The Daily Stack

Is NVIDIA About to Guide Down? The AI Credit Crunch Explained Nov 10, 2026 35:15 Fabio from MenthorQ (options and gamma data, ex-Bloomberg) joins Avi Mash, JFDI and Father of Trades on The Daily Stack.Could NVIDIA ($NVDA) guide down for the first time? With Treasury yields hitting 5%, the panel covers the AI credit crunch, Nebius ($NBIS) before Thursday's earnings, options volume at a 20-year high and the Anthropic IPO.Treasury yields hit 5% and NVIDIA is getting crushed.

Election Day Special: Why the Stock Market Makes No Sense Right Now Nov 3, 2026 42:59 Father of Trades (Caleb, who runs the $NQ Nasdaq Discord) joins Avi Mash on The Daily Stack for an Election Day special.Why does the market make no sense right now? Apple beat and sold off, Palantir grew revenue 95% and sold off, and the Nasdaq is back at the death box. Caleb breaks down the 4 midterm scenarios, what history says about stocks after midterms, and where he would actually buy.Avi and

Joe Consorti: Binance Hack, Midterms and Bitcoin vs AI Stocks Nov 2, 2026 45:22 Bitcoin and macro analyst Joe Consorti joins Jody Flournoy and Avi Mash on The Daily Stack for midterms week. Joe breaks down the Binance hot wallet hack, why bitcoin only fell about 4% on it compared with 25% during FTX, and why on-chain sleuths point to North Korea rather than an inside job. They cover Kalshi midterm odds and a Mark Moss stat that stocks were up one year later in 17 of the last

Building a Bitcoin Community in South Africa Oct 31, 2026 38:14 Hermann Vivier, founder of Bitcoin Ekasi, explains how a township community in Mossel Bay, South Africa lives on bitcoin. He walks through moving staff salaries to bitcoin step by step, onboarding local shops so the sats get spent instead of swapped back to rand, and keeping savings safe in a seven-guardian Fedimint federation. They also cover South Africa's draft rules to outlaw self custody

Strategy Earnings Call Q3 Preview: $MSTR, STRC and 848,000 Bitcoin Oct 29, 2026 36:25 Jody Flournoy and Halston Valencia of BitGo preview Strategy's ($MSTR) Q3 earnings call on Treasury Talks. Halston explains her tweet questioning Stretch (STRC) and Michael Saylor's reply, why weeks of STRC buybacks have not brought it back to par, and why she thinks Strategy needs to raise the STRC rate by at least 50 bps. They also cover Strive's 43,000 Bitcoin purchase, why Halst

Big Tech Earnings: Can AI Deliver on the Hype? Oct 27, 2026 34:26 JFDI and Father of Trades join Avi Mash for big tech earnings week. They break down why Meta round-tripped after a $25 billion stock sale and a $97 billion raise, what Microsoft's reported layoffs mean for AI and jobs, and the memory trade in Micron and SK Hynix. They also compare Robinhood, SoFi and Coinbase, make their calls on Microsoft and Amazon earnings, explain how the Anthropic IPO co

The $1 Trillion AI Test: Is Wall Street in Trouble? Oct 26, 2026 43:43 Avi Mash and Jody Flournoy dig into Anthropic's S1 numbers ($141B raised, $575M a month in free cash flow), Elon Musk saying debt markets have shut for companies without real revenue, and what a $1.5T Anthropic valuation would mean for Google, Microsoft and Amazon. They cover the Tesla and SpaceX merger talk, earnings week (Microsoft, Alphabet, Amazon, Robinhood, Reddit) and Eli Lilly's

Adrian Morris on AI, $ASST, $MSTR and $SATS Oct 23, 2026 55:50 Jody and Avi sit down with Adrian Morris of True North, who wrote the long research paper on Strategy's Stretch buybacks. He compares Strive's new SATS preferred (15% fixed) with Stretch, explains why his modeling found the Stretch buybacks indistinct from zero on price, and why he doesn't see MSTR common stock buybacks moving the needle either.Then the AI question: whether AI capex

Jeff Walton on Strive $SATS and British HODL on $MSTR Oct 22, 2026 01:02:16 Jody sits down with Jeff Walton, Chief Risk Officer at Strive, to break down SATS, Strive's new fixed rate perpetual preferred that pays $15 per share a year (15% at its $100 par) and sits junior to SATA. Jeff walks through how it compares with SATA and Strategy's Stretch, why he sees capital and capital structure as Strive's moat, and what changed after the warrants expired on Octo

Tech Earnings Preview with @JFDI and @FatherOfTrades Oct 20, 2026 01:03:16 JFDI and Father of Trades join Avi for a tech earnings preview. They cover BlackBerry's QNX royalty backlog hitting $1.25 billion, the AI infrastructure trade (Nebius, CoreWeave, IREN, AAOI, Aehr), why Father of Trades is shorting SpaceX into its earnings tonight (no profit yet, heavy spending and a 28% share unlock), Tesla's PE of 329 ahead of its report, Netflix, Texas Instruments and

Joe Consorti on $MSTR, $STRC Buys and Bitcoin Through $100K Oct 19, 2026 01:06:08 Joe Consorti joins host Jody Flournoy on Macro Mondays to break down the MSCI index decision on Strategy ($MSTR), Strategy's $STRC buybacks back to par, and why he thinks bitcoin can blast through $100,000. Then Artem Ponomarev, CEO of X-Place, explains borrowing against stocks and bitcoin and why he expects the biggest bull run ever.Joe walks through the numbers on MSCI forced selling, the F

$DRAM Beat Down | Eyes on Fed Oct 13, 2026 20:44 JFDI and Father of Trades join the show to debate whether another 25 to 50 basis points of Fed hikes would be healthy for this market, and how often the Fed has hiked back to back before. Then the DRAM beat down: SanDisk and Micron charts, China's CXMT memory push, and whether Micron looks like a bubble at about 7x forward earnings. Also covered: bank earnings from JPMorgan, Goldman and Citi,

Stop Paying For Heat (Mine Bitcoin Instead) Oct 12, 2026 30:38 Dane from Hashrate House joins the show to explain how a bitcoin miner can replace the heating element in your water heater, hot tub, radiant floor or driveway, so the heat you already pay for pays you back in sats. He walks through why he went from 80 decibel S19s to silent immersion systems, what a home install takes (a plumber and an L6-30 plug), the ROI question against a 10,000 dollar furnace

BTC BOUNCEBACK | DIGITAL REAL ESTATE W/ LEON WANKUM Oct 9, 2026 46:31 Leon Wankum, author of Digital Real Estate, is back on the show with host Jody Flournoy, fresh from the treasury conference in New York. They get into writing a book in the age of AI, whether the four year cycle bottom is in, how store of value went from gold to real estate and why Leon thinks bitcoin takes that role next, and the hidden costs of owning property versus the power law. Then the mone

AMPLIFICATION MASTERCLASS W/ GoS $ASST $MSTR Oct 8, 2026 01:02:58 Grain of Salt joins Treasury Talks with host Jody Flournoy and co-host Halston Valencia for a masterclass on amplification, the math behind how bitcoin treasury companies turn a bitcoin move into a bigger move for common shareholders. Grain walks through his amplification explainer, Strategy's aggregate cost of capital versus Strive's, SATA's dividend, Matt Cole's 1% allocator

¿Por qué tu dinero en pesos te empobrece? Bitcoin en México Oct 7, 2026 47:40 Pamela Posada conversa con Steph Serrano, fundadora de Escuela Bitcoin México y parte de Unlock, sobre por qué ahorrar en pesos te empobrece. Hablan de cómo México ha perdido el valor del peso, cómo explicarle Bitcoin a alguien que nunca lo ha usado, cómo nació Escuela Bitcoin México y los eventos de Unlock para mujeres en Zacatlán, en la Sierra Norte de Puebla. También comparan el ahorro en efect

$IOVA $2 to $14 | Holy Grail of Cancer Therapy Oct 6, 2026 01:28:35 Avi Mash hosts Iovance ($IOVA) investor Minnesota Gopher and trader Father of Trades to discuss Iovance's IL-12 tethered TIL program, Amtagvi data in melanoma, non small cell lung cancer, endometrial cancer and sarcoma, FDA CNPV vouchers, a possible Merck buyout, and short selling in biotech. Father of Trades reviews the $IOVA chart and options chain and compares it to $SLS. Minnesota Gopher

Bitcoin Price Prediction: Why the Bear Market Is Already Over | Joe Consorti Oct 6, 2026 48:17 Jody Flournoy hosts Bitcoin and macro analyst Joe Consorti on The Daily Stack to discuss the $BTC price near $85K, BlackRock $IBIT inflows, Strait of Hormuz oil exports, FOMC rate hike odds, the 10-year Treasury yield at 5.3%, and Strategy $MSTR, Strive $ASST and $STRC. Consorti argues the bear market is over. He points to falling open interest, a rally of roughly 50% from the $58K low, and Bitcoi

Prashanth Chandrashekar of Bringin: How to Live on Bitcoin in 2026 Oct 5, 2026 36:43 Can you actually live on bitcoin in 2026? Prashanth Chandrashekar, founder of Bringin, joins Avi Mash and Jody Flournoy on The Daily Stack to explain how he moved from India to Estonia, got paid in bitcoin, how Bringin turns self-custody bitcoin into euros for rent and bills, and why banking is still the hardest part for bitcoin businesses in Europe. He also covers self-custody vs KYC, which walle

STRC vs Strive SATA Explained: The Daily Dividend War Oct 2, 2026 36:33 Tim Kotzman of Bitcoin Treasuries joins Jody Flournoy and Halston Valencia on Treasury Talks, fresh off the Bitcoin treasury conference in New York, to compare Strategy's Stretch ($STRC) and Strive's $SATA now that both are moving to daily dividends, and why $STRC fell farther than $SATA. They also discuss whether Strategy could someday buy 10, 20 or 50 billion dollars of Bitcoin a week,

Tim Kotzman: Digital Credit, Daily Dividends and Unconference Recap Oct 1, 2026 48:59 Guest Tim Kotzman joins hosts Jody Flournoy and Halston Valencia on Treasury Talks to recap the second Bitcoin Treasuries Unconference in New York and announce the inaugural Digital Credit Digital Conference, streaming on X on October 21 from 10 to 2 Eastern. They compare Strive's $SATA and Strategy's Stretch ($STRC) now that both offer or propose daily dividends, and discuss how smaller

Jan Kotas: ¿Paraguay será el próximo país Bitcoin? Sep 30, 2026 01:03:31 Pamela Posada conversa con Jan Kotas, programador de origen checo y cofundador de Bitcoin Paraguay, sobre por qué Paraguay atrae a bitcoiners y expatriados que buscan residencia fiscal, libertad y una vida menos dependiente de un solo Estado. Jan explica cómo nació la comunidad Bitcoin Paraguay, sus meetups, talleres para principiantes con la billetera Blink y su curso con billeteras Trezor. Tambi

IOVA Rally, BlackBerry QNX Uber Deal and Micron Earnings Preview Sep 29, 2026 01:10:11 Avi Mash returns from a wedding to an $IOVA rally of more than 30% after a guidance raise. With guest Father of Trades he breaks down BlackBerry's ($BB) earnings beat, its QNX partnership with Uber, IOVA's TIL therapy and dilution risk, a Micron ($MU) earnings preview and Nike ($NKE). In the second half, Problem Sniper joins Avi for technical setups on $IOVA, $MU, $LLY, $SNDK, $STX, $ARM

Edwin Mata: Robinhood vs AMC Tokenized Stock, plus Erin Gambrel Sep 28, 2026 49:57 Brickken CEO and co-founder Edwin Mata, a former M&A lawyer, explains why Robinhood tokenizing $AMC without AMC's permission creates a synthetic product rather than real stock, and why he expects financial systems to run on blockchain by 2030. In the second segment, Erin Gambrel, known as The Blonde Broker and now VP of financial services at Corgi, talks about Corgi Invest's ETF line

Your Heater Could Be Mining Bitcoin Right Now Sep 28, 2026 36:12 Alex Busarov of Heatbit joins The Daily Stack to explain how Bitcoin miners can double as home heaters and air purifiers, putting mining heat to use instead of wasting it. The conversation covers Heatbit's origin story, the new single chip Bitair purifier, how setup works, and why heat reuse miners may be the most resilient and decentralized miners as halvings squeeze margins. They also discu

Alex Busarov on Heatbit: Bitcoin Mining Heaters and Air Purifiers Sep 25, 2026 44:38 Heatbit founder Alex Busarov joins The Daily Stack to explain home Bitcoin mining with devices that reuse mining heat, including Heatbit's heaters and the new Bitair air purifier with a single chip miner. The conversation covers setup, how much heater mining can offset a power bill (30 to 100% by his estimate) versus about a dollar a month from Bitair, why heat reuse miners are the most resil

Bitcoin at $100K: Can MSTR Really Hit $1,000? Sep 25, 2026 54:39 Robin Seyr returns to The Daily Stack's Treasury Talks to follow up on his MSTR to $1,000 thesis. He estimates $MSTR could reach about $250 if Bitcoin hits $100K by year end, and $1,000 per share as a baseline to slightly bullish case if Bitcoin reaches $200K to $300K over the next two to three years. The conversation also covers Stretch ($STRC) buybacks and its return to par, Strategy versus

Cristina Llamas Rey: mujeres, Bitcoin y la brecha de género Sep 23, 2026 01:00:41 La doctora Cristina Llamas Rey, cofundadora de Women of Bitcoin y CEO de Bitcoin Policy UK, conversa en The Daily Stack en español sobre por qué tan pocas mujeres participan en Bitcoin y qué errores comete el ecosistema al intentar incluirlas. Cuenta su paso del derecho espacial a Google y al comercio online, cómo nacieron las comunidades de Women of Bitcoin tras Madeira 2024 y por qué el primer p

Meta Muse Rally: BlackBerry QNX, Bitcoin Reserve, Micron and ARM Sep 22, 2026 01:19:40 Avi Mash hosts JFDI and Father of Trades to discuss Meta's Muse launch and the $META chart, which JFDI targets near $1,000. They also cover BlackBerry ($BB) and its new QNX related contract ahead of earnings, Bitcoin after the reserve news, Viking Therapeutics ($VKTX) obesity data, and Iovance options flow. Problem Sniper then joins to share chart levels on Bitcoin, $MU, $META, $ARM, Cerebras

Joe Consorti: Bitcoin Breaks $85K and Why the Bear Market Is Over Sep 22, 2026 53:59 Macro analyst Joe Consorti joins host Jody Flournoy to explain why he thinks the Bitcoin bear market is over after $BTC jumped from about 81,500 to 85K-86K, despite the Fed's first rate hike in about three years. They cover why "rates lead the Fed," the midterms as the remaining event risk, the failed Clarity Act, Strategy buying 950 BTC and repurchasing $174 million of $STRC, Joe&#

Stephan Livera on Coldcard, Multisig and Bitcoin Self-Custody Sep 17, 2026 42:23 Stephan Livera, host of the Stephan Livera Podcast and an advisor to Orange BTC, joins The Daily Stack to discuss what the Coldcard incident means for "not your keys, not your coins," why multisig and multi-vendor multisig matter, and the gap between roughly $5 to $7 billion of insurance coverage and $1.6 trillion in bitcoin assets. He also covers whether $58K was the cycle bottom, Orang

Problem Sniper on Meta, AMD, Zscaler and Options Before FOMC Sep 15, 2026 38:19 Avi Mash hosts options trader Problem Sniper the day before FOMC to discuss a weak 20-year Treasury auction, Bitcoin and the dollar, and why he took the no rate hike side on a prediction market. They cover Meta's new Muse AI tool and personal trading bots, then chart $META, $ZS, $AMZN, $AMD, $SMH, $CVX and $MRNA, plus audience requests on $SNDK, $MU, $RKLB, $HOOD and $ALAB.This podcast is pow

FOMC Preview: Fed Hold Call, Gold Trade and BlackBerry $BB Earnings Sep 15, 2026 39:39 Avi Mash and his co-host preview the September FOMC decision. The co-host takes a contrarian view that the Fed will hold rates despite markets pricing in a hike, and explains a short-term gold and Nasdaq calls trade. They also preview BlackBerry ($BB) earnings, covering QNX, Alloy Core, the bear case against Linux and Android Automotive, and the roughly $950 million royalty backlog, then discuss A

A London Desk Is Quietly Moving Bitcoin Sep 15, 2026 46:09 Varda Pandey, the macro writer behind Pandemonium (pandemonium.sg), returns to The Daily Stack to explain research showing Bitcoin's extreme-day tails were almost five times the S&P 500's before the ETFs and are now roughly four times smaller. They cover a near-certain FOMC hike priced at over 90 percent, AI capex and the $DRAM memory ETF, oil, pro-cyclical ETF flows versus passive i

Varda Pandey: Bitcoin's Tails Now Tamer Than the S&P 500 Sep 14, 2026 45:47 Avi Mash welcomes back Varda Pandey, the Singapore-based macro writer behind Pandemonium (pandemonium.sg), to discuss research finding that Bitcoin's extreme-day tails are now less pronounced than the S&P 500's after the ETF launch. They also cover a Fed hike priced at over 90% probability, AI capex and memory stocks, oil, ETF flow behavior, whale concentration, and the pending MSCI

Utkarsh Ahuja: Bitcoin 4-Year Cycle, Whales and a $250K Target Sep 14, 2026 38:32 Utkarsh Ahuja, founder and managing partner of Moon Pursuit Capital, joins Jody Flournoy on The Daily Stack to discuss where $BTC sits in the four-year cycle after its 126K high and roughly 59K low, the role of whales and global money supply, MetaPlanet and Bitcoin treasury companies, and the odds of the Clarity Act passing. He explains how his firm pulled out about 95% of its holdings in the firs

Metaplanet Pay Controversy, Strive $ASST and Andrew Tilmann Sep 11, 2026 37:21 Jody Flournoy and Halston Valencia break down the Metaplanet executive compensation controversy, where the Series 10 executive stock option pool grew from 46 million to about 319 million shares as the company issued stock. They also cover why Strive ($ASST) is holding steady around $27 with trading volume up 9.7x. Guest Andrew Tilmann of the Midwest Bitcoin Summit joins to discuss trust after the

Evelyn Lemus: Bitcoin Berlín, La Laguna y economías circulares Sep 9, 2026 01:07:08 Pamela Posada conversa con Evelyn Lemus, cofundadora de Bitcoin Berlín, a cinco años de la ley Bitcoin en El Salvador. Hablan de cómo llegó a Bitcoin, cómo educan a comerciantes en Berlín (alrededor de 160 negocios aceptan Bitcoin) y la expansión a Bitcoin La Laguna en Chalatenango. También presentan su guía Bitcoin para Negocios, las clases gratuitas para la comunidad y cómo apoyar los proyectos.

Nebius and Palantir, Oracle, Diageo Short, Qualcomm Amazon Deal Sep 8, 2026 01:24:07 The Daily Stack's post Labor Day show covers the Palantir and Nebius partnership ($PLTR, $NBIS), an Oracle ($ORCL) breakout setup, the Diageo ($DEO) short, a naked shorting explainer, Reddit ($RDDT) catalysts tied to Anthropic, and Qualcomm's ($QCOM) Amazon AI chip deal with co-host Father of Trades. In the 2:30 segment, Problem Sniper joins to chart $SPY, discuss Fed rate odds on predic

Michael Sullivan on Bitcoin Sentiment: Why Retail Hasn't Returned Sep 7, 2026 56:59 Host Jody Flournoy talks with Michael Sullivan (Sully) about Bitcoin sentiment data. Sully finds positivity rising among long-term Bitcoiners while newer holders remain apathetic and angry, and argues retail is not back yet. Earlier, Nathan Dennis and Elizabeth (Bitcoiner Liz) of Bitcoiner Talent cover the Bitcoin jobs market, hiring at Strive, and how AI is changing what companies look for, and t

MSTR Breaks $140, Strive ASST Outlook and the Bitcoin Maxi Debate Sep 4, 2026 40:28 On Treasury Talks, Halston Valencia and her co-host discuss $MSTR breaking $140 live on the show, the co-host's short-term $MSTR call trade, and Halston's view that Bitcoin treasury companies now need an operating business or financial products beyond simply holding BTC. They cover $ASST LEAPS and taxes, IBIT versus self-custody after the Coldcard incident, the toxic maxi debate, BTC Opt

Jordi de Barcelona Bitcoin Hub: IA, internet muerto y meetups Sep 2, 2026 53:58 Pamela Posada conversa con Jordi, administrador de la comunidad Barcelona Bitcoin Only y cofundador de Barcelona Bitcoin Hub, sobre cómo la inteligencia artificial está llenando internet de bots, cómo los algoritmos usan la polarización para engancharnos y por qué las comunidades Bitcoin en persona siguen siendo insustituibles. También explican cómo nació Barcelona Bitcoin Hub para abogados, aseso

Take-Two GTA 6 Deep Dive, Diageo Short and Zscaler Earnings Setup Sep 1, 2026 01:08:44 Avi Mash is joined by Father of Trades to cover oil and gold after the Iran headlines, rate hike pricing after Kevin Warsh's Jackson Hole speech, a short thesis on Diageo ($DEO), and a deep dive on Take-Two ($TTWO) ahead of the GTA 6 launch on November 19. Problem Sniper then joins to chart Bitcoin, $MSTR, $META, $TSLA, Zscaler ($ZS) into earnings, and $SPY gaps, and Father of Trades also pre

Stormrake's Bitcoin Bull Case, Warsh vs Bessent, Dell and Zscaler Aug 31, 2026 49:07 The host and JFDI react to a hawkish Jackson Hole, Bitcoin holding near 78,000, Nvidia's earnings, and the week's earnings slate including $DELL, $CRDO, $AVGO and $ZS, plus chart reads on $COIN and $MSTR. A guest from Stormrake, a Bitcoin brokerage, then joins to argue Bitcoin is in a new bull market driven by the debasement trade. He covers Kevin Warsh versus Scott Bessent, OTC demand a

Bitcoin Power Law: Is $138K Inevitable? Aug 31, 2026 56:36 Jody Flournoy hosts Normies in Shambles (Shams) and power law analyst Sminston With to discuss the Bitcoin power law, why it has held up in out of sample testing while stock to flow broke down, and what macro indicators like PMI and the copper/gold ratio say about the current cycle. They also cover Bitcoin Twitter drama around Knots, BIP 110 and Coldcard, the power law fit near $138,000 versus a p

Brandon Keys and Ben Bear on Bitcoin at 80K, $ASST and Housing Aug 27, 2026 52:26 Brandon Keys of Green Candle joins co-host Halston Valencia to discuss Bitcoin's move back to 80K, what drove it, Strive ($ASST) and Bitcoin treasury companies like Strategy ($MSTR), and his work helping Bitcoin podcasts and companies grow on YouTube. Ben Bear, founder and CEO of TurboHome and BuildCasa, then explains how his companies tackle housing supply and high buyer fees in California,

Fernando de The Bitcoin Libertarian: Bitcoin no es una burbuja Aug 26, 2026 59:39 Pamela conversa con Fernando, creador de The Bitcoin Libertarian, un economista argentino que vive en Asia desde 2016. Fernando cuenta cómo llegó a Bitcoin por la inflación y los controles de cambio en Argentina, y explica por qué considera a Bitcoin superior al oro y al sistema fiat. También hablan de la preferencia temporal, del DCA como estrategia para empezar y del papel de las treasury compan

$NVDA Earnings Preview with Father of Trades: QXO, BlackBerry, IREN Aug 25, 2026 01:05:12 The Daily Stack previews Nvidia ($NVDA) earnings with Father of Trades, who covers Nvidia's chart and volume profile, his slightly bullish options spread, and sympathy plays like $MRVL, $IREN, $IWM and $SOXL. The episode also covers Bitcoin tagging 80K for the first time in about three months, Canada tariffs, and robotics names $BB, $INDI and $SOUN. In the Mini Monsters segment, Father of Tra

JFDI on Bitcoin Breakout, MSTR, Nvidia Earnings and Biotech Aug 24, 2026 01:07:03 Avi Mash hosts guest JFDI on a red Monday for chips, with $MU down 5% ahead of $NVDA earnings while Bitcoin trades near $79,652 after a 23% weekly rally. They break down Bitcoin's weekly breakout, $MSTR and Strategy's preferreds like $STRC, $ASST, and altcoins. They also cover the Nvidia earnings week, biotech and genomics names including $HIMS, $IOVA, $OSCR and $HNGE, JFDI's $PLTR

Robin Seyr: Why Strategy ($MSTR) Could Reach $1,000 a Share Aug 24, 2026 50:21 Robin Seyr joins Avi Mash and Jody Flournoy on The Daily Stack to explain why he believes Strategy ($MSTR) could reach $1,000 per share, split adjusted, within the next two to three years if the four-year cycle holds, driven by its Stretch digital credit program and amplified Bitcoin exposure. The conversation also covers the Coldcard self-custody fiasco and single points of failure, Treasury buyb

Sam Callahan on SATA Hitting Par and OrangeBTC's DIGY11 ETF Aug 21, 2026 52:55 Sam Callahan, Director of Bitcoin Strategy at OrangeBTC, joins hosts Jody Flournoy and Halston Valencia on The Daily Stack to discuss $SATA returning to par, $STRC recovering toward 96, and Bitcoin moving back above 70K. He explains DIGY11, OrangeBTC's first financial product in Brazil: an ETF holding variable rate perpetual preferreds from public Bitcoin companies, with an FX hedge for BRL d

Nelson Inno: diplomado de Bitcoin en El Salvador, filosofía e IA Aug 19, 2026 01:16:44 Pamela Posada conversa con el salvadoreño Nelson Inno, radicado en Alemania, cuyo equipo diseñó el diplomado de Bitcoin para las escuelas públicas de El Salvador, que hoy se prueba en un número pequeño de escuelas piloto. Hablan de por qué lo más difícil de aprender Bitcoin es la filosofía y el ego, de la retroalimentación de maestros y alumnos, de su libro Innovación Inestable (Unstable Innovatio

Ophelia Snyder: Bitcoin Is Still Early, Tokenization Isn't Ready Aug 19, 2026 49:02 Ophelia Snyder, co-founder of 21Shares, joins The Daily Stack to discuss how she and her co-founder built the first crypto exchange traded products, grew to more than $11 billion across 55 listed products in roughly eight years, and sold to FalconX. She argues Bitcoin is still painfully early and could become a reserve asset in a fragmenting world. She also explains why tokenization infrastructure

Father of Trades: Options Education, Greeks, IV Crush and Citadel Aug 18, 2026 54:30 Avi Mash, who is sick with a fever, hosts trader Father of Trades for a last-minute options education session on a slow, down day in the markets. They cover options myths, weeklies versus LEAPS, trading around earnings and IV crush, delta and theta, and liquidity on small caps, with examples including $QQQ, $RKLB and $DELL. They also discuss how Trump's comments on South Korea, Oman and Iran

Scott Ellam on XCE's Bitcoin Treasury Model and UK Adoption Aug 18, 2026 44:42 Scott Ellam, CEO of UK-listed XCE (Connecting Excellence Group), joins hosts Joe and Jody to explain how his executive recruitment business pairs a roll-up acquisition strategy with an integrated Bitcoin treasury. The conversation covers the MSCI proposal that could remove Strategy ($MSTR) and Metaplanet from global indexes, Lyn Alden's Orange Juice, UK politics and capital gains tax, the 1.5

Maurizio Pedrazzoli Grazioli on the Coldcard Hack and Self Custody Aug 17, 2026 01:03:47 Maurizio Pedrazzoli Grazioli, Mr. M of the Mr. M Podcast, joins The Daily Stack to discuss the Coldcard incident, which he says compromised almost 8,000 people, and what it means for self custody, trust and community sentiment. They cover British HODL's critique of Bitcoin purity tests, ETFs like $IBIT and Strategy ($MSTR), conspiracy theories around the bug, and the silence from NVK. Maurizi

Steve Gregory, Binance US CEO: Bitcoin Bottoming and the 4-Year Cycle Aug 17, 2026 23:13 Binance US CEO Steve Gregory joins The Daily Stack to explain how Binance US, a separate entity from Binance.com, is rebuilding in the U.S. after the regulatory issues tied to CZ. He also discusses its newly filed CFTC designated contract market application for crypto derivatives and future prediction markets, the state-by-state money transmitter patchwork, and stablecoins. Also covered: the Coldc

Mauricio Di Bartolomeo and Lev on Coldcard and Bitcoin Custody Aug 14, 2026 58:00 Lev of the Jersey City Bitcoin Meetup and Mauricio Di Bartolomeo of Ledn join The Daily Stack, with co-host Halston, to discuss the Coldcard incident, broken trust, and why spreading bitcoin across multisig, single sig, and custodial options avoids a single point of failure. Mauricio explains why liquidations exist in collateralized lending, how Ledn holds client bitcoin in BitGo cold storage, and

Maurizio Pedrazzoli Grazioli: Coldcard Hack and Bitcoin Toxicity Aug 13, 2026 01:02:33 Maurizio Pedrazzoli Grazioli of the Mr. M Podcast joins The Daily Stack to discuss the Coldcard incident, which he says compromised almost 8,000 people, many of them hardcore Bitcoiners. He and the host cover self-custody, British HODL's case for ETFs like $IBIT and Strategy ($MSTR), Coldcard conspiracy theories, toxicity and purity tests among Bitcoiners, and why better custody UX may matter

Gustavo Flores Echaiz: Aureo y la adopción de Bitcoin en México Aug 12, 2026 01:01:36 Pamela conversa con Gustavo Flores Echaiz, cofundador de Aureo, una plataforma enfocada en Bitcoin en México. Hablan de la adopción real de Bitcoin en México y Latinoamérica, de la desconfianza por las estafas, de la traba contable de la factura fiscal para comercios, del papel de Banxico y Bitso, de la educación en La Casa de Satoshi y de las oportunidades en pagos transfronterizos y préstamos co

Father of Trades on $FRMI, $ONDS, $SOUN, $QXO Mini Monster Stocks Aug 11, 2026 01:13:19 Avi Mash brings back the Mini Monsters segment with Father of Trades, covering Fermi's first TensorWave data center lease ($FRMI), Ondas and the drone defense space ($ONDS), SoundHound's earnings and voice AI thesis ($SOUN), and Brad Jacobs' QXO ($QXO). Options trader Problem Sniper then joins to walk through charts on $MU, $DELL, $TGT, $MDB, $DDOG, $CRWV, $NBIS and $CSCO ahead of C

Michael Burry AI Top Call, Nebius Earnings, CrowdStrike and CPI Aug 10, 2026 55:42 Avi Mash is joined by Joey and JFDI to react to Michael Burry saying AI chips are near a major top, preview $NBIS (Nebius) earnings with 27% of shares sold short, and look ahead to CPI. They cover the cybersecurity rally in $CRWD, $ZS and $RBRK, Meta and WhatsApp after the Telegram app store removal, SpaceX lockup expirations, and the collapse of $TTD. The episode also covers IO Biotech, Eli Lilly

Robin Thatcher and Eric Yakes: Coldcard Fallout and UK Bitcoin Tax Aug 10, 2026 53:47 Avi Mash and Jody Flournoy host UK Bitcoin accountant Robin Thatcher and Eric Yakes, author of The 7th Property and founder of Bitcoin only VC Epoch Ventures. Robin explains UK tax rules for self custody, why ISAs and pensions push people toward Bitcoin treasury company proxies like Strategy ($MSTR), Smarter Web and B HODL, and why he likes Saylor's $STRC. Eric discusses the Coldcard incident

STRC Rebounds 30%, Clarity Act Vote, and Saylor on Selling Bitcoin Aug 7, 2026 32:58 Avi Mash, Halston Valencia and Jody Flournoy cover Strategy's $STRC preferred, which is up more than 30% from its $71 June low on buybacks. They also discuss what that means for $MSTR common holders and react to Michael Saylor's Diary of a CEO clip on selling bitcoin to fund dividends. The second half covers the Clarity Act ahead of a possible Senate vote, including Elizabeth Warren&#x27

Varda Pandey on MSTR Capital Structure, STRC and Bitcoin Credit Risk Aug 6, 2026 01:06:28 Varda Pandey, a former economist and sales trader based in Singapore and the founder of the education platform Pandemonium, analyzes Strategy ($MSTR) the way a fixed income or derivatives professional would. She covers its convertibles, its preferreds ($STRC, $STRD, $STRK), mNAV dilution, and the Bitcoin price she thinks is needed for confidence to return. The conversation also covers dollar debas

Lorena Almada: lo que nadie te cuenta sobre Bitcoin en Latinoamérica Aug 5, 2026 01:06:08 Pamela Posada conversa con Lorena Almada, profesora de Bitcoin desde 2018 que vive en Paraguay, en el primer episodio en español de The Daily Stack. Hablan de por qué el dinero sigue siendo un tabú en Latinoamérica, de la inflación, la devaluación y la cultura del crédito, y de qué es y qué no es Bitcoin. También cubren el DCA, las remesas, los errores comunes de principiantes como las estafas, la

Steve Neamtz on Yorkville America ETFs, Plus an $AMZN Deep Dive Aug 4, 2026 01:05:29 Avi and Father of Trades break down Amazon ($AMZN) beyond AWS and ecommerce, covering its Trainium chips, the Amazon Leo satellite network, Zoox robotaxis, its roughly $80 billion a year ad business, and Rufus. They also recap Father of Trades' Microsoft ($MSFT) earnings calls and Nebius ($NBIS) share issuance plans. Steve Neamtz, president of Yorkville America, the firm behind the Truth Soci

Amazon $3 Trillion, $400B Pharma Merger Talks, PLTR Earnings Aug 3, 2026 38:39 On this Monday, August 3 episode of The Daily Stack, the host and Jody react to Trump calling off strikes in Iran, oil falling 5%, Amazon ($AMZN) reaching a $3 trillion valuation, and reported $400 billion merger talks between AstraZeneca ($AZN) and Bristol Myers Squibb ($BMY). They preview earnings week, including Palantir ($PLTR), Eli Lilly ($LLY) and DraftKings ($DKNG), discuss Flock surveillan

Justin Doochin: Coldcard Exploit, Self-Custody and Bitcoin 2027 Aug 3, 2026 25:19 Justin Doochin, Head of Events at BTC Inc. (Bitcoin Inc.), joins Jody Flournoy to discuss the Coldcard hardware wallet exploit, which Coldcard models and firmware versions are most at risk, and what it means for the self-custody message. The episode also touches on the exploit landing on $MSTR earnings day and what that could mean for the ETFs, then turns to Bitcoin Asia in Hong Kong, Bitcoin 2027

Jordan of GenZBTC on MSTR Earnings, Stretch Buyback and mNAV Jul 31, 2026 55:53 Jody, Halston Valencia and Avi Mash preview Strategy's ($MSTR) earnings. They cover the first Stretch ($STRC) buyback of over 288,000 shares for about $25 million, with $975 million left in the program, plus rumors about Leopold Aschenbrenner's leveraged AI fund and expectations for $COIN. Jordan of GenZBTC joins to discuss Matthew Kratter's critique of Saylor, Strategy's chang

AI Sell Off, Fermi $FRMI Tenant Deadline and Defending $MSFT Jul 28, 2026 02:32:12 Avi talks with trader Caleb about the AI sell-off. They ask whether big tech capex, Iran or a possible rate hike is behind it, then cover a Fermi ($FRMI) COO stock award tied to signing a first tenant by July 31 and Caleb's case for Microsoft ($MSFT) ahead of earnings. In the afternoon session, Problem Sniper joins Avi to discuss Eli Lilly ($LLY), GE, Tesla ($TSLA), Amazon ($AMZN), Reddit ($R

Varda Pandey on Strategy MSTR Risks, Plus Big Tech Earnings Week Jul 27, 2026 01:59:01 The Daily Stack previews a big earnings week for $AMZN, $META, $MSFT and $AAPL, with Nick (JFDI) and Jody discussing capex expectations, the $RDDT and Google contract leak, memory stocks like $MU and $SNDK, $CELH, and the FOMC and GDP calendar. Varda Pandey, founder of Pandemonium, then breaks down Strategy ($MSTR): its capital structure, mNAV, convertibles and preferreds like $STRC, dollar debase

Constantin Kogan on the Bitcoin Power Law and a $582K 2035 Floor Jul 27, 2026 55:57 Investor Constantin Kogan joins Avi and a co-host on The Daily Stack to walk through a Bitcoin power law model projecting bear market floors of roughly $61,000 in 2026, $188,000 by 2030 and $582,000 by 2035. He also covers his fund's delta neutral and algorithmic trading approach, tokenization, the Clarity Act, CBDCs, and how Circle's $USDC and Tether's $USDT work and where their ri

Andrew Tilmann: Bitcoin Treasury Companies, Midwest Bitcoin Summit Jul 24, 2026 42:28 Andrew Tilmann, CEO of the Midwest Bitcoin Summit, joins hosts Jody and Avi Mash to discuss whether Bitcoin treasury companies will eventually have to sell BTC. He argues the treasury model is an arbitrage on the fiat system that cannot work long term, and the conversation compares perpetual preferreds at Strive ($ASST) and Strategy. They also cover a new Bitcoin security consortium focused on qua

Grain of Salt on AI, MSTR Digital Credit and Jack Dorsey's Buzz Jul 22, 2026 01:57:38 Host Jody Flournoy and Jordan break down Buzz, Jack Dorsey's new AI native Slack alternative that uses Nostr keys, covering its built in agents, agent harnesses and self-hosting limits. Guest Grain of Salt then explains how he uses AI with structured data to analyze Strategy ($MSTR), digital credit such as $STRC, amplification, net leverage and cash reserves. He also discusses Strive, Satsuma

Problem Sniper on Micron, Marvell, Meta, IWM and a Bitcoin Bottom Jul 21, 2026 30:12 Trader Problem Sniper joins The Daily Stack to chart $SPY, $QQQ, $IWM, $MU, $MRVL, $NBIS and $META ahead of a heavy big tech earnings stretch. He walks through a Marvell target of 218, a possible Micron squeeze above 1050 tied to Michael Burry's short, and why he thinks Bitcoin has bottomed, with a year end range of 90K to 100K. The host also covers Circle and crowded trades driven by social

Is Bitcoin Back? $MRVL Dip Buy, $GOOGL $TSLA $INTC Earnings Preview Jul 20, 2026 52:56 On this Monday markets episode of The Daily Stack, the host, Joey and chart analyst JFDI break down the semiconductor and neocloud selloff, Joey's $MRVL trade, and JFDI's technical read that Bitcoin may be putting in a bottom on lighter selling volume. They preview a megacap earnings week with $GOOGL, $TSLA and $INTC. They also cover $MSTR, Metaplanet, Google's 14% Anthropic stake,

David Marulli: From $1B in Commercial Real Estate to Bitcoin Jul 20, 2026 51:48 David Marulli, author of Bitcoin Consolidated Volume 1 and a 31-year commercial real estate veteran with over $1 billion in transactions, joins The Daily Stack with host Jody and a co-host to explain how understanding Bitcoin changed his view of money, inflation and wealth. They compare Bitcoin and digital credit instruments like Stretch ($STRC) and $SATA to cash-flowing real estate, discuss Stret

Nate Sharp on Digital Credit, Saylor and Bitcoin Adoption Jul 17, 2026 47:36 Guest Nate Sharp of Sharp on Sats, a Bitcoiner since 2013 with a background in software sales, joins Halston Valencia and a co-host on The Daily Stack to discuss why he thinks many Bitcoiners misunderstand digital credit products like Stretch and SATA, how he came around on Michael Saylor and $MSTR, and Saylor's stance on BIP 110. The episode also covers $TSM earnings and AI bubble talk, AI a

NY Data Center Moratorium, Bitcoin Miners and an AI-Built CRM Jul 15, 2026 01:16:35 A solo Daily Stack episode covering New York Governor Kathy Hochul's executive order pausing new hyperscale AI data centers. The host explains why that order could favor legacy Bitcoin miners that have shifted to AI compute, such as Hut 8, TeraWulf and Cipher. He then walks through building a custom CRM for 21rates.com with Fable on top of a GBrain style company brain stored in GitHub, and cl

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