That's My Quant! with Cliff and Harmon

Plaza
  • 0.0 (0)
  • Investing

Every morning the market tells a story. Most people only get the headline. Cliff and Harmon read the whole thing, the filings, the flows, the stuff nobody's talking about yet, and hand it back to you in less than twenty minutes. Smart, fast, occasionally wrong on purpose. Not financial advice. New episode every weekday before the bell.

Episodes

  1. May 6

    Saylor's $12.5B 'Never Sell' Surrender, Squeeze Setup

    Saylor's "never sell" pledge lasted five years and a $12.5B loss. Now Strategy will sell "when advantageous." Also: 67 days of negative Bitcoin funding, Atlas Live's too-late retail map, and Aave's $40M stress test — the protocol survived, the users didn't. (00:00) - Cold Open: Strategy's 'Never Sell' Meets a Margin Call (00:56) - Host Intro (01:39) - Markets Recap: Markets Recap (03:20) - Topic 1: Strategy's 'Never Sell' Meets a Margin Call (07:51) - Topic 2: 67 Days of Negative Bitcoin Funding: Squeeze or Su (11:13) - Topic 3: Atlas Live: A Tool That Could Have Saved Retail (14:23) - Deep Dive: DeFi's Stress Test: The Protocol Survived, The Use (19:11) - Closing

    16 min

  2. May 4

    GameStop's $56B eBay Bid, Stablecoin Moat, Privacy Trap

    The GENIUS Act quietly walls off stablecoin yield for the banks — Allaire is screaming, Armstrong is silent. GameStop wants eBay for $56B (yes, really). SOL Strategies bought a privacy tool with users it never met. Plus: one SEC word, furnished vs. filed, that decides who eats the loss. (00:00) - Cold Open: Stablecoin yield ban (01:21) - Host Intro (01:52) - Markets Recap: Markets recap (04:50) - Topic 1: Stablecoin yield ban (11:55) - Topic 2: GameStop's eBay bid (16:40) - Topic 3: SOL Strategies privacy acquisition (21:50) - Deep Dive: 'Furnished' vs. 'filed' SEC nuance (26:56) - Closing

    22 min

  3. May 2

    Exponent's $5M Seed, Strategy Vault Déjà Vu

    Multicoin just dropped $5M into Solana's Exponent. Cliff geeks out on the on-chain rate order book. Harmon clocks the 2022 strategy-vault ghost — and the guy who asked him if Anchor's 20% was safe. The interface won't tell you which yield is real. (00:00) - Cold Open: Dogecoin Outperforms Bitcoin (00:41) - Host Intro (01:08) - Markets Recap (02:36) - Topic 1: Dogecoin Outperforms Bitcoin (06:57) - Topic 2: CLARITY Act Stablecoin Yield Ban (11:44) - Topic 3: GameStop Eyes eBay (13:56) - Deep Dive: CLARITY Act Deep Dive: The Bona Fide Loophole (17:52) - Closing

    13 min
  • 3 Episodes

About

Every morning the market tells a story. Most people only get the headline. Cliff and Harmon read the whole thing, the filings, the flows, the stuff nobody's talking about yet, and hand it back to you in less than twenty minutes. Smart, fast, occasionally wrong on purpose. Not financial advice. New episode every weekday before the bell.

Information

  • Creator
    Plaza
  • Years Active
    2K
  • Episodes
    3
  • Rating
    Clean
  • Copyright
    © 2026 Plaza