The Wolf Of All Streets

Join Dave and guests for a lively Monday Spaces as crypto markets rebound strongly, with Ethereum outperforming Bitcoin and altcoins surging. The panel explores whether this is a liquidity-driven bear market rally or the start of a real turnaround, diving into Ethereum fundamentals, the escalating AI arms race, decentralized AI narratives, prediction markets, and regulatory updates including the Clarity Act. Packed with insights on macro risks, censorship resistance, and the future of sound money.
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Bitcoin just RIPPED to $66k as Trump confirmed the U.S.-Iran peace deal will be signed Friday in Switzerland — ending the 15-week war that's been crushing risk assets all month. WTI oil collapsed 5%, the Strait of Hormuz reopens within 30 days, Nasdaq futures ripped +1.5%, and Glassnode flagged $68K-$80K as the next bullish marker. Add SpaceX's record-breaking IPO closing +19% at a $1.77 trillion valuation, Tether briefly flipping Ethereum for the first time in 8 years, and Mike McGlone forecasting USDT could eventually top Bitcoin — and today's setup is the cleanest bullish inflection we've seen since October. We break down whether the Iran peace deal marks the cycle bottom and which catalysts could keep this rally running through the G7 summit.

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When BlackRock needed to tokenize their first fund, they called Securitize. When the New York Stock Exchange decided to trade stocks 24/7 on-chain, they called Securitize. In this interview, CEO Carlos Domingo reveals why the DTCC is repeating the same fatal mistake the telecom companies made when WhatsApp arrived, why the banks actually need the Clarity Act far more than crypto does, and what happens when AI agents start trading tokenized assets in real time. Carlos breaks down the Jump Trading partnership, how atomic swaps are replacing T+1 settlement, why BlackRock choosing Securitize changed everything for institutional adoption, and his vision for a future where tokenized stocks, ETFs, and AI-powered portfolios all live in one wallet — and you don't even know you're using a blockchain.
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In this lively episode on SpaceX IPO day, the guys break down Elon Musk’s paper trillionaire moment as a classic buy-the-news event, covering heavy passive index inflows, massive retail oversubscription exceeding $100 billion, and Fidelity’s push to democratize access, while weighing crypto spillover possibilities like Dogecoin shoutouts, SpaceX’s Bitcoin holdings, space mining ideas, max pain scenarios, and longer-term $250K BTC views alongside cautions on emotional investing. They also explore capital reallocation, silver’s potential bottom, oil sliding below $90 with peace deal rumors and Cushing inventories pressuring inflation, the AI industrial revolution, expectations for lower interest rates, currency debasement boosting real assets, a sharp debate on Visa/Mastercard versus Bitcoin and stablecoin rails—including chargebacks, fraud, rewards, and merchant surcharges—and bullish signals from SEC Chair Paul Atkins on Rule 611 paving the way for tokenized assets and market convergence.
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Bitcoin and Gold are both posting the worst year of any major asset class in 2026 — BTC down 30%, Gold down 6% and Charlie Bilello says it's the first time we've ever seen this in a calendar year. Meanwhile, SpaceX just made history today, debuting at a $1.75 TRILLION valuation in the largest IPO ever recorded (2.4x the previous record Saudi Aramco) with retail orders alone exceeding $70 billion. We break down whether Bitcoin and Gold's historic underperformance signals a generational opportunity or the death of the safe haven thesis, what $75 billion flowing INTO SpaceX means for the next leg of crypto liquidity, and which catalysts could finally turn the tape.

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