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Ethereum's Pivot, Stablecoin Bill Stalled, Coinbase's Acquisition, and More!
Don’t miss this week’s content and interviews!
Ethereum Gave Away Too Much for Too Long. Will Its Pivot Be Enough?
Ethereum has finally changed its plans. Will this stop the developer bleed, boost the price of ETH, and fend off competitors like Solana?
After years of underperformance, Ethereum is trying to change course, from scaling the layer 1 to potentially dumping the EVM. In this episode, Tarun Chitra and Max Resnick break down each of these new changes, analyzing the good, the bad, and the ugly.
Is this a reset that can save Ethereum’s market position and price? Or has the protocol given away too much for too long?
They dive into:
Whether the gas limit increase changes everything
What went wrong with Ethereum’s economics and solo staking politics
Max’s view on “the single most important” change Ethereum needs to make
How ETH could claw back value from layer 2s
What Max would do if he ran Ethereum
Whether this pivot is too little, too late
Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.
Why the Senate Stablecoin Bill Stalled & What It Means for Crypto
The stablecoin bill hit a wall in the Senate. But is this the end, or just part of a bigger political game?
The crypto industry is fixated on the U.S. Senate.
On Thursday, lawmakers failed to advance the GENIUS Act, the most significant federal stablecoin bill to date. But the story isn’t over.
Behind the process is a drama about potential presidential conflicts, shifting political alliances, and unresolved policy questions.
In this episode, Kristin Smith, CEO of the Blockchain Association and Amanda Tuminelli, executive director and CLO of the DeFi Education Fund, break down:
Why the bill stalled but isn’t dead yet
The role Trump’s crypto ties are playing
Whether Democrats who once backed crypto are turning away
Why advocates are still pushing for a deal this year
Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.
Coinbase Acquired Deribit for $2.9 Billion. Here’s Why It Matters
With one $2.9 billion acquisition, Coinbase may have reshaped the future of crypto trading.
On Thursday, Coinbase announced its acquisition of Deribit in a $2.9 billion deal, the largest merger in the crypto industry to date.
In this episode, Owen Lau, executive director and senior analyst at Oppenheimer, delves into why Deribit was such a coveted prize, what this deal means for the global derivatives landscape, and how Coinbase is using its position as a public company to cement its dominance.
Plus:
The importance of Coinbase paying mostly in stock and barely touching its cash
How the derivatives market dwarfs spot trading, and is only getting bigger
What this means for CME and smaller crypto exchanges
And how Base, Coinbase’s L2, fits into the long game
Bits + Bips: Why Warren Buffett’s Strategy Would Lose Big Time in Crypto
More tariff uncertainty, Ethereum’s pivot, Ripple’s big swing, and why Apple’s crypto decision could change everything.
Crypto doesn’t reward fundamentals. It rewards attention. So what does that say about how investors, like Warren Buffett, would fare today?
In this week’s Bits + Bips, the crew dissects what’s really behind this rally, why Ethereum’s sentiment problem may run deeper than roadmap delays, and how the stablecoin bill turned into a political tug of war.
Plus:
Apple and NFTs: why this matters more than people think
Whether tariffs are about politics or actual policy
Why Bessent is “the best” in the Trump administration
And why Buffett’s era may be ending, with Portnoy rising in his place 😬
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:
However, this version, uncovered here for the first time, could hurt DeFi facilitators.
The private credit market is expected to become a $3 trillion market by 2028, but it is famously illiquid and opaque. Here’s how tokenization can — and can’t — change that.
Democrats loudly walked out of a House crypto hearing, protesting Trump’s unabashed profiteering from the industry. Crypto’s future in D.C is now uncertain.
The crypto exchange went against its constituents’ wishes to reincarnate 70 billion tokens that were burned in 2021. Now ETP provider 21Shares is selling them to investors.
A failed cloture vote freezes the GENIUS Act in the Senate as Republicans accuse Democrats of politicizing stablecoin legislation tied to Trump’s crypto agenda.
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