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Bitcoin to $400k, PUMP, GENIUS, and more!
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Juan Aranovich
July 26, 2025
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Good Saturday! Here’s what we unpacked on the pod this week:
🪙 Pump Crashes After $600 Million ICO – Can it bounce back or was this the top?
🚀 Udi on $400K Bitcoin by Year End – Why forced buyers could blow the lid off.
🏛️ Bits + Bips: Stablecoins Get Legalized – What it really means now that DC finally acted.
⚖️ The Chopping Block: Clarity Act and a $120K Bitcoin – Did crypto just go mainstream for real?
Catch up on anything you missed 👇
The Price of PUMP Is Way Down Since the ICO. Will It Recover?
The price of PUMP is now down below the ICO price. What went wrong? And can it recover?
Pump raised $600 million in 12 minutes. Then the token crashed … and sentiment with it.
In this episode, Delphi’s Yan Liberman, Jason Pagoulatos, and Simon Smockey unpack what really happened, from the lack of investor lockups to the underwhelming post-ICO communication, and what Pump must do now to win back the market.
We also get into whether the “everything app” strategy still makes sense, what decentralization means after this cycle, and what tokens can learn from equity markets.
Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.
Udi Wertheimer on Why Bitcoin Could Reach $400,000 by Year’s End
Udi Wertheimer says OG bitcoiners are gone, and that’s why the next Bitcoin rally could melt your face off.
Bitcoin is up over 25% year-to-date, but what if this is still the beginning?
Udi Wertheimer joins the show to share a thesis that’s grabbing attention across crypto: that we’re entering a generational Bitcoin rotation, where old holders are out, new institutional buyers are in, and price targets like $400K may arrive faster than anyone expects.
He explains why the emergence of “forced buyers” like Michael Saylor’s Strategy changes everything, why he thinks the altcoin cycle is already lost, and how the biggest mistake Crypto Twitter is making today is thinking this is the top.
Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.
Bits + Bips: Stablecoins Just Went Legit, but That’s Only the First Step
Crypto won big in DC, but the industry has plenty of other fights to win. Plus, why ETH is finally rallying and whether Trump is posing a real threat to the Fed.
Last week, the U.S. passed its first major piece of crypto legislation. Stablecoins now have a legal home, and that could open the floodgates for adoption, disruption, and regulation.
But is this just the beginning?
In this episode of Bits + Bips, Ram Ahluwalia, Noelle Acheson, Steve Ehrlich, and guest Cosmo Jiang of Pantera dive into what the stablecoin law actually means, who it helps, who it threatens, and why Wall Street and crypto startups alike are positioning fast.
They also cover Ethereum’s rally, what’s fueling it, and whether the boom in digital asset treasury companies is sustainable. Plus, they unpack Trump’s latest threats against the Fed and what it means for markets, inflation, and interest rates.
Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.
The Chopping Block: The Clarity Act, Stablecoins, and a $120K Bitcoin Boom
The Clarity Act Passes, Bitcoin Hits $120K, and Congress Throws Crypto a Lifeline – The Chopping Block
Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto.
In this episode, the crew is joined by special guest Rebecca Rettig, Chief Legal Officer at Jito Labs, to unpack the biggest legislative week in crypto history.
The Clarity Act, Genius Act, and Anti-CBDC Act all pass Congress, ushering in what some are calling a regulatory renaissance — or at least, the first real rules of the road. Bitcoin breaks $120K, memecoins rip, and Crypto Week sends shockwaves through Washington. But is the Clarity Act really the win the industry’s been waiting for?
Rebecca breaks down the legal nuance, Tarun questions the economic reality, and Haseeb points out Ethereum’s bizarre silence during the biggest policy shift of the decade.
Has crypto finally grown up — or just gotten better at playing the game? The gang dissects the laws, the loopholes, and the market’s reaction to it all.
Show highlights:
🔹 Clarity Act Passes the House – Landmark crypto bill advances with bipartisan support, aiming to limit SEC power and define digital asset classifications.
🔹 Stablecoins Get a Path Forward – The Genius Act passes alongside Clarity, offering long-awaited regulatory rails for U.S. stablecoin issuers.
🔹 Congress Goes Full Crypto – Three major bills pass the House in one week, marking a historic show of political support for the industry.
🔹 Rebecca Rettig Returns – Jito Labs Chief Legal Officer breaks down what the legislation really means — and what still isn’t clear.
🔹 SEC in the Hot Seat – With CFTC gaining ground, the SEC’s regulatory grip is questioned across policy circles and crypto Twitter.
🔹 Bitcoin Breaks $120K – Markets rally on regulatory momentum and renewed optimism, with BTC setting a new local high.
🔹 Altcoins Catch Fire – SOL, PENGU, and meme tokens explode as traders rotate into risk-on narratives post-legislation.
🔹 Ethereum’s Silence Raises Eyebrows – Despite being at the heart of stablecoin infrastructure, Ethereum’s core voices stay unusually quiet.
🔹 DeFi’s Legal Gray Zone Remains – Tarun argues the bills may shift political winds, but don’t resolve the underlying protocol risk or enforcement ambiguity.
🔹 Crypto Week Becomes a Real Thing – What started as a Trump slogan turns into one of the most consequential weeks in U.S. crypto history.
Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.
In Case You Missed It 👀
David LaValle, the company’s global head of ETFs, is leaving the company just months before it is set to IPO.
$446.9 billion ETH is clearly having a moment, but one technical analyst says that XRP is getting ready for an even bigger run — despite just hitting all-time highs.
McCann has been in the news this week because of reported poor investor returns at his firm Asymmetric. But according to a pitch deck seen by Unchained, he might be moving on to a new position.
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