Unchained

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Crypto Tax Girl

What happened to Bitcoin on Feb. 5? And why does the apex crypto continue to underperform?

DeFi Development Corp investment chief Parker White has some theories. In this Unchained podcast episode, Parker walks Laura Shin through them as they gain traction on X.

At the center of it all is non-crypto Hong Kong fund and another fund that may be executing a ‘Big Short’-style trade using derivatives.

Listen to find out why Parker is so convinced.

Guest:


Parker White, COO/Chief Investment Officer at DeFi Development Corp

Links:

Bitcoin Mining Gets a Rare Reset as Weaker Players Drop Out

Why Bitcoin Is Down, Plus the Rare Bright Spot in Crypto: Hyperliquid

Crypto Sentiment Is Down Bad. The Reality Is Far Different, Says Ryan Watkins

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Listen to the episode on Apple Podcasts, Spotify, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.

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Bitcoin slid toward $60,000 on Feb. 5 in a brutal, cross-asset selloff that hit gold, equities, and crypto alike. With leverage unwinding and basis trades breaking, long-time bitcoin holders are distributing to institutional buyers who, by 13F data, are mostly underwater. The mood across digital assets is bleak.

Against that backdrop, Nic Carter of Castle Island Ventures argues that key Bitcoin narratives have quietly failed—and warns that developers’ inaction on quantum risk could open the door to institutional control. If devs don’t act, Carter says ETF giants like BlackRock will.

The panel then widens the lens: declaring the token-centric VC model dead, debating whether AI now rivals the industrial revolution, and stress-testing it all across topics ranging from Solana vs. Hyperliquid to Japan’s political shift and MrBeast’s fintech play.

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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

Guest:

Nic Carter, Founding Partner at Castle Island Ventures

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Crypto Tax Girl

LayerZero Labs is making bold promises with its coming Zero Blockchain. 2 million transactions per second per node. A thousandth of a penny per transaction. No compromises to decentralization. The big question is how?!

In this Unchained podcast episode, LayerZero Labs CEO Bryan Pellegrino explains how the team was able to crack scalability by fixing blockchain storage and rethinking the crypto industry's approach to zero knowledge technology.

With the blockchain already boasting partners such as Citadel Securities, DTCC and ICE, will Zero be the blockchain institutions decide to build on?

Guest:


Bryan Pellegrino, Co-founder & CEO of LayerZero Labs

Links:

LayerZero Foundation Buys Back 5% of ZRO Token Supply From Early Investors

PayPal’s PYUSD Integrates LayerZero to Expand Across Blockchains

The LayerZero/Wormhole Bidding War Shows How to Value a Crypto Business

LayerZero Fought the Sybils and Airdropped Its Token. Did the Team Win?

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The ERC-8004 standard for trustless AI agent interactions is finally live on mainnet!

In this Unchained episode, Ethereum Foundation AI Lead Davide Crapis joins to explain what the standard is, how it works, how it’s protected against manipulation, and what's next.

Listen to find out his most interesting experience building the project and tips for builders looking to start businesses around AI agents.

Guest:


Davide Crapis, AI Lead at Ethereum Foundation

Links:

How the x402 Standard Is Enabling AI Agents to Pay Each Other

Uneasy Money: How Ethereum May Have One-Upped Bitcoin in One Big Way

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Fuse: The Energy Network

MultiChain Advisors

Vitalik Buterin just dropped a bombshell: the L2 vision no longer makes sense. Meanwhile, AI coding agents are going parabolic.

In this monster episode of Uneasy Money, Ethereum Foundation Head of Developer Growth Austin Griffith and Optimism co-founder Karl Floersch join hosts Kain Warwick and Taylor Monahan to unpack the reasoning behind Vitalik's remarks and debate whether Ethereum needs L2s to pull institutions.

They also take a deep dive into the OpenClaw and Moltbook craze and Austin shares how he has different agents running on different machines, including one that texts his wife good morning everyday. Is “AI the new UI?”

Hosts:


Kain Warwick, Founder of Infinex and Synthetix


Taylor Monahan, Security Expert, Metamask


Guests:


Austin Griffith, AI Lead at Ethereum Foundation


Karl Floersh, CTO of OP Labs

Links:

Vitalik Rethinks Ethereum’s L2 Playbook, Calls for Shift Toward Native Rollups

How the x402 Standard Is Enabling AI Agents to Pay Each Other

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