The Wolf Of All Streets

In this episode, the crew discusses Bitcoin’s current consolidation and MicroStrategy’s recent wallet movements, while debating whether we’re in a prolonged bear phase or setting up for the next leg up. Key highlights include the NYSE CEO calling Hyperliquid bigger than NASDAQ, CFTC approvals for the first regulated Bitcoin perps on Kalshi and Coinbase’s Deribit access, CME launching 24/7 crypto futures, and Paxos winning SEC approval for on-chain U.S. stock settlement. The conversation also covers AI’s impact on markets, liquidity rotation into big IPOs like SpaceX, altcoin consolidation, and the long-term fusion of crypto with traditional finance. Bullish developments vs. near-term caution — a must-listen Friday roundup.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin just cratered to a six week low below $73,000 as fresh U.S. airstrikes on Iran reignited Strait of Hormuz war fears, triggering $897 million in long liquidations and the second largest daily IBIT outflow on record at $528 million. The pain is everywhere right now. Fund manager Michael Kramer is warning a $150 billion Treasury liquidity drain over the next week could send BTC much lower, while CME finally killed the famous weekend gap by launching 24/7 futures trading. Meanwhile, Iran is calling negotiations a strategic deadlock, the CFTC made a stunning admission that the Gemini case never should have been filed, the FBI just seized a record $8 billion in Bitcoin from a Cambodian scam compound, and Paxos became the first blockchain native firm approved by the SEC to clear and settle U.S. securities on chain. Plus a single enterprise client racked up a $500 million Claude bill in 30 days with no usage limits. We are breaking down whether Bitcoin defends $72K or rolls over to new lows, what the Hormuz escalation means for risk assets, and why this could be the most consequential 24 hours of the entire cycle.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin just collapsed to a 5-week low under $74,000 as fresh U.S. airstrikes on Iran reignited Middle East tensions and U.S. spot Bitcoin ETFs hemorrhaged cash — with BlackRock's IBIT alone shedding $528 million in a single day, its 2nd-largest outflow ever, while the 2-week ETF bleed has now crossed $2 billion. Add $1 billion in long liquidations, oil ripping toward $100, the CLARITY Act stalling in Congress, and a stunning CFTC reversal admitting it weaponized crypto enforcement against Gemini — and today's setup is the most fragile crypto has looked in months. We break down what's actually driving the selloff, what could trigger the next leg down, and whether there's any catalyst left that can stop it.

Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, the team breaks down the massive $1.3 Billion IBIT block trade and what it really means (dark pool mechanics, redemptions vs actual sales). They discuss Bitcoin market sentiment, liquidity expectations, and why this feels closer to a bottom than a top. The conversation also covers Ethereum's challenges and BitMine’s big buys, ETH & SOL firms joining Russell indexes, DTCC’s Stellar tokenization partnership, and a deep debate on blockchain utility, RWA value, and substitution effects across networks like Stellar vs Ethereum. Plus, thoughts on Hyperliquid and broader market moves.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin is bleeding as a single whale dumped $1.29 billion of BlackRock's IBIT in a dark pool trade, pushing spot ETFs into a seven day outflow streak totaling $2.26 billion over two weeks. CryptoQuant's demand gauge just collapsed to its worst level since December and the Coinbase Premium has gone negative, proving this rally was leverage driven with no real spot bids underneath. We're breaking down whether BTC defends $75K or rolls over to new lows, what Warsh's hawkish pivot means for risk assets, and why the smart money is suddenly running for the exits.

Learn more about your ad choices. Visit megaphone.fm/adchoices