Why Saylor's 'Inoculate' Comment May Be a Signal He'll Sell More Bitcoin
About 80% of STRC holders are retail investors. Glenn Cameron walks through the prospectus, how Saylor's public claims differ from the reality, and why Strategy has no good options. =================...
9 Kesä 1h 7min
What Two DOJ Cases Reveal About the Legal Risks of Prediction Markets: Bits + Bips
Steve Sosnick on the ratchet effect in equities, the AI bandwidth parallel, Kevin Warsh’s impossible first week, and why crypto is the unsexy trade right now. --- Thank you to our sponsor! Coinbase...
7 Kesä 46min
Is Polymarket's Oracle Problem Getting Out of Hand? - Uneasy Money
Circle froze $12M in a DeFi pool on a Friday court order, trapping users who had nothing to do with the dispute. . Polymarket couldn't resolve a Strategy market. And MegaETH's apps are defecting. Noth...
5 Kesä 1h 11min
Why Mike Dudas Has Zero Exposure to ETH, but Is Bullish on Hyperliquid
Mike Dudas holds zero ETH and sees Hyperliquid as crypto's Tether moment. He also has a clear framework for what makes a token worth buying. ======================================================== ...
5 Kesä 36min
Why MSTR Should Have Sold $2 Billion Instead of $2 Million of Bitcoin
Jeff Dorman on why Strategy's four stakeholder classes are all losing, and why Saylor should have sold $2B of Bitcoin at once instead of $2.5M. =======================================================...
5 Kesä 35min
The Chopping Block: Ethereum's Inflection Point w/ Joe Lubin on DATs, CROPS, AI-Driven Exploits, Quantum Threats, and CFTC's Perps
Joe Lubin makes the bull case for Ethereum amid a sea of bearishness. The panel dissects Saylor selling Bitcoin for the first time in four years, the meaning behind 9 senior EF departures, Justin Drak...
4 Kesä 1h 2min
CFTC Approves True Perps and Agentic Finance Gets Real: DEX in the City
The CFTC reclassified perps as futures. Katherine and Jessi parse what the ruling actually permits and what it means for Hyperliquid. Plus: if your AI agent gets scammed, who pays? Thanks to our sp...
3 Kesä 50min
Bits + Bips: How the Dimon vs. Armstrong Clash Reveals Crypto at Peak Political Power
Strategy sold BTC. Can its preferred dividend stack survive without Bitcoin growing at least 11.5% year? Plus, they cover Jamie Dimon calling Brian Armstrong “full of shit.” --- Heads up! If you ...
3 Kesä 1h
