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IS SAYLOR ABOUT TO IMPLODE & IS MEMORY A BUBBLE? full discussion with Kyle Soska below: 02:32 The Memory Industry's Has Finally Arrived 09:30 The AI Trade IsTopped? 13:54 Crypto Guys have a superpower in AI 23:50 Micron Is Out of Room to Grow 28:55 The Robot Industrial Revolution...

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"I haven't sold a single sat." Michael Saylor (Michael Saylor) is Executive Chairman of Strategy, the largest corporate holder of Bitcoin on earth. While crypto twitter blamed him for the correction over a 32-coin sale, he sat down with me in Prague and explained why Bitcoin is really lagging and why it has almost nothing to do with Bitcoin. "We bought 175,000 Bitcoin this year, which is like 20% of all the Bitcoin ever bought. We sold 32. 32 works out to be two basis points." We cover: - Why Bitcoin is lagging while the S&P prints all-time highs, the "massive AI black hole" pulling capital out of crypto - Why he thinks the money rotates back by Q4 - The 32-BTC sale, the scapegoat dynamic, and why he hasn't sold a sat of his own - Why a 50% drawdown is normal, the 2022 one was 75% - The Apple and Amazon adoption curve, and the "Warren Buffett moment" he says is still coming - What actually happens to Strategy if Bitcoin stalls for 40 years - Why he believes being irrelevant is the only thing worse than being hated Thanks to Michael for coming on New Era Finance Podcast. Highlights: 00:00 - Intro 00:25 - Bitcoin Is Now Digital Capital 03:30 - Digital Credit, Invented In 12 Months 07:40 - Why Bitcoin Is Lagging The Market 12:15 - The Apple & Amazon Comparison 18:30 - Did Saylor Sell His Bitcoin? 21:00 - We Bought 175,000. We Sold 32. 25:00 - Defending The Credit & The Equity 29:30 - What If Bitcoin Stalls For 40 Years? 33:00 - The Warren Buffett Moment Is Coming 37:00 - Being Hated vs Being Irrelevant
40:09

"I haven't sold a single sat." Michael Saylor (Michael Saylor) is Executive Chairman of Strategy, the largest corporate holder of Bitcoin on earth. While crypto twitter blamed him for the correction over a 32-coin sale, he sat down with me in Prague and explained why Bitcoin is really lagging and why it has almost nothing to do with Bitcoin. "We bought 175,000 Bitcoin this year, which is like 20% of all the Bitcoin ever bought. We sold 32. 32 works out to be two basis points." We cover: - Why Bitcoin is lagging while the S&P prints all-time highs, the "massive AI black hole" pulling capital out of crypto - Why he thinks the money rotates back by Q4 - The 32-BTC sale, the scapegoat dynamic, and why he hasn't sold a sat of his own - Why a 50% drawdown is normal, the 2022 one was 75% - The Apple and Amazon adoption curve, and the "Warren Buffett moment" he says is still coming - What actually happens to Strategy if Bitcoin stalls for 40 years - Why he believes being irrelevant is the only thing worse than being hated Thanks to Michael for coming on New Era Finance Podcast. Highlights: 00:00 - Intro 00:25 - Bitcoin Is Now Digital Capital 03:30 - Digital Credit, Invented In 12 Months 07:40 - Why Bitcoin Is Lagging The Market 12:15 - The Apple & Amazon Comparison 18:30 - Did Saylor Sell His Bitcoin? 21:00 - We Bought 175,000. We Sold 32. 25:00 - Defending The Credit & The Equity 29:30 - What If Bitcoin Stalls For 40 Years? 33:00 - The Warren Buffett Moment Is Coming 37:00 - Being Hated vs Being Irrelevant

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Bitcoin BREAKOUT Could Be Just the Start - AI May Reallocate $50 TRILLION | Bill Barhydt 00:00 Bitcoin Finally Breaks Out 01:12 Why Trump’s Policies Are Bullish for Bitcoin 05:22 The U.S. Debt Problem and the Battle With China 08:12 Why Trump Wants Lower Rates 11:59 Is Bitcoin’s Four-Year Cycle Still Alive? 15:55 Trump, Hyperliquid and the Future of Perps 17:38 Why Everything Is Becoming Tradable on Crypto 19:30 Bill Reveals What Abra Is Building Next 22:34 Where the Yield on Bitcoin Actually Comes From 26:44 The Financialization of Crypto Is Here 28:02 What Comes After Tokenization 32:57 The $50 Trillion Wealth Reallocation 33:26 Will AI Replace Financial Advisors? 35:30 Why 24/7 Markets Need AI 36:40 Bitcoin’s Role in an AI-Driven Financial System 39:09 Ethereum vs. Solana and the Future of Blockchains 42:00 What Happens When AI and Crypto Truly Merge? 46:06 Will Humans Eventually Merge With AI? 47:54 “AI Is Never Going to Be Dumber Than It Is Now” 49:02 Are Million-Dollar Bitcoin Targets Still Realistic? 49:38 Why Bitcoin Could Become the World’s Pristine Collateral
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Bitcoin BREAKOUT Could Be Just the Start - AI May Reallocate $50 TRILLION | Bill Barhydt 00:00 Bitcoin Finally Breaks Out 01:12 Why Trump’s Policies Are Bullish for Bitcoin 05:22 The U.S. Debt Problem and the Battle With China 08:12 Why Trump Wants Lower Rates 11:59 Is Bitcoin’s Four-Year Cycle Still Alive? 15:55 Trump, Hyperliquid and the Future of Perps 17:38 Why Everything Is Becoming Tradable on Crypto 19:30 Bill Reveals What Abra Is Building Next 22:34 Where the Yield on Bitcoin Actually Comes From 26:44 The Financialization of Crypto Is Here 28:02 What Comes After Tokenization 32:57 The $50 Trillion Wealth Reallocation 33:26 Will AI Replace Financial Advisors? 35:30 Why 24/7 Markets Need AI 36:40 Bitcoin’s Role in an AI-Driven Financial System 39:09 Ethereum vs. Solana and the Future of Blockchains 42:00 What Happens When AI and Crypto Truly Merge? 46:06 Will Humans Eventually Merge With AI? 47:54 “AI Is Never Going to Be Dumber Than It Is Now” 49:02 Are Million-Dollar Bitcoin Targets Still Realistic? 49:38 Why Bitcoin Could Become the World’s Pristine Collateral

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Our full conversation with Erik Voorhees 2:54 The first Bitcoin meetup 4:20 Selling Satoshi Dice for 125,000 BTC 8:47 What is Venice AI 9:30 The AI privacy problem nobody's talking about 14:37 Why crypto is still cool 16:05 Debating SBF before FTX collapsed 19:28 Thoughts on Michael Saylor 20:35 The dollar going to zero 23:40 Venice's dual token model 29:33 DeFi summer 31:15 His take on Hyperliquid 36:30 Why learning AI matters 49:05 A world where agents outnumber humans 53:45 Master AI or join the permanent underclass
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Our full conversation with Erik Voorhees 2:54 The first Bitcoin meetup 4:20 Selling Satoshi Dice for 125,000 BTC 8:47 What is Venice AI 9:30 The AI privacy problem nobody's talking about 14:37 Why crypto is still cool 16:05 Debating SBF before FTX collapsed 19:28 Thoughts on Michael Saylor 20:35 The dollar going to zero 23:40 Venice's dual token model 29:33 DeFi summer 31:15 His take on Hyperliquid 36:30 Why learning AI matters 49:05 A world where agents outnumber humans 53:45 Master AI or join the permanent underclass

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42,284 Aufrufe • vor 3 Monaten

I sat down with Jordi Visser to discuss why bitcoin is down 50%, whether the bear market is over, why he's still buying through the dip, how AI agents will drive bitcoin adoption, and why the rotation from AI hardware to human software is the biggest investment opportunity right now. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:45 - Why bitcoin is down 50% & is the bear market over? 6:48 - What would convince Jordi to sell his bitcoin? 9:07 - Bitcoin as the S&P 500 of crypto 14:02 - Why bitcoin is safer than any company past 2030 17:45 - Bitcoin volatility vs. the stock market 22:22 - The five-layer AI stack & where revenues are missing 26:22 - Token budgets & the shift to specialized AI 35:10 - Are LLMs now commoditized? 40:30 - Peptides as the API key for the human body 49:24 - Healthcare, entitlements & the future outlook 55:12 - Jordi’s upcoming video & final thoughts
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I sat down with Jordi Visser to discuss why bitcoin is down 50%, whether the bear market is over, why he's still buying through the dip, how AI agents will drive bitcoin adoption, and why the rotation from AI hardware to human software is the biggest investment opportunity right now. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:45 - Why bitcoin is down 50% & is the bear market over? 6:48 - What would convince Jordi to sell his bitcoin? 9:07 - Bitcoin as the S&P 500 of crypto 14:02 - Why bitcoin is safer than any company past 2030 17:45 - Bitcoin volatility vs. the stock market 22:22 - The five-layer AI stack & where revenues are missing 26:22 - Token budgets & the shift to specialized AI 35:10 - Are LLMs now commoditized? 40:30 - Peptides as the API key for the human body 49:24 - Healthcare, entitlements & the future outlook 55:12 - Jordi’s upcoming video & final thoughts

Anthony Pompliano 🌪

286,011 Aufrufe • vor 3 Monaten

Veteran crypto investor Michael Terpin reveals that he isn’t convinced $BTC has found its bottom yet, suggesting there could still be more downside ahead, with prices potentially falling into the $40,000 range. “One of the defining hallmarks of the bottom is that it doesn’t pop back. You have to be very judicious to catch the top.” #TRADESECRETS 00:00 – Intro 01:10 – Is Bitcoin about to fall further? 03:45 – When is the Bitcoin supercycle coming? 07:25 – Understanding Bitcoin's four market seasons 09:40 – When could Bitcoin hit $1 million? 13:40 – Why Bitcoin bear markets last about a year 14:30 – How much downside is left for Bitcoin? 16:50 – What unexpected events could kill the Bitcoin supercycle 22:30 – Why narratives drive the altcoin market 27:20 – How to make money in altcoins right now 33:35 – Will AI crypto tokens make a comeback? 36:50 – Why crypto holders should avoid ETFs 40:30 – What does a $1 million Bitcoin world look like? 42:45 – Bitcoin's worst-case price next cycle
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Veteran crypto investor Michael Terpin reveals that he isn’t convinced $BTC has found its bottom yet, suggesting there could still be more downside ahead, with prices potentially falling into the $40,000 range. “One of the defining hallmarks of the bottom is that it doesn’t pop back. You have to be very judicious to catch the top.” #TRADESECRETS 00:00 – Intro 01:10 – Is Bitcoin about to fall further? 03:45 – When is the Bitcoin supercycle coming? 07:25 – Understanding Bitcoin's four market seasons 09:40 – When could Bitcoin hit $1 million? 13:40 – Why Bitcoin bear markets last about a year 14:30 – How much downside is left for Bitcoin? 16:50 – What unexpected events could kill the Bitcoin supercycle 22:30 – Why narratives drive the altcoin market 27:20 – How to make money in altcoins right now 33:35 – Will AI crypto tokens make a comeback? 36:50 – Why crypto holders should avoid ETFs 40:30 – What does a $1 million Bitcoin world look like? 42:45 – Bitcoin's worst-case price next cycle

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Legendary Investor Ric Edelman - Best #Crypto Investing Strategy in 2026 DURING #Bitcoin Crash Epic conversation! Enjoy 👇 TimeStamps: 00:00 Intro 01:30 Background 05:38 Actual Reason Crypto Is Crashing 10:07 How To Spot The Bitcoin Bottom 11:17 40% Crypto Portfolio Allocation 13:37 Bitcoin To $500,000 by 2030 16:55 Ethereum Outlook 19:50 Tom Lee's Bitmine & Michael Saylor's MSTR 23:00 The Truth About Crypto 24:41 Biggest Fear (The 4th Turning) 28:17 Markets Into Midterms 30:46 Clarity Act Catalyst? 32:17 Top Altcoin 2026
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Legendary Investor Ric Edelman - Best #Crypto Investing Strategy in 2026 DURING #Bitcoin Crash Epic conversation! Enjoy 👇 TimeStamps: 00:00 Intro 01:30 Background 05:38 Actual Reason Crypto Is Crashing 10:07 How To Spot The Bitcoin Bottom 11:17 40% Crypto Portfolio Allocation 13:37 Bitcoin To $500,000 by 2030 16:55 Ethereum Outlook 19:50 Tom Lee's Bitmine & Michael Saylor's MSTR 23:00 The Truth About Crypto 24:41 Biggest Fear (The 4th Turning) 28:17 Markets Into Midterms 30:46 Clarity Act Catalyst? 32:17 Top Altcoin 2026

Altcoin Daily

110,671 Aufrufe • vor 7 Monaten

BITCOIN AND ALTCOINS: UNBELIEVABLE!!!!! (most important signal) 00:00 ETH and SOL back in Bull Trend! 01:30 Best entry is when bull starts 02:30 Many left BEHIND! 03:00 Sign up to Bullmania, follow the rules 03:40 Market update on bullish trend coins 04:30 Crypto buffet loading 05:30 Many alt in Bullmania bull trend! 10:15 Life changing money loading 11:30 Saylor AI Fighter Jet Ad 12:15 Saylor AI Animal Ad 13:20 Saylor AI Burger Ad 14:00 Saylor AI French Art Ad 15:05 Bessent financial war against Iran 17:05 Phantom has dropped SUI! 21:20 Sign up to free Bullmania newsletter 21:45 Join waitlist 22:00 Q an A 22:05 SOL? Buy Bull Trend 26:45 Do flips mean its bullish for years? 32:00 ADA? 32:45 SPX6900? 35:10 PENGU? 38:00 Too early for memes? 40:00 Join Bullmania to know trends 41:10 Last cycle coins? 45:40 Watches? 46:50 Time piece? 47:30 Cookie? 47:50 KASPA 48:30 Sellers V Buyers? 51:30 LTC? 54:30 SNEK? 58:15 OUTRO
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BITCOIN AND ALTCOINS: UNBELIEVABLE!!!!! (most important signal) 00:00 ETH and SOL back in Bull Trend! 01:30 Best entry is when bull starts 02:30 Many left BEHIND! 03:00 Sign up to Bullmania, follow the rules 03:40 Market update on bullish trend coins 04:30 Crypto buffet loading 05:30 Many alt in Bullmania bull trend! 10:15 Life changing money loading 11:30 Saylor AI Fighter Jet Ad 12:15 Saylor AI Animal Ad 13:20 Saylor AI Burger Ad 14:00 Saylor AI French Art Ad 15:05 Bessent financial war against Iran 17:05 Phantom has dropped SUI! 21:20 Sign up to free Bullmania newsletter 21:45 Join waitlist 22:00 Q an A 22:05 SOL? Buy Bull Trend 26:45 Do flips mean its bullish for years? 32:00 ADA? 32:45 SPX6900? 35:10 PENGU? 38:00 Too early for memes? 40:00 Join Bullmania to know trends 41:10 Last cycle coins? 45:40 Watches? 46:50 Time piece? 47:30 Cookie? 47:50 KASPA 48:30 Sellers V Buyers? 51:30 LTC? 54:30 SNEK? 58:15 OUTRO

Ivan on Tech 🍳📈💰 Head Trader @ Bullmania

58,437 Aufrufe • vor 24 Tagen

"Blaming this crash on 32 coins is like blaming a hurricane on a guy who spits in the ocean" "Bitcoin did not drop 6% because Saylor sold 32 coins. We have a 10% drop in 48 hours, 12% on the week, $200 billion in crypto market cap gone. A lot of people saying the February 60K bottom is back in place" "32 coins is a couple million bucks. Bitcoin daily spot volume is 20 to $50 billion a day. Saylor sold 32 Bitcoin over five days. We're talking about 0.005% of one day's volume" "Clearly Saylor's sell did not have a massive impact here. Maybe there's a bigger narrative there, but the sale itself that everybody's talking about should largely be irrelevant"
0:58

"Blaming this crash on 32 coins is like blaming a hurricane on a guy who spits in the ocean" "Bitcoin did not drop 6% because Saylor sold 32 coins. We have a 10% drop in 48 hours, 12% on the week, $200 billion in crypto market cap gone. A lot of people saying the February 60K bottom is back in place" "32 coins is a couple million bucks. Bitcoin daily spot volume is 20 to $50 billion a day. Saylor sold 32 Bitcoin over five days. We're talking about 0.005% of one day's volume" "Clearly Saylor's sell did not have a massive impact here. Maybe there's a bigger narrative there, but the sale itself that everybody's talking about should largely be irrelevant"

The Wolf Of All Streets

95,281 Aufrufe • vor 3 Monaten

Bitcoin Is Built For The Economy Nobody Sees Coming | Mark Moss 00:00 Why Everyone Is Positioned for the Wrong Economy 01:22 Bitcoin’s 20% Breakout and the Regime Change 02:07 What the Whales Were Doing Before Bitcoin Exploded 06:12 Druckenmiller Rotates From AI Into Bitcoin 13:04 Why Bessent’s Treasury Intervention Matters 15:18 Why Higher Rates May Not Kill This Economy 17:15 Could U.S. GDP Growth Hit 6%? 22:52 Can the U.S. Handle $40 Trillion of Debt? 24:56 Building a New Long-Term Bitcoin Price Model 28:59 Why Fed Rate Cuts May Not Matter 31:06 Where Bitcoin Fits Into the AI Boom 36:06 Mark Moss Reveals His New Bitcoin Model 40:24 Why a $1 Million Bitcoin Isn’t Crazy 45:29 What Bitcoin Treasury Companies Got Wrong 50:44 Saylor, STRC, and Strategy’s Next Move 55:57 Is the Bitcoin Bottom Finally In?
58:13

Bitcoin Is Built For The Economy Nobody Sees Coming | Mark Moss 00:00 Why Everyone Is Positioned for the Wrong Economy 01:22 Bitcoin’s 20% Breakout and the Regime Change 02:07 What the Whales Were Doing Before Bitcoin Exploded 06:12 Druckenmiller Rotates From AI Into Bitcoin 13:04 Why Bessent’s Treasury Intervention Matters 15:18 Why Higher Rates May Not Kill This Economy 17:15 Could U.S. GDP Growth Hit 6%? 22:52 Can the U.S. Handle $40 Trillion of Debt? 24:56 Building a New Long-Term Bitcoin Price Model 28:59 Why Fed Rate Cuts May Not Matter 31:06 Where Bitcoin Fits Into the AI Boom 36:06 Mark Moss Reveals His New Bitcoin Model 40:24 Why a $1 Million Bitcoin Isn’t Crazy 45:29 What Bitcoin Treasury Companies Got Wrong 50:44 Saylor, STRC, and Strategy’s Next Move 55:57 Is the Bitcoin Bottom Finally In?

The Wolf Of All Streets

100,907 Aufrufe • vor 5 Tagen

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
50:38

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 Streets

207,917 Aufrufe • vor 2 Monaten

My discussion with Michael Saylor on the Red Wave's impact on Bitcoin and broader crypto, America’s Manifest Destiny in cyberspace through a U.S. Bitcoin Reserve, the role of digital assets like stablecoins & tokens, MicroStrategy’s success as a Bitcoin treasury company and Bitcoin as digital capital versus digital currency. This was the most comprehensive conversation I have had with Michael, let us know what you think. Timecodes: 00:00 Bitcoin price jump, Red Wave 3:02 Trump on Bitcoin 9:18 Bitdeer Technologies Group 10:13 Saylor's message to voters who wanted Blue Wave 11:50 U.S. Strategic Bitcoin Reserve 28:03 Digital capital vs. digital currency 41:29 Crypto Renaissance 58:57 Empowerment through Bitcoin 1:00:14 MicroStrategy 1:13:42 "You can't buy Bitcoin fast enough." 1:27:42 Learning about genetics, life 1:30:38 Michael Saylor is an engineer 1:32:49 Michael Saylor's earliest memory 1:34:51 Not everyone will win with Bitcoin
1:35:44

My discussion with Michael Saylor on the Red Wave's impact on Bitcoin and broader crypto, America’s Manifest Destiny in cyberspace through a U.S. Bitcoin Reserve, the role of digital assets like stablecoins & tokens, MicroStrategy’s success as a Bitcoin treasury company and Bitcoin as digital capital versus digital currency. This was the most comprehensive conversation I have had with Michael, let us know what you think. Timecodes: 00:00 Bitcoin price jump, Red Wave 3:02 Trump on Bitcoin 9:18 Bitdeer Technologies Group 10:13 Saylor's message to voters who wanted Blue Wave 11:50 U.S. Strategic Bitcoin Reserve 28:03 Digital capital vs. digital currency 41:29 Crypto Renaissance 58:57 Empowerment through Bitcoin 1:00:14 MicroStrategy 1:13:42 "You can't buy Bitcoin fast enough." 1:27:42 Learning about genetics, life 1:30:38 Michael Saylor is an engineer 1:32:49 Michael Saylor's earliest memory 1:34:51 Not everyone will win with Bitcoin

Natalie Brunell ⚡️

817,089 Aufrufe • vor 1 Jahr

E156: Matt Hougan from – $6.5M Bitcoin and the strongest Solana setup ever? This might be the most bullish yet rational episode we’ve done on the future of crypto: why debasement, institutional flows & tokenization are just getting started. Timestamps: 0:00 Introduction 2:01 Matt’s Last Episode Popped Off 3:59 At Least 10x Left On The Crypto Marketplace? 4:36 Why Is Bitcoin Still Early 5:43 Who Are You 6:22 Two Ways To Win Framework With Bitcoin Explained 8:32 Where Does This 10x For Gold Come From 11:09 Partnerships: Jupiter KAST 11:45 Why Is A Higher Price In Gold Bullish For Bitcoin 12:49 Matt’s Portfolio Regarding Gold, Bitcoin, & Crypto 13:56 How Does 1 Bitcoin Reach $6.5 Million In 20 Years 15:03 How Could This Thesis Be Wrong 20:09 Why Hold Gold If Bitcoin Outperforms Massively 20:27 Wise & Boring vs Unwise & Exciting 21:40 Two Bets On Solana Explained 25:11 Confusion With Crypto Investing Explained 26:30 Why Matt Is Bullish On Solana Especially When Considering Other Blockchains 28:32 Why Institutional Investors Love Solana’s ETFs 30:00 Does Solana Have The Best Setup 30:31 How Big Could Solana Get In 10 Years 31:20 Partnerships: Paradex Zashi is now Zodl Mantle 33:19 Does This Same Bullishness Apply Across Gold & Bitcoin 34:34 Which Asset Could Be The Next Bitcoin Or Solana 35:35 Why It’s Important To Push For Institutional Adoption With Bitcoin 37:13 Is Your View Still Holding Bitcoin, Bitcoin, Bitcoin? 38:27 What’s The Deal With Ethereum 39:18 Underestimating Sovereigns Buying Bitcoin In Size In 2026, Why This Matters 40:58 Why Is The Speed Of Tokenization & Stable Coin Growth Important 42:14 Partnerships: Trezor Sui 43:06 Debasement Of The Current Fiat System Explained 45:44 Dollar Devaluation In The Last 5 Years 46:16 Debasement Trading Will Be More Popular In 2026 48:00 How Do I Get Rich With Crypto In 2026 49:14 Alpha & Long Term Trends Build Wealth In Crypto 55:23 One Thing To Remember From Conversation
57:30

E156: Matt Hougan from – $6.5M Bitcoin and the strongest Solana setup ever? This might be the most bullish yet rational episode we’ve done on the future of crypto: why debasement, institutional flows & tokenization are just getting started. Timestamps: 0:00 Introduction 2:01 Matt’s Last Episode Popped Off 3:59 At Least 10x Left On The Crypto Marketplace? 4:36 Why Is Bitcoin Still Early 5:43 Who Are You 6:22 Two Ways To Win Framework With Bitcoin Explained 8:32 Where Does This 10x For Gold Come From 11:09 Partnerships: Jupiter KAST 11:45 Why Is A Higher Price In Gold Bullish For Bitcoin 12:49 Matt’s Portfolio Regarding Gold, Bitcoin, & Crypto 13:56 How Does 1 Bitcoin Reach $6.5 Million In 20 Years 15:03 How Could This Thesis Be Wrong 20:09 Why Hold Gold If Bitcoin Outperforms Massively 20:27 Wise & Boring vs Unwise & Exciting 21:40 Two Bets On Solana Explained 25:11 Confusion With Crypto Investing Explained 26:30 Why Matt Is Bullish On Solana Especially When Considering Other Blockchains 28:32 Why Institutional Investors Love Solana’s ETFs 30:00 Does Solana Have The Best Setup 30:31 How Big Could Solana Get In 10 Years 31:20 Partnerships: Paradex Zashi is now Zodl Mantle 33:19 Does This Same Bullishness Apply Across Gold & Bitcoin 34:34 Which Asset Could Be The Next Bitcoin Or Solana 35:35 Why It’s Important To Push For Institutional Adoption With Bitcoin 37:13 Is Your View Still Holding Bitcoin, Bitcoin, Bitcoin? 38:27 What’s The Deal With Ethereum 39:18 Underestimating Sovereigns Buying Bitcoin In Size In 2026, Why This Matters 40:58 Why Is The Speed Of Tokenization & Stable Coin Growth Important 42:14 Partnerships: Trezor Sui 43:06 Debasement Of The Current Fiat System Explained 45:44 Dollar Devaluation In The Last 5 Years 46:16 Debasement Trading Will Be More Popular In 2026 48:00 How Do I Get Rich With Crypto In 2026 49:14 Alpha & Long Term Trends Build Wealth In Crypto 55:23 One Thing To Remember From Conversation

MR SHIFT 🦁

48,555 Aufrufe • vor 7 Monaten

NEW: Founder who called Bitcoin early says this is NOT a bear market. Yves Choueifaty & Alexandre Laizet ⚡️ explain what Saylor is really doing: 📌 1694 Bank of England model 📌 Why owning MSTR makes YOU the STRC issuer 📌 100M millionaires. 21M Bitcoin. Do the math. Watch ⚡️ TIMESTAMPS: 00:00 Cold Open 01:49 Bitcoin ISN'T In A Bear Market? (Volatility Discussion) 07:13 Bitcoin's Value During Geopolitical Tensions 12:46 Bitcoin, Treasuries & Historical Context of Private Banking 23:41 Digital Capital & Credit vs Digital Money Framing 30:09 mNAV & Speculation: MSTR vs. Traditional Companies 35:48 The Power of STRC: Saylor Is Issuing Perpetual Credit 40:05 The Opportunity of Buying At mNAV Less Than One 43:45 Alexandre On Strategic Growth For Bitcoin Treasury Companies 51:54 Stretch Is The Future Of Money
58:52

NEW: Founder who called Bitcoin early says this is NOT a bear market. Yves Choueifaty & Alexandre Laizet ⚡️ explain what Saylor is really doing: 📌 1694 Bank of England model 📌 Why owning MSTR makes YOU the STRC issuer 📌 100M millionaires. 21M Bitcoin. Do the math. Watch ⚡️ TIMESTAMPS: 00:00 Cold Open 01:49 Bitcoin ISN'T In A Bear Market? (Volatility Discussion) 07:13 Bitcoin's Value During Geopolitical Tensions 12:46 Bitcoin, Treasuries & Historical Context of Private Banking 23:41 Digital Capital & Credit vs Digital Money Framing 30:09 mNAV & Speculation: MSTR vs. Traditional Companies 35:48 The Power of STRC: Saylor Is Issuing Perpetual Credit 40:05 The Opportunity of Buying At mNAV Less Than One 43:45 Alexandre On Strategic Growth For Bitcoin Treasury Companies 51:54 Stretch Is The Future Of Money

BitcoinTreasuries.NET

17,526 Aufrufe • vor 6 Monaten

Instinct is the AI assistant every VC is chasing. Its founder, Noah Shinn, co-wrote Reflexion, one of the earliest agentic frameworks with MIT's Ashwin Gopinath. Noah chose to build agents for individuals. Ashwin quietly went the other way and founded Sentra to bring memory to enterprise agents. Sentra is now the company brain of a $12B public company-- 18,000 employees, and the CXOs start their day on it. Nothing like it exists in public. I sat down with Ashwin at Land's End in San Francisco before any of this was revealed. We got into: •Why memory is not a knowledge base •Why organizational memory is easier to build than individual memory •Why he thinks the AI race is nowhere near over •Who's actually accountable when AI gets something wrong •What worries him about his daughter growing up unable to tell AI from a person 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Meet Ashwin at Land's End (00:48) What Sentra Builds (03:53) Why Agents Need Memory (06:44) Memory vs. Knowledge Base (08:38) Why Org Memory Works (13:02) Who's Accountable When AI Gets It Wrong (15:36) Humans Becoming AI (18:52) The AI Race Is Not Over (29:43) Choosing the Right Team (36:10) The AI Transition and Perspective (39:34) Kids Growing Up With AI (46:09) Agency as the Edge
48:54

Instinct is the AI assistant every VC is chasing. Its founder, Noah Shinn, co-wrote Reflexion, one of the earliest agentic frameworks with MIT's Ashwin Gopinath. Noah chose to build agents for individuals. Ashwin quietly went the other way and founded Sentra to bring memory to enterprise agents. Sentra is now the company brain of a $12B public company-- 18,000 employees, and the CXOs start their day on it. Nothing like it exists in public. I sat down with Ashwin at Land's End in San Francisco before any of this was revealed. We got into: •Why memory is not a knowledge base •Why organizational memory is easier to build than individual memory •Why he thinks the AI race is nowhere near over •Who's actually accountable when AI gets something wrong •What worries him about his daughter growing up unable to tell AI from a person 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Meet Ashwin at Land's End (00:48) What Sentra Builds (03:53) Why Agents Need Memory (06:44) Memory vs. Knowledge Base (08:38) Why Org Memory Works (13:02) Who's Accountable When AI Gets It Wrong (15:36) Humans Becoming AI (18:52) The AI Race Is Not Over (29:43) Choosing the Right Team (36:10) The AI Transition and Perspective (39:34) Kids Growing Up With AI (46:09) Agency as the Edge

Julia Fedorin

33,811 Aufrufe • vor 8 Tagen

JUST IN: Michael Saylor sits down with CoinDesk's James Van Straten to discuss being the world’s largest Bitcoin buyer with $62B purchased and describe the convergence of TradFi and DeFi via their digital credit product Stretch (STRC), which has rapidly grown and helps fund Bitcoin accumulation. Here is the full conversation: 00:00 Biggest Bitcoin Buyer 00:12 Consensus Miami Buzz 01:12 Earnings Call Breakdown 03:01 Retiring Convertible Bonds 05:07 Yield First Decisions 08:25 Funding Dividends Options 09:29 Selling Bitcoin Impact 11:40 Buying the Top Critique 15:40 Transparency Not Trading 18:32 Tax Loss Harvesting Choices 22:15 Balancing Equity Credit BTC 25:55 Bear Market Stretch Engine 27:25 Europe Stream Lessons 30:46 UK Regulation Arbitrage 33:34 Stretch Dividends Timing 35:08 Macro Panic Explained 36:08 Monthly Issuance Whiplash 38:20 Why Stretch Trades Near Par 40:21 Growth Over Lower Rates 45:15 Sharpe Ratio Vision 46:44 Liquidity Drives Adoption 50:21 Credit Rating Not Required 54:44 DeFi Yield Coin Boom 55:59 Leverage Risk And Stress Tests 59:46 Perpetual Design Anti Bank Run 01:02:23 Let Traders Provide Liquidity 01:06:23 Institutional Views And Catalysts 01:11:50 Lindy Effect And Closing Thoughts
1:14:24

JUST IN: Michael Saylor sits down with CoinDesk's James Van Straten to discuss being the world’s largest Bitcoin buyer with $62B purchased and describe the convergence of TradFi and DeFi via their digital credit product Stretch (STRC), which has rapidly grown and helps fund Bitcoin accumulation. Here is the full conversation: 00:00 Biggest Bitcoin Buyer 00:12 Consensus Miami Buzz 01:12 Earnings Call Breakdown 03:01 Retiring Convertible Bonds 05:07 Yield First Decisions 08:25 Funding Dividends Options 09:29 Selling Bitcoin Impact 11:40 Buying the Top Critique 15:40 Transparency Not Trading 18:32 Tax Loss Harvesting Choices 22:15 Balancing Equity Credit BTC 25:55 Bear Market Stretch Engine 27:25 Europe Stream Lessons 30:46 UK Regulation Arbitrage 33:34 Stretch Dividends Timing 35:08 Macro Panic Explained 36:08 Monthly Issuance Whiplash 38:20 Why Stretch Trades Near Par 40:21 Growth Over Lower Rates 45:15 Sharpe Ratio Vision 46:44 Liquidity Drives Adoption 50:21 Credit Rating Not Required 54:44 DeFi Yield Coin Boom 55:59 Leverage Risk And Stress Tests 59:46 Perpetual Design Anti Bank Run 01:02:23 Let Traders Provide Liquidity 01:06:23 Institutional Views And Catalysts 01:11:50 Lindy Effect And Closing Thoughts

CoinDesk

435,882 Aufrufe • vor 4 Monaten

I sat down with Matt Hougan, CIO of @BitwiseInvest, the firm managing $15 billion in crypto assets. He told me the 4-year cycle is self-fulfilling. That Bitcoin holders sold in anticipation of the crash and created it themselves. "You haven't seen anything yet. This is the pregame. The game hasn't started yet." Very pleased to have Matt on New Era Finance Podcast. TIMESTAMPS: 0:00 Introduction 0:38 Why Bitcoin really collapsed 5:16 Paper Bitcoin vs physical demand 7:44 Gold stole Bitcoin's spotlight 9:44 Why gold's rally is actually bullish for Bitcoin 11:40 The 4-year cycle is dead — here's the data 15:07 How institutions invest differently 15:55 Institutions are licking their chops 17:19 Why central banks bought gold (and will buy Bitcoin) 20:52 Stablecoins will onboard billions 24:47 What Trump actually delivered for crypto 28:55 The Genius Act: "You haven't seen anything yet" 30:13 Will the Clarity Act pass? 32:09 Quantum FUD is slowing institutions 36:59 Every AI scenario leads back to Bitcoin 41:03 What will drag us out of this crypto winter 44:30 Is the market undervaluing Ethereum? 47:43 The Mount Rushmore of crypto: BTC, ETH, SOL, LINK 51:14 Best advice for a 25-year-old investor 52:55 How to stay sane in a bear market
58:45

I sat down with Matt Hougan, CIO of @BitwiseInvest, the firm managing $15 billion in crypto assets. He told me the 4-year cycle is self-fulfilling. That Bitcoin holders sold in anticipation of the crash and created it themselves. "You haven't seen anything yet. This is the pregame. The game hasn't started yet." Very pleased to have Matt on New Era Finance Podcast. TIMESTAMPS: 0:00 Introduction 0:38 Why Bitcoin really collapsed 5:16 Paper Bitcoin vs physical demand 7:44 Gold stole Bitcoin's spotlight 9:44 Why gold's rally is actually bullish for Bitcoin 11:40 The 4-year cycle is dead — here's the data 15:07 How institutions invest differently 15:55 Institutions are licking their chops 17:19 Why central banks bought gold (and will buy Bitcoin) 20:52 Stablecoins will onboard billions 24:47 What Trump actually delivered for crypto 28:55 The Genius Act: "You haven't seen anything yet" 30:13 Will the Clarity Act pass? 32:09 Quantum FUD is slowing institutions 36:59 Every AI scenario leads back to Bitcoin 41:03 What will drag us out of this crypto winter 44:30 Is the market undervaluing Ethereum? 47:43 The Mount Rushmore of crypto: BTC, ETH, SOL, LINK 51:14 Best advice for a 25-year-old investor 52:55 How to stay sane in a bear market

Michaël van de Poppe

190,693 Aufrufe • vor 6 Monaten

NEW POD | EP 74 🎙️ Trade War & The Markets Timestamps: 0:46 Eric Trump 1:59 Movement Labs 4:37 Regulation in Crypto 8:34 Benefits of Going Public 9:25 OpenAI Tried to Buy Windsurf 12:48 OpenAI as a Super App 14:24 Investment in AI Companies 15:57 AI vs Crypto Startups 17:18 Impact of Crypto's Speculative Nature 19:03 Trade War 25:01 Trade War Strategy Discussion 28:18 Impact of Trade War on Global Relations 30:30 Impact of Trade War on Startups 31:57 Impact of Military Conflict on AI Progress 32:34 China's Dominance in Robotics 36:01 China's Advancements in Solar Energy 38:18 Zora Launch & "Base is for everyone" Token 41:07 What's New in AI? 48:35 OpenAI o3 49:54 Competitive Nature of AI Models 53:50 AI Memory Feature 56:37 Market Discussion 59:34 Market Predictions 1:02:02 Exciting Startups in AI and Crypto 1:03:19 Poof 1:03:38 slop.club 1:05:10 o1.exchange Link ↓
1:06:47

NEW POD | EP 74 🎙️ Trade War & The Markets Timestamps: 0:46 Eric Trump 1:59 Movement Labs 4:37 Regulation in Crypto 8:34 Benefits of Going Public 9:25 OpenAI Tried to Buy Windsurf 12:48 OpenAI as a Super App 14:24 Investment in AI Companies 15:57 AI vs Crypto Startups 17:18 Impact of Crypto's Speculative Nature 19:03 Trade War 25:01 Trade War Strategy Discussion 28:18 Impact of Trade War on Global Relations 30:30 Impact of Trade War on Startups 31:57 Impact of Military Conflict on AI Progress 32:34 China's Dominance in Robotics 36:01 China's Advancements in Solar Energy 38:18 Zora Launch & "Base is for everyone" Token 41:07 What's New in AI? 48:35 OpenAI o3 49:54 Competitive Nature of AI Models 53:50 AI Memory Feature 56:37 Market Discussion 59:34 Market Predictions 1:02:02 Exciting Startups in AI and Crypto 1:03:19 Poof 1:03:38 slop.club 1:05:10 o1.exchange Link ↓

Good Game

38,567 Aufrufe • vor 1 Jahr