
Bitcoin chops near $90K, but Brady and John argue the long-term adoption and liquidity backdrop still supports constructive “healthy hopium.” They cover accelerating ETF institutionalization (Morgan Stanley’s branded launch, BofA/Merrill approval), resilient ETF flows, and how Trump-era tariff, housing, and defense proposals could inject sector-specific volatility into markets.
Get AI-powered summaries and transcripts for any meeting, phone call, or podcast.
Available on iOS, Android, Mac, and Windows
Want AI summaries for your own recordings? Try Wave AI free →
No transcript available.