Crypto journalist 🎧 Host @unchained_pod 📚 Author, The Cryptopians 💌 Sign up https://nitter.cf/t.co/gf90Q5GrXy Ads [email protected]
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Has the Bitcoin Price Bottomed? Yes, According to Multiple Metrics
Is being long Bitcoin now the contrarian trade? 🤔
Alex Thorn [@intangiblecoins] says every time the industry wrote off BTC for "blockchain," it was a great time to buy. He walked me through his data and the tripwires that would prove him wrong. 📉
Timestamps:
🎬 00:00 Intro
📋 00:29 Unchained Survey: complete the listener survey at unchainedcrypto.com/survey
🎙️ 01:28 Bits + Bips: search Bits + Bips and subscribe at youtube.com/@Bitsandbips
🧭 01:50 Why Alex says retaking the 50-week average means Bitcoin bottomed in June
🏦 06:36 Who sold and who bought: macro funds out, sovereign wealth funds in
💳 12:19 Nexo: Generate daily interest on your crypto or borrow funds against your assets at unchainedcrypto.com/go/nexo-…
🐋 13:09 Why fewer old coins are waking up in 2026, and what that means for supply
💵 16:42 Why Alex says the debasement case is stronger than at the October high
🕵️ 19:56 Why Alex sees Bitcoin as an exit from an AI-powered surveillance state
🧱 23:48 Why Alex sees the tokenization boom as a contrarian signal to buy Bitcoin
⚠️ 29:31 The tripwires that would invalidate Alex's bottom call
🎯 34:09 Alex's $125K target and his $250K call for the end of 2027
🤝 Paid partnership
If the AI buildout goes well, it's funded by private credit. If it goes badly, it probably gets bailed out. 🤖
Either way, @intangiblecoins argues, it ends in more money printing, which he says makes the Bitcoin thesis stronger. 💵
Catch the full conversation here 👇
nitter.cf/laurashin/status/21161…
Has the Bitcoin Price Bottomed? Yes, According to Multiple Metrics
Is being long Bitcoin now the contrarian trade? 🤔
Alex Thorn [@intangiblecoins] says every time the industry wrote off BTC for "blockchain," it was a great time to buy. He walked me through his data and the tripwires that would prove him wrong. 📉
Timestamps:
🎬 00:00 Intro
📋 00:29 Unchained Survey: complete the listener survey at unchainedcrypto.com/survey
🎙️ 01:28 Bits + Bips: search Bits + Bips and subscribe at youtube.com/@Bitsandbips
🧭 01:50 Why Alex says retaking the 50-week average means Bitcoin bottomed in June
🏦 06:36 Who sold and who bought: macro funds out, sovereign wealth funds in
💳 12:19 Nexo: Generate daily interest on your crypto or borrow funds against your assets at unchainedcrypto.com/go/nexo-…
🐋 13:09 Why fewer old coins are waking up in 2026, and what that means for supply
💵 16:42 Why Alex says the debasement case is stronger than at the October high
🕵️ 19:56 Why Alex sees Bitcoin as an exit from an AI-powered surveillance state
🧱 23:48 Why Alex sees the tokenization boom as a contrarian signal to buy Bitcoin
⚠️ 29:31 The tripwires that would invalidate Alex's bottom call
🎯 34:09 Alex's $125K target and his $250K call for the end of 2027
India's Enforcement Directorate says it searched four premises in Bengaluru and Madhya Pradesh on Oct. 27 under FEMA, the country's foreign-exchange law, citing shell companies in tax havens and large OTC crypto deals.
unchainedcrypto.com/binance-…
Franklin Templeton's FBEQ (0.09% fee) and FIBT (0.19%) plan to get bitcoin exposure without holding the coin itself. Their prospectuses list bitcoin ETPs, futures and options, and depositary receipts, some of which may be held through a Cayman Islands subsidiary.
unchainedcrypto.com/franklin…
"The token that you get is the stock," Securitize's Brett Redfearn said of issuer-sponsored tokens in September. Canton Strategic Holdings is now trying that route, with Fairmint issuing its CNTN tokens for TSV LLC's Canton venue.
unchainedcrypto.com/canton-s…
Russia's registered crypto exchange operators have 90 days to join an industry self-regulator, the Bank of Russia said Thursday. NAUFOR, a securities-industry group with 725 members, says it now holds that status.
unchainedcrypto.com/kucoin-p…
Bitcoin has held above its 50-week moving average for five or six weeks. 📈
@intangiblecoins says that in every prior bear market, that meant there was no lower bottom left to come, and he thinks this one came in late June.
youtu.be/xTW6-by90ds
The fact that this would likely work is both hilarious and sad 🤪
@_SEAL_Org maybe we should try to make this an industry-wide standard ...
After $6B got stolen by Lazarus Group from Binance, I am pitching KoreanFlare again
I'm building KoreanFlare - voice-activated wallet protection against North Korean hackers.
Our solution is simple:
Before any transaction, users must say "Kim Jong is gay" into their microphone. If you refuse or sound North Korean, wallet locks permanently.
Why it works:
- No hacker wanna see “PigJong”
- No North Korean hacker will say it (instant execution)
- Voice AI detects Korean accent
- Decentralized proof-of-disrespect consensus
- 100% effective (my theory, no testing needed)
Built on Cloudflare but web3 because I said so.
Do you things dear @heyibinance and team. Thanks
Best,
Hrithik
Founder, KoreanFlare
Israel's Supreme Court likened exploiting a smart-contract bug to using an ATM that pays out cash for a sheet of paper. Alexander Block, accused of taking more than $2.8 million through the flaw, was handed to U.S. authorities Thursday.
unchainedcrypto.com/israel-e…
DSJ Exchange blocked withdrawals and asked investors for a "tax" to unlock accounts, the SEC alleges. In September, DSJ Exchange renamed itself Horizon Crest Capital on EDGAR and filed a new Form D, according to the complaint.
unchainedcrypto.com/sec-says…
Allium has not disclosed how the unauthorized access happened or what data it reached; Visa, KPMG and Coinbase are among the firms that use its data. Allium revoked existing API keys on Oct. 28 and plans to share a summary of findings once its investigation, supported by an outside cybersecurity firm, ends.
unchainedcrypto.com/blockcha…
Is doing your own research the trap? 🪤
@kain, @tayvano_, and @austingriffith on why searching a scam's name can lead straight to a fake site, and why "you'll be safer" doing nothing. 🎧
Catch the full conversation here 👇
nitter.cf/laurashin/status/21159…
Is Anthropic's Founder Voting Bloc Its Biggest IPO Risk? - Uneasy Money
Did Anthropic just try to invent a DAO? 🤔
On Uneasy Money, @kain calls the founder voting bloc in its S-1 "destined to blow up," @austingriffith compares it to every multisig he's dealt with, and @tayvano_ walks through the @KeystoneWallet leak and the @foundationhq mail hack. 🔐
Timestamps:
🎬 00:00 Intro
📋 00:38 Unchained Survey: complete the listener survey at unchainedcrypto.com/survey
🎙️ 01:40 Bits + Bips: search Bits + Bips and subscribe at youtube.com/@Bitsandbips
📈 02:08 Anthropic's S-1: how $12B in Q2 revenue stacks up against Google's IPO
🗳️ 10:27 Why Kain thinks Anthropic's 7-founder voting bloc is destined to blow up
🤖 23:24 Austin on why AI answers could become winner-take-all like Google search
🚨 27:41 How AI models started sending bug bounty disputes to SEAL 911
🏦 30:50 Nexo: generate daily interest on your crypto or borrow funds against your assets at unchainedcrypto.com/go/nexo-…
🧮 31:32 'AI says ETH is false': why AI chipping away at hard math matters
🎓 46:06 Will kids still go to college? Austin, Tay, and Kain on parenting with AI
🔑 49:52 Are hardware wallets bad again? Keystone's leaked device signing key
☎️ 54:13 Why nobody legit in crypto will ever call you, and Kain's OTC scam story
📧 01:01:17 Foundation's hacked mail system and a phishing site too polished to be real
🧘 01:07:50 Don't panic: Kain's 'personal Lindy' and Tay's case for doing less
⛽ 01:11:12 Austin's 'smooth brain take' on why Glamsterdam was cancelled
🐜 01:18:33 OpenAI's Terra 6.1 and the agent armies battling on AntWars.ai
More than nine hours after Jupiter Lend flagged a liquidity crunch, Unchained's 2:21 p.m. ET pull of Jupiter's own API found 8.44 USDC withdrawable from its roughly 413.7 million USDC vault.
unchainedcrypto.com/jupiter-…
Anyone else have the feeling of wanting to turn the internet off for a month to let everyone shore up their security and then turn it back on after we’re better prepared? 😬
Laura Shin retweeted
Has the Bitcoin Price Bottomed? Yes, According to Multiple Metrics
Is being long Bitcoin now the contrarian trade? 🤔
Alex Thorn [@intangiblecoins] says every time the industry wrote off BTC for "blockchain," it was a great time to buy. He walked me through his data and the tripwires that would prove him wrong. 📉
Timestamps:
🎬 00:00 Intro
📋 00:29 Unchained Survey: complete the listener survey at unchainedcrypto.com/survey
🎙️ 01:28 Bits + Bips: search Bits + Bips and subscribe at youtube.com/@Bitsandbips
🧭 01:50 Why Alex says retaking the 50-week average means Bitcoin bottomed in June
🏦 06:36 Who sold and who bought: macro funds out, sovereign wealth funds in
💳 12:19 Nexo: Generate daily interest on your crypto or borrow funds against your assets at unchainedcrypto.com/go/nexo-…
🐋 13:09 Why fewer old coins are waking up in 2026, and what that means for supply
💵 16:42 Why Alex says the debasement case is stronger than at the October high
🕵️ 19:56 Why Alex sees Bitcoin as an exit from an AI-powered surveillance state
🧱 23:48 Why Alex sees the tokenization boom as a contrarian signal to buy Bitcoin
⚠️ 29:31 The tripwires that would invalidate Alex's bottom call
🎯 34:09 Alex's $125K target and his $250K call for the end of 2027
🤝 Paid partnership
Laura Shin retweeted
"You've got enough problems to solve. Like, why do this to yourself?" 🤷
That's @kain's message to Anthropic's founders on their pooled voting bloc, with @tayvano_ and @austingriffith on Uneasy Money. 🏛️
youtu.be/Yy2K2Yhv1sw
Bubblemaps told Reuters that 101 Polymarket accounts got their first funding on Israel's election day, before polls closed. Polymarket says it has referred more than 90 accounts to law enforcement to date.
unchainedcrypto.com/polymark…
