Podcast Episodes
Back to SearchAI Agents, Ethereum’s Comeback, and Crypto-Backed Mortgages
Episode 169
We unpack the latest cross asset price action in response to surging oil prices and what elevated energy prices could mean for inflation, the Fed, an…
12 hours ago
A New Crypto Taxonomy, Ethereum’s Supply Sink, and Tokenizing the S&P 500
Episode 168
In this episode, we step back from the macro noise and focus on the biggest crypto stories of the week:
(03:11 - 05:18) Why tokenization, stablecoi…1 week ago
Crypto’s Divergence: Peak Pessimism, AI Agents, and Positive Signs for Altcoins
Episode 167
This week, we unpack some major crypto market themes:
The Iran shock has turned oil from a background variable into an active transmission channel …2 weeks ago
Revisiting the Oil Shock from Iran, Hyperliquid’s Edge, and U.S. Inflation Risks
Episode 166
In this episode, we unpack the latest escalation in the Iran conflict and why the move in oil matters for markets, inflation expectations, and the Fe…
3 weeks, 1 day ago
Iran Impact on Crypto Markets, Oil Shock, Block’s AI-driven Layoffs and Bitcoin Key Levels
Episode 165
In this episode, we unpack the latest escalation in the Iran conflict and why the Strait of Hormuz standoff may be affecting market volatility and in…
4 weeks, 1 day ago
Cross-asset Course Correction
Episode 164
In this episode, we explore AI’s role in the recent cross-asset sell off and talk about what levels to watch on bitcoin in this mostly technically dr…
1 month, 2 weeks ago
Quantum vs. Bitcoin: Preparing Without the Panic
Episode 163
On this episode, we sit down with Project 11 CEO Alex Pruden to unpack what quantum computing really means for bitcoin’s long‑term security — without…
1 month, 3 weeks ago
The Relentlessness of Entropy
Episode 162
This week we discuss the sharp decline in crypto prices, which fell alongside gold after the nomination of Kevin Warsh as Fed chair, seemingly dispro…
1 month, 4 weeks ago
Silver and Gold Stumble, Bitcoin Pinned by Technicals
Episode 161
The global macro landscape is shifting fast, and this week we dive into how it’s influencing bitcoin’s price. We’ll explore potential for a rotation …
2 months ago
Special Guest Richard Galvin, DACM’s Executive Chairman & CIO
Episode 160
This week, we step back from the day‑to‑day price action and bring on Richard Galvin, Executive Chairman & CIO at Digital Asset Capital Management (D…
2 months, 1 week ago