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Memecoins Are Over, Fat Apps, Red Markets, and More!
Don’t miss this week’s content and interviews!
Joe McCann of Asymmetric explains why he believes the current memecoin trade is over, Pump.fun is not extractive, and altcoins have no chance against bitcoin.
The memecoin trade might be over. And Joe McCann says that’s just the beginning.
The founder of Asymmetric has been at the intersection of crypto, macro, and tech for years. He called the $BONK trade early, made moves before most saw the opportunity, and now? He’s shifting his focus.
Meanwhile, the crypto markets are a bloodbath, with bitcoin, ether, and solana down 10%, 41%, and 35%, respectively, year-to-date.
In this episode, Joe joins Unchained to discuss:
Why memecoins won’t work the way they used to
How institutions are approaching crypto in this cycle
Why prices are down so much
Why Bitcoin might be so hard to outperform
Whether Solana is still the fastest horse
Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.
Apps like Ethena are launching their own blockchains, raising the question: Do blockchains actually capture value, or do apps?
Blockchains were supposed to capture the majority of the value in crypto. But what if that’s wrong?
For years, the Fat Protocols Thesis argued that blockchains would be the biggest winners. But new data suggests that apps like Uniswap, Ethena, and others are now out-earning many networks.
Are we watching the rise of “Fat Apps” instead?
On this episode, Ryan Watkins, Co-founder at Syncracy Capital, talks about:
Why the biggest apps are generating more revenue than many layer 1s
Why Ethena is launching its own blockchain
What this means for Ethereum, Solana & other L1s
How blockchains can compete on value capture
Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.
Inflation, stock market volatility, and a feckless Fed—what does it mean for crypto? Our experts explain why bitcoin isn’t reacting to gold’s rally and why markets are nervous under Trump.
The financial market is getting wrecked, inflation is still a problem, and bitcoin isn’t acting like the hedge that it’s supposed to be. Is this a real economic shift, or just noise?
With tariffs, stagflation fears, and fiscal dominance taking center stage, hosts James Seyffart, Joe McCann, Ram Ahluwalia and Noelle Acheson break down:
Why markets are struggling—and whether a recession or stagflation is coming
Whether the Fed has become irrelevant
How the stablecoin bill could rescue sales of treasuries
Why bitcoin isn’t following gold’s rally
The factors that could kickstart the next crypto boom
The latest on all the dozens of crypto ETFs in the works
Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.
Ethereum vs. Its Own Roadmap: Rollups, Rivalries, & the Great Blockchain Pivot – 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 unpacks Ethereum’s existential crisis and whether the rollup-centric roadmap is backfiring. Plus, AI is rapidly changing how crypto is built, traded, and secured—so what happens when blockchain and AI collide? We also dig into Solana’s controversial ad, Ethereum Foundation’s leadership shake-up, and why macro forces are still running the show.
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:
At the last minute, Crypto.com went against its community’s wishes to push through a proposal to reissue tokens that were supposedly taken out of circulation forever in 2021.
Before the cameras turned on, attendees got to share their crypto wish lists with the White House. Here’s what they had to say.
Ripple’s CEO posted on X that the SEC was dropping its appeal against the company, but it may not get the clean victory that it is promoting.
The government’s case against a key piece of privacy tech is reaching a critical stage. The future of the $90 billion DeFi industry could hang in the balance.
The OCC said it would stop evaluating banks based on the “reputational risk” of their clients, which many crypto firms saw as a target on their backs.
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