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Crypto Sentiment, OG Ethereum Builders, Why Traders Lose Money

This week on Unchained: Interviews with OG Ethereum builders Stani Kulechov and Rune Christensen, and Jeff Dorman. Plus, new episodes of Bits + Bips and TCB.

OG Ethereum builders Stani Kulechov and Rune Christensen break down DeFi’s future, whether Solana is a real challenger, and how AI could supercharge decentralized finance.

Despite the ups and downs of the Ethereum ecosystem, two of its most influential builders—Aave’s Stani Kulechov and Sky’s Rune Christensen—remain bullish.

In this episode, they discuss whether we’re witnessing a DeFi renaissance, the challenges of building on Ethereum vs. Solana, and why DeFi adoption isn’t growing as fast as some expected. They debate stablecoins, whether Solana is truly innovating, and how AI could transform DeFi by automating governance and risk management.

They also respond to some hot takes—including whether Aave is falling behind Solana-based Kamino, and why Sky deployed its USDS stablecoin on Solana despite Rune’s long-standing Ethereum advocacy.

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

Memecoins, misinformation, and misplaced pessimism—Jeff Dorman explains why crypto’s current sentiment doesn’t match reality and why he thinks now might be the perfect time to buy.

Crypto sentiment is extremely low, but is the market completely wrong? While X is flooded with doomsday takes, Jeff Dorman, CIO of Arca, argues that the real fundamentals of crypto are stronger than ever.

In this episode, Jeff breaks down why investors are overlooking key signals—like growing regulatory clarity, the tokenization of real-world assets, and institutional interest—and how memecoins have hijacked the broader market narrative. He pushes back on claims that there are no fresh narratives and explains why the current climate reminds him of previous market mispricings that turned into massive opportunities.

He also dives into the potential of tokenized assets, why crypto adoption is way ahead of where people think, and why he believes the industry keeps making the same mistakes when it comes to marketing its breakthroughs.

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

The gang breaks down SOL unlocks, ETH’s market squeeze, and why the average trader keeps losing money—plus, what it all means for the next market cycle.

Crypto markets are at a crossroads. Is Ethereum primed for a short squeeze, or is its dominance fading? Are the SOL unlocks a real risk, or is the panic overblown? And did we already have an alt season without realizing it?

In this episode, hosts James Seyffart, Alex Kruger and Ram Ahluwalia sit down with Sal Ternullo, managing partner at A100x Ventures, to break down the biggest questions facing traders today. They discuss whether Trump’s tariffs are impacting ETH, why the market might be misreading SOL’s unlocks, and how traders keep falling into the same traps—losing money despite crypto’s explosive gains.

They also debate the real reason altcoins haven’t performed as expected, why memecoins might finally be dying off, and what the Growth Value Ratio reveals about the market’s future. Plus: the implications of Elon Musk’s bid for OpenAI, and whether Arweave’s AO can seriously challenge ICP.

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

Crypto’s Dark Side: Berachain’s Vibe-First Approach, Portnoy’s Memecoin Hustle, and Ethereum’s Struggles.

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, we’re joined by Laura Shin, host of the Unchained Podcast, for a no-holds-barred discussion on the current state of the crypto landscape. We dive into Berachain’s shaky launch, dissecting its tokenomics, insider allocations, and why the hype didn’t hold. Then we uncover the rise of celebrity memecoin scams—how influencers are cashing in while their followers get rugged. Finally, we tackle the Ethereum vs. Solana debate: is Ethereum losing its edge, or is Solana’s growth just a speculative bubble? It’s an episode full of bold takes and sharp insights you won’t want to miss.

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 👀

Here are some articles you will probably want to read:

Fueled by memecoin mania, Solana has created a crisis of confidence within Ethereum. Instead of fighting back, the $323 billion blockchain has a promising option at its doorstep.

The agency could become critical to regulating crypto if politicians make good on promises to achieve regulatory clarity.

Consumer prices unexpectedly rose 3% year on year, putting further pressure on the Federal Reserve to pause future rate decreases.

The Trump Administration may nix his promised executive council in favor of informal industry summits. This new plan is seen as a way to avoid rife tribalism and infighting within the crypto industry.

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