Podcast Episodes
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Bitcoin Holds $80K - What Could Finally Break the Range?
In this episode, we discuss Bitcoin’s resilience near the bottom of its range, portfolio decisions after taking Zcash profits, and Citi’s forecast fo…
9 hours ago
OpenAI's $20B Revenue Gap - Why the Numbers Don't Match
In this episode, we discuss OpenAI’s revenue reporting and AI-market sensitivity, profit-taking after the crypto sell-off, and quantum-risk narrative…
3 days, 9 hours ago
Bitcoin Near $82K - Why This Dip Is Hitting Altcoins Hard
In this episode, we discuss Bitcoin’s range lows and altcoin selling, the debate over AI and cryptographic security, and Samsung Wallet and stablecoi…
4 days, 8 hours ago
OpenAI's Math Results - Can Human Scientists Still Keep Up?
In this episode, we discuss OpenAI’s new mathematical results, stock-market concentration and crypto liquidations.
00:00 Introduction
00:51 Crypto Head…
5 days, 9 hours ago
Dial In David Jeong from Tread.fi
David Jeong from Tread.fi explains how algorithmic execution and AI agents turn trading theses into orders, and what institutions need to access perp…
6 days, 9 hours ago
Hyperliquid's $8.2M Buyback - What's Driving New HYPE Demand
In this episode, we discuss Hyperliquid’s buybacks and USDC revenue, rising bond yields alongside record stocks, and the CFTC’s proposed crypto frame…
6 days, 9 hours ago
PUMP vs Hyperliquid - What Explains the Huge Valuation Gap?
In this episode, we discuss PUMP’s revenue and valuation gap versus Hyperliquid, Bitcoin’s trading range, and separating long-term holdings from leve…
1 week ago
The Next Crypto Trade? AI Agents Need Privacy
In this episode, we discuss cooling US inflation and stubbornly high bond yields, crypto's Q3 performance, and Monad's privacy plans as the private A…
1 week, 4 days ago
US 30-Year Yield Hits 5.6% as Bond Market Pressure Builds
Episode 820
In this episode, we discuss rising US Treasury yields and the outlook for further Fed hikes, AI valuations after OpenAI DevDay, and Robinhood's push …
1 week, 5 days ago
Simple Farmer From StonkBrokers On Making Stocks Work Onchain
In this episode, we discuss stock-token liquidity strategies, AI-era smart contract security and onchain options with Simple Farmer, founder of Stonk…
1 week, 6 days ago