Bitcoin Is Breaking, AI Agents Are Organizing, and Crypto’s Rules Are Cracking: This Week on Unchained

Good Sunday!

It’s been a hell of a week. The market just forced a reset.

And coincidentally, Vitalik also reset Ethereum’s L2 narrative, saying that the original vision of layer 2s as branded shards “no longer makes sense.”

So I wrote an article that explains:

• 🏳️ what his L2 capitulation means for ETH

• 🤑which L2 tokens still make sense, and 

• 👀 which ones were always living on borrowed narrative

Plus, here’s what we unpacked this week on Unchained:

• 🏦 Bits + Bips on Gold, Hyperliquid & Power at the Fed
  Why gold’s volatility shock revealed cracks in 24/7 markets, how onchain venues like Hyperliquid are increasingly where price discovery happens, and why Kevin Warsh’s Fed nomination signals a deeper institutional power shift.

• 📉 Bitcoin’s Oversold Signal
  Why Bitcoin and ETH are flashing extreme fear, why oversold doesn’t guarantee a bottom, and what technicians need to see before confidence returns.

• 🪓 The Chopping Block on Market Meltdown & Crypto Drama
  Bitcoin below $75K, the CZ vs. Star feud over the 10/10 liquidation cascade, a fiery debate over founder token sales — and the strange crypto connections inside the Epstein files.

• 💥 Why Bitcoin Is Down — and Why Hyperliquid Stands Out
  How a mini credit contraction is pressuring crypto, why Bitcoin has given back its Trump-era gains, and why Hyperliquid remains a rare bright spot amid the drawdown.

• 🤖 DEX in the City on AI Agents, Stablecoins & the CLARITY Act
  Why the White House stepped into the stablecoin yield fight, why some think CLARITY is missing the point, and how accountability works when AI agents start organizing onchain.

• 🧠 When AI Agents Take Over the Economy
  What Moltbook reveals about a post-human future, how AI could reshape work and money, and whether Bitcoin still has a role when agents run the system.

• ⚙️ Uneasy Money on AI Agents, L2s & Vitalik’s Bombshell
  Why Vitalik says the L2 vision no longer makes sense, how AI agents are already being used onchain, and whether Ethereum needs to rethink its scaling story.

• 🆔 How to Trust AI Agents With ERC-8004
  Why Ethereum’s new standard matters, how reputation works for autonomous agents, and what builders should know before launching AI-native businesses.

All these episodes are available on Apple Podcasts, Spotify, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.

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