The Chopping Block: Is Strategy the Luna for Suits?, ETH Labs Shakeup & CME vs Perps
The crew debates whether Saylor's STRC preferred shares are "Luna for suits," unpacks the ETH Labs spin-out and Ethereum Foundation layoffs, breaks down the CME's lawsuit against the CFTC to kill dome...
25 Kesä 1h 4min
Are Perpetuals Swaps or Futures? The CME Picks a Fight
Three years ago, Chris Perkins sat across from Terry Duffy in Congress and made the case for perpetuals. Duffy pushed back — hard. Now Duffy's CME is suing the very regulator that finally allowed them...
24 Kesä 11min
How Digital Credit Assets like STRC and SATA Differ from Bitcoin or DAT Stocks
Was Michael Saylor wrong to sell Bitcoin? Matt Cole breaks from his fellow critics on Strategy, S&P's junk rating on MSTR, and whether the model is breaking. =========================================...
23 Kesä 56min
Why Kalshi's John Wang Says Perps Are 'the Most Pure Trading Instrument'
Kalshi just brought crypto perps to the US, targeting a $90 trillion offshore market. Its Head of Crypto, John Wang, explains the bet, the risks, and who Kalshi is actually competing with. ==========...
19 Kesä 48min
Why Fable's Shutdown Is a Warning for Every AI Lab: Uneasy Money
The government export-controlled Anthropic's best model. Kain, Luca, and Taylor debate whether Dario talked his way into it and what the shutdown means for every AI lab. =============================...
19 Kesä 1h 14min
Why Pandl Calls Gold and Bitcoin Buys Here
Zach Pandl, Head of Research at Grayscale Investments, argues that speculative retail flows, not geopolitical fundamentals, drove the recent gold and Bitcoin selloffs. His read: momentum chasing built...
19 Kesä 7min
Why AI Censorship and Reg NMS Repeal Matter for Crypto Markets: DEX in the City
The federal government pulled Anthropic's Fable 5 offline with no public process — and Jessi Brooks makes the case it's a crypto chokepoint story, not just an AI one. Thanks to our sponsor! 👉...
18 Kesä 54min
The Chopping Block: SpaceX IPO Mania, Fable 5 Export Controls & The AI Privacy Fight
The crew breaks down the SpaceX IPO's crypto-like low float dynamics and Hyperliquid's price prediction, debates accredited investor laws and failed tokenized stock allocations, dives into Fable 5's e...
18 Kesä 1h 14min
