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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.
00:14:01

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.

Robinhood Adds Bitcoin to Its Balance Sheet: A Strategic Signal from a $100B Fintech

Robinhood added $25M of Bitcoin (~294 BTC) to its balance sheet—its first corporate holding and a strategic signal from a $100B fintech.
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.
00:17:59

Leon Wankum: BTC Taking on Real Estate’s $300T Monetary Premium

Property was once the default wealth store, but Leon Wankum argues that run is over. He explains why Bitcoin is stripping real estate of its monetary premium.
00:14:29

Coinbase’s Ryan VanGrack: CFTC Approval “Opens Many Doors” for Bitcoin

Proposed SEC rules could boost direct Bitcoin ownership for advisors. Coinbase’s Ryan VanGrack explains why ETFs and direct holding can both thrive.
00:09:42

Coinbase Business Chief: Big Banks Increasing BTC Exposure | Shan Aggarwal

New SEC rules could unlock advisor access to Bitcoin. Coinbase CBO Shan Aggarwal explains how Coinbase's custody infrastructure is paving the way.
00:18:01

TD Cowen’s Lance Vitanza: BTC to $132k in 2027 & MSTR Price Outlook

Institutions aren't asking IF to buy Bitcoin, but HOW. TD Cowen’s Lance Vitanza breaks down the rise of BTC corporate treasuries and capital markets products.