Unchained27 Aug 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

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(1144)

A16z Crypto Raised $2.2 Billion for Fund 5. Here's How They Plan to Deploy It

From AI agents as economic actors to quantum threats and prediction market regulation, Ali Yahya of a16z lays out the investment thesis behind a16z crypto's fifth fund. ==============================...

7 Mai 55min

Why Wrapped Energy or Compute Will Be the New Store of Value: Bits + Bips

Missiles in the Strait of Hormuz. Brent jumps 5%. Bitcoin breaks through $80. The Bits + Bips crew reads the geopolitical tape — and explains why crypto is shrugging it off. --- Thank you to our spo...

7 Mai 1h

Ben Fielding: Gensyn, Decentralized AI, and the Prediction Market That Settles Itself: Bits + Bips

A prediction market trades on outcomes. An information market trades on knowledge. Fielding makes the case for the latter. --- Heads up! If you haven’t yet, be sure to subscribe to Bits + Bips, sin...

3 Mai 50min

After April's $606 Million in DeFi Hacks, What's the Fair Value Yield Rate?

$606 million in DeFi exploits in one month. Two of the space's sharpest risk thinkers debate whether lenders are being paid anywhere close to enough. =================================================...

3 Mai 1h 6min

Pump.fun’s $370M Burn Was a Mistake, Says Luca Netz: Uneasy Money

Pump.fun set fire to $370 million in tokens. Luca lays out the airdrop math that says they should have done the opposite. Thank you to our sponsors!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MultiChain Advisors is an emerging...

1 Mai 1h 14min

The Chopping Block: Defi United’s “Bailout,” MegaETH’s KPI Vesting, and Prediction Market Chaos

Is the era of protocol bailouts upon us? The Chopping Block crew and MegaETH's Shuyao Kong debate Defi United’s community-funded rescue, the KPI vesting experiment shaking up token launches, whether D...

30 Apr 1h

How Microsoft Won the OpenAI Fight as Markets Rally on Iran

One side wins the OpenAI-Microsoft divorce, Ram calls a 19% earnings growth year 'bananas,' and Chris wants the US to hack back against DeFi exploiters. Here is the full rundown. --- Heads up! If y...

29 Apr 57min

How Microsoft Won in Its Revised Deal With OpenAI

Microsoft restructured its agreement with OpenAI, and Ram Ahluwalia has a clear verdict: Microsoft won. In this segment from Bits + Bips, Ram explains the three things Microsoft secured from the new...

29 Apr 3min