TraderMerlin

Merlin Rothfeld
  • 5.0 (36)
  • Investing
  • Updated Daily

A live daily podcast covering nearly every aspect of the financial markets. My guests and I cover stocks, futures, forex, cryptocurrency, real estate, long term investing and much more! Join us live on youtube at 2pm daily!

  1. 7h ago

    Digital Asset Outlook with Matt Hougan – 10/1/26

    Crypto is changing—and the next phase may look very different from the one that got us here. Today on TraderMerlin, I'm joined by Matt Hougan, Chief Investment Officer at Bitwise Asset Management, for a deep dive into the current state of cryptocurrency and digital assets—and where this rapidly evolving market may be headed next. Matt brings a particularly interesting perspective to this conversation. Before becoming CIO of Bitwise, he was CEO of ETF.com and has spent years working at the intersection of ETFs, institutional investing and digital assets. Today, Bitwise manages billions of dollars across crypto ETFs, private funds, separately managed accounts, staking strategies and other digital-asset investment products. In other words, Matt has a front-row seat to one of the biggest transformations taking place in financial markets: Crypto is moving from speculation toward financial infrastructure. We'll talk about Bitcoin and the current crypto market, but I want to go much further than simply asking where BTC goes next. We'll discuss: Crypto Regulation – After the failure of the CLARITY Act, what happens next? Can the SEC and CFTC provide enough regulatory certainty without Congress? Bitcoin & Ethereum ETFs – How ETFs have changed institutional access to crypto and what investor flows are telling us Institutional Adoption – Are pensions, endowments, RIAs, family offices and other major investors actually increasing their exposure? Tokenization – Could stocks, bonds, real estate and other traditional assets ultimately move onchain? Stablecoins – Are they simply digital dollars—or the foundation of an entirely new financial system? Wall Street Goes Onchain – What happens when traditional finance and decentralized finance begin to converge? Beyond Bitcoin – Where Matt sees opportunity across Ethereum, Solana, DeFi and the broader digital-asset ecosystem Crypto ETFs – What's next as Wall Street continues expanding the menu of regulated crypto investment products? The Next Crypto Cycle – Will the next major move be driven by speculation—or real-world adoption? And this last point may be the most important. For years, crypto investors have been waiting for "the institutions" to arrive. But maybe we're asking the wrong question. What happens when institutions don't simply invest in crypto—but actually begin using blockchain technology to rebuild parts of the financial system? Tokenized securities. 24/7 markets. Instant settlement. Stablecoin payments. Onchain lending. Crypto ETFs. Institutional DeFi. Those aren't just different ways of trading Bitcoin. They're potentially different ways of running financial markets. And that's exactly what I want to explore with Matt. Listen now: 👉 Digital Asset Outlook with Matt Hougan We'll separate the hype from what's actually happening, examine where institutional money is moving and discuss what investors should be watching as traditional finance and digital assets continue to converge. Whether you're trading Bitcoin, investing through ETFs or simply trying to understand where the financial system is heading, this is a conversation you won't want to miss. Hit Like, Subscribe, and send in your questions for Matt and the next TraderMerlin show! 🔖 Tags #TraderMerlin #MattHougan #Bitwise #Bitcoin #BTC #Ethereum #ETH #Crypto #Cryptocurrency #DigitalAssets #CryptoETFs #BitcoinETF #EthereumETF #Tokenization #Stablecoins #Blockchain #DeFi #InstitutionalInvesting #WallStreet #OnchainFinance #CryptoRegulation #SEC #CFTC #CLARITYAct #Solana #FinancialMarkets #Trading #Investing #MarketAnalysis #FinancialEducation Email – TraderMerlin@gmail.com Follow TraderMerlin: Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg Trading Applications used: -          Tradingview

  2. 3d ago

    Nvidia Massive Share Buyback! - 09/28/26

    How confident is Nvidia in Nvidia? Apparently...$150 BILLION confident. Nvidia just announced a massive $150 billion increase to its share-repurchase authorization, bringing its remaining buyback authorization to roughly $235 billion. That makes this one of the biggest share-buyback stories we've ever seen. But before you automatically assume that's bullish, there's a much more interesting question: Why does a company at the center of the AI boom believe buying its own stock is one of the best uses of its enormous cash flow? On today's TraderMerlin, we're digging into Nvidia's announcement and what a buyback of this magnitude could mean for NVDA shareholders, earnings per share, share count and ultimately valuation. And Nvidia isn't the only big story moving markets today. President Trump says the administration is "very seriously" considering restrictions on U.S. diesel exports as diesel prices remain painfully high. At first glance, the logic seems simple: Stop exporting diesel → keep more supply in America → diesel prices fall. But markets are rarely that simple. Restricting exports could alter refinery economics, potentially reduce refinery runs and change the supply dynamics for gasoline, jet fuel and crude oil. In other words, a policy designed to lower one fuel price could create unintended consequences somewhere else. We'll break down: Nvidia's $150 Billion Buyback – Why Nvidia is making such an enormous commitment to repurchasing shares $235 Billion Remaining – What the total authorization could mean for NVDA's share count and EPS AI Competition – Is the buyback simply confidence—or does Nvidia see its own stock as particularly attractive? Diesel Export Ban? – What Trump is considering and why the consequences could be more complicated than they appear Oil & Inflation – How higher energy prices could keep inflation pressures alive Gold Troubles – Why gold is getting crushed despite geopolitical uncertainty Treasury Yields – Why the 10-year pushing above 5% matters for virtually every asset class The Federal Reserve – Why rising oil and persistent inflation are increasing expectations for additional rate hikes Stocks – What higher yields mean for equity valuations, particularly expensive technology companies Trading Opportunities – Where volatility may create opportunities across stocks, bonds, commodities and currencies And gold may be one of the most interesting stories of the day. Gold is supposed to be an inflation hedge and a safe haven. We have geopolitical uncertainty. We have rising oil prices. We have inflation concerns. And gold is still getting hammered. Why? Because higher inflation expectations are pushing markets toward the possibility of additional Fed tightening. That pushes Treasury yields and the dollar higher, increasing the opportunity cost of owning an asset that pays no interest. It's another reminder that markets don't trade on simple narratives. They trade on relationships. Oil rises → inflation concerns rise → rate-hike expectations rise → Treasury yields rise → the dollar strengthens → gold comes under pressure. Meanwhile, those same higher yields create another valuation hurdle for the stock market. So yes, Nvidia's $150 billion buyback is the headline. But underneath it is a much bigger market story involving AI, energy, inflation, interest rates, bonds, gold and equities. Listen now: 👉 Nvidia Massive Share Buyback! There's a lot moving today. Let's connect the dots. Hit Like, Subscribe, and send in your questions for the next TraderMerlin show! 🔖 Tags #TraderMerlin #Nvidia #NVDA #ShareBuyback #StockBuyback #ArtificialIntelligence #AIStocks #Semiconductors #Diesel #Oil #CrudeOil #EnergyMarkets #Gold #GoldPrice #TreasuryYields #BondMarket #FederalReserve #FOMC #RateHikes #Inflation #InterestRates #StockMarket #SP500 #Nasdaq #Trading #Investing #MarketAnalysis #FinancialEducation   Email – TraderMerlin@gmail.com Follow TraderMerlin: Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg Trading Applications used: -          Tradingview

  3. 6d ago

    Trading Week Wrap Up! - 09/25/26

    Another week in the books—and there was definitely no shortage of market-moving headlines. Interest rates are moving higher. Treasury yields are hitting levels we haven't seen in years. Economic data continues to challenge the idea that the economy is slowing dramatically. Tesla has fresh news out of Europe. And after all the anticipation surrounding the Trump-Xi meeting, the United States and China have bought themselves a little more time with another extension of their trade truce. So what actually matters to traders? On today's TraderMerlin, we're cutting through the noise and breaking down the biggest stories of the week, what they mean for the markets and, of course, updating some of my own trades along the way. Perhaps the biggest story remains interest rates. The Federal Reserve raised rates last week, and Fed officials are projecting another hike before the end of the year. Meanwhile, Treasury yields have continued pushing higher, with the long end of the curve reaching levels we haven't seen in decades. That's important because higher yields ripple through virtually everything—mortgages, corporate borrowing, consumer credit, stock valuations and ultimately the economy. And the economic data isn't necessarily giving the Fed a reason to back away. Initial jobless claims remain historically low, business investment has remained resilient and inflation continues to be the wild card. What happens if the economy stays strong enough that the Fed has to keep tightening? That's one of the big questions hanging over this market. We'll also dig into Tesla, where European regulators have delayed a broader decision on Tesla's supervised Full Self-Driving system. For a company increasingly valued not simply as an automaker but as an AI, robotics and autonomous-driving story, regulatory approval matters. Then there's China. After months of tariffs, threats and negotiations, President Trump and President Xi met in Washington this week. The result was another two-month extension of the U.S.-China trade truce, pushing the deadline to January 10. That's good news in the sense that another escalation has been avoided—for now. But many of the biggest issues remain unresolved. We'll discuss: Interest Rates – Why Treasury yields continue pushing higher The Federal Reserve – Is another rate hike coming before year-end? Economic Data – What the latest numbers tell us about the strength of the U.S. economy Inflation – Why it remains the key variable for markets and monetary policy Tesla – The latest FSD news and what it could mean for the bigger Tesla story U.S.–China Trade – What actually came out of the Trump-Xi summit The China Truce – Progress toward a real deal—or simply kicking the can down the road? Stocks & Bonds – What rising yields mean for equity valuations My Trades – Updates on my current positions, what's working, what isn't and where I'm managing risk Next Week – The major economic reports and market catalysts traders should have on their radar There are plenty of individual headlines this week. But underneath them is one much bigger question: Can this market continue pushing higher if interest rates and bond yields keep moving higher with it? That's the battle I'm watching. Because headlines come and go. Price, risk and opportunity are what ultimately matter. Listen now: 👉 Trading Week Wrap Up Hit Like, Subscribe, and send in your questions for the next TraderMerlin show! 🔖 Tags #TraderMerlin #TradingWeekWrapUp #StockMarket #FederalReserve #FOMC #InterestRates #TreasuryYields #BondMarket #Inflation #EconomicData #Tesla #TSLA #ElonMusk #FSD #China #Trump #XiJinping #USChinaTrade #Tariffs #TradeWar #SP500 #Nasdaq #DowJones #Trading #Investing #TechnicalAnalysis #MarketAnalysis #TradeUpdates #FinancialEducation   Email – TraderMerlin@gmail.com Follow TraderMerlin: Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg Trading Applications used: -          Tradingview

  4. Sep 24

    Market Top Like 2022? - 09/24/26

    We've seen this movie before...or have we? A viewer recently sent me an interesting comparison between the 2022 stock-market top and what we're seeing in the market today. At first glance, there are some similarities that are difficult to ignore. Stocks have enjoyed a powerful run. Valuations are elevated. Inflation is creating problems again. Treasury yields are surging. And perhaps most importantly, the Federal Reserve has started raising interest rates again. Sound familiar? On today's TraderMerlin, we're pulling up the charts and putting 2022 vs. 2026 side by side. Not because history has to repeat itself—but because understanding what caused the 2022 bear market can help us identify which warning signs actually matter today. Remember what happened in 2022. The Federal Reserve began raising rates in March and ultimately delivered an extraordinary 425 basis points of tightening during the year. Bond yields surged, liquidity tightened, valuations compressed and the S&P 500 eventually fell roughly 25% from its peak, while many technology and speculative-growth stocks suffered significantly larger declines. Now fast-forward to today. The Fed has begun another tightening cycle. The 10-year Treasury yield has pushed above 5%, borrowing costs are rising, inflation pressures remain a concern and markets are increasingly pricing the possibility of additional rate hikes. Meanwhile, the major indexes remain relatively close to record territory. So... Are we watching the early stages of another 2022—or are traders making the classic mistake of forcing today's chart to fit yesterday's story? That's the question we're tackling today. We'll discuss: 2022 vs. 2026 – What the two market environments actually have in common The Federal Reserve – Why the speed and magnitude of rate hikes matter more than simply saying "rates are going up" Treasury Yields – What the move above 5% could mean for equity valuations Inflation – The common denominator behind both tightening cycles Market Structure – Are today's indexes showing the same deterioration we saw around the 2022 top? Technology & AI – Could today's highly valued growth leaders face the same valuation compression that crushed tech in 2022? Market Concentration – What happens when a relatively small group of enormous companies drives index performance? Technical Analysis – What price, momentum, support and resistance are actually telling us Risk Management – What traders can learn from 2022 without blindly assuming history will repeat itself And there's an important distinction here. Similar charts don't necessarily produce similar outcomes. In 2022, the Fed was launching one of the most aggressive tightening campaigns in decades. Today's tightening cycle has only just begun, corporate earnings remain an important support for equities, and we don't yet know how far the Fed will ultimately have to go. That's why the question isn't: "Is this exactly 2022?" It's: "Which conditions made 2022 so destructive—and how many of those conditions are beginning to appear again?" Because if enough pieces start falling into place, traders shouldn't need a 25% decline to tell them something has changed. Listen now: 👉 Market Top Like 2022? We'll compare the charts, examine the macro backdrop and separate legitimate warning signs from superficial similarities. History doesn't have to repeat. But when it starts to rhyme, it's probably worth listening. Hit Like, Subscribe, and send in your questions for the next TraderMerlin show! 🔖 Tags #TraderMerlin #MarketTop #StockMarket #SP500 #Nasdaq #2022Crash #MarketCorrection #BearMarket #FederalReserve #FOMC #RateHikes #InterestRates #TreasuryYields #10YearYield #Inflation #AIStocks #TechStocks #Magnificent7 #TechnicalAnalysis #MarketHistory #RiskManagement #Trading #Investing #MarketAnalysis #FinancialEducation     Email – TraderMerlin@gmail.com Follow TraderMerlin: Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg Trading Applications used: -          Tradingview

  5. Sep 23

    Bond Trouble! - 09/23/26

    The bond market is flashing another warning—and stocks are starting to pay attention. Treasury yields surged again today, with the 10-year yield climbing above 5.1% to its highest level since 2007, while shorter-term yields also pushed higher as traders increased their expectations for additional Federal Reserve rate hikes. On today's TraderMerlin, we're digging into the bond selloff and asking a critical question: How high can yields go before something in the broader market starts to break? Just one week after the Federal Reserve raised rates for the first time in more than three years, the bond market appears to be saying the Fed may not be finished. Inflation remains elevated. Economic activity has remained surprisingly resilient. Oil prices are back above $100. And today's strong business-activity data added another reason for traders to reconsider how aggressive the Fed may need to be. That combination is pushing yields higher—and creating another major headwind for equities. Why? Because Treasury yields don't exist in a vacuum. Higher yields mean higher mortgage rates, higher corporate borrowing costs, more expensive consumer credit and a higher discount rate on future corporate earnings. They also give investors a more attractive alternative to stocks. That's particularly important for expensive growth and technology companies whose valuations depend heavily on earnings expected years into the future. We'll break down: The Bond Selloff – Why Treasury prices are falling and yields are surging 10-Year Treasury – What a move above 5% means for financial markets The Federal Reserve – Why markets are increasingly pricing additional rate hikes Inflation – How persistent price pressures are changing the interest-rate outlook Oil – Why $100+ crude could complicate the Fed's inflation fight Stocks – Why rising yields create pressure on the S&P 500 and Nasdaq Technology – Why high-valuation growth stocks can be particularly sensitive to higher rates Mortgages & Housing – How rising Treasury yields filter through to consumers The Yield Curve – What the movement in short- versus long-term rates is telling us Trading Opportunities – Where risk—and opportunity—may emerge if rates remain higher for longer The Federal Reserve controls the overnight Fed Funds rate. The bond market controls a much bigger part of the financial system. And right now, the bond market is sending a message: Rates may be staying higher for longer—and perhaps going higher still. The question isn't simply whether the Fed hikes again. It's whether financial markets are properly priced for what happens if they do. Listen now: 👉 Bond Trouble! Inside the episode: Treasury yields 10-year and 30-year bonds Federal Reserve rate hikes Inflation Oil prices Interest-rate expectations Stock-market pressure Technology valuations Mortgage rates Yield curve Trading opportunities When bonds start moving like this, traders need to pay attention. Because sometimes the biggest warning for the stock market... comes from the bond market first. Hit Like, Subscribe, and send in your questions for the next TraderMerlin show! 🔖 Tags #TraderMerlin #BondTrouble #BondMarket #TreasuryYields #10YearYield #30YearYield #FederalReserve #FOMC #RateHikes #InterestRates #Inflation #OilPrices #CrudeOil #StockMarket #SP500 #Nasdaq #TechStocks #MortgageRates #YieldCurve #FixedIncome #Trading #Investing #MarketAnalysis #FinancialEducation     Email – TraderMerlin@gmail.com Follow TraderMerlin: Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg Trading Applications used: -          Tradingview

  6. Sep 21

    United State of Greenland?! - 09/21/26

    Greenland isn't becoming the 51st state—but something very significant just changed in the Arctic. President Trump announced a new agreement between the United States, Denmark and Greenland that would dramatically expand America's long-term security role on the world's largest island. Trump says the agreement gives the United States "permanent control" over Greenland's security, while Denmark and Greenland maintain that Greenland remains sovereign and the agreement strengthens NATO's broader role in defending the Arctic. So what exactly did the United States get? And perhaps more importantly for investors... Where is the opportunity? On today's TraderMerlin, we're breaking down the new Greenland agreement and looking beyond the political headlines at the enormous strategic and economic importance of the Arctic. Greenland sits in an increasingly important position between North America, Europe and Russia. It's critical for missile detection, space surveillance, North Atlantic defense and the rapidly changing Arctic shipping environment. But underneath all that ice is another major part of this story: Critical minerals. Rare earths, graphite, zinc, uranium and other strategic resources have made Greenland increasingly important as the United States and Europe attempt to reduce their dependence on China for materials essential to semiconductors, artificial intelligence, batteries, defense systems and advanced manufacturing. And Wall Street is already paying attention. We'll discuss: The Greenland Deal – What Trump announced and what we actually know so far "Permanent Control?" – What the agreement appears to give the United States—and what it doesn't NATO & Arctic Security – Why Greenland matters in the strategic competition involving Russia and China Pituffik Space Base – Why America's existing military presence is so important Critical Minerals – Greenland's potentially enormous rare-earth and strategic-resource deposits China – Why reducing dependence on Chinese mineral processing has become a national-security priority Mining Stocks – Why Greenland-related rare-earth companies are suddenly attracting investor attention Infrastructure – Ports, airports, energy, construction and logistics could become part of the investment story The Opportunity – Which sectors could benefit if Western investment into Greenland accelerates? And this may ultimately be the most important part of the story. What if Greenland isn't really about acquiring land? What if it's about controlling strategic access to the Arctic for the next 50 years? The Arctic is becoming increasingly important economically, militarily and geopolitically. And when governments begin committing money, infrastructure and military resources to a region, markets usually aren't far behind. Listen now: 👉 United State of Greenland?! Inside the episode: Trump & Greenland U.S.–Denmark–Greenland security agreement NATO and Arctic security Russia & China Critical minerals and rare earths Mining opportunities Arctic infrastructure Defense and aerospace Supply-chain security Potential investment opportunities Greenland may never become part of the United States. But it could become far more important to the United States—and to investors. Hit Like, Subscribe, and send in your questions for the next TraderMerlin show! 🔖 Tags #TraderMerlin #Greenland #Trump #Arctic #NATO #Denmark #Geopolitics #NationalSecurity #CriticalMinerals #RareEarths #MiningStocks #China #Russia #Pituffik #DefenseStocks #ArcticSecurity #SupplyChain #Commodities #Investing #Trading #StockMarket #MarketAnalysis #FinancialEducation   Email – TraderMerlin@gmail.com Follow TraderMerlin: Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg Trading Applications used: -          Tradingview

  7. Sep 18

    Trading Week Wrap Up! - 09/18/26

    What a week. The Federal Reserve is hiking rates again, inflation remains stubborn, Washington is rewriting the rules for digital assets, Bitcoin is moving, and the Magnificent Seven are starting to tell very different technical stories. On today's TraderMerlin, we're wrapping up one of the more consequential trading weeks we've seen recently and connecting the dots between monetary policy, inflation, technology, crypto and the trades I'm personally watching. The biggest story was clearly the Federal Reserve. The Fed raised rates 25 basis points to 3.75%–4.00%, marking its first rate hike in more than three years. But the quarter-point increase itself isn't the important part. The important question is: Is this one hike—or the beginning of another tightening cycle? That question became even more important after the latest inflation numbers. August CPI rose 0.4% for the month and 3.4% year-over-year, while producer prices increased 0.4% for the month and 5.4% over the past year. Inflation isn't dead. And if prices continue pushing higher, the Fed may have more work to do. Meanwhile, the digital-asset world had a massive week of its own. The CLARITY Act ran into trouble in Washington, the battle over stablecoin yield and community-bank deposits intensified, and the SEC rolled out its new Innovation Exemption, opening the door for certain tokenized U.S. stocks to trade onchain through permissioned automated market makers and liquidity pools. Crypto isn't just sitting on the outside of traditional finance anymore. The infrastructure is beginning to merge. We'll break down: The Fed – Why rates went higher and what could come next Inflation – What CPI and PPI are telling us about the road ahead Digital Assets – CLARITY, stablecoins, SEC/CFTC developments and tokenization Bitcoin & Crypto – What the changing regulatory landscape means for traders Magnificent Seven Technicals – Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta and Tesla Market Leadership – Are the Mag 7 still driving this market—or is leadership beginning to fracture? My Trades – Updates on the positions I'm currently watching, what's working, what isn't and how I'm managing risk The Magnificent Seven may be especially important here. For years, traders could almost treat these companies as a single trade. That's changing. Some charts remain technically strong while others are showing very different momentum, support and resistance structures. That divergence can tell us a lot about what's happening underneath the major indexes. And, as always, I'll finish with updates on my own trades—because analyzing markets is one thing. Putting your money on the line is another. Listen now: 👉 Trading Week Wrap Up! Inside the episode: Fed rate hike Inflation & interest rates Digital-asset regulation SEC & CFTC Stablecoins Bitcoin Magnificent Seven technical analysis Trade updates What traders should watch next week One week. A lot of moving pieces. Let's connect the dots. Hit Like, Subscribe, and send in your questions for the next TraderMerlin show! 🔖 Tags #TraderMerlin #TradingWeekWrapUp #FederalReserve #FOMC #FedRateHike #InterestRates #Inflation #CPI #PPI #Bitcoin #BTC #Crypto #DigitalAssets #CLARITYAct #Stablecoins #SEC #CFTC #Tokenization #Magnificent7 #Nvidia #NVDA #Tesla #TSLA #Apple #AAPL #Microsoft #MSFT #Amazon #AMZN #Meta #META #Google #GOOGL #StockMarket #SP500 #Nasdaq #Trading #Investing #TechnicalAnalysis #MarketAnalysis   Email – TraderMerlin@gmail.com Follow TraderMerlin: Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg Trading Applications used: -          Tradingview

  8. Sep 17

    Digital Asset Debrief - 09/17/26

    The digital-asset world is moving fast—and this week gave us plenty to talk about. The CLARITY Act may have stalled in Congress, but regulators aren't exactly sitting around waiting. On today's TraderMerlin, we're doing a full Digital Asset Debrief, breaking down several major developments that could reshape cryptocurrency, tokenization, stablecoins and the broader financial system. Perhaps the biggest development comes from the SEC, which just introduced an Innovation Exemption designed to allow experimentation with onchain trading of tokenized U.S. stocks. Think about that for a moment. We're not talking about some theoretical blockchain project anymore. We're talking about stocks listed on major U.S. exchanges potentially being traded onchain. Meanwhile, the SEC and CFTC are signaling that they intend to keep moving forward with digital-asset rules even though Congress failed to advance the CLARITY Act. We'll discuss: SEC Innovation Exemption – What today's announcement means for tokenized stocks and blockchain-based markets SEC & CFTC – Can regulators create meaningful crypto rules even without the CLARITY Act? The CLARITY Fallout – Where does crypto market-structure legislation go from here? Stablecoins vs. Banks – Could stablecoin yield really drain deposits from community banks and reduce small-business lending? Bitcoin Reserve – Where does the U.S. Strategic Bitcoin Reserve stand, and what could it ultimately mean for Bitcoin? Tokenization – Are traditional financial markets moving onchain faster than most investors realize? Institutional Adoption – What happens when crypto stops being a separate asset class and starts becoming part of the infrastructure of Wall Street? The stablecoin debate is particularly fascinating. Banks argue that yield-bearing stablecoins could pull deposits out of community banks, reducing the capital available for mortgages, agricultural loans and small-business lending. Crypto advocates argue that banks are simply trying to protect their low-cost deposits from competition. So who's right? And more importantly... Should Washington protect the existing financial system—or force it to compete with the new one? That's the bigger story behind today's headlines. For years, the debate was whether cryptocurrency would survive regulation. That question increasingly feels outdated. The new question is what the financial system looks like when crypto, tokenization, stablecoins and traditional markets begin merging together. Listen now: 👉 Digital Asset Debrief Inside the episode: SEC's new Innovation Exemption CFTC & SEC crypto regulation CLARITY Act fallout Stablecoins vs. community banks Stablecoin yield U.S. Strategic Bitcoin Reserve Tokenized stocks Institutional adoption The future of digital-asset markets Crypto isn't just trying to disrupt Wall Street anymore. Increasingly, it's becoming part of Wall Street. Hit Like, Subscribe, and send in your questions for the next TraderMerlin show! 🔖 Tags #TraderMerlin #DigitalAssets #Bitcoin #BTC #Crypto #Cryptocurrency #Stablecoins #Tokenization #CLARITYAct #SEC #CFTC #Blockchain #StrategicBitcoinReserve #BitcoinReserve #TokenizedStocks #OnchainFinance #DeFi #USDC #FinancialMarkets #WallStreet #CryptoRegulation #Trading #Investing #MarketAnalysis #FinancialEducation   Email – TraderMerlin@gmail.com Follow TraderMerlin: Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg Trading Applications used: -          Tradingview

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5
out of 5
36 Ratings

About

A live daily podcast covering nearly every aspect of the financial markets. My guests and I cover stocks, futures, forex, cryptocurrency, real estate, long term investing and much more! Join us live on youtube at 2pm daily!

Information

  • Creator
    Merlin Rothfeld
  • Years Active
    2020 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Show Website
    TraderMerlin

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