Explorez tous les épisodes du podcast The Wolf Of All Streets

From The Daily Wolf with Scott Melker, live weekdays at 12pm ET on Yahoo Finance. The Nasdaq fell 5.5% on Thursday, its worst day in about nineteen months, and Bitcoin gave back everything it gained after the midterms. Scott Melker walks through the liquidations, the ETF outflows, and why he thinks Bitcoin is still outperforming. Samsung Wallet switched on a USDC account on Solana for roughly 82 million US Galaxy devices. Trump Media moved 4,259 Bitcoin to Crypto.com, which is not the same as selling it. The White House began reviewing an SEC draft on crypto broker-dealers. And one wallet permission let the Binance attackers take $2.5 billion in a single transaction. Timestamps0:00 Bitcoin erases its post-election bounce as markets sell off1:25 More than $1 billion in liquidations and 211,000 traders2:24 Why fears about AI regulation triggered the worst day since April4:24 The Nasdaq, the S&P and the semiconductor index by the numbers5:43 October payrolls come in hot and December hike odds rise6:26 Why Scott thinks Bitcoin is still outperforming7:13 Trump Media moves 4,259 Bitcoin to Crypto.com8:22 The White House reviews an SEC crypto broker-dealer draft9:41 Samsung Wallet adds a USDC account on Solana11:54 Zcash activates NU7 and cuts block times to 25 seconds13:03 How one wallet permission moved $2.5 billion out of Binance #Bitcoin #Crypto #Nasdaq #Samsung #Binance #DailyWolf #YahooFinance Watch every episode on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Scott Melker breaks down Bitcoin wiping out Wednesday's short-squeeze bounce as longs get liquidated with Nasdaq's biggest drop since 2020, then runs the Weekly Reckoning on midterms, crypto regulation, and exchange hacks. Scott covers Bitcoin retesting the weekly 50-day moving average as support while tech sells off, the VIX spike and leveraged ETF unwind behind the move, CFTC stock-perp pushback in court, Fed and OCC bank checks after the Binance hack, Asia's circuit-breaker selloff, and Canary's staked Injective ETF debut. The Weekly Reckoning recaps the Democratic midterm sweep, the SEC's crypto FAQ on governance, Mercado Bitcoin's breach, and Moscow Exchange listing Bitcoin. In this episode:00:00 Bitcoin longs squeezed after the short squeeze02:12 Weekly chart retests the 50 MA as support06:24 Leverage ETFs and a historic VIX spike11:28 CFTC stock perps challenge and judge update13:35 Asia selloff and Canary's Injective ETF17:32 Weekly Reckoning: Fed, midterms, SEC FAQ Watch this episode on YouTube: https://www.youtube.com/watch?v=y0SjcqQPdpA If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.comThe Daily Wolf on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ Learn more about your ad choices. Visit megaphone.fm/adchoices

From The Daily Wolf with Scott Melker, live weekdays at 12pm ET on Yahoo Finance. House Democrats are already working on a replacement for the Clarity Act, one day after taking both chambers. Reporting from Eleanor Terrett says the draft would give the SEC a larger role, narrow the CFTC, and add ethics restrictions. Maxine Waters is in line to take the gavel from French Hill in January. A judge let single stock perpetual futures keep trading but said the CFTC likely overstepped. Riot leased a Texas campus to Anthropic for about $28 billion, funded partly by selling 20,264 Bitcoin. And Mercado Bitcoin will reopen in stages on Monday. Timestamps0:00 House Democrats float a replacement for the Clarity Act2:28 A larger SEC role, a narrower CFTC, and new ethics restrictions3:39 Why 60 Senate votes and a presidential veto still stand in the way5:26 Strategy's STRC trades back at $100 for the first time since May7:51 Canton Strategic trades tokenized shares under the innovation exemption9:09 A judge lets stock perps keep trading and questions the CFTC's authority10:45 Coinbase brings Deribit options and perpetuals to institutional clients11:42 Riot leases a Texas campus to Anthropic and sells 20,264 Bitcoin13:10 Mercado Bitcoin reopens in stages, and BitMart confirms its own hack #ClarityAct #SEC #Crypto #Bitcoin #MaxineWaters #DailyWolf #YahooFinance Watch every episode on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Backpack founder and CEO Armani Ferrante joins Scott as Bitcoin squeezes back toward $80,000 after the Democratic sweep and Solana's tokenized stock trading hits a record $657 million, with Backpack leading the surge. They get into what the "tokenization super cycle" really means, how trading stocks on-chain differs from the DTCC using tokens for faster settlement, why perps are crypto's most important product after stablecoins and need to come onshore, and how 24/7 markets, international stocks and AI could bring back the retail investor. Scott also covers House Democrats writing their own version of the CLARITY Act, Kalshi odds on Bitcoin's price this year, Strategy's STRC back at $100 par, and Riot selling the bitcoin it mines to fund an AI data center. In this episode:00:00 Democrats' new CLARITY Act after the sweep02:07 Solana tokenized stock trading hits a $657M record10:12 DTCC tokenization vs. stocks trading on-chain13:15 What a Democratic Congress means for crypto rules16:58 Why perps and equity perps need to come onshore24:03 24/7 markets and access to international stocks26:49 AI and the return of the retail investor31:21 Bitcoin near $80K after a $215M short squeeze33:41 Strategy's STRC is back at $100 par35:19 Riot sells its bitcoin to fund an AI data center Armani Ferrante on X: https://x.com/armaniferranteBackpack: https://backpack.exchange Watch this episode on YouTube: https://www.youtube.com/watch?v=-meUTTtD1Rw If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.comThe Daily Wolf on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ Learn more about your ad choices. Visit megaphone.fm/adchoices

From The Daily Wolf with Scott Melker, live weekdays at 12pm ET on Yahoo Finance. Democrats took both chambers, and Elizabeth Warren is now in line to chair Senate Banking with Maxine Waters at House Financial Services. Scott Melker walks through what the crypto industry got for roughly $176 million, including Sherrod Brown returning to Ohio's Senate seat after about $63 million was spent against him. The SEC staff called Canton Coin a digital commodity in a no-action letter. The CFTC cleared perpetual futures on single stocks, and Cboe and Citadel Securities backed a lawsuit against it the same day. Block agreed in principle to a $764 million money laundering settlement. Timestamps0:00 Democrats take both chambers and Warren is in line for Senate Banking2:07 Crypto spent about $63 million in Ohio and Sherrod Brown won anyway3:28 Elon Musk's candidates lose in Texas, including the Bitcoin reserve4:16 Why the Clarity Act is finished and what replaces it6:28 Bitcoin keeps mining blocks regardless of who holds Congress7:45 The SEC calls Canton Coin a digital commodity in a no-action letter9:05 The CFTC clears single stock perpetual futures, and Cboe and Citadel sue10:54 Block agrees in principle to a $764 million money laundering settlement11:49 A French bank is hacked and the proceeds move through crypto13:35 How Binance's attackers got in, from its own incident report #ElizabethWarren #Crypto #Bitcoin #SEC #Midterms #DailyWolf #YahooFinance Watch every episode on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Ledn co-founder and Chief Strategy Officer Mauricio Di Bartolomeo joins Scott as Bitcoin crashes and immediately recovers after Democrats win control of the House and Senate, with crypto PACs losing almost every competitive race despite record spending. They unpack what the blue wave means for crypto regulation and the CLARITY Act, why the Binance hack shows big exchanges trading security for speed, and why custody and proof of reserves matter. They also cover how Ledn's Bitcoin-backed loan clients are buying the dip, Bitcoin bouncing off its weekly 50 MA, the CFTC clearing perpetual futures on US stocks, the SEC's Canton Coin no-action letter, Ledn's rebrand and gold-backed loans, and US debt growing about $10 billion a day. In this episode:00:00 Bitcoin crashes and recovers after the blue wave03:41 Crypto PACs went two for 11 in key races10:59 What a Democratic Congress means for crypto12:58 Is the CLARITY Act dead now?16:45 Binance hack and why exchanges trade security for speed28:47 Ledn clients are buying the dip30:46 Bitcoin bounces off the weekly 50 MA34:49 CFTC stock perps and the SEC's Canton Coin letter37:26 Ledn's rebrand, new US products and gold-backed loans41:01 US debt growing $10 billion a day Mauricio Di Bartolomeo on X: https://x.com/cryptonomistaLedn: https://www.ledn.io Watch this episode on YouTube: https://www.youtube.com/watch?v=T8VdyLZcBas If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.comThe Daily Wolf on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ Learn more about your ad choices. Visit megaphone.fm/adchoices

From The Daily Wolf with Scott Melker, live weekdays at 12pm ET on Yahoo Finance. The SEC added three FAQ entries on Monday that say token holders who vote in on-chain governance are generally not a controlling group, so long as they are unaffiliated. Scott Melker walks through what that means for which tokens get treated as commodities, and why staff guidance still is not a rule. Binance says net outflows have reached $5.28 billion and deposits are now outpacing withdrawals. North Korea denies taking the money. New Jersey rescinded its 2023 order against Coinbase staking, and Brazil's Mercado Bitcoin halted withdrawals after roughly $40 million was drained across ten chains. Timestamps0:00 Binance outflows reach $5.28 billion as deposits start outpacing withdrawals3:28 BlackRock posts $405 million of net outflows, its biggest day since June4:44 Tesla, Amazon, SpaceX and Netflix object to tokenized versions of their shares5:53 New Jersey rescinds its 2023 order against Coinbase staking7:16 The SEC adds three FAQ entries on governance and token status9:56 What gridlock would mean for crypto regulation10:42 Brazil's Mercado Bitcoin halts withdrawals after $40 million is drained13:08 A fake app in Solana's dApp store asked users for seed phrases #SEC #Crypto #Binance #Coinbase #Bitcoin #DailyWolf #YahooFinance Watch every episode on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitwise Head of Research Ryan Rasmussen joins Scott with Arch Public CEO Tillman Holloway and co-founder Andrew Parish on midterm election day, as Bitcoin breaks below its September trading range after the biggest crypto hack ever and prediction markets price a Democratic sweep of Congress. The panel debates what the midterms could mean for crypto regulation, why Bitcoin ETF flows have stalled into apathy, and what financial advisors are now asking Bitwise about, from tokenization to stablecoins. They also cover the Binance hack and North Korea's denial, where retail should hold Bitcoin and how in-kind transfers into ETFs work, the SEC clearing perpetual futures on individual stocks, why Bitcoin is holding near $77,000 through a brutal tech selloff, Bitwise's $1.6 million 2036 Bitcoin target, and trading volatility with algorithmic tools. In this episode:00:00 Bitcoin breaks its September range on midterm day01:07 What the midterms could mean for crypto04:38 Crypto apathy and stalled Bitcoin ETF flows06:59 What financial advisors are asking Bitwise15:35 Hack update: Binance, North Korea and self-insurance20:05 Where to hold Bitcoin and ETF in-kind transfers26:40 SEC clears perpetual futures on individual stocks32:16 Why Bitcoin is holding up through the tech selloff39:29 Bitwise's $1.6 million Bitcoin 2036 target44:03 Turning market volatility into an edge Ryan Rasmussen on X: https://x.com/RasterlyRockTillman Holloway on X: https://x.com/TEXASOL61Andrew Parish on X: https://x.com/AP_Abacus Watch this episode on YouTube: https://www.youtube.com/watch?v=ge_KUWbT1vA If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.comThe Daily Wolf on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ Learn more about your ad choices. Visit megaphone.fm/adchoices

From The Daily Wolf with Scott Melker, live weekdays at 12pm ET on Yahoo Finance. The FBI has attributed the $6.3 billion theft from Binance to North Korea's TraderTraitor group, which moved the money across ten blockchains in about twenty minutes. Binance says it replaced roughly 95% of it from its own reserves, and investigators have frozen another $2.85 billion. Scott Melker explains why the outflows stayed under 4% of customer assets. Strategy bought 811 Bitcoin and now holds 849,327. Bitcoin ETFs lost $643 million on Friday, their worst day since June. And Chris Larsen, Chairman of Ripple, is personally funding the senator his own company's super PAC is spending millions to defeat. Timestamps0:00 Bitcoin flattens after the Binance theft, and the midterms are tomorrow1:28 Strategy buys 811 Bitcoin and holds 849,3273:36 The FBI attributes the $6.3 billion Binance theft to North Korea7:58 Chainalysis is breached while tracing the Binance theft9:21 Bitcoin ETFs lose $643 million, their worst day since June11:19 Fifty companies now object to tokenized versions of their shares12:41 The crypto industry has spent more than $200 million on the midterms13:27 Chris Larsen, Chairman of Ripple, funds the senator Fairshake is attacking #Binance #NorthKorea #Bitcoin #MichaelSaylor #Crypto #DailyWolf #YahooFinance Watch every episode on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Macro and precious-metals commentator Mario Innecco and Bloomberg Intelligence's Mike McGlone join Scott on Macro Monday as Fed rate hikes come back on the menu a day before the U.S. midterm elections, putting Bitcoin, gold and bonds to the test. Mike and Mario debate whether gold has put in a lasting top, whether 10-year Treasury yields near 5% make bonds the better trade, central banks buying gold at a record pace and the UK looking at tokenized gold as collateral, and whether it takes a market crisis to stop runaway deficits. They also cover midterm odds and what a Democratic sweep could mean for markets, Friday's tech earnings jitters and AI valuations, inflation lessons from the 1970s, the Chinese yuan's strongest level against the dollar since 2022, and gold versus the S&P 500 over the last century. In this episode:00:00 Rate hikes and midterms put Bitcoin to the test06:59 Has gold topped? Mike McGlone vs Mario Innecco14:08 Yields near 5%, M2 and the case for precious metals16:41 Central banks buying gold and tokenized gold collateral19:45 Stocks versus public debt and why it takes a crisis26:37 Midterm odds and what a Democratic sweep means29:23 Tech earnings jitters and the AI unknown35:36 Inflation lessons from the 1970s43:28 The Chinese yuan hits its strongest level since 202254:10 Gold versus the S&P 500 over 100 years Mario Innecco on X: https://x.com/maneco1964Mario Innecco on YouTube: https://www.youtube.com/@maneco64Mike McGlone on X: https://x.com/mikemcglone11 Watch this episode on YouTube: https://www.youtube.com/watch?v=1vMFiTNxMqw If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.comThe Daily Wolf on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Jesse Pollak, creator of Base at Coinbase, joins Scott to explain how crypto is bringing Wall Street onchain, from JPMorgan and Citi to tokenized stocks, AI agents and Bitcoin. Jesse walks through how he went from building Coinbase's consumer apps to creating Base, and why he thinks crypto has found product-market fit in trading, payments and lending. They get into Shopify payments, JPMorgan deposit tokens and Citi letting customers move USDC in and out of their bank accounts, why less than 1% of the world's dollars and stocks move on these rails today, tokenized stocks trading 24/7 and borrowing against them, why some companies are opting out, and what Base means for Ethereum and for Coinbase. Jesse also explains why he expects 2027 to be the year of agentic finance and how Base is making Bitcoin more useful. This episode is sponsored by 21Shares.This content is a paid endorsement by Wolf of All Streets, who has received compensation from 21Shares US LLC ("21Shares") to promote 21shares' services. The views expressed are those of the influencer and may not reflect the views of 21shares. This material is for informational purposes only and should not be construed as investment advice, an offer, or a solicitation to buy or sell any security. Investing involves risk, including possible loss of principal. Please review the 21shares risk disclosures at https://www.21shares.com/en-us/disclaimers before investing. In this episode:00:00 Intro: crypto beyond speculation04:23 Jesse's path to Base and what it does today10:41 Shipping code with AI and Coinbase for Agents15:32 From meme coins to Wall Street adoption21:41 Why people will use Base without knowing it26:46 Tokenized stocks, 24/7 trading and borrowing33:30 Why some companies opt out of tokenization38:48 Base, Ethereum and Coinbase43:36 AI agents running your finances in 202751:50 How Base makes Bitcoin more useful Jesse Pollak on X: https://x.com/jessepollakBase: https://www.base.org Watch this episode on YouTube: https://www.youtube.com/watch?v=M6n5NoM7Eb8 If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.comThe Daily Wolf on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ Learn more about your ad choices. Visit megaphone.fm/adchoices

From The Daily Wolf with Scott Melker, live weekdays at 12pm ET on Yahoo Finance. Binance says hackers stole $6.3 billion, the largest exchange hack on record and about four times last year's Bybit theft. A compromised engineer's laptop opened the door, Tether and Circle have frozen roughly $3 billion of the funds, and Binance says it will cover the rest itself. Scott also covers Nasdaq's fight against a rival tokenized-stock venue, presses Michael Saylor on Strategy's own tokenization plans, and breaks down why Big Tech's earnings selloff rattled markets more than the hack did. Plus Coinbase's earnings and two more wallet-security scares. FeaturingScott Melker, Host, The Daily Wolf, Yahoo Finance Timestamps0:00 Breaking down the $6.3 billion Binance hack2:52 Binance's reserves and how exposed it really is5:17 Who's really behind the hack7:01 Nasdaq's quiet war on tokenized stocks9:32 Scott presses Saylor on Strategy's own tokenization10:41 Why Wall Street's day was worse than Bitcoin's11:55 Coinbase's earnings mirage, and the hacks keep coming #Binance #Bitcoin #Crypto #DailyWolf #YahooFinance Watch every episode on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Held, Bitcoin marketer and former head of marketing at Kraken, joins Scott after Bitcoin dropped as low as $76,000 and Binance confirmed the largest crypto hack in history, roughly $6.3 billion. Scott and Dan break down how a single developer's laptop could lead to the Binance exploit, why it looks like social engineering rather than AI, how frozen funds and Binance's SAFU fund shrink the hole to about $2 billion, and the wider wave of attacks on Polymarket and hardware wallets. They cover self-custody and cold storage lessons, CZ's crisis communications, exchanges pushing back on tokenized stocks, Kraken and on-chain IPOs, and why institutions now agree Bitcoin was right. Dan shares what he's building with Perception, then Scott runs The Weekly Wreckoning: Strive's Bitcoin buying, Ripple's trust charter, the Fed holding rates, DTCC's tokenization service, Bitwise's $1.6 million target, ICE and Hyperliquid perps, and Coinbase earnings. In this episode:00:00 Bitcoin hits $76,000 as Binance confirms $6.3B hack04:05 Why the Binance hack points to social engineering07:02 Frozen funds, the SAFU fund and Binance's $2B hole10:12 Polymarket, Trezor and the wave of wallet attacks21:17 Self-custody lessons and cold storage backups26:16 CZ's crisis communications after the hack32:10 Tokenized stocks, exchange pushback and on-chain IPOs38:19 Institutions finally agree Bitcoin was right41:29 Dan Held on Perception and agentic marketing44:22 The Weekly Wreckoning: Strive, Ripple, Fed, DTCC and Hyperliquid Dan Held on X: https://x.com/danheld Watch this episode on YouTube: https://www.youtube.com/watch?v=DfJNgEbHcD4 If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.comThe Daily Wolf on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ Learn more about your ad choices. Visit megaphone.fm/adchoices

From The Daily Wolf with Scott Melker, live weekdays at 12pm ET on Yahoo Finance. The DTCC's tokenization service went live with 34 securities and 20 Wall Street firms, among them J.P. Morgan, Citi, Bank of America, Morgan Stanley and Fidelity. Scott Melker asks whether this is adoption or whether Wall Street took the technology and turned it into plumbing. The Fed held rates in a 10-2 vote, then GDP came in at 3.4% and PCE inflation at 3.6%. Utah filed 14 criminal charges against Kalshi and its co-founders while the CFTC sued Utah to stop it. Westpac is capping crypto payments at A$10,000 a month, and Singapore police found tampered Ledger devices behind S$3.5 million in losses. Timestamps0:00 The DTCC's blockchain service goes live with 20 Wall Street firms2:39 The Fed holds rates 10-2, and two officials wanted a hike6:13 Westpac caps crypto exchange payments at A$10,000 a month7:49 Utah files 14 criminal charges against Kalshi and its co-founders10:14 Google previews a multi-party custody system for institutions11:28 Bitcoin Core patches weaknesses that AI helped uncover12:21 Singapore police warn about tampered Ledger devices13:37 ICE and Trade.xyz plan a US perpetual futures market on Hyperliquid #DTCC #Blockchain #WallStreet #Kalshi #Bitcoin #DailyWolf #YahooFinance Watch every episode on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Matt Cole, Chairman and CEO of Strive, joins Scott to break down Bitwise's new forecast of $1.6 million per bitcoin by 2036, why corporate Bitcoin buying outside Strategy has dried up, and how Strive keeps adding bitcoin through digital credit after a $511 million buy took its treasury to about 43,000 BTC. Matt explains why Bitwise's base case is defensible, why superintelligence and dollar debasement favor scarce assets like Bitcoin, and how Strive's fixed-rate SATS differs from SATA for income investors. They cover Strategy shareholders approving daily dividends, which Bitcoin treasury companies are likely to survive, blending Bitcoin with real estate, and why AI-driven hacks and hardware wallet tampering are pushing some holders away from self-custody for now. Scott closes with AI-found Bitcoin node bugs, Google's crypto custody system, DTCC's tokenization service, Stan Druckenmiller's first tweet, Coinbase earnings and Kalshi Bitcoin odds. In this episode:00:00 Bitwise's $1.6 million Bitcoin forecast for 203604:03 Superintelligence, abundance and the Calacanis debate07:36 Bitwise's bear, base and bull cases10:07 Bitcoin treasury buying outside Strategy17:10 Strive's SATS fixed rate versus SATA24:16 Strategy shareholders approve daily dividends26:19 Which Bitcoin treasury companies survive34:21 Ledger tampering, AI threats and self-custody42:26 Bitcoin node bugs, Google custody and DTCC tokenization45:01 Druckenmiller, Coinbase earnings and Kalshi Bitcoin odds Matt Cole on X: https://x.com/ColeMacroStrive: https://strive.com Watch this episode on YouTube: https://www.youtube.com/watch?v=NGkF6sNUn6k If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.comThe Daily Wolf on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ Learn more about your ad choices. Visit megaphone.fm/adchoices

From The Daily Wolf with Scott Melker, live weekdays at 12pm ET on Yahoo Finance. Robinhood's crypto revenue broke a three-quarter losing streak, rising 20% to $120 million. Almost every outlet led on the 55% drop from a year ago instead. Scott Melker walks through what the quarterly numbers actually show. Intel, Oracle and IBM told OKX and ICE not to tokenize their shares, which takes the objector count to 26. Brazilian companies bought stablecoins on election day and the real crashed the next morning. Scott Bessent, Secretary of the Treasury, told Ripple's conference that stablecoins will keep the dollar on top. And Datavault AI lost half its value after admitting it cannot withdraw the Bitcoin it booked as an asset. Timestamps0:00 Robinhood's crypto revenue fell 55%, and rose 20% from last quarter4:00 Intel, Oracle and IBM object to tokenized versions of their shares5:32 Brazilian companies bought stablecoins on election day7:32 Scott Bessent, Secretary of the Treasury, on stablecoins and the dollar9:48 Coinbase gives European customers until October 3010:36 The Fed decides today, and Kevin Warsh speaks at 2:3013:16 Datavault AI cannot withdraw the Bitcoin on its balance sheet #Robinhood #Stablecoins #ScottBessent #Bitcoin #Crypto #DailyWolf #YahooFinance Watch every episode on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Brett Tejpaul, Co-CEO of Coinbase Institutional, joins Scott to talk about where Bitcoin's biggest buyers went, with the Coinbase Premium negative through October, and why seven of the world's largest banks are now building on Coinbase infrastructure for stablecoin payments and institutional crypto adoption. Brett explains the Citi stablecoin payments partnership announced at Sibos, why banks see crypto as a threat to their payments and wealth businesses, how the Clarity Act's failure and new SEC and CFTC guidance pushed banks to move, and the Standard Asset Company strategy that pairs UAE real estate with Bitcoin. They also cover MiCA stablecoin rules, how JPMorgan, Chase, Citi and PNC use Coinbase, and why Wall Street plumbing is good for crypto. Scott closes with stablecoins in Brazil's election, Bitcoin beating the S&P 500, companies objecting to tokenized stocks, Marathon's Bitcoin moves, Scott Bessent on crypto and the dollar, the Fed decision and ETF flows. In this episode:00:00 Bitcoin's quiet buyers and the Coinbase Premium03:03 Seven big banks and the Citi stablecoin deal09:13 How deep bank partnerships with Coinbase go16:52 Why banks plan to disrupt their own payments20:58 The Clarity Act, SEC and CFTC, and MiCA26:04 Bitcoin plus UAE real estate at Standard Asset Company33:40 MiCA stablecoins and JPMorgan, Citi and PNC37:16 Wall Street plumbing and Coinbase infrastructure42:56 Brazil, Bitcoin vs. the S&P 500 and tokenized stocks46:59 Bessent, the Fed decision and Bitcoin ETF flows Brett Tejpaul on X: https://x.com/bretttejpaulCoinbase Institutional: https://www.coinbase.com/institutional Watch this episode on YouTube: https://www.youtube.com/watch?v=eGgMEQa4r4A If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.comThe Daily Wolf on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ Learn more about your ad choices. Visit megaphone.fm/adchoices

From The Daily Wolf with Scott Melker, live weekdays at 12pm ET on Yahoo Finance. Hyperliquid named Payward, Kraken's parent, as its intended first CFTC-regulated deployer on Monday. If regulators approve it, Bitnomial would run the markets and NinjaTrader Clearing would hold client accounts, giving US traders access to perpetual futures they have been locked out of. The same day, Ripple won final approval for Ripple National Trust Bank, which will manage the reserves behind its $2.5 billion RLUSD stablecoin. Scott Melker also covers BlackRock testing a yen stablecoin in Japan, Binance filing for a Brazilian licence, and Canada copying the GENIUS Act. Timestamps0:00 Hyperliquid names Kraken's parent as its first regulated US deployer1:09 Why the biggest offshore venue wants to come onshore4:11 Ripple wins final approval for a national trust bank6:08 BlackRock, SBI and Startale sign a yen stablecoin agreement7:55 Binance files for a Brazilian licence and delists 22 tokens9:57 The NBA partners with two prediction markets at once11:35 Canada's draft stablecoin rules look familiar13:28 A Zcash co-founder proposes ending the developer subsidy #Hyperliquid #Kraken #Ripple #RLUSD #BlackRock #Bitcoin #DailyWolf #YahooFinance Watch every episode on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.com Learn more about your ad choices. Visit megaphone.fm/adchoices

DoubleZero co-founder Austin Federa joins Andrew Parish and Tillman Holloway of Arch Public to debate whether the Bitcoin bear market is over, after Galaxy said the bottom was in back in June while Bernstein cut its targets for crypto stocks and stopped assuming any bullish price action. The panel starts with Wall Street's split on Bitcoin, volatility, IBIT options and ETF flows, then Austin explains DoubleZero's low-latency network, its new Edge for Builders data feeds and how AI agents are opening up fast trading. From there it's the K-shaped economy and Bitcoin ETF demand, Kraken's plan for regulated US perpetual futures on Hyperliquid, crypto and the dollar, on-chain IPOs, Ripple's national trust bank, crypto's market structure and self-custody problems, and why meme coins are entertainment, not investments. In this episode:00:00 Galaxy and Bernstein split on the bear market03:42 Volatility, IBIT options and repriced markets06:23 IBIT flows and a bottom in crypto narratives09:27 Austin Federa on DoubleZero and Edge for Builders15:49 AI agents, trading access and exchange UIs22:43 The K-shaped economy and Bitcoin ETF demand29:06 Kraken, Hyperliquid and US perpetual futures34:57 Crypto exchanges, Robinhood and on-chain IPOs37:26 Crypto market structure and self-custody risks44:07 Meme coins, pump.fun and entertainment vs. investing Austin Federa on X: https://x.com/Austin_FederaDoubleZero: https://doublezero.xyzAndrew Parish on X: https://x.com/AP_AbacusTillman Holloway on X: https://x.com/TEXASOL61Arch Public: https://archpublic.com Watch this episode on YouTube: https://www.youtube.com/watch?v=Sm3ez-tlplQ If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.comThe Daily Wolf on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ Learn more about your ad choices. Visit megaphone.fm/adchoices

From The Daily Wolf with Scott Melker, live weekdays at 12pm ET on Yahoo Finance. Scott Melker discusses this past weekend's liquidation of Bitcoin (BTC-USD) leverage and all the movements of Strive (ASST), Strategy (MSTR), and Bitmine (BMNR). Donald Trump and World Liberty Financial are being sued in Federal Court. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Watch every episode on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Peter Tchir, Head of Macro Strategy at Academy Securities, joins Mike McGlone of Bloomberg Intelligence and CoinRoutes co-founder Dave Weisberger to break down why Bitcoin and gold are the two worst-performing major assets of 2026, and what credit markets, the Fed and the AI spending boom mean for crypto. The panel starts with Fed week, the AI trade unwinding and midterm odds, then digs into widening credit spreads, debt-funded AI data centers and Fed liquidity. Mike makes his case that gold and Bitcoin have peaked and Treasuries are the place to hide, Dave and Peter push back on Bitcoin, gold, a Democratic sweep and deficit spending, and Peter closes on the risk from volatility-selling strategies. In this episode:00:00:00 Why Bitcoin and gold are 2026's worst performers00:00:35 Fed week, the AI unwind and midterm odds00:04:41 Peter Tchir on credit spreads and AI spending00:09:48 Dave Weisberger on AI data center debt and liquidity00:16:29 Mike McGlone on gold versus Treasuries00:20:02 Judy Shelton and the risk of monetizing gold00:23:08 Midterms, gridlock and the deficit debate00:39:23 Blackstone's BXDC and the Grayscale discount lesson00:46:28 Is the Bitcoin trade over? McGlone vs. Weisberger01:00:44 Peter Tchir on volatility-suppression strategies Peter Tchir on X: https://x.com/TFMktsAcademy Securities: https://www.academysecurities.comMike McGlone on X: https://x.com/mikemcglone11Dave Weisberger on X: https://x.com/dmweisbergerCoinRoutes: https://www.coinroutes.com Watch this episode on YouTube: https://www.youtube.com/watch?v=MSevP1qZ6OU If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.comThe Daily Wolf on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ Learn more about your ad choices. Visit megaphone.fm/adchoices

ARK Invest Chief Futurist Brett Winton explains why he sees Bitcoin as financial insurance in an increasingly unpredictable world, and how AI is reshaping crypto, markets and the global economy. Scott Melker and Brett Winton dig into the wave of AI-powered hacking and what it means for banks, exchanges and self-custody, why the AI infrastructure boom is pulling capital away from everything else, and how AI agents could use Bitcoin, Lightning and stablecoins to make payments. They also cover prediction markets, robotaxis, consumer agents, whether AI is a bubble, and where ARK sees value accruing in crypto. In this episode:00:00 Intro: Bitcoin as financial insurance02:15 AI agents and the new wave of hacking04:30 What ARK's Chief Futurist actually does06:00 Bitcoin as digital gold and the self-custody tradeoff09:00 AI-powered attacks on banks and exchanges11:00 The AI capex black hole pulling in capital17:30 AI agent payments: Bitcoin, Lightning, stablecoins, Stripe26:00 Prediction markets and why AI gives DeFi a reason to be37:00 Frontier labs, SpaceX and the AI bubble question51:30 Bitcoin, Ethereum, Solana and the outlook for this cycle Brett Winton on X: https://x.com/wintonARK Watch this episode on YouTube: https://www.youtube.com/watch?v=ECkN2MbyUqk If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.comThe Daily Wolf on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitget CEO Gracy Chen walks through the first hours of the $388 million Bitget hack, how attackers got in through a third-party security product, and how the exchange covered user losses. Gracy explains how the attack unfolded overnight, why it was not a private key or cold wallet compromise, and how Bitget's Protection Fund absorbed the loss and was replenished. She and Scott Melker also discuss nation-state hackers and industry coordination, rebuilding trust, a crypto market she calls a 'monkey market', tokenized stocks and AI-powered trading, Bitget's universal exchange vision and its plans for the U.S. In this episode:00:00 Intro: inside Bitget's $388M hack01:30 The first hours: detection, response and live-streaming04:30 What the attack was and what it wasn't07:30 Third-party vendor risk and new safeguards09:30 How the Protection Fund covered user losses13:00 Lazarus, nation-state hackers and industry coordination20:00 Rebuilding trust after the hack23:00 Crypto volumes since 10/10 and a 'monkey market' for Bitcoin28:00 Tokenization, AI trading and the universal exchange32:30 Bitget's plans for the U.S. and final thoughts Gracy Chen on X: https://x.com/GracyBitgetBitget on X: https://x.com/bitget Watch this episode on YouTube: https://www.youtube.com/watch?v=N3gg9r8ptp8 If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.comThe Daily Wolf on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Saeed Badreg, CEO of Sunrise, the Solana asset gateway from Wormhole Labs, joins Scott Melker to talk tokenization, real-world assets, stablecoins and where Bitcoin and crypto markets are headed as Wall Street moves on-chain. They start with the new lawsuit accusing Trump of profiting from foreign crypto deals and whether the administration has been a net positive for builders, then cover JPMorgan's tokenized money market fund on Solana, AI-driven market volatility, pre-IPO trading in crypto markets, and why Saeed thinks the $160 trillion real-world asset market matters more than new tokens. Plus how tokenized stocks get liquidity, memecoins paired with stocks, companies opting out of tokenization, and The Weekly Wreckoning. In this episode:00:00 Intro: the Trump crypto lawsuit and today's guest01:55 Saeed Badreg joins02:45 Trump, the GENIUS Act and crypto policy abroad06:15 JPMorgan's tokenized fund on Solana and Jamie Dimon09:30 AI, security exploits and faster markets12:30 Trillion-dollar valuations and pre-IPO markets on-chain18:30 What Sunrise does and the $160T real-world asset opportunity26:30 How tokenized stocks get liquidity: market makers and arbitrage29:00 Memecoins paired with stocks and companies opting out36:45 The Weekly Wreckoning: Strategy, BlackRock, ETF flows and more Saeed Badreg on X: https://x.com/shadddowfaxSunrise: https://sunrise.xyzSunrise on X: https://x.com/sunrise Watch this episode on YouTube: https://www.youtube.com/watch?v=_2LOYsYCqTY If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.comThe Daily Wolf on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Securitize CEO Carlos Domingo explains how tokenized stocks actually work, what the SEC's innovation exemption changes, and why he thinks holding gold instead of Bitcoin makes no sense, as Bitcoin slips back into the low $80Ks on AI fears. Carlos breaks down the three models for tokenized equities, why some companies are opting out of having their stock tokenized, new venues from OKX and ICE, and what U.S. investors will actually be able to access. He and Scott Melker also cover multichain tokenization, DTCC and JPMorgan moving onto public blockchains, the midterms and regulatory risk, stablecoin yield and AI agents, before Scott looks at Bitcoin holding up while Tesla and Meta reignite AI worries. In this episode:00:00 Intro01:00 Carlos Domingo joins: AI-found bugs and internet security02:15 The three models for tokenized stocks04:00 The innovation exemption and companies opting out10:00 Securitize, OKX, ICE and where tokenized stocks will trade14:30 Real shares vs. synthetic exposure, and a multichain world19:30 DTCC and JPMorgan on public blockchains25:00 Midterms, regulation and an exemption-first approach35:00 Stablecoin yield, AI agents and Bitcoin vs. gold41:15 Markets: Bitcoin holds up as AI fears return Carlos Domingo on X: https://x.com/carlosdomingoSecuritize: https://securitize.io Watch this episode on YouTube: https://www.youtube.com/watch?v=6TfmVrkWndo If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.comThe Daily Wolf on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Nicola White, Robinhood's VP of Institutional Crypto and General Manager of Bitstamp, joins Scott Melker to talk stablecoins, the GENIUS Act rules, Bitcoin perpetual futures and tokenized stocks while Bitcoin stays stuck near $84K. They cover the OCC's rule implementing the GENIUS Act, stablecoin payments and the USDG consortium, the SEC's innovation exemption and companies pushing back on tokenized stock, and how Robinhood is bringing retail and institutional crypto together through Bitstamp. Plus Robinhood's U.S. perpetual futures rollout, token listing decisions across jurisdictions, Robinhood Chain, private markets, prediction markets and the CME's fight with the CFTC over perps. In this episode:00:00 Intro: Bitcoin keeps failing at $84K01:00 Nicola White joins02:00 The OCC's GENIUS Act rule and stablecoin payments04:00 Innovation exemption and tokenized stocks08:30 Robinhood's institutional crypto business and Bitstamp14:30 Bringing Bitcoin perpetual futures to the U.S.16:30 How Robinhood decides which tokens to list19:00 Stablecoin adoption, USDG and yield25:30 Robinhood Chain: memecoins and real-world assets29:00 Private markets, prediction markets and the CME vs. CFTC fight Robinhood on X: https://x.com/RobinhoodApp Watch this episode on YouTube: https://www.youtube.com/watch?v=Pwz7xrC4vdM If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.comThe Daily Wolf on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Galaxy Head of Firmwide Research Alex Thorn and Arch Public's Andrew Parish join Scott Melker to unpack BlackRock's $665 million IBIT inflow, who is still selling Bitcoin, and what ETF flows really tell you. They explain how creations and in-kind conversions drive ETF flows, BlackRock's new Bitcoin ETF filing, JPMorgan's 10% Bitcoin return forecast and Morgan Stanley's push into the space. Alex shares his data on Bitcoin's shallow drawdown, who has been buying, the self-custody crisis after the Ledger supply-chain scare, companies opting out of tokenized stock and old-coin distribution. The show closes with Arch Public on AI-executed investing and 24/7 markets. In this episode:00:00:00 Intro: IBIT takes in $665M while other ETFs see outflows00:03:00 How ETF flows and in-kind conversions really work00:06:00 BlackRock's new Bitcoin ETF and JPMorgan's 10% forecast00:11:00 Morgan Stanley, wealth managers and crypto lending00:16:00 Bitcoin's shallowest drawdown and falling volatility00:24:00 Who is really buying Bitcoin right now00:30:00 The self-custody crisis: Ledger, supply chains and multisig00:38:00 Tokenized stocks and companies opting out00:45:00 OG holder distribution and lost coins00:52:00 Arch Public, AI investing and 24/7 markets Alex Thorn on X: https://x.com/intangiblecoinsGalaxy Research: https://www.galaxy.com/insights/research Watch this episode on YouTube: https://www.youtube.com/watch?v=D9_IEXM8Ux0 If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.comThe Daily Wolf on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Spectra Markets President Brent Donnelly joins Scott Melker, Dave Weisberger and Mike McGlone on why Bitcoin fell only about 2% while AI and chip stocks lost $1 trillion, and what bond yields, the Fed and the midterms mean for crypto and macro markets. The panel covers rising long-term yields and the odds of a Fed hike, weekend trading and the chip-stock selloff, lessons from the 1987 crash on its anniversary, and the AI capex flywheel that is propping up the economy. They debate Bitcoin trading like an option, volatility and fair value, midterm election risk for crypto, institutionalization and custody, the $40 trillion national debt, the dollar's 1999 parallels and global bond yields. In this episode:00:00:00 Intro: Bitcoin falls just 2% as AI stocks lose $1T00:01:00 Macro roundup: yields, Fed hike odds and global elections00:05:30 The weekend chip selloff and 24/7 trading00:07:00 The 1987 crash anniversary and market gaps00:11:00 The AI capex flywheel and crowding out00:21:00 Bitcoin as an option: volatility, cycles and fair value00:31:00 Fighting the Fed and the dot-com comparison00:33:00 Midterm election risk for markets and crypto00:38:00 Institutionalization, custody and Bitcoin's brand00:48:00 $40T of debt, the dollar and global bond yields Brent Donnelly on X: https://x.com/donnelly_brent Watch this episode on YouTube: https://www.youtube.com/watch?v=IpmXXSzeepc If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.comThe Daily Wolf on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Franklin Templeton's Head of Innovation Sandy Kaul joins Scott Melker to talk tokenized money market funds, stablecoins and AI agents, after news that Strategy, Bitcoin's biggest corporate buyer, could be removed from MSCI indexes. Scott first weighs whether an MSCI removal is a real risk for Strategy. Sandy then explains how Franklin Templeton's Benji tokenized money market fund is used as collateral and for peer-to-peer payments, how banks and stablecoins compete on yield, what tokenized stocks and private funds can unlock, and how AI will optimize 24/7 markets. The Weekly Wreckoning covers Treasury yields, self-custody, quantum, Kraken buying a European bank, prediction market regulation, a hot PPI and more. In this episode:00:00 Intro: Strategy and the MSCI index risk04:00 Sandy Kaul joins: Franklin Templeton's digital asset build-out06:00 Benji, tokenized money market funds and AI cash sweeps08:00 Banks vs. stablecoins on yield and safety14:00 Tokenized funds as exchange collateral and peer-to-peer payments19:00 Retail access, programmable funds and tokenized stocks25:00 What tokenization unlocks: lending, yield and AI agents31:00 Tokenizing private funds35:00 Picking crypto assets as an active manager45:00 The Weekly Wreckoning Franklin Templeton Digital Assets on X: https://x.com/FTDA_US Watch this episode on YouTube: https://www.youtube.com/watch?v=JqcDSB23yTU If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.comThe Daily Wolf on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Hunter Biden explains why he launched the LAPTOP memecoin, what went wrong in its first minutes on exchanges, and why he believes the Trump family's crypto ventures are hurting the industry. Hunter Biden tells Scott Melker how LAPTOP's tokenomics were designed, including a built-in prediction market, how the Coinbase launch played out, and his account of what market makers did in the opening minutes. They also discuss owning the 'laptop' narrative, crypto Twitter's reaction, conflicts of interest, why the Clarity Act failed, and why he argues Democrats and bipartisan support are essential for crypto's future. In this episode:00:00 Intro01:00 Why Hunter Biden got into crypto03:00 Designing LAPTOP: tokenomics and a built-in prediction market08:00 Launch day on Coinbase10:00 What went wrong: market makers and the first minutes19:00 Owning the 'laptop' narrative24:00 Crypto Twitter, retail losses and accountability29:00 The Trump family, conflicts of interest and crypto33:00 Why the Clarity Act failed36:00 Democrats, bipartisan support and the future of crypto Hunter Biden on X: https://x.com/HunterBidenLAPTOP official site: https://www.laptoptoken.com Watch this episode on YouTube: https://www.youtube.com/watch?v=eN4FVEOw-yA If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.comThe Daily Wolf on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Saifedean Ammous, author of The Bitcoin Standard, joins Scott Melker on a hot 3.7% CPI print, why he thinks inflation statistics are rigged, and why Bitcoin's next peak may be further away than you think. Saifedean explains why the 2% inflation target and the CPI basket are flawed, why he isn't worried about quantum computing breaking Bitcoin, and why he has soured on Bitcoin-specific hardware wallets in favor of generic offline devices and multisig. They also cover Bitcoin, crime and bank fines, rising 10-year yields and devaluation, how Bitcoin frees savers from being part-time fund managers, Saylor and Strategy's financial products, and drawdowns and diminishing returns. In this episode:00:00 Intro: why Bitcoin's next peak may be further away01:00 Hot CPI, the 2% target and why the CPI basket understates inflation08:00 Is quantum computing a real threat to Bitcoin?13:00 Ledger and the case against Bitcoin-specific hardware wallets19:00 Self-custody for regular people: ETFs, laptops and multisig23:00 Bitcoin, crime and bank fines28:00 Rising yields, fiscal trouble and devaluation32:00 Bitcoin and the end of the part-time hedge fund manager36:00 Strategy, Strive and Bitcoin financialization41:00 Drawdowns, diminishing returns and the next peak Saifedean Ammous on X: https://x.com/saifedeanSaifedean's website: https://saifedean.com Watch this episode on YouTube: https://www.youtube.com/watch?v=yYklTYr0Hik If you enjoyed this episode, follow the show and leave a rating. It helps more than you know. Follow Scott Melker:Watch on YouTube: https://www.youtube.com/@ScottMelkerFollow Scott on X: https://x.com/scottmelkerThe Wolf Den newsletter: https://thewolfden.substack.comThe Daily Wolf on Yahoo Finance: https://finance.yahoo.com/videos/series/daily-wolf/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin rebounds above $83K despite a sharp selloff in tech stocks and over $800M in crypto liquidations, showing relative strength ahead of CPI. Meanwhile, the IMF warns that slowing AI growth and rising bond yields could trigger broader market stress, the CFTC’s new crypto framework could be delayed until 2028, and Blur shuts down after NFT trading volumes collapse 99%. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oil prices fall after Trump announces a Russia-Ukraine energy ceasefire, while Citi expects Bessent could cut long-term Treasury issuance to ease pressure on bond yields. We also cover SWI raising nearly $900M to convert Bitcoin mining sites into AI data centers, the IMF highlighting growing demand for tokenized stocks, and South Korea launching its first traditional bank loans backed by Bitcoin. Learn more about your ad choices. Visit megaphone.fm/adchoices

Peter Schiff joins the show to explain why he believes rising Treasury yields, soaring U.S. debt and persistent inflation are pushing the economy toward a major financial crisis. He questions whether AI can solve America's debt problem, debates Bitcoin versus gold as a hedge against currency debasement, and warns that changing political dynamics could create new risks for Bitcoin. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin falls toward $80K as crypto markets sell off ahead of the anniversary of last October’s historic flash crash, even as JPMorgan reports $50B in crypto inflows this year. We also cover Bitwise’s push into AI-focused ETFs, Citrini’s thesis on the biggest winners of tokenization, and growing concerns around AI valuations after OpenAI’s revenue forecast falls $20B short of expectations. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin falls below $83K as renewed Iran tensions and concerns over AI-driven threats to crypto security weigh on markets. Meanwhile, Samsung is bringing USDC transfers to 82 million Galaxy phones, Solana’s tokenized equity holders hit a record 1.2 million, and Bitcoin-backed loans are gaining traction beyond trading as more people use BTC for everyday financing. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin falls below $84K as renewed tensions around the Strait of Hormuz push oil and Treasury yields higher, with the 30-year yield hitting a 24-year high. We also cover Robinhood adding Bitcoin to its balance sheet, another Ethereum L2 shutting down, and BitMine preparing to stop buying ETH once it reaches its 5% supply cap. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin is back near $85K after another rejection at $87K, while stocks continue trading near record highs. We also cover the SEC approving 3x leveraged Bitcoin and Ethereum ETFs, the CFTC opening a path for leveraged retail crypto trading, OKX launching a stablecoin app offering up to 10% yield, and Treasury dropping its proposed rules targeting crypto mixers and self-hosted wallets. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin holds strong near $86K despite the dollar hitting an 18-month high and Treasury yields continuing to climb. Meanwhile, global liquidity is surging, OKX and NYSE owner ICE are pushing for 24/7 tokenized stock trading, and China is undergoing a massive consolidation of its banking system. Learn more about your ad choices. Visit megaphone.fm/adchoices

Hunter Horsley breaks down why institutional crypto adoption is becoming increasingly irreversible, with ETFs, tokenization and onchain finance pulling traditional finance deeper into the industry. He explains why ETFs are becoming the preferred way for many investors to hold crypto, what new custody rules could unlock for wealth managers, and why crypto adoption can keep accelerating even without the Clarity Act. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin breaks above $86K ahead of the U.S. jobs report, clearing a major sell wall despite high yields and a strong dollar. We also cover the SEC’s new crypto custody rules, Robinhood’s concerns with tokenized-stock limits, and Aave’s push for DeFi-friendly regulation in Europe. Plus, Stani Kulechov joins to discuss Aave V4, stablecoins, tokenization and what could bring the next 100 million users into DeFi. Learn more about your ad choices. Visit megaphone.fm/adchoices

Citi raises its Bitcoin target to $113K as institutional demand returns, even as Treasury yields hit 24-year highs. We also cover MetaMask’s staking security incident, Open USD launching with $1B in backing, and VanEck’s thesis that Bitcoin miners could become major winners from the AI power shortage — a key topic we explore with Matt Sigel. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin is stuck near $83K as rising Treasury yields and upcoming PCE inflation data keep markets cautious. Meanwhile, Robinhood is making a major push into AI trading agents, crypto perps and weekend stock trading, while OpenAI seeks $30B at a $1.4T valuation. We also cover Wall Street exploring tokenized options and signs that Gulf producers are finding ways around disruptions in the Strait of Hormuz. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin faces another macro test as analysts warn the 10-year Treasury yield could reach 6%, although rising debt concerns could strengthen Bitcoin’s long-term case. We also cover Goldman bringing its $100B Treasury fund into crypto infrastructure, the debate over Tether’s role in Iran, Anthropic’s IPO disclosures around AI risks, and Coinbase completing its regulated U.S. derivatives stack. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin falls back toward $83K despite a massive $2.4B week for ETF inflows, as oil spikes above $100 and the 10-year Treasury yield surges to 5.2%. We also cover Trump considering a diesel export ban, California cracking down on political memecoins, and Bitget recovering from a $352M hack. Learn more about your ad choices. Visit megaphone.fm/adchoices

SEC Commissioner Hester Peirce discusses what comes next after the Clarity Act failed and why the SEC can still move crypto regulation forward under its existing authority. She breaks down the new five-year framework for tokenized stocks, the push to bring more financial activity onchain, and why experimentation could help shape a more permanent regulatory framework for crypto. Learn more about your ad choices. Visit megaphone.fm/adchoices

Avichal Garg breaks down why Bitcoin could eventually reach multi-million-dollar valuations as adoption expands from retail and institutions to AI agents. He explains why autonomous agents will need crypto wallets and stablecoin rails, how AI is already changing the nature of work, and why the convergence of AI and crypto could create an entirely new digital economy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Joseph Chalom breaks down how AI agents, stablecoins, tokenization and DeFi could reshape the financial system and disrupt trillions in fees. He explains why Ethereum could become a key settlement layer for this agentic economy, while Bitcoin remains a hedge against monetary debasement. Ultimately, he believes AI agents could automate investing, saving and borrowing while putting more financial control back in consumers’ hands. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin falls toward $83K as markets price in four more Fed hikes and the 10-year Treasury yield surges above 5.1%. Meanwhile, the Trump administration is exploring a global push for dollar stablecoins, while Infosys, Chainlink, IBM and Swift accelerate efforts to bring traditional finance and payments onchain. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin is holding near $87K as it heads toward its first three-month winning streak since 2012, while Zcash continues to outperform with another 10% rally. We also cover BlackRock’s thesis that AI agents could drive the next wave of stablecoin adoption and the growing AI price war as Anthropic rolls out a cheaper model. Plus, Tristan Thompson joins to discuss his crypto investments, Zcash thesis, backing Anthropic, and the upcoming NBA season. Learn more about your ad choices. Visit megaphone.fm/adchoices