Crypto meets macro podcast. Livestreams at 4:30pm ET every Monday. Part of @unchained_pod
Crypto Twitter
Joined May 2024
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Citrini says crypto now has fundamentals. Kobeissi lays out a bear-market thesis. Then: CoreWeave's credit, the Bitcoin miners that pivoted, and Anthropic's rating. Bits + Bips at 4:30pm ET with John D’Agostino and @Nick_van_Eck .
xitter.cf/i/broadcasts/1kJzDPjLM…
3.7% CPI. $110 Brent. Half a million marchers in France. 🌍
@perkinscr97 and @coinbase's John D'Agostino on what inflation is doing to the social contract, with @austincampbell and @Nick_van_Eck.
youtu.be/6DO0H-1Olr4
"It's not bad, John. It's exciting." 🚀
@coinbase's John D'Agostino retells what a top quant said about AI's math breakthroughs and post-quantum cryptography.
Catch the full conversation here 👇
xitter.cf/laurashin/status/21127…
Chips Crack, Bitcoin Holds. Is Crypto Finally Trading on Its Own Drivers?
Bitcoin finished flat in a week when the chip index fell 11.4% and the KOSPI had its worst week since 2008. 📉
On Bits + Bips, @coinbase's John D'Agostino and @Nick_van_Eck join @austincampbell and @perkinscr97 on why crypto held up, and whether an AI unwind could send liquidity its way. 🎧
Timestamps:
🎬 00:00 Intro
📉 01:50 Chips crack, Bitcoin holds: did crypto trade on its own drivers?
💵 08:20 Nick on why GENIUS pulled enterprise stablecoin demand forward 3-5 years
📲 12:25 John's '1-hour thesis' and $20M a week in tokenized stocks in the UAE
🤖 15:15 Is the AI trade unwinding, and do frontier labs like Anthropic have a moat?
🟦 24:45 Nexo: Generate daily interest on your crypto or borrow funds against your assets at unchainedcrypto.com/go/nexo-…
⛽ 25:23 Why 3.7% CPI, $110 Brent, and a 5% 10-year leave the Fed in a tough spot
🧓 31:37 Nick's 'generational pump and dump' and why voters are angry at both parties
🏗️ 41:38 Where will AI's debt come from after CoreWeave's 25% slide?
🔐 47:29 Why AI's math breakthroughs pull forward the post-quantum timeline
US debt went from near zero to $40 trillion in one generation's lifetime. 💸
@Nick_van_Eck on why he calls it "the generational pump and dump."
Catch the full conversation here 👇
xitter.cf/laurashin/status/21127…
Chips Crack, Bitcoin Holds. Is Crypto Finally Trading on Its Own Drivers?
Bitcoin finished flat in a week when the chip index fell 11.4% and the KOSPI had its worst week since 2008. 📉
On Bits + Bips, @coinbase's John D'Agostino and @Nick_van_Eck join @austincampbell and @perkinscr97 on why crypto held up, and whether an AI unwind could send liquidity its way. 🎧
Timestamps:
🎬 00:00 Intro
📉 01:50 Chips crack, Bitcoin holds: did crypto trade on its own drivers?
💵 08:20 Nick on why GENIUS pulled enterprise stablecoin demand forward 3-5 years
📲 12:25 John's '1-hour thesis' and $20M a week in tokenized stocks in the UAE
🤖 15:15 Is the AI trade unwinding, and do frontier labs like Anthropic have a moat?
🟦 24:45 Nexo: Generate daily interest on your crypto or borrow funds against your assets at unchainedcrypto.com/go/nexo-…
⛽ 25:23 Why 3.7% CPI, $110 Brent, and a 5% 10-year leave the Fed in a tough spot
🧓 31:37 Nick's 'generational pump and dump' and why voters are angry at both parties
🏗️ 41:38 Where will AI's debt come from after CoreWeave's 25% slide?
🔐 47:29 Why AI's math breakthroughs pull forward the post-quantum timeline
"I don't want to be the last person on this train." 🚂
John D'Agostino of @coinbase on why taking profits on the AI trade now is "very rational."
Catch the full conversation here 👇
xitter.cf/laurashin/status/21127…
Chips Crack, Bitcoin Holds. Is Crypto Finally Trading on Its Own Drivers?
Bitcoin finished flat in a week when the chip index fell 11.4% and the KOSPI had its worst week since 2008. 📉
On Bits + Bips, @coinbase's John D'Agostino and @Nick_van_Eck join @austincampbell and @perkinscr97 on why crypto held up, and whether an AI unwind could send liquidity its way. 🎧
Timestamps:
🎬 00:00 Intro
📉 01:50 Chips crack, Bitcoin holds: did crypto trade on its own drivers?
💵 08:20 Nick on why GENIUS pulled enterprise stablecoin demand forward 3-5 years
📲 12:25 John's '1-hour thesis' and $20M a week in tokenized stocks in the UAE
🤖 15:15 Is the AI trade unwinding, and do frontier labs like Anthropic have a moat?
🟦 24:45 Nexo: Generate daily interest on your crypto or borrow funds against your assets at unchainedcrypto.com/go/nexo-…
⛽ 25:23 Why 3.7% CPI, $110 Brent, and a 5% 10-year leave the Fed in a tough spot
🧓 31:37 Nick's 'generational pump and dump' and why voters are angry at both parties
🏗️ 41:38 Where will AI's debt come from after CoreWeave's 25% slide?
🔐 47:29 Why AI's math breakthroughs pull forward the post-quantum timeline
"It's going to be a bloodbath." 🩸
John D'Agostino of @coinbase on why AI is a bubble worth having anyway, with @Nick_van_Eck, @austincampbell and @perkinscr97.
youtu.be/YAT4VdoG-Z8
Can the US grow its way out of $40 trillion in debt? 🇺🇸
John D'Agostino and @Nick_van_Eck join @austincampbell and @perkinscr97, who argues "the only real path out of this thing is growth." 📈
unchainedcrypto.com/bits-bip…
Oil Above $100, Bonds Down: What It Means for Crypto xitter.cf/i/broadcasts/1kJzDPjLM…
Citrini says crypto now has fundamentals. Kobeissi lays out a bear-market thesis. Then: CoreWeave's credit, the Bitcoin miners that pivoted, and Anthropic's rating.
@bitsandbips at 4:30pm ET with John D'Agostino and @Nick_van_Eck.
Semis and the Nasdaq had a rough week, bonds fell, oil's above $100 and the KOSPI had its worst week since Lehman. How has crypto held up?
Today at 4:30pm ET, @austincampbell , @ramahluwalia and @perkinscr97 ask John D'Agostino and @Nick_van_Eck.
Live here on X
"I wasn't even born when you guys voted these things for yourself." 📉
@austincampbell tells @perkinscr97 why age is becoming ideology in Western politics. 🏛️
Catch the full conversation here 👇
xitter.cf/laurashin/status/21107…
Could AI-Accelerated Math Break Crypto's Keys Before Quantum Does?
Users who bought @Ledger devices through a Malaysian reseller were drained of an estimated $100M+ across six chains. 🔓
@perkinscr97 says it may be time for intermediaries, while @austincampbell argues people have been misreading their security surface all along. 🔐
Timestamps:
🌏 01:47 Token2049: what Chris saw as institutions showed up in force in Singapore
🏗️ 07:05 Why Chris says fundamentals and utility are replacing memes and momentum
🇺🇸 11:07 What Patrick Witt's Strategic Bitcoin Reserve comments mean for sovereigns
💰 15:36 Nexo: Generate daily interest on your crypto or borrow funds against your assets at unchainedcrypto.com/go/nexo-…
🔓 16:11 How a compromised Ledger reseller led to an estimated $100M drained
🔐 21:58 Why Austin says self-custody users have misread their security surface
🧮 25:25 Justin Drake's warning: could AI math break crypto keys before Q-Day?
📈 35:51 A 10-year near 5.24% and why Austin says you can't hike out of a supply shock
🧓 40:00 Why Austin sees young vs. old as the West's next political fault line
🤖 47:40 OpenAI's reported $20B revenue gap: where do the gains from AI land?
Coins going to zero. Credit cards off the internet. Email no longer private. 💳
@austincampbell and @perkinscr97 on what a broad cryptography break would actually mean. 🎧
Catch the full conversation here 👇
xitter.cf/laurashin/status/21107…
Could AI-Accelerated Math Break Crypto's Keys Before Quantum Does?
Users who bought @Ledger devices through a Malaysian reseller were drained of an estimated $100M+ across six chains. 🔓
@perkinscr97 says it may be time for intermediaries, while @austincampbell argues people have been misreading their security surface all along. 🔐
Timestamps:
🌏 01:47 Token2049: what Chris saw as institutions showed up in force in Singapore
🏗️ 07:05 Why Chris says fundamentals and utility are replacing memes and momentum
🇺🇸 11:07 What Patrick Witt's Strategic Bitcoin Reserve comments mean for sovereigns
💰 15:36 Nexo: Generate daily interest on your crypto or borrow funds against your assets at unchainedcrypto.com/go/nexo-…
🔓 16:11 How a compromised Ledger reseller led to an estimated $100M drained
🔐 21:58 Why Austin says self-custody users have misread their security surface
🧮 25:25 Justin Drake's warning: could AI math break crypto keys before Q-Day?
📈 35:51 A 10-year near 5.24% and why Austin says you can't hike out of a supply shock
🧓 40:00 Why Austin sees young vs. old as the West's next political fault line
🤖 47:40 OpenAI's reported $20B revenue gap: where do the gains from AI land?
The safest crypto setup might be the simplest one. 🛡️
@austincampbell and @perkinscr97 on what the latest wave of hacks reveals about how people think about self-custody. 🎧
Catch the full conversation here 👇
xitter.cf/laurashin/status/21107…
Could AI-Accelerated Math Break Crypto's Keys Before Quantum Does?
Users who bought @Ledger devices through a Malaysian reseller were drained of an estimated $100M+ across six chains. 🔓
@perkinscr97 says it may be time for intermediaries, while @austincampbell argues people have been misreading their security surface all along. 🔐
Timestamps:
🌏 01:47 Token2049: what Chris saw as institutions showed up in force in Singapore
🏗️ 07:05 Why Chris says fundamentals and utility are replacing memes and momentum
🇺🇸 11:07 What Patrick Witt's Strategic Bitcoin Reserve comments mean for sovereigns
💰 15:36 Nexo: Generate daily interest on your crypto or borrow funds against your assets at unchainedcrypto.com/go/nexo-…
🔓 16:11 How a compromised Ledger reseller led to an estimated $100M drained
🔐 21:58 Why Austin says self-custody users have misread their security surface
🧮 25:25 Justin Drake's warning: could AI math break crypto keys before Q-Day?
📈 35:51 A 10-year near 5.24% and why Austin says you can't hike out of a supply shock
🧓 40:00 Why Austin sees young vs. old as the West's next political fault line
🤖 47:40 OpenAI's reported $20B revenue gap: where do the gains from AI land?
Bits + Bips retweeted
How a Hidden LTE Chip Turned Real Ledgers Into Seed Phrase Thieves: Uneasy Money
A Ledger reseller's devices shipped with an LTE chip and eSIM wired inside that allowed bad actors to drain $70M to $100M. 🔐
On Uneasy Money, @tayvano_ tells @kain and @austingriffith how the implant passed @Ledger's genuine check, and why panicked owners are now the bigger risk. 📡
Timestamps:
🎬 00:00 Intro
🔐 01:32 Why a Ledger reseller became the entry point for a supply chain attack
📡 09:15 Taylor on how the CryptoBilis attack moved past fake devices and scratchers
🧯 19:01 Why Taylor says panicked Ledger owners now face the bigger risk
💸 20:17 Why Austin sees DIY hardware wallets as the future
🕵️ 30:34 How Taylor “demixed” Zcash by following the gas trail
📣 34:52 Nexo: Generate daily interest on your crypto or borrow funds against your assets at unchainedcrypto.com/go/nexo-…
🎙️ 35:37 What the bug planted in OpenAI's office says about AI espionage
🛠️ 41:42 Austin's homemade Alexa, blood wallet, and AI-run electronics bench
🪙 48:04 Why a decade-old XRP infinite mint bug points to AI-assisted hunting
🧮 51:04 Is $250K enough? Taylor compares the XRP bounty to Google's Chrome payout
⛓️ 01:00:30 StarkNet wants to become an L1: why Kain thinks that's where L2s end up
🏚️ 01:11:03 How MegaETH shows why L2 ecosystems struggle to keep their apps
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