EPISODE · Apr 16, 2026 · 53 MIN
CZ Speaks: Bitcoin's Future, Jail & SBF — Plus S&P 7,000 & the Iran Trade
from Risk and Return with Charlie Gasparino and Bob Sloan · host S3 Partners
Binance founder CZ (Changpeng Zhao) joins Charlie and Bob for one of the most candid conversations in crypto. He covers the real story of Sam Bankman-Fried's desperate and erratic plea for billions, what four months in federal prison actually did for him, why Michael Saylor is a genius he can't fully explain, and why Satoshi Nakamoto should probably never reveal himself. He also breaks down his new book "Freedom of Money" — and why blockchain isn't about speculation, it's about the next great leap in human freedom.Then: Bob runs through S3's latest short interest data — bearish setups in Abbott Labs and Truist ahead of earnings, a brewing Avis short squeeze with active longs surging from $2.9B to $11B, and shipping stocks sitting at Z-scores nearly three times their historical averages. Charlie and Bob close with a look at headlines and discuss S&P 7,000, Brent crude at $94, the Michigan consumer sentiment collapse, and the Strait of Hormuz. And they take a moment to remember emerging markets legend Mark Mobius, who passed away recently at 89.00:00:11 — Intro & Welcome00:00:51 — Meet CZ: Binance Founder, Author of "Freedom of Money"00:01:55 — From Bloomberg to Bitcoin: CZ's Origin Story00:03:22 — Tokenization, Larry Fink & the Future of Global Markets00:11:32 — CZ's 3–5 Year Crypto Roadmap: Stablecoins, RWA & Lending00:13:10 — The Core Idea Behind "Freedom of Money"00:15:27 — Selling His Apartment to Go All In on Bitcoin (2013)00:18:28 — The SBF Story: A Dodgy Call & Shifting Billions00:21:18 — MicroStrategy, Saylor & the Digital Asset Treasury Model00:23:32 — Quantum Computing: Real Threat or Marketing Hype?00:25:28 — Who Is Satoshi Nakamoto? CZ Weighs In00:27:51 — Four Months in Prison: What CZ Learned00:30:32 — Will CZ Return to Binance?00:32:21 — Charlie & Bob React to CZ00:38:43 — S3 Data: Abbott Labs, Truist & the Avis Short Squeeze00:41:48 — Russell 1000: Shorts, Passive Money & the $38T Buffer00:42:52 — Shipping Stocks at Record Short Interest Z-Scores00:44:50 — Headlines: S&P 7,000, Brent at $94 & the Iran Blockade00:46:22 — Michigan Sentiment at Historic Low — Media Doom vs. Reality00:51:34 — RIP Mark Mobius & Sign-OffFor more information about S3 data visit S3Partners.com
What this episode covers
Binance founder CZ (Changpeng Zhao) joins Charlie and Bob for one of the most candid conversations in crypto. He covers the real story of Sam Bankman-Fried's desperate and erratic plea for billions, what four months in federal prison actually did for him, why Michael Saylor is a genius he can't fully explain, and why Satoshi Nakamoto should probably never reveal himself. He also breaks down his new book "Freedom of Money" — and why blockchain isn't about speculation, it's about the next great leap in human freedom.Then: Bob runs through S3's latest short interest data — bearish setups in Abbott Labs and Truist ahead of earnings, a brewing Avis short squeeze with active longs surging from $2.9B to $11B, and shipping stocks sitting at Z-scores nearly three times their historical averages. Charlie and Bob close with a look at headlines and discuss S&P 7,000, Brent crude at $94, the Michigan consumer sentiment collapse, and the Strait of Hormuz. And they take a moment to remember emerging markets legend Mark Mobius, who passed away recently at 89.00:00:11 — Intro & Welcome00:00:51 — Meet CZ: Binance Founder, Author of "Freedom of Money"00:01:55 — From Bloomberg to Bitcoin: CZ's Origin Story00:03:22 — Tokenization, Larry Fink & the Future of Global Markets00:11:32 — CZ's 3–5 Year Crypto Roadmap: Stablecoins, RWA & Lending00:13:10 — The Core Idea Behind "Freedom of Money"00:15:27 — Selling His Apartment to Go All In on Bitcoin (2013)00:18:28 — The SBF Story: A Dodgy Call & Shifting Billions00:21:18 — MicroStrategy, Saylor & the Digital Asset Treasury Model00:23:32 — Quantum Computing: Real Threat or Marketing Hype?00:25:28 — Who Is Satoshi Nakamoto? CZ Weighs In00:27:51 — Four Months in Prison: What CZ Learned00:30:32 — Will CZ Return to Binance?00:32:21 — Charlie & Bob React to CZ00:38:43 — S3 Data: Abbott Labs, Truist & the Avis Short Squeeze00:41:48 — Russell 1000: Shorts, Passive Money & the $38T Buffer00:42:52 — Shipping Stocks at Record Short Interest Z-Scores00:44:50 — Headlines: S&P 7,000, Brent at $94 & the Iran Blockade00:46:22 — Michigan Sentiment at Historic Low — Media Doom vs. Reality00:51:34 — RIP Mark Mobius & Sign-OffFor more information about S3 data visit S3Partners.com
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CZ Speaks: Bitcoin's Future, Jail & SBF — Plus S&P 7,000 & the Iran Trade
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