The Daily Stack

Episodes

• 
  Big Tech Earnings: Can AI Deliver on the Hype? 27.10.2026 34m

  JFDI and Father of Trades join Avi Mash for big tech earnings week. They break down why Meta round-tripped after a $25 billion stock sale and a $97 billion raise, what Microsoft's reported layoffs mean for AI and jobs, and the memory trade in Micron and SK Hynix. They also compare Robinhood, SoFi and Coinbase, make their calls on Microsoft and Amazon earnings, explain how the Anthropic IPO could pull the broader market down, and dig into the CCXI deal for Agility Robotics and Cingulate (CING).Timestamps:0:00 Intro0:15 Cold open0:45 Welcome: big tech earnings week2:52 AI spending and whether the AI trade is over5:51 Why Meta round-tripped: stock sale, $97B raise, negative FCF6:34 Microsoft layoffs and AI replacing jobs8:22 Microsoft moat and agentic AI9:22 Memory names: DRAM, SK Hynix, Micron flows12:33 Robinhood vs SoFi vs Coinbase14:52 Amazon and QQQ: the big pivot zone16:47 Why mid-November could trend19:27 Midterms and market returns22:12 Earnings predictions: Microsoft and Amazon24:30 Caterpillar, Exxon, Chevron, Reddit25:44 Anthropic IPO could look like the SpaceX IPO26:44 ServiceNow chart27:49 CCXI DSPAC: Agility Robotics31:31 CING: Cingulate ADHD drug catalyst33:33 Wrap and LednThis podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.comTaking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystackListen and follow The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Website: https://dailystackhq.comX: https://x.com/dailystackHQNot financial advice.
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  The $1 Trillion AI Test: Is Wall Street in Trouble? 26.10.2026 43m

  Avi Mash and Jody Flournoy dig into Anthropic's S1 numbers ($141B raised, $575M a month in free cash flow), Elon Musk saying debt markets have shut for companies without real revenue, and what a $1.5T Anthropic valuation would mean for Google, Microsoft and Amazon. They cover the Tesla and SpaceX merger talk, earnings week (Microsoft, Alphabet, Amazon, Robinhood, Reddit) and Eli Lilly's GLP-1 moat at $1.2T. Then Bitcoin: Strive buying 6,182 BTC while Strategy paused its buys to buy back STRC, and why they won't buy the Anthropic IPO on day one.Timestamps:0:00 Intro0:40 Welcome back, Jody's big week2:29 Bitcoin chop, Iran and oil4:36 Anthropic, Elon's tweet and the neoclouds8:09 Elon: debt markets are shut for companies without revenue10:17 Anthropic's S1: $141B raised, $575M a month in free cash flow13:50 SpaceX revenue and Starlink16:15 Dom Rinaldi on SpaceX, Tesla-SpaceX merger odds18:46 Shorting SpaceX at the IPO, watch out for IPOs20:47 Tesla up 6.5% on SpaceX rumors21:44 Earnings week: Microsoft, Alphabet, Amazon, Robinhood, Corning23:29 Hyperscalers own Anthropic, $210B for Google24:25 Reddit earnings Thursday25:54 Eli Lilly at $1.2T and the GLP-1 moat30:08 Viking Therapeutics and retatrutide33:56 Strive buys 6,182 BTC35:20 Strategy pauses Bitcoin buys, STRC buybacks38:36 Ledn39:40 Prediction markets40:44 Anthropic IPO market cap bets42:13 What to watch this week43:08 Don't buy the Anthropic IPOThis podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.comTaking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystackListen and follow The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Website: https://dailystackhq.comX: https://x.com/dailystackHQNot financial advice.
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  Adrian Morris on AI, $ASST, $MSTR and $SATS 23.10.2026 55m

  Jody and Avi sit down with Adrian Morris of True North, who wrote the long research paper on Strategy's Stretch buybacks. He compares Strive's new SATS preferred (15% fixed) with Stretch, explains why his modeling found the Stretch buybacks indistinct from zero on price, and why he doesn't see MSTR common stock buybacks moving the needle either.Then the AI question: whether AI capex and raises like Nebius are pulling capital out of bitcoin (his take is that expectations are the real risk, not a rotation), what Metaplanet needs to win back retail trust, why converts come back once bitcoin is much bigger, Vivek Ramaswamy's idea of putting part of Ohio's pensions in bitcoin, and a future where bitcoin sits at $500K and no one blinks. They close on Q4, Adrian's case that AI is about 98.5% of the way to AGI and only needs to be a genius, not a god machine, and rising above AI slop.Timestamps:0:00 Intro0:14 Cold open0:41 Welcome: Adrian Morris of True North joins1:29 Strive's new $SATS preferred vs Strategy's Stretch5:02 Why $MSTR common stock buybacks won't move the price10:35 Is AI draining capital from Bitcoin? (Nebius raise)14:49 Stretch buybacks: indistinct from zero16:47 Metaplanet and winning back retail trust19:30 Adapt, don't react: Saylor and retail on X21:42 Converts are coming back25:49 Midterms, Vivek and Ohio pensions30:49 What moves the needle for the next 10 million Bitcoiners33:59 Bitcoin at $500K and no one blinks35:25 Q4 outlook: SpaceX, AI capex and Bloom Energy41:56 How most people will actually use AI49:53 AI is 98.5% of the way to AGI51:29 We need a genius, not a god machine54:24 Rising above the AI slop and wrap-upThis podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.comTaking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystackListen and follow The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Website: https://dailystackhq.comX: https://x.com/dailystackHQNot financial advice.
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  Jeff Walton on Strive $SATS and British HODL on $MSTR 22.10.2026 1h 2m

  Jody sits down with Jeff Walton, Chief Risk Officer at Strive, to break down SATS, Strive's new fixed rate perpetual preferred that pays $15 per share a year (15% at its $100 par) and sits junior to SATA. Jeff walks through how it compares with SATA and Strategy's Stretch, why he sees capital and capital structure as Strive's moat, and what changed after the warrants expired on October 13 with about 94% of that capital, roughly $700 million, in the door.Then British HODL joins to talk Strategy using cash to buy back Stretch and trusting management, why he says serious capital isn't going into self custody after two of his videos moved $130 to $150 million into IBIT, Grant Cardone's blend of real estate and bitcoin, and why he sees $126K as a mid-cycle top on the way to his $340K target.Timestamps:0:00 Intro0:13 Cold open0:42 Jeff Walton, Chief Risk Officer at Strive, joins1:15 What SATS is: Strive's new fixed rate perpetual preferred2:36 Why SATS sits junior to SATA3:45 SATA and Stretch as a bitcoin money market8:34 AI and the end of technological moats9:40 Can JP Morgan or BlackRock copy Strive's capital structure?13:06 The expired warrants and what comes next for SATS17:57 How retail investors can get into bitcoin finance19:12 Jeff's story of a $4 billion fraud investigation21:33 British HODL joins22:19 How are you going to pump my bags? Treasury company CEOs27:08 Trusting the management team as an equity investor29:23 From a billion to a trillion dollar company30:28 Self custody after the Coldcard incident34:03 Coldcard vs IBIT: two business models34:43 Moving cold storage into IBIT for covered call income35:46 Why real estate is finished38:51 The Fed, rate cuts and Warsh40:43 Bitcoin and the 200 week moving average42:18 What the midterms mean for markets45:50 Diversifying your bitcoin stack47:03 British HODL's private community49:30 Risk beyond the base layer: treasury companies then and now54:24 The New York panel with Robert Mitchnick and $15.5 trillion in the room56:59 Execution over spreadsheets1:00:31 Where to find British HODL and the closeThis podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.comTaking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystackListen and follow The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Website: https://dailystackhq.comX: https://x.com/dailystackHQNot financial advice.
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  Tech Earnings Preview with @JFDI and @FatherOfTrades 20.10.2026 1h 3m

  JFDI and Father of Trades join Avi for a tech earnings preview. They cover BlackBerry's QNX royalty backlog hitting $1.25 billion, the AI infrastructure trade (Nebius, CoreWeave, IREN, AAOI, Aehr), why Father of Trades is shorting SpaceX into its earnings tonight (no profit yet, heavy spending and a 28% share unlock), Tesla's PE of 329 ahead of its report, Netflix, Texas Instruments and Meta's capex.Then KT, CEO of Astro Intelligence, talks building Astro on multiple AI models, why he still sees Meta reaching $1,000 by early 2027 even with 900 calls capping it this year, CoreWeave getting back to about $85, the SPY levels he's watching around 770 to 772, and Alphabet into Meta's earnings.Timestamps:0:00 Intro0:13 Cold open: best moments0:38 Tech earnings week: what we are watching1:13 BlackBerry QNX news3:29 Is Big Tech AI capex priced in?6:43 SpaceX IPO expectations14:33 Netflix earnings preview17:54 Tesla earnings: robotaxi, Uber and EVs25:36 Meta, AI agents and the road to $1,00030:36 Meta options flow and positioning36:20 Texas Instruments and memory chips39:15 KT joins: Anthropic and OpenAI IPOs43:46 Astro Intelligence AI trading demo51:29 Astro pricing and waitlist53:05 SPY levels into the midterms56:10 Meta capped at 900? CoreWeave and the $1,000 target59:13 SpaceX and Tesla merger: 3D chess1:02:24 Play of the week: Google callsThis podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.comTaking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystackListen and follow The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Website: https://dailystackhq.comX: https://x.com/dailystackHQNot financial advice.
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  Joe Consorti on $MSTR, $STRC Buys and Bitcoin Through $100K 19.10.2026 1h 6m

  Joe Consorti joins host Jody Flournoy on Macro Mondays to break down the MSCI index decision on Strategy ($MSTR), Strategy's $STRC buybacks back to par, and why he thinks bitcoin can blast through $100,000. Then Artem Ponomarev, CEO of X-Place, explains borrowing against stocks and bitcoin and why he expects the biggest bull run ever.Joe walks through the numbers on MSCI forced selling, the Fed and $100 oil, why he treats MSTR as a trade and bitcoin as savings, what people get wrong about treasury company leverage, paper bitcoin, and Michael Burry versus the Fed backstop. Artem covers partial liquidation protection, tokenization and Robinhood, which stocks work as collateral, and how AI job losses could shape markets.Timestamps:0:00 Intro0:14 Cold open: best moments0:42 Macro Mondays with Joe Consorti2:56 MSCI index rules and Strategy's forced selling math4:03 Strategy repurchasing STRC back to par7:07 Michael Saylor's reply and the subprime double standard9:47 Fed rate cut odds, $100 oil and credit13:30 Bull market mindset and a free Bloomberg terminal for bitcoin16:05 Bitcoin and Nasdaq chart: can BTC blast through $100K?21:01 STRC price, repurchases and dividend yield26:22 Should you own MSTR or bitcoin?27:58 Treasury company leverage misconceptions30:23 The bitcoin debt spiral YouTuber narrative33:21 Paper bitcoin and why most conspiracies fail35:31 Michael Burry vs the Fed backstop40:30 Will the macro backdrop stay supportive? Where to follow Joe42:13 Sponsor: Ledn42:45 Artem Ponomarev of X-Place joins44:11 Why Artem expects the biggest bull run ever: AI and stimulus47:51 What X-Place does: borrowing against stocks and bitcoin50:02 Partial liquidation protection explained51:26 Robinhood, tokenization and one-to-one backed assets54:52 Which stocks qualify as collateral: SPX, QQQ and the top names57:01 Selling vs borrowing against your portfolio1:01:25 Growth in India and Thailand and the referral program1:02:59 Outlook: AI job losses, stocks and leverage1:05:37 Wrap upThis podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.comTaking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystackListen and follow The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Website: https://dailystackhq.comX: https://x.com/dailystackHQNot financial advice.
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  $DRAM Beat Down | Eyes on Fed 13.10.2026 20m

  JFDI and Father of Trades join the show to debate whether another 25 to 50 basis points of Fed hikes would be healthy for this market, and how often the Fed has hiked back to back before. Then the DRAM beat down: SanDisk and Micron charts, China's CXMT memory push, and whether Micron looks like a bubble at about 7x forward earnings. Also covered: bank earnings from JPMorgan, Goldman and Citi, the Broadcom CEO's comments, how NASDAQ options dealers are positioned into big tech earnings, Fermi's TensorWave and AMD news, and two small-cap ideas, AirJoule (AIRJ) and ICU.Timestamps:0:00 Intro0:16 Cold open0:47 Welcome: JFDI and Father of Trades1:04 Eyes on the Fed: would more hikes be healthy?2:15 Back-to-back hikes in history and the O'Neil warning3:36 Why can't rates and stocks rise together?4:04 The DRAM beat down: SanDisk and Micron charts4:28 China's CXMT memory push7:07 Is Micron a bubble at a 7x forward PE?8:15 Bank earnings: JPMorgan, Goldman, Citi8:48 The Broadcom CEO comments9:57 Positioning into big tech earnings and NASDAQ dealers11:11 Fermi up 22%: TensorWave and AMD12:33 Next trades: AirJoule (AIRJ), water from air15:42 ICU: a $14M micro-cap dialysis play18:19 Daily Stack stock leaderboard preview19:22 Wrap-up and sponsor: LednThis podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.comTaking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystackListen and follow The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Website: https://dailystackhq.comX: https://x.com/dailystackHQNot financial advice.
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  Stop Paying For Heat (Mine Bitcoin Instead) 12.10.2026 30m

  Dane from Hashrate House joins the show to explain how a bitcoin miner can replace the heating element in your water heater, hot tub, radiant floor or driveway, so the heat you already pay for pays you back in sats. He walks through why he went from 80 decibel S19s to silent immersion systems, what a home install takes (a plumber and an L6-30 plug), the ROI question against a 10,000 dollar furnace, writing the gear off as a business expense, and why home miners help decentralize the network. Also covered: mining 101 and the 3.125 bitcoin block reward, home mining vs hosting, natural gas and cold climates, Airbnb hot tubs as a sunk cost, and how to reach Hashrate House.Timestamps:0:00 Intro0:42 Dane from Hashrate House joins1:24 From jet-engine S19s to immersion heating2:54 Is it too late to mine Bitcoin at home?5:20 Heat that costs you nothing, and decentralizing mining6:56 Writing it off as a business expense8:17 The ROI question vs. a $10,000 furnace9:41 Hot tubs, driveways and any heat source11:10 Install: a plumber, an L6-30 plug, done13:26 Cities, big installs and going local14:43 Make LA heat its pools with miners16:27 Sats, not cents: you don't need a whole bitcoin17:29 Mining 101: 3.125 BTC every 10 minutes19:21 Home mining vs. hosting, and the security budget21:25 $8 a month to heat water, paid back in bitcoin22:35 How loud is it? The wife approval rating23:22 Electricity costs, natural gas and cold climates25:50 Where to find Hashrate House and book a consult26:15 Installers wanted: plumbers paid in hashrate28:05 Airbnb hot tubs as a sunk cost28:58 Ledn and wrap-upThis podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.comTaking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystackListen and follow The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Website: https://dailystackhq.comX: https://x.com/dailystackHQNot financial advice.
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  BTC BOUNCEBACK | DIGITAL REAL ESTATE W/ LEON WANKUM 09.10.2026 46m

  Leon Wankum, author of Digital Real Estate, is back on the show with host Jody Flournoy, fresh from the treasury conference in New York. They get into writing a book in the age of AI, whether the four year cycle bottom is in, how store of value went from gold to real estate and why Leon thinks bitcoin takes that role next, and the hidden costs of owning property versus the power law. Then the money mechanics: fiat financing and home prices since the dollar left gold in 1971, borrowing against bitcoin instead of selling it, bitcoin as the hurdle rate every business now has to beat, Grant Cardone's bitcoin real estate funds, and Leon's pitch to real estate investors who have not looked at bitcoin yet.Timestamps:0:00 Intro0:43 Leon Wankum returns to the Friday Stack1:26 Writing a book in the age of AI5:12 Scanley: AI visibility5:41 Four-year cycle: is the bottom in?10:38 From gold to real estate to Bitcoin13:11 Real estate's hidden costs and the power law22:36 Why own real estate at all? Individuals vs. institutions27:13 Fiat, financing and home prices since 197134:14 Borrowing against Bitcoin and building wealth40:27 Bitcoin as the hurdle rate for businesses41:47 The pitch to real estate investors45:47 Wrap-up and where to find the bookThis podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.comTaking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystackListen and follow The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Website: https://dailystackhq.comX: https://x.com/dailystackHQNot financial advice.
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  AMPLIFICATION MASTERCLASS W/ GoS $ASST $MSTR 08.10.2026 1h 2m

  Grain of Salt joins Treasury Talks with host Jody Flournoy and co-host Halston Valencia for a masterclass on amplification, the math behind how bitcoin treasury companies turn a bitcoin move into a bigger move for common shareholders. Grain walks through his amplification explainer, Strategy's aggregate cost of capital versus Strive's, SATA's dividend, Matt Cole's 1% allocator mandate and room for a third digital credit issuer. They also cover whether Metaplanet can become Japan's largest company, share count math for $ASST, Nakamoto and Metaplanet versus $MSTR, how Grain positions in Strive options, and why execution is what Saylor copycats missed.This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.comTaking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystackChapters:0:00 Cold open0:32 Welcome: Treasury Talks with Grain of Salt on Amplification2:02 Why Grain Built an Amplification Explainer4:02 Bitcoin Up 30%, Common Up 34%: How Amplification Really Works8:44 The House Analogy: a 10% Gain Becomes a 50% Return11:24 Strategy's 2.24% Aggregate Cost of Capital14:01 Strive's True Cost of Capital vs SATA's 13% Dividend15:47 Matt Cole's 1% Mandate and the Dual-Vendor Strategy20:14 Is There Room for a Third Digital Credit Issuer?26:41 Reverse-Engineering Matt Cole's Table: Convexity Curves29:11 2008 No-Money-Down Loans vs Strive's 50% Amplification31:41 Can Metaplanet Become Japan's Largest Company?39:39 Share Count Math: Metaplanet 63x Strategy, ASST 7x48:08 Positioning in Strive Options: Delta Ramp and Full Gamma57:00 Execution Is the Hard Part: What Saylor Copycats MissedKey takeaways:- Grain of Salt's house analogy: put $200,000 down on a $1,000,000 house, and if the house rises 10%, the $100,000 gain is a 50% return on the cash you put in. That is amplification.- In Grain's worked example, bitcoin rises 30%, the preferred holders take their 13% on their $2 claim (26 cents), and the common keeps $2.74 on $8, a gain of about 34%.- Grain puts Strategy's aggregate cost of capital at 2.24%, so bitcoin has to rise about 2.24% a year to cover it.- On share count versus Strategy, Grain said $ASST is about 7 times after its 24 for 1 split, Nakamoto about 8 times, and Metaplanet 63 times.Listen and follow The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Website: https://dailystackhq.comX: https://x.com/dailystackHQNot financial advice.
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  ¿Por qué tu dinero en pesos te empobrece? Bitcoin en México 07.10.2026 47m

  Pamela Posada conversa con Steph Serrano, fundadora de Escuela Bitcoin México y parte de Unlock, sobre por qué ahorrar en pesos te empobrece. Hablan de cómo México ha perdido el valor del peso, cómo explicarle Bitcoin a alguien que nunca lo ha usado, cómo nació Escuela Bitcoin México y los eventos de Unlock para mujeres en Zacatlán, en la Sierra Norte de Puebla. También comparan el ahorro en efectivo, en el banco o en Bitcoin cuando sube la inflación, y qué hacer y qué evitar en tu primer mes en Bitcoin.Este podcast es presentado por Scanley, visibilidad en IA para bancos y cooperativas de crédito. Obtén tu primer mes gratis con el código DAILYSTACK en https://meetscanley.com¿Vas a sacar un préstamo con BTC? Nuestros amigos de Ledn te ofrecen .25% de descuento sobre sus tasas más bajas con nuestro enlace: https://www.ledn.io/partner/dailystackCapítulos:0:00 Adelanto: lo mejor del episodio0:35 Intro: ¿por qué tu dinero en pesos te empobrece?2:56 Steph Serrano: quién era antes de Bitcoin8:36 Cómo México ha perdido el valor del peso11:40 Cómo explicarle Bitcoin a alguien que nunca lo ha usado14:19 ¿Bitcoin protege contra la pérdida de valor del peso?16:51 Cómo nació Escuela Bitcoin México20:59 Unlock y las mujeres en Bitcoin23:34 Zacatlán: llevar Bitcoin a la Sierra Norte de Puebla27:59 Estrategias para la autonomía financiera de las mujeres30:57 El miedo a perderlo todo33:57 Bitcoin en El Salvador: cobrar como freelancer35:45 Efectivo, banco o Bitcoin cuando sube la inflación39:33 Tu primer mes en Bitcoin: qué hacer y qué evitar43:42 Dónde seguir a Steph y Escuela Bitcoin México46:20 Cierre47:00 Patrocinador: LednPuntos clave:- Más que la volatilidad de Bitcoin, lo que debería preocupar es el poder adquisitivo que el peso y las demás monedas latinoamericanas pierden con el tiempo.- Su forma de explicar Bitcoin es desde la experiencia: le descargó una wallet a una amiga que le hizo el cabello y le pagó en Bitcoin.- Con Unlock llevan tecnología y educación financiera a mujeres de Zacatlán de las Manzanas, un pueblo mágico de la Sierra Norte de Puebla.- Pamela cuenta que aprendió Bitcoin en El Salvador para cobrar como freelancer, porque PayPal no era una opción práctica para los salvadoreños.- Para el primer mes, Steph dice que lo primero es el compromiso de querer cambiar tu situación: los materiales sirven solo si los abres.Escucha y sigue The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Sitio web: https://dailystackhq.comX: https://x.com/dailystackHQEsto no es asesoría financiera.
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  $IOVA $2 to $14 | Holy Grail of Cancer Therapy 06.10.2026 1h 28m

  Avi Mash hosts Iovance ($IOVA) investor Minnesota Gopher and trader Father of Trades to discuss Iovance's IL-12 tethered TIL program, Amtagvi data in melanoma, non small cell lung cancer, endometrial cancer and sarcoma, FDA CNPV vouchers, a possible Merck buyout, and short selling in biotech. Father of Trades reviews the $IOVA chart and options chain and compares it to $SLS. Minnesota Gopher expects 18 to 22 by year end, and over 30 if a voucher basket is accepted.This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.comTaking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystackChapters:0:00 Intro music4:43 Minnesota Gopher on $IOVA and biotech short selling15:37 IL-12 tethered TIL: holy grail of cancer therapy22:19 Amtagvi frontline push and Keytruda style expansion24:54 Biotech lagging the market and AI in medicine29:06 FDA timelines, China drugs and CNPV vouchers36:08 Iovance buyout, Merck and global distribution44:04 Lung, melanoma, endometrial and sarcoma TIL data56:23 $IOVA chart, volume profile and key levels1:04:10 $IOVA options chain, open interest and gamma ramp1:14:45 $IOVA price targets and the $SLS comparison1:24:21 Father of Trades on BlackBerry QNX and holding winnersKey takeaways:- Minnesota Gopher calls Iovance's IL-12 tethered TIL a potential holy grail because, in his view, it could turn cold tumors hot and make them treatable.- Minnesota Gopher cited company figures: a 64.3% response rate in EGFR non small cell lung cancer with Keytruda and a 65.2% response rate in frontline melanoma with Keytruda.- Minnesota Gopher believes Iovance's new FDA and regulatory hires point to a basket submission for CNPV vouchers in non small cell lung cancer, endometrial cancer and sarcoma, and he named Merck as the likeliest acquirer.- Father of Trades read the options chain as pinning $IOVA near $14 in the short term and said a move above $20 could set up a gamma squeeze, as he saw in $SLS.- Father of Trades said scalping profits should be parked in high conviction companies and gains should be protected by taking back cost basis on 10x or 15x winners.Listen and follow The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Website: https://dailystackhq.comX: https://x.com/dailystackHQNot financial advice.
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  Bitcoin Price Prediction: Why the Bear Market Is Already Over | Joe Consorti 06.10.2026 48m

  Jody Flournoy hosts Bitcoin and macro analyst Joe Consorti on The Daily Stack to discuss the $BTC price near $85K, BlackRock $IBIT inflows, Strait of Hormuz oil exports, FOMC rate hike odds, the 10-year Treasury yield at 5.3%, and Strategy $MSTR, Strive $ASST and $STRC. Consorti argues the bear market is over. He points to falling open interest, a rally of roughly 50% from the $58K low, and Bitcoin rising despite the Treasury market selloff.This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.comTaking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystackChapters:0:00 Preview: Is the Bitcoin Bear Market Over?0:33 Joe Consorti Joins: $BTC Near $85K, Path to $100K2:20 Iran War, Strait of Hormuz and Saudi Oil Exports5:07 BlackRock $IBIT Inflows and the Four Year Cycle7:19 FOMC Rate Hike Odds and Weak US Payrolls10:01 AI Layoffs, Data Centers and Blue Collar Jobs13:45 Bitcoin Open Interest, Leverage and Liquidations18:36 Bull Market Definition: $BTC From $58K to $85K21:57 10 Year Treasury at 5.3% and Bitcoin Rising33:02 Bond Market Leads the Fed, Michael Burry Doomerism39:42 Strategy $MSTR, Strive $ASST, $STRC Treasury Risk46:16 Wrap Up and Ledn Sponsor MessageKey takeaways:- Joe Consorti said Bitcoin open interest is about 256,000 BTC, the same level as when price was $77K, which he called a very healthy market structure.- Consorti said Bitcoin rose from $58K to $85K while the 10-year Treasury yield climbed from about 4.2% to 5.3%, which he sees as the market pricing in future monetary easing.- Consorti said Saudi Arabia's oil exports are back to about 6.1 million barrels per day, near pre-war levels, even though Iran reports zero exports.- Consorti said FOMC rate hike odds fell to about 20 to 25% after cool inflation and labor reports. Jody Flournoy noted payrolls came in at 29,000 versus about 90,000 expected.- Jody Flournoy cited the Matt Cole and Robin Seyr discussion: Strategy holds no encumbered Bitcoin and about 18 months of dividend reserves. Consorti said $STRC is almost back at par.Listen and follow The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Website: https://dailystackhq.comX: https://x.com/dailystackHQNot financial advice.
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  Prashanth Chandrashekar of Bringin: How to Live on Bitcoin in 2026 05.10.2026 36m

  Can you actually live on bitcoin in 2026? Prashanth Chandrashekar, founder of Bringin, joins Avi Mash and Jody Flournoy on The Daily Stack to explain how he moved from India to Estonia, got paid in bitcoin, how Bringin turns self-custody bitcoin into euros for rent and bills, and why banking is still the hardest part for bitcoin businesses in Europe. He also covers self-custody vs KYC, which wallets make sense for small vs large amounts, agentic payments, and his $200K bitcoin call for the end of 2027.This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.comTaking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystackChapters:0:00 Can you live only on bitcoin?2:04 How Prashanth Chandrashekar found bitcoin6:11 Capital controls: India to Estonia on a bitcoin salary10:38 How Bringin works: bitcoin to euros from self-custody12:52 Bitcoin business banking in the EU is a nightmare16:31 Self-custody vs KYC at Bringin18:27 Which bitcoin wallet to use after the Coldcard incident25:29 Getting merchants to accept bitcoin27:38 Bitcoin price prediction: $200K by end of 202730:52 Bringin for businesses: bitcoin payroll and one statement33:17 Will AI agents pay with bitcoin?Key takeaways:- Bringin lets you sell bitcoin from your own wallet, on-chain or over Lightning, and get euros in your account to pay rent and bills in the EU.- Bringin never holds your bitcoin: to buy through it you need a self-custody wallet, theirs or your own.- For bitcoin businesses in Europe, banks are the bottleneck: one transfer referenced "BTC fees" was enough to get a payment held.- Prashanth argues convenience and security don't have to be opposites, and multisig across several hardware vendors is too hard for mass adoption.- On agentic payments: AI agents paying in bitcoin only takes off once more merchants accept bitcoin.Listen and follow The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Website: https://dailystackhq.comX: https://x.com/dailystackHQNot financial advice.
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  STRC vs Strive SATA Explained: The Daily Dividend War 02.10.2026 36m

  Tim Kotzman of Bitcoin Treasuries joins Jody Flournoy and Halston Valencia on Treasury Talks, fresh off the Bitcoin treasury conference in New York, to compare Strategy's Stretch ($STRC) and Strive's $SATA now that both are moving to daily dividends, and why $STRC fell farther than $SATA. They also discuss whether Strategy could someday buy 10, 20 or 50 billion dollars of Bitcoin a week, Michael Saylor's "need $10M, raise $50M" advice, the Bitcoin hurdle rate, room for new digital credit issuers, tokenization, and the Digital Credit Digital Conference on October 21st.This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.comTaking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystackChapters:0:00 Intro and Bitcoin Treasuries conference recap3:28 Digital Credit Digital Conference announced for Oct 214:07 Advice for builders: go with your gut8:02 Can operating businesses beat the Bitcoin hurdle rate?9:38 Saylor's advice: need $10M, raise $50M12:21 How Strive and Smarter Web differentiate from Strategy15:56 STRC vs SATA: daily dividends and splitting capital18:50 Why STRC fell harder than SATA20:02 Could Strategy buy $10B to $50B of Bitcoin a week?22:43 Is there room for new digital credit issuers?26:44 Tokenization, self custody and the internet of money33:00 Bitcoin treasury, mining and AI audiences overlapKey takeaways:- Tim Kotzman says a narrative at the conference was that just having Bitcoin on your balance sheet isn't enough anymore.- Tim recounts Jeff Walton's story that Michael Saylor advised: if you need $10 million for a business, raise $50 million so you still have $40 million in Bitcoin if it fails.- Jody notes the average investor would not have expected STRC to drop farther than SATA, and points to SATA's daily dividends and no debt as reasons it held up better.- Tim says smaller digital credit issuers would likely need to offer somewhat more than 13% to compete.- Tim views Strategy selling some Bitcoin as a sign of a two way trade and institutional grade management.Listen and follow The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Website: https://dailystackhq.comX: https://x.com/dailystackHQNot financial advice.
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  Tim Kotzman: Digital Credit, Daily Dividends and Unconference Recap 01.10.2026 48m

  Guest Tim Kotzman joins hosts Jody Flournoy and Halston Valencia on Treasury Talks to recap the second Bitcoin Treasuries Unconference in New York and announce the inaugural Digital Credit Digital Conference, streaming on X on October 21 from 10 to 2 Eastern. They compare Strive's $SATA and Strategy's Stretch ($STRC) now that both offer or propose daily dividends, and discuss how smaller Bitcoin treasury companies can differentiate. They also cover tokenization, operating businesses, and why consistency matters for builders in the space.This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.comTaking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystackChapters:0:00 Intro: the story of the money4:42 Treasury Talks welcome with guest Tim Kotzman5:43 Bitcoin Treasuries Unconference season two recap9:54 Digital Credit Digital Conference announced for October 2111:59 When to pivot and why it is time to build in Bitcoin media16:37 Bitcoin hurdle rate vs operating businesses23:14 Fastest horse: how non Strategy treasury companies differentiate27:54 $SATA vs Stretch and daily dividends35:13 Room for new digital credit issuers38:18 Who are we sleeping on: Nakamoto, Twenty One, Tether41:28 Tokenization and 7 day record dates48:06 Consistency advice and how to follow the conferenceKey takeaways:- The inaugural Digital Credit Digital Conference streams on X on October 21 from 10 to 2 Eastern, with Joe Burnett of Strive, Andrew Webley of Smarter Web and British HODL announced.- Tim said only three companies, Strategy, Strive and Smarter Web, will have digital credit products on major exchanges at the time of the conference.- Jody noted Stretch fell further than $SATA in June, suggesting different risk profiles and a case for diversifying across digital credit products.- Tim argued that just having Bitcoin on the balance sheet is no longer enough and treasury companies need to differentiate.- Tim's advice to builders: pick a cadence you can sustain, even once a month, and commit to it for the long term.Listen and follow The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Website: https://dailystackhq.comX: https://x.com/dailystackHQNot financial advice.
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  Jan Kotas: ¿Paraguay será el próximo país Bitcoin? 30.09.2026 1h 3m

  Pamela Posada conversa con Jan Kotas, programador de origen checo y cofundador de Bitcoin Paraguay, sobre por qué Paraguay atrae a bitcoiners y expatriados que buscan residencia fiscal, libertad y una vida menos dependiente de un solo Estado. Jan explica cómo nació la comunidad Bitcoin Paraguay, sus meetups, talleres para principiantes con la billetera Blink y su curso con billeteras Trezor. También habla de la idea del "stack soberano", de por qué Bitcoin es una herramienta de libertad financiera y de la visión de Paraguay como un hub soberano.Este podcast es presentado por Scanley, visibilidad en IA para bancos y cooperativas de crédito. Obtén tu primer mes gratis con el código DAILYSTACK en https://meetscanley.com¿Vas a sacar un préstamo con BTC? Nuestros amigos de Ledn te ofrecen .25% de descuento sobre sus tasas más bajas con nuestro enlace: https://www.ledn.io/partner/dailystackCapítulos:0:00 Intro: Bitcoin en Paraguay, más allá de El Salvador2:04 Quién era Jan Kotas antes de Bitcoin4:13 Por qué llegó a Paraguay: residencia fiscal territorial7:30 Anarcocapitalismo, voluntarismo y salir del sistema11:13 ¿Se puede vivir sin sistema? El stack soberano15:05 Cómo nació Bitcoin Paraguay: meetups y comunidad19:55 Cómo explicar Bitcoin a un principiante28:31 Paraguay como hub soberano para bitcoiners31:40 Por qué importan las comunidades y las empresas Bitcoin41:11 Talleres, onboarding con Blink y curso con Trezor51:38 Pregunta del chat: Bitcoin, el mercado y el oro57:14 ¿Volvería Jan a República Checa? Dónde seguirlosPuntos clave:- Jan llegó a Paraguay buscando residencia fiscal con tributación territorial, no por Bitcoin, y terminó quedándose por la gente y la sociedad local.- Para Jan, vivir fuera del sistema no es vivir sin él, sino depender menos de un solo Estado: diversificar residencia, empresas, Bitcoin y herramientas como Nostr en un "stack soberano".- Bitcoin Paraguay nació en mayo de 2024, cuenta con más de 650 personas en la comunidad y, según Jan, unas 3.500 asistencias a sus meetups y alrededor de 500 personas en sus talleres para principiantes.- Los talleres terminan con cada asistente recibiendo sats en la billetera Blink, y el curso de tres días, dos horas por día, enseña a usar una billetera de hardware Trezor.- Jan recomienda empezar a explicar Bitcoin con el "por qué": entender por qué el dinero actual falla antes de hablar de la tecnología.Escucha y sigue The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Sitio web: https://dailystackhq.comX: https://x.com/dailystackHQEsto no es asesoría financiera.
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  IOVA Rally, BlackBerry QNX Uber Deal and Micron Earnings Preview 29.09.2026 1h 10m

  Avi Mash returns from a wedding to an $IOVA rally of more than 30% after a guidance raise. With guest Father of Trades he breaks down BlackBerry's ($BB) earnings beat, its QNX partnership with Uber, IOVA's TIL therapy and dilution risk, a Micron ($MU) earnings preview and Nike ($NKE). In the second half, Problem Sniper joins Avi for technical setups on $IOVA, $MU, $LLY, $SNDK, $STX, $ARM and $META, plus a politician-buying name and this week's PCE data.This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.comTaking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystackChapters:0:00 Intro: Avi back from a wedding, IOVA up 32%5:04 BlackBerry earnings beat and Uber QNX partnership13:19 IOVA: TIL therapy, guidance raise and the bull case21:36 IOVA bear cases: trial data, dilution, cash runway30:24 Micron earnings preview and semiconductors outlook33:48 Nike: tariffs and brand power36:47 Break: Ledn sponsor and music52:58 Problem Sniper joins: IOVA technicals and targets1:00:13 Micron chart ahead of earnings, politician buying1:04:05 Trade of the week: Eli Lilly at 11901:05:52 SanDisk, Seagate and memory whale flow1:08:44 PCE, Trump announcement, ARM and MetaKey takeaways:- Father of Trades said BlackBerry did about $165 million in revenue and 7 cents EPS, versus analyst expectations of about $145 million and 4 cents, and announced a QNX partnership with Uber for self-driving taxis.- IOVA raised guidance to 410 to 420 million, and the hosts named dilution as the more likely bear case for a company that is still burning cash.- Avi decided on air to trim his IOVA January calls, which were up 263%, after Father of Trades argued for locking in profits and not round-tripping a large gain.- Father of Trades expects Micron revenue growth to be limited near term because it is manufacturing at capacity, with new factories not online until 2028.- Problem Sniper's trade of the week was Eli Lilly, watching for a daily close above 1190. He put IOVA's upside target around 18 to 18.50 and its downside risk near 12.50.Listen and follow The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Website: https://dailystackhq.comX: https://x.com/dailystackHQNot financial advice.
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  Edwin Mata: Robinhood vs AMC Tokenized Stock, plus Erin Gambrel 28.09.2026 49m

  Brickken CEO and co-founder Edwin Mata, a former M&A lawyer, explains why Robinhood tokenizing $AMC without AMC's permission creates a synthetic product rather than real stock, and why he expects financial systems to run on blockchain by 2030. In the second segment, Erin Gambrel, known as The Blonde Broker and now VP of financial services at Corgi, talks about Corgi Invest's ETF lineup, the Bitcoin four-year cycle, and AI tools for retail traders.This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.comTaking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystackChapters:0:00 Intro: The Story of the Money music opener5:02 Edwin Mata of Brickken joins: from M&A law to blockchain8:47 SEC tokenized stock exemption and the Clarity Act10:42 Robinhood tokenizing $AMC without permission12:31 Synthetic vs real tokenized stock: voting and claim rights14:12 Wall Street on blockchain by 2030 and 24/7 trading17:29 Brickken's tokenization toolbox for all companies19:13 AI agents, job loss and working faster with AI29:02 Erin Gambrel, The Blonde Broker, on joining Corgi34:02 Bitcoin four-year cycle, ETFs and volatility37:41 AI research, trading tools and manipulation risk46:34 Why Corgi Invest: low fees and a new ETF issuerKey takeaways:- Edwin Mata believes a company has the right to choose where its stock trades, and calls Robinhood's $AMC tokens synthetic instruments for speculation.- He says if a holder cannot claim the real underlying stock, they do not have the rights and obligations of a shareholder.- Mata says he has zero doubts all financial systems will run on blockchain technology, citing efficiency rather than belief in crypto, with 2030 as his target.- Brickken has been live since 2020 and more than 600 million has transacted through its software, according to Mata.- Erin says Corgi's ETF fees are the lowest she has seen across issuers, and that she reached about 250,000 subscribers across her channels as The Blonde Broker.Listen and follow The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Website: https://dailystackhq.comX: https://x.com/dailystackHQNot financial advice.
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  Your Heater Could Be Mining Bitcoin Right Now 28.09.2026 36m

  Alex Busarov of Heatbit joins The Daily Stack to explain how Bitcoin miners can double as home heaters and air purifiers, putting mining heat to use instead of wasting it. The conversation covers Heatbit's origin story, the new single chip Bitair purifier, how setup works, and why heat reuse miners may be the most resilient and decentralized miners as halvings squeeze margins. They also discuss product safety and custody choices, Heatbit's small AI-assisted team, and using mining as a way to introduce people to Bitcoin.This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.comTaking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystackChapters:0:00 Intro and Alex from Heatbit joins0:58 Heated driveway idea and Bitcoin heat reuse2:14 Origin story: an Antminer S9K in the bedroom6:03 Setup process: Apple-style simplicity, default pool9:36 Heater vs air purifier: economics of the Bitair12:03 Home mining, data center approvals and decentralization13:18 Why heat reuse miners are the most resilient17:25 Halvings, stock to flow and miners selling coins20:26 How halvings push mining toward heat reuse23:13 Coldcard incident, custody and device safety27:38 Heatbit team, AI and the first production run31:39 Getting people into Bitcoin through mining, not priceKey takeaways:- Alex says Heatbit heaters can cover anywhere from 30 to 100% of the power the device uses, running at roughly 40 to 60 terahashes.- The Bitair air purifier uses a single mining chip so it produces no noticeable heat and earns about a dollar to a dollar and a half a month in a pool. It is meant as an introduction to mining.- Alex argues large miners turn off machines and sell their Bitcoin when prices fall, and many are moving to AI, while home heat reuse miners have no extra energy cost and no need to sell.- Bitcoin mined on Heatbit devices goes to the user's chosen pool or directly to them when solo mining. Heatbit does not hold it.- Heatbit has fewer than 10 people, with Alex saying about 90% of the work is now done with AI.Listen and follow The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Website: https://dailystackhq.comX: https://x.com/dailystackHQNot financial advice.