Episode Details

Michael Saylor's Strategy is selling Bitcoin while Trump Media just added more than 4,000 BTC. Jackson Mikalic, Brian Cubellis, Liam Nelson, and Michael Tanguma put four stories on the shot clock. They break down Strategy selling another 1,690 BTC as its USD reserve hits $4.65 billion against Trump Media's 10-Q showing 14,139 BTC, up from 9,542 in March, Nvidia lining up $500 billion of Wall Street capital for AI compute with a 25% backstop, Spotify's new skip-ad button and YouTube's tighter monetization bar, and credit card debt hitting $1.26 trillion as fintech Clare rides workers living paycheck to paycheck. Where's the signal, and where's the noise?

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🎙️ About The Show

Signal vs Noise: a twice weekly show unpacking the five biggest stories across capital markets, technology, and people, with five minutes on the clock for each.

🧠 Chapters

01:01 - Topic 1 - Strategy Sells Bitcoin, Trump Media Stacks It

07:35 - Topic 2 - Nvidia's $500B Wall Street AI Deal

13:00 - Topic 3 - Spotify's Skip Button and the War on Ads

22:16 - Topic 4 - Credit Card Debt Hits $1.26T and Fintech Clare

28:31 - Lightning Round and Parting Thoughts

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