Unchained

Latest Episodes:

The Chopping Block: Debanking Drama, Crowdsales, and the Future of Crypto Regulation - Ep. 762 Jan 09, 2025

Show notes

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 dives deep into the FDIC’s alleged vendetta against crypto, whistleblower revelations, and the evolving dynamics of token distribution on platforms like Echo. Plus, we analyze the rise of crowdsales, explore the intersection of policy and crypto innovation, and reflect on our 2024 podcast stats with some friendly competition.

Show highlights

🔹 FDIC Scandal Unveiled: The panel discusses the whistleblower claims against the FDIC, allegations of a vendetta against the crypto industry, and the fallout from newly unredacted FOIA documents.

🔹 Echo Crowdsale Platform: A deep dive into Echo’s rise as a preferred crowdsale platform, its competition with CoinList, and its innovative token distribution model.

🔹 Regulators Under Scrutiny: Insights into systemic issues within regulatory agencies like the FDIC and parallels drawn with other organizations like the FTC.

🔹 VC Sentiment and Crowdsales: The crew explores the tension between venture capitalists and crowdsale platforms, examining fairness, community building, and strategic distribution.

🔹 KOL Rounds vs. Community Fairness: A comparison of KOL rounds and Echo’s syndicate model in balancing fairness and hype in token distribution.

🔹 Token Distribution Dynamics: Analysis of how platforms like Echo incentivize participation and create new avenues for community engagement.

🔹 2024 Podcast Stats Recap: Fun insights into which hosts spoke the most, used the most filler words, and referenced Ethereum, Solana, or Bitcoin the most in 2024.

🔹 Predictions in Review: Early check-ins on 2025 predictions and how trends like DeSci and crowdsales are already shaping the year.

Hosts

⭐️Haseeb Qureshi, Managing Partner at Dragonfly

⭐️Robert Leshner, CEO & Co-founder of Superstate

⭐️Tarun Chitra, Managing Partner at Robot Ventures

⭐️Tom Schmidt, General Partner at Dragonfly

Disclosures

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Bits + Bips: Trump Will Soon Be President. Where Will Bitcoin and Crypto Prices Go? - Ep. 761 Jan 08, 2025

Show notes

Bitcoin crossed the $100,000 mark, only to slump back down on Tuesday, sparking debates about what’s next for the crypto markets. In this episode, James Seyffart and Alex Kruger are joined by Charles Edwards of quant fund Capriole Investments to break down the macro trends shaping Bitcoin’s trajectory. From Trump’s inauguration to the Fed’s looming decisions on quantitative tightening, they analyze the key factors influencing risk assets. Plus, they unpack the premium on MicroStrategy’s BTC holdings, the future of AI agents in crypto and whether AI agent swarms might someday hire humans, and their bold predictions —supercycle? SOL ETFs?—for 2025.

Show highlights:

01:54 Why bitcoin broke the $100K level again
07:28 How the markets will react to the inauguration of Donald Trump as President
19:09 What factors will affect the Fed’s next decision on rates
26:38 What the premium of MSTR to its BTC holdings should be
34:37 Why they all hate the current version of AI agents
43:19 Why Charles likes Ethena and ENA
45:49 Alex’s and Charles’ thoughts on what to expect in 2025: supercycle incoming?
50:01 Alex’s analysis on the market corrections and what they teach us
57:34 Whether James believes the spot Solana ETF will be approved this year

Hosts:

James Seyffart, Research Analyst at Bloomberg Intelligence
Alex Kruger, Founder of Asgard

Guest:

Charles Edwards, founder of Capriole Investments

Links

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2025 Will Be a Year of Crypto Competition. Can Ethereum Make a Comeback? - Ep. 760 Jan 07, 2025

Show notes

Ethereum, once the undisputed leader in the smart contract ecosystem, is facing intense competition from Solana, which has outpaced Ethereum on key metrics such as developer growth. Meanwhile, debates rage within Ethereum’s community over governance, scalability, and the Ethereum Foundation’s leadership.

Adding to the disruption, AI agents are rapidly reshaping DeFi and token launches, reducing barriers to entry and creating new opportunities—and risks—for founders and investors. Is this the next big leap for crypto or just the latest bubble?

In this episode, Marc Zeller of Aave Chan Initiative and Kain Warwick of Infinex discuss Ethereum’s future, the role of AI in DeFi, and whether Solana’s momentum will continue. They also share bold predictions for crypto in 2025 and debate whether Ethereum’s fragmented ecosystem can still deliver on its promise.

Show highlights:

03:35 Why 2024 became a turning point for the crypto ecosystem
07:02 How AI agents could reshape onchain innovation and public discourse in 2025
14:47 Whether AI agents might soon compete with VCs
22:10 Why fundamentals-driven crypto projects will gradually dominate the market, according to Marc
26:05 Whether Solana will continue to steal Ethereum’s thunder
37:56 Is Base cannibalistic to Ethereum? Can Base or Ethereum compete with Solana?
42:53 Where the ETH ecosystem is headed and whether it can overcome issues of fragmentation, lack or interoperability, so many L2 tokens detracting from the ETH price
52:30 Whether Coinbase's deep commitment to Ethereum is causing it to discriminate against Solana
1:00:10 How Ethereum's reputation rises and falls with its price action, not its fundamentals, per Kain
1:08:43 What the purpose is of the Ethereum Foundation and whether it should change its approach
1:24:57 Why Kain doesn’t think the native rollups proposal is tenable
1:31:12 Whether Ethena is depressing the price of ETH
1:34:00 What Kain and Marc think about crypto-specific phones, especially the Solana Seeker
1:42:07 Kain’s and Marc’s predictions for 2025

Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com

Thank you to our sponsors!

Guests:

Marc Zeller, founder of Aave Chan Initiative
Kain Warwick, founder of Infinex

Links

Unchained: Why Robinhood CEO Vlad Tenev Is Betting Big on Crypto and Stablecoins
Unchained: 2024 Was Solana's Best Year Yet. Can It Sustain the Momentum in 2025?
Unchained: What's the Best Way for Ethereum to Grow? Two Ethereans Debate
The Block: Long-running Ethereum newsletter shutting down, cites lack of funding
Unchained: How Solana Beat Out Ethereum to Nab New Crypto Developers in 2024
Evan Van Ness’ tweet on the newsletter shutdown
EF’s Josh Stark’s reply to Van Ness
Unchained: Vitalik Has Gone 'Founder Mode.' Is This Just What Ethereum Needs?
Marc’s proposal about the EF
0xMawuko’s tweet on ETH governance
Unchained: Are Layer 2s Failing Ethereum? A New Proposal Advocates for Native L2s
Ben Lilly’s tweet on Ethena possibly suppressing the price of ETH

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The Chopping Block: Scarcity vs. Abundance, AI’s Crypto Role, and Virtuals - Ep. 759 Jan 04, 2025

Show notes

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 is joined by special guest Jansen, co-founder of Virtuals, the leading AI agent launchpad. Together, they dive into the $5 billion Virtuals craze, explore the explosive rise of tokenized AI agents like AIXBT, and debate how AI is reshaping DeFi and blockchain. From the clash between scarcity and abundance to the emergence of agentic societies and decentralized economies, this episode unpacks the key trends driving the next phase of crypto innovation.

Show highlights

🔹 AI and Crypto Convergence: The panel explores how AI agents are revolutionizing blockchain, tokenomics, and decentralized finance (DeFi).

🔹 Virtuals AI Launchpad: Jansen discusses Virtuals, a platform for tokenizing and crowdfunding AI-driven blockchain agents.

🔹 Autonomous AI Evolution: The rise of AI agents from basic chatbots to self-improving tools for crypto and DeFi applications.

🔹 Tokenized AI Agents: How agents like AIXBT generate revenue through trading, attention, and blockchain commerce.

🔹 Managing AI Risks: Insights into policy-based wallets and infrastructure to mitigate risks in autonomous crypto agents.

🔹 Decentralized Agent Societies: A vision for specialized AI agents collaborating in blockchain ecosystems.

🔹 Scarcity vs. Abundance in Crypto: Contrasting crypto’s scarcity-driven models with AI’s abundance and economic disruption.

🔹 AI Agent Backlash: Predictions of anti-AI sentiment as agents dominate Crypto Twitter and online communities.

🔹 Blockchain Verifiability: The role of cryptographic proofs in ensuring trust and security in AI-driven tokenized economies.

🔹 Future of AI in Crypto: Debates on sustainable applications for AI agents in trading, DeFi, and digital economies.

Hosts

⭐️Haseeb Qureshi, Managing Partner at Dragonfly

⭐️Tom Schmidt, General Partner at Dragonfly

⭐️Tarun Chitra, Managing Partner at Robot Ventures

Special Guest

⭐️Jansen Teng, Co-Founder and CEO of Virtuals Protocol

Disclosures

Timestamps

00:00 Intro
02:19 What Are AI Agents?
07:23 AI Agents in Crypto
13:04 AI-Driven Societies Emerge
15:53 Challenges of AI Agents
24:47 Tokenizing AI Revenue Models
35:13 AI Crypto Predictions
43:26 AI Influencers and Trust
53:54 Perception of AI Content
01:04:44 Humans vs. AI Roles

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With AI Agents Now Trading Crypto, What Does Their Future Look Like? - Ep. 758 Jan 03, 2025

Show notes

In this episode, Shaw Walters, founder of Eliza Labs, takes us through his journey of launching ai16z, a decentralized AI-driven investment DAO, and the explosive growth of the Eliza open-source framework.

Shaw explains how AI agents are evolving beyond "reply bots" to serve as powerful tools for financial autonomy, community investment, and user empowerment. He shares the challenges of building trust between humans and AI, the possibilities of agents trading across multiple blockchains, and his vision of a world where financial freedom drives human progress.

Show highlights:

Why Shaw decided to launch ai16z
What he believes AI agents are useful for
What the Eliza framework is and the role it plays being an open-source project
Whether AI agents can be good at trading
Why the Eliza framework works on every chain, even though there’s a focus on Solana
How and why the AI version of Marc Andreessen was launched
Whether ai16z will launch its own layer 1 and the details on the future launchpad
How agents on social media could be really useful instead of being “reply bots”
What Shaw thinks overall of the AI space and how it’ll impact human society

Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com

Thank you to our sponsors!

Guest

Shaw Walters, Founder of Eliza Labs

Links

Unchained:
The Backstory of How 3 AI Agents Led to the Rise of the Hottest Memecoin, GOAT
AI Meme Tokens Like FARTCOIN Dominate Crypto Markets, Suggesting Powerful 2025 Trend
The Block: AI agent platform ai16z considers tokenomics overhaul and launching Layer 1 blockchain
Chain of Thought: Ai16z: The Bazaar of Agents
Cygaar: How the Eliza Framework works

Timestamps:

00:00 Intro
03:01 Shaw’s inspiration for launching ai16z
08:45 How AI agents are evolving beyond simple tasks
10:28 The Eliza framework and its open-source impact
13:22 Can AI agents excel at trading?
21:19 Why Eliza works seamlessly across multiple blockchains
24:08 The story behind launching Marc Andreessen as an AI character
35:18 Plans for ai16z’s layer 1 and its future launchpad
40:23 Transforming AI agents into more than just “reply bots”
43:26 Shaw’s vision for AI’s role in shaping human society
49:26 Crypto News Recap

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2024 Was Full of Fascinating Crypto News. Here Are Its Top Moments - Ep. 757 Dec 31, 2024

Show notes

2024 was nothing short of transformative for the crypto world. From bitcoin’s relentless climb amidst macroeconomic shifts to Solana’s continued rise amidst meme coin mania, this year saw narratives unfold that no one could have predicted.

In this special episode that has become a tradition at Unchained, Laura revisits the biggest moments of the year, featuring insightful clips from the standout guests who joined Unchained and Bits + Bips in 2024.

Whether it was further institutional adoption, debates over decentralization, the victory over Gary Genser’s regulation by enforcement strategy, or the taking off of AI agents, this year marked a turning point for crypto. Tune in for a reflective journey through the year that was—and a glimpse of what lies ahead in 2025.

Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com

Thank you to our sponsors!

Highlights and Timestamps:

03:15 | Matt Hougan on the significance of spot bitcoin ETFs
04:31 | Jesse Pollak explains the impact of Ethereum’s Dencun upgrade
05:43 | Eric Balchunas on the rapid adoption of bitcoin ETFs
07:53 | Kyle Davies reflects on 3AC’s collapse
10:11 | Carlos Domingo discusses BlackRock’s BUIDL fund
11:13 | Sam Enzer on the reasoning behind SBF’s sentencing
13:04 | Arthur Hayes debates the potential of a bitcoin supercycle
15:44 | Ansem breaks down the memecoin craze
16:42 | Eric Balchunas and Matt Hougan on ether ETF approval
18:18 | James Seyffart on SEC politics and ETF decisions
19:51 | Laura Brookover on the end of the Ethereum 2.0 probe
21:08 | Bryan Pellegrino on tackling Sybil attacks with LayerZero
23:42 | Iggy Azalea on her fascination with memecoins
24:31 | Joe McCann on how the assassination attempt influenced Trump’s win
25:47 | Ro Khanna on the democratic party’s stance on crypto
26:44 | George Selgin critiques a U.S. bitcoin reserve proposal
28:35 | Nick Tomaino on the truth-finding power of prediction markets
29:50 | Jack Booth on TON’s viral growth strategies
31:58 | Jeff Dorman on why the ETH sell-off was a buying opportunity
32:29 | Caitlin Long and Michelle Kallen on their lawsuit against the Fed
33:52 | Justin Bons on why layer 2s might be parasitic to Ethereum
35:13 | Taylor Monahan on how North Koreans infiltrated crypto companies
36:42 | Taylor Monahan recounts a failed North Korean job interview
39:13 | Teng Yan on how truth terminal redefined AI and crypto
40:36 | Ryan Salame on DOJ dealings and his guilty plea
42:40 | Alex Kruger on Trump’s election and its crypto impact
43:44 | Jeff Park on Uniswap and Solana’s post-election gains
44:57 | Faryar Shirzad on the success of the FairShake PAC
46:15 | Eric Balchunas on the importance of bitcoin ETF options
47:26 | Cody Carbone on Paul Atkins’ nomination as SEC chair
48:19 | Mike Selig on David Sacks as crypto and AI czar
49:27 | French Hill on token standards under FIT21
50:33 | Maria Shen on Solana’s rise in new developer activity

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RERUN: How to Figure Out Whether a Crypto Token Is Worth Its Trading Price - Ep. 756 Dec 27, 2024

Show notes

Low float and high fully diluted valuation (FDV) coins have been a hot topic in crypto this year. Yet, understanding these coins' unrealized gains is critical for truly grasping their pricing.

In this episode, Jose Macedo of Delphi Digital and Ari Paul of BlockTower Capital dive deep into metrics that help assess a coin’s true value. They discuss why upcoming token unlocks may put downward pressure on the market, how token unlocks could be better structured for long-term success, and whether VCs are extracting more value than they contribute.

Show highlights:

Why upcoming token unlock events are creating anxiety in the crypto market
The role unrealized gains play in token price volatility
How certain projects manipulate circulating supply metrics to influence perceptions
Tips for everyday investors to uncover accurate token information
The impact of secondary market trading on anticipated token unlock events
Why short-term token strategies often prevail over those focused on sustained success
Jose’s insights into why simple, time-based unlock models may outperform complex systems
Ari’s thoughts on the SEC’s investigations into VCs and their parallels to pump-and-dump schemes
Why many crypto projects face a bearish outlook due to pending token unlocks
How the intersection of memecoins and VC involvement could shape the next market cycle

Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com

Thank you to our sponsors!

Polkadot

Guests:

Jose Macedo, founder at Delphi Labs
Ari Paul, CIO of BlockTower Capital
Previous appearances on Unchained:
Ari Paul on Why Bitcoin Is a Good Value Buy
Ari Paul of BlockTower Capital on the Crypto Downturn and Why It Could Change Direction

Links

High FDV and unlocks:

Unchained:
How ‘Fully Diluted Valuation’ Can Be a Very Dangerous Metric for Crypto Markets to Rely On
Who’s to Blame for the Underperformance of Low Float, High FDV Tokens?
80% of Tokens on Binance Are Down Since Listing Date: SwissBorg Researcher
Cobie newsletter: New launches (part 1) - private capture, phantom pricing
Rocknblock: Token vesting explainer
CoinDesk: 'Liquid Vesting' Is Oxymoronic Blockchain Feature That Lets Early Investors Sell Without Waiting
Jose’s thread that inspired the episode
Ari’s post responding to Jose’s thread
Token.unlocks.app: Token vesting tracker

Solutions:

Hack VC: Potential Solutions to Crypto's Unlock Problem
Colony Lab: Early-Stage Program & Liquid Vesting
Imran Khan’s tweet on Blast https://x.com/lmrankhan/status/1806040646433522149

Timestamps:

00:00 Intro
02:46 Token unlocks creating market concerns
11:06 Unrealized gains to market cap ratio impact
13:06 Token supply manipulation tactics
21:11 How investors can verify token projects
24:21 Secondary market trading and unlock impacts
35:36 Current token launch strategy persistence
41:46 Short-term vs long-term project decisions
47:21 Time-based vs metric-based token unlocks
53:51 SEC investigations into VC practices
59:56 Bearish outlook for upcoming token unlocks
1:06:36 Investor risks in current cycle
1:13:11 Future of VCs in crypto and memecoins

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2024 Was Solana's Best Year Yet. Can It Sustain the Momentum in 2025? - Ep. 755 Dec 24, 2024

Show notes

2024 has been a transformative year for Solana. With a surge in developer activity, bold innovations in DePIN, and its ambitions to become a “decentralized Nasdaq,” the ecosystem is making waves. But are these changes enough to differentiate it from competitors like Ethereum and L2 solutions such as Base?

In this episode, Lily Liu, president of the Solana Foundation, and Mert Mumtaz, CEO of Helius, join Unchained to discuss how Solana is carving out its niche. They debate whether Base is a serious contender, why they’re not concerned about the 2025 token unlocks, and how Solana’s unique approach to MEV could shape its future. Plus, they tackle the ecosystem’s broader challenges and why they believe Solana’s vision will endure.

Show highlights:

Why Mert feels paranoid but also vindicated
Why Lily started working on Solana after being known as a hardcore bitcoiner
How Mert’s background in Coinbase led him to found Helius and become the voice of Solana online
Whether Solana can become a place where unique innovations are built, rather than copying Ethereum
Whether Solana can achieve its vision of a “decentralized Nasdaq”
Why the ecosystem has attracted so many developers in 2024
Why Lily believes that Base is no competitor to Solana
What network extensions actually mean, according to Mert
How Mert responds to the criticisms around Solana’s MEV
Why Mert and Lily are not worried about the token unlocks of 2025
How the Solana mobile phone will compete with the giants
Why DePIN showcases the real value of blockchain technology

Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com

Thank you to our sponsors!

Guests:

Lily Liu, President of the Solana Foundation
Mert Mumtaz, CEO of Helius

Links

Timestamps:

00:00 Intro
02:34 Mert’s mix of paranoia and vindication about Solana
07:08 Why Lily shifted from Bitcoin to working on Solana
09:43 Mert’s journey from Coinbase to becoming Solana’s online advocate
14:47 Can Solana foster unique innovations rather than mimic Ethereum?
19:47 Solana’s vision of a “decentralized Nasdaq” vs. center of memecoin mania
27:54 What’s driving Solana’s surge in developer activity
30:26 Why Lily sees Base as no real competitor
33:04 The meaning and implications of network extensions
37:07 Mert’s take on criticisms of Solana’s MEV approach
42:11 Why they aren’t worried about the 2025 token unlocks
44:26 Competing with tech giants through the Solana mobile phone
50:48 How DePIN highlights blockchain’s true potential

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Why Robinhood CEO Vlad Tenev Is Betting Big on Crypto, Stablecoins, and Prediction Markets - Ep. 754 Dec 20, 2024

Show notes

Listen to the episode on Apple Podcasts, Spotify,Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.

In this episode of Unchained, Robinhood CEO Vlad Tenev offers a rare glimpse into the company’s strategy. How did memes like Dogecoin become one of Robinhood’s biggest assets, onboarding millions of users? What drove its decision to embrace stablecoins, staking, and a dedicated crypto wallet—and what risks do these moves carry?

As Europe’s MiCA regulations set the stage for a global crypto framework, Vlad discusses how Robinhood is positioning itself for growth, the role of prediction markets, and why blockchain could dramatically lower costs for investors. He also shares personal insights from his own experiences with hyperinflation, revealing how stablecoins might safeguard wealth for millions around the world.

With crypto ETFs, regulatory shifts, and a new administration looming, here’s what he thinks is next for Robinhood—and the crypto industry.

Show highlights:

How Robinhood has been experiencing growth in the crypto retail market
The effect of election night and Robinhood’s event contracts on trading volumes
What Robinhood saw happened with the launch of spot ETFs in the U.S.
How the exchange was able to attract crypto investors
The role of MiCA in Robinhood allowing users to stake ETH and SOL
How the company aims to enhance the user experience with the Robinhood wallet
Why Robinhood decided to invest in Global Dollar Network, which has stablecoin USDG
What’s on Vlad’s crypto regulation wish list under the new administration and Congress
Whether the criteria to list crypto assets on Robinhood will change under a crypto-friendly Trump administration
Why Vlad is so excited about prediction markets
Why he sees blockchain technology as a tool that will ultimately help users

Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com

Thank you to our sponsors!

Guest

Vlad Tenev, CEO of Robinhood

Links

Timestamps

00:00 Intro
02:43 Robinhood’s growth in the crypto retail market
05:05 Election night’s surprising impact on trading volumes
07:11 What Robinhood observed after U.S. spot ETF launches
11:56 How the platform attracted millions of crypto investors
16:49 MiCA’s role in enabling ETH and SOL staking on Robinhood
19:09 Enhancing user experience with the Robinhood wallet
21:32 Why Robinhood is betting on stablecoins
25:37 Vlad’s crypto regulation wish list from the new administration
30:05 Will Robinhood change its crypto listing criteria?
32:18 Vlad’s excitement about prediction markets
36:12 How blockchain could lower costs and empower users
41:21 News Recap

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The Chopping Block: 2025 Predictions, AI's Crypto Play, and U.S. Legislation - Ep. 753 Dec 19, 2024

Show notes

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 special end-of-year episode, they recap 2024's key moments and forecast what's ahead in 2025. The team debates Bitcoin's potential to hit $180K, the impact of AI on crypto security, and upcoming U.S. crypto legislation. They also predict the rise of viral blockchain games. Join the crew as they unpack these predictions and more, offering unique insights into what the new year might bring for crypto enthusiasts.

Show highlights

🔹 Bitcoin Hits New Highs: The crew debates Bitcoin's potential to reach $180K, with predictions of a significant rally and subsequent corrections.

🔹 AI Turns Crypto Scammer: A bold prediction that an AI system will become a crypto scammer makes waves, highlighting the intersection of artificial intelligence and blockchain security concerns.

🔹 Crypto Legislation Breakthroughs: Anticipation grows for groundbreaking crypto-specific legislation in 2025, reflecting a major shift in regulatory landscapes.

🔹 Consolidation in Crypto's Infrastructure: Predictions surface about mergers among AppChains and Layer 2 solutions due to economic pressures, signaling a major consolidation trend.

🔹 Viral Blockchain Games: The panel foresees blockchain-based games going viral, capturing mainstream attention and potentially becoming a cultural phenomenon.

🔹 DeFi's Continued Evolution: Discussions center around DeFi's comeback, its impact on the crypto market, and the evolving challenges it faces as it grows in popularity and complexity.

🔹 Surprising Crypto Predictions for 2025: The episode wraps up with each host sharing their most surprising predictions for the coming year, setting the stage for a dynamic and unpredictable future in crypto.

Hosts

⭐️Haseeb Qureshi, Managing Partner at Dragonfly

⭐️Tom Schmidt, General Partner at Dragonfly

⭐️Robert Leshner, CEO & Co-founder of Superstate

⭐️Tarun Chitra, Managing Partner at Robot Ventures

Disclosures

Timestamps -

00:00 Intro

03:00 Biggest Winner

8:30 Biggest Loser

14:04 Biggest Surprise

20:50 Best New Mechanism

27:03 Best Meme

31:02 Best/Worst Pivot

38:57 Biggest Flop

44:08 Comeback Story of 2024

48:42 Favorite TCB Guest

51:18 Predictions for 2025

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