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1.2K to 6K🎙 Daily cadence·534 episodes·Last published today - Monthly Reach
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On the show
From 32 epsHost
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Recent episodes
Quantinuum Surges 20% After Trump's Quantum Executive Order
Jun 24, 2026
Unknown duration
SpaceX Crashes 15% Right Back To Its $150 Launch Price
Jun 23, 2026
Unknown duration
Chinese AI Stocks 10x in Six Months. Is This China's OpenAI?
Jun 22, 2026
Unknown duration
SpaceX Is Preparing a $20 Billion Bond to Fund AI Buildout
Jun 19, 2026
Unknown duration
New Fed Chair Warsh Doubles Down on the 2% Inflation Target
Jun 18, 2026
Unknown duration
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/24/26 | Quantinuum Surges 20% After Trump's Quantum Executive Order | In this episode, we discuss Quantinuum's 20% surge after Trump's quantum executive order, SK Hynix raising nearly $29 billion via a US listing, and a surging DXY as the market braces for a rate-hiking cycle.00:00 Introduction00:23 Crypto Headlines and Web3 Roundup06:46 How Much Memory Do We Need11:54 Micron Q3 Earnings Preview15:48 Why Memory Trades Like a Commodity21:11 Storage and Apple RAM Prices Surging25:37 DXY Surges on Hawkish Fed and Rate Hike Risk30:07 SpaceX Overhang and Going Risk Off37:07 Quantinuum Surges on Trump Quantum Order42:31 How Early Quantum Is and Picking Winners48:18 Following Lutnik and the Commerce Account53:43 SK Hynix Raising 29 Billion via US Listing58:39 Closing Thoughts and HomeworkThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. | — | ||||||
| 6/23/26 | SpaceX Crashes 15% Right Back To Its $150 Launch Price | In this episode, we discuss the sharp tech and crypto sell-off, SpaceX falling back to its $150 launch price, and Micron's new strategic memory agreement with Anthropic.00:00 Introduction00:40 Crypto Headlines and Web3 Roundup06:11 Reading The Sell-Off and Hiking Cycle Concerns11:27 Polymarket Fed Odds and the Crypto Bear Market18:34 The Global Tech Sell-Off and Leveraged FOMO Trading24:23 Micron's Strategic Memory Deal With Anthropic29:23 Apple, Local Models and the RAM Shortage35:27 The Privacy Thesis and Running Models Offline41:18 Apple As A Long-Term Trade Idea45:24 Sitting On The Sidelines and Why SpaceX Is The Risk Tell51:00 Why SpaceX Lost Its Appeal and Is AI Profitable Yet54:24 Closing Thoughts and Bitcoin TomorrowThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. | — | ||||||
| 6/22/26 | Chinese AI Stocks 10x in Six Months. Is This China's OpenAI? | In this episode, we discuss the Chinese AI labs MiniMax and Knowledge Atlas surging on the Hong Kong exchange, the US and Iran negotiations breaking down in Switzerland, and whether Solana season is real or just manufactured.0:00:00 Introduction0:01:05 Crypto Headlines and Web3 Roundup0:15:44 US and Iran Negotiations Break Down in Switzerland0:22:14 Was There Ever a Deal and How Markets Are Reading It0:26:50 Robinhood Trade Idea and Why the Chart Is Inflecting0:33:35 Robinhood and the Trump Accounts Treasury Contract0:42:58 Chinese AI Labs MiniMax and Knowledge Atlas Explained0:50:15 Anthropic's Mythos and Fable Shutdown and the AI Cold War0:56:59 The Bear Case for Chinese AI Stocks1:04:09 Is Solana Season Real or Manufactured1:07:35 Why Sol Has the Same Value Problem ETH HadThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. | — | ||||||
| 6/19/26 | SpaceX Is Preparing a $20 Billion Bond to Fund AI Buildout | In this episode, we discuss SpaceX preparing a potential $20 billion bond for its AI buildout, why chip makers are surging while crypto sells off, and what China's AI tiger Minimax actually is.0:00:00 Introduction0:01:01 Crypto Headlines and Web3 Roundup0:12:15 Saylor's AI Designed STRC and Opportunistic Clipping0:15:12 Following the Flows Into the Memory and Chip Makers0:25:03 Going Flat After the FOMC and Concentrating Into AI Semis0:32:00 Intel as a Trade and the Trump Apple Partnership0:40:45 Minimax China's AI Tiger Explained0:43:51 Fable Lockdown and Government Stakes in AI0:48:04 SpaceX After the IPO Pop and the 20 Billion Dollar Bond0:53:55 Following the AI Capex Stack From Chips to PowerThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. | — | ||||||
| 6/18/26 | New Fed Chair Warsh Doubles Down on the 2% Inflation Target | In this episode, we discuss Kevin Warsh's first FOMC and the 2% inflation focus, the signed US-Iran MOU, and Strategy's STRC breaking to a record low under par.0:00:00 Introduction0:00:59 Crypto Headlines and Web3 Roundup0:09:55 Hyperliquid Buy Pressure and Front-Running the TWAPs0:14:17 Kevin Warsh Takes Over the Fed0:18:55 The Five Task Forces and the Obfuscation Theory0:23:04 No More Forward Guidance and Free Markets0:27:03 Trump's One Eighty on Rate Hikes0:30:53 Trader Reactions and the Inflation-Focused Fed0:35:32 The Bearish Verdict and Selling Into the FOMC0:38:52 Trump Signs the Iran MOU0:42:18 A Surrender or a Smart Deal0:48:13 The Three Hundred Billion and Ending Sanctions0:51:56 STRC Breaks Down and the Bitcoin Verdict0:55:53 XPL Trade Recap and the Bitcoin Lag Problem0:59:12 Going Flat on Alts and the Bitcoin Is Fine DebateThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. | — | ||||||
| 6/16/26 | SpaceX Stock Surges Above $200 In The Biggest IPO Ever Seen | In this episode, we discuss the SpaceX trading frenzy after its record IPO, the FOMC rate decision under a new Fed chair, and Nvidia tapping the debt market to fund the AI buildout.0:00:00 Introduction0:00:28 Crypto Headlines and Web3 Roundup0:04:42 Is There Really An AI Crypto Trade0:12:26 Crypto Versus Stocks Risk Reward0:19:57 SpaceX Trading Frenzy And The Bull Case0:27:18 Has SpaceX Even Pumped Yet0:35:47 SpaceX Unlocks And NASDAQ Inclusion0:41:00 FOMC Preview And The Kevin Warsh Era0:48:13 The Narrow AI Rally And Market Intervention0:53:04 Nvidia Taps The Debt Market For AI0:58:41 Is The AI Bond Boom Late StageDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. | — | ||||||
| 6/15/26 | Bitcoin Reclaims $65K As US Iran Peace Deal Takes Shape | In this episode, we discuss Bitcoin reclaiming $65K on US Iran peace news, the SpaceX pre-IPO trade ahead of today's leveraged ETF launches, and the fallout after Anthropic pulled Claude Fable Five.00:00 Introduction00:29 Crypto Headlines and Web3 Roundup06:03 Inside The US Iran Peace Deal11:56 Why This Might Not Be A Real Peace Deal16:36 Citrini Macro Memo and Positioning19:29 FOMC Meeting and Rate Hike Odds22:51 Summer Rally and Midterm Risk27:08 Token Unlocks On The Horizon30:56 SpaceX Trade and Leveraged ETFs38:17 Anthropic Fable Five Fallout44:34 Regulatory Capture and Government Equity48:49 OpenRouter Fusion API and Blended Models52:10 Week Ahead FOMC Inflation and Yields55:41 Outro and TelegramThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. | — | ||||||
| 6/12/26 | SpaceX Surges To $175 On Hyperliquid Ahead Of Friday IPO✨ | SpaceX IPOCrypto market+3 | — | SpaceXHyperliquid+2 | Iran | SpaceXIPO+5 | — | 1h 02m 49s | |
| 6/11/26 | US-Iran Shock, S&P Losses & Strategy’s $500B Bitcoin Rotation✨ | Bitcoin investmentS&P 500 analysis+4 | — | BitcoinStrategy+3 | IranUS | BitcoinS&P 500+7 | — | 1h 01m 47s | |
| 6/10/26 | SpaceX Rips To $165 Pre-IPO While Everything Else Sells Off✨ | SpaceX IPOmarket trends+4 | — | Fable 5SpaceX+2 | — | SpaceXIPO+6 | — | 43m 07s | |
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| 6/10/26 | Banned From Hyperliquid Over One HTX Withdrawal | As Required has done over $210M in volume on Hyperliquid. After the UK sanctioned Huobi Global, a single HTX withdrawal got his wallets flagged as high risk and banned from Hyperliquid, OpenSea, Polymarket and more. We discuss what happened, the compliance overreach behind it, and what it means for anyone using centralized exchanges.00:00 Introduction01:43 Net Short 2026 and the Macro Bottom Call04:48 IPO Summer and the Bull Case for HYPE07:59 Is Airdrop Farming Still Worth It11:45 Banned From Hyperliquid After the UK HTX Sanction15:39 Why HTX and How the Flag Spread19:41 Clean on GoPlus and Blockaid but Banned Anyway21:53 Implications and How to Protect Yourself25:18 The OpenSea Bans and NFTs Worth Zero29:29 Final Thoughts and the Case for an Appeals ProcessDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. | — | ||||||
| 6/9/26 | Anthropic To Release Mythos Today?✨ | AI releasesinvestment strategies+3 | — | MythosSiri+6 | — | AnthropicMythos+7 | — | 52m 03s | |
| 6/8/26 | KOSPI Halted After Crashing 8% In A Single Trading Day✨ | KOSPI crashSpaceX IPO+4 | — | KOSPISpaceX+4 | South Korea | KOSPISpaceX+6 | — | 59m 52s | |
| 6/5/26 | Zcash Drops 50% After Infinite Mint Bug Found In Protocol✨ | Zcash infinite mint bugpre-IPO market trends+4 | — | crypto altsZcash+4 | — | Zcashinfinite mint bug+6 | — | 1h 01m 24s | |
| 6/4/26 | BTC $62K Crash, Kraken xStocks & Hayes Dumps NEAR/HYPE✨ | Bitcoin crashKraken xStocks+5 | — | NEARHYPE+2 | — | BitcoinKraken+7 | — | 56m 44s | |
| 6/3/26 | S&P 500 Hits Fresh Record Highs As Bitcoin Falls To $66K✨ | S&P 500Bitcoin+5 | — | BitcoinS&P 500+7 | — | S&P 500Bitcoin+8 | — | 55m 03s | |
| 6/2/26 | Saylor Starts Selling Bitcoin For The First Time Since 2022✨ | Bitcoin sellingcryptocurrency news+4 | — | TON tokenGRAM+4 | — | BitcoinSaylor+8 | — | 1h 00m 39s | |
| 6/1/26 | Hyperliquid Hits $73 All-Time High On Relentless Buying✨ | HyperliquidSpaceX IPO+4 | — | Pokemon CardsGacha+6 | — | HyperliquidSpaceX IPO+4 | — | 58m 55s | |
| 5/29/26 | S&P ATHs, ICE Meets Hyperliquid & Anthropic’s $965B AI Round | In this episode, we discuss ICE (the owner of the New York Stock Exchange) meeting the Hyperliquid team, the S&P pushing to fresh all-time highs above 7,500, and Anthropic's $65 billion Series H raise at a $965 billion valuation.0:00:00 Introduction0:00:40 Crypto Headlines and Web3 Roundup0:04:55 Oracle Risk and Blockchain Downtime0:10:48 Eli Lilly and the GLP-1 Peptide Trade0:14:37 Peptides, BPC-157 and the Iggy Azalea Anniversary0:20:09 Peptides as a Longevity Trend0:23:24 S&P All-Time Highs and the US-Iran Ceasefire0:27:35 Dell's 33% Surge and the $9.7B Pentagon Contract0:33:50 Dell, Trump Accounts and the Corruption Question0:37:59 The Dell Family Trust Accounts Debate0:43:59 Everything Rally vs AI Rally and the Summer IPO Thesis0:49:22 ICE Meets Hyperliquid and the TradFi Convergence0:53:50 Would ICE Take a Stake in Hyperliquid?0:59:01 Anthropic Raises $65B at a $965B ValuationDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. | — | ||||||
| 5/28/26 | Bitcoin Crashes To $73K As Crypto Bid Dries Up | In this episode, we discuss Bitcoin's crash to $73K dragging the whole market down, Trump's promise to never let crypto down, and Liquid's new Co-Invest letting you trade directly via Claude.00:00 Intro Music00:28 Introduction02:57 Crypto Headlines and Web3 Roundup09:33 Bitcoin ETF Outflows And The Crypto Bid Drying Up14:00 Hyperliquid Decoupling And The Hype Trade17:42 Cutting The Hype Position And Portfolio Rebalancing21:13 Crypto Versus Equities Allocation26:02 Is ETH Just A Bad Asset30:53 Speed-Running The Risk Curve Into AI Plays34:35 Trump Vows To Never Let Crypto Down37:30 World Liberty Fi Damage And Midterm Blowback39:42 Phunky On The Clarity Act And Crypto Ethics42:42 Can You Really Future-Proof A Law47:53 Liquid Co-Invest Trading Directly Via Claude51:02 AI As A New Distribution Channel For Founders54:47 Security And Execution Risks Of Agentic Trading58:53 Closing ThoughtsThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. | — | ||||||
| 5/27/26 | Strategy BTC Debt, Base Trading Agents & SpaceX’s $2.29B Data Network | In this episode, we discuss Strategy retiring $1.5B of Bitcoin debt without buying more, Base launching MCP so agents can trade on your behalf, and SpaceX winning a $2.29B Space Force contract for a military data network.00:00 Introduction00:30 Crypto Headlines and Web3 Roundup05:13 Bread On Hype ETFs And Pump Fun Multi-Chain12:24 Hype Conviction Heading Into IPO Season17:08 Strategy Retires $1.5B Of Bitcoin Debt20:33 Bitcoin ETF Outflows And Saylor Fatigue24:09 Phunky Defends Bitcoin And The Institutional Bid29:23 Are We Still Early To Crypto Or Anywhere Else33:24 Trillion Dollar Tech And Where The Money Comes From37:55 AI Spend And The L1 Analog For Value Capture41:18 How To Position Into A Red Day Before IPO Season44:38 BlackBerry Lists On Hyperliquid With Nokia Style Setup47:33 Base MCP Lets Agents Trade On Base51:22 ERC-8004 And The Agent Discovery Problem54:13 SpaceX Wins $2.29B Space Data Network Contract57:38 Sign OffDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. | — | ||||||
| 5/26/26 | NEAR Rips 20% Back Toward $3 As Risk-On Returns | In this episode, we discuss NEAR ripping back toward $3, OKX launching Exchange OS to rival Hyperliquid, and markets pricing in US-Iran peace despite mixed messaging.0:00:00 Introduction0:00:52 Crypto Headlines and Web3 Roundup0:04:24 Legendary's Market Overview0:10:31 NEAR Rips Again Toward $30:16:46 Google Trends and the Crypto Inflection Point0:23:54 Crypto AI Market Cap vs OpenAI Comparison0:30:38 Neobanks Stablecoins and Pokemon TCG Exposure0:39:18 Using AI Agents to Track RoboStrategy0:45:39 OKX Launches Exchange OS to Rival Hyperliquid0:51:21 US Iran Mixed Messages and the S&P Win Streak1:00:11 If You Are Going to Bid This Is the TimeDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. | — | ||||||
| 5/22/26 | NEAR Surges 28% On AI And Privacy Narrative Bid | In this episode, we discuss NEAR ripping 28% on the AI and privacy narrative, MegaETH sunsetting its Terminal points campaign early, and Pump.fun adding USDC pairs as SOL declines.0:00:00 Introduction0:00:30 Crypto Headlines and Web3 Roundup0:04:11 AI And Robotics Sector Showing Signs Of Life0:09:15 Why NEAR Stands Out Against A Quiet Market0:10:30 Binance Pre-IPO Market For SpaceX0:18:39 SEC Innovation Exemption For Tokenized Stocks0:20:34 NEAR Up 28 Percent On AI Privacy And Intents Narrative0:27:00 Brad Breaks Down NEAR Intents Revenue And Usage0:33:20 Summer Party Thesis And Holding Risk Into IPO Season0:36:10 Active Management In A Disruptive AI World0:39:34 SpaceX And OpenAI IPO Strategy0:43:50 MegaETH Sunsets Terminal Campaign Early0:49:34 Moss SDK And The Vision For A Unified Ecosystem0:53:09 Pump Fun Adds USDC Pairs As SOL Declines0:55:24 Project X Cash Drop Day Predictions0:58:51 Bitcoin Pizza Day And Closing BanterDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. | — | ||||||
| 5/21/26 | Hype Pumps To $58 As Zcash Rips To $660 Highs | In this episode, we discuss HYPE's rally past $58 and Zcash reclaiming $660, NVIDIA's record $81.6B quarterly earnings, and SpaceX filing for IPO as OpenAI signals the same.00:00 Introduction00:25 Crypto Headlines and Web3 Roundup05:32 HYPE Flips Solana On FDV As Alts Lead The Market13:00 The Four Year Cycle Versus Rate Hike Fears16:00 Semiconductors Carrying The S&P And The Jevons Effect19:30 HYPE And Zcash Deep Dive24:12 Positioning And Trade Ideas For HYPE And Zcash35:53 NVIDIA Reports Record $81.6 Billion Quarterly Earnings39:35 Will NVIDIA Get The China Deal Done44:01 SpaceX IPO Filing And OpenAI Joins The Wave55:10 RoboStrategy And How To Play RoboticsDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. | — | ||||||
| 5/20/26 | Early Stage Crypto Ventures With Jim From Figment Capital | Jim Perillo from Figment Capital sits down to talk why applications beat infrastructure, the early call on HIP-3, and leverage tokens as a smarter way to get leverage. Plus the token versus equity problem, and the story behind his Wall Street Journal Katana win.0:00 From KPMG Tax Advisor To Crypto VC6:22 How Figment Pivoted From Infrastructure To Applications11:54 The Predicate Thesis And Middleware Investing16:40 MegaETH And Bedlam Research's Early HIP-3 Call20:40 Leverage Tokens As An Alternative To Active Management26:01 Why Figment Passed On Hype And SOL On The Public Side27:13 Zcash, VVV And The Token Versus Equity Problem30:22 Winning The Legend Trade Series And The Wall Street Journal34:59 The Solana Versus HyperLiquid Hater WarsDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. | — | ||||||
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2 placements across 2 markets.
Chart Positions
2 placements across 2 markets.