Two VCs on Why the 4-Year Cycle Is Dead, DATs & Hyperliquid vs. Binance - Ep. 892
Unchained27 Elo 2025

Two VCs on Why the 4-Year Cycle Is Dead, DATs & Hyperliquid vs. Binance - Ep. 892

Subscribe to the new Bits + Bips channels! 📺 YouTube 🎧 Podcast → Apple Podcasts, Spotify, Pocket Casts, Fountain 🐦 X / Twitter Is crypto no longer moving in predictable four-year waves? From the rise of DATs and stablecoin-specific chains, to Hyperliquid challenging Binance itself, the industry is fracturing into segments with winners and losers. In this episode, Hack VC’s Peter Hans and DBA’s Jon Charbonneau debate whether Solana is next in line for a TradFi pump, why ETH suddenly flipped from dead to indispensable, and how onchain exchanges could finally free projects from Binance’s grip. Thank you to our sponsors! Re Mantle Guests: Peter Hans, Partner and Global Head of Business Development at Hack VC Jon Charbonneau, co-founder and general partner of DBA Links: Rob Hadick’s tweet on the DAT trend Vinny Lingham’s tweet on the locked SOL in DATs Unchained: Hyperliquid Surpasses Robinhood in Trading Volume for Three Months Straight Circle to Launch Layer 1 Blockchain ‘Arc’ Stripe Is Building Its Own Layer 1 Blockchain Timestamps: 🎬 0:00 Intro 🎯 2:44 Whether the DAT trend is peaking or just getting started 🧾 10:57 Whether SOL DATs include locked funds from the FTX estate 🙅‍♂️ 11:52 Why Jon hasn’t touched any of these products 📈 16:28 Why Peter still sees long-term value in these vehicles 🔥 20:24 Why ETH is suddenly hot in TradFi and how SOL could follow 🏦 28:49 What makes a stablecoin-specific chain attractive 😶‍🌫️ 32:42 How crypto overlooked privacy for far too long 🔗 38:48 What it’ll take for stablecoin chains to win the payments game ⚠️ 45:39 Whether stablechains could hurt Ethereum, Tron, or Solana 🔍 47:46 Which stablechain has the best shot at success 💸 52:07 Why Hyperliquid beat Robinhood in trading volume 🧨 56:00 How Hyperliquid could break Binance’s listing chokehold 🕵️‍♂️ 59:23 What makes anonymous, no-KYC products appealing 📉 1:01:30 Whether the 4-year crypto cycle is officially dead Learn more about your ad choices. Visit megaphone.fm/adchoices

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(1275)

The Chopping Block: Bitget's 387 Million Dollar Hack, Kalshi's Cooked Perps Volume, and Agentic Bank Runs

The Chopping Block: Bitget's 387 Million Dollar Hack, Kalshi's Cooked Perps Volume, and Agentic Bank Runs

North Korea takes $387 million from Bitget and moves it through THORChain while NEAR's Shield freezes what it can, a Consensys validator hack tests whether staking was ever the risk-free rate, a quant...

2 Loka 1h 5min

Uneasy Money: The $388M Bitget Hack Started With a Security Vendor

Uneasy Money: The $388M Bitget Hack Started With a Security Vendor

Taylor Monahan ties the Bitget hack to North Korea and the crew asks why THORChain still avoids the scrutiny Tornado Cash got. ======================================================== Thank you to o...

1 Loka 1h 23min

Is Hunter Biden's $LAPTOP Coin a Scam? He Says the Wallets Prove It Isn't

Is Hunter Biden's $LAPTOP Coin a Scam? He Says the Wallets Prove It Isn't

Hunter Biden walks through the $LAPTOP launch, when thin liquidity sent the token to a $317 billion market cap in a minute, and why he says it isn't a scam. ==========================================...

1 Loka 55min

DEX in the City: The Hosts Sign Off With Their Best Advice for Women in Crypto

DEX in the City: The Hosts Sign Off With Their Best Advice for Women in Crypto

In their final episode on Unchained, Katherine Kirkpatrick Bos, Jessi Brooks, and Vy Le share the advice they give women entering crypto. Plus, Vy on the Senate meeting after FTX. ===================...

1 Loka 56min

How Bitget Is Chasing $388 Million in Stolen Funds After a Zero-Day Hack

How Bitget Is Chasing $388 Million in Stolen Funds After a Zero-Day Hack

Bitget lost $388 million — and days later, CEO Gracy Chen says scammers posing as a major investment team targeted her. ======================================================== Thank you to our spon...

30 Syys 1h 6min

Why the Crypto Market Cap Could Reach $50 Trillion This Cycle

Why the Crypto Market Cap Could Reach $50 Trillion This Cycle

Ran Neuner argues crypto has finally found product-market fit, and a BlackRock report on AI agents and blockchain rails convinced him the thesis may be much bigger than he thought. ==================...

25 Syys 49min

Why Kalshi's Timeline Fight Put Its ETH Perp Volume Under a Microscope: Uneasy Money

Why Kalshi's Timeline Fight Put Its ETH Perp Volume Under a Microscope: Uneasy Money

Kalshi's ETH perp did half a billion in volume on $3 million in open interest. Kain and Taylor lay out why that isn't necessarily wash trading. Plus, Austin joins as co-host. ========================...

24 Syys 1h 9min

Bits + Bips: Is Bitcoin Finally Being Priced on Fundamentals?

Bits + Bips: Is Bitcoin Finally Being Priced on Fundamentals?

📢 Bits + Bips has its own channel now — full episodes here: https://www.youtube.com/@Bitsandbips Quick favor: We're deciding what Unchained does next; new shows, stream times, what's worth paying...

23 Syys 13min

Suosittua kategoriassa Politiikka ja uutiset

uutiscast
vallattomat
aikalisa
rss-viihde-media
politiikan-puskaradio
rss-vaalirankkurit-podcast
rss-ootsa-kuullut-tasta
ootsa-kuullut-tasta-2
otetaan-yhdet
tervo-halme
rss-voi-venaja
rss-podme-livebox
rss-kaikki-uusiksi
rss-asiastudio
rss-seksicast
the-ulkopolitist
rss-raha-talous-ja-politiikka
rss-girls-finish-f1rst
rss-ulkopoditiikkaa
politbyroo