Unchained

📢 Bits + Bips has its own channel now — full episodes here: https://www.youtube.com/@Bitsandbips

Bitcoin has done almost nothing for weeks, and Katie Stockton says that stillness is exactly what a long-term bottom looks like on the charts.

She walks Steven Ehrlich through the monthly stochastic oscillator that has stayed oversold for months, the DeMark indicators showing downside exhaustion, and what history says has to happen for that setup to become an actual buy signal.

Host:

Steven Ehrlich - Host of Bits + Bips: The Interview and Head of Research at Sharplink

Guest:

Katie Stockton - CMT, Founder and Managing Partner of Fairlead Strategies

This clip is from a longer conversation on Bitcoin's technical setup and Katie Stockton's read on crypto markets. Full episode here: https://youtu.be/35ZHRajBJ5E?si=d6ycx66p2Tz1fSma

We go live every week - subscribe to catch it live.

Sponsor:

👉 Cape: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at https://cape.co/unchained (use code: UNCHAINED)

Chapters:

🕐 00:21 Why Bitcoin's usual volatility has gone quiet even as AI stocks rip

📉 01:27 Bitcoin's monthly stochastic oscillator: the long-term oversold read

🔍 03:16 Fibonacci levels, the cloud model, and the case for a major low

🔁 04:45 What history says about oversold setups turning into real bottoms

🎯 05:34 The exact signal Katie needs to call an 'oversold buy signal'
Learn more about your ad choices. Visit megaphone.fm/adchoices

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. This week, crypto streamer and trading/markets influencer threadguy joins the crew to translate what is happening in the trenches, from market-open streams and social trading apps to public PnL and Gen Z's appetite for risk.

The conversation starts with a challenge to crypto's old guard: today's lowest-cap markets look less like clicking a few ICOs and more like playing Fortnite with token scanners, wallet trackers, and social feeds all firing at once. From there, threadguy breaks down the fight between FOMO and Pump.fun, why the winner may be whoever owns the trader graph, and how one visible winning trade can turn an unknown wallet into a market-moving celebrity. Haseeb questions whether Robinhood has actually brought new money onchain, Tarun and Robert revisit the hidden counterparty risks of early crypto, and the group imagines a future in which AI agents launch protocols, raise capital, and transact without a human-facing interface.

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

Show highlights

🔹 threadguy says modern onchain trading looks like Fortnite, with token scanners, social feeds, and wallet alerts all competing for attention.

🔹 Robert argues that crypto was never simply easier or harder. The tools, assets, and attack surfaces have continually evolved.

🔹 Tarun explains how stablecoins and reliable off-ramps replaced the counterparty and FX risks that defined early crypto trading.

🔹 FOMO and Pump.fun are fighting for social traders as exchanges, wallets, and launchpads race to own the next trading graph.

🔹 threadguy says traders are becoming crypto's new celebrities because public wallets make PnL visible and influence measurable.

🔹 Haseeb argues that the latest memecoin revival may be crypto-native capital front-running Robinhood demand that has not arrived yet.

🔹 The panel rejects the idea that AI agents are already managing meaningful memecoin portfolios, but sees that changing as capabilities improve.

🔹 Haseeb predicts the next onchain inflection will come when AI agents create, govern, and use protocols that humans never designed.

🔹 A crypto wallet cannot be switched off like an agent's credit card, which gives autonomous software a uniquely durable financial rail.

🔹 threadguy believes active investing and public risk-taking are permanent cultural shifts for Gen Z and the generations behind it.

Hosts

⭐️Haseeb Qureshi, Managing Partner at Dragonfly

⭐️Tarun Chitra, Managing Partner at Robot Ventures

⭐️Robert Leshner, Founder & CEO of Superstate

Guest

⭐️threadguy, Crypto streamer and trading/markets influencer

Links

threadguy on X: https://x.com/notthreadguy

threadguy on Twitch: https://twitch.tv/threadguy

Disclosures

Timeline

00:00 Intro

01:00 threadguy's New Purple Era

03:58 Could Crypto OGs Survive Today's Trenches?

16:05 FOMO vs Pump.fun: The Social Trading War

24:37 Traders Become Crypto's New Celebrities

31:25 Why Memecoin Volume Is Rising Again

36:57 Is Robinhood Really Bringing New Money Onchain?

40:04 Can AI Agents Trade Memecoins?

43:23 AI Agents and Crypto's Next Capabilities Jump

54:15 Is Gen Z's Risk Appetite Permanent?
Learn more about your ad choices. Visit megaphone.fm/adchoices

For years, North Korean operatives have infiltrated crypto companies by posing as freelance developers, funneling stolen funds back to the regime. Laura Shin went undercover as a recruiter named "Sophie Wang" to interview one of them — a capable blockchain engineer tied to a $2.7M hack — and tested the one request known to shut these interviews down cold: say something negative about Kim Jong Un. Watch what happens.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Ondo's founder died at 32, and now his mother and its ousted president are fighting for control. Katherine, Jessi, and Vy on the succession lesson crypto keeps skipping.

========================================================

Thank you to our sponsor!

Visit 1inch.com to swap tokenized securities, crypto and more. Simple. Secure. Self-custodial. Whatever asset you’re buying - swap it at 1inch.com

========================================================

Ondo Finance co-founder and CEO Nathan Allman died suddenly this summer at 32, leaving the real-world-asset tokenizer with zero sitting directors and two people claiming to run the company: ousted president Ian De Bode, and Allman's mother Kathleen, acting for his estate.

Katherine Kirkpatrick Bos, Jessi Brooks, and Vy Le use the fight to unpack a problem that has nothing to do with crypto and everything to do with it: what happens when a fast-growing company never writes down a succession plan.

They also cover the White House's new frontier AI oversight framework, which officials confirm exists but will not publish, a proposed FDIC and OCC certification that would let a fintech satisfy every bank's diligence questions at once, and the CLARITY Act's newly scheduled September 15 cloture vote, squeezed into a narrow window before midterms.

Vy Le asks the harder question underneath all three stories: can boundaries this important really be left voluntary?

Host:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Katherine Kirkpatrick Bos⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Host of DEX in the City and General Counsel of Chainlink

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jessi Brooks⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, General Counsel at Ribbit Capital⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vy Le⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Co-host of DEX in the City and General Counsel of Veda

Timestamps

🤖 01:40 Jessi on why AI agents are getting great at goals, bad at intent

🏛️ 08:12 Why the White House's new AI framework is finished, but secret

📣 13:42 1inch Aqua: See how the shared liquidity layer works at https://1inch.com/aqua

⚖️ 14:30 Ondo's board hits zero directors after founder Nathan Allman's death

🚌 20:08 KK's 'hit by a bus' rule: the succession plan every startup skips

🏦 27:06 The FDIC's plan to let one fintech certification satisfy every bank

📜 37:51 Why KK is nervous about the CLARITY Act's September cloture vote

🦥 46:16 Crypto good news: robot sloths saving an endangered species
Learn more about your ad choices. Visit megaphone.fm/adchoices

📢 Bits + Bips has its own channel now — full episodes here: https://www.youtube.com/@Bitsandbips

A new Ethereum proposal would burn staking issuance to zero once roughly half the supply is staked, and the community had about 48 hours to respond.

Austin Campbell, Chris Perkins, and Seth Ginns of Franklin Crypto discuss whether it is a necessary check on runaway staking or an academic overreach that ignores how institutions actually think about the network.

Hosts:

Austin Campbell - Host of Bits + Bips, Founder of Zero Knowledge Group, and Adjunct Professor at NYU Stern

Chris Perkins - Co-host of Bits + Bips and Head of Franklin Crypto

Guest:

Seth Ginns - Chief Investment Officer of Franklin Crypto

This clip is from a longer conversation on Ethereum's staking yield fight. Full episode here: https://youtu.be/MhhJAIhkgVM?si=hqg5R4b3rVBNdNlJ

We go live every Monday - subscribe to catch it live.

Sponsor:

Visit 1inch.com to swap tokenized securities, crypto and more. Simple. Secure. Self-custodial. Whatever asset you’re buying - swap it at 1inch.com.

Chapters:

🔥 00:20 Austin on the proposal to burn ETH issuance to zero, and who wrote it

⏱️ 02:02 Why a 48-hour comment window has critics saying the process is broken

🎓 03:33 Seth calls the proposal an academic push that skipped real coordination

🍳 04:48 Chris predicts the plan fails because the EF does not control Ethereum

💴 07:13 Chris's yen carry trade warning about messing with ETH's risk-free rate

⚖️ 09:10 Austin's verdict: 48 hours is too short no matter how the vote goes

🗣️ 13:57 Dapplion's pushback from inside the camp: 'you can't bribe me like this'

💰 15:23 Seth defends the $10 billion in institutional ETH flows
Learn more about your ad choices. Visit megaphone.fm/adchoices