Podcasts about MicroStrategy

Time Stamps ⏰8:00 – How should a young person invest $100K11:30 – Elon buys back Tesla stock20:23 – Economic house of cards: Are we set for a recession?32:44 – MicroStrategy update38:33 – The rise of ASML43:06 – Apple's new iPhone feature48:00 – Oracle's stock explosionOn this week's Market Mondays, we broke down how young investors should approach $100K, Elon Musk's Tesla stock buyback, and whether the economy is setting up for a recession. We also covered the latest MicroStrategy update, the rise of ASML, and Apple's newest iPhone feature shaking up the tech world.We analyzed Oracle's stock explosion, Trump's push to end quarterly reporting, and why even the wealthy are still hesitant to buy Bitcoin. Plus, we looked at Netflix stock performance, fall market updates, and when could be the best time to buy during a pullback.Special guest Damon Frost, CEO of Bevel, joined us to talk about Bevel's Invest Fest sponsorship and the evolving climate of men's grooming. This episode is packed with insights you don't want to miss.2026 Tickets to Invest Fest (50% off!): https://investfest.com#MarketMondays #EarnYourLeisure #InvestFest #Tesla #Bitcoin #Stocks #Oracle #Apple #Netflix #ASML #Bevel #Investing #FinancialFreedom #RecessionOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this episode of Bitcoin For Corporations, host Pierre Rochard sits down with Christian Lopez (Cohen & Company) to explore the future of Bitcoin treasuries. Lopez explains why not holding Bitcoin is becoming “irresponsible” for corporate treasurers, how inflation erodes fiat reserves, and why MicroStrategy's strategy has reshaped the playbook.00:00 - Introduction and Christian Lopez Background03:49 - Corporate and Institutional Bitcoin Adoption Landscape08:07 - Challenges and Future of Bitcoin Corporate Adoption10:40 - Different Corporate Strategies for Bitcoin Treasury Management15:09 - Debate on Corporate Bitcoin Holdings vs. Returning Cash to Investors18:41 - Capital Structure Tools Used by Bitcoin Treasury Companies22:33 - PIPE Transactions and Convertible Notes Explained28:23 - Managing Investor Relations and MNAV in Bitcoin Treasury Companies30:07 - Impact of Financial Products on Bitcoin Market Volatility32:17 - Factors Influencing MNAV and Market Correlations35:44 - Bitcoin's Four-Year Cycle and Capital Flow Dynamics38:28 - Competition and Overlap Between Bitcoin and AI/HPC Capital40:46 - Macro Economic Factors Affecting Bitcoin and Inflation42:55 - Potential Inclusion of Bitcoin Treasury Companies in the S&P 50046:06 - Long-Term Outlook on Bitcoin Adoption and Wealth Transfer48:26 - Concerns About Capital Allocation and Leverage in Bitcoin Treasuries50:04 - Institutional Custody Standards and Providers for Bitcoin Treasuries51:49 - Asset Management Strategies: Cold Storage vs. Yield Generation53:19 - Final Questions on Market Valuation and Bitcoin's Macro Impact56:47 - Bitcoin's Impact on Real Estate, Technology Investing, and Debt Markets57:42 - International Bitcoin Treasury Opportunities and Market Arbitrage60:20 - Closing Remarks and Appreciation

Join Tommy Shaughnessy as he sits down with Mike Dudas, Managing Partner at 6th Man Ventures, to discuss one of the most successful seed investments in crypto history. Mike shares the inside story of backing Pump.Fun years before it became a cultural phenomenon, generating over $800 million in fees and reaching a $5.5 billion FDV. From cold DMs to billion-dollar outcomes, this conversation explores venture capital strategy, founder evaluation, and navigating the intersection of AI and crypto investing.6th Man Ventures: https://6thman.ventures

The panel opened with reflections on the tragic assassination of Charlie Kirk and other recent violent events, framing them through the lens of The Fourth Turning by Strauss & Howe.Discussion on how history moves in ~80–100 year cycles of crisis and renewal, with Bitcoin and decentralized protocols potentially forming the backbone of the next institutional order.John emphasized perspective, comparing today's turmoil with past upheavals (1960s, 1970s, World Wars), and highlighted the role of media saturation in shaping perceptions.Panelists praised Kirk's willingness to debate respectfully, lamenting the erosion of open dialogue in society.Shifted to macro: China's gold accumulation as a hedge against dollar hegemony, interpreted as part of a global move toward neutral reserve assets—gold today, Bitcoin tomorrow.Deep dive into U.S. financial surveillance: the inefficiencies of the Bank Secrecy Act (BSA) and threats of extending the Patriot Act to digital assets. Panelists argued KYC/AML laws are largely ineffective at stopping crime but very effective at surveilling citizens.Highlighted the DOJ's case against Samourai Wallet as an example of U.S. hostility toward Bitcoin privacy tools.Covered this week's major supply-chain attack on NPM packages, noting minimal impact but using it as a PSA: always verify addresses on hardware wallets and beware phishing scams.Tether launched a U.S.-regulated stablecoin (USAT). The panel explored how this intersects with the Genius Act, which would require stablecoin reserves to be in U.S. Treasuries, effectively creating a new forced buyer of U.S. debt.Quick hits: MicroStrategy denied S&P 500 inclusion (for now), BLS quietly revised U.S. job numbers down by 900k, Gemini goes public, and Michael Saylor positions MicroStrategy as a “Bitcoin capital markets” play. Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private. Put Bitcoin into your IRA and own your future. Check out swan.com/ira.Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.

In this must-watch episode of Holistic Investments, host Constantin Kogan sits down with crypto veteran David J. Namdar, CEO of BNB Network Company! With over 10 years in the game, David shares his wild journey: from pitching Bitcoin to Millennium hedge fund in 2013 (and getting rejected for lacking shorts!), co-founding Galaxy Digital with Mike Novogratz during the 2017 bull run, launching the 2nd Bitcoin ETF attempt (right after the Winklevoss twins), and now leading the charge in digital asset treasuries as CEO of BNB Network Company (NASDAQ: BNC).Why BNB? David breaks down why BNB is the "digital equity infrastructure" powering Binance's 290M users and 40% of global crypto trading volume – outpacing Coinbase's market share 8x! Backed by CZ's Easy Labs (largest investor) and Tangem Capital, CA Industries holds the biggest BNB treasury on the planet. Learn how this MicroStrategy-inspired strategy (but for BNB) could 10x your exposure without direct access to Binance in the US. David predicts BNB surpassing XRP by end of 2025 – and why tokenized stocks, 24/7 markets, and AI agents will supercharge BNB Chain over Ethereum.Key Highlights:

In this video, British Hodl discusses whether Bitcoin is co-opted or not and reveals the truth behind the debate. Is Bitcoin still the unstoppable force for freedom, or has it been co-opted by institutions, governments, and Wall Street? We dive into the real questions every hodler should be asking. Don't miss this breakdown, the truth about Bitcoin is here. Follow British Hodl on Twitter/X: https://x.com/BritishHodl Please Like, Share, and Subscribe to my channel!

What if we told you there's a way to earn yield on ETH, tap public markets, and build a MicroStrategy-style ETH compounding machine, all without touching a hardware wallet? In today's episode, we sit down with Ethereum OG Andrew Keys and SPAC expert Andrejka Bernátová to reveal the “Ether Machine”, a next-gen Digital Asset Treasury (DAT) that could change how institutions invest in ETH forever.~~~~~

In this episode, Lex speaks with Marcelo Ruiz de Olano, Co-Founder of KPK (Karpatkey), an on-chain asset management firm born out of Gnosis DAO. Marcelo recounts KPK's evolution from stewarding Gnosis's $1B treasury to advising on more than $2B for leading protocols like ENS, Balancer, and the Ethereum Foundation. The discussion dives into the mechanics of non-custodial treasury management - balancing governance, security, and risk - along with strategies across lending, liquidity provision, and stablecoin yields. Marcelo also shares why the rise of large Ethereum treasury companies could be a turning point for DeFi, injecting institutional-scale liquidity and potentially making ETH more liquid than Bitcoin. NOTABLE DISCUSSION POINTS:Origins and Scale of On-Chain Treasury ManagementKPK spun out of Gnosis DAO, which had one of the earliest and largest on-chain treasuries (~$1B). From there, KPK evolved into an independent manager now advising on over $2B of DAO and foundation treasuries (ENS, Balancer, Ethereum Foundation, etc.), pioneering non-custodial, fully on-chain asset management practices.Conservative, Mission-Driven Approach vs. Yield-ChasingUnlike many DeFi actors during “DeFi Summer,” KPK deliberately rejected risky high-yield strategies. Instead, they prioritized capital preservation and mission alignment—for example, ensuring ENS's treasury only supports Ethereum-strengthening initiatives (like minority client staking or avoiding centralization risks). This contrarian, values-driven approach built trust and positioned them as long-term stewards of DeFi treasuries.Transformative Potential of Ethereum Treasury CompaniesMarcelo highlights that emerging Ethereum treasury firms (similar to MicroStrategy's BTC play) could deploy $10B+ in ETH treasuries. A single such “mega whale” could inject unprecedented liquidity into DeFi—making ETH potentially more liquid than BTC, bootstrapping entire verticals (DEX liquidity, lending, insurance), and creating a flywheel where treasury strategies directly accelerate Ethereum's adoption and price stability. TOPICSKPK, Gnosis, Gnosis Safe, Balancer, Aave, Maker, Sky, Uniswap, Morpho, Ethereum Foundation, on-chain asset management, DAO, decentralized autonomous organization, treasury management, DeFi, tokenization, ETH, Ether, stablecoin, USDC ABOUT THE FINTECH BLUEPRINT

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen KI-Deal für Microsoft, den Echostar-Space-X-Trick und einen Kurssprung um 3000 Prozent. Außerdem geht es um Microsoft, Robinhood, Applovin, Emcore, Quantumscape, Volkswagen, Echostar, T-Mobile, Verizon, AT&T, Tesla, Eightco Holdings, BitMine Immersion, Nebius, CoreWeave, MicroStrategy, Deutz, Airbus, Dan Ives Wedbush AI Revolution ETF (WKN: A41ALU), Google, Meta, Bytedance, Newmont, Barrick Gold, Agnico Eagle Mines, Wheaton Precious Metals, Skeena Gold + Silver, Franco-Nevada, Alamos, Harmony Gold, Evolution Mining, Amundi NYSE Arca Bugs (WKN: ETF191), VanEck Gold Miners (WKN: A12CCL) und VanEck Junior Gold Miners (WKN: A12CCM). Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, der ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Metaplanet ha vuelto a captar la atención dentro del ámbito financiero, destacándose como protagonista en nuestro Radar Empresarial. La compañía japonesa ha realizado una importante adquisición de 136 Bitcoins por un valor total de 15,2 millones de dólares, lo que equivale a un precio aproximado de 111.783 dólares por unidad. Aunque la operación se llevó a cabo el pasado domingo, cuando la criptomoneda cotizaba ligeramente por debajo de los 111.000 dólares, su valor ha repuntado y ahora se sitúa en torno a los 113.205. Sin embargo, a pesar de esta mejora en el precio, el mercado reaccionó con escepticismo y las acciones de la empresa cayeron casi un 4% en la Bolsa de Tokio, acentuando la pérdida del 20% registrada la semana anterior. En la jornada de hoy, el retroceso se amplía hasta el 10%. La estrategia de Metaplanet con respecto a las criptomonedas no es nueva. Desde abril de 2024, la empresa ha venido adquiriendo Bitcoin siguiendo el modelo de Microstrategy, que actualmente continúa siendo el mayor poseedor institucional de esta criptodivisa. Pese a la volatilidad bursátil, la apuesta de Metaplanet ha sido respaldada por sus resultados: según datos de Bloomberg, desde que comenzó a invertir en Bitcoin, su valor en bolsa ha registrado una de las mayores subidas del mercado. De hecho, en julio de este año, el Financial Times informaba que la empresa había experimentado una revalorización cercana al 3.500%. Cabe destacar que Meta planet, que originalmente era una cadena hotelera, ha cambiado por completo su enfoque empresarial para centrarse en la acumulación de activos digitales, especialmente Bitcoin. Además, la compañía mantiene vínculos con figuras influyentes en la política estadounidense. Eric Trump, hijo del expresidente Donald Trump, fue nombrado asesor de Metaplanet en marzo y participó en la reciente reunión donde se concretó la compra de criptomonedas. Aunque ni él ni la empresa han ofrecido declaraciones públicas, se sabe que la administración Trump tiene como objetivo convertir a EE.UU. en el centro mundial del ecosistema cripto.

BIO: As Co-Founder & CEO of Mode Mobile, Dan Novaes is leading the transformation of how people interact with technology. His “Earn As You Go” software empowers millions of consumers to turn daily habits into passive income.STORY: Dan decided to take the bold move of turning his treasury into a long-term crypto strategy. What started as $2 million in Bitcoin and Ethereum ballooned to $30 million, but the 2022 crash and business pressures forced him to liquidate at low prices—missing out on what could have been a $100 million windfall.LEARNING: Don't chase aggressive expansion without a clear path to profitability. Stick to your core business. Separate your business from speculative bets. “Everyone has a plan until they get punched in the face. Take a moment of deep thinking every week when things are going well, think about everything that could go wrong, and then reassess your position.”Dan Novaes Guest profileAs Co-Founder & CEO of Mode Mobile, Dan Novaes is leading the transformation of how people interact with technology. His “Earn As You Go” software empowers millions of consumers to turn daily habits into passive income. Under his leadership, Mode achieved 32,481% revenue growth from 2019 to 2022 and ranked #1 in Software on Deloitte's Technology Fast 500 in North America.Worst investment everIn today's rapidly evolving and highly interconnected business world, companies are increasingly relying on external partnerships to drive growth and innovation.Dan's story begins in the early days of crypto. His company had raised funds through Bitcoin and Ethereum when Bitcoin was valued at just a few thousand dollars and Ethereum at only a few hundred. This early success in the crypto market was a testament to the potential for significant growth that these investments could bring.Once the business had a comfortable runway, Dan made a bold move—he turned their treasury, which is the accumulated profits and cash reserves, into a long-term crypto strategy, much like what companies like MicroStrategy would later become known for.Riding the waveAt first, the decision looked genius. That $1–2 million ballooned into $30 million. Dan was on CNBC, celebrating as Bitcoin crossed $10,000, and his company seemed unstoppable. They never had to fundraise again—until the 2022 crash.The crashIn 2022, Bitcoin's price fell from $63,000 to $18,000, and pressure mounted. Compounding the pain, many of Dan's advertising partners went bankrupt, leaving unpaid bills. This was a significant blow to the company's financial stability. To survive, Dan's company had to liquidate almost the entire treasury at depressed prices.Had Dan managed his growth and financials more cautiously, that crypto position could have grown to $100 million or more. Instead, he walked away with far less—and a bitter lesson.Lessons learnedGrowth at all costs is dangerous. Chasing aggressive expansion without a clear path to profitability can leave your company vulnerable when market conditions shift.Profit-taking matters. Riding the wave without ever securing gains turned paper wealth into a forced liquidation.Stick to your core business.Discipline is everything. Not letting market euphoria dictate strategy is critical to long-term survival.Andrew's takeawaysSeparate your business from speculative bets. Don't gamble with your excess cash on foreign exchange trades. Instead, hedge your risks because...

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Today's Big Money Bingo dives into one of the hottest yet most misleading products hitting the market: YieldMax ETFs. These funds are exploding in popularity across social media, with influencers pitching eye-popping dividend payouts that sound too good to be true. The problem? They are. In this video, we break down exactly why YieldMax ETFs are absolute garbage for long-term investors, even though they look like the ultimate passive income play.You've probably seen posts where people flash monthly payouts of $3,200, $10,000, or even $20,000, making it seem like a financial cheat code. The reality is much harsher. We dig into examples with Palantir, Tesla, and MicroStrategy, showing how these covered call ETFs systematically underperform their underlying stocks. Even when they pay dividends, the share price keeps collapsing, leaving investors with the illusion of income while their capital evaporates.We pull up charts and real data to prove the point. For instance, while Palantir was up over 100%, PLTY – the Palantir YieldMax ETF – was down more than 16% year-to-date. Tesla's story is even worse, with TSLA up significantly while TSLY crashed 45%. This isn't passive income, it's robbing Peter to pay Paul.You'll also see how YieldMax uses synthetic positions to sell at-the-money covered calls, locking in limited upside while leaving investors fully exposed to the downside. The dividends may look impressive at first, but they shrink rapidly over time. TSLY, for example, once paid $2 a month in distributions and now pays just 30 cents. That's an 85% drop in less than three years, proving these payouts follow an asymptotic curve toward zero.We break down why these products always lag behind the stocks they're tied to, why distributions steadily decline, and how the tax structure makes things even worse. Remember, dividends are taxable immediately, meaning you're paying taxes on “income” while your account value sinks. It's the opposite of smart investing.Beyond the hard truths about YieldMax ETFs, we highlight what actually works: finding stocks with both strong price appreciation and reliable dividends. That way the dividend becomes the icing on the cake, not a distraction from a collapsing share price. Expect to hear about proper risk management, market breadth, and why “don't buy the dip” is more than just a catchphrase—it's a survival strategy.This session is packed with powerful insights for traders and investors who want to avoid Wall Street traps and focus on strategies that actually build wealth. If you've been tempted by promises of 50% to 100% annual returns from high-yield ETFs, this breakdown shows the reality behind the hype and how to protect yourself from capital destruction disguised as income.➡️ Why YieldMax ETFs are a trap➡️ Real examples with Tesla, Palantir, and MicroStrategy➡️ How covered call ETFs destroy capital while paying “income”➡️ Why dividends shrink every year➡️ The tax trap hidden in high-yield ETFs➡️ What real dividend investing should look like➡️ Why proper discipline beats flashy payouts every timeWatch until the end to see the full breakdown and to learn why YieldMax ETFs are the latest Wall Street gimmick designed to look good but fail investors in the long run.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

On the eve of Microstrategy potentially being added to the S&P 500 NASDAQ makes an interesting clarification - is this an attack on Michael Saylor or something more?

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.The market never stops surprising traders, and this video breaks down exactly what's happening beneath the surface right now. We dive into why you never want to short a bull market, how sideways price action since mid-August is masking deeper volatility, and why breadth tells a very different story than the headline indexes. You'll see how major players like Amazon, Nvidia, Apple, Walmart, and Google are shaping the market while smaller names struggle to keep pace.This session explores how to use tools like the S&P 500 heat map and equal-weighted indexes to cut through the noise. Watching SPY versus RSP gives traders a true picture of market health beyond the mega-cap giants. You'll learn why chasing one-day pops can be a dangerous mistake, with examples like Hims and American Eagle showing how short-term excitement can blind you to the bigger trend.We also dig into OVTLYR's new outlier zones, which categorize stocks by volatility and outcome tendencies. Tesla, American Eagle, and MicroStrategy are used as real-world case studies so you can see how different profiles play out in live trading. These zones help traders avoid common traps and focus on setups with real potential.Another key focus is the new trading plan that's being tested and refined. Using OVTLYR's fear and greed heat map, the plan is split into two major approaches. Plan A looks at opportunities when SPY's fear and greed score is under 70, while Plan B zeroes in on setups when that score is above 70. Backtests show technology shines when sentiment runs hot, and this framework creates a structured path for traders instead of guessing on headlines.We cover essential concepts like gap and go versus gap and crap, showing how to identify when a breakout is real or when it's likely to fail within days. Case studies with names like Palantir and Celsius illustrate how to apply this strategy in practice so you can avoid being trapped in failed moves.➡️ Why you never short a bull market➡️ The hidden risks behind sideways market action➡️ How SPY vs RSP reveals the truth about market breadth➡️ Outlier zones explained with Tesla, American Eagle, and MicroStrategy➡️ The two-plan framework for trading with OVTLYR's fear and greed scores➡️ Gap and go vs gap and crap setups every trader must know➡️ Why expectancy and structure matter more than single tradesThroughout the video, the emphasis is on expectancy, discipline, and structure. The new OVTLYR 4.0 platform makes it possible to quickly evaluate setups, filter through noise, and trade with confidence. By using outlier zones, sector weightings, and carefully designed trading plans, you'll learn how to tilt the odds in your favor.If you've been frustrated by sideways markets, conflicting signals, or one-off stock moves, this breakdown shows how to get clarity. You'll see why understanding breadth, weighting, and volatility clusters matters more than watching price alone. The tools and examples shared here are designed to help traders cut through distractions, stick to their plan, and maximize expectancy with every trade.Watch until the end for key updates on the trading plan and insights on why OVTLYR's structured approach is a game changer for active traders.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

This week, the Hivemind team discusses post-Jackson Hole conditions, Bitcoin seasonality, and rate cut expectations. They analyze DATs and liquidity dynamics, MicroStrategy's S&P potential, Solana versus Base adoption, Pokémon TCG crypto experiments, and creator coin streaming models. They also unpack Plasma's TGE, World LibertyFi, stablecoin and institutional chain use cases, and Tom Lee's ETH commentary. Enjoy! -- Start your day with crypto news, analysis and data from Katherine Ross and David Canellis. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire Follow Ceteris: https://x.com/ceterispar1bus Follow Jason: https://x.com/3xliquidated Follow Yan: https://x.com/YanLiberman Follow LTR: https://x.com/0xLTR Follow Empire: https://x.com/theempirepod -- Subscribe on YouTube: https://bit.ly/4jYEkBx Subscribe on Apple: https://bit.ly/3ECSmJ3 Subscribe on Spotify: https://bit.ly/4hzy9lH Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (00:00) Introduction (02:25) Market Outlook (09:53) The State of DATs (17:07) Streaming & Creator Coins (36:28) Plasma's TGE & World LibertyFi (39:51) Stablecoins & the Tempo Announcement (48:48) Tom Lee's ETH Saga —-- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, the Hivemind team, and our guests may hold positions in the companies, funds, or projects discussed.

MicroStrategy may be under attack—and no one's talking about what's really going on behind the scenes. With regulatory heat, paper Bitcoin risks, and mounting pressure from legacy finance, is the world's biggest Bitcoin holder in serious trouble? Here's what you need to know right now.Your one-stop-shop for Bitcoin tutorials - visit my LEARN page!https://www.btcsessions.ca/learnBOOK private one-on-one sessions with BITCOIN MENTOR! Learn self custody, hardware, multisig, lightning, privacy, running a node, and plenty more - all from a team of top notch educators that I've personally vetted.https://bitcoinmentor.io/—------------------------------FOLLOW BTC Sessions on X: x.com/BTCsessions—------------------------------SHOW SPONSORS:BITCOIN WELL BUY BITCOINhttps://qrco.de/bfiDC6COINKITE/COLDCARD (5% discount):https://store.coinkite.com/promo/BTCSessions AQUA WALLEThttps://qrco.de/bfiD8gNUNCHUK HONEYBADGER INHERITANCEhttps://qrco.de/bfiDARHODLHODL NO KYC P2P EXCHANGEhttps://hodlhodl.com/join/BTCSESSIONDEBIFI LOANShttps://qrco.de/bfiDCpCRYPTOCLOAKShttps://qrco.de/bg5Dvo#btc #bitcoin #crypto

Institutions now hold more ETH than the Ethereum Foundation itself. How does this shift power dynamics?We sit down with Tomasz, co-executive director of the Ethereum Foundation, to explore institutional adoption's impact on Ethereum's governance and future.We cover massive ETH accumulation by companies like MicroStrategy, the Foundation's three scaling priorities, and why institutions launching L1s will eventually migrate to Ethereum L2s.Let's get into it.The Rollup---Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd9vbF3hJA2n7qoL5?si=f5ab82aaf7e2428dPodcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+8ARkR_YZixE5YjBhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

De cryptomarkt laat deze week nauwelijks beweging zien. Bitcoin noteert nog altijd rond de 110.000 dollar, precies hetzelfde niveau als een week geleden. Ook bij de altcoins is er weinig verandering te bespeuren, al staan de meeste munten licht in de min met verliezen tussen de drie en vijf procent. Daarmee lijkt het een rustige periode zonder grote koersschommelingen. Toch gebeurt er op de markten zelf wel degelijk wat. Na AMDAX is er nu een tweede bedrijf dat de strategie van Microstrategy naar de Amsterdamse beurs brengt. Treasury, zoals het nieuwe initiatief heet, wil zich profileren als Bitcoinopkoopbedrijf. Bekende namen staan achter deze constructie. De Winklevoss-broers, oprichters van cryptobeurs Gemini, investeerden mee, net als David Bailey, een Amerikaanse ondernemer die dicht tegen president Trump aanzit. In totaal is er 126 miljoen euro opgehaald, waarmee inmiddels al duizend bitcoin zijn aangeschaft. Treasury kiest voor een omgekeerde beursgang door de notering van het kleine bedrijf Nedsense over te nemen. Een exacte datum voor de beursnotering is nog niet bekend. Daarmee staat Amsterdam in korte tijd twee van dit soort projecten toe. AMDAX kondigde eerder de Amsterdam Bitcoin Treasury Strategy aan. Daar is in de eerste ronde deze week twintig miljoen euro opgehaald, met de mogelijkheid om dit bedrag op te schalen naar dertig miljoen. Ook hier is het doel om zoveel mogelijk bitcoin in te kopen en op de balans te zetten. Daarmee sluit Nederland aan bij een bredere Europese trend: in Duitsland, Frankrijk, het Verenigd Koninkrijk en Zweden bestaan al langer beursgenoteerde bedrijven die deze strategie volgen. De komst van Treasury valt vooral op door de omvang van de investering en de prominente namen die zich eraan verbinden. Verder ligt cryptobedrijf OKX onder vuur van De Nederlandsche Bank. Het van oorsprong Chinese bedrijf heeft inmiddels een Europese vergunning via Malta, maar opereerde eerder zonder de verplichte registratie in Nederland. Daarvoor legt DNB nu een boete op van 2,25 miljoen euro. Dat bedrag ligt onder de maximale straf van vier miljoen euro, omdat OKX stappen heeft gezet om overtredingen te voorkomen en ondertussen een Europese vergunning volgens de nieuwe MiCAR-regels heeft verkregen. Toch is de straf niet onomstreden: OKX was actief in Nederland terwijl andere grote partijen, zoals Binance, Coinbase en Bybit, zich wél aan de registratieverplichtingen hielden. Tot slot verbreedt DeGiro zijn aanbod. Vanaf maandag kunnen Nederlandse klanten via het platform twintig van de grootste cryptovaluta verhandelen. Het bedrijf benadrukt dat er geen plannen zijn om een volwaardige crypto-exchange te worden, maar positioneert zich wel in de kopgroep wat betreft transactiekosten. Met een miljoen Nederlandse klanten is DeGiro een van de belangrijkste beleggingsplatforms in het land, al is de verwachting dat de stap richting crypto geen grote verschuiving op de markt zal veroorzaken. Deze week in de CryptocastEen gesprek met Martijn Siebrand, program manager Digital Assets bij ABN AMRO. En dat is toch wel bijzonder, want banken waren voorheen altijd érg mediaschuw rond hun plannen met crypto en blockchain. Achter de schermen is er toch een hoop aan de hand: ABN zet stappen met het digitaal, via blockchain dus, uitgeven van obligaties en ziet in bijna alle stappen van dat proces een use case voor crypto. En ook op andere vlakken zijn ze druk bezig. Co-host is Mauro Halve. Met Daniël Mol 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/cryptocast See omnystudio.com/listener for privacy information.

Ed and Tim from Bitcoin Treasuries break down the corporate bitcoin strategy space, MicroStrategy's dominance, valuation challenges, and what's next for treasury companies in this volatile market. Ed and Tim from Bitcoin Treasuries join us to talk about the explosive growth of bitcoin treasury companies, why traditional metrics don't work anymore, MicroStrategy's continued outperformance versus the Mag 7, mining companies losing narrative appeal, and their upcoming September 17th Bitcoin Treasuries Unconference in NYC. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • MSTR outperformed Mag 7 every day for a year • Traditional PE ratios don't work for BTC cos • MicroStrategy: $500M revenue, $75M profit • Fixed income markets worth $4 trillion • Many treasury cos trade below NAV • Bitcoin gains counted as revenue now Timestamps 00:00 Start 01:17 Conference & podcast 03:01 MSTR price lag 05:20 Market outlook 06:55 Why BTC treasury companies? 09:30 Comparing companies 15:03 Bearish BTC miners? 18:34 Future of treasury companies 22:20 Winner take most or all? 23:27 Attracting capital 26:23 Bitmex Report 28:56 Conference highlights 32:55 Wrap up -

Is MicroStrategy secretly positioning itself as Bitcoin's Trojan Horse into the S&P 500? Preston Pysh, Isabella Santos, and Ryan Cochran unpack the hidden strategy that could force every institutional investor to own Bitcoin—whether they want to or not.FOLLOW TODAY'S PANELISTS:https://x.com/PrestonPyshhttps://x.com/isabellasg3https://x.com/FiatMentorRyanFOLLOW BTC SESSIONS on X/Nostr: x.com/BTCsessionsbtcsessions@getalby.comBOOK private one-on-one sessions with BITCOIN MENTOR! Learn self custody, hardware, multisig, lightning, privacy, running a node, and plenty more - all from a team of top notch educators that I've personally vetted.https://bitcoinmentor.io/—------------------------------SHOW SPONSORS:BITCOIN WELL - BUY BITCOINhttps://qrco.de/bfiDC6COINKITE/COLDCARD (5% discount):https://qrco.de/bfiDBVAQUA WALLEThttps://qrco.de/bfiD8gNUNCHUK HONEYBADGER INHERITANCEhttps://qrco.de/bfiDARHODLHODL NO KYC P2P EXCHANGEhttps://hodlhodl.com/join/BTCSESSIONDEBIFI LOANShttps://qrco.de/bfiDCpCRYPTOCLOAKShttps://qrco.de/bg5Dvo#btc #bitcoin #crypto

This episode of the Hot Options Report is an early edition, hosted by Mark Longo. The show covers the day's market activity, which is in the red, with the S&P 500 down and the VIX up. The host goes through the most active options in various indices and single-name stocks, including VIX, SPY, SPX, IWM, QQQ, and popular names like Robinhood, Amazon, Alibaba, AMD, MicroStrategy, Apple, Palantir, Open, Tesla, and Nvidia. The host also talks about how active the market has been, with many options contracts expiring today. Time Stamps 0:00: Show introduction  2:40: Market overview: S&P and other indices are down; VIX is up. 3:57: VIX activity analysis, including the top hot option. 5:10: SPY activity and the hottest options contracts. 6:27: SPX activity and the hot options in the index. 7:39: IWM (small caps) activity and the top put option. 9:30: QQQ (Nasdaq) activity and the prevalence of zero-day options. 10:30: Single-name stock analysis begins. 10:52: #10 Robinhood (HOOD) options activity. 12:00: #9 Amazon (AMZN) options activity. 13:00: #8 Alibaba (BABA) options activity. 14:04: #7 AMD options activity, noting high average daily volume. 15:38: #6 MicroStrategy (MSTR) options activity. 17:34: #5 Apple (AAPL) options activity. 18:32: #4 Palantir (PLTR) options activity. 19:54: #3 Open (OPEN) options activity. 21:05: #2 Tesla (TSLA) options activity, including a potential conversion reversal. 22:15: #1 Nvidia (NVDA) options activity, taking the top spot. 23:18: Closing remarks ------------------------------------------------------------------------- All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.

Michael Saylor's Strategy might get added to this $61 trillion market!!► Bitcoin Well: bitcoinwell.com/simplybtc► Ledn: https://learn.ledn.io/simplySimply Bitcoin clients get 0.25% off their first loan► SAT123: https://sat123.com/simplybitcoinUse code SIMPLY for 15% off► Stamp Seed: www.stampseed.comPROMO CODE: SIMPLY for a 15% discount► HIVE Digital Technologies: hivedigitaltech.com► Casa: casa.io/simplyPROMO CODE: SIMPLY for 5% OFF your first year of Casa Standard or Premium ► BitcoinBen: bitcoinben.ioFOLLOW US► https://twitter.com/SimplyBitcoinTV► 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.

We're in the first inning of digital asset treasury companies reshaping institutional crypto adoption.Today we sit down with Michael Anderson from Framework Ventures to explore how MicroStrategy's playbook is spreading. With Ethereum ETFs trading below NAV and treasury companies preparing debt issuance once they hit $10 billion, we're seeing early signs of crypto's institutional future.Michael breaks down why DeFi remains blockchain's core value proposition and why we might see tens of billions in Ethereum purchases by year-end.Let's get into it.The RollupWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+8ARkR_YZixE5YjBhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Michael Saylor's Bitcoin strategy may be more than corporate treasury—could MicroStrategy be the backbone of America's first national Bitcoin reserve? With Trump pledging to never sell seized Bitcoin, Eric Trump calling Saylor a “national treasure,” and DC quietly moving on strategic assets, the pieces are lining up. Is this the ultimate play for US dominance in the digital age?SPONSORS⛓️ Mining Disrupthttp://www.eventbrite.com/e/1332865469499/?discount=SIMPLYBITCOINThe Worlds Largest Bitcoin Mining Expo!! Dallas, Texas November 11-13, 2025Promo code: SIMPLYBITCOIN for 20% off⚡️ THE ORANGE PILL APPhttps://www.orangepillapp.com - Meet local Bitcoiners- Find local Bitcoin events- Find local merchants that accept Bitcoin- STACK FRIENDS WHO STACK SATS

DAT mania meets market reality. Tom Lee becomes the face of ETH as BitMine amasses 1.5% of supply and mNAV premiums start to collapse. We break down Japan's MetaPlanet tax arbitrage, SharpLink's buyback tactics, and the coming wave of DAT M&A. Plus: Robinhood launches tokenized stocks in Europe using Arbitrum, the WFE fires a warning shot, and Stylus lets fintech devs go Rust-first onchain. Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, Arbitrum's AJ Warner (Chief Strategy Officer at Offchain Labs) joins to unpack the rise (and potential fall) of Digital Asset Treasuries (DATs), as Tom Lee emerges as Ethereum's public face and BitMine amasses 1.5% of ETH. We dive into the collapse of mNAV premiums, Japan's MetaPlanet tax arbitrage, and the looming consolidation of subscale DATs. Plus: Robinhood launches tokenized stocks in the EU on Arbitrum, AJ shares the roadmap for Robinhood Chain, and we debate whether token wrappers, buybacks, and DAT M&A mark the next era of crypto capital markets. Show highlights

Mentor Sessions Ep. 026: Bitcoin's $2M Gold Parity, ETF Surge, MicroStrategy Risks & Network Threats | Vijay BoyapatiIs Bitcoin set for a historic bull market? In this explosive BTC Sessions interview, Vijay Boyapati, author of The Bullish Case for Bitcoin, reveals why ETF approval is fueling massive institutional adoption, potentially ending Bitcoin cycles. He predicts Bitcoin hitting gold parity at $1.5M–$2M within 5–10 years! Vijay dissects MicroStrategy's financial engineering, NAV premium risks, and treasury companies' threat to Bitcoin's decentralization. He warns of quantum computing challenges, advocates for Bitcoin Core ossification, and shares Ron Paul-inspired libertarian insights on Bitcoin as the global reserve currency. For Bitcoiners seeking bull market analysis this episode is a must-watch! Join the Bitcoin revolution, learn why Vijay champions self-custody, and discover how Bitcoin could reshape finance. Like, subscribe, and secure your financial future now!Key Topics:Bitcoin bull market and ETF approvalVijay Boyapati on institutional adoptionGold parity and $1.5M–$2M price predictionMicroStrategy's financial engineering risksTreasury companies and centralizationQuantum computing threats to BitcoinBitcoin Core ossification debateRon Paul and global reserve currencyChapters:00:00 Intro & Episode Summary01:16 Institutional Adoption02:02 ETF Approval Impact04:13 Gold ETF Comparison & Bull Market05:00 Are Bitcoin Cycles Dead?06:52 Gold Parity Price Prediction10:57 Gold to Bitcoin Shift12:30 Nation States & Bitcoin Reserves13:48 MicroStrategy's Bitcoin Strategy15:30 Financial Engineering & NAV Premium18:49 Centralization Risks24:27 NAV Discount Dangers36:40 Bitcoin Core Ossification41:50 Quantum Computing ThreatsAbout Vijay Boyapati:Author of The Bullish Case for Bitcoin, Software Engineer & Bitcoin AdvocateX: @real_vijayWebsite: bullishcaseforbitcoin.com

Whales are selling. ETFs are buying. And U.S. Bitcoin reserves may not be what you think! In this explosive Simply Bitcoin IRL episode, Alex Thorn (Head of Firmwide Research at Galaxy) joins us to break down the most important questions in Bitcoin today:- Will MicroStrategy and Bitcoin Treasuries actually outperform Bitcoin itself?- Is the rise of ETFs creating Paper Bitcoin risk?- Who really controls the U.S. government's Bitcoin stash?- Are the four-year cycles dead now that institutions dominate the market?- Could Quantum computing one day threaten Bitcoin?Alex brings insider research, sharp insights, and unfiltered truth bombs you won't hear anywhere else. If you want to understand the future of Bitcoin in the age of whales, ETFs, and nation-state reserves, this interview is a must-watch.SPONSORS:✅ Lednhttps://learn.ledn.io/simplySimply Bitcoin Clients get .25% OFF their first loan

In this episode of Coin Stories, Natalie Brunell is joined by investor Preston Pysh to discuss: Bearish sentiment and panic hitting Bitcoin market and price Why people are upset about MSTR guidance change What is a preferred stock and why do companies issue them The REAL Ponzi scheme in this market Warning signs in Bitcoin treasury companies Why people are so against Bitcoin Follow Preston on X https://x.com/prestonpysh  ---- Coin Stories is powered by Gemini. Invest as you spend with the Gemini Credit Card. Sign up today to earn a $200 intro Bitcoin bonus. The Gemini Credit Card is issued by WebBank. See website for rates & fees. 10% back at golf courses is available until 9/30/2025 on up to $250 in spend per month. Learn more at https://www.gemini.com/natalie  ---- Coin Stories is powered by Bitwise. Bitwise has over $10B in client assets, 32 investment products, and a team of 100+ employees across the U.S. and Europe, all solely focused on Bitcoin and digital assets since 2017. Learn more at https://www.bitwiseinvestments.com  ---- Ledn is the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. Get .25% off your first loan, learn more at https://www.Ledn.io/natalie  ---- Natalie's Bitcoin Product and Event Links: Secure your Bitcoin with collaborative custody and set up your inheritance plan with Casa: https://www.casa.io/natalie  Block's Bitkey Cold Storage Wallet was named to TIME's prestigious Best Inventions of 2024 in the category of Privacy & Security. Get 20% off using code STORIES at https://bitkey.world   Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie  For easy, low-cost, instant Bitcoin payments, I use Speed Lightning Wallet. Play Bitcoin trivia and win up to 1 million sats! Download and use promo code COINSTORIES10 for 5,000 free sats: https://www.speed.app/coinstories  Earn passive Bitcoin income with industry-leading uptime, renewable energy, ideal climate, expert support, and one month of free hosting when you join Abundant Mines at https://www.abundantmines.com/natalie  Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie   Your Bitcoin oasis awaits at Camp Nakamoto: A retreat for Bitcoiners, by Bitcoiners. Code HODL for discounted passes: https://massadoptionbtc.ticketspice.com/camp-nakamoto      ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more:  https://t.me/blockspacenews Welcome back to The Mining Pod! Today, Luxor CEO Nick Hanson joins us to discuss TeraWulf's upsized convertible note and Google boosting its WULF stake to 14%, [Micro]Strategy's flip-flop on share dilution, Applied Digital's $3B North Dakota data center expansion, Riot shedding its Bitfarms stake below 5%, and the latest memecoin spectacle, Kanye West's Yeezy Money launch on Solana. Subscribe to our newsletter!  **Notes:** • Hash price sits at $55/PH/day, down significantly • TeraWulf market cap hits $3.6B after Google deal • Applied Digital announces 280MW data center • Riot divests BitFarms stake below 5% • Yeezy coin reaches $2B market cap briefly • MicroStrategy changes dilution guidance rules Timestamps: 00:00 Start 02:04 CEO stepping down 03:29 Mining only, no HPC 05:36 More management changes? 08:26 Operations & cashflow 12:36 Colorado Air Filter 16:21 ASIC purchases 19:06 Status of 10 exahash 22:08 Cleanspark 22:38 Debt & growth 27:31 Treasury strategy

Michael Saylor steht am Abgrund. Mit Milliarden hat er Bitcoin nach oben getrieben, jetzt bricht sein Modell unter der Last der Kosten zusammen. MicroStrategy ist cashflow-negativ, die Kritik wächst, und viele sprechen bereits vom größten Schneeballsystem im Krypto-Markt. ♦️ Meine echten 3 Investment-Positionen: https://julianhosp.de/meine-top-3 —————— ♦️ Deep Dive, Portfolio, Strategien - Inner Circle: https://julianhosp.de/InnerCircle ♦️ Montag bis Freitag: Dein persönliches Finanz-Audio. Kompakt, klar und mit den wichtigsten Marktinfos für deinen Vorsprung: https://julianhosp.de/ic-daily —————— KOSTENLOSE TOOL: ♦️ Meine echten 3 Investment-Positionen: https://julianhosp.de/meine-top-3 ♦️ Deine Abkürzung in die Welt der Kryptowährungen: Das Cheat Sheet: https://bit.ly/cheat-sheet_JH ——————

On this week's Weekly Rollup Ryan and David ask if the cycle top is in and whether alt season is coming, debating if it is time to buy the dip or sell everything while reviewing 30 market signals. ETH ETFs pull in over $3B as Tom Lee buys and Saylor mints more MicroStrategy shares, yet prices remain stuck and treasury premiums compress. Meanwhile the Fed signals a pro-crypto shift, Wyoming unveils a state stablecoin, and New York threatens new taxes, setting up another pivotal week in crypto. ---

At this year's Wyoming Blockchain Symposium, regulators and policymakers made it clear that crypto's role in the U.S. financial system is entering a new chapter. Federal Reserve Governor Michelle Bowman delivered a groundbreaking speech on embracing innovation, SEC Chair Paul Atkins signaled fresh thinking on token regulation, and Senate Banking Chair Tim Scott weighed in on the market structure bill. Wyoming also launched its own state-backed stablecoin, underscoring the state's push to the forefront of digital finance. Plus, we break down market sentiment, MicroStrategy's shifting guidance, and why some analysts see this bull run extending to 2027. Brought to you by: Grayscale offers more than 20 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. To learn more, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Grayscale.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ -- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.grayscale.com//?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-thebreakdown)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

A sharp panel debates Bitcoin's “institutional phase”: BlackRock's ETF as catalyst, SEC policy shifts on in-kind redemptions, and the boom in corporate treasury strategies. They probe Coinbase custody concentration, nationalization risks, Tether's role, and why self-custody remains the antidote. AI's influence on education and CBDCs vs private stablecoins round out a high-signal hour. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 03:11 - Why BlackRock's spot ETF marked a cultural and capital tipping point.  05:31 - How SEC limits on in-kind redemptions and their reversal, shape market integrity.  08:56 - The difference between MicroStrategy's preferred stock model vs convertible debt.  10:14 - Why concentrated Coinbase custody introduces fragility and what decentralizes it.  12:10 - The political “nationalization” risk and how institutions could be rugged.  17:45 - The case for denominating liabilities in fiat while stacking BTC.  19:50 - Pitfalls of copycat treasury companies timing the market (e.g., short-dated debt).  25:53 - How AI-driven discourse (e.g., Grok) accelerates Bitcoin education.  29:10 - Why private stablecoins (e.g., Tether) may outcompete CBDCs globally.  37:37 - The timeless lesson: make Bitcoin “un-ruggable” via self-custody. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES P2P Bitcoin Trading Platform: Hodl Hodl.  Event details: Baltic Honeybadger Conference. Conference sponsor: Debifi. Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Join the exclusive ⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: ⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ | | ⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠Bitcoin Fundamentals Starter Packs⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠. Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠. SPONSORS SimpleMining HardBlock AnchorWatch Human Rights Foundation Cape Unchained Vanta Shopify Onramp Abundant Mines Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

It looks like the market is going on vacation! Well I am too. Today we talk everything from vacation plans to shifting markets. We also cover recent crypto volatility, the resilience of Bitcoin, and concerns over MicroStrategy's stock dilution strategy, framing dips as potential buying opportunities within broader trends. We chat on quirky social trends in China, like “pretend to work” jobs for unemployed youth, and highlight Ray Dalio's view that real estate is a poor investment in today's environment with recent price drops accorss the U.S. Today we discuss... Media narratives often obscure the real developments happening quietly in the background. Stablecoins are emerging as a substitute for the dollar and could diminish banks' central role in the financial system. This shift resembles the fragmented multi-currency era before the creation of the Federal Reserve. Recent crypto markets have been volatile, with Bitcoin showing resilience despite sharp pullbacks. Ray Dalio argued that real estate is a poor investment today due to its interest rate sensitivity and immobility. U.S. real estate markets are already showing significant price declines in several regions. The administration is talking up lower rates, Trump has pushed cuts, and Powell left rates unchanged at the last meeting. Market behavior appears disconnected from economic data, undermining the usefulness of traditional reports. Government statistics are viewed as unreliable, with references to Shadow Stats' alternative takes on CPI history. Given data doubts, the focus should be on how markets and investor sentiment actually react. Seasonally, mid-August to mid-November is typically weak, and the second year of a presidency often underperforms. August and September have historically been the S&P 500's weakest months, while 2025 has so far outperformed typical post-election patterns. Personal spending is slipping, and fast-casual chains' same-store sales have fallen since Q4, suggesting strain. Housing and renovation activity looks softer versus the last five years but closer to pre-2020 norms—a reversion to the mean, not necessarily recession. Student loan and credit-card delinquencies are spiking, hinting at cash-flow stress that clashes with low unemployment data. Tariff revenues jumped from roughly $8B/month to about $29.6B/month, with companies largely absorbing costs so far. Money is chasing select commodities like gold, silver, and uranium, while others like lithium lag and could move with China trade shifts. The dollar sits mid-range historically and could sink on aggressive cuts, though today's “broken” market dynamics muddy typical cause-and-effect. Despite risks, the market's underlying tone is bullish, so a continued climb is possible on favorable policy headlines. Research notes humans rate AI higher when it agrees with them, suggesting systems learn to avoid conflict and may reinforce user beliefs.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/market-is-going-on-vacation-739 

Bitcoin and MicroStrategy are both taking major hits—so is the bull run already over? Tuur Demeester, Guy Swann, and Pete Evans break down what's really happening, what comes next, and how investors should prepare.FOLLOW TODAY'S PANELISTS:https://x.com/peteevanschefxhttps://x.com/TheGuySwannhttps://x.com/TuurDemeesterFOLLOW BTC SESSIONS on X/Nostr: x.com/BTCsessionsbtcsessions@getalby.comBOOK private one-on-one sessions with BITCOIN MENTOR! Learn self custody, hardware, multisig, lightning, privacy, running a node, and plenty more - all from a team of top notch educators that I've personally vetted.https://bitcoinmentor.io/—------------------------------SHOW SPONSORS:BITCOIN WELL - BUY BITCOINhttps://qrco.de/bfiDC6COINKITE/COLDCARD (5% discount):https://qrco.de/bfiDBVAQUA WALLEThttps://qrco.de/bfiD8gNUNCHUK HONEYBADGER INHERITANCEhttps://qrco.de/bfiDARHODLHODL NO KYC P2P EXCHANGEhttps://hodlhodl.com/join/BTCSESSIONDEBIFI LOANShttps://qrco.de/bfiDCpCRYPTOCLOAKShttps://qrco.de/bg5Dvo#btc #bitcoin #crypto

This episode dives into the fast-moving options market for Tuesday, August 19th. Mark Longo discusses the surge in trading volumes and options activity across major indices like VIX, SPX, IWM, and QQQ, as well as in popular single-name equities such as Apple, AMD, Intel, Tesla, and Nvidia. Notable highlights include significant trades in VIX September 16 puts, SPY 643 calls, and heavy movements in the tech bellwethers. Additionally, the show touches on recent developments in Intel and MicroStrategy, offering insights into the trading strategies involved. The episode also encourages listeners to check out Public.com for cost-effective options trading and full network programs for more in-depth market analysis.   01:05 Welcome to the Hot Options Report 02:59 Market Overview and VIX Analysis 04:28 SPY and SPX Options Activity 06:19 Small Caps and QQQ Insights 08:05 Single Name Equity Options Highlights 10:16 Top 10 Options Trades of the Day 20:12 Conclusion and Upcoming Shows   --------------------------------------------- All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.  

Bitcoin may be breaking records again, but this time it's not because of retail frenzy. Search trends, social media chatter, and small-investor activity are all far quieter than they were in 2017 or 2021. The people driving this move aren't hobby traders—they're the biggest institutions and the wealthiest investors on the planet. Look at BlackRock. Larry Fink once dismissed Bitcoin as an “index of money laundering.” Now he's calling it “digital gold,” and his firm's iShares Bitcoin Trust (IBIT) has become the fastest-growing ETF in history.  It's pulled in nearly $90 billion, representing more than 3% of all the Bitcoin that will ever exist. Those billions aren't coming from TikTok influencers—they're coming from pensions, hedge funds, and the kind of family offices that have multi-generational plans for capital preservation and growth. Even Harvard University has made the leap. Back in 2018, its star economist Kenneth Rogoff said Bitcoin was more likely to hit $100 than $100,000. Today, Harvard's endowment owns more of BlackRock's IBIT than it does Apple stock in its U.S. equity portfolio. That's not just a change of heart—it's a complete reversal in worldview. And of course, there's Michael Saylor, whose MicroStrategy now holds close to 3% of the total future Bitcoin supply, turning a business software company into a corporate Bitcoin vault. This is institutional FOMO. The biggest asset manager on Earth is selling it, elite universities are holding it, corporate treasuries are betting their future on it, and family offices are adding it to the same portfolios that hold their blue-chip stocks and trophy real estate. But institutions aren't the only ones making this move. There's another wave—quieter but just as significant—coming from the ultra-high-net-worth crowd. The centimillionaires.  The people who can wire $10 million into a position without blinking. I've always said: never take financial advice from someone with less money than you. Well, Gary Cardone has a lot more than me—and he's all in on Bitcoin. Gary is part of what they call “smart money.” He's in the same camp as the other ultra-wealthy who aren't just dabbling in crypto—they're making conviction bets.  And when you see people with that kind of capital and that kind of access all moving in the same direction, it's worth listening to why. That's exactly why I sat down with him—to hear, straight from someone in that rarefied circle, why Bitcoin has gone from a curiosity to a core holding.

Eric Brown vividly recalls his trial by fire at MicroStrategy. Joining a subsidiary, he expected to help deploy hundreds of millions from a planned secondary raise. Instead, “the parent company had a restatement…raised zero,” he tells us. Elevated to CFO, he faced layoffs of two-thirds of staff and operating margins at -40%. Over three years, Brown led a turnaround to +30% margins and a market cap recovery from $55 million to more than $1 billion. “Nothing really phases me,” he says of the experience.That resilience shaped how he later embraced growth. At Tanium, he oversaw hyperbolic expansion—ARR surging from $8 million to over $220 million in three years—while remaining operating cash-flow positive. At Electronic Arts, he guided the transformation from disc-based game sales to digital distribution. And at Informatica, he achieved what he once missed at another firm: leading a successful $1 billion IPO.Now at Cohesity, Brown sees a new frontier in AI. Comparing it to earlier waves like the internet and cloud, he emphasizes the capital intensity and strategic importance of data. Training large language models will be limited to “maybe eight to ten long-term” entities worldwide, he tells us. For Cohesity, which secures and curates customer data, AI offers both internal efficiencies—like case resolution and policy querying—and external growth through its Gaia platform.From existential crisis to IPO triumphs, Brown frames AI as the next defining wave. “The broad-based applicability is extraordinary,” he tells us, adding that the real battle will be for privileged data.CFOTL: Thank you for that perspective. You revealed to us pretty much what Cohesity is up to, and maybe you can tell us a little bit about the acquisition last year of Veritas. After that was announced, it was said you were now the largest data protection software provider by market share. How has that transformed your business strategy or competitive positioning?Brown: First of all, this transaction is a landmark deal—something that would make an amazing business school case study. To set it up: Cohesity, a private company with about $550 million in GAAP run-rate revenue, had just reached break-even. Then we bought 72% of Veritas in a carve-out from a private entity. That move doubled our size—Veritas had roughly $1.1 billion in GAAP revenue.You ask, how does a $500 million company buy a $1.1 billion company? The answer is you need a compelling case and a lot of capital. The case was horizontal consolidation: Veritas had an incredible install base but an older-generation product, while Cohesity had a next-gen hyper-converged product. Together, we could offer something better. With 4,000 Cohesity customers and 9,000 from Veritas—and only 2% overlap—we created a highly complementary enterprise customer base.To finance it, we essentially became a deal-specific private equity company, raising $950 million of equity and $2.8 billion of debt. We closed the deal in December last year. Since then, we've integrated at record speed—three to four times faster than you'd normally see in an M&A transaction. Every system has converged except customer care, which will be complete by November. Customer response has been strong, and the original thesis—that we'd be better together with a stronger roadmap and a future-proofed Veritas base—has proven absolutely true. This wasn't just financial engineering; the combined product value proposition is rock solid, and it's been great to see that play out.

Anniversary reflections: 54 years since Nixon closed the gold window in 1971 and 5 years since MicroStrategy announced its first Bitcoin purchaseGlobal inflation since 1971: No country has averaged

In this episode of the Hot Options Report, we recap a dynamic week in the options market. The discussion opens with VIX options, which saw a significant surge with 843,000 contracts traded, highlighting the popularity of the 15.5 puts. SPY options also saw substantial activity, but fell just short of their daily average volume (ADV). Trading in SPX options nearly met their ADV with 3.6 million contracts traded. IWM showed near-record activity with 1.5 million contracts. The NASDAQ QQQ options hit 4.1 million contracts, just above their ADV. Single-name stocks like Amazon, MicroStrategy, Palantir, AMD, Apple, and Tesla also showed remarkable trading volume, with Amazon leading with 927,000 contracts. Nvidia topped the list with nearly 3.5 million contracts, driven primarily by the 180 calls.   00:00 Introduction and Welcome 01:04 Final Hot Options Report for the Week 02:18 VIX Options Activity 03:06 SPY Options Activity 03:50 SPX Options Activity 04:28 Small Caps Options Activity 05:34 Nasdaq Options Activity 06:25 Single Names Options Activity 06:52 Top 10 Most Active Options 18:02 Conclusion and Next Week's Preview ------------------------------------------------------------------------- All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.  

Steven Lubka explains "paper bitcoin summer" - how treasury companies use regulatory arbitrage to efficiently acquire Bitcoin through capital markets, creating leveraged Bitcoin exposure for investors who can't directly buy BTC.Steven Lubka, VP of Investor Relations at Nakamoto, joins us to talk about the "paper bitcoin summer" phenomenon, treasury companies as Bitcoin acquisition vehicles, regulatory arbitrage strategies, international market expansion, and why vibes matter in capital markets. We explore how companies like MicroStrategy pioneered leveraged Bitcoin strategies and what the future holds for Bitcoin financial institutions.Subscribe to the newsletter! https://newsletter.blockspacemedia.com**Notes:**• Treasury companies hold ~60k BTC outside MicroStrategy• MicroStrategy trades at 2x NAV premium currently• Bitcoin has multi-trillion dollar market cap• Preferred shares cost ~9-10% for these companies• MetaPlanet proved model works internationally• Galaxy sold 80k BTC recently absorbed by marketTimestamps:00:00 Start02:19 Paper Bitcoin Summer05:25 Treasury company bull case11:27 Why now?15:12 How many companies can do this?20:22 IPO vs SPAC22:45 Why BTC & not other commodities?26:01 Market liquidity29:01 Marketing as asset34:04 Vibes Capital Markets39:46 Paper Bitcoin Maxi45:57 Nakamoto's future50:34 Amanda & Branden53:17 Wrap up-

What would make a successful real estate investor walk away from a booming portfolio… to go all-in on Bitcoin? In this episode, we sit down with Chris from The Stealthy Rich to unpack his bold decision to shift from rental properties to digital assets — and why he believes Bitcoin is the greatest asymmetric bet of our lifetime. We dive into the rising costs of real estate, the influence of macro policy, and how Bitcoin offers a hedge against inflation, taxes, and fiat debasement. Chris shares exactly how he invests today, the role of cold storage, his thoughts on Michael Saylor and MicroStrategy, and why dollar cost averaging is his go-to strategy in a volatile market. If you've ever questioned where to place your next big bet, this conversation will challenge everything you thought you knew about wealth, investing, and the future of money. RESOURCES

Plus: President Trump posts on social media that there would be no new tariffs on gold. Cryptocurrency-linked stocks Coinbase and MicroStrategy rise with bitcoin's price. Anthony Bansie hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

“Bitcoin is a cheat code.” In this episode of Bitcoin Backstage, Mark Moss explains why a single asset can outperform everything else — and how corporate treasuries, institutional adoption, and America's deliberate dollar devaluation are setting the stage for Bitcoin's biggest bull run yet.Mark breaks down the rise of the “new Bitcoin class” on Wall Street, why companies like MicroStrategy are reshaping corporate balance sheets, and how the U.S. dollar reset mirrors historic currency accords. He also shares his 2030–2040 Bitcoin price targets, predicts when Bitcoin will become the global unit of account, and explores the game-changing role AI will play in the Bitcoin economy.Connect with Mark Moss on X: https://x.com/1MarkMossConnect with Isabella Santos on X: https://x.com/isabellasg3

Today's show:Jason and Lon recorded a Thursday night special edition, so no Alex this time, but still lots to talk about.First up, Jason thinks it's time for Tim Apple to exit the stage in lieu of a product obsessive innovator. Speaking of new products, GPT-5 is here and the hosts are… not exactly blown away. Are we in the midst of the AI trough of despair?PLUS we're talking Ripple's acquisition of Rail, Donald Trump's new AI chatbot, Bumble's new direction, Airbnb's potential paths forward and MUCH MUCH MORE.Timestamps:(0:00) Why Jason thinks Apple lacks innovation (plus a look back at his 2019 thoughts)(08:54) Sentry - New users get 3 months free of the Business plan (covers 150k errors). Go to http://sentry.io/twist and use code TWIST(09:54) Show continues…(20:10) Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!(21:18) Is GPT-5 coming for Lovable and Bolt?(29:42) Alphasense - Get deeper insights into your business with the power of AI search and market intelligence. Start with a free trial at AlphaSense.com/Twist.(30:55) Show continues…(35:05) Ripple buying Rail, and why sometimes regulations are GOOD for companies(43:28) Is Ripple about to become the MicroStrategy of XRP?(47:48) Truth Social AI is perplexing, powered by Perplexity(53:27) Should people be using ChatGPT for therapy? What do you think? How does that make you feel?(01:04:42) Anthropic's Dario Amodei recalls his greatest haters(01:11:04) Bumble but… for friendship?(01:12:20) DoorDash's crazy growth, and the guys discuss who should buy AirbnbSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(08:54) Sentry - New users get 3 months free of the Business plan (covers 150k errors). Go to http://sentry.io/twist and use code TWIST(20:10) Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!(29:42) Alphasense - Get deeper insights into your business with the power of AI search and market intelligence. Start with a free trial at AlphaSense.com/Twist.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

No, China is not banning bitcoin mining again.Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more: https://t.me/blockspacenewsWelcome back to The Mining Pod! Today, Will, Colin, and Matt touch on Bitcoin's hashrate hitting an all-time high of 972 EH/s, Trump's proposed 100% semiconductor tariffs, false Chinabitcoin mining ban rumors, MicroStrategy's 2.5x NAV share issuance rule, and tracking down a $3.5B mining pool heist (now worth $14.5B!) four years later.Subscribe to our newsletter! **Notes:**• Hash rate reaches 972 EH/s all-time high• 1.4% difficulty adjustment expected • Hash price at $58 per PH/day• 100% semiconductor tariff proposed• China controls 13-14% of network hash• $3.5B mining pool heist now worth $14.5BTimestamps:00:00 Start02:36 Difficulty Report by Luxor07:41 Tariffs... again13:59 No, China is not banning bitcoin mining again21:56 MSTR will no longer issue equity under 2.5x mNAV33:25 Cry Corner: Mining pool heist

// GUEST //YouTube:  @GreenCandle  &  @keysopen_doors  LinkedIn: https://www.linkedin.com/in/brandonkeys072394 X: https://x.com/Greencandleit and https://x.com/keysopen_doors // SPONSORS //iCoin: https://icointechnology.com/breedloveCowbolt: https://cowbolt.com/Heart and Soil Supplements (use discount code BREEDLOVE): https://heartandsoil.co/Blockware Solutions: https://mining.blockwaresolutions.com/breedloveIn Wolf's Clothing: https://wolfnyc.com/Onramp: https://onrampbitcoin.com/?grsf=breedloveMindlab Pro: https://www.mindlabpro.com/breedloveCoinbits: https://coinbits.app/breedloveThe Farm at Okefenokee: https://okefarm.com/Orange Pill App: https://www.orangepillapp.com/ // PRODUCTS I ENDORSE //Protect your mobile phone from SIM swap attacks: https://www.efani.com/breedloveLineage Provisions (use discount code BREEDLOVE): https://lineageprovisions.com/?ref=breedlove_22Colorado Craft Beef (use discount code BREEDLOVE): https://coloradocraftbeef.com/Salt of the Earth Electrolytes: http://drinksote.com/breedloveJawzrsize (code RobertBreedlove for 20% off): https://jawzrsize.com // SUBSCRIBE TO THE CLIPS CHANNEL //https://www.youtube.com/@robertbreedloveclips2996/videos // TIMESTAMPS // 0:00 – WiM Episode Trailer 1:07 – Brandon's Background: Engineering to Bitcoin 11:55 – Bitcoin Self-Custody and Taking Responsibility 13:06 – More Millionaires Than Satoshi Millionaires 19:56 – iCoin Bitcoin Wallet 21:25 – Cowbolt: Settle in Bitcoin 22:40 – MAG7 and Accelerating Bitcoin Adoption 25:55 – Government-Level Bitcoin Accumulation 28:58 – Jamie Dimon and Chase Declare War on Bitcoin 35:33 – Could Coinbase Collapse? 42:19 – Heart and Soil Supplements 43:19 – Mine Bitcoin with Blockware Solutions 44:20 – Stop Selling Sh*tcoins, Brian Armstrong 48:55 – Could Governments Co-Opt Bitcoin? 50:11 – Why Saylor Rejects Proof of Reserves 55:19 – The Risk of Bitcoin Treasury Companies 1:00:06 – Strike and Borrowing Against Your Bitcoin 1:03:41 – Helping Lightning Startups with In Wolf's Clothing 1:04:33 – Onramp Bitcoin Custody 1:06:29 – Can Anyone Catch Saylor and MSTR? 1:16:39 – Will MSTR Become a Bitcoin Bank? 1:20:10 – Bitcoin Nation-State Adoption: Bullish or a Trap? 1:30:39 – Mind Lab Pro Supplements 1:31:50 – Buy Bitcoin with Coinbits 1:33:18 – El Salvador and Bukele vs the IMF 1:37:48 – Tether's Role in the U.S. Bond Market 1:40:57 – The Genius Act and Lummis Bill Explained 1:44:12 – Bitcoin Is Flying Off Exchanges 1:55:16 – The Farm at Okefenokee 1:56:26 – Orange Pill App 1:56:54 – Could the U.S. Government Be Buying Bitcoin? 2:02:03 – Are the 4-Year Bitcoin Cycles Over? 2:13:47 – Bitcoin, Gold, and Gambling 2:21:37 – Closing Thoughts and Where to Find Brandon Keys // PODCAST //Podcast Website: https://whatismoneypodcast.com/Apple Podcast: https://podcasts.apple.com/us/podcast/the-what-is-money-show/id1541404400Spotify: https://open.spotify.com/show/25LPvm8EewBGyfQQ1abIsERSS Feed: https://feeds.simplecast.com/MLdpYXYI // SUPPORT THIS CHANNEL //Bitcoin: 3D1gfxKZKMtfWaD1bkwiR6JsDzu6e9bZQ7Sats via Strike: https://strike.me/breedlove22Dollars via Paypal: https://www.paypal.com/paypalme/RBreedloveDollars via Venmo: https://account.venmo.com/u/Robert-Breedlove-2 // SOCIAL //Breedlove X: https://x.com/Breedlove22WiM? X: https://x.com/WhatisMoneyShowLinkedin: https://www.linkedin.com/in/breedlove22/Instagram: https://www.instagram.com/breedlove_22/TikTok: https://www.tiktok.com/@breedlove22Substack: https://breedlove22.substack.com/All My Current Work: https://linktr.ee/robertbreedlove

Strategy posted a record $10 billion in net income. Coinbase missed estimates and stock dropped. But analysts say both tell a deeper story about how crypto companies are adapting. It's earnings season in crypto—and the stories couldn't be more different. Strategy (formerly MicroStrategy) just posted $10 billion in net income, boosted by Bitcoin's price and new fair value accounting rules. But can the company keep this up? Coinbase missed Q2 estimates, sending its stock down. Yet Owen Lau of Oppenheimer says the long-term setup may be more bullish than the market thinks. In this double interview, Unchained's Steven Ehrlich sits down with: Lance Vitanza from TD Cowen to break down Strategy's accounting shift, capital markets evolution, and whether its growing BTC pile presents systemic risks Owen Lau from Oppenheimer to unpack Coinbase's earnings miss, how new bank partnerships may remake it as a TradFi infrastructure provider, and why Q3 may tell a different story Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsors! Mantle FalconX Guests: Lance Vitanza, Lance Vitanza, Managing Director & Director of Equity Research at TD Cowen Owen Lau, Executive Director and Senior Analyst in the equity research department of Oppenheimer & Co Learn more about your ad choices. Visit megaphone.fm/adchoices