The Daily Stack

Daily News on Bitcoin | Stock Market | Artificial Intelligence
  • ০.০ (০)
  • বিনিয়োগ

The Daily Stack is a live weekday program covering Bitcoin, macroeconomics, and global markets. Airing Monday through Friday at 12:30 PM ET, the show delivers real-time market analysis, ETF flow data, institutional news, and in-depth interviews with the executives, investors, and builders driving the Bitcoin economy forward. Hosted by Avi Mash, Jody Flournoy, Rob Wallace and the BitcoinNews.com team, The Daily Stack has built an audience of 300K+ subscribers who rely on the program for accurate, timely coverage at the intersection of Bitcoin and traditional finance. DailyStackHQ.com

  1. ১ দিন আগে

    BTC BOUNCEBACK | DIGITAL REAL ESTATE W/ LEON WANKUM

    This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack Listen and follow The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Website: https://dailystackhq.comX: https://x.com/dailystackHQ Not financial advice.

    BTC BOUNCEBACK | DIGITAL REAL ESTATE W/ LEON WANKUM

  2. ২ দিন আগে

    AMPLIFICATION MASTERCLASS W/ GoS $ASST $MSTR

    Grain of Salt joins Treasury Talks with host Jody Flournoy and co-host Halston Valencia for a masterclass on amplification, the math behind how bitcoin treasury companies turn a bitcoin move into a bigger move for common shareholders. Grain walks through his amplification explainer, Strategy's aggregate cost of capital versus Strive's, SATA's dividend, Matt Cole's 1% allocator mandate and room for a third digital credit issuer. They also cover whether Metaplanet can become Japan's largest company, share count math for $ASST, Nakamoto and Metaplanet versus $MSTR, how Grain positions in Strive options, and why execution is what Saylor copycats missed. This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack Chapters:0:00 Cold open0:32 Welcome: Treasury Talks with Grain of Salt on Amplification2:02 Why Grain Built an Amplification Explainer4:02 Bitcoin Up 30%, Common Up 34%: How Amplification Really Works8:44 The House Analogy: a 10% Gain Becomes a 50% Return11:24 Strategy's 2.24% Aggregate Cost of Capital14:01 Strive's True Cost of Capital vs SATA's 13% Dividend15:47 Matt Cole's 1% Mandate and the Dual-Vendor Strategy20:14 Is There Room for a Third Digital Credit Issuer?26:41 Reverse-Engineering Matt Cole's Table: Convexity Curves29:11 2008 No-Money-Down Loans vs Strive's 50% Amplification31:41 Can Metaplanet Become Japan's Largest Company?39:39 Share Count Math: Metaplanet 63x Strategy, ASST 7x48:08 Positioning in Strive Options: Delta Ramp and Full Gamma57:00 Execution Is the Hard Part: What Saylor Copycats Missed Key takeaways:- Grain of Salt's house analogy: put $200,000 down on a $1,000,000 house, and if the house rises 10%, the $100,000 gain is a 50% return on the cash you put in. That is amplification.- In Grain's worked example, bitcoin rises 30%, the preferred holders take their 13% on their $2 claim (26 cents), and the common keeps $2.74 on $8, a gain of about 34%.- Grain puts Strategy's aggregate cost of capital at 2.24%, so bitcoin has to rise about 2.24% a year to cover it.- On share count versus Strategy, Grain said $ASST is about 7 times after its 24 for 1 split, Nakamoto about 8 times, and Metaplanet 63 times. Listen and follow The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Website: https://dailystackhq.comX: https://x.com/dailystackHQ Not financial advice.

    AMPLIFICATION MASTERCLASS W/ GoS $ASST $MSTR

  3. ৪ দিন আগে

    ¿Por qué tu dinero en pesos te empobrece? Bitcoin en México

    Pamela Posada conversa con Steph Serrano, fundadora de Escuela Bitcoin México y parte de Unlock, sobre por qué ahorrar en pesos te empobrece. Hablan de cómo México ha perdido el valor del peso, cómo explicarle Bitcoin a alguien que nunca lo ha usado, cómo nació Escuela Bitcoin México y los eventos de Unlock para mujeres en Zacatlán, en la Sierra Norte de Puebla. También comparan el ahorro en efectivo, en el banco o en Bitcoin cuando sube la inflación, y qué hacer y qué evitar en tu primer mes en Bitcoin. Este podcast es presentado por Scanley, visibilidad en IA para bancos y cooperativas de crédito. Obtén tu primer mes gratis con el código DAILYSTACK en https://meetscanley.com ¿Vas a sacar un préstamo con BTC? Nuestros amigos de Ledn te ofrecen .25% de descuento sobre sus tasas más bajas con nuestro enlace: https://www.ledn.io/partner/dailystack Capítulos:0:00 Adelanto: lo mejor del episodio0:35 Intro: ¿por qué tu dinero en pesos te empobrece?2:56 Steph Serrano: quién era antes de Bitcoin8:36 Cómo México ha perdido el valor del peso11:40 Cómo explicarle Bitcoin a alguien que nunca lo ha usado14:19 ¿Bitcoin protege contra la pérdida de valor del peso?16:51 Cómo nació Escuela Bitcoin México20:59 Unlock y las mujeres en Bitcoin23:34 Zacatlán: llevar Bitcoin a la Sierra Norte de Puebla27:59 Estrategias para la autonomía financiera de las mujeres30:57 El miedo a perderlo todo33:57 Bitcoin en El Salvador: cobrar como freelancer35:45 Efectivo, banco o Bitcoin cuando sube la inflación39:33 Tu primer mes en Bitcoin: qué hacer y qué evitar43:42 Dónde seguir a Steph y Escuela Bitcoin México46:20 Cierre47:00 Patrocinador: Ledn Puntos clave:- Más que la volatilidad de Bitcoin, lo que debería preocupar es el poder adquisitivo que el peso y las demás monedas latinoamericanas pierden con el tiempo.- Su forma de explicar Bitcoin es desde la experiencia: le descargó una wallet a una amiga que le hizo el cabello y le pagó en Bitcoin.- Con Unlock llevan tecnología y educación financiera a mujeres de Zacatlán de las Manzanas, un pueblo mágico de la Sierra Norte de Puebla.- Pamela cuenta que aprendió Bitcoin en El Salvador para cobrar como freelancer, porque PayPal no era una opción práctica para los salvadoreños.- Para el primer mes, Steph dice que lo primero es el compromiso de querer cambiar tu situación: los materiales sirven solo si los abres. Escucha y sigue The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Sitio web: https://dailystackhq.comX: https://x.com/dailystackHQEsto no es asesoría financiera.

    ¿Por qué tu dinero en pesos te empobrece? Bitcoin en México

  4. ৪ দিন আগে

    $IOVA $2 to $14 | Holy Grail of Cancer Therapy

    Avi Mash hosts Iovance ($IOVA) investor Minnesota Gopher and trader Father of Trades to discuss Iovance's IL-12 tethered TIL program, Amtagvi data in melanoma, non small cell lung cancer, endometrial cancer and sarcoma, FDA CNPV vouchers, a possible Merck buyout, and short selling in biotech. Father of Trades reviews the $IOVA chart and options chain and compares it to $SLS. Minnesota Gopher expects 18 to 22 by year end, and over 30 if a voucher basket is accepted. This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack Chapters:0:00 Intro music4:43 Minnesota Gopher on $IOVA and biotech short selling15:37 IL-12 tethered TIL: holy grail of cancer therapy22:19 Amtagvi frontline push and Keytruda style expansion24:54 Biotech lagging the market and AI in medicine29:06 FDA timelines, China drugs and CNPV vouchers36:08 Iovance buyout, Merck and global distribution44:04 Lung, melanoma, endometrial and sarcoma TIL data56:23 $IOVA chart, volume profile and key levels1:04:10 $IOVA options chain, open interest and gamma ramp1:14:45 $IOVA price targets and the $SLS comparison1:24:21 Father of Trades on BlackBerry QNX and holding winners Key takeaways:- Minnesota Gopher calls Iovance's IL-12 tethered TIL a potential holy grail because, in his view, it could turn cold tumors hot and make them treatable.- Minnesota Gopher cited company figures: a 64.3% response rate in EGFR non small cell lung cancer with Keytruda and a 65.2% response rate in frontline melanoma with Keytruda.- Minnesota Gopher believes Iovance's new FDA and regulatory hires point to a basket submission for CNPV vouchers in non small cell lung cancer, endometrial cancer and sarcoma, and he named Merck as the likeliest acquirer.- Father of Trades read the options chain as pinning $IOVA near $14 in the short term and said a move above $20 could set up a gamma squeeze, as he saw in $SLS.- Father of Trades said scalping profits should be parked in high conviction companies and gains should be protected by taking back cost basis on 10x or 15x winners. Listen and follow The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Website: https://dailystackhq.comX: https://x.com/dailystackHQ Not financial advice.

    $IOVA $2 to $14 | Holy Grail of Cancer Therapy

  5. ৫ দিন আগে

    Bitcoin Price Prediction: Why the Bear Market Is Already Over | Joe Consorti

    Jody Flournoy hosts Bitcoin and macro analyst Joe Consorti on The Daily Stack to discuss the $BTC price near $85K, BlackRock $IBIT inflows, Strait of Hormuz oil exports, FOMC rate hike odds, the 10-year Treasury yield at 5.3%, and Strategy $MSTR, Strive $ASST and $STRC. Consorti argues the bear market is over. He points to falling open interest, a rally of roughly 50% from the $58K low, and Bitcoin rising despite the Treasury market selloff. This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack Chapters:0:00 Preview: Is the Bitcoin Bear Market Over?0:33 Joe Consorti Joins: $BTC Near $85K, Path to $100K2:20 Iran War, Strait of Hormuz and Saudi Oil Exports5:07 BlackRock $IBIT Inflows and the Four Year Cycle7:19 FOMC Rate Hike Odds and Weak US Payrolls10:01 AI Layoffs, Data Centers and Blue Collar Jobs13:45 Bitcoin Open Interest, Leverage and Liquidations18:36 Bull Market Definition: $BTC From $58K to $85K21:57 10 Year Treasury at 5.3% and Bitcoin Rising33:02 Bond Market Leads the Fed, Michael Burry Doomerism39:42 Strategy $MSTR, Strive $ASST, $STRC Treasury Risk46:16 Wrap Up and Ledn Sponsor Message Key takeaways:- Joe Consorti said Bitcoin open interest is about 256,000 BTC, the same level as when price was $77K, which he called a very healthy market structure.- Consorti said Bitcoin rose from $58K to $85K while the 10-year Treasury yield climbed from about 4.2% to 5.3%, which he sees as the market pricing in future monetary easing.- Consorti said Saudi Arabia's oil exports are back to about 6.1 million barrels per day, near pre-war levels, even though Iran reports zero exports.- Consorti said FOMC rate hike odds fell to about 20 to 25% after cool inflation and labor reports. Jody Flournoy noted payrolls came in at 29,000 versus about 90,000 expected.- Jody Flournoy cited the Matt Cole and Robin Seyr discussion: Strategy holds no encumbered Bitcoin and about 18 months of dividend reserves. Consorti said $STRC is almost back at par. Listen and follow The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Website: https://dailystackhq.comX: https://x.com/dailystackHQ Not financial advice.

    Bitcoin Price Prediction: Why the Bear Market Is Already Over | Joe Consorti

  6. ৬ দিন আগে

    Prashanth Chandrashekar of Bringin: How to Live on Bitcoin in 2026

    Can you actually live on bitcoin in 2026? Prashanth Chandrashekar, founder of Bringin, joins Avi Mash and Jody Flournoy on The Daily Stack to explain how he moved from India to Estonia, got paid in bitcoin, how Bringin turns self-custody bitcoin into euros for rent and bills, and why banking is still the hardest part for bitcoin businesses in Europe. He also covers self-custody vs KYC, which wallets make sense for small vs large amounts, agentic payments, and his $200K bitcoin call for the end of 2027. This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack Chapters:0:00 Can you live only on bitcoin?2:04 How Prashanth Chandrashekar found bitcoin6:11 Capital controls: India to Estonia on a bitcoin salary10:38 How Bringin works: bitcoin to euros from self-custody12:52 Bitcoin business banking in the EU is a nightmare16:31 Self-custody vs KYC at Bringin18:27 Which bitcoin wallet to use after the Coldcard incident25:29 Getting merchants to accept bitcoin27:38 Bitcoin price prediction: $200K by end of 202730:52 Bringin for businesses: bitcoin payroll and one statement33:17 Will AI agents pay with bitcoin? Key takeaways:- Bringin lets you sell bitcoin from your own wallet, on-chain or over Lightning, and get euros in your account to pay rent and bills in the EU.- Bringin never holds your bitcoin: to buy through it you need a self-custody wallet, theirs or your own.- For bitcoin businesses in Europe, banks are the bottleneck: one transfer referenced "BTC fees" was enough to get a payment held.- Prashanth argues convenience and security don't have to be opposites, and multisig across several hardware vendors is too hard for mass adoption.- On agentic payments: AI agents paying in bitcoin only takes off once more merchants accept bitcoin. Listen and follow The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Website: https://dailystackhq.comX: https://x.com/dailystackHQNot financial advice.

    Prashanth Chandrashekar of Bringin: How to Live on Bitcoin in 2026

  7. ২ অক্টো

    STRC vs Strive SATA Explained: The Daily Dividend War

    Tim Kotzman of Bitcoin Treasuries joins Jody Flournoy and Halston Valencia on Treasury Talks, fresh off the Bitcoin treasury conference in New York, to compare Strategy's Stretch ($STRC) and Strive's $SATA now that both are moving to daily dividends, and why $STRC fell farther than $SATA. They also discuss whether Strategy could someday buy 10, 20 or 50 billion dollars of Bitcoin a week, Michael Saylor's "need $10M, raise $50M" advice, the Bitcoin hurdle rate, room for new digital credit issuers, tokenization, and the Digital Credit Digital Conference on October 21st. This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack Chapters:0:00 Intro and Bitcoin Treasuries conference recap3:28 Digital Credit Digital Conference announced for Oct 214:07 Advice for builders: go with your gut8:02 Can operating businesses beat the Bitcoin hurdle rate?9:38 Saylor's advice: need $10M, raise $50M12:21 How Strive and Smarter Web differentiate from Strategy15:56 STRC vs SATA: daily dividends and splitting capital18:50 Why STRC fell harder than SATA20:02 Could Strategy buy $10B to $50B of Bitcoin a week?22:43 Is there room for new digital credit issuers?26:44 Tokenization, self custody and the internet of money33:00 Bitcoin treasury, mining and AI audiences overlap Key takeaways:- Tim Kotzman says a narrative at the conference was that just having Bitcoin on your balance sheet isn't enough anymore.- Tim recounts Jeff Walton's story that Michael Saylor advised: if you need $10 million for a business, raise $50 million so you still have $40 million in Bitcoin if it fails.- Jody notes the average investor would not have expected STRC to drop farther than SATA, and points to SATA's daily dividends and no debt as reasons it held up better.- Tim says smaller digital credit issuers would likely need to offer somewhat more than 13% to compete.- Tim views Strategy selling some Bitcoin as a sign of a two way trade and institutional grade management. Listen and follow The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Website: https://dailystackhq.comX: https://x.com/dailystackHQNot financial advice.

    STRC vs Strive SATA Explained: The Daily Dividend War

  8. ১ অক্টো

    Tim Kotzman: Digital Credit, Daily Dividends and Unconference Recap

    Guest Tim Kotzman joins hosts Jody Flournoy and Halston Valencia on Treasury Talks to recap the second Bitcoin Treasuries Unconference in New York and announce the inaugural Digital Credit Digital Conference, streaming on X on October 21 from 10 to 2 Eastern. They compare Strive's $SATA and Strategy's Stretch ($STRC) now that both offer or propose daily dividends, and discuss how smaller Bitcoin treasury companies can differentiate. They also cover tokenization, operating businesses, and why consistency matters for builders in the space. This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack Chapters:0:00 Intro: the story of the money4:42 Treasury Talks welcome with guest Tim Kotzman5:43 Bitcoin Treasuries Unconference season two recap9:54 Digital Credit Digital Conference announced for October 2111:59 When to pivot and why it is time to build in Bitcoin media16:37 Bitcoin hurdle rate vs operating businesses23:14 Fastest horse: how non Strategy treasury companies differentiate27:54 $SATA vs Stretch and daily dividends35:13 Room for new digital credit issuers38:18 Who are we sleeping on: Nakamoto, Twenty One, Tether41:28 Tokenization and 7 day record dates48:06 Consistency advice and how to follow the conference Key takeaways:- The inaugural Digital Credit Digital Conference streams on X on October 21 from 10 to 2 Eastern, with Joe Burnett of Strive, Andrew Webley of Smarter Web and British HODL announced.- Tim said only three companies, Strategy, Strive and Smarter Web, will have digital credit products on major exchanges at the time of the conference.- Jody noted Stretch fell further than $SATA in June, suggesting different risk profiles and a case for diversifying across digital credit products.- Tim argued that just having Bitcoin on the balance sheet is no longer enough and treasury companies need to differentiate.- Tim's advice to builders: pick a cadence you can sustain, even once a month, and commit to it for the long term. Listen and follow The Daily Stack:Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDsApple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653Website: https://dailystackhq.comX: https://x.com/dailystackHQNot financial advice.

    Tim Kotzman: Digital Credit, Daily Dividends and Unconference Recap
সব দেখুন (২৪৭)

বিষয়ে

The Daily Stack is a live weekday program covering Bitcoin, macroeconomics, and global markets. Airing Monday through Friday at 12:30 PM ET, the show delivers real-time market analysis, ETF flow data, institutional news, and in-depth interviews with the executives, investors, and builders driving the Bitcoin economy forward. Hosted by Avi Mash, Jody Flournoy, Rob Wallace and the BitcoinNews.com team, The Daily Stack has built an audience of 300K+ subscribers who rely on the program for accurate, timely coverage at the intersection of Bitcoin and traditional finance. DailyStackHQ.com

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    The Daily Stack