Description
From token oversupply to M&A and institutional rails, the crew asks what has to break before crypto can really recover.
🔥 EPISODE LINK 🔥
CHECK OUT THE EPISODE LINKS AND DETAILS HERE
👉 https://unchainedcrypto.com/bits-bips/bits-bips-will-crypto-rise-on-liquidity-or-will-2026-see-another-washout/ 👈
Thank you to our sponsor, Mantle. Sign up for their hackathon here!
➡️ https://www.hackquest.io/vi/hackathons/Mantle-Global-Hackathon-2025
After a “weird” year in the markets, hosts Ram Ahluwalia and Christopher Perkins are joined by Ava Labs’ President John Wu for a candid debate about where crypto really is in the cycle—and what needs to happen next.
The panel wrestles with a question many investors are quietly asking: has the market washed out enough to set up the next move, or is something still missing? They explore why momentum has faded, what signs would suggest it’s coming back, and why 2026 keeps coming up in long-term conversations—even as near-term enthusiasm remains divided.
Plus, why TGEs are “dying” and, with the rise of super apps, does Coinbase has an edge on Web2 players like Robinhood?
Hosts:
⭐️ Ram Ahluwalia, CFA, CEO and Founder of Lumida
⭐️ Christopher Perkins, Managing Partner and President of CoinFund
Guest:
⭐️ John Wu, President of Ava Labs
Timestamps:
🎬 0:00 Intro
📉 1:18 What made this a truly “weird year” for markets
🗓️ 6:34 Why 2026 may be a breakout year and why not all tokens may survive
🌊 8:05 Whether a big washout is ahead and what actually brings momentum back
🔁 13:08 How the four-year cycle, midterms, and new cohorts keep reshaping crypto demand
🏦 20:10 The fight over institutional settlement layers and Canton’s rise
🧩 24:15 Why tokens exist at all and where real value capture is getting lost
⚖️ 30:05 How investors should think about the constant tug-of-war between equity and tokens
📊 40:58 Why Chris feels constructive on markets while Ram sees something missing
💵 43:52 Why stablecoins are quietly becoming the “new net interest income”
📱 44:47 How super apps are changing the game and why Coinbase may have an edge over Robinhood
🧟 53:12 Why token generation events are fading
_______________________________________________________
#bitcoin #ethereum #crypto #cryptocurrencies
++++++++++++++++++++++++++++++++++++++++++++++++
Subscribe to our channel!
CHECK OUT THE CRYPTOPIANS → https://www.youtube.com/watch?v=DFzunCFXrv4 WEBSITE → https://unchainedcrypto.com
UNCHAINED DAILY NEWSLETTER → https://unchainedcrypto.beehiiv.com/subscribe/ LAURA'S TWITTER → https://x.com/laurashin
UNCHAINED TWITTER → https://x.com/unchained_pod
FACEBOOK → https://www.facebook.com/unchainedwithlaurashin
INSTAGRAM → https://www.instagram.com/laurashin/?hl=en
LINKEDIN → https://www.linkedin.com/in/laurashin/
MERCHANDISE → https://unchainedpodcast.company.site/
++++++++++++++++++++++++++++++++++++++++++++++++
NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY!
ALONG WITH BITS & BIPS AND THE CHOPPING BLOCK
Apple → https://podcasts.apple.com/us/podcast/id1123922160?ls=1
Spotify → https://open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w
RSS Feed → https://feeds.megaphone.fm/LSHML4761942757
YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!