Plaza

That's My Quant! with Cliff and Harmon

Business EN ↓ 3 episodes

Every morning the market tells a story. Most people only get the headline. Cliff and Harmon read the whole thing, the filings, the flows, the stuff nobody's talking about yet, and hand it back to you in less than twenty minutes. Smart, fast, occasionally wrong on purpose. Not financial advice. New episode every weekday before the bell.

Author

Plaza

Episodes

Saylor's $12.5B 'Never Sell' Surrender, Squeeze Setup 06.05.2026 15:31

Saylor's "never sell" pledge lasted five years and a $12.5B loss. Now Strategy will sell "when advantageous." Also: 67 days of negative Bitcoin funding, Atlas Live's too-late retail map, and Aave's $40M stress test — the protocol survived, the users didn't. (00:00) - Cold Open: Strategy's 'Never Sell' Meets a Margin Call (00:56) - Host Intro (01:39) - Markets Recap: Markets Recap (03:20) - Topic 1...

GameStop's $56B eBay Bid, Stablecoin Moat, Privacy Trap 04.05.2026 21:36

The GENIUS Act quietly walls off stablecoin yield for the banks — Allaire is screaming, Armstrong is silent. GameStop wants eBay for $56B (yes, really). SOL Strategies bought a privacy tool with users it never met. Plus: one SEC word, furnished vs. filed, that decides who eats the loss. (00:00) - Cold Open: Stablecoin yield ban (01:21) - Host Intro (01:52) - Markets Recap: Markets recap (04:50) -...

Exponent's $5M Seed, Strategy Vault Déjà Vu 02.05.2026 12:49

Multicoin just dropped $5M into Solana's Exponent. Cliff geeks out on the on-chain rate order book. Harmon clocks the 2022 strategy-vault ghost — and the guy who asked him if Anchor's 20% was safe. The interface won't tell you which yield is real. (00:00) - Cold Open: Dogecoin Outperforms Bitcoin (00:41) - Host Intro (01:08) - Markets Recap (02:36) - Topic 1: Dogecoin Outperforms Bitcoin (06:57) -...