The Wolf Of All Streets

Citi raises its Bitcoin target to $113K as institutional demand returns, even as Treasury yields hit 24-year highs. We also cover MetaMask’s staking security incident, Open USD launching with $1B in backing, and VanEck’s thesis that Bitcoin miners could become major winners from the AI power shortage — a key topic we explore with Matt Sigel.

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Bitcoin is stuck near $83K as rising Treasury yields and upcoming PCE inflation data keep markets cautious. Meanwhile, Robinhood is making a major push into AI trading agents, crypto perps and weekend stock trading, while OpenAI seeks $30B at a $1.4T valuation. We also cover Wall Street exploring tokenized options and signs that Gulf producers are finding ways around disruptions in the Strait of Hormuz.

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Bitcoin faces another macro test as analysts warn the 10-year Treasury yield could reach 6%, although rising debt concerns could strengthen Bitcoin’s long-term case. We also cover Goldman bringing its $100B Treasury fund into crypto infrastructure, the debate over Tether’s role in Iran, Anthropic’s IPO disclosures around AI risks, and Coinbase completing its regulated U.S. derivatives stack.

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Bitcoin falls back toward $83K despite a massive $2.4B week for ETF inflows, as oil spikes above $100 and the 10-year Treasury yield surges to 5.2%. We also cover Trump considering a diesel export ban, California cracking down on political memecoins, and Bitget recovering from a $352M hack.

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SEC Commissioner Hester Peirce discusses what comes next after the Clarity Act failed and why the SEC can still move crypto regulation forward under its existing authority. She breaks down the new five-year framework for tokenized stocks, the push to bring more financial activity onchain, and why experimentation could help shape a more permanent regulatory framework for crypto.

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Avichal Garg breaks down why Bitcoin could eventually reach multi-million-dollar valuations as adoption expands from retail and institutions to AI agents. He explains why autonomous agents will need crypto wallets and stablecoin rails, how AI is already changing the nature of work, and why the convergence of AI and crypto could create an entirely new digital economy.

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Joseph Chalom breaks down how AI agents, stablecoins, tokenization and DeFi could reshape the financial system and disrupt trillions in fees. He explains why Ethereum could become a key settlement layer for this agentic economy, while Bitcoin remains a hedge against monetary debasement. Ultimately, he believes AI agents could automate investing, saving and borrowing while putting more financial control back in consumers’ hands.

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Bitcoin falls toward $83K as markets price in four more Fed hikes and the 10-year Treasury yield surges above 5.1%. Meanwhile, the Trump administration is exploring a global push for dollar stablecoins, while Infosys, Chainlink, IBM and Swift accelerate efforts to bring traditional finance and payments onchain.

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Bitcoin is holding near $87K as it heads toward its first three-month winning streak since 2012, while Zcash continues to outperform with another 10% rally. We also cover BlackRock’s thesis that AI agents could drive the next wave of stablecoin adoption and the growing AI price war as Anthropic rolls out a cheaper model. Plus, Tristan Thompson joins to discuss his crypto investments, Zcash thesis, backing Anthropic, and the upcoming NBA season.

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Bitcoin is holding near $85K as ETF demand surges, with nearly $1 billion flowing into U.S. spot funds in a single day. Meanwhile, X is bringing stock and crypto trading closer to its timeline, while Google, Apple, and even the ECB push deeper into tokenization. Copper is also back near record highs as global supply tightens.

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Brian Armstrong discusses the fallout from the failed Clarity Act and why he believes crypto regulation can still move forward through the SEC and CFTC. He shares his outlook on tokenized equities, crypto perps and new capital-formation rules, arguing that clearer regulations could open access to new financial products and make the U.S. more competitive in crypto.

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Bitcoin surges to $85K as a massive short squeeze wipes out nearly $648M in bearish bets, while falling oil prices push Treasury yields back below 5%. We also discuss the CFTC moving ahead with crypto rules despite the stalled Clarity Act and what the latest regulatory changes could mean for the broader market.

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Martin shares his journey from traditional banking into crypto and explains why he now sees crypto working alongside banks rather than replacing them. The conversation covers stablecoins, institutional adoption, the changing altcoin market, privacy, and why simplifying crypto’s complicated UX is essential for mainstream adoption. They also discuss how companies like ChangeNOW are becoming part of the financial “plumbing” that could eventually make blockchain invisible to everyday users.

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Bitcoin is holding near $78K despite rate hikes, a stronger dollar and the Clarity Act setback, while JPMorgan says BTC could outperform gold if defensive ETF positioning unwinds. We also cover the SEC opening a five-year path for real U.S. stocks to trade onchain and Hyperliquid’s rapid growth in RWA trading as traditional assets move onto crypto rails.

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Crypto rallied after the Fed delivered its first 25bps hike since 2023, with Bitcoin holding near $76K, Treasury yields easing and Zcash surging to new highs. Tristan Thompson joins the show as we break down the market reaction, the Fed’s path from here, and how the SEC and CFTC are moving ahead with crypto rules after the Clarity Act stalled.

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Bitcoin is trading near $76K ahead of today’s Fed decision, while the Clarity Act failed its key Senate vote and regulators prepare to move ahead with crypto rules anyway. We also cover Robinhood engineers charged with insider trading through Hyperliquid and Circle launching Arc mainnet with major institutional backing.

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Markets are heading into a huge week with the Fed decision and Clarity Act vote in focus, while the 10-year Treasury yield breaks above 5% to its highest level since 2007. We also cover the SEC pushing ahead on crypto rules even if Clarity fails, the DOJ targeting $61M in Iran-linked crypto, and Robinhood moving to make stock tokens function more like real shares.

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Bitcoin is holding near $78K even as AI fears hit global stocks, while markets now price an 85% chance of a Fed rate hike this week. We also cover Trump backing new crypto ethics rules ahead of the Clarity Act vote, growing calls to slow the AI race, copper’s long-term supply squeeze, and Revolut exposing sensitive customer data after falling for a fake government request.

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Caitlin Long explains why she believes Operation Choke Point 2.0 is still alive, even as major banks embrace crypto. She shares what she saw in Fed emails obtained through her lawsuit and why she believes crypto banks are still being blocked. We also discuss what a forensic investigation could reveal about the Fed’s role in the 2023 banking crisis, how far up it could go, and whether anyone will be held accountable.

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Mark Moss joins the show to break down Bitcoin’s sharp rebound, why institutional buyers accumulated while retail capitulated, and why he believes the cycle low is likely already in. The conversation dives into AI-driven economic growth, higher interest rates, Treasury intervention and why those forces could ultimately strengthen Bitcoin’s long-term monetary case. They also discuss Bitcoin’s path toward a $1 million valuation, the evolution of Bitcoin treasury companies, and how Strategy is pioneering an entirely new financial model around BTC.

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Dan Tapiero joins the show to break down why he thinks Bitcoin’s recent low is likely in, with U.S.-Japan currency intervention and improving liquidity helping drive the rebound. He also discusses the rapid convergence of crypto and TradFi, arguing that tokenization, RWAs, stablecoins and prediction markets are expanding the digital asset ecosystem far beyond Bitcoin alone. The conversation finishes with why he sees the intersection of AI and blockchain — especially agentic payments and tokenized illiquid assets — as one of the biggest long-term investment opportunities.

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Bitcoin and markets are heading into a major political and macro week as Trump ties a $5,000 dividend and the end of the war to the midterms, while Treasury’s $6B bond buyback fails to stop yields from climbing. Strive continues aggressively adding Bitcoin as SATA nears a $1B market cap, and Brian Armstrong says crypto will get regulatory clarity even if the Clarity Act fails — a notable shift in tone ahead of the Sept. 15 vote.

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Bitcoin is holding near $79K ahead of key inflation data and next week’s Fed decision, while Zcash ETF demand is exploding and HYPE hits new highs as Hyperliquid open interest nears pre-crash levels. We also cover Bessent’s aggressive stance on the yen, Robinhood Chain’s record fees driven by Pons, and growing concerns inside frontier AI labs after an Anthropic researcher quits over safety risks.

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Bitcoin is stuck below $80K as markets wait on CPI and PPI, with Fed hike odds still near 60% and oil pushing toward $100 on renewed geopolitical pressure. We also cover Hunter Biden’s new LAPTOP memecoin, governance concerns hammering Metaplanet shares, and white-hat hackers returning most of the $320M taken from Liquid. Plus, South Korea says stablecoins could save merchants billions in annual payment fees.

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Coinbase Chief Policy Officer Faryar Shirzad joins the show to break down the political battle around the Clarity Act, why crypto has become a real voting issue, and what happens if Congress fails to pass legislation. He explains how regulators could still move aggressively through rulemaking, why permanence and federal preemption matter, and how products like perpetuals and tokenized assets are pushing finance toward 24/7 blockchain rails.

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Bitcoin is starting to trade more like gold than stocks, with its correlation to gold hitting a six-year high as concerns around bonds, the dollar, and debasement grow. Meanwhile, tokenized stocks are creating new controversy after AMC pushed back on Robinhood’s synthetic shares, while Arbitrum is benefiting from Robinhood Chain’s growth. Coinbase is also pushing for 24/7 stock perpetuals in the U.S., and Strive says it could become the world’s second-largest public Bitcoin holder by year-end.

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Bitcoin is nearing a golden cross as ETF inflows and falling USDT dominance point to improving risk appetite. We also cover catastrophe bonds moving onchain, the Supreme Court fight over prediction-market regulation, Robinhood Chain speculation spilling into Nasdaq stocks, and Kraken delaying its IPO to 2027. Plus, BitGo CEO Mike Belshe joins to discuss crypto custody, institutional demand and the push to bring perpetual futures to U.S. markets.

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Bond markets are spiraling again, with U.S. 10-year yields back above 4.8%, UK yields at their highest since 2008, and oil near $95 reigniting inflation and Fed hike fears. Bitcoin is getting crushed alongside risk assets as markets now price roughly a 70% chance of a September rate hike. Meanwhile, major banks are teaming up on a new stablecoin, Hyperliquid Strategies expands its equity facility to $2.5 billion, and China’s collapsing credit impulse adds another warning sign for global liquidity.

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Bitcoin ETF buying is back after a brief pause, with assets hovering near $100 billion as institutional demand continues to build. Hyperliquid is working with Kraken parent Payward on a path into U.S. markets, while Robinhood Chain is seeing record activity and even outpacing Ethereum in daily revenue. Polymarket is also raising $1 billion at a $21 billion valuation, and GoPro stock surged after Markiplier became its largest shareholder.

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Bitcoin heads into September under pressure as renewed U.S.-Iran strikes push oil above $90 and markets sharply raise the odds of a Fed rate hike after Kevin Warsh’s hawkish Jackson Hole speech. Despite September’s historically weak reputation, midterm-year seasonality has often been much stronger, while gold is still coming off its best month since January.

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Tether is evolving far beyond its roots as a stablecoin issuer, building a broader financial and technology company around USDT, U.S. Treasuries, Bitcoin, gold and even farmland. The conversation covers how its new KPMG audit addresses years of criticism, why Tether is hedging its exposure to the dollar with scarce assets, and how it could eventually become one of the largest buyers of U.S. government debt.

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Bitcoin’s breakout may be signaling the start of a new bull phase, with the setup looking similar to the 2023 move that followed the Silicon Valley Bank crisis. Ran Neuner argues that compressed volatility, Bitcoin’s bounce from long-term technical levels, renewed ETF inflows and improving macro conditions all support the idea that the bear market may be over. The conversation also covers potential tension between Kevin Warsh and Scott Bessent, why the Clarity Act may still fail, and what that could mean for crypto regulation.

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Bitcoin is back near $80K as markets brace for Kevin Warsh’s Jackson Hole speech, with U.S. demand strengthening and ETF inflows continuing. Elsewhere, Ethena is overhauling ENA tokenomics with aggressive buybacks, Solana is moving toward lower inflation and higher burns, and Charles Schwab is expanding direct crypto trading to SOL, AVAX and LINK.

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Bitcoin breaks through $80K as BlackRock says the macro case for BTC is getting stronger, while Nvidia’s blowout earnings add fuel to the broader risk rally. We also cover the SEC reviving crypto custody rules, StarkWare’s first quantum-resistant Bitcoin transaction, and Robinhood Chain’s surge in tokenized stock activity. Plus, Tushar Jain joins to discuss Hyperliquid, Zcash’s move, and the latest Multicoin thesis.

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Bitcoin is nearing $80K as sentiment flips rapidly from fear to greed, raising concerns the market may be getting too bullish too fast. Meanwhile, Japan, Revolut and LayerZero are all pushing more traditional finance onchain. Kalshi has also raised over $1.1 billion as prediction markets continue to grow.

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Bitcoin is pushing toward $82K as the rally broadens beyond BTC, with Solana outperforming and ETF demand hitting record levels. At the same time, falling yields and a weaker dollar are reviving the hard-asset trade, while Druckenmiller warns Treasury intervention can’t overpower fundamentals forever. We also look at the next leg of the AI boom, where power, uranium, and infrastructure are becoming the bottleneck, and Anthropic is already being priced near a $2 trillion valuation in pre-IPO markets.

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Bitcoin is coming off one of its strongest weeks in years, with ETF inflows surging, yields falling, and the weaker dollar bringing the debasement trade back into focus. Attention now shifts to PCE, Nvidia earnings, and Jackson Hole, while strong moves in ETH, Zcash, and other crypto assets suggest risk appetite is broadening beyond Bitcoin.

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Bill Barhydt argues that Bitcoin’s breakout is being driven by a broader shift toward easier financial conditions, weaker dollar pressure, and renewed liquidity. He also explains why crypto is evolving into a 24/7 financial layer for perps, prediction markets, tokenized assets, and AI-driven investing, with Bitcoin increasingly positioned as pristine collateral for that system. The conversation closes on how AI could reshape portfolio management and accelerate the convergence of crypto, banking, and global capital markets.

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Bitcoin is pushing toward $80K after a massive 20% weekly rally, reclaiming its 200-day moving average and putting the bull case firmly back in focus. Strategy is back in profit, Korean retail is rushing back into crypto, and gold and precious metals are rallying alongside Bitcoin as falling yields, a weaker dollar, and the debasement trade return.

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Bitcoin explodes above $72K in its biggest upside move in years, wiping out a record $2.7B in shorts as ETF inflows return and majors start to lead again. We also cover Treasury stepping in with larger long-bond buybacks, Trump pushing for CLARITY while opening the door to Hyperliquid and U.S. perps, and Elon Musk exploring USDC payouts on X.

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