The Wolf Of All Streets

Matthew Sigel from VanEck breaks down exactly how his Node fund has outperformed Bitcoin by 100 percentage points since launch, why he's been overweight miners pivoting to AI and underweight exchanges and altcoins, and why he believes Bitcoin will be materially higher a year from now. He explains why the OpenUSD consortium of 140 companies threatening Circle and Tether will likely struggle because consortiums historically fail without a clear business driver, reveals that Bitcoin's hash rate is in its longest decline ever without making a new high as listed miners exit for AI data centers, argues that alt season already happened in crypto equities rather than tokens, shares why he respects the four-year cycle and tells clients to have their full position by October, and makes the case that strategy DATs should carry a living will that forces an unwind if they trade below MNAV for too long. Learn more about your ad choices. Visit megaphone.fm/adchoices

Their research helped the SEC approve the Bitcoin ETFs. Their dashboards helped expose the FTX collapse before anyone else knew what was happening. In this interview, Adrian Fritz and Eli Ndinga from 21Shares break down why institutional allocation to crypto is still practically zero despite all the headlines, how they decide which products to bring to market before the narrative even exists, and why the old altcoin seasons where everything pumps together are never coming back. They explain how blockchains are about to become invisible infrastructure that your mother uses without knowing it, where the next mini bubbles will form in privacy and AI, and why 99% of crypto assets won't exist in a few years — but the 1% that survive will be the Googles and Facebooks of the next era. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin rebounds after hitting a fresh 21-month low, below its 200-week moving average — but underneath the panic, whales just made THE LARGEST single Bitcoin accumulation spike EVER recorded on chain: 270,000 BTC scooped up at $59K, bigger than the COVID bottom (150K) and the FTX bottom. Cantor Fitzgerald says the bear market is entering its FINAL stretch, projecting a late October bottom based on historical cycles. Metaplanet added 2,823 BTC to push its stack past 43,000. Robinhood just went 24/5 as DTCC's new 24x5 clearing goes live — Wall Street is officially catching up to crypto's 24/7 reality. Meanwhile the biggest stablecoin launch in history just dropped: 140+ giants — BlackRock, Visa, Stripe, Mastercard, Amex, Google, Coinbase, Ripple — launched Open USD (OUSD), a USDC killer that crashed Circle stock 15% overnight. Add June's brutal Marubozu candle (worst month since June 2022), Fed rate HIKE fears from Kevin Warsh, Strategy's $1.25 BILLION sell authorization, and Trump's disclosed $1.4 BILLION in 2025 crypto earnings blowing up Clarity Act ethics negotiations — and we break down whether smart money just called the bottom, or if this is a whale trap before the next leg lower. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, hosts and guests explore the stark contrast between widespread bearish crypto sentiment and their own bullish conviction, noting how prediction markets and AI equities are thriving while crypto feels sidelined. They break down the major stablecoin consortium announcement involving Visa, Mastercard, Stripe, Coinbase, BlackRock and banks, which redirects Treasury yields away from issuers like Circle and triggered sharp stock moves. The discussion covers why a 2022-style leverage implosion is unlikely this cycle due to improved lending models, proof of reserves, and better risk management, alongside MicroStrategy’s dynamics and why it isn’t a near-term forced seller. They also examine traditional finance’s push to adopt stablecoin rails—including potential disruption from X Money—regulatory shifts like the Clarity Act, and why Bitcoin remains undervalued long-term as a digitally native asset amid institutional adoption and cycle patterns. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin just cratered to $57K — a fresh 21-month low, the lowest since September 2024 — as the token sliced through its 200-week moving average, historically a signal of prolonged bear markets. Fed rate HIKE fears from Kevin Warsh and mounting concerns over Strategy's new $1.25 BILLION sell authorization are stripping Bitcoin's biggest structural bid, with June ETF outflows now confirmed at a record $6 BILLION. Meanwhile the biggest stablecoin story ever just dropped: 140+ giants — including BlackRock, Visa, Stripe, Mastercard, Amex, Google, Samsung, Shopify, Coinbase, and Ripple — just launched Open USD (OUSD), a USDC killer with zero mint/redeem fees and reserve earnings shared with partners. Stripe's president declared OUSD "the DEFAULT stablecoin for businesses running on Stripe," and Circle stock (CRCL) crashed 15% overnight. Add Trump's disclosed $1.4 BILLION in 2025 crypto earnings blowing up the Clarity Act ethics fight — and we break down whether Bitcoin's bottom is in, or if this is just the start of something much worse. Learn more about your ad choices. Visit megaphone.fm/adchoices