Supply Shock explores the latest Bitcoin news with a deep historical perspective. Featuring in-depth interviews with industry experts, each episode connects current events to key moments in Bitcoin history, revealing patterns, lessons, and insights shaping the future of digital assets.
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Blockworks Podcasts
1000x is a crypto markets podcast hosted by professional traders Avi Felman and Jonah Van Bourg. We bring on experts to dive deep into the macro and micro factors that represent the lifeblood of digital money and web3. As an increasing share of economic activity and attention migrates online, tokenomics and price action is increasingly relevant to everyone. If you’re interested in the future of markets and crypto, this show is for you.
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The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision. Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBW Follow Blockworks: http ...
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Lightspeed is a podcast for those interested in how crypto can solve real problems and create products users love. It's a callback to the garage days of Silicon Valley, where builders pushed the limits of hardware and software to build world-changing products. We interview the projects and founders that will make this same impact today.
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Empire features interviews with top crypto founders to get the real stories that aren’t shared elsewhere. Empire is your look behind the curtain of the crypto industry. We release two episodes per week: guest interviews on Monday and a weekly roundup on Friday.
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0xResearch is the show for those who want to step up their game and think like a crypto analyst. We bring on crypto's best to uncover the latest research, explore protocol developments and identify new narratives. We are full-time crypto analysts who read white papers, governance forums and research pieces for fun (normal, right?). Join us as we combine crypto's top talent with our countless hours of research to create the best content in the space. Subscribe on YouTube: https://bit.ly/3foDS ...
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Bell Curve breaks down the most important themes in crypto for people who, like us, are confined to the middle of the bell curve. Each season explores a different thesis that we'll test and refine through debate with crypto's best. If you're a crypto native, degen or investooor, this podcast is for you. Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH Get top market insights and the latest in crypto news. ...
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Host Anthony "Pomp" Pompliano runs through history covering the financial insights from the world's largest companies and investors.
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Host Soona Amhaz sits down with the movers and shakers in the crypto industry to discuss the big ideas they spend their days thinking about. Soona and her guests examine everything from industry trends, to what books they're reading, to human psychology and investing.
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Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Base Layer will be providing insights from founders and investors in the base layer of cryptoassets. Simplifying complex projects and the technology being developed, from interoperability to relayers and more - who is building the future, why are they and how are they doing it.
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From Meltem Demirors and Jill Carlson, welcome to What Grinds My Gears, a podcast about the bizarre and buzzworthy happenings in the world of cryptocurrency. Each week, we delve into one key theme in crypto, and examine this theme through a broader financial, political, and cultural lens to learn from the past, understand the present, and explore the future.
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We’re pleased to introduce our new podcast series — Abra's Money 3.0, your guide to the future of all things money. The way money works — everything from the technology behind money to the way people are using it — is changing. This new podcast series will take a deeper dive into this evolution and how it is impacting finance, investing, and access to global markets. Learn how Money 3.0 works and how it will impact you by joining us in conversation with the people spearheading the future of ...
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Where we interview thought leaders in the DeFi space so that you can learn and attain financial freedom.
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The block Is hot when this group gets together and decides to give their opinion on current affairs. Like the show says "Real Talk, Good Music, News and More..."
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On Fundamental Value we speak with the leading hedge funds, analysts, trading venues, and digital asset market participants. Our goal is simple - to understand how the leading minds in the cryptocurrency space are researching, analyzing, and quantifying the value of cryptocurrency. The Fundamental Value Podcast is hosted by Joshua Frank, CEO of The TIE - the leading provider of institutional cryptocurrency data. https://thetie.io
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1
Aerodrome’s Big Upgrade | Alexander Cutler
58:00
58:00
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58:00In this episode we are joined by Alexander Cutler from Aerodrome to discuss Aero’s rebrand, the Metadex03 upgrade, Slipstream V3 and Aero’s approach to emissions, revenue, and long-term token economics. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely…
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1
Lighter’s Token Launch, Erebor Raises $350M & Walmart's Crypto Strategy
49:26
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49:26We're back with our first weekly roundup of 2026! This week we discuss Lighter token launch, Walmart's crypto strategy with OnePay, Erebor's $350m raise, what to expect in 2026 & more. Enjoy! -- Follow Jason: https://x.com/JasonYanowitz Follow Rob: https://x.com/HadickM Follow Empire: https://twitter.com/theempirepod -- "Mantle Global Hackathon 202…
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1
Commodities & Cyclicals Are 2026’s Mega-Cap Tech | Weekly Roundup
53:28
53:28
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53:28This week, we discuss an insanely busy news cycle from surging metals and commodities to AI CapEx bottlenecks, SCOTUS tariff ruling, mega-cap rotation, and signs of economic re-acceleration shaping markets in 2026. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Foll…
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1
Hivemind: Will 2026 Be Bullish & Crypto's Token vs Equity Problem
1:04:29
1:04:29
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1:04:29This week, the Hivemind team breaks down the current state of the markets and asks whether the start of 2026 will be bullish. We then dive into the ongoing token vs equity debate in crypto and explore the best way to structure ICOs. Enjoy! -- Follow Ceteris: https://x.com/ceterispar1bus Follow Jason: https://x.com/3xliquidated Follow Jose: http…
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1
Do Buybacks Make Sense? | Lucas Bruder
1:02:35
1:02:35
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1:02:35Gm! We're back with Lucas from Jito to break down the new IBRL dashboard on Solana validator behavior. We also dive into token buybacks versus growth, governance design, and more. Enjoy! -- Follow Lightspeed: https://twitter.com/Lightspeedpodhq Follow Jito Labs: https://x.com/jito_labs Follow Lucas Bruder: https://x.com/buffalu__?lang=en Follow C…
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1
Bitcoin’s Next Decade Will Run Through Public Companies
44:14
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44:14In this episode, Rizzo is interviewed by Tyler Rowe from Treasury Orange to explore how Bitcoin’s narrative is shifting from grassroots rebellion to corporate balance sheets, why Bitcoin treasuries have become the defining theme of this cycle, how figures like Michael Saylor reframed Bitcoin for institutions, and what this means for payments, capit…
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1
Quadrillions: The Crypto Capital of the World | Acting Chairman Pham
35:23
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35:23In this episode, we’re joined by Acting Chairman Pham to discuss the CFTC’s “back to basics” regulatory approach, cooperation with the SEC, and the CFTC’s 12-month Crypto Sprint initiative. We dive into tokenized collateral, stablecoin regulation, global market harmonization, and strategies to make the U.S. the crypto capital of the world. -- Quadr…
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1
Future Growth Will Be Driven By Banks, Not the Fed | Andy Constan
1:02:29
1:02:29
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1:02:29In this episode, Andy Constan joins the show to break down why markets may be leaving the Fed-driven era behind, how private credit and bank balance sheets are becoming the real engine of growth, and what massive AI and onshoring investments mean for rates, risk, and the business cycle going forward. Enjoy! __ Follow Andy: https://x.com/dampedsprin…
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1
Where To Allocate In 2026 | Matty Taylor
1:00:36
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1:00:36Gm! We're back with Matty Taylor to unpack what's next for Colosseum in 2026. We deep dive into where Matty sees the most opportunity right now, crypto token vs equity problem, token buybacks, Solana DeFi and more. Enjoy! -- Follow Matty: https://twitter.com/mattytay Follow Danny: https://x.com/defi_kay_ Follow Lightspeed: https://twitter.com/Ligh…
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1
Bitcoin’s Hard Limits and Illusion of Governance | John Carvalho
51:25
51:25
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51:25In this episode, John Carvalho returns to challenge prevailing assumptions about Bitcoin governance, scaling, and maximalism, arguing that many current debates are distractions from Bitcoin’s core constraints. We explore his framework for understanding blockspace, protocol subjectivity, and why he believes future changes to Bitcoin may be far harde…
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1
Bitcoin’s Back, Venezuela Regime Change, Memecoins, 2026 Mega Trends
53:00
53:00
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53:00Gm! This week, we dig into whether Bitcoin is headed back to $100k, continuation of the debasement trade, if it’s time to short memecoins, what Venezuelan and Iranian regime change mean for oil and Bitcoin, betting on today’s mega trends and more. Enjoy! – Go follow the new 1000x feed to keep up to date with all new episodes! Spotify: https://bit.l…
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This week, Mippo, Myles, and Xavier sat down to discuss their predictions for 2026! They cover ecosystems, corporate chains, DeFi themes, venture capital, prediction markets, and AI.Thanks for tuning in! Resources 2025 Year in Review: https://youtu.be/b3OMNMqMof0?si=q5Or5Vcc00kEwxbO Mippo’s 2026 Predictions: https://x.com/MikeIppolito_/status/20068…
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Gm! We're back with Carlos for another weekly roundup. This week we discuss recent SOL ETF inflows, payment for order flow on Solana, why JitoSOL is losing market share, our 2026 predictions & more. Enjoy! -- Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Join th…
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Bitcoin’s Next Cycle Is Political | Nolan Bauerle
47:12
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47:12In this episode, Nolan Bauerle joins the show to discuss Bitcoin entering a new phase where politics, Wall Street, and nation-states reshape its trajectory. We explore why this cycle disappointed expectations, how ETFs and financial engineering changed the game, and why 2026 may matter most for Bitcoin’s next act. Enjoy! — Follow Nolan: https://x.c…
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51
The Market Has Already Picked Its Winners for 2026 | Tony Greer
36:34
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36:34In this episode, Tony Greer joins the show to break down why the metals trade still feels early, whether oil finally catches a bid in 2026, why AI could be in its last innings, and what Bitcoin’s frustrating price action is quietly telling traders. We also unpack how to think about managing risk and Tony’s advice for 2026. Enjoy! __ Follow Tony: ht…
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Gm! This week, we dig into our 2026 predictions. We debate whether metals are late-cycle or just getting started and outline their highest-conviction calls for 2026, including Bitcoin price action in January, altcoin trends, and where speculation may (or may not) return. Enjoy! – Go follow the new 1000x feed to keep up to date with all new episodes…
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What's Next For Crypto In 2026 | Kairos Research
1:10:22
1:10:22
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1:10:22Gm! We're back with Teddy and Ian at Kairos Research for a discussion on what to expect heading into 2026. We deep dive into the behind the scenes of running a validator, Solana's inflation dynamics, the perps opportunity, are token buybacks actually positive & more. Enjoy! -- Follow Ian: https://x.com/Ian_Unsworth Follow Teddy: https://x.com/Teddy…
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Bitcoin Year-End Review: Power, Politics & Financialization | Rob Hamilton
51:28
51:28
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51:28In this episode, Rob Hamilton joins to discuss Bitcoin entering a new phase shaped by institutions, politics, and infrastructure. We explore what 2025 revealed about Bitcoin’s power shifts, cultural fractures, and unresolved questions heading into 2026. Enjoy! — Follow Rob: https://x.com/Rob1Ham Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply…
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1
HIP-3 and Markets by Kinetiq with Omnia | Livestream
52:16
52:16
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52:16In this episode we are joined by Omnia and we discuss Kinetiq’s liquid staking strategy on Hyperliquid, including kHYPE and kmHYPE products, xLSTs, risk isolation, and token design. We also cover the upcoming Markets exchange by Kinetiq, oracle and asset plans, ecosystem maturity, security practices, and distribution strategy. Thanks for tuning in!…
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Welcome to our final weekly roundup of the year! In this episode we reflect on our 2025 predictions before deep diving into our 2026 predictions. We discuss what to expect for stablecoins, prediction markets, the equity vs token debate & more. Enjoy! -- Follow Jason: https://x.com/JasonYanowitz Follow Rob: https://x.com/HadickM Follow Santi: https:…
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Gm! We're back with Dan & Carlos for our final roundup of the year. We deep dive into the current DEX landscape, crypto's token vs equity dilemma, prop AMMs, onchain equities & more. Enjoy! -- Follow Dan: https://x.com/smyyguy Follow Danny: https://x.com/defi_kay_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Join the Lightspeed Telegram…
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This week, Mippo, Myles, and Xavier sat down for the 2025 Year in Review! They cover the biggest winners and losers of 2025, the best and worst calls of the year, the comeback story of the year, and more. Thanks for tuning in! -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns …
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Why This Isn’t A Bubble & Early 2026 Looks Like Goldilocks | Warren Pies
49:44
49:44
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49:44In this episode, Warren Pies of 3Fourteen Research joins the show to discuss why disinflation and Goldilocks conditions persist into early 2026, and where the real risks may flip from cooling to overheating. We also explore his outlook on bonds, equities, commodities, and the policy trade-offs beneath a K-shaped economy. Enjoy! __ Follow Warren: ht…
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How Kamino Became Solana's Largest Lending Protocol | Marius Ciubotariu
54:18
54:18
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54:18Gm! We're back with Marius Ciubotariu to discuss the recent Kamino product launches as we head into 2026. We deep dive into the DeFi lending flywheel, how Kamino became Solana's largest borrow/lend protocol, growth in 2026 & more. Enjoy! -- Follow Marius: https://x.com/y2kappa Follow Danny: https://x.com/defi_kay_ Follow Lightspeed: https://twitte…
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1
Why Bitcoin Blockspace May Be Severely Underpriced | Blockspace Baron
39:49
39:49
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39:49In this episode, Blockspace Baron joins the show to deep dive into a contrarian Bitcoin thesis: treating block space itself as a scarce, financial asset. We explore why Blockspace Baron is aggressively acquiring it, how inscriptions and tokens reframe fee economics, and what this could mean if transaction fees rise. Enjoy! — Follow Blockspace Baron…
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1
Bitcoin Needs Vol, BTC vs Gold, Retail Trading Edge, 2026 Predictions | Jeff Park
46:54
46:54
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46:54Gm! This week, we discuss why Bitcoin needs more volatility, BTC competing with gold, finding edge as a retail trader, and Jeff’s 2026 predictions. Enjoy! – Go follow the new 1000x feed to keep up to date with all new episodes! Spotify: https://bit.ly/4676Sob Apple: https://bit.ly/4etlBMd – Follow Jeff: https://x.com/dgt10011 Follow Avi: https://x.…
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1
The State of Crypto, 2026 Predictions & Espresso's Token Launch | Jill Gunter
57:02
57:02
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57:02This week, Jill Gunter from Espresso joins the show to discuss the state of crypto today. We deep dive into how has crypto evolved, why privacy matters, predictions for 2026, will Espresso launch a token & more. Enjoy! -- Follow Jill: https://x.com/jillgun Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod Joi…
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Why Today’s Economy Serves Assets, Not Workers | Harris Kupperman
57:54
57:54
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57:54In this episode, Harris (Kuppy) Kupperman joins Tyler to discuss why markets may look strong, but beneath the surface they’re being run for asset holders, not workers. We explore how policy choices, market structure, and AI hype are driving asset-driven feudalism. Enjoy! — Follow Kuppy: https://x.com/kuppyskorner Follow Tyler: https://x.com/Tyler_N…
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We went live with Figment Capital’s Jim Parillo and Dougie DeLuca, as well as Theia’s Noah Goldberg, to discuss Dougie’s “Crypto Is Dead” piece. We examined the shift from building for crypto natives to broader adoption, challenges in sales and BD across crypto, infrastructure versus application-layer investing, monetization models for blockchains,…
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1
2026 Predictions with Michael Anderson and Vance Spencer
1:08:24
1:08:24
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1:08:24This week, Michael and Vance joined the show to recap everything that happened in 2025, and give their predictions for 2026. They cover the CLARITY Act, stablecoin growth, prediction markets, and more. Enjoy!Thanks for tuning in! -- Follow Michael: https://x.com/im_manderson Follow Vance: https://x.com/pythianism Subscribe on YouTube: https://bit.l…
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1
Is 2025 Crypto's Dot-com Moment? | Weekly Roundup
1:03:04
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1:03:04This week, we discuss whether 2025 marks crypto’s dot-com moment. We deep dive into how to allocate capital as crypto and fintech continue to merge, crypto’s token-vs-equity dilemma, Coinbase’s recent product releases, who wins the stablecoin race and more. Enjoy! -- Follow Jason: https://x.com/JasonYanowitz Follow Rob: https://x.com/HadickM Follow…
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1
Fixing Crypto’s Broken Token Structures | Roundup
1:02:38
1:02:38
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1:02:38This week, Mippo, Myles, and Xavier sat down to discuss recent events in crypto governance, including Uniswap’s unification plan, Aave’s internal conflict, and Circle’s acquisition of Axelar’s core developers. They dive into token and equity misalignment, investor protections, regulatory challenges, valuation implications, and potential future stru…
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1
Hivemind: Crypto Is Dead with Dougie DeLuca
48:38
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48:38This week, Dougie DeLuca joins the Hivemind team to discuss his recent piece "Crypto Is Dead". We deep dive into the shift that is happening within crypto as we head into 2026, why is sentiment so bad, where to allocate in 2026, where crypto has found PMF and more. Enjoy! -- Follow Dougie: https://x.com/DougieDeLuca Follow Jose: https://x.com/ZeMar…
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1
Solana's Biggest Opportunity In 2026 | Dan Smith
1:02:39
1:02:39
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1:02:39Gm! We're back with Dan Smith to discuss the latest happening in the Solana ecosystem. We deep dive into the new Lightspeed investor relations platform, takeaways from Breakpoint, the rise of prop AMMs & more. Enjoy! -- Follow Dan: https://x.com/smyyguy Follow Danny: https://x.com/defi_kay_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq J…
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1
Bitcoin is the Antidote to a Broken System | Natalie Brunell
37:06
37:06
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37:06In this episode, Natalie Brunell unpacks how Bitcoin reframes money, incentives, and opportunity in a world where inflation and broken systems quietly shape daily life. We also discuss why Bitcoin is apolitical and a universal antidote to the broken American dream. Enjoy! — Follow Natalie: https://x.com/natbrunell Follow Rizzo: https://x.com/pete_r…
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1
How To Position In A "Slowdown" Regime | Market Radar
51:33
51:33
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51:33In this episode, the Market Radar team joins the show to discuss why markets have struggled to trend, how Market Radar’s models navigate slowdowns versus true risk-off regimes, and what growth, inflation, and liquidity signals are actually saying beneath the headlines. We also cover finding real macro signals from the noise and their predictions fo…
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1
How Hylo Is Accelerating Solana DeFi In 2026 | Plish
54:38
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54:38Gm! We're back with Plish to discuss Hylo and their riadmap heading into 2026. We deep dive into the Hylo origin story, how Hylo became Solana's highest yielding stablecoin, risk management during liquidation events, SOL's inflation rate & more. Enjoy! -- Follow Plish: https://x.com/0xPlish Follow Danny: https://x.com/defi_kay_ Follow Lightspeed: …
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1
Bitcoin Needs Innovation, Not Complacency | Jameson Lopp
55:49
55:49
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55:49In this episode, Jameson Lopp returns to discuss Bitcoin’s muted 2025 cycle, the shifting power from retail to institutions, and the messy but necessary evolution of Bitcoin’s development, governance, and blockspace economics. We also explore Zcash’s unexpected resurgence, the risks and realities of future forks, and what truly threatens Bitcoin he…
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1
When Do We Buy, Global M2, Does Crypto Need A Catalyst, & Owning Your L’s
56:20
56:20
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56:20Gm! This week, we discuss when to finally step in and buy crypto with size, Bitcoin's dislocation from global M2, precious metals, whether crypto needs a catalyst, owning L's as a trader, and more. Enjoy! – Go follow the new 1000x feed to keep up to date with all new episodes! Spotify: https://bit.ly/4676Sob Apple: https://bit.ly/4etlBMd – Follow A…
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1
Fundamentals Are The New King of Crypto | Smac & Noah Goldberg
1:03:08
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1:03:08This week, Noah from Theia & Smac from Compound discuss why crypto’s next chapter won’t be powered by hype alone. They explain how valuations, narratives, fund structures, and real cash-flow durability are reshaping the industry, and why investors must adapt to a world where fundamentals finally matter. Enjoy!—Follow Noah: https://x.com/tradernoah …
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1
The Rise of Equity Perps | Livestream
1:04:12
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1:04:12We went live to discuss the emergence of equity perps in crypto, focusing on their structure, advantages over traditional options, and implications for platforms like Hyperliquid and Solana. Shaunda Devens explains market mechanics, oracle design, funding rates, regulation, tokenized stocks, and Hyperliquid’s ecosystem strategy, including buybacks,…
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1
Tempo Testnet Goes Live, Burnout In Crypto, and Farcaster’s Pivot | Weekly Roundup
1:03:10
1:03:10
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1:03:10This week, we discuss Polymarket data accuracy, VC involvement in portfolio companies, Paradigm’s Tempo testnet launch, reflections on burnout in crypto, and Farcaster’s pivot. Enjoy! – Follow Jason: https://x.com/JasonYanowitz Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire: https://twitter.com/theempirepod…
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Solana's Onchain Nasdaq Thesis | Carlos Gonzalez Campo
1:00:32
1:00:32
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1:00:32Gm! We're back with Carlos to discuss the latest happening in Solana today. We deep dive into the state of the network, Solana's decentralized Nasdaq thesis, Jupiter's super-app vision & more. Enjoy!--Follow Carlos: https://x.com/0xcarlosgFollow Danny: https://x.com/defi_kay_Follow Lightspeed: https://twitter.com/LightspeedpodhqJoin the Lightspee…
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1
Fed Embraces "Run It Hot" For Powell's Final Months | Weekly Roundup
58:45
58:45
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58:45This week, we discuss a pivotal FOMC day, the Fed’s new liquidity injections, shifting market leadership, and why inflation, credit, and social pressures are all converging into a “run-it-hot” regime. We also weigh the implications for Main Street, metals, Bitcoin, and 2026 positioning. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Qui…
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1
The $13,000 Book Preserving Bitcoin's History | Jimmy from Smashtoshi
30:32
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30:32In this episode, Jimmy from Smashtoshi joins the show to discuss its multi-year project to preserve Bitcoin’s history. We discuss how early communities shaped the network’s identity, how Bitcoin’s story blends technology with social movements, and why today’s institutional wave risks overshadowing the ideals that built it. Enjoy! — Follow Smashtosh…
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1
The Return of Corporate Blockchains | Roundup
1:19:52
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1:19:52This week, Mippo, Myles, and Xavier sat down to discuss the resurgence of corporate blockchains, tracing their evolution from early “blockchain not Bitcoin” initiatives to today’s enterprise adoption. They analyze the various blockchain models, design tradeoffs, regulatory and strategic factors, and how companies like Stripe and Robinhood approach …
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1
The Global Economy Runs on Perpetual Stimulus | Keith Dicker
44:32
44:32
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44:32In this episode, Founder & CIO of IceCap Asset Management and host of The Loonie Hour podcast Keith Dicker breaks down why global markets now depend on constant stimulus, why Canada looks fragile as the U.S. strengthens, and how fiscal expansion and bond-market stress could shape the future of macro. Enjoy! __ Follow Keith: https://x.com/IceCapGlob…
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1
How MetaDAO Became Solana's Breakout Token Launchpad | Kollan House
1:01:45
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1:01:45Gm! We're back with Kollan House (MetaDAO Co-Founder) to discuss MetaDAO's breakout moment. We deep dive into how to improve the ICO process, the futarchy thesis, Kollan's thoughts on token buybacks, crypto in the U.S, and more. Enjoy! -- Follow Kollan: https://x.com/metanallok Follow Danny: https://x.com/defi_kay_ Follow Lightspeed: https://twitt…
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Is The Bitcoin Treasury Trade Dead? | John Fakhoury
43:18
43:18
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43:18In this episode, John Fakhoury joins the show to discuss Bitcoin’s “missing bull market,” how Bitcoin is becoming a global macro asset, why institutions can no longer ignore it, and why hype-driven treasury companies and altcoins are facing a harsh reality check. We also explore what could drive the next phase of adoption, what 2026 may bring, and …
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Gm! This week, we cover end-of-year tax moves, revisit Jonah’s CryptoPunk trade, and share our views on equities and commodities. We also dive into the stupidly bullish AI scenario, the horseshoe theory of politics, the crypto valuation & commodity debate, and much more. Enjoy! – Go follow the new 1000x feed to keep up to date with all new episodes…
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