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BTC, ZEC, HYPE, NEAR, ENA, VVV.
@cryptomanran walks @laurashin through where he's actually positioned, and why he still thinks this cycle has another leg in it after the Clarity vote failed.
Thursday, 10:30am ET.
nitter.net/i/broadcasts/1qKVmyLDv…
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Why did every past attempt at Bitcoin privacy get its creators in trouble?
Misha Komarov (@nemothenoone) tells @laurashin the flaw was always the same: some entity had to run the show. Shielded Bitcoin removes it entirely, she says. 🔐
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Subscribe to Unchained Premium to watch! 👉 unchainedcrypto.com/can-this…
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Chainlink's CCIP 2.0 adds optional extra verifiers, built-in KYC and sanctions screening, and adjustable settlement speed. Kelp DAO, hit for about $292 million in April, is moving its rsETH to CCIP.
unchainedcrypto.com/chainlin…
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Bitmine bought 17,362 ETH last week, down from 27,562 the week before. In May, when it was adding more than 100,000 ETH a week, Tom Lee said the company would likely slow its pace as it neared its 5% goal.
unchainedcrypto.com/bitmines…
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Strategy sold MSTR stock last week for the first time since late August, raising $246.2 million. $142.7 million went to bitcoin and $103.5 million to buying back STRC preferred shares.
unchainedcrypto.com/strategy…
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Bitget says the flaw behind its $388 million hack "has been remediated," with "no further unauthorized transfers identified following containment." Withdrawals are coming back one asset group per day.
unchainedcrypto.com/bitget-r…
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Critics including OKX's Star Xu and GoPlus Security say THORChain has halted itself before, including after its own May exploit. THORChain says it "doesn't censor by design."
unchainedcrypto.com/thorchai…
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Buterin's 2030 picture for Ethereum: roughly 4- to 8-second slots and 8 to 32 seconds to finality, with nodes checking proofs instead of re-running every transaction.
unchainedcrypto.com/vitalik-…
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California's new meme coin law also stops platforms from listing, for Californians, meme coins offered by, or in partnership with, federal, state or local officials, but only coins issued on or after Jan. 1, 2027.
unchainedcrypto.com/newsom-b…
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In today's Unchained Daily newsletter:
🔥 Bitget reopens bitcoin withdrawals, with every asset back by Oct. 2
🏛️ SEC staff FAQs clear token buybacks on functional networks, with a caveat
👋 Summer Mersinger and Hester Peirce set their exit dates
⚡ THORChain again rejects Bitget's request to block hacker wallets
🎯 Read it now… and make sure you never miss one. Subscribe!
unchainedcrypto.beehiiv.com/…
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Is @Zcash having its 2016 Bitcoin moment? 🧭
@cryptomanran thinks so, and tells @laurashin he's watching for a scare back to $700 before a run to $2,000.
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Catch the full conversation here 👇
Why the Crypto Market Cap Could Reach $50 Trillion This Cycle
"I don't think we can comprehend how big this bull market is actually going to be." 🚀
@cryptomanran walked me through why trends in social trading and a new @BlackRock report on AI agents and crypto helped form his thesis 🎧
Timestamps:
🏦 01:47 Why Ran thinks Bessent is engineering 'the ultimate short squeeze'
📊 04:45 Why an ETH/BTC breakout signals crypto's first real product-market fit
🎰 09:35 Social trading: a social network and a casino 'having a baby'
💧 14:03 1inch Aqua: Back multiple liquidity positions with one wallet balance at unchainedcrypto.com/go/1inch…
🤖 15:06 How a billion AI agents could send altcoins far past Bitcoin
⏱️ 29:14 Why Ran thinks AI agents will borrow against compute and tell time in blocks
🌐 37:01 Will AI IPOs drain crypto liquidity? Ran on why AI isn't the dot-com bubble
🛡️ 40:05 Privacy vs. social trading, and why Ran calls Zcash 'more useful than Bitcoin'
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Social media runs on likes. 👍
@cryptomanran tells @laurashin the next version runs on P&Ls, and he calls it a "monster business." 🎰
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Catch the full conversation here 👇
Why the Crypto Market Cap Could Reach $50 Trillion This Cycle
"I don't think we can comprehend how big this bull market is actually going to be." 🚀
@cryptomanran walked me through why trends in social trading and a new @BlackRock report on AI agents and crypto helped form his thesis 🎧
Timestamps:
🏦 01:47 Why Ran thinks Bessent is engineering 'the ultimate short squeeze'
📊 04:45 Why an ETH/BTC breakout signals crypto's first real product-market fit
🎰 09:35 Social trading: a social network and a casino 'having a baby'
💧 14:03 1inch Aqua: Back multiple liquidity positions with one wallet balance at unchainedcrypto.com/go/1inch…
🤖 15:06 How a billion AI agents could send altcoins far past Bitcoin
⏱️ 29:14 Why Ran thinks AI agents will borrow against compute and tell time in blocks
🌐 37:01 Will AI IPOs drain crypto liquidity? Ran on why AI isn't the dot-com bubble
🛡️ 40:05 Privacy vs. social trading, and why Ran calls Zcash 'more useful than Bitcoin'
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If AI agents settle onchain, the winners could be layer 1s, DEXs, and hedging protocols, according to @cryptomanran. 📊
He lays out the case for @laurashin.
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Catch the full conversation here 👇
Why the Crypto Market Cap Could Reach $50 Trillion This Cycle
"I don't think we can comprehend how big this bull market is actually going to be." 🚀
@cryptomanran walked me through why trends in social trading and a new @BlackRock report on AI agents and crypto helped form his thesis 🎧
Timestamps:
🏦 01:47 Why Ran thinks Bessent is engineering 'the ultimate short squeeze'
📊 04:45 Why an ETH/BTC breakout signals crypto's first real product-market fit
🎰 09:35 Social trading: a social network and a casino 'having a baby'
💧 14:03 1inch Aqua: Back multiple liquidity positions with one wallet balance at unchainedcrypto.com/go/1inch…
🤖 15:06 How a billion AI agents could send altcoins far past Bitcoin
⏱️ 29:14 Why Ran thinks AI agents will borrow against compute and tell time in blocks
🌐 37:01 Will AI IPOs drain crypto liquidity? Ran on why AI isn't the dot-com bubble
🛡️ 40:05 Privacy vs. social trading, and why Ran calls Zcash 'more useful than Bitcoin'
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What happens to crypto when AI agents start paying each other? 💸
@cryptomanran tells @laurashin why he thinks the value flows to layer 1s, DEXs, and protocols like @HyperliquidX.
piped.video/lmnC31HzM9s
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Can altcoins outperform Bitcoin by 7x this cycle? 📊
@cryptomanran tells @laurashin why social trading apps like @HyperliquidX and Pump[fun] are the first half of his answer. 🎰
unchainedcrypto.com/why-the-…
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What happens when an AI model skips the essay and just makes the call? 🎯
@austingriffith makes the case for Jev (@typesafeai) on his first episode as a regular Uneasy Money co-host.
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Catch the full conversation here 👇
Is Kalshi's $500M Day of ETH Perp Volume Fake or Just Paid For? - Uneasy Money
If @Kalshi's ETH perp volume is paid for rather than faked, is it still real? 📊
On Uneasy Money, @kaiynne and @tayvano_ argue incentivized market makers are the likelier explanation, while new co-host @austingriffith asks whether all that liquidity helps the market find the truth.
Timestamps:
🎲 02:32 How Kalshi's crypto hires started a timeline war over its perp volume
🤝 07:28 Why Kain suspects paid market makers, not wash trading, are behind the volume
🔎 09:59 Austin asks whether any of this liquidity helps markets find the truth
📚 21:41 What the price of Google teaches about liquidity and trusting a market
💧 28:14 1inch Aqua: Back multiple liquidity positions with one wallet balance at unchainedcrypto.com/go/1inch…
🏛️ 30:59 Scott Bessent told AI labs they're responsible for what their agents do
⚖️ 34:20 Taylor on the Tornado Cash parallel: which humans answer for autonomous code?
🛒 42:48 Why Amazon blocked Meta's Muse assistant from shopping on its site
⚡ 47:29 Jev: the model that makes decisions in 200 milliseconds without talking
🔒 1:00:33 Zcash around $1,500 and why NEAR has people paying attention again
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