The Wolf Of All Streets

Bitcoin has just 4 weeks of Senate floor time before August recess to pass the Clarity Act — the bill that could unlock billions in sidelined institutional capital — and the political clock just got brutal. Trump is refusing to sign the housing bill (which carries the four-year CBDC ban) unless lawmakers approve a voter-ID bill, threatening the entire legislative track, while JPMorgan officially endorsed the Clarity Act today but loaded it with stablecoin restrictions designed to protect their deposit business. But the bull signals are stacking: DTCC's NSCC just went 24x5 (Wall Street catching up to crypto's 24/7 reality), and Fidelity outlined 5 catalysts that could end the bear market.

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In this crypto town hall show, Dave, Scott, and Peter Schiff discuss Michael Saylor and Strategy’s new manifesto and market reaction. Topics include Strategy’s long-term Bitcoin appreciation bet with no near-term selling or buying, 25-month reserves via preferreds, share repurchases, dividends, and capped BTC sales. They analyze MSTR outperforming in BTC rallies but lagging in flat markets, STRC as high-yield debt tied to future Bitcoin price, and dismissal of 2022-style forced liquidation waves. Crypto sentiment covers retail exodus and fear versus net platform buys and Solana’s surprising strength and adoption. Ethereum foundation shifts are noted. The core debate examines token economics and valuations: Bitcoin as unmatched digital gold with superior security and global PoW access, versus utility tokens on Ethereum, Solana, Hyperliquid, single-use chains, and compute tokens potentially accruing value through fees, tokenization, or agentic commerce — or remaining narrative-driven distortions like the internet bubble, without real economics flowing to holders per DTCC-style analogies. Regulatory challenges around the Howey test and token pass-through are touched on, alongside a light Dogecoin versus Bitcoin exchange.
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Bitcoin just had its WORST ETF month in history — $4.1 BILLION pulled in June, with BlackRock's IBIT alone accounting for $3 billion — while gold is holding $4,000 even as the US and Iran traded fresh attacks in the Strait of Hormuz. Bitcoin is now down 30% YTD and on track for a second straight quarterly loss, with legendary investor Jeremy Grantham — who called both the dot-com and 2008 crashes — predicting on CNBC that Bitcoin will "dwindle away with a whimper." Meanwhile Peter Schiff just issued a fresh Saylor warning: MSTR can't sell Bitcoin without crashing the market, and even STOPPING buys would crush the price. Brad Garlinghouse called STRC's slide below par a "damning indictment" of Saylor's strategy as Strategy stock hit its lowest level since February 2024. Saylor responded by teasing more buying with his "we're gonna need more charts" post. We break down whether gold has officially won the safe-haven trade — and what Thursday's Jobs Report could mean for Bitcoin's July.

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Yat Siu of Animoca Brands lays out his provocative thesis that AI agents — not humans — will drive the next crypto bull run, creating hundreds of billions of autonomous wallets transacting on chain through microtransactions that only blockchain can support. He reveals Animoca's new agentic platform HelloMinds.ai, explains why altcoin tokens will become the commodities of the AI economy while L1 chains risk becoming commoditized like telcos, warns that dollar stablecoins are already "colonizing" foreign economies and forcing governments to react, shares how a simple grocery price agent exposed a 75% spread saving $500-700 per month, argues that NFTs are quietly coming back as status symbols that AI agents themselves will purchase for identity, and announces a $10 million fund for builders creating agentic AI on their platform.
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11 million Bitcoin underwater...capitulation or opportunity? Today's panel explains why the stat is overstated due to custodial ETF and exchange holdings where transfers no longer signal real ownership. They cover record long-term holder conviction, the persistent four-year cycle with possible lower lows into Q3/Q4, and lack of true capitulation without leverage deleveraging. Macro pressures from SpaceX liquidity drains, geopolitics, and inflation are weighed against stablecoins powering dollar dominance, tokenization, and RWAs. The discussion highlights crypto’s bifurcation into Bitcoin as neutral collateral versus infrastructure for AI agents and machine-to-machine payments. Special focus on MicroStrategy’s STRC yields, MNAV debates, dilution risks, cash runway issues, and “investigation” headlines as law firm class-action PR, alongside current bear market frustration and the constructive long-term outlook.
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