EPISODE · May 18, 2026 · 14 MIN
🎙️ Big Dot Energy: Corporate Conviction Versus Geopolitical Risk
from Haia Talks (English)
In our May 18th institutional briefing, we unpack the stark divergence between record corporate treasury accumulation and sharp macroeconomic headwinds. Michael Saylor's MicroStrategy executes a monumental $2 billion Bitcoin purchase, absorbing over 4% of the circulating supply, even as escalating geopolitical rhetoric and Iran-linked anxieties drive a massive $1 billion exodus from global crypto E-TPs.We break down the structural re-wiring of global finance, including Standard Chartered's staggering $4 trillion RWA projection by 2028 and the joint tokenization initiatives spearheaded by the Bank of England and Japan's SBI-Rakuten alliance. We explore the rise of the machine economy with AEON's AI agent settlement layer, analyze the regulatory shockwaves of Circle's Clarity Act victory, and dive into the high-leverage world of pre-IPO perpetuals ahead of the SpaceX listing. Plus, the $11.6 million Verus-Ethereum bridge exploit, Bitcoin Depot's Chapter 11 filing, and the emergence of the adversarial, Bitcoin-settled "Hormuz Safe" platform.#HaiaTalks #Bitcoin #MicroStrategy #MichaelSaylor #Tokenization #RWAs #StandardChartered #AIAgents #AEON #CryptoOutflows #SpaceX #Circle #Stablecoins #MacroFinance🔗 More at https://haia.finance🎧 Follow for Daily Deep DivesThis episode was generated by AI.Send us Fan Mail
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In our May 18th institutional briefing, we unpack the stark divergence between record corporate treasury accumulation and sharp macroeconomic headwinds. Michael Saylor's MicroStrategy executes a monumental $2 billion Bitcoin purchase, absorbing over 4% of the circulating supply, even as escalating geopolitical rhetoric and Iran-linked anxieties drive a massive $1 billion exodus from global crypto E-TPs. We break down the structural re-wiring of global finance, including Standard Chartered's s...
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🎙️ Big Dot Energy: Corporate Conviction Versus Geopolitical Risk
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