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Send us a textA faster lap by going blind sounds reckless until you hear Lando Norris say he drives better with the delta display switched off. That's the spark for a bigger idea we explore: acid capitalism, where imagination and shared beliefs move markets more than the neatest spreadsheet ever can.We start with the critique that more frequent shows dilute intrigue and use it to sharpen the mission: reduce noise, focus on decision design. From there we test how narrative beats decimals in places you wouldn't expect. An F1 franchise marked at six billion becomes a case study in brand economics. Nvidia stops looking like “just chips” and reveals its platform moat through CUDA and TSMC's world-class execution, while hyperscalers quietly stretch asset lives to boost reported earnings. Tesla's 20-quarter coil is not dead money; it's stored energy that can compress a future rerate positive or cataclysmic into a single year. Meanwhile, China's 10-year yield hovering below 2 percent acts as a simple, powerful tell for local equities.We also dig into mispriced complexity. Spirits makers face a brutal cobweb: whiskey needs a decade, tequila seven years, and changing demand punishes inventory mistakes for an age. That's why Diageo and peers trade near decade lows; not because the category is broken, but because time is. Pain today sets up tomorrow's scarcity. We map one pragmatic approach: harvest option income against depressed, range-bound leaders to grind down cost basis while you wait for pricing power to return.Along the way, we examine Bitcoin vs MicroStrategy premiums, joke about longevity supplements, and acknowledge the temptation to obsess over every decimal point. The takeaway is consistent: decide what to ignore. Turn off the dashboard that steals your attention, then do the simple, hard work and respect cash over optics, find moats that scale, and back visions that mobilise real capital.Enjoyed the ride? Follow, share with a friend who loves markets with edge, and leave a review telling us what you'd switch off to see better.Support the show⬇️ Subscribe on Patreon or Substack for full episodes ⬇️https://www.patreon.com/HughHendryhttps://hughhendry.substack.comhttps://www.instagram.com/hughhendryofficialhttps://blancbleustbarts.comhttps://www.instagram.com/blancbleuofficial⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!
In this episode, Lex speaks with David Namdar - CEO of the BNB Network Company, kicking off with his journey from early Bitcoin adoption in 2012 to co-founding Galaxy Digital and now leading the BNB Network Company. Namdar explains the evolution of public markets' engagement with crypto, highlighting how regulatory hurdles and speculative cycles shaped market participation. He outlines the rise of Digital Asset Treasury (DAT) companies, crediting Michael Saylor's MicroStrategy for pioneering the model by converting $400 million in cash to Bitcoin - now holding over $75 billion in BTC. We examine how Binance, with 290 million users and 40% of global crypto volume, supports BNB as a deflationary asset, burning up to $2 billion per quarter. Finally, Namdar shares why BNB, not Bitcoin, is the focus of his new DAT initiative, offering U.S. investors exposure to an underrepresented but powerful asset.NOTABLE DISCUSSION POINTS:Digital Asset Treasuries Are Emerging as Crypto ETFs in Disguise: Public companies like MicroStrategy and MetaPlanet are turning their balance sheets into crypto holdings, offering indirect exposure to Bitcoin, Ethereum, and BNB. This model is attracting billions and creating a new on-ramp for investors -especially where ETFs or direct access are limited.BNB Is Massively Used Yet Underrepresented in U.S. Markets: With 290 million users and up to $2B in quarterly token burns, BNB is one of the most used tokens globally. Yet it's largely inaccessible to U.S. investors, creating a major disconnect and a potential opportunity for BNB-focused public vehicles.Crypto Booms Often Rely on Misunderstood, Unsustainable Incentives: Namdar highlights how past cycles inflated demand through staking rewards and nominal yields, not real value. A lack of economic literacy continues to fuel hype over fundamentals, risking long-term sustainability. TOPICSBNB Network Company, Binance, BNB, Galaxy Digital, SolidX Partners, MicroStrategy, Bitcoin, Bitcoin treasury, Ethereum, Digital Asset Treasury, DAT, treasury, crypto, convertible debt, tokenomics, crypto treasury, capital markets ABOUT THE FINTECH BLUEPRINT
Lyn Alden returns to discuss Bitcoin's current cycle, macro conditions, and her new sci-fi novelPanel examines a ~25% pullback and whether it's a pause or a new bear marketLyn argues halvings now matter less; macro and liquidity dominate price actionJohn notes 2025 doesn't resemble 2021's top across inflation, M2, deficits, and Fed postureBitcoin behaves more like a large-cap asset with institutional rebalancing muting extremesLyn sees mild recession risk amid fiscal dominance and a two-speed economy, with reacceleration in 2026–27TGA fill and recent repo stress cited as short-term drags on Bitcoin liquidity“OG” distribution framed as an IPO-like rotation to broader holdersTreasury company update: Strive's 12% SATA preferred and MicroStrategy's new issuance, with scale advantages likely to concentrate winnersDebate on France's proposed 1% unrealized wealth tax and why Bitcoin is productive monetary savings, not luxury wealth 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.
Apple CEO Tim Cook pulled three rabbits out of a hat Pulling a rabbit out of a hat is a pretty good trick, but pulling three out of a hat is nothing short of a miracle. In the spring of this year, Apple stock fell below $170 a share as it was faced with enormous tariffs on iPhones, the potential loss of a $20 billion per year payment from Google, and sales for iPhones seemed to be stuck in the mud. To handle the tariff situation, Tim Cook promised US investments of $600 billion over four years. This was not bringing iPhone production back to the US, but it was an investment of making AI servers in Texas and offering manufacturing training for US businesses in Detroit. Apple also announced a $2.5 billion commitment to make iPhone cover glass in Kentucky with Corning and a $500 million partnership to produce rare earth magnets in the United States. After this investment pledge, the President said Apple would be exempt from tariffs on imported electronics. To save the $20 billion yearly payment from Google, Mr. Cook sent Apple's senior vice president in charge of services Eddie Cue to testify. He convinced the judge that technology shifts are so powerful that they can take down even the most massive companies. In other words, the judge didn't need to impose harsh penalties, and the market would essentially take care of itself. And somehow consumers have been convinced that the new thinner smart phone called the iPhone Air is a must for any consumer. The marketing on this must be phenomenal because the iPhone Air has a weaker camera, a single speaker, a smaller battery with a shorter life and a higher price tag. Apple also convinced consumers that the rest of the iPhone 17 lineup was worth an upgrade. Apple is predicting up to12% revenue growth in the holiday quarter, twice what Wall Street estimated. So, in roughly 6 months the stock, after dropping to a low around $169 a share, it is up roughly $100 and somehow supports a price earnings ratio of 36. Congratulations to Tim Cook and shareholders of Apple stock. If anyone said they knew Apple would be fine either they have a crystal that really works, or they didn't understand the problems Apple was facing. Going forward the road is still bumpy with operating expenses coming in slightly over $18 billion for the December quarter, a 19% increase year over a year and well above the 10 to 12% revenue increase that Apple's projecting. We don't see any big drops in the stock coming up, but I still can't justify the share price or see any reason why the stock will continue to climb going forward. In 2026 you could be buying stocks on the Texas Stock Exchange Businesses and CEOs are getting tired of the high taxes in New York City and the regulations that are costing them billions of dollars. Texas, which is known as a pro business state will be opening in Dallas the Texas Stock Exchange (TXSE). This has already been approved by the Security Exchange Commission (SEC). It is expected to see operations open for trading in the first quarter of 2026. The Texas stock exchange has the backing of JPMorgan Chase, who just invested $90 million into the new exchange. Large companies like BlackRock and Charles Schwab are also on board. It is backed by many businesspeople including billionaire Kelcy Warren, cofounder of Energy Transfer Partners, and billionaire Paul Foster, who founded the investment firm Franklin Mountain Investments. This could be a heavy blow to New York and New York City, who have been unfriendly to business because they felt like they have the only place in the country to trade. Now that New York City has elected Zohran Mamdani for mayor, it will be interesting to see how businesses respond since he says he will go after business and the wealthy to pay more taxes. The state of Texas has no income tax, but if you live in New York City you could pay a state tax of 10.9% plus a city tax of 3.9% and it doesn't take long to get to those levels based on your income. Public companies that bought Bitcoin are getting worried The craziness of public companies riding the Bitcoin wave as it increased in value caused many of their stocks to jump even more than the increase in Bitcoin or other cryptocurrencies. But now that Bitcoin has pulled back from its all-time high slightly over $126,000 and has dropped about 20%, those public companies that bought Bitcoin are seeing their stocks drop far greater than the decline in Bitcoin. Roughly 25% of the public companies that bought Bitcoin as a treasury strategy now have a market cap valuation below the total value of their Bitcoin value. What companies were doing was they would invest in Bitcoin then sell their shares at a premium as their stock increased in value and then used those proceeds to turn around and buy more Bitcoin. Now that Bitcoin has declined, there's no reason for crypto buyers or traders to buy those stocks and instead it looks like they have been selling them. As an example, CleanCore Solutions is now down over 80% since investing in Dogecoin and even a larger player like Japan's Metaplanet, which is a top five publicly listed Bitcoin holder, has seen its stock decline around 60% over the last 3 months. If Bitcoin were to continue its decline, the company could be forced to sell assets, which could cause Bitcoin to fall even further. So far, this has not affected the company who started this craziness of buying Bitcoin in their treasury. I'm referring to MicroStrategy, which has changed its name just to Strategy and still trades under the symbol MSTR. Really all this company does is buy Bitcoin. Strategy owns roughly 640,000 Bitcoin and at today's price it is worth roughly $70 billion. It is estimated that Strategy's average purchase price for Bitcoin is $74,000, so they seem to be safe for a while. However, stock investors in Strategy are probably crying the blues since in July the stock was around $450 and as of today it trades around $240, close to a 50% decline. As we have said for years, no one really knows what direction Bitcoin is going, it could be up or it could be down. But one thing is for certain, if those companies that bought Bitcoin and pushed the price higher, now need to sell it that will probably cause Bitcoin to fall further. Financial Planning: The Conflict of Interest around Universal Life Insurance Universal life insurance is often presented as a hybrid policy that combines features of term life and whole life, marketed for its perceived benefits of tax-deferred cash value growth and the potential for tax-free income through policy loans in addition to a permanent death benefit. However, realizing these benefits typically requires significant overfunding, meaning the policyholder must pay premiums well above the minimum needed to keep the policy in force. Universal life offers flexible premiums, but there are ongoing fees and costs of insurance, which increase with age, required to maintain coverage. Only premiums paid beyond those costs build cash value that can be invested. The problem is that agent commissions are usually based on the “target premium”—the minimum amount needed to keep the policy active, not the funding level required for it to perform as illustrated. This creates a conflict of interest, where many agents are incentivized to sell the policy but not to ensure it's structured or funded properly. As a result, many universal life policies become underfunded, fail to accumulate meaningful cash value, and ultimately function as expensive term insurance. While some advisors structure these policies correctly, they are the exception rather than the rule. Because the life insurance industry is easy to enter and highly lucrative, it attracts many underqualified or self-interested salespeople. For most people, term life insurance combined with disciplined investing remains a more transparent and cost-effective approach that will outperform even the most efficiently structured life insurance, especially since the need for a death benefit typically declines by retirement. It's important to regularly review existing life insurance policies to ensure they're performing as intended and not quietly eroding in value over time. Companies Discussed: Alexandria Real Estate Equities, Inc. (ARE), Kimberly-Clark Corporation (KMB), Chipotle Mexican Grill, Inc. (CMG) & Newell Brands Inc. (NWL)
Don and Tom take listeners on a wild ride through the booming (and frequently disastrous) world of leveraged ETFs. They break down how these funds promise double or triple the excitement but mathematically bleed away returns through volatility decay. A few listener questions follow, covering retirement cash buffers, negotiating advisory fees on large portfolios, and comparing IRTR vs AOM for a near-retiree allocation. Humor, subtle self-mockery, a Jonas Brothers detour, and a reminder that gambling is not investing. 0:04 Opening banter and the thrill-seeker pitch for leveraged ETFs 1:29 Leveraged single-stock ETFs explode from zero to $40B 3:26 MicroStrategy example: stock up ~30%, 2x ETF down ~65% 5:03 How volatility decay quietly destroys leveraged returns 7:36 5x ETFs and the “go to zero in one day” problem 9:01 When leverage stops being “investing” and starts being gambling 11:38 Listener question: Should retirees hold a bigger cash buffer to avoid selling in downturns? 14:37 Listener question: Should a $4M managed client negotiate fees? (Yes.) 17:43 IRTR vs AOM comparison for someone three years from retirement 22:54 Seasonal weather rant and hunkering down for productivity Learn more about your ad choices. Visit megaphone.fm/adchoices
In Folge 195 des Dachthekenduetts sprechen André F. Lichtschlag und Martin Moczarski über Gold , Bitcoiun und den Währungskrieg zwischen Brics und dem Dollar, Javier Mileis überraschenden Wahlsieg in Argentinien, Venezuelas Rolle im globalen Machtspiel, New Yorks neuen kommunistischen Bürgermeister, Feminismus, sowie den drohenden Zerfall der CDU.Alle Links aus der Sendung gibt es hier:https://freiheitsfunken.info/2025/11/06/23529-dachthekenduett-folge-195-tv-waehrungskrieg-und-geopolitik-die-strippen-hinter-wilders-weidel-und-mileiMöchten Sie unsere Arbeit unterstützen?––––––––––––––––––––––––––––––––––––––––––––––––Spenden Sie Werkzeuge für die libertäre GlücksschmiedePayPal (auch Kreditkarte) / Überweisung / Bitcoin / Monero:
Derek Moore is joined by Mike Snyder to discuss the Hindenburg Omen and what that means for the stock market. Plus, looking at whether the Tariff trade has been completely wrong. Later, the best six months of the year are here, problems with using CAPE Ration to predict forward returns, permabears, and examining whether MicroStrategy (Strategy) is starting to not make sense to investors. All that plus looking at Semiconductors cycle against the Mag 7 and the S&P 500 Index. Tariff trade MicroStrategy (Strategy) vs Bitcoin trade Enterprise value of MicroStrategy vs intrinsic value of their Bitcoin holdings What is the CAPE Ratio? CAPE Ratio and forward 10-year and 12-year returns Earnings multiples John Hussman 12-year forward expected returns What are the best six months of the year Federal Reserve Obfuscation Index Semiconductors broke out "after going nowhere for over a year" Mentioned in this Episode Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com
The crypto market crashed today, Nov. 3, as a risk-off sentiment continued and as uncertainty climbs in the United States.~This episode is sponsored by iTrust Capital~iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaul00:00 intro00:05 Tom Lee: Wall of Worry over?01:03 Tom Lee buys ETH01:45 Michael Saylor buys Bitcoin02:04 Buying Amounts Slowing02:27 November S&P50002:52 Ethereum $7,000 by December04:31 Tom Lee Mindshare Power05:06 Bull-Market Catalysts05:26 Altcoin Season Dead06:06 Fear & Greed Index07:49 Government Shutdown08:18 Trump Healthcare Plan?09:44 SNAP benefits resumes?10:04 No Fed Rate Cut11:00 Cash on Sidelines11:40 Sponsor: iTrust Capital12:24 Berkshire Selling Over?13:14 Fed Pumping Money Into Banking System13:53 Supreme Court vs Tariffs14:16 Balancer Hack Contagion?14:54 Ripple Prime Launches15:40 Animoca Brands IPO16:00 US vs China Bitcoin Holdings16:47 Trump Crypto Priority17:43 US Ethereum Holdings18:25 CLARITY Act on Thanksgiving?19:00 Market Crashing20:24 outro#Crypto #Bitcoin #Ethereum~Wall of Worry
This episode of Crypto Town Hall gathered top crypto analysts, traders, and community members to discuss current market volatility, recent liquidation events, and macro forces shaping digital assets. The goal was to examine the ongoing price action—including over $1 billion in recent liquidations—and debate whether we are at a market bottom or top. Speakers also explored the maturing crypto landscape, with special focus on institutional adoption, the impact of the four-year Bitcoin cycle, MicroStrategy's business model and credit rating, and the competition among digital asset treasury (DAT) companies. The discussion was lively, honest, and full of practical macro and market signal advice for both institutional and retail participants.
Tune in live every weekday Monday through Friday from 9:00 AM Eastern to 10:15 AM.Buy our NFTJoin our DiscordCheck out our TwitterCheck out our YouTubeDISCLAIMER: The views shared on this show are the hosts' opinions only and should not be taken as financial advice. This content is for entertainment and informational purposes.
Fed cut by 25bps as expected, subject to 50bps and U/C dissent, announced it will end the balance sheet drawdown.Chair Powell struck a hawkish tone around December, weighing on stocks, USTs & XAU while the USD benefited.Trump said the meeting with Xi was amazing & lots of decisions were made, he rated the meeting a 12/10.BoJ held rates, Takata & Tamura dissented, favouring a hike; support seen in JGBs afterwards as the statement avoided any overtly hawkish signal.European futures point to a positive cash open, US futures are gradually rebounding following Powell and the first Mag 7 numbers; GOOGL +7% after-hours, MSFT -3%, META -6%Crude benchmarks faded some of the gains seen after the EIA report, XAU hit by Powell but off lows, base metals followed the risk tone.Looking ahead, highlights include Spanish Flash HICP (Oct), German Unemployment (Sep), Flash GDP (Q3), Prelim. CPI (Oct), EZ Final Consumer Confidence (Oct), Japanese Tokyo CPI (Oct) & Unemployment Rate (Sep), (Suspended Releases: US GDP & PCE (Q3), Weekly Claims), Events: ECB Policy Announcement, Comments from BoJ Governor Ueda, ECB President Lagarde, Fed's Logan & Bowman, Supply from Italy.Earnings from Amazon, Apple, Coinbase, Reddit, MicroStrategy, Cloudflare, Riot Platforms, Eli Lilly, Merck, Comcast, Roblox, Mastercard, Standard Chartered, Shell, Kion, Lufthansa, Volkswagen, Puma & ING.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Trump said the meeting with Xi was amazing & lots of decisions were made, he rated the meeting a 12/10; US-China agree 1-year trade truce.European bourses are broadly lower, US equity futures are mixed; META -8.8%, MSFT -2.3%, GOOGL +6.9% post-earnings.JPY struggles after BoJ kept rates steady and avoided any overt hawkish commentary; Ueda said no pre-set idea about timing of next rate hike. USD manages to hold onto post-FOMC spoils.Global benchmarks (ex-JGBs) remain soft post-FOMC; EGBs pressured into the ECB.XAU returns back above USD 4k/oz following hawkish Fed cut, crude remain rangebound.Looking ahead, Looking ahead, highlights include Japanese Tokyo CPI (Oct) & Unemployment Rate (Sep), (Suspended Releases: US GDP & PCE (Q3), Weekly Claims), Events: ECB Policy Announcement, Comments from ECB President Lagarde, Fed's Logan & Bowman.Earnings from Amazon, Apple, Coinbase, Reddit, MicroStrategy, Cloudflare, Riot Platforms, Eli Lilly, Comcast, Roblox, Mastercard.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Standard Chartered's Jeff Kendrick says if this week goes well, Bitcoin may never drop below $100,000 again. NLW breaks down the key macro catalysts — a dovish Fed, a potential U.S.–China trade thaw, and tech earnings from Microsoft, Meta, Google, Apple, and Amazon — that could make this the decisive week for markets. Plus, updates on MicroStrategy's credit downgrade, new Solana and Litecoin ETFs, and Coinbase's major partnerships with Apollo and Citi. 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
Why has Bitcoin captured the attention of investors and innovators alike? Lance Roberts & Vinay Gupta break down what makes Bitcoin unique — from its blockchain backbone to its role as currency, commodity, and speculative asset. We'll explore how to think about Bitcoin in a diversified portfolio, what risks investors need to understand, and why blockchain may reshape how business is done in the future.
Why has Bitcoin captured the attention of investors and innovators alike? Lance Roberts & Vinay Gupta break down what makes Bitcoin unique — from its blockchain backbone to its role as currency, commodity, and speculative asset. We'll explore how to think about Bitcoin in a diversified portfolio, what risks investors need to understand, and why blockchain may reshape how business is done in the future.
Gui Gomes, CEO of OranjeBTC, joins host Aaron Stanley to discuss his company's mission to become Latin America's leading Bitcoin adoption catalyst following their recent listing on Brazil's B3 exchange. Gomes brings a unique perspective shaped by his time at Bridgewater Associates, where working alongside Ray Dalio on global economic power shifts crystallized his conviction that Bitcoin represents the future of reserve currencies. He outlines OranjeBTC's dual mandate: building the region's largest Bitcoin treasury while delivering comprehensive education to investors at all levels. The company is actively accumulating Bitcoin through weekly purchases and exploring various capital instruments to grow their holdings, similar to strategies pioneered by MicroStrategy. Gomes shares his vision for Brazil's potential as an early Bitcoin adopter among major economies, arguing that the country's 215 million people could set a transformative example for emerging markets navigating the transition toward digital, decentralized monetary systems.You can connect with Gui on Linkedin-------------------------------------------------------------------
Click Here to Get All Podcast Show Notes!What happens when you give your child $50 not to spend but to invest? In this episode, Sharran shares the inspiring story of how he turned his 11-year-old son into an investor and grew a $1,000 portfolio into over $7,000 in just three years.Sharran breaks down the exact four investments they made, why one of them exploded 2,200%, and the powerful lessons he learned about risk, patience, and teaching kids the value of money early. He also explains why the best financial education isn't about complexity but about clarity, confidence, and conversation.This episode is more than a financial story–it's a blueprint for building generational wealth and raising financially intelligent kids.Tune in to discover how to help your child think like an investor before they even hit high school.“The sooner you can introduce your kids to money, the less they'll be afraid of it.”- Sharran SrivatsaaTimestamps:01:08 - Why he replaced allowance with investing04:12 - Thematic investing made simple for kids06:04 - How Sharran built a $1,000 portfolio09:18 - Introducing risk with MicroStrategy and Bitcoin13:05 - The power (and fear) of volatility13:34 - Why diversification protects your portfolio14:33 - Patience as the secret to long-term growth15:54 - Why simplicity beats complexity in investing16:17 - Lessons parents can use to teach financial literacy18:13 - The key to helping kids build confidence with moneyResources:- The Next Billion by Sharran Srivatsaa - https://sharransrivatsaa.substack.com/- Acquisition.com - https://www.acquisition.com/- Board Member: ARC Multifamily Real Estate Investing - https://arcmf.com/- Board Member: The Real Brokerage - https://www.joinreal.com/Connect with Sharran:- Facebook - https://www.facebook.com/likesharran- Instagram - https://www.instagram.com/sharransrivatsaa/- X - https://x.com/sharran- LinkedIn - http://www.linkedin.com/in/sharran- YouTube -
Pierre Rochard is one of the original bitcoin thinkers, builders, and educators — now serving as CEO of The Bitcoin Bond Company. Known for popularizing the term “speculative attack” in the bitcoin space, Pierre has long explored how bitcoin can replace legacy finance from the inside out.In this episode, Pierre joins The Bitcoin Frontier to discuss how banks adopting bitcoin could strengthen global stability, how fractional reserve banking might evolve on a bitcoin standard, and why he believes governments buying bitcoin is inevitable. We dig into the rise of bitcoin treasury companies, the idea behind bitcoin bonds, and whether bitcoin's decentralization can withstand institutional adoption.SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email: podcast@unchained.com → Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=social&utm_campaign=podcast → Book a free call with a bitcoin expert: https://unchained.com/consultation?utm_source=youtube&utm_medium=social&utm_campaign=podcastTIMESTAMPS:0:00 – Intro & bitcoin's ideological roots in libertarianism3:00 – Why banks holding bitcoin could prevent future financial crises7:20 – Can fractional reserve banking exist on a bitcoin standard?10:50 – MicroStrategy and the rise of bitcoin treasury companies12:40 – Why collapsing banks would be dangerous for society16:00 – Financial intermediation, savings culture, and a soft landing to a bitcoin economy18:00 – “Money for enemies”: Why state adoption isn't betrayal20:00 – Bitcoin in U.S. and state reserves: From Texas to Trump23:00 – Can governments or corporations co-opt bitcoin?25:00 – What bitcoin bonds are and how the Bitcoin Bond Company works29:30 – Bringing bitcoin into institutional portfolios through structured credit35:00 – Comparing bitcoin bonds to MicroStrategy's convertibles37:00 – Why treasury companies are undervalued and what investors are missing40:00 – Hyperbitcoinization, speculative attacks, and soft landings45:00 – How adoption is accelerating asymmetrically across nations50:00 – The ETF era: Collaborative custody and the path from convenience to sovereignty55:00 – Have we peaked in self-custody? UX, education, and generational change58:00 – Is bitcoin's freedom money inevitable — and what are the real threats ahead?1:02:00 – Quantum computing, Satoshi's coins, and the future of protocol resilience1:03:00 – Where to find Pierre online and closing thoughtsWHERE TO FOLLOW US: → Unchained X: https://x.com/unchained → Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom → Unchained Newsletter: https://unchained.com/newsletter → Pierre Rochard's Twitter: https://x.com/BitcoinPierre → Timot Lamarre's Twitter: https://x.com/TimotLamarre
C'est une affaire digne d'un scénario hollywoodien qui secoue le Royaume-Uni. La police métropolitaine de Londres vient de réaliser la plus grande saisie de cryptomonnaies de l'histoire : près de 61 000 bitcoins, soit environ 6,8 milliards de dollars au cours actuel.Au cœur de cette opération record, une femme : Qian Zhimin, aussi connue sous le nom de Yadi Zhang, une ressortissante chinoise de 47 ans que la presse locale surnomme déjà la “déesse de la richesse”. Et pour cause : cette fortune colossale n'a rien d'honnête. Entre 2014 et 2017, la suspecte aurait mené une gigantesque escroquerie financière en Chine, qui aurait fait près de 128 000 victimes. L'argent détourné aurait ensuite été converti en bitcoins pour échapper aux autorités. Quand son réseau a été démantelé, Qian Zhimin a pris la fuite, utilisant de faux papiers pour se réfugier au Royaume-Uni. Sur place, elle aurait tenté de blanchir ses cryptos via un enchevêtrement de sociétés-écrans et de comptes anonymes. C'est là que les enquêteurs britanniques, en collaboration avec les autorités chinoises, ont fini par remonter sa trace.La somme saisie dépasse largement les réserves détenues par la plupart des entreprises spécialisées dans les cryptos. À titre de comparaison, Michael Saylor, fondateur de MicroStrategy et fervent défenseur du Bitcoin, en possède personnellement “seulement” 17 000. Reste désormais une question cruciale : que va-t-il advenir de cette fortune numérique ? Les procédures pour restituer l'argent aux victimes s'annoncent longues et complexes, notamment en raison du cadre juridique international autour des cryptomonnaies. Une chose est sûre : cette affaire hors norme rappelle que l'univers du Bitcoin reste un Far West financier, où fortunes et fraudes se côtoient encore dangereusement. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Is selling options really more profitable than buying them? In this episode, we settle the debate once and for all with real math, real trades, and real outcomes. You'll see why so many traders get seduced by the idea of selling options — and why that strategy can quietly destroy your account if you don't understand the math behind it.This isn't theory. It's a data-driven breakdown of what happens when you sell puts on a stock that's trending down, like MicroStrategy (MSTR), versus what happens when you buy puts in the same setup. Using OVTLYR's behavioral analytics, we walk through exactly how expectancy, time decay, and leverage work together — and how most retail traders get it backward.Key insights from this video:✅ Why selling options looks safe but carries unlimited downside risk✅ How one losing trade can wipe out six to twelve winners✅ What “extrinsic value” really means and why sellers can never profit from intrinsic value✅ How theta decay, delta movement, and volatility crush the illusion of safety✅ Why “cut your losses” isn't just advice, it's a survival rule✅ The golden rule of leverage that every trader must understand✅ How OVTLYR traders use expectancy models to pick smarter entries and exitsWe start by revisiting the fundamentals of options — long puts, short puts, and how both sides of the same contract mirror each other. You'll see how buyers profit when prices drop, while sellers only win if the stock stays flat or rises. The catch? The moment the stock breaks into a downtrend, the seller's losses start accelerating faster than they can recover.To drive it home, the episode dives into a detailed case study of selling a $380 MicroStrategy put that instantly turns against the seller. What begins as a $500 credit turns into a $3,800 loss per contract, even though the stock only drops 10%. That's a 723% loss compared to the maximum possible gain — and it happens simply because of how options pricing works.This example shows the danger of the “high probability” myth. Selling options may give you an 84% win rate on paper, but that means nothing if your losses are six to ten times larger than your winners. The math simply doesn't hold up. With OVTLYR's tools, traders can clearly see when probabilities deceive and how to flip the equation in their favor by focusing on high expectancy setups instead of high win rates.The episode also reveals what legendary traders like Larry Hite taught about cutting losses, managing risk, and surviving volatility. You'll discover why professional traders use systematic plans, why selling options often breaks the golden rule of leverage, and how to avoid the same trap that has ruined countless accounts.If you're serious about understanding the truth behind buying versus selling options, this video will change how you think about trading forever.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
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
Rafael Ojeda, miembro del Comité de Inversiones de Ursus 3 Capital Agencia de Valores, analiza lo más destacado de la bolsa estadounidense: Coinbase, Riot, MicroStrategy, American Express, Micron, Eli Lilly, Boston Scientific, META y ORACLE.
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? -
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…01:24 - Próximo alvo do governo para impostos após MP130304:28 - Por que OranjeBTC em vez de Bitcoin direto?05:31 - Ações de tesouraria Bitcoin ou Bitcoin direto?07:30 - Polymarket: investimento ou cassino?08:43 - Valorização de títulos é dinheiro do nada?10:39 - Centrão vai dominar e criar terceira via?12:41 - Vender CDB do Banco Master vencendo em 2030?13:36 - Ideias polêmicas de André Lara Resende15:19 - Bitcoin: baixo risco ou alto retorno?16:17 - Por que países compram tanto ouro?18:50 - Ulrich na OranjeBTC: conselheiro ou acionista?19:31 - Bolsa Família: solução ou dependência?23:08 - Crise deflacionária ou hiperinflação?25:41 - Nobel da paz para Trump? 28:02 - E se Satoshi Nakamoto reaparecesse?29:28 - OranjeBTC vai usar alavancagem?30:21 - OranjeBTC pode emitir ações/dívida como MicroStrategy?31:00 - A "guerra dos blocos" do Bitcoin32:12 - Bretton Woods foi um fracasso?32:37 - Camisa laranja da OranjeBTC à venda?32:56 - Ouro e prata vão subir nos próximos anos?33:49 - Brasil tem salvação política?
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.
De cryptomarkt is deze week weer volop in beweging. Bitcoin noteert rond de 122.000 dollar, na begin van de week zelfs kortstondig een nieuw record van 126.000 dollar te hebben aangetikt. Sindsdien is de koers wat teruggevallen, maar de vraag blijft of bitcoin zich blijft gedragen als goud of als risicovol aandeel — of juist zijn eigen pad kiest. Altcoins laten een wisselend beeld zien. Uitschieter is BNB, de munt van Binance, die deze week met 26 procent steeg. Ondertussen blijft Donald Trump nadrukkelijk aanwezig in de cryptowereld. Het bedrijf achter zijn eigen memecoin, Fight Fight Fight LLC, wil 200 miljoen dollar investeren in digitale valuta. Daarmee wil het bedrijf zelf een zogenoemde ‘digital assets treasury company’ worden, vergelijkbaar met wat MicroStrategy doet. Eén van de eerste aankopen die op de lijst staat: de eigen Trump Coin. Daarmee probeert het bedrijf de waarde van die munt verder op te stuwen, al is dat plan niet zonder risico. De munt van Trump was begin dit jaar nog goed voor 45 dollar, maar staat inmiddels rond de 7,50 dollar. Een groot deel van de tokens is bovendien in handen van Trump zelf en de oprichters van het project — zo’n tachtig procent in totaal, waarvan slechts een derde vrij verhandelbaar is. Daarmee zit de voormalige president op een papieren winst van honderden miljoenen, maar het is onwaarschijnlijk dat hij die snel kan verzilveren. Voor de resterende houders van de munt betekent dat vooral veel toekomstige verkoopdruk. Verder lijkt de opmars van stablecoins niet te stoppen. Wereldwijd is inmiddels ruim 300 miljard dollar aan dit soort digitale dollars in omloop. En het zijn allang niet meer alleen cryptobedrijven die zich op deze markt storten. ING werkt samen met Europese banken aan een eigen stablecoin, terwijl ook internetbedrijf Cloudflare plannen heeft. Buiten Europa bouwen de Verenigde Arabische Emiraten aan een nationale blockchain met een eigen Dirham-stablecoin. En zelfs Alipay, onderdeel van de Chinese Ant Group, komt met een gereguleerde euro stablecoin vanuit Luxemburg — een opmerkelijke stap, want de euro-variant loopt nog sterk achter op de dollartokens. De beweegredenen verschillen per partij. Cryptobedrijven hopen mee te liften op het winstgevende model van Tether, dat vorig jaar dertien miljard dollar verdiende aan rente-inkomsten. Financiële instellingen als ING en Cloudflare zien vooral kansen om wereldwijde betalingen sneller en goedkoper te maken. Voor landen als de Emiraten spelen geopolitieke en strategische motieven een rol. En dat een Chinese partij mogelijk een belangrijke rol krijgt in het Europese stablecoinverkeer, zal ongetwijfeld nog stof doen opwaaien. Deze week in de CryptocastEen gesprek met multi-asset-belegger Jeroen Blokland, die kiest voor kwaliteitsaandelen, goud en bitcoin in zijn fonds. Hij heeft een boek geschreven, de 'Grote Herbalancering', waarin hij zijn visie op de economie schetst en vervolgens tot de conclusie komt dat de traditionele 60/40 portefeuille niet meer van deze tijd is. Co-host is Peter Slagter. Met Daniël Mol bespreken we elke week de stand van de cryptomarkt. Luister live donderdagochtend rond 8:50 in De Ochtendspits, of wanneer je wilt via bnr.nl/podcast/cryptocastSee omnystudio.com/listener for privacy information.
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.
Customers don't just want answers. They want action! That's why agentic AI, the kind that doesn't just recommend but actually does the work, is reshaping how teams analyze experiences, resolve issues, and connect systems.In this CX Pulse Check, Jeannie talks with Medallia's Chief Strategy Officer, Sid Banerjee, about today's clearest CX use cases and the pitfalls leaders should avoid as agentic AI adoption accelerates across industries like banking, healthcare, retail, and hospitality.We explore three big patterns:AI that speeds up insight generation across calls, chats, and surveysAssistive tools that help agents find and deliver answers in real timeOrchestration that lets AI schedule, submit, and update without piling on handoffsVoice is making a comeback too, from car dealerships booking recall appointments to restaurants taking phone orders with flawless recall. The key isn't “more bots,” but better design, continuous coaching, and a balance of speed with trust.We also cover empathy, accountability, and practical guardrails (like building feedback loops, retraining models, and giving customers clear choices so they never feel trapped by tech).If you're evaluating where to deploy AI next or whether your pilots are effective, this conversation provides examples, cautions, and a pragmatic perspective.About Sid Banerjee, Chief Strategy Officer, Medallia:Over a nearly 30-year career, Sid has amassed deep skills building companies and solutions based on customer experience, business intelligence, and AI-powered technologies. Sid was the Founder and served as CEO, Chairman, and Chief Strategy Officer at Clarabridge. He most recently served as Chief XM Strategy Officer at Qualtrics. He presently serves as Chairman at Prolific, a high-growth technology company that provides a platform for high-quality, human-derived AI and research models. He was a founding employee of MicroStrategy and founder/CEO of Claraview. He also held executive and management positions at Ernst & Young and Sprint. He holds a BS/MS in Electrical Engineering from MIT.Learn More About Medallia at https://www.medallia.com/Follow Sid on...LinkedIn: https://www.linkedin.com/in/sidbanerjeewdc/Articles Mentioned:- Marriott checks out AI agents amid technology transformation (CIO Dive) -- https://www.ciodive.com/news/marriott-international-AI-strategy-agentic-cloud-cybersecurity/758922/- Red Lobster Turns to AI to Power Phone Ordering (Hospitality Technology) -- https://hospitalitytech.com/news-briefs/2025-09-22?article=red-lobster-turns-ai-power-phone-ordering- Long Island pizzeria goes viral with saucy videos giving bad diners a taste of their own medicine: ‘Go sit down' (New York Post) -- https://nypost.com/2025/09/22/us-news/long-island-pizzeria-goes-viral-with-saucy-videos-giving-bad-diners-a-taste-of-their-own-medicine-go-sit-down/Want to ask a question? Visit askjeannie.vip to leave Jeannie a voicemail! (And don't forget to follow Jeannie on LinkedIn! www.linkedin.com/in/jeanniewalters/)
Microstrategy records massive gains turning heads on Wall St!!► Bitcoin Well: bitcoinwell.com/simplybtc► Ledn: https://learn.ledn.io/simplySimply Bitcoin clients get 0.25% off their first loan► Bitkey: httpds://bitkey.worldSIMPLY for 20%► 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.
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.
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/
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
Time Stamps ⏰8:00 – How should a young person invest $100K11:30 – Elon buys back Tesla stock20:23 – Economic house of cards: Are we set for a recession?32:44 – MicroStrategy update38:33 – The rise of ASML43:06 – Apple's new iPhone feature48:00 – Oracle's stock explosionOn this week's Market Mondays, we broke down how young investors should approach $100K, Elon Musk's Tesla stock buyback, and whether the economy is setting up for a recession. We also covered the latest MicroStrategy update, the rise of ASML, and Apple's newest iPhone feature shaking up the tech world.We analyzed Oracle's stock explosion, Trump's push to end quarterly reporting, and why even the wealthy are still hesitant to buy Bitcoin. Plus, we looked at Netflix stock performance, fall market updates, and when could be the best time to buy during a pullback.Special guest Damon Frost, CEO of Bevel, joined us to talk about Bevel's Invest Fest sponsorship and the evolving climate of men's grooming. This episode is packed with insights you don't want to miss.2026 Tickets to Invest Fest (50% off!): https://investfest.com#MarketMondays #EarnYourLeisure #InvestFest #Tesla #Bitcoin #Stocks #Oracle #Apple #Netflix #ASML #Bevel #Investing #FinancialFreedom #RecessionOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
In this episode of Bitcoin For Corporations, host Pierre Rochard sits down with Christian Lopez (Cohen & Company) to explore the future of Bitcoin treasuries. Lopez explains why not holding Bitcoin is becoming “irresponsible” for corporate treasurers, how inflation erodes fiat reserves, and why MicroStrategy's strategy has reshaped the playbook.00:00 - Introduction and Christian Lopez Background03:49 - Corporate and Institutional Bitcoin Adoption Landscape08:07 - Challenges and Future of Bitcoin Corporate Adoption10:40 - Different Corporate Strategies for Bitcoin Treasury Management15:09 - Debate on Corporate Bitcoin Holdings vs. Returning Cash to Investors18:41 - Capital Structure Tools Used by Bitcoin Treasury Companies22:33 - PIPE Transactions and Convertible Notes Explained28:23 - Managing Investor Relations and MNAV in Bitcoin Treasury Companies30:07 - Impact of Financial Products on Bitcoin Market Volatility32:17 - Factors Influencing MNAV and Market Correlations35:44 - Bitcoin's Four-Year Cycle and Capital Flow Dynamics38:28 - Competition and Overlap Between Bitcoin and AI/HPC Capital40:46 - Macro Economic Factors Affecting Bitcoin and Inflation42:55 - Potential Inclusion of Bitcoin Treasury Companies in the S&P 50046:06 - Long-Term Outlook on Bitcoin Adoption and Wealth Transfer48:26 - Concerns About Capital Allocation and Leverage in Bitcoin Treasuries50:04 - Institutional Custody Standards and Providers for Bitcoin Treasuries51:49 - Asset Management Strategies: Cold Storage vs. Yield Generation53:19 - Final Questions on Market Valuation and Bitcoin's Macro Impact56:47 - Bitcoin's Impact on Real Estate, Technology Investing, and Debt Markets57:42 - International Bitcoin Treasury Opportunities and Market Arbitrage60:20 - Closing Remarks and Appreciation
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: