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Feb 15, 2026
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WATCH
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LayerZero's new chain targets the exact niche Solana dominates: high-throughput, low-latency execution for AI agents and high-frequency trading. If Zero Chain delivers on its promise of "Solana performance on Raspberry Pi hardware," it attacks Solana's primary moat (speed) while solving its primary weakness (validator centralization/hardware costs). WATCH SOL for market share erosion if ZRO gains traction. Solana's network effects and developer moat are massive and hard to displace. |
Unchained (Chopping Block)
No Altcoin Season? Tell That to the TradFi Pl...
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Feb 15, 2026
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LONG
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Base (Coinbase's L2) has removed social features (Farcaster) to pivot back to a pure "trading app" experience. While culturally "boring" and a retreat from ambitious consumer crypto apps, this is a financially prudent move. Trading generates fees; social does not yet. This aligns with Coinbase's need to show revenue as a public company. LONG COIN as they double down on their highest-margin activity (trading/fees) via Base. Loss of innovation edge; competitors (like Solana) capturing the "consumer crypto" market while Base becomes just another exchange extension. |
Unchained (Chopping Block)
No Altcoin Season? Tell That to the TradFi Pl...
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Feb 15, 2026
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LONG
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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, 2026
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WATCH
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LayerZero's new chain targets the exact same value proposition as Solana (high speed, low cost) but with lighter hardware requirements. Solana's moat is its performance. If a new chain (Zero) offers better performance with lower hardware barriers (decentralization), capital may rotate out of SOL into the newer, higher-beta infrastructure play. WATCH. Monitor if AI Agent projects deploy on Zero instead of Solana. Solana's network effects and liquidity are deeply entrenched; "better tech" often fails against "better distribution." |
Unchained (Chopping Block)
BlackRock on Uniswap, Chain Wars, and AI Agen...
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Feb 11, 2026
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LONG
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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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Jan 31, 2026
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LONG
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Luca states, "In the game that I made, Pangu is the currency." Kane suggests, "We just need to convince the claw bots that Pangu is the medium of exchange." If the Pudgy Penguins ecosystem successfully integrates their game currency (Pangu) with AI agents (as jokingly suggested but strategically aligned), it creates a closed-loop economy where agents hold and transact in Pangu/Pudgy assets. LONG Pudgy Penguins ecosystem assets. Execution risk on the game; AI agents may prefer liquid stablecoins over niche game tokens. |
Unchained (Chopping Block)
How Ethereum May Have One-Upped Bitcoin in On...
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Jan 31, 2026
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LONG
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"It's way more advantageous to go bid a AI [stock] on Tradfi that's building some sort of silicon wafer... than it is [crypto assets]." The "Crypto x AI" intersection is currently vaporware/narrative only. The *real* value accrual is happening in the physical infrastructure (chips/wafers) required to run the models that everyone is using (Claude/OpenAI). Until crypto offers a tangible utility to AI, capital flows will remain in TradFi hardware. LONG AI Hardware/Semiconductors (e.g., NVDA/TSM - implied). Sector rotation out of tech if AI monetization stalls. |
Unchained (Chopping Block)
How Ethereum May Have One-Upped Bitcoin in On...
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