"The Biggest Macro Event Since March”

Congress has officially kicked the crypto market structure bill into 2026, a move that surprises no one but still carries real risk as negotiations drag into an election year shaped by shutdown fights...

18 Dec 202512min

Bitcoin takes another sharp leg down, wiping out leveraged longs and pushing market sentiment firmly into the anger phase of this bear market. Thin liquidity, failed dip-buying on leverage, and contin...

17 Dec 202510min

Today’s episode breaks down a landmark moment for tokenization as the Depository Trust Company receives SEC approval to begin putting US public market securities on chain. The discussion covers what t...

16 Dec 202511min

This Friday Five breaks down a pivotal Fed meeting marked by rare open dissent that signals a splintered FOMC and a far more politicized, harder-to-read monetary path into 2026, including what the new...

13 Dec 202510min

Today’s episode breaks down one of the most contentious FOMC meetings in nearly a decade. A deeply divided Fed delivered a rate cut that may also mark the end of the cutting cycle, with multiple disse...

12 Dec 202510min

Today’s episode breaks down the rough NYSE debut of 21 Capital, whose immediate drop suggests markets are no longer willing to award premiums to companies whose only model is selling shares to buy mor...

11 Dec 202511min

Today’s episode examines Washington’s increasingly public admission that the market-structure bill is stuck, with key senators signaling that negotiations have become frustrating and unlikely to resol...

10 Dec 202510min

A crypto regulatory update looking at why the long-promised market structure bill is likely slipping into next year as negotiators get bogged down in stablecoin yield, conflict-of-interest language, a...

9 Dec 202512min