The Daily Stack

Heatbit founder Alex Busarov joins The Daily Stack to explain home Bitcoin mining with devices that reuse mining heat, including Heatbit's heaters and the new Bitair air purifier with a single chip miner. The conversation covers setup, how much heater mining can offset a power bill (30 to 100% by his estimate) versus about a dollar a month from Bitair, why heat reuse miners are the most resil...

Robin Seyr returns to The Daily Stack's Treasury Talks to follow up on his MSTR to $1,000 thesis. He estimates $MSTR could reach about $250 if Bitcoin hits $100K by year end, and $1,000 per share as a baseline to slightly bullish case if Bitcoin reaches $200K to $300K over the next two to three years. The conversation also covers Stretch ($STRC) buybacks and its return to par, Strategy versus...

La doctora Cristina Llamas Rey, cofundadora de Women of Bitcoin y CEO de Bitcoin Policy UK, conversa en The Daily Stack en español sobre por qué tan pocas mujeres participan en Bitcoin y qué errores comete el ecosistema al intentar incluirlas. Cuenta su paso del derecho espacial a Google y al comercio online, cómo nacieron las comunidades de Women of Bitcoin tras Madeira 2024 y por qué el primer p...

Avi Mash hosts JFDI and Father of Trades to discuss Meta's Muse launch and the $META chart, which JFDI targets near $1,000. They also cover BlackBerry ($BB) and its new QNX related contract ahead of earnings, Bitcoin after the reserve news, Viking Therapeutics ($VKTX) obesity data, and Iovance options flow. Problem Sniper then joins to share chart levels on Bitcoin, $MU, $META, $ARM, Cerebras...

Macro analyst Joe Consorti joins host Jody Flournoy to explain why he thinks the Bitcoin bear market is over after $BTC jumped from about 81,500 to 85K-86K, despite the Fed's first rate hike in about three years. They cover why "rates lead the Fed," the midterms as the remaining event risk, the failed Clarity Act, Strategy buying 950 BTC and repurchasing $174 million of $STRC, Joe&#...

Stephan Livera, host of the Stephan Livera Podcast and an advisor to Orange BTC, joins The Daily Stack to discuss what the Coldcard incident means for "not your keys, not your coins," why multisig and multi-vendor multisig matter, and the gap between roughly $5 to $7 billion of insurance coverage and $1.6 trillion in bitcoin assets. He also covers whether $58K was the cycle bottom, Orang...

Avi Mash hosts options trader Problem Sniper the day before FOMC to discuss a weak 20-year Treasury auction, Bitcoin and the dollar, and why he took the no rate hike side on a prediction market. They cover Meta's new Muse AI tool and personal trading bots, then chart $META, $ZS, $AMZN, $AMD, $SMH, $CVX and $MRNA, plus audience requests on $SNDK, $MU, $RKLB, $HOOD and $ALAB. This podcast is po...

Avi Mash and his co-host preview the September FOMC decision. The co-host takes a contrarian view that the Fed will hold rates despite markets pricing in a hike, and explains a short-term gold and Nasdaq calls trade. They also preview BlackBerry ($BB) earnings, covering QNX, Alloy Core, the bear case against Linux and Android Automotive, and the roughly $950 million royalty backlog, then discuss A...

Varda Pandey, the macro writer behind Pandemonium (pandemonium.sg), returns to The Daily Stack to explain research showing Bitcoin's extreme-day tails were almost five times the S&P 500's before the ETFs and are now roughly four times smaller. They cover a near-certain FOMC hike priced at over 90 percent, AI capex and the $DRAM memory ETF, oil, pro-cyclical ETF flows versus passive i...

Avi Mash welcomes back Varda Pandey, the Singapore-based macro writer behind Pandemonium (pandemonium.sg), to discuss research finding that Bitcoin's extreme-day tails are now less pronounced than the S&P 500's after the ETF launch. They also cover a Fed hike priced at over 90% probability, AI capex and memory stocks, oil, ETF flow behavior, whale concentration, and the pending MSCI...

Utkarsh Ahuja, founder and managing partner of Moon Pursuit Capital, joins Jody Flournoy on The Daily Stack to discuss where $BTC sits in the four-year cycle after its 126K high and roughly 59K low, the role of whales and global money supply, MetaPlanet and Bitcoin treasury companies, and the odds of the Clarity Act passing. He explains how his firm pulled out about 95% of its holdings in the firs...

Jody Flournoy and Halston Valencia break down the Metaplanet executive compensation controversy, where the Series 10 executive stock option pool grew from 46 million to about 319 million shares as the company issued stock. They also cover why Strive ($ASST) is holding steady around $27 with trading volume up 9.7x. Guest Andrew Tilmann of the Midwest Bitcoin Summit joins to discuss trust after the...

Pamela Posada conversa con Evelyn Lemus, cofundadora de Bitcoin Berlín, a cinco años de la ley Bitcoin en El Salvador. Hablan de cómo llegó a Bitcoin, cómo educan a comerciantes en Berlín (alrededor de 160 negocios aceptan Bitcoin) y la expansión a Bitcoin La Laguna en Chalatenango. También presentan su guía Bitcoin para Negocios, las clases gratuitas para la comunidad y cómo apoyar los proyectos....

The Daily Stack's post Labor Day show covers the Palantir and Nebius partnership ($PLTR, $NBIS), an Oracle ($ORCL) breakout setup, the Diageo ($DEO) short, a naked shorting explainer, Reddit ($RDDT) catalysts tied to Anthropic, and Qualcomm's ($QCOM) Amazon AI chip deal with co-host Father of Trades. In the 2:30 segment, Problem Sniper joins to chart $SPY, discuss Fed rate odds on predic...

The Daily Stack's post Labor Day show covers the Palantir and Nebius partnership ($PLTR, $NBIS), an Oracle ($ORCL) breakout setup, the Diageo ($DEO) short, a naked shorting explainer, Reddit ($RDDT) catalysts tied to Anthropic, and Qualcomm's ($QCOM) Amazon AI chip deal with co-host Father of Trades. In the 2:30 segment, Problem Sniper joins to chart $SPY, discuss Fed rate odds on predic...

Host Jody Flournoy talks with Michael Sullivan (Sully) about Bitcoin sentiment data. Sully finds positivity rising among long-term Bitcoiners while newer holders remain apathetic and angry, and argues retail is not back yet. Earlier, Nathan Dennis and Elizabeth (Bitcoiner Liz) of Bitcoiner Talent cover the Bitcoin jobs market, hiring at Strive, and how AI is changing what companies look for, and t...

On Treasury Talks, Halston Valencia and her co-host discuss $MSTR breaking $140 live on the show, the co-host's short-term $MSTR call trade, and Halston's view that Bitcoin treasury companies now need an operating business or financial products beyond simply holding BTC. They cover $ASST LEAPS and taxes, IBIT versus self-custody after the Coldcard incident, the toxic maxi debate, BTC Opt...

Pamela Posada conversa con Jordi, administrador de la comunidad Barcelona Bitcoin Only y cofundador de Barcelona Bitcoin Hub, sobre cómo la inteligencia artificial está llenando internet de bots, cómo los algoritmos usan la polarización para engancharnos y por qué las comunidades Bitcoin en persona siguen siendo insustituibles. También explican cómo nació Barcelona Bitcoin Hub para abogados, aseso...

Avi Mash is joined by Father of Trades to cover oil and gold after the Iran headlines, rate hike pricing after Kevin Warsh's Jackson Hole speech, a short thesis on Diageo ($DEO), and a deep dive on Take-Two ($TTWO) ahead of the GTA 6 launch on November 19. Problem Sniper then joins to chart Bitcoin, $MSTR, $META, $TSLA, Zscaler ($ZS) into earnings, and $SPY gaps, and Father of Trades also pre...

The host and JFDI react to a hawkish Jackson Hole, Bitcoin holding near 78,000, Nvidia's earnings, and the week's earnings slate including $DELL, $CRDO, $AVGO and $ZS, plus chart reads on $COIN and $MSTR. A guest from Stormrake, a Bitcoin brokerage, then joins to argue Bitcoin is in a new bull market driven by the debasement trade. He covers Kevin Warsh versus Scott Bessent, OTC demand a...

Jody Flournoy hosts Normies in Shambles (Shams) and power law analyst Sminston With to discuss the Bitcoin power law, why it has held up in out of sample testing while stock to flow broke down, and what macro indicators like PMI and the copper/gold ratio say about the current cycle. They also cover Bitcoin Twitter drama around Knots, BIP 110 and Coldcard, the power law fit near $138,000 versus a p...

Brandon Keys of Green Candle joins co-host Halston Valencia to discuss Bitcoin's move back to 80K, what drove it, Strive ($ASST) and Bitcoin treasury companies like Strategy ($MSTR), and his work helping Bitcoin podcasts and companies grow on YouTube. Ben Bear, founder and CEO of TurboHome and BuildCasa, then explains how his companies tackle housing supply and high buyer fees in California,...

Pamela conversa con Fernando, creador de The Bitcoin Libertarian, un economista argentino que vive en Asia desde 2016. Fernando cuenta cómo llegó a Bitcoin por la inflación y los controles de cambio en Argentina, y explica por qué considera a Bitcoin superior al oro y al sistema fiat. También hablan de la preferencia temporal, del DCA como estrategia para empezar y del papel de las treasury compan...

The Daily Stack previews Nvidia ($NVDA) earnings with Father of Trades, who covers Nvidia's chart and volume profile, his slightly bullish options spread, and sympathy plays like $MRVL, $IREN, $IWM and $SOXL. The episode also covers Bitcoin tagging 80K for the first time in about three months, Canada tariffs, and robotics names $BB, $INDI and $SOUN. In the Mini Monsters segment, Father of Tra...

Avi Mash hosts guest JFDI on a red Monday for chips, with $MU down 5% ahead of $NVDA earnings while Bitcoin trades near $79,652 after a 23% weekly rally. They break down Bitcoin's weekly breakout, $MSTR and Strategy's preferreds like $STRC, $ASST, and altcoins. They also cover the Nvidia earnings week, biotech and genomics names including $HIMS, $IOVA, $OSCR and $HNGE, JFDI's $PLTR...