Two VCs on Why the 4-Year Cycle Is Dead, DATs & Hyperliquid vs. Binance - Ep. 892
Unchained
Laura Shin
4.6 • 1.3K Ratings
🗓️ 27 August 2025
⏱️ 68 minutes
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| 0:00.0 | I don't think there's a lot of edge to be had in predicting when this kind of like dat mania or whatever we want to call it will like start to lose steam. Because most of it is inherently rooted on just like strictly irrational behavior of people, you know, having this conception of I could put you know a dollar in a box and like it will be worth, you know, $1.20. And then like I'm just going to keep doing that. And then like eventually it's going to be worth 90 cents at some. |
| 0:21.6 | People like to put things in boxes and it makes them, you know, comfortable. But in reality, like, that's not the way any financial market works. There's like very clearly different segments that act like very, very differently, which is why you've seen for the past like two years in a row, Bitcoin just keeps going to all-time highs. |
| 0:38.3 | And like most of crypto Twitter is like depressed most of the time because like they don't own the Bitcoin. |
| 0:43.3 | Hi everyone, welcome to Unchained, your no-hype resource for all things crypto. |
| 0:51.3 | I'm your host, Laura Shin. |
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