Coinbase Earnings, Bitcoin vs Tech, and Crypto’s Quantum Threat
Live panels and interviews covering expectations for Coinbase earnings and Gemini’s pivot, whether Bitcoin is trading in lockstep with tech, and a technical deep dive into quantum-computing risks for crypto. Actionable implications for exchange-facing names, miners, and macro exposure.
Linked assets
Key tickers discussed: ET (exchange- and ETF-led exposures), and miners CLSK and WULF. Conversation touches on miners like CORZ and broader effects on Circle and other infrastructure players.
Exchange- and ETF-related exposures facing near-term pressure from earnings and macro-driven Bitcoin correlation.
Coinbase Earnings, Bitcoin vs Tech, and Crypto’s Quantum Threat Three back-to-back conversations on markets and crypto infrastructure. At 12pm ET, Steve Ehrlich speaks with John Todaro about expectations for Coinbase earnings, Gemini’s strategic pivot, whether Bitcoin is being caught in the “anything but tech” trade, and whether miners like CLSK, WULF, and CORZ deserve a re-rating. They’ll also touch on how CLARITY could affect Circle. At 12:45pm ET, Steve sits down with Zach Pandl of Grayscale to discuss his chart showing Bitcoin trading in lockstep with tech stocks and what that means for macro positioning. At 1pm ET, Laura Shin hosts Ethereum Foundation researcher Justin Drake and University of Michigan professor Chris Peikert for a deep dive into the quantum computing threat to crypto, whether Bitcoin developers are underestimating the risk, and how AI could pose parallel dangers. #BitsAndBips #Unchained #Bitcoin #Ethereum #Coinbase On this episode of Uneasy Money, hosts Kain Warwick, Taylor Monahan and Luca Netz break down who controls the rails, how incentives are shifting, and where the real power sits as institutions, sequencers, and AI agents move onchain. #DeFi #Ethereum #TokenizedAssets #CryptoGovernance #BitsAndBips #CryptoMacro #Bitcoin #Gold #Fed
Clearing/mining hardware and operations — potential re-rating candidates if miner economics or coin correlations change.
Coinbase Earnings, Bitcoin vs Tech, and Crypto’s Quantum Threat Three back-to-back conversations on markets and crypto infrastructure. At 12pm ET, Steve Ehrlich speaks with John Todaro about expectations for Coinbase earnings, Gemini’s strategic pivot, whether Bitcoin is being caught in the “anything but tech” trade, and whether miners like CLSK, WULF, and CORZ deserve a re-rating. They’ll also touch on how CLARITY could affect Circle. At 12:45pm ET, Steve sits down with Zach Pandl of Grayscale to discuss his chart showing Bitcoin trading in lockstep with tech stocks and what that means for macro positioning. At 1pm ET, Laura Shin hosts Ethereum Foundation researcher Justin Drake and University of Michigan professor Chris Peikert for a deep dive into the quantum computing threat to crypto, whether Bitcoin developers are underestimating the risk, and how AI could pose parallel dangers. #BitsAndBips #Unchained #Bitcoin #Ethereum #Coinbase On this episode of Uneasy Money, hosts Kain Warwick, Taylor Monahan and Luca Netz break down who controls the rails, how incentives are shifting, and where the real power sits as institutions, sequencers, and AI agents move onchain. #DeFi #Ethereum #TokenizedAssets #CryptoGovernance #BitsAndBips #CryptoMacro #Bitcoin #Gold #Fed
Bitcoin miners and their sensitivity to macro and tech-led flows — watch for correlation-driven re-ratings and infrastructure risk discussions.
Coinbase Earnings, Bitcoin vs Tech, and Crypto’s Quantum Threat Three back-to-back conversations on markets and crypto infrastructure. At 12pm ET, Steve Ehrlich speaks with John Todaro about expectations for Coinbase earnings, Gemini’s strategic pivot, whether Bitcoin is being caught in the “anything but tech” trade, and whether miners like CLSK, WULF, and CORZ deserve a re-rating. They’ll also touch on how CLARITY could affect Circle. At 12:45pm ET, Steve sits down with Zach Pandl of Grayscale to discuss his chart showing Bitcoin trading in lockstep with tech stocks and what that means for macro positioning. At 1pm ET, Laura Shin hosts Ethereum Foundation researcher Justin Drake and University of Michigan professor Chris Peikert for a deep dive into the quantum computing threat to crypto, whether Bitcoin developers are underestimating the risk, and how AI could pose parallel dangers. #BitsAndBips #Unchained #Bitcoin #Ethereum #Coinbase On this episode of Uneasy Money, hosts Kain Warwick, Taylor Monahan and Luca Netz break down who controls the rails, how incentives are shifting, and where the real power sits as institutions, sequencers, and AI agents move onchain. #DeFi #Ethereum #TokenizedAssets #CryptoGovernance #BitsAndBips #CryptoMacro #Bitcoin #Gold #Fed
Source proof
Source proof: Strong source proof | 3 extracted claims | 3 directional assets | 1 supporting author | 2 successful tracked legs | headline-like title review
Three back-to-back segments: 12:00pm ET Steve Ehrlich with John Todaro on Coinbase earnings, Gemini’s strategy, and miner re-ratings; 12:45pm ET Steve Ehrlich with Zach Pandl of Grayscale on Bitcoin’s correlation with tech stocks; 1:00pm ET Laura Shin with Justin Drake and Chris Peikert on quantum-computing threats to crypto.
Three back-to-back conversations on markets and crypto infrastructure. At 12pm ET, Steve Ehrlich speaks with John Todaro about expectations for Coinbase earnings, Gemini’s strategic pivot, whether Bitcoin is being caught in the “anything but tech” trade, and whether miners like CLSK, WULF, and CORZ deserve a re-rating. They’ll also touch on how CLARITY could affect Circle. At 12:45pm ET, Steve sits down with Zach Pandl of Grayscale to discuss his chart showing Bitcoin trading in lockstep with tech stocks and what that means for macro positioning. At 1pm ET, Laura Shin hosts Ethereum Foundation researcher Justin Drake and University of Michigan professor Chris Peikert for a deep dive into the quantum computing threat to crypto, whether Bitcoin developers are underestimating the risk, and how AI could pose parallel dangers. #BitsAndBips #Unchained #Bitcoin #Ethereum #Coinbase On this episode of Uneasy Money, hosts Kain Warwick, Taylor Monahan and Luca Netz break down who controls the rails, how incentives are shifting, and where the real power sits as institutions, sequencers, and AI agents move onchain. #DeFi #Ethereum #TokenizedAssets #CryptoGovernance #BitsAndBips #CryptoMacro #Bi
Supporting authors
Episodes and panels include Steve Ehrlich, John Todaro, Zach Pandl (Grayscale), Laura Shin, Justin Drake (Ethereum Foundation researcher), and Chris Peikert (University of Michigan). Additional commentary from hosts Kain Warwick, Taylor Monahan, and Luca Netz in the Uneasy Money segment.
Unlock full thesis monitoring
Listen to the full conversations for nuanced takes on earnings expectations, macro positioning tied to Bitcoin–tech covariance, miner valuation catalysts, and technical risk scenarios from quantum computing. Use these insights to reassess exchange- and miner-related positions.