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Feb 17
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$1.59
$1.48
-6.9%
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AVOID
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Jonah Van Bourg
Head of Trading, Cumberland
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"Why bet on some random crypto project... why bet on Layer Zero or Monad... or Sei or Sui or Aptos when you can gamble on [Prediction Markets]?" Retail liquidity is shifting away from "Tech" coins (L1s/Interop) toward pure gambling (Prediction Markets). Without the "casino" aspect of community pumps, these high-valuation infrastructure plays have no buyer of last resort. Avoid generic L1s and "Zombie Chains" as attention shifts to gambling/prediction markets. A specific app breakout on one of these chains attracts liquidity back. |
1000x Podcast
Bitcoin Is Either Going To Zero Or A Million
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Feb 15
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$1.75
$1.48
-15.4%
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LONG
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Luca Netz
CEO, Pudgy Penguins (Igloo Inc.)
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LayerZero is launching "Zero Chain," claiming it runs on Raspberry Pi hardware (high decentralization) while offering performance faster than Solana and effectively zero gas fees. Citadel and other TradFi players are buying ZRO. This shifts ZRO from a backend interoperability protocol to a consumer-facing L1 execution layer. If the tech holds up (high throughput + low hardware reqs), it solves the "Solana centralization" critique while maintaining speed. LONG ZRO as a "Solana Killer" hedge and institutional bet. Execution risk (new chain launch); "Ghost chain" syndrome if no users migrate; tech claims unproven in production. |
Unchained (Chopping Block)
No Altcoin Season? Tell That to the TradFi Pl...
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Feb 11
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|
$2.12
$1.48
-30.2%
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LONG
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Johann Kerbrat
GM of Robinhood Crypto, Robinhood
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Robinhood is launching a public testnet for "Robinhood Chain," an "Ethereum layer 2 built on Arbitrum." They are working with "Alchemy, LayerZero, Chainlink." * HOOD: Vertical integration allows them to capture settlement fees and offer 24/7 tokenized stock trading, differentiating from traditional brokers. * ARB: As the underlying stack, Arbitrum captures value from Robinhood's massive retail user base moving on-chain. * ETH: Serves as the settlement layer for Arbitrum, accruing security fees. * LINK / ZRO: Explicitly named as infrastructure partners; increased activity on Robinhood Chain drives usage of their protocols (Oracles/Interoperability). LONG (Infrastructure play on retail DeFi adoption). Regulatory crackdown on tokenized securities (SEC) or technical failure of the testnet. |
CNBC
Bitcoin on pace for fourth negative week in a...
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Feb 11
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$2.12
$1.48
-30.2%
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LONG
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Luca Netz
Guest
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LayerZero is launching a blockchain ("Zero") capable of running on a Raspberry Pi while claiming higher performance than Solana, backed by Citadel. The next crypto cycle will be driven by AI Agents executing quadrillions of micro-transactions. Agents require extreme throughput and near-zero cost. If Zero delivers "Solana performance with Ethereum decentralization" (via lightweight hardware), it captures the AI Agent volume that Solana is currently priced for. LONG. It is a "new tech" play targeting the hottest narrative (AI Agents) with deep-pocketed backers (Citadel). Execution risk; "Ghost chain" syndrome if developers don't migrate from Solana/EVM. |
Unchained (Chopping Block)
BlackRock on Uniswap, Chain Wars, and AI Agen...
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Feb 10
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|
$1.80
$1.48
-17.8%
|
LONG
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Brian Pellegrino
Co-founder & CEO, LayerZero Labs
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"There's not going to be any net new token... Zero is the only asset and it is going to be the underlying gas asset and staking asset for proof of stake." Typically, a new L1 launch involves a new token generation event (TGE) which dilutes attention and capital. By repurposing the existing interoperability token (ZRO) as the native gas token for a high-performance blockchain, the token's utility shifts from merely "governance/bridging" to "network fuel." This creates a structural demand sink for ZRO that did not exist previously, especially if the chain achieves the projected institutional volume. LONG. The tokenomics upgrade is a massive fundamental catalyst. Technical execution risk (mainnet failure); failure to attract liquidity despite high TPS claims. |
Unchained (Chopping Block)
2 Million TPS Without Centralization? How Lay...
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Feb 10
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$1.80
$1.48
-17.8%
|
LONG
|
Brian Pellegrino
Co-founder & CEO, LayerZero Labs
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LayerZero is launching a high-performance Layer 1 blockchain called "Zero" (1M+ TPS). Brian explicitly states: "There is not going to be any net new token... ZRO is the only asset and it is going to be the underlying gas asset and staking asset." Typically, a new L1 launch involves a dilutive Token Generation Event (TGE). By consolidating the utility of a major new L1 (gas, staking, sequencing) into the existing ZRO token, the asset transitions from a pure governance/bridging token to a fundamental L1 commodity with programmatic demand from institutional partners. LONG. Technical failure of the new "Zero" architecture; failure to attract liquidity despite partnerships. |
Unchained (Chopping Block)
Crypto’s Legal Lines, MegaETH Launched But De...
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Feb 03
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$1.79
$1.48
-17.3%
|
LONG
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Jordi Alexander
Founder/CIO, Seleni Capital
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Jordi notes that altcoins are "really depressed" and back to baseline prices. He explicitly names LayerZero and EigenLayer as examples of "super big names" that are now cheap. The market has indiscriminately sold off these assets due to the October 10th liquidation cascade and general nihilism. This is a "survival bet." If you believe these protocols will exist in 3 years, the current price represents deep distress value rather than fundamental valuation. LONG (Distressed Value). Buy the "fallen angels" that have real tech but broken charts. The project could actually go to zero if they fail to pivot to a revenue-generating product model. |
The Block
Is crypto dead, or is there hope for 2026? Wi...
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