The Wolf Of All Streets

Bitcoin remains resilient, but the key question is whether the current move has enough real spot demand to continue, with futures activity once again leading the rally. The show also looks at NVIDIA’s $500 billion AI financing push and what it means for the ongoing rotation of capital into AI, while CoreWeave’s strong earnings add to the momentum. On the macro side, Trump is considering major tax and housing policies ahead of the midterms, while the yen intervention appears to be losing its impact and could force the U.S. and Japan into another response. We also cover the CFTC stepping in to protect Kalshi as its regulatory battle with New York escalates.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin is at the center of a major capital rotation as Riot turns its power infrastructure toward AI with a massive Anthropic deal, while Unitree’s 8,000x oversubscribed IPO signals growing excitement around robotics. Meanwhile, Tom Lee slows ETH accumulation in favor of buybacks, and the SEC moves ahead with a new crypto token framework despite delays to the CLARITY Act.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin holds above $65K as investors return to ETFs ahead of a major week of inflation data. We cover the strongest Bitcoin ETF inflows since April, the collapse of BIP-110’s miner support, and why gold continues to outperform as major banks raise their price targets. We also look at Berkshire Hathaway putting billions back into stocks, and what the latest Iran and Strait of Hormuz developments mean for markets.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Rob Hadick discusses how institutional adoption is accelerating even as retail activity remains weak. We cover the growth of prediction markets, stablecoins, and tokenization, what caused the October 10 liquidation event, and why the next crypto cycle could be more selective, with stronger fundamentals and institutional capital driving the winners.

Learn more about your ad choices. Visit megaphone.fm/adchoices

The panel discusses why institutional adoption is accelerating despite weak market sentiment, arguing that Wall Street is focused on long-term infrastructure rather than short-term price action. It explores the convergence of AI and blockchain, the rise of tokenization and real-world assets, and how crypto is evolving into the financial rails powering global markets—often without users even realizing they’re using blockchain technology.

Learn more about your ad choices. Visit megaphone.fm/adchoices