The Wolf Of All Streets

In this episode, Scott and the panel discuss the quick downturn in the crypto markets on the news that Iran ceasfire is over. At the same time, the stablecoin competition between USDT and USDC is heating up, with USDC quietly handling a majority of on-chain transactions, a point highlighted by a recent Visa report. As we consider the implications of institutional adoption and the need for clearer regulations, there's a consensus that the upcoming month is crucial for the Clarity Act, which could influence market dynamics significantly. The introduction of innovative privacy solutions, such as those being developed by Zama, promises to enhance confidentiality in on-chain finance, addressing the growing demand for secure transactions. With expectations that on-chain finance may soon encompass trillions, the future of crypto appears poised for a resurgence, especially if institutions can navigate the balance between privacy and compliance effectively.

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Bitcoin fell below $62K after renewed U.S.-Iran tensions triggered a broader risk-off move across markets. We break down the macro forces driving Bitcoin, why Japanese companies are adding BTC to their treasuries as the yen weakens, and what it means for the market.

We also discuss Robinhood chain hot start, Strike's no-liquidation Bitcoin-backed loans, Morgan Stanley's AI outlook, and why Bitwise CIO Matt Hougan believes this correction is a healthy deleveraging process, forming the bottom for higher prices in the fall.

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Bitcoin is back above $63K despite Michael Saylor selling 3,588 BTC ($216M), weak equity markets, and record ETF outflows. We discuss whether Bitcoin is showing genuine relative strength, if Strategy's selling has finally been priced in, and why the recovery in STRC could restart Strategy's Bitcoin buying engine just as the macro backdrop begins to improve.

We also cover the $7 trillion AI debt building behind the AI boom, why Chinese AI models are putting pressure on OpenAI and Anthropic, the sharp selloff in South Korean semiconductor stocks despite record Samsung earnings, and President Trump's latest comments suggesting Bitcoin could eventually be added to Trump Accounts.

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In this episode, Dave and the panel analyze MicroStrategy’s surprise Bitcoin sale and how it dismantled forced-seller and sole-buyer narratives, with the market showing resilience from the lows. Joined by Gary, Lou, Michael, and Jamie, they critique altcoin treasury companies holding hundreds of thousands of BTC but lacking viable models or revenue to token holders, creating zombie projects and exhausted leadership without catalysts. Contrasting this with Bitcoin’s hard money thesis amid fiat expansion, they examine Ethereum and Solana’s user growth versus challenges delivering value to holders, similar to utility protocols. The discussion covers on-chain spam from inscriptions, governance debates on filtering, misaligned miner and holder incentives, quantum concerns, and the need for greater professionalism to overcome immaturity and attract institutional capital. They conclude Bitcoin remains underpriced with strong long-term prospects as digital gold.
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In today's Macro Monday, we break down why Bitcoin may be entering the final stages of its correction. Spot Bitcoin ETFs have started seeing inflows again after record outflows, miner stress has reached historically rare capitulation levels, and the market continues to absorb selling from Strategy without breaking key support.

We also discuss why the macro backdrop may finally be shifting in Bitcoin's favor. Hedge funds just recorded their biggest tech selloff since 2016, expectations for Fed rate cuts are rising after weak jobs data, gold is rallying despite ETF outflows, and investors are beginning to ask whether capital is rotating out of AI and back into store-of-value assets like Bitcoin and gold.

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