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In this Unchained podcast episode, guests Alex Thorn and Ryan Graham share their 2026 outlook for Bitcoin and the broader crypto market, exploring why the year looks unusually uncertain.

The conversation also digs into questions around Ethereum’s long-term value, whether killer apps are enough to drive adoption, prediction markets’ push into sports betting, and why the privacy meta could continue in 2026.

Hosts:

Laura Shin

Guests:

Ryan Graham, Research Analyst at Messari

Alex Thorn, Head of Firmwide Research at Galaxy Digital

Links:

DAT Stocks Are on Sale. Are They a Buy? Plus, Why Crypto Is Dead

Ethereum’s Vitalik Buterin Says Blockchain Trilemma ‘Has Been Solved’

Solana Withstands Week-Long DDoS Attack

Solana Mulls Proposal to Lower Inflation Rate

Western Union Files ‘WUUSD’ Trademark After Solana Stablecoin Reveal

Why the Privacy Coins Mania Is Much More Than Price Action

The Chopping Block: Hyperliquid vs. Tarun, ADL Transparency & The Coming Perps Arms Race

How to Trade Prediction Markets Without an Opinion on the Event

Why Wall Street Banks Need to Launch Their Own Stablecoins

How the GENIUS Act Creates a Built-In Advantage for Banks and Deposit Tokens

Klarna Launches Stablecoin Built on Stripe’s Tempo Chain

How the x402 Standard Is Enabling AI Agents to Pay Each Other

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