How Aave Labs and the DAO Should Split Ownership of the Brand - Uneasy Money
Thank you to our sponsors, Multichain Advisors and Mantle!
Aave DAO on Christmas Day lost the vote to take control of Aave brand assets, but the fight is likely not over.
In this Uneasy Money episode Aave Chan Initiative (ACI) founder Marc Zeller takes hosts Kain Warwick and Taylor Monahan inside the fight over one of DeFi's biggest names, teasing a “phase two” of the fight.
Plus, why is Infinex's ICO getting so much flak and are claims of insider trading on Polymarket misguided?
Hosts:
Kain Warwick
Taylor Monahan
Guests:
Marc Zeller, Founder of the Aave Chan Initiative (ACI)
Links:
Uneasy Money: Why Token Holders Have No Rights & Why Every DAO ‘Has Failed’
Aave Labs Proposes Off-Protocol Revenue Sharing With Token Holders
Aave’s Rushed Governance Vote Draws Backlash
Infinex Changes INX Token Sale Terms After Low Demand
MegaETH Just Had Its Public Sale. Can It Succeed in Building a Web2-Like Experience?
Polymarket Introduces Taker Fees in 15-Minute Markets
Polymarket Resolves Issues After Polygon Network Disruption
How to Trade Prediction Markets Without an Opinion on the Event
Ethereum’s Vitalik Buterin Says Blockchain Trilemma ‘Has Been Solved’
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2025 Will Be a Year of Crypto Competition. Can Ethereum Make a Comeback? - Ep. 760
Ethereum, once the undisputed leader in the smart contract ecosystem, is facing intense competition from Solana, which has outpaced Ethereum on key metrics such as developer growth. Meanwhile, debates rage within Ethereum’s community over governance, scalability, and the Ethereum Foundation’s leadership.
Adding to the disruption, AI agents are rapidly reshaping DeFi and token launches, reducing barriers to entry and creating new opportunities—and risks—for founders and investors. Is this the next big leap for crypto or just the latest bubble?
In this episode, Marc Zeller of Aave Chan Initiative and Kain Warwick of Infinex discuss Ethereum’s future, the role of AI in DeFi, and whether Solana’s momentum will continue. They also share bold predictions for crypto in 2025 and debate whether Ethereum’s fragmented ecosystem can still deliver on its promise.
Show highlights:
03:35 Why 2024 became a turning point for the crypto ecosystem
07:02 How AI agents could reshape onchain innovation and public discourse in 2025
14:47 Whether AI agents might soon compete with VCs
22:10 Why fundamentals-driven crypto projects will gradually dominate the market, according to Marc
26:05 Whether Solana will continue to steal Ethereum’s thunder
37:56 Is Base cannibalistic to Ethereum? Can Base or Ethereum compete with Solana?
42:53 Where the ETH ecosystem is headed and whether it can overcome issues of fragmentation, lack or interoperability, so many L2 tokens detracting from the ETH price
52:30 Whether Coinbase's deep commitment to Ethereum is causing it to discriminate against Solana
1:00:10 How Ethereum's reputation rises and falls with its price action, not its fundamentals, per Kain
1:08:43 What the purpose is of the Ethereum Foundation and whether it should change its approach
1:24:57 Why Kain doesn’t think the native rollups proposal is tenable
1:31:12 Whether Ethena is depressing the price of ETH
1:34:00 What Kain and Marc think about crypto-specific phones, especially the Solana Seeker
1:42:07 Kain’s and Marc’s predictions for 2025
Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com
Thank you to our sponsors!
Stellar Build Better
Robinhood & Arbitrum
Kelp DAO
Polkadot
Guests:
Marc Zeller, founder of Aave Chan Initiative
Kain Warwick, founder of Infinex
Links
Unchained: Why Robinhood CEO Vlad Tenev Is Betting Big on Crypto and Stablecoins
Unchained: 2024 Was Solana's Best Year Yet. Can It Sustain the Momentum in 2025?
Unchained: What's the Best Way for Ethereum to Grow? Two Ethereans Debate
The Block: Long-running Ethereum newsletter shutting down, cites lack of funding
Unchained: How Solana Beat Out Ethereum to Nab New Crypto Developers in 2024
Evan Van Ness’ tweet on the newsletter shutdown
EF’s Josh Stark’s reply to Van Ness
Unchained: Vitalik Has Gone 'Founder Mode.' Is This Just What Ethereum Needs?
Marc’s proposal about the EF
0xMawuko’s tweet on ETH governance
Unchained: Are Layer 2s Failing Ethereum? A New Proposal Advocates for Native L2s
Ben Lilly’s tweet on Ethena possibly suppressing the price of ETH
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