Ideas
Robert
Crypto connoisseur and Tsar of Superstate
2:48
Crypto equities win on regulatory clarity.
Equity-based crypto companies are the biggest winners because regulatory clarity, a friendly administration, and institutional interest are opening up, leading to M&A consolidation and a new landscape.
Robert
Crypto connoisseur and Tsar of Superstate
3:45
Altcoins have fresh, low cost basis.
The 2025 reset leaves investors with a low fresh cost basis in altcoins, making them attractive going into 2026.
Tom
DeFi maven and master of memes
4:17
Prediction markets went mainstream.
Prediction markets went from fringe to mainstream in 2025, with growing applications, media attention, and continued discovery of new use cases, making them a winner.
Bitmine is top ETH DAT.
Bitmine became the second-largest digital asset treasury behind MicroStrategy thanks to Tom Lee's ETH-focused positioning, making it a major crypto-equity winner.
On-chain perp DEXs are winning.
On-chain perpetual DEXs grew significantly and are taking market share from centralized exchanges, despite receiving less press than prediction markets.
Tom
DeFi maven and master of memes
7:41
Altcoins failed to deliver alt season.
Altcoins were the biggest loser of 2025 because alt season never came, new launches failed, no new coins entered the top 100, regulation did not pass, and token holders were disadvantaged in M&A.
Web3 and NFTs are dead.
Web3 as an ownership-economy thesis is dead; NFT market capitulation and poor creator and artist reputation leave it at a bottom with little visible upside path.
Zcash privacy revival has legs.
Zcash was a major 2025 surprise due to the privacy narrative, shielded address growth, and advocates like Mert and Naval, with possible trickle-down privacy economics in 2026.
Circle is pure-play stablecoin bet.
Circle's IPO was a massive surprise; the stablecoin narrative took hold, and Circle was seen as the only public pure-play way to bet on stablecoins winning finance.
Ethereum recovered on EF pivot.
Ethereum had a surprising recovery after Vitalik's EF leadership shake-up; the new direction restored optimism and momentum.
DATs amplify crypto volatility both ways.
Digital asset treasury (DAT) structures were the highest-impact mechanism of 2025, amplifying spot volatility both ways and reinventing crypto market dynamics, though they are toxic and value-destructive in some ways.
Federal preemption boosts prediction markets.
Federal preemption is enabling prediction markets like Kalshi and Polymarket to operate in all 50 states, driving growth, though court challenges remain.
Galaxy is now AI infrastructure.
Galaxy Digital pivoted to AI infrastructure; its Helios data center contracted over $1B annual recurring revenue over 15 years with CoreWeave and now represents the lion's share of enterprise value.
Tom
DeFi maven and master of memes
34:28
ETH is stablecoin layer.
Ethereum's best pivot was Tom Lee rebranding ETH as the stablecoin layer and future of finance, overcoming the EF's long reluctance to embrace DeFi and stablecoins.
CoreWeave pivoted from ETH to AI.
CoreWeave successfully pivoted from Ethereum GPU mining to AI data centers and is now a $40B company, a historic crypto-to-AI value-creating pivot.
Lighter's long pivot succeeded.
Lighter had a successful long-term pivot from Lunch Club to a crypto perpetual DEX, with product traction and a TGE.
AI agent tokens flopped.
AI agent tokens were the biggest flop; speculative mania died, tokens underdelivered, and sentiment shifted from excitement to annoyance.
Tom
DeFi maven and master of memes
41:43
Berachain token down 90%.
Berachain was a major flop; it was hyped as a top new chain a year ago, but its token is down about 90% and it has lost mindshare.
Bitcoin underperformed in its year.
Bitcoin was a relative flop in 2025, down 6% while gold and equities rallied, a soft year when it should have been Bitcoin's year.
Near's intents drove comeback.
Near had a comeback via intents, re-entering the zeitgeist and enabling cross-chain purchases like Zcash through MPC.
Maple Finance TVL comeback.
Maple Finance had a real comeback in TVL and usage despite past hacks and counterparty issues.
Bitcoin hits $150K in 2026.
Bitcoin will reach $150K by year-end 2026.
Bitcoin and metals hit all-time highs.
Bitcoin and metals will both hit all-time highs in 2026.
Crypto has bullish institutional tailwinds.
Institutions, developers, government, and legislators are tailwinds; 2026 will be a bullish environment for the whole crypto ecosystem, even if retail may not return.
Crypto reset sets up great 2026.
Prices have reset to a clean slate and 2026 will be a great year for crypto.
This Unchained (Chopping Block) video, published January 08, 2026,
features Robert, Tom, Haseeb, Tarun
discussing Crypto equities, ALTCOINS, PREDICTION MARKETS, BITMINE, Perpetual DEXs, WEB3, NFTS, ZEC, CRCL, ETH, Digital asset treasury (DAT) companies, GLXY, CoreWeave, LIT, AI agent tokens, BERA, BTC, NEAR, MPL, XME, Crypto (Broad Market).
25 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Robert,
Tom,
Haseeb,
Tarun
· Tickers:
Crypto equities,
ALTCOINS,
PREDICTION MARKETS,
BITMINE,
Perpetual DEXs,
WEB3,
NFTS,
ZEC,
CRCL,
ETH,
Digital asset treasury (DAT) companies,
GLXY,
CoreWeave,
LIT,
AI agent tokens,
BERA,
BTC,
NEAR,
MPL,
XME,
Crypto (Broad Market)
