The Chopping Block: Quantum FUD, Circle vs. Tether & WLFI Drama
Unchained
Laura Shin
4.6 • 1.3K Ratings
🗓️ 19 April 2026
⏱️ 80 minutes
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| 0:00.0 | I think the reality is that crypto is extremely momentum driven. |
| 0:03.0 | When momentum turns negative, nobody wants to say, I'm selling because it's going down. That's a stupid, it sounds stupid to say that. So instead, you come up with the smartest possible thing you can say of why you're selling, which is quantum. Not a dividend. It's a tale of two quons. Now, your losses are on someone else's balance. Generally speaking, air drops are kind of pointless anyways. I named trading firms who are very involved. |
| 0:24.5 | I like that. Your losses are on someone else's balance. Generally speaking, air drops are kind of pointless anyways. Unnamed trading firms who are very involved. D5.8 is the ultimate problem. DFI protocols are the antidote to this problem. Hello, everybody. Welcome the chopping block. Every couple weeks, the four of us get together and give the industry insight of its respective on the crux of topics of the day. So quick intro, this is first you got Tom, the Defy Maven and Master of Memes. Hello, everyone. Next, you got Tarun, the Gigabrain, and Grand Puba at Gauntlet. Yo. Joining us today, we've got special guest, Josh Lim, mastermind of markets at Falcon X. How to be here? |
| 0:57.5 | And I am the C of the head hype man at Dragonfly. |
| 1:00.8 | We are early-stage investors in crypto, but I want to caveat that nothing we say here is investment advice, legal advice, or even life advice. |
| 1:03.1 | Please see Chopin Block.X, Z for more disclosures. |
| 1:06.0 | So Josh, we brought you on because we often talk about markets on the show, but we have |
| 1:10.3 | no idea what we're talking about. |
| 1:11.7 | And you do know what you're talking about. You work at Falcon X. You see everything happening, |
| 1:17.2 | especially on the institutional flows that are coming back and forth across your guys' desks. |
| 1:22.0 | And you recently published a thread. So Crypto is starting to get a little bit of breath of fresh air |
| 1:26.9 | after a long and kind of |
| 1:28.4 | dark quarter that we've had over Q1. But you recently published a thread about Q-Day. |
| 1:34.8 | Now Q-Day, I don't think we've used the term on the show before, but Q-Day stands for basically |
| 1:37.9 | Quantum Day. Sounds celebratory, but it's really a very sad day because it's the day that |
| 1:42.2 | a quantum computer can break public key |
| 1:44.8 | cryptography. So people are very afraid of QDA. We're repairing for QDA. It's a little bit like Y2K. |
| 1:50.1 | It's like that's the day when shit goes bad. So you wrote a thread about what to look for |
| 1:57.0 | in markets that are going to be signals that QDA is coming. So obviously there's a lot of |
| 2:01.8 | technologists who are looking at, okay, you know, how many cubits does it take to crack an egg |
| 2:06.4 | or fry an omelet? But the question that you're asking is, when is the market going to tell |
| 2:11.7 | us this, not the scientists, about when QDA is coming? Because, of course, markets often give |
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