Unchained

Evgeny Gaevoy, founder and CEO of Wintermute and veteran liquidity provider across CEX, DeFi and OTC markets. He discusses where retail attention is moving next. Topics include tokenized equities and weekend risks, prediction markets and insider-information concerns, shifts toward commodities and tokenized gold, and how market makers pick tokens based on volume and due diligence.

They unpack the Claudebot/AI agent craze and why local agents went viral. Security risks from agents and exposed services get a hard look. The conversation connects AI agents to on-chain payment rails and crypto tooling. They probe a bizarre stolen-Bitcoin flexing incident and the memecoin drama around laundering and market mechanics. Ethereum’s proactive quantum research is compared to Bitcoin’s more laid-back stance.

A deep dive into high-profile legal fights over bank account closures and what they reveal about debanking. An investigation into alleged theft from a government-seized Bitcoin wallet and how seized crypto is custodied. A discussion on whether the U.S. needs a dedicated crypto Fort Knox and how SEC and CFTC coordination could reshape market oversight. A heated recounting of CZ’s dramatic prison anecdotes and accountability debates.

Ryan Watkins, co-founder of Syncracy Capital and crypto analyst, explains why crypto feels stuck in a 'twilight zone' between traders and institutions. He discusses why sentiment is low, what catalysts could spark upside surprises, and why bitcoin has lagged gold. He highlights growing use cases: stablecoins, tokenized dollars, perpetuals, and clearer token vs equity design.

Griff Green, co-founder of Giveth and longtime Ethereum organizer who helped recover funds after the 2016 DAO hack, discusses turning unclaimed DAO ETH into a staked security endowment. He outlines plans for funding Ethereum and rollup security, reviving DAO governance experiments, staking leftover ETH for sustainable grants, and prioritizing tooling, audits, and incident response to make crypto safer.

A deep dive into Superstate's $82M raise and the rise of tokenized securities. Explores TradeXYZ hitting $1B+ commodities volume as gold and silver surge. Breaks down three tokenization models from bootleg to issuer-led. Covers the ClawdBot AI wave, security risks from open gateways, and how agent-based coding is reshaping software development.

Laura Walter, Founder and CPA of CryptoTaxGirl, explains why 2025 will complicate crypto taxes. She breaks down the new 1099-DA, wallet-by-wallet accounting, cost-basis allocation, and safe-harbor timing. Short tips on labeling wallets, choosing accounting methods, and when heavy DeFi or staking users should seek expert help.

Charles Edwards, founder and CIO at Capriole Investments, a macro and crypto strategist. He discusses why gold is surging while bitcoin lags. They probe realpolitik, whether rate cuts can hurt risk assets in a high-debt world, and the looming quantum-risk question that may be capping Bitcoin’s adoption.

Steve Sosnick, Chief Strategist at Interactive Brokers with decades of market experience. He contrasts gold’s safe-haven wins with bitcoin’s risk-asset behavior. He examines bond yields, geopolitics, ETFs and volatility. He explores what crypto must prove to earn credibility and how tokenized assets and stablecoins might capture safe-haven demand.

The chaos surrounding Trove's ICO launch reveals ongoing struggles in the crypto world. Discussions dive into address-poisoning scams and how to spot suspicious projects. The hosts analyze X’s strategy to block InfoFi apps, claiming it could strengthen the platform. They debate whether Cosmos' technical limits are holding back its potential. Paradex's rollback sparks a conversation about the shifting ideology of 'code is law.' Listeners are treated to insights on decentralized social media's challenges and the transformative power of token-native payments.