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Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner get together and give the industry insider's perspective on crypto. This week, Laura Shin joins the squad to help break down the aftermath of the 2024 U.S. presidential election and its impact on the crypto landscape. With a new pro-crypto administration on the horizon, they explore what Trump’s stance on blockchain regulation could mean for the industry, from ETFs and stablecoin legislation to the potential of a national Bitcoin reserve. They also dig into the power of prediction markets, which outperformed mainstream media in election coverage, signaling a shift in trust and transparency. From the populist appeal of crypto to the challenges facing a divided Democratic Party, this episode uncovers the political dynamics that could drive innovation or stifle growth in the U.S. crypto market. Expect insights on the forces shaping America’s crypto future and the role of policy in crypto’s place on the global stage.
Show highlights
🔹 Prediction markets outpaced mainstream media in calling the 2024 election, marking a shift in how people track election outcomes.
🔹 Trump’s pro-crypto stance signals potential changes for the industry, from new ETFs to a possible federal Bitcoin reserve.
🔹 The Democratic Party’s anti-crypto stance highlights a disconnect between progressive values and blockchain innovation.
🔹 As prediction markets gain popularity, more Americans rely on them over traditional media for real-time election insights.
🔹 One high-stakes bettor’s multi-million-dollar wager on the election paid off, thanks to a unique strategy involving the "neighbor effect."
🔹 The Democratic Party’s focus on "woke" issues may have contributed to a historic loss, raising questions about the future of these policies.
🔹 With pro-crypto Republicans in control, sweeping legislative changes are expected, from stablecoin laws to crypto tax reforms.
🔹 Crypto’s anti-elite appeal is resonating with populist movements, indicating a potential path for mass adoption.
🔹 The idea of Bitcoin on the U.S. national balance sheet is gaining traction as a pro-crypto administration takes office.
🔹 Political choices could propel or stifle America’s standing as a global leader in blockchain innovation and technology.
Hosts
⭐️Haseeb Qureshi, Managing Partner at Dragonfly
⭐️Tom Schmidt, General Partner at Dragonfly
⭐️Robert Leshner, CEO & Co-founder of Superstate
⭐️Laura Shin, journalist, author of ‘The Cryptopians,’ founder and CEO of Unchained
Disclosures
Links
Kamala Harris Shouldn’t Just Embrace Crypto. She Must Help It Flourish by Laura Shin:
https://time.com/7111315/kamala-harris-crypto-laura-shin-essay/
How the Trump Whale Correctly Called the Election by Alexander Osipovich
https://www.wsj.com/finance/how-the-trump-whale-correctly-called-the-election-cb7eef1d
Timestamps
00:00 Intro
01:17 Election Night Observations
04:32 Polymarket's Role
06:19 French Whale x Neighbor Effect
14:52 Mainstream Media vs. Prediction Markets
25:54 The Future of Prediction Markets
27:26 Crypto and the Democratic Party's Missteps
30:30 Democratic Party's Superiority Complex
31:38 Crypto's Global Impact and Legislation
43:23 Predictions for Crypto's Future in the U.S.
49:47 The Return of Crypto Companies to the U.S.
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With a friendlier regulatory environment in sight, will crypto finally get its moment?
Jeff Park, head of alpha strategies at Bitwise, joins Unchained to break down what a pro-crypto approach in Washington could mean for the industry, why DeFi tokens such as UNI are thriving, and whether Bitcoin has a place as a strategic national asset.
Plus, Park shares insights into how China will respond to Trump’s economic measures and explains what he means by the “radical portfolio” thesis.
Tune in to find out how this new political era could set the stage for crypto’s long-awaited breakout.
Show highlights:
Jeff’s main takeaways from the intersection of crypto and politics this cycle
Whether crypto has become a partisan issue
Why Jeff highlights the usefulness of Polymarket to track the chances of each candidate
Why Uniswap’s token UNI outperformed the broader market
What sectors of the industry could boom with more regulatory clarity
Whether the idea of using bitcoin as a strategic reserve is feasible
How China will respond to Trump’s economic measures
What is the “radical portfolio” thesis and what’s bitcoin’s role in it
Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com
Thank you to our sponsors!
Polkadot
Mantle’s FBTC
Guest
Jeff Park, Head of Alpha Strategies at Bitwise
The Radical Portfolio Theory
Links
Unchained:
Ether Breaks Past $2,800 to 3-Month High Following Trump’s Victory
DeFi Tokens Jump on Hopes That Trump Will Provide Crypto Regulatory Clarity
Bitcoin Just Gained $100 Billion in Market Cap Overnight. Is it Time to Take Profits?
Bitcoin Hits New All-Time High of $75,000
What Gary Gensler Could Still Do Against Crypto in His Remaining Days as SEC Chair
Haralabos Voulgaris’s tweets on gambling:
Expressing concern about gambling addiction
Contrasting gambling now vs. when he started
His opposition to how much gambling is promoted
Timestamps:
00:00 Intro
01:13 Key takeaways on crypto’s role in politics
02:38 Has crypto become a partisan issue?
06:47 Why Polymarket is crucial for tracking election odds
09:29 Why UNI is outperforming the market
11:56 Which sectors could thrive with regulatory clarity?
15:07 Could Bitcoin become a national strategic reserve?
18:32 How might China respond to Trump’s economic policies?
20:17 What is the “radical portfolio” thesis?
29:57 Crypto News Recap
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Donald Trump is headed back to the White House, and the crypto markets are surging in response.
This episode of Bits + Bips dives into what the election means for crypto, the potential crypto IPOs coming soon, why DeFi tokens are outperforming, and what changes in U.S. regulation could mean for investors. Ram Ahluwalia and Noelle Acheson join to explore this unprecedented moment in crypto and how inflation and policy changes may boost Bitcoin and the broader ecosystem.
Show highlights:
Everyone’s initial reactions to Trump’s win
How some crypto companies could have their IPO soon
Whether it’s time to take profits after the substantial run
Why DeFi tokens have been the biggest winners
What the next crypto spot ETF will be and whether we’ll see staking rewards for ETH
Why mainstream media didn’t see the Trump win coming
Why Ram and Alex believe that Kamala Harris was not the right candidate
How Trump won the appeal of the lower class in the U.S.
Whether immigration was key to sustaining the GDP and avoiding a “hard landing”
Crypto’s massive win in Congress
How much impact Elon Musk had in the outcome of the elections
How Polymarket has become a “new source of truth,” according to Ram
Why the Fed doesn’t have a need to accelerate rate cuts
Whether Trump’s policies will be inflationary and whether he’ll go forward with tariffs
Whether the 10-year bond will reach new highs
Thanks to Gemini for sponsoring this episode of Bits + Bips.
Hosts:
James Seyffart, Research Analyst at Bloomberg Intelligence
Alex Kruger, Founder of Asgard
Guests:
Ram Ahluwalia, CFA, CEO and Founder of Lumida
Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter
Timestamps:
00:00 Intro
01:57 Reactions to Trump’s election win
03:13 Which crypto companies might IPO soon?
09:28 Is it time to take profits in crypto?
17:30 Why are DeFi tokens surging?
20:31 What’s next for crypto ETFs and ETH staking rewards?
28:00 Why mainstream media missed Trump’s victory
33:44 Ram’s thoughts on Kamala Harris’s candidacy
43:52 How Trump gained appeal with lower-income voters
45:41 Did immigration help sustain GDP?
53:11 Crypto’s big win in Congress
56:53 Elon Musk’s influence on the election outcome
1:04:10 Is Polymarket becoming a “new source of truth”?
1:10:30 Why the Fed may not need faster rate cuts
1:13:26 Will Trump’s policies drive inflation?
1:17:08 Will the 10-year bond hit new highs?
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Crypto networks are meant to be decentralized, community owned systems. But they’re turned out to be dominated by whales and to have more mercenaries who are just interested in getting free tokens to dump them, rather than having long-term believers who want to build the ecosystem. How can tokens be launched in a way that gets token holders aligned with long-term success?
Today’s guests, Mike Dudas, founding partner of 6th Man Ventures, and Matt O’Connor, co-founder of Legion, believe there’s room for improvement. In this episode, they share how Legion aims to reshape the process, focusing on fair distribution, incentivizing organic user growth, and building loyal communities. They explore Legion’s approach to token sales, its compatibility with regulatory frameworks, and why it might be the key to bringing new people into crypto.
Show highlights:
How Legion was born and what its main goal is
The problems with how token launches currently work
Why projects don’t want to return to the ICO model
Whether the criteria to earn a better reputation on Legion is gameable
How Legion actually works and what the role of KYC is
What type of regulatory framework Legion is leveraging
How MiCA’s rules for token offerings allowed for this type of project to emerge
Whether the U.S. should follow Europe in establishing a crypto framework like MiCA
What the business model of Legion is
What the difference is between Legion and other similar platforms such as Cobie’s Echo
Whether token sales is a better distribution mechanism than airdrops
Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com
Thank you to our sponsors!
Polkadot
Mantle
Robinhood & Arbitrum
Guests:
Mike Dudas, Founding partner of 6th Man Ventures
Matt O’Connor, Co-Founder of Legion
Matt’s open source publication: Tokenomics for Builders
Links
Unchained: Legion Launches New Tool to Identify Best Contributors in Crypto Fundraises
Legion Whitepaper
Timestamps:
00:00 Intro
01:49 How Legion was born and its main goal
05:33 What’s wrong with current token launches?
11:13 Why projects avoid the ICO model
13:37 Can Legion’s reputation system be gamed?
26:18 How Legion works and the role of KYC
35:23 The regulatory framework behind Legion
39:06 How MiCA enabled this type of project
44:09 Should the U.S. adopt a framework like MiCA?
46:32 What is Legion’s business model?
50:28 How Legion differs from Cobie’s Echo
53:18 Are token sales better than airdrops for distribution?
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Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner slice into the juiciest topics in crypto. This week, Robert Leshner welcomes two special guests: Mike Novogratz, CEO of Galaxy, and Shaun Maguire, general partner at Sequoia Capital, for a one-of-a-kind debate on how the upcoming 2024 U.S. presidential election could shape the future of crypto. With the stakes higher than ever, they explore what a Harris or Trump presidency could mean for crypto regulation, market infrastructure, and the populist undercurrents driving the industry forward. From blockchain voting possibilities to the macroeconomic forces impacting Bitcoin and stablecoins, the conversation pushes beyond policy to the heart of crypto's role in tomorrow's world. This episode delivers crucial insights on the political forces that could redefine crypto’s trajectory in the U.S. and beyond.
Show highlights
🔹 Crypto in the Election Crosshairs: Mike Novogratz and Shaun Maguire debate how a Trump or Harris presidency could reshape the U.S. crypto landscape.
🔹 Deregulation vs. Innovation: Trump’s pro-deregulation stance meets Harris’s pro-innovation campaign promises. Which path is better for crypto growth?
🔹 Crypto's Populist Appeal: How Trump’s base connects with crypto’s populist movement and why that resonates with “the people at the bottom” of the income bracket.
🔹 Deep State and Political Jaywalking: Shaun Maguire dives into the concept of “political jaywalking” and its impact on trust in U.S. elections.
🔹 The Future of Blockchain Voting: Could blockchain-based voting bring transparency to elections? The crew weighs in on the feasibility and timing of decentralized voting.
🔹 Bitcoin's Role in Macro Trends: With U.S. debt surging, Mike and Shaun share their thoughts on Bitcoin as a hedge, whether Trump or Harris takes office.
🔹 The Crypto Political Machine: A look at how crypto insiders engage with political campaigns and the industry’s impact on down-ballot races.
🔹 Wildcard Assets: How a national Bitcoin reserve might impact U.S. fiscal policy – could it ever happen under Harris?
Hosts
⭐️Robert Leshner, CEO & Co-founder of Superstate
Guests
⭐️Mike Novogratz, CEO of Galaxy
⭐️Shaun Maguire, general partner at Sequoia Capital
Disclosures
Timestamps
00:00 Introduction
02:03 Shaun’s Argument for Trump
05:10 Mike's Argument for Harris
11:10 Political Bias and Prediction Markets
18:25 Flynn & Political Jaywalking
24:26 Macroeconomic Implications for Crypto
30:29 Bitcoin Price Predictions Post-Election
32:38 Gold & Central Bank Dynamics
34:41 Nation States & Bitcoin Reserves
37:35 Military Technology & Future Dominance
39:10 Presidential Campaign Issues & AI
47:44 Election Integrity & Blockchain Voting
53:17 Crypto's Influence in Politics
56:42 $WLFI Endeavors
01:00:17 Closing Thoughts
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As the 2024 U.S. election draws near, the crypto market is buzzing with speculation on what’s next. Arthur Hayes, co-founder of BitMEX, joins Unchained to discuss how Bitcoin and altcoins might react depending on who wins. Hayes shares his insights on election trade strategies, from the importance of sticking to the majors to his preference for Solana over Ethereum in the short term.
He also dives into whether Trump will fulfill his promises to the crypto community and drops a banger explanation on what could be the next Federal Reserve move. (Hint: it’s not about interest rates.)
Plus, Unchained reporter Veronica Irwin joins the show to discuss her latest scoops on Stand With Crypto’s scoring system and SEC Commissioner Hester Peirce’s stance on whether she would want to become Chair of the agency in replacement of Gary Gensler.
Show highlights:
01:39 How the market could react based on the election outcome
03:53 Has a Trump win been priced in? What if there’s no clear winner?
06:30 Arthur’s short-term trade strategy for the elections
13:00 Will Bitcoin surge, and is an altcoin rotation coming?
16:52 Why Arthur favors SOL over ETH right now
21:28 Whether Layer 2s are parasitic to Ethereum
24:19 Could crypto regulation reform come after the election?
26:12 Whether Trump would deliver on his promises to the crypto community
29:45 The election outlook for memecoins
30:52 Why traders should focus on high-cap AI memecoins
36:41 Why Arthur believes the Fed need to restart quantitative easing
47:55 How much money China will print to tackle its property crisis
52:21 Arthur’s take on Japan’s political shift and economic impact
54:44 Whether Stand With Crypto has been honest with the crypto community
56:20 A potential conflict of interest of one of the top executives
56:58 Stand With Crypto’s affiliation with PAC Fairshake
1:04:19 Whether Hester Peirce will become SEC Chair if Trump wins
1:08:27 Crypto News Recap
Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com
Thank you to our sponsors!
Polkadot
Mantle’s FBTC
Guest
Arthur Hayes, Co-Founder of BitMEX and CIO at Maelstrom
Previous appearances on Unchained:
Arthur Hayes and Will Clemente on How This Bitcoin Halving Is Different
Arthur Hayes on Why Bitcoin Is Money and ETH Is a Shitcoin He Loves
Arthur Hayes, Former Ethereum Skeptic, on Why the Merge Makes Him Bullish on ETH
Arthur Hayes of Bitmex on Why Countries Will Turn to Digital
The Chopping Block: Arthur Hayes on Why Crypto Needs to Ditch the Banks
How Crypto and Blockchain Technology Could Change Financial Services
Links
Unchained:
Why You Might Have to Wait a Little Longer for a Crypto Bull Market
What Needs to Happen for Altcoins to Finally Pump: Report
Arthur’s latest blog post
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Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner slice into the juiciest topics in crypto. This week, the crew tackles everything from AI-powered memecoins and the explosive rise of GOAT token to the ongoing rivalry between Ethereum and Solana. They break down the appeal of AI-driven assets, analyze Trump’s World Liberty Finance flop, and debate whether Ethereum’s current fragmentation is hurting its narrative. With Halloween thrills and market chills, this episode delivers insider insights on the trends pushing crypto forward.
Show highlights
🔹 GOAT Token Madness: The latest in AI memecoin hype and how GOAT token captured the attention of investors and Twitter alike.
🔹 Memecoin Stagecraft: Are AI-driven coins here to stay, or is it all clever stagecraft? Our thoughts on the future of AI-based assets.
🔹 AI Meets Memecoins: Is character-driven AI the secret sauce in building compelling memecoins? Exploring the potential of charismatic, interactive assets.
🔹 World Liberty Finance Flop: Trump's crypto token sale misses the mark—are accredited investor rules and lack of memes to blame?
🔹 Trump’s Role in Crypto: How Trump’s “hands-off” approach may have impacted World Liberty’s slow start.
🔹 Ethereum vs Solana: Ethereum’s current challenges and Vitalik’s roadmap defense—can Ethereum reclaim its narrative from Solana’s simpler, single-layer approach?
🔹 Fragmentation in Ethereum’s Ecosystem: How Ethereum’s L2 rollup competition might be confusing new users and hurting its narrative.
Hosts
⭐️Haseeb Qureshi, Managing Partner at Dragonfly
⭐️Tom Schmidt, General Partner at Dragonfly
⭐️Robert Leshner, CEO & Co-founder of Superstate
⭐️Tarun Chitra, Managing Partner at Robot Ventures
Disclosures
Timestamps
00:00 Intro
02:12 The Rise of GOAT Token
11:41 The Future of AI Coins & Meme-Based Value
21:50 The Importance of Attention in Crypto
23:53 Trump's World Liberty Finance Token Sale
31:24 Ethereum's Struggles and Vitalik's Response
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Subscribe to Unchained’s new regulatory newsletter Unregulated.
With the presidential race in the spotlight, it’s easy to overlook the powerful role that Congress could play in shaping crypto policy in the coming years. From committee chairs to legislative allies, crypto advocates are keenly focused on the outcome of key Congressional races. Kristin Smith of the Blockchain Association and Alex Grieve of Paradigm join us today to break down which races and committees are critical for crypto, why the industry is more visible in Washington than ever, and what the chances are for lame duck legislation this year.
Read more: How Congressional Committee Leadership Could Shake Out for Crypto This Election
Show highlights:
Why this election is “incredibly important” for crypto
How the presence of Fairshake is increasingly noticed by Washington
Why some committees are more important than others for the industry
Why the Senate Banking Committee is key
Whether Alex and Kristin are concerned about Sen. Warren becoming chair of the Senate Banking Committee
What could happen to the House Financial Services Committee
Who is likely to take on both of the Agricultural Committees, which is in charge of the CFTC
How the Senate Commerce affects the crypto industry
How the members of the House Energy Committee don’t have a strong stance on crypto
What the stance of the Finance Committee on crypto is
Why there is an opportunity in the House Ways and Means Committee
Whether crypto tax legislation is in the works
Who could be the SEC Chair under a Trump or Harris presidency
Who could be the next Chair of the CFTC
Whether Yellen will be replaced on Treasury, with many pro-crypto options on tap
Why the Federal Reserve matters much more if they get to regulate stablecoins
What the odds are for crypto legislation being passed this year
Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com
Thank you to our sponsors!
Polkadot
Mantle
Robinhood & Arbitrum
Guests:
Kristin Smith, CEO of the Blockchain Association
Kristin’s Op-ed on Unchained: In the Ongoing SAB 121 Fight, Here’s How Crypto Can Move Forward With Bipartisan Support
Previous appearances on Unchained:
Kristin Smith on Why Crypto Legislation Could Be Passed by Year's End
Can Crypto Be a Force in the Midterms? Yes, Say Kristin Smith and Jake Chervinsky
What the Crypto Industry Could See Under a Biden Administration
Alexander Grieve, VP of Government Affairs at Paradigm
Links
Previous coverage of Unchained on the elections:
With Rate Cuts and Upcoming Elections, What’s the Best Play in Crypto?
Why Congressman Ro Khanna Is Hopeful the Democratic Party Will Embrace Crypto
Why Gary Gensler Will Likely Be Out as SEC Chair No Matter Who Wins the Election
Congressman French Hill on Crypto and His Top Pick for the Next SEC Chair
Timestamps:
00:00 Intro
01:55 Why this election is pivotal for crypto
04:50 How Fairshake’s presence is catching Washington’s eye
16:39 Which committees matter most for crypto?
22:49 Why the Senate Banking Committee is crucial
28:54 Concerns about Sen. Warren as potential chair?
38:15 Possible shifts in the House Financial Services Committee
41:47 Who could control the Agricultural Committees and CFTC oversight?
47:35 How the Senate Commerce Committee impacts crypto
51:04 House Energy Committee’s stance on crypto
53:21 Finance Committee’s crypto perspective
55:03 Opportunities in the House Ways and Means Committee
57:28 Is crypto tax legislation in the works?
1:01:23 Potential SEC Chairs under Trump or Harris
1:03:57 Who could be the next CFTC Chair?
1:05:46 Will Yellen be replaced with a pro-crypto Treasury option?
1:08:06 Why the Fed’s role could be pivotal for stablecoin regulation
1:10:46 Odds of crypto legislation passing this year
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Subscribe to our new regulatory newsletter Unregulated: https://unchainedcrypto.substack.com/s/unregulated
The two-week-old GOAT memecoin, which hit a market cap of almost $880 million on Thursday, is captivating everyone in crypto. Not because this is memecoin szn, but because its rise was fueled by an AI called Truth Terminal, which is itself a baby of two other AI models.
Teng Yan, founder of Chain of Thought, joins Unchained to break down how this unexpected AI creation has turned into a phenomenon, why it has captured the attention of the crypto world, and what the future holds for AI-driven tokens.
At the end, Laura also discusses with Unchained’s regulatory reporter Veronica Irwin two interesting and important news stories: who Kamala Harris is vetting for SEC chair and how one Senate race could inadvertently give Senator Elizabeth Warren more power over crypto.
Show highlights:
How an AI experiment unexpectedly led to the creation of GOAT and sparked interest in AI-generated subcultures
How "Terminal of Truth" evolved its own personality, gained attention from Marc Andreessen, and began posting about a new "Goat Sea gospel" religion
How the spelling mistake sparked skepticism about the AI model
What happened with the $50,000 in BTC that Marc Andreessen gave to Truth Terminal
Whether an AI can have its own wallet and what the implications are
Whether AI memecoins could start surging on other chains
What we can expect in terms of the proliferation of AI memecoins
What the future looks like for the intersection of crypto and AI
Who Kamala Harris is considering for SEC Chair if she wins the U.S. election
Why one Senate race could give Elizabeth Warren more power over crypto
Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com
Thank you to our sponsors!
Polkadot
Mantle’s FBTC
Guest
Teng Yan, Founder of Chain of Thought
Teng’s article: GOAT: The Gospel of Goatse
Links
Previous coverage of Unchained on GOAT:
GOAT Hits a Record $879 Million Market Cap After Brian Armstrong Offers to Help Truth Terminal
GOAT: How AI Agents Talking Turned Into a $268 Million Memecoin 'Religion'
Infinite backrooms
Andy : https://x.com/AndyAyrey
Andy Ayrey's (creator of Truth Terminal) research paper on LLMtheism:
Truth Terminal's X account
Kaito: GOAT’s mindshare
Timestamps:
00:00 Intro
01:28 How an AI experiment led to the creation of GOAT
06:16 The rise of “Terminal of Truth” and its unexpected evolution
11:57 How a simple spelling mistake raised skepticism
20:09 What happened to the $50,000 in BTC from Marc Andreessen?
21:06 Whether AI models can have their own wallets
24:17 Whether AI memecoins will surge on other chains
26:19 What’s next for the rise of AI memecoins
28:35 The future of AI and crypto’s intersection
31:39 Who Kamala Harris may consider for SEC Chair
34:12 How one Senate race could boost Elizabeth Warren’s power over crypto
40:33 News Recap
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Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner slice into the juiciest topics in crypto. In this episode, the crew is joined by special guest Anatoly Yakovenko, the mastermind behind Solana, for a deep dive into the network’s evolution and future. The conversation kicks off with a look at Solana's rapid rise from its rocky early days to its current status as a blockchain powerhouse. They debate the role of memecoins in Solana’s ecosystem and whether they’re here to stay or just a passing craze. Next, Anatoly opens up about Fire Dancer’s impact on the network’s scaling and performance, sparking a broader discussion about vertical vs. horizontal scaling. Finally, they explore Solana’s ambitious push into the mobile space with the Seeker phone and its implications for the broader crypto industry. Packed with expert insights, bold predictions, and a few surprises, this episode is a must-listen for anyone following the future of blockchain.
Listen to the episode on Apple Podcasts, Spotify, Overcast, Podcast Addict, Pocket Casts, Pandora, Castbox, Google Podcasts, TuneIn, Amazon Music, or on your favorite podcast platform.
Show highlights
🔹 Solana’s Rise: Solana’s journey from early turbulence to becoming a blockchain powerhouse.
🔹 Memecoin Frenzy: The explosive growth of memecoins on Solana and their impact on the ecosystem.
🔹 Fire Dancer Impact: How Fire Dancer could revolutionize Solana’s scalability and performance.
🔹 Vertical vs Horizontal Scaling: Is Solana’s vertical scaling approach stronger than Ethereum’s rollups?
🔹 Seeker Phone: Solana’s ambitious push into mobile with the Seeker phone and its potential disruption of the app store landscape.
🔹 ETHOS Phone: How does Ethereum’s new phone compare to Solana’s mobile vision?
🔹 Network Extensions: The introduction of network extensions and whether they align with Solana’s long-term vision.
🔹 App Chains: Could the rise of app-specific chains lead to fragmentation or strengthen Solana’s ecosystem?
🔹 Developer Experience: The challenges of Solana’s development environment and their impact on innovation.
🔹 Ethereum Rivalry: With both networks advancing, how is the competition between Solana and Ethereum shaping up?
Hosts
⭐️Haseeb Qureshi, Managing Partner at Dragonfly
⭐️Tom Schmidt, General Partner at Dragonfly
⭐️Tarun Chitra, Managing Partner at Robot Ventures
Special Guest
⭐️Anatoly Yakovenko, Co-Founder & CEO Solana Labs
Disclosures
Timestamps
00:00 Intro
02:56 TCB’s Criticisms
05:12 Evolution of Solana's Ecosystem
17:36 Solana's Competition
22:05 What Is Solana's Moat?
28:31 The Role of Atomicity and Composability
34:11 Network Extensions
44:20 First Mover vs. Second Cohort
48:44 Future of Asset Types and Content
52:49 Developer Experience and Token Implementations
1:00:38 Solana Phone vs. EthOS
1:09:16 Thoughts and Criticism
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In this episode of Bits + Bips, hosts James Seyffart, Alex Kruger, and Joe McCann are joined by Jeff Park of Bitwise to discuss some of the latest developments in the crypto world. They share their thoughts on a controversial ECB paper about Bitcoin, breaking down why they believe the authors missed the mark. They also dive into the rising institutional interest in spot Bitcoin ETFs and how Trump’s momentum in the polls could impact the market, especially for altcoins. Plus, the conversation explores the significance of Bitcoin ETF options and why they could have a larger impact than many expect.
Show highlights:
Why the guys believe that the ECB paper on Bitcoin is a joke
How the Minneapolis Fed report said that prohibiting Bitcoin would allow the government to operate at permanent deficits
The institutional demand for spot bitcoin ETFs
How Trump has been rising in the polls and what the Trump trade looks like at the moment
Whether polls and Poylmarket bets on the U.S. elections are manipulated
How the Fed is putting more focus on jobs than inflation
When the bitcoin ETF options might launch and which issuers will get it first
How memecoins succeed and the rise of AI memecoins like GOAT, fueled by the AI bot truth_terminal
What the $1.1 billion acquisition by Stripe of stablecoin company Bridge means
Why Donald Trump’s World Liberty Financial token sale was a flop
Sponsors:
Gemini
Stellar
Hosts:
James Seyffart, Research Analyst at Bloomberg Intelligence
Alex Kruger, Founder of Asgard
Joe McCann, Founder, CEO, and CIO of Asymmetric
Guest:
Jeff Park, Head of Alpha Strategies at Bitwise
Links
ECB paper on bitcoin: Bitcoin Appreciation Could Be ‘Fuelling The Division Of Society’
Omid Malekan’s rebuttal to the paper by Bindseil & Schaaf (of the ECB)
Minneapolis Fed report: Unique Implementation of Permanent Primary Deficits? | Federal Reserve Bank of Minneapolis
Alex Kruger’s tweet on memecoins
Alex Thorn’s tweet on bitcoin adjusted by inflation
Timestamps:
00:00 Intro
03:08 Why the ECB’s Bitcoin paper missed the mark
10:17 Political motivations behind the Minneapolis Fed report on Bitcoin
14:18 Rising institutional demand for spot Bitcoin ETFs
21:38 How Trump’s poll momentum could impact crypto
32:14 Are election polls and Polymarket bets manipulated?
43:36 Why the Fed is prioritizing jobs over inflation
52:37 When will Bitcoin ETF options launch?
1:01:08 What makes memecoins, including AI memecoins like GOAT, succeed?
1:13:00 The significance of Stripe’s $1.1 billion crypto deal
1:18:02 Why the WLFI token sale was a “flop”
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Africa is quickly becoming one of the most dynamic regions for crypto adoption, but the story unfolding there is very different from what many in the West might imagine.
Chris Maurice, co-founder and CEO of Yellow Card, joins the show to share how stablecoins are already transforming businesses across the continent, solving real-world problems, and taking on SWIFT. Plus, he explains why USDT is the stablecoin of choice there.
He also dives into the long-term economic impact of crypto adoption and explains why anyone serious about business should be paying close attention to Africa.
Show highlights:
What Yellow Card is and the focus on U.S. Dollar stablecoins
The complexities of doing business in Africa
Which African countries have the highest rate of adoption
Chris’s background and his fun story of how he got into working in Africa
How operating a company in Africa is different from other places
Why Yellow Card is currently operating with three stablecoins, and the dominance of USDT
Why Yellow Card only offers centralized stablecoins
Why everyone should pay more attention to the continent, according to Chris
Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com
Thank you to our sponsors!
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Mantle
Robinhood & Arbitrum
Guest:
Chris Maurice, cofounder and CEO of Yellow Card
Links
Previous coverage of Unchained on stablecoins and emerging markets:
Anita Posch on Why ‘Bitcoin Is a Tool for Freedom’ – Especially in Africa
6 Stablecoins That Are Driving the Sector’s Two-Year High in Market Capitalization
Castle Island Ventures’ report: Stablecoins: The Emerging Market Story
Timestamps:
00:00 Intro
02:03 What Yellow Card is and why it focuses on U.S. dollar-denominated stablecoins
04:31 The complexities of doing business in Africa
10:42 Which African countries have the highest crypto adoption
19:17 How Chris got into working in Africa
25:11 How operating in Africa differs from other regions
32:42 Why USDT dominates Yellow Card’s stablecoin business
38:31 Why Yellow Card only uses centralized stablecoins
39:22 Does Africa deserve more attention?
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How do you determine the value of decentralized networks like Bitcoin, Ethereum, or Solana? It’s not as straightforward as traditional investments.
Jon Charbonneau, general partner at crypto investment firm DBA, joins Unchained after writing a paper that dives deep into the complexities of valuing blockchain networks. He explains why applying traditional equity models to networks such as Bitcoin falls short, how tax inefficiencies in staking rewards impact valuations, and whether Layer 2 solutions like Optimism and Arbitrum are helping or hurting the long-term value of Layer 1 blockchains.
Also, he looks at the big question—are these networks sustainable in the long run?
Show highlights:
What motivated Jon to write the paper
What the main points of the paper are
Why tax inefficiencies in staking rewards are a critical factor in valuing decentralized networks and how they differ from traditional corporate taxes
What makes valuing networks tricky, as Jon explains how proof-of-work vs. proof-of-stake systems differ from traditional equity models
How he thinks about valuing Layer 2s and whether they are parasitic to the L1
Whether blockchains are sustainable in the long term
Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com
Thank you to our sponsors!
Polkadot
Mantle’s FBTC
Guest
Jon Charbonneau, co-founder and General Partner at DBA
L1 & L2 Token Value Capture
Links
Previous coverage of Unchained on this topic:
How to Figure Out Whether a Crypto Token Is Worth Its Trading Price
ETH Is Down Bad, While Layer 2s Are Ripping. Are L2s Parasitic to Ethereum?
Are Layer 2s Parasitic to Ethereum and ETH as an Asset?
Are L2s ‘Parasitic’? Analysis Shows Ethereum Only Gets a Tiny Percentage of Fees
Ether-Bitcoin Ratio Is at Multi-Year Lows, But It’s Just ‘Temporary’ and an ‘Opportunity’
Timestamps:
00:00 Intro
01:25 What sparked Jon's interest in this topic?
03:35 Key takeaways from the paper
08:30 How staking taxes could change the game
13:46 Why traditional models fail for blockchain
20:10 Are Layer 2s helping or hurting Layer 1s?
26:51 Can blockchains survive long term?
29:20 News Recap
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Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner slice into the juiciest topics in crypto. In this episode, the crew dives headfirst into the “Memecoin Supercycle,” sparking a debate on whether these wild, meme-powered coins are just a fleeting obsession or a genuine revolution. They then dissect Uniswap’s bold leap to launch its own chain on the Optimism Superchain, asking if this move could steal the spotlight from Ethereum and forever reshape the DeFi landscape. And just when you think it’s all about tech, they dive into Kamala Harris’ latest crypto play, with an eyebrow-raising appeal to memecoin investors. From soaring hype to DeFi drama and political power moves, this episode is packed with hot takes, spicy predictions, and a glimpse at what might lie ahead in the world of crypto.
Show highlights
🔹 “Memecoin Supercycle” and whether memecoins are on track to overtake traditional altcoins as they fuel a new wave of financial speculation.
🔹 Unichain: Uniswap’s bold move to launch its own chain on the Optimism Superchain, questioning whether this could pull DeFi liquidity away from Ethereum and reshape the crypto ecosystem.
🔹 Kamala Harris’ unexpected crypto appeal in her new “opportunity agenda for Black men,” which includes a vague promise for regulatory protection for digital assets.
🔹 Memecoins vs. VC Coins: Murad’s thesis on memecoins outshining VC-backed tokens sparks a heated debate on whether financial nihilism is driving this trend and what it means for the future of crypto investing.
🔹With the new Unichain possibly diverting DeFi liquidity, the crew ponders whether Ethereum is at risk of losing its dominance as the “home of DeFi.”
Hosts
⭐️Haseeb Qureshi, Managing Partner at Dragonfly
⭐️Tom Schmidt, General Partner at Dragonfly
⭐️Robert Leshner, CEO & Co-founder of Superstate
⭐️Tarun Chitra, Managing Partner at Robot Ventures
Disclosures
Timestamps
00:00 Intro
2:10 The Memecoin Supercycle
9:13 VC Coins vs. Memecoins
25:30 Unichain: A New Era for Uniswap
31:51 Token Issuance on Ethereum vs. L2s
35:59 Uniswap's Future and Asset Creation
38:30 Predictions for Unichain's Impact
44:11 Retail Flow and MEV Extraction
53:31 Kamala Harris' Crypto Policy
56:05 Trump vs. Harris
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DeFi tokens have faced significant challenges in recent years. However, are we now on the verge of a new bull market?
Arthur Cheong, founder and CIO of DeFiance Capital, and Jordi Alexander, founder of Selini Capital and chief alchemist at Mantle, join the show to discuss why they believe DeFi is poised for growth. They dive into how DeFi's security and user experience have improved, the impact of Layer 2 solutions on Ethereum, and whether Ethereum or Solana will drive the next bull run. Plus, they discuss whether interest in memecoins takes attention from DeFi, and why sustainable tokenomics matters when it comes to valuing coins.
Are DeFi tokens finally ready to shine again?
Show highlights:
Why they believe that DeFi is poised for a bull cycle
How DeFi's security and UX have improved
Whether DeFi activity can be sustained in the long term
Why Jordi thinks that Layer 2s are not parasitic to ETH but Arthur thinks they are
Whether the DeFi bull case is stronger on Ethereum, Solana or other chains
Whether the Ethereum Foundation and Vitalik Buterin should be more proactive in supporting DeFi
How memecoins reflect a broader societal problem
The importance of tokens that don’t have big unlocks
How the lack of solid frameworks for valuing tokens might be causing capital misallocation in crypto
Whether a liquid venture investing approach is better for crypto
Why Jordi says that there’s a lot of “potential to unlock” with the overlap of Bitcoin and DeFi
Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com
Thank you to our sponsors!
Polkadot
Mantle
Guests:
Arthur Cheong, founder and CIO of DeFiance Capital
Aave, the Core Pillar of Decentralized Finance and Onchain Economy
Liquid Venture Investing in Crypto
Jordi Alexander, Chief Alchemist at Mantle, Founder of Selini Capital
Links
Previous coverage of Unchained on this cycle & DeFi :Has Decentralized Finance Hit Bottom?
Kain Warwick’s tweet on Vitalik being anti-DeFi
Cointelegraph: Vitalik Buterin responds to criticism that Ethereum ‘doesn’t care’ about DeFi
The great return of DeFi, by @tradetheflow
Bitcoin DeFi
Bitcoin Layer 2s Aim to Attract Ethereum-Like Dapps. Will They Succeed?
Bitcoin Is Worth Over $1 Trillion. How Much Will Coinbase’s New cbBTC Grab?
L2s and ETH:
ETH Is Down Bad, While Layer 2s Are Ripping. Are L2s Parasitic to Ethereum?
Are L2s ‘Parasitic’? Analysis Shows Ethereum Only Gets a Tiny Percentage of Fees
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Ryan Salame, the former CEO of FTX Digital Markets, is headed to prison, but not before sharing his side of the story. Ryan talks candidly about the decisions he made at FTX, why he withdrew millions of dollars worth of assets in the days leading up to its bankruptcy, and the backstory behind the Thai prostitute trading scheme to unfreeze Alameda’s funds in China. He also disputes the claims about his campaign finance violations, while explaining why he thinks Caroline Ellison is “at least as guilty as SBF” and that Nishad Singh lied.
Show highlights:
Ryan’s life pre-FTX and how he got into crypto
His three attempts to quit working at FTX
How Ryan committed campaign finance violations
Why Ryan disputes claims that FTX misled banks and misused customer funds
How Ryan was involved in setting up trading accounts with the identities of Thai prostitutes to unfreeze Alameda’s funds
Whether Ryan was involved in bribing a Chinese official
Why he withdrew millions of dollars worth of assets from his FTX accounts right before its bankruptcy
Why Ryan claims he was cooperative with prosecutors, despite common belief
How he refuses to comment on his wife Michelle Bond's case, but denies wrongdoing
Why Ryan pleaded the Fifth Amendment
His allegations that prosecutors lied to his lawyers about whether they would pursue charges against Michelle
Why he thinks that SBF could have never coerced Caroline Ellison and whether Ellison is “equally guilty” as SBF
Why Ryan believes Nishad Singh lied to save himself and his take on Gary Wang
How, if he didn’t know about the fraud, he could be so certain that Caroline or Nishad lied
Whether the legal advice from FTX’s and Alameda’s lawyers should have been considered in Bankman-Fried's trial
Whether testimony from more employees could have created reasonable doubt in SBF's trial
Why Ryan is going to law school
His plans post-prison
What Ryan learned from the FTX debacle
Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com
Thank you to our sponsors!
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Mantle
Guest:
Ryan Salame, former CEO of FTX Digital Markets
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Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and special guest Stani Kulechov chop it up about the latest in crypto. In this episode, the crew dives into the latest speculation about Satoshi Nakamoto, spurred by the just-released HBO documentary. They also discuss Ethereum’s big debate over block times and blob storage expansion, exploring whether these changes can keep Ethereum competitive. The conversation gets heated with talk of a Trump whale on PolyMarket, Operation Chokepoint 2.0, and TikTok’s role in onboarding memecoin buyers. Don’t miss this episode packed with crypto conspiracies, performance debates, and insider gossip!
Show highlights
🔹 Who is Satoshi? Speculation about the HBO documentary “Money Electric” possibly revealing Satoshi Nakamoto’s identity.
🔹 Trump Betting Whale on PolyMarket: Discussion about a large whale accumulating Trump shares in Polymarket and addresses conspiracy theories.
🔹 MEV Reduction Through Shorter Block Times: Reducing Ethereum’s block times from 12 seconds to 8 seconds could decrease MEV by making arbitrage harder, with potential UX and cost improvements for Ethereum.
🔹 Blob Space Expansion: Increasing Ethereum’s blob storage for rollups might prevent alternative data availability layers like Celestia from gaining ground, raising whether more blob space is necessary.
🔹 Operation Chokepoint 2.0: New revelations suggest that regulators, possibly spurred by Elizabeth Warren, pressured banks to unbank crypto firms without formal rulemaking, with Tom calling it “shocking” how accurate initial speculations were.
🔹 Ethereum’s Future Performance Debate: Stani suggests Ethereum should continue to innovate and improve Layer 1 performance, advocating for faster block times and more radical changes to maintain its competitive edge.
🔹 DeFi Market Dynamics: The panel dives into how competitive decentralized finance platforms like Aave and Compound maintain resilience in an ever-evolving landscape, with Stani commending Robert’s contributions to the space.
Hosts
⭐️Haseeb Qureshi, Managing Partner at Dragonfly
⭐️Tom Schmidt, General Partner at Dragonfly
⭐️Tarun Chitra, Managing Partner at Robot Ventures
Guest:
⭐️ Stani Kulechov, Founder & CEO Avara
Disclosures
Timestamps
00:00 Intro
01:09 Mainnet Conference Recap
05:39 HBO & Satoshi Nakamoto
12:55 Election Betting
21:24 World Liberty Financial
31:54 Operation Chokepoint 2.0 Exposed
39:44 Challenges in Crypto Disclosures
50:18 Ethereum's Potential Upgrades
1:03:59 Future of Avara
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As the PBOC and Fed shift their stances on rates and liquidity flows, the macro landscape is evolving rapidly. In this episode of Bits + Bips, we unpack how these policy changes could spark a massive surge across all asset classes—from equities and bonds to Bitcoin and crude oil.
The hosts, joined by Nikos Kargadouris, a seasoned trader, discuss why liquidity is about to flood the markets, why fears of a U.S. recession may be overblown, and how even memecoins could benefit.
Plus, are central banks close to buying bitcoin ETFs?
Show highlights:
How the PBOC's shift in policies impacted the markets and when we’ll see a “bazooka”
How market complacency and short positions on oil amid geopolitical tensions could lead to mispricing and unexpected volatility
How rising crude oil prices could slow the U.S. economy, despite the country being a net oil exporter
How strong payrolls data reduced market expectations of U.S. rate cuts
Why predictions of a U.S. recession might be off
Whether it matters for crypto who wins the elections
The chances of central banks adopting Bitcoin
What the outlook for memecoins looks like in the next months
Whether the HBO documentary about the identify of Satoshi Nakamoto will be a disappointment
Sponsors:
Gemini
Stellar
Hosts:
James Seyffart, Research Analyst at Bloomberg Intelligence
Alex Kruger, Founder of Asgard
Joe McCann, Founder, CEO, and CIO of Asymmetric
Guest:
Nikos Kargadouris, Chief Investment Officer of a private investment office specializing in cross-asset thematic macro and digital asset strategies.
Timestamps:
00:00 Intro
02:09 Impact of the PBOC’s policy shift and timing of the “bazooka”
15:01 Oil mispricing and volatility due to geopolitical tensions
27:30 Rising oil prices and potential U.S. economic slowdown
35:51 Strong payrolls reducing expectations for U.S. rate cuts
44:11 Why U.S. recession predictions might be wrong
50:10 Can prediction markets reflect U.S. election outcomes?
56:05 Does the election winner matter for crypto?
1:04:43 Memecoin outlook for the next months
1:15:34 Will the HBO documentary disappoint?
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The crypto community is facing a new kind of threat—North Korean devs are infiltrating crypto companies to steal millions and funnel funds back to the regime in order to bypass sanctions.
In this episode, Sam Kessler, CoinDesk’s deputy managing editor for tech and protocols, and Taylor Monahan, security at MetaMask, explain how North Korea has embedded its operatives into the crypto space, the red flags companies should watch for, and what these hackers are doing once inside crypto firms.
Plus, they share their most interesting stories about how these hackers have gotten hired at crypto companies and the red flags the industry should know about.
Show highlights:
What Sam found in his investigation about North Koreans infiltrating the industry
How Taylor has found that this is a recurring issue
Why Sam and Taylor refer to these infiltrated workers as ‘IT’ workers
The most interesting stories that Sam and Taylor have discovered
The trends in the hiring process that lead to North Koreans being hired and also what the big red flags are
How “easy it is to de-anonymize” addresses and transactions in blockchains
What assets and networks these workers often use to get paid
How, after infiltrating a company, those projects get hacked
How to deal with a situation in which you’ve already hired North Koreans
How to protect a protocol from another type of North Korean hack: by hacking groups
Whether the industry is getting better at security
Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com
Thank you to our sponsors!
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Mantle
Guests:
Sam Kessler, CoinDesk's deputy managing editor for tech and protocols
CoinDesk: How North Korea Infiltrated the Crypto Industry
Taylor Monahan, Co-Founder of MyEtherWallet
Previous appearances on Unchained:
The QuadrigaCX Case: Taylor Monahan on What We Know From the Blockchain
MyCrypto's Taylor Monahan on Why She's Not a Fan of ICOs
Links
Previous coverage of Unchained on North Korea:
Why North Korea Is Interested in Cryptocurrency
Yeonmi Park on Why Doing Business With North Korea Is Like Buying a Ticket to a Concentration Camp
Others:
DL News: North Korean hackers are infiltrating crypto job boards in a ‘quiet war’ that rakes in $600m
FBI PSA: North Korea Aggressively Targeting Crypto Industry with Well-Disguised Social Engineering Attacks
Chainalysis:
2024 Crypto Crime Mid-year Update Part 1: Cybercrime Climbs as Exchange Thieves and Ransomware Attackers Grow Bolder
Funds Stolen from Crypto Platforms Fall More Than 50% in 2023, but Hacking Remains a Significant Threat as Number of Incidents Rises
Russian and North Korean Cyberattack Infrastructure Converge: New Hacking Data Raises National Security Concerns
ZachXBT: How Lazarus Group laundered $200M from 25+ crypto hacks to fiat from 2020–2023
Timestamps:
00:00 Intro
01:59 Sam's findings on North Korean workers infiltrating crypto projects
04:04 Taylor on the recurring nature of the issue
09:05 Why they’re referred to as ‘IT’ workers
16:17 Most interesting infiltration stories
34:16 Hiring trends and red flags for North Korean operatives
44:02 How easy it is to de-anonymize blockchain transactions
51:05 Assets and networks used for payment
54:06 How infiltrated companies end up getting hacked
58:36 What to do if you've already hired North Korean operatives
1:00:21 How to protect a protocol from being hacked
1:06:22 Is the industry improving in security?
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Welcome to The Chopping Block – 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 dives into Ethereum’s homestaking crisis and its growing competition from high-throughput chains like Solana. They tackle the explosive drama between EigenLayer and Celestia, including the controversial $82 million token sale by VCs. The discussion also covers Ethereum's future, staking rewards, and how restaking could boost its long-term value. Tune in for a deep dive into the challenges and ethical debates shaping the blockchain space right now!
Show highlights
🔹 Total Fees in DA: Data availability (DA) layers generate relatively low fees compared to other blockchain networks.
🔹 EigenLayer Token Launch: EigenLayer launched at a $6 billion valuation, sparking drama with Celestia over DA performance.
🔹 VC Staking Practices: Polychain sold $82 million in Celestia staking rewards, raising ethical concerns about token vesting practices.
🔹 Ethereum Homestaking Debate: Ethereum’s focus on homestaking is being questioned as it faces competition from faster, high-throughput chains.
🔹 Ethereum vs. Solana: Ethereum is urged to take growing competition from Solana seriously to maintain its market dominance.
🔹 Restaking for Monetary Premium: Restaking in EigenLayer could significantly boost Ethereum’s value and long-term sustainability.
🔹 Staking Rewards and Inflation: Staking rewards protect investors but can lead to ethical issues with inflation mechanics.
🔹 Scaling Ethereum: Critics suggest Ethereum should increase bandwidth and capital requirements to enhance scalability and performance.
Hosts
⭐️Haseeb Qureshi, Managing Partner at Dragonfly
⭐️Tom Schmidt, General Partner at Dragonfly
⭐️Robert Leshner, CEO & Co-founder of Superstate
⭐️Tarun Chitra, Managing Partner at Robot Ventures
Disclosures
Links
Disclosures Related to Employee and Investor Staking by EigenLayer https://docs.eigenlayer.xyz/eigenlayer/information-and-transparency/disclosures
“Polychain invested around $20mil in the Series A&B round of Celestia and have already sold over $82 million worth of $TIA just from staking rewards” by @gtx360ti
https://x.com/gtx360ti/status/1839553081773560045
“I think there's a sane version of this where we recognize that 32 ETH is much more of a barrier than bandwidth reqs” by @VitalikButerin
https://x.com/VitalikButerin/status/1841756178692358587
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