Podcast appearances and mentions of Tom Lee

It's SpaceX IPO day, and it's on track to be the most valuable post-IPO company in history — $1.77T, surpassing Saudi Aramco. David walks through the numbers, the pre-IPO trade on Hyperliquid, and why the edge wore off months ago. Plus: Nakamoto selling Bitcoin while Tom Lee's BitMine keeps stacking ETH, and where prediction market volumes are during the NBA Finals. TIMESTAMPS: (00:00) Intro (01:08) SpaceX IPO (07:27) Treasury Companies (15:47) Prediction Markets FOLLOW THE SHOW › David — https://x.com/dcanellis › The Breakdown — https://x.com/TheBreakdownBW › The Breakdown Newsletter — https://blockworks.com/newsletter/the-breakdown Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/ DISCLAIMER As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

For years, XRP holders have been told the story was about payments. But after this week's announcements from Ripple, XRPL, RLUSD, Mastercard, and the growing push toward autonomous AI transactions, a much bigger question is beginning to emerge. What if payments were never the destination? Tonight, we connect the dots between Ripple's new XRPL AI Starter Kit, Mastercard's Agent Pay initiative, RLUSD, AI agents, machine-to-machine commerce, XRP perpetuals on Kalshi, Flare's growing role in decentralized data infrastructure, and why Tom Lee believes AI actually increases the need for blockchain. We'll also discuss the latest developments surrounding the Clarity Act, Ripple's expansion into Asia, formal verification efforts on the XRP Ledger, and the biggest stories shaping crypto, markets, and geopolitics. The more pieces that emerge, the harder it becomes to ignore one possibility: This may be why XRP exists.

Lightstreet Capital's Glen Kacher tells us how he is navigating the turbulent tech trade right now. Plus, Alex Kantrowitz from Big Technology and Plexo Capital's Lo Toney help us game out the IPO pipeline ahead of the SpaceX IPO. And, Fundstrat's Tom Lee tells us if he thinks tech is in some serious trouble. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This episode covers the recent volatile movements in the crypto market, including Bitcoin, Ethereum, Zcash, and the impact of macroeconomic factors. The hosts analyze market signals, notable trades by Michael Saylor and Tom Lee, and upcoming events like SpaceX's IPO, providing insights for investors navigating uncertain times.$1 Trial Momentum Money Makers VIPhttps://www.thecryptomavericks.com/mm-vip-monthly-trial-direct?utm_content=Rundown&utm_medium=YouTube&utm_source=Internal&utm_term=20260515Check Out Scribe: Scribe.how/CRYPTO101Check Out Webroot: https://www.webroot.com/crypto101Check out Quince: https://quince.com/CRYPTO101Check out Shopify: https://shopify.com/crypto101Check out Mars Men: https://mengotomars.comGet my #1 altcoin pick for this month.Get immediate access to my entire crypto portfolio for just $1.00 today! Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling,Get immediate access to my entire crypto portfolio.. just $1.00 today! Go here to get access: https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Get your FREE copy of "Crypto Revolution: Your Guide To The Future of Money". In this book, I reveal how to make (and keep) a fortune during this crypto bull run! http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Chapters00:00 Market Volatility and Rebound Strategies06:00 Zcash Security Scare and Market Impact17:11 Investment Strategies in a Volatile Market25:15 Current Trends and Future Outlooks28:22 Technical Difficulties and Live Interaction28:48 Exploring BitMines Preferred Stock30:46 Michael Saylor's Bitcoin Strategy33:28 Market Reactions to Saylor's Moves35:53 The Complexity of Financial Products38:52 Arthur Hayes and Market Sentiment42:23 The Importance of Education in Crypto45:02 SpaceX IPO and Market ImplicationsSubscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101Guest Linkshttps://x.com/will__mcevoy@cypherpunk*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved  ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Mars Men: https://mengotomars.com* Check out NPR: https://npr.org* Check out Quince and use my code quince.com/crypto101 for a great deal: https://www.quince.com* Check out Scribe and use my code Scribe.how/CRYPTO101 for a great deal: https://scribe.com/Crypto101* Check out Shopify and use my code shopify.com/crypto101 for a great deal: https://www.shopify.com* Check out Webroot and use my code webroot.com/crypto101 for a great deal: https://www.webroot.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

What does today's weakness in tech say about the market's potential next move? We discuss with Hightower's Stephanie Link, Fundstrat's Tom Lee and Wharton School Professor Jeremy Siegel. Plus, we break down what to watch from Apple's upcoming Worldwide Developers Conference with Alex Kantrowitz from Big Technology and Wedbush's Dan Ives. And, we tell you what's behind crypto's ugly week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bitmine sitting on $9B of unrealized losses from its ETH bag. Bitmine, the largest corporate holder of ether, is sitting on nearly $9 billion in unrealized losses as ETH falls below $1,800. Chairman Tom Lee still predicts a $250,000 price target, but shares of BMNR are down drastically since early May. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily." - This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

Bitcoin just decoupled from the Nasdaq — crashing to $65,385 (lowest level since February) while the Nasdaq 100 prints a fresh all-time high — and the Fear & Greed Index has cratered to 11, the deepest reading of the entire cycle. The thesis: capital is rotating aggressively out of crypto and into the $350 billion equity raise pipeline (SpaceX's roadshow opens tomorrow, Anthropic just confidentially filed at a stunning $965B valuation, OpenAI is next). Add Peter Schiff warning Strategy's STRC could enter a "death spiral," Saylor quietly stacking $29M in cash alongside his first BTC sale since FTX, Tom Lee's Bitmine down $8.9B, and the CLARITY Act facing a brutal 4-week window before Senate recess — and today's setup is the cleanest macro inflection we've seen this cycle. We break down whether the Nasdaq decoupling is structural or temporary, what the IPO drain means for crypto liquidity through summer, and what catalysts could pull Bitcoin out of tech's shadow before $60K comes into play. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tom Lee says Strategy's BTC sale is "bottom behavior." Bitmine's Tom Lee told CoinDesk that the record 11-day bitcoin ETF outflow streak and Strategy's first BTC sale since 2022 are just typical signs of a market bottom. CoinDesk's Sam Ewen hosts "CoinDesk Daily."  - This episode was hosted by Sam Ewen. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

All three major U.S. stock indices closed at fresh record highs on May 28, the same day inline core PCE inflation data met consensus expectations AND multiple White House sources reported a new, tentative 60-day Iran War cease fire. ~This episode is sponsored by Uphold~ Uphold Staking ➜ https://bit.ly/UpholdXRPCard Guest: Evan Aldo Evan Aldo Youtube Channel ➜ https://bit.ly/EvanAldo 20% off Evan Aldo Course ➜ https://bit.ly/EvanCourse ➜  Use code "paulbarron" 00:10 Sponsor: Uphold 00:50 Tom Lee: 3 phase market 02:00 Rate hike odds 03:00 Iran Deal Done? 04:45 Bitcoin analysis 06:15 CNBC: 100bps incoming 08:40 CLARITY bill 2030? 10:00 Joseph Chalom: ETH burn thesis is just staring 11:15 Ethereum analysis 13:50 SpaceX IPO 15:00 Tevis: SpaceX pump is deliberate 16:20 TESLA buy? 17:30 MSTR: buy, hold or sell? 19:00 HYPE trend 21:20 Perps supercycle on SOL #Crypto #Bitcoin #Ethereum ~Massive Rate Hike?

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Are you still optimizing your agency's content for Google while your clients are getting their answers from AI? Are you charging for the execution that AI is about to make obsolete, while giving away the strategy that commands real fees? Today's featured guest works with agencies navigating the shift from traditional search to generative engine optimization. He'll talk about what the Anthropic research actually says about how much of the work agencies do today can be automated, how AI reads content differently than Google does, and the practical steps any agency can take right now to show up in AI-generated answers before competitors figure it out. Tom Lee is an AI search and SEO specialist and co-founder of Visto, a platform that helps agencies build the visibility and optimization layer for the AI search era. Tom and his team advise agencies on generative engine optimization, or GEO, and how to position their clients to show up in AI-generated answers across platforms like ChatGPT, Claude, Perplexity, and Google's AI Overviews. His background includes working inside large enterprise companies including Apple and Walmart, where he managed SEO at scale. He now works directly with SEO and GEO agencies helping them build the strategic frameworks and content systems that translate traditional search authority into AI visibility. In this episode, we'll discuss: Is your value proposition still execution? Why GEO does not replace SEO Repackaging existing content will get you nowhere Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. What the Anthropic Research Actually Says Tom referenced an Anthropic study published earlier this year that mapped out the theoretical automation potential across industries. For software development, AI can already handle around 35% of code generation, with a theoretical ceiling of 97%. For business and marketing functions including SEO, that ceiling is 94%. In his view, those numbers are not a reason to panic, but they are a reason to get clear on which part of the work you are actually selling. The agencies at risk are the ones whose value proposition is execution. Writing the content, building the links, pulling the reports: if that is what you are charging for, you are in the category that AI is actively compressing. The agencies that will hold their ground and grow their fees are the ones charging for judgment. Which topics to chase. Which content gaps matter. How to translate client expertise into something AI will actually cite. That is the 6% that automation cannot touch, and it is also the highest-margin work in the engagement. GEO Is Built on Top of SEO, Not Instead of It Something that gets lost in the noise around AI search is that GEO does not replace SEO. It extends it. Showing up in Google search results is still the foundation. What has changed is that showing up is no longer enough. AI reads content the way a human being reads it, evaluating whether the argument is convincing and whether the source is credible, not just whether the right keywords appear in the right density. That changes what good content has to do. The practical starting point Tom recommends is mapping what he calls the semantic space for a client: Identifying what topic areas people are actually raising in AI conversations that the client should be part of. From there, you translate that semantic space into specific prompts, run those prompts across the major AI platforms, and audit what comes back. Who is being cited? Where is the client showing up and where are they absent? What content is AI pulling from competitors that the client has not produced yet? That gap analysis is the strategic deliverable that commands real fees. It is also the work that no AI tool will do for you, because it requires knowing what the client actually wants to be known for. Why Repackaging Existing Content Gets You Nowhere Once you're clear about the topics your audience is looking for, there's something that will for sure not work the way many think it does. When you identify a content gap and ask AI to fill it, you get repackaged information drawn from the same sources the AI already used to generate the gap. That content does not move anything forward. AI knows where it got the data from. Recycled information does not earn citations. What earns citations is new data, original perspective, and subject matter expertise that advances the conversation rather than summarizing what already exists. The 5 step system Tom uses with his clients: Identify the content gaps Build a specific set of questions tied to those gaps Send those questions to a subject matter expert at the client Have them record a Loom or voice memo answering freely Use AI to transcribe and chunk that recording into content The raw material is original. The expertise is real. The content that comes out earns its place in the semantic space rather than competing with what is already there. Your Clients Are Training AI. Are You Helping Them Do It Right? The broader point running through this conversation is one that matters whether you run an SEO agency or not. AI systems are being trained on open-source content: social media posts, forum conversations, podcast transcripts, FAQ pages, markdown-formatted content. Every piece of content a client publishes is either building their presence in that training data or failing to. Agencies that understand this and can show clients where they are absent, who is filling that space instead, and what it would take to reclaim it, are in a fundamentally different conversation than agencies still talking about keyword rankings. The founders who will build authority in this environment are the ones creating real content from real expertise, showing up broadly enough to be present in the long tail of AI conversations, and charging for the strategic thinking that makes all of it coherent. The execution is becoming a commodity. The strategy never was. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

In a letter sent Monday to Comptroller of the Currency Jonathan Gould, Warren argued crypto banking license approvals violated the National Bank Act—and are now posing “serious risks” to the safety and soundness of the U.S. banking system. ~This episode is sponsored by Uphold~ Uphold Exa Credit Card ➜ https://bit.ly/UpholdXRPCard 00:00 Intro 00:10 Sponsor: Uphold 01:00 Warren attacks Ripple 02:00 Perianne Boring: Mask off phase 03:50 NYSE 234 years 04:20 FOX: NYSE next chapter 05:50 SEC 07:45 TradFi vs 24/7 markets 10:40 Solana stats 11:00 Tom Lee 5% 11:30 BlackRock buys BONK 13:10 Bloomberg: US consumers navigating shocks well 14:40 Rate hike odds surge 15:20 Decision soon? 15:45 Midterms 16:00 Texas flip? #Crypto #XRP #XRPnews ~Elizabeth Warren Targets Ripple!

Today's guest is Tom Lee, CIO of Fundstrat Capital, PM for the Granny Shots U.S. Large Cap ETF, and the Head of Research at Fundstrat Global Advisors. Prior to co-founding Fundstrat, he served as J.P. Morgan's Chief Equity Strategist from 2007 to 2014. In today's episode, Tom explains why stocks have remained resilient despite war, higher oil prices, and widespread investor skepticism. He shares his outlook for the S&P 500 and discusses the coming wave of mega-IPOs. Finally, Tom covers his successful entrance into the ETF space with the Fundstrat Granny Shots ETFs. (0:00) Starts (1:35) Tom Lee on markets since the Iran war (10:02) Issues with the University of Michigan Consumer Sentiment Index (20:50) AI & upcoming IPOs (24:34) Granny Shots ETF (31:25) Tom on crypto (36:52) Tom's most memorable investment Visit ⁠www.fundstrat.com/tom⁠ for complimentary access to Tom's daily insights, market alerts, live webinars, and stock lists. ----- Sponsor: Want to learn more about 351 Exchanges? Visit the Alpha Architect 351 Education Center for use cases, tools, FAQs, upcoming launches, and more. Investments in securities entail risks, including possible loss of principal and are not suitable for all investors. ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Fundstrat strategist Tom Lee says Ethereum remains undervalued despite its growing role in digital finance. Speaking at the Consensus conference in Miami, He said Ethereum could emerge as one of the biggest winners of the next crypto market rally, as artificial intelligence and tokenization increase demand for blockchain-based financial systems. Meanwhile, Michael Saylor's $STRC product in going viral on Ethereum.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 Intro00:10 Sponsor: Tangem00:45 Tom Lee: Ethereum is a software stock02:00 Kevin O'Leary who wins enterprise03:00 Ethereum Devs03:30 Solana Devs04:10 Kevin O'Leary nobody cares about Hedera05:30 EEA & Microsoft deploys treasury06:00 Institutional Staking Queue06:20 Tom Lee: Shifting focus on Institutional staking06:50 Ethereum onboards Michael Saylor07:20 Michael Saylor more excited about DeFi09:15 Kevin O'Leary RWA assets vs Dead NFTs10:00 Kevin is wrong10:45 Vivek Raman: Institutions will use ETH as money12:10 BTC vs ETH supply shock12:45 Lowering issuance to boost ETH Moneyness13:50 Tom Lee endorses issuance cut#Crypto #Ethereum #Bitcoin~ETH Becoming Institutional MONEY

Tom Lee's declaration that the crypto winter is over signals a shift in market sentiment, potentially encouraging renewed capital inflows and accelerating the recovery of digital assets.~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: Tim Warren, Host of Investing BrozInvesting Broz Youtube ➜ ‪‪  @TimWarrenTrades  Follow on Twitter ➜  @timsta6753 00:00 Intro00:10 Sponsor: iTrust Capital00:45 Mike Novagratz: crypto wants to go higher01:45 Bitcoin analysis05:45 Tom Lee: Crypto winter over06:40 Tom Lee predictions11:10 CLARITY next week?12:00 VanEck: CLARITY doesn't pass its not the end of the world15:20 Coinbase outage18:00 AVAX vs LINK21:00 LINK analysis23:00 SOL breakout?24:45 ONDO vs DTCC26:00 ONDO analysis29:30 Kalshi Valuation#Crypto #Bitcoin #Ethereum~Crypto Winter Over?

Tom Lee, chair of BitMine Immersion Technologies (NYSE: $BMNR), says a new “crypto spring” has begun. Lee adds that the crypto winter than began last October is finally over and that digital assets should continue running higher in the months ahead. ~This episode is sponsored by BTCC~BTCC 10% Deposit Bonus! ➜ https://bit.ly/PBNBTCC00:00 Intro00:10 Sponsor BTCC00:30 Patrick Witt: July 4… a present for America01:00 Tommorrow02:00  Poll03:45 3 key issues05:00 Crypto spring catalyst06:20 Ethics unresolved07:15 Tom Lee: Buzz Lightyear Rally08:30 Tom Lee: Drop then rally11:00 Jobs numbers: Somethings off?12:00 Xi Trump meeting12:45 Mark Cudmore: Meeting bigger than jobs14:15 Smart money sidelined?15:00 Crypto in an AI world16:15 Fees war16:30 CZ: why fees are falling18:00 OCC response19:50 BTC reserve soon?#Crypto #bitcoin #Ethereum~Crypto Spring Begins as CLARITY Approaches

How much momentum is left in this market? Fundstrat's Tom Lee tells us what he's thinking. Plus, Morgan Stanley's Erik Woodring breaks down his first take on Apple's earnings. And, Ed Yardeni tells us if he thinks investors should buy in May. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Michael Saylor's Strategy, the world's largest public Bitcoin holder, added more Bitcoin last week as BTC traded above $77,000. Meanwhile, Bitmine added 101,901 ETH to its treasury, bringing its total digital and cash holdings to a value of $13.3 billion. Chairman Tom Lee describes Ether as a “wartime store of value” that is currently outperforming traditional stocks like the S&P 500.~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 Intro00:10 Sponsor: iTrust Capital01:00 Super Bowl Earnings week02:30 Rate decision this week03:20 Powell Investigation over03:45 CNBC: Powell drama not over05:20 Domino #206:30 FOMC crash?07:00 Arthur Hayes: Driving BTC to $1M10:15 Nothing stops the train11:15 BTC ETF surging11:45 $MSTR moves13:15 Mike Novagratz: Retail is back14:30 ETH x $BMNR17:00 AAVE to TRON17:30 DeFi united18:00 Solana x Western Union19:15 Trump: We're leading w/crypto20:20 June#Crypto #Bitcoin #ethereum~Saylor & Tom Lee Buy More Bitcoin & ETH

Five megacap tech companies report earnings this week. Fundstrat's Tom Lee joins with his market outlook.  And Goldman Sachs' Neil Mehta joins for an energy earnings preview.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Visuals: https://getbehindthebillboard.com/episode-107-alice-goodrich Episode #107 features the wonderful, multi-talented Alice Goodrich from VCCP. We spent a lovely hour discussing Alice's county-level tennis career, her time as a Dior makeup artist, her stint as an internal comms assistant for the British Army and how she served as a stand-in for Gary Barlow of Take That. And incredibly, we found time to discuss her brilliant advertising career :-) We talked at length about Cadbury's Dairy Milk "Made to Share" campaign which is a huge favourite of ours. The campaign, which Alice wrote with Tom Lee, has won gongs galore and is currently running in your local super market. Just head for the choccy section, like Hugh did before the show, to see headlines on bars which double as mini billboards, the wrappers telling stories of everyday life where generous souls are deemed worthy of the largest share of the chocolate. At a basic level, it's a pack shot with a few words on, but once you start reading, you get pulled in. It's incredibly engaging, satisfying, more-ish … much like the chocolate inside. It feels redolent of the first Uncommon BA campaign (500+ executions) in that you just want to see more, being rewarded over and over with great writing. Other brands, clients and members of the public (and this podcast) have started doing their own versions of the wrappers. Once your idea has gone into modern culture, you know you're onto a winner. Huge congratulations to all involved at VCCP, and the team at BulletProof design. We also managed to squeeze in: Bournville, Johnnie Blonde, Dua Lipa, Alice's Dad, Tony Cullingham, Watford College, Wimbledon, Pavement art, Cannes Lions and a few tasty flapjacks. Thanks so much Alice, for so much! Thanks also to Jon for the edit, Adrian and all the gang at Soho Radio and of course huge gratitude to all our sponsors, who make the show possible: Bauer Media Outdoor View2Fill Super Optimal GAS Music

When today's guest was last on the program back in January, he predicted that stocks would soon experience a 15% correction, the precious metals would experience a big pullback, and that oil had found a bottom.He was right.And this was BEFORE the war with Iran broke out.So, how has the war impacted his outlook for the next quarter?To find out, we're fortunate to welcome back to the program Mark Newton, Head of Technical Strategy at market research firm Fundstrat, where he works with its founder Tom Lee.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#marketcorrection #volatility #bullmarket _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Bitcoin is everywhere now: at Cannes, in the New York Times, in the Strait of Hormuz, inside banking conferences, and possibly hiding in a gray box with Casey Affleck. This week, Toner and BTC Ankarino chase the signal through AI-generated movies about Satoshi Nakamoto, Polymarket bets on GTA 6, and the great rebrand where every company suddenly discovers it was an AI company all along. Liquid Death isn't water, it's entertainment. Allbirds isn't shoes, it's logistics AI. Hollywood didn't use CGI, silly—it was always just AI with better craft services.Meanwhile in DC, crypto clarity keeps almost arriving. Wallets may finally escape broker-dealer doom, stablecoin rules keep inching forward, and every app starts looking like it wants a wallet bolted inside. Which brings us to GTA 6: delayed game, or stealth economic operating system waiting for stablecoins, creator shops, on-chain casinos, and full metaverse monetization? If every world has money, every game becomes a bank—and every bank better start acting like Liquid Death.Also: Michael Saylor still isn't selling, Bitmine's Tom Lee screams ETH to the moon while eating unrealized losses, psychedelics get fast-tracked for PTSD, AI hallucinations meet human hallucinations, Bitcoin allegedly becomes the toll road of sanctioned global trade, and Polymarket lets you bet on Jesus returning before 2027 with “credible sources” as the oracle.Show me the money. Show me the wallet. Show me the gray box.

On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick break down: Apple's massive leadership change, bold predictions of an S&P 500 surge, the rise of AI in finance, and why small caps and micro caps are suddenly ripping. This episode is s sponsored by Public and Janus Henderson Investors. Find out more at https://public.com/WAYT Learn more at: ⁠⁠www.janushenderson.com/ Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠ Public Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin is in a bull market right now. Anthony Pompliano breaks down the data — from institutional moves like Morgan Stanley's record ETF launch to Bitcoin's track record across 7 financial crises — and makes the case for why the next all-time high is closer than most people think.====================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.====================0:00 - Intro0:41 - Bitcoin's performance during 7 consecutive financial crises since 20202:13 - Morgan Stanley's record-breaking bitcoin ETF launch3:05 - Charles Schwab turns on direct bitcoin trading3:41 - Strategy's $2B Bitcoin purchase & institutional demand signals4:45 - Bitwise report: under 1% chance of loss holding Bitcoin 3+ years6:11 - The "333" stock market signal & what it predicts for the next 12 months8:05 - Tom Lee: why the next 18–24 months could be the best of our lifetime10:21 - Buying at all-time highs & consumer sentiment vs. asset prices12:45 - The White House, midterm elections & impact on bitcoin14:19 - Final outlook & who will win

Is the Bitcoin bottom finally in? Tom Lee thinks so, calling a turning point after the Iran ceasefire as his firm aggressively accumulates ETH and crypto funds see renewed inflows. At the same time, Morgan Stanley just launched the first major U.S. bank Bitcoin ETF, signaling that Wall Street isn't waiting around—they're already positioning. Meanwhile, stablecoins are projected to reach trillions (even quadrillions) in volume, regulators are stepping in, and new innovations like quantum-resistant Bitcoin tools are reshaping the future of the space. So is this the start of the next bull market—or just another trap before the next move? Learn more about your ad choices. Visit megaphone.fm/adchoices

“What a relief” are the words of the day for the markets following news of the two-week cease fire. So what does it all mean for the investing road ahead? We discuss with Fundstrat's Tom Lee and Goldman Sachs' Meena Flynn. Plus, private credit stocks sat out today's mega-rally. Sycamore Tree Capital's Mark Okada gives us his take. And, top technician Jeff DeGraaf tells us if he thinks the bottom is in for the market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Coinbase Chief Legal Officer (CLO) Paul Grewal has said that the CLARITY ACT deal over stablecoin yields could happen by Friday this week. U.S. Senate candidate John E. Deaton may be our last hope should Democrats sweep midterms.~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: John Deaton, Candidate for United States SenatorDonate To Deaton's Campaign Now!!➜https://johndeatonforsenate.com/00:00 Intro00:10 Sponsor: iTrust Capital00:45 Tom Lee: 90-95% done01:00 Lummis: Markup by Easter02:00 Odds03:30 War ends, is CLARITY back on the docket?05:00 CLARITY before midterms or dead?07:30 Midterm odds08:20 Any hope for democrats pushing CLARITY?10:30 Did David Sacks scam crypto?12:15 LIGHTNING ROUND22:00 Last chance#Crypto #JohnDeaton #Bitcoin~CLARITY Countdown!

Bitcoin traded at $67,950 on Tuesday, up 0.2% over 24 hours, as a wave of optimism over a potential end to the Iran conflict lifted risk assets across the board. Ether rose 1.6% to $2,100, its strongest daily move in weeks.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 Intro00:10 Sponsor: Tangem00:45 Tom Lee: 90-95% done02:00 Cramer: 3 ways this ends03:40 Tom Lee: Fire, ready, aim phase04:40 Tonight05:30 Iran denies ceasefire06:15 Can't leave without opening the Strait of hormuz07:45 Self inflicted Wounds08:30 Gold doesn't believe Trump09:50 Yuan toll booth10:15 Andrei Jikh: Why gold rally not done12:45 Warren Buffet: Waiting on larger move down#Crypto #bitcoin #Ethereum~Sell Off Over Soon?

What is the best way to proceed in this unsettled and uncertain market? We discuss with Blackrock's Rick Rieder. Plus, private credit just moved one step closer to landing in your 401K. Leslie Picker breaks down all the big money details. And, Fundstrat's Tom Lee maps out his playbook for the second quarter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We examine the proposed Clarity Act and its impact on stablecoin yields and crypto finance. Ryan and David discuss geopolitical tensions in Iran and their effects on global markets.  Highlights include Tom Lee's ETH staking venture, the NYSE's stock tokenization, and emerging quantum computing developments. We also touch on Coinbase's stock dip, Tether's auditing, and Fannie Mae's acceptance of crypto as collateral. ---

Stocks jumped after President Trump said talks have happened with Iran. We break down all of those details and latest developments out of Washington. Fundstrat's Tom Lee and CIBC Capital Markets' Chris Harvey tell us how they are navigating these geopolitical uncertainties. Plus, Ashley MacNeill from Vista Equity Partners tells us if she thinks software has been oversold. And, our Closing Bell Headliner – Jeffery Gundlach from DoubleLine Capital. He gives his first take on the Fed decision, the recent market volatility and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the crypto market breaking out or bottoming soon?~This Episode is Sponsored By Coinbase~Earn up to $2K when buying $50 in Crypto➜https://bit.ly/coinbasePBNGuest: Tim Warren, Host of Investing BrozInvesting Broz Youtube ➜ ‪‪  @TimWarrenTrades  Follow on Twitter ➜  @timsta6753   00:00 Intro00:10 Sponsor: Coinbase01:20 Rate cut expectations next week?04:00 Rate hike in 2026?06:00 Tom Lee & Cathie Wood: Market bottom this month07:00 Bitcoin $50K this month?08:00 BTC analysis12:20 Mark Cudmore: It looks very bleak14:00 Stock market collapse soon?17:00 Ceasefire December 31?21:00 ETH rotation?23:40 ETH vs SOL24:45 LIGHTNING ROUND#Crypto #Bitcoin #Ethereum~Crypto Breakout?

Wall Street is choosing Ethereum, and Vivek Raman explains why the institutional flood is already underway, from tokenized assets and stablecoins to DeFi's coming renaissance and ETH repricing as a reserve asset.About Vivek Raman: Co-founder of Etherealize, bridging Wall Street and Ethereum.The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leaders of neo finance. Live from the Empire State Building every week.Timestamps:00:00 Intro01:07 Why Stablecoins Are the First Killer App for Blockchains02:30 Blackrock, Tokenization & the Internet Moment for Finance05:52 The Real ETH Value Thesis 13:37 The Blockchains as Cities Analogy16:18 What Institutions Actually Want From Ethereum18:20 Top 3 Bank Processes Ethereum Replaces20:08 DeFi Valuations & the TAM Explosion23:45 Can DeFi Tokens Outpace L1s?26:24 MicroStrategy for ETH? Tom Lee & the ETH DATs30:18 What Vivek Is Most Excited About in 202532:30 Stablecoin Genius Act & DC StrategyWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbiek__Follow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

Can you trust this rebound? We discuss with Trivariate's Adam Parker and Invesco's Brian Levitt live from FutureProof in Miami Beach, FL. Plus, the drama between Anthropic and the government is heating up. What might it mean for a potential Anthropic IPO? Kate Rooney tells us. And, Fundstrat's Tom Lee gives us his forecast for stocks – and what volatile oil prices could mean for your money. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recession fears for 2026 persist, with J.P. Morgan estimating a 40% probability of a U.S. and global downturn. Concerns are driven by high inflation, rising unemployment, and trade uncertainties, and war in the middle-east.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 Intro00:10 Sponsor: Tangem00:50 Big Week01:30 Oil depot bombed02:00 Trump press conference02:20 Emergency Reserves03:00 Trump 201203:30 CNBC: Sky is the limit04:30 End of March05:00 Not the biggest oil06:00 Trueflation06:30 Recession07:45 Ben Cowen: Fed checkmate09:45 Recession odds10:15 Black Swan priced in?10:40 CNBC: Cracks from financial giants12:40 Cathie Wood: Private market risks15:00 xNASDAQ15:40 Solana RWA16:00 Tom Lee purchases increasing16:30 OGs buying spree17:00 Pokopia17:40 Senate race 202618:15 Texas18:45 How this ends19:45 Ceasefire20:00 Outro#Crypto #Bitcoin #Inflation~Recession Fears Skyrocket!

Bitcoin (BTC) experienced a strong jump during the weekend as the U.S. and Israel killed the Supreme Leader of Iran and bombarded most of the country. War drums tend to be bullish for safe-haven assets. Although Bitcoin has not reacted as such lately, investors may turn to it if things get worse.~This episode is sponsored by BTCC~BTCC 10% Deposit Bonus! ➜ https://bit.ly/PBNBTCC00:00 Intro00:10 Sponsor: BTCC00:50 Market open02:15 This week03:30 Gold surges05:00 4-weeks05:30 Jake Tapper: The Big one is coming06:30 Anthony Scaramucci: capital boycott08:00 Manufacturing vs tourism10:30 Tom Lee: March could be an up month11:50 Tom Lee buys more ETH12:20 S&P never lost a war13:40 March returns14:00 Fed rate hike odds15:00 Trueflation cooked?16:40 Household debt#Crypto #bitcoin #Ethereum~WAR Panic! vs Crypto

Goldman Sachs' Head of Hedge Funds Tony Pasquariello gives us his take on the broader market, big tech, software and much more. Plus, Aswath Damodaran – so-called Dean of Valuation – says he is as cautious as he's been his entire career. And, Tom Lee from Fundstrat helps us wrap up the trading month. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Optimism has plunged to a new all-time low after intense selling pressure overwhelmed recent demand. The decline accelerated after Coinbase's Layer-2 network Base confirmed it is transitioning away from the Optimism OP Stack. Meanwhile, Robinhood jokes at ETHDenver at Coinbases several failed attempts at delivering for their users.~This episode is sponsored by BTCC~BTCC 10% Deposit Bonus! ➜ https://bit.ly/PBNBTCC00:00 Intro00:20 Sponsor: BTCC00:50 Stonk brokers01:20 Stats01:50 ETHDenver: Johan Robinhood on testnet success02:44 Optimism plunges03:30 Optimism dead04:20 ETHDenver: Jesse grilled about BASE app05:30 Base activity crashing06:00 It all started with Virtuals06:30 ETH Denver: Jesse on new BASE07:00 Pay to feature07:45 ETHDenver: Robinhood humiliates BASE chain08:30 Robinhood has a clear focus09:20  Hamid: people don't understand how big this announcement11:30 Tom Lee: why retail investors beat institutions13:20 ETHDenver: SEC joins ethdenver for first time ever14:30 Outro#Crypto #Coinbase #Robinhood~Coinbase Moves To ETH!

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Alright… is this actually the moment to buy the Magnificent 7?You've probably heard it already. “The Mag 7 is bottoming.” “S&P 7300.” “Earnings are strong.” “This is the dip.”But let's slow down for a second.In this video, we sit down and really look at what's happening under the hood. Not the headlines. Not the hype. The charts. The price. The behavior.Because here's the uncomfortable truth… earnings growth sounds impressive, but it does not pay you. Price going up pays you. Price chopping sideways for months while volatility explodes? That just drains you mentally and financially.We walk through Nvidia, Apple, Microsoft, Amazon, Meta, Tesla and ask the real question: are they acting right… or are people just hoping?Here's what we break down together:✅ Why sideways markets with rising volatility are frustrating and dangerous✅ Why “it should go up” is the most expensive phrase in investing✅ How fear and greed actually drive market bottoms✅ Why anchoring to a price target can wreck your returns✅ What defensive sectors like staples are quietly signalingWe also compare tech versus staples and look at where strength is actually showing up. Spoiler alert: it's not always where the crowd is screaming.And if you're serious about timing entries instead of guessing bottoms, this is where OVTLYR becomes powerful. It strips out the noise and focuses on trend, volatility, and behavior instead of opinions.At the end of the day, this is about protecting your hard earned money. Not chasing narratives. Not trusting “bro, this is the bottom.”So… is the Mag 7 bottoming?Watch through and decide. But one thing is clear. If they're going to do incredible things, it probably is not happening in the middle of a nasty downturn.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

In this special, live recording of The Important Part, SoFi's Head of Investment Strategy Liz Thomas asks the question many investors are thinking about: when – if ever – will the markets cool off? She sits down with two of the top critical thinkers in the world of finance: Tom Lee, Co-founder and Head of Research at Fundstrat, and Michael Lewis, the New York Times bestselling author of Moneyball, The Big Short, The Blind Side, and Going Infinite. Together, they work through the most pressing questions facing investors in 2026. Discover why retail investors are outperforming hedge funds, whether gold has peaked, and if Bitcoin's 40% dip signals a crypto winter. Lee explains why the recent AI-driven software tumble could actually reflect corporate productivity gains, while Lewis shares his contrarian gold bet and why he's “long fear.” They tackle the independence of the Federal Reserve under nominee Kevin Warsh, the risks of AI job displacement, and whether the federal government could nationalize failing AI companies. Plus: crypto's Black Swan events and what flash-frozen food teaches us about technological disruption. For more, read Liz's column every Thursday at ⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠ by SoFi⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and follow Liz on Twitter ⁠⁠⁠⁠⁠⁠⁠⁠@LizThomasStrat⁠⁠⁠⁠⁠⁠⁠⁠. Additional resources: ⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠⁠⁠⁠⁠⁠⁠Investing 101 Center⁠⁠⁠⁠⁠⁠⁠⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠⁠⁠⁠⁠⁠⁠Wealth Investing Guide⁠⁠⁠⁠⁠⁠⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠⁠⁠⁠⁠⁠⁠ SoFi.com/Legal⁠⁠⁠⁠⁠⁠⁠⁠. ©2026 Social Finance, Inc. All Rights Reserved.

Can the resumption of risk-on actually last? Fundstrat's Tom Lee, Hightower's Stephanie Link and NewEdge Wealth's Cameron Dawson tell us what they think. Plus – we talk to the team behind a smart basketball system that's looking to shake up the at-home gaming landscape. And, JP Morgan Private Bank's Abby Yoder tells us if she is changing her forecast for stocks given the recent volatility. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Where is the best place to invest with parts of the market at record highs … and others struggling? We discuss with Fundstrat's Tom Lee. Plus, Nancy Davis from Quadratic Capital breaks out her volatility playbook. And, Former Federal Reserve Vice Chair Richard Clarida tells us what today's jobs report could mean for future rate cut hopes. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

China dumping dollars can trigger a global risk‑off, crushing crypto short term; With the Feb.10th CLARITY Act looming, a harsh outcome could amplify that flush.~This episode is sponsored by Uphold~Uphold Get $20 in Bitcoin - Signup & Verify and trade at least $100 of any crypto within your first 30 days ➜ https://bit.ly/pbnuphold00:00 Intro00:10 Sponsor Uphold01:00 Coinbase Superbowl flop01:40 Boos after ad02:30 Sentiment rock bottom03:40 Now04:30 Mohamed El-Erian: Investors must embrace volatility this year06:30 China unloading08:00 Mark Cudmore: This can get bad09:20 Japan sends message10:00 Jeff Park: Bitcoin during war12:00 Warshonomics14:00 Does Bessent have a “soft veto” over the Fed16:00 Weakest Bear Case yet for BTC17:00 Tom Lee buys crash17:50 Tom Lee: V-shape recovery19:20 Mr.Beast x Step App21:00 Shutdown 74% odds21:30 Mooch: CLARITY Act is the gatekeeper23:00 Feb.1024:00 Lauran Dunn: The need to stop insider trading26:20 Hunter Horsely: next 6 months27:20 Outro#crypto #bitcoin #ethereum ⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺Become a supporter of this podcast: https://www.spreaker.com/podcast/the-paul-barron-crypto-show--4747781/support.Join our community!Barron Market Edge (FREE)➜ https://www.paulbarronnetwork.com/barron-market-edge-signupPrivate Telegram Group (FREE) ➜ https://t.me/+nISqoMxrok40NTcxSubscribe on YouTube ✅ https://bit.ly/PBNYoutubeSubscribeX/Twitter

On episode 227 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Fundstrat's Tom Lee to discuss: market headwinds in 2026, why Tom is still bullish, the precious metals rally, the crypto bear market, Tesla's big bet on robots, and much more! This episode is sponsored by Franklin Templeton.  Learn more at https://franklintempleton.com/muniETFs Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Franklin Templeton Disclosure: Before investing, carefully consider a fund's investment objectives, risks, charges and expenses. You can find this and other information in each prospectus, or summary prospectus, if available, at https://franklintempleton.com. Please read it carefully. All investments involve risk, including possible loss of principal. An investor may be subject to the federal Alternative Minimum Tax, and state and local taxes may apply.  Franklin Distributors, LLC. Member FINRA/SIPC. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

What does President Trump's nomination of Kevin Warsh for Fed Chair mean for stocks? We discuss with Professor Jeremy Siegel and Tom Lee from Fundstrat. Plus, Former Fed Vice Chair Roger Ferguson and CNBC's Steve Liesman tell us what the road ahead for the Fed looks like now. Plus, star Apple analyst Erik Woodring gives us his first reaction to that company's results. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

When today's guest was last on the program back in Oct, he predicted stocks would end 2025 at all-time highs.And he was right.But he indicated that he had growing concerns about 2026.So, is he still worried about the year ahead? Or has the situation changed?To find out, we're fortunate to welcome back to the program Mark Newton, Head of Technical Strategy at market research firm Fundstrat, where he works with its founder Tom Lee.In short, Mark sees the S&P dropping by 15-20% this year.To learn why, and which assets he thinks will buck that trend, watch this video.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#marketcorrection #goldprice #silverprice _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Crypto News: Ethereum treasury co BitMine to invest $200M in YouTuber MrBeast's Beast Industries with DeFi plans expected. Interactive Brokers unlocks 24/7 funding with USDC, plans to rollout Ripple RLUSD and PayPal PYUSD stablecoins next week. Coinbase CEO expects market structure bill markup ‘in a few weeks‘.Brought to you by ✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/ 

Bitmine invests $200M in MrBeast's empire. Bitmine Immersion Technologies is dropping $200 million into MrBeast's company. The cash infusion will support its plans to launch a financial services platform leveraging decentralized finance. Is MrBeast going to onboard Gen Z to DeFi? CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily." - This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

Crypto natives entered 2025 with many expectations, but bingo cards likely did not include world leaders launching memecoins. In this first installment of a two part Unchained Special, Ambient Finance founder Doug Colkitt and “Gwart” join to offer a whimsical take on some of the years major happenings as it pertains to crypto. How did an erstwhile dropshipper get in bed with world leaders and convince them to launch memecoins? And did Tom Lee's “good hair” save ETH? Thank you to our sponsor, Walrus! http://walrus.xyz/ Guests: Doug Colkitt, Co-founder of Fogo and Ambient Finance Gwart, Host of The Gwart Show Links: Unchained: Why Lyn Alden Isn't a Fan of Trump's Memecoins, but Neutral on a Strategic Bitcoin Reserve The Chopping Block: Trump's Crypto Shake-Up, Solana's Big Moment, that Changes Everything Why Would Argentine President Javier Milei Protect Kelsier's Hayden Davis? How the $1.5 Billion Bybit Hack Could Have Been Prevented Which Crypto Assets Belong in a Reserve? This VC Says Not XRP and ADA White House Crypto Summit: Two Attendees Share Why It Matters Arthur Hayes and Hanson Birringer on Hyperliquid's Success (And What Could Stop It) Hyperliquid Trader Makes $87M in 70 Days, Loses It In Five The Chopping Block: Tom Lee the New Saylor? DAT Consolidation, Token Wrappers Under Fire Circle, Issuer of the $61.5 Billion USDC, Raises $1.1 Billion in Landmark IPO Why Arbitrum Won Over Robinhood + A $59 Million Polymarket Controversy DAT Stocks Are on Sale. Are They a Buy? Plus, Why Crypto Is Dead Timestamps: