmark Crypto Legislation: GENIUS Act and Digital Asset Bills
Trump to Unblock Crypto Access in Americaās $9 Trillion 401(k) Market: Report
The Block: GENIUS Act is helping Ethereum āhave its moment,ā Bernstein says
WSJ: Why Banks Are on High Alert About Stablecoins
Digital Asset Treasuries
WSJ: Blank-Check Company Strikes Cryptocurrency Deal
Unchained: SBET to Raise Additional $5B to Grow ETH Position
Bloomberg: Trump Media Buys $2 Billion in Bitcoin for Crypto Treasury Plan
CoinDesk: DeFi Development Nears $200M Solana Treasury
DeFi Dev Corp Press release: DeFi Dev Corp. Announces Global Expansion Through Strategic Treasury Franchising Model
TLGY Acquisition Corp Press release: TLGY Acquisition Corp. Announces Business Combination and Approximately $360 Million PIPE Financing to Form StablecoinX, an Ethena Stablecoin-Focused Treasury Company
The Block: Nasdaq-listed Sonnet BioTherapeutics agrees to $888 million merger to become Hyperliquid Strategies, launch HYPE treasury
Timestamps:
š¬ 0:00 Intro
š 3:01 Why Noelle believes the stablecoin law is just the beginning
š 5:25 How Ram explains his disappointment with the marketās reaction
š³ 11:31 Whether Visa and Mastercard survive the stablecoin disruption
š 17:00 Who stands to gain the most from the new stablecoin law
š¦ 20:08 How tokenization could hurt investment banking
š 22:26 Whether regional banks are on the brink
š 27:42 Whatās fueling ETHās latest rally
š§ 31:08 Why Cosmo credits the Ethereum Foundationās leadership for the momentum
š„ 36:14 Where markets are heading as retail FOMO ramps up
š¼ 37:56 How Cosmo is evaluating the surge in digital asset treasury companies
š„± 43:52 Why Ram is spotting signs of market fatigue
š 45:15 Whether upcoming crypto IPOs can match early successes
šø 47:21 Why VC activity is still lagging despite bullish narratives
š§Ø 51:03 How Trumpās threat to fire Powell is shaking macro sentiment
š§ 58:08 Everyoneās unexpected or contrarian take this week
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Jul 23
1 hr 2 min
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