Unchained

Laura Shin
  • ٠٫٠ (٠)
  • أخبار الأعمال
  • يتم التحديث يوميًا

Crypto assets and blockchain technology are about to transform every trust-based interaction of our lives, from financial services to identity to the Internet of Things. In this podcast, host Laura Shin, an independent journalist covering all things crypto, talks with industry pioneers about how crypto assets and blockchains will change the way we earn, spend and invest our money. Tune in to find out how Web 3.0, the decentralized web, will revolutionize our world.

  1. قبل ١٩ ساعة

    Bits + Bips: The Interview — The $16 Trillion Repo Market Is TradFi’s Central Nervous System. Its Finally Coming Onchain

    The repo market is $16 trillion globally and most people have never heard of it — until the plumbing breaks. Craig Burchell of FalconX and Matteo Pandolfi of Pareto explain how it works and why bringing it on-chain is the next big unlock for DeFi. --- Heads up! If you haven’t yet, be sure to subscribe to Bits + Bips, since the show will migrate there in a few weeks. Follow us on ⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠Unchained⁠⁠⁠⁠⁠ and wherever you get your podcasts. ---- The repo market is $16 trillion globally and it is, as Craig Burchell puts it, the oil that makes everything go. It is also almost entirely absent from on-chain finance — and that gap is creating real problems for RWA liquidity, stablecoin swap desks, and DeFi protocols trying to manage redemption queues. Steve Ehrlich sits down with Craig Burchell, head of lending at FalconX, and Matteo Pandolfi, CEO of on-chain credit infrastructure provider Pareto, to map exactly how repo works, what broke in 2019, why it translates extremely well into onchain finance. Matteo puts a $1 trillion figure on where on-chain repo gets in five years. Craig gives you one reason it gets there and one very honest reason it might not. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Steve Ehrlich, Head of Research at SharpLink and Host of Bits + Bips: The Interview - https://x.com/Steven_Ehrlich Guest: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Craig Burchell — Head of Lending, FalconX; previously Head of Lending at Membrane Finance. @_CraigBirchall ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Matteo Pandolfi — CEO & Co-Founder, Pareto (on-chain credit infrastructure). @pan_teo_ Learn more about your ad choices. Visit megaphone.fm/adchoices

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  2. قبل يوم واحد

    How Hyperliquid Benefits From Its New Deal With Coinbase Over USDC

    Coinbase just became the official USDC treasury deployer on Hyperliquid. Alex Weseley of Artemis explains how this boosts Hyperliquid’s annual revenue by 25%. ======================================================== Thank you to our sponsor! ⁠⁠Coinbase One⁠⁠: Get 20% off the first year of your Coinbase One annual plan at ⁠⁠coinbase.com/unchained⁠⁠. ======================================================== The morning this episode was recorded, Coinbase announced it was acquiring the USDH brand and becoming the official USDC treasury deployer on Hyperliquid — a deal with $150 million in annual revenue implications for a platform that previously earned nothing from its $5 billion USDC float. Alex Weseley, institutional data lead at Artemis Analytics, walks through the math on the HYPE price move, explains why the deal had to be bilateral between Circle and Coinbase, lays out his $300 billion Coinbase thesis built on X402 and agentic commerce, and takes on the question Laura's been asking all week: is the Circle–Coinbase relationship heading for divorce? Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Laura Shin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Host / Unchained Guests: ⁠Alex Weseley — Institutional Data Lead, Artemis Analytics Learn more about your ad choices. Visit megaphone.fm/adchoices

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  3. قبل ٣ أيام

    DEX in the City: Will the CLARITY Act Pass? Three Crypto Lawyers Give Their Odds

    As a new CLARITY Act draft dropped, KK, Vy, and guest Josh Riezman of GSR give their passage odds and explain the one developer protection provision that matters most. Thanks to our sponsor! Coinbase One Get 20% off the first year of your Coinbase One annual plan ⁠coinbase.com/unchained⁠ A new draft of the CLARITY Act just landed — all 300-plus pages of it — and Katherine Kirkpatrick Bos, TuongVy Le, and guest Josh Riezman of GSR didn't wait to dig in.  On this episode they break down the specific developer protection provision in the Blockchain Regulatory Certainty Act that introduces a specific intent standard for charging developers, debate passage odds, and explain why Circle releasing a token as a public company signals a real shift in how the SEC thinks about the security/token distinction.  They also unpack Chair Atkins' remarks at the SEC's AI+ Expo — a speech Vy argues shows the SEC and Congress are now in lockstep on modernizing securities regulation for on-chain infrastructure — and why, for the first time, that infrastructure includes vaults. Hosts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Katherine Kirkpatrick Bos⁠⁠⁠⁠⁠, General Counsel at StarkWare. Previously held senior legal roles across DeFi and centralized exchanges. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TuongVy Le⁠⁠⁠⁠⁠⁠, General Counsel at Veda Guest: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Josh Riezman — Chief Legal and Strategy Officer, GSR Learn more about your ad choices. Visit megaphone.fm/adchoices

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  4. قبل ٣ أيام

    Bits + Bips: Why the AI Rally Keeps Growing — and Why Circle Launched Arc

    Ram says the entire market is now one giant AI trade. Chris argues the boom is backed by real fundamentals. Austin asks: is AI creating value for the right companies? --- Thank you to our sponsor! Coinbase One: Get 20% off the first year of your Coinbase One annual plan at coinbase.com/unchained. Heads up! If you haven’t yet, be sure to subscribe to Bits + Bips, since the show will migrate there in a few weeks. Follow us on ⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠Unchained⁠⁠⁠⁠⁠ and wherever you get your podcasts. ---- Circle just made history as the first publicly traded company to run a token presale, raising $222 million from BlackRock, Apollo, ICE, and a16z at a $3 billion valuation — and the stock went up. At the same time, Coinbase reported a $394 million loss, cut 700 jobs, and suffered a five-hour outage.  Ram, Austin, and Chris work through what's really happening: whether Circle's Arc is the institutional payment rail the industry has been waiting for or a financial engineering play, whether Coinbase's troubles are cyclical or structural, and whether the AI-driven market rally is a bubble forming or a fundamental shift that makes the dotcom comparison wrong. Hosts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Austin Campbell (@austincampbell) — Founder, Zero Knowledge Consulting; Adjunct Professor, NYU Stern ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ram Ahluwalia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Co-Host, CEO of Lumida ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Chris Perkins⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Co-Host, CEO of 250 Digital Asset Management Learn more about your ad choices. Visit megaphone.fm/adchoices

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  5. ٨ مايو

    Coinbase's Chief Policy Officer on Why He Believes the Clarity Act Will Pass

    Coinbase's chief policy officer explains why the bank lobby failed to kill stablecoin rewards — and what 'workable compromise' actually means for crypto users. ======================================================== Thank you to our sponsors! Adaptive Security: Test and strengthen your company’s defenses against AI deepfakes and synthetic identities at adaptivesecurity.com.  Coinbase One: Get 20% off the first year of your Coinbase One annual plan at coinbase.com/unchained. ======================================================== The Genius Act established that stablecoin issuers could pay rewards to users. The banks said no. For months, the American Bankers Association used the Clarity Act as a pressure point to reverse that decision — tying up a bill that was supposed to govern an entirely different corner of crypto. Now there's compromise language. Coinbase's chief policy officer, Faryar Shirzad, says it's workable. The banks say it doesn't go far enough. Meanwhile, the Clarity Act itself is racing toward a July 4th deadline, with a Senate Banking Committee markup expected the week of May 14. Ethics provisions around government officials holding crypto assets remain the hardest open question — and, as Shirzad puts it, one entirely above his pay grade. This is where the biggest crypto legislation in US history actually stands. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Laura Shin⁠⁠⁠⁠⁠⁠⁠⁠⁠, Host / Unchained Guests: Faryar Shirzad (@faryarshirzad) — Chief Policy Officer, Coinbase Learn more about your ad choices. Visit megaphone.fm/adchoices

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  6. ٨ مايو

    DEX in the City: With the Stablecoin Yield Compromise, Can the Clarity Act Get Passed?

    Seven lawsuits blame OpenAI for enabling a mass shooting. Could the same legal theory come for DeFi? Thanks to our sponsor! Coinbase One Get 20% off the first year of your Coinbase One annual plan coinbase.com/unchained Seven families just sued OpenAI in federal court, arguing ChatGPT was a defective product that helped plan a mass shooting. OpenAI's own safety team flagged the risk eight months earlier and did nothing. The legal theory being tested here, that software developers can be held liable for foreseeable misuse of their tools, is the same theory that has been circling DeFi for years.  Meanwhile, April ended as the most hacked month in crypto history, with over $600 million stolen in roughly 30 exploits, most of them linked to North Korea and its weapons programs. DeFi United, a $300M relief coalition led by Aave, emerged as the industry's response.  KK, Vy, and Jessi unpack what it means when the 'code is law' defense starts to crack, why basic operational security is still not standard practice, and how close the Clarity Act actually is to crossing the finish line. Hosts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Katherine Kirkpatrick Bos⁠⁠⁠, General Counsel at StarkWare. Previously held senior legal roles across DeFi and centralized exchanges. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jessi Brooks⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, General Counsel at Ribbit Capital ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TuongVy Le⁠⁠⁠⁠, General Counsel at Veda Learn more about your ad choices. Visit megaphone.fm/adchoices

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  7. ٧ مايو

    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. ======================================================== Thank you to our sponsor! Coinbase One 20% off first year of annual plan + $50 Bitcoin bonus. Offer valid until May 31. coinbase.com/unchained ======================================================== a16z crypto just closed its fifth crypto fund at $2.2 billion — smaller than its previous fund, but the firm says that's deliberate.  General Partner Ali Yahya argues we are entering a different phase of crypto's development: one where infrastructure is ready, regulatory clarity is arriving, and the competition for real users has begun in earnest.  Two themes sit at the center of a16z's thesis — the collision of crypto and FinTech, and the emergence of AI agents as economic actors. But Yahya's most striking claim may be about blockchains themselves: that performance is no longer a moat, privacy is. And that the chains which get privacy right will accrue stronger network effects than anything the industry has built before.  What does a world of privacy-dominant blockchains do to DeFi composability, to security, to the ability to track hackers? And where does the quantum threat actually stand? Host: ⁠⁠⁠⁠⁠⁠⁠⁠Laura Shin⁠⁠⁠⁠⁠⁠⁠⁠, Host / Unchained Guests: ⁠⁠⁠⁠⁠⁠⁠⁠Ali Yahya, General Partner, a16z crypto Learn more about your ad choices. Visit megaphone.fm/adchoices

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  8. ٧ مايو

    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 sponsor! Coinbase One — coinbase.com/unchained Heads up! If you haven’t yet, be sure to subscribe to Bits + Bips, since the show will migrate there in a few weeks. Follow us on ⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠, ⁠⁠⁠⁠YouTube⁠⁠⁠⁠, ⁠⁠⁠⁠Spotify⁠⁠⁠⁠, ⁠⁠⁠⁠X⁠⁠⁠⁠, ⁠⁠⁠⁠Unchained⁠⁠⁠⁠ and wherever you get your podcasts. ---- Iranian cruise missiles struck commercial vessels in the Strait of Hormuz, Brent jumped 5%, and Bitcoin broke through $80 — all in the same day. The Bits + Bips crew unpacks what the escalation means for crypto and macro positioning, why Ram stays bullish, and whether Paul Tudor Jones is right that Bitcoin is now the best inflation hedge. They also break down the Clarity Act’s yield compromise — with Circle up 16% — and why Austin argues banks may have handed asset managers a structural win. Finally, a U.S. court filing targeting Arbitrum’s frozen North Korean funds raises a bigger question: can you serve legal papers on code, and what does that mean for DAO governance? Austin Campbell, Ram Ahluwalia, and Chris Perkins break it all down. Hosts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Austin Campbell (@austincampbell) — Founder, Zero Knowledge Consulting; Adjunct Professor, NYU Stern ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ram Ahluwalia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Co-Host, CEO of Lumida ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Chris Perkins⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Co-Host, CEO of 250 Digital Asset Management Learn more about your ad choices. Visit megaphone.fm/adchoices

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مشاهدة الكل (١٫٢ ألف)

مقطع ترويجي

المضيفون والضيوف

حول

Crypto assets and blockchain technology are about to transform every trust-based interaction of our lives, from financial services to identity to the Internet of Things. In this podcast, host Laura Shin, an independent journalist covering all things crypto, talks with industry pioneers about how crypto assets and blockchains will change the way we earn, spend and invest our money. Tune in to find out how Web 3.0, the decentralized web, will revolutionize our world.

المعلومات

  • صناع العمل
    Laura Shin
  • سنوات النشاط
    ٢٠١٦ - ٢٠٢٦
  • الحلقات
    ١٫٢ ألف
  • التقييم
    ملائم
  • حقوق النشر
    © Copyright 2020 Laura Shin. All Rights Reserved.
  • موقع البرنامج على الويب
    Unchained

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