The Wolf Of All Streets

In this Crypto Town Hall, the team discusses Paul Tudor Jones’ bullish take on Bitcoin as the best inflation hedge over gold and his warnings about extreme U.S. stock market overvaluation. They then break down the DeFi United bailout after the latest hacks and toxic debt on Aave, debating if it’s a sign of industry maturity or dangerous “too big to fail” behavior. The conversation also covers the shift from DeFi yield farming into Bitcoin, MicroStrategy’s STRC, and the future of crypto treasuries.
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Wall Street just split on the biggest threat facing Bitcoin — and it's not regulation. Goldman Sachs walked away from quantum computing research while JPMorgan doubles down with a 50-person team. Coinbase is warning the industry has 5 to 10 years before quantum machines can crack blockchain encryption, and one Bitcoin developer is already proposing a hard fork to reassign Satoshi's coins before that window closes. Meanwhile, the Fed is expected to hold rates steady in what could be Powell's final meeting as chair, DeFi is scrambling through a $300 million bailout after the Kelp DAO hack, and the Treasury just froze $344 million in crypto tied to Iran. We break it all down live.

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Bitcoin buying has hit overdrive! ETFs, funds, and businesses now hold over 14% of the total supply, Strategy and BlackRock keep stacking, BitMine dropped $294 million on Ethereum in a single day, and a Strategic Bitcoin Reserve announcement is coming in weeks. But the real clock is the Clarity Act — the Senate has 10 weeks to pass it or insiders warn it won't come back until 2030. Today we break down the accumulation race, DeFi's $300 million Aave bailout, and why the next 10 weeks could define crypto's future.

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In this Crypto Town Hall, the panel breaks down Bitcoin’s current consolidation in the high $70Ks after another rejection at $80K, strong ETF inflows led by BlackRock, and institutional momentum. They discuss the controversial Trump Meme Coin Gala and its potential to damage the Clarity Act while giving ammo to crypto critics. Other topics include MicroStrategy’s massive BTC accumulation, quantum FUD, DeFi exploits, Bitcoin fork debates, and the key differences between Bitcoin’s leaderless resilience and struggling altcoins like Cardano. The conversation also touches on founder fatigue, event fatigue with Bitcoin Conference Vegas, and why FUD remains a long-term buying opportunity for Bitcoin.
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The Strait of Hormuz has been closed for over 60 days in the biggest oil supply shock on record, peace talks just collapsed again, and Iran's foreign minister is now in Moscow meeting Putin while Trump's negotiating team stays home. Farmers can't afford fertilizer, high earners are living paycheck to paycheck, and the U.S. government is accepting donations to pay down $39 trillion in debt. Yet Bitcoin keeps climbing — Strategy and BlackRock are still buying, 100+ crypto firms are pushing the Senate to finally pass the Clarity Act, and Kevin Warsh just cleared his path to replace Jerome Powell with a plan to completely overhaul the Federal Reserve. Today we break down why Bitcoin keeps rising while everything around it cracks, what Warsh's "regime change" at the Fed actually means for markets, and whether crypto is front-running something the rest of the financial system hasn't priced in yet.

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