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In this episode of Mining Stock Education, host Brian Leni interviews Brian Dalton, CEO of Altius Minerals, to discuss the current state of the mining royalty sector. They delve into various topics including the competitive edge among royalty companies, contrarian opportunities in the market, and Altius's recent acquisition of Lithium Royalty Corp. Dalton shares his perspective on the importance of royalty and streaming financing, the impact of new entrants like Tether in the market, and how geopolitical factors and deglobalization are shaping the sector. He also discusses the challenges and opportunities in asset selection, the implications of market overshoots, and the future of the mining industry. Listeners will gain valuable insights on how to think like a CEO of a royalty company and make informed investment decisions. 00:00 Introduction 00:30 Current State of the Mining Royalty Sector 01:12 Consolidation and New Entrants in the Royalty Space 01:39 The Role of Royalties in Mining Financing 04:27 Tether's Entry into the Royalty Space 07:42 Investor Perspectives and Market Dynamics 22:08 Contrarian Opportunities in the Mining Sector 28:08 The Commitment of a Royalty Investor 28:53 Investor vs. Businessman: Key Differences 29:28 The Importance of Market Valuation 30:13 Navigating Emotions in Investment 30:52 Discussing the Lithium Royalty Corp Acquisition 31:46 Lithium Market Dynamics and Growth 40:16 The Role of Geopolitics in Resource Investment 44:17 Balancing Cash and Shares in Deals 46:34 Ranking Opportunities in the Metals Market 51:24 Altius's Market Presence and Future Plans Altius Minerals: https://altiusminerals.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This interview was NOT sponsored. Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
This week we're looking at a set of stories that all circle the same uncomfortable question: who really has the power in crypto right now?
If the stories are to be believed, and the first casualty of war is truth and all that, Venezuelan President Nicolas Maduro sent some 3.6 million ounces of gold - $16 billion in today's money - to Switzerland before 2017, when the EU brought sanctions against Venezuela.Switzerland last week froze his accounts and the accounts of some 36 others with close ties. We don't know how much money he had in them, or how many accounts there were, but the figure doing the rounds is $10 billion.It has also emerged that Tether has been freezing “wallets identified as being involved in the Venezuelan oil trade.” As much as 80% of Petroleos de Venezuela's oil revenue is believed to be transacted in tether. This could be a total figure in the billions too.We also know that Venezuela was mining bitcoin for many years - when the price was a lot lower - but we don't know what they did with the coins. Did they fall into Maduro's hands? Were they sold? Were they held?The number doing the rounds here that it owns 600,000 BTC (~$60 billion). That would put Venezuela up there with Michael Saylor and Strategy. It's three times the 198,000 coins the US government itself is said to own.There's a seed phrase I'd like to know. Where are the keys, I wonder?And where did the proceeds of Venezuela's enormous oil, gold and other natural resource exports end up, exactly? Only some of them we know. At this point we remind you that the Venezuelan currency itself - the bolivar - collapsed in hyperinflation and has little to no value. Beware national currencies, particularly under socialist regimes. They don't last.There are several things I take away from all of this.First, the US dollar - whether via SWIFT or stablecoin - remains the number one international currency of choice, even for America's enemies.Second, tether and other US dollar stablecoins might be convenient - you don't have to use banks - but Tether will do what the US government tells it to do, and if the government wants your assets frozen, Tether will freeze them.Stablecoins, then, have a central point of failure. If someone can freeze them, they are not sovereign. And just as the US froze Russian US dollar assets after its invasion of Ukraine, so can and will it freeze the stablecoin assets of its enemies too.What did that 2022 freezing of Russian assets trigger? The mother of all bull markets in gold, and then silver and miners.What will this freezing trigger? A bull market in bitcoin. Possibly. Likely.It's already creeping back up.While the US does its geo-political, strategic, critical minerals thing, quaint old Western Europe is sinking deeper into higher taxes and - I'm sure they're coming eventually - capital controls. In fact, capital controls already exist in effect, banks are so heavily regulated and limiting of what you can send and to whom.The value of permissionless, international money just went up.You need to own money that they can't touch, whether by seizure or debasement.Meanwhile …Gold and silver continue to go bananas - the latter especially.So many roads lead to gold at the moment, it's hard to see when this stops.The inevitable debasement of national currencies off the back of uncontrollable government spending. Gold. Dedollarisation. Gold. Increasing geo-political uncertainty - Iran, Venezuela. Gold. Reshoring of US industry - highly inflationary. Gold. Revaluation of US gold holdings. Gold. Looming crisis from Japan as yields spike. Gold. China's ambitions for its currency and trade. Gold. Triffin's dilemma. Gold. AI putting everyone out of work leading to more money printing. Gold. Declining competence of and as a result faith in institutions worldwide. Gold.The dollar has now fallen to a 40% share of global central bank reserves, while gold is now at 30% on the back of its higher price and central bank accumulation. (Note currency and reserves are not the same).We are in a major capital rotational event the like of which occurs only every few decades.Typical portfolios are still underweight gold.If you live in a Third World Country such as the UK, I urge you to own gold or silver. The pound is going to be further devalued. The bullion dealer I recommend is The Pure Gold Company. Pricing is competitive, quality of service is high. They deliver to the UK, US, Canada and Europe or you can store your gold with them. More here.Own bothAs regular readers will know, I advocate owning both bitcoin and gold. The two assets have many similarities in that they are non-government, independent money. But the fundamental difference is that one is physical and one is digital.Both have their uses, and I have little patience with this notion that one must choose one or the other.In that regard, as with many others, my worldview is aligned with that of Charlie Morris (whose newsletters I urge you to subscribe to. There are lots of free options, including Atlas Pulse, which I love). Remember many years ago Charlie was calling for $7,000 gold by the end of this decade and many thought he was dotty. His call is looking perfectly sensible now, which it was - and which he is. Charlie previously managed a multi-billion-dollar fund for HSBC, before going solo. Aside from his newsletter, one his main endeavours has been BOLD, and he has been trying to get it listed for years. But the UK's Financial Conduct Authority is retarded.BOLD is a fund you can buy through a broker which is 75% gold and 25% bitcoin - all properly audited and backed, of course, with institutional-grade custody.Over the past five years, BOLD has returned 186%, while bitcoin has returned 202%, gold 128%, and equities 77%. The average return of bitcoin and gold together was 165%, yet BOLD was 21% ahead. This is because every month Charlie rebalances the portfolio, effectively buying more of whichever is the weaker asset to retain that 75:25 ratio. This act of rebalancing both strips out the volatility and increases the gains.Since Charlie first conceived of it in 2017, over pretty much any timeframe, BOLD (in blue) has beaten everything.Since its listing in Europe in 2022 BOLD has returned 123% since launch (in GBP to end 2025 including fees) compared to 111% for bitcoin and 113% for gold.It would have been nice to have been able to enjoy these gains in the UK. Thank goodness the FCA has protected us from them.Not for much longer.I was delighted to be at the London Stock Exchange yesterday to see the listing of this product which delivers “bitcoin-like returns with the lesser volatility of gold.”Congratulations, Charlie, for finally getting this listed. I wish you every success.Now we can actually invest.Obviously, if gold AND bitcoin both turn down, BOLD will suffer. But this is a classic buy-and-forget product, perfect for the Dolce Far Niente portfolio. You can own it in your pension, your ISA and it should become a mainstay of any portfolio.The 21Shares Bitcoin Gold ETP, BOLD, has the ticker LSE:BOLD.I am a buyer.PS some brokers such as AJ Bellend have only made this product available to pro investors. The broker I use is Interactive Investor, who are pretty good about getting these kinds of things live. If you open an account via this link you get a year's free. I am just on the phone to them now to get this listed.Disclaimer:The Flying Frisby is not regulated by the Financial Conduct Authority (FCA) or any other regulatory body as a financial advisor. Therefore, any information provided in this newsletter does not constitute regulated financial advice. It is solely an expression of opinion. Please conduct your own due diligence and consult with a financial advisor, if you have any doubts. Remember, markets can both rise and fall, especially in the case of small and mid-cap stocks. I am not aware of your individual financial circumstances, so only invest money that you can afford to lose. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe
As a follow up from our previous discussion with Irish from Almost Covert, in this week's episode I sit down with the "other half" of the founders of A/C, the man called Bully. With a conventional background, one outside of military and law enforcement, this isn't exactly the kind of individual you would expect to find coordinating counter trafficking operations and devoting his life to helping save children. Our conversation started with personal fitness, training on and off the range, mindset, and accountability, and ended diving into the work that Tether Group is doing overseas in South Africa. This was truly a fantastic discussion on some of the absolute most horrific, yet real, topics in our world. I'm appreciative of the time away from this work, to be able to share the story of what Tether was formed for, as well as the insight into just how bad this issue is across the world. I urge you to give this episode a listen, and consider what you can do, to aid in the fight.Visit our sponsors!Our Patreon - www.patreon.com/prepared_mindset_podCustom Night Vision - www.customnightvision.com
Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.00:30 - Morgan Stanley's Bitcoin ETF Filing12:30 - Rumble and Tether's Crypto Wallet Launch18:07 - Walmart's One Pay Bitcoin Integration29:49 - Early Riders Team Updates31:58 - The White Paper: A Manifesto For All Future Capital Allocation34:26 - Building Bridges: Traditional Finance Meets Bitcoin36:47 - The Bitcoin Standard: A New Era of Capital Formation38:46 - Debasement and the Search for Sound Money43:30 - The Future of Venture Capital: Aligning Incentives47:03 - AI and the New Age of Entrepreneurship55:24 - Onramp for Everyone: Expanding Access to BitcoinIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Links discussed:https://bitcoin.docsend.com/view/aan9dw6fkd2z746ehttps://www.bloomberg.com/news/articles/2026-01-09/walmart-backed-super-app-onepay-hits-4-billion-valuation?embedded-checkout=truehttps://www.msn.com/en-us/money/savingandinvesting/morgan-stanley-is-betting-big-on-digital-assets-workplace-services-and-private-markets-how-they-tie-together/ar-AA1TP8N5https://x.com/sytaylor/status/2009236033603244517?s=20https://www.bloomberg.com/news/articles/2026-01-12/stanchart-said-to-prepare-crypto-expansion-with-prime-brokerage?embedded-checkout=truehttps://x.com/faryarshirzad/status/2008898606317687058?s=20https://x.com/aakashgupta/status/2007666720656511233https://decrypt.co/353693/morgan-stanley-registers-bitcoin-solana-funds-sechttps://corp.rumble.com/blog/rumble-and-tether-launch-crypto-wallet-for-creator-economy/Keep up with Michael:https://x.com/MTangumahttps://www.linkedin.com/in/mtanguma/Keep up with Brian:https://x.com/BackslashBTChttps://www.linkedin.com/in/brian-cubellis-00b1a660/Keep up with Liam:https://x.com/Lnelson_21https://www.linkedin.com/in/liam-nelson1/
In this episode, Ray Machen-Grey from Echo Church delves into the profound concept of the Trinity, emphasizing its significance in understanding and engaging with God. He explores the distinct roles of the Father, Son, and Holy Spirit, highlighting their unity and eternal love. Ray discusses the importance of recognizing the Holy Spirit's active presence in believers' lives, urging the church to embrace this divine relationship fully. Through scriptural references and personal reflections, he encourages listeners to deepen their spiritual journey, seek renewal, and experience the transformative power of God's love.
Venezuela, Maduro's abduction, CIA, the CIA's penetration of Maduro's inner circle, Enrique “Rick” de la Torre, Tower Strategy LLC., Bitdeer, Atlantic Council, cryptocurrency, Tether, James B. Story, why it will be difficult to get oil companies to invest in Venezuela, regime tweak vs regime change, Trump's attempt to avoid democracy building, neo-liberal vs MAGA perspective on what to do with Venezuela, Gabriel Jimenez, Petro, Tareck El Aissami, Ileana Ros-Lehtinen, Jimenez's time as an intern for Ros-Lehtinen, Ros-Lehtinen's CIA links, alleged "Russian" involvement in Petro, did the US/Trump initially sponsor Petro?, the dramatic change in US-Venezuela relations after 2018 after Jimenez's ouster from Petro, Reserve Right, Reserve's use in Venezuela, "Reserve Rangers," Jimenez's role in Reserve, Leverage Research, Peter Thiel, Leverage's links to Reserve, Leverage as a cult/behavior modification operation, Zizians, Rationalist movement, San Francisco, the similarities between the Reserve Rangers and the Bay area Rationalist movement, were the Reserve Rangers CIA assets?, the resurgence of the CIA, Trump's foreign policy dominated by CIA, Marco "Narco" Rubio, grid war, Venezuela as part of global grid war the US is waging, ICE/DHS shootings, 2026 midterms, why the Trump administration needs a pretext for marital law, how grid war could lead to marital law domesticallyResourcesJack Poulson's Report of Tower Strategy LLCThe Atlantic Council's Recommendations on Tether re VenezuelaGabriel Jimenez's LinkedinThe NYT's Jimenez puff pieceHow Jimenez was depicted circa 2018Jimenez's Stonks Go Moon interviewRest of World's Reserve Right puff pieceOn Reserve's ban in VenezuelaMusic by: Keith Allen Dennishttps://keithallendennis.bandcamp.com/ Hosted on Acast. See acast.com/privacy for more information.
CATCH OUR PREMIUM CONTENT EXCLUSIVELY AT RUMBLE.COM/MGSHOW ! Patriots, fire it up—Jeff and Shannon unleash a powerhouse session in **Season 8, Episode 005: “Rumble Wallet Launch & Illuminati Bloodlines Deep Dive”**, celebrating the brand-new Rumble Wallet rollout (dropped January 7, 2026, with Tether for seamless, non-custodial tipping in USDT, Bitcoin, and Tether Gold—direct creator support, no banks, pure freedom tech). Hour One blasts through this game-changer for America-First platforms, current events heat like ICE ops and Trump's Venezuela precision and sets the stage for the real red-pill intel. Then, exclusive Rumble Premium in Hour Two only, the duo drops documented deep analysis on Fritz Springmeier's "Bloodlines of the Illuminati" (hosted on the CIA site from historical archives), tracing elite family networks like the Astors' Masonic rises, spotlighting "Trust the Plan" rhetoric amid these revelations, in-depth breakdowns of control structures as "our prison," signals tied to figures like McChrystal on trans issues, and shadowy organization dynamics like MNICE watch lists—questioning mainstream spin with verifiable facts over fiction. These relentless truth-seekers cut the noise, reject black-pill defeatism, and equip you to fight back. The truth is learned, never told. The constitution is your weapon—tune in at noon-0-five Eastern LIVE to stand with Trump! Rumble Wallet, Tether launch, Illuminati bloodlines, Fritz Springmeier, Astor family, Trust the Plan, elite networks, CIA book, America First, MG Show, @intheMatrixxx, @shadygrooove, Rumble Premium exclusive, deep state exposed, constitutional power mgshow_s8e005_rumble_wallet_illuminati_bloodlines Optimized the title for SEO and brevity (under 100 chars: "Rumble Wallet Launch & Illuminati Bloodlines Deep Dive" clocks in at 58 characters)—perfect for YouTube limits while capturing the core hooks: hot new Rumble feature + exclusive bloodlines doc dive. Keeps the hour split clear, with Hour 2 flagged as Premium-only. Next steps: Drop the next episode title (likely S8E006 for tomorrow), confirm if you'd like a “Where to Watch & Listen” section (Rumble main/Premium, YouTube, X, Red State Talk Radio), any sponsor plugs, or further tweaks. The truth train keeps rolling—let's expose more!
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. It's a new year, and that means the crew is back with their annual year-end awards and predictions episode. First up: the 2025 winners and losers. From Trump's meme-coin windfall to Gary Gensler's legacy getting torched, from prediction markets going mainstream to Web3 getting its official eulogy — no one is safe. The team debates the biggest surprises (Circle's shocking IPO run, Ethereum's pivot under new leadership, Zcash's unlikely comeback), the best new mechanisms (ICO 2.0, DATs, federal preemption), and the year's best memes (including the Chopping Block's own tariff factory video). Then comes the flops and comebacks: AI agents that overpromised, Berachain's fall from grace, and Tether somehow winning again. Finally, the crew reviews how badly their 2025 predictions aged — spoiler: not great — and lays out fresh calls for 2026 including AI-powered hacks, stable-coin-funded AI capex, and equity perps taking over DeFi. New year, fresh takes, brutal honesty — let's get into it. Show highlights
Crypto News: The banking lobby continues to fight against stablecoin yield and there is big movement in DC around the crypto market structure bill. Trump-backed World Liberty Financial seeks US bank charter to bring USD1 stablecoin fully onshore. Wyoming issues first state-backed stablecoin on Solana.Brought to you by
Dave Collum is a Professor of Chemistry at Cornell University. In this conversation, we discuss asset prices in 2025, the economy, and the impact of monetary policy on markets. Dave explains why he believes the stock market is overvalued, why he's concerned about risk assets, and why he's uneasy about gold's strong performance despite being a major holder. We also touch on his annual letter, inflation, investing outlooks, U.S. politics, geopolitics, and why independent thinking matters heading into 2026.=======================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.=======================As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public's products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.=======================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://uphold.sjv.io/K0RXra. This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.=======================Timestamps:0:00 - Intro 1:31 — 2025 asset performance & Dave's big picture market view5:56 — Debate: productivity/AI & “new era” valuations11:33 — AI: the tech may be real, but the investment setup may be bad?20:07 — Dave's portfolio positioning & Gold vs Bitcoin28:08 — Tether: transparency vs risks32:40 — Evaluating Strategy leverage & premiums35:25 — “Rough seas ahead” & why valuation is the core risk46:17 — U.S. economic policy, tariffs, DOGE, government “fraud”1:13:30 — Housing affordability: why building “luxury” can lower overall rents1:18:48 — AI + education: personalized tutors vs losing the ability to think1:22:42 — Tucker Carlson experience & media backlash1:35:08 — Where to find Dave's annual letter & closing thoughts
Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.00:00 - Welcome Back and Market Overview02:47 - Inflation and Asset Trends05:44 - Regulatory Changes and Institutional Adoption08:53 - Security Risks and Custody Solutions11:52 - Market Sentiment and Long-Term Thinking14:57 - The Role of AI and Future Predictions33:15 - Navigating the Content Proliferation Challenge35:59 - The Future of Value in Digital Content40:19 - Stablecoins vs. Bitcoin: The Future of Transactions42:10 - Tether's Strategic Positioning in Global Markets48:43 - The Shift of Talent and Capital to Favorable Jurisdictions56:17 - Understanding the Economic Landscape and Future OpportunitiesIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Links discussed:https://x.com/exec_sum/status/2005751198725640395?s=20https://x.com/bearlyai/status/2006474217206985085?s=20https://x.com/paoloardoino/status/2002414704753586398?s=20Keep up with Michael:https://x.com/MTangumahttps://www.linkedin.com/in/mtanguma/Keep up with Brian:https://x.com/BackslashBTChttps://www.linkedin.com/in/brian-cubellis-00b1a660/Keep up with Liam:https://x.com/Lnelson_21https://www.linkedin.com/in/liam-nelson1/
Crypto News: Bitcoin RSI demands breakout as exec says 'RIP' to 4-year BTC price cycle. Tether's Bo Hines says Anyone bearish on Bitcoin heading into 2026 is foolish. Turkmenistan officially legalizes crypto mining and exchanges.Brought to you by ✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/
In deze tweede terugblikaflevering kijken we terug op 2025 door de bril van infrastructuur, institutionele macht en de markt. Een belangrijk vertrekpunt daarbij zijn stablecoins. De hoeveelheid geld die bij uitgevers als Tether staat geparkeerd, groeide het afgelopen jaar verder door. Die toename kwam vooral door bredere inzet van stablecoins als handelsmiddel, als schakel tussen crypto en traditionele markten en als alternatief voor dollars in delen van de wereld waar toegang tot het financiële systeem beperkt is. Dat roept vragen op over de rol van die uitgevers. Grote sommen geld staan feitelijk buiten het bancaire systeem, terwijl ze wel een steeds belangrijkere functie vervullen binnen datzelfde systeem. Ook tokenisatie stond dit jaar nadrukkelijker op de agenda. Jarenlang bleef het vooral bij beloftes, maar in 2025 kwamen concrete toepassingen op gang. Banken en financiële instellingen experimenteerden met onchain money markets, fondsen en andere producten. Bedrijven als Robinhood brachten zelfs aandelen naar de blockchain. De vraag is waar in dit model uiteindelijk de waarde terechtkomt: bij de blockchain zelf, bij de uitgever van het product of bij de partij die bestaande financiële instrumenten ‘onchain’ brengt. Dat bepaalt ook voor wie deze ontwikkeling het meest gunstig uitpakt. Een opvallende toepassing dit jaar was Polymarket, een platform voor voorspellingen dat liet zien hoe blockchains kunnen worden ingezet voor markten rond informatie en verwachtingen. Tegelijkertijd werd ook in Nederland geëxperimenteerd. ING werkte aan plannen voor een euro-stablecoin en Rabobank bood een Bitcoin ETP aan. Dat wijst op serieuze interesse, maar ook hier blijft de vraag of dit fundamenteel nieuwe toepassingen zijn of vooral varianten op bestaande producten. Richting 2026 lijkt verdere adoptie waarschijnlijk, maar het debat draait steeds meer om de toegevoegde waarde en de vraag of crypto wordt geïntegreerd of juist opgeslokt door de traditionele financiële wereld. Institutionele adoptie speelde daarbij een grote rol. In de VS gingen vrijwel alle grote partijen aan de slag met crypto, variërend van banken tot vermogensbeheerders. De drijfveer lijkt een mix van overtuiging en angst om achter te blijven. Fed-voorzitter Jerome Powell noemde bitcoin dit jaar ‘digital gold’, een uitspraak die veel zegt over hoe de munt inmiddels wordt gezien. Ook overheden roerden zich. De staat Texas begon met het aanleggen van een strategische bitcoinreserve. Dat is iets anders dan bedrijven die bitcoin op de balans zetten, zoals Strategy. Dat laatste bleek geen onverdeeld succes. Het aantal bedrijven met een bitcoinreserve groeide snel, maar sommigen kwamen al in de problemen. Tot slot de markt. Eind 2024 werden scenario’s geschetst waarin bitcoin eind 2025 op 150.000 dollar zou kunnen staan, maar zelfs dat niveau werd niet gehaald. De markt overschatte bepaalde verhalen, terwijl eerdere euforie de prijs tijdelijk opstuwde. In het najaar kantelde het sentiment en bleek de markt minder stabiel dan gehoopt. Dat roept de vraag op hoe volwassen crypto werkelijk is. Vooruitkijkend spelen macro-economische ontwikkelingen, de rol van ETF’s en bredere financiële trends een bepalende rol voor 2026. Co-hosts zijn Bert Slagter en Mauro Halve. Gasten Bert Slagter Mauro Halve Links Host Daniël Mol Redactie Daniël Mol Matthijs DamsteegSee omnystudio.com/listener for privacy information.
The Last Trade: Matt Odell on the 2025 postmortem: why BTC lagged gold, how DATs wrecked sentiment, what the quantum debate gets wrong, and what changes when institutions take the wheel.---
Blue Owl is back, the beleaguered alternative fund manager making news this time by refusing to partner back up with beleaguered former AI bubble star Oracle. This is big, especially since before now Blue Owl and Oracle worked together on seemingly everything. We've even got Tether's CEO feeling the winds shift, admitting how Bitcoin's struggles, for example, are a reflection of both the credit cycle and bursting AI anxiety. Eurodollar University's conversation w/Steve Van Metre------------------------------------------------------------EDU LIVE PRESIDENT'S DAY FEBRUARY 2026If you're a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To reserve your spot just go here but you better hurry, there aren't many spots left:https://eurodollar-university.com/event-home-page---------------------------------------------------------------------------------EDU's Webinar Series REPLAYThere is a ton of smoke coming out from the credit markets right now. But is there fire? For the next hour and a half, join us in examining the issue from all the relevant angles and perspectives. Just how big is the "garbage pool"? What is the driving force behind the credit cycle? How can we tell if it is turning, or maybe has turned? The most important funding system in the world is flashing warning signals, and almost no one is paying attention. Replay the full webinar at the link below:https://event.webinarjam.com/m9wym/go/replay/1ym21cpxh8zfw3f4---------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
Stijn Schmitz welcomes Lobo Tiggre to the show. Lobo Tiggre is Author and Founder of the Independent Speculator Founder and CEO of Louis James LLC. The conversation explores the current state of precious metals and broader commodity markets, with Tiggre offering a nuanced perspective on the ongoing bull market. While gold has reached impressive heights, hitting over $4,000 and silver surpassing $66, Tiggre believes the market is not yet at its peak. He anticipates a potential consolidation period similar to previous market cycles, which could provide opportunities for investors who missed earlier entry points. Tiggre highlights significant macroeconomic factors driving precious metals, including widespread inflationary pressures, central bank gold buying, and a potential reallocation of investment portfolios towards gold. He notes interesting developments like Tether’s substantial gold purchases, which exceed those of many central banks, and increasing institutional interest in gold as a hedge. Regarding other commodities, Tiggre is particularly bullish on copper, citing constrained supply and growing demand from various sectors including technology and population growth. He remains cautious about oil, lithium, and nickel, waiting for more compelling value propositions. On the potential for a market rotation into precious metals during an economic downturn, Tiggre believes such a scenario is possible but warns that sudden market crashes could temporarily impact even safe-haven assets. He advocates for maintaining liquidity to capitalize on potential market overreactions, emphasizing the importance of being prepared to invest when opportunities arise. Tiggre’s investment philosophy centers on seeking conservative, value-driven opportunities rather than chasing momentum. He suggests investors should be patient, avoid FOMO, and be ready to act when market conditions create genuine value propositions. His overall outlook remains constructive on precious metals, with an expectation of continued long-term growth driven by fundamental economic shifts. Timestamps: 00:00:00 – Introduction 00:01:04 – Precious Metals Bull Outlook 00:03:13 – Inflationary Macro Pressures 00:06:32 – Central Bank Gold Buying 00:08:47 – Retail ETF Flows 00:09:46 – Tokenized Gold Demand 00:15:28 – Silver Physical Crunch 00:19:53 – Mining Stocks Value 00:29:38 – Base Metals Opportunities 00:35:51 – Oil Market Analysis 00:40:15 – Nickel Supply Challenges 00:42:55 – Recession Fears Discussion 00:47:16 – Capital Rotation to Metals 00:51:31 – Concluding Thoughts Guest Links: Website: https://independentspeculator.com X: https://x.com/duediligenceguy Facebook: https://www.facebook.com/louis.james.965580/ LinkedIn: https://www.linkedin.com/in/lobotiggre/ Lobo Tiggre, aka Louis James, is the founder and CEO of Louis James LLC, and the principal analyst and editor of IndependentSpeculator.com. He researched and recommended speculative opportunities in Casey Research publications from 2004 to 2018, writing under the name “Louis James.” While with Casey Research, he learned the ins and outs of resource speculation from the legendary speculator Doug Casey. Although frequently mistaken for one, Mr. Tiggre is not a professional geologist. However, his long tutelage under world-class geologists, writers, and investors resulted in an exceptional track record. A fully transparent, documented, and verifiable track record is a central feature of the IndependentSpeculator. Mr. Tiggre will put his own money into the speculations he writes about, so his readers will always know he has “skin in the game” with them.
标准普尔下调评级、Arthur Hayes的公开质疑,让「泰达会不会暴雷」这一老问题在 2025 年年底重新成为市场焦点。 本期节目,我们再次与老朋友杨民道和郑迪,从公司结构、非合规资产的真实风险,以及天才法案下的稳定币赛道等方面对近期围绕泰达的FUD进行了系统拆解。 【主播】 刘锋,BODL Ventures合伙人,前链闻总编辑 熊浩珺Jack,律动BlockBeats副主编,《Web3无名说》主播 【嘉宾】 杨民道,DForce创始人 郑迪,前沿科技投资人(知识星球:22136749) 【你将听到】 泰达会暴雷吗? 02:36 标普下调评级与Arthur Hayes的核心质疑是什么 05:34 「假设比特币和黄金同时下跌30%,现实吗?」 11:38 若合并集团视角,USDT的真实准备金率是多少 15:03 「三年宽限期」与泰达的合规倒计时 16:15 泰达融资150–200亿美元的真实动机 稳定币、黄金上链与下一轮叙事 22:50 黄金代币与伦敦黄金市场的结构性缺陷 26:46 合规稳定币对泰达而言是不是「鸡肋」? 27:13 银行业游说集团与天才法案的潜在修订风险 31:03 存款代币、货币基金上链的真实竞争 合规压力与长期格局 35:40 在稳定币热度退潮下,泰达还能否完成融资 36:20 5000 亿美元估值,站得住脚吗 37:59 黄金代币,会不会冲击比特币的“数字黄金”叙事 【词汇表】 本期提到的 Web3 / 金融词汇: USDT / Tether USDC / Circle 天才法案(GENIUS Act) 黄金代币(XAUT、PAXG) 链上货币基金(BUIDL、JPMD) 【后期】 AMEI 【运营】 朱婕 【BGM】 Mumbai - Ooyy 【在这里找到我们】 收听渠道:苹果|小宇宙 海外用户:Apple Podcast|Spotify|Google Podcast|Amazon Music 联系我们:podcast@sv101.net Special Guests: 杨民道 and 郑迪.
Erectile dysfunction has long been treated with guesswork and one-size-fits-all solutions. But new technology is changing that by making erections measurable. In this episode, we explore the FirmTech TechRing, a wearable that tracks erection data during sleep and sex, and what insights from over 136,000 erections reveal about erectile fitness, overall health, and the future of data-driven sexual medicine. I am joined once again by Dr. Elliot Justin, the CEO and founder of FirmTech, a sextech company focused on keeping men fit and firm for a lifetime of lovemaking. He is an Emergency Medicine specialist and health care technology consultant who has spent 25 years practicing emergency medicine and directing ERs. Some of the specific topics we explore in this episode include: How is the TechRing different from a traditional penis ring? What can real-time erection data tell men about their health? How does using an erection ring compare to taking an ED medication? How can an erection ring make sex better? Check out FirmTech’s website to learn more and use code JUSTIN15 for 15% off your purchase. Got a sex question? Send me a podcast voicemail to have it answered on a future episode at speakpipe.com/sexandpsychology. *** Thank you to our sponsors! Thread & Tether is a therapy practice dedicated to helping couples rebuild trust, strengthen intimacy, and heal after betrayal. Led by AASECT-certified sex therapist Jason Powell, the practice offers virtual sessions in multiple states and in-person intensives in Boston and Manhattan. Visit threadandtether.com to learn more. *** Want to learn more about Sex and Psychology? Click here for previous articles or follow the blog on Facebook, Twitter, or Bluesky to receive updates. You can also follow Dr. Lehmiller on YouTube and Instagram. Listen and stream all episodes on Apple, Spotify, or Amazon. Subscribe to automatically receive new episodes and please rate and review the podcast! Credits: Precision Podcasting (Podcast editing) and Shutterstock/Florian (Music). Image created with Canva; photos used with permission of guest.
The Information's CEO Jessica Lessin speaks with TITV Host Akash Pasricha about her 2026 predictions including major tech layoffs and the momentum of Google Gemini. We also talk with AI reporter Stephanie Palazzolo about Amazon's need to acquire an AI lab, Deputy Bureau Chief Katie Roof about a record-setting H2 for IPOs led by SpaceX, and Crypto reporter Yueqi Yang about Tether laying the groundwork for a public offering. Finally, we discuss the future of agentic commerce with PwC's Dallas Dolen and wrap with Co-Executive Editor Martin Peers on why ByteDance is the real winner of the TikTok battle.Articles discussed on this episode: https://www.theinformation.com/briefings/bytedance-signs-deal-create-u-s-tiktok-venturehttps://www.theinformation.com/articles/googles-ai-weakness-turned-strengthTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
Congress has officially kicked the crypto market structure bill into 2026, a move that surprises no one but still carries real risk as negotiations drag into an election year shaped by shutdown fights, midterms, and deep partisan disagreements over ethics, DeFi compliance, and stablecoin yields. Despite the delay, momentum hasn't fully died, with ongoing talks, a draft still to come, and the possibility that industry lobbying dynamics could shift the calculus next year. Meanwhile, regulators aren't waiting: the FDIC is moving quickly on rules that would allow banks to issue stablecoins under a clear framework, Tether is backing a bid to bring USDT to the Lightning Network, and tensions inside DeFi are boiling over as DAO token holders confront the limits of governance and ownership in a world where TradFi is arriving on-chain. 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
Fred Bell, COO of Elemental Royalty, discusses the transformative year for the company, highlighting significant developments such as a merger with EMX Royalty, new shareholder Tether, and strategic acquisitions. He emphasizes the company's strong market position, exploration strategies, and future growth potential, while addressing valuation insights and the competitive landscape in the royalty sector.
Grant and Roger wrap the year. Festive cheer giving way to grim reality checks on sport's grift economy. Goals celebrate Lindsey Vonn, Max Verstappen, Rory McIlroy, Thierry Henry, and Kate Abdo; Own Goals hammer FIFA, Messi, Tether's Juventus bid, and WNBA absurdities. It all peaks in a candid clash over Roger's tough-love Confessional with Eddie Pepperell. Classic GOG: witty, worried, waving goodbye to 2025's madness. Brought to you by PEDL Labs
Nel season finale del BIPSHOW parliamo di euro digitale e dei tanti nuovi dettagli trapelati direttamente dalla Banca Centrale Europea.Inoltre: Trump sta pensando di graziare i dev di Samourai Wallet, indirizzi bitcoin leggibili grazie al BIP353, arriva la shitcoin di JP Morgan, Tether confisca wallet su mandato dell'esercito israeliano, e cosa succederebbe a bitcoin in caso di blackout perenne.It's showtime!
Crypto News: Visa launches USDC settlement for US banks on Solana blockchain. US banks could soon issue stablecoins under FDIC plan to implement GENIUS Act. Marshall Islands launches world's first blockchain-based UBI on Stellar blockchain.Brought to you by
In this episode of Tank Talks, Matt Cohen and John Ruffolo break down a pivotal week for Canada's innovation economy. Microsoft's $7.5 billion investment in Canadian AI and cloud infrastructure sets the stage for a deeper discussion about whether foreign hyperscalers can genuinely support Canadian data and AI sovereignty under U.S. laws like the Cloud Act.John challenges the assumption that scale equals sovereignty, arguing for a more intentional strategy built through government procurement, layered infrastructure, and selective partnerships. The episode also examines Canada's new Quantum Champions program and the funding directed toward companies Anyon Systems, Xanadu, Photonic, and Nord Quantique, questioning whether current capital levels are enough to prevent Canadian breakthroughs from moving south.Layoffs across the consulting industry surface broader shifts in knowledge work, as information becomes increasingly commoditized in the age of AI. Matt and John discuss how trust, execution, and implementation are replacing traditional advisory models as the real sources of value. The episode closes with a collision of crypto and legacy power, as stablecoin issuer Tether pursues a controlling stake in Juventus, raising new questions about regulation, asset backing, and trust.As foreign capital pours in and domestic funding lags, how much control does Canada actually retain?Microsoft's $7.5B Canadian AI Investment & the Sovereignty Question (01:04)Microsoft announces a massive investment to expand AI and cloud infrastructure in Canada. Matt and John unpack why foreign capital is welcome, but claims of “sovereign AI” raise serious concerns under the U.S. Cloud Act and data jurisdiction realities.Sovereign Compute Strategy: Procurement Over Promises (04:39)John outlines how Canada could realistically build sovereign compute capacity by breaking the stack into layers, using government procurement to back domestic players, and making intentional choices about allies, chips, and infrastructure.Canada's Quantum Champions Program: A Signal or a Solution? (07:49)The federal government commits funding to four Canadian quantum startups, including Xanadu. The discussion explores whether milestone-based funding is enough or if Canada risks losing its quantum leaders to U.S. capital markets again.Why Canadian Capital Isn't Backing Its Winners (09:04)Xanadu's SPAC decision becomes a case study in Canada's capital formation problem. John explains why strong companies still struggle to raise meaningful domestic capital and what that means for long-term value creation.Consulting Firms Face Layoffs as Demand Shifts (11:36)McKinsey and other professional services firms prepare for significant job cuts. Matt and John discuss overhiring during COVID, slowing demand, and how AI is compressing the value of information-based consulting.The End of the Traditional Consulting Pyramid (14:07)AI-driven efficiency challenges the apprenticeship model. The conversation explores why implementation and trust now matter more than slide decks and why junior-heavy consulting structures may no longer work.Forward-Deployed Engineers & New Service Models (16:17)From Palantir's FDE approach to new AI-enabled services firms, Matt highlights how execution-first models are eroding traditional consulting margins and reshaping enterprise problem-solving.Crypto Meets European Dynasties: Tether & Juventus (19:00)Tether's attempted acquisition of Juventus sparks debate around stablecoin backing, asset quality, and trust. John questions whether a treasury-backed stablecoin should ever be tied to assets like football clubs.Trust as the Core Currency of the AI Era (21:03)The episode closes with a clear takeaway: information is cheap, execution is hard, and trust is everything, from sovereign infrastructure to consulting, investing, and crypto.Connect with John Ruffolo on LinkedIn: https://ca.linkedin.com/in/joruffoloConnect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com
My interview with Reeve Collins, Co-Founder and Chairman of STBL. - Why Reeve believes the current stablecoin model must evolve - How Stablecoin 2.0 addresses transparency and user yield - What splitting principal and yield means for compliance - The impact of the GENIUS Act on stablecoin innovation - How global regulations may create regional stablecoin models - Why AI could revolutionise how we interact with money - What Reeve learned from co-founding Tether over a decade ago - Why stablecoins might not stay boring for long Powered by Phoenix Group The full interview is also available on my YouTube channel: YouTube: https://bit.ly/44x416g
Join Alex Tapscott as he decodes the world of crypto with special guest Thomas Uhm, Chief Commercial Officer at the Jito Foundation and Advisor to Jito Labs. Listen in as they discuss what Abu Dhabi Finance Week and Solana Breakpoint reveal about institutional crypto sentiment, why ADGM is emerging as a serious hub for digital asset regulation and capital formation (with major players spanning BlackRock, Circle, Tether and more), how Solana's market structure is evolving through Jito's block-building, priority-fee "tips," and the upcoming BAM framework for application-controlled execution, what MEV is and how networks can reduce harmful forms of it while still securing validators, why Solana's performance under large DDoS pressure reinforces the "internet capital markets" thesis, and what 2026 could bring—from JitoSOL liquid-staking ETFs (and an options-driven structured products wave) to Breakpoint landing in London.
Today's episode breaks down a landmark moment for tokenization as the Depository Trust Company receives SEC approval to begin putting US public market securities on chain. The discussion covers what the no-action letter allows, why DTCC's role matters, how this could enable 24/7 settlement and programmable assets for stocks, ETFs, and Treasuries, and why this move represents the most credible path yet toward decentralized capital markets. The episode also examines parallel developments from Coinbase, JPMorgan, and Tether, and why tokenization may transform market structure even if it doesn't immediately boost crypto token prices. 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
Peter Schiff criticized CNBC for focusing on Bitcoin while overlooking substantial gains in gold and silver. At Binance Blockchain Week 2025, Binance founder CZ and Peter Schiff engaged in a fiery debate over the value and future of Bitcoin versus tokenized gold.~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/iTrustPaulGUEST: Peter Schiff. Founder of Schiff, Gold and Chief Economist and Global Strategist for Euro Pacific Asset ManagementSchiff's Tokeznied Gold ➜ https://bit.ly/SchiffTokenizedGold00:00 Intro00:10 Sponsor: iTrust Capital01:00 Won the debate with CZ?03:45 Peter Schiff was right?04:10 media only talks about crypto?06:40 Metals vs Crypto ETFs12:00 Tokenized Commodities market cap prediction?13:45 Is tokenized gold the future?15:00 Why not create a wallet (Schiff Card?)17:00 Gold bug psychology: will they ever trust tokenized gold?18:45 Is there a Silver cabal supply crisis hoax?21:50 Why isn't Schiff more bullish on Ethereum?23:30 Would you choose ETH for tokenized gold/silver?25:40 TradFi vs DeFi Gold?27:20 Should people trust their bank with their tokenized Gold?28:45 Outro#Gold #Crypto #Ethereum~Gold vs Tokenized Gold on Ethereum
The Fed's latest rate cut has markets questioning whether 2% inflation is officially dead, while the SEC's new ETF framework could unleash a wave of altcoin and meme-coin funds. JPMorgan launched a tokenized money-market fund on Ethereum, Tether unveiled a new U.S.-regulated stablecoin, and Coinbase's Base may issue its own token as its Google x402 partnership enables AI-powered payments. Ripple and other major crypto firms gained U.S. banking approval and analysts warn of a “Darwinian phase” for crypto treasury firms as stocks trade cautiously into year-end.
The Fed's latest rate cut has markets questioning whether 2% inflation is officially dead, while the SEC's new ETF framework could unleash a wave of altcoin and meme-coin funds. JPMorgan launched a tokenized money-market fund on Ethereum, Tether unveiled a new U.S.-regulated stablecoin, and Coinbase's Base may issue its own token as its Google x402 partnership enables AI-powered payments. Ripple and other major crypto firms gained U.S. banking approval and analysts warn of a “Darwinian phase” for crypto treasury firms as stocks trade cautiously into year-end.
From Serie A refereeing scandals, Lautaro Martinez shoots Inter Milan top of the league, Napoli outplayed by Udinese where Nicolo Zaniolo shines, Davide Bartesaghi brace not enough as AC Milan drop points to Sassuolo, Kenan Yildiz shines for Juventus where Tether wants to buy club, to Bologna's poor form continues, Lecce win crucial three points, Gianluca Scamacca brace wins it for Atalanta, heroic 9-man Lazio beat Parma, and Fiorentina sinking without a trace after Hellas Verona loss, as well as this week's Baggio, Serie ASS and Premface of the week plus much, much more when Nima and Carlo break down all the main talking points from Match Day 15 of the 2025/2026 Serie A season. Timestamps: 00:00 Intro - Match Day 15 Episode Overview 01:38 Serie A Referees - Worst In Europe? 10:40 Inter Milan - Lautaro Martinez Winner Sends Nerazzurri Top Of The Serie A 20:19 Napoli - Dreadful Performance After Antonio Conte Curse Strikes Again 30:27 Udinese - Nicolo Zaniolo Shines As Kosta Runjaic Tactically Impresses Again 34:06 AC Milan - Bartesaghi Shines After More Points Dropped Vs A Newly Promoted Side 46:45 Juventus - Kenan Yildiz Shines In Fundamentally Important Win For Top 4 Race 57:18 Tether Vs John Elkann - Hostile Takeover Of Bianconeri? 01:02:18 Bologna - Poor Form Continues But Vincenzo Italiano Ready For A Big Club 01:04:40 Best Of The Rest - Lecce Records Massive Win Over Pisa, Torino Beat Cremonese In Refereeing Scandal, 9-Man Heroic Lazio Beat Parma After Scandalous Red Card & Gianluca Scamacca Brace Wins Three Points For Atalanta 01:13:58 Fiorentina - Sinking Without A Trace As Paolo Vanoli To Be Sacked 01:16:12 Baggio, Premface & Serie ASS Of The Week If you want to support The Italian Football Podcast and get every episode, simply become a member on Patreon.com/TIFP OR Spotify OR YouTube Memberships. Your support makes The Italian Football Podcast possible. Follow us: Twitter, Facebook, Instagram, YouTube, TikTok Learn more about your ad choices. Visit podcastchoices.com/adchoices
Juventus got a very important win over the weekend against Bologna helped them jump over a rival for the top four. But we also saw a big off-field matter that involved a whole lot of money potentially being thrown around. 00:00 Introduction 01:56 Takeaways from the week that was 07:15 Bologna 0-1 Juventus recap 29:30 Pafos and Champions League recap 45:45 Tether's bid for majority ownership at Juventus 01:00:07 Social Media Questions You can follow us — or send us questions — on Bluesky @bwrao.bsky.social, Twitter @JuventusNation or on Facebook as well as the Fans First Sports Network @FansFirstSN on Twitter. You can also follow us on our Instagram page, too! Get all of our match coverage, transfer rumors and much more at our website, blackwhitereadallover.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
Is Bitcoin a good gift this Christmas? How would you give it?FEATURING:Jesse (https://x.com/dr_Orangepill)Jimmy Song (https://x.com/jimmysong)Robert Allen (https://x.com/satoshisound)Thomas Hunt (https://twitter.com/MadBitcoins)THIS WEEK: ———Bitcoin Dips Below $90,000 After Fed Cut Widens Stocks Splithttps://www.bloomberg.com/news/articles/2025-12-11/bitcoin-btc-slides-below-90-000-after-fed-cut-while-stocks-rally?embedded-checkout=trueSource: BloombergThe Swiss city that lets you pay for most things with bitcoinhttps://www.bbc.com/news/articles/c0r959n91p4o.ampSource: BBCLugano's Plan ₿ is a citywide initiative by the City of Lugano and Tether to make Lugano the European hub for Bitcoin, blockchain, and decentralized technologieshttps://planb.lugano.chSource: Plan B - LuganoBITFEST 2025. 21-23 November 2025 - Pendulum Hotel, Manchester, UKhttps://bitfest.ukSource: BitfestBTC PRAGUE 2026 - The biggest, most influential bitcoin event in Europe ever. 4th edition!https://btcprague.com/#Source: BTC PragueThe GOAT @aantonop weighs in on the spam debate.https://twitter.com/inscribor/status/1993011555852845351?s=46Source: X | InscriborThinking About Giving Bitcoin as a Christmas Gift? Read This Firsthttps://www.investopedia.com/thinking-about-giving-bitcoin-as-a-christmas-gift-read-this-first-11854300Source: Investopedia________________________________________________________________World Crypto Networkhttps://www.worldcryptonetwork.com/On This Day in World Crypto Network Historyhttps://www.worldcryptonetwork.com/onthisday/---------------------------------------------------------------------------Please Subscribe to our Youtube Channelhttps://m.youtube.com/channel/UCR9gdpWisRwnk_k23GsHf
Today's blockchain and cryptocurrency news Bitcoin is down slightly at $90,406 Ethereum is up slightly at $3,116 And BNB up slightly at $892 Tether makes all-cash bid for Exor's Juventus stake Firedancer hits Solana Mainnet DeFi advocates fire back at Citadel Fogo will airdrop instead of holding token pre-sale ###Gemini Card Disclosure: The Gemini Credit Card is issued by WebBank. In order to qualify for the $200 crypto intro onus, you must spend $3,000 in your first 90 days. Terms Apply. Some exclusions apply to instant rewards in which rewards are deposited when the transaction posts. This content is not investment advice and trading crypto involves risk. For more details on rates, fees, and other cost information, see Rates & Fees. The Gemini Credit Card may not be used to make gambling-related purchases. ### For 40% off your order, head to Udacity.com/DCR and use code DCR. Learn more about your ad choices. Visit megaphone.fm/adchoices
Taking a balanced approach in analyzing the perspective of an academic and a compromised AfricanSupport Via Cashapp: @MarquettDavonSupport via Venmo: @MarquettDavonSupport: https://donate.stripe.com/4gM9ATgXFcRx5Tf4rw0x200Become a member: https://thesasn.com/membership-account/membership-levels/Support with Bitcoin: BTC Deposit address: 3NtpN3eGwcmAgq1AYJsp7aV7QzQDeE9uwdMy Book: https://www.amazon.com/Black-Box-Marquett-Burton/dp/0578745062https://www.gofundme.com/f/support-marquett-burtons-training-centerBook Consultation: https://cozycal.com/sasn#Marquettism #FinancialFreedom #Entrepreneurship #Marquettdavon #Wealth #FoundationalBlackAmerican #Leadership #Deen #business #relationships #money
John is joined by David Proman, Co-Founder and Managing Partner of Atlas Grove Partners and long-time Quinn Emanuel client. They discuss David's extensive experience working with elite law firms, including Quinn Emanuel, on high stakes matters involving structured finance, digital assets, and complex bankruptcies. At Atlas Grove and its subsidiary, GXD Labs, David has built an investment platform that identifies legal claims as investment opportunities. One example of such an opportunity was David's early and aggressive pursuit of RMBS claims. In 2010, David was at fund called Furry Partners that was the most activist fund manager in the RMBS space. They pursued cases against the world's largest banks for breaches of warranties, which led to recovering almost $4 billion for Furry Partners' investors. David worked with Quinn Emanuel partner Sasha Rand on many of these cases adding “we have great thanks and gratitude to Quinn Emanuel for working on this with us for over a decade against some of the world's most significant counterparties.” Another example was the Celsius bankruptcy. Celsius was a crypto lending platform with 600,000 customers. At its peak, it had almost $20 billion in liabilities. Celsius's customers stored their Bitcoin, their Ethereum, or their digital tokens using deposits, similar to bank deposits. When Bitcoin dropped dramatically in 2022, the company became insolvent and filed for bankruptcy. Bankruptcy proceedings revealed numerous legal issues, including fraud. David's Blockchain Recovery Investment Consortium (BRIC) won the role of litigation administrator and crafted a plan focused on returning value to defrauded customers. Working closely with Quinn Emanuel partner Ben Finestone, BRIC's strategy involved bringing claims against counterparties across the world who had harmed Celsius before it went bankrupt. One of BRIC's biggest recoveries resulted from a $300 million settlement with Tether. David credits Ben with bringing strong legal claims and strategies to defeat “issues that I don't think have ever been litigated before in crypto.” When working with law firms, success depends on aligning the incentives of the firm and the client, maintaining open communication, and active client involvement in developing legal strategies, especially in complex or novel sectors like cryptocurrencies. Counsel should be both strategically creative and brutally honest about risks. As David said, “that's part of the reason why I love you guys: because you always give me honest feedback.” David also believes that fee structures should prioritize results over billable hours. After the case, all parties should reflect on both wins and losses to continuously improve decision-making. Finally, David and John discuss the evolving legal risk in AI infrastructure, where opaque contracts and fast-changing technology may spark future waves of litigation.Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi
In this episode of the Decrypting Crypto podcast, hosts Matthew Howells-Barby and Austin Knight discuss the recent Federal Reserve rate decision and its implications for the cryptocurrency market, particularly Bitcoin. They analyze the correlation between macroeconomic factors and BTC price movements, the dynamics of the FOMC voting committee, and the financial performance of Tether, a major player in the stablecoin market. The conversation highlights the importance of upcoming economic data and the potential impact on future rate cuts and the crypto landscape.
Nick Valdez looks ath the XXI launch on NYSE today. XXI or 21 Capital is launching with Stripe and Tether and even Softbank as backers. What does this mean for BTC price?
In December, Headwater Gold (CSE:HWG), a Canadian company focused on high-grade precious metal exploration in the Western USA, announced a US$25 million earn-in agreement with Centerra Gold.Headwater specializes in generating new projects on open ground and attracting major mining companies to fund exploration. The company currently has six projects partnered with majors, including two with Newmont, three with OceanaGold, and the recently announced deal with Centerra.Yesterday, President & CEO Caleb Stroup was interviewed by Mining Stock Daily.The conversation dove into the prospect-generator model, why “multiple shots on goal” matter in a rising gold market, and how Headwater minimizes dilution while keeping a large amount of drilling funded by partners. Stroup also discussed the following:What's driving majors back into early-stage explorationThe ongoing discovery potential in the Western U.S., including NevadaHow technology—from drones to hyperspectral tools to LLMs—is changing exploration workflowsShifts in U.S. permitting and why sentiment toward domestic mining is improvingGold's outperformance vs. Bitcoin in 2025, including the surprising entry of Tether into the gold sector
The macro landscape is shifting fast: the Federal Reserve has officially ended quantitative tightening after draining trillions from global liquidity, then immediately pumped $13.5 billion into markets through an overnight repo — a clear sign of mounting stress. Meanwhile, Bitcoin is reacting sharply as analysts warn that Saylor's leveraged playbook may be backfiring, even as crypto fund inflows rise across Bitcoin, XRP, and Chainlink. Tether faces renewed balance-sheet controversy, and Vanguard , long opposed to crypto is now allowing Bitcoin ETFs on its platform for the first time.
FOLLOW UP starts with the realization that Spotify Wrapped thinks we are 82 years old, which honestly feels accurate, followed by a massive shout out to Bama Bryan on Bluesky for listening to us for over 3,000 minutes. We look at the grim stats from the Department of Government Efficiency regarding USAID deaths, then move to IN THE NEWS where the KALSHI CEO wants to monetize "any difference in opinion" because gambling on the news is the future. PALANTIR CEO Alex Karp claims making war crimes constitutional is bad for business, META STARTS KICKING AUSTRALIAN CHILDREN OFF their platforms to avoid fines, and TETHER gets a "weak" rating while U.S. BANK calls the ability to freeze stablecoins "appealing." We discuss the LEAK CONFIRMS OPENAI IS PREPARING ADS for ChatGPT while SAM ALTMAN DECLARES 'CODE RED' to catch up to Google. Speaking of which, ONE OF GOOGLE'S BIGGEST AI ADVANTAGES IS WHAT IT ALREADY KNOWS ABOUT YOU, even if GOOGLE DISCOVER IS TESTING AI-GENERATED HEADLINES that are complete lies. We cover how GROK WOULD PREFER A SECOND HOLOCAUST OVER HARMING ELON MUSK, the US PATENT OFFICE ruling on generative AI, a new report on DAVID SACKS profiting from his administration role, and INSTACART SUES NEW YORK CITY because paying workers a living wage is apparently unconstitutional. We wrap up the news with the HUMAN ROBOT HYPE SCARING CHINA, a sad story where CHILDREN SOB AS WAYMO RUNS OVER DOG, a video showing a WAYMO SELF-DRIVING TAXI TAKES PASSENGER THROUGH ACTIVE POLICE SCENE, and the fact that PASSENGERS FACE DISRUPTION AS AIRBUS UPDATES THOUSANDS OF PLANES due to solar flares.In MEDIA CANDY, the industry is shaking because NETFLIX BUYS WARNER BROS. FOR $82 BILLION, meaning they now own everything from Harry Potter to Batman. We look at upcoming releases including WAKE UP DEAD MAN: A KNIVES OUT MYSTERY, FALLOUT SEASON 2, ROMCON: WHO THE F**K IS JASON PORTER?, SEAN COMBS: THE RECKONING, THE LONG KISS GOODNIGHT, THE AMERICAN REVOLUTION, and A MAN ON THE INSIDE. Moving to APPS & DOODADS, we discuss the pure joy of uninstalling DROPBOX, our collective hatred for FUCK CENTER STAGE, and the report that APPLE EMPLOYEES ARE 'GIDDY' ABOUT ALAN DYE'S DEPARTURE. We also cover the horror show where GOOGLE'S AGENTIC AI WIPES USER'S ENTIRE HDD without permission, a study showing YOUR GLITCHY VIDEO CALLS MAY MAKE PEOPLE MISTRUST YOU, and how SCIENTISTS CREATED THE BLACKEST FABRIC EVER.Finally, in THE DARK SIDE WITH DAVE, we learn that CLAUDIA BLACK EXITS ‘AHSOKA' SEASON 2 over pay disputes because Disney is apparently broke, we scrutinize LEAKED CLIPS FROM THE RUMORED 50TH ANNIVERSARY RERELEASE OF THE ORIGINAL VERSION OF STAR WARS (still no R2D2), check out a STORMTROOPER SUIT ON FACEBOOK MARKETPLACE, and mention THE MAD MEN 4K release.Sponsors:Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordWatch on YouTube at https://youtu.be/4IRVvpdJC30Show notes at https://gog.show/725FOLLOW UPKalshi CEO Says He Wants to Monetize ‘Any Difference in Opinion'Palantir CEO Says Making War Crimes Constitutional Would Be Good for BusinessMeta starts kicking Australian children off Instagram and FacebookMeta reportedly plans to slash Metaverse budget by up to 30%IN THE NEWSCrypto's Most Trusted Stablecoin Given Lowest Possible ‘Weak' Rating By Major TradFi AgencyU.S. Bank Calls Ability to Freeze Stablecoins ‘Appealing' as Crypto Has Completely Lost the PlotLeak confirms OpenAI is preparing ads on ChatGPT for public roll outOpenAI CEO Sam Altman declares 'code red' as ChatGPT competition mountsOne of Google's biggest AI advantages is what it already knows about youGoogle Discover is testing AI-generated headlines and they aren't goodGrok would prefer a second Holocaust over harming Elon MuskUS patent office says generative AI is equivalent to other tools in inventors' beltsThe People Outsourcing Their Thinking to AINew report examines how David Sacks might profit from Trump administration roleInstacart sues New York City over minimum pay, tipping lawsHumanoid Robot Hype Is Officially Scaring ChinaChildren Sob as Waymo Runs Over DogWaymo self-driving taxi takes passenger through active police scene in downtown LA, video showsPassengers face disruption as Airbus updates thousands of planesMEDIA CANDYNetflix Buys Warner Bros. for $82 BillionWake Up Dead Man: A Knives Out MysteryFallout Season 2 on Prime VideoROMCON: Who The F**k is Jason Porter? - Season 1Sean Combs: The ReckoningThe Long Kiss GoodnightThe American RevolutionA Man On the InsideAPPS & DOODADSGruber: Apple employees 'giddy' about Alan Dye's departureGoogle's Agentic AI wipes user's entire HDD without permission in catastrophic failureYour glitchy video calls may make people mistrust youScientists Created the Blackest Fabric Ever, Then Made a DressTHE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingClaudia Black Exits ‘Ahsoka' Season 2 Over Alleged Pay DisputesLeaked clips from the rumored 50th anniversary rerelease of the original version of Star WarsThe Mad Men 4K on HBO debacleWilliam Shatner - Good King WenceslasAI boom kills Crucial as Micron shuts down consumer brandCLOSING SHOUT-OUTSSteve Cropper, guitarist for Booker T. & the MG's, Otis Redding, the Blues Brothers and many more, has died. He was 84.STAX: Soulsville, USA.'Mortal Kombat' Star Cary-Hiroyuki Tagawa Dead at 75See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
People’s definitions of cheating are evolving. Infidelity isn't just about physical betrayal anymore. It's emotional, it's digital, and sometimes it doesn't even involve another human at all. In today’s show, we’re diving into the new rules of cheating. We’re also going to talk about how modern technology is making it harder than ever to keep infidelity a secret. I am joined once again by Dr. Amanda Gesselman a research scientist and head of the VIBES research team at the Kinsey Institute at Indiana University. Digital intimacy is a major focus of her research, including how people use tools like camsites, AI companions, dating apps, and social media to navigate connection and desire. Some of the specific topics we explore in this episode include: What do people today think “counts” as cheating? Is watching porn a form of infidelity? What about sexting with an AI chatbot? How many people suspect a partner has cheated on them before? What kind of detective work do people do to determine if a partner has cheated? How do we balance the benefits and challenges of digital intimacy? To learn more, you can read a brief report of this study here. Got a sex question? Send me a podcast voicemail to have it answered on a future episode at speakpipe.com/sexandpsychology. *** Thank you to our sponsors! Thread & Tether is a therapy practice dedicated to helping couples rebuild trust, strengthen intimacy, and heal after betrayal. Led by AASECT-certified sex therapist Jason Powell, the practice offers virtual sessions in multiple states and in-person intensives in Boston and Manhattan. Visit threadandtether.com to learn more. Passionate about building a career in sexuality? Check out the Sexual Health Alliance. With SHA, you’ll connect with world-class experts and join an engaged community of sexuality professionals from around the world. Visit SexualHealthAlliance.com and start building the sexuality career of your dreams today. *** Want to learn more about Sex and Psychology? Click here for previous articles or follow the blog on Facebook, Twitter, or Bluesky to receive updates. You can also follow Dr. Lehmiller on YouTube and Instagram. Listen and stream all episodes on Apple, Spotify, or Amazon. Subscribe to automatically receive new episodes and please rate and review the podcast! Credits: Precision Podcasting (Podcast editing) and Shutterstock/Florian (Music). Image created with Canva; photos used with permission of guest.
Jeff Park is the Partner & Chief Investment Officer at ProCap BTC. In this conversation, we break down the latest FUD around Strategy and Tether — what's real, what's noise, and why these narratives keep coming back. Jeff also explains why crypto sentiment feels so beaten down, what's actually driving price action, and how to think about the current liquidity backdrop. We wrap with why QT is effectively over, QE is creeping back, and what that means for bitcoin going forward.======================As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public's products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.======================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.======================Timestamps: 0:00 – Intro1:54 – Why crypto sentiment feels so bad right now7:21 – Bitcoin vs altcoins: supply, leverage & liquidations9:33 – Correlation, institutions & the 4-year cycle14:41 – How to evaluate Strategy right now & should they sell bitcoin?26:26 – What's really going on with Tether?32:33 – QT is over, QE is back & what that means moving forward
Monday's selloff rattled the entire market—Bitcoin, equities, commodities, you name it. But beneath the volatility, something more structural may be happening. In this week's Bits + Bips, Austin Campbell, Ram Ahluwalia, Chris Perkins, and B+B OG previous host Alex Kruger break down one of the most confusing macro weeks of the year. They debate why high-beta assets snapped, whether a rotation into quality is underway, why institutions seem unfazed even as retail stays skittish, and share initial thoughts on Vanguard finally allowing clients to buy crypto. The crew also unpacks Strategy's chaotic comments about selling BTC, the Clarity Act's political hurdles, the CME outage that exposed systemic fragility, and the never-ending debate over Tether—profitability, reserves, and what institutions actually want from a stablecoin issuer. Sponsors: Uniswap Mantle Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Christopher Perkins, Managing Partner and President of CoinFund Guest: Alex Kruger, founder of Asgard Timestamps:
This Week In Startups is made possible by:Quo - http://quo.com/TWiSTSquarespace - https://www.Squarespace.com/TWISTMiro - http://miro.com/Today's show: Michael Saylor's Strategy play is struggling with the price of Bitcoin on a steep decline… Is his new “dollar reserve” the answer?On TWiST, we're looking into the state of $MSTR and why Jason remains SO skeptical about this increasingly convoluted financial scheme.Is CNBC giving Michael Saylor a pass? Is that why he won't go on “All-In”? And do investors realize that loans go BEFORE equity? We're asking the TOUGH questions…PLUS Jason's Four Red Flags for companies with convoluted tactics… Why S&P Global downgraded Tether, and why Jason thinks the US government waited TOO LONG to pass stablecoin regulations… Jason reacts to the NYT “hit piece” on Bestie David Sacks… we're checking out the new Matic robot vacuum and Sunday Robotics' Memo bot… PLUS much more of the day's biggest tech news and stories.Timestamps:(03:04) Why Jason broke his “No Demo Day” rule for the LAUNCH 35 Accelerator(07:08) What we can learn from BitcoinTreasuries.net about the marketplace(07:42) Why Jason remains SO skeptical on $MSTR… and any sufficiently convoluted financial scheme…(7:56) Jason's Four Red Flags for rogue companies and financial schemes(9:49) Quo (formerly OpenPhone) gives you a clean, modern way to handle every customer call, text, and thread all in one place. Try it free at http://quo.com/TWiST(14:31) When loans go before equity, and how this can dilute your investment!(18:05) Is CNBC giving Michael Saylor a pass? Why Jason thinks he won't go on “All-In.”(19:30) Checking in with Polymarket's thoughts on potential MicroStrategy Bitcoin sales(20:21) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://squarespace.com/twist(22:58) Speaking of complex schemes… why S&P Global downgraded Tether(29:26) Is Tether too good to be true, as an investment?(25:17) Why Jason thinks the US waited too long to pass stablecoin regulations.(30:24) Miro - Help your teams get great done with Miro. Check out http://miro.com to find out how!(36:15) Jason's reaction to the NYT piece about Bestie David Sacks(43:14) Is there a growing divide within the GOP about how to engage with tech companies?(44:04) What are “Glue Employees” and why are they important?(45:03) How to tell your “Glue Employees” apart from the “union reps” and other rabble rousers…(51:50) Sunday Robotics: another human-ish robot but with WHEELS (and a baseball cap)(56:05) We're checking out the Matic robot vacuum as well… Should these products be combined?*Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/Check out the TWIST500: https://twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcp*Follow Lon:X: https://x.com/lons*Follow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelm/*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis/*Thank you to our partners:(9:49) Quo (formerly OpenPhone) gives you a clean, modern way to handle every customer call, text, and thread all in one place. Try it free at http://quo.com/TWiST(20:21) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://squarespace.com/twist(30:24) Miro - Help your teams get great done with Miro. Check out http://miro.com to find out how!Great TWIST interviews: Will Guidarahttps://youtu.be/pvJa2pzuXWQEoghan McCabehttps://youtu.be/9dHN4YFkgv4Steve Huffmanhttps://podcasts.apple.com/us/podcast/reddit-ceo-steve-huffman-on-mod-revolt-building-a/id315114957?i=1000617333424Brian Cheskyhttps://podcasts.apple.com/ca/podcast/airbnb-ceo-brian-chesky-on-early-rejection-customer/id315114957?i=1000611761112
Original Release Date: October 31, 2025Our Japan Financials Analyst Mia Nagasaka discusses how the country's new stablecoin regulations and digital payments are set to transform the flow of money not only locally, but globally.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mia Nagasaka, Head of Japan Financials Research at Morgan Stanley MUFG Securities. Today – Japan's stablecoin revolution and why it matters to global investors. It's Friday, October 31st, at 4pm in Tokyo. Japan may be late to the crypto market. But its first yen-denominated stablecoin is just around the corner. And it has the potential to quietly reshape how digital money moves across the country and globally. You may have heard of digital money like Bitcoin. It's significantly more volatile than traditional financial assets like stocks and bonds. Stablecoins are different. They are digital currencies designed to maintain a stable value by being pegged to assets such as the yen or U.S. dollar. And in June 2023, Japan amended its Payment Services Acts to create a legal framework for stablecoins. Market participants in Japan and abroad are watching closely whether the JPY stablecoin can establish itself as a major global digital currency, such as Tether. Stablecoins promise to make payments faster, cheaper, and available 24/7. Japan's cashless payment ratio jumped from about 30 percent in 2020 to 43 percent in 2024, and there's still room to grow compared to other countries. The government's push for fintech and digital payments is accelerating, and stablecoins could be the missing link to a truly digital economy. Unlike Bitcoin or other cryptocurrencies, stablecoins are designed to suppress price volatility. They're managed by private companies and backed by assets—think cash, government bonds, or even commodities like gold. Industry watchers think stablecoins can make digital payments as reliable as cash, but with the speed and flexibility of the internet. Japan's regulatory approach is strict: stablecoins must be 100 percent backed by high-quality, liquid assets, and algorithmic stablecoins are prohibited. Issuers must meet transparency and reserve requirements, and monthly audits are standard. This is similar to new rules in the U.S., EU, and Hong Kong. What does this mean in practice? Financial institutions are exploring stablecoins for instant payments, asset management, and lending. For example, real-time settlement of stock and bond trades normally take days. These transactions could happen in seconds with stablecoins. They also enable new business models like Banking-as-a-Service and Web3 integration, although regulatory costs and low interest rates remain hurdles for profitability.Or think about SWIFT transactions, the backbone of international payments. Stablecoins will not replace SWIFT, but they can supplement it. Payments that used to take days can now be completed in seconds, with up to 80 percent lower fees. But trust in issuers and compliance with anti-money laundering rules are critical. There's another topic on top of investors' minds. CBDCs – Central Bank Digital Currencies. Both stablecoins and CBDCs are digital. But digital currencies are issued by central banks and considered legal tender, whereas stablecoins are private-sector innovations. Japan is the world's fourth-largest economy and considered a leader in technology. But it takes a cautious approach to financial transformation. It is preparing for a CBDC but hasn't committed to launching one yet. If and when that happens, stablecoins and CBDCs can coexist, with the digital currency serving as public infrastructure and stablecoins driving innovation. So, what's the bottom line? Japan's stablecoin journey is just beginning, but its impact could ripple across payments, asset management, and even global finance. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.
This week in bitcoin mining news, the Department of Homeland Security is targeting Bitmain with Operation Red Sunset, and Tether buys more shares of Bitdeer. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Colin and Charlie break down Operation Red Sunset—the US government's probe into Bitmain over national security concerns. We also cover brutal mining economics with hashprice at all-time lows, Trump's new executive order spurring AI and energy R&D, Hive's $300M at-the-market offering, and Tether reupping its BTDR investment. And for this week's dual cry corner, why Cardano still sucks and why gamers are crying as RAM prices surge from AI demand. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** - Hash price at $36 per petahash per day (all-time low territory) - First back-to-back negative difficulty adjustments since summer - Small miners (1-5MW) shutting down operations - DDR5 RAM jumped from $100 to $400+ per unit - Hive raises $300M at-the-market offering - Operation Red Sunset targets Bitmain security risks Timestamps: 00:00 Start 01:34 Difficulty Report by Luxor 06:22 US probes Bitmain 13:37 White House Genesis Mission EO 18:34 Hive $300m ATM 20:40 Tether reups its BTDR stake 26:17 Cry Corner: Cardano go down 30:44 Cry Corner: RAM too spensy
(0:00) Bestie intros LIVE from The Venetian Las Vegas (1:13) Epstein Files breakdown (10:06) Biggest Epstein questions: where did his money come from? (14:44) Tether's booming business (23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026 (35:25) Google's Gemini 3 and TPU breakthrough (42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO (48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology Special thanks to The Venetian Las Vegas for hosting us!: https://x.com/VenetianVegas Join us at the All-In Holiday Spectacular!: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://x.com/RepClayHiggins/status/1990868089056219267 https://x.com/michaeljburry/status/1991289193037746579 https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025 https://x.com/Similarweb/status/1988879389992386897 https://x.com/PokerGO/status/1987406318832132256