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. há 1 dia

    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

  2. há 2 dias

    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

  3. há 5 dias

    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

  4. há 6 dias

    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

  5. 13 de out.

    $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

  6. 12 de out.

    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)

  7. 9 de out.

    BTC BOUNCEBACK | DIGITAL REAL ESTATE W/ LEON WANKUM

    Leon Wankum, author of Digital Real Estate, is back on the show with host Jody Flournoy, fresh from the treasury conference in New York. They get into writing a book in the age of AI, whether the four year cycle bottom is in, how store of value went from gold to real estate and why Leon thinks bitcoin takes that role next, and the hidden costs of owning property versus the power law. Then the money mechanics: fiat financing and home prices since the dollar left gold in 1971, borrowing against bitcoin instead of selling it, bitcoin as the hurdle rate every business now has to beat, Grant Cardone's bitcoin real estate funds, and Leon's pitch to real estate investors who have not looked at bitcoin yet. Timestamps:0:00 Intro0:43 Leon Wankum returns to the Friday Stack1:26 Writing a book in the age of AI5:12 Scanley: AI visibility5:41 Four-year cycle: is the bottom in?10:38 From gold to real estate to Bitcoin13:11 Real estate's hidden costs and the power law22:36 Why own real estate at all? Individuals vs. institutions27:13 Fiat, financing and home prices since 197134:14 Borrowing against Bitcoin and building wealth40:27 Bitcoin as the hurdle rate for businesses41:47 The pitch to real estate investors45:47 Wrap-up and where to find the book 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

  8. 8 de out.

    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
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Sobre

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

Informações

  • Criado por
    Daily News on Bitcoin | Stock Market | Artificial Intelligence
  • Anos de atividade
    2025 - 2026
  • Episódios
    253
  • Classificação
    Explícito
  • Copyright
    © Daily News on Bitcoin | Stock Market | Artificial Intelligence
  • Site do podcast
    The Daily Stack

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