Unchained

In this intriguing discussion, hosts explore Canton's partnership with Nasdaq and its implications for blockchain adoption. A fascinating look at Google DeepMind's vision for an agentic economy reveals the need for machine-readable money. The legality of insider trading on prediction markets sparks debate, especially in light of recent market activity following Maduro's capture. The potential impact of proposed legislation to bar federal officials from trading is analyzed, alongside positive crypto news highlighting donations to animal charities.

Marc Zeller, founder of the Aave Chan Initiative, dives into the Aave brand ownership battle, revealing a contentious vote over control of brand assets. He explains the implications of a recent revenue redirection by Aave Labs and why legal ownership matters for token holders. The conversation touches on regulatory pressures, governance risks, and the revenue model affecting valuations. Additionally, Zeller discusses the controversies surrounding Infinex's ICO and the nuances of prediction markets, highlighting the need for clearer structures in decentralized governance.

Alex Thorn, Head of Research at Galaxy Digital, and Ryan Graham, Research Analyst at Messari, discuss the tumultuous landscape of crypto heading into 2026. They examine the breakdown of Bitcoin's halving cycle and the macroeconomic forces at play, such as Fed policies and geopolitical tensions. The conversation shifts to Ethereum's value, Solana's competition for real-world applications, and the burgeoning field of prediction markets. They also highlight the growing importance of on-chain privacy for future blockchain applications.

The hosts debate the biggest winners and losers in crypto, from Trump's meme coins to Web3's untimely eulogy. They highlight surprising comebacks like Zcash and Circle's IPO while critiquing failed AI agents and Berachain's fall. Predictive markets gain momentum, and fresh predictions for 2026 suggest explosive AI-capital innovation and the rise of equity perps. Expect a blend of brutal honesty and humor as they dissect missed predictions and share the best memes of the year.

Peter Tchir, Head of Macro Strategy at Academy Securities, joins the discussion on the geopolitical implications of the U.S. capture of Nicolás Maduro. He shares insights on the surge of Bitcoin past $94,000 and analyzes how crypto markets react more swiftly to world events compared to traditional finance. Tchir also explores potential investment opportunities in Latin America, the shift from ESG to a 'production for security' framework, and the strategic message this operation sends to global powers like China and Russia.

Join Jason Pagoulatos, Head of Markets at Delphi Digital, and Jordan Yeakley, DeFi research lead at Delphi Digital, as they explore the current shifting dynamics in the crypto market. They discuss the potential end of the four-year cycle, the impact of gold prices on Bitcoin, and what recent market apathy means for investors. The duo also dives into the competition for capital among crypto and tech sectors and debates the future of privacy coins. Plus, they analyze the race to create the ultimate super app with competing giants like Coinbase and Robinhood.

A civil war brews within the Aave DAO as swap fees spark outrage over claims of 'stealth privatization.' The hosts dissect a contentious proposal aiming to seize Aave's intellectual property, highlighting governance tensions. They then explore a $3.9M exploit on the Flow chain, raising alarms about the dangers of rollbacks and bridges acting as custodians. Finally, the discussion pivots to Coinbase's ambitions for a super-app, debating whether its strategy will outpace Robinhood in the evolving financial landscape.

In this insightful discussion, John D’Agostino, Head of Strategy at Coinbase Institutional, dives into bold predictions for the crypto landscape in 2026. He foresees major global brands like Amazon potentially launching their own stablecoins. The hosts debate the implications of a potential ban on U.S. dollar stablecoins and a looming risk of significant hacks. They also explore whether altcoins may struggle while Bitcoin and Ethereum might see all-time highs. Plus, John connects financial nihilism to the current wave of meme investing. A fascinating look at the future awaits!

Doug Colkitt, co-founder of Fogo and Ambient Finance, teams up with Gwart, host of The Gwart Show, to dissect a tumultuous 2025 for crypto. They delve into the implications of the GENIUS Act's interest prohibition, Bitcoin's highs and unfulfilled expectations, and the intriguing market dynamics behind the '10/10' crash. The duo also tackles the surge of privacy coins, speculating on Zcash's spike and the potential effects of quantum computing on Bitcoin's future. With predictions for 2026, they offer a glimpse into the industry's evolving landscape.

Doug Colkitt, co-founder of Fogo and Ambient Finance, and Gwart, the host of The Gwart Show, bring humor to crypto's wild world. They discuss the surprising launches of Trump and Melania’s memecoins, diving into the implications of political figures entering the crypto space. They also explore Hayden Davis's unexpected rise as a coin launcher and his media antics. Plus, insights on the Bybit hack and its fallout highlight the precariousness of the market, leaving listeners both entertained and informed on the latest trends.