The Wolf Of All Streets
@scottmelker • 1,085,172 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
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How Bitcoin Can Be Killed For $8 Billion – Duke’s Campbell Harvey 00:00 Intro: 02:34 Why No Recession? 03:10 The Yield Curve Still Works 07:38 Bitcoin & Satoshi’s Vision 10:40 Future of Tokenized Assets 12:15 Bitcoin as a Store of Value 15:00 Why Bitcoin Is Volatile 18:18 Bitcoin vs Gold 20:10 Bitcoin Drawdowns & Recoveries 22:24 Crypto Speculation Is Declining 24:18 $8B Bitcoin Attack 28:25 Ethereum vs Bitcoin Security 32:25 Profiting From a Bitcoin Attack 34:00 Why Alts Stopped Winning 36:52 Tokenized Assets vs Crypto 41:18 Bitcoin Isn’t Digital Gold 42:48 Future of Money 45:20 Future of the Fed 47:50 AI Agents Need Crypto 50:30 Final Thoughts
The Wolf Of All Streets206,748 Aufrufe • vor 6 Tagen
Why Ethereum is catching a real tailwind right now "Ethereum looks like it's poised to outperform here, at least all the way up to this area, and probably higher. There's a lot of tailwinds after Vitalik came out with his capitulatory messaging on the ETH foundation and we're just another node. Obviously you've got BitMine out there and Tom Lee and all these guys" "Let's be honest, you can be bearish on ETH all you want, but Robinhood chain is a layer two on ETH, and I think people are probably discounting how important Robinhood chain is. They have tens of millions of users who now can just click a button, not really know they're doing crypto stuff, and do crypto stuff" "Memecoins are exploding there again, predicted. I think it's going to probably become one of the major competitors"
The Wolf Of All Streets80,954 Aufrufe • vor 3 Tagen
"You're BlackRock and you send JP Morgan money from one bank account to another. Would you want everybody to be able to see that?" "A lot of these chains, seeing the success of Canton and others, realize that institutions are not going to participate in crypto unless privacy is a given. Privacy, or we could even call it confidentiality in this case, like developing confidential transfers" "The problem with public blockchains is that you may not know it's my bank account and your bank account, but everybody can see where some money was sent, and with any decent onchain analysis, probably tie that to you. Institutions can't do that. The largest institutions on the planet need to know their transactions are completely confidential" "Ethereum Foundation researchers are launching an institutional grade privacy system called ETH Systems. They're developing confidential transfers, private bond issuance, privacy preserving identity, and confidential settlement systems designed specifically for institutional users"
The Wolf Of All Streets71,040 Aufrufe • vor 3 Tagen
Duke Professor Campbell Harvey explains why a 51% Bitcoin attack has become profitable and feasible today "Why would you spend billions investing in mining equipment, take over the network, but then the price of Bitcoin collapses to zero, so you spend all this money to get nothing? The only way to justify it was a nefarious geopolitical entity, a country or organization wanting to do havoc, thinking it might spill over into the main financial system. That's the only way it made sense until a couple of years ago" "The difference today is the derivatives markets, these markets are highly liquid. What you want to do is simultaneously during the attack take a short position in Bitcoin, and with a short the ideal outcome is if the asset goes to zero. You'd have to do this offshore because it's blatant market manipulation, but it's feasible to launch a profitable attack. I contrast this with gold, there's no risk I can think of that the price of gold goes to zero"
The Wolf Of All Streets124,931 Aufrufe • vor 6 Tagen
"The significance for Bitcoin is that Saylor basically just surrendered. Strategy has gone from the biggest buyer to the biggest seller" Peter Schiff on why Strategy turning seller flips the entire Bitcoin market "He can hide and say we're still a net buyer. He's not. He's gonna be a net seller now. He needs to sell Bitcoin to pay the dividends on the preferreds, to raise the reserves, to cover the interest and principal on the debt, and to buy back stock. He sold preferreds at 100, why not buy them back at 80?" "I don't see how the market is gonna absorb this shift where the biggest buyer becomes the biggest seller. And it's not just Strategy. A lot of people bought knowing Strategy was gonna buy. That was their comfort, their safety buyer. There's a bid in the market, they're gonna keep buying, so I'm gonna buy on his coattails" "Now the markets are anticipating Strategy as a seller. It's gonna be the reverse. Strategy is gonna sell, let me get out first"
The Wolf Of All Streets281,892 Aufrufe • vor 19 Tagen
"Bitcoin's probably going towards 10,000, and we need to get MicroStrategy Saylor stopped out. There's only one thing that matters for him right now, Bitcoin has to go up" Mike McGlone on why crypto is in a severe bear market that's just getting started "Cryptos are in a severe, serious bear market and it should continue. Part of it is because we've got a lot of smart people who are not seeing the forest through the trees. The number one thing is rapidly advancing technology, which is bearish because there's an unlimited supply of cryptos" "Now we have to purge those, and we're just getting started. Bitcoin's just one of them. The fact that it's done what it's done this year is a good indication it's probably going towards 10,000" "There's only one thing that matters for Saylor right now, Bitcoin has to go up. And it's going down despite the stock market going up"
The Wolf Of All Streets167,696 Aufrufe • vor 12 Tagen
Saylor just proved to the SEC and S&P that the Bitcoin actually backs the products "He sold $216,000,000 worth of Bitcoin and covered a quarter of dividends for all the preferreds plus an extra month for some of them" "He can sell less than half a percent of his stack at any given time and cover every single obligation he has for three to four months" "The SEC wants to see that. And the S&P wants to see that the Bitcoin is actually backing these products"
The Wolf Of All Streets145,745 Aufrufe • vor 11 Tagen
When you criticize Saylor, remember who the fuck you’re dealing with.
The Wolf Of All Streets305,815 Aufrufe • vor 23 Tagen
WATCH NOW: "I'm Buying Bitcoin Like Crazy" - Grant Cardone 0:00 Coming Up 01:28 Big Bank: "You'll Disrupt The Industry" 03:29 Why The REIT Model Is Broken In 2026 05:13 Starwood + Bitcoin Could've Avoided Gating 06:48 Three Bitcoin Per Apartment: The Hybrid Deal 08:25 Bitcoin Crashed, Competitors Fled. Good. 09:00 Bitcoin's Biggest Challenge: Explaining It 12:29 The $115 Speaking Gig That Got Me Into Bitcoin 14:40 Bitcoin Should Be $150K to $180K Today 15:53 Rising Costs, Frozen Rents: Real Estate Squeeze 19:39 Institutions Will Adopt BTC Real Estate Hybrids 20:50 "Saylor Called My First Deal A P*ssy"
The Wolf Of All Streets318,299 Aufrufe • vor 28 Tagen
"All the doomsayers assumed he had no access to capital markets, and that if he sold his Bitcoin, Bitcoin would plummet like a rock. In two weeks he's disproven the entirety of the mega bear case" Dave on how Saylor quietly dismantled the entire bear case in two weeks "The market cares about two things. One, what's going to be the value of their Bitcoin reserve, and two, does he have access to capital markets" "What have we learned the last two weeks? We've learned that he could sell Bitcoin and the price could rise and go up. And he's not even buying. And we learned that he could access capital markets without touching Bitcoin and raise cash if he needs to" "Basically what he's done in the last two weeks is disproven the entirety of the mega bear case, the disastrous circle, the flush down the drain"
The Wolf Of All Streets57,587 Aufrufe • vor 5 Tagen
Kalshi's Bitcoin market reveals 54% of people think Bitcoin is going below $50,000 "Bitcoin price at the end of 2026, people think it's gonna be real bad. The majority of this is clustered all the way below current price. Some people think we might get to 75, but nobody really thinking that we go higher" "How low will Bitcoin get this year? 63% think below 55. 54%, a majority of people betting with their actual United States dollar, think that Bitcoin's going below $50,000. Below 45, 42%, that's still a lot to me" "People are betting actual money, below 30, below 40 thousand dollars, 31%. Tells me that very few people believe that this market is bottoming at all"
The Wolf Of All Streets82,978 Aufrufe • vor 8 Tagen
The DTCC just used tokenized securities in live transactions, and says its entire process will be tokenized by the end of 2026 "The DTCC is the clearinghouse for effectively every single transaction that you do, $4.7 quadrillion in volume every single year. When we talk about T plus two settlement or T plus one settlement, it's the DTCC that is clearing all of those, and it has historically been the reason that it's a relatively slow process. That is not the case anymore" "Tokenization stopped being a crypto conference promise yesterday. The institution that actually clears Wall Street used it in real transactions. They converted securities held at their depository into tokens and used them in live production transactions" "This was their first test that they promised they would be doing in late 2025. In case you missed that at the end of last year, they got a no action letter from the SEC saying they could do it. The next day they announced that they would be doing it with Stellar and Canton Network and others, and that this was the future"
The Wolf Of All Streets26,571 Aufrufe • vor 2 Tagen
"In my opinion the Ethereum network is much more secure in the long term. There's no obvious way to do a Bitcoin-like attack on it" Duke Professor Campbell Harvey on why you can't pull off the Bitcoin attack on Ethereum "This is important because most tokenized assets reside on either the Ethereum blockchain or Ethereum compatible blockchains. But Ethereum has a different method, there's no mining anymore, it's proof of stake. You'd need to take over at least a third of the existing Ethereum, and that turns out to be really hard to do" "Much of the Ethereum is staked, there's a huge queue to go into staking and not much to actually come out. About 65% of the supply is available to unstake, so to get a third you have to buy over half of the existing supply. That's going to be very expensive and would drive the price of Ether up dramatically" "The same trade we talked about for Bitcoin, where you buy the equipment and short the Bitcoin, doesn't work for Ethereum. Because you're buying the Ether, and then if you're selling, it's a wash. So there's no obvious way to do a Bitcoin-like attack on the network"
The Wolf Of All Streets59,726 Aufrufe • vor 6 Tagen
Bitcoin Holders NEVER NEED To Sell – Here’s What They Do Neil Steinhardt from Nexo US 0:00 Why Crypto Lending Is Back 1:47 Why Borrow Against Bitcoin Instead of Selling? 2:58 How Big Is the Crypto Lending Market? 4:54 Institutions, Stablecoins & OpenUSD 6:25 Why Regulation Is Bringing Institutions Back 8:08 What Makes a Crypto Lender Safe? 9:35 How Nexo Protects Customer Assets 11:18 Nexo's Products & U.S. Expansion 13:49 Why the Clarity Act Matters 16:50 Who Uses Crypto-Backed Loans? 18:42 Zero Interest Loans & Buying Without Selling Bitcoin 20:10 Loan-to-Value, Liquidation & Risk Management 22:24 Nexo's F1 Partnership & Brand Growth 24:12 Why Nexo Is Expanding Across the U.S. 27:12 Can Traditional Banks Compete? 30:22 Why Crypto Lending Is Just Getting Started
The Wolf Of All Streets67,501 Aufrufe • vor 7 Tagen
$475 million in Iranian Central Bank USDT has now been frozen since the war started "We've had a very smiley and happy Bessent telling you about all of the foreign assets they've frozen of the Iranian Central Bank since the war started. A huge chunk of that was in crypto. Before, it was reported as roughly a half billion dollars in assets had already been frozen" "In this case, it's 131 million in wallets that had received 165 million. This adds to the previous 344 million in USDT that was frozen. So that gives us 475 million just in USDT that has been frozen" "To be clear, the Central Bank has been on the OFAC sanctions list, I believe, since 2019. There's nothing new here except that they're identifying new wallets on new chains and now are actively freezing them since the war started"
The Wolf Of All Streets23,402 Aufrufe • vor 2 Tagen
Japan just cut crypto taxes from 55% to 20% and cleared the path for spot ETFs "Japan passed its key bill recognizing crypto as a financial product, lowering tax rates" "So this is finally done. Both houses passed amendments to the Financial Instruments and Exchange Act, reclassifying crypto as a financial product, which cuts taxes from 55% to 20%, lays the groundwork for spot ETFs, which they still don't have, and new insider trading rules" "So Japan's very sensible legislation here will treat Bitcoin properly. You will no longer get charged 55% for spending in Bitcoin"
The Wolf Of All Streets29,474 Aufrufe • vor 3 Tagen
"Can you imagine if the Hyperliquid people had rolled in with Gary Gensler? They'd be getting sued like 15 times over already" "It really shows you just how different the new regime is, and how unprecedented what we're seeing at the United States government right now is, for how all of this is being treated"
The Wolf Of All Streets28,986 Aufrufe • vor 3 Tagen
"I think Visa is just coping here when they say that all of us are going to need to transact still peer-to-peer using credit cards" "They're saying that most of your small transactions, let's call it sub $1, are going to be handled by an agent on your behalf. You won't know what they're doing, they'll just be out there doing it" "I'm going to be honest, I think they're going to do some of the bigger transactions too" "We've already actually seen some evidence of this. Visa reports that X402, which was originally created by Coinbase but is now stewarded by the Linux Foundation, has already done 109.6 million transactions from AI agents with $15 million in volume, in roughly a year since they launched at the beginning of the summer of 2025"
The Wolf Of All Streets20,184 Aufrufe • vor 2 Tagen
!["What matters isn't BIP 110 ... what people really care about isn't spam ... it's can the Bitcoin network get its shit together to defend against quantum" Dave on what people are really worried about beyond the BIP 110 debate "Where is the value, where are people looking? The new narrative on Ethereum is it's a safer network and it'll be quantum resistant and faster" "The narrative on Bitcoin is there's a BIP 110 debate. At the end of the day, and I'm oversimplifying, what matters isn't BIP 110, what matters is the process" "Can the Bitcoin network get its shit together to defend against quantum, and can they defend against theoretical attacks like the one that Duke professor you quoted [51% attack with short perps position] last week talked about"](https://image.24vids.com/tw-2076663414412530042/amplify_video_thumb/2076661664917970944/img/u1MWj3N78TPCF-2v.jpg)
"What matters isn't BIP 110 ... what people really care about isn't spam ... it's can the Bitcoin network get its shit together to defend against quantum" Dave on what people are really worried about beyond the BIP 110 debate "Where is the value, where are people looking? The new narrative on Ethereum is it's a safer network and it'll be quantum resistant and faster" "The narrative on Bitcoin is there's a BIP 110 debate. At the end of the day, and I'm oversimplifying, what matters isn't BIP 110, what matters is the process" "Can the Bitcoin network get its shit together to defend against quantum, and can they defend against theoretical attacks like the one that Duke professor you quoted [51% attack with short perps position] last week talked about"
The Wolf Of All Streets41,038 Aufrufe • vor 5 Tagen