The Wolf Of All Streets

Bitcoin's brutal six-week ETF bleed is finally easing. Santiago Capital's blockbuster 84-page report from Brent Johnson warning that the dollar can't die of weakness — only of STRENGTH, when a sustained DXY spike forces enough sovereign and corporate defaults to compel an alternative system — and today's setup is the cleanest macro inflection point we've seen all cycle. We break down whether the ETF pain peak signals the cycle bottom, what a 2-year yield breakout means for Bitcoin, and why Brent Johnson's "dollar dies of strength" thesis is the most important macro framework you're not hearing about.

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Carolyn Pham, the former CFTC commissioner now leading MoonPay's institutional push, says crypto has roughly two and a half years to become too big to fail — and the numbers already prove it's happening. Stablecoins did $28 trillion in volume in a single quarter, dwarfing Visa and MasterCard combined. Tokenized repo is hitting $10 trillion every month. In this conversation recorded live at Consensus 2026, Carolyn breaks down what MoonPay Institutional actually means for every bank and asset manager trying to get into crypto without building from scratch, why the narrative that DeFi is incompatible with KYC is a complete fallacy, and how she built America's first digital asset taxonomy at the CFTC that became the foundation for everything the SEC and CFTC are doing now. She explains why this isn't disruption but modernization, how a $100 million acquisition of Israeli defense tech cybersecurity gives MoonPay the wallet infrastructure institutions actually trust, and why a Bitcoin in every brokerage account is the real point of no return.

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Grant Cardone says he may have found a way to disrupt the $4 trillion real estate industry by combining income-producing real estate with Bitcoin. In this interview recorded live at Consensus 2026, Grant breaks down why the 1965 REIT model is fundamentally broken — companies forced to distribute 90% of their cash with nothing left for capital expenditures — and how his Bitcoin real estate hybrid solves the liquidity problem that's crushing major institutions like Starwood right now. He explains why 80% of his investors have never owned Bitcoin before, how showing them the hybrid model turned them into Bitcoin buyers on their own, and why he believes every major institution will eventually adopt this model. Grant also reveals how he almost lost $12 million in Bitcoin on a plane he sold to Tim Draper, why he thinks Bitcoin should be $150,000 today, and what Michael Saylor said when he saw Grant's first hybrid deal.
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In this fiery Crypto Town Hall discussion, hosts and guests debate whether MicroStrategy's STRC is truly "digital credit" or high-yield preferred equity riding Bitcoin's wave—sparking retail outrage as it traded sharply below par amid leverage unwinds and DeFi vault concerns. Experts break down the risks of emotional investing, Saylor's bold Bitcoin accumulation strategy, and why forced selling fears are overblown given the company's hoard. The conversation pivots to exciting news from Ledn: support for tokenized Tether Gold (XAUT) alongside expanded stablecoins like USDT and USDC for seamless borrowing, repaying, and trading against Bitcoin. Discover why gold's lower volatility complements Bitcoin as a tried-and-true hard asset, offering potentially better loan terms, and how focusing on real value over hype products leads to smarter portfolio decisions in volatile markets.
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Bitcoin just flashed one of its most reliable historical buy signals — dipping below its 200-week moving average twice in two weeks, a setup Kraken's Chief Economist Thomas Perfumo says has delivered 113% MEDIAN returns over the following year (and 313% over two years), with median time to break even of just TWO DAYS. The signal has only triggered on roughly 10% of all trading days since 2017. But the bull case lands into a brutal backdrop: Add Franklin Templeton filing BTC-reinvesting dividend ETFs, BlackRock's BITA pitched as "too big to ignore" for income investors, and Illinois passing the most punitive crypto tax in the country — and today's setup is the wildest bull/bear divergence we've seen all cycle. We break down whether Kraken's 113% historical signal will hold against Saylor's structural crisis, what miners going below cost actually means, and whether BTC's two-day median break-even is the bull case nobody's talking about.

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