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Plus: Nvidia invests $3.5 billion in Taiwanese chipmaker MediaTek . And Strategy buys bitcoin for the first time since June. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Michael Saylor broke a 10-week silence with a "We're ₿ack" post, and Strategy disclosed 4,603 BTC for $370 million at an average of $80,318. Holdings now sit at 845,050 BTC with $6.71 billion in USD assets and net leverage at 0.0%. We break down what changed, why he was a net seller during the pause, and what Warsh's hawkish turn means for the macro setup heading into September.~This episode is sponsored by iTrust Capital~iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaul00:00 Intro00:10 Sponsor: iTrust Capital00:50 Crypto greed 75%01:15 Disbelief?01:45 Mike McGlone: Being bearish vs shorting03:00 Scott Bessent: Drunkenmiller lost a bunch of money04:30 Sidelined money will chase pump05:00 Tom Lee: Why markets can rally in September06:20 Fed rate hike odds jump07:00 Mark Cudmore: Warsh restored Fed credibility08:25 Tom Lee: Is crypto winter over?09:45 Saylor finally buys Bitcoin10:15 Saylor tracker11:10 BMNR Buyback program12:00 Tom Lee: Buyback strategy13:30 Solana vote passed despite institutions#bitcoin #Crypto #Ethereum~Saylor Finally Buys Bitcoin Again!
Prof. Richard Werner is one of the best known economists in the world. Amir Taaki is one of the most famous cryptographers and cypherpunks of his generation. Together, they join forces to defeat centra planning & stop the rise of CBDCs. Time stamps: 0:00 - Intro: A Crossover Panel at Mallorca Blockchain Days 2:02 - Werner's Paradigm: Why Mainstream Economics Is Charlatanism 5:52 - David Ricardo, Karl Marx & the Single Central Bank Dream 7:02 - Scientific Economics: The German Historical School & East Asia 9:25 - The Subsidiarity Principle: Lessons from the Prussian Army 12:46 - Decentralization in Money: 25,000 Local Banks 15:10 - Europe in Decline: Germany's Negative Growth & Rising Controls 17:20 - Germany Is Not Sovereign: The Occupation Statutes Theory 20:45 - The Undemocratic EU: A Soviet-Style Rubber Stamp Parliament 21:58 - Article 146: Germany's Path to a Real Constitution 24:39 - Direct Democracy via Technology: Why Do We Need Representatives? 26:00 - Amir Asks: What Does the Ideal Society Look Like? 27:13 - Switzerland's Referendum Culture as the Model 29:30 - The Scarcity Lie: Every Country Can Have 15% Growth 32:15 - Disaggregated Credit: Productive vs. Non-Productive 33:24 - Why One Currency? Medieval Bonds & Local Money 35:36 - The Wörgl Experiment: Full Employment in the Great Depression 38:04 - Tally Sticks: The Original Public/Private Key Money 40:10 - Local Credit as a Social Force Under Community Control 43:09 - Sea Power vs Land Power: The Bank of England's Origins 47:07 - 1688: The Foreign Invasion Nobody Talks About 49:49 - Belt & Road, Iran, and the Real Target: China 51:47 - Sponsors: Cake Wallet, LayerTwo Labs, Orange Rock, Braiins, SideShift 54:22 - The Year in Privacy: FHE, Obfuscation & the Zcash Hack 56:35 - The Year in Economics: Chat Control & the Digital Prison 57:46 - CBDC Explained: The Umpire Who Wants to Play 59:04 - How a Banking Crisis Ushers in the Soviet System 1:01:07 - Q&A: How Can Politicians Create Growth? 1:06:31 - Q&A: Why Did the Soviet Union Collapse So Suddenly? 1:12:05 - The $100 Cake Wallet Prize Vote 1:13:07 - Closing Question: What Do You Think of Bitcoin Today? 1:14:07 - Amir on Bitcoin: No Leadership, Proletariat Vibes & Trump Dependency 1:17:05 - Werner: Bitcoin Works as an Asset, Fails as Money 1:18:18 - Bitcoin, Geopolitics & Iran Charging Shipping Fees in BTC 1:20:32 - Gold, Cash & the War on Alternatives 1:22:51 - Closing
The financial system is moving fast — and XRP keeps showing up exactly where the next phase of money is being built. Mastercard is sponsoring the XRP Ledger Hackathon in New York just ahead of Ripple Swell. At the same time, 39 U.S. state banking associations are launching the BankChain Alliance to explore tokenized deposits, stablecoins, and smart payments. Crypto-backed mortgages are moving into the mainstream. AI-driven finance is expanding on XRPL. Hedera is pushing blockchain directly into AI development tools. And Michael Saylor is still stacking Bitcoin at a scale almost nobody else can match. These are not isolated headlines. They point to the same thing: The line between traditional finance and digital assets is disappearing. And if XRP is already positioned inside the rails being built for payments, tokenization, stablecoins, and agentic finance... there may be NO GOING BACK. Tonight on On The Chain, Jeff and Chip break down: • Mastercard's move into the XRP Ledger ecosystem • Why the XRPL Hackathon ahead of Ripple Swell matters • 39 state banking associations building blockchain infrastructure • Tokenized deposits, stablecoins, and smart payments • Crypto-backed mortgages moving into traditional finance • The rise of agentic finance on XRPL • Hedera, AI tools, and the emerging machine economy • Michael Saylor's latest Bitcoin move • What all of this could mean for XRP and the broader crypto market SUPPORT ON THE CHAIN ☕ Badassery Coffee https://badasserycoffee.com
Casey Rodarmor and Erin Redwing dive deep into Paul Sztorc's eCash Bitcoin fork and the return of the Bitcoin fork wars. The fork implements Drivechain through BIP 300 and BIP 301, allowing Bitcoin to support side chains for privacy, prediction markets, decentralized exchanges, assets, DNS, post-quantum cryptography, and more — without adding those features directly to Bitcoin Core.We break down how hashrate escrow and blind merge mining actually work, the seven proposed Drivechain side chains, the controversial redistribution of 500,000 of Satoshi's coins, and the central question hanging over the entire proposal: can Bitcoin miners actually be trusted to make this work?Get bonus content by subscribing to @hellmoneypod on X: https://x.com/hellmoneypod/creator-subscriptions/subscribeOr support the podcast by sending a BTC donation: bc1qztncp7lmcxdgude4px2vzh72p2yu2aud0eyzys ORDINALS SHIRT: https://shop.inscribing.com/products/ordinals-protocol-shirtTIMESTAMPS:0:00 Intro8:18 Fork Wars: Paul Sztorc's eCash Bitcoin Fork11:17 What is Drivechain? BIP 300 & BIP 30112:56 Satoshi Coin Redistribution & Drivechain Timeline14:17 Side Chains: Bitcoin's White Whale18:04 Blockstream's Liquid & Why Side Chains Fail21:22 Lightning vs Side Chains23:07 Hashrate Escrow Deep Dive: How BIP 300 Works28:00 Blind Merge Mining & Core Untouched Soft Fork32:28 The Seven Proposed Drivechain Side Chains36:30 Who Validates the Side Chains?40:40 Are Miners Stupid or is Drivechain Stupid?44:00 Paul Sztorc's Integrity & Pathological Honesty51:00 The Fork Wars: Luke vs Paul vs Michael59:00 What Makes Bitcoin Bitcoin?1:04:00 Should You Spend Your Bitcoin? Deflationary Psychology1:13:00 The Future of Bitcoin & Sovereign Individuals1:20:00 OutroTopics covered: Drivechain, Paul Sztorc, eCash, BIP 300, BIP 301, Bitcoin side chains, hashrate escrow, blind merge mining, Bitcoin miners, Satoshi Nakamoto coins, BIP-110, Luke Dashjr, Michael Saylor, Bitcoin ossification, Lightning Network, Bitcoin scaling, privacy, prediction markets, Bitcoin hard forks, Bitcoin governance, and the future of Bitcoin.
Was this the greatest week in crypto history? On this episode of The Crypto Rundown, host Mark Longo is joined by Pat Wood, President and CEO of DelphX Capital Markets, to break down an explosive week across the cryptocurrency markets. Bitcoin comes roaring back with a massive rally and surging ETF inflows, while activity and volatility heat up in IBIT and MSTR. We examine what the move means for Bitcoin traders, whether this rally has staying power, and why Pat believes the next generation of digital asset treasuries needs to think beyond simply buying and holding. Then we venture into the Altcoin Universe, where the rally is spreading fast. Ethereum finally wakes up, Solana shows signs of life, XRP surges, and HYPE/Hyperliquid continues to generate serious buzz. We also examine the wild options activity in ETHA, BMNR, Circle (CRCL), and PUR, including the rush for upside exposure as crypto traders embrace the rally. Plus, we discuss: Bitcoin's monster weekly rally and whether it can continue The resurgence in IBIT options volume and volatility MSTR, Michael Saylor and the future of digital asset treasury strategies Using covered calls and collars in crypto Ethereum's dramatic comeback The latest action in Solana, XRP, Dogecoin and other altcoins The growing excitement surrounding Hyperliquid and HYPE Why crypto market structure may be entering a new phase
Was this the greatest week in crypto history? On this episode of The Crypto Rundown, host Mark Longo is joined by Pat Wood, President and CEO of DelphX Capital Markets, to break down an explosive week across the cryptocurrency markets. Bitcoin comes roaring back with a massive rally and surging ETF inflows, while activity and volatility heat up in IBIT and MSTR. We examine what the move means for Bitcoin traders, whether this rally has staying power, and why Pat believes the next generation of digital asset treasuries needs to think beyond simply buying and holding. Then we venture into the Altcoin Universe, where the rally is spreading fast. Ethereum finally wakes up, Solana shows signs of life, XRP surges, and HYPE/Hyperliquid continues to generate serious buzz. We also examine the wild options activity in ETHA, BMNR, Circle (CRCL), and PUR, including the rush for upside exposure as crypto traders embrace the rally. Plus, we discuss: Bitcoin's monster weekly rally and whether it can continue The resurgence in IBIT options volume and volatility MSTR, Michael Saylor and the future of digital asset treasury strategies Using covered calls and collars in crypto Ethereum's dramatic comeback The latest action in Solana, XRP, Dogecoin and other altcoins The growing excitement surrounding Hyperliquid and HYPE Why crypto market structure may be entering a new phase
Michael Saylor's war chest. Strategy raised about $2 billion last week and created a new "USD Cash" pool, giving it $6.69 billion in dollar liquidity that can be used to buy more bitcoin, repurchase shares, or repay debt. The company left its 840,447 BTC untouched for a second straight week. CoinDesk's Uyen Truong hosts "CoinDesk Daily." - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at realfi.co. - This episode was hosted by Uyen Truong. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
Kurt Wuckert Jr. is best known for his work at Gorilla Pool and CoinGeek. In this interview, he explains why BSV formed from BCH, what are the biggest differences between the two versions of big block Bitcoin, and why he believes he found Satoshi Nakamoto. 00:49 – The Cake Wallet contest explained 01:22 – Who is Kurt Wuckert Jr? Print shop, 2012, and the making of a big blocker 02:07 – The OP_RETURN reduction that killed his tokenization project 03:28 – The Hodlonaut photo controversy in Oslo: Kurt's side of the story 07:02 – Vlad on the fallout: friendship, slander, and psychological damage 09:21 – The handshake Hodlonaut refused, and Kurt's public apology 12:03 – The irony: Hodlonaut now sounds like a 2016 big blocker 13:53 – Dan Kaminsky's 2011 gigabyte block slides 15:46 – Andrew DeSantis, world computer ideas before Vitalik 17:13 – Why Mike Hearn was Kurt's first big block influence 19:14 – BIP 101, 102, 103: when block size was not controversial 22:46 – Gavin's 8 GB by 2036 plan and Jeff Garzik's modest 2 MB 25:23 – Lightning, Liquid, and the migration of activity to other chains 29:03 – Vlad's Raspberry Pi Lightning node confession 30:42 – Jack Dorsey and the lightning bank thesis 32:19 – BTC's share of market cap vs its share of transactions 32:42 – Tether on Tron and the Tetheral Reserve 35:39 – IShowSpeed in Nigeria: USDT accepted, Visa declined 37:36 – Chat question: what if Michael Saylor called to pivot to BSV? 40:24 – Saylor's anti-development tweets and the perfectionism trap 41:37 – SPV debates and engineering for perfection 44:24 – Why Bitcoin Core devs do not stack 47:01 – The 2018 inflation bug disclosed by a BCH developer 48:23 – The DDoS attacks on Bitcoin XT nodes 48:58 – The Resolution of the Bitcoin Experiment and the Mike Hearn wish 51:18 – The merchant adoption Bitcoin lost 52:24 – WBTC's 120,000 BTC vs Lightning's 5,000 53:09 – Sponsors: Braiins, Cake Wallet, SideShift, OrangeRock, Ecash 59:38 – Kurt on drivechains and Paul Sztorc 1:03:36 – The BCH/BSV split: what actually happened in November 2018 1:08:08 – Rolling checkpoints and the night of the fork 1:11:46 – Where Kurt was when the chain split 1:16:47 – Kurt's coin strategy: the Satoshi index of unsplit UTXOs 1:21:10 – The Binance delisting wave and Paolo Ardoino's defense 1:24:17 – Who invests and builds in BSV: Calvin Ayre, Tokenovate, Gorilla Pool 1:31:41 – Kurt's presentation to one of the world's biggest banks 1:33:05 – What BSV can do that BCH cannot 1:37:04 – Satoshi's disabled opcodes and the 2010 value overflow bug 1:39:16 – The poker client and marketplace in Bitcoin v0.1 1:41:48 – BCH's ABLA, CashTokens, and the governance difference 1:47:39 – The Monero codebase stored on BSV 1:48:05 – The DAR and Blacklist Manager hard forks 1:51:03 – CZ's aborted Binance rollback 1:55:33 – The white paper's immutability clause vs DAR 2:03:55 – Vlad's dormant-coins nightmare scenario 2:08:33 – The Craig Wright verdict as proof the system works 2:11:56 – Does Kurt still think Craig Wright is Satoshi? 2:15:36 – Dave Kleiman, the Drive Wipe Fallacy, and the Satoshi writing style 2:23:28 – The key slices, Uyen Nguyen, and the missing thumb drives 2:27:50 – Vlad's counter: the California IP address 2:32:00 – Bitcoin as an American project 2:35:32 – Hodlonaut replies mid-show 2:36:29 – If Craig is Satoshi, why sue the developers? 2:44:57 – The Arnhem 2017 speech 2:50:56 – Craig's neurodivergence and the villain arc 2:59:23 – The Gavin Andresen signing ceremony 3:04:58 – The rental Lamborghini and the pattern of bending truth 3:12:31 – Ryan X Charles and the post-COPA denunciations 3:14:04 – Can BSV exist without Craig Wright? 3:19:24 – BitVM: Craig's Turing completeness claim vindicated 3:20:44 – The giveaway reveal: the number is 40 3:22:24 – Would Kurt work on anything else if BSV died? 3:24:46 – Monero, fungibility, and the historian job offer 3:26:43 – OPL.dev, Bitcoin Schema, Sigma Identity 3:29:01 – The Smashing Pumpkins truce 3:32:00 – The Epstein money vindication 3:35:12 – Kurt's plugs: Gorilla Pool, kurtwuckertjr.com, bopen.ai 3:36:12 – Vlad's promise: this episode goes on the BSV blockchain 3:38:00 – The Mike Hearn introduction request 3:38:15 – Outro and sponsor thanks
The Canadian Bitcoiners Podcast - Bitcoin News With a Canadian Spin
The committee nobody watches just opened the paperwork on Michael Saylor. MSCI is consulting on whether "non-operating companies" belong in its indexes — run the screen and exactly three names get deleted: Strategy, Metaplanet, and a uranium fund. Up to $8.8 billion in passive money would be forced to sell on a calendar date, decision October 16. We break down the mechanics, who's actually exposed, and why Norway's sovereign wealth fund is at record Strategy exposure at the worst possible moment.Also tonight: the BIP-110 crowd picked BLAKE2b out of a hat in a Discord and scheduled a September 1 hard fork to fire every miner on earth. Trezor's shipping partner leaked 13,689 home addresses — the wrench-attack mailing list writes itself. And in Clown World North: B.C. spends $101,000 a month housing one man in a 110-room hotel, the Ontario Line quietly triples to $34 billion, and a Toronto cop gets shot by a man who was already wanted in two other regions — 29 days after the new bail law took force.Drop your questions and comments in the live chat.— Canadian Bitcoiners Podcast
MSTR down 73% since last year. Michael Saylor says a Strategy share buyback isn't a priority, but he'd consider it if MSTR trades at a deep enough discount to net asset value. The stock is down about 73% year-over-year as Strategy builds a $4.8 billion cash reserve. CoinDesk's Uyen Truong hosts "CoinDesk Daily." - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at realfi.co. - This episode was hosted by Uyen Truong. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
Michael Saylor and Phong Le sat down with Natalie Brunell to take questions directly from Strategy investors — including some pointed concerns about MSTR's sharp drawdown, dilution and whether common shareholders are still the company's top priority. One investor said he put $73,000 into MSTR for each of his three children, only to see each investment fall to roughly $20,000. He asked Saylor and Le directly: have common shareholders become Strategy's lowest priority? In this episode: Michael and Phong address dilution fears around $MSTR common stock Are $MSTR buybacks are on the table, and under what conditions? What they say they learned from the $STRC drawdown Whether the $1 million and $10 million per Bitcoin scenarios still hold Why Strategy wants to become the "J.P. Morgan of digital assets" and what that really means ---- Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU ---- Borrow against your Bitcoin without selling it. Ledn offers Bitcoin-backed loans built for serious holders, with rates that get lower as your loan size increases. With Ledn's custodied loan product, your Bitcoin is held in custody and not lent out. Ledn has operated through multiple market cycles without a loss of client assets and publishes Proof of Reserves so you can verify what they hold. Get 0.25% off your first loan at ledn.io/natalie. Terms apply — see the site for details. ---- Bitdeer Technologies Group (NASDAQ: BTDR) powers AI and Bitcoin mining infrastructure with 3 GW of secured global energy — and owns the entire stack, from equipment manufacturing to data centers to proprietary orchestration software. Learn more at https://www.bitdeer.com. ---- Kalshi is the largest prediction market in the world. Get $25 when you trade $25. http://kalshi.com/r/HODL ---- Natalie's Bitcoin Product Partners: Speed is my go-to Bitcoin Lightning wallet! Send, receive, or swap stablecoins and digital gold into Bitcoin in one app. Run a business? Speed powers Bitcoin payments for Steak 'n Shake, and it can do the same for you. Download at https://speed.app/natalie and use code COINSTORIES10 for 5,000 free sats after your first transaction. Download Bitkey Today and use my promo code STORIES to get 10% off the new Bitkey. This episode has been sponsored by Bitkey: https://bitkey.world/STORIES Master Bitcoin self-custody and gain peace of mind with 1-on-1 training: https://www.thebitcoinway.com/natalie?utm_source=partner-natalie&utm_medium=podcast With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie Natalie's Upcoming Events: The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL Extra Services to Consider: One of the best decisions I made for both my heath and my bank account was joining CrowdHealth years ago. I never spend more than $200 on health coverage through my CrowdHealth plan and all my health events have been crowd-funded. Get started with a discounted plan at my link. : www.joincrowdhealth.com/natalie ---- Disclaimer: The News Block and Coin Stories are for educational and entertainment purposes only and do not constitute financial, investment, legal, or tax advice. Natalie Brunell is not a financial advisor. Some content may include sponsorships or paid partnerships, which are disclosed. Always do your own research and consult a licensed professional before making financial decisions. Bitcoin and digital assets are volatile — never invest more than you can afford to lose.
The Canadian Bitcoiners Podcast - Bitcoin News With a Canadian Spin
The committee nobody watches just opened the paperwork on Michael Saylor. MSCI is consulting on whether "non-operating companies" belong in its indexes — run the screen and exactly three names get deleted: Strategy, Metaplanet, and a uranium fund. Up to $8.8 billion in passive money would be forced to sell on a calendar date, decision October 16. We break down the mechanics, who's actually exposed, and why Norway's sovereign wealth fund is at record Strategy exposure at the worst possible moment.Also tonight: the BIP-110 crowd picked BLAKE2b out of a hat in a Discord and scheduled a September 1 hard fork to fire every miner on earth. Trezor's shipping partner leaked 13,689 home addresses — the wrench-attack mailing list writes itself. And in Clown World North: B.C. spends $101,000 a month housing one man in a 110-room hotel, the Ontario Line quietly triples to $34 billion, and a Toronto cop gets shot by a man who was already wanted in two other regions — 29 days after the new bail law took force.Drop your questions and comments in the live chat.— Canadian Bitcoiners Podcast
47e6GvjL4in5Zy5vVHMb9PQtGXQAcFvWSCQn2fuwDYZoZRk3oFjefr51WBNDGG9EjF1YDavg7pwGDFSAVWC5K42CBcLLv5U OR DONATE HERE: https://www.monerotalk.live/donate GUEST LINKS: x.com/simplexchat https://simplex.chat TIMESTAMPS 00:00 Monerotopia Introduction. 11:39 Monerotopia Guest Segment w/ Evgeny. 1:01:20 Monerotopia Price Report Segment w/ Bawdy. 1:51:56 Monerotopia News Segment w/ Doug. 1:53:12 The Meritocrat post. 1:55:03 President Trump's capital gains tax cut discussions include "indexing" capital gains for inflation before taxes are calculated. 1:56:17 Jhon McAfee vs Michael Saylor. 1:56:47 $4 Trillion apple has lifted IOS restrictions banning in-app bitcoin and crypto payments. 1:59:04 Doug post. 2:10:47 Monerotopia Viewers on Stage Segment. 2:43:10 Monerotopia Final. NEWS SEGMENT LINKS: SPONSORS: PRICE REPORT: https://exolix.com/ GUEST SEGMENT: https://cakewallet.com & https://monero.com NEWS SEGMENT: https://www.wizardswap.io XMR.WIN: https://xmr.win/ Don't forget to SUBSCRIBE! The more subscribers, the more we can help Monero grow! XMRtopia TELEGRAM: https://t.me/monerotopia XMRtopia MATRIX: https://matrix.to/#/%23monerotopia%3Amonero.social ODYSEE: https://bit.ly/3bMaFtE WEBSITE: monerotopia.com CONTACT: monerotopia@protonmail.com MASTADON: @Monerotopia@mastodon.social MONERO.TOWN https://monero.town/u/monerotopia Get Social with us: X: https://twitter.com/monerotopia INSTAGRAM: https://www.instagram.com/monerotopia DOUGLAS: https://twitter.com/douglastuman SUNITA: https://twitter.com/sunchakr TUX: https://twitter.com/tuxpizza
Bitcoin staat al maanden stabiel boven de 60.000 dollar, deze week rond de 63.800 dollar. Nieuws zoals de grote hack bij de Coldcardwallets heeft nauwelijks nog effect op de koers. Het is oersaai op de cryptomarkt, en dat kan een teken zijn dat het grootste leed achter de rug is. Ook altcoins als Solana, XRP en Ethereum staan stil. Toch verkopen grote partijen relatief veel bitcoin, waaronder Strategy van Michael Saylor. Het bedrijf verkocht afgelopen week opnieuw 1.690 bitcoin, ter waarde van ongeveer 100 miljoen dollar, om eigen aandelen terug te kopen die in Saylors ogen goedkoop zijn geworden. Topman Phong Le beloofde dat Strategy weer bitcoin gaat kopen zodra de aandeelprijs hoger staat. Ook van een andere kant blijft er verkoopdruk komen: de miners. Beursgenoteerde partijen die jarenlang met geleend geld investeerden in mining apparatuur om hun bitcoin niet te hoeven verkopen, kijken nu massaal naar AI. In het eerste kwartaal van dit jaar verkochten miners samen zo'n 32.000 bitcoin, en ook deze zomer gaat de verkoop door. Miners houden hun munten niet langer vast, maar investeren liever in nieuwe AI apparatuur, omdat dat nu meer oplevert. De gevolgen van de Coldcardhack zijn nog steeds voelbaar. Duizenden bitcoingebruikers zagen hun munten verdwijnen doordat een fout in de firmware van de wallet eenvoudig te misbruiken bleek. Vermoedelijk werd de kwetsbaarheid ontdekt met hulp van AI. Waar eerder werd gedacht dat bitcoin en de projecten eromheen sowieso veilig waren, is er nu een Bitcoin Red Team ontstaan dat met AI naar kwetsbaarheden zoekt. Dat levert al resultaten op: honderden tot duizenden kwetsbaarheden bij in totaal 390 projecten. Onderzoeker Rob Hamilton, een van de initiatiefnemers, spreekt van 85 kritieke vondsten en 635 kwetsbaarheden met hoge urgentie. Dat dit hard nodig is bleek vorige week vrijdag, toen een kwetsbaarheid in de betaalsoftware van BTCPayServer werd ontdekt en direct misbruikt, waarbij voor enkele tienduizenden dollars aan bitcoin werd gestolen. Deze week in de Cryptocast Een gesprek met Mauro Halve en Kim Schneider, beide experts op het gebied van stablecoins. En we gaan dieper in op cryptowetgeving die Donald Trump al wél door het congres heeft gekregen: de GENIUS Act, die speciaal ontworpen is voor die stablecoins. Daar zitten namelijk heel wat interessante componenten aan, bijvoorbeeld dat het voor Big Tech zo goed als verboden is om een eigen stablecoin uit te geven. Mooi geworden! Bouwfout in Coldcardfirmware leidt tot 116 miljoen dollar schade Strategy verkoopt 1.690 bitcoin voor terugkoop eigen aandelen Bitcoinminers verkopen recordaantal munten en investeren in AI Bitcoin Red Team vindt duizenden kwetsbaarheden in 390 projecten Kritieke kwetsbaarheid in BTCPayServer leidt tot diefstal fondsen Cryptocast 442B | Hoe geniaal is de Amerikaanse GENIUS act? Met Daniël Mol (BNR Cryptocast) of Bart Mol (Satoshi Radio) bespreken we elke week de stand van de cryptomarkt. Luister live donderdagochtend rond 8:50 in De Ochtendspits, of wanneer je wilt via bnr.nl/podcast/cryptocastSee omnystudio.com/listener for privacy information.
Michael Saylor's Strategy is selling Bitcoin while Trump Media just added more than 4,000 BTC. Jackson Mikalic, Brian Cubellis, Liam Nelson, and Michael Tanguma put four stories on the shot clock. They break down Strategy selling another 1,690 BTC as its USD reserve hits $4.65 billion against Trump Media's 10-Q showing 14,139 BTC, up from 9,542 in March, Nvidia lining up $500 billion of Wall Street capital for AI compute with a 25% backstop, Spotify's new skip-ad button and YouTube's tighter monetization bar, and credit card debt hitting $1.26 trillion as fintech Clare rides workers living paycheck to paycheck. Where's the signal, and where's the noise?---
Greg Foss is back. After stepping away from Twitter and spending time on Nostr, the veteran credit analyst explains what pulled him back: young people reaching for socialism, and credit markets he sees as far less healthy than equities. The credit default swap thesis. Foss walks through his method: take the CDS spread on U.S. government debt, multiply by total obligations including unfunded liabilities, then compare that to Bitcoin's market cap. He flagged his spread number as from memory. Why insurance, not a risk asset. Most holdings are short volatility: when volatility rises, they fall. Foss argues Bitcoin should do the opposite, and credits BlackRock's Larry Fink as one of the few in traditional finance framing it that way. The rate the Fed does not control. Warsh has suggested AI productivity gains leave room to cut. Foss points instead to the 10-year Treasury, set in the open market, which could rise if investors demand more for U.S. credit risk. Credit markets are flashing before equities. A listener asked about widening CDS spreads across AI infrastructure names. Foss compared NVIDIA's vendor financing to Nortel and Lucent in 2000, and pointed to CoreWeave's tight debt service covenant. Banking is a leveraged business. From inside an insolvent Bank of Boston in 1992, Foss saw the math up close: roughly $5 of equity behind every $100 loaned. He argues Bitcoin can act as a safety net against that fragility. Bitcoin mining versus AI data centers. Miners can switch off in seconds and chase stranded energy; AI workloads cannot. Suze raised UK curtailment spending and ERCOT's grid balancing record, and asked whether mining gets built into AI sites. What the ETFs changed. Foss says a Wall Street wrapper was necessary for institutional allocation, while raising the paper Bitcoin question. He runs a 5% of global assets thought experiment, stressing he is not certain it happens. Treasury companies as an evolution, not an endpoint. Foss says he admires Michael Saylor without admiring every lever pulled, notes the premium to underlying Bitcoin has collapsed toward parity, and expects these vehicles to matter less over time. Bitcoin as collateral, and pensions inching in. Foss calls Bitcoin pristine collateral and a natural extension of lending. Dom described recommending it to pension boards years ago and pointed to a Michigan 13F filing adding to its position.
Mentor Sessions Ep. 086: Doomberg and Simon Dixon break down oil markets, the Strait of Hormuz, the end of globalism, Bitcoin centralization, and Michael Saylor's Strategy.The forever war is quietly reaching its endgame, the dollar is set to weaken hard over the next decade, and Bitcoin was attacked from every direction at once — Doomberg and Simon Dixon unpack what real capital already knows.In this deep macro conversation you'll learn why oil never hit $150 and what the sub-$90 Brent price is actually signaling, why the Strait of Hormuz is a card Iran can only play once, and how China may have already won without firing a shot. You'll see Simon Dixon lay out what MicroStrategy's Strategy is really built for — funneling as much Bitcoin as possible into Coinbase and Fidelity — and why holding shares instead of coins makes Bitcoin weaker. You'll also hear a self-described no-coiner and gold bug explain exactly why he'd still tell you to get long Bitcoin as the Western financial system unwinds. This is part one of two.⏱️ Timestamps:0:00 - Intro1:36 - Doomberg and Simon Dixon on Global Shifts2:07 - Shipping Choke Points Unwind Globalism5:10 - Western Media Propaganda Exposed8:14 - How Media Gets Captured by Power12:13 - Real Purpose of Ukraine and Middle East Wars22:38 - Biggest Empire Change in Our Lifetime25:18 - Why Everything Depends on Beijing28:35 - West Captured by Financial Industrial Complex39:43 - Reading Oil Gold and Bond Markets45:17 - Is Blackrock Weaker Than Its Reputation53:25 - Building Mental Models for Information Overload59:23 - What Energy Markets Are Really For1:06:13 - Why Oil Below $90 Risks Greater War1:09:07 - Real Capital Knows the Deal Is Coming1:16:34 - Coldcard Hack and Contested Bitcoin Fork1:17:50 - Doomberg on Bitcoin Encryption Vulnerabilities1:24:00 - Self Custody Custody Risk and Sovereignty1:36:24 - Michael Saylor Willingness to Sell Bitcoin1:39:52 - What Strategy Is Built to Achieve1:48:54 - Where to Find Doomberg and Simon DixonMentioned in this episode: Doomberg's forthcoming book on analysis and mental models, Simon Dixon's book "Game of Money," abundant mines hosting, and BTC Mentor for secure self-custody setup.
STRATEGY SELLS BITCOIN (AGAIN) but is this actually good for bitcoin???► Bitcoin Well: https://www.nmj1gs2i.com/63CFP/FGXLG/?source_id=podcast► Ledn: https://www.nmj1gs2i.com/63CFP/9B9DM/?source_id=podcastSimply Bitcoin clients get 0.25% off their first loan► Bitkey: https://www.nmj1gs2i.com/63CFP/7XDN2/?source_id=podcastSIMPLY for 10%► SAT123: https://www.nmj1gs2i.com/63CFP/KMKS9/?source_id=podcastUse code SIMPLY for 15% off► Stamp Seed: https://www.nmj1gs2i.com/63CFP/M2GJW/?source_id=podcastPROMO CODE: SIMPLY for a 15% discount ►HIVE Digital Technologies: https://www.nmj1gs2i.com/63CFP/6JHXF/?source_id=podcast ►Ocean Mining Pool: https://ocean.xyzFOLLOW US► https://twitter.com/SimplyBitcoin► https://twitter.com/bitvolt► https://twitter.com/Optimistfields► Nostr: npub1vzjukpr2vrxqg2m9q3a996gpzx8qktg82vnl9jlxp7a9yawnwxfsqnx9gcJOIN OUR TELEGRAM, GIVE US A MEME TO REVIEW!► https://t.me/SimplyBitcoinTVSUBSCRIBE TO OUR YOUTUBE► https://bit.ly/3QbgqTQSUPPORT US► On-Chain: bc1qpm5j7wsnk46l2ukgpm7w3deesx2mdrzcgun6ms► Lightning: simplybitcoin@walletofsatoshi.com#bitcoin #bitcoinnews #simplybitcoinDISCLAIMER: All views in this episode are our own and DO NOT reflect the views of any of our guests or sponsors.Copyright Disclaimer under section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, education and research. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact Simply Bitcoin.
Bitcoin's BIP-110 soft fork briefly split the chain—but the failed Bitcoin fork may have proven the opposite of corporate capture: nobody, from Michael Saylor and BlackRock to miners and node operators, can unilaterally change Bitcoin's rules. Meanwhile, the Bank of Japan and U.S. Treasury spent an estimated $87 billion defending the yen as Jamie Dimon exposed what truly supports the dollar's reserve-currency status. This episode connects Bitcoin consensus, mining centralization, self-custody, hashrate, fiscal dominance, inflation, capital flows, and the accelerating search for neutral digital money.SPONSORS
Ruim een week na de hack van de Coldcard is de rust in de bitcoinwereld nog niet teruggekeerd. Het aantal slachtoffers loopt nog op en het gestolen bedrag is de grens van honderd miljoen dollar voorbij. De oorzaak lag niet bij de gebruikers maar in de software. Door een fout in de firmware werd de seed, de reeks woorden waarmee een wallet te herstellen is, aangemaakt met een softwarematige toevalsgenerator in plaats van de hardwarematige die er hoorde te zitten. Wie zijn seed op die manier heeft laten maken, kan die door een aanvaller laten narekenen. Op de blockchain is het gevolg goed te zien. In een week verhuisde ongeveer 210.000 bitcoin uit wallets van langetermijnhouders, de grootste uitstroom sinds december 2024. Dat is geen paniekverkoop maar een verhuizing, naar nieuwe wallets, naar bewaarpartijen met een vergunning en naar bitcoin ETF's. Daarmee komt de vraag op of volledig eigen beheer nog wel de veiligste route is, of dat een spreiding tussen eigen beheer en een rekening bij een bekende partij verstandiger uitpakt. Ondertussen is er een tegenbeweging opgestaan. Het Bitcoin Red Team, een groep vrijwilligers, laat AI de opensourcesoftware rondom bitcoin nalopen op dezelfde soort fouten. In de eerste 27,5 uur legden zestien onderzoekers 4.962 meldingen vast over 390 projecten, waarvan 85 als kritiek werden aangemerkt en 635 als ernstig. Niet het bitcoinprotocol zelf is het doelwit, maar de wallets, tools en toepassingen eromheen. Dat AI de fout in de Coldcard vond in code waar jaren niemand naar had gekeken, laat zien dat dezelfde techniek beide kanten dient. Coinkite, het bedrijf achter de Coldcard, was al eerder gewezen op risico's in de eigen software en heeft dat nu in een openbaar verslag vastgelegd. De volatiliteit op de cryptomarkt is extreem laag en de bitcoinkoers schommelt al weken tussen de 63 en 65 duizend dollar. De vraag is of dat aan de vakantieperiode ligt of dat er meer aan de hand is, en of we van een bodem in deze bearmarkt mogen spreken. Tot slot BIP-110. Bij blok 961.632 begon de verplichte signaleringsperiode van dit voorstel, dat niet financiële data zoals afbeeldingen tijdelijk uit bitcointransacties wil weren. De keten splitste zich, maar de afsplitsing produceerde in acht uur twee blokken terwijl de hoofdketen er 48 bij kreeg. De steun onder miners blijft rond 2,5 procent, ver onder de drempel van 55 procent. Michael Saylor riep in een essay met 110 argumenten op het voorstel te verwerpen. Voor wie bitcoin heeft, verandert er niets. Co-hosts zijn Kim Schneider en Mauro Halve. Over de podcast Cryptocurrency are here to stay. In deze wekelijkse podcast gidst Daniël Mol je door het belangrijkste cryptonieuws, langs hypes en trends, voor- en tegenstanders en winst en verlies. In het A-deel bespreken we het laatste nieuws en in het B-deel gaan we in gesprek met een gast. Van cypherpunkpioneers tot grootbanken die aan de haal gaan met stablecoins, van Bitcoin tot Ethereum tot CBDC's. Alles passeert de revue.Reageren? Stuur dan een mail naar cryptocast@bnr.nl Gasten Kim Schneider is web3 enterprise lead bij Deloitte. Mauro Halve is voorzitter bij de branchevereniging voor cryptodienstverleners VBNL. Tim Stolte is portfoliomanager bij Amdax en host van de podcast Een Nieuwe Koers. Links AI vindt kritieke lekken in de bitcoinsoftware, waarschuwt het Bitcoin Red Team Bericht van Bitcoin Red Team initiatiefnemer Calle over de audit Coinkite legt in het openbaar vast hoe de fout in de Coldcardfirmware is ontstaan Duizenden kwetsbaarheden ontdekt in bitcoinprojecten na de Coldcardhack Ongeveer 210.000 bitcoin verlaat oude wallets na het Coldcardincident Duizenden slachtoffers na een softwarefout in een bitcoinwallet Uitleg over BIP-110 en de afsplitsing van de bitcoinketen De omstreden fork BIP-110 mijnt twee blokken en valt dan stil Michael Saylor roept in 110 punten op BIP-110 te verwerpen Host Daniël Mol is presentator en redacteur van de Cryptocast. Hij is sinds 2017 met Bitcoin bezig en kwam in 2021 bij het team van de Cryptocast. Redactie Daniël Mol Donner Bakker See omnystudio.com/listener for privacy information.
Bitcoin remains stuck near $65,000 while markets wait for the next major macro signal from CPI and the Federal Reserve. Matt also revisits Strategy after the company sold another 1,690 Bitcoin for roughly $108 million, questioning how the company's increasingly complex mix of preferred dividends, cash reserves, stock issuance, debt management, and selective Bitcoin sales fits with Michael Saylor's long-running “buy Bitcoin forever” message. The episode also covers Robinhood expanding crypto trading in the UK, Standard Chartered projecting tokenized real-world assets could reach $4 trillion by 2030, the CLARITY Act returning for a key Senate vote in September, and the continuing fight over stablecoin yield and crypto ethics rules. Matt closes with concerns about long-term quantum security, including the possibility that an eventual quantum attack could initially look like an ordinary wallet breach rather than an obvious system-wide failure. Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.
Michael Saylor's Strategy sold $108 million in Bitcoin this week and MARA dumped a staggering $1.6 billion — right as macro fears intensify and war uncertainty in the Middle East sends countries piling into gold.~This episode is sponsored by Uphold~Uphold Staking ➜ https://bit.ly/UpholdStakingPB00:00 intro00:10 Sponsor: Uphold00:45 This week01:30 MARA Holdings selling02:00 Saylor selling02:15 Saylor: We were in a doom loop03:00 Sold his soul for STRC03:40 BTC FUD ramping up04:20 Wall Street buying ETFs05:20 State Street x BMNR06:00 China dumping treasuries06:30 UK adopting tokenized gold06:50 Japan weaponized the yen08:30 Bessent scrambling09:00 Trump ready to walk away09:30 Oil crisis10:30 Midterm odds12:20 Strait of Hormuz until 202913:00 Chris Christie: Trump is being held hostage by Iran#bitcoin #Crypto #Gold~Bitcoin Whales Sell $1.7 Billion
In this crypto watercooler episode, Amanda and Tony discuss the latest on the CLARITY Act in the Senate, BlackRock's launch of two new tokenized funds, BNY's rollout of crypto staking, Strategy's latest Bitcoin sale, Michael Saylor's appearance on the Diary of a CEO podcast, and the recent Coldcard Bitcoin wallet hack.
In this episode, we examine the latest on the Clarity Act and what the remaining legislative paths could mean for U.S. digital asset regulation, recap broader bitcoin market news, including Michael Saylor's latest bitcoin sale, and explore how the AI infrastructure race continues to accelerate. We also discuss Anthropic's expanding compute strategy through major infrastructure investments and custom AI chip development, the emergence of High Bandwidth Flash (HBF) as a potential solution to the AI memory bottleneck, and Microsoft's historic earnings-driven rally that produced the largest single-day market capitalization gain in history. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (02:03) SpaceX's revenue projections and funding challenges (15:08) Uber's recent earnings and growth metrics (25:49) Trade Desk's earnings and market position (28:57) Coupon's earnings, challenges, and future prospects (33:45) Remitly's strong quarter and market position (36:53) Google's AI talent loss and its impact (50:04) Mercado Libre's growth, margins, and Latin American opportunity (01:00:11) Michael Saylor's Bitcoin song ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this Crypto Rundown, Tevo and Brian McNutt break down a choppy but improving crypto market, with Bitcoin holding in the mid-$60,000 range, Ethereum gaining more institutional momentum, and Solana continuing to show signs of activity. They discuss the Clarity Act vote being pushed back to September, why the market may have already priced in the delay, and why crypto could still move forward through SEC and CFTC action even without immediate legislation. The episode also covers Tom Lee's thesis that crypto is downstream from AI, the rise of on-chain financial apps, tokenized equities, meme coins paired with stocks, and Robinhood Chain bringing new energy back into the trenches.Check out Omaha Steaks and use my code BEEF for a great deal: https://www.omahasteaks.comCheck out Quince: https://quince.com/CRYPTO101Check out Shopify: https://shopify.com/crypto101Check out ShipStation and use my code crypto for a great deal: https://www.shipstation.comCheck out NPR: https://npr.orgGet my #1 altcoin pick for this month.Get immediate access to my entire crypto portfolio for just $1.00 today! Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling,Get immediate access to my entire crypto portfolio.. just $1.00 today! Go here to get access: https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Get your FREE copy of "Crypto Revolution: Your Guide To The Future of Money". In this book, I reveal how to make (and keep) a fortune during this crypto bull run! http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Chapters00:00 Market overview and recent price action01:03 Discussion of Bitcoin and Ethereum price stability02:23 Bullish signals from on-chain activity05:05 Market sentiment and Fed rate hike whispers07:21 Update on the Clarity Act and legislative outlook09:12 Michael Saylor's AI-themed earnings call10:52 Crypto downstream from AI and industry trends12:01 AI's impact on stocks and blockchain adoption14:05 The future of crypto integration in finance16:07 Recent successful crypto picks and community insights17:02 Robinhood's meme coin strategy and next moves19:44 Uniswap's new trade pools and launch pad22:21 NFTs evolving into real asset rewards29:04 Michael Saylor's AI rap and market reactionsSubscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Omaha Steaks and use my code BEEF for a great deal: https://www.omahasteaks.com* Check out Quince and use my code quince.com/CRYPTO101 for a great deal: https://www.quince.com* Check out Scribe and use my code scribe.how/CRYPTO101 for a great deal: https://scribe.com* Check out ShipStation and use my code crypto for a great deal: https://www.shipstation.com* Check out Shopify and use my code shopify.com/crypto101 for a great deal: https://www.shopify.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Op het eerste gezicht was het een rustige week voor de cryptomarkt: bitcoin staat op zo'n 64.900 dollar, omgerekend 55.900 euro, een procent hoger dan de week ervoor, en ethereum blijft dicht bij de 1.900 dollar. Onder die stabiele koersen speelde ander nieuws: de grootste bitcoindiefstal van het jaar en de eerste keer dat Michael Saylor daadwerkelijk bitcoin verkocht. Op het bitcoinnetwerk zelf was het de drukste week van 2026, met gebruikers die hun munten in paniek verplaatsten. Die diefstal draait om de Coldcard, een hardware wallet van het Canadese bedrijf Coinkite waarmee gebruikers hun bitcoin zelf bewaren, los van een handelsplatform. Sinds 2021 zat er een fout in de software waardoor het apparaat bij het aanmaken van een wallet een herstelzin genereerde uit veel minder mogelijke combinaties dan bedoeld, waardoor aanvallers die zinnen op afstand konden narekenen zonder het apparaat aan te raken. Op 30 juli werd in 41 minuten meer dan duizend bitcoin weggesluisd. De teller staat nu op ongeveer 1.600 bitcoin, met minstens vijftien actieve aanvallers. Coinkite vermoedt dat AI de vijf jaar oude fout heeft gevonden. De hack raakt de kernbelofte van bitcoin: bewaar je munten zelf, niet op een beurs. Binancetopman CZ noemde coins statistisch veiliger op een handelsplatform. De NOS meldt dat onduidelijk is of er Nederlandse slachtoffers zijn, maar in de eigen community zijn ze er wel: sommigen kwijt, anderen op tijd verplaatst dankzij extra veiligheidsmaatregelen. Wie nog een Coldcard gebruikt en niet heeft verplaatst, doet dat nu het best. In Washington begint vrijdag het zomerreces van de Senaat, en de Clarity Act lijkt de eindstreep niet meer te halen. Een ethiekpakket rond Trump zorgde voor vertraging, en JPMorgan waarschuwt dat verder uitstel meer druk op de cryptomarkten legt. Michael Saylor verkocht deze week voor het eerst bitcoin: Strategy verkocht 1.638 munten met verlies en haalde daarnaast geld op met de verkoop van eigen aandelen. Saylor zelf zegt persoonlijk niets te hebben verkocht, want Strategy is een beursgenoteerd bedrijf en niet zijn portemonnee. Deze week in de Cryptocast Een gesprek met Ivar Wiersma van LayerZero. Hij en zijn collega's verbinden 160 blockchains en doen onder meer zaken met het grote Tether. En nu werken ze aan een decentrale beurs die moet concurreren met Hyperliquid. Co-host is Kim Schneider. Analyse van de onchain paniek tijdens de Coldcardaanval Officiële waarschuwing van Coinkite over de kwetsbaarheid Coindesk over de aanhoudende aanval en het advies bitcoin te verplaatsen Decrypt legt de technische achtergrond van de kwetsbaarheid uit NOS berichtgeving over de aanval op de Coldcardwallet Coindesk over de discussie rond zelfbeheer na de hack Reactie van Binancetopman CZ op X Coindesk over de mogelijke uitkomsten voor de Clarity Act The Block over de vertraging van de Clarity Act in de Senaat Decrypt over de bitcoinverkoop door Strategy The Block over de recente cijfers van Strategy Reactie van Michael Saylor op X Cryptocast 441B | LayerZero verbindt 160 blockchains en bouwt nu zelf een beurs voor Wall Street Met Daniël Mol (BNR Cryptocast) of Bart Mol (Satoshi Radio) bespreken we elke week de stand van de cryptomarkt. Luister live donderdagochtend rond 8:50 in De Ochtendspits, of wanneer je wilt via bnr.nl/podcast/cryptocastSee omnystudio.com/listener for privacy information.
Scott Melker, host of The Wolf of All Streets, explains why most people chasing quick wins in crypto never make it, and why his own strategy is deliberately boring: mostly Bitcoin, bought on a schedule and left alone. He also opens up about being a top creditor in the Voyager collapse, his first interview with Michael Saylor, and why he thinks crypto Twitter is actively hurting mainstream adoption.THE SHIFT NEWSLETTER
Matty A. and Ryan Breedwell discuss the latest market movements driving the S&P 500 to new all-time highs on this Wise Investor Segment. They unpack the impact of the recent FOMC meeting, where interest rates were held steady, and analyze how geopolitical tensions and negotiations are driving down global oil prices. The hosts also explore the realities of the real estate market, noting that high mortgage rates are squeezing retail buyers while creative financing remains the primary path forward for commercial investors.Additionally, the hosts share actionable investment strategies, taking a close look at massive earnings jumps from AI-driven companies like Palantir, and discussing the long-term outlook for space exploration and robotics equities. They also reveal the dangers of over-leveraging by exploring the rapid liquidation of Leopold Aschenbrenner's hedge fund by Citadel, and provide critical advice on how to vet financial advisors using public SEC disclosures to uncover hidden fees.KEY TOPICS DISCUSSEDS&P 500 all-time highs and the macroeconomic forces behind the market rallyPalantir's explosive earnings and the technical mechanics of stock gap fillingFederal Reserve rate hold decisions and Kevin Warsh's economic commentaryThe impact of Middle East negotiations on global oil prices and inflationMicroStrategy's Bitcoin sell-off and Michael Saylor's corporate historyThe liquidation of Leopold Aschenbrenner's multi-billion dollar hedge fund by CitadelWhy traditional financial advisory firms charge exorbitant fees for generic mutual fundsUsing the SEC Investment Adviser Public Disclosure website to vet financial plannersKEY TAKEAWAYSLeverage in investing can wipe out incredible gains; even a portfolio up over a thousand percent can be liquidated entirely if over-leveraged during market volatility.High-net-worth investors view taxes as a simple byproduct of making money, rather than avoiding them at the cost of liquidity and complex financial gymnastics.The national average 30-year fixed mortgage rate sits near 6.78%, making real estate entry difficult for retail buyers without creative financing or substantial equity.Investors should verify a financial advisor's fiduciary status and disclosure history through the SEC's public database to avoid bad actors and high-fee, non-discretionary models.CONNECT & TAKE ACTIONImagos Income Fund: Text "INCOME" or "DEALS" to 844-447-1555 to learn more about Matty A's private debt fund targeting 10% fixed returns paid out monthly.Visit skylineocresidences.com to discover luxury condo ownership at Skyline OC, Orange County's tallest residential tower.
David Siemer still sees a chance the CLARITY Act gets passed in Congress, but admits it is not a great chance. He addresses the pullback in Bitcoin calling it a "reversion to the mean" as well as the perceived winners in on-chain tokenized solutions like Ethereum. David also weighs in on Michael Saylor and Strategy's (MSTR) decision to sell some of its Bitcoin holdings.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Today, we cover Michael Saylor's rumored $100M Bitcoin sale and why many are calling it the worst timing ever. Get the latest crypto news, Bitcoin market analysis, and see how this could impact altcoins, XRP, Ethereum, Solana, and the broader crypto market as the next big move unfolds. Stop Holding & Hoping! Follow our trades and take profits with us! www.skool.com/discovercrypto/about If you have ever made money watching this channel, we need your help! Join the community to help us create the best Crypto education platform on the planet! Blofin - https://partner.blofin.com/d/DiscoverCrypto Toobit - https://www.toobit.com/t/discovercrypto
A massive wallet exploit, Strategy's potential Bitcoin sales, and growing regulatory pressure are colliding at the worst possible moment. This episode breaks down how these events connect with rising sovereign debt risks, Japan's currency turmoil, and the future of self custody. The biggest threat may not be Bitcoin itself, but the financial system surrounding it.SPONSORS✅ Lednhttps://www.nmj1gs2i.com/9W598/9B9DM/?source_id=podcastSimply Bitcoin clients get 0.25% off their first loanNeed liquidity without selling your Bitcoin? Ledn has been the trusted Bitcoin-backed lending platform for 6+ years. Access your BTC's value while HODLing.
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Vinny Lingham is a Bitcoin OG who pioneered gift card payments in 2012 with Gyft, served on the board of the Bitcoin Foundation, spearheaded blockchain identity verification with CIvic, and in more recent years moved on to managing risk with Praxos Capital. Thanks to some of his accurate price predictions, Vinny has also received the nickname "The Oracle". In this episode, we talk about his Bitcoin journey and how his views have evolved over the last 14 years. Time stamps: 00:01:06 Intro & sponsors: Vinny Lingham, 15 years in Bitcoin 00:02:04 Gyft: a dozen companies and one gift card problem 00:02:26 Chargebacks, stolen cards & getting attacked by scammers 00:04:13 Why Bitcoin looked like the perfect payment rail 00:04:51 Zero-conf payments and the first-seen rule 00:05:48 The Starbucks and McDonald's signature math 00:06:51 100,000 Bitcoin payments, zero double spends 00:07:13 Civic's Bitcoin patents & the 2017 fee explosion 00:07:37 Blockstream, Adam Back, MIT and the Epstein files 00:08:10 Core keeps pruning dissenting voices 00:08:55 Why Bitcoin still can't be the whitepaper's payment system 00:09:08 Counterparty, Mastercoin & the birth of Ethereum 00:09:34 "Nothing has happened in Bitcoin in five years" 00:10:16 Why he went and backed Solana instead 00:10:23 Sympathy for BIP 110 over Core 00:11:08 Inscriptions can be done many ways 00:12:27 "Lightning will be ready in 18 months" forever 00:13:26 Drivechains, BIP 300 & the Ecash fork paying miners 00:14:44 UX, mainstream users and idiot-proof money 00:15:17 People who don't know you can hold BTC outside an ETF 00:15:27 Is the ETF the real scaling layer? 00:15:37 What Vinny signed up for when he read the whitepaper 00:16:30 Wayne Vaughn in the chat 00:16:48 Saylor's Bitcoin Security Consortium and the $15M 00:17:24 Saylor argues against bigger blocks and covenants 00:17:49 How is this different from the Bitcoin Foundation? 00:18:36 Saylor as systemic risk: crashing the minority fork 00:19:43 Losing SPV and the simplicity of early Bitcoin 00:20:48 When did you last actually use Bitcoin? 00:21:22 Six confirmations vs Apple Pay 00:21:41 Gyft's customers who had no credit cards 00:22:07 Not a store of value: a store of liquidity 00:23:24 So what is a store of value, exactly? 00:26:00 The 100 year test: one ounce of gold buys one suit 00:27:09 Does the whitepaper ever say "digital gold"? 00:27:53 Saylor's redefinition: expensive to move, held by institutions 00:28:08 Privacy, tiny payments and why volume creates stability 00:28:42 Exchanges are layer two, Lightning is layer three 00:29:06 Solana at the World Series of Poker 00:30:07 BSV, Teranode, BCH and who actually handles volume 00:30:58 Does everyone really need to run a node? 00:31:30 Luke Dashjr, 16MB blocks and 50 billion Catholics 00:33:34 Arguing with someone who redefines words 00:34:33 How did Blockstream become so politically powerful? 00:35:40 Reid Hoffman's $20 million 00:36:26 Reading the Epstein files with Bitcoin eyes 00:36:45 Tether won the global south instead 00:37:42 "The community is people who never built anything" 00:38:00 Why Elon Musk walked away from Bitcoin 00:39:07 The ESG excuse & the Bitcoin Mining Council 00:40:05 Elon on bandwidth, latency and second layers 00:41:03 Why Civic started on Bitcoin and left 00:42:05 Multicoin, the Solana seed round & founding Praxos 00:42:29 Why "Civic" and not "Supra" 00:42:46 Nobody wants identity: crypto's actual number one use case 00:44:03 Zcash's comeback, Ironwood & the auditable supply 00:45:34 Delistings and the headwinds facing privacy coins 00:46:06 Why Zcash chose DeFi rails over merchant adoption 00:47:07 How to know you're in a bear market 00:47:25 Elgamarov & how small this world really is 00:48:10 What does Vinny actually hold today? 00:49:27 Praxos: delta neutral, funding rates and volatility 00:51:44 Sponsors: Braiins, Cake Wallet, SideShift, LayerTwo Labs, Orange Rock 00:54:40 Wayne Vaughn's question: will the CLARITY Act pass? 00:56:47 Michael Saylor and the Strategy problem 00:57:14 The GBTC discount scenario 00:58:16 Why August could be a bloodbath 01:01:56 Node counts, sybil attacks and hash rate 01:03:16 The rewritten history of SegWit and SegWit2x 01:04:19 How Bitcoin Cash became the fallback plan 01:04:59 Gavin Andresen and the word "bamboozled" 01:06:00 Was Craig Wright involved at all? 01:08:04 Hal Finney's logs and the Van Nuy, California IP address 01:08:55 GMX, German privacy law and the missing paper trail 01:11:17 Roger Ver, the checksum test and Craig 01:13:00 Asking Claude who Satoshi is 01:14:17 The case for Nick Szabo and the trusted third parties 01:15:31 The counterfactual: what if Bitcoin had scaled? 01:19:35 Tron, USDT and five years of outperforming BTC 01:20:09 Bitcoiners understand supply, not demand 01:20:36 What happens when the block rewards run out 01:21:15 Rentable SHA256 and the state actor attack scenario 01:22:54 Will Vinny claim the August fork airdrops?
Chapters: 00:00 — Wicked: from trader to Bitcoin-only, sats per dollar, save don't trade 04:30 — Satoshi's Bride: a Bitcoin tip at a fine-dining shift 11:00 — Scott: the echo-chamber reality check and a self-custody challenge to the Bitcoin-only companies 18:00 — C Hoddle: Bitcoin treasure hunts and the Buena Vista circular economy → Midwest Bitcoin Summit 21:30 — The unblocking amnesty: blocked in the '23–'24 squabbles? DM to get unblocked 31:00 — The Consortium: nine companies pledge Bitcoin developer funding, starting with quantum 33:30 — Cory on path dependence: Coinbase, Jesse Powell, and why every Bitcoin fintech converges on the full product set 41:30 — THE BATTLE OF THE BEARS: fifty days, fifty basis points, one mission 43:30 — The narrative machine: how Wall Street picks the story after the price moves 49:00 — "Money is only as good as the story you can tell about it" 55:30 — The Battle for Monetary Independence, Part 3: "Independence Must Be Won" (read live) 63:00 — Why everyone with a mic owes their audience the canon; swan.com/canon 70:30 — Wrap: 90 minutes without the price; Part 4 tomorrow
In this episode of The Wrap with Chris Whalen, Chris breaks down why the stablecoin boom may be running out of road — giving the Clarity Act less than 50/50 odds and arguing it could strip the yield out of coins, force issuers offshore, and turn the survivors into banks. He makes the case that stablecoins are little more than "prepaid gift cards," lays out why he's bullish on gold and silver as central banks and China chase physical metal, and warns that real inflation — measured by commodity inputs like energy and sulfur (up 150% since the Iran war), not the CPI — is closing in on double digits. Whalen also sees the 10-year Treasury pushing past 5% and mortgages settling into a "higher for longer" 6.5–7%, flags the mortgage sector as the earnings story to watch, takes aim at Michael Saylor and MicroStrategy, points to safer places to find yield, and keeps circling back to one unsettling parallel: today looks a lot like the 1920s, right before the party ended.Thank you to our sponsor, Monetary Metals. Learn more at https://www.monetary-metals.com/THEWRAP/Links: The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/ Twitter/X: https://twitter.com/rcwhalen Seeing Around Corners book: https://www.theinstitutionalriskanalyst.com/product-page/seeing-around-corners-achieving-success-in-business-and-life-hardcoverUse the code TheWrap2026 for 25% off your first year of The Institutional Risk Analyst https://www.theinstitutionalriskanalyst.com/plans-pricingTimestamps:0:00 – Intro 0:45 – The Clarity Act: will it kill stablecoins? 3:34 – Do stablecoins have any real use case? 5:17 – Why we may need fewer banks — and more insurers 8:22 – Do stablecoins actually create Treasury demand? 10:16 – Chris's next book: gold 12:20 – Gold's pullback and the bull case for silver 16:37 – Goldman's $4,900 target & John Paulson on gold 17:53 – The BLS quietly redefines inflation 19:40 – A 2% target, a 6% deficit, and 5% yields 22:07 – Why mortgage earnings are the story to watch 24:29 – Affordability, home prices & the blue-state squeeze 26:42 – Why it all rhymes with the 1920s 28:44 – Viewer Q&A: the real double-digit inflation 32:12 – MSTR yields, Saylor & where to find safe income 36:28 – Closing thoughts: the mortgage shakeout ahead
Lyn Alden raised $40M to launch Orange Juice, a holding company that buys cash-flowing businesses and layers Bitcoin on top, not another pure-play treasury bet. ======================================================== Thank you to our sponsor! Cape: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at cape.co/unchained (use code: UNCHAINED). ======================================================== Lyn Alden just raised $40 million to launch a Bitcoin-backed holding company that skips the trade most of crypto is chasing. Rather than build another pure-play Bitcoin treasury stock, Orange Juice buys cash-flowing, unglamorous businesses and layers a Bitcoin treasury on top at the parent-company level. Lyn Alden, cofounder of Orange Juice and a partner at Ego Death Capital, frames it as a countercyclical alternative to procyclical treasury companies, and she does not spare Strategy from criticism. She compares Orange Juice's structure to Berkshire Hathaway and argues Strategy let its dollar reserve fall too far, weighing in as Laura invokes Michael Saylor's 'sell a kidney' line and STRC's slide to near $85 against its $100 target. She also addresses BIP-110's inscription debate and Bitcoin's quantum computing threat, questioning whether the community's resistance to change is a strength or a liability. Host: Laura Shin, Host / Unchained Guests: Lyn Alden - Cofounder of Orange Juice and Partner at Ego Death Capital Timestamps
Cafe Bitcoin returns for 50 Days for Bitcoin — Day 1 of 50. Cory Klippsten reboots the daily Cafe Bitcoin show to kick off Swan's 50 Days for Bitcoin campaign: 50 basis point buy fees for 50 days (July 21 to September 8), daily weekday Spaces at 10:00 AM ET, and a return to the education-first roots that built the Bitcoin community on Clubhouse in 2020-2021. In this episode: 50 Days for Bitcoin launch: Swan cuts its buy fee in half to 50 bps for 50 days, the lowest-cost way to buy Bitcoin into self-custody in the US. Over 80% of the Bitcoin ever bought on Swan is in self-custody. "The Battle for Monetary Independence": Cory's new essay, woven around his grandfather's war journal from the USS Yorktown in the Pacific Theater. Political independence was the founders' great work; monetary independence is ours. Read it at swan.com/battle. The Clubhouse origin story: how Cafe Bitcoin started, the invite tree that flooded Clubhouse with thousands of Bitcoiners, how Swan Private and Anchor Watch grew out of those rooms. The freedom backslide: UK under-16 social media ban, the Utah VPN ban, age verification for AI chatbots, EU chat control, and the digital euro. Why the counter to all of it is self-custody. Dollar merchants: how stablecoins turned more than half the industry into dollar salesmen, and why the dollar is not a gateway drug to Bitcoin. Saifedean's cocktail party problem: why socialism is winning arguments right now, and why the answer is opting out of politics entirely and building on Bitcoin. Self-custody, the full stack: free auto-withdrawal with locally derived addresses, Swan Sovereign guided self-custody, Swan Vault collaborative custody, and Swan Safe segregated custody. Community: Pacific Bitcoin memories, BIP-47 paynyms explained, Bobby Burnett's new show for the older generation, the no-BIP-fights house rule, and the Snow Crash reading club pick.
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why he thinks the AI mid-cycle slowdown is over, why he's turning bullish on bitcoin, tokenization and stablecoins. We also cover the Fed's July rate decision and where he's finding value in gold, silver, and regional banks.====================Turn every conversation into a searchable business asset with PLAUD NotePro. Visit https://Plaud.ai/pomp and use code POMP for 15% off.====================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.====================This episode is brought to you by mogul ( https://www.mogul.club/pomp ). Deloitte estimates that $4 trillion of real estate will move onto the blockchain over the next decade. Through tokenized residential real estate, mogul gives investors access to professionally managed properties with targeted yields, monthly rent payouts, and potential tax benefits — all without the headaches of being a landlord. Learn more and claim a special offer at https://www.mogul.club/pomp . See important disclosures at disclaimer.mogul.club.====================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.====================0:00 - Intro0:42 - Grok vs. Meta's AI price war why cheaper AI won't cut spend10:03 - Apple's Siri stumble & price hikes14:50 - Using Grok in a Tesla17:28 - Short sellers, Samsung's earnings & the mid-cycle slowdown23:34 - Why Jordi is turning bullish on bitcoin 29:55 - Tokenization, stablecoins & the AI-crypto nexus33:33 - Michael Saylor's Bitcoin sale — does it matter?38:02 - Where else Jordi is deploying capital42:04 - Does the Iran war actually matter for markets?45:00 - The new robotic hand demo that changed everything50:18 - Jordi's upcoming video
Swan Signal Live celebrated its 250th episode, with Brady reflecting on the show's evolution since 2020 and its early multi-guest format. Brady and Isaiah discussed Bloomberg analyst Eric Balchunas' “too big to fail” thesis, arguing that U.S. equities have effectively become America's national savings account, increasing the likelihood of future government intervention to support stock prices. The conversation explored how the erosion of fiat currency's store-of-value function has pushed savers into financial assets, reinforcing Bitcoin's role as a superior monetary asset. The hosts analyzed Strategy's sale of 3,588 BTC, arguing it was a strategic move to strengthen its case for S&P 500 inclusion rather than a change in Michael Saylor's long-term Bitcoin thesis. They covered delays surrounding the U.S. Strategic Bitcoin Reserve, noting ongoing disputes between government agencies over control while highlighting the lack of meaningful Bitcoin accumulation so far. Brady criticized the growing overlap between politics and crypto, arguing that President Trump's crypto-related business activities have complicated prospects for the CLARITY Act and broader crypto legislation. They reviewed recent ETF outflows alongside aggressive whale accumulation, suggesting experienced Bitcoin holders are buying while institutional ETF investors have been selling during the recent market weakness. The discussion examined Bitcoin miners increasingly allocating computing infrastructure to AI workloads, concluding that the trend is likely beneficial for both miners and the long-term Bitcoin network. Vanguard's search for a Head of Digital Assets was highlighted as another sign that major traditional financial institutions continue moving toward Bitcoin despite previous skepticism. The episode concluded with an overview of Swan's Real Bitcoin Exchange (RBX), explaining how long-time GBTC and ETF holders can exchange into real on-chain Bitcoin while preserving their tax basis. ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Connect with Swan Bitcoin: ✔ Twitter: https://twitter.com/Swan ✔ Instagram: https://instagram.com/SwanBitcoin ✔ LinkedIn: https://linkedin.com/company/swanbitcoin ✔ Threads: https://www.threads.com/@swanbitcoin ✔ Facebook: https://www.facebook.com/SwanBitcoin/ ✔ TikTok: https://www.tiktok.com/@realswanbitcoin
In this Crypto Watercooler episode, Amanda Whitcroft and Tony Edward discuss the CLARITY Act timeline as the Senate returns next week, Strategy's latest Bitcoin sale, Vanguard's search for a head of crypto, Trump Accounts going live with the potential to include Bitcoin, and much more.
For years, Michael Saylor's Strategy was the market's most dependable Bitcoin buyer. Recently, it has done the opposite. Strategy just sold 3,588 Bitcoin for roughly $216 million, its largest single tranche yet, deepening the question of whether Michael Saylor has become a structural seller instead of a buyer. Ram Ahluwalia, Austin Campbell, and Chris Perkins break down the STRC dividend mechanics behind the sale, the bull case for a catch-up trade, and the bear case if Bitcoin never rallies back. Hosts: Austin Campbell, Host of Bits + Bips, Founder of Zero Knowledge Group, and Adjunct Professor at NYU Stern Ram Ahluwalia, Co-host of Bits + Bips and CEO of Lumida Chris Perkins, Co-host of Bits + Bips and Head of Franklin Crypto This clip is from a longer conversation on Strategy's Bitcoin sale, the stablecoin wars, and the token versus equity debate. Full episode here: https://youtube.com/live/H3z68SYty0k We go live every Monday at 4:30pm ET. Subscribe to catch it live. Sponsor:
The macroeconomic landscape is shifting rapidly, and investors are caught between conflicting signals from the Fed, geopolitical tensions, and the rise of AI in finance. We break down the ongoing debate between real estate leverage and stock market liquidity, offering a candid look at the real costs of avoiding taxes and over-leveraging assets.Beyond the real estate versus stocks debate, this episode dives into the surprising resilience of the market amid the Iran conflict and the latest data on inflation and employment. We also explore the launch of X Money, the power of Robinhood youth accounts, and whether AI agents like Claude will eventually replace human stock pickers.KEY TOPICS DISCUSSEDImpact of the Iran conflict on global oil prices and stock market volatilityFederal Reserve rate cut predictions and why a pause is likely through the yearThe explosive growth of in-real-life (IRL) experiences and potential stock playsReal estate leverage versus stock market liquidity and tax implicationsWealth building strategies and the psychological trap of constant leverageInvesting for children through Robinhood youth investment accountsElon Musk's X Money platform offering 6% APY and 3% cash backBitcoin price baselines and Michael Saylor's recent strategic salesAI-driven stock picking and Claude's 14% return against the S&P 500KEY TAKEAWAYSThe Federal Reserve is likely to pause interest rates through the end of the year due to conflicting economic data and market volatility.In-real-life (IRL) experiences are booming post-COVID, making companies in the live entertainment sector strong potential investments.Over-leveraging in real estate to avoid taxes can create massive liabilities compared to the simplicity of holding stocks.True wealth is about peace of mind and time freedom, not just maximizing debt to achieve a higher superficial net worth.AI agents like Claude are successfully managing portfolios and outperforming the S&P, signaling a shift in retail investing tools.Elon Musk's X Money platform is challenging traditional banking by offering high-yield returns and cash back incentives.CONNECT & TAKE ACTIONWealth Intelligence Brief: Text "WIB" to 844-447-1555 to get Matty's free macro data, real estate intel, and crypto signals delivered to your inbox 3 times a week.Imagos Income Fund: Text "INCOME" or "DEALS" to 844-447-1555 to learn more about Matty A's private debt fund targeting 10% fixed returns paid out monthly.
This week on Market Mondays, we tackled the biggest stories shaping the markets, technology, and investing. From the controversy surrounding Trump's investment accounts and crypto allegations to NVIDIA's bold new AI startup strategy, we broke down what matters—and what investors should ignore.We also discussed Michael Saylor's latest Bitcoin sale, the SK Hynix IPO, warnings of a potential AI bubble, Alex Karp's passionate comments on AI spending, TSM's long-term outlook, whether QQQ is still the best ETF choice, lessons from the 2026 market rally, Wall Street's biggest forecasting mistakes, which companies have the strongest competitive moats, and the one private company we'd invest in today. Plus, we answered a practical question: if you started over with $50,000, debt, and a low credit score, how would you rebuild your financial future?Whether you're investing for the long term, trading today's market, or looking to stay ahead of the biggest trends in AI, crypto, and equities, this episode is packed with actionable insights to help you make smarter investment decisions.TIMESTAMPS:00:00 Why Wealth Matters00:33 Show Disclaimer01:08 July Check In01:48 Live Week Schedule02:46 Salon Suite Spotlight04:49 Community Shoutouts05:36 Market Facts Roundup07:17 Semiconductor Volatility09:44 Invest Fest Youth Day11:21 Catering Callout14:21 Relationships Barter Play16:03 Singles Lounge Launch18:00 Trump Accounts Explained19:09 Barriers Trust Education24:17 Compounding Math Examples28:59 ETF Alternatives Plan30:19 Reaching Those In Need33:11 Website Robinhood Details34:20 Culture Responsibility Talk37:38 Spend It Culture38:33 Trump Account Alternatives39:23 Trump Meme Coin Fallout41:12 Rug Pull Mechanics43:59 Crypto Scam Culture46:02 Equities Influence Shift48:30 Presidential Trading Stats52:03 NVIDIA Startup Strategy54:57 Compute for Revenue Share58:30 NVIDIA as Venture Capital01:03:06 Relationship Capital Banter01:05:51 50K Reset Plan01:11:24 Debt Versus Market Returns01:15:37 MicroStrategy Dividend Sales01:22:12 SK Hynix ADR Debut01:23:43 Memory Bottleneck Thesis01:25:15 IPO Signals to Watch01:26:31 Micron vs Hynix Outlook01:31:11 Valuations and Patience01:35:33 AI Bubble Reality Check01:39:41 Alex Karp Safety Rant01:48:23 Who Owns the Stack01:53:01 TSM Earnings Preview01:55:27 Core Four Investing01:57:06 Events and Community01:58:19 World Cup Banter02:01:32 Final Sendoff#MarketMondays #Investing #Stocks #StockMarket #AI #ArtificialIntelligence #NVIDIA #Bitcoin #Crypto #MichaelSaylor #TSMC #QQQ #ETFs #WealthBuilding #Finance #Business #LongTermInvesting #Trading #EarnYourLeisure #MarketAnalysisAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Saylor authorized $1.25B in Bitcoin sales. 514K full-time jobs vanished. Trump made $2.2B selling access. 250 years later, we need another revolution.• This episode is sponsored by Odoo. Sign up for free at https://www.odoo.com/r/peterThe June jobs report came in at 57,000 — half of the lowest estimate — with May revised down from 172,000 to 129,000. Full-time employment collapsed by 514,000 in a single month, bringing total full-time job losses since Trump took office to 2.24 million. The labor force participation rate dropped to 61.5% as 700,000 workers simply gave up, and manufacturing has lost 73,000 jobs despite Trump's tariff promises.Michael Saylor officially surrendered the "never sell Bitcoin" thesis, establishing a "Bitcoin monetization fund" authorizing up to $1.25 billion in Bitcoin sales to maintain dollar reserves, buy back common stock, and repurchase Stretch preferreds trading at $87.80. He raised the Stretch dividend to 12% with mandatory increases ahead. Peter Schiff argues this transforms Strategy from the market's biggest buyer into its biggest seller, removing the bid that underpinned Bitcoin's price. Trump's financial disclosure revealed $2.2 billion in income — $1.4 billion from meme coins and tokens alone — while Mar-a-Lago membership hit $1 million and the Executive Club charges $500,000 for a restaurant seat next to cabinet members. Peter closes with a 250th Independence Day reflection, arguing Americans today face more tyranny than the colonists ever did under King George, and that the revolution we need now must happen at the ballot box.Chapters:00:00 Holiday Intro and July 4th Tease00:37 Jobs Report Shock and Revisions03:43 Full-Time Jobs Slide and Tariff Reality07:29 Fed Rate Hike Theater and Gold Bounce16:28 Bitcoin Strategy Turns Seller29:57 Meme Coins as Bribes31:09 Paying for Trump Access34:26 Debt Gimmicks and Deficits35:38 Independence Day and Founding Ideals45:45 Modern Tyranny and Peaceful RevolutionFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffFree Reports & Market Updates: https://www.europac.comBook Store: https://schiffradio.com/booksSign up for Peter's most valuable insights at https://schiffsovereign.comSchiff Gold News: https://www.schiffgold.com/news#PeterSchiffShow #IndependenceDay #BitcoinCrashOur Sponsors:* Check out Chilipad and use my code GOLD for a great deal: https://sleep.me* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com* Check out Plaud AI and use my code GOLD for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/gold for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy
ITU: Ready to break through your biggest business bottleneck? Apply to work with me 1:1 - https://impacttheory.co/SCALESign up for my AI Masterclass: https://tombilyeu.com/ai-masterclass?utm_campaign=TBS-Livestream&utm_source=youtube&utm_medium=socialOn the eve of America's 250th birthday, Tom and Drew take stock of what actually built the most prosperous nation in history — and what's quietly tearing at it. The through-line: a rising socialist movement that says it's fighting for the working class, and the mechanism that shows it robs them instead. They trace it from the "overproduction of elites" driving the DSA, to the one American town that ran the most sincere socialism experiment ever attempted (and what happened two years later), to why inflation is the real theft from working people.Plus: what China understands about energy that's left the West rationing AC, the truth hiding under Trump's growth numbers, Michael Saylor's high-wire bitcoin bet, Palantir CEO Alex Karp's CNBC blow-up over who really owns your data, and the collapse of free speech playing out in the UK.Sponsors:Quince: Free shipping and 365-day returns at https://quince.com/impactpodWhatnot: Download the Whatnot app today and get free shipping on your first order.ATT Business: Switch to AT&T Business at business.att.comKetone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impactTruemed: Check your eligibility and start saving at https://truemed.com/impactEthos: Get a free quote at https://ethos.com/impactIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impactWhat's up, everybody?It's Tom Bilyeu here:If you want my help...• STARTING a business: join me here at ZERO TO FOUNDER: • https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show• SCALING a business: see if you qualify here.: • https://tombilyeu.com/call•Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.:https://tombilyeu.com/**********************************************************************If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you.**********************************************************************FOLLOW TOM:Instagram: instagram.com/tombilyeuTik Tok: tiktok.com/@tombilyeu?lang=enTwitter: twitter.com/tombilyeuYouTube: youtube.com/@TomBilyeuSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Joseph Chalom lays out why Ethereum Institutional exists, how it differs from Etherealize, and why he thinks Michael Saylor is in a pickle. ======================================================== Thank you to our sponsor! Fidelity: Fidelity has been building in crypto and DeFi since 2014 — now they're hiring. Explore career opportunities at one of the most forward-thinking names in finance here: crypto.fidelitycareers.com. Cape: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at cape.co/unchained (use code: UNCHAINED). ======================================================== Sharplink, BitMine, and Joe Lubin spent the past ten days launching two new organizations aimed at convincing Wall Street to build on Ethereum, backing them with commitments from more than fifty institutional supporters. Joseph Chalom, CEO of Sharplink and a board member of the new Ethereum Institutional, joins Laura Shin to make the case that Ethereum's real competition isn't Solana or Canton. It's inertia: the reluctance of the world's largest institutions to touch financial rails they don't already trust. Chalom walks through how Ethereum Institutional differs from Etherealize and the Enterprise Ethereum Alliance, why Robinhood building on Arbitrum still counts as a win for Ethereum, and what it would take for ETH to capture the value flowing through the network as tokenized real-world assets grow past $31 billion. He pushes back on claims that the Ethereum Foundation's culture is broken, then turns to Strategy's preferred stock drama and says plainly that Michael Saylor is in a pickle. Host: Laura Shin, Host / Unchained Guests: Joseph Chalom - CEO of Sharplink Timestamps
David Lawant, Head of Research at Anchorage Digital, breaks down why Bitcoin's lack of native yield puts constant pressure on treasury companies, and makes the case that Michael Saylor's playbook is evolving rather than breaking. Host: Steven Ehrlich, Host of Bits + Bips: The Interview and Head of Research at Sharplink Guest: David Lawant, Head of Research at Anchorage Digital This clip is from a longer conversation on Strategy's Stretch rescue plan and Bitcoin's options market. Full episode here: https://youtube.com/live/VwBxQTcJeXc New Bits + Bips interviews are posted regularly - subscribe to catch the next one. Sponsor:
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