The Daily Stack

Host Jody Flournoy and Jordan break down Buzz, Jack Dorsey's new AI native Slack alternative that uses Nostr keys, covering its built in agents, agent harnesses and self-hosting limits. Guest Grain of Salt then explains how he uses AI with structured data to analyze Strategy ($MSTR), digital credit such as $STRC, amplification, net leverage and cash reserves. He also discusses Strive, Satsuma...

Trader Problem Sniper joins The Daily Stack to chart $SPY, $QQQ, $IWM, $MU, $MRVL, $NBIS and $META ahead of a heavy big tech earnings stretch. He walks through a Marvell target of 218, a possible Micron squeeze above 1050 tied to Michael Burry's short, and why he thinks Bitcoin has bottomed, with a year end range of 90K to 100K. The host also covers Circle and crowded trades driven by social...

On this Monday markets episode of The Daily Stack, the host, Joey and chart analyst JFDI break down the semiconductor and neocloud selloff, Joey's $MRVL trade, and JFDI's technical read that Bitcoin may be putting in a bottom on lighter selling volume. They preview a megacap earnings week with $GOOGL, $TSLA and $INTC. They also cover $MSTR, Metaplanet, Google's 14% Anthropic stake,...

David Marulli, author of Bitcoin Consolidated Volume 1 and a 31-year commercial real estate veteran with over $1 billion in transactions, joins The Daily Stack with host Jody and a co-host to explain how understanding Bitcoin changed his view of money, inflation and wealth. They compare Bitcoin and digital credit instruments like Stretch ($STRC) and $SATA to cash-flowing real estate, discuss Stret...

Guest Nate Sharp of Sharp on Sats, a Bitcoiner since 2013 with a background in software sales, joins Halston Valencia and a co-host on The Daily Stack to discuss why he thinks many Bitcoiners misunderstand digital credit products like Stretch and SATA, how he came around on Michael Saylor and $MSTR, and Saylor's stance on BIP 110. The episode also covers $TSM earnings and AI bubble talk, AI a...

A solo Daily Stack episode covering New York Governor Kathy Hochul's executive order pausing new hyperscale AI data centers. The host explains why that order could favor legacy Bitcoin miners that have shifted to AI compute, such as Hut 8, TeraWulf and Cipher. He then walks through building a custom CRM for 21rates.com with Fable on top of a GBrain style company brain stored in GitHub, and cl...

This Daily Stack episode recaps the June CPI print, IBM's drop and New York's moratorium on new large data centers. Guest Father of Trades makes the case for Goldman Sachs, Nebius ($NBIS), Aleanna ($ANNA) and Fermi ($FRMI), then discusses ASML and TSMC earnings, Netflix ($NFLX) and Microsoft ($MSFT). Problem Sniper joins in the second half to chart $SPY, chip stocks like $AMD, $MU and $N...

This Daily Stack episode, streamed from Minnesota on July 13, features trader JFDI breaking down the QQQ weekly range, the dollar ($UUP, DXY), energy ($XLE), $NBIS, SanDisk, $RDDT and his cybersecurity ($HACK) and software ($IGV) setups. The conversation also covers Iran headlines, AI as a tool, red tape and CBDCs, a run of conspiracy rabbit holes, trading psychology and segregating capital by str...

Austrian economist and former Citibank banker Hubertus Hofkirchner, founder of the open source Bitcredit Protocol, argues that Bitcoin must become a medium of exchange, not just digital gold, or it will eventually fade. He explains how electronic bills of exchange and non-custodial Chaumian e-cash mints could move real supply chains, such as cocoa and coffee, onto Bitcoin without fiat banks. The c...

GoMining CEO Mark Zalan joins The Daily Stack, with hosts Jody and Halston, to discuss Michael Saylor's 'let the fees decide' stance on BIP 110 and the Core vs Knots debate. He also covers the challenges facing Bitcoin miners, including competition from AI data centers. Mark explains how GoMining tokenizes hash rate so retail users can earn daily $BTC mining rewards, and how its new...

Jody and Jordan Urbs of AI Captains compare two ways to build an AI company brain: Jordan's simple markdown knowledge base with CLAUDE.md routing rules, and Jody's Garry Tan GBrain setup shared through a GitHub repo. Jake Lewis, co-founder and managing partner of ATX Logic, then explains his layered agent stack, getting the data layer right with Postgres, orphan page cleanup, moving from...

Swan Bitcoin founder and CEO Cory Klippsten joins The Daily Stack, with co-host Jody among the hosts, to explain Swan's Real Bitcoin Exchange (RBX). RBX lets ETF holders, especially long-time $GBTC holders paying a 1.5% fee, convert shares into real on-chain bitcoin while carrying their cost basis forward. The conversation also covers Saylor's $216 million bitcoin sale and leveraged trea...

Lightspark chief business officer Davi Strazza, formerly president of North America at Adyen, joins Avi to discuss the OpenUSD stablecoin consortium of more than 140 companies, how it differs from Libra, competition with Circle and Tether, agentic payments, and the Clarity Act. He also covers Lightspark's role in SoFi's international P2P transfers, which run over Bitcoin behind the scene...

Lightspark chief business officer Davi Strazza, formerly president of North America at Adyen, joins Avi to discuss the OpenUSD stablecoin consortium of more than 140 companies, how it differs from Libra, competition with Circle and Tether, agentic payments, and the Clarity Act. He also covers Lightspark's role in SoFi's international P2P transfers, which run over Bitcoin behind the scene...

Metaplanet community member Bitcoin Pharaoh joins Avi Mash and Jody Flournoy on The Daily Stack to discuss Metaplanet trading at roughly 80 cents per dollar of bitcoin it holds, and what management can do next, including buybacks, its options income book, and the $MPJPY sponsored ADR versus $MTPLF. The conversation also covers yen debasement and low Japanese borrowing costs as tailwinds, Strategy&...

Fold founder and CEO Will Reeves joins The Daily Stack to explain why Fold ($FLD) sold about $45 million of Bitcoin near $71,000, and how its treasury approach differs from Michael Saylor's never sell stance at $MSTR. He also covers Fold's origins in 2019, the new Fold Bitcoin rewards credit card, life as a public company on Nasdaq, the 86% stock decline, his Bitcoin outlook for 2026, th...

Rashan Colbert, US policy director at the Crypto Council for Innovation, joins Avi Mash to explain where the Clarity Act stands. He covers the Senate Banking and Agriculture bills, what Democrats want on the CFTC and ethics, the stablecoin yield fight, self custody, Bitcoin's commodity status and lessons for AI policy. In the second half, Avi launches a new stock show with Joey from Stocktwit...

Rashan Colbert, US policy director at the Crypto Council for Innovation, joins Avi Mash to explain where the Clarity Act stands. He covers the Senate Banking and Agriculture bills, what Democrats want on the CFTC and ethics, the stablecoin yield fight, self custody, Bitcoin's commodity status and lessons for AI policy. In the second half, Avi launches a new stock show with Joey from Stocktwit...

Dr. Owen Vaughan, founder of BitRoots, joins The Daily Stack from London to explain Bitcoin provenance: certifying freshly mined coins by miner, facility, energy source and location, similar to fair trade or ethically sourced diamond and gold certification. The conversation covers Michael Saylor's talk at Bitcoin Corporate Day in Prague, the Stretch preferred stock trading below par, Vaughan&...

Yves Andre Graf of One Chair Pod joins Jody and Halston on The Daily Stack to recap BTC Prague, debate the online civil war between Bitcoin treasury supporters and self custody maximalists, and dig into $STRC trading around 75 and falling $MSTR sentiment. They cover the 32 BTC sale as a signal to credit agencies, the USD reserve, tension between $MSTR and $STRC holders, European treasury companies...

21Shares co-founder Ophelia Snyder explains how she and her co-founder spoke with 27 regulators, launched the first crypto exchange traded products in Switzerland, and grew 21Shares to more than $11 billion across 55 listed products before selling to FalconX. She also discusses Bitcoin's path toward becoming a reserve asset, why decentralization is probably a feature, the blurring line betwee...

Avi Mash talks with Willie Bass, a former EY, KPMG and BNY Mellon consultant who now runs the WC Group, about what corporations are actually doing with AI. They cover hallucinations, delegation versus ownership, job displacement, the junior analyst pipeline, and forward deployed engineering. After a break and a clip of President Trump's Department of War remarks, options trader Problem Sniper...

Avi Mash talks with Willie Bass, a former EY, KPMG and BNY Mellon consultant who now runs the WC Group, about what corporations are actually doing with AI. They cover hallucinations, delegation versus ownership, job displacement, the junior analyst pipeline, and forward deployed engineering. After a break and a clip of President Trump's Department of War remarks, options trader Problem Sniper...

The Daily Stack hosts cover the five new Nasdaq 100 additions ($CRWV, $ALAB, $NBIS, $RKLB, $TER) and a buy the rumor, sell the news pullback. They also discuss Intel as a politically backed domestic foundry, Bitcoin sitting in extreme fear at a reading of 23, and the stalled Iran peace negotiations in Switzerland involving JD Vance. Other topics include Leopold Aschenbrenner's access to power...

The Daily Stack covers the five companies added to the Nasdaq 100 on Monday, June 22: $CRWV, $ALAB, $NBIS, $RKLB and a fifth name. The hosts describe their first day as a buy the rumor, sell the news move. They also discuss Intel ($INTC) as a domestic chip foundry play, Bitcoin sitting in extreme fear, and the stalled Iran peace talks in Switzerland involving JD Vance. Later segments cover 2028 el...