VIDEO EVIDENCEWhy Crypto Could Outgrow AI Itself
Machine-to-machine payments don't need traditional finance rails, they need something faster and permissionless.
"The AI world and an agentic world..
August 26, 2026 · 50% confidence
VIDEO EVIDENCEWhy Crypto Could Outgrow AI Itself
Machine-to-machine payments don't need traditional finance rails, they need something faster and permissionless.
"The AI world and an agentic world..
August 26, 2026 · 50% confidence
VIDEO EVIDENCEWhy BitMine’s 9.5% Preferred Is Secretly a Cheap ETH Call Option
A 9.5% preferred sounds expensive. It’s actually the opposite.
“If you wanted to buy a three year call on Ethereum… you
August 26, 2026 · 50% confidence
VIDEO EVIDENCEWhy BitMine’s 9.5% Preferred Is Secretly a Cheap ETH Call Option
A 9.5% preferred sounds expensive. It’s actually the opposite.
“If you wanted to buy a three year call on Ethereum… you
August 26, 2026 · 50% confidence
VIDEO EVIDENCEWhy AI Makes Crypto MORE Important, Not Less
Everyone thinks crypto is uninvestable while AI sucks up all the oxygen.
“Can you imagine going to a meeting and one person wants to talk a
August 25, 2026 · 50% confidence
VIDEO EVIDENCEWhy AI Makes Crypto MORE Important, Not Less
Everyone thinks crypto is uninvestable while AI sucks up all the oxygen.
“Can you imagine going to a meeting and one person wants to talk a
August 25, 2026 · 50% confidence
VIDEO EVIDENCETom Lee says an ETH flip of Bitcoin is “a very plausible argument.”
At roughly 15,000 ETH, that's a 10x for BitMine shareholders from here, around $180 a share.
“Shouldn't Bitcoin go u
August 25, 2026 · 50% confidence
VIDEO EVIDENCETom Lee says an ETH flip of Bitcoin is “a very plausible argument.”
At roughly 15,000 ETH, that's a 10x for BitMine shareholders from here, around $180 a share.
“Shouldn't Bitcoin go u
August 25, 2026 · 50% confidence
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The stock market is coming onchain. Jesse Pollak joins David to unpack Coinbase Tokenized Stocks, a n
August 25, 2026 · 50% confidence
VIDEO EVIDENCETom Lee says Ethereum “could easily be over $10,000” in the next 1-2 years.
Stablecoins already pushed ETH to $5,000.
Now layer in Wall Street tokenizing assets on Ethereum, AI demand
August 24, 2026 · 50% confidence
VIDEO EVIDENCETom Lee says Ethereum “could easily be over $10,000” in the next 1-2 years.
Stablecoins already pushed ETH to $5,000.
Now layer in Wall Street tokenizing assets on Ethereum, AI demand
August 24, 2026 · 50% confidence
VIDEO EVIDENCETom Lee is running Bitmine like he actually respects his shareholders.
Michael Saylor built the DAT playbook, but the hot take is his own equity gets treated like an afterthought.
“Tom
August 24, 2026 · 50% confidence
VIDEO EVIDENCETom Lee is running Bitmine like he actually respects his shareholders.
Michael Saylor built the DAT playbook, but the hot take is his own equity gets treated like an afterthought.
“Tom
August 24, 2026 · 50% confidence
VIDEO EVIDENCEETH up 14% in a day and a half, and it wasn’t just hype.
Treasury announces QE, Trump name-drops Hyperliquid at a White House event, and suddenly every short on ETH is getting liquidated
August 24, 2026 · 50% confidence
VIDEO EVIDENCEETH up 14% in a day and a half, and it wasn’t just hype.
Treasury announces QE, Trump name-drops Hyperliquid at a White House event, and suddenly every short on ETH is getting liquidated
August 24, 2026 · 50% confidence
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BitMine is within reach of owning 5% of ETH after more than 60 consecutive weeks of purchases, and To
August 24, 2026 · 50% confidence
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Crypto just had one of its biggest breakout days in years. Ryan and David unpack the Treasury’s QE-li
August 21, 2026 · 50% confidence
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Ethereum may be paying too much to secure itself, and the consequences could extend far beyond a litt
August 20, 2026 · 50% confidence
VIDEO EVIDENCEJim Bianco says crypto gave up on its own strength to go chase Washington's approval.
"You're on bended knee at Washington asking for permission... instead of trying to build an alternati
August 17, 2026 · 50% confidence
VIDEO EVIDENCEJim Bianco says crypto gave up on its own strength to go chase Washington's approval.
"You're on bended knee at Washington asking for permission... instead of trying to build an alternati
August 17, 2026 · 50% confidence
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The Fed may no longer be a one-person institution, and markets are not ready for the consequences. Ji
August 17, 2026 · 50% confidence
VIDEO EVIDENCEIs Michael Saylor the reason Bitcoin’s stuck?
“I don’t think Saylor’s the main factor suppressing Bitcoin prices.”
Markets are supposed to be smart though—so maybe the slow bleed is ju
August 14, 2026 · 50% confidence
VIDEO EVIDENCEIs Michael Saylor the reason Bitcoin’s stuck?
“I don’t think Saylor’s the main factor suppressing Bitcoin prices.”
Markets are supposed to be smart though—so maybe the slow bleed is ju
August 14, 2026 · 50% confidence
VIDEO EVIDENCEMichael Saylor sold 1,691 Bitcoin this week, pulling in $650 million in dollar reserves.
Third consecutive week of meaningful selling.
“Third week in a row. Like, okay, alright, how ma
August 14, 2026 · 50% confidence
VIDEO EVIDENCEMichael Saylor sold 1,691 Bitcoin this week, pulling in $650 million in dollar reserves.
Third consecutive week of meaningful selling.
“Third week in a row. Like, okay, alright, how ma
August 14, 2026 · 50% confidence
VIDEO EVIDENCEBitcoin dipped below its 200-week moving average, down 2.5% on the week to $63,300.
The average itself is climbing—$61,500 during the last capitulation dump, now sitting at $64,000.
Mi
August 14, 2026 · 50% confidence
VIDEO EVIDENCEBitcoin dipped below its 200-week moving average, down 2.5% on the week to $63,300.
The average itself is climbing—$61,500 during the last capitulation dump, now sitting at $64,000.
Mi
August 14, 2026 · 50% confidence
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EtherFi is expanding from a crypto-native neobank into a broader financial account built around DeFi.
August 14, 2026 · 50% confidence
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Bitcoin’s latest fork died after just two blocks. Ryan and David unpack what the failure says about B
August 13, 2026 · 50% confidence
VIDEO EVIDENCETom Lee Just Bought $10B of ETH — Killing Yield Would Ruin It
David Hoffman: Tom Lee just punted $10,000,000,000 into ETH, and staking yield is his best pitch to get other institutions to
August 12, 2026 · 50% confidence
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What if staking a token could keep an AI agent thinking? NEAR cofounder Illia Polosukhin joins David
August 11, 2026 · 50% confidence