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Is the Saylor Playbook Cracking? Bitcoin's Biggest Buyer Just Became a Seller
Description
On this episode of CoinDesk's Public Keys at the New York Stock Exchange, Jennifer Sanasie is joined by Two Prime Founder and CEO Alex Blume to discuss Bitcoin's range-bound price action, Strategy's accelerating Bitcoin sell-off, and why he's skeptical of the stablecoin consortium behind OpenUSD that knocked Circle lower.
In a taped interview from the NYSE floor, Securitize CEO Carlos Domingo breaks down the company's NYSE debut under the ticker SECZ via a SPAC deal, its more than $400 million raise, and its move to tokenize its own common stock on the Solana and Avalanche blockchains.
Plus, Lumida CEO Ram Ahluwalia makes sense of the macro picture — from MicroStrategy's shift from Bitcoin's marginal buyer to marginal seller and the bull case for Hyperliquid, to why he sees non-farm payrolls as "noise" under new Fed Chair Kevin Warsh.
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Timecodes:
00:00 Welcome to Public Keys
00:22 Two Prime Founder and CEO Alex Blume on Bitcoin's Range
01:26 Strategy Sells 3,588 Bitcoin to Fund Dividends
03:53 How Bitcoin Breaks From the Strategy Narrative
05:46 Circle Drops 15% on OpenUSD Consortium News
09:13 Securitize (SECZ) Goes Public on the NYSE via SPAC
10:56 Why Securitize Chose a SPAC Over an IPO
12:10 Securitize Tokenizes Its Own Stock on Solana and Avalanche
13:33 Bitcoin, Ether and Hyperliquid ETF Flows
14:37 Lumida CEO Ram Ahluwalia on MicroStrategy's Shift to Selling
16:53 The Bull Case for Hyperliquid
17:37 Non-Consensus Picks: Quality Stocks and ICE
19:09 Why Non-Farm Payrolls Are 'Noise'
20:37 Fed Chair Kevin Warsh Won't Hike or Cut
21:44 Can AI Beat the Market?
23:41 Fear & Greed Index at 24