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All Episodes

Haia Talks (English) — 143 episodes

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Title
1

🎙️ PPI 5.4% SHOCKS — BTC DROPS TO $77,194, BRENT $105, CPI RELEASES TODAY, ARMSTRONG CALLS THE BOTTOM

2

🎙️ BRENT HITS $100, BTC GIVES BACK OVERNIGHT GAINS, PPI TODAY, CPI TOMORROW — THE MOST IMPORTANT 48 HOURS OF SEPTEMBER

3

🎙️ OIL SURGES TO $93, BTC SLIPS TO $77,673, ISRAEL CREDIT DOWNGRADED, CLARITY ACT VOTE IN 6 DAYS

4

🎙️ LIQUID NETWORK ATTACKER TO RETURN 4,000 BTC, DBS-CITI FIRST WEEKEND TOKENIZED PAYMENT, HANWHA ON AVALANCHE

5

🎙️ BTC ETF $987M WEEKLY INFLOW, LIQUID NETWORK PAUSES AFTER $320M 'WHITE-HAT' WITHDRAWAL, HARMONY SUNSETTING L1

6

🎙️ ROBINHOOD DEFIES AMC, LEBRON TEASES POLYMARKET, UBS AND JANE STREET BUY HYPE, UK'S LARGEST PLATFORM OPENS CRYPTO

7

🎙️ BTC BREAKS $82,000 — HIGHEST SINCE MAY, $731M ETF INFLOWS LARGEST SINCE JANUARY, ZEC TOPS $1,000

8

🎙️ CONGRESS RETURNS, CFTC MOVES TO DISMISS CME LAWSUIT, REVOLUT GETS OCC APPROVAL, COINBASE SEEKS 24/7 EQUITY PERPS

9

🎙️ RUSSIA LAUNCHES DIGITAL RUBLE AND LEGALIZES CRYPTO SAME DAY, SALITY MALWARE HITS 15K MACHINES, SOLANA TRANSACTION V1 SEPT 9

10

🎙️ KALSHI BANS SANTOS, POLYMARKET EYES $21B, BRAZIL BANS 27 PREDICTION PLATFORMS, 'REKTEMBER' LOOMS

11

🎙️ LABOR DAY — US MARKETS CLOSED, BTC HOLDS $77K, CONGRESS RETURNS THURSDAY, CLARITY ACT COUNTDOWN

12

🎙️ US AIRSTRIKES PUSH OIL TO $84, RATE FEARS RISE, BTC HOLDS $77K-78K HEADING INTO LABOR DAY

13

🎙️ BTC RECOVERS TO $78,231, US AIRSTRIKES ON IRAN OVER WEEKEND, STABLECOINS LATIN AMERICA STORY

14

🎙️ BTC HOLDS $77,000 SUPPORT AFTER WARSH, ETHEREUM STABLECOIN VOLUME RECORD, LATIN AMERICA STABLECOIN DOMINANCE

15

🎙️ WARSH HAWKISH: 'WORK TO DO' — BTC DROPS 3% FROM $81K, SEPTEMBER HIKE ODDS JUMP TO 57%

16

🎙️ BTC HOLDS $79,500 AHEAD OF WARSH, SOL ABOVE $100, BITCOIN HONG KONG DAY 1

17

🎙️ PCE COMES IN HOT AT 3.7%, BTC SELLS OFF FROM $81K PEAK, WARSH SPEAKS TOMORROW

18

🎙️ BTC $76,937-79,000, BEST AUGUST SINCE 2017 AT +23%, WARSH SPEAKS FRIDAY, PCE TOMORROW

19

🎙️ BTC NEAR $80,000 FOR FIRST TIME SINCE MAY, ETH $2,470, JACKSON HOLE WEEK UNDERWAY

20

🎙️ BTC HOLDS $77,000-79,000, XRP +46%, SOL $94, JACKSON HOLE WEEK BEGINS

21

🎙️ BTC $76,963 AS WEEKLY RALLY SUSTAINS, STRONGEST WEEK SINCE MARCH 2024, JACKSON HOLE NEXT

22

🎙️ BTC +22% BEST WEEK SINCE MARCH 2024 — HITS $76,712, ETF +$1.92B, TREASURY BUYBACKS SPARK RALLY

23

🎙️ BTC $65,000, ETH $2,343, SOL $88 — ALTCOIN RALLY BROADENS, COINFEST BALI PEAKS

24

🎙️ FOMC MINUTES LESS HAWKISH THAN FEARED, WHITE HOUSE CRYPTO MEETING, BTC RALLIES TO $64,770

25

🎙️ ETHEREUM BREAKS $2,000, TREASURY ANNOUNCES BUYBACKS, REDDIT JOINS S&P 500

26

🎙️ BTC +1.4% AS S&P FALLS 0.5%, DECOUPLING CONFIRMED, CIRCLE DOWNGRADED, WYOMING SYMPOSIUM OPENS

27

🎙️ WYOMING SYMPOSIUM STARTS MONDAY, SEC PUBLISHES FIRST BESPOKE CRYPTO FRAMEWORK, RIOT SELLS 4,300 BTC

28

🎙️ WEEKLY WRAP: BTC -4% AS S&P HITS RECORD, TETHER AUDITED, RETAIL SALES CRASH — WYOMING SYMPOSIUM AHEAD

29

🎙️ RETAIL SALES -0.6%, CONSUMER SENTIMENT SLUMPS, BITCOIN DOWN 4% ON WEEK — BUT S&P CAPS THIRD WEEKLY GAIN

30

🎙️ S&P 500 HITS RECORD 7,815 ATH, PPI SOFT, BTC LAGS AS $175M LIQUIDATIONS HIT

31

🎙️ JULY CPI +3.3% IN LINE — BTC BOUNCES TO $64K THEN GIVES BACK, ETHERFI RAISES $100M, BITCOIN FORK STALLS

32

🎙️ BTC SLIPS BELOW $64K AS OIL RISES, SEC MAY HAVE A PLAN FOR CRYPTO, MSCI FLAGS STRATEGY

33

🎙️ BTC HOLDS ABOVE $65K FOR FOURTH DAY, BLACKROCK LAUNCHES TOKENIZED EURO MMF, LAYERZERO SURGES 15%

34

🎙️ CLARITY ACT SEPTEMBER 15 VOTE SET, ETHERIUM PECTRA OCTOBER 15, ARGENTINA ADOPTS USDC

35

🎙️ CONGRESS RETURNS, CLARITY ACT VOTE TARGETED FOR SEPTEMBER 15, BYBIT HACKER LAUNDERS $1.4B

36

🎙️ S&P 500 HITS RECORD 7,758 ON WEAK JOBS, CONGRESS RETURNS MONDAY, BITCOIN STILL AT $65K

37

🎙️ S&P 500 ADDS $2.1 TRILLION IN AUGUST WHILE BITCOIN SITS STILL, TACHYON UPGRADE FOR ZCASH, COINBASE SEC WIN

38

🎙️ CLARITY ACT GETS FIRST-STAGE SENATE VOTE, BITCOIN DECOUPLES FROM S&P RALLY, ZEC +10% ON DCG BET

39

🎙️ BTC ETF +$170M BIGGEST INFLOW SINCE MAY, HEART ARRESTED, STRIPE-BRIDGE DEAL CLOSES

40

🎙️ BINANCE COMPLIANCE CRISIS DEEPENS, BITCOIN ENTERS HISTORICALLY WEAK MONTH, CLEARACT CLOCK TICKING

41

🎙️ Santos Settles Kalshi SOTU Bet, Moscow Bans Mining Through 2032, Operational Failures Drive Record Q2 Hack Losses

42

🎙️ Morgan Stanley Altcoin ETFs Surge, Saylor Metrics Gain Wall Street Adoption, Coldcard Supply Chain Exploit Confirmed

43

🎙️ Coldcard Exploit Drains 38 Million, Coinbase Misses on Spot Volume, Bitcoin Outperforms Equity Indices in July

44

🎙️ Divided Fed Holds, Azure Tops One Hundred Billion, Clarity Act Stalls

45

🎙️ Hawkish Holds and Structural Staking

46

🎙️ Macro Repricing and Infrastructure Upgrades

47

🎙️ Treasury Restructuring and Institutional Rails

48

🎙️ GALAXY CUTS CLARITY ACT ODDS TO 30%, CARDANO'S HOSKINSON ON BITCOIN QUANTUM RISK, ROBINHOOD EYES CRYPTO.COM PREDICTION MARKETS

49

🎙️ GALAXY CUTS CLARITY ACT ODDS TO 30%, STRATEGY+BLACKROCK FORM QUANTUM CONSORTIUM, COINBASE BETS ON AI PAYMENTS

50

🎙️ ALPHABET -7%, TESLA -14% DRAG MARKET, BTC ETF 7-DAY STREAK SNAPPED, BITMEX CLOSING AFTER 11 YEARS

51

🎙️ CLARITY ACT TEXT PUBLISHED, RWA TRADING HITS $470B MONTHLY, TOKENIZED EQUITY PERPS BOOM

52

🎙️ RUSSIA LEGALIZES RETAIL CRYPTO, GALAXY LAUNCHES $5M QUANTUM INITIATIVE, MOVEMENT LABS BANKRUPT

53

🎙️ TRUMP AGREES TO ETHICS PROVISION, TELEGRAM PLANS LARGEST EVER NON-CUSTODIAL WALLET ROLLOUT, JACK MALLERS LEAVES TWENTY ONE

54

🎙️ STRATEGY SELLS ANOTHER $263M SHARES, HUT 8 CLOSES 1GW AI CAMPUS, BERNSTEIN LIFTS ROBINHOOD TO $160

55

🎙️ GENIUS ACT MISSES DEADLINE, STRATEGY SELLS ANOTHER $263M SHARES, BITCOIN JAPAN FINALLY BUYS BTC

56

🎙️ TRUMP TELEPROMPTER OPERATOR BETS ON KALSHI, CITADEL INVESTS $400M IN CRYPTO.COM, CLARITY ACT FINAL TEST

57

🎙️ CLARITY ACT HEARING TODAY, BTC HOLDS $64K AS IRAN WAR DAY 5, AI TRADE FADES FROM MARKETS

58

🎙️ TRUMP ETHICS MEETING 'HUGELY POSITIVE', STRATEGY CEO: DEBT CONCERNS ONLY BELOW $10K BTC, T. ROWE PRICE ETF LAUNCHES

59

🎙️ DTCC BEGINS TOKENIZED STOCK PRODUCTION TRADES, JAPAN PASSES CRYPTO TAX CUT, OSTIUM EXPLOITED $18M

60

🎙️ JUNE CPI SOFTER THAN EXPECTED, CLEANSPARK SIGNS $6.6B AI DEAL, ECB LAUNCHES DIGITAL EURO PILOT

61

🎙️ STRATEGY SELLS $467M IN STOCK, ROBINHOOD CHAIN TOP 5, JAPAN'S $3B SECURITY TOKEN MOVES TO AVALANCHE

62

🎙️ CIRCLE WINS OCC NATIONAL TRUST BANK, BTC+ETH ETFS SNAP 8-WEEK STREAK, CBDC BAN BECOMES LAW

63

🎙️ MARA UNVEILS 2GW TEXAS AI CAMPUS, SUPREME COURT EXPANDS TRUMP AGENCY AUTHORITY, JPMORGAN REFRAMES BTC RISK

64

🎙️ RUSSIA'S ALFA BANK GOES CRYPTO, INTERPOL ARRESTS 5,800, SWIFT LAUNCHES TOKENIZED DEPOSIT PILOT

65

🎙️ RIPPLE SPONSORS KANSAS JAYHAWKS, EMURGO EXITS CARDANO GOVERNANCE, EU EYES MICA 2.0

66

🎙️ SBI SOLE INVESTOR IN EDX MARKETS $76M ROUND, STRIKE LAUNCHES LIQUIDATION-PROOF BTC LOANS, KRAKEN WINS $22M VS MAZARS

67

🎙️ TETHER CIO SELLS STAKE, GALAXY DELIVERS 133MW TO COREWEAVE, COINBASE WINS UK LICENSE

68

🎙️ KEEL PIVOTS TO AI, TRUMP 'BIG CRYPTO GUY', VITALIK'S EXTREMELY LEAN ETHEREUM

69

🎙️ TRUMP MEMECOIN BURNS $3.81B, BTC ETF LOGS RECORD 8TH NEGATIVE WEEK, VITALIK PLANS MERGE-SCALE REBUILD

70

🎙️ INDEPENDENCE DAY: BITCOIN AT $62.5K, EREBOR BANK AT $8B, ACCUMULATION BENEATH THE SURFACE

71

🎙️ BTC ETFS SNAP 10-DAY OUTFLOW STREAK, SECURITIZE DEBUTS ON NYSE, SOFT JOBS DATA EASES RATE FEARS

72

🎙️ ROBINHOOD CHAIN LAUNCHES WITH TOKENIZED STOCKS, VENICE AI AT $1B, KALSHI/POLYMARKET $45B IN JUNE

73

🎙️ OPEN USD LAUNCHES, CIRCLE SINKS 16%, BTC ETF WORST MONTH ON RECORD, TAIWAN PASSES CRYPTO LAW

74

🎙️ WORST MONTH FOR BTC ETFS SINCE LAUNCH, STRATEGY RECOVERS, UK PUBLISHES LANDMARK CRYPTO FRAMEWORK

75

🎙️ STRATEGY $2B BUYBACK, BIS ATTACKS STABLECOINS, CRYPTO VCS MOVE BEYOND CRYPTO

76

🎙️STRC 26% BELOW PAR, BASE STALLS AGAIN, MULTICOIN BETS $319 ON HYPE

77

🎙️ BITCOIN MINERS SQUEEZED, KALSHI $40B, STRC CRISIS, BASE STALLS TWICE

78

🎙️ KALSHI AT $40B, WORLD CUP BOOM IN PREDICTION MARKETS, BTC ETP FLOWS TURN NEGATIVE

79

🎙️ KENTUCKY SUES CFTC BACK, KALSHI AT $40B, BITCOIN HOLDS FRAGILE $60K FLOOR

80

🎙️ EF CUTS 20% STAFF, DOJ SEIZES HUIONE, META WANTS A PREDICTION MARKET

81

🎙️ TRUMP SIGNS QUANTUM EXECUTIVE ORDERS, SENATE BANS CBDC, ARK INVEST BUYS SPACEX

82

🎙️ POLYMARKET CAUGHT MAKING FAKE BETS, RECORD BTC ETF OUTFLOWS, CORPORATE TREASURY WARS

83

🎙️ SONIC LOSES CRONJE, SCHWAB ENTERS PREDICTION MARKETS, TWO WEEKEND HACKS

84

🎙️ THE REINVESTMENT ENGINE: Kalshi Plots a $22B IPO, Morgan Stanley Sparks a 0.14% Fee War, and Franklin Templeton Re-Routes Equity Dividends Into Bitcoin

85

🎙️ THE DOUBLE-BLOW COLLAPSE: Iran Peace Talks Fail, Digital Credit Suffers a Historic Leverage Flush, and CME Files Federal Suit Against the CFTC

86

🎙️ THE TAX AND THE LAWYER: Illinois Enacts a 0.2% Transaction Tax, CME Sues the CFTC Over Perps, and STRC Falls 11% Below Par

87

🎙️ THE WARSH HAWK RISES: Kevin Warsh Re-Arms the Fed, Coinbase Unveils the 'Everything Exchange,' and World Liberty Corners an OCC Trust Charter

88

🎙️ THE REBOUND OF THE GIANTS: Bitcoin Reclaims $66K, Kraken Onshores Perpetual Futures, and SpaceX Volatility Ignites Hyperliquid

89

🎙️ MINERS CAPITULATE, ZIMBABWE REGULATES: Bitcoin Difficulty Drops 10.09%, Sub-Saharan Adoption Surges, and Institutional Funds De-Risk Targets

90

🎙️ REGULATED MEMES AND QUANTUM THREATS: SEC Approves T. Rowe Multi-Asset ETF, Strategy Rejects Hold Culture, and Centralized AI Gets Banned

91

🎙️ THE LIQUIDITY DRAIN: Standard Chartered Calls the Bottom, SEC Rewrites Regulation NMS for DeFi, and Bitwise Warns of a $48K Drop

92

🎙️ THE LIQUIDITY OVERHANG LIFTS: SpaceX Surges 19% in Historic Debut, ETF Redemption Streak Breaks, and Japan Cuts Crypto Tax to 20%

93

🎙️ SPACEX PRICES AT $135, CFTC PROPOSES PREDICTION MARKET RULES, BOTANIX SHUTS DOWN — BITCOIN HOLDS $62K

94

🎙️ CPI HITS 3-YEAR HIGH, BITCOIN FALLS BELOW $61K, MORPHO RAISES $175M, HUMANITY PROTOCOL LOSES $36M

95

🎙️ STRATEGY BUYS THE DIP, 200 FIRMS PUSH CLARITY ACT, AND METAMASK GIVES AI AGENTS A WALLET

96

🎙️ INFRASTRUCTURE WEEK: CME vs. Perps, Saylor's Bitcoin Ideology Map, and HYPE Is the Only Treasury Not Bleeding

97

🎙️ THE BANK STRIKES BACK: JPMorgan Plans the Tokenized Deposit Network, Zcash Loses 50% on an Unverifiable Bug, and Bitcoin Needs New Buyers

98

🎙️ THE GAUNTLET: BTC Bounces Off $61K, Visa Settles Stablecoins in Private, and the Clarity Act Enters Its Final Sprint

99

🎙️ BOTTOM CALL SEASON: BTC Tests $62K, Bitcoin Buys a House, and Arthur Hayes Bails — SpaceX IPO Edition

100

🎙️ INFRASTRUCTURE WHILE ROME BURNS: Bitcoin Breaks $66K Again, HYPE Beats SOL, and the CLARITY Act Gets Its Last Gauntlet

101

🎙️ FREE FALL: Bitcoin Touches $65K, The Clarity Act Is the Last Lifeline, and Stablecoins Take Over the World

102

🎙️ The Liquidity Shift: ETF Outflows, Policy Locks, and Oracle Disputes

103

🎙️ The Institutional Retreat and the Corporate Pivot

104

🎙️ The Permanent Battle: Regulated Perps, Sovereign Reserves, and the Banking Backlash

105

🎙️ The Sovereign Guard: Institutional Rails and the Defi Infiltration

106

🎙️ The Structural Pivot: Regulatory Reversals

107

🎙️ The Trust Horizon: Corporate Moats and the Agentic Economy

108

🎙️ Sanction Sweeps and the Corporate Supply Squeeze

109

🎙️ The Structural Rotation: Capital Flight, Embedded Intelligence, and Sovereign Rails

110

🎙️ The Locked Reserve and the Shrinking Foundation

111

🎙️ Prediction Wars, Sovereign Defiance, and the Flight to Mars

112

🎙️ The Public Shift: From IPO Ambitions to the New Financial Architecture

113

🎙️ The Guarded Threshold: Regulated Markets and the Rise of Autonomous Security

114

🎙️ Master Accounts and Mega-Treasuries: The Sovereign Digital Integration

115

🎙️ The Liquidity Migration: Institutional Capitulation Versus On-Chain Equities

116

🎙️ Open-Source Equities: The SEC’s Radical Innovation Move

117

🎙️ Big Dot Energy: Corporate Conviction Versus Geopolitical Risk

118

🎙️ The Sovereign Accumulation and the Regulatory Horizon

119

🎙️ Skin in the Game: The Trump Portfolio and the Corporate Pivot

120

🎙️ The Warsh Era Begins: AAA Mainnets and the AI Cyber Threat

121

🎙️ The Institutional Takeover: Public Mainnets and the Sovereign Battlefield

122

🎙️ The China Summit: Trump’s Diplomatic Gamble, the Keel AI Pivot, and Shielded BTC

123

🎙️ The Accumulation Floor: Saylor’s $80k Bet, Circle’s $3B Pivot, and the China Catalyst

124

🎙️ The Supply Shock: $82k Bitcoin, TeraWulf’s AI Pivot, and the SEC’s DeFi Strike

125

🎙️ The AI Factory Era: NVIDIA’s $2B Bet, Strategy’s Paper Loss, and Arbitrum’s Court Win

126

🎙️ The Institutional Grind: $10B AI Deals, Morgan Stanley on E-Trade, and the July 4th Deadline

127

🎙️ The Independence Day Sprint: AI Miners, $10B Infrastructure Deals, and the Death of the Cycle

128

🎙️ The Saylor Paradox and the Agentic OS: IREN’s AI Pivot and Solana’s Institutional Surge

129

🎙️ The Adaptive Bull: AI Pivots, $1T Retirement Inflows, and the Tokenization Trojan Horse

130

🎙️ The IPO Revolution and the Staking Hegemony

131

🎙️ Eighty Thousand: The Peace Dividend and the Legal Hijack

132

🎙️ The Iranian Connection and the Spot Demand Gap

133

🎙️ The Yield Revolution and the Quantum Hatch

134

🎙️ Regime Change: From the Fed to the Agentic Economy

135

🎙️ The Institutionalization of Truth: Prediction ETF's and the Bitcoin Credit Machine

136

🎙️ The Agentic Super-cycle: Corporate Fortress vs. Physical Risk

137

🎙️ The Saylor Squeeze: Institutional Inflows versus Retail Fear

138

🎙️ Divided Fed Holds, Azure Tops One Hundred Billion, Clarity Act Stalls

139

🎙️ Hawkish Holds and Structural Staking

140

🎙️ Macro Repricing and Infrastructure Upgrades

141

🎙️ Macro Repricing and Infrastructure Upgrades

142

🎙️ WORST MONTH FOR BTC ETFS SINCE LAUNCH, STRATEGY RECOVERS, UK PUBLISHES LANDMARK CRYPTO FRAMEWORK

143

🎙️ Hawkish Holds and Structural Staking