Podcasts about MicroStrategy

Don and Tom kick off by joking about their “record-breaking” call drought before diving headlong into the week's biggest speculative loser: crypto. The duo dismantle the mythology around Bitcoin and its countless imitators, comparing the excitement of trading coins to sports betting and reminding listeners that portfolios are for investing, not gambling. They tie the current crypto crash to leverage, insider-like trades, and the same fraud patterns seen in history's great financial cons—from Jay Gould's gold-cornering to Elizabeth Holmes' blood-testing farce. Later, they field listener questions on asset location, liquidity management, emerging-market exposure, and the danger of leverage via MicroStrategy's Bitcoin bet. Through it all, they emphasize fiduciary discipline, skepticism toward hype, and the basic rule: excitement and good investing rarely mix. 0:04 Pretending last Saturday's show didn't happen; Tom's pun about “Pacific” questions. 1:41 Crypto crash carnage—Bitcoin off 16%, Ethereum down 25%, “Trump Coin” collapsing. 2:30 Comparing crypto's thrill-seeking crowd to sports betting mania. 3:55 Why your financial advisor should not be your gambling coach. 4:48 The leveraged, insider-ish side of crypto speculation. 5:06 The absurdity of 10,000+ coins that serve no purpose but gambling. 7:40 Calling crypto “speculative” and comparing it to a casino roller coaster. 8:10 Binance payout trouble—proof many players don't know how to run big-money businesses. 10:32 MicroStrategy's leveraged Bitcoin plunge and the perils of margin. 11:37 The illusion of “value” in digital tokens versus productive assets. 12:55 Historical echo: borrowed money, bubbles, and 1929-style leverage warnings. 15:25 Listener questions segment opens; lighthearted banter about philately and call volume. 17:02 “ChatGPT beats bad advisors” — asset location done right (bonds in IRA, stocks in Roth). 18:30 Why most “advisors” ignore tax planning in favor of commissions. 20:23 Jay Gould, robber barons, and the Wall Street Journal's bizarre defense of con artists. 22:12 From Nikola to Theranos—lying as business strategy and why “gray areas” hurt investors. 24:53 The moral cost of tolerating fraud disguised as innovation. 26:36 Why trust is the real foundation of capitalism, not creative deception. 27:00 How to protect yourself: fee-only fiduciary advice and due diligence. 27:36 Mariners hangover theory for low call volume; nostalgic TV banter (“Bewitched”). 29:06 Caller Tom (Seattle): $4 M portfolio, $1 M in money market—how much liquidity is too much? 30:34 The hidden risk of waiting too long to react when rates fall. 33:08 Building a CD ladder to lock yield without betting on one-day rates. 34:25 Quick take: Why they'd avoid owning Boeing stock individually. 36:18 Caller Justin (Florida): emerging-market allocation for high-risk investors. 37:29 Case for small-cap and value tilts, including emerging markets. 38:34 Should you exclude China? Why it's still essential in global portfolios. 39:29 Closing reminders—use the website for questions, and find fiduciary help at TalkingRealMoney.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Bitcoin for Corporations Show, host Pierre Rochard is joined by Khing Oei, Founder and CEO of Treasury, to unpack one of the most important macro theses in modern finance: how Bitcoin is evolving beyond "digital gold" to become the capital base layer of the global economy — and why that shift could disrupt credit markets at their core.Oei shares his expertise in credit markets and distressed asset investing, breaking down why Bitcoin treasury companies exist while gold treasury companies never emerged, and how equity issuance, regulatory arbitrage, and balance sheet engineering are accelerating institutional Bitcoin adoption. The conversation explores how securitized Bitcoin products and corporate treasury structures could unlock a massive wave of demand — creating a reflexive feedback loop that transforms balance sheets, yield curves, and global capital flows.You'll also learn how Europe's regulatory landscape and tax treatment are shaping the next phase of Bitcoin-backed credit, why companies like MicroStrategy pioneered this model, and how future corporate issuers could become engines of structural demand far larger than ETFs or retail investors.Chapters:00:00 – Intro: Bitcoin vs. Gold – The Treasury Debate00:55 – Treasury: Going Public in Amsterdam01:23 – From Goldman Sachs to Bitcoin: Khing Oei03:04 – Why Bitcoin Treasury Companies Exist — And Gold Never Will07:45 – Scaling the Bitcoin Treasury Model: Balance Sheet Engineering Explained14:12 – Preferred Shares, Perpetuals, and the Rise of Bitcoin-Backed Credit21:38 – Equity vs. Debt: Strategic Capital Structure on a Bitcoin Standard28:04 – Investor Appetite and Yield Dynamics in Bitcoin-Backed Instruments34:52 – Building a Bitcoin Ecosystem: Media, Events, and Network Effects41:10 – Corporate Treasuries: Driving Reflexive Demand48:03 – The Path to Institutional Maturity: From Treasury Strategy to Financial Products54:45 – Macro Shifts: European Pension Funds and Fixed Income Culture1:02:00 – Regulatory Arbitrage in Europe?1:04:03 – Europe's Fiscal Health and Bond Yields: Macro Forces Fueling the Bitcoin Era

PARTICIPE DA MAIOR BLACK FRIDAY DA HISTÓRIA: https://r.vocemaisrico.com/fae429277e FAÇA PARTE DO MATERIALIZA: https://maluperini.com/ Conheça os produtos da Puravida - cupom: SOCIOSPURAVIDA: https://r.vocemaisrico.com/ccb634b5a3 Vivemos um momento em que o dinheiro volta a ser questionado.Em que empresas começam a repensar o valor do tempo, da escassez e da confiança.Nesse cenário, nasce uma iniciativa brasileira que une tecnologia, visão e propósito para construir um novo padrão financeiro baseado na liberdade.A OranjeBTC é a primeira empresa listada na B3 com estratégia 100% voltada ao Bitcoin.Com mais de 3.600 BTC em caixa, a companhia une tesouraria corporativa e educação financeira em um modelo que alia transparência on-chain, gestão de longo prazo e um conselho formado por nomes como Eric Weiss, Josh Levine e Julio Capua.Para explicar tudo sobre a empresa, recebemos Guilherme Gomes, fundador e CEO da OranjeBTC, e Fernando Ulrich, economista e membro do conselho, no episódio 266 do podcast Os Sócios.Falamos sobre a origem da ideia, o modelo de negócio inspirado na MicroStrategy, o processo de listagem por meio de um IPO reverso, as estratégias de alavancagem e emissão de dívidas conversíveis e a educação financeira como pilar da companhia.Hosts: Bruno Perini @bruno_perini e Malu Perini @maluperiniConvidados: Guilherme Gomes @oranjebtc e Fernando Ulrich @ulrich.fernando

In this episode of the Hot Options Report, the focus is on the fast-moving options market, highlighting significant trades for October 15th. The session covers trading activities and hot options for key indices and single names like VIX, SPY, SPX, IWM, QQQ, MicroStrategy, Bank of America, Palantir, Opendoor, Apple, Intel, Amazon, Tesla, AMD, and Nvidia. Key insights include trading volumes, average prices, and noteworthy fluctuations in these financial instruments.    00:00 Introduction and Welcome  01:29 Explosive Options Activity: VIX and SPY 03:14 SPX and Small Caps Analysis 04:27 Nasdaq and Single Name Options 06:04 Financials and Tech Giants 10:38 Top Movers: AMD and Nvidia 12:09 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.  

Pio Vincenco says MicroStrategy could hit $10T, Bitcoin miners are repositioning for AI, and explains why the four-year cycle is dead. Plus: why selling Bitcoin now is a massive mistake and crypto Twitter must always lose. Pio Vincenzo joins us to talk about why MicroStrategy could become a $10 trillion company, how Bitcoin miners like Riot and Cipher are pivoting to AI infrastructure, and why the traditional four-year Bitcoin cycle is officially dead. Pierre breaks down the Bitcoin treasury company trend, explains why time is on Bitcoin's side, and shares his controversial take on why crypto Twitter must always lose. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: • MicroStrategy owns 600K+ Bitcoin, no corp will catch up • Money printing at $100-175B monthly, historically high • 40% of money supply printed during Covid period • Bitcoin miners repositioning for AI hyperscaler deals • Bitcoin ETFs launched during Biden presidency Timestamps: 00:00 Start 01:41 New wave of crypto content creators? 03:55 Bitcoin not crypto trend 05:45 Trump "insider" rumors 09:47 MSTR bull case 15:06 One DAT to Rule Them All? 18:46 BTC miners, WTF? 22:30 IREN & Cypher 27:42 Prediction markets 30:34 4 years cycle go bye bye? -

In this episode of Crazy Wisdom, host Stewart Alsop speaks with Paul Sztorc, CEO of Layer2 Labs, about Bitcoin's evolution, the limitations of the Lightning Network, and how his ideas for drivechains and merge-mined sidechains could transform scalability and privacy on the Bitcoin network. They cover everything from Zcash's zero-knowledge proofs and “moon math” to the block size wars, sound money, and the economic realities behind crypto hype cycles. Paul also explains his projects like Zside and Thunder, which aim to bring features like Zcash-style privacy and high-speed transactions to Bitcoin. Listeners can try Layer2 Labs' software or learn more at layer2labs.com/download.Check out this GPT we trained on the conversationTimestamps00:00 Stewart Alsop opens with Paul Sztorc from Layer2 Labs, discussing the connection between Bitcoin and Zcash and how privacy could be added through zero-knowledge proofs.05:00 Paul critiques early Layer 2s like Rootstock and Lightning, calling many “not real” or custodial, and compares the current scene to the .com bubble.10:00 They explore media hype, Silicon Valley culture, and crypto's cycles of optimism and collapse, mentioning Theranos, FTX, and fake-it-till-you-make-it culture.15:00 Conversation shifts to sound money, government spending, and how Bitcoin could improve fiscal responsibility, referencing Milton Friedman's ideas.20:00 Paul questions Bitcoin treasury companies like MicroStrategy, explaining flawed incentives and better direct ownership logic.25:00 They move into geopolitics and The Sovereign Individual, discussing borders, state control, and the future of digital sovereignty.30:00 Paul explains zero-knowledge proofs, Zcash's “moon math,” and the evolution from sapling to Halo 2 for better privacy.35:00 The topic turns to drivechains, BIP300, and Layer2 Labs' projects like Zside and Thunder, built for real Bitcoin scalability.40:00 Paul explains why Lightning fails, liquidity limits, and why true scaling requires optional L2s with large block capacity.45:00 They discuss the block size war, merge mining, and how miners and nodes interact in Bitcoin's structure.50:00 Paul breaks down the Merkle tree, block headers, and SHA-256 puzzles miners race to solve for proof-of-work.55:00 The episode closes with how L1–L2 coordination works, the mechanics of slow withdrawals, and secondary markets in drivechains.Key InsightsBitcoin's privacy gap and Zcash's influence: Paul Sztorc begins by explaining how Bitcoin lacks true privacy since senders, receivers, and amounts are visible on-chain. He describes Zcash as a model for achieving anonymity through zero-knowledge proofs and explains how Layer2 Labs aims to bring that same level of privacy to Bitcoin without introducing a new altcoin or token.The failure of current Layer 2 solutions: Paul argues that existing Bitcoin Layer 2s like Lightning and Rootstock are flawed—either custodial, inefficient, or deceptive. He compares today's crypto landscape to the dot-com bubble, full of overhyped projects and scams that will collapse before the genuine solutions survive.Sound money and political accountability: The discussion expands beyond technology to economics, as Paul highlights how unsustainable government debt and spending distort incentives. He believes Bitcoin could restore discipline to fiscal systems by forcing real accounting and limiting the political capacity to inflate or borrow endlessly.Corporate Bitcoin strategies are often misguided: Paul criticizes companies like MicroStrategy for treating Bitcoin as a speculative treasury asset instead of using it for real utility. He argues that investors should just buy Bitcoin directly rather than buy shares in companies that hold it, since intermediaries introduce unnecessary risk, fees, and opacity.Drivechains as Bitcoin's missing scalability link: Sztorc presents drivechains, outlined in his proposal BIP300, as the practical way to scale Bitcoin. Drivechains allow multiple Layer 2s to exist simultaneously, each optimized for specific features like privacy, larger blocks, or smart contracts, all while using the same 21 million BTC.Lightning Network's structural limitations: Paul dismantles Lightning's core assumptions, pointing out that it cannot scale globally because each channel requires on-chain transactions and constant liquidity maintenance. He calls Lightning a “Theranos of Bitcoin,” arguing that it distracts the community from genuine, scalable innovation.Merge mining and the path to Bitcoin's future: The episode concludes with Paul describing merge mining as the mechanism that unites L1 and L2 securely, letting miners earn more revenue without extra work. He envisions a Bitcoin ecosystem where optional, diverse L2s provide privacy, speed, and flexibility—anchored by a lean, reliable L1 base.

Maja Vujinovic stops by The Business Brew for a crypto discussion. Maja is CEO of FGNX, a D.A.T. The meat of this conversation is about Maja's experience in payments and how that led her to crypto. Maja then discusses Bitcoin and Ethereum's role in the modern financial system. Sponsorship InformationThank you to ⁠⁠Fiscal.ai⁠⁠ for sponsoring the show. DISCOUNT INFO: If you use the affiliate link ⁠⁠⁠fiscal.ai/brew⁠⁠⁠, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About ⁠⁠Fiscal.ai⁠⁠⁠⁠Fiscal.ai⁠⁠ is the complete modern data terminal for global equities.The ⁠⁠Fiscal.ai⁠⁠ platform combines a powerful user experience with all the financial data capabilities that professional investors need. Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. And unlike legacy data terminals where it can take hours or even days, ⁠⁠Fiscal.ai⁠⁠'s data is updated within minutes of earnings reports. ⁠⁠Fiscal.ai⁠⁠ also tracks all the company-specific Segment & KPI data so you don't have to. Like to track Amazon's Cloud Revenue? They've got it.How about Spotify's premium subscribers? Or Google's quarterly paid clicks?They've got all of it.TakeawaysMaja Vujinovic has been in the crypto space since 2010.Mobile payments are crucial for developing markets.Bitcoin's peer-to-peer nature addresses remittance issues.Traditional banks often overlook developing markets.Ethereum serves as a financial layer, while Bitcoin is a reserve asset.Stablecoins are essential for programmable finance.Tokenization can unlock liquidity in illiquid assets.Government regulation is crucial for crypto's future.The cultural mindset in large corporations can hinder innovation.Tokenization can expand market access and reduce operational costs. Maja believes Bitcoin is being brought mainstream by companies like MicroStrategy.Treasury companies can provide exposure to crypto assets without direct ownership.Family offices are increasingly interested in holding crypto through equity in companies.Ethereum is seen as a bridge for traditional finance to enter the crypto space.The future of finance is digital, with a focus on AI and crypto integration.Scale in the crypto ecosystem allows for greater influence and capital attraction.Vujinovic emphasizes the importance of community in the success of cryptocurrencies.The younger generation is moving away from traditional assets like treasuries.AI and crypto are expected to evolve together, creating new opportunities.Shitcoins have a place in the market, driven by community engagement.

In this episode, host Mark Longo provides a comprehensive update on the latest events in the options market for Thursday, October 9th. The show includes details on options activity across key products like VIX, SPY, SPX, small caps, and the QQQs. Specific focus is given to the day's most active options - VIX October 22 calls, SPY's 670 puts, SPX 6720 puts, and notable movements in individual names such as MicroStrategy, Tilray, Intel, Palantir, Apple, Amazon, AMD, Tesla, and Nvidia. Mark discusses interesting trades, market trends, and provides insights on performance and volume metrics.    ---------------------------------------------------------------- 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.

In this episode, Scott Becker reviews two listener-recommended stocks.

In this episode, Scott Becker reviews two listener-recommended stocks.

Host: Mark Longo, The Options Insider Radio Network This episode provides an insightful analysis of the day's most active options trades for October 7. Covering significant market moves, the report delves into the performance of VIX, SPY, S&P 500, IWM, and QQQ, highlighting key trades and market activities. The show also notes top trending stocks like PayPal, Poet Technologies, MicroStrategy, Intel, Palantir, Open, SoFi, AMD, Nvidia, and Tesla.  ----------------------------------------------------------------------- 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.  

October has a reputation as Bitcoin's strongest month, and so far 2025 is no exception. After a choppy September, BTC is already pushing back toward new all-time highs, shrugging off a government shutdown and showing signs of strong demand. Analysts are debating whether this is the setup for another monster Q4, with some even eyeing $200,000 by year end. We also look at how the shutdown is stalling crypto ETF approvals, new IRS guidance that saved MicroStrategy billions, Stripe's stablecoin launch, and why some believe Tether could become the world's most profitable company. 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

The U.S. government shutdown has officially started. What does this mean for the economy, markets, and your investments? Lance Roberts covers the immediate fallout from the shutdown on federal spending, workers, and services ; how markets have historically reacted during shutdowns—and what to expect this time; the risk to GDP, delayed economic data releases, and consumer confidence. This shutdown is more than politics—it's a real test for the economy and financial markets. Stay informed and prepared. [*NOTE: YouTube sustained severe streaming issues during this morning's live feed. This is a separate recording of the show.]

The U.S. government shutdown has officially started. What does this mean for the economy, markets, and your investments? Lance Roberts covers the immediate fallout from the shutdown on federal spending, workers, and services ; how markets have historically reacted during shutdowns—and what to expect this time; the risk to GDP, delayed economic data releases, and consumer confidence. This shutdown is more than politics—it's a real test for the economy and financial markets. Stay informed and prepared. [*NOTE: YouTube sustained severe streaming issues during this morning's live feed. This is a separate recording of the show.]

Ben and Jeff break down Strive's reverse merger and rapid acquisition of Similar Scientific—completed in just four days.The deal strengthens balance sheet credit quality, improves leverage capacity, and positions the combined entity for perpetual preferred securities.Connection to Vivek Ramaswamy's background in healthcare and politics creates potential synergies for future spin-offs.Bitcoin Treasury Company sector has faced a steep correction, but consolidation may create stronger, scalable firms.Ben emphasizes scale—5,000+ BTC balance sheets—as key for accessing institutional preferred markets.Treasury companies are experimenting with innovative financing structures (ATM issuance, convertible bonds, perpetual preferreds).Discussion on investor psychology: short-termism in equities vs. the long-term thesis of Bitcoin.Jeff presents historical math showing 4-year holding periods in Bitcoin and MicroStrategy always produced positive returns.Broader economic commentary: mispriced bond risk, housing affordability crisis, and wealth inequality.Hosts stress that Bitcoin itself should remain the foundation of portfolios, with treasury companies and credit products as higher-risk layers. 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 episode, Mark provides insights into the fast-moving options market for Thursday, September 25th. The show highlights dominant options products from Apple to VIX, examining significant trades and market trends. Key points include VIX's lower than average volume, SPY's explosive activity, SPX closing down slightly, and notable performances in the single names category including Oracle, Core Weaver, MicroStrategy, Palantir, Amazon, Opendoor, Apple, Intel, Tesla, and Nvidia.  00:00 Introduction and Welcome 01:55 Public: Cost-Effective Options Trading 02:39 VIX Market Analysis 03:38 SPY and SPX Market Insights 05:34 Small Caps and QQQ Market Activity 06:52 Single Name Stocks: Oracle, CoreWeave, and More 11:57 Tech Giants: Apple, Intel, and Tesla 14:34 Nvidia and Conclusion --------------------------------------------------------------------- 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.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Nando Sommerfeldt über den kurzen SAP-Schock, den IBM-Erfolg und die TikTok-Bewertung. Außerdem geht es um Intel, Nvidia, Apple, HSBC, MicroStrategy, Accenture, Oracle, Siemens Healthineers, Qiagen, Fresenius, Fresenius Medical Care, Carl Zeiss Meditec, Sartorius, H&M, Inditex, Tencent, Alibaba, Microsoft, Uber, Blackberry, Sony, Crocs, Pictet China Index ETF (WKN: A1JCRW), Allianz All China Equity (WKN: A0Q1P9), BNPP Easy MSCI China ETF (WKN: A3CT5A), Edmond de Rothschild Fund China (A14UQ6). 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/article104636888/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Marty sits down with Jeff Walton to discuss his transition from reinsurance to Bitcoin treasury strategies at Strive, their cashless acquisition of Semler Scientific, and how companies are revolutionizing corporate finance by building Bitcoin war chests through innovative capital market structures. Jeff on Twitter: https://x.com/PunterJeff Strive: https://strive.com/ STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/VJ2dABShBz Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Bitkey https://bit.ly/TFTCBitkey20 Unchained https://unchained.com/tftc/ Obscura https://obscura.net/ SLNT https://slnt.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/

audio https://erickimphotography.com/wp-content/uploads/2025/09/MSTR.m4aVideo https://videopress.com/v/Y8kVTYwk

Markets had a flood of liquidations on Monday, and traders lost over $1.5 billion in positions. So, why are liquidations spiking? Is this a warning or a blip?  Also, could a flood of DAT issuance be setting the stage for not just a crypto winter, but a crypto “nuclear” winter? If so, hedge funds and market structure could accelerate the pain.  This week on Bits + Bips, Steven Ehrlich, Ram Ahluwalia, Austin Campbell, and Vinny Lingham talk about why mNAVs could compress and whether even MicroStrategy's stack is more fragile than it looks.  They debate the bull case for gold (yes, even at these ATHs), how tokenized stocks and changing reporting cadences could open new insider edges, and what the U.S. macro picture looks like.  Thank you to our sponsors! Walrus: Scalable storage that lets you publish, deliver, and program any data, onchain. Xapo: Where Global Banking Meets Bitcoin Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Steven Ehrlich, Executive Editor at Unchained Guests: Austin Campbell, Founder and Managing Partner of Zero Knowledge Consulting Vinny Lingham, Co-founder of Praxos Capital Timestamps:

The first major acquisition in the Bitcoin treasury space just happened: Strive ($ASST) is buying Semler Scientific ($SMLR) in an all-stock transaction. Matt Cole (Strive CEO) and Eric Semler (Semler Scientific Executive Chairman) join Natalie Brunell to break down: Why Strive and Semler saw value in this merger Why consolidation could be the next wave for Bitcoin treasury companies The strategy behind Strive's perpetual preferred equity model How intelligent leverage accelerates Bitcoin accumulation Opportunities for institutional investors seeking Bitcoin exposure ---- 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 $10B in client assets, 32 investment products, and a team of 100+ employees across the U.S. and Europe, all solely focused on Bitcoin and digital assets since 2017. Learn more at https://www.bitwiseinvestments.com  ---- Bitdeer Technologies Group ($BTDR) is a global leader in Bitcoin mining and high-performance computing for AI, with operations spanning four continents. Learn more at https://www.bitdeer.com ---- Natalie's Bitcoin Product and Event Links: 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  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  Genius Group (NYSE: $GNS) is building a 10,000 BTC treasury and educating the world through the Genius Academy. Check out *free* courses from Saifedean Ammous and myself at https://www.geniusgroup.ai 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

Michael Saylor, Executive Chairman of Strategy, joins Natalie Brunell for a masterclass on Bitcoin credit. Topics include: Why people feel bearish about Bitcoin Bitcoin credit 101: The problem with fixed income and the opportunity Bitcoin creates for corporate finance Strategy's preferred stock playbook: STRK STRF STRD and STRC explained simply Why didn't Strategy make the S&P 500? Saylor's wisdom on political division in wake of Charlie Kirk assassination ---- 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 and no monthly payments. Get .25% off your first loan -- Learn more at https://www.Ledn.io/natalie  ---- Natalie's Bitcoin Product and Event Links: 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  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  Genius Group (NYSE: $GNS) is building a 10,000 BTC treasury and educating the world through the Genius Academy. Check out *free* courses from Saifedean Ammous and myself at https://www.geniusacademy.ai.  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

Join José Maria Macedo as he co-hosts with Matt O'Connor from Legion and Filip Wielanier from Cookie3 to explore "Attention Capital Markets" - revolutionizing token distribution by linking social influence with capital commitment. Fresh off Legion's funding from VanEck and Brevan Howard, discover how they're moving beyond airdrops to merit-based investing that rewards genuine community builders.Legion: https://legion.ccCookie3: https://www.cookie3.com

In this episode of the Hot Options Report on the Options Insider Radio Network, Mark provides insights into the fast-moving options market for Friday, September 19th, the end of Fed Week. He discuss the low activity in VIX options, contrasting with high trading volumes in SPY, QQQ, and certain equities like AMD, SoFi, Amazon, MicroStrategy, and Tesla. The episode also highlights popular options trades, including notable calls and puts.   00:26 Welcome to the Hot Options Report 00:56 Public: Cost-Effective Options Trading 01:28 Scanning the Tape: VIX Options Activity 03:16 SPY and SPY Options Analysis 04:25 Small Caps and Qs Performance 05:38 Listener Questions and Market Insights 06:05 Top 10 Single Name Most Active Equity Options 14:17 Conclusion ---------------------------------------------------------------------- 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.

Die FED senkt Zinsen, Krypto-Treasury-Firmen geraten unter Druck und gleichzeitig eröffnen sich neue Chancen durch KI und Unternehmertum. In diesem 60-Minuten Realtalk spreche ich über Status, Märkte, MicroStrategy, Bitcoin und die Frage, wo heute echter Wert entsteht.   Links aus dem Video:   Investieren auf X https://x.com/julianhosp - Folge Julian dort für Finanz Insights! Was ist Status derzeit? https://x.com/julianhosp/status/1967712014085788171 Metaplanet down: https://x.com/julianhosp/status/1968528197298876813 Krypto Treasuries mNAV: https://x.com/julianhosp/status/1967780231395303439 CEO investieren in andere Firmen: https://x.com/julianhosp/status/1967701461925777522 Bitcoin Nutzen: https://x.com/julianhosp/status/1968527735804018841 Altcoins: https://x.com/julianhosp/status/1967712328012661159 Returns: https://x.com/julianhosp/status/1967059483420721626 Investment Lektion: https://www.julianhosp.com/de/blog/billig-ploetzlich-teuer-wird   Unternehmertum auf LinkedIn https://www.linkedin.com/in/julianhosp/ - Folge Julian dort für Business Insights! Zukünftige Jobs: https://www.linkedin.com/feed/update/urn:li:activity:7363422680814964736/ KI Facebook Gruppe: https://www.facebook.com/groups/kimotor Julian's Blog: https://www.julianhosp.com/de/blog/ki-notizen-woche37   Privates auf Instagram https://www.instagram.com/julianhosp - Folge Julian dort für Fitness Insights! Julian's Hyrox Training: https://www.youtube.com/watch?v=ILVq6gJDFIE Zone5 auf Instagram: https://instagram.com/zonefuenf Zone5 auf YouTube: http://youtube.com/@zonefuenf?sub_confirmation=1   Trigger Posts auf Threads https://www.threads.com/@julianhosp/ - Folge Julian dort für seine political Takes! Grüne: https://www.threads.com/@julianhosp/post/DOswtTxkqzF Jimmy Kimmel: https://x.com/julianhosp/status/1968801297181577689   Erwähnte Produkte, Kurse, Tools: Investments per KI analysieren: https://julianhosp.de/KI-FamilyOffice Kostenloser Business Start Guide: https://julianhosp.de/kostenloser-mvp-guide Kostenpflichtige Daily Updates von Julian: https://products.i-unlimited.de/ic-daily   Folge Julian hier auf YouTube: http://youtube.com/@julianhosp?sub_confirmation=1 Bleib mit meinem Newsletter Up to Date für nächste Dinge: https://bit.ly/newsletter_JH Oder höre die Show als Podcast auf Spotify: https://open.spotify.com/show/3FqYrO3r7aLvTsmZxAy4NY   Like das Video und hinterlasse ein Kommentar!!

WATCH WHAT THEY DO NOT WHAT THEY SAY! Trillion dollar banks SECRETLY gaining bitcoin exposure► 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.

In this episode, Mark covers the key movements in the options market for Thursday, September 18th, following the Fed's market intervention. Notably, VIX activity tallies at three-quarters of a million contracts, while SPY options explode with 13.1 million contracts due to dividend impact. SPX options also see significant action with 4.5 million contracts, while QQQ and single names like Amazon, Apple, MicroStrategy, and Palantir exhibit heightened activity. The top spot for daily activity is claimed by Intel, putting up a record-breaking 3.15 million contracts following Nvidia's $5 billion investment, resulting in a substantial stock price rally.    00:26 Welcome to the Hot Options Report 00:54 Public: Cost-Effective Options Trading 01:28 Today's Market Overview 02:03 Volatility in VIX 03:21 SPY's Explosive Activity 04:12 SPX and QQQ Highlights 05:31 Single Name Stocks: Amazon, Apple, and More 12:36 Top Performers: Nvidia and Intel 16:24 Conclusion   ----------------------------------------------------------------------- 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.  

The Trump family's latest venture—a so-called “crypto treasury” stock—could generate their biggest payday through the WLFI token from World Liberty Financial, while being a potential minefield for investors. The offering follows the success of Michael Saylor's MicroStrategy, now renamed as Strategy, a “bitcoin treasury company” that accumulates bitcoin by using debt and new stock issues to keep on buying more. Listen in on a conversation between some of The Wall Street Journal's sharpest financial minds in the debut episode of Ticker Shock as our team unpacks the trade. Ticker Shock provides insights to help finance-curious listeners connect the dots between what's happening in policy, markets and the economy to their financial lives and investments. This week, business and finance editor Alex Frangos and markets reporter Chelsey Dulaney are joined by Streetwise columnist James Mackintosh and Markets A.M. newsletter writer and investing columnist Spencer Jakab to discuss the “infinite money glitch.” They also talk about how these sorts of tokens compare to meme stocks such as GameStop and AMC. Further Reading Trump Family Amasses $5 Billion Fortune After Crypto Launch The Trumps' New Crypto Money Maker: Deals With Themselves Trump Brothers-Backed Bitcoin Mining Company Surges After Nasdaq Listing The Recipe Behind the Trump Family's Crypto Riches: PancakeSwap The Hottest Business Strategy This Summer Is Buying Crypto The Man Making Billions From the Wildest Bitcoin Bet For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on the Street Column and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 the Crypto Rundown, hosts Mark Longo and Greg Magadini from Amberdata delve into the latest trading activity, trends, and developments in the world of crypto derivatives. The podcast focuses on the significant movements in Bitcoin and Ethereum markets, including volatility, option volumes, and skew. The conversation also explores the potential impacts of the upcoming FOMC rate decision on various digital assets. Greg shares his strategy on selling volatility in Bitcoin and MicroStrategy while buying Ethereum volatility, citing potential for upside in the Ethereum ETF market. Additional discussions cover altcoins such as Solana, XRP, and Dogecoin, as well as trading activity in popular crypto-linked equities like Circle and BitMiner.    00:45 Welcome to the Crypto Rundown 01:44 Diving into Crypto Derivatives 03:32 Bitcoin Breakdown 07:47 Market Trends and Volatility 10:53 Exploring Trading Strategies 18:43 Insights on MSTU and Other Assets 22:20 Bitcoin and Ethereum Trade Analysis 23:24 Exploring the Altcoin Universe 24:55 Ethereum Market Update 25:33 Volatility and Skew in Ethereum 26:41 Greg's Insights on Ethereum 28:43 Altcoin Market Highlights 31:10 Circle: The Netflix of Stable Coins 38:11 Final Thoughts  

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

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

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

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

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

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

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