Episode Details

🎙️ AI-Generated Review – June 19, 2025
🧠 Powered by Notebook LM by Google
Presented by: Blockchain DXB x Society X
Episode: Unfiltered Chat – Weekly Review on Crypto, Blockchain & AI

This summary has been created using Notebook LM by Google, leveraging AI to synthesize key insights, themes, and perspectives shared during the June 19 LinkedIn Live session hosted by RA George (Blockchain DXB, Bitcoin DXB) and Markose Chentittha (Oort Foundation, Society X).

The session covered an intense mix of regulatory shifts, stablecoin dilemmas, mining economics, and DeFi strategies, all through the lens of current macroeconomics and blockchain innovation.

• 📈 FOMC leaves interest rates unchanged – considered a bullish signal for Bitcoin and crypto markets.

• 📉 Inflation trends downward, aided by tariffs.

• 🤔 Speculation mounts around Jerome Powell’s potential exit in 2026.

  • Possible successors: Kevin Warsh, Scott Besennett.

• 🟠 AI Insight: Bitcoin’s correlation with macroeconomic tightening is weakening — signaling growing market maturity.

• ✅ Genius Act Passed by U.S. Senate

  • Mandates 1:1 backing of USD-pegged stablecoins with cash or Treasury bills.

• 🇦🇪 UAE follows similar framework, indicating a regulatory convergence.

• 🔍 Open Questions Explored via AI:

  • Are stablecoin issuers mimicking traditional banks?

  • Do they uphold blockchain principles: permissionless, neutral, censorship-resistant?

  • Can reserve audits become public, real-time, and verifiable?

  • Is there still room for algorithmically backed stablecoins?

• 💣 Iranian crypto exchange Nobitex hacked for $90 million.

• 🕵️‍♂️ Hack suspected to be politically motivated.

• 📚 Referenced material: Elliptic Blog Post

• 🧠 AI Reflection: Reinforces the ethos — "Not Your Keys, Not Your Crypto" — as centralized platforms remain high-risk vectors.

• 🔻 Bitcoin mining difficulty drops — energy and cost barriers are intensifying.

• 🏦 Shift from Mining to Treasury:

  • MARA: 49,000 BTC

  • CleanSpark: 12,502 BTC

  • AI Observation: Miners are evolving into hybrid operators — securing networks and storing BTC as reserve assets.

• 🧮 Charles Hoskinson proposes reallocating $100M of ADA into BTC and Cardano-native stablecoins (USDM, USDA).

• 📊 Goal: Boost Cardano’s DeFi activity by improving TVL-to-stablecoin ratio.

  • Current: $356M TVL vs. $31M in stablecoins.

  • Target: 30–40% stablecoin share (current <10%).

• 📌 Solana comparison: $9.8B TVL vs. $11B in stablecoins.

• 🤖 AI Takeaway: Stablecoin liquidity could become the leading indicator for DeFi ecosystem health.

• 🔕 Pump.fun & co-founder Alon Cohen suspended from X (formerly Twitter).

• 🚨 20+ crypto projects affected — speculation around $1B token sale and $4B valuation.

• 🖥️ AI Reference Triggered: Netflix’s Black Mirror episode Common People eerily mirrors risks in hyper-tokenized communities.

• ⚠️ AI Flag: Growing need for governance, identity, and behavior design in soci