Part of @unchained_pod
Newsletter by @Steven_Ehrlich
Podcast hosts: @JSeyff, @krugermacro, @joemccann, @ramahluwalia & @noelleinmadridlinktr.ee/bitsandbips Crypto TwitterJoined May 2024
On Monday, we exposed how a DAT that claimed it raised $401M, but the fresh capital was only $13.7M.
For a blockchain that had not even launched! 😯
Here’s @rleshner’s take.
Crypto’s bull run isn’t over 🚀
But perps may be killing spot markets ❌
On @bitsandbips, @Steven_Ehrlich & @ramahluwalia with @rleshner & @billbarX debate:
📊 Are DATs the “ultimate grift”?
💸 Why DeFi billionaires will eclipse CeFi
🔥 Perpification vs. the future of spot…
NEW EPISODE! This week:
🏦 SWIFT building on Ethereum’s Linea
📉 Perps vs. spot & the rise of Hyperliquid
🪙 DATs: a mockery?
💸 DeFi billionaires vs. CeFi
💥 Binance, Tether & CZ’s true net worth
unchainedcrypto.com/bits-bips/bits…
.@ramahluwalia on yesterday's stream:
"I don't know what people are fearful about. $ETH above 4K, $bitcoin's at 113K.
What are people talking about?
This is holding up pretty strong!"
Tether-backed stablechain #Plasma just launched along with its $XPL token (and according to what I see on CT, plenty of you are very happy 😀)
I spoke with @sethginns of @coinfund_io about what he feels makes this stablecoin chain different:
💸 Near-zero fees
🏦 Built-in neobank…
JUST IN: Vanguard, with $10T AUM, is preparing to open its brokerage platform to crypto ETFs
For years, they were the most crypto-skeptical of the giants
Now, pressure from clients + shifting regulation may be forcing their hand
Even Vanguard is blinking
$6.6 in ETH is about to re-enter Ethereum’s staking queue.
@Steven_Ehrlich explains:
- Who's behind the deposits
- Why queues could explode again
- What it means for #ETH supply
- Why security and trust now matter more than ever
One gold ounce still buys a suit—100 years later 🧵
@VinnyLingham revives the classic gold thesis—while @ramahluwalia says rotations still rule.
If winter hits, who leads: gold or BTC?
Everyone says “that won’t happen.”
But if BTC does flush to $50–60K… what breaks first?
@VinnyLingham thinks EVEN $MSTR could be in the blast radius. ☢️
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