The Wolf Of All Streets

July is poised for a major shake-up in the crypto landscape. Trump’s monumental $3.4 trillion bill raises concerns about increased money printing. Solana’s staking ETF is outperforming expectations, hinting at a surge in crypto ETFs ahead. Robinhood's foray into tokenized stocks stirs up conversations on ownership authenticity. Meanwhile, Bitcoin treasury firms are emerging, but caution is advised amidst potential market risks. Plus, there's a fun twist with the speaker's involvement in a unique bourbon venture.

Edan Yago, from Bitcoin OS, champions macroeconomics and the tokenization of stocks, while David Duong of Coinbase sheds light on jobs reports and interest rates. They discuss Bitcoin's surge past $109K and the implications of recent economic data. The conversation dives into the ongoing tokenization war in crypto, including the launch of a Solana staking ETF and how institutions are redefining their approach to Bitcoin. The dynamics of corporate Bitcoin treasuries and new ETF innovations spark great enthusiasm among investors.

Hadley Stern, CCO of Marinade, believes Bitcoin could surge to $160,000 this cycle, emphasizing the impact of recent U.S. legislation on crypto decentralization and the dominance of centralized players like Circle and Coinbase. He paints a bullish picture fueled by ETF flows and corporate demand. Chris Inks from Texas West Capital then shares intriguing market insights and strategic trading moves, highlighting key trends and the psychological factors shaping investor behavior in the crypto landscape.

Andrew Parish, a researcher at Arch Public, dives into the explosive growth of Bitcoin ETF inflows, noting nearly $5 billion in just 15 days. He discusses the significant fundraising success of Trump-backed American Bitcoin, which raised $220 million for BTC and mining. The conversation highlights Bitcoin's increasing legitimacy in traditional finance and critiques Ethereum's place in the market. They also explore the competitive landscape of crypto platforms like Robinhood and Coinbase and the growing integration of crypto with traditional banking.

Dave Weisberger, a market structure expert, joins Mike McGlone, Bloomberg's Senior Macro Strategist, and Larry Lepard, an authority on macroeconomics. They dive into Bitcoin's surge while altcoins falter and speculate on China's return to crypto. The trio explores the Federal Reserve's cautious policies, political influences on economic growth, and the intricacies of valuing cryptocurrencies against traditional assets. They also discuss how inflation impacts investment strategies and the shifting landscape of financial markets.

Vlad Tenev, CEO and Co-Founder of Robinhood, dives into the future of finance, discussing the platform's vision to tokenize stocks and launch innovative investment tools. He describes ambitious plans for global access to banking and securities, aiming to attract younger generations. Tenev highlights the merging of crypto and traditional finance, tackling regulatory hurdles, and hints at exciting new offerings like Robinhood Strategies. This conversation is a must-listen for those curious about the evolving landscape of financial services.

Caitlin Long, Founder and CEO of Custodia Bank, is a trailblazer in the crypto landscape. She discusses the game-changing potential of tokenized bank deposits and how they can alleviate real-world payment issues like fraud and compliance. Caitlin sheds light on her partnership with Vantage Bank, showcasing its innovative approach to stablecoin issuance. Additionally, she delves into the regulatory hurdles facing cryptocurrency and emphasizes the need for banks to embrace technological advancements instead of resisting change.

Joining the conversation is Nathaniel Whittemore, host of The Breakdown podcast, who offers sharp insights on macroeconomics and cryptocurrency. They discuss Bitcoin’s potential to surge towards $110K, explore how Texas is setting a precedent with a Bitcoin reserve, and analyze the impact of major players like Fannie Mae considering crypto for mortgages. Additionally, they delve into the rise of tokenized stocks with SpaceX shares and the overall evolution of crypto regulation in the financial landscape.

Edan Yago, a crypto thinker and advocate, discusses the explosive potential of Bitcoin amidst a rapidly changing global economy and AI's role in financial transactions. He highlights Tether's CEO's bold prediction of one trillion AI agents using Bitcoin and the significant flow of Bitcoin ETFs. Dan from The Chart Guys shares insightful market analysis, emphasizing trading strategies and the implications of geopolitical tensions on crypto. Together, they explore Bitcoin's future, regulatory shifts, and new trading opportunities.

Joining the discussion are John E. Deaton, a crypto regulation expert and founder of CryptoLaw, and Eric Adams, the forward-thinking Mayor of New York City. They delve into Bitcoin's recent surge, sparked by easing tensions in the Middle East, and the potential for hitting $120K soon. The conversation also touches on the complexities of crypto as both a safe haven and risky investment during geopolitical turmoil, while Adams shares insights on NYC's push for crypto innovation and education, transforming the financial landscape.