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Is crypto no longer moving in predictable four-year waves?

From the rise of DATs and stablecoin-specific chains, to Hyperliquid challenging Binance itself, the industry is fracturing into segments with  winners and losers.

In this episode, Hack VC’s Peter Hans and DBA’s Jon Charbonneau debate whether Solana is next in line for a TradFi pump, why ETH suddenly flipped from dead to indispensable, and how onchain exchanges could finally free projects from Binance’s grip.

Thank you to our sponsors!

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Guests:

• • Peter Hans, Partner and Global Head of Business Development at Hack VC
  • Jon Charbonneau, co-founder and general partner of DBA

Links:

• • Rob Hadick’s tweet on the DAT trend
  • Vinny Lingham’s tweet on the locked SOL in DATs
  • Unchained:
    • Hyperliquid Surpasses Robinhood in Trading Volume for Three Months Straight
    • Circle to Launch Layer 1 Blockchain ‘Arc’
    • Stripe Is Building Its Own Layer 1 Blockchain