Bitcoin Magazine

Tracy Shuchart: BTC & the Commodities Supercycle

Six million barrels a day of oil still aren’t getting through the Strait of Hormuz, and Tracy Shuchart says markets are still tightening. The NinjaTrader Live senior economist explains why lost GCC production won’t come back quickly, why crack spreads are signaling stress, and why the global refining shortage could get worse heading into winter.

Chapters:0:00 Tracy Shuchart on the Strait of Hormuz and Tightening Oil Markets1:07 Crack Spreads, Russian Refineries, and the Global Refining Shortage2:50 Fall Refinery Maintenance and a Dire Winter Setup3:22 Why a US Diesel Export Ban Would Backfire4:45 Gold vs. Bitcoin:…

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Dan Tapiero says a new bull phase has begun in the core assets of the digital asset space. The founder and CEO of 50T Funds explains where he’s seeing real revenue growth underneath the hood, from stablecoins and tokenization to Kraken, Ledger, and Polymarket, and why Hyperliquid has been leading the market.

Chapters:0:00 Dan Tapiero on What Makes a Digital Asset Company Worth Backing1:25 Passing on FTX, Celsius, and BlockFi – Why Valuation Matters3:50 Where the Real Revenue Growth Is: Stablecoins, Tokenization, and Kraken5:15 Bitcoin, Solana, and Why Hyperliquid Is Leading This Bull Phase6:59 Raising the $500M 50T Fund and Institutional Appetite9:41 50T’s $42M MoonPay…

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A new bitcoin exchange-traded fund has hit Europe — with a twist. 

Debuted by $9.2 billion ETF provider HANetf, the Arrow Bitcoin EUR Hedged ETF gives European investors exposure to bitcoin while reducing the impact of movements between the euro and the US dollar.

Because bitcoin is priced in dollars, European investors who buy an unhedged product are exposed to two things at once: the bitcoin price and the dollar’s moves against the euro. 

The new exchange-traded commodity — a fund that gives investors exposure to a commodity — aims to remove the second of these in a product described by HANetf as the world’s first. 

“With this launch, we are bringing…

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Bitcoin’s recent run may be slowing down — but that doesn’t mean it isn’t in a bull market. 

That’s according to a new report by data analytics firm CryptoQuant, which said signs of profit-taking were appearing. 

Bitcoin’s price recently stood at $82,939, down nearly 4% over a seven-day period, after surging to an eight-month high of $87,251 last week. 

Last week’s surge led CryptoQuant to declare that the coin was in a bull market. The reason: the leading cryptocurrency crossed above its 365-day moving average — the “definitive technical signal” that has marked the start of Bitcoin’s bull markets in past cycles, according to the firm. 

But…

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A Bitcoin metaprotocol similar to Ordinals accounted for most Bitcoin transactions over a 90-day stretch ending in September, according to figures published by SUBFROST, which maintains the protocol.

SUBFROST said Alkanes transactions made up 61.1% of all Bitcoin transactions between June 23 and Sept. 20, covering blocks 954,917 through 967,918, or about 59.9 million transactions. In the same window, the company said Alkanes used 40.3% of block space by weight, 94.2% of OP_RETURN bytes, and 13.4% of transaction-fee revenue.

Alkanes is a Bitcoin metaprotocol that builds on top of the Runes protocol. It is maintained by SUBFROST, a U.S.-facing company led by co-founder Gabe Lee,…

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Wall Street giant Morgan Stanley has launched a “digital asset lab” to test crypto products, according to reports. 

Bloomberg on Tuesday reported that the bank was using the lab to test products like stablecoins, tokenized assets and decentralized finance apps. 

Morgan Stanley is one of many banks delving deeper into the crypto world. The traditional finance titan became the first bank to debut a bitcoin exchange-traded fund in April. 

The fund, the Morgan Stanley Bitcoin Trust, now manages over $871 million in assets, according to its website.  

Citing an interview with Megan Brewer, who is head of firmwide market innovation and labs at the bank, Bloomberg…

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Solari Capital just came out of stealth with $350 million deployed across AI, biotech, and Bitcoin. Founder AJ Scaramucci explains his “programmable reality” thesis: exponential computing power is turning biology, matter, intelligence, and finance into programmable systems. He also covers why Bitcoin is a core bet against monetary debasement.

Chapters:0:00 AJ Scaramucci and Solari Capital’s Programmable Reality Thesis1:22 Programmable Matter: Robotics, Alchemy, and Embodied AI2:56 Physical Superintelligence and the Next Paradigm in Physics4:16 How Close Are Humanoid Robots? Lessons From Waymo5:27 Bitcoin and Monetary Debasement in Solari’s Framework6:56 Scarcity vs….

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Bitcoin Magazine

André Dragosch: Why Bitcoin’s Fair Value is $197,000

The 10-year Treasury yield is spiking, and Bitwise’s André Dragosch has a rule of thumb for when that becomes dangerous: 80 basis points in 20 trading days. He explains why the speed of the move matters more than the level, how a stock market correction could force a Fed pivot, and why that pivot could be the last domino before a genuine Bitcoin bull market.

Chapters:0:00 Operation Choke Point 2.0 and Crypto’s Shift to Republicans0:37 Will Democrats Stop Fighting Bitcoin and Crypto?1:53 Hunter Biden on Elizabeth Warren’s Crypto Stance2:44 Blockchain in the Age of AI and Bitcoin Going to Zero3:34 Why Hunter Biden…

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Hunter Biden’s $LAPTOP token dropped more than 98% within minutes of launch, and now he’s explaining what happened. In this interview, he walks through the plan to list on a centralized exchange, the switch to a decentralized exchange, and the market maker liquidity miss he blames for the crash. He also shares his 2028 Bitcoin price prediction.

Chapters:0:00 Why Hunter Biden Named His Token $LAPTOP1:36 What Went Wrong With the $LAPTOP Launch7:07 $LAPTOP vs. the Trump Token: Tokenomics and Transparency10:46 Operation Choke Point 2.0 and Lobbying His Father13:30 Will Democrats Ever Get Behind Bitcoin and Crypto?19:24 Hunter Biden on Michael Saylor and Strategy21:22 Bitcoin…

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The Clarity Act cloture vote failed, and Bitcoin rallied anyway. Gary Cardone, co-founder of Chargebacks911, explains why bad news has been bullish, why he thinks $75K will hold, and why he still has bids set at $66K and $68K. He also shares why he’d welcome one more retest of the low $70s.

Chapters:0:00 Gary Cardone on Bitcoin’s Rally After the Clarity Act Vote Failed1:38 Capital Rotation to AI and Bitcoin’s Weak Push to $126K2:23 Why Gary Cardone Parked His Money in STRC3:13 Collecting 10–12 Bitcoin From STRC Dividends3:55 Why You Don’t Need to Chase Bitcoin — His $66K and $68K Bids4:51 STRC vs. Other Preferreds: Liquidity, Yield, and Tax Treatment6:21 Why $1M–$5M…

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