Strategy Changes Everything… Again! #CryptoTownHall

Strategy Changes Everything… Again! #CryptoTownHall

In this crypto town hall show, Dave, Scott, and Peter Schiff discuss Michael Saylor and Strategy’s new manifesto and market reaction. Topics include Strategy’s long-term Bitcoin appreciation bet with no near-term selling or buying, 25-month reserves via preferreds, share repurchases, dividends, and capped BTC sales. They analyze MSTR outperforming in BTC rallies but lagging in flat markets, STRC as high-yield debt tied to future Bitcoin price, and dismissal of 2022-style forced liquidation waves. Crypto sentiment covers retail exodus and fear versus net platform buys and Solana’s surprising strength and adoption. Ethereum foundation shifts are noted. The core debate examines token economics and valuations: Bitcoin as unmatched digital gold with superior security and global PoW access, versus utility tokens on Ethereum, Solana, Hyperliquid, single-use chains, and compute tokens potentially accruing value through fees, tokenization, or agentic commerce — or remaining narrative-driven distortions like the internet bubble, without real economics flowing to holders per DTCC-style analogies. Regulatory challenges around the Howey test and token pass-through are touched on, alongside a light Dogecoin versus Bitcoin exchange. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Jaksot(1858)

Bitcoin To $10K Or $20K? Schiff + McGlone Live (Macro Monday)

Bitcoin To $10K Or $20K? Schiff + McGlone Live (Macro Monday)

Bitcoin just had its WORST ETF month in history — $4.1 BILLION pulled in June, with BlackRock's IBIT alone accounting for $3 billion — while gold is holding $4,000 even as the US and Iran traded fresh...

29 Kesä 1h 13min

Bitcoin's Next Buyer Isn't Human - Yat Siu

Bitcoin's Next Buyer Isn't Human - Yat Siu

Yat Siu of Animoca Brands lays out his provocative thesis that AI agents — not humans — will drive the next crypto bull run, creating hundreds of billions of autonomous wallets transacting on chain th...

28 Kesä 31min

11 Million BTC Underwater… Capitulation or Opportunity? #CryptoTownHall

11 Million BTC Underwater… Capitulation or Opportunity? #CryptoTownHall

11 million Bitcoin underwater...capitulation or opportunity? Today's panel explains why the stat is overstated due to custodial ETF and exchange holdings where transfers no longer signal real ownershi...

26 Kesä 53min

Bitcoin CRASHES Below $58K As Saylor's MSTR Hits A 28-Month Low

Bitcoin CRASHES Below $58K As Saylor's MSTR Hits A 28-Month Low

Bitcoin just hit its lowest level since October 2024 — dipping as low as $58,000 with US spot Bitcoin ETFs seeing RECORD investor flight. The bear catalysts are stacking faster than any point this cyc...

26 Kesä 27min

Bitcoin Just Flashed A Major Bottom Signal Last Seen In 2022

Bitcoin Just Flashed A Major Bottom Signal Last Seen In 2022

Bitcoin just set an all-time pain record - 10.83 MILLION BTC are now held at a loss per Glassnode, matching the exact setup that marked cycle bottoms in 2019, 2020, and 2022. But the bull signal lands...

25 Kesä 29min

DeFI TVL Drops, As Crypto Market Sinks. what’s next? #CryptoTownHall

DeFI TVL Drops, As Crypto Market Sinks. what’s next? #CryptoTownHall

In this cloudy Las Vegas morning crypto space, Dave and insiders unpack Ethereum’s Foundation shakeup and the rise of new decentralized teams. They break down the broad market correlation and 20% drop...

24 Kesä 58min

Bitcoin SHATTERED A $6B ETF Record – $10.6B Friday Expiry Hits

Bitcoin SHATTERED A $6B ETF Record – $10.6B Friday Expiry Hits

Bitcoin is staring down its biggest day of the week: a $10.6 BILLION Deribit options expiry Friday with nearly 80% of positions out-of-the-money, clustered around a $60K put and $80K call — meaning th...

24 Kesä 29min

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