All Episodes
Haia Talks (English) — 143 episodes
🎙️ PPI 5.4% SHOCKS — BTC DROPS TO $77,194, BRENT $105, CPI RELEASES TODAY, ARMSTRONG CALLS THE BOTTOM
🎙️ BRENT HITS $100, BTC GIVES BACK OVERNIGHT GAINS, PPI TODAY, CPI TOMORROW — THE MOST IMPORTANT 48 HOURS OF SEPTEMBER
🎙️ OIL SURGES TO $93, BTC SLIPS TO $77,673, ISRAEL CREDIT DOWNGRADED, CLARITY ACT VOTE IN 6 DAYS
🎙️ LIQUID NETWORK ATTACKER TO RETURN 4,000 BTC, DBS-CITI FIRST WEEKEND TOKENIZED PAYMENT, HANWHA ON AVALANCHE
🎙️ BTC ETF $987M WEEKLY INFLOW, LIQUID NETWORK PAUSES AFTER $320M 'WHITE-HAT' WITHDRAWAL, HARMONY SUNSETTING L1
🎙️ ROBINHOOD DEFIES AMC, LEBRON TEASES POLYMARKET, UBS AND JANE STREET BUY HYPE, UK'S LARGEST PLATFORM OPENS CRYPTO
🎙️ BTC BREAKS $82,000 — HIGHEST SINCE MAY, $731M ETF INFLOWS LARGEST SINCE JANUARY, ZEC TOPS $1,000
🎙️ CONGRESS RETURNS, CFTC MOVES TO DISMISS CME LAWSUIT, REVOLUT GETS OCC APPROVAL, COINBASE SEEKS 24/7 EQUITY PERPS
🎙️ RUSSIA LAUNCHES DIGITAL RUBLE AND LEGALIZES CRYPTO SAME DAY, SALITY MALWARE HITS 15K MACHINES, SOLANA TRANSACTION V1 SEPT 9
🎙️ KALSHI BANS SANTOS, POLYMARKET EYES $21B, BRAZIL BANS 27 PREDICTION PLATFORMS, 'REKTEMBER' LOOMS
🎙️ LABOR DAY — US MARKETS CLOSED, BTC HOLDS $77K, CONGRESS RETURNS THURSDAY, CLARITY ACT COUNTDOWN
🎙️ US AIRSTRIKES PUSH OIL TO $84, RATE FEARS RISE, BTC HOLDS $77K-78K HEADING INTO LABOR DAY
🎙️ BTC RECOVERS TO $78,231, US AIRSTRIKES ON IRAN OVER WEEKEND, STABLECOINS LATIN AMERICA STORY
🎙️ BTC HOLDS $77,000 SUPPORT AFTER WARSH, ETHEREUM STABLECOIN VOLUME RECORD, LATIN AMERICA STABLECOIN DOMINANCE
🎙️ WARSH HAWKISH: 'WORK TO DO' — BTC DROPS 3% FROM $81K, SEPTEMBER HIKE ODDS JUMP TO 57%
🎙️ BTC HOLDS $79,500 AHEAD OF WARSH, SOL ABOVE $100, BITCOIN HONG KONG DAY 1
🎙️ PCE COMES IN HOT AT 3.7%, BTC SELLS OFF FROM $81K PEAK, WARSH SPEAKS TOMORROW
🎙️ BTC $76,937-79,000, BEST AUGUST SINCE 2017 AT +23%, WARSH SPEAKS FRIDAY, PCE TOMORROW
🎙️ BTC NEAR $80,000 FOR FIRST TIME SINCE MAY, ETH $2,470, JACKSON HOLE WEEK UNDERWAY
🎙️ BTC HOLDS $77,000-79,000, XRP +46%, SOL $94, JACKSON HOLE WEEK BEGINS
🎙️ BTC $76,963 AS WEEKLY RALLY SUSTAINS, STRONGEST WEEK SINCE MARCH 2024, JACKSON HOLE NEXT
🎙️ BTC +22% BEST WEEK SINCE MARCH 2024 — HITS $76,712, ETF +$1.92B, TREASURY BUYBACKS SPARK RALLY
🎙️ BTC $65,000, ETH $2,343, SOL $88 — ALTCOIN RALLY BROADENS, COINFEST BALI PEAKS
🎙️ FOMC MINUTES LESS HAWKISH THAN FEARED, WHITE HOUSE CRYPTO MEETING, BTC RALLIES TO $64,770
🎙️ ETHEREUM BREAKS $2,000, TREASURY ANNOUNCES BUYBACKS, REDDIT JOINS S&P 500
🎙️ BTC +1.4% AS S&P FALLS 0.5%, DECOUPLING CONFIRMED, CIRCLE DOWNGRADED, WYOMING SYMPOSIUM OPENS
🎙️ WYOMING SYMPOSIUM STARTS MONDAY, SEC PUBLISHES FIRST BESPOKE CRYPTO FRAMEWORK, RIOT SELLS 4,300 BTC
🎙️ WEEKLY WRAP: BTC -4% AS S&P HITS RECORD, TETHER AUDITED, RETAIL SALES CRASH — WYOMING SYMPOSIUM AHEAD
🎙️ RETAIL SALES -0.6%, CONSUMER SENTIMENT SLUMPS, BITCOIN DOWN 4% ON WEEK — BUT S&P CAPS THIRD WEEKLY GAIN
🎙️ S&P 500 HITS RECORD 7,815 ATH, PPI SOFT, BTC LAGS AS $175M LIQUIDATIONS HIT
🎙️ JULY CPI +3.3% IN LINE — BTC BOUNCES TO $64K THEN GIVES BACK, ETHERFI RAISES $100M, BITCOIN FORK STALLS
🎙️ BTC SLIPS BELOW $64K AS OIL RISES, SEC MAY HAVE A PLAN FOR CRYPTO, MSCI FLAGS STRATEGY
🎙️ BTC HOLDS ABOVE $65K FOR FOURTH DAY, BLACKROCK LAUNCHES TOKENIZED EURO MMF, LAYERZERO SURGES 15%
🎙️ CLARITY ACT SEPTEMBER 15 VOTE SET, ETHERIUM PECTRA OCTOBER 15, ARGENTINA ADOPTS USDC
🎙️ CONGRESS RETURNS, CLARITY ACT VOTE TARGETED FOR SEPTEMBER 15, BYBIT HACKER LAUNDERS $1.4B
🎙️ S&P 500 HITS RECORD 7,758 ON WEAK JOBS, CONGRESS RETURNS MONDAY, BITCOIN STILL AT $65K
🎙️ S&P 500 ADDS $2.1 TRILLION IN AUGUST WHILE BITCOIN SITS STILL, TACHYON UPGRADE FOR ZCASH, COINBASE SEC WIN
🎙️ CLARITY ACT GETS FIRST-STAGE SENATE VOTE, BITCOIN DECOUPLES FROM S&P RALLY, ZEC +10% ON DCG BET
🎙️ BTC ETF +$170M BIGGEST INFLOW SINCE MAY, HEART ARRESTED, STRIPE-BRIDGE DEAL CLOSES
🎙️ BINANCE COMPLIANCE CRISIS DEEPENS, BITCOIN ENTERS HISTORICALLY WEAK MONTH, CLEARACT CLOCK TICKING
🎙️ Santos Settles Kalshi SOTU Bet, Moscow Bans Mining Through 2032, Operational Failures Drive Record Q2 Hack Losses
🎙️ Morgan Stanley Altcoin ETFs Surge, Saylor Metrics Gain Wall Street Adoption, Coldcard Supply Chain Exploit Confirmed
🎙️ Coldcard Exploit Drains 38 Million, Coinbase Misses on Spot Volume, Bitcoin Outperforms Equity Indices in July
🎙️ Divided Fed Holds, Azure Tops One Hundred Billion, Clarity Act Stalls
🎙️ Hawkish Holds and Structural Staking
🎙️ Macro Repricing and Infrastructure Upgrades
🎙️ Treasury Restructuring and Institutional Rails
🎙️ GALAXY CUTS CLARITY ACT ODDS TO 30%, CARDANO'S HOSKINSON ON BITCOIN QUANTUM RISK, ROBINHOOD EYES CRYPTO.COM PREDICTION MARKETS
🎙️ GALAXY CUTS CLARITY ACT ODDS TO 30%, STRATEGY+BLACKROCK FORM QUANTUM CONSORTIUM, COINBASE BETS ON AI PAYMENTS
🎙️ ALPHABET -7%, TESLA -14% DRAG MARKET, BTC ETF 7-DAY STREAK SNAPPED, BITMEX CLOSING AFTER 11 YEARS
🎙️ CLARITY ACT TEXT PUBLISHED, RWA TRADING HITS $470B MONTHLY, TOKENIZED EQUITY PERPS BOOM
🎙️ RUSSIA LEGALIZES RETAIL CRYPTO, GALAXY LAUNCHES $5M QUANTUM INITIATIVE, MOVEMENT LABS BANKRUPT
🎙️ TRUMP AGREES TO ETHICS PROVISION, TELEGRAM PLANS LARGEST EVER NON-CUSTODIAL WALLET ROLLOUT, JACK MALLERS LEAVES TWENTY ONE
🎙️ STRATEGY SELLS ANOTHER $263M SHARES, HUT 8 CLOSES 1GW AI CAMPUS, BERNSTEIN LIFTS ROBINHOOD TO $160
🎙️ GENIUS ACT MISSES DEADLINE, STRATEGY SELLS ANOTHER $263M SHARES, BITCOIN JAPAN FINALLY BUYS BTC
🎙️ TRUMP TELEPROMPTER OPERATOR BETS ON KALSHI, CITADEL INVESTS $400M IN CRYPTO.COM, CLARITY ACT FINAL TEST
🎙️ CLARITY ACT HEARING TODAY, BTC HOLDS $64K AS IRAN WAR DAY 5, AI TRADE FADES FROM MARKETS
🎙️ TRUMP ETHICS MEETING 'HUGELY POSITIVE', STRATEGY CEO: DEBT CONCERNS ONLY BELOW $10K BTC, T. ROWE PRICE ETF LAUNCHES
🎙️ DTCC BEGINS TOKENIZED STOCK PRODUCTION TRADES, JAPAN PASSES CRYPTO TAX CUT, OSTIUM EXPLOITED $18M
🎙️ JUNE CPI SOFTER THAN EXPECTED, CLEANSPARK SIGNS $6.6B AI DEAL, ECB LAUNCHES DIGITAL EURO PILOT
🎙️ STRATEGY SELLS $467M IN STOCK, ROBINHOOD CHAIN TOP 5, JAPAN'S $3B SECURITY TOKEN MOVES TO AVALANCHE
🎙️ CIRCLE WINS OCC NATIONAL TRUST BANK, BTC+ETH ETFS SNAP 8-WEEK STREAK, CBDC BAN BECOMES LAW
🎙️ MARA UNVEILS 2GW TEXAS AI CAMPUS, SUPREME COURT EXPANDS TRUMP AGENCY AUTHORITY, JPMORGAN REFRAMES BTC RISK
🎙️ RUSSIA'S ALFA BANK GOES CRYPTO, INTERPOL ARRESTS 5,800, SWIFT LAUNCHES TOKENIZED DEPOSIT PILOT
🎙️ RIPPLE SPONSORS KANSAS JAYHAWKS, EMURGO EXITS CARDANO GOVERNANCE, EU EYES MICA 2.0
🎙️ SBI SOLE INVESTOR IN EDX MARKETS $76M ROUND, STRIKE LAUNCHES LIQUIDATION-PROOF BTC LOANS, KRAKEN WINS $22M VS MAZARS
🎙️ TETHER CIO SELLS STAKE, GALAXY DELIVERS 133MW TO COREWEAVE, COINBASE WINS UK LICENSE
🎙️ KEEL PIVOTS TO AI, TRUMP 'BIG CRYPTO GUY', VITALIK'S EXTREMELY LEAN ETHEREUM
🎙️ TRUMP MEMECOIN BURNS $3.81B, BTC ETF LOGS RECORD 8TH NEGATIVE WEEK, VITALIK PLANS MERGE-SCALE REBUILD
🎙️ INDEPENDENCE DAY: BITCOIN AT $62.5K, EREBOR BANK AT $8B, ACCUMULATION BENEATH THE SURFACE
🎙️ BTC ETFS SNAP 10-DAY OUTFLOW STREAK, SECURITIZE DEBUTS ON NYSE, SOFT JOBS DATA EASES RATE FEARS
🎙️ ROBINHOOD CHAIN LAUNCHES WITH TOKENIZED STOCKS, VENICE AI AT $1B, KALSHI/POLYMARKET $45B IN JUNE
🎙️ OPEN USD LAUNCHES, CIRCLE SINKS 16%, BTC ETF WORST MONTH ON RECORD, TAIWAN PASSES CRYPTO LAW
🎙️ WORST MONTH FOR BTC ETFS SINCE LAUNCH, STRATEGY RECOVERS, UK PUBLISHES LANDMARK CRYPTO FRAMEWORK
🎙️ STRATEGY $2B BUYBACK, BIS ATTACKS STABLECOINS, CRYPTO VCS MOVE BEYOND CRYPTO
🎙️STRC 26% BELOW PAR, BASE STALLS AGAIN, MULTICOIN BETS $319 ON HYPE
🎙️ BITCOIN MINERS SQUEEZED, KALSHI $40B, STRC CRISIS, BASE STALLS TWICE
🎙️ KALSHI AT $40B, WORLD CUP BOOM IN PREDICTION MARKETS, BTC ETP FLOWS TURN NEGATIVE
🎙️ KENTUCKY SUES CFTC BACK, KALSHI AT $40B, BITCOIN HOLDS FRAGILE $60K FLOOR
🎙️ EF CUTS 20% STAFF, DOJ SEIZES HUIONE, META WANTS A PREDICTION MARKET
🎙️ TRUMP SIGNS QUANTUM EXECUTIVE ORDERS, SENATE BANS CBDC, ARK INVEST BUYS SPACEX
🎙️ POLYMARKET CAUGHT MAKING FAKE BETS, RECORD BTC ETF OUTFLOWS, CORPORATE TREASURY WARS
🎙️ SONIC LOSES CRONJE, SCHWAB ENTERS PREDICTION MARKETS, TWO WEEKEND HACKS
🎙️ 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
🎙️ THE DOUBLE-BLOW COLLAPSE: Iran Peace Talks Fail, Digital Credit Suffers a Historic Leverage Flush, and CME Files Federal Suit Against the CFTC
🎙️ THE TAX AND THE LAWYER: Illinois Enacts a 0.2% Transaction Tax, CME Sues the CFTC Over Perps, and STRC Falls 11% Below Par
🎙️ THE WARSH HAWK RISES: Kevin Warsh Re-Arms the Fed, Coinbase Unveils the 'Everything Exchange,' and World Liberty Corners an OCC Trust Charter
🎙️ THE REBOUND OF THE GIANTS: Bitcoin Reclaims $66K, Kraken Onshores Perpetual Futures, and SpaceX Volatility Ignites Hyperliquid
🎙️ MINERS CAPITULATE, ZIMBABWE REGULATES: Bitcoin Difficulty Drops 10.09%, Sub-Saharan Adoption Surges, and Institutional Funds De-Risk Targets
🎙️ REGULATED MEMES AND QUANTUM THREATS: SEC Approves T. Rowe Multi-Asset ETF, Strategy Rejects Hold Culture, and Centralized AI Gets Banned
🎙️ THE LIQUIDITY DRAIN: Standard Chartered Calls the Bottom, SEC Rewrites Regulation NMS for DeFi, and Bitwise Warns of a $48K Drop
🎙️ THE LIQUIDITY OVERHANG LIFTS: SpaceX Surges 19% in Historic Debut, ETF Redemption Streak Breaks, and Japan Cuts Crypto Tax to 20%
🎙️ SPACEX PRICES AT $135, CFTC PROPOSES PREDICTION MARKET RULES, BOTANIX SHUTS DOWN — BITCOIN HOLDS $62K
🎙️ CPI HITS 3-YEAR HIGH, BITCOIN FALLS BELOW $61K, MORPHO RAISES $175M, HUMANITY PROTOCOL LOSES $36M
🎙️ STRATEGY BUYS THE DIP, 200 FIRMS PUSH CLARITY ACT, AND METAMASK GIVES AI AGENTS A WALLET
🎙️ INFRASTRUCTURE WEEK: CME vs. Perps, Saylor's Bitcoin Ideology Map, and HYPE Is the Only Treasury Not Bleeding
🎙️ THE BANK STRIKES BACK: JPMorgan Plans the Tokenized Deposit Network, Zcash Loses 50% on an Unverifiable Bug, and Bitcoin Needs New Buyers
🎙️ THE GAUNTLET: BTC Bounces Off $61K, Visa Settles Stablecoins in Private, and the Clarity Act Enters Its Final Sprint
🎙️ BOTTOM CALL SEASON: BTC Tests $62K, Bitcoin Buys a House, and Arthur Hayes Bails — SpaceX IPO Edition
🎙️ INFRASTRUCTURE WHILE ROME BURNS: Bitcoin Breaks $66K Again, HYPE Beats SOL, and the CLARITY Act Gets Its Last Gauntlet
🎙️ FREE FALL: Bitcoin Touches $65K, The Clarity Act Is the Last Lifeline, and Stablecoins Take Over the World
🎙️ The Liquidity Shift: ETF Outflows, Policy Locks, and Oracle Disputes
🎙️ The Institutional Retreat and the Corporate Pivot
🎙️ The Permanent Battle: Regulated Perps, Sovereign Reserves, and the Banking Backlash
🎙️ The Sovereign Guard: Institutional Rails and the Defi Infiltration
🎙️ The Structural Pivot: Regulatory Reversals
🎙️ The Trust Horizon: Corporate Moats and the Agentic Economy
🎙️ Sanction Sweeps and the Corporate Supply Squeeze
🎙️ The Structural Rotation: Capital Flight, Embedded Intelligence, and Sovereign Rails
🎙️ The Locked Reserve and the Shrinking Foundation
🎙️ Prediction Wars, Sovereign Defiance, and the Flight to Mars
🎙️ The Public Shift: From IPO Ambitions to the New Financial Architecture
🎙️ The Guarded Threshold: Regulated Markets and the Rise of Autonomous Security
🎙️ Master Accounts and Mega-Treasuries: The Sovereign Digital Integration
🎙️ The Liquidity Migration: Institutional Capitulation Versus On-Chain Equities
🎙️ Open-Source Equities: The SEC’s Radical Innovation Move
🎙️ Big Dot Energy: Corporate Conviction Versus Geopolitical Risk
🎙️ The Sovereign Accumulation and the Regulatory Horizon
🎙️ Skin in the Game: The Trump Portfolio and the Corporate Pivot
🎙️ The Warsh Era Begins: AAA Mainnets and the AI Cyber Threat
🎙️ The Institutional Takeover: Public Mainnets and the Sovereign Battlefield
🎙️ The China Summit: Trump’s Diplomatic Gamble, the Keel AI Pivot, and Shielded BTC
🎙️ The Accumulation Floor: Saylor’s $80k Bet, Circle’s $3B Pivot, and the China Catalyst
🎙️ The Supply Shock: $82k Bitcoin, TeraWulf’s AI Pivot, and the SEC’s DeFi Strike
🎙️ The AI Factory Era: NVIDIA’s $2B Bet, Strategy’s Paper Loss, and Arbitrum’s Court Win
🎙️ The Institutional Grind: $10B AI Deals, Morgan Stanley on E-Trade, and the July 4th Deadline
🎙️ The Independence Day Sprint: AI Miners, $10B Infrastructure Deals, and the Death of the Cycle
🎙️ The Saylor Paradox and the Agentic OS: IREN’s AI Pivot and Solana’s Institutional Surge
🎙️ The Adaptive Bull: AI Pivots, $1T Retirement Inflows, and the Tokenization Trojan Horse
🎙️ The IPO Revolution and the Staking Hegemony
🎙️ Eighty Thousand: The Peace Dividend and the Legal Hijack
🎙️ The Iranian Connection and the Spot Demand Gap
🎙️ The Yield Revolution and the Quantum Hatch
🎙️ Regime Change: From the Fed to the Agentic Economy
🎙️ The Institutionalization of Truth: Prediction ETF's and the Bitcoin Credit Machine
🎙️ The Agentic Super-cycle: Corporate Fortress vs. Physical Risk
🎙️ The Saylor Squeeze: Institutional Inflows versus Retail Fear
🎙️ Divided Fed Holds, Azure Tops One Hundred Billion, Clarity Act Stalls
🎙️ Hawkish Holds and Structural Staking
🎙️ Macro Repricing and Infrastructure Upgrades
🎙️ Macro Repricing and Infrastructure Upgrades
🎙️ WORST MONTH FOR BTC ETFS SINCE LAUNCH, STRATEGY RECOVERS, UK PUBLISHES LANDMARK CRYPTO FRAMEWORK
🎙️ Hawkish Holds and Structural Staking