Is the Bitcoin Bottom In? Why the Outlook for Real Rates Is in Its Favor

Analysts Will Clemente, Joe Vezzani and Marcus Wu share their Bitcoin outlook amidst war. Plus, Will shares his thesis on Gen Z’s future, and Marcus previews his Bitcoin game theory model. Thank you to our sponsors! ⁠Nexo ⁠Crypto Tax Girl Bitcoin's price has largely held steady despite President Donald Trump's escalation of hostilities with Iran. Is this the bottom signal the market has been waiting for? STIX investments chief Will Clemente, LunarCrush co-founder Joe Vezzani and Delphi Digital Research Analyst Marcus Wu explain why it looks like Bitcoin is bottoming, why a 10/10-style crash would have happened in crypto even without the Binance glitch, and why, regardless of the Jane Street rumors, it’s not beyond Wall Street to manipulate an asset. They also address speculation that Jane Street has been suppressing Bitcoin's price and how AI's rapid advancement could impact crypto in light of Citrini Research's article and Jack Dorsey's Block layoffs. Don't miss Joe's reasoning on why Trump could come to the market's rescue and Will's thesis on why zoomers face four unique financial and technological challenges. Plus Marcus also previews his new game theory model for trading the Bitcoin market. Guest: ⁠Marcus Wu, Research Analyst at Delphi Digital Joe Vezzani, Co-founder and CEO of LunarCrush Will Clemente, Investments at STIX Previous appearances on Unchained: Bitcoin Crashed Below $100K, But Smart Money Is Buying the Dip Strong Hands Aren't Selling Bitcoin. So Who Is? - Ep. 183 Arthur Hayes and Will Clemente on the 2024 Bitcoin Halving Links: Unchained:⁠⁠ Why Gold Rose and Bitcoin Tumbled on Japan Bond Turmoil Is Nic Carter Exaggerating Bitcoin’s Quantum Risk? Yes, Says One Core Dev Bitcoin Rebounds as ETF Inflows Return, Jane Street Speculation Swirls Terraform Estate Targets Jane Street in Explosive Terra Collapse Lawsuit Crypto’s Black Friday Was Its Largest Liquidation Ever. What the Hell Happened? Will’s essay Climbing a Broken Ladder: A message to my fellow Zoomers Marcus’s Bitcoin game theory model Bitcoin Game Theory on Delphi Digital Learn more about your ad choices. Visit megaphone.fm/adchoices

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(1270)

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 Sep 49min

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 Sep 1h 9min

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 Sep 13min

How Zcash and NEAR Are Driving This Crypto Bull Run

Zcash and NEAR are both ripping this week, and Illia Polosukhin and Mert Mumtaz say privacy is the reason why. Is this how the “Bitcoin DeFi” vision comes true? ======================================...

23 Sep 56min

Crypto's Clarity Act Collapses. Two Days Later, the SEC Introduces Its Innovation Exemption

Days after Clarity failed, the SEC granted a major exemption for tokenized stocks. The Digital Chamber’s Cody Carbone explains whether agencies can replace the law. ==================================...

18 Sep 35min

Uneasy Money: What Crypto's Gensler Years Say About the AI Slowdown Debate

Delphi Ventures founding partner Tommy Shaughnessy tells Kain and Taylor the AI slowdown talk is a moat against cheap Chinese models. Plus, why the Clarity Act died. =================================...

17 Sep 1h 14min

The Chopping Block: CLARITY Dies on the Senate Floor, Hunter Biden's LAPTOP Rug, & the AI Pause Pact

The boys get together in person as CLARITY falls short with 47 votes. They break down what comes next, Hunter Biden’s LAPTOP token collapse, the Robinhood/Hyperliquid case, Balancer winding down, and ...

17 Sep 1h

Bits + Bips: Would AI Rules Box Out Everyone but the Frontier Labs?

📢 Bits + Bips has its own channel now — full episodes here: https://www.youtube.com/@Bitsandbips In one week, OpenAI said its agents solved a Millennium Prize problem, a researcher quit Anthropic ...

16 Sep 16min