The Daily Stack

Daily News on Bitcoin | Stock Market | Artificial Intelligence
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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. 12h ago

    Big Tech Earnings: Can AI Deliver on the Hype?

    JFDI and Father of Trades join Avi Mash for big tech earnings week. They break down why Meta round-tripped after a $25 billion stock sale and a $97 billion raise, what Microsoft's reported layoffs mean for AI and jobs, and the memory trade in Micron and SK Hynix. They also compare Robinhood, SoFi and Coinbase, make their calls on Microsoft and Amazon earnings, explain how the Anthropic IPO could pull the broader market down, and dig into the CCXI deal for Agility Robotics and Cingulate (CING). Timestamps:0:00 Intro0:15 Cold open0:45 Welcome: big tech earnings week2:52 AI spending and whether the AI trade is over5:51 Why Meta round-tripped: stock sale, $97B raise, negative FCF6:34 Microsoft layoffs and AI replacing jobs8:22 Microsoft moat and agentic AI9:22 Memory names: DRAM, SK Hynix, Micron flows12:33 Robinhood vs SoFi vs Coinbase14:52 Amazon and QQQ: the big pivot zone16:47 Why mid-November could trend19:27 Midterms and market returns22:12 Earnings predictions: Microsoft and Amazon24:30 Caterpillar, Exxon, Chevron, Reddit25:44 Anthropic IPO could look like the SpaceX IPO26:44 ServiceNow chart27:49 CCXI DSPAC: Agility Robotics31:31 CING: Cingulate ADHD drug catalyst33:33 Wrap and Ledn 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.

    Big Tech Earnings: Can AI Deliver on the Hype?

  2. 1d ago

    The $1 Trillion AI Test: Is Wall Street in Trouble?

    Avi Mash and Jody Flournoy dig into Anthropic's S1 numbers ($141B raised, $575M a month in free cash flow), Elon Musk saying debt markets have shut for companies without real revenue, and what a $1.5T Anthropic valuation would mean for Google, Microsoft and Amazon. They cover the Tesla and SpaceX merger talk, earnings week (Microsoft, Alphabet, Amazon, Robinhood, Reddit) and Eli Lilly's GLP-1 moat at $1.2T. Then Bitcoin: Strive buying 6,182 BTC while Strategy paused its buys to buy back STRC, and why they won't buy the Anthropic IPO on day one. Timestamps:0:00 Intro0:40 Welcome back, Jody's big week2:29 Bitcoin chop, Iran and oil4:36 Anthropic, Elon's tweet and the neoclouds8:09 Elon: debt markets are shut for companies without revenue10:17 Anthropic's S1: $141B raised, $575M a month in free cash flow13:50 SpaceX revenue and Starlink16:15 Dom Rinaldi on SpaceX, Tesla-SpaceX merger odds18:46 Shorting SpaceX at the IPO, watch out for IPOs20:47 Tesla up 6.5% on SpaceX rumors21:44 Earnings week: Microsoft, Alphabet, Amazon, Robinhood, Corning23:29 Hyperscalers own Anthropic, $210B for Google24:25 Reddit earnings Thursday25:54 Eli Lilly at $1.2T and the GLP-1 moat30:08 Viking Therapeutics and retatrutide33:56 Strive buys 6,182 BTC35:20 Strategy pauses Bitcoin buys, STRC buybacks38:36 Ledn39:40 Prediction markets40:44 Anthropic IPO market cap bets42:13 What to watch this week43:08 Don't buy the Anthropic IPO 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.

    The $1 Trillion AI Test: Is Wall Street in Trouble?

  3. 4d ago

    Adrian Morris on AI, $ASST, $MSTR and $SATS

    Jody and Avi sit down with Adrian Morris of True North, who wrote the long research paper on Strategy's Stretch buybacks. He compares Strive's new SATS preferred (15% fixed) with Stretch, explains why his modeling found the Stretch buybacks indistinct from zero on price, and why he doesn't see MSTR common stock buybacks moving the needle either. Then the AI question: whether AI capex and raises like Nebius are pulling capital out of bitcoin (his take is that expectations are the real risk, not a rotation), what Metaplanet needs to win back retail trust, why converts come back once bitcoin is much bigger, Vivek Ramaswamy's idea of putting part of Ohio's pensions in bitcoin, and a future where bitcoin sits at $500K and no one blinks. They close on Q4, Adrian's case that AI is about 98.5% of the way to AGI and only needs to be a genius, not a god machine, and rising above AI slop. Timestamps:0:00 Intro0:14 Cold open0:41 Welcome: Adrian Morris of True North joins1:29 Strive's new $SATS preferred vs Strategy's Stretch5:02 Why $MSTR common stock buybacks won't move the price10:35 Is AI draining capital from Bitcoin? (Nebius raise)14:49 Stretch buybacks: indistinct from zero16:47 Metaplanet and winning back retail trust19:30 Adapt, don't react: Saylor and retail on X21:42 Converts are coming back25:49 Midterms, Vivek and Ohio pensions30:49 What moves the needle for the next 10 million Bitcoiners33:59 Bitcoin at $500K and no one blinks35:25 Q4 outlook: SpaceX, AI capex and Bloom Energy41:56 How most people will actually use AI49:53 AI is 98.5% of the way to AGI51:29 We need a genius, not a god machine54:24 Rising above the AI slop and wrap-up 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.

    Adrian Morris on AI, $ASST, $MSTR and $SATS

  4. 5d ago

    Jeff Walton on Strive $SATS and British HODL on $MSTR

    Jody sits down with Jeff Walton, Chief Risk Officer at Strive, to break down SATS, Strive's new fixed rate perpetual preferred that pays $15 per share a year (15% at its $100 par) and sits junior to SATA. Jeff walks through how it compares with SATA and Strategy's Stretch, why he sees capital and capital structure as Strive's moat, and what changed after the warrants expired on October 13 with about 94% of that capital, roughly $700 million, in the door. Then British HODL joins to talk Strategy using cash to buy back Stretch and trusting management, why he says serious capital isn't going into self custody after two of his videos moved $130 to $150 million into IBIT, Grant Cardone's blend of real estate and bitcoin, and why he sees $126K as a mid-cycle top on the way to his $340K target. Timestamps:0:00 Intro0:13 Cold open0:42 Jeff Walton, Chief Risk Officer at Strive, joins1:15 What SATS is: Strive's new fixed rate perpetual preferred2:36 Why SATS sits junior to SATA3:45 SATA and Stretch as a bitcoin money market8:34 AI and the end of technological moats9:40 Can JP Morgan or BlackRock copy Strive's capital structure?13:06 The expired warrants and what comes next for SATS17:57 How retail investors can get into bitcoin finance19:12 Jeff's story of a $4 billion fraud investigation21:33 British HODL joins22:19 How are you going to pump my bags? Treasury company CEOs27:08 Trusting the management team as an equity investor29:23 From a billion to a trillion dollar company30:28 Self custody after the Coldcard incident34:03 Coldcard vs IBIT: two business models34:43 Moving cold storage into IBIT for covered call income35:46 Why real estate is finished38:51 The Fed, rate cuts and Warsh40:43 Bitcoin and the 200 week moving average42:18 What the midterms mean for markets45:50 Diversifying your bitcoin stack47:03 British HODL's private community49:30 Risk beyond the base layer: treasury companies then and now54:24 The New York panel with Robert Mitchnick and $15.5 trillion in the room56:59 Execution over spreadsheets1:00:31 Where to find British HODL and the close 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.

    Jeff Walton on Strive $SATS and British HODL on $MSTR

  5. Oct 20

    Tech Earnings Preview with @JFDI and @FatherOfTrades

    JFDI and Father of Trades join Avi for a tech earnings preview. They cover BlackBerry's QNX royalty backlog hitting $1.25 billion, the AI infrastructure trade (Nebius, CoreWeave, IREN, AAOI, Aehr), why Father of Trades is shorting SpaceX into its earnings tonight (no profit yet, heavy spending and a 28% share unlock), Tesla's PE of 329 ahead of its report, Netflix, Texas Instruments and Meta's capex. Then KT, CEO of Astro Intelligence, talks building Astro on multiple AI models, why he still sees Meta reaching $1,000 by early 2027 even with 900 calls capping it this year, CoreWeave getting back to about $85, the SPY levels he's watching around 770 to 772, and Alphabet into Meta's earnings. Timestamps:0:00 Intro0:13 Cold open: best moments0:38 Tech earnings week: what we are watching1:13 BlackBerry QNX news3:29 Is Big Tech AI capex priced in?6:43 SpaceX IPO expectations14:33 Netflix earnings preview17:54 Tesla earnings: robotaxi, Uber and EVs25:36 Meta, AI agents and the road to $1,00030:36 Meta options flow and positioning36:20 Texas Instruments and memory chips39:15 KT joins: Anthropic and OpenAI IPOs43:46 Astro Intelligence AI trading demo51:29 Astro pricing and waitlist53:05 SPY levels into the midterms56:10 Meta capped at 900? CoreWeave and the $1,000 target59:13 SpaceX and Tesla merger: 3D chess1:02:24 Play of the week: Google calls 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.

    Tech Earnings Preview with @JFDI and @FatherOfTrades

  6. Oct 19

    Joe Consorti on $MSTR, $STRC Buys and Bitcoin Through $100K

    Joe Consorti joins host Jody Flournoy on Macro Mondays to break down the MSCI index decision on Strategy ($MSTR), Strategy's $STRC buybacks back to par, and why he thinks bitcoin can blast through $100,000. Then Artem Ponomarev, CEO of X-Place, explains borrowing against stocks and bitcoin and why he expects the biggest bull run ever. Joe walks through the numbers on MSCI forced selling, the Fed and $100 oil, why he treats MSTR as a trade and bitcoin as savings, what people get wrong about treasury company leverage, paper bitcoin, and Michael Burry versus the Fed backstop. Artem covers partial liquidation protection, tokenization and Robinhood, which stocks work as collateral, and how AI job losses could shape markets. Timestamps:0:00 Intro0:14 Cold open: best moments0:42 Macro Mondays with Joe Consorti2:56 MSCI index rules and Strategy's forced selling math4:03 Strategy repurchasing STRC back to par7:07 Michael Saylor's reply and the subprime double standard9:47 Fed rate cut odds, $100 oil and credit13:30 Bull market mindset and a free Bloomberg terminal for bitcoin16:05 Bitcoin and Nasdaq chart: can BTC blast through $100K?21:01 STRC price, repurchases and dividend yield26:22 Should you own MSTR or bitcoin?27:58 Treasury company leverage misconceptions30:23 The bitcoin debt spiral YouTuber narrative33:21 Paper bitcoin and why most conspiracies fail35:31 Michael Burry vs the Fed backstop40:30 Will the macro backdrop stay supportive? Where to follow Joe42:13 Sponsor: Ledn42:45 Artem Ponomarev of X-Place joins44:11 Why Artem expects the biggest bull run ever: AI and stimulus47:51 What X-Place does: borrowing against stocks and bitcoin50:02 Partial liquidation protection explained51:26 Robinhood, tokenization and one-to-one backed assets54:52 Which stocks qualify as collateral: SPX, QQQ and the top names57:01 Selling vs borrowing against your portfolio1:01:25 Growth in India and Thailand and the referral program1:02:59 Outlook: AI job losses, stocks and leverage1:05:37 Wrap up 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.

    Joe Consorti on $MSTR, $STRC Buys and Bitcoin Through $100K

  7. Oct 13

    $DRAM Beat Down | Eyes on Fed

    JFDI and Father of Trades join the show to debate whether another 25 to 50 basis points of Fed hikes would be healthy for this market, and how often the Fed has hiked back to back before. Then the DRAM beat down: SanDisk and Micron charts, China's CXMT memory push, and whether Micron looks like a bubble at about 7x forward earnings. Also covered: bank earnings from JPMorgan, Goldman and Citi, the Broadcom CEO's comments, how NASDAQ options dealers are positioned into big tech earnings, Fermi's TensorWave and AMD news, and two small-cap ideas, AirJoule (AIRJ) and ICU. Timestamps:0:00 Intro0:16 Cold open0:47 Welcome: JFDI and Father of Trades1:04 Eyes on the Fed: would more hikes be healthy?2:15 Back-to-back hikes in history and the O'Neil warning3:36 Why can't rates and stocks rise together?4:04 The DRAM beat down: SanDisk and Micron charts4:28 China's CXMT memory push7:07 Is Micron a bubble at a 7x forward PE?8:15 Bank earnings: JPMorgan, Goldman, Citi8:48 The Broadcom CEO comments9:57 Positioning into big tech earnings and NASDAQ dealers11:11 Fermi up 22%: TensorWave and AMD12:33 Next trades: AirJoule (AIRJ), water from air15:42 ICU: a $14M micro-cap dialysis play18:19 Daily Stack stock leaderboard preview19:22 Wrap-up and sponsor: Ledn 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.

    $DRAM Beat Down | Eyes on Fed

  8. Oct 12

    Stop Paying For Heat (Mine Bitcoin Instead)

    Dane from Hashrate House joins the show to explain how a bitcoin miner can replace the heating element in your water heater, hot tub, radiant floor or driveway, so the heat you already pay for pays you back in sats. He walks through why he went from 80 decibel S19s to silent immersion systems, what a home install takes (a plumber and an L6-30 plug), the ROI question against a 10,000 dollar furnace, writing the gear off as a business expense, and why home miners help decentralize the network. Also covered: mining 101 and the 3.125 bitcoin block reward, home mining vs hosting, natural gas and cold climates, Airbnb hot tubs as a sunk cost, and how to reach Hashrate House. Timestamps:0:00 Intro0:42 Dane from Hashrate House joins1:24 From jet-engine S19s to immersion heating2:54 Is it too late to mine Bitcoin at home?5:20 Heat that costs you nothing, and decentralizing mining6:56 Writing it off as a business expense8:17 The ROI question vs. a $10,000 furnace9:41 Hot tubs, driveways and any heat source11:10 Install: a plumber, an L6-30 plug, done13:26 Cities, big installs and going local14:43 Make LA heat its pools with miners16:27 Sats, not cents: you don't need a whole bitcoin17:29 Mining 101: 3.125 BTC every 10 minutes19:21 Home mining vs. hosting, and the security budget21:25 $8 a month to heat water, paid back in bitcoin22:35 How loud is it? The wife approval rating23:22 Electricity costs, natural gas and cold climates25:50 Where to find Hashrate House and book a consult26:15 Installers wanted: plumbers paid in hashrate28:05 Airbnb hot tubs as a sunk cost28:58 Ledn and wrap-up 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.

    Stop Paying For Heat (Mine Bitcoin Instead)
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About

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

Information

  • Creator
    Daily News on Bitcoin | Stock Market | Artificial Intelligence
  • Years Active
    2025 - 2026
  • Episodes
    255
  • Rating
    Explicit
  • Copyright
    © Daily News on Bitcoin | Stock Market | Artificial Intelligence
  • Show Website
    The Daily Stack

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