
About this episode
Thank you to our sponsor, Mantle!
In this Unchained podcast episode, guests Alex Thorn and Ryan Graham share their 2026 outlook for Bitcoin and the broader crypto market, exploring why the year looks unusually uncertain.
The conversation also digs into questions around Ethereum’s long-term value, whether killer apps are enough to drive adoption, prediction markets’ push into sports betting, and why the privacy meta could continue in 2026.
Hosts:
Laura Shin
Guests:
Ryan Graham, Research Analyst at Messari
Alex Thorn, Head of Firmwide Research at Galaxy Digital
Links:
DAT Stocks Are on Sale. Are They a Buy? Plus, Why Crypto Is Dead
Ethereum’s Vitalik Buterin Says Blockchain Trilemma ‘Has Been Solved’
Solana Withstands Week-Long DDoS Attack
Solana Mulls Proposal to Lower Inflation Rate
Western Union Files ‘WUUSD’ Trademark After Solana Stablecoin Reveal
Why the Privacy Coins Mania Is Much More Than Price Action
The Chopping Block: Hyperliquid vs. Tarun, ADL Transparency & The Coming Perps Arms Race
How to Trade Prediction Markets Without an Opinion on the Event
Why Wall Street Banks Need to Launch Their Own Stablecoins
How the GENIUS Act Creates a Built-In Advantage for Banks and Deposit Tokens
Klarna Launches Stablecoin Built on Stripe’s Tempo Chain
How the x402 Standard Is Enabling AI Agents to Pay Each Other
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