The Wolf Of All Streets

There’s NO Chance Trillions Move Onchain Until We Solve This 18.07.2026 31min

Ran Hindi explains why privacy is the biggest obstacle preventing institutions from moving trillions of dollars onchain. He argues that public blockchains are simply too transparent for real-world finance, and that Zama is building the blockchain equivalent of HTTPS by adding confidential transactions to networks like Ethereum and Solana. The conversation explores how encrypted stablecoins, private DeFi, and confidential onchain finance could unlock institutional adoption without sacrificing compliance, ultimately making privacy the default layer for blockchain transactions rather than a niche feature. Learn more about your ad choices. Visit megaphone.fm/adchoices

Crypto's Next Bull Run May Have Just Started! 16.07.2026 1h 7min

In this episode, the panel dives into why many investors believe crypto could be entering the early stages of a new bull market. We break down the latest developments surrounding the CLARITY Act, how banks and policymakers are positioning themselves, and why the regulatory narrative may be shifting in crypto's favor. We also explore the future of decentralized digital identity, tokenization, and Bitcoin governance, discussing how real-world applications could drive the next phase of adoption. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin's Biggest Bill Is in Trouble - Trump Has 20 Days to Save It 16.07.2026 32min

Trump is meeting with Republican senators today to push the CLARITY Act across the finish line, marking a pivotal moment for U.S. crypto regulation. We also discuss Nico Lechuga's new Bitcoin treasury company, Orange Juice, which is pioneering a new model for accumulating Bitcoin through operating businesses. Learn more about your ad choices. Visit megaphone.fm/adchoices

Hyperliquid Just Priced China's Biggest IPO 6X Above Wall Street 15.07.2026 29min

Hyperliquid is back in the spotlight after listing China's biggest AI chip IPO ahead of its public debut, showcasing how crypto markets are increasingly driving price discovery before Wall Street. We also cover the launch of EthSystems, a new institutional privacy initiative from Ethereum Foundation researchers, and why Japan, South Korea, and the UK are accelerating crypto-friendly regulation to attract digital asset innovation. Plus, we break down why soft inflation data and strong bank earnings pushed the odds of the Fed holding rates steady above 90%, the regulatory risks facing AI infrastructure after New York paused new data center permits Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin BOUNCES to $64k on Largest Inflation Decline Since Covid Crash 15.07.2026 1h 3min

Bitcoin is holding steady as investors await today's U.S. core inflation report and Fed Chair Kevin Warsh's congressional testimony, two events that could determine the market's next move. We also cover why Bitcoin ETFs just saw another $425 million in outflows despite continued whale accumulation, and how Trump's proposed 20% fee on ships passing through the Strait of Hormuz is bringing oil prices and inflation risks back into focus. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin SLIDES To $62K As Saylor Skips The Dip (Macro Monday) 13.07.2026 28min

Bitcoin remains stuck in its multi-month range as investors wait for this week's key U.S. inflation data and Fed Chair Kevin Warsh's testimony, which could determine the next move for both crypto and traditional markets. We also cover South Korea's sharp market selloff and why its housing market could become a bigger macro risk, rising oil prices as tensions in the Strait of Hormuz disrupt shipping, and why record-low cash on the sidelines may leave markets more vulnerable if selling accelerates. Finally, we discuss the recent pullback in stablecoin supply and why analysts believe it reflects slowing trading activity rather than the end of the crypto bull market. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin Holders NEVER NEED To Sell – Here’s What They Do (Nexo) 13.07.2026 32min

Nexo says crypto-backed lending is making a comeback as regulation improves and institutions return to the market. We talked about why more people are borrowing against their Bitcoin instead of selling it, how institutions are coming back as regulation improves, and why the U.S. could become one of the biggest growth markets for crypto lending over the next few years. Learn more about your ad choices. Visit megaphone.fm/adchoices

How Bitcoin Can Be Killed For $8 Billion – Duke’s Cam Harvey 12.07.2026 51min

Duke finance professor Campbell Harvey explains why the recession everyone expected never arrived, argues that AI-driven productivity is just getting started, and makes the case that crypto's biggest opportunity isn't speculation but tokenized real-world assets and stablecoins. He also challenges the idea that Bitcoin is "digital gold," explains why he believes Bitcoin remains highly volatile, and outlines a controversial thesis that derivatives markets could make a theoretical 51% attack on Bitcoin economically profitable. The conversation wraps up with why AI agents may become crypto's biggest long-term use case and how tokenization could reshape the global financial system. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin RIPS Back To $64K On Day 307 Of Its Third-Longest Range 10.07.2026 23min

Bitcoin is showing resilience as it pushes above $64,000, with its 307-day consolidation becoming one of the longest in history and setting the stage for a potential breakout. We also cover why Circle's new OCC approval is a major win for stablecoins, Robinhood's growing dominance in onchain trading, and how the next draft of the CLARITY Act could reshape crypto regulation in the U.S. Plus, we discuss Coinbase's legal leadership transition, and the push by Hyperliquid and Phantom for DeFi-specific regulation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin Holds Strong As Tokenized Stocks EXPLODE To $3.4B 09.07.2026 31min

Bitcoin continues to hold firm despite geopolitical uncertainty, even as spot Bitcoin ETFs saw another day of outflows while Ethereum extended its streak of institutional inflows. We also break down why Glassnode believes Bitcoin's bottoming process isn't complete yet, and why the explosive growth of tokenized stocks could become one of crypto's biggest narratives over the coming years. Learn more about your ad choices. Visit megaphone.fm/adchoices

USDT vs USDC: The Stablecoin War Just Escalated! #CryptoTownHall 08.07.2026 41min

In this episode, Scott and the panel discuss the quick downturn in the crypto markets on the news that Iran ceasfire is over. At the same time, the stablecoin competition between USDT and USDC is heating up, with USDC quietly handling a majority of on-chain transactions, a point highlighted by a recent Visa report. As we consider the implications of institutional adoption and the need for clearer regulations, there's a consensus that the upcoming month is crucial for the Clarity Act, which could influence market dynamics significantly. The introduction of innovative privacy solutions, such as those being developed by Zama, promises to enhance confidentiality in on-chain finance, addressing the growing demand for secure transactions. With expectations that on-chain finance may soon encompass trillions, the future of crypto appears poised for a resurgence, especially if institutions can navigate the balance between privacy and compliance effectively. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin DUMPS To $62K As Iran War Escalates – Matt Hougan Live 08.07.2026 36min

Bitcoin fell below $62K after renewed U.S.-Iran tensions triggered a broader risk-off move across markets. We break down the macro forces driving Bitcoin, why Japanese companies are adding BTC to their treasuries as the yen weakens, and what it means for the market. We also discuss Robinhood chain hot start, Strike's no-liquidation Bitcoin-backed loans, Morgan Stanley's AI outlook, and why Bitwise CIO Matt Hougan believes this correction is a healthy deleveraging process, forming the bottom for higher prices in the fall. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin Just RIPPED To $64K – AI’s $7 Trillion Debt Bomb Is Next 07.07.2026 53min

Bitcoin is back above $63K despite Michael Saylor selling 3,588 BTC ($216M), weak equity markets, and record ETF outflows. We discuss whether Bitcoin is showing genuine relative strength, if Strategy's selling has finally been priced in, and why the recovery in STRC could restart Strategy's Bitcoin buying engine just as the macro backdrop begins to improve. We also cover the $7 trillion AI debt building behind the AI boom, why Chinese AI models are putting pressure on OpenAI and Anthropic, the sharp selloff in South Korean semiconductor stocks despite record Samsung earnings, and President Trump's latest comments suggesting Bitcoin could eventually be added to Trump Accounts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Strategy sells 3588 Bitcoin! Time to panic or is it the bottom?#CryptoTownHall 06.07.2026 1h 6min

In this episode, Dave and the panel analyze MicroStrategy’s surprise Bitcoin sale and how it dismantled forced-seller and sole-buyer narratives, with the market showing resilience from the lows. Joined by Gary, Lou, Michael, and Jamie, they critique altcoin treasury companies holding hundreds of thousands of BTC but lacking viable models or revenue to token holders, creating zombie projects and exhausted leadership without catalysts. Contrasting this with Bitcoin’s hard money thesis amid fiat expansion, they examine Ethereum and Solana’s user growth versus challenges delivering value to holders, similar to utility protocols. The discussion covers on-chain spam from inscriptions, governance debates on filtering, misaligned miner and holder incentives, quantum concerns, and the need for greater professionalism to overcome immaturity and attract institutional capital. They conclude Bitcoin remains underpriced with strong long-term prospects as digital gold. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin’s BIGGEST Test Yet? Saylor Sells $216M (Macro Monday) 06.07.2026 1h 4min

In today's Macro Monday, we break down why Bitcoin may be entering the final stages of its correction. Spot Bitcoin ETFs have started seeing inflows again after record outflows, miner stress has reached historically rare capitulation levels, and the market continues to absorb selling from Strategy without breaking key support. We also discuss why the macro backdrop may finally be shifting in Bitcoin's favor. Hedge funds just recorded their biggest tech selloff since 2016, expectations for Fed rate cuts are rising after weak jobs data, gold is rallying despite ETF outflows, and investors are beginning to ask whether capital is rotating out of AI and back into store-of-value assets like Bitcoin and gold. Learn more about your ad choices. Visit megaphone.fm/adchoices

"Bitcoin Will Be MUCH Higher In A Year" - Matthew Sigel 05.07.2026 31min

Matthew Sigel from VanEck breaks down exactly how his Node fund has outperformed Bitcoin by 100 percentage points since launch, why he's been overweight miners pivoting to AI and underweight exchanges and altcoins, and why he believes Bitcoin will be materially higher a year from now. He explains why the OpenUSD consortium of 140 companies threatening Circle and Tether will likely struggle because consortiums historically fail without a clear business driver, reveals that Bitcoin's hash rate is in its longest decline ever without making a new high as listed miners exit for AI data centers, argues that alt season already happened in crypto equities rather than tokens, shares why he respects the four-year cycle and tells clients to have their full position by October, and makes the case that strategy DATs should carry a living will that forces an unwind if they trade below MNAV for too long. Learn more about your ad choices. Visit megaphone.fm/adchoices

Is Bitcoin's Institutional Adoption Actually A Lie? 04.07.2026 33min

Their research helped the SEC approve the Bitcoin ETFs. Their dashboards helped expose the FTX collapse before anyone else knew what was happening. In this interview, Adrian Fritz and Eli Ndinga from 21Shares break down why institutional allocation to crypto is still practically zero despite all the headlines, how they decide which products to bring to market before the narrative even exists, and why the old altcoin seasons where everything pumps together are never coming back. They explain how blockchains are about to become invisible infrastructure that your mother uses without knowing it, where the next mini bubbles will form in privacy and AI, and why 99% of crypto assets won't exist in a few years — but the 1% that survive will be the Googles and Facebooks of the next era. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin RECLAIMS $61K As Trump Made BILLIONS On Crypto + Stocks 02.07.2026 31min

Bitcoin rebounds after hitting a fresh 21-month low, below its 200-week moving average — but underneath the panic, whales just made THE LARGEST single Bitcoin accumulation spike EVER recorded on chain: 270,000 BTC scooped up at $59K, bigger than the COVID bottom (150K) and the FTX bottom. Cantor Fitzgerald says the bear market is entering its FINAL stretch, projecting a late October bottom based on historical cycles. Metaplanet added 2,823 BTC to push its stack past 43,000. Robinhood just went 24/5 as DTCC's new 24x5 clearing goes live — Wall Street is officially catching up to crypto's 24/7 reality. Meanwhile the biggest stablecoin launch in history just dropped: 140+ giants — BlackRock, Visa, Stripe, Mastercard, Amex, Google, Coinbase, Ripple — launched Open USD (OUSD), a USDC killer that crashed Circle stock 15% overnight. Add June's brutal Marubozu candle (worst month since June 2022), Fed rate HIKE fears from Kevin Warsh, Strategy's $1.25 BILLION sell authorization, and Trump's disclosed $1.4 BILLION in 2025 crypto earnings blowing up Clarity Act ethics negotiations — and we break down whether smart money just called the bottom, or if this is a whale trap before the next leg lower. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are ANY Crypto Bulls Out There or is This the End?#CryptoTownHall 01.07.2026 58min

In this episode, hosts and guests explore the stark contrast between widespread bearish crypto sentiment and their own bullish conviction, noting how prediction markets and AI equities are thriving while crypto feels sidelined. They break down the major stablecoin consortium announcement involving Visa, Mastercard, Stripe, Coinbase, BlackRock and banks, which redirects Treasury yields away from issuers like Circle and triggered sharp stock moves. The discussion covers why a 2022-style leverage implosion is unlikely this cycle due to improved lending models, proof of reserves, and better risk management, alongside MicroStrategy’s dynamics and why it isn’t a near-term forced seller. They also examine traditional finance’s push to adopt stablecoin rails—including potential disruption from X Money—regulatory shifts like the Clarity Act, and why Bitcoin remains undervalued long-term as a digitally native asset amid institutional adoption and cycle patterns. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin CRASHES To 21-Month Low As Circle DUMPS 17% 01.07.2026 47min

Bitcoin just cratered to $57K — a fresh 21-month low, the lowest since September 2024 — as the token sliced through its 200-week moving average, historically a signal of prolonged bear markets. Fed rate HIKE fears from Kevin Warsh and mounting concerns over Strategy's new $1.25 BILLION sell authorization are stripping Bitcoin's biggest structural bid, with June ETF outflows now confirmed at a record $6 BILLION. Meanwhile the biggest stablecoin story ever just dropped: 140+ giants — including BlackRock, Visa, Stripe, Mastercard, Amex, Google, Samsung, Shopify, Coinbase, and Ripple — just launched Open USD (OUSD), a USDC killer with zero mint/redeem fees and reserve earnings shared with partners. Stripe's president declared OUSD "the DEFAULT stablecoin for businesses running on Stripe," and Circle stock (CRCL) crashed 15% overnight. Add Trump's disclosed $1.4 BILLION in 2025 crypto earnings blowing up the Clarity Act ethics fight — and we break down whether Bitcoin's bottom is in, or if this is just the start of something much worse. Learn more about your ad choices. Visit megaphone.fm/adchoices