The Daily Stack
- Episodios
- 260
- Se publica
- varias veces por semana
- Último episodio
- 10 Nov 2026
Sobre el podcast
The Daily Stack is a live weekday program covering Bitcoin, macroeconomics, and global markets. Airing Monday through Friday at 12:30 PM ET, the show delivers real-time market analysis, ETF flow data, institutional news, and in-depth interviews with the executives, investors, and builders driving the Bitcoin economy forward. Hosted by Avi Mash, Jody Flournoy, Rob Wallace and the BitcoinNews.com team, The Daily Stack has built an audience of 300K+ subscribers who rely on the program for accurate, timely coverage at the intersection of Bitcoin and traditional finance. DailyStackHQ.com
Episodios 260
Is NVIDIA About to Guide Down? The AI Credit Crunch Explained
Fabio from MenthorQ (options and gamma data, ex-Bloomberg) joins Avi Mash, JFDI and Father of Trades on The Daily Stack.Could NVIDIA ($NVDA) guide down for the first time? With Treasury yields hitting 5%, the …
Notas del episodio
Fabio from MenthorQ (options and gamma data, ex-Bloomberg) joins Avi Mash, JFDI and Father of Trades on The Daily Stack.
Could NVIDIA ($NVDA) guide down for the first time? With Treasury yields hitting 5%, the panel covers the AI credit crunch, Nebius ($NBIS) before Thursday's earnings, options volume at a 20-year high and the Anthropic IPO.Treasury yields hit 5% and NVIDIA is getting crushed. Father of Trades explains how the AI credit crunch is reaching NVIDIA's customers and asks whether data center cancellations could lead to NVIDIA's first guide down in a long time. Fabio reads the options data on Nebius, ICE and the Nasdaq, the panel asks whether neoclouds can keep borrowing to buy GPUs that lose value fast, and Fabio says some of these selloffs could become generational opportunities. Father of Trades explains his Rigetti ($RGTI) short, and the panel closes with the Fed, shorting gold into the rate decision and their favorite shorts.
Key takeaways:
- Fabio said options volume is about 70 million contracts a day, the highest level in 20 years and seven or eight times bigger than in 2006.
- Fabio said investment banker friends tell him about 20% of data center projects are being put on hold.
- Father of Trades said a lot of NVIDIA's customers are struggling to be funded, so a first guide down is at least a reasonable question, and the Anthropic IPO could suck a lot of liquidity out of the market.
- Father of Trades called Rigetti a $4 billion company that makes about $2 million per quarter.
- The panel expects metals to get hit again into the next rate decision and talked about shorting gold and silver.Timestamps:
0:00 Intro: the cold open
0:31 Treasury yields at 5%, NVIDIA getting crushed
1:19 Father of Trades: the AI credit crunch hits NVIDIA
3:26 Buying NVIDIA shares while trading puts
3:56 Fabio from MenthorQ: reading the options data
5:41 Nebius before earnings: how MenthorQ differs from flow tools
8:15 Can neoclouds keep borrowing to buy depreciating GPUs?
11:55 Data center projects on hold: 20% paused
12:08 Nebius risk: Microsoft's Vineland deal slips to 2027
13:22 Father of Trades shorts Rigetti: a $4B company with $2M revenue
15:15 Ledn sponsor break
16:01 Rates, Iran and NVIDIA earnings next week
16:21 Could NVIDIA guide down? Anthropic IPO and liquidity
17:59 Is the Anthropic IPO bad timing?
19:07 OpenAI IPO timing and AI monetization
20:18 Can AI replace developers?
21:14 Closer to the bottom? Mini monsters: LMT, SharkNinja, CKX
24:01 BlackBerry holding steady
24:40 Fabio: hunting 52-week lows; Coinbase and AXON
27:27 ICE breakout and MenthorQ's AI read
28:36 Nasdaq, Visa, Mastercard and XLF
30:39 Will the Fed hike? Shorting gold into the decision
31:19 Fabio's catalysts into year-end
32:18 Favorite shorts: NBIS, GLW, FEIM, RGTI, QBTS, IREN
34:33 Next on the show and wrap-upThis podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
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X: https://x.com/dailystackHQNot financial advice.
Election Day Special: Why the Stock Market Makes No Sense Right Now
Father of Trades (Caleb, who runs the $NQ Nasdaq Discord) joins Avi Mash on The Daily Stack for an Election Day special.Why does the market make no sense right now? Apple beat and sold off, Palantir grew …
Notas del episodio
Father of Trades (Caleb, who runs the $NQ Nasdaq Discord) joins Avi Mash on The Daily Stack for an Election Day special.
Why does the market make no sense right now? Apple beat and sold off, Palantir grew revenue 95% and sold off, and the Nasdaq is back at the death box. Caleb breaks down the 4 midterm scenarios, what history says about stocks after midterms, and where he would actually buy.Avi and Caleb open on Election Day: voting machine issues, power outages and why nothing seems to make sense. Caleb lays out the four possible midterm outcomes (a Democratic House and Senate, a GOP sweep, and the two splits) and what each could mean for deficit spending, bond yields, gas prices and stocks, and notes that in 19 of the last 20 midterms the indices climbed in the following year. They cover the credit crunch forcing big tech to borrow, why Apple sold off after a beat (a weaker consumer, memory costs and a P/E of about 40), leaning bearish on AMD into earnings, Apple's possible AI play of buying failing AI companies and neoclouds for pennies on the dollar, and why Palantir fell after 95% revenue growth even as private-sector revenue passed government revenue for the first time. Then Grab earnings, CCXI (the SPAC taking Agility Robotics public), the Nasdaq death box and gamma, Nebius borrowing at high rates to buy chips that depreciate the moment they are plugged in, Amazon as a buy near $200, and how AI agents could reshape websites and AWS.
Timestamps:
0:00 Intro
0:13 Cold open
0:45 Election day: why nothing makes sense
2:15 The 4 midterm scenarios and what each means for stocks
6:45 Stocks after midterms: up in 19 of the last 20
7:06 Israel aid, Iran and staying prepared
10:06 Why is everything selling off? The credit crunch
11:13 Apple beat and sold off: is a 40 PE too rich?
13:35 AMD earnings tonight: leaning bearish
14:00 Apple's AI play: buy failing AI companies and neoclouds
16:33 Palantir up 95% in revenue, so why is it down?
24:12 Nebius and Grab earnings
25:33 CCXI: the SPAC taking Agility Robotics public
28:02 Nasdaq: the death box returns
31:38 Nebius: borrowing to buy depreciating chips
36:00 Amazon: a buyer at $200
37:40 AI agents, AWS and the future of websites
39:38 Final thoughts: valuations and fundamentals
40:53 Ledn and wrap-upThis podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack
Listen and follow The Daily Stack:
Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDs
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653
Website: https://dailystackhq.com
X: https://x.com/dailystackHQNot financial advice.
Joe Consorti: Binance Hack, Midterms and Bitcoin vs AI Stocks
Bitcoin and macro analyst Joe Consorti joins Jody Flournoy and Avi Mash on The Daily Stack for midterms week. Joe breaks down the Binance hot wallet hack, why bitcoin only fell about 4% on it compared with 25% …
Notas del episodio
Bitcoin and macro analyst Joe Consorti joins Jody Flournoy and Avi Mash on The Daily Stack for midterms week. Joe breaks down the Binance hot wallet hack, why bitcoin only fell about 4% on it compared with 25% during FTX, and why on-chain sleuths point to North Korea rather than an inside job. They cover Kalshi midterm odds and a Mark Moss stat that stocks were up one year later in 17 of the last 19 midterm years, the Tucker Carlson tweet on Iran and oil, bitcoin vs gold, and the bitcoin vs memory stocks chart with Micron and Sandisk. Joe also explains why he sees money rotating out of AI names and into bitcoin, why he is a buyer of the Anthropic IPO about a year from now, plus Apple earnings, AI capex risk and treasury yields.
Timestamps:
0:00 Intro
0:15 Cold open
0:44 Joe Consorti and Avi Mash join for midterms week
1:15 The Binance hack: a backdoor into a hot wallet
2:41 North Korea, not an inside job
5:07 Bitcoin fell only 4% vs 25% during FTX
6:02 Binance's SAFU fund covers user losses
11:06 CZ, Binance and the bitcoin ethos
12:31 Midterms: what Kalshi odds and polls say
14:10 Gas prices and incumbents
18:00 Stocks and bitcoin one year after midterms
19:09 Tucker Carlson's tweet, Iran and oil
24:13 Eli Lilly: the largest company in the world?
24:56 Bitcoin vs gold rotation
26:45 Bitcoin vs memory stocks: Micron and Sandisk
27:31 Rotation out of AI ahead of the Anthropic IPO
28:56 Buying the Anthropic IPO a year from now
33:50 Anthropic, watermarking and AI profitability
34:32 AI in schools: The Great Gatsby essays
35:28 Apple earnings and AI capex risk
37:52 Midterm candidates vs data centers
39:10 Apple played AI right
41:25 Treasury yields, Fed rates and inflation
43:03 Wrap up and this week's guests
44:43 OutroThis podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack
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X: https://x.com/dailystackHQNot financial advice.
Building a Bitcoin Community in South Africa
Hermann Vivier, founder of Bitcoin Ekasi, explains how a township community in Mossel Bay, South Africa lives on bitcoin. He walks through moving staff salaries to bitcoin step by step, onboarding local shops …
Notas del episodio
Hermann Vivier, founder of Bitcoin Ekasi, explains how a township community in Mossel Bay, South Africa lives on bitcoin. He walks through moving staff salaries to bitcoin step by step, onboarding local shops so the sats get spent instead of swapped back to rand, and keeping savings safe in a seven-guardian Fedimint federation. They also cover South Africa's draft rules to outlaw self custody, whether hacks, AI and quantum computing threaten bitcoin, the pushback on spending bitcoin, and what AI agents could mean for bitcoin as money.
Timestamps:
0:00 Intro
0:14 Cold open
0:47 Bitcoin Ekasi: a South African community living on bitcoin
2:07 Why Hermann Vivier started Bitcoin Ekasi
4:38 Spending vs hodling: building a bitcoin circular economy
7:15 Store of value and medium of exchange: moving money past sanctions
7:58 Hermann's bitcoin origin story in 2013
9:08 Bitcoin and politics in South Africa
11:08 South Africa's draft rules to outlaw self custody
12:53 Hacks, AI and quantum: should bitcoiners be nervous?
15:45 Is the demand real? How the circular economy started
18:34 Getting local businesses to accept bitcoin
20:40 Community custody: how Fedimint and eCash work
23:36 What stops five guardians from running off?
24:49 What if a guardian disappears? Backups of backups
26:02 Biggest surprise: pushback on spending bitcoin
29:05 Ledn: borrow against your bitcoin instead of selling
30:24 Will governments crack down on bitcoin or buy it?
31:24 Stablecoins, frozen funds and controlling the narrative
33:35 Bitcoin is becoming more stable
34:26 What if the US banned bitcoin?
35:26 AI agents and the best form of money
37:34 OutroThis podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack
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Website: https://dailystackhq.com
X: https://x.com/dailystackHQNot financial advice.
Strategy Earnings Call Q3 Preview: $MSTR, STRC and 848,000 Bitcoin
Jody Flournoy and Halston Valencia of BitGo preview Strategy's ($MSTR) Q3 earnings call on Treasury Talks. Halston explains her tweet questioning Stretch (STRC) and Michael Saylor's reply, why weeks of STRC …
Notas del episodio
Jody Flournoy and Halston Valencia of BitGo preview Strategy's ($MSTR) Q3 earnings call on Treasury Talks. Halston explains her tweet questioning Stretch (STRC) and Michael Saylor's reply, why weeks of STRC buybacks have not brought it back to par, and why she thinks Strategy needs to raise the STRC rate by at least 50 bps. They also cover Strive's 43,000 Bitcoin purchase, why Halston is still buying MSTR, Strategy versus altcoins, and their wish list, grenades and questions for the call, from BTC yield and selling bitcoin for dividends to MSCI, which they call a nothing burger.
Timestamps:
0:00 Intro
0:14 Cold open
0:42 Welcome: Strategy earnings day
1:07 Bitcoin back over 81K after the Fed
1:57 Strive's 43,000 Bitcoin purchase
3:00 Halston's Stretch tweet and Saylor's reply
5:49 Why independent Bitcoin voices matter
8:25 Question everything, even Strategy
9:43 Strategy Q3 earnings preview: 848,000 Bitcoin
11:07 Is Halston buying more MSTR?
14:05 Strategy vs altcoins: why a public company wins
16:39 Why MSTR content is in such demand
17:48 Earnings call wish list
21:43 Should Strategy raise the STRC rate?
23:54 Grenades: what nobody wants to hear on the call
24:48 Are the STRC buybacks moving the needle?
28:59 Questions for the call: BTC yield, buybacks, MSCI
32:27 The one question that must get answered
34:35 Scanley's free unclaimed property search
35:45 OutroThis podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack
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X: https://x.com/dailystackHQNot financial advice.
Big Tech Earnings: Can AI Deliver on the Hype?
JFDI and Father of Trades join Avi Mash for big tech earnings week. They break down why Meta round-tripped after a $25 billion stock sale and a $97 billion raise, what Microsoft's reported layoffs mean for AI …
Notas del episodio
JFDI and Father of Trades join Avi Mash for big tech earnings week. They break down why Meta round-tripped after a $25 billion stock sale and a $97 billion raise, what Microsoft's reported layoffs mean for AI and jobs, and the memory trade in Micron and SK Hynix. They also compare Robinhood, SoFi and Coinbase, make their calls on Microsoft and Amazon earnings, explain how the Anthropic IPO could pull the broader market down, and dig into the CCXI deal for Agility Robotics and Cingulate (CING).
Timestamps:
0:00 Intro
0:15 Cold open
0:45 Welcome: big tech earnings week
2:52 AI spending and whether the AI trade is over
5:51 Why Meta round-tripped: stock sale, $97B raise, negative FCF
6:34 Microsoft layoffs and AI replacing jobs
8:22 Microsoft moat and agentic AI
9:22 Memory names: DRAM, SK Hynix, Micron flows
12:33 Robinhood vs SoFi vs Coinbase
14:52 Amazon and QQQ: the big pivot zone
16:47 Why mid-November could trend
19:27 Midterms and market returns
22:12 Earnings predictions: Microsoft and Amazon
24:30 Caterpillar, Exxon, Chevron, Reddit
25:44 Anthropic IPO could look like the SpaceX IPO
26:44 ServiceNow chart
27:49 CCXI DSPAC: Agility Robotics
31:31 CING: Cingulate ADHD drug catalyst
33:33 Wrap and LednThis podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack
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X: https://x.com/dailystackHQNot financial advice.
The $1 Trillion AI Test: Is Wall Street in Trouble?
Avi Mash and Jody Flournoy dig into Anthropic's S1 numbers ($141B raised, $575M a month in free cash flow), Elon Musk saying debt markets have shut for companies without real revenue, and what a $1.5T Anthropic …
Notas del episodio
Avi Mash and Jody Flournoy dig into Anthropic's S1 numbers ($141B raised, $575M a month in free cash flow), Elon Musk saying debt markets have shut for companies without real revenue, and what a $1.5T Anthropic valuation would mean for Google, Microsoft and Amazon. They cover the Tesla and SpaceX merger talk, earnings week (Microsoft, Alphabet, Amazon, Robinhood, Reddit) and Eli Lilly's GLP-1 moat at $1.2T. Then Bitcoin: Strive buying 6,182 BTC while Strategy paused its buys to buy back STRC, and why they won't buy the Anthropic IPO on day one.
Timestamps:
0:00 Intro
0:40 Welcome back, Jody's big week
2:29 Bitcoin chop, Iran and oil
4:36 Anthropic, Elon's tweet and the neoclouds
8:09 Elon: debt markets are shut for companies without revenue
10:17 Anthropic's S1: $141B raised, $575M a month in free cash flow
13:50 SpaceX revenue and Starlink
16:15 Dom Rinaldi on SpaceX, Tesla-SpaceX merger odds
18:46 Shorting SpaceX at the IPO, watch out for IPOs
20:47 Tesla up 6.5% on SpaceX rumors
21:44 Earnings week: Microsoft, Alphabet, Amazon, Robinhood, Corning
23:29 Hyperscalers own Anthropic, $210B for Google
24:25 Reddit earnings Thursday
25:54 Eli Lilly at $1.2T and the GLP-1 moat
30:08 Viking Therapeutics and retatrutide
33:56 Strive buys 6,182 BTC
35:20 Strategy pauses Bitcoin buys, STRC buybacks
38:36 Ledn
39:40 Prediction markets
40:44 Anthropic IPO market cap bets
42:13 What to watch this week
43:08 Don't buy the Anthropic IPOThis podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack
Listen and follow The Daily Stack:
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X: https://x.com/dailystackHQNot financial advice.
Adrian Morris on AI, $ASST, $MSTR and $SATS
Jody and Avi sit down with Adrian Morris of True North, who wrote the long research paper on Strategy's Stretch buybacks. He compares Strive's new SATS preferred (15% fixed) with Stretch, explains why his …
Notas del episodio
Jody and Avi sit down with Adrian Morris of True North, who wrote the long research paper on Strategy's Stretch buybacks. He compares Strive's new SATS preferred (15% fixed) with Stretch, explains why his modeling found the Stretch buybacks indistinct from zero on price, and why he doesn't see MSTR common stock buybacks moving the needle either.
Then the AI question: whether AI capex and raises like Nebius are pulling capital out of bitcoin (his take is that expectations are the real risk, not a rotation), what Metaplanet needs to win back retail trust, why converts come back once bitcoin is much bigger, Vivek Ramaswamy's idea of putting part of Ohio's pensions in bitcoin, and a future where bitcoin sits at $500K and no one blinks. They close on Q4, Adrian's case that AI is about 98.5% of the way to AGI and only needs to be a genius, not a god machine, and rising above AI slop.
Timestamps:
0:00 Intro
0:14 Cold open
0:41 Welcome: Adrian Morris of True North joins
1:29 Strive's new $SATS preferred vs Strategy's Stretch
5:02 Why $MSTR common stock buybacks won't move the price
10:35 Is AI draining capital from Bitcoin? (Nebius raise)
14:49 Stretch buybacks: indistinct from zero
16:47 Metaplanet and winning back retail trust
19:30 Adapt, don't react: Saylor and retail on X
21:42 Converts are coming back
25:49 Midterms, Vivek and Ohio pensions
30:49 What moves the needle for the next 10 million Bitcoiners
33:59 Bitcoin at $500K and no one blinks
35:25 Q4 outlook: SpaceX, AI capex and Bloom Energy
41:56 How most people will actually use AI
49:53 AI is 98.5% of the way to AGI
51:29 We need a genius, not a god machine
54:24 Rising above the AI slop and wrap-upThis podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack
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X: https://x.com/dailystackHQNot financial advice.
Jeff Walton on Strive $SATS and British HODL on $MSTR
Jody sits down with Jeff Walton, Chief Risk Officer at Strive, to break down SATS, Strive's new fixed rate perpetual preferred that pays $15 per share a year (15% at its $100 par) and sits junior to SATA. Jeff …
Notas del episodio
Jody sits down with Jeff Walton, Chief Risk Officer at Strive, to break down SATS, Strive's new fixed rate perpetual preferred that pays $15 per share a year (15% at its $100 par) and sits junior to SATA. Jeff walks through how it compares with SATA and Strategy's Stretch, why he sees capital and capital structure as Strive's moat, and what changed after the warrants expired on October 13 with about 94% of that capital, roughly $700 million, in the door.
Then British HODL joins to talk Strategy using cash to buy back Stretch and trusting management, why he says serious capital isn't going into self custody after two of his videos moved $130 to $150 million into IBIT, Grant Cardone's blend of real estate and bitcoin, and why he sees $126K as a mid-cycle top on the way to his $340K target.
Timestamps:
0:00 Intro
0:13 Cold open
0:42 Jeff Walton, Chief Risk Officer at Strive, joins
1:15 What SATS is: Strive's new fixed rate perpetual preferred
2:36 Why SATS sits junior to SATA
3:45 SATA and Stretch as a bitcoin money market
8:34 AI and the end of technological moats
9:40 Can JP Morgan or BlackRock copy Strive's capital structure?
13:06 The expired warrants and what comes next for SATS
17:57 How retail investors can get into bitcoin finance
19:12 Jeff's story of a $4 billion fraud investigation
21:33 British HODL joins
22:19 How are you going to pump my bags? Treasury company CEOs
27:08 Trusting the management team as an equity investor
29:23 From a billion to a trillion dollar company
30:28 Self custody after the Coldcard incident
34:03 Coldcard vs IBIT: two business models
34:43 Moving cold storage into IBIT for covered call income
35:46 Why real estate is finished
38:51 The Fed, rate cuts and Warsh
40:43 Bitcoin and the 200 week moving average
42:18 What the midterms mean for markets
45:50 Diversifying your bitcoin stack
47:03 British HODL's private community
49:30 Risk beyond the base layer: treasury companies then and now
54:24 The New York panel with Robert Mitchnick and $15.5 trillion in the room
56:59 Execution over spreadsheets
1:00:31 Where to find British HODL and the closeThis podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack
Listen and follow The Daily Stack:
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Website: https://dailystackhq.com
X: https://x.com/dailystackHQNot financial advice.
Tech Earnings Preview with @JFDI and @FatherOfTrades
JFDI and Father of Trades join Avi for a tech earnings preview. They cover BlackBerry's QNX royalty backlog hitting $1.25 billion, the AI infrastructure trade (Nebius, CoreWeave, IREN, AAOI, Aehr), why Father …
Notas del episodio
JFDI and Father of Trades join Avi for a tech earnings preview. They cover BlackBerry's QNX royalty backlog hitting $1.25 billion, the AI infrastructure trade (Nebius, CoreWeave, IREN, AAOI, Aehr), why Father of Trades is shorting SpaceX into its earnings tonight (no profit yet, heavy spending and a 28% share unlock), Tesla's PE of 329 ahead of its report, Netflix, Texas Instruments and Meta's capex.
Then KT, CEO of Astro Intelligence, talks building Astro on multiple AI models, why he still sees Meta reaching $1,000 by early 2027 even with 900 calls capping it this year, CoreWeave getting back to about $85, the SPY levels he's watching around 770 to 772, and Alphabet into Meta's earnings.
Timestamps:
0:00 Intro
0:13 Cold open: best moments
0:38 Tech earnings week: what we are watching
1:13 BlackBerry QNX news
3:29 Is Big Tech AI capex priced in?
6:43 SpaceX IPO expectations
14:33 Netflix earnings preview
17:54 Tesla earnings: robotaxi, Uber and EVs
25:36 Meta, AI agents and the road to $1,000
30:36 Meta options flow and positioning
36:20 Texas Instruments and memory chips
39:15 KT joins: Anthropic and OpenAI IPOs
43:46 Astro Intelligence AI trading demo
51:29 Astro pricing and waitlist
53:05 SPY levels into the midterms
56:10 Meta capped at 900? CoreWeave and the $1,000 target
59:13 SpaceX and Tesla merger: 3D chess
1:02:24 Play of the week: Google callsThis podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack
Listen and follow The Daily Stack:
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Website: https://dailystackhq.com
X: https://x.com/dailystackHQNot financial advice.
Joe Consorti on $MSTR, $STRC Buys and Bitcoin Through $100K
Joe Consorti joins host Jody Flournoy on Macro Mondays to break down the MSCI index decision on Strategy ($MSTR), Strategy's $STRC buybacks back to par, and why he thinks bitcoin can blast through $100,000 …
Notas del episodio
Joe Consorti joins host Jody Flournoy on Macro Mondays to break down the MSCI index decision on Strategy ($MSTR), Strategy's $STRC buybacks back to par, and why he thinks bitcoin can blast through $100,000. Then Artem Ponomarev, CEO of X-Place, explains borrowing against stocks and bitcoin and why he expects the biggest bull run ever.
Joe walks through the numbers on MSCI forced selling, the Fed and $100 oil, why he treats MSTR as a trade and bitcoin as savings, what people get wrong about treasury company leverage, paper bitcoin, and Michael Burry versus the Fed backstop. Artem covers partial liquidation protection, tokenization and Robinhood, which stocks work as collateral, and how AI job losses could shape markets.
Timestamps:
0:00 Intro
0:14 Cold open: best moments
0:42 Macro Mondays with Joe Consorti
2:56 MSCI index rules and Strategy's forced selling math
4:03 Strategy repurchasing STRC back to par
7:07 Michael Saylor's reply and the subprime double standard
9:47 Fed rate cut odds, $100 oil and credit
13:30 Bull market mindset and a free Bloomberg terminal for bitcoin
16:05 Bitcoin and Nasdaq chart: can BTC blast through $100K?
21:01 STRC price, repurchases and dividend yield
26:22 Should you own MSTR or bitcoin?
27:58 Treasury company leverage misconceptions
30:23 The bitcoin debt spiral YouTuber narrative
33:21 Paper bitcoin and why most conspiracies fail
35:31 Michael Burry vs the Fed backstop
40:30 Will the macro backdrop stay supportive? Where to follow Joe
42:13 Sponsor: Ledn
42:45 Artem Ponomarev of X-Place joins
44:11 Why Artem expects the biggest bull run ever: AI and stimulus
47:51 What X-Place does: borrowing against stocks and bitcoin
50:02 Partial liquidation protection explained
51:26 Robinhood, tokenization and one-to-one backed assets
54:52 Which stocks qualify as collateral: SPX, QQQ and the top names
57:01 Selling vs borrowing against your portfolio
1:01:25 Growth in India and Thailand and the referral program
1:02:59 Outlook: AI job losses, stocks and leverage
1:05:37 Wrap upThis podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack
Listen and follow The Daily Stack:
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X: https://x.com/dailystackHQNot financial advice.
$DRAM Beat Down | Eyes on Fed
JFDI and Father of Trades join the show to debate whether another 25 to 50 basis points of Fed hikes would be healthy for this market, and how often the Fed has hiked back to back before. Then the DRAM beat …
Notas del episodio
JFDI and Father of Trades join the show to debate whether another 25 to 50 basis points of Fed hikes would be healthy for this market, and how often the Fed has hiked back to back before. Then the DRAM beat down: SanDisk and Micron charts, China's CXMT memory push, and whether Micron looks like a bubble at about 7x forward earnings. Also covered: bank earnings from JPMorgan, Goldman and Citi, the Broadcom CEO's comments, how NASDAQ options dealers are positioned into big tech earnings, Fermi's TensorWave and AMD news, and two small-cap ideas, AirJoule (AIRJ) and ICU.
Timestamps:
0:00 Intro
0:16 Cold open
0:47 Welcome: JFDI and Father of Trades
1:04 Eyes on the Fed: would more hikes be healthy?
2:15 Back-to-back hikes in history and the O'Neil warning
3:36 Why can't rates and stocks rise together?
4:04 The DRAM beat down: SanDisk and Micron charts
4:28 China's CXMT memory push
7:07 Is Micron a bubble at a 7x forward PE?
8:15 Bank earnings: JPMorgan, Goldman, Citi
8:48 The Broadcom CEO comments
9:57 Positioning into big tech earnings and NASDAQ dealers
11:11 Fermi up 22%: TensorWave and AMD
12:33 Next trades: AirJoule (AIRJ), water from air
15:42 ICU: a $14M micro-cap dialysis play
18:19 Daily Stack stock leaderboard preview
19:22 Wrap-up and sponsor: LednThis podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack
Listen and follow The Daily Stack:
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Website: https://dailystackhq.com
X: https://x.com/dailystackHQNot financial advice.
Stop Paying For Heat (Mine Bitcoin Instead)
Dane from Hashrate House joins the show to explain how a bitcoin miner can replace the heating element in your water heater, hot tub, radiant floor or driveway, so the heat you already pay for pays you back in …
Notas del episodio
Dane from Hashrate House joins the show to explain how a bitcoin miner can replace the heating element in your water heater, hot tub, radiant floor or driveway, so the heat you already pay for pays you back in sats. He walks through why he went from 80 decibel S19s to silent immersion systems, what a home install takes (a plumber and an L6-30 plug), the ROI question against a 10,000 dollar furnace, writing the gear off as a business expense, and why home miners help decentralize the network. Also covered: mining 101 and the 3.125 bitcoin block reward, home mining vs hosting, natural gas and cold climates, Airbnb hot tubs as a sunk cost, and how to reach Hashrate House.
Timestamps:
0:00 Intro
0:42 Dane from Hashrate House joins
1:24 From jet-engine S19s to immersion heating
2:54 Is it too late to mine Bitcoin at home?
5:20 Heat that costs you nothing, and decentralizing mining
6:56 Writing it off as a business expense
8:17 The ROI question vs. a $10,000 furnace
9:41 Hot tubs, driveways and any heat source
11:10 Install: a plumber, an L6-30 plug, done
13:26 Cities, big installs and going local
14:43 Make LA heat its pools with miners
16:27 Sats, not cents: you don't need a whole bitcoin
17:29 Mining 101: 3.125 BTC every 10 minutes
19:21 Home mining vs. hosting, and the security budget
21:25 $8 a month to heat water, paid back in bitcoin
22:35 How loud is it? The wife approval rating
23:22 Electricity costs, natural gas and cold climates
25:50 Where to find Hashrate House and book a consult
26:15 Installers wanted: plumbers paid in hashrate
28:05 Airbnb hot tubs as a sunk cost
28:58 Ledn and wrap-upThis podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack
Listen and follow The Daily Stack:
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Website: https://dailystackhq.com
X: https://x.com/dailystackHQNot financial advice.
BTC BOUNCEBACK | DIGITAL REAL ESTATE W/ LEON WANKUM
Leon Wankum, author of Digital Real Estate, is back on the show with host Jody Flournoy, fresh from the treasury conference in New York. They get into writing a book in the age of AI, whether the four year …
Notas del episodio
Leon Wankum, author of Digital Real Estate, is back on the show with host Jody Flournoy, fresh from the treasury conference in New York. They get into writing a book in the age of AI, whether the four year cycle bottom is in, how store of value went from gold to real estate and why Leon thinks bitcoin takes that role next, and the hidden costs of owning property versus the power law. Then the money mechanics: fiat financing and home prices since the dollar left gold in 1971, borrowing against bitcoin instead of selling it, bitcoin as the hurdle rate every business now has to beat, Grant Cardone's bitcoin real estate funds, and Leon's pitch to real estate investors who have not looked at bitcoin yet.
Timestamps:
0:00 Intro
0:43 Leon Wankum returns to the Friday Stack
1:26 Writing a book in the age of AI
5:12 Scanley: AI visibility
5:41 Four-year cycle: is the bottom in?
10:38 From gold to real estate to Bitcoin
13:11 Real estate's hidden costs and the power law
22:36 Why own real estate at all? Individuals vs. institutions
27:13 Fiat, financing and home prices since 1971
34:14 Borrowing against Bitcoin and building wealth
40:27 Bitcoin as the hurdle rate for businesses
41:47 The pitch to real estate investors
45:47 Wrap-up and where to find the bookThis podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack
Listen and follow The Daily Stack:
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Website: https://dailystackhq.com
X: https://x.com/dailystackHQNot financial advice.
AMPLIFICATION MASTERCLASS W/ GoS $ASST $MSTR
Grain of Salt joins Treasury Talks with host Jody Flournoy and co-host Halston Valencia for a masterclass on amplification, the math behind how bitcoin treasury companies turn a bitcoin move into a bigger move …
Notas del episodio
Grain of Salt joins Treasury Talks with host Jody Flournoy and co-host Halston Valencia for a masterclass on amplification, the math behind how bitcoin treasury companies turn a bitcoin move into a bigger move for common shareholders. Grain walks through his amplification explainer, Strategy's aggregate cost of capital versus Strive's, SATA's dividend, Matt Cole's 1% allocator mandate and room for a third digital credit issuer. They also cover whether Metaplanet can become Japan's largest company, share count math for $ASST, Nakamoto and Metaplanet versus $MSTR, how Grain positions in Strive options, and why execution is what Saylor copycats missed.
This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack
Chapters:
0:00 Cold open
0:32 Welcome: Treasury Talks with Grain of Salt on Amplification
2:02 Why Grain Built an Amplification Explainer
4:02 Bitcoin Up 30%, Common Up 34%: How Amplification Really Works
8:44 The House Analogy: a 10% Gain Becomes a 50% Return
11:24 Strategy's 2.24% Aggregate Cost of Capital
14:01 Strive's True Cost of Capital vs SATA's 13% Dividend
15:47 Matt Cole's 1% Mandate and the Dual-Vendor Strategy
20:14 Is There Room for a Third Digital Credit Issuer?
26:41 Reverse-Engineering Matt Cole's Table: Convexity Curves
29:11 2008 No-Money-Down Loans vs Strive's 50% Amplification
31:41 Can Metaplanet Become Japan's Largest Company?
39:39 Share Count Math: Metaplanet 63x Strategy, ASST 7x
48:08 Positioning in Strive Options: Delta Ramp and Full Gamma
57:00 Execution Is the Hard Part: What Saylor Copycats MissedKey takeaways:
- Grain of Salt's house analogy: put $200,000 down on a $1,000,000 house, and if the house rises 10%, the $100,000 gain is a 50% return on the cash you put in. That is amplification.
- In Grain's worked example, bitcoin rises 30%, the preferred holders take their 13% on their $2 claim (26 cents), and the common keeps $2.74 on $8, a gain of about 34%.
- Grain puts Strategy's aggregate cost of capital at 2.24%, so bitcoin has to rise about 2.24% a year to cover it.
- On share count versus Strategy, Grain said $ASST is about 7 times after its 24 for 1 split, Nakamoto about 8 times, and Metaplanet 63 times.Listen and follow The Daily Stack:
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Website: https://dailystackhq.com
X: https://x.com/dailystackHQNot financial advice.
¿Por qué tu dinero en pesos te empobrece? Bitcoin en México
Pamela Posada conversa con Steph Serrano, fundadora de Escuela Bitcoin México y parte de Unlock, sobre por qué ahorrar en pesos te empobrece. Hablan de cómo México ha perdido el valor del peso, cómo explicarle …
Notas del episodio
Pamela Posada conversa con Steph Serrano, fundadora de Escuela Bitcoin México y parte de Unlock, sobre por qué ahorrar en pesos te empobrece. Hablan de cómo México ha perdido el valor del peso, cómo explicarle Bitcoin a alguien que nunca lo ha usado, cómo nació Escuela Bitcoin México y los eventos de Unlock para mujeres en Zacatlán, en la Sierra Norte de Puebla. También comparan el ahorro en efectivo, en el banco o en Bitcoin cuando sube la inflación, y qué hacer y qué evitar en tu primer mes en Bitcoin.
Este podcast es presentado por Scanley, visibilidad en IA para bancos y cooperativas de crédito. Obtén tu primer mes gratis con el código DAILYSTACK en https://meetscanley.com
¿Vas a sacar un préstamo con BTC? Nuestros amigos de Ledn te ofrecen .25% de descuento sobre sus tasas más bajas con nuestro enlace: https://www.ledn.io/partner/dailystack
Capítulos:
0:00 Adelanto: lo mejor del episodio
0:35 Intro: ¿por qué tu dinero en pesos te empobrece?
2:56 Steph Serrano: quién era antes de Bitcoin
8:36 Cómo México ha perdido el valor del peso
11:40 Cómo explicarle Bitcoin a alguien que nunca lo ha usado
14:19 ¿Bitcoin protege contra la pérdida de valor del peso?
16:51 Cómo nació Escuela Bitcoin México
20:59 Unlock y las mujeres en Bitcoin
23:34 Zacatlán: llevar Bitcoin a la Sierra Norte de Puebla
27:59 Estrategias para la autonomía financiera de las mujeres
30:57 El miedo a perderlo todo
33:57 Bitcoin en El Salvador: cobrar como freelancer
35:45 Efectivo, banco o Bitcoin cuando sube la inflación
39:33 Tu primer mes en Bitcoin: qué hacer y qué evitar
43:42 Dónde seguir a Steph y Escuela Bitcoin México
46:20 Cierre
47:00 Patrocinador: LednPuntos clave:
- Más que la volatilidad de Bitcoin, lo que debería preocupar es el poder adquisitivo que el peso y las demás monedas latinoamericanas pierden con el tiempo.
- Su forma de explicar Bitcoin es desde la experiencia: le descargó una wallet a una amiga que le hizo el cabello y le pagó en Bitcoin.
- Con Unlock llevan tecnología y educación financiera a mujeres de Zacatlán de las Manzanas, un pueblo mágico de la Sierra Norte de Puebla.
- Pamela cuenta que aprendió Bitcoin en El Salvador para cobrar como freelancer, porque PayPal no era una opción práctica para los salvadoreños.
- Para el primer mes, Steph dice que lo primero es el compromiso de querer cambiar tu situación: los materiales sirven solo si los abres.Escucha y sigue The Daily Stack:
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Apple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653
Sitio web: https://dailystackhq.com
X: https://x.com/dailystackHQ
Esto no es asesoría financiera.$IOVA $2 to $14 | Holy Grail of Cancer Therapy
Avi Mash hosts Iovance ($IOVA) investor Minnesota Gopher and trader Father of Trades to discuss Iovance's IL-12 tethered TIL program, Amtagvi data in melanoma, non small cell lung cancer, endometrial cancer and …
Notas del episodio
Avi Mash hosts Iovance ($IOVA) investor Minnesota Gopher and trader Father of Trades to discuss Iovance's IL-12 tethered TIL program, Amtagvi data in melanoma, non small cell lung cancer, endometrial cancer and sarcoma, FDA CNPV vouchers, a possible Merck buyout, and short selling in biotech. Father of Trades reviews the $IOVA chart and options chain and compares it to $SLS. Minnesota Gopher expects 18 to 22 by year end, and over 30 if a voucher basket is accepted.
This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
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Chapters:
0:00 Intro music
4:43 Minnesota Gopher on $IOVA and biotech short selling
15:37 IL-12 tethered TIL: holy grail of cancer therapy
22:19 Amtagvi frontline push and Keytruda style expansion
24:54 Biotech lagging the market and AI in medicine
29:06 FDA timelines, China drugs and CNPV vouchers
36:08 Iovance buyout, Merck and global distribution
44:04 Lung, melanoma, endometrial and sarcoma TIL data
56:23 $IOVA chart, volume profile and key levels
1:04:10 $IOVA options chain, open interest and gamma ramp
1:14:45 $IOVA price targets and the $SLS comparison
1:24:21 Father of Trades on BlackBerry QNX and holding winnersKey takeaways:
- Minnesota Gopher calls Iovance's IL-12 tethered TIL a potential holy grail because, in his view, it could turn cold tumors hot and make them treatable.
- Minnesota Gopher cited company figures: a 64.3% response rate in EGFR non small cell lung cancer with Keytruda and a 65.2% response rate in frontline melanoma with Keytruda.
- Minnesota Gopher believes Iovance's new FDA and regulatory hires point to a basket submission for CNPV vouchers in non small cell lung cancer, endometrial cancer and sarcoma, and he named Merck as the likeliest acquirer.
- Father of Trades read the options chain as pinning $IOVA near $14 in the short term and said a move above $20 could set up a gamma squeeze, as he saw in $SLS.
- Father of Trades said scalping profits should be parked in high conviction companies and gains should be protected by taking back cost basis on 10x or 15x winners.Listen and follow The Daily Stack:
Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDs
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653
Website: https://dailystackhq.com
X: https://x.com/dailystackHQNot financial advice.
Bitcoin Price Prediction: Why the Bear Market Is Already Over | Joe Consorti
Jody Flournoy hosts Bitcoin and macro analyst Joe Consorti on The Daily Stack to discuss the $BTC price near $85K, BlackRock $IBIT inflows, Strait of Hormuz oil exports, FOMC rate hike odds, the 10-year …
Notas del episodio
Jody Flournoy hosts Bitcoin and macro analyst Joe Consorti on The Daily Stack to discuss the $BTC price near $85K, BlackRock $IBIT inflows, Strait of Hormuz oil exports, FOMC rate hike odds, the 10-year Treasury yield at 5.3%, and Strategy $MSTR, Strive $ASST and $STRC. Consorti argues the bear market is over. He points to falling open interest, a rally of roughly 50% from the $58K low, and Bitcoin rising despite the Treasury market selloff.
This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack
Chapters:
0:00 Preview: Is the Bitcoin Bear Market Over?
0:33 Joe Consorti Joins: $BTC Near $85K, Path to $100K
2:20 Iran War, Strait of Hormuz and Saudi Oil Exports
5:07 BlackRock $IBIT Inflows and the Four Year Cycle
7:19 FOMC Rate Hike Odds and Weak US Payrolls
10:01 AI Layoffs, Data Centers and Blue Collar Jobs
13:45 Bitcoin Open Interest, Leverage and Liquidations
18:36 Bull Market Definition: $BTC From $58K to $85K
21:57 10 Year Treasury at 5.3% and Bitcoin Rising
33:02 Bond Market Leads the Fed, Michael Burry Doomerism
39:42 Strategy $MSTR, Strive $ASST, $STRC Treasury Risk
46:16 Wrap Up and Ledn Sponsor MessageKey takeaways:
- Joe Consorti said Bitcoin open interest is about 256,000 BTC, the same level as when price was $77K, which he called a very healthy market structure.
- Consorti said Bitcoin rose from $58K to $85K while the 10-year Treasury yield climbed from about 4.2% to 5.3%, which he sees as the market pricing in future monetary easing.
- Consorti said Saudi Arabia's oil exports are back to about 6.1 million barrels per day, near pre-war levels, even though Iran reports zero exports.
- Consorti said FOMC rate hike odds fell to about 20 to 25% after cool inflation and labor reports. Jody Flournoy noted payrolls came in at 29,000 versus about 90,000 expected.
- Jody Flournoy cited the Matt Cole and Robin Seyr discussion: Strategy holds no encumbered Bitcoin and about 18 months of dividend reserves. Consorti said $STRC is almost back at par.Listen and follow The Daily Stack:
Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDs
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653
Website: https://dailystackhq.com
X: https://x.com/dailystackHQNot financial advice.
Prashanth Chandrashekar of Bringin: How to Live on Bitcoin in 2026
Can you actually live on bitcoin in 2026? Prashanth Chandrashekar, founder of Bringin, joins Avi Mash and Jody Flournoy on The Daily Stack to explain how he moved from India to Estonia, got paid in bitcoin, how …
Notas del episodio
Can you actually live on bitcoin in 2026? Prashanth Chandrashekar, founder of Bringin, joins Avi Mash and Jody Flournoy on The Daily Stack to explain how he moved from India to Estonia, got paid in bitcoin, how Bringin turns self-custody bitcoin into euros for rent and bills, and why banking is still the hardest part for bitcoin businesses in Europe. He also covers self-custody vs KYC, which wallets make sense for small vs large amounts, agentic payments, and his $200K bitcoin call for the end of 2027.
This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack
Chapters:
0:00 Can you live only on bitcoin?
2:04 How Prashanth Chandrashekar found bitcoin
6:11 Capital controls: India to Estonia on a bitcoin salary
10:38 How Bringin works: bitcoin to euros from self-custody
12:52 Bitcoin business banking in the EU is a nightmare
16:31 Self-custody vs KYC at Bringin
18:27 Which bitcoin wallet to use after the Coldcard incident
25:29 Getting merchants to accept bitcoin
27:38 Bitcoin price prediction: $200K by end of 2027
30:52 Bringin for businesses: bitcoin payroll and one statement
33:17 Will AI agents pay with bitcoin?Key takeaways:
- Bringin lets you sell bitcoin from your own wallet, on-chain or over Lightning, and get euros in your account to pay rent and bills in the EU.
- Bringin never holds your bitcoin: to buy through it you need a self-custody wallet, theirs or your own.
- For bitcoin businesses in Europe, banks are the bottleneck: one transfer referenced "BTC fees" was enough to get a payment held.
- Prashanth argues convenience and security don't have to be opposites, and multisig across several hardware vendors is too hard for mass adoption.
- On agentic payments: AI agents paying in bitcoin only takes off once more merchants accept bitcoin.Listen and follow The Daily Stack:
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Apple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653
Website: https://dailystackhq.com
X: https://x.com/dailystackHQ
Not financial advice.STRC vs Strive SATA Explained: The Daily Dividend War
Tim Kotzman of Bitcoin Treasuries joins Jody Flournoy and Halston Valencia on Treasury Talks, fresh off the Bitcoin treasury conference in New York, to compare Strategy's Stretch ($STRC) and Strive's $SATA now …
Notas del episodio
Tim Kotzman of Bitcoin Treasuries joins Jody Flournoy and Halston Valencia on Treasury Talks, fresh off the Bitcoin treasury conference in New York, to compare Strategy's Stretch ($STRC) and Strive's $SATA now that both are moving to daily dividends, and why $STRC fell farther than $SATA. They also discuss whether Strategy could someday buy 10, 20 or 50 billion dollars of Bitcoin a week, Michael Saylor's "need $10M, raise $50M" advice, the Bitcoin hurdle rate, room for new digital credit issuers, tokenization, and the Digital Credit Digital Conference on October 21st.
This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack
Chapters:
0:00 Intro and Bitcoin Treasuries conference recap
3:28 Digital Credit Digital Conference announced for Oct 21
4:07 Advice for builders: go with your gut
8:02 Can operating businesses beat the Bitcoin hurdle rate?
9:38 Saylor's advice: need $10M, raise $50M
12:21 How Strive and Smarter Web differentiate from Strategy
15:56 STRC vs SATA: daily dividends and splitting capital
18:50 Why STRC fell harder than SATA
20:02 Could Strategy buy $10B to $50B of Bitcoin a week?
22:43 Is there room for new digital credit issuers?
26:44 Tokenization, self custody and the internet of money
33:00 Bitcoin treasury, mining and AI audiences overlapKey takeaways:
- Tim Kotzman says a narrative at the conference was that just having Bitcoin on your balance sheet isn't enough anymore.
- Tim recounts Jeff Walton's story that Michael Saylor advised: if you need $10 million for a business, raise $50 million so you still have $40 million in Bitcoin if it fails.
- Jody notes the average investor would not have expected STRC to drop farther than SATA, and points to SATA's daily dividends and no debt as reasons it held up better.
- Tim says smaller digital credit issuers would likely need to offer somewhat more than 13% to compete.
- Tim views Strategy selling some Bitcoin as a sign of a two way trade and institutional grade management.Listen and follow The Daily Stack:
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Apple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653
Website: https://dailystackhq.com
X: https://x.com/dailystackHQ
Not financial advice.Tim Kotzman: Digital Credit, Daily Dividends and Unconference Recap
Guest Tim Kotzman joins hosts Jody Flournoy and Halston Valencia on Treasury Talks to recap the second Bitcoin Treasuries Unconference in New York and announce the inaugural Digital Credit Digital Conference …
Notas del episodio
Guest Tim Kotzman joins hosts Jody Flournoy and Halston Valencia on Treasury Talks to recap the second Bitcoin Treasuries Unconference in New York and announce the inaugural Digital Credit Digital Conference, streaming on X on October 21 from 10 to 2 Eastern. They compare Strive's $SATA and Strategy's Stretch ($STRC) now that both offer or propose daily dividends, and discuss how smaller Bitcoin treasury companies can differentiate. They also cover tokenization, operating businesses, and why consistency matters for builders in the space.
This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack
Chapters:
0:00 Intro: the story of the money
4:42 Treasury Talks welcome with guest Tim Kotzman
5:43 Bitcoin Treasuries Unconference season two recap
9:54 Digital Credit Digital Conference announced for October 21
11:59 When to pivot and why it is time to build in Bitcoin media
16:37 Bitcoin hurdle rate vs operating businesses
23:14 Fastest horse: how non Strategy treasury companies differentiate
27:54 $SATA vs Stretch and daily dividends
35:13 Room for new digital credit issuers
38:18 Who are we sleeping on: Nakamoto, Twenty One, Tether
41:28 Tokenization and 7 day record dates
48:06 Consistency advice and how to follow the conferenceKey takeaways:
- The inaugural Digital Credit Digital Conference streams on X on October 21 from 10 to 2 Eastern, with Joe Burnett of Strive, Andrew Webley of Smarter Web and British HODL announced.
- Tim said only three companies, Strategy, Strive and Smarter Web, will have digital credit products on major exchanges at the time of the conference.
- Jody noted Stretch fell further than $SATA in June, suggesting different risk profiles and a case for diversifying across digital credit products.
- Tim argued that just having Bitcoin on the balance sheet is no longer enough and treasury companies need to differentiate.
- Tim's advice to builders: pick a cadence you can sustain, even once a month, and commit to it for the long term.Listen and follow The Daily Stack:
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Website: https://dailystackhq.com
X: https://x.com/dailystackHQ
Not financial advice.Jan Kotas: ¿Paraguay será el próximo país Bitcoin?
Pamela Posada conversa con Jan Kotas, programador de origen checo y cofundador de Bitcoin Paraguay, sobre por qué Paraguay atrae a bitcoiners y expatriados que buscan residencia fiscal, libertad y una vida …
Notas del episodio
Pamela Posada conversa con Jan Kotas, programador de origen checo y cofundador de Bitcoin Paraguay, sobre por qué Paraguay atrae a bitcoiners y expatriados que buscan residencia fiscal, libertad y una vida menos dependiente de un solo Estado. Jan explica cómo nació la comunidad Bitcoin Paraguay, sus meetups, talleres para principiantes con la billetera Blink y su curso con billeteras Trezor. También habla de la idea del "stack soberano", de por qué Bitcoin es una herramienta de libertad financiera y de la visión de Paraguay como un hub soberano.
Este podcast es presentado por Scanley, visibilidad en IA para bancos y cooperativas de crédito. Obtén tu primer mes gratis con el código DAILYSTACK en https://meetscanley.com
¿Vas a sacar un préstamo con BTC? Nuestros amigos de Ledn te ofrecen .25% de descuento sobre sus tasas más bajas con nuestro enlace: https://www.ledn.io/partner/dailystack
Capítulos:
0:00 Intro: Bitcoin en Paraguay, más allá de El Salvador
2:04 Quién era Jan Kotas antes de Bitcoin
4:13 Por qué llegó a Paraguay: residencia fiscal territorial
7:30 Anarcocapitalismo, voluntarismo y salir del sistema
11:13 ¿Se puede vivir sin sistema? El stack soberano
15:05 Cómo nació Bitcoin Paraguay: meetups y comunidad
19:55 Cómo explicar Bitcoin a un principiante
28:31 Paraguay como hub soberano para bitcoiners
31:40 Por qué importan las comunidades y las empresas Bitcoin
41:11 Talleres, onboarding con Blink y curso con Trezor
51:38 Pregunta del chat: Bitcoin, el mercado y el oro
57:14 ¿Volvería Jan a República Checa? Dónde seguirlosPuntos clave:
- Jan llegó a Paraguay buscando residencia fiscal con tributación territorial, no por Bitcoin, y terminó quedándose por la gente y la sociedad local.
- Para Jan, vivir fuera del sistema no es vivir sin él, sino depender menos de un solo Estado: diversificar residencia, empresas, Bitcoin y herramientas como Nostr en un "stack soberano".
- Bitcoin Paraguay nació en mayo de 2024, cuenta con más de 650 personas en la comunidad y, según Jan, unas 3.500 asistencias a sus meetups y alrededor de 500 personas en sus talleres para principiantes.
- Los talleres terminan con cada asistente recibiendo sats en la billetera Blink, y el curso de tres días, dos horas por día, enseña a usar una billetera de hardware Trezor.
- Jan recomienda empezar a explicar Bitcoin con el "por qué": entender por qué el dinero actual falla antes de hablar de la tecnología.Escucha y sigue The Daily Stack:
Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDs
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653
Sitio web: https://dailystackhq.com
X: https://x.com/dailystackHQ
Esto no es asesoría financiera.IOVA Rally, BlackBerry QNX Uber Deal and Micron Earnings Preview
Avi Mash returns from a wedding to an $IOVA rally of more than 30% after a guidance raise. With guest Father of Trades he breaks down BlackBerry's ($BB) earnings beat, its QNX partnership with Uber, IOVA's TIL …
Notas del episodio
Avi Mash returns from a wedding to an $IOVA rally of more than 30% after a guidance raise. With guest Father of Trades he breaks down BlackBerry's ($BB) earnings beat, its QNX partnership with Uber, IOVA's TIL therapy and dilution risk, a Micron ($MU) earnings preview and Nike ($NKE). In the second half, Problem Sniper joins Avi for technical setups on $IOVA, $MU, $LLY, $SNDK, $STX, $ARM and $META, plus a politician-buying name and this week's PCE data.
This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack
Chapters:
0:00 Intro: Avi back from a wedding, IOVA up 32%
5:04 BlackBerry earnings beat and Uber QNX partnership
13:19 IOVA: TIL therapy, guidance raise and the bull case
21:36 IOVA bear cases: trial data, dilution, cash runway
30:24 Micron earnings preview and semiconductors outlook
33:48 Nike: tariffs and brand power
36:47 Break: Ledn sponsor and music
52:58 Problem Sniper joins: IOVA technicals and targets
1:00:13 Micron chart ahead of earnings, politician buying
1:04:05 Trade of the week: Eli Lilly at 1190
1:05:52 SanDisk, Seagate and memory whale flow
1:08:44 PCE, Trump announcement, ARM and MetaKey takeaways:
- Father of Trades said BlackBerry did about $165 million in revenue and 7 cents EPS, versus analyst expectations of about $145 million and 4 cents, and announced a QNX partnership with Uber for self-driving taxis.
- IOVA raised guidance to 410 to 420 million, and the hosts named dilution as the more likely bear case for a company that is still burning cash.
- Avi decided on air to trim his IOVA January calls, which were up 263%, after Father of Trades argued for locking in profits and not round-tripping a large gain.
- Father of Trades expects Micron revenue growth to be limited near term because it is manufacturing at capacity, with new factories not online until 2028.
- Problem Sniper's trade of the week was Eli Lilly, watching for a daily close above 1190. He put IOVA's upside target around 18 to 18.50 and its downside risk near 12.50.Listen and follow The Daily Stack:
Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDs
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653
Website: https://dailystackhq.com
X: https://x.com/dailystackHQ
Not financial advice.Edwin Mata: Robinhood vs AMC Tokenized Stock, plus Erin Gambrel
Brickken CEO and co-founder Edwin Mata, a former M&A lawyer, explains why Robinhood tokenizing $AMC without AMC's permission creates a synthetic product rather than real stock, and why he expects financial …
Notas del episodio
Brickken CEO and co-founder Edwin Mata, a former M&A lawyer, explains why Robinhood tokenizing $AMC without AMC's permission creates a synthetic product rather than real stock, and why he expects financial systems to run on blockchain by 2030. In the second segment, Erin Gambrel, known as The Blonde Broker and now VP of financial services at Corgi, talks about Corgi Invest's ETF lineup, the Bitcoin four-year cycle, and AI tools for retail traders.
This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack
Chapters:
0:00 Intro: The Story of the Money music opener
5:02 Edwin Mata of Brickken joins: from M&A law to blockchain
8:47 SEC tokenized stock exemption and the Clarity Act
10:42 Robinhood tokenizing $AMC without permission
12:31 Synthetic vs real tokenized stock: voting and claim rights
14:12 Wall Street on blockchain by 2030 and 24/7 trading
17:29 Brickken's tokenization toolbox for all companies
19:13 AI agents, job loss and working faster with AI
29:02 Erin Gambrel, The Blonde Broker, on joining Corgi
34:02 Bitcoin four-year cycle, ETFs and volatility
37:41 AI research, trading tools and manipulation risk
46:34 Why Corgi Invest: low fees and a new ETF issuerKey takeaways:
- Edwin Mata believes a company has the right to choose where its stock trades, and calls Robinhood's $AMC tokens synthetic instruments for speculation.
- He says if a holder cannot claim the real underlying stock, they do not have the rights and obligations of a shareholder.
- Mata says he has zero doubts all financial systems will run on blockchain technology, citing efficiency rather than belief in crypto, with 2030 as his target.
- Brickken has been live since 2020 and more than 600 million has transacted through its software, according to Mata.
- Erin says Corgi's ETF fees are the lowest she has seen across issuers, and that she reached about 250,000 subscribers across her channels as The Blonde Broker.Listen and follow The Daily Stack:
Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDs
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653
Website: https://dailystackhq.com
X: https://x.com/dailystackHQ
Not financial advice.Your Heater Could Be Mining Bitcoin Right Now
Alex Busarov of Heatbit joins The Daily Stack to explain how Bitcoin miners can double as home heaters and air purifiers, putting mining heat to use instead of wasting it. The conversation covers Heatbit's …
Notas del episodio
Alex Busarov of Heatbit joins The Daily Stack to explain how Bitcoin miners can double as home heaters and air purifiers, putting mining heat to use instead of wasting it. The conversation covers Heatbit's origin story, the new single chip Bitair purifier, how setup works, and why heat reuse miners may be the most resilient and decentralized miners as halvings squeeze margins. They also discuss product safety and custody choices, Heatbit's small AI-assisted team, and using mining as a way to introduce people to Bitcoin.
This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack
Chapters:
0:00 Intro and Alex from Heatbit joins
0:58 Heated driveway idea and Bitcoin heat reuse
2:14 Origin story: an Antminer S9K in the bedroom
6:03 Setup process: Apple-style simplicity, default pool
9:36 Heater vs air purifier: economics of the Bitair
12:03 Home mining, data center approvals and decentralization
13:18 Why heat reuse miners are the most resilient
17:25 Halvings, stock to flow and miners selling coins
20:26 How halvings push mining toward heat reuse
23:13 Coldcard incident, custody and device safety
27:38 Heatbit team, AI and the first production run
31:39 Getting people into Bitcoin through mining, not priceKey takeaways:
- Alex says Heatbit heaters can cover anywhere from 30 to 100% of the power the device uses, running at roughly 40 to 60 terahashes.
- The Bitair air purifier uses a single mining chip so it produces no noticeable heat and earns about a dollar to a dollar and a half a month in a pool. It is meant as an introduction to mining.
- Alex argues large miners turn off machines and sell their Bitcoin when prices fall, and many are moving to AI, while home heat reuse miners have no extra energy cost and no need to sell.
- Bitcoin mined on Heatbit devices goes to the user's chosen pool or directly to them when solo mining. Heatbit does not hold it.
- Heatbit has fewer than 10 people, with Alex saying about 90% of the work is now done with AI.Listen and follow The Daily Stack:
Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDs
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653
Website: https://dailystackhq.com
X: https://x.com/dailystackHQ
Not financial advice.Alex Busarov on Heatbit: Bitcoin Mining Heaters and Air Purifiers
Heatbit founder Alex Busarov joins The Daily Stack to explain home Bitcoin mining with devices that reuse mining heat, including Heatbit's heaters and the new Bitair air purifier with a single chip miner. The …
Notas del episodio
Heatbit founder Alex Busarov joins The Daily Stack to explain home Bitcoin mining with devices that reuse mining heat, including Heatbit's heaters and the new Bitair air purifier with a single chip miner. The conversation covers setup, how much heater mining can offset a power bill (30 to 100% by his estimate) versus about a dollar a month from Bitair, why heat reuse miners are the most resilient, halvings and miner margins, safety and custody choices, and Heatbit's first production run. The show also covers rate hikes, the bond market and Bitcoin as a check on war funding.
This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack
Chapters:
0:00 Intro: The Story of the Money
5:02 Welcome Alex Busarov of Heatbit, Midwest Bitcoin Summit recap
8:11 Rate hikes, national debt and Bitcoin as a check on war funding
12:37 Heated driveways and Alex's start with an Antminer S9K
16:33 Bitair air purifier miner and plug and play setup
21:02 Heater economics vs Bitair output
23:30 Anti data center politics and decentralized home mining
26:05 Why heat reuse miners are the most resilient
30:09 Halvings, stock to flow and shrinking miner margins
35:53 Coldcard incident, custody and device safety
40:18 Heatbit team, AI and the first production run
45:29 Bitair giveaway code and LednKey takeaways:
- Heatbit heaters run about 40 to 60 TH/s, and Alex says the bitcoin mined can cover 30 to 100% of the power the device uses.
- Bitair uses a single mining chip so it adds no noticeable heat, earning about $1 to $1.50 a month in a pool. It is meant as an introduction to mining, not an income source.
- Alex argues heat reuse miners pay nothing extra for electricity, so they don't need to sell their bitcoin or switch off when price falls.
- Halvings squeeze margins: Alex's example is a 60% margin dropping to about 20%, and a 40% margin going into the red.
- Heatbit does not hold users' mined bitcoin: users mine to the pool of their choice or solo mine. The company has fewer than 10 people, with Alex saying about 90% of the work is now done by AI.Listen and follow The Daily Stack:
Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDs
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653
Website: https://dailystackhq.com
X: https://x.com/dailystackHQ
Not financial advice.Bitcoin at $100K: Can MSTR Really Hit $1,000?
Robin Seyr returns to The Daily Stack's Treasury Talks to follow up on his MSTR to $1,000 thesis. He estimates $MSTR could reach about $250 if Bitcoin hits $100K by year end, and $1,000 per share as a baseline …
Notas del episodio
Robin Seyr returns to The Daily Stack's Treasury Talks to follow up on his MSTR to $1,000 thesis. He estimates $MSTR could reach about $250 if Bitcoin hits $100K by year end, and $1,000 per share as a baseline to slightly bullish case if Bitcoin reaches $200K to $300K over the next two to three years. The conversation also covers Stretch ($STRC) buybacks and its return to par, Strategy versus Strive ($ASST), neobank yield products built on Stretch, doing your own research on treasury companies, and lessons from the Coldcard incident.
This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack
Chapters:
0:00 Preview: Bitcoin to $100K and Stretch buying power
1:00 Robin Seyr returns for the MSTR $1,000 follow up
3:11 Where MSTR could trade if Bitcoin hits $100K
4:50 Bull market signals and the $1,000 MSTR case
8:07 Stretch buybacks and getting back to par
13:27 Strategy and Strive: friendly competition
18:13 Stretch as institutional backbone and S&P 500 catalysts
21:30 Castle and Stretch backed high yield accounts
26:21 Global treasury companies and management risk
32:34 Why treasury stocks need ongoing research
40:31 Coldcard incident and self custody lessons
46:29 What to watch next: Q3, midterms and BitcoinKey takeaways:
- Robin estimates MSTR at roughly $250 per share if Bitcoin reaches $100K by year end, with a premium of around 1.4 to 1.45 and another 10,000 to 30,000 BTC bought.
- With Bitcoin at $200K to $300K, Robin sees $700 to $800 per share as a bearish conservative case and $1,000 as a baseline to slightly bullish case for MSTR.
- Robin says Strategy bought 170K Bitcoin this year despite a bear market, and that Stretch reaching $50 to $60 billion in value could enable weekly buys of 40K to 60K BTC.
- Robin describes a future where neobanks offer customers around 7% on Stretch backed accounts and keep the spread from Stretch's 12% rate.
- Robin says the Coldcard incident did not affect him and calls it a wake up call to stop trusting hardware wallets to generate entropy.Listen and follow The Daily Stack:
Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDs
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653
Website: https://dailystackhq.com
X: https://x.com/dailystackHQNot financial advice.
Cristina Llamas Rey: mujeres, Bitcoin y la brecha de género
La doctora Cristina Llamas Rey, cofundadora de Women of Bitcoin y CEO de Bitcoin Policy UK, conversa en The Daily Stack en español sobre por qué tan pocas mujeres participan en Bitcoin y qué errores comete el …
Notas del episodio
La doctora Cristina Llamas Rey, cofundadora de Women of Bitcoin y CEO de Bitcoin Policy UK, conversa en The Daily Stack en español sobre por qué tan pocas mujeres participan en Bitcoin y qué errores comete el ecosistema al intentar incluirlas. Cuenta su paso del derecho espacial a Google y al comercio online, cómo nacieron las comunidades de Women of Bitcoin tras Madeira 2024 y por qué el primer paso es probar una wallet y recibir los primeros sats en comunidad. También habla de la regulación de Bitcoin en el Reino Unido, la identidad digital y los riesgos de privacidad para quienes tienen Bitcoin.
Este podcast es presentado por Scanley, visibilidad en IA para bancos y cooperativas de crédito. Obtén tu primer mes gratis con el código DAILYSTACK en https://meetscanley.com
¿Vas a sacar un préstamo con BTC? Nuestros amigos de Ledn te ofrecen .25% de descuento sobre sus tasas más bajas con nuestro enlace: https://www.ledn.io/partner/dailystack
Capítulos:
0:00 Brecha de género en Bitcoin y presentación de Cristina Llamas Rey
2:38 Del derecho espacial a Google y una tienda online
6:20 Bitcoin Corporate Day en Londres
8:34 De inversión especulativa a entender Bitcoin en comunidad
11:46 Madeira y la poca presencia de mujeres en eventos
14:00 Por qué Bitcoin no atrae a las mujeres: la casa y el hogar
19:17 Por qué existe Women of Bitcoin y cómo nació
26:27 Errores del ecosistema al intentar incluir mujeres
30:26 Primer paso realista: usar Bitcoin y recibir tus primeros sats
37:42 Bitcoin Policy UK y la regulación en el Reino Unido
43:21 Identidad digital, privacidad y ataques físicos
49:13 Cierre: tu primer sat y Bitcoin como bote salvavidasPuntos clave:
- En el Bitcoin Corporate Day de Praga de este año hubo una sola mujer entre unos 50 ponentes, y Cristina estima que el público femenino fue de alrededor del 5%.
- Según Cristina, a muchas mujeres les interesa menos qué es Bitcoin y más cómo usarlo y cómo puede beneficiar a su familia.
- Cristina sostiene que no falta educación sobre Bitcoin, sino experiencia real: bajar una wallet, recibir el equivalente a un dólar o una libra en sats y usarlos.
- Women of Bitcoin surgió tras un encuentro de mujeres en la conferencia de Madeira 2024 y funciona como comunidades descentralizadas y voluntarias.
- Cristina describe al Reino Unido como una de las jurisdicciones menos amigables con Bitcoin, aunque destaca que Bitcoin fue reconocido como propiedad privada.Escucha y sigue The Daily Stack:
Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDs
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653
Sitio web: https://dailystackhq.com
X: https://x.com/dailystackHQ
Esto no es asesoría financiera.Meta Muse Rally: BlackBerry QNX, Bitcoin Reserve, Micron and ARM
Avi Mash hosts JFDI and Father of Trades to discuss Meta's Muse launch and the $META chart, which JFDI targets near $1,000. They also cover BlackBerry ($BB) and its new QNX related contract ahead of earnings …
Notas del episodio
Avi Mash hosts JFDI and Father of Trades to discuss Meta's Muse launch and the $META chart, which JFDI targets near $1,000. They also cover BlackBerry ($BB) and its new QNX related contract ahead of earnings, Bitcoin after the reserve news, Viking Therapeutics ($VKTX) obesity data, and Iovance options flow. Problem Sniper then joins to share chart levels on Bitcoin, $MU, $META, $ARM, Cerebras, $MSFT, SpaceX, $QCOM and $CRDO, including a cup and handle setup he says points Bitcoin toward 100,000.
This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack
Chapters:
0:00 Intro and the new combined show lineup
6:35 Meta's Muse rally and the $1,000 META target
13:34 Why would Google let Meta access Gmail?
17:13 Bitcoin reserve news and JFDI's Bitcoin chart
26:16 BlackBerry contract, QNX and earnings preview
37:48 Viking Therapeutics jumps on obesity data
41:07 Iovance short interest and options flow
52:28 Problem Sniper: Bitcoin cup and handle toward 100K
58:10 Micron, SanDisk and AI memory demand
1:07:45 Meta Connect preview and AI hardware
1:12:06 ARM levels and a Cerebras live trade
1:16:53 Viewer picks: SpaceX, Qualcomm and CredoKey takeaways:
- JFDI measures Meta's breakout from a roughly 500 to 750 range and gets a target around 1,000 to 1,200. Avi cites 2.8 million Muse downloads in the first 12 days.
- Father of Trades says BlackBerry landed a contract starting at $100 million. He expects 6 to 7 cents EPS and 160 to 170 million in revenue, against analyst estimates of 4 cents and 145 million.
- Father of Trades sees BlackBerry at a $60 stock or higher by the end of 2027. He says he would only doubt the thesis if customers began migrating away from QNX.
- Problem Sniper measures a Bitcoin cup and handle from the 82,000 level to about 102,000. He expects Bitcoin to reach 100,000 this year.
- Problem Sniper sees Micron reaching 1,200 before earnings on September 30. He argues AI applications will keep memory demand from being cyclical.Listen and follow The Daily Stack:
Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDs
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653
Website: https://dailystackhq.com
X: https://x.com/dailystackHQ
Not financial advice.Joe Consorti: Bitcoin Breaks $85K and Why the Bear Market Is Over
Macro analyst Joe Consorti joins host Jody Flournoy to explain why he thinks the Bitcoin bear market is over after $BTC jumped from about 81,500 to 85K-86K, despite the Fed's first rate hike in about three …
Notas del episodio
Macro analyst Joe Consorti joins host Jody Flournoy to explain why he thinks the Bitcoin bear market is over after $BTC jumped from about 81,500 to 85K-86K, despite the Fed's first rate hike in about three years. They cover why "rates lead the Fed," the midterms as the remaining event risk, the failed Clarity Act, Strategy buying 950 BTC and repurchasing $174 million of $STRC, Joe's 50-week moving average signal and Bitcoin terminal, and ETF versus self-custody.
This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com
Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack
Chapters:
0:00 Intro: Joe Consorti on rates leading the Fed
1:19 BTC pops to 85K after the Fed's 25 bps hike
4:54 Midterms as Bitcoin's last remaining event risk
8:12 Inflation base effects and cover for Fed cuts
10:30 Debasement trade: gold, Bitcoin and Treasury buybacks
11:30 Clarity Act failure and what it means for Bitcoin
18:25 Strategy buys 950 BTC and repurchases STRC
24:43 50-week moving average and the cycle low signal
29:02 Joe's vibe-coded Bitcoin terminal and AI curation
34:45 82K level, end of Q3 and the four-year cycle
44:35 Bitcoin custody: ETFs vs self-custody
50:25 What to watch: Fed meeting, midterms, OctoberKey takeaways:
- Joe says the Fed sets policy rates while the Treasury market sets real rates. With the two-year yield about 75 basis points above fed funds, he called the hike largely performative: rates lead the Fed.
- Joe sees the midterms as the main remaining event risk for Bitcoin, more a cap on a breakout than a downside catalyst.
- Inflation base effects starting early next year could give the Fed cover to cut rates, which Joe views as positive for Bitcoin.
- Per Joe's backtest, a close above the 50-week moving average has a 100% cyclical hit rate excluding the COVID crash, and an 88% hit rate across all instances.
- Joe argues most people will hold Bitcoin through ETFs. He says technically literate holders should self-custody.Listen and follow The Daily Stack:
Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDs
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653
Website: https://dailystackhq.com
X: https://x.com/dailystackHQ
Not financial advice.
Aquí están los 40 episodios más recientes de 260. Los anteriores están en el feed del podcast.
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