Is the Bitcoin Bottom In? Why the Outlook for Real Rates Is in Its Favor
Unchained6 Maalis

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

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Can Solana Edge Out Ethereum to Win the AI Agent & RWA Race?

Can Solana Edge Out Ethereum to Win the AI Agent & RWA Race?

Tushar Jain and Mike Ippolito make the bull case for Solana as competition heats up. Thank you to our sponsors! Fuse: The Energy Network – Shift your energy use and earn rewards. MultiChai...

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DEX in the City: Why Everyone Is Overreacting About the Terra v. Jane Street Lawsuit

DEX in the City: Why Everyone Is Overreacting About the Terra v. Jane Street Lawsuit

Robinhood's Coy Garrison and Seong Seog Lee join the crew to unpack the Robinhood Chain launch strategy. Thank you to our sponsors!  ⁠MultiChain Advisors Robinhood's proposed chain for the tra...

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The Chopping Block: AI's Role in Crypto, Agentic Coding, & Citrini Financial Crisis

The Chopping Block: AI's Role in Crypto, Agentic Coding, & Citrini Financial Crisis

Explore how AI could reshape crypto and finance, redefining traditional systems and introducing new threats. As AI-powered agents promise efficiency, Haseeb, Tom, Tarun, and guest Illia Polosukhin cri...

27 Helmi 1h 1min

Bits + Bips: Are Crypto Markets Bottoming, or Is There More Pain Ahead?

Bits + Bips: Are Crypto Markets Bottoming, or Is There More Pain Ahead?

DATs may be collapsing, AI agents may be overhyped, but Omid Malekan thinks the strongest case for crypto has nothing to do with either. Thank you to our sponsors: ⁠⁠Fuse: The Energy Network⁠ ...

26 Helmi 1h 8min

How Virtuals' New AI Accelerator Will Bring Humanoid Robots to the Real World

How Virtuals' New AI Accelerator Will Bring Humanoid Robots to the Real World

Jansen Teng announces  Virtuals’ new humanoid robotics accelerator. Is this the next frontier for the AI agent meta? Thank you to our sponsors! ⁠⁠⁠⁠Figure⁠⁠⁠⁠ ⁠⁠⁠⁠Crypto Tax Girl⁠⁠⁠⁠ V...

23 Helmi 1h 4min

Is Nic Carter Exaggerating Bitcoin's Quantum Risk? Yes, Says One Core Dev

Is Nic Carter Exaggerating Bitcoin's Quantum Risk? Yes, Says One Core Dev

Matt Corallo says “the community that exists at the time” will make decisions on how Bitcoin deals with the threat of quantum computing. Thank you to our sponsors! ⁠Figure⁠ ⁠Crypto Tax Gir...

22 Helmi 1h 18min

Uneasy Money: Why Peter Steinberger and Non-Crypto People Hate the Crypto Mob

Uneasy Money: Why Peter Steinberger and Non-Crypto People Hate the Crypto Mob

LayerZero’s Bryan Pellegrino joins to unpack Base's decision to leave the OP Stack, Zora's migration to Solana and more. Thank you to our sponsors! ⁠Fuse: The Energy Network – Shift your energy...

20 Helmi 1h 23min

Stani Kulechov on Why Aave Labs Is Putting Itself at the Mercy of the DAO

Stani Kulechov on Why Aave Labs Is Putting Itself at the Mercy of the DAO

Stani Kulechov unpacks Aave Labs’ “Aave Will Win” proposal, explaining why the company wants the DAO to have power over its finances. Thank you to our sponsors! Adaptive Security Aave Labs h...

20 Helmi 57min

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