The Daily Stack

Robin Seyr joins Avi Mash and Jody Flournoy on The Daily Stack to explain why he believes Strategy ($MSTR) could reach $1,000 per share, split adjusted, within the next two to three years if the four-year cycle holds, driven by its Stretch digital credit program and amplified Bitcoin exposure. The conversation also covers the Coldcard self-custody fiasco and single points of failure, Treasury buyb...

Sam Callahan, Director of Bitcoin Strategy at OrangeBTC, joins hosts Jody Flournoy and Halston Valencia on The Daily Stack to discuss $SATA returning to par, $STRC recovering toward 96, and Bitcoin moving back above 70K. He explains DIGY11, OrangeBTC's first financial product in Brazil: an ETF holding variable rate perpetual preferreds from public Bitcoin companies, with an FX hedge for BRL d...

Pamela Posada conversa con el salvadoreño Nelson Inno, radicado en Alemania, cuyo equipo diseñó el diplomado de Bitcoin para las escuelas públicas de El Salvador, que hoy se prueba en un número pequeño de escuelas piloto. Hablan de por qué lo más difícil de aprender Bitcoin es la filosofía y el ego, de la retroalimentación de maestros y alumnos, de su libro Innovación Inestable (Unstable Innovatio...

Ophelia Snyder, co-founder of 21Shares, joins The Daily Stack to discuss how she and her co-founder built the first crypto exchange traded products, grew to more than $11 billion across 55 listed products in roughly eight years, and sold to FalconX. She argues Bitcoin is still painfully early and could become a reserve asset in a fragmenting world. She also explains why tokenization infrastructure...

Avi Mash, who is sick with a fever, hosts trader Father of Trades for a last-minute options education session on a slow, down day in the markets. They cover options myths, weeklies versus LEAPS, trading around earnings and IV crush, delta and theta, and liquidity on small caps, with examples including $QQQ, $RKLB and $DELL. They also discuss how Trump's comments on South Korea, Oman and Iran...

Scott Ellam, CEO of UK-listed XCE (Connecting Excellence Group), joins hosts Joe and Jody to explain how his executive recruitment business pairs a roll-up acquisition strategy with an integrated Bitcoin treasury. The conversation covers the MSCI proposal that could remove Strategy ($MSTR) and Metaplanet from global indexes, Lyn Alden's Orange Juice, UK politics and capital gains tax, the 1.5...

Maurizio Pedrazzoli Grazioli, Mr. M of the Mr. M Podcast, joins The Daily Stack to discuss the Coldcard incident, which he says compromised almost 8,000 people, and what it means for self custody, trust and community sentiment. They cover British HODL's critique of Bitcoin purity tests, ETFs like $IBIT and Strategy ($MSTR), conspiracy theories around the bug, and the silence from NVK. Maurizi...

Binance US CEO Steve Gregory joins The Daily Stack to explain how Binance US, a separate entity from Binance.com, is rebuilding in the U.S. after the regulatory issues tied to CZ. He also discusses its newly filed CFTC designated contract market application for crypto derivatives and future prediction markets, the state-by-state money transmitter patchwork, and stablecoins. Also covered: the Coldc...

Lev of the Jersey City Bitcoin Meetup and Mauricio Di Bartolomeo of Ledn join The Daily Stack, with co-host Halston, to discuss the Coldcard incident, broken trust, and why spreading bitcoin across multisig, single sig, and custodial options avoids a single point of failure. Mauricio explains why liquidations exist in collateralized lending, how Ledn holds client bitcoin in BitGo cold storage, and...

Maurizio Pedrazzoli Grazioli of the Mr. M Podcast joins The Daily Stack to discuss the Coldcard incident, which he says compromised almost 8,000 people, many of them hardcore Bitcoiners. He and the host cover self-custody, British HODL's case for ETFs like $IBIT and Strategy ($MSTR), Coldcard conspiracy theories, toxicity and purity tests among Bitcoiners, and why better custody UX may matter...

Pamela conversa con Gustavo Flores Echaiz, cofundador de Aureo, una plataforma enfocada en Bitcoin en México. Hablan de la adopción real de Bitcoin en México y Latinoamérica, de la desconfianza por las estafas, de la traba contable de la factura fiscal para comercios, del papel de Banxico y Bitso, de la educación en La Casa de Satoshi y de las oportunidades en pagos transfronterizos y préstamos co...

Avi Mash brings back the Mini Monsters segment with Father of Trades, covering Fermi's first TensorWave data center lease ($FRMI), Ondas and the drone defense space ($ONDS), SoundHound's earnings and voice AI thesis ($SOUN), and Brad Jacobs' QXO ($QXO). Options trader Problem Sniper then joins to walk through charts on $MU, $DELL, $TGT, $MDB, $DDOG, $CRWV, $NBIS and $CSCO ahead of C...

Avi Mash is joined by Joey and JFDI to react to Michael Burry saying AI chips are near a major top, preview $NBIS (Nebius) earnings with 27% of shares sold short, and look ahead to CPI. They cover the cybersecurity rally in $CRWD, $ZS and $RBRK, Meta and WhatsApp after the Telegram app store removal, SpaceX lockup expirations, and the collapse of $TTD. The episode also covers IO Biotech, Eli Lilly...

Avi Mash and Jody Flournoy host UK Bitcoin accountant Robin Thatcher and Eric Yakes, author of The 7th Property and founder of Bitcoin only VC Epoch Ventures. Robin explains UK tax rules for self custody, why ISAs and pensions push people toward Bitcoin treasury company proxies like Strategy ($MSTR), Smarter Web and B HODL, and why he likes Saylor's $STRC. Eric discusses the Coldcard incident...

Avi Mash, Halston Valencia and Jody Flournoy cover Strategy's $STRC preferred, which is up more than 30% from its $71 June low on buybacks. They also discuss what that means for $MSTR common holders and react to Michael Saylor's Diary of a CEO clip on selling bitcoin to fund dividends. The second half covers the Clarity Act ahead of a possible Senate vote, including Elizabeth Warren&#x27...

Varda Pandey, a former economist and sales trader based in Singapore and the founder of the education platform Pandemonium, analyzes Strategy ($MSTR) the way a fixed income or derivatives professional would. She covers its convertibles, its preferreds ($STRC, $STRD, $STRK), mNAV dilution, and the Bitcoin price she thinks is needed for confidence to return. The conversation also covers dollar debas...

Pamela Posada conversa con Lorena Almada, profesora de Bitcoin desde 2018 que vive en Paraguay, en el primer episodio en español de The Daily Stack. Hablan de por qué el dinero sigue siendo un tabú en Latinoamérica, de la inflación, la devaluación y la cultura del crédito, y de qué es y qué no es Bitcoin. También cubren el DCA, las remesas, los errores comunes de principiantes como las estafas, la...

Avi and Father of Trades break down Amazon ($AMZN) beyond AWS and ecommerce, covering its Trainium chips, the Amazon Leo satellite network, Zoox robotaxis, its roughly $80 billion a year ad business, and Rufus. They also recap Father of Trades' Microsoft ($MSFT) earnings calls and Nebius ($NBIS) share issuance plans. Steve Neamtz, president of Yorkville America, the firm behind the Truth Soci...

On this Monday, August 3 episode of The Daily Stack, the host and Jody react to Trump calling off strikes in Iran, oil falling 5%, Amazon ($AMZN) reaching a $3 trillion valuation, and reported $400 billion merger talks between AstraZeneca ($AZN) and Bristol Myers Squibb ($BMY). They preview earnings week, including Palantir ($PLTR), Eli Lilly ($LLY) and DraftKings ($DKNG), discuss Flock surveillan...

Justin Doochin, Head of Events at BTC Inc. (Bitcoin Inc.), joins Jody Flournoy to discuss the Coldcard hardware wallet exploit, which Coldcard models and firmware versions are most at risk, and what it means for the self-custody message. The episode also touches on the exploit landing on $MSTR earnings day and what that could mean for the ETFs, then turns to Bitcoin Asia in Hong Kong, Bitcoin 2027...

Jody, Halston Valencia and Avi Mash preview Strategy's ($MSTR) earnings. They cover the first Stretch ($STRC) buyback of over 288,000 shares for about $25 million, with $975 million left in the program, plus rumors about Leopold Aschenbrenner's leveraged AI fund and expectations for $COIN. Jordan of GenZBTC joins to discuss Matthew Kratter's critique of Saylor, Strategy's chang...

Avi talks with trader Caleb about the AI sell-off. They ask whether big tech capex, Iran or a possible rate hike is behind it, then cover a Fermi ($FRMI) COO stock award tied to signing a first tenant by July 31 and Caleb's case for Microsoft ($MSFT) ahead of earnings. In the afternoon session, Problem Sniper joins Avi to discuss Eli Lilly ($LLY), GE, Tesla ($TSLA), Amazon ($AMZN), Reddit ($R...

The Daily Stack previews a big earnings week for $AMZN, $META, $MSFT and $AAPL, with Nick (JFDI) and Jody discussing capex expectations, the $RDDT and Google contract leak, memory stocks like $MU and $SNDK, $CELH, and the FOMC and GDP calendar. Varda Pandey, founder of Pandemonium, then breaks down Strategy ($MSTR): its capital structure, mNAV, convertibles and preferreds like $STRC, dollar debase...

Investor Constantin Kogan joins Avi and a co-host on The Daily Stack to walk through a Bitcoin power law model projecting bear market floors of roughly $61,000 in 2026, $188,000 by 2030 and $582,000 by 2035. He also covers his fund's delta neutral and algorithmic trading approach, tokenization, the Clarity Act, CBDCs, and how Circle's $USDC and Tether's $USDT work and where their ri...

Andrew Tilmann, CEO of the Midwest Bitcoin Summit, joins hosts Jody and Avi Mash to discuss whether Bitcoin treasury companies will eventually have to sell BTC. He argues the treasury model is an arbitrage on the fiat system that cannot work long term, and the conversation compares perpetual preferreds at Strive ($ASST) and Strategy. They also cover a new Bitcoin security consortium focused on qua...