Podcasts about MicroStrategy

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.  

O "Ulrich Responde" é uma série de vídeos onde respondo perguntas enviadas por membros do canal e seguidores, abordando temas de economia, finanças e investimentos. Oferecemos uma análise profunda, trazendo informações para quem quer entender melhor a economia e tomar decisões financeiras mais informadas.00:00 - Nesse episódio do Ulrich Responde...01:56 - Como o dólar pode cair mesmo com saída recorde de capital estrangeiro? 05:26 - Tarifas do Trump arrecadando bilhões: quem paga essa conta? 07:45 - Grandes empresas repassando as tarifas, e os pequenos?09:14 - Se o cenário macro é fraco, por que o dólar segue caindo? 10:34 - Qual a meta para Trump suspender tarifas comerciais? 11:49 - Quais são os melhores hedges para real, dólar e Bitcoin? 13:59 - Como o BC pode controlar inflação sem sufocar o crescimento? 16:12 - Como nasce o dinheiro no sistema bancário moderno? 20:00 - Como investir em dólar sem ter conta no exterior? 20:46 - Dólar caindo, efeito Fed?23:55 - Economia não é jogo de soma zero, como explicar? 25:49 - O furto das reservas do Banco Central virou pizza? 26:08 - Onde anda o Ulpoor? 26:30 - É melhor empreender no Brasil ou imigrar para outro país? 27:05 - A tarifa nos chips Nvidia não é estranho? 27:35 - Qual a diferença entre a rede Bitcoin e o ativo Bitcoin? 28:48 - Os dados econômicos chineses são confiáveis? 29:42 - Com o plano “Brasil soberano” o governo caminha para um calote? 30:41 - Perspectiva da economia argentina com as reformas de Milei? 31:35 - Gostaria de ser seu aluno32:14 - VO Banco do Brasil tem cura? 32:51 - Não acha bom avaliar os índices de liberdade? 33:12 - Fontes confiáveis para conhecer a vida cotidiana na China? 33:46 - Quem foi o pior presidente para o real? 35:32 - Como funciona a renda fixa em Bitcoin da MicroStrategy? 36:25 - Rolex e ouro podem ser considerados reserva de emergência?

There lots of speculation circling around Microstrategy stock and whether anyone can trust Michael Saylor anymore!!Sazmining.comPROMOCODE: SIMPLYSAZ for $100 OFF► 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.

Is BlackRock preparing to fork Bitcoin and take down MicroStrategy? In this explosive breakdown, we dive into the power plays threatening Bitcoin's core values—and how institutions could be rewriting the rules. Watch before it's too late.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

Amdax heeft deze week grootse plannen gepresenteerd. Het Nederlandse handelsplatform uit Amsterdam wil een eigen Bitcoin Treasury opzetten. Met de “Amsterdam Bitcoin Treasury Strategy” (AMBTS) mikt het bedrijf op niets minder dan één procent van alle Bitcoin in omloop. Dat klinkt overzichtelijk, maar de rekensom leert dat dit neerkomt op 210.000 bitcoin. Tegen de huidige koers van ongeveer een ton per stuk is daarvoor zo’n 21 miljard euro nodig. De schatkist moet een losstaand beursgenoteerd bedrijf worden, met Amdax als grote investeerder en aanjager. Private investeerders krijgen de kans om mee te doen en zo indirect blootstelling te krijgen aan bitcoin. Daarmee kiest Amdax voor een constructie die doet denken aan de strategie van MicroStrategy, dat sinds 2020 miljarden in bitcoin parkeerde en sindsdien als hét voorbeeld geldt voor beursbedrijven die hun kaspositie deels in crypto willen aanhouden. Concurrentie in Europa is er nauwelijks. Internationaal zijn er wel enkele voorbeelden: MicroStrategy staat met ruim 600.000 bitcoin bovenaan de lijst van bedrijven met de grootste reserves, goed voor een waarde van 73 miljard dollar. In Japan bezit Metaplanet meer dan 18.000 bitcoin en in Duitsland heeft Bitcoin Group er zo’n 3500. Vergeleken daarmee zou Amdax met zijn ambitie tot de grootste spelers ter wereld behoren. Een exacte startdatum is er nog niet. Naast dit nieuws leek Monero deze week het slachtoffer te worden van een 51%-aanval. Het privacyproject, opgericht in 2014, staat bekend om zijn focus op anonieme transacties en is daarmee een buitenbeentje in de markt. Toen het bedrijf Qubic op zijn website meldde dat het een “51% Monero Network Takeover Demonstration” had uitgevoerd, sloeg de onrust toe. Het handelsplatform Kraken besloot uit voorzorg alle stortingen in Monero tijdelijk stil te leggen. Later bleek dat Qubic slechts ongeveer 34% van de rekenkracht in handen had en dat van een geslaagde aanval dus geen sprake was. Inmiddels zijn de stortingen van Monero bij Kraken weer geopend. Opvallend is wel dat Qubic liet weten nu Dogecoin op het oog te hebben, al is de kans klein dat dit netwerk gevaar loopt. Co-host Wouter Hoes Links Host Meindert Schut Redactie Wouter HoesSee omnystudio.com/listener for privacy information.

Je hoeft nooit te wachten tot je Bitcoins mag kopen. Dat kan 24 uur per dag, 365 dagen per jaar. Maar voor Amsterdam Bitcoin Treasury Strategy mag je gewoon wachten totdat het Damrak open gaat. Toch is AMBTS niets meer dan een pot Bitcoins, in het leven geroepen door cryptoplatform Amdax. De ambitie is om 1 procent van alle Bitcoins op te kopen en ze vervolgens op de Amsterdamse beurs te laten verhandelen door pensioenfondsen en andere institutionele beleggers die formeel geen toestemming hebben om hun geld in cryptovaluta te steken. Puik idee? Laat idee? Zoveelste voorbeeld van cryptopotten, waarvan er al honderden bestaan op aarde? Of toch een voorbeeld van de democratisering van de cryptomarkten? U mag het zeggen. Verder praten we over Apple, dat marktaandeel verliest aan Samsung in de VS. De vouwbare telefoons zijn hot en de iPhone verliest terrein. Moet Apple ook in de vouwtelefoons stappen? En waar blijft die AI-strategie eigenlijk? Robbert Manders van Antaurus Europe Fund buigt zich over de strategie van de reus uit Cupertino. Ook bespreken we het voorzichtige herstel van zowel Adyen als Novo Nordisk. Beide brekebeentjes hebben de wind in de rug. Adyen krijgt misschien lagere koersdoelen, maar de koopadviezen van analisten blijven staan. En Novo Nordisk ziet het zoveelste multifunctionele medicijn: afslankprik Wegovy is goedgekeurd voor een heftige leveraandoening. Tot slot valt ook het woord 'AI' weer in de uitzending. Dat ligt niet aan ons. Sam Altman van OpenAI zegt namelijk dat zijn sector zich in een bubbel bevindt. Of ChatGPT dat met hem eens is, laat zich raden. See omnystudio.com/listener for privacy information.

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.

Crypto treasury companies are suddenly one of the hottest trends on Wall Street. We explain how Michael Saylor and MicroStrategy created the model and why new players like BitMine, ETHZilla, and Upexi are rushing to copy it. The strategy has sent stocks soaring but it comes with serious risks around debt, dilution, and valuation. Is this the future of corporate crypto or just another bubble ready to pop?Listen to Zaid's interview with ETHZilla's executive chairman hereThis video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Public.com/disclosures⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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.  

In this episode of Decentralize with Cointelegraph, venture capital investor and Bitcoin advocate Tim Draper joins Cointelegraph reporter Vince Quill for a deep dive into the shifting tides of Bitcoin adoption. From the slow but inevitable embrace by institutions to the macroeconomic headwinds threatening the US dollar, Draper lays out why FOMO, regulatory clarity and technological freedom are converging to push Bitcoin into the mainstream.He also shares his take on whether Bitcoin's famous four-year halving cycle still matters, or if bigger macro forces are now in play. Tune in to hear his takes!(01:00) Why institutions are moving into Bitcoin (02:59) Institutional FOMO and bank custody scramble(04:44) Is Bitcoin FOMO risky? Treasuries, El Salvador and “gunpowder” analogy (07:30) Retail still lagging; “dinosaur” risk for holdouts (08:35) How they buy: boardrooms, SPACs, MicroStrategy, Fidelity (10:17) Why Big Tech rejected BTC treasuries (11:19) “Irresponsible not to own Bitcoin” (12:10) Dollar vs Bitcoin: Inflation, satoshis, escape valve (15:34) Halving cycle damped: Macro drivers take over (17:07) Dollar extinction? Could BTC be a budget fix?This episode was hosted by Vince Quill and produced by Savannah Fortis, @savannah_fortis.Follow Cointelegraph on X @Cointelegraph.Check out Cointelegraph at cointelegraph.com.If you like what you heard, rate us and leave a review!The views, thoughts and opinions expressed in this podcast are its participants alone and do not necessarily reflect or represent the views and opinions of Cointelegraph. This podcast (and any related content) is for entertainment purposes only and does not constitute financial advice, nor should it be taken as such. Everyone must do their own research and make their own decisions. The podcast's participants may or may not own any of the assets mentioned.

Something big is happening behind the scenes—and MicroStrategy might be in serious trouble. Jeff Walton (Punter Jeff), Dr. Ahmad Ammous, and Joey Temprile break down the shocking developments and what they could mean for Bitcoin's biggest corporate holder.FOLLOW TODAY'S PANELISTS:https://x.com/PunterJeffhttps://x.com/AmmousMDhttps://x.com/JoeyTweeetsFOLLOW 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

ETHZilla is one of the latest companies to take a page from the MicroStrategy playbook and completely transform into a crypto treasury firm. ETHZilla, currently trading under its original name 180 Life Sciences, just scored a significant investment from Peter Thiel, whose associated funds amassed a 7.5% stake. That news, paired with the announcement that ETHZilla is now holding more than 82,000 ETH, caused the stock to more than triple in a single day. Executive Chairman McAndrew Rudisill speaks with host Zaid Admani about the company's vision for ethereum and what Peter Thiel's investment signals about the future of the digital asset.The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. You should not take a mention of any asset, be it cryptocurrency or a publicly traded security as a recommendation to buy, sell or hold that cryptocurrency or security. Guests and hosts are not affiliated with or endorsed by Public Holdings or its subsidiaries. You should make your own financial and investment decisions or consult respective professionals. Full disclosures are in the channel description. Learn more at Public.com/disclosures.Past performance is not a guarantee of future results. There is a possibility of loss with any investment. Historical or hypothetical performance results, if mentioned, are presented for illustrative purposes only. Do not infer or assume that any securities, sectors or markets described in the videos were or will be profitable. Any statements of future expectations and other forward-looking statements are strictly based on the current views, opinion, or assumptions of the person presenting them, and should not be taken as an indicator of performance nor should be relied upon as an investment advice.

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

Today, we unpack why ETH ETFs nearly matched BTC inflows in July and why digital asset treasuries (DATs) are hoovering up Ethereum like it's a Costco free sample day. Is this a real supply squeeze or just another hype cycle with better math? Avichal Garg (Electric Capital) joins to break down the MicroStrategy playbook, the premium-to-NAV trap, and how $7T parked in money markets + potential Fed cuts could turbo-charge crypto's next leg.~~~~~

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

In this episode of Options Insider Radio Network, host Mark Longo along with co-hosts Uncle Mike Tosaw and the Rock Lobster Andrew Giovinazzi, discuss various aspects of the options market including unusual activity alerts, market analysis, and strategy overviews. They delve into specific stocks like SoundHound AI, MicroStrategy, and Palantir, and analyze call and put options on stocks like Verastem, Hudson Pacific Properties, and On Holding AG. The episode features trivia on 80s trivia and ends with Uncle Mike's Strategy Block segment discussing the advantages of a deep in the money covered call over a short put. The show also includes insights on upcoming earnings announcements and the strategies to trade them.   03:07 Welcome Back to the Show 03:27 Recap of Recent Events 04:39 80s Trivia Challenge 09:33 Trading Block: Market Analysis and Trends 25:44 ETH Treasury Milestone 26:10 Top 10 Stocks Analysis 29:37 Earnings Season Highlights 32:36 Unusual Options Activity 44:08 Strategy Block: Options Wisdom 47:42 Around the Block: Market Watch 50:21 Closing Remarks and Upcoming Shows  

In this episode of Options Insider Radio Network, host Mark Longo along with co-hosts Uncle Mike Tosaw and the Rock Lobster Andrew Giovinazzi, discuss various aspects of the options market including unusual activity alerts, market analysis, and strategy overviews. They delve into specific stocks like SoundHound AI, MicroStrategy, and Palantir, and analyze call and put options on stocks like Verastem, Hudson Pacific Properties, and On Holding AG. The episode features trivia on 80s trivia and ends with Uncle Mike's Strategy Block segment discussing the advantages of a deep in the money covered call over a short put. The show also includes insights on upcoming earnings announcements and the strategies to trade them.   03:07 Welcome Back to the Show 03:27 Recap of Recent Events 04:39 80s Trivia Challenge 09:33 Trading Block: Market Analysis and Trends 25:44 ETH Treasury Milestone 26:10 Top 10 Stocks Analysis 29:37 Earnings Season Highlights 32:36 Unusual Options Activity 44:08 Strategy Block: Options Wisdom 47:42 Around the Block: Market Watch 50:21 Closing Remarks and Upcoming Shows  

O "Ulrich Responde" é uma série de vídeos onde respondo perguntas enviadas por membros do canal e seguidores, abordando temas de economia, finanças e investimentos. Oferecemos uma análise profunda, trazendo informações para quem quer entender melhor a economia e tomar decisões financeiras mais informadas.00:00 - Nesse episódio do Ulrich Responde...01:43 - Ainda há chance de acordo no curto prazo com os EUA? 04:26 - Aproximação do Brasil com a Rússia e afastamento dos EUA: qual o impacto estratégico? 06:44 - O cálculo do PIB argentino é feito de forma diferente do brasileiro? 08:07 - Mudanças frequentes nas tarifas dos EUA prejudicam a confiança comercial? 09:32 - Quais empresas investir na tese de perfuração de petróleo de Jackups? 10:15 - Um asteroide com ouro poderia acabar com o valor do metal? 12:12 - O tarifaço pode aumentar a inflação e levar a alta da Selic? 13:47 - Por que reservas governamentais em Bitcoin são positivas? 15:06 - A queda de dominância do Bitcoin justifica investir mais em altcoins? 16:13 - Vale a pena comprar ETFs de Bitcoin e ouro ao invés de ter custódia própria? 19:55 - O que é o CriptoJud e quais suas implicações? 21:25 - Quais as chances da MicroStrategy entrar no S&P 500 ainda este ano? 24:47 - Por que o dólar está valorizando frente ao real mesmo com crise política? 25:56 - Vale a pena investir na estratégia MTR ou só em Bitcoin? 26:54 - O Mercosul deveria ser aprimorado ou extinto? 27:15 - O Fed está atrás da curva na política de juros? 27:34 - Melhores países para emigrar se Lula vencer em 2026? 28:39 - E se o BRICS adotasse o Bitcoin como moeda? 31:02 - Por que o Bacen combate inflação com Selic se ele mesmo gera inflação? 31:36 - Por que pessoas inteligentes ainda não investem em cripto? 32:29 - Trump quer baixar juros à força: onde estão as críticas? 32:38 - Por que ainda surgem bolhas de preços com tantas métricas de avaliação?

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

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, 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 $14.5B Timestamps: 00:00 Start 02:36 Difficulty Report by Luxor 07:41 Tariffs... again 13:59 No, China is not banning bitcoin mining again 21:56 MSTR will no longer issue equity under 2.5x mNAV 33:25 Cry Corner: Mining pool heist

In this week's Byte-Sized Insight, we explore the fast-growing world of crypto treasury companies: publicly traded firms using digital assets as strategic reserves. With billions in capital raised, these companies are giving investors new, regulated ways to gain exposure to not only Bitcoin (BTC) but assets like BNB and SOL. Host Savannah Fortis speaks with David Namdar, CEO of BNB Network Company (formerly CEA Industries), and Joseph Onorati, CEO of DeFi Development Corporation, to unpack why these vehicles are emerging now, how they work, and what they could mean for the future of institutional crypto adoption.(01:05) – Why crypto treasury companies matter now(03:02) – The MicroStrategy playbook(04:30) – Evolution beyond Bitcoin(06:05) – Why BNB?(08:42) – The big billion demand(10:47) – Enter DFDV: The Solana treasury company(12:42) – The Power of validator yield(16:07) – Who's buying these stocks?(18:57) – The future of crypto treasury companiesThis episode was hosted and produced by Savannah Fortis, @savannah_fortis with original music by Savannah Fortis.Follow Cointelegraph on X @Cointelegraph.Check out Cointelegraph at cointelegraph.com.If you like what you heard, rate us and leave a review!The views, thoughts and opinions expressed in this podcast are its participants alone and do not necessarily reflect or represent the views and opinions of Cointelegraph. This podcast (and any related content) is for entertainment purposes only and does not constitute financial advice, nor should it be taken as such. Everyone must do their own research and make their own decisions. The podcast's participants may or may not own any of the assets mentioned.

// 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

Charlie & Colin expose how Bitcoin treasury companies mirror 1929 investment trusts, creating overleveraged positions that could trigger the next bear market through forced selling and debt spirals.Charlie and Colin dive deep into the dangerous parallels between today's Bitcoin treasury companies and the 1929 investment trust bubble. They analyze how companies like MicroStrategy use convertible debt to accumulate Bitcoin, why this creates systemic risk, and how forced selling could trigger a catastrophic unwind. From Ponzi-like dividend structures to the speculative attack strategy, they break down why this leverage-fueled boom might end badly.Subscribe to the newsletter! https://newsletter.blockspacemedia.com**NOTES:**• 98 companies raised $86B in 8 weeks for crypto• MicroStrategy needs $300-400M annually for dividends• Q1 revenue only $111M vs dividend obligations• Public entities hold ~900K Bitcoin total• Investment trusts grew 11x from 1927-1929• 1929 trusts were 1/3 of all capital issuanceTimestamps:00:00 Start02:30 Lessons from 192907:22 Trusts vs BTC treasury companies12:50 Shorting MSTR20:51 Hear me out.. companies that make profits24:34 Don't say the P word!-

MicroStrategy's new Stretch preferred equity product raised $2.5B—5x oversubscribed—marking the largest U.S. equity IPO in 2025 so farStretch offers a 9% yield, targeting fixed-income investors, and positions MicroStrategy to tap into trillions in money market capitalDiscussion of the growing trend of Bitcoin Treasury companies, with over 160 firms now holding BTC on their balance sheetsAlex and John caution investors to treat Bitcoin-related equities as high-risk—spot Bitcoin should remain the core holdingRay Dalio now recommends a 15% allocation to Bitcoin or gold, signaling growing institutional acceptance of Bitcoin as digital goldThe IMF's energy FUD was debunked, with Daniel Batten and Lynn Alden praised for educating on Bitcoin's use of stranded/wasted energyU.S. government reaffirms the right to self-custody Bitcoin; however, progress on establishing a strategic Bitcoin reserve remains stalledCoinbase quietly added 2,500 BTC in Q2—its largest quarterly accumulation yet—but is still criticized for its crypto-first strategyGalaxy Digital's $9B sale of 80K BTC had limited impact, showing Bitcoin's market depth and growing institutional demandTucker Carlson's discussion of central banks funding perpetual war is a sign Bitcoin-aligned ideas are entering mainstream discourse 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.

It's a Crypto Bonanza today we we discuss the new Clarity Act and how it impacts digital currencies. We also chat about the emotional and financial rollercoaster of buying a home in today's market, as Kirk shares about falling in love with a house—only to walk away after discovering many issues the sellers failed to disclose. We talk about how the cost to buy is now far above the cost to rent in many areasb and how sellers are increasingly unwilling to drop prices—even as supply builds and interest rates stay high. We also dig into how real estate, while deeply emotional, ultimately comes down to math, and why renting may still make more sense...  Wee discuss...  The cost to buy a home is currently much higher than the cost to rent, especially in higher-priced markets. Emotional attachment often causes sellers to keep unrealistic home prices despite market shifts. Many markets are seeing a growing supply of homes and longer times on market, leading to price pressures. Real estate equity is a major source of wealth but is difficult to access without selling or borrowing. Sellers tend to suppress or avoid disclosing problems to preserve home value, increasing risk for buyers. Inflation-adjusted home prices show 2025 prices are very high, but official inflation numbers may understate true inflation. Buying a home is often an emotional and personal decision rather than a purely financial investment. Renting can be mathematically cheaper, but many still desire homeownership for personal reasons.  The Clarity Act aims to define regulatory authority over digital assets between the CFTC and SEC, though it hasn't passed yet. Regulation is viewed positively if it prevents fraud without overly restricting innovation in crypto. The banking sector may resist crypto innovation due to potential threats to their traditional business models. Concerns were expressed about government overreach via CBDCs that could control or monitor personal spending. Despite risks, the government already has many tools to combat financial crime without needing intrusive surveillance. Bitcoin and Ethereum prices have risen recently, prompting some profit-taking but maintaining belief in long-term value. MicroStrategy pivoted to Bitcoin investment after years of flat or breakeven performance, using debt and financial engineering to buy more Bitcoin. The history of MicroStrategy's CEO includes a past SEC investigation and company struggles before embracing Bitcoin. The line between genius and stupidity can sometimes be just dumb luck. MicroStrategy's strategy resembles a Ponzi scheme by relying on new money to pay returns and leveraging debt to buy Bitcoin. If Bitcoin crashes, the company faces margin calls and financial stress due to heavy debt.   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/crypto-bonanza-733 

As we take a brief hiatus from releasing new episodes this week, we thought it would be interesting to revisit this episode from December 2024 with Michael Saylor. Ahead of the Trump administration officially taking office, Michael explained why he thought the year ahead would be a seminal one in the history of Bitcoin. Was he correct? You be the judge. Summary: With a new, crypto-friendly administration incoming, 2025 may be the year we see Bitcoin integrate more fully into mainstream finance in America and globally. Though volatile, and with an uncertain future that will heavily depend on how macroeconomic conditions and regulatory policies play out across the year, there's reason to believe that Bitcoin could soon be more prominent than ever. Today's guest is here to tell us why.Michael Saylor is the Executive Chairman and co-founder of business intelligence company MicroStrategy (Nasdaq: MSTR), and a leading advocate of Bitcoin. MicroStrategy considers itself to be the world's first Bitcoin Company, and under Michael's leadership have adopted a unique Bitcoin acquisition strategy with approximately $42 billion in Bitcoin held to date. In this episode, Michael describes his journey from skeptic to Bitcoin maximalist, emphasizes the importance of understanding Bitcoin as a digital capital asset, and discusses its potential to disrupt traditional valuation methodologies in finance.Highlights:Michael recommends resources for Bitcoin beginners (2:37)Why fear of progress holds us back (3:55)Michael points out the clues suggesting Bitcoin is here to stay (7:11)What USD maximalists get wrong (13:15)How we can understand the potential of Bitcoin through an engineering lens (16:25)Why valuation methodologies need to adapt to include Bitcoin (18:48)How Bitcoin outperforms traditional investments (28:09)Why supportive regulatory environment is crucial for Bitcoin's growth (30:54)Michael explains why the current capital market structure favors a select few (34:59)Why sound money is critical for societal progress (39:00)Links:Michael Saylor LinkedInMicroStrategy WebsiteBook: The Bitcoin Standard by Saifedean AmmousICR LinkedInICR TwitterICR WebsiteFeedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, joe@lowerstreet.co.

What's fueling crypto's market surge?  This week on Bits + Bips, Ethereum's rally has reignited market energy, triggering fresh questions about the return of alt season, and whether Bitcoin's dominance will continue to fall. With special guests Katalin Tischhauser from Sygnum Bank and Wintermute's Jake Ostrovskis, we dive deep into how corporate treasuries, tokenized assets, and shifting ETF flows are reshaping crypto's microstructure.  Plus, we dissect the macro impact of rising tariffs, the Fed's delicate dance with Trump, and whether tokenization could breathe new life into the US dollar. Check out the sponsors who make this show possible! Bitwise Mantle Hosts: Steve Ehrlich, Executive Editor at Unchained Ram Ahluwalia, CFA, CEO and Founder of Lumida Guests: Katalin Tischhauser, Head of Research at Sygnum Bank Jake Ostrovskis, Head of Sales Trading (OTC) at Wintermute Links Markets:  Unchained: Spot Ether ETFs Extend 16-Day Inflow Streak With $453 Million DATs: Cointelegraph: Tron Inc. seeks $1B to grow TRX holdings as stock rallies CoinDesk: Crypto Treasury Fever Spreads to Ethena as $360M SPAC Deal Targets ENA Accumulation CEA Industries Inc. Press Release: CEA Industries and 10X Capital, with the support of YZi Labs, announce $500 Million Private Placement to Establish Largest Publicly-Listed $BNB Treasury Company in the World The Block: Specialty finance company Mill City announces $450 million offering to establish corporate Sui treasury Barron's: MicroStrategy to Offer Preferred Stock With a Twist That Could Yield 10% Trump and Powell Fortune: Jerome Powell had a surprise visit from Trump. He's poised to leave interest rates unchanged anyway CNBC: Trump spars with Powell over renovation costs during Fed visit, but backs off firing threats Timestamps:

The Swan team humorously opened by mocking government spending inefficiency, referencing the Fed's $3.1 billion office renovationDiscussed the unusual dynamic between President Trump and Fed Chair Jerome Powell, including Trump's public pressure for rate cuts and stimulusAnalyzed the Fed Funds futures curve and how market expectations for rate cuts through 2026 are priced in via CME dataExplored the Galaxy Digital sale of 70,000 BTC from a 2011 whale, highlighting Bitcoin's strong liquidity and resilience to heavy selling pressureJohn Haar explained MicroStrategy's new $2.5 billion “Stretch” preferred stock, comparing it to a short-duration yield instrument with monthly payoutsDebated fiat's distortion of housing affordability and generational economic inequality, referencing wtfhappenedin1971.com and historical gold/minimum wage statsReviewed BlackRock's recent de-dollarization graphic, which shows central banks increasing gold reserves as USD dominance declinesQ and Isaiah shared stories from the Swan Private team, focusing on estate planning and guiding high-net-worth clients in building generational Bitcoin wealthDiscussed stimulus check rumors from Trump and why another round could signal further monetary debasement — and Bitcoin buying opportunitiesClosed with a breakdown of how Swan Private supports clients with education, planning, and personal relationships built around a Bitcoin standard 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.

Analyzing MicroStrategy's new preferred stock strategy that requires $400M in annual dividends while their core business only generates $111M in revenue. Are Bitcoin treasury companies creating a bubble?Michael Saylor's controversial pentagram post and MicroStrategy's pivot to preferred stocks. With 145+ companies now adopting Bitcoin treasury strategies and institutions holding 10% of all Bitcoin, we explore whether this paper Bitcoin summer represents genuine adoption or a dangerous leveraged bubble waiting to burst.Subscribe to the newsletter! https://newsletter.blockspacemedia.com**Notes:**• MicroStrategy owes $400M annually in dividends• Core business only generates $111M revenue• 145 Bitcoin treasury companies now exist • Institutions hold 10% of Bitcoin supply• Daily institutional buying 10x mining rate• Treasury companies bought 39K BTC/monthTimestamps:00:00 Start00:48 Bitcoin's "Defense Dept"03:04 Preferred stock pivot04:40 Where does the yield come from?07:29 Dividends can't come from company profits19:22 MSTR memes-