The Wolf Of All Streets
@scottmelker • 1,084,410 subscribers
The Wolf Of All Streets | The Daily Wolf On @YahooFinance | Media Host | Author | Markets | Hot Takes | Bitcoin | Married up to @emimelker ALL CAPS = news team
Shorts
Videos
How to Survive a Financial Apocalypse | Paolo Ardoino 🤖 00:00 Tether Is Becoming More Than a Stablecoin 03:00 KPMG Audit Answers 12 Years of Tether Criticism 05:22 Will Tether Be Audited Every Year? 09:51 Why Tether Hedges the Dollar With Bitcoin 12:10 Why Tether Owns Bitcoin, Gold and Farmland 13:45 Why Gold Still Matters More Than Bitcoin Globally 15:45 Why Bitcoin Is Still Too Early for the World 18:58 Tether Could Become a Top 5 Buyer of U.S. Treasuries 20:34 How Stablecoins Decentralize U.S. Debt Ownership 23:44 Will AI Eventually Do Everything for Us? 26:18 Why the Global AI Race Is Moving So Fast 28:28 Tether’s Plan to Become a “Stable Company”
The Wolf Of All Streets150,772 views • 2 days ago
Bitcoin Started the Move - These Altcoins Could Deliver the REAL Returns | Ran Neuner 00:00 Why This Bitcoin Cycle Could Be Massive 02:08 Did Crypto Boredom Mark the Bottom? 04:47 Why This Looks Like Bitcoin’s 2023 SVB Breakout 07:23 Wall Street Starts Rotating Back Into Bitcoin 14:19 Bessent Goes to War With the Bond Market 18:21 Will the Clarity Act Actually Pass? 20:15 Why This Could Be an Altcoin Cycle 21:35 ETH/BTC Breaks a Nine-Year Downtrend 22:03 AI Agents Could Drive the Onchain Economy 23:49 The Case for an Altcoin Supercycle 25:21 Which Altcoins Actually Have Upside? 26:18 Have Solana and Ethereum Won the L1 War? 27:35 The Next Crypto Winners Will Be Applications 33:18 The Biggest Lesson From Previous Crypto Cycles 35:26 Ran Reveals His Crypto Portfolio 41:00 How to Actually Take Profits This Cycle 41:35 Avoiding Crypto VC Deals 43:09 Why Conviction Beats Getting Early Access 44:27 STRC, Michael Saylor and Strategy’s Next Move 46:39 Final Thoughts
The Wolf Of All Streets205,654 views • 3 days ago
Ran Neuner says the L1 war is over, and Solana and Ethereum won it "L1 war is finished. In other words, I think Solana's won it. Solana and Ethereum have won it." "When I say Solana and Ethereum won it, Solana's won it, and then Ethereum with Base and Robinhood has basically won it. So the two big onboarding vehicles in crypto, one in crypto, one in real world assets, now playing this." "I wouldn't really invest in any other L1s, because I just don't think there's any upside in L1s."
The Wolf Of All Streets150,301 views • 3 days ago
Bitcoin Just Entered a NEW Regime - "Everything Changed" | Tushar Jain, Cofounder - Multicoin 0:33 The 2016 moment that started Multicoin 2:17 Losing big on EOS, then leading Solana's seed 4:33 Why you should never own your tenth best idea 5:22 Why Hyperliquid keeps taking share 7:18 He was a Zcash bear for years 8:00 Satoshi did not build this to move dollars 12:23 AI just killed blockchain pseudonymity 15:35 A Swiss bank account in your pocket 17:53 Monero for privacy vs Zcash for the narrative 20:25 What actually happened with the Zcash bug 23:59 Why reacting in the moment never works 25:51 The heuristic that calls every bottom 26:56 A regime change, not a bounce 29:43 The deficit spiral is the bull case
The Wolf Of All Streets234,154 views • 5 days ago
Tether CEO Paolo Ardoino explains QVAC, Tether's AI product for people who can't afford OpenAI and Anthropic "In 2026, when we launch our first AI product, we don't go to all the people that are using today OpenAI and Anthropic services. Those people have already access to the financial industry anyway, because they can pay for a subscription." "So Tether goes to all the people that cannot be served by the traditional financial system, because these people are very excluded, and since they are excluded, they cannot even afford an OpenAI or Anthropic subscription." "Tether is building an open source AI stack called QVAC. It's optimized for small large language models and can run on every single device, from a very basic cheap smartphone to a laptop." "We design AI tools that can run locally, without the need of a connection, because these people most of the time cannot even pay for a connection subscription."
The Wolf Of All Streets20,251 views • 13 hours ago
Andrew says boomers matter more than bombs at this point "Nobody will shut up about rates. Two months ago nobody would shut up about the Strait of Hormuz. Two months before that, nobody would shut up about Iran. Two months before that, nobody would shut up about something else. And yet the markets just go up or stay at or near all time highs." "Why? Because ETFs exist and boomers exist, and boomers matter more than bombs at this point." "Boomers have learned and understand that even if there's a war, even if there's a crazy person in the presidency, even if Congress is a bunch of eunuchs that can't get anything done, I'll just put more money into the markets via ETFs, because all it does is go up."
The Wolf Of All Streets20,010 views • 15 hours ago
London Stock Exchange partnered with Kraken to put its 100 largest stocks onchain "London Stock Exchange partnered with Payward, Kraken's parent company, to put the 100 largest LSE listed stocks on blockchain rails. They're doing this through xStocks, which is the existing product that Kraken has, and those tokens are backed one for one by shares held in custody." "There are a lot of ways people are doing tokenized stocks. This is arguably the right way. You're going to be able to trade around the clock across exchanges, self custody wallets and onchain applications. You'll be able to take yield and do all the things you can do with every other asset onchain." "This is really an innovation across the board when these assets start to be tokenized and used within DeFi. But importantly for the London Stock Exchange, this could provide access to these UK listed equities in more than 110 countries." "Most places on planet Earth do not have access to the companies on the London Stock Exchange, and now they will."
The Wolf Of All Streets18,591 views • 14 hours ago
What Bitcoin Borrowers Are Telling Us About the Market - Mauricio Di Bartolomeo from Ledn 00:00 Bitcoin Jumps 20% as Sentiment Flips 01:20 What Lending Data Says About the Bottom 04:28 What Happens to Bitcoin Loans After a Big Rally 05:42 How Auto Top Up Protects Bitcoin-Backed Loans 08:31 How Bitcoin Loan Liquidations Actually Work 12:04 Why Gold’s Biggest Problem Is Geography 14:02 Tokenized Gold Could Do What Stablecoins Did for the Dollar 16:17 How Stablecoins Changed Lives in Venezuela 18:37 Borrowing Against Tokenized Gold 20:36 Who Will Actually Use Tokenized Gold? 21:48 Is Bitcoin’s Bear Market Finally Over? 22:28 Final Thoughts
The Wolf Of All Streets133,299 views • 6 days ago
"Hyperliquid is what Ethereum wanted to be" Santi on why the flows should come out of Ethereum, not Bitcoin "When you have the opportunity to buy HYPE at what, an 8 billion market cap, it's not real for you because of how much the founders hold. So it's an 8 billion dollar protocol. Pump is a three or four billion dollar protocol, not even. Ethereum is like 300." "So I don't necessarily need to believe that flows come in from Bitcoin. Help me rationalize why there's a 300 billion. Flows can come from Ethereum into Hyperliquid." "Ethereum was cranking out like $40 million of revenue a day during the NFT and DeFi summer days. That's like $18 billion of annualized run rate revenue, if you will. Of course you should never run rate, and that's the reckoning that probably Jason talks about." "But now Ethereum is going to make less money this year than Hyperliquid and Pump, and it's like 50 to 100 times larger."
The Wolf Of All Streets85,152 views • 4 days ago
"The last big trade is usually the last big trade, not the next big trade" Mike McGlone on why he'd be short Bitcoin, gold and silver here "The key bias I'm looking at is the sentiment of people looking at the last big trade and not remembering that. That is, currency debasement, got to buy Bitcoin, got to buy gold. My headline tomorrow will be former studs turning to duds, they're complete duds right now." "You look at all that hiking priced in the market, 50 basis points, you don't want to buy risk assets in that environment." "Gold is the most highly correlated to the stock market almost ever with it going up, and we know Bitcoin is highly correlated. To me this is where the trading year of a lifetime might be kicking in." "The number one thing I'm worried about is copper. That's the one that looks to me just like Bitcoin and gold did a few months ago, it's ready to dump just like those did."
The Wolf Of All Streets33,226 views • 1 day ago
Robinhood Chain hit $989 million in daily DEX volume and is now out-earning Ethereum in fees "Robinhood Chain, predictably I think, is absolutely exploding. They have such a big name, so many customers, so much interest in the crypto space." "They've launched Robinhood Chain, which is a layer two on Ethereum that's part of the Arbitrum stack using their technology. Arbitrum has gone up recently as a result." "This is now the largest L2, arguably, by volume on Ethereum, and has even surpassed Ethereum itself, even though it's a layer two, in fees gathered over the past 24 hours." "A lot of that is because of memecoins. But not just memecoins, tokenized stocks have absolutely exploded here on Robinhood Chain."
The Wolf Of All Streets16,919 views • 13 hours ago
Why Holding Your Own Private Keys May No Longer Be Enough | Jonathan Brockmeier, OKX CCO 00:00 Crypto’s Custody Crisis After the Coldcard Hack 00:47 Self-Custody vs. Centralized Exchanges 02:26 How Exchanges Stop Suspicious Transactions 05:21 Why Crypto Scams Are Bigger Than Hacks 07:44 AI Is Making Crypto Scams More Dangerous 08:12 Deepfakes and Impersonation Scams 09:14 How AI Is Detecting Crypto Fraud 11:30 How to Secure Crypto on an Exchange 13:22 Why SMS 2FA Is No Longer Enough 14:21 What Happens After Major Crypto Data Leaks 15:19 How Regulated Exchanges Protect Customers 19:16 Why Stolen Crypto Is Easier to Trace Than Cash 19:56 The Era of Trust Is Over 20:23 Final Thoughts on Crypto Security
The Wolf Of All Streets30,131 views • 1 day ago
PODCAST COMING SOON Paolo Ardoino 🤖 breaks down a future with 10 billion humans, 10 billion robots and a trillion AI agents, how Tether may emerge as a strategic asset, and whether Bitcoin can become the world's reserve currency. Full Episode Drops Tomorrow
The Wolf Of All Streets61,624 views • 3 days ago
$80 billion erased from Bitcoin treasury companies, with 43 of the 50 largest trading below where they announced "What has two thumbs and told you copying Strategy was going to be a terrible idea for all these companies? This guy. Been saying it for a year and a half, and sadly my opinion on what was going to happen is coming true." "The combined market cap of the 50 largest Bitcoin treasury companies has fallen from approximately $150 billion in July of 2025, when this was all the hype, to $67 billion. More than $80 billion has been erased from the trade." "43 of the 50 companies now trade below where they were when they announced their Bitcoin strategy. And 35 have fallen by at least 50%, out of 50." "In July, the 50 largest treasury companies became net Bitcoin sellers, selling approximately 2,500 Bitcoin more than they purchased."
The Wolf Of All Streets31,787 views • 1 day ago
Mike on the difference between being bearish and actually being short "There's a difference between being bearish and to say sell or to be short. I was bearish crude oil around 60, and then something changed, and it gave you a chance to sell above 100. There's a big difference between your position and your view and what you're doing." "I've been bearish Bitcoin since too early, late 2024, and you've had some opportunities to sell. This, to me, is a tremendous opportunity to sell." "60 was great support, we pointed that out forever. At 77, I still consider myself short to you, Dave, at 78. We'll just use end of the year kudos to win or lose on that." "To me, that's where you have to define the difference between the trend and the trade."
The Wolf Of All Streets31,537 views • 1 day ago
Binance is adding options on 1,000 US stocks and ETFs, and Americans can't use it "This isn't tokenized stocks. Options on 1,000 US stocks and ETFs is massive news. Eligible users can purchase calls and puts and receive the underlying shares when contracts are exercised." "This is all through Binance's Abu Dhabi regulated broker dealer, routed through US registered Alpaca Securities for execution, clearing, settlement and custody. And this is not available to Americans." "If there's one thing I know about us in America when it comes to fun, it's that we hate it when it comes to financial markets. We can't do anything." "Binance already provides eligible international customers access to more than 7,000 US listed stocks and ETFs, but adding options is a huge move. Binance's TradFi perpetual volume reached $433.4 billion just during August, approximately 15 times what they did in January."
The Wolf Of All Streets15,836 views • 13 hours ago
Trump Jr's firm led a $1 billion Polymarket raise while he also advises Kalshi "1789 Capital is putting in about $300 million, adding to a roughly $200 million stake, as the prediction market's valuation rises from $15 billion to $21 billion." "Interestingly, Polymarket is not available still officially in the United States, which is surprising considering they have backing from the Trump family." "But Trump Jr is an advisor to Polymarket here, not just an investor, but also an advisor to their direct and largest competitor, Kalshi, who is available in the United States." "That's like literally me being on the board of McDonald's and Burger King."
The Wolf Of All Streets15,165 views • 13 hours ago
Prediction Markets Are a $100 BILLION Annual Revenue Opportunity | CJ (晨杰) from Limitless 00:00 Why Onchain Prediction Markets Are Exploding 02:53 The Regulatory Battle Over Prediction Markets 04:00 Federal Regulation vs State Gambling Laws 05:29 Are Prediction Markets Gambling or Derivatives? 06:16 What Limitless Is Building Onchain 06:31 Why Up-Down Markets Became So Popular 07:34 Sports, Esports and Live In-Game Markets 08:45 PAX Markets and Limitless’ Global Strategy 09:14 The Push to Launch a Regulated US Exchange 11:45 The Limitless Token and Community Ownership 15:31 The $100 Billion Prediction Market Opportunity 16:40 What Limitless Could Look Like in Five Years 17:58 Why Institutional Investors Care About Hedging 18:16 What Users Can Trade on Limitless Today 19:11 Building AI Trading Agents on Limitless 19:32 F1 Markets and Closing Thoughts
The Wolf Of All Streets74,326 views • 4 days ago
Tether CEO Paolo Ardoino says Tether's stablecoin tech made US treasuries safer than TradFi ever could "The ownership of U.S. treasuries from an antagonistic country is not a great thing for the United States, because you have a single decision maker that can press a button and sell hundreds of billions of dollars of U.S. treasuries from one day to another. That is something that, in my opinion, is very scary." "What Tether created, when it comes to stablecoins and stablecoin technology, is the first time that U.S. treasuries became decentralized owned. We created the decentralized ownership of the U.S. debt, with 650 million people that today basically are holding some U.S. treasuries, and they will not wake up all together one single morning and decide to sell that debt." "Throughout all these decades of quote-unquote financial innovation by the classic guys in traditional finance, they never could come up with this solution that actually makes the U.S. debt safer for the United States itself as an issuer."
The Wolf Of All Streets48,468 views • 2 days ago
"Only about 61% of the common stock they sold this week went to purchase Bitcoin" Here's where the other 39% of Strategy's raise went: "They raised $602 million and bought $370 million worth of Bitcoin. It was divided four ways. $370 million bought Bitcoin, $151 million repurchased STRC shares, working very hard to push that back up to par at $100. $50.7 million paid STRC dividends, and they already have over $5 billion saved for that." "The fact that they're paying them in real time and have it saved means your concerns about STRC should be over. And they used $30 million to increase the USD cash, so they actually added to the cash reserve while buying Bitcoin." "The remainder supported the preferred stock structure and their liquidity."
The Wolf Of All Streets28,854 views • 1 day ago