Unchained Podcast Por Laura Shin arte de portada

Unchained

Unchained

De: Laura Shin
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Crypto assets and blockchain technology are about to transform every trust-based interaction of our lives, from financial services to identity to the Internet of Things. In this podcast, host Laura Shin, an independent journalist covering all things crypto, talks with industry pioneers about how crypto assets and blockchains will change the way we earn, spend and invest our money. Tune in to find out how Web 3.0, the decentralized web, will revolutionize our world. Disclosure: I'm a nocoiner.Copyright 2020 Laura Shin. All Rights Reserved. Política y Gobierno
Episodios
  • The Chopping Block: Arthur Hayes & Tom Lee; Hyperliquid vs Aster, DATs & ETH - Ep. 917

    The Chopping Block: Arthur Hayes & Tom Lee; Hyperliquid vs Aster, DATs & ETH - Ep. 917
    Oct 4 2025
    Arthur Hayes & Tom Lee map the new crypto arms race—Hyperliquid vs Aster, Plasma’s stablecoin rails, and ETH’s DAT-fueled supercycle. 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. Live at Token2049 Singapore, we’re joined by Arthur Hayes (Maelstrom) and Tom Lee (Bitmine) to map two battles shaping the next cycle: the Perp DEX war—Hyperliquid’s moat vs. CZ-linked Aster, zero-fee experiments like Lighter, and whether ~$500M/year token unlocks can stay “bullish”—and the race to own stablecoin rails, from Tether-affiliated Plasma’s zero-fee USDT chain to distribution plays like Tempo and Codex. We dig into DATs, mNAV compression, and Tom’s “ETH supercycle,” plus prediction markets (Polymarket vs. Kalshi) crossing into the mainstream and a surprise Zcash revival. If crypto’s future is being decided in trading venues and in money itself, this is where the battle lines get drawn. Show highlights🔹 Perp DEX wars — Hyperliquid vs Aster: Binance-linked Aster surges as Hyperliquid’s moat is stress-tested; CEX tie-ups (Bybit–ApeX, Coinbase–Avantis) escalate the fight. 🔹 Arthur Hayes on Hyperliquid: 126x call but sold ahead of ~$500M/yr token unlocks (starting November); “bullish unlocks” depend on sustained dominance + real fees. 🔹 Lighter’s zero-fee perps: Can post-airdrop volume stick, or do profits migrate to HLP/LLP vault strategies as fees compress? 🔹 DATs & ETH “supercycle” — Tom Lee (Bitmine): Communications flywheel, mNAV compression, ~70 ETH DATs with many below NAV; consolidation/unwinds/ETF conversions amid SEC/Nasdaq scrutiny and ZeroG controversy. 🔹 Plasma stablecoin chain (Tether-affiliated): Zero-fee USDT transfers, heavy incentives, Binance Earn distribution—are flows durable vs Ethereum/Tron? 🔹 Prediction markets — Polymarket vs Kalshi: South Park moment; funds cite PMs for shutdown/Fed odds; 2024 election accuracy pushes PMs mainstream. 🔹 Privacy coins & Zcash revival: ZEC rally, Monero 51%-attack mention, and the ongoing listings/compliance tug-of-war. 🔹 Stablecoins to $4T? — Tom Lee: Micropayments + 24/7 rails expand TAM across multiple chains, not just Ethereum. Hosts⁠ Disclosures⁠ ⭐️Haseeb Qureshi, Managing Partner at Dragonfly ⭐️Tom Schmidt, General Partner at Dragonfly ⭐️Tarun Chitra, Managing Partner at Robot Ventures Guest ⭐️ Arthur Hayes, CIO at Maelstrom ⭐️Tom Lee, CIO of Fundstrat Capital & Chairman of Bitmine Timestamps 00:00 Intro 01:15 Token 2049 Reflections 03:55 Tom Lee's Role in Ethereum 08:04 Challenges & Future of DATs 13:09 Plasma: Berachain for Stablecoins 20:06 Perp Dex Wars & Hyperliquid 24:26 Fee Compression 29:59 Kalshi vs. Polymarket 39:52 Zcash & Privacy Coins Learn more about your ad choices. Visit megaphone.fm/adchoices
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    44 m
  • What’s the Better Bet? Stocks or Gold? - Ep. 916

    What’s the Better Bet? Stocks or Gold? - Ep. 916
    Oct 3 2025
    Is gold the ultimate hedge against inflation and sovereign risk? Or are stocks the better long-term wealth builder thanks to innovation and earnings growth? In this heated and highly entertaining episode, Ram Ahluwalia (Lumida Wealth) and Vinny Lingham (Praxos Capital) dive deep into the macro landscape to debate the relative merits of gold vs. the S&P 500. Along the way, they explore: Gold’s decentralization vs. Bitcoin Why share buybacks might be distorting wealth creation The role of inflation, AI, fiscal dominance, and central banks The logic behind each of their portfolios And to make things more interesting? They make a $10,000 bet on whether gold or the S&P 500 will perform better over the 9 months. Token2049 Binance Ram Ahluwalia, CFA, CEO and Founder of Lumida Vinny Lingham, Co-founder of Praxos Capital Timestamps: 🎬 0:00 Intro 📈 4:30 Why Ram argues stocks are the stronger long-term play 🥇 7:18 Why Vinny says gold is more decentralized than even Bitcoin 💵 12:08 Why Ram believes earnings make stocks the superior investment ♻️ 16:37 Why Vinny thinks stock buybacks are harmful for society 🌍 27:30 Is this still the best time in history to be alive? ⏳ 33:23 Whether its too expensive now to buy gold ⚡ 40:40 What Vinny predicts will trigger the next major macro crisis 🤝 42:56 The $10,000 bet: gold vs. the S&P 500 🤖 48:33 Whether we’re still early in the AI boom 🎤 54:15 Closing arguments from Ram and Vinny Learn more about your ad choices. Visit megaphone.fm/adchoices
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    59 m
  • How Hyperliquid Came to ‘Threaten the Very Existence’ of CEXs Like Binance - Ep. 915

    How Hyperliquid Came to ‘Threaten the Very Existence’ of CEXs Like Binance - Ep. 915
    Oct 2 2025
    Aster, backed by YZi Labs (formerly Binance Labs), has suddenly vaulted to the top of volume charts, but is its rise organic, or manufactured? But while everyone frames the battle as Aster vs. Hyperliquid, Syncracy’s Ryan Watkins and Sunny Shi argue the real fight is much bigger: decentralized exchanges versus centralized giants like Binance. Plus: what role Solana will play in the next chapter in the perps dex wars? And won’t Ethereum even compete? Thank you to our sponsors! Binance Token2049 Guests: Ryan Watkins, Co-Founder of Syncracy Capital Sunny Shi, Investor at Syncracy Capital Links: Unchained: Nearly $12 Billion in HYPE Token Unlocks Loom Ahead: Maelstrom Why Hyperliquid Should Cut Its Total Token Supply Nearly in Half Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 h y 14 m
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Crypto is so noisy. Unchained is the opposite to noisy
The crypto/macro show is extremely good too

The best podcast in crypto

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