Unchained

Crypto markets are under severe pressure, with Bitcoin sliding into one of the most oversold conditions in its history and Ethereum following closely behind. In this episode of Bits + Bips, Steve Ehrlich sits down with Fairlead Strategies founder Katie Stockton to walk through what the charts are actually signaling amid the selloff.

They discuss why oversold does not automatically mean a bottom, how technicians look for downside exhaustion, and what needs to change before confidence returns for Bitcoin and ETH.

Hosts:


Steven Ehrlich, Host, Bits + Bips

Guests:

Katie Stockton, Founder and Managing Partner, Fairlead Strategies

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The hosts dive into Bitcoin's volatility below $75K, dissect the explosive CZ vs Star Twitter battle over who caused the 10/10 liquidation cascade, debate the ethics of founder secondary sales with passionate disagreement, and explore the surprising crypto connections in the newly released Epstein files including Tarun's unexpected cameo.

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, the crew tackles a volatile market with Bitcoin struggling below $75K and explores what's driving the uncertainty. They dive deep into the explosive Twitter battle between Binance founder CZ and OKX's Star over who really caused the catastrophic 10/10 liquidation event that broke crypto's correlation with traditional markets. The conversation gets heated as the hosts debate the ethics of founder secondary sales — with Haseeb taking a surprisingly libertarian stance against his co-hosts. Finally, they explore the unexpected crypto connections in the newly released Epstein files, including Tarun's own amusing cameo and connections to Coinbase, Bitcoin Core developers, and other industry figures.

From market analysis to Twitter drama to moral philosophy, this episode covers the full spectrum of crypto discourse. Let's get into it.

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

Show highlights

🔹 Bitcoin below $75K signals uncertain market conditions with equal odds of hitting $40K or $130K

🔹 CZ vs Star Twitter battle over who caused the catastrophic 10/10 liquidation cascade  

🔹 Athena unwinding timeline analysis challenges Star's claims about Binance's role

🔹 Heated debate on founder secondary sales ethics with sharp disagreements among hosts

🔹 Tarun's unexpected appearance in Epstein files via Quora digest on homomorphic encryption

🔹 Epstein's 2014 Coinbase investment and connections to Brock Pierce revealed

🔹 Bitcoin developers' interactions with Epstein including Adam Back and Jeremy Rubin

🔹 MicroStrategy's break-even position becomes psychological market threshold

🔹 Quantum computing concerns emerge as potential Bitcoin selling catalyst

🔹 Post-10/10 correlation breakdown between crypto and traditional risk assets analyzed

Hosts

⭐️Haseeb Qureshi, Managing Partner at Dragonfly

⭐️Robert Leshner, CEO & Co-founder of Superstate

⭐️Tarun Chitra, Managing Partner at Robot Ventures

⭐️Tom Schmidt, General Partner at Dragonfly 

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

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In this episode of Bits + Bips, Austin Campbell and Chris Perkins sit down with Cosmo Jiang to unpack what gold’s volatility shock revealed about market structure, why onchain venues like Hyperliquid are increasingly where price discovery happens, and how digital asset treasuries are being blamed for stress they did not create.

The conversation also turns to Kevin Warsh’s nomination as Fed chair and why it represents a deeper shift in institutional power, not just personnel.

Hosts:


Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting


Christopher Perkins, Managing Partner and President of CoinFund

Guest:


Cosmo Jiang, General Partner at Pantera Capital

Links:

Crypto at a Crossroads: Winter Fatigue Meets the Risk of Lower Lows

Weekend Drama Rekindles Debate Over What Really Caused the October 10 Crash

Crypto’s Weekend Washout Tests Conviction After a Brutal Week

Bitcoin Sinks as Markets Price In a More Hawkish Fed

Why HYPE Is Up While Every Other Crypto, Including Bitcoin, Is Down

Hyperliquid Prepares Prediction-Style Markets With HIP-4 Upgrade

Hyperliquid Sees Record Trading as Commodities Drive New Interest

​​Crypto Market Structure Bill Clears Senate Committee — But the Hard Part Is Still Ahead

Silver and gold extend losses after last week's historic plunge

Gold Volatility Tops Bitcoin in Wildest Price Swings Since 2008

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Crypto has stalled, but markets haven’t. As volatility migrates and narratives shift, retail traders are moving fast into exciting, but risky frontiers. We break down where attention is going next, how professionals are adapting, and why this cycle feels different from the last.

Host:


Steven Ehrlich, Host: Bits + Bips: The Interview

Guest:

Evgeny Gaevoy, Founder and CEO, Wintermute

Links:

Adams’ NYC Memecoin Crashes After Debut, Sparking Outcry

Memecoins Were Hot a Year Ago. Many Have Crashed Over 90%

Crypto Traders Flee to Prediction Bets After Crash

Prediction Markets to Get New Federal Rules, CFTC Chair Says

Three Reasons for the Record Rise in Gold Prices, and One Why They Are Falling

Gold Falls as Investors Take Profits After Record High

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Thank you to our sponsors, Fuse: The Energy Network and MultiChain Advisors!

What is the Moltbot buzz about?

In this episode of Uneasy Money, hosts Kain Warwick, Luca Netz and Taylor Monahan delve into why Moltbot, the new AI agent hogging the internet spotlight, is so exciting as well as the memecoin drama that has followed.

They also discuss how the son of a U.S. government contractor was allegedly caught flexing stolen Bitcoin in an online contest, analyzing how scammers can be so dumb.

Plus, why Ethereum's quantum computing initiative is so bullish in contrast to Bitcoin’s nonchalance. Also, are memecoins back?

Don't miss out on what Kain says is the real AI agent opportunity and Luca's tales of flipping Instagram handles for millions of dollars.

Hosts:


Kain Warwick, Founder of Infinex and Synthetix


Luca Netz, CEO of Pudgy Penguins


Taylor Monahan, Security at MetaMask

Links:

How Nansen’s New Trading Agent Makes It Easier to Follow the Smart Money Onchain

How the x402 Standard Is Enabling AI Agents to Pay Each Other

Ilya Lichtenstein Pleads Guilty to 2016 Bitfinex Hack of Billions in Bitcoin

Ethereum and Optimism Lay the Groundwork for a Post-Quantum Future

Q-Day Is Imminent. Can Bitcoin Survive the Quantum Threat?

PUMP Drops Below ICO Price as Private Sale Investors Send $160 Million to Exchanges

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