Unchained

Laura Shin
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Mar 6, 2026 • 1h 16min

Uneasy Money: Why the Aave DAO Collapse Could Be Good for Aave

Aave's governance implosion and the fallout from mass rage quits shake up who actually builds and funds the protocol. The tradeoff between DAO decentralization and Labs-led centralization gets debated as token utility uncertainty rises. Investigations into Axiom reveal potential insider-style trading and paid on-chain sleuthing. The U.S. government’s clash with Anthropic and its effects on AI platforms and user behavior are also unpacked.
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Mar 6, 2026 • 1h 8min

Is the Bitcoin Bottom In? Why the Outlook for Real Rates Is in Its Favor

Marcus Wu, Delphi Digital research analyst exploring Bitcoin market structure and game-theory models. Joe Vezzani, LunarCrush co-founder specializing in crypto social analytics and sentiment. Will Clemente, STIX researcher known for Bitcoin on-chain analysis and macro views. They discuss whether Bitcoin has bottomed, real interest rates' influence, market sentiment and AI impacts, ETF/AP manipulation rumors, and a new game-theory trading model.
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11 snips
Mar 5, 2026 • 54min

DEX in the City: How Prediction Markets Pose a National Security Risk

They dig into prediction markets and whether betting platforms can leak classified info or create incentives for espionage. Tension over markets tied to violent acts and how to define so-called death markets comes up. They question allegations of market manipulation in crypto and unpack the OCC’s ban on passing stablecoin yield. AI, legal workflows and a Visa-Solana settlement pilot also get quick attention.
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30 snips
Mar 5, 2026 • 60min

The Chopping Block: Has Crypto Lost Its Soul? Cypherpunk Nostalgia, Prediction Markets, & Permissionless Perps

Jez (izebel_eth), a perpetuals-focused crypto commentator and analyst, brings market-structure and cultural perspective. He discusses whether crypto’s idealism faded or evolved. Short takes cover memecoin-driven culture shifts, why perps and DeFi are real technical wins, prediction markets’ regulatory tightrope, and how permissionless finance held up during geopolitical shocks.
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9 snips
Mar 4, 2026 • 57min

Why Crypto Has a Good Long-Term Setup Right Now: Bits + Bips

Rob Hadick, General Partner at Dragonfly Capital and veteran crypto venture investor, discusses Bitcoin’s surprising resilience after geopolitical shocks. He talks about odd Treasury moves, on-chain derivatives and options flow, the stalled Clarity Act and stablecoin yield politics, and why now may be a prime time to build in crypto despite near-term macro risks.
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10 snips
Mar 4, 2026 • 59min

Bits + Bips: Is Crypto the Only Asset That Works When Geopolitics Breaks Down?

They discuss the market shock from US and Israeli strikes on Iran and how assets like bitcoin, gold, and oil reacted. They debate whether markets are underpricing broader geopolitical risk. They explore crypto’s role and resilience in a regional conflict and how 24/7 trading affected price discovery. They also touch on AI politics, Anthropic/OpenAI shifts, and stalled stablecoin legislation.
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16 snips
Mar 2, 2026 • 41min

Bits + Bips: What Happens to Markets Now That the U.S. Has Struck Iran?

Charles Myers, Founder and CEO of Signum Global Advisors and former senior foreign policy advisor to Hillary Clinton and Joe Biden, brings sharp geopolitical and macro risk analysis. He discusses the Iran strike and its market ripple effects. He questions the US safe-haven narrative, examines oil trajectories, explores AI funding risks, and weighs whether Bitcoin can act as a refuge amid global turmoil.
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8 snips
Feb 28, 2026 • 1h 13min

Uneasy Money: Why the AI Singularity May Already Be Out of Our Hands

Namik Muduroglu, Chief Security Officer and MegaETH founding team member, shares quick takes on token design, DAO governance drama, and AI-geopolitics. They explore why token incentives often fail. The Aave civil war and auditable claims get dissected. Conversation turns to AI risks: model reverse engineering, robotics + LLMs, and whether control may already be slipping away.
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29 snips
Feb 27, 2026 • 1h 24min

Can Solana Edge Out Ethereum to Win the AI Agent & RWA Race?

Mike Ippolito, Blockworks co-founder and crypto commentator, and Tushar Jain, Multicoin Capital co-founder and investor, debate Solana’s competitive edge. They cover Alpenglow and application-controlled execution, Firedancer’s rollout and block-building competition, market microstructure and prop AMMs, agent adoption dynamics, and why real-world-assets remain too early to call.
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9 snips
Feb 27, 2026 • 58min

DEX in the City: Why Everyone Is Overreacting About the Terra v. Jane Street Lawsuit

Coy Garrison, Robinhood’s deputy general counsel with SEC experience, and Seong Seog Lee, Head of Product and former quant, discuss Robinhood Chain’s testnet launch and why tokenized equities are core. They cover legal and product tradeoffs, why a testnet is essential, developer adoption, and the Terraform v. Jane Street lawsuit controversy.

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