Episodes

The Fed Is Fracturing

Today’s episode breaks down one of the most contentious FOMC meetings in nearly a decade. A deeply divided Fed delivered a rate cut that may also mark the end of the cutting..

Bitcoin Treasury Honeymoon Ends

Today’s episode breaks down the rough NYSE debut of 21 Capital, whose immediate drop suggests markets are no longer willing to award premiums to companies whose only model is selling shares to..

MicroStrategy’s Big Buy Raises New Questions

Today’s episode examines Washington’s increasingly public admission that the market-structure bill is stuck, with key senators signaling that negotiations have become frustrating and unlikely to resolve this year. From there the focus..

Crypto Regulation Hits a DeFi Wall

A crypto regulatory update looking at why the long-promised market structure bill is likely slipping into next year as negotiators get bogged down in stablecoin yield, conflict-of-interest language, and the thorny problem..

Tokenization’s Starting Gun

Larry Fink makes his most explicit case yet that tokenization is entering its internet-1996 moment, and the rest of Wall Street is suddenly lining up behind him. Today’s episode looks at why..

The Walls Around Crypto Are Finally Cracking

Today’s episode looks at how the traditional financial and policy apparatus around Bitcoin and crypto is shifting from quiet hostility to reluctant accommodation, and what that means for market psychology at this..

Bitcoin’s Worst November in Years

November just logged Bitcoin’s ugliest performance since 2018, with a seasonally strong month instead turning into a mini crypto winter driven by thin liquidity, excess leverage, and global macro jitters from Japan..

Bitcoin’s Fragile Recovery

Bitcoin is climbing back from Friday’s drop, but the bounce looks weak and uncertain. Liquidity is shallow, flows are scattered, and the futures market just saw one of its sharpest resets of..

Scott Besson Walks Into a Bitcoin Bar

Bitcoin steadied after a brutal week that saw cascading liquidations, battered ETFs, and growing questions about whether the drawdown was macro-driven rather than crypto-specific. Analysts are watching for early bottom signals as..