The Daily Stack

Fabio from MenthorQ (options and gamma data, ex-Bloomberg) joins Avi Mash, JFDI and Father of Trades on The Daily Stack. Could NVIDIA ($NVDA) guide down for the first time? With Treasury yields hitting 5%, the panel covers the AI credit crunch, Nebius ($NBIS) before Thursday's earnings, options volume at a 20-year high and the Anthropic IPO. Treasury yields hit 5% and NVIDIA is getting crushe...

Father of Trades (Caleb, who runs the $NQ Nasdaq Discord) joins Avi Mash on The Daily Stack for an Election Day special. Why does the market make no sense right now? Apple beat and sold off, Palantir grew revenue 95% and sold off, and the Nasdaq is back at the death box. Caleb breaks down the 4 midterm scenarios, what history says about stocks after midterms, and where he would actually buy. Avi a...

Bitcoin and macro analyst Joe Consorti joins Jody Flournoy and Avi Mash on The Daily Stack for midterms week. Joe breaks down the Binance hot wallet hack, why bitcoin only fell about 4% on it compared with 25% during FTX, and why on-chain sleuths point to North Korea rather than an inside job. They cover Kalshi midterm odds and a Mark Moss stat that stocks were up one year later in 17 of the last...

Hermann Vivier, founder of Bitcoin Ekasi, explains how a township community in Mossel Bay, South Africa lives on bitcoin. He walks through moving staff salaries to bitcoin step by step, onboarding local shops so the sats get spent instead of swapped back to rand, and keeping savings safe in a seven-guardian Fedimint federation. They also cover South Africa's draft rules to outlaw self custody...

Jody Flournoy and Halston Valencia of BitGo preview Strategy's ($MSTR) Q3 earnings call on Treasury Talks. Halston explains her tweet questioning Stretch (STRC) and Michael Saylor's reply, why weeks of STRC buybacks have not brought it back to par, and why she thinks Strategy needs to raise the STRC rate by at least 50 bps. They also cover Strive's 43,000 Bitcoin purchase, why Halst...

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 co...

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...

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 cape...

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 Octo...

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...

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...

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,...

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/0JQzqfVmkKiXuwSA6hyoDs Apple Podcasts: ht...

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/0JQzqfVmkKiXuwSA6hyoDs Apple Podcasts: ht...

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...

Pamela Posada conversa con Steph Serrano, fundadora de Escuela Bitcoin México y parte de Unlock, sobre por qué ahorrar en pesos te empobrece. Hablan de cómo México ha perdido el valor del peso, cómo explicarle Bitcoin a alguien que nunca lo ha usado, cómo nació Escuela Bitcoin México y los eventos de Unlock para mujeres en Zacatlán, en la Sierra Norte de Puebla. También comparan el ahorro en efect...

Avi Mash hosts Iovance ($IOVA) investor Minnesota Gopher and trader Father of Trades to discuss Iovance's IL-12 tethered TIL program, Amtagvi data in melanoma, non small cell lung cancer, endometrial cancer and sarcoma, FDA CNPV vouchers, a possible Merck buyout, and short selling in biotech. Father of Trades reviews the $IOVA chart and options chain and compares it to $SLS. Minnesota Gopher...

Jody Flournoy hosts Bitcoin and macro analyst Joe Consorti on The Daily Stack to discuss the $BTC price near $85K, BlackRock $IBIT inflows, Strait of Hormuz oil exports, FOMC rate hike odds, the 10-year Treasury yield at 5.3%, and Strategy $MSTR, Strive $ASST and $STRC. Consorti argues the bear market is over. He points to falling open interest, a rally of roughly 50% from the $58K low, and Bitcoi...

Can you actually live on bitcoin in 2026? Prashanth Chandrashekar, founder of Bringin, joins Avi Mash and Jody Flournoy on The Daily Stack to explain how he moved from India to Estonia, got paid in bitcoin, how Bringin turns self-custody bitcoin into euros for rent and bills, and why banking is still the hardest part for bitcoin businesses in Europe. He also covers self-custody vs KYC, which walle...

Tim Kotzman of Bitcoin Treasuries joins Jody Flournoy and Halston Valencia on Treasury Talks, fresh off the Bitcoin treasury conference in New York, to compare Strategy's Stretch ($STRC) and Strive's $SATA now that both are moving to daily dividends, and why $STRC fell farther than $SATA. They also discuss whether Strategy could someday buy 10, 20 or 50 billion dollars of Bitcoin a week,...

Guest Tim Kotzman joins hosts Jody Flournoy and Halston Valencia on Treasury Talks to recap the second Bitcoin Treasuries Unconference in New York and announce the inaugural Digital Credit Digital Conference, streaming on X on October 21 from 10 to 2 Eastern. They compare Strive's $SATA and Strategy's Stretch ($STRC) now that both offer or propose daily dividends, and discuss how smaller...

Pamela Posada conversa con Jan Kotas, programador de origen checo y cofundador de Bitcoin Paraguay, sobre por qué Paraguay atrae a bitcoiners y expatriados que buscan residencia fiscal, libertad y una vida menos dependiente de un solo Estado. Jan explica cómo nació la comunidad Bitcoin Paraguay, sus meetups, talleres para principiantes con la billetera Blink y su curso con billeteras Trezor. Tambi...

Avi Mash returns from a wedding to an $IOVA rally of more than 30% after a guidance raise. With guest Father of Trades he breaks down BlackBerry's ($BB) earnings beat, its QNX partnership with Uber, IOVA's TIL therapy and dilution risk, a Micron ($MU) earnings preview and Nike ($NKE). In the second half, Problem Sniper joins Avi for technical setups on $IOVA, $MU, $LLY, $SNDK, $STX, $ARM...

Brickken CEO and co-founder Edwin Mata, a former M&A lawyer, explains why Robinhood tokenizing $AMC without AMC's permission creates a synthetic product rather than real stock, and why he expects financial systems to run on blockchain by 2030. In the second segment, Erin Gambrel, known as The Blonde Broker and now VP of financial services at Corgi, talks about Corgi Invest's ETF line...

Alex Busarov of Heatbit joins The Daily Stack to explain how Bitcoin miners can double as home heaters and air purifiers, putting mining heat to use instead of wasting it. The conversation covers Heatbit's origin story, the new single chip Bitair purifier, how setup works, and why heat reuse miners may be the most resilient and decentralized miners as halvings squeeze margins. They also discu...