Wall Street’s Crypto Takeover, AI Bubble Fears & Bitcoin’s Quantum Debate: This Week on Unchained

Good Sunday!

Wall Street is betting $700B on AI.

But what if they’re backing the wrong layer?

As model stocks crack, Bitcoin miners are signing AI leases and stablecoin rails are processing machine payments.

So we wrote a piece explaining:

⚡ where the AI downside really sits
🏗️ why power and payment rails may win
📊 which stocks look fragile, and which look mispriced

If this cycle breaks, the winners won’t be the models. They’ll be the toll roads.

Read the full analysis here:

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

• ⚡ Is Bitcoin’s Quantum Risk Overblown?
  A Bitcoin Core developer pushes back on quantum panic, arguing the fix is simpler than critics claim — and that the real decisions will be made by the community that exists when the threat arrives.

• 🗳️ Stani Kulechov on Putting Aave at the Mercy of the DAO
  Why Aave Labs wants revenue routed to tokenholders, what “Aave Will Win” means for governance, and whether DeFi can truly become token-centric.

• 🤖 Is AI CapEx a Bubble — and Is Inflation Already Dead?
  From $700B in AI infrastructure bets to quietly revised job data and sub-1% real-time inflation, are markets mispricing both macro and AI — even as BlackRock, Apollo, and stablecoin-powered AI agents go onchain?

• ⚖️ DEX in the City on Prediction Markets and Constitutional Risk
  Why the CFTC’s stance could trigger a major legal fight, how SBF’s push for a new trial impacts crypto broadly, and whether the industry can fight crime without undermining itself.

• 😤 Uneasy Money on Crypto’s Brand Problem
  From Peter Steinberger joining OpenAI to AI agents, Zero blockchain, and Base’s strategic shifts — can crypto fix its image before non-crypto builders leave for good?

• 💸 The Chopping Block on Dragonfly’s $650M Raise & Crypto’s Great Resignation
  Institutional optimism vs retail fatigue, the exodus of crypto veterans, OpenClaw’s OpenAI saga, AI payment standards, Polymarket’s betting controversy, and the looming federal–state battle over prediction markets.

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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