Unchained

Rob Hadick and Gracy Chen dig into Bitget's universal exchange shift as more crypto exchanges look to become an “everything app.” Plus, Gracy lets slip details of U.S. plans and how it ties to its transfer of BGB ownership.

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Bitget since September has said it is much more than a centralized cryptocurrency exchange.

Dragonfly General Partner Rob Hadick and Bitget CEO Gracy Chen peel back Bitget's universal exchange branding to reveal the trends driving the company's expansion and really that of other exchanges both in TradFi and crypto.

The main takeaway? “Users want a place to trade everything.”

Gracy also teases Bitget's U.S. market entry plans and lets slip the real reason the company transferred ownership of BGB. 

Plus, why Gracy is not so optimistic about AI agents materially impacting the crypto market and what Rob says needs to happen for altcoins to accrue value again. He says it is no longer a market where everything goes up and down together.

Guests:


Rob Hadick, General Partner at Dragonfly


Gracy Chen, CEO at Bitget, previous appearances on Unchained:


Why All Financial Institutions Are 'All Systems Go' on Stablecoins


Stablecoins Are Popping Up Everywhere. What's the End Game?


When a Crypto Treasury Company Is and Isn't Worth a Premium


Why Crypto Has 'a Good Setup' for the Long Term Right Now: Bits + Bips

Links:


Unchained:


Inside Robinhood’s Big Super App Plan: ‘There’s Still a Lot of Work to Be Done’


Coinbase Launches Stock Trading and Prediction Markets


Crypto’s Black Friday Was Its Largest Liquidation Ever. What the Hell Happened?


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

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A U.S. Army Major-General on what markets got wrong about Iran, whether the Strait was ever really at risk, and what the new U.S. strike doctrine signals to China.

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Oil briefly traded above $119 a barrel. Iran threatened to shut the Strait of Hormuz, the single chokepoint that carries roughly 20% of global oil supply. And then, just as fast, prices started pulling back, after Trump said the conflict was "almost completely over." 

But what is actually happening on the ground, what did markets get right, and what are they still missing? 

We bring in U.S. Army Major-General James "Spider" Marks, who spent over 30 years in the U.S. Army, serving as senior intelligence officer through the LA riots, the Balkans, Korea, and Operation Iraqi Freedom, and who culminated his career as commanding general of the U.S. Army Intelligence Center. With a conflict still unfolding, a regime in flux, and markets trying to price it all in real time, there may be no better person to ask.

Hosts:


⁠⁠⁠⁠Ram Ahluwalia⁠⁠⁠⁠, CFA, CEO and Founder of Lumida


⁠⁠⁠⁠Austin Campbell⁠⁠⁠⁠, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting


⁠⁠⁠⁠Christopher Perkins⁠⁠⁠⁠, Managing Partner and President of CoinFund

Hosts:

James "Spider" Marks, U.S. Army Major-General

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Joseph Chalom and Danny Ryan discuss the institutional outlook on Ethereum and why it is “the only game in town.”

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The institutions are here and they may have already picked their preferred blockchain. 

Sharplink Gaming CEO Joseph Chalom and Etherealize co-founder Danny Ryan discuss the institutional outlook on Ethereum. They say the network is the only chain being discussed by institutions thinking about tokenization, dismissing Solana as a possible contender. They explore what this means for ether and why anticipated upgrades only strengthen the case.

Meanwhile, Danny maintains that L2s are still part of the Ethereum roadmap, albeit agreeing with Vitalik that they need to evolve.

Plus, why Joseph thinks privacy will unlock Ethereum's next DeFi wave and why Danny sees AI agents as the salve to crypto's UX woes, though he calls the current activity “a toy.”

Guest:


⁠Joseph Chalom, President/CEO at SharpLink Gaming Inc.




Danny Ryan, Co-Founder & President of Etherealize

Links:


Unchained:⁠⁠


⁠Vitalik Targets Block Building as Ethereum Prepares Glamsterdam Upgrade

Vitalik Buterin Lays Out Quantum Defense Plan for Ethereum

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

Ethereum Researchers Outline Seven Forks Through 2029 in New “Strawmap”

BlackRock Just Chose Uniswap. The Market Didn’t Care. Here’s Why.

Want to Hire an AI Agent? Check Their Reputation Via ERC-8004

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The Aave DAO collapsed — but might that be good for Aave? (But bad for the token?) Plus, how the feud between the U.S. government and Anthropic helped the AI company.

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The Aave civil war appears to be at an end with key members of the DAO rage quitting and leaving Aave Labs standing as the sole protocol contributor. 

Uneasy Money hosts Kain Warwick, Luca Netz, and Taylor Monahan explain why the Aave DAO's messy collapse is a death knell for the DAO system. Ironically, they wonder — could this be good for Aave, but bad for the token?

The crew also wades into ZachXBT's recent Axiom investigation and how the on-chain detective has become “a vigilante for hire.” 

They also cover all the insider trading claims and fights around prediction markets involving the Iran War and Mr. Beast, and “Kalshi jail.” Kain suspects another reason for the U.S. government's rift with Anthropic. Luca, an Anthropic investor, says he wished Dario had taken the government's deal, but that Sam Altman needs to “take the Zuck playbook.”

Meanwhile, is Anthropic nerfing OpenClaw?

Hosts:


⁠⁠⁠Kain Warwick⁠⁠⁠, Founder of Infinex and Synthetix


⁠⁠⁠Taylor Monahan⁠⁠⁠, Security Expert


⁠⁠⁠Luca Netz, CEO of Pudgy Penguins

Links:


Unchained:


⁠⁠⁠⁠Aave Governance Fight Escalates Ahead of $51 Million Funding Vote

Uneasy Money: Why the AI Singularity May Already Be Out of Our Hands

How Aave Labs and the DAO Should Split Ownership of the Brand – Uneasy Money

ZachXBT Alleges Axiom Employee Misused Internal Data

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

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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.

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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

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