Maggie @scriptsmaggie

In today's Unchained Daily newsletter: 🔥 Strategy's MSTR shares fell below $100 for the first time since March 2024 🎯 Kalshi is in talks to raise at a $40 billion valuation, as its CEO hints at near IPO 🏠 Trump refused to sign a popular bipartisan housing bill containing a CBDC ban ⚡ Read today’s biggest crypto news… and subscribe for more! unchainedcrypto.beehiiv.com/p/strategy-cra…

I sat down with @ColeMacro of @Strive after he called last week the most difficult in digital credit's history. 📉 He argues the STRC drop was a leverage liquidation, not a broken model. I pushed him on whether the critics of Strategy are right. 🎧 Timestamps: 🎙️ 02:07 What Strive is, and why Matt calls SATA the company's main product 🏦 10:16 Could Strive cut SATA's 13% yield without breaking par? 👥 15:45 Who is actually buying SATA, and the one buyer Matt says he's never met 📣 25:15 Fidelity: Explore crypto careers and make the decision that could change your future at crypto.fidelitycareers.com 🔒 25:58 Cape: Use code unchained for 33% off at cape.co/unchained 💧 27:28 What Matt thinks really drove last week's STRC drop, and why SATA didn't follow 🏛️ 31:28 Why Matt won't fault Saylor for selling, and the S&P rating he calls a joke ⚖️ 50:53 Is buying SATA un-Bitcoin? Matt answers the Mallers vs Saylor critique

1/ Strategy's STRC Bitcoin-backed preferred stock can't seem to find its way back to its par value of $100. A Bitcoin rebound surprisingly did not help. Strategy's move to bi-monthly dividend payment cycle has not helped and neither has the company's addition of $300 million to its cash reserves, bringing it to $1.4 billion. What gives?

"Nobody knows this, but I'll share it on this podcast." Pudgy Penguins' @LucaNetz just disclosed that Igloo built an instrument to list crypto tokens directly on the Nasdaq or NYSE, structured as a security so protocols can pay revenue back to holders. 🐧 Read more: unchainedcrypto.com/ceo-luca-netz-…

'If you want just Bitcoin unlevered, why not buy an ETF?' @austincampbell does the math on the latest @bitsandbips: owning Strategy's common stock pencils out to a ~9% funding cost just to hold Bitcoin. Full episode with @ramahluwalia and @perkinscr97: 🎧 Timestamps: 💣 02:24 What caused crypto's worst week since the FTX collapse 🌍 09:08 Why retail still drives crypto volatility and why Chris thinks the market misread incoming Fed chair Warsh 🤖 17:55 AI tools discovering critical crypto vulnerabilities faster than devs can patch them 🐛 23:47 How Claude Opus 4.8 found a live counterfeiting bug in Zcash's Orchard pool ₿ 30:24 Austin on whether Bitcoin's Lindy effect survives the quantum-refactoring problem 💼 32:04 Fidelity: Explore crypto careers that could change your future at crypto.fidelitycareers.com 📱 32:46 Cape: Get 33% off your first six months at cape.co/unchained 🏦 33:45 Strategy's preferred problem and the math on 32 BTC sold and 1,550 bought 📊 37:25 Ram on Minsky's three market phases, and why Strategy was built for the riskiest one ⏰ 43:22 Why Austin says introducing preferreds turned Strategy from a Bitcoin play to a clock 🇺🇸 52:18 Is Hunter Biden’s crypto interest genuine conviction or attention play

A $480 billion asset manager just bought ENA, put USDe in its treasury, and is exploring regulated crypto ETPs for its clients 👀 Which firm? Janus Henderson. TradFi is diving in 🏊 unchainedcrypto.com/janus-henderso…

In today's @Unchained_pod Daily newsletter: 📉 Bitcoin's 50% slide is its shallowest bear market ever 🛡️ Aave proposes a binding risk framework after the KelpDAO exploit 💰 Morpho raises $175M led by Paradigm, a16z, Ribbit 🏦 Janus Henderson takes an ENA stake, plans USDe products 📩 Don’t miss out—read here & sign up for daily updates! unchainedcrypto.beehiiv.com/p/bitcoin-s-be…

In today's @Unchained_pod Daily newsletter: 💼 BitMine raises $300M — but who's paying the price? 📉 Bitcoin crashes below $62K. $1.5B in longs gone. 🚀 HYPE just flipped Solana. New all-time high hit. 🏛️ Bessent to Senate: Pass crypto clarity bill this summer. ⚡ Read today’s biggest crypto news… and subscribe for more! unchainedcrypto.beehiiv.com/p/bitmine-just…

In today's @Unchained_pod Daily newsletter: 💼 $1.3B IBIT trade. Zero BTC move. 🏛️ Trump calls state prediction regulators “SCUM.” 📈 HYPE ETF flows crush BTC, ETH, and SOL. 🌍 Spain blocks Polymarket and Kalshi. 📩 Don’t miss out—read here & sign up for daily updates! unchainedcrypto.beehiiv.com/p/a-1-3-billio…

The EF is shrinking. Researchers are leaving. Vitalik says ETH is "the most high-value product" and CROPS is the new mandate. What does that all mean for Ethereum? @0xzak + @gregthegreek join @laurashin Today at 1 pm ET Join us on: X - x.com/Unchained_pod YouTube - youtube.com/channel/UCWiiM… or PumpFun - pump.fun/coin/GgzH3GfJa…

In today's @Unchained_pod Daily newsletter: 🔮 Hyperliquid debuts native prediction markets, validators as oracles. First market: May CPI 🔐 Facet pitches EIP-8182: native private ETH transfers in Hegota 🕷️ TrapDoor malware hits crypto devs via 34+ packages on npm, PyPI, Crates.io 🌎 Read today’s must-know crypto news… and subscribe! unchainedcrypto.beehiiv.com/p/hyperliquid-…

In today's @Unchained_pod Daily newsletter: 🏦 JPMorgan files for JLTXX, its second tokenized money market fund on Ethereum 📈 21Shares launches the first U.S. Hyperliquid ETFs on Nasdaq 🔐 Starknet ships strkBTC, a privacy-enabled bitcoin wrapper 🛡️ Ethereum Foundation rolls out Clear Signing to end blind signing risk 📩 Don’t miss out—read here & sign up for daily updates!! unchainedcrypto.beehiiv.com/p/jpmorgan-fil…

🚨90% of crypto podcasts are just guys agreeing with each other for 45 minutes. The only ones worth your time are the ones where the hosts actually disagree on air.

@Wthmoni The answer is "Between 4 and 6" they are introducing themselves

@laurashin @Unchained_pod Crypto moves fast, @laurashin gave us the flash train. Lets go 🚀🚀

@UTDTrey 🤣🤣🤣🤣🤣

@FabrizioRomano Not Sesko 🥶🥶🥶🥶🥶

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