The Wolf Of All Streets

Bitcoin is back above $63K despite Michael Saylor selling 3,588 BTC ($216M), weak equity markets, and record ETF outflows. We discuss whether Bitcoin is showing genuine relative strength, if Strategy's selling has finally been priced in, and why the recovery in STRC could restart Strategy's Bitcoin buying engine just as the macro backdrop begins to improve. We also cover the $7 trillion AI debt building behind the AI boom, why Chinese AI models are putting pressure on OpenAI and Anthropic, the sharp selloff in South Korean semiconductor stocks despite record Samsung earnings, and President Trump's latest comments suggesting Bitcoin could eventually be added to Trump Accounts. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Dave and the panel analyze MicroStrategy’s surprise Bitcoin sale and how it dismantled forced-seller and sole-buyer narratives, with the market showing resilience from the lows. Joined by Gary, Lou, Michael, and Jamie, they critique altcoin treasury companies holding hundreds of thousands of BTC but lacking viable models or revenue to token holders, creating zombie projects and exhausted leadership without catalysts. Contrasting this with Bitcoin’s hard money thesis amid fiat expansion, they examine Ethereum and Solana’s user growth versus challenges delivering value to holders, similar to utility protocols. The discussion covers on-chain spam from inscriptions, governance debates on filtering, misaligned miner and holder incentives, quantum concerns, and the need for greater professionalism to overcome immaturity and attract institutional capital. They conclude Bitcoin remains underpriced with strong long-term prospects as digital gold. Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's Macro Monday, we break down why Bitcoin may be entering the final stages of its correction. Spot Bitcoin ETFs have started seeing inflows again after record outflows, miner stress has reached historically rare capitulation levels, and the market continues to absorb selling from Strategy without breaking key support. We also discuss why the macro backdrop may finally be shifting in Bitcoin's favor. Hedge funds just recorded their biggest tech selloff since 2016, expectations for Fed rate cuts are rising after weak jobs data, gold is rallying despite ETF outflows, and investors are beginning to ask whether capital is rotating out of AI and back into store-of-value assets like Bitcoin and gold. Learn more about your ad choices. Visit megaphone.fm/adchoices

Matthew Sigel from VanEck breaks down exactly how his Node fund has outperformed Bitcoin by 100 percentage points since launch, why he's been overweight miners pivoting to AI and underweight exchanges and altcoins, and why he believes Bitcoin will be materially higher a year from now. He explains why the OpenUSD consortium of 140 companies threatening Circle and Tether will likely struggle because consortiums historically fail without a clear business driver, reveals that Bitcoin's hash rate is in its longest decline ever without making a new high as listed miners exit for AI data centers, argues that alt season already happened in crypto equities rather than tokens, shares why he respects the four-year cycle and tells clients to have their full position by October, and makes the case that strategy DATs should carry a living will that forces an unwind if they trade below MNAV for too long. Learn more about your ad choices. Visit megaphone.fm/adchoices

Their research helped the SEC approve the Bitcoin ETFs. Their dashboards helped expose the FTX collapse before anyone else knew what was happening. In this interview, Adrian Fritz and Eli Ndinga from 21Shares break down why institutional allocation to crypto is still practically zero despite all the headlines, how they decide which products to bring to market before the narrative even exists, and why the old altcoin seasons where everything pumps together are never coming back. They explain how blockchains are about to become invisible infrastructure that your mother uses without knowing it, where the next mini bubbles will form in privacy and AI, and why 99% of crypto assets won't exist in a few years — but the 1% that survive will be the Googles and Facebooks of the next era. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin rebounds after hitting a fresh 21-month low, below its 200-week moving average — but underneath the panic, whales just made THE LARGEST single Bitcoin accumulation spike EVER recorded on chain: 270,000 BTC scooped up at $59K, bigger than the COVID bottom (150K) and the FTX bottom. Cantor Fitzgerald says the bear market is entering its FINAL stretch, projecting a late October bottom based on historical cycles. Metaplanet added 2,823 BTC to push its stack past 43,000. Robinhood just went 24/5 as DTCC's new 24x5 clearing goes live — Wall Street is officially catching up to crypto's 24/7 reality. Meanwhile the biggest stablecoin launch in history just dropped: 140+ giants — BlackRock, Visa, Stripe, Mastercard, Amex, Google, Coinbase, Ripple — launched Open USD (OUSD), a USDC killer that crashed Circle stock 15% overnight. Add June's brutal Marubozu candle (worst month since June 2022), Fed rate HIKE fears from Kevin Warsh, Strategy's $1.25 BILLION sell authorization, and Trump's disclosed $1.4 BILLION in 2025 crypto earnings blowing up Clarity Act ethics negotiations — and we break down whether smart money just called the bottom, or if this is a whale trap before the next leg lower. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, hosts and guests explore the stark contrast between widespread bearish crypto sentiment and their own bullish conviction, noting how prediction markets and AI equities are thriving while crypto feels sidelined. They break down the major stablecoin consortium announcement involving Visa, Mastercard, Stripe, Coinbase, BlackRock and banks, which redirects Treasury yields away from issuers like Circle and triggered sharp stock moves. The discussion covers why a 2022-style leverage implosion is unlikely this cycle due to improved lending models, proof of reserves, and better risk management, alongside MicroStrategy’s dynamics and why it isn’t a near-term forced seller. They also examine traditional finance’s push to adopt stablecoin rails—including potential disruption from X Money—regulatory shifts like the Clarity Act, and why Bitcoin remains undervalued long-term as a digitally native asset amid institutional adoption and cycle patterns. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin just cratered to $57K — a fresh 21-month low, the lowest since September 2024 — as the token sliced through its 200-week moving average, historically a signal of prolonged bear markets. Fed rate HIKE fears from Kevin Warsh and mounting concerns over Strategy's new $1.25 BILLION sell authorization are stripping Bitcoin's biggest structural bid, with June ETF outflows now confirmed at a record $6 BILLION. Meanwhile the biggest stablecoin story ever just dropped: 140+ giants — including BlackRock, Visa, Stripe, Mastercard, Amex, Google, Samsung, Shopify, Coinbase, and Ripple — just launched Open USD (OUSD), a USDC killer with zero mint/redeem fees and reserve earnings shared with partners. Stripe's president declared OUSD "the DEFAULT stablecoin for businesses running on Stripe," and Circle stock (CRCL) crashed 15% overnight. Add Trump's disclosed $1.4 BILLION in 2025 crypto earnings blowing up the Clarity Act ethics fight — and we break down whether Bitcoin's bottom is in, or if this is just the start of something much worse. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin has just 4 weeks of Senate floor time before August recess to pass the Clarity Act — the bill that could unlock billions in sidelined institutional capital — and the political clock just got brutal. Trump is refusing to sign the housing bill (which carries the four-year CBDC ban) unless lawmakers approve a voter-ID bill, threatening the entire legislative track, while JPMorgan officially endorsed the Clarity Act today but loaded it with stablecoin restrictions designed to protect their deposit business. But the bull signals are stacking: DTCC's NSCC just went 24x5 (Wall Street catching up to crypto's 24/7 reality), and Fidelity outlined 5 catalysts that could end the bear market. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this crypto town hall show, Dave, Scott, and Peter Schiff discuss Michael Saylor and Strategy’s new manifesto and market reaction. Topics include Strategy’s long-term Bitcoin appreciation bet with no near-term selling or buying, 25-month reserves via preferreds, share repurchases, dividends, and capped BTC sales. They analyze MSTR outperforming in BTC rallies but lagging in flat markets, STRC as high-yield debt tied to future Bitcoin price, and dismissal of 2022-style forced liquidation waves. Crypto sentiment covers retail exodus and fear versus net platform buys and Solana’s surprising strength and adoption. Ethereum foundation shifts are noted. The core debate examines token economics and valuations: Bitcoin as unmatched digital gold with superior security and global PoW access, versus utility tokens on Ethereum, Solana, Hyperliquid, single-use chains, and compute tokens potentially accruing value through fees, tokenization, or agentic commerce — or remaining narrative-driven distortions like the internet bubble, without real economics flowing to holders per DTCC-style analogies. Regulatory challenges around the Howey test and token pass-through are touched on, alongside a light Dogecoin versus Bitcoin exchange. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin just had its WORST ETF month in history — $4.1 BILLION pulled in June, with BlackRock's IBIT alone accounting for $3 billion — while gold is holding $4,000 even as the US and Iran traded fresh attacks in the Strait of Hormuz. Bitcoin is now down 30% YTD and on track for a second straight quarterly loss, with legendary investor Jeremy Grantham — who called both the dot-com and 2008 crashes — predicting on CNBC that Bitcoin will "dwindle away with a whimper." Meanwhile Peter Schiff just issued a fresh Saylor warning: MSTR can't sell Bitcoin without crashing the market, and even STOPPING buys would crush the price. Brad Garlinghouse called STRC's slide below par a "damning indictment" of Saylor's strategy as Strategy stock hit its lowest level since February 2024. Saylor responded by teasing more buying with his "we're gonna need more charts" post. We break down whether gold has officially won the safe-haven trade — and what Thursday's Jobs Report could mean for Bitcoin's July. Learn more about your ad choices. Visit megaphone.fm/adchoices

Yat Siu of Animoca Brands lays out his provocative thesis that AI agents — not humans — will drive the next crypto bull run, creating hundreds of billions of autonomous wallets transacting on chain through microtransactions that only blockchain can support. He reveals Animoca's new agentic platform HelloMinds.ai, explains why altcoin tokens will become the commodities of the AI economy while L1 chains risk becoming commoditized like telcos, warns that dollar stablecoins are already "colonizing" foreign economies and forcing governments to react, shares how a simple grocery price agent exposed a 75% spread saving $500-700 per month, argues that NFTs are quietly coming back as status symbols that AI agents themselves will purchase for identity, and announces a $10 million fund for builders creating agentic AI on their platform. Learn more about your ad choices. Visit megaphone.fm/adchoices

11 million Bitcoin underwater...capitulation or opportunity? Today's panel explains why the stat is overstated due to custodial ETF and exchange holdings where transfers no longer signal real ownership. They cover record long-term holder conviction, the persistent four-year cycle with possible lower lows into Q3/Q4, and lack of true capitulation without leverage deleveraging. Macro pressures from SpaceX liquidity drains, geopolitics, and inflation are weighed against stablecoins powering dollar dominance, tokenization, and RWAs. The discussion highlights crypto’s bifurcation into Bitcoin as neutral collateral versus infrastructure for AI agents and machine-to-machine payments. Special focus on MicroStrategy’s STRC yields, MNAV debates, dilution risks, cash runway issues, and “investigation” headlines as law firm class-action PR, alongside current bear market frustration and the constructive long-term outlook. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin just hit its lowest level since October 2024 — dipping as low as $58,000 with US spot Bitcoin ETFs seeing RECORD investor flight. The bear catalysts are stacking faster than any point this cycle: Saylor's Strategy just hit a 2-year low (-46% in 30 days), STRC briefly cratered to $74 (designed for $100), the company has only ~10 months of dividend coverage left with $1.2B in annual obligations, and Rosen Law Firm just launched a class action probe — with Saylor responding only that "volatility tests every capital structure." Add Binance LEAVING the EU after failing MiCA (France, Italy, Poland, Spain), the Nasdaq losing $1 TRILLION in 27 minutes today with no headline trigger, BitGo laying off 15% of staff, and the CLARITY Act at real risk of slipping to fall. But the bull signals are quietly stacking: US households are sitting on $3.2 TRILLION in cash (record high), Tom Lee's BitMine just joined the Russell 1000, SBI is acquiring Japan's largest crypto exchange, and Kalshi is targeting a $40 BILLION valuation. We break down whether this October 2024 echo marks the cycle bottom or the next leg lower. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin just set an all-time pain record - 10.83 MILLION BTC are now held at a loss per Glassnode, matching the exact setup that marked cycle bottoms in 2019, 2020, and 2022. But the bull signal lands into Friday's $10 BILLION options expiry where most positions are deeply OTM bullish bets, setting up a brutal squeeze. We break down whether 10.83M coins underwater marks the historic cycle bottom OR a bear trap before $50K, what Friday's $10B expiry actually means, and whether long-term holder conviction is the bull signal nobody's pricing in. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this cloudy Las Vegas morning crypto space, Dave and insiders unpack Ethereum’s Foundation shakeup and the rise of new decentralized teams. They break down the broad market correlation and 20% drops across majors, driven by macro forces and AI draining liquidity. The crew debates DeFi’s yield wins versus broken trading mechanics, the edge of perpetual swaps, exploding prediction markets, Binance’s Europe regulatory mess, MicroStrategy as a Bitcoin yield play, cronyism in finance, and privacy tech like Midnight that protects choice while opening institutional doors. A quick look at recent hacks and summer doldrums rounds out the candid chat. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin is staring down its biggest day of the week: a $10.6 BILLION Deribit options expiry Friday with nearly 80% of positions out-of-the-money, clustered around a $60K put and $80K call — meaning the next 48 hours will decide whether the relief rally extends or collapses. CryptoQuant publicly called on Saylor to STOP buying as Strategy's dividend obligations QUADRUPLED to $1.2B annually. Add the dollar at a 7-month high, Meta secretly building a prediction market called Arena, the CFTC suing Kentucky as the federal-state war hits 9 states, and the CLARITY Act with 4 unresolved sticking points and 5 weeks until Senate recess — and Friday's $10.6B expiry is the single most important catalyst of Q3. We break down what $60K vs $80K means for the rest of the cycle, whether Saylor will actually pause, and which catalyst could break the floor before Friday. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin hit a two-week low at $61,877 (-3.9%) as a brutal AI tech selloff dragged risk assets globally: South Korea's KOSPI crashed 10%, Samsung and SK Hynix each cratered 12%, and SpaceX has now lost $600 BILLION across three trading days. Bloomberg is calling Bitcoin "tied at the hip" to the AI trade — the digital gold thesis is dying. Add Bank of America's bombshell call for THREE rate HIKES in 2026, the Senate passing a CBDC ban through 2030 in an 85-5 vote, and Jamie Dimon warning the bull market is a "little tsunami" — and today's setup is the cleanest macro inflection we've seen all month. We break down whether Bitcoin's new AI correlation is structural, what BofA's hike call means for the cycle, and whether Trump's quantum executive order is a real threat or just optics. Learn more about your ad choices. Visit megaphone.fm/adchoices

Morning markets update covering flat stock performance, crypto gains, gold and silver moves, and crude oil decline on peace developments. Bitcoin discussion on potential new lows, exhausted sellers, and altcoin correlation. Macro segment on inflation data, Jamie Dimon consumer outlook, and Kevin Warsh debt management via higher inflation with gold and Bitcoin as hedges. Reflection on Alan Greenspan's legacy from sound money to fiat policy. Analysis of Strategy's Bitcoin-backed high-yield STRC trading below par, comparisons to Terra Luna and GBTC, fixed income characteristics, and Bitcoin sales normalization. Examination of Bitcoin community tribalism, holder categorization, diversification benefits, and network fundamentals. Coverage of ICE-OKX tokenized markets joint venture and Franklin Templeton dividend reinvestment into Bitcoin ETFs. Bitcoin mining segment on hashpower shift to AI, network difficulty drops, and hardware acquisition opportunities near the 200-week moving average. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin's brutal six-week ETF bleed is finally easing. Santiago Capital's blockbuster 84-page report from Brent Johnson warning that the dollar can't die of weakness — only of STRENGTH, when a sustained DXY spike forces enough sovereign and corporate defaults to compel an alternative system — and today's setup is the cleanest macro inflection point we've seen all cycle. We break down whether the ETF pain peak signals the cycle bottom, what a 2-year yield breakout means for Bitcoin, and why Brent Johnson's "dollar dies of strength" thesis is the most important macro framework you're not hearing about. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carolyn Pham, the former CFTC commissioner now leading MoonPay's institutional push, says crypto has roughly two and a half years to become too big to fail — and the numbers already prove it's happening. Stablecoins did $28 trillion in volume in a single quarter, dwarfing Visa and MasterCard combined. Tokenized repo is hitting $10 trillion every month. In this conversation recorded live at Consensus 2026, Carolyn breaks down what MoonPay Institutional actually means for every bank and asset manager trying to get into crypto without building from scratch, why the narrative that DeFi is incompatible with KYC is a complete fallacy, and how she built America's first digital asset taxonomy at the CFTC that became the foundation for everything the SEC and CFTC are doing now. She explains why this isn't disruption but modernization, how a $100 million acquisition of Israeli defense tech cybersecurity gives MoonPay the wallet infrastructure institutions actually trust, and why a Bitcoin in every brokerage account is the real point of no return. Learn more about your ad choices. Visit megaphone.fm/adchoices

Grant Cardone says he may have found a way to disrupt the $4 trillion real estate industry by combining income-producing real estate with Bitcoin. In this interview recorded live at Consensus 2026, Grant breaks down why the 1965 REIT model is fundamentally broken — companies forced to distribute 90% of their cash with nothing left for capital expenditures — and how his Bitcoin real estate hybrid solves the liquidity problem that's crushing major institutions like Starwood right now. He explains why 80% of his investors have never owned Bitcoin before, how showing them the hybrid model turned them into Bitcoin buyers on their own, and why he believes every major institution will eventually adopt this model. Grant also reveals how he almost lost $12 million in Bitcoin on a plane he sold to Tim Draper, why he thinks Bitcoin should be $150,000 today, and what Michael Saylor said when he saw Grant's first hybrid deal. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this fiery Crypto Town Hall discussion, hosts and guests debate whether MicroStrategy's STRC is truly "digital credit" or high-yield preferred equity riding Bitcoin's wave—sparking retail outrage as it traded sharply below par amid leverage unwinds and DeFi vault concerns. Experts break down the risks of emotional investing, Saylor's bold Bitcoin accumulation strategy, and why forced selling fears are overblown given the company's hoard. The conversation pivots to exciting news from Ledn: support for tokenized Tether Gold (XAUT) alongside expanded stablecoins like USDT and USDC for seamless borrowing, repaying, and trading against Bitcoin. Discover why gold's lower volatility complements Bitcoin as a tried-and-true hard asset, offering potentially better loan terms, and how focusing on real value over hype products leads to smarter portfolio decisions in volatile markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin just flashed one of its most reliable historical buy signals — dipping below its 200-week moving average twice in two weeks, a setup Kraken's Chief Economist Thomas Perfumo says has delivered 113% MEDIAN returns over the following year (and 313% over two years), with median time to break even of just TWO DAYS. The signal has only triggered on roughly 10% of all trading days since 2017. But the bull case lands into a brutal backdrop: Add Franklin Templeton filing BTC-reinvesting dividend ETFs, BlackRock's BITA pitched as "too big to ignore" for income investors, and Illinois passing the most punitive crypto tax in the country — and today's setup is the wildest bull/bear divergence we've seen all cycle. We break down whether Kraken's 113% historical signal will hold against Saylor's structural crisis, what miners going below cost actually means, and whether BTC's two-day median break-even is the bull case nobody's talking about. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin tanked to $64,000 after Kevin Warsh's first FOMC turned full hawkish — the median dot plot now sees a 2026 rate HIKE, October hike odds jumped to 60%, and Bitcoin/Ether ETFs swung back to outflows ($111M combined, with BlackRock's IBIT bleeding $31M). But the on-chain picture is bullish: Bitcoin whales (1,000+ BTC addresses) just reversed months of selling and now control the highest BTC supply since March, absorbing 125,000 BTC in the first half of June. Add Strategy's STRC preferred stock hitting a record low (freezing Saylor's main BTC-buying engine), whale-sized 1,750 BTC put hedges at the $62K strike flashing weekend caution, Bitwise's Matt Hougan still calling for $1 million Bitcoin within 10 years, and the SEC scrapping the trade-through rule (clearing the runway for tokenized stocks) — and today's setup is the most confusing tape of the cycle. We break down whether the whale accumulation signals the bottom is in, what Warsh's hawkish pivot means for 2026, and whether the $62K weekend put hedge is the warning everyone's missing. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, the panel dissects Illinois’ sweeping new tax on digital assets—crypto, stablecoins, prediction markets, and tokenized stocks—that could gut CME Bitcoin futures liquidity, hammer market makers, and spark dormant-commerce-clause lawsuits. They analyze Hyperliquid’s surge, the Spacex perp’s unlock volatility, and how perps trading 3-10x spot volume amplify moves; the Spacex IPO’s capital drain (only 4% float, massive August–December unlocks); altcoin pops like Uniswap and Zcash amid rock-bottom Bitcoin volatility and AI-coin bids; privacy coins versus rising wealth taxes; Fed rate-path risks; tokenized-asset disconnects; SBF’s “VC lottery” luck; casino lobbying against sports prediction markets; and why a quiet, hated-rally summer market may reward smart positioning. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin's relief rally faces its first real test today as Warsh's first FOMC meeting lands — markets are pricing 50-65% odds of at least one 2026 rate HIKE after May CPI ripped to 4.2%, and Warsh is expected to scrap Powell's forward guidance entirely. The on-chain backdrop is bullish: Bitcoin's Sharpe ratio just hit -20 (the same signal that marked every cycle low since 2015), holders absorbed 125,000 BTC in the first half of June, and whales pulled 11,000 BTC off exchanges yesterday. We break down whether the bottom signal holds, what Warsh's first dot plot means for Bitcoin, and which catalysts could extend or kill the relief rally. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin just SMASHED past $66,000 — its highest level in over a week — as the Iran peace deal momentum continues and the market braces for Warsh's first FOMC meeting tomorrow. The setup is brutal: May CPI ripped to 4.2% (driven by the Iran/Hormuz energy spike), prediction markets now price 50-65% odds of at least one 2026 rate HIKE, and Warsh is expected to scrap Powell's forward guidance entirely — meaning Wednesday's dot plot could swing risk assets either direction. Add Saylor's most ambitious forecast yet (Bitcoin to $7 MILLION — "It's inevitable"), Chamath calling $1.14M per coin based on halving math, Kraken launching CFTC-regulated Bitcoin perps for US customers, Elon Musk's net worth crossing $1.3 TRILLION (bigger than all but 12 public companies), and Robinhood cutting 10% of its workforce — and today's setup is the cleanest pre-FOMC inflection we've seen all cycle. We break down whether the Iran rally has legs, what Warsh's first dot plot means for Bitcoin, and whether $7 million is actually possible or pure hopium. Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Dave and guests for a lively Monday Spaces as crypto markets rebound strongly, with Ethereum outperforming Bitcoin and altcoins surging. The panel explores whether this is a liquidity-driven bear market rally or the start of a real turnaround, diving into Ethereum fundamentals, the escalating AI arms race, decentralized AI narratives, prediction markets, and regulatory updates including the Clarity Act. Packed with insights on macro risks, censorship resistance, and the future of sound money. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin just RIPPED to $66k as Trump confirmed the U.S.-Iran peace deal will be signed Friday in Switzerland — ending the 15-week war that's been crushing risk assets all month. WTI oil collapsed 5%, the Strait of Hormuz reopens within 30 days, Nasdaq futures ripped +1.5%, and Glassnode flagged $68K-$80K as the next bullish marker. Add SpaceX's record-breaking IPO closing +19% at a $1.77 trillion valuation, Tether briefly flipping Ethereum for the first time in 8 years, and Mike McGlone forecasting USDT could eventually top Bitcoin — and today's setup is the cleanest bullish inflection we've seen since October. We break down whether the Iran peace deal marks the cycle bottom and which catalysts could keep this rally running through the G7 summit. Learn more about your ad choices. Visit megaphone.fm/adchoices

When BlackRock needed to tokenize their first fund, they called Securitize. When the New York Stock Exchange decided to trade stocks 24/7 on-chain, they called Securitize. In this interview, CEO Carlos Domingo reveals why the DTCC is repeating the same fatal mistake the telecom companies made when WhatsApp arrived, why the banks actually need the Clarity Act far more than crypto does, and what happens when AI agents start trading tokenized assets in real time. Carlos breaks down the Jump Trading partnership, how atomic swaps are replacing T+1 settlement, why BlackRock choosing Securitize changed everything for institutional adoption, and his vision for a future where tokenized stocks, ETFs, and AI-powered portfolios all live in one wallet — and you don't even know you're using a blockchain. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this lively episode on SpaceX IPO day, the guys break down Elon Musk’s paper trillionaire moment as a classic buy-the-news event, covering heavy passive index inflows, massive retail oversubscription exceeding $100 billion, and Fidelity’s push to democratize access, while weighing crypto spillover possibilities like Dogecoin shoutouts, SpaceX’s Bitcoin holdings, space mining ideas, max pain scenarios, and longer-term $250K BTC views alongside cautions on emotional investing. They also explore capital reallocation, silver’s potential bottom, oil sliding below $90 with peace deal rumors and Cushing inventories pressuring inflation, the AI industrial revolution, expectations for lower interest rates, currency debasement boosting real assets, a sharp debate on Visa/Mastercard versus Bitcoin and stablecoin rails—including chargebacks, fraud, rewards, and merchant surcharges—and bullish signals from SEC Chair Paul Atkins on Rule 611 paving the way for tokenized assets and market convergence. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin and Gold are both posting the worst year of any major asset class in 2026 — BTC down 30%, Gold down 6% and Charlie Bilello says it's the first time we've ever seen this in a calendar year. Meanwhile, SpaceX just made history today, debuting at a $1.75 TRILLION valuation in the largest IPO ever recorded (2.4x the previous record Saudi Aramco) with retail orders alone exceeding $70 billion. We break down whether Bitcoin and Gold's historic underperformance signals a generational opportunity or the death of the safe haven thesis, what $75 billion flowing INTO SpaceX means for the next leg of crypto liquidity, and which catalysts could finally turn the tape. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin just triggered the signal that has marked every previous bear market bottom — half of all circulating BTC supply (roughly 10.5 million coins) is now trading at a loss per Glassnode/K33 Research, the first time this has happened since the late 2022 cycle low. But realized losses over the last 30 days sit at just 187,000 BTC versus 1.2 million after the FTX collapse, meaning capitulation hasn't actually hit yet. Meanwhile, Japan just delivered the biggest bullish policy shift of 2026 — reclassifying crypto as financial products, slashing the tax rate from 55% to 20%, and opening the door to spot crypto ETFs. Add Wall Street dumping $10.8 billion of tech stocks last week (largest tech outflow ever recorded), SoftBank trying to borrow $6 billion against its OpenAI stake just to keep funding OpenAI, Warren's Hail Mary to delay tomorrow's $75B SpaceX IPO, and the historical reality that the 10 biggest IPOs in history dropped 35% in their first six months — and today's setup may be the cleanest historic bottom signal we've seen in three years. We break down whether the supply-in-loss signal actually holds, why capitulation hasn't fully hit yet, what Japan's bombshell means for the bull case, and which catalysts could trigger the real cycle bottom before $50K comes into play. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin sits near $60K in despondency with fresh buyers scarce and warnings of a quick move to $50K before $75K as sellers line up higher up. This candid roundtable examines the grinding bottoming process and tough psychology of buying when it feels bad, while unpacking why substantial new capital is needed to overcome layered selling. The group explores AI draining liquidity into Spacex IPOs even as it builds an agentic economy on stablecoins and blockchain rails for machine payments, Spacex's space data centers solving AI's energy woes, miners pivoting to lucrative AI/HPC or serving as flexible grid balancers, AI agents adding BTC to portfolios, resilient hash rates from sovereign players, ETF outflows mostly from hedge funds while core holders and banks accumulate, and banks launching competing stablecoin networks amid stalled regulatory clarity. Could high money velocity spark a fast recovery from this muted phase or is deeper capitulation still ahead? Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin just posted its worst week since the FTX collapse — a 16% slide below $60,000, the steepest drop since Sam Bankman-Fried's exchange imploded in November 2022 — and analysts are warning the modest bounce to ~$61,300 may be short-lived. What makes this scarier than the FTX-era crash: there's no single catastrophic catalyst. Analysts are calling it a "silent bear market" because Bitcoin just broke below its 200-week moving average for the first time in this cycle, rate-cut bets have flipped to rate-HIKE bets thanks to strong U.S. jobs data, gold/silver/BTC are all falling together as the safe-haven thesis breaks, and Friday's $75 billion SpaceX IPO is poised to drain another $22.5B of retail capital directly out of crypto. Add Anthropic launching its zero-day-finding Mythos AI today (the same tech that found the four-year-old Zcash bug), Warsh planning to kill the Fed dot-plot, JPMorgan deploying long-running autonomous AI agents, and today's U.S. CPI print landing into the chaos — and this may be the cleanest structural bear market we've seen all cycle. We break down whether the FTX comparison actually holds, what a 200-week MA break historically means for Bitcoin, and which catalysts could stop the bleeding before $50K comes into play. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin shed $235 billion in seven days and Arca CIO Jeff Dorman is calling Michael Saylor's "AI capital rotation" excuse for the crash pure "gaslighting." Strategy may have only ~5 months of cash flow left to fund STRC dividends, meaning the world's biggest Bitcoin buyer could become a steady forced seller. USDT just printed a golden cross (historically bearish for BTC), Bitcoin dominance cracked under 58% for the first time since September, and Bloomberg argues the entire industry is structurally pivoting away from speculation toward stablecoins. We break down whether Saylor IS gaslighting holders, when the forced-seller overhang breaks, and whether $60K is the cycle bottom or the trapdoor before $50K. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin bounces off its 200-week moving average amid a quick pump to $63.7K on Trump Iran comments before pulling back. The crew discusses whether this is a bull trap, double bottom test, or the start of a hated summer rally, while covering MicroStrategy’s latest BTC buy, SpaceX IPO liquidity drain, and AI sucking capital from crypto. Other highlights include the Clarity Act push by Sen. Lummis, new crypto tax discussion drafts, Zcash’s Ironwood upgrade after a major bug discovery, altcoin weakness, leverage dynamics, and long-term Bitcoin adoption challenges around taxes, self-sovereignty, and bank balance sheet rules. A wide-ranging market sentiment check with bullish long-term conviction. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin sparked its first real relief rally of the cycle this weekend — pumping from sub-$60,000 lows up to $63,700 and crushing $504 million in shorts in 24 hours (the biggest single-day short squeeze since late April) — but the bounce is already losing steam as fresh Iran-Israel strikes shatter the April ceasefire, sending oil up over 3% to $96 and Korea's KOSPI crashing nearly 9% in three minutes. This week's macro calendar is brutal: Wednesday's U.S. CPI print is expected to jump to 4.2% YoY (from 3.8%) — a hot reading locks in a restrictive Fed and could deepen the record ETF outflow streak — plus the ECB hikes to 2.25% Thursday, the CLARITY Act enters full Senate floor debate all week, JPMorgan/BofA/Citi just unveiled their own bank-backed tokenized network as a defensive move against stablecoins, massive token unlocks (HumidiFi unlocking 111.59% of supply Tuesday alone, HYPE $673M) pile selling pressure on already-weak markets, and global central banks have pushed gold holdings to the highest level this century. We break down whether $504M of squeezed shorts marks the cycle bottom or just a dead-cat bounce before the next leg down, what a hot CPI print means for Bitcoin's $60K floor, and which catalysts this week could finally turn the tape. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Tapiero has deployed over half a billion dollars into crypto's biggest private companies - Kraken, Ledger, Animoca, and the Deribit deal that became the largest M&A transaction in crypto history. In this conversation, he explains why we're at the integration moment between traditional finance and the onchain world, why his team is now exclusively looking at AI-adjacent deals, and why he believes thousands of trillions of dollars in agent-powered transactions are coming within the decade. We also get into why Coinbase could become the Amazon of finance, how prediction markets are creating truth machines, and why the digitization of money is bigger than the internet itself. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin just collapsed below $62,000 in one of the worst weeks since July 2024, with the AI trade unwinding violently and $1.5 billion in crypto longs getting wiped out in 24 hours. We are now staring down $60K with the next technical support all the way at $55K, and the safety nets that held earlier 2026 drawdowns are gone. Meanwhile Zcash absolutely cratered 37% in one of its worst single day slumps ever after Shielded Labs disclosed a critical Orchard pool bug that could have allowed unlimited undetectable counterfeit ZEC, a vulnerability hiding since 2022 and uncovered by Anthropic's Opus 4.8 AI model. We are breaking down whether Bitcoin defends $60K or rolls to $55K, what the Zcash bug means for the entire privacy coin narrative, and why this could be the most dangerous setup of the entire cycle. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin just crashed below $62,000 as crypto markets have officially erased over $2 trillion from their October 2025 peak — a 48% drawdown — while $1.5 billion in leveraged longs got wiped out and Bitcoin ETFs extended their outflow streak to 12 consecutive days, totaling $4 billion in the longest stretch of withdrawals in ETF history. Add Treasury Secretary Scott Bessent confirming the U.S. will NOT buy Bitcoin on the open market (the Strategic Reserve grows only at "deliberate speed" through confiscations), Sanders, Warren, and Bobby Scott moving to block Trump's plan to add crypto to 401(k) retirement accounts, Bitwise estimating Bitcoin's "fair value" at $224,000, Visa and Mastercard reportedly joining forces with Coinbase and Stripe on a new stablecoin platform, and BitMine filing a $300M preferred stock raise to stack ETH (copying Saylor's STRC playbook) — and today's setup is the most fragile crypto has looked all cycle. We break down what's driving the historic ETF bleed, whether the sovereign-bid bull case is officially dead, and what catalysts could stop Bitcoin from cracking $60K before the weekend. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today on Crypto Town Hall, the panel discusses Bitcoin’s dip near $66k, breaking down Michael Saylor and MicroStrategy’s recent Bitcoin sale, its market narrative impact, tax-loss harvesting strategies, Bitcoin-per-share growth, and concerns over reduced corporate buying power. They explore AI siphoning liquidity into IPOs and tech stocks, quantum risks, capital flows, and potential short-term downside to the $50-55k range. Additional topics include the Clarity Act, stablecoin regulation, AML and national security narratives, distressed digital asset treasuries, and Hyperliquid’s emerging role in pre-IPO price discovery. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin just decoupled from the Nasdaq — crashing to $65,385 (lowest level since February) while the Nasdaq 100 prints a fresh all-time high — and the Fear & Greed Index has cratered to 11, the deepest reading of the entire cycle. The thesis: capital is rotating aggressively out of crypto and into the $350 billion equity raise pipeline (SpaceX's roadshow opens tomorrow, Anthropic just confidentially filed at a stunning $965B valuation, OpenAI is next). Add Peter Schiff warning Strategy's STRC could enter a "death spiral," Saylor quietly stacking $29M in cash alongside his first BTC sale since FTX, Tom Lee's Bitmine down $8.9B, and the CLARITY Act facing a brutal 4-week window before Senate recess — and today's setup is the cleanest macro inflection we've seen this cycle. We break down whether the Nasdaq decoupling is structural or temporary, what the IPO drain means for crypto liquidity through summer, and what catalysts could pull Bitcoin out of tech's shadow before $60K comes into play. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin just crashed below $70,000 - falling 3.8% overnight to $69,446 - as $766 million in liquidations cascaded through the leveraged complex and BlackRock's IBIT extended its outflow streak to 10 straight days, with the ETF complex now hemorrhaging $2.4 billion since May 18 alone. Add Michael Saylor's stunning 32 BTC sale (Strategy's first since the FTX collapse in 2022, used to fund STRC dividends), the Fear & Greed Index crashing into "Extreme Fear" at 23, ongoing US-Iran escalation, and growing speculation that Larry Fink is suppressing prices through sustained institutional redemptions — and today's setup looks like the cleanest capitulation we've seen this cycle. We break down what's actually driving the selloff, whether the BlackRock bleed is structural or temporary, what Saylor's "Never Sell" reversal means for the rest of the treasury company space, and what catalysts could stop the bleeding before $65,000 comes into play. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we break down the chaotic markets: oil spiking 7% amid geopolitical tensions, a flat stock market, and Bitcoin trading sideways after MicroStrategy sold 32 BTC. The spotlight is on Hyper Liquid ($HYPE), which continues to defy the broader market thanks to strong earnings and real revenue. We also dive into Jamie Dimon’s fiery attack on Brian Armstrong and the Clarity Act, the clash between banks and crypto over stablecoin yields, surging AI stocks (Dell, IBM, Blackberry), tokenized assets, and the growing importance of fundamentals in crypto. Plus, a lively debate on Tesla’s valuation and Bitcoin’s near-term outlook. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin is teetering near $72,000 as the Iran war heats back up, with Trump claiming Tehran "really wants" a deal while air strikes resumed over the weekend near the Strait of Hormuz, sending Brent crude up 3.7% to $94.48 and WTI surging 4.3% to $91.07. A tentative 60 day memorandum of understanding would reopen the Hormuz chokepoint with unrestricted shipping and require Iran to clear all mines within 30 days, but the deal still awaits Trump's final approval and Iran's response. Meanwhile Coinbase is launching direct rupee rails in India on June 1 to attack the $3 billion local crypto market, Fed Governor Christopher Waller declared dollar stablecoins could expand the reach of U.S. monetary policy globally, and Jamie Dimon just vowed JPMorgan and the banking lobby will fight the CLARITY Act over stablecoin yield. Plus Michael Burry dropped a bombshell calling the Nvidia, xAI, Apollo, Athene structure "Fugazi", alleging $5.4 billion in GPUs are hidden off balance sheets while American retirees unknowingly hold $103 billion in Level 3 assets at 16x leverage inside a Bermuda insurance shell. We are breaking down whether Bitcoin can survive another Hormuz spike, what Waller's stablecoin endorsement means for the dollar, and why Burry's warning could be the most dangerous story nobody is talking about. Learn more about your ad choices. Visit megaphone.fm/adchoices

Matt Cole managed a $70 billion Treasury portfolio, had direct access to the Fed and Treasury during QE, called them out for lying about debt monetization to their faces, and then put his entire net worth into Bitcoin. Now as CEO of Strive, he's building what he believes will become a multi-trillion dollar market in digital credit - products like SEDA and STRC that survived a 50% Bitcoin crash with barely a scratch. In this conversation, he breaks down why preferred equity beats convertible debt, how institutions actually want more volatility not less, why most Bitcoin treasury companies launched with no plan and are already selling, and the coming wave of consolidation that will separate the true believers from the tourists. Learn more about your ad choices. Visit megaphone.fm/adchoices

On Halloween 2008, while the global financial system was collapsing and banks were getting bailed out with taxpayer money, an anonymous figure posted a nine-page paper that would change everything. Two months later, Satoshi Nakamoto mined the first Bitcoin block and buried a newspaper headline inside it about bank bailouts - a permanent message encoded forever on every node on Earth. Then he mined over a million Bitcoin, watched it become worth over $100 billion, and never touched a single coin. This is the real origin story of Bitcoin, told the way it deserves to be told. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, the crew discusses Bitcoin’s current consolidation and MicroStrategy’s recent wallet movements, while debating whether we’re in a prolonged bear phase or setting up for the next leg up. Key highlights include the NYSE CEO calling Hyperliquid bigger than NASDAQ, CFTC approvals for the first regulated Bitcoin perps on Kalshi and Coinbase’s Deribit access, CME launching 24/7 crypto futures, and Paxos winning SEC approval for on-chain U.S. stock settlement. The conversation also covers AI’s impact on markets, liquidity rotation into big IPOs like SpaceX, altcoin consolidation, and the long-term fusion of crypto with traditional finance. Bullish developments vs. near-term caution — a must-listen Friday roundup. Learn more about your ad choices. Visit megaphone.fm/adchoices