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Why Pandl Calls Gold and Bitcoin Buys Here
Zach Pandl, Head of Research at Grayscale Investments, argues that speculative retail flows, not geopolitical fundamentals, drove the recent gold and…
1 week, 5 days ago
Why AI Censorship and Reg NMS Repeal Matter for Crypto Markets: DEX in the City
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, no…
1 week, 5 days ago
The Chopping Block: SpaceX IPO Mania, Fable 5 Export Controls & The AI Privacy Fight
The crew breaks down the SpaceX IPO's crypto-like low float dynamics and Hyperliquid's price prediction, debates accredited investor laws and failed …
1 week, 5 days ago
Unchained Celebrates 10 Years! Laura and Haseeb Cover Highs, Lows and New Directions
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 …
1 week, 6 days ago
Why Sam Enzer Says the Fable 5 Ban Should Worry Crypto
The US government issued a Friday-night export control directive against Anthropic's Fable 5, citing a jailbreak that could expose advanced cyber cap…
1 week, 6 days ago
Why the AI Business Model Is Cracking and How Crypto Could Help Fix It
OpenAI, Anthropic, SpaceXand the AI IPO cycle face a structural problem: a cheap, capable open source exit is already drawing enterprise users away b…
2 weeks, 4 days ago
Claude Found a 4-Year Zcash Bug. Now It Won't Audit DeFi: Uneasy Money
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 treas…
2 weeks, 5 days ago
The Chopping Block: Zcash Infinite Mint Bug + AI Hackers vs Formal Verification + NEAR's Agent Vision
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 cou…
2 weeks, 6 days ago
How Claude Found Zcash's Counterfeiting Bug
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 …
3 weeks ago
Why Saylor's 'Inoculate' Comment May Be a Signal He'll Sell More Bitcoin
About 80% of STRC holders are retail investors. Glenn Cameron walks through the prospectus, how Saylor's public claims differ from the reality, and w…
3 weeks ago