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Unchained

News

Unchained

Laura Shin

Why CME Sued the CFTC Over the Kalshi Bitcoin Perp Approval

June 27, 2026 10:28am 50 min

A regulated exchange suing its own regulator almost never happens. The hosts trace why CME did it, and why the CFTC may have better odds than crypto Twitter thinks. Thanks to our sponsor! 👉 Fidelity: Fidelity has be...

How the Strategy Empire Breaks, and Whether Saylor Can Stop It

June 26, 2026 1:34pm 25 min

Vinny Lingham warned 18 months ago that Michael Saylor would harm Bitcoin more than FTX. Now he maps how the Strategy empire breaks and the one move that could slow the bleed. ============================================...

Ex-Ethereum Foundation Researchers Launched Their Own Lab: Uneasy Money

June 26, 2026 11:18am 1:11

An anti-MEV activist spent weeks building 66 fake contracts to trap the sandwich bot jaredfromsubway.eth. Then jared's operators did the one thing nobody expected. ========================================================...

The Chopping Block: Is Strategy the Luna for Suits?, ETH Labs Shakeup & CME vs Perps

June 25, 2026 11:00am 1:04

The crew debates whether Saylor's STRC preferred shares are "Luna for suits," unpacks the ETH Labs spin-out and Ethereum Foundation layoffs, breaks down the CME's lawsuit against the CFTC to kill domestic perps, and weig...

Are Perpetuals Swaps or Futures? The CME Picks a Fight

June 23, 2026 10:50pm 11 min

Three years ago, Chris Perkins sat across from Terry Duffy in Congress and made the case for perpetuals. Duffy pushed back — hard. Now Duffy's CME is suing the very regulator that finally allowed them. The CME argues Bit...

How Digital Credit Assets like STRC and SATA Differ from Bitcoin or DAT Stocks

June 23, 2026 1:22pm 56 min

Was Michael Saylor wrong to sell Bitcoin? Matt Cole breaks from his fellow critics on Strategy, S&P's junk rating on MSTR, and whether the model is breaking. ======================================================== Thank...

Why Kalshi's John Wang Says Perps Are 'the Most Pure Trading Instrument'

June 19, 2026 4:19pm 48 min

Kalshi just brought crypto perps to the US, targeting a $90 trillion offshore market. Its Head of Crypto, John Wang, explains the bet, the risks, and who Kalshi is actually competing with. ===============================...

Why Fable's Shutdown Is a Warning for Every AI Lab: Uneasy Money

June 18, 2026 10:26pm 1:14

The government export-controlled Anthropic's best model. Kain, Luca, and Taylor debate whether Dario talked his way into it and what the shutdown means for every AI lab. ==================================================...

Why Pandl Calls Gold and Bitcoin Buys Here

June 18, 2026 8:50pm 7 min

Zach Pandl, Head of Research at Grayscale Investments, argues that speculative retail flows, not geopolitical fundamentals, drove the recent gold and Bitcoin selloffs. His read: momentum chasing built gold from $4,000 to...

Why AI Censorship and Reg NMS Repeal Matter for Crypto Markets: DEX in the City

June 18, 2026 2:26pm 54 min

The federal government pulled Anthropic's Fable 5 offline with no public process — and Jessi Brooks makes the case it's a crypto chokepoint story, not just an AI one. Thanks to our sponsor! 👉 Fidelity: Fidelity has ...

The Chopping Block: SpaceX IPO Mania, Fable 5 Export Controls & The AI Privacy Fight

June 18, 2026 11:00am 1:14

The crew breaks down the SpaceX IPO's crypto-like low float dynamics and Hyperliquid's price prediction, debates accredited investor laws and failed tokenized stock allocations, dives into Fable 5's export control shutdo...

Unchained Celebrates 10 Years! Laura and Haseeb Cover Highs, Lows and New Directions

June 17, 2026 10:43pm 57 min

For the tenth anniversary of Unchained, Laura reflects on the SBF question she never asked, the Charles Hoskinson beef, and why she may be done with strict neutrality. ====================================================...

Why Sam Enzer Says the Fable 5 Ban Should Worry Crypto

June 17, 2026 9:10pm 21 min

The US government issued a Friday-night export control directive against Anthropic's Fable 5, citing a jailbreak that could expose advanced cyber capabilities built into the underlying Mythos model. No statutory authorit...

Why the AI Business Model Is Cracking and How Crypto Could Help Fix It

June 12, 2026 11:12am 32 min

OpenAI, Anthropic, SpaceXand the AI IPO cycle face a structural problem: a cheap, capable open source exit is already drawing enterprise users away before either company goes public. =====================================...

Claude Found a 4-Year Zcash Bug. Now It Won't Audit DeFi: Uneasy Money

June 11, 2026 8:06pm 1:03

Claude Fable 5 refuses security work, Kain Warwick pulls $5,000 of compute from a $200 plan, and Humanity Protocol loses its bridge, token, and treasury to one infected device. ===========================================...

The Chopping Block: Zcash Infinite Mint Bug + AI Hackers vs Formal Verification + NEAR's Agent Vision

June 10, 2026 10:00am 56 min

Mert and Illia autopsy a brutal weekend in crypto: Saylor's $3M test sale that taught him there's no sell button, the Zcash bug Claude found that could've minted unlimited counterfeit ZEC, formal verification as the bulw...

How Claude Found Zcash's Counterfeiting Bug

June 09, 2026 10:43pm 15 min

For three years, a counterfeiting bug sat live inside Zcash's shielded pool, and no one noticed. Then Taylor Hornby pointed a custom Claude Opus 4.8 agent at the code, and it surfaced the flaw in Orchard that had gone un...

Why Saylor's 'Inoculate' Comment May Be a Signal He'll Sell More Bitcoin

June 09, 2026 1:30pm 1:07

About 80% of STRC holders are retail investors. Glenn Cameron walks through the prospectus, how Saylor's public claims differ from the reality, and why Strategy has no good options. ======================================...

What Two DOJ Cases Reveal About the Legal Risks of Prediction Markets: Bits + Bips

June 06, 2026 11:36pm 46 min

Steve Sosnick on the ratchet effect in equities, the AI bandwidth parallel, Kevin Warsh’s impossible first week, and why crypto is the unsexy trade right now. --- Thank you to our sponsor! Coinbase: Get 20% off the first...

Is Polymarket's Oracle Problem Getting Out of Hand? - Uneasy Money

June 05, 2026 2:23pm 1:11

Circle froze $12M in a DeFi pool on a Friday court order, trapping users who had nothing to do with the dispute. . Polymarket couldn't resolve a Strategy market. And MegaETH's apps are defecting. Nothing is simple. =====...

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