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00:16:03

“Massively Undervalued” – Samson Mow on MSTR & Bitcoin Treasuries

JAN3 CEO Samson Mow argues Bitcoin treasury firms like Strategy are undervalued, explaining their role as buyers of last resort driving a global scarcity race.
00:26:06

Jeff Walton: Where the Next Trillion Dollars for Bitcoin Comes from, $SATS IPO Update

While CCC spreads blew out, Strive raised $700M for Bitcoin. CRO Jeff Walton explains what this signals for Bitcoin-backed preferred equity and rated capital.
00:20:31

Sam Callahan: Bitcoin Doesn’t Need Rate Cuts to Succeed

The USD lost 20% purchasing power in 5 years. Sam Callahan breaks down financial repression, core PCE spikes, and the U.S. bond market's historic drawdown.
00:21:59

Michael Howell: Bitcoin as the Apex Liquidity Asset

CrossBorder Capital's Michael Howell explains why global liquidity drives markets and why Bitcoin is emerging as the apex asset in a debasement world.
00:43:20

Financial Repression in the Age of AI

Offshoring left the U.S. dependent on rivals for critical tech, says Craig Tindale. Drawing on Hamilton & Eisenhower, he frames AI as a defense mandate.
00:22:45

Richard Byworth: Bitcoin’s Next Run “Just a Mater of Time” thanks to Seller Exhaustion

Can you earn yield on Bitcoin safely? Richard Byworth warns against covered calls in rallies, making the case for basis trades for market-neutral yield.
00:20:42

$20B AUM Siebert Analyst: Bitcoin to $175K in 2027

Siebert Financial targets $175K Bitcoin and $350 Strategy. Brian Vieten details the path from the $58K low, ETF demand, and Strategy's digital credit engine.
00:17:33

Jeff Park: What The AI Pain Trade Means For Bitcoin

From Strategy to Google, firms adopt preferred securities. Jeff Park explains why digital credit is the future of income and valuation.
00:09:34

Fundstrat Analyst Sean Farrell: Bitcoin to $100k by Year End + MSTR MSCI Exclusion

Where is Bitcoin headed by year-end? Fundstrat's Sean Farrell sees $95K–$100K as possible, explaining bond volatility impacts and the broader regime shift.
00:17:31

Crypto Analyst Lark Davis: The Bitcoin Bull Run has Begun

Bitcoin trades sideways in $80Ks, but Lark Davis sees a major cycle ahead. He explains on-chain signals, whale accumulation, and a $57K market bottom.
00:21:00

Math Professor Warns of Threat to Bitcoin from AI Pivot

Could anyone actually break Bitcoin? Math professor Micah Warren applies game theory to explain why miner incentives and strong security prevent attacks.
00:17:31

Morgan Stanley’s Amy Oldenburg: The Digital Gold Investment Case for Bitcoin

Bitcoin's digital gold case is strong, says Morgan Stanley’s Amy Oldenburg, but she wants less tech risk correlation and more gold-like trade behavior.

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