0:05:30Clarity Act Cloture Fails
Moni listed the Republicans who voted against cloture, including Josh Hawley. Ryan said institutions need legislative clarity rather than executive orders that can be reversed. Ryan added the bill would have cut rug pulls by 75 percent and brought in real money, while Moni noted it would also allow good offshore platforms like Hyperliquid to enter the US.
0:01:13Leopold's new portfolio (CoreWeave, SanDisk)
0:05:30Lummis retiring
0:09:04Elizabeth Warren, partisanship and the banks
0:20:39Tether
0:33:21CFTC/GENIUS as interim guardrails, Congress by design
0:38:32FOMC Hold Expected
NatNat, Ryan and Milo all expect the Fed to hold rates tomorrow. Milo cited the upcoming switch to cheaper winter blend gas as a reason to stall. Bread said follow the money and donors drive outcomes, while Cliff Kaye joined to discuss currency and Bitcoin.
0:38:32Hike, hold under Warsh
0:55:46Bond Yields and Crypto Returns
NatNat noted the 10 year yield rose above 5 percent, with QQQ holding the 701 level. Ryan asked whether ETH could reach 10k before BTC hits new highs and said ETH would deliver better returns over the next two years. NatNat countered that BTC has provided better risk adjusted returns historically, while alts carry higher risk.
1:11:32Altcoin Picks and Outlook
NatNat highlighted Hedera for its NVIDIA partnerships, quantum resistance and enterprise use. Ryan picked Litecoin for its support levels and Hyperliquid for its TradFi style flywheel and ETF partnerships. Cliff Kaye made the case for BTC at 250k and shared views on Litecoin, debt and rates.
1:11:32Arbitrum
1:24:52Anthropic Profit Claims
NatNat discussed Anthropic claiming high profitability if major costs are excluded ahead of its planned IPO. Moni and Ryan called the statement misleading, noting negative headwinds and communication issues with founder Dario. Ryan wished OpenAI would IPO first and said Dario needs better spokespeople.
“Because I was on another space yesterday prior to this one, and I think part of it is people just being hopeful, looking for something to hold on to in terms of what can make, the prices go up, prices increase. Because I think at the end of the day, if you're in in Bitcoin or you're in crypto, I think that that's ...”
AAll Things Crypto0:09:04Share on X
“So I think they hold. If they're gonna raise, they're gonna raise after we switch to the winter blend because winter blend gas is always cheaper. Right? So that'll stall another month, but he still has Powell on the... As part of the board of governors that can vote, so they... So he has a scapegoat. Right?”
Milo0:43:25Share on X
“However, today, something very interesting happened in the bond market. And we've been... There's been some shows in which we've touched on the bond market, especially the ten year. It is now... The ten year yield is now above 5%. Usually, this is when we see people... Someone step in, and we see the, the anti pledge…”
AAll Things Crypto0:55:54Share on X
