The Daily Stack

Roxom CEO Borja Martel joins hosts Jody Flournoy and Halston Valencia to debate Mike Alfred's "short SpaceX, long BTC" call, with Martel saying he is long SpaceX in bitcoin terms and expects the bitcoin bear market to bottom between now and October. The group discusses why $STRC (Stretch) and $SATA have traded below par. Martel explains Roxom's daily bitcoin-paid digital credit...

Avi Mash hosts Stocktwits' Joey Solitro and Jonathan Morgan to discuss the SpaceX IPO and its Cursor deal, $INTC call flow, the Reddit ($RDDT) AI licensing case, BlackRock's Bitcoin income ETF versus Strategy ($MSTR), the new Fed chair, Netflix ($NFLX) and the yen chart. A replayed interview follows, in which Halston Valencia and Jody Flournoy talk with Stafford Masie of Africa Bitcoin C...

Avi Mash hosts Stocktwits' Joey Solitro and Jonathan Morgan to discuss the SpaceX IPO and its Cursor deal, $INTC call flow, the Reddit ($RDDT) AI licensing case, BlackRock's Bitcoin income ETF versus Strategy ($MSTR), the new Fed chair, Netflix ($NFLX) and the yen chart. A replayed interview follows, in which Halston Valencia and Jody Flournoy talk with Stafford Masie of Africa Bitcoin C...

Avi Mash and Jody Flournoy, back from Prague, cover the market rally after both Trump and Iran publicly confirmed a deal and a 60-day extended ceasefire. They also discuss Strive's $SATA preferred returning to par, Strategy's $STRC, and Bitcoin's bounce. Guest Sam (Smarter Trader) explains why he read the Iran deal as real and breaks down his views and trades on $MU, $SNDK, $ASML, $...

This live episode covers the SpaceX IPO, including the Nasdaq opening ceremony, Gwynne Shotwell's remarks and Elon Musk's speech from Starbase, Texas, followed by a replayed Bloomberg Businessweek Daily segment with AI skeptic Ed Zitron and Peter Atwater on the K-shaped economy. Avi Mash then hosts The Daily Stack with guest Alistair, a tech YouTuber turned investor, discussing $NBIS Nas...

This live episode covers the SpaceX IPO, including the Nasdaq opening ceremony, Gwynne Shotwell's remarks and Elon Musk's speech from Starbase, Texas, followed by a replayed Bloomberg Businessweek Daily segment with AI skeptic Ed Zitron and Peter Atwater on the K-shaped economy. Avi Mash then hosts The Daily Stack with guest Alistair, a tech YouTuber turned investor, discussing $NBIS Nas...

Stafford Masie, executive director and former chairman of Africa Bitcoin Corporation (ABC), joins Halston Valencia and Jody Flournoy to explain why he says Bitcoin was made for Africa. He covers broken payments, Africa's informal economy, and circular economies, then describes how ABC borrows against Bitcoin at low rates to fund small and medium enterprise loans at 18 to low 20% per annum. He...

Avi Mash, subbing for Jody, interviews Sarah, founder of Dear Sarah (dearsarah.ai), a female-focused AI confidant app. They cover why women lag in AI adoption, data skew in large language models, Apple App Store review of vibe-coded apps, and Sarah's case for AI optimism. Avi also shares first impressions of the Fable launch, including prediction markets that gave a 94% chance it would ship b...

The Daily Stack hosts the 25-year-old investor known as Thematic Trader. He makes his case for three stocks he says make up 80% of his portfolio: FuelCell Energy ($FCEL), Vishay Precision Group ($VPG) and Penguin Solutions ($PENG). He also covers lidar names $OUST, $AEVA and $HSAI, the photonics trade, his view that small caps can lead for the next three to six months, and the risks of overleverag...

Avi Mash and Jody Flournoy, joining from Prague, discuss the SpaceX IPO, which they put at roughly a $1.75 trillion valuation with a 30% retail allocation. They weigh it against Bitcoin near $63K with a market cap of about $1.27 trillion and ask whether the four year cycle still applies. They also cover Jensen Huang's Marvell call, Strive's $SATA preferred moving to daily dividends, the...

Avi Mash interviews Sheldon Weisfeld, who launched the first registered Bitcoin ATM network in the US in 2013 and now runs Ramp ATM Merchant Services. They discuss why stablecoins act as a safe haven in down markets, the Genius Act and Clarity Act, and cross-border remittances with the Philippines as Ramp ATM's first market. They also cover why Sheldon says AI agents will not pay with Visa an...

Halston Valencia hosts Roy Kashi, CEO of UK listed Bitcoin treasury and yield company Falconedge, while co-host Jody is away. They discuss why Bitcoin is falling, Strive's SATA moving to daily dividends, Strategy's ($MSTR) Stretch trading below par, and Falconedge's 6.34% Bitcoin denominated yield over its first five months. Roy also calls $61K to $62K a critical support level, sees...

Avi, in Munich, and co-host Jordan Herbs, in Argentina, discuss Peter Thiel's move to Argentina, Milei's proposed law for humanless companies and DAOs, Argentina's AI social digital twin, stablecoin freezes versus CBDCs, and Simon Dixon's thesis on the AI bubble, the SpaceX IPO and an orbital surveillance grid. Sam Knight joins to cover the White House proposal for pre-release...

Venezuelan equity trader, game theorist and university professor Mariel Lang joins The Daily Stack to discuss the silence after Maduro's capture, her family's experience under Chavez and Maduro, and how Venezuela moved to a Bitcoin and USDT economy. She then walks through her systematic momentum strategy, her June portfolio and Spain's tax system. Options trader Problem Sniper follo...

Jody and Avi Mash host Chase Palmieri, COO of Sovana and co-founder and former CEO of Acropolis, to discuss Strategy selling 32 bitcoin (about $2.5 million). Palmieri frames the sale as a signal to credit rating agencies ahead of a rating for $STRC. They also cover AI IPOs competing with Bitcoin for liquidity, Texas moving its Bitcoin reserve from an ETF to direct custody, multi-institution custod...

Bitcoin lawyer Ian Cohen, known as the Bitcoin Lawyer Guy, joins The Daily Stack to break down a New York lawsuit in which an anonymous plaintiff seeks title to bitcoin in about 39,000 wallets that have been dormant for 5 years or more, a claim the host described as worth over $280 billion. Cohen explains the plaintiff's under-$10 valuation strategy, the abandoned property and crypto statutes...

Jody Flournoy and Halston Valencia talk with Guilherme Gomes, CEO of OranjeBTC, the Brazil-based Bitcoin treasury company that describes itself as the only listed company in Latin America with a Bitcoin strategy. Gomes explains how OranjeBTC uses a credit line to buy Strategy's Stretch ($STRC) as a carry trade. He also covers Bitcoin adoption and regulation in Brazil, the BRL losing half its...

Jordan Urbs, an AI educator who works full time with Venice AI, joins The Daily Stack to discuss reports of a possible Iran deal, the China summit, and how he went from Bitcoin and the DAO to building the AI Captains Academy. He explains context files, subagents and skills, and makes the case for building with frontier models like Claude Opus 4.7 while running workflows on cheaper open source mode...

Avi Mash hosts three guests. Jonah Lupton covers HIMS and peptides, retatrutide, $TMDX, $APP, $RDDT, $CRDO, $AAOI and Harrow Health ($HROW). Reilly McAdams explains his startup building modular underwater AI data centers for low latency inference near major cities, and Problem Sniper walks through charts on $MU, $INTC, $NVTS, $AMZN, $NBIS, $LLY, $GS, $ORCL, $NOW, $NOK, $MSTR and bitcoin. This podc...

Frank Holmes, executive chairman of Hive Digital and CEO of U.S. Global Investors, joins The Daily Stack to discuss why the WAR ETF is at all-time highs, how AI is changing military operations, and how NATO spending is driving demand for Nvidia chips and data centers. He also covers Michael Saylor's breakfast talk on digital credit, Hive's data centers in Paraguay, US chip strategy aroun...

Avi Mash hosts three guests. Jonah Lupton covers HIMS and peptides, retatrutide, $TMDX, $APP, $RDDT, $CRDO, $AAOI and Harrow Health ($HROW). Reilly McAdams explains his startup building modular underwater AI data centers for low latency inference near major cities, and Problem Sniper walks through charts on $MU, $INTC, $NVTS, $AMZN, $NBIS, $LLY, $GS, $ORCL, $NOW, $NOK, $MSTR and bitcoin. This podc...

Crypto Mondays founder Lou Kerner joins The Daily Stack on Bitcoin Pizza Day to discuss how Crypto Mondays grew from one New York bar meetup in January 2018 to its 65th chapter, and the one rule that kept it decentralized. He also covers his new AI community management agent, his journey to becoming a Bitcoin maxi, and his 10-year $1 million Bitcoin price target from January 2021. The host also re...

Jody Flournoy talks with Jesse Myers, Head of Bitcoin Strategy at Smarter Web Company, whose Bitcoin sizing framework Michael Saylor adopted as the basis for his $13 million per coin model. They cover how Strategy ($MSTR) uses its Stretch preferred equity to pull bond and money market capital into Bitcoin. They also discuss why Myers sees the UK as the third best capital market for the Bitcoin tre...

Leon Wankum, author of the upcoming book Digital Real Estate, joins Halston Valencia to explain why he sees Bitcoin absorbing the monetary premium of real estate. He also covers Strategy's preferred products like Strike ($STRK) and Metaplanet's shift from hotels to Bitcoin. In the second half, co-host Sam Knight discusses $NVDA earnings, Andrej Karpathy joining Anthropic, the AI backlash...

Leon Wankum, author of the upcoming book Digital Real Estate, joins Halston Valencia to explain why he sees Bitcoin absorbing the monetary premium of real estate. He also covers Strategy's preferred products like Strike ($STRK) and Metaplanet's shift from hotels to Bitcoin. In the second half, co-host Sam Knight discusses $NVDA earnings, Andrej Karpathy joining Anthropic, the AI backlash...