The Wolf Of All Streets

Bitcoin's chart is flashing the same bear flag pattern that preceded the 2022 collapse, and Ran Neuner w/ Crypto Banter breaks down exactly why that should concern you. We dive deep into the STRC problem nobody is talking about - how Saylor's window to raise capital is shrinking month by month and what happens when the biggest buyer in the market can no longer buy. Plus, Hyperliquid just surpassed Coinbase in valuation, SpaceX and OpenAI IPOs could drain liquidity from every market, and treasury yields are screaming that someone is lying. This is one of the most important conversations we've had this year. Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's show, the panel analyzed Mark Cuban's full Bitcoin sale as classic capitulation and a potential market bottom signal, strongly defending Bitcoin's long-term role as digital gold and an asymmetric inflation hedge. They discussed heavy Ethereum bearishness, highlighted by Bankless co-founders selling their last ETH and declaring the “First Era” over. The conversation also covered Hyperliquid's explosive momentum, the booming AI/agentic economy with privacy-focused tokens like NEAR and Venus, DeFi hacks and risks, and LetIn's regulated Bitcoin lending model. Overall, speakers acknowledged the current crypto winter but remained optimistic about blockchain infrastructure powering the future tokenized AI economy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin is at a crossroads for Mark Cuban as he reveals he sold most of his BTC after the Iran war exposed its broken hedge narrative, while gold rips and the dollar weakens. Meanwhile, Rep. Nick Begich is pushing the ARMA Act to enshrine a Strategic Bitcoin Reserve into federal law, locking in a 20 year minimum hold and stripping future administrations of the power to dump it. Over on Ethereum, a high profile brain drain at the Foundation has Dankrad Feist and Laura Shin sounding alarms about ideology overtaking tokenomics, with critics warning ETH's "original sin" since Dencun is now coming home to roost. We're breaking down what Cuban's exit really signals, whether ARMA can pass before the midterms, and if Ethereum's identity crisis is the buying opportunity of the cycle or the start of something much worse. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin is stuck at $77K while Hyperliquid's HYPE just ripped 53% in seven days, with Goldman Sachs dumping its XRP and Solana ETF positions to rotate straight into HYPE infrastructure. Bloomberg ETF analyst James Seyffart joins the show live to break down what's really happening: the $6.25 billion options expiry showdown on May 29, Bitcoin ETF outflows hitting $1 billion in a single day, Truth Social abandoning its spot Bitcoin ETF race, and why Wall Street's smart money is suddenly more interested in HYPE than the king. Is this a generational rotation, or just another setup before Bitcoin reclaims the spotlight? Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, the panel breaks down President Trump's major Executive Order directing the Federal Reserve to expand access to the financial system — including “skinny” master accounts for crypto firms, fintechs, and non-banks. They discuss redefining what a bank is in the crypto era, the future of fractional reserve banking, stablecoin adoption, making your wallet your bank, Bitcoin as collateral for lending, and the push toward seamless global dollarization. Additional topics include Elizabeth Warren's latest moves, potential inflation measurement changes, Fed policy under new leadership, easier IPO rules for crypto companies, and the massive U.S. budget deficit challenges ahead. A wide-ranging conversation on the next phase of crypto integration into traditional finance. Learn more about your ad choices. Visit megaphone.fm/adchoices

Trump just signed his biggest crypto executive order yet, giving the Fed 120 days to evaluate opening payment rails to Coinbase, Kraken, Circle, Ripple, and Anchorage. The move could break the bank monopoly on Fed plumbing right as Bitcoin sits at $76K after $1B in ETF outflows and $660M in liquidations. Add Warren's attack on OCC crypto charters, JPMorgan saying Bitcoin ETFs are recovering 2X faster than Ethereum, Goldman dumping XRP and Solana for Hyperliquid, and the SEC readying tokenized stocks, and you have one of the most pivotal weeks of the cycle. Is this the bottom, or the setup for Bitcoin's next leg higher? Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin is hanging on the edge at $76K as Treasury yields surge to multi-month highs — sending a clear warning to risk assets across the board. The 10-year is climbing on hot inflation, the Iran war's oil shock, and growing doubts that new Fed Chair Kevin Warsh can deliver the rate cuts Trump is demanding. Spot Bitcoin ETFs just bled nearly $1 billion in 24 hours, BlackRock's IBIT led the redemptions, and Goldman Sachs quietly dumped its entire XRP and Solana ETF stacks while rotating into Hyperliquid. Add Toyota's motor oil shortage, grocery prices jumping 3.2%, NYDIG warning the CLARITY Act could stall past the midterms, and the House finalizing the bipartisan PARITY Act on crypto taxes — and the macro picture is shifting fast. Is Bitcoin on the verge of a deeper breakdown, or is the bond market warning us right before the biggest setup of the cycle? Let's break it all down. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin just dumped to $76,711 — its lowest level in over two weeks — with $660 million in liquidations vaporized in hours as the Iran war, sticky inflation, and a fresh wave of risk-off positioning sent the entire crypto market into a tailspin. The pain is bleeding into Main Street too: Toyota is warning of motor oil shortages, grocery prices just jumped 3.2% year-over-year, and crude oil remains elevated as Putin lands in Beijing to meet Xi just days after Trump's own summit. Meanwhile, NYDIG warns the CLARITY Act could stall past the midterms if the Senate doesn't move before August, Iran is reportedly launching a Bitcoin-settled shipping insurance scheme through the Strait of Hormuz, and Trump's pivot on Chinese farmland and student visas has MAGA in open revolt. Is this a textbook "sell the news" flush after the CLARITY Act win, or the start of something much deeper? Buy the dip — or run for the hills? Learn more about your ad choices. Visit megaphone.fm/adchoices

President's Council of Advisors for Digital Assets Patrick Witt reveals a major breakthrough is coming on the Strategic Bitcoin Reserve, shares why legislation must be codified before regime change can reverse everything, and explains why banks actually need the Clarity Act more than crypto does. We dive into the new ARMA bill designed to lock the Bitcoin reserve into law, the stablecoin yield compromise that has both sides equally unhappy, and why this could be the most impactful piece of financial legislation in American history — all happening before the summer deadline. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin isn't an investment to me — it's an exit. And here's the exact moment it clicked: watching 40% of all dollars get printed in two years, realizing inflation isn't prices going up but the ruler being stretched, and understanding that every dollar you save is quietly being drained by people you never elected. I break down why Bitcoin is the first money in history that nobody can print, nobody controls, and nobody can take from you. This isn't financial advice — it's the honest explanation I wish someone gave me years ago. Learn more about your ad choices. Visit megaphone.fm/adchoices

The CLARITY Act just cleared the Senate Banking Committee in a 15-9 vote, sending the most consequential crypto market structure bill in U.S. history to the full Senate floor — and Bitcoin sits on edge at $81K trying to decide if the news is already priced in. The catalyst stack is massive: Jerome Powell officially exits as Fed chair as Kevin Warsh takes over under Trump's pressure to cut rates, Bloomberg warns that AI-powered North Korean hackers have already drained nearly $600 million from DeFi this year and are putting the $130 billion sector on the brink, and a fresh Politico poll shows Americans still distrust both crypto and AI even as Fairshake's $28M PAC blitz reshapes the midterms. Add yesterday's $630M Bitcoin ETF outflow, Coinbase's Brian Armstrong calling the bill a "true compromise," and crypto stocks ripping (COIN +10%, MSTR +7%, MARA +7%) — and the question becomes whether this is the launchpad for Bitcoin's next leg up or a textbook "sell the news" trap. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin ETFs just bled $630.4 million in a single day — the biggest outflow in over three months — as BTC broke below $80K to $79,200, Solana cratered 5.6%, and BlackRock's IBIT led the redemptions on the back of hot inflation data and Xi's Taiwan warning to Trump. The macro shakeout collides with the most pivotal crypto policy moment of the year: the Senate Banking Committee is marking up the 309-page CLARITY Act today with over 100 amendments on the table, while Coinbase's Brian Armstrong calls it a "true compromise" that could transform US finance. Add Metaplanet's $725M Q1 loss on its 40,177 BTC stack and Anthony Scaramucci doubling down on his S-curve adoption thesis, and the question becomes: is this the bottom — or just the beginning of the shakeout? Learn more about your ad choices. Visit megaphone.fm/adchoices

Arthur Hayes joins the show with a bold call: Bitcoin is headed to new all-time highs, and the catalysts are stacking up fast. With BTC holding strong at $82K, JPMorgan going all in on tokenization via its new JLTXX Ethereum fund, Schwab rolling out spot crypto to 35 million retail clients, and Morgan Stanley triggering a fee war on E*Trade — Wall Street's crypto invasion is no longer a thesis, it's the trade. Add DTCC tapping Chainlink for a $4.7 quadrillion tokenized collateral platform, the Senate Banking Committee marking up the 309-page CLARITY Act this Thursday, and Saylor unveiling a $2.2B tax-loss playbook while still pledging to buy 10 to 20 BTC for every one sold — and the setup is loaded. Hayes lays out why he believes Bitcoin's next leg up will catch everyone off guard, and how to position for the move before the breakout hits. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Crypto Town Hall episode, the team discusses quiet markets amid the Bitcoin dip, macro uncertainty, and the explosive Clarity Act markup. They rip into Elizabeth Warren's 100+ anti-crypto amendments targeting self-custody (Section 604), Fed master accounts, and stablecoin yields, while slamming the desperate banking lobby's resistance. Other topics include the future of self-custody and tokenized banking, Ethereum's strong utility vs stagnant price, AI agents & micropayments (x402), and why crypto innovation will ultimately prevail. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin is testing its 200-day SMA near $82K as the Senate Banking Committee drops a 309-page CLARITY Act draft ahead of Thursday's pivotal May 14 markup vote — a moment that could redefine US crypto policy and unlock the next institutional wave. With $858M flooding into crypto funds last week, Saylor unveiling a $2.2B tax-loss harvesting playbook, and Wall Street giants like BlackRock, Apollo, and a16z pouring hundreds of millions into Circle's Arc and Canton Network, the setup is loaded. Add Morgan Stanley triggering a crypto fee war on E*Trade, Ray Dalio warning central banks won't touch Bitcoin, and the Iran-driven oil shock rattling markets — and you've got one of the most consequential weeks of the cycle. Is the breakout finally here? Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Crypto Town Hall, the crew breaks down Circle's big $222M ARC token raise at a $3B valuation from BlackRock, Apollo, and a16z. They debate whether ARC actually has real utility (governance, staking & security) now that USDC will be the gas token, how the token value stacks up against Circle's equity, and if this is legitimate infrastructure play or just smart financial engineering. They also discuss tokenomics, the flaws with most governance tokens, network effects, XRP/Ripple comparisons, meme coins & community value, and the future of tokenized infrastructure. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin is testing its 200-day SMA near $82K as $858M floods into crypto funds and Wall Street's biggest names — BlackRock, Apollo, and a16z — pour hundreds of millions into Circle's Arc and Canton Network. Add Saylor's $2.2B tax-loss play, a Coinbase earnings miss, and record stock highs colliding with Iran-driven oil spikes, and the macro setup is as pivotal as it gets. Is the next leg up finally here? Learn more about your ad choices. Visit megaphone.fm/adchoices

Michael Saylor has said "never sell your Bitcoin" for years — but in this exclusive interview at Consensus in Miami, he told me why that's changing. Strategy now holds 818,000 Bitcoin worth $65 billion, and Saylor explains why signaling a willingness to sell is actually critical to protecting the asset's value on their balance sheet. But here's the twist: for every Bitcoin they sell, they're buying back 5 to 10x more in the same month. He also breaks down how STRC has exploded from zero to $8.5 billion in eight months, why DeFi builders are already tokenizing it into yield coins, and how digital credit could reshape the entire crypto ecosystem. This is the conversation Wall Street and crypto Twitter need to hear. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Crypto Town Hall, the team recaps key takeaways from Consensus 2026 and breaks down Bitcoin's resilient price action near $80K. They discuss the maturing industry mindset — where Bitcoin is now treated as a mainstream financial asset — evolving token utility, regulatory progress, and the shifting value models in crypto. The conversation also covers Coinbase's disappointing earnings and management critiques, Morgan Stanley's aggressive crypto expansion, and an in-depth debate on MicroStrategy's $STRC, its yield strategy, risks, and long-term potential. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin is entering a new phase where the biggest moves are no longer driven by retail hype but by corporate treasuries and Wall Street capital flows. JPMorgan now estimates Strategy could buy up to $30 billion worth of Bitcoin this year alone, while the company behind it is reportedly shifting away from its famous “never sell Bitcoin” stance—signaling a major evolution in how BTC is managed at scale. At the same time, Coinbase earnings show continued pressure from slowing trading activity, even as the industry pivots toward stablecoins, subscriptions, and regulation-driven growth, with U.S. crypto legislation momentum building that could reshape the entire market structure. Learn more about your ad choices. Visit megaphone.fm/adchoices

Live from Consensus in Miami, Dave and guests discuss Bitcoin around $82K, surging institutional adoption, and tradfi professionals entering crypto. They cover tokenization, stablecoins, blockchain integration in traditional finance, DTCC's tokenization efforts, ETF potential, and the shift toward on-chain rails over the next 3–7 years. Additional topics include MicroStrategy's strategy and Michael Saylor's comments on selling small amounts of Bitcoin to fund STRC dividends while remaining a net buyer, tax loss harvesting, BTC-per-share growth, and shareholder value for Bitcoin treasury companies. They also explore DeFi challenges (AMMs vs. order books, stock loan disruption), AML/KYC and regulatory issues (Clarity Act), and the rise of institutional credit and lending products. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin is back above $81K, Strategy stock is up 50% in a month, and the crypto industry is riding a massive wave of momentum — but not everything is bullish. Coinbase just laid off 14% of its workforce, blaming AI and a down market, while Aave is locked in an emergency legal battle to unfreeze $71 million in ETH tied to a North Korea hack. Meanwhile, the CLARITY Act is closer than ever to becoming law, Circle exploded nearly 20% on the news, DTCC is piloting tokenized securities trading with BlackRock, JPMorgan, and Goldman Sachs, and crypto exchange Bullish just dropped $4.2 billion to acquire Equiniti. We're breaking it all down live. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today the panel discusses the banking lobby's push for regulatory clarity, the Stablecoin bill's impact on Coinbase/Circle, and DTCC's upcoming tokenized securities pilot. They explore why institutions are choosing public blockchains like Ethereum, debate token valuations vs. infrastructure-like economics (TCP/IP vs. applications), and examine permissionless innovation, DeFi, and long-term competitive dynamics in crypto. Learn more about your ad choices. Visit megaphone.fm/adchoices

A four-star admiral just stood on the floor of Congress and told senators that the US military is actively researching Bitcoin for national defense. Not as an investment. Not as a hedge. As a weapon. In this episode, Dennis Porter of Satoshi Action Fund breaks down what happened in that room, why the Pentagon is running a Bitcoin node, how proof of work can protect military communications from Chinese cyberattacks, and why 97% of mining hardware being made in China is a massive national security problem. He also reveals the behind-the-scenes fight to get a strategic Bitcoin reserve attached to the NDAA, why the crypto market structure bill is likely dead because of one clause nobody is talking about, and why states are quietly banning Bitcoin ATMs while the federal government stockpiles it. This is the most important Bitcoin policy conversation happening right now, and almost nobody is paying attention. Learn more about your ad choices. Visit megaphone.fm/adchoices

The White House says crypto will "take off like a rocket ship" once the CLARITY Act passes — but will it actually happen? Senate Banking Chair Tim Scott says they're "in the red zone" with a May markup locked in, while Polymarket odds have slipped to 46% and one Republican senator is threatening to kill the bill over Trump's crypto ties. Meanwhile, Morgan Stanley just outlined five reasons they're bullish on crypto and launched their own Bitcoin ETF, stablecoin card spending has surged 500% to $600 million a month with Visa capturing 90% of transactions, and Meta is now paying creators in USDC. But oil is the wildcard — Brent spiked to $126 a barrel this week as Trump faces a War Powers deadline on Iran, and rising energy costs are keeping inflation hot and the Fed locked in place. We break down what all of this means for Bitcoin and crypto live. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin holds steady while DeFi scrambles through a $300 million bailout after the Kelp DAO hack raising real questions about how decentralized DeFi actually is. Meanwhile, stablecoins are making moves. Meta is paying creators in USDC, Tether proposed a mega merger to build the biggest public Bitcoin company, and the Treasury seized nearly $500M in Iranian crypto. The Fed is expected to hold rates in Powell's likely final meeting, and Wall Street just split on whether quantum computing is coming for Bitcoin's encryption. We break it all down live. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Crypto Town Hall, the team discusses Paul Tudor Jones' bullish take on Bitcoin as the best inflation hedge over gold and his warnings about extreme U.S. stock market overvaluation. They then break down the DeFi United bailout after the latest hacks and toxic debt on Aave, debating if it's a sign of industry maturity or dangerous “too big to fail” behavior. The conversation also covers the shift from DeFi yield farming into Bitcoin, MicroStrategy's STRC, and the future of crypto treasuries. Learn more about your ad choices. Visit megaphone.fm/adchoices

Wall Street just split on the biggest threat facing Bitcoin — and it's not regulation. Goldman Sachs walked away from quantum computing research while JPMorgan doubles down with a 50-person team. Coinbase is warning the industry has 5 to 10 years before quantum machines can crack blockchain encryption, and one Bitcoin developer is already proposing a hard fork to reassign Satoshi's coins before that window closes. Meanwhile, the Fed is expected to hold rates steady in what could be Powell's final meeting as chair, DeFi is scrambling through a $300 million bailout after the Kelp DAO hack, and the Treasury just froze $344 million in crypto tied to Iran. We break it all down live. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin buying has hit overdrive! ETFs, funds, and businesses now hold over 14% of the total supply, Strategy and BlackRock keep stacking, BitMine dropped $294 million on Ethereum in a single day, and a Strategic Bitcoin Reserve announcement is coming in weeks. But the real clock is the Clarity Act — the Senate has 10 weeks to pass it or insiders warn it won't come back until 2030. Today we break down the accumulation race, DeFi's $300 million Aave bailout, and why the next 10 weeks could define crypto's future. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Crypto Town Hall, the panel breaks down Bitcoin's current consolidation in the high $70Ks after another rejection at $80K, strong ETF inflows led by BlackRock, and institutional momentum. They discuss the controversial Trump Meme Coin Gala and its potential to damage the Clarity Act while giving ammo to crypto critics. Other topics include MicroStrategy's massive BTC accumulation, quantum FUD, DeFi exploits, Bitcoin fork debates, and the key differences between Bitcoin's leaderless resilience and struggling altcoins like Cardano. The conversation also touches on founder fatigue, event fatigue with Bitcoin Conference Vegas, and why FUD remains a long-term buying opportunity for Bitcoin. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Strait of Hormuz has been closed for over 60 days in the biggest oil supply shock on record, peace talks just collapsed again, and Iran's foreign minister is now in Moscow meeting Putin while Trump's negotiating team stays home. Farmers can't afford fertilizer, high earners are living paycheck to paycheck, and the U.S. government is accepting donations to pay down $39 trillion in debt. Yet Bitcoin keeps climbing — Strategy and BlackRock are still buying, 100+ crypto firms are pushing the Senate to finally pass the Clarity Act, and Kevin Warsh just cleared his path to replace Jerome Powell with a plan to completely overhaul the Federal Reserve. Today we break down why Bitcoin keeps rising while everything around it cracks, what Warsh's "regime change" at the Fed actually means for markets, and whether crypto is front-running something the rest of the financial system hasn't priced in yet. Learn more about your ad choices. Visit megaphone.fm/adchoices

"I didn't want to play dominoes with the other inmates so I wrote a book." CZ sits down with Scott Melker for his most personal interview yet, revealing the full story behind Freedom of Money — written in federal prison with just 15 minutes a day on a shared computer. From growing up with a dirt floor in rural China to building the world's largest crypto exchange in five months, CZ opens up about choosing prison over hiding, receiving a presidential pardon from Trump, and why he's never been more optimistic about Bitcoin's future. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Crypto Town Hall, the hosts analyze Bitcoin's technical setup and bullish potential for a weekly close above $75K amid a heavily shorted rally. They highlight a U.S. Admiral's testimony on Bitcoin as a national security asset, with the military running nodes and exploring Proof of Work to secure data against AI spoofing. The conversation covers Morgan Stanley's new Stablecoin Reserves Portfolio positioning the bank as reserve manager for stablecoin issuers, followed by a lively debate on stablecoins' value for global financial inclusion versus being synthetic fiat. Finally, they break down the Kelp DAO hack's contagion effects on Aave, DeFi's risk repricing, lack of bankruptcy protections, and why regulated lending may be safer for institutions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Strategy scooped up nearly 52,000 BTC in April alone, Morgan Stanley keeps buying, Kevin O'Leary is calling for $200K, and Blockchain Capital is raising $700 million in fresh crypto funds. But while everyone fights over the same two assets, Solana quietly did $198 billion in DEX volume last month, outpacing centralized exchanges with tighter spreads than Binance. Lets break down why the smart money might be looking at the wrong chart, plus we cover the SpaceX-Cursor $60 billion bombshell, FTX's $3 billion mistake, OpenAI poaching Coinbase execs, and whether the biggest opportunity in crypto is hiding in plain sight. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Crypto Town Hall episode, the team breaks down Bitcoin breaking $79K amid the Iran ceasefire, strong ETF inflows, short squeezes, and macro liquidity improvements. They also cover Justin Sun suing World Liberty Financial, the NY AG targeting Gemini and Coinbase on prediction markets, Polymarket and Calci launching 10x leveraged perps on events like weather, DeFi hacks exposing centralization risks, the Avis Budget short squeeze drama, and debates on gambling fever as a potential market top signal. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin just surged past $78,000 to an 11-week high after Donald Trump announced an indefinite Iran ceasefire extension—fueling a global risk-on rally across markets. With strong institutional demand, including continued buying from Strategy, and $80K now acting as the key resistance level, traders are watching closely for a potential breakout and short squeeze. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin continues to outperform through chaos—war, bank runs, and market stress—while institutions like Charles Schwab and Strategy double down with major allocations and billions in new BTC buys. At the same time, a massive exploit tied to Kelp DAO has triggered panic across DeFi, with over $9 billion pulled from Aave and fresh concerns about systemic risk as hacks continue to mount. So is Bitcoin proving it's the only thing that thrives in crisis while the rest of crypto struggles—or is this just another shakeout before the next big move? Learn more about your ad choices. Visit megaphone.fm/adchoices

Global tensions are escalating fast, with conflict in the Middle East now threatening one of the most critical energy chokepoints in the world. Oil markets are on edge, geopolitical risk is rising, and yet—stocks continue to rally at one of the fastest paces in decades. So what's really going on? In this stream, we break down the disconnect between rising global instability and bullish market behavior, the growing risks in energy, debt, and liquidity, and why some experts are warning of a potential breaking point ahead. Are markets pricing this in—or completely ignoring it? Learn more about your ad choices. Visit megaphone.fm/adchoices

"Nothing has structurally changed since Bitcoin hit all-time highs — the spring is coiled to the upside." Coinbase executive John D'Agostino sits down with Scott Melker to break down how Bitcoin price discovery really works, why the Jane Street manipulation story is laughable, and why Morgan Stanley and Goldman Sachs entering Bitcoin is a bigger deal than anyone realizes. They also cover AI agents using crypto as their payment rail, Hyperliquid's after-hours commodity trading, and D'Agostino's bold 2026 predictions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today on Crypto Town Hall, the panel discusses Bitcoin surging above $77K as the Straits of Hormuz reopen to commercial traffic, triggering a sharp drop in oil prices and a broad risk-on rally across markets. They cover the rapid V-shaped recovery, liquidity infusions, failing doomer predictions, Charles Schwab's launch of spot Bitcoin and Ethereum trading, updates on the Clarity Act, Adam Back's quantum comments, MicroStrategy's momentum, STRC yields, institutional adoption, tokenization, and ongoing regulatory developments. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin whales are accumulating at a record pace, scooping up over 270,000 BTC in just 30 days as exchange reserves hit multi-year lows and available supply tightens. While price hovers near key levels, institutions and large players appear to be positioning aggressively behind the scenes, signaling growing confidence despite rising macro and political uncertainty. With supply shrinking and demand building, this could be setting the stage for a major move—but is it the start of a breakout, or something more complex unfolding beneath the surface? Learn more about your ad choices. Visit megaphone.fm/adchoices

Today on Crypto Town Hall, the panel breaks down the Clarity Act delay and low odds of favorable crypto legislation, Michael Saylor's STRC “infinite money glitch” powering massive Bitcoin purchases, Basel III capital rules for banks, agency guidance from SEC/CFTC, Kevin Warsh's crypto-heavy portfolio as potential Fed chair, and controversy around Trump's World Liberty Financial token unlocks and ethics issues. The group debates if the current administration has been a net positive or negative for crypto. Learn more about your ad choices. Visit megaphone.fm/adchoices

Is Michael Saylor quietly triggering a Bitcoin supply crisis? While most of the market is focused on short-term price action, billions of dollars are flowing into Bitcoin behind the scenes through Strategy's aggressive accumulation and ETF demand. In just days, massive buying has absorbed tens of thousands of BTC, signaling that strong hands are stepping in while weaker participants exit. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin is ripping toward $75K, up 17% since the U.S.–Iran war kicked off and outperforming stocks, gold, and silver as traders call Trump's bluff on the Strait of Hormuz. But while the S&P sits 3% from all-time highs, consumer sentiment just hit the lowest level in recorded history. Add in the Clarity Act returning to the Senate, stablecoin payments moving tax-free, the Fed approving Kraken as the first digital asset bank, Deutsche Börse dropping $200M into Kraken, a Kraken extortion scandal, and the Bitcoin halving officially hitting its halfway mark — and you've got the most confusing market in modern history. Today we break down whether Bitcoin is front-running a policy-driven breakout, or masking the fractures forming underneath the entire financial system. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Crypto Town Hall, Scott and guests dive deep into the ongoing World Liberty Financial drama. What started as a Trump-backed DeFi project promising to help the "debanked" has turned into a major controversy, with massive token locking, high utilization on Dolomite lending pools, and over $150M reportedly extracted in stablecoins while investors remain locked out. The conversation explores the project's questionable origins, governance issues, and the broader implications for crypto's reputation and upcoming legislation like the CLARITY Act. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin keeps running into a wall of selling above $70K — roughly $20M/hour in profit-taking — and now that wall has geopolitical weight behind it after the Islamabad peace talks collapsed, Iran's Strait of Hormuz stays effectively closed, and Trump ordered a naval blockade of Iranian ports starting this morning. That's pushing oil toward $100/barrel and forcing tanker traffic into a full reroute away from the Gulf, which benefits US energy exports but hammers Japan, South Korea, and India hardest. Meanwhile the dollar's long-term slide continues — now just 46% of global FX and gold reserves, a 26-year low — even as M2 keeps expanding at 4.8% YoY, and central bank gold holdings have officially eclipsed US Treasury holdings for the first time since '96. And on the crypto side, the WLFI vs. Justin Sun feud is turning into a full legal brawl over a $75M loan dispute, backdoor token blacklisting, and accusations flying both ways — exactly the kind of circus that undermines crypto's push for institutional credibility. Learn more about your ad choices. Visit megaphone.fm/adchoices

#Bitcoin #Crypto #Finance Ben Cowen joins me to break down why Bitcoin still looks like it's following the same midterm-year pattern we've seen before, why he thinks the low is probably not in yet, and why a move below $60K later this year is still very much on the table. We talk about why bear markets spend more time grinding up than crashing down, why Bitcoin may not make new highs again until the next cycle, why retail topped on apathy instead of euphoria, and why Ben thinks most altcoins are still just a casino. We also get into oil, energy stocks, manufacturing, stablecoins, and why the real lesson of this cycle may be that crypto spent too much time chasing speculation instead of building products people actually use.

In this episode, the team breaks down the controversial World Liberty Financial (WLFI) drama after they borrowed $75M in stablecoins against billions of their own WLFI tokens on Dolomite — temporarily trapping depositors and pushing the pool to near 100% utilization. The discussion explores whether this self-referential lending move is smart DeFi engineering or a major red flag for the broader ecosystem, its potential impact on the upcoming Clarity Act, and the critical need for better disclosure and transparency in DeFi. The conversation also touches on quantum computing risks to XRP vs Bitcoin, market liquidity dynamics, and why basic regulatory clarity matters. Learn more about your ad choices. Visit megaphone.fm/adchoices

Markets are flashing warning signs across the board, and investors are starting to pay attention. From slowing economic growth and tightening global liquidity to rising systemic risks and controversial moves in the crypto space, cracks are beginning to form beneath the surface. At the same time, institutions continue to step into Bitcoin, with strong ETF inflows signaling growing long-term confidence despite short-term uncertainty. Learn more about your ad choices. Visit megaphone.fm/adchoices

Is the Bitcoin bottom finally in? Tom Lee thinks so, calling a turning point after the Iran ceasefire as his firm aggressively accumulates ETH and crypto funds see renewed inflows. At the same time, Morgan Stanley just launched the first major U.S. bank Bitcoin ETF, signaling that Wall Street isn't waiting around—they're already positioning. Meanwhile, stablecoins are projected to reach trillions (even quadrillions) in volume, regulators are stepping in, and new innovations like quantum-resistant Bitcoin tools are reshaping the future of the space. So is this the start of the next bull market—or just another trap before the next move? Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's Crypto Town Hall, the crew discussed rising oil prices and the Middle East ceasefire, with speculation that Iran may accept stablecoins for Strait of Hormuz tolls — a potential blow to the petrodollar. Markets rallied on short covering across Bitcoin, Ethereum, silver, and stocks, while Bitcoin remains in a 60k–74k range. They highlighted the White House report dismissing bank concerns over stablecoin yields, XRP's largest institutional surge (25% planning exposure in 2026), Adam Back saying “I'm not Satoshi,” Morgan Stanley's new Bitcoin ETF, and Binance dominating Q1 2026. Learn more about your ad choices. Visit megaphone.fm/adchoices