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Transcript 1145: Why the AI Business Model Is Cracking and How Crypto Could Help Fix It
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Transcript 1145: Why the AI Business Model Is Cracking and How Crypto Could Help Fix It

OpenAI, Anthropic, SpaceX and the AI IPO cycle face a structural problem: a cheap, capable open source exit is already drawing enterprise users away before either company goes public.

Margaret Kuria
Margaret Kuria
Unchained DailyUnchained Daily
Strategy Halts the Share Sales That Fund Its Bitcoin Buys

Strategy Halts the Share Sales That Fund Its Bitcoin Buys

Plus: 🏦 Morgan Stanley files for ETH and SOL ETFs at rock-bottom fees | ⟠ The Ethereum Foundation loses another leader | βš–οΈ The CFTC and SEC move to define "swaps" as CME sues

Aakash Girimath
Aakash Girimath
Unchained DailyUnchained Daily
Bitcoin Slides as Warsh's Fed Turns Hawkish

Bitcoin Slides as Warsh's Fed Turns Hawkish

Plus: βš–οΈ CME plans to sue the CFTC over perps as a judge rebuffs the agency | 🟣 Moody's puts credit ratings on Solana | πŸ“‰ Strategy's STRC sinks to $89

Aakash Girimath
Aakash Girimath
Unchained DailyUnchained Daily
Crypto Brushed $3 Trillion, but the Conviction Isn't There

Crypto Brushed $3 Trillion, but the Conviction Isn't There

Plus: 🏦 BlackRock's yield-paying Bitcoin ETF goes live | πŸͺ™ Coinbase makes its move into tokenized stocks | ⟠ Ethereum's biggest upgrade since the Merge enters its final stage

Aakash Girimath
Aakash Girimath
Unchained DailyUnchained Daily
Standard Chartered Says Wall Street Could Send UNI Up 40x

Standard Chartered Says Wall Street Could Send UNI Up 40x

Plus: 🟒 Spot HYPE ETFs near $900 million in volume | 🟠 Saylor's Strategy buys another 1,587 BTC | πŸ”΅ BitMine adds $136 million more ether

Aakash Girimath
Aakash Girimath
Unchained DailyUnchained Daily
Bitcoin Tops $65K as US and Iran Reach a Deal

Bitcoin Tops $65K as US and Iran Reach a Deal

Plus: πŸ“ˆ Exodus and Ondo launch 200-plus tokenized stocks on Solana | βš–οΈ Sam Bankman-Fried loses his appeal

Aakash Girimath
Aakash Girimath
Unchained WeeklyUnchained Weekly
What If AI Never Makes Money? - This Week on Unchained

What If AI Never Makes Money? - This Week on Unchained

Plus: AI found a four-year bug. Then went silent.

Margaret Kuria
Margaret Kuria
TranscriptsTranscripts
Transcript 1141: Why Saylor’s β€˜Inoculate’ Comment May Be a Signal He’ll Sell More Bitcoin
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Transcript 1141: Why Saylor’s β€˜Inoculate’ Comment May Be a Signal He’ll Sell More Bitcoin

About 80% of STRC holders are retail investors. Glenn Cameron walks through the prospectus, how Saylor's public claims differ from the reality, and why Strategy has no good options.

Margaret Kuria
Margaret Kuria
Unchained DailyUnchained Daily
Citi Is Putting Private Company Shares Onchain

Citi Is Putting Private Company Shares Onchain

Plus: πŸ’° Canton's developer raises $355 million to bring Wall Street onchain | πŸ“‰ JPMorgan says the debasement trade is unwinding | πŸ‡―πŸ‡΅ Japan moves to regulate crypto like stocks

Aakash Girimath
Aakash Girimath
TranscriptsTranscripts
Transcript 1137: Why MSTR Should Have Sold $2 Billion Instead of $2 Million of Bitcoin
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Transcript 1137: Why MSTR Should Have Sold $2 Billion Instead of $2 Million of Bitcoin

Jeff Dorman on why Strategy's four stakeholder classes are all losing, and why Saylor should have sold $2B of Bitcoin at once instead of $2.5M.

Margaret Kuria
Margaret Kuria
Unchained DailyUnchained Daily
BlackRock Wants to Pay You to Hold Bitcoin

BlackRock Wants to Pay You to Hold Bitcoin

Plus: πŸ“‰ Crypto bounces, but the bottom still isn't in | πŸ€– Tether leads a $1.4 billion robotics round | βš–οΈ The CFTC writes its first prediction-markets rule

Aakash Girimath
Aakash Girimath
Unchained DailyUnchained Daily
Bitcoin's Bear Market Is the Shallowest Ever

Bitcoin's Bear Market Is the Shallowest Ever

Plus: πŸ›‘οΈ Aave proposes a binding risk framework after KelpDAO | πŸ’° Morpho raises $175M in DeFi's biggest round | 🏦 Janus Henderson takes a direct ENA position

Aakash Girimath
Aakash Girimath
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