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00:18:47

UTXO’s Loren Asmus: The $300T Bond Market Is Bitcoin’s Next Frontier

UTXO Management's Loren Asmus: Bitcoin isn't a trade, but a portfolio staple. He breaks down institutional adoption, retention, and why education is key.
00:14:39

Bitcoin Core developer responds to AI & Quantum Risk

Is AI address security fear-mongering? Chaincode Labs' Antoine Poinsot answers Justin Drake's viral post, breaking down quantum risk and preparation.
00:25:06

Building the Berkshire Hathaway of Bitcoin | Twenty One Capital CEO Rapha Zagury

Twenty One Capital holds 43K BTC at a discount. CEO Rapha Zagury breaks down its mNAV, share buybacks, and why Tether's backing provides a permanent edge.
00:18:46

Calamos Investments CEO John Koudounis: Bitcoin Will Hit $1M by 2030

Is Bitcoin headed for a $1M awakening by 2030? Calamos CEO John Koudounis explains why institutional bank lending and ETF access will drive the surge.
00:18:28

Shawn Owen: Bitcoin’s First Institutional Cycle Has Arrived

Banks are racing to adopt Bitcoin, and SALT Lending CEO Shawn Owen says FOMO is real. He joins Grace and Sean to break down BTC lending and institutional shift.
00:22:30

Josh Young: “Massive” Currency Debasement to Come From Oil’s Run Higher

Global oil stocks are depleting fast. Bison's Josh Young warns of low usable reserves, $105 fair-value WTI, and hidden upside in undervalued energy assets.
00:14:01

James Van Straten: BTC Bull Market Has Begun – Rotation from Gold Driver Back to $126K

Where will Bitcoin's next rally come from? CoinDesk's James Van Straten analyzes gold rotations, equity pullbacks, and stablecoin inflows as key drivers.
00:23:39

StoneX Global Macro Director: French Bond Market Contagion & BTC Market Outlook | Vincent Deluard

Treasury yields and oil surge as StoneX's Vincent Deluard warns equities are next. He turns bearish on stocks post-November while staying bullish on Bitcoin.
00:19:18

$350M St Cloud CEO: The First Credit Union to Put Bitcoin on Core Ledger | Jed Meyer

A 1930s postal credit union now custodies real Bitcoin. St. Cloud CEO Jed Meyer breaks down its hybrid vault model and quiet path to over 20 BTC.
00:15:12

Housingwire’s Logan Mohtashami: Real Estate vs Bitcoin & Bond Market Outlook

Mortgage rates hit 3-year highs as homebuyers retreat. HousingWire’s Logan Mohtashami explains why rising bond yields and Fed hawkishness drive the surge.