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Bitcoin is hitting new all-time highs—but is this real euphoria, or just a prelude to it? In this double-header episode, we bring you a Bits + Bips roundtable and an in-depth interview on the five companies best positioned to bring crypto onchain.

First, the Bits + Bips crew, Lumida’s Ram Ahluwalia, FalconX’s Joshua Lim, and NYU professor Austin Campbell, break down what’s really driving this crypto rally. Is it dollar debasement, asset revaluation, or just pure animal spirits?

They debate how close we are to a true blow-off top, how to spot a real market peak, and what shocks could shelve bitcoin in an instant. Plus, their takes on Zcash, Japan, Coinbase’s banking ambitions, and more.

Then, Unchained’s Steven Ehrlich sits down with Ryan Yi, author of the Onchain 5 series, to discuss the five companies that are leading crypto’s push into real-world adoption.

From Coinbase’s Base app and token plans, to Robinhood’s play for tokenized assets, Stripe’s all-in crypto tech stack, Telegram’s TON-powered mini-app ecosystem, and Binance’s BNB-based loyalty empire, this is the playbook for what going onchain really looks like.

Thank you to our sponsor, Aptos!

Hosts:

Guests:

    • Joshua Lim, Co-Head of Markets at FalconX
    • Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting
    • Ryan Yi, Ex Coinbase, Coinbase Ventures, and CoinFund

Links:

    • The Onchain 5: