Podcast
The Wolf Of All Streets
Hosted by Scott Melker · EN
Host Scott Melker talks to your favorite characters from the world of Bitcoin, trading, finance, music, art, and anyone else with an interesting story to tell. Sit down, strap in, and get ready – we’re going deep.
740episodes
Episodes
Newest firstAll episodes
11 Million BTC Underwater… Capitulation or Opportunity? #CryptoTownHall
Jun 2600:53:31Summary ready11 million Bitcoin underwater...capitulation or opportunity? Today's panel explains why the stat is overstated due to custodial ETF and exchange holdings where transfers no longer signal real ownership. They cover record long-term holder conviction, the persistent four-year cycle with possible lower lows into Q3/Q4, and lack of true capitulation without leverage deleveraging. Macro pressures from SpaceX liquidity drains, geopolitics, and inflation are weighed against stablecoins powering dollar dominance, tokenization, and RWAs. The discussion highlights crypto’s bifurcation into Bitcoin as neutral collateral versus infrastructure for AI agents and machine-to-machine payments. Special focus on MicroStrategy’s STRC yields, MNAV debates, dilution risks, cash runway issues, and “investigation” headlines as law firm class-action PR, alongside current bear market frustration and the constructive long-term outlook. Learn more about your ad choices. Visit megaphone.fm/adchoices
SummaryBitcoin CRASHES Below $58K As Saylor's MSTR Hits A 28-Month Low
Jun 2600:27:21Summary readyBitcoin just hit its lowest level since October 2024 — dipping as low as $58,000 with US spot Bitcoin ETFs seeing RECORD investor flight. The bear catalysts are stacking faster than any point this cycle: Saylor's Strategy just hit a 2-year low (-46% in 30 days), STRC briefly cratered to $74 (designed for $100), the company has only ~10 months of dividend coverage left with $1.2B in annual obligations, and Rosen Law Firm just launched a class action probe — with Saylor responding only that "volatility tests every capital structure." Add Binance LEAVING the EU after failing MiCA (France, Italy, Poland, Spain), the Nasdaq losing $1 TRILLION in 27 minutes today with no headline trigger, BitGo laying off 15% of staff, and the CLARITY Act at real risk of slipping to fall. But the bull signals are quietly stacking: US households are sitting on $3.2 TRILLION in cash (record high), Tom Lee's BitMine just joined the Russell 1000, SBI is acquiring Japan's largest crypto exchange, and Kalshi is targeting a $40 BILLION valuation. We break down whether this October 2024 echo marks the cycle bottom or the next leg lower. Learn more about your ad choices. Visit megaphone.fm/adchoices
SummaryBitcoin Just Flashed A Major Bottom Signal Last Seen In 2022
Jun 2500:29:25Summary readyBitcoin just set an all-time pain record - 10.83 MILLION BTC are now held at a loss per Glassnode, matching the exact setup that marked cycle bottoms in 2019, 2020, and 2022. But the bull signal lands into Friday's $10 BILLION options expiry where most positions are deeply OTM bullish bets, setting up a brutal squeeze. We break down whether 10.83M coins underwater marks the historic cycle bottom OR a bear trap before $50K, what Friday's $10B expiry actually means, and whether long-term holder conviction is the bull signal nobody's pricing in. Learn more about your ad choices. Visit megaphone.fm/adchoices
Summary
DeFI TVL Drops, As Crypto Market Sinks. what’s next? #CryptoTownHall
Jun 2400:58:00Summary readyIn this cloudy Las Vegas morning crypto space, Dave and insiders unpack Ethereum’s Foundation shakeup and the rise of new decentralized teams. They break down the broad market correlation and 20% drops across majors, driven by macro forces and AI draining liquidity. The crew debates DeFi’s yield wins versus broken trading mechanics, the edge of perpetual swaps, exploding prediction markets, Binance’s Europe regulatory mess, MicroStrategy as a Bitcoin yield play, cronyism in finance, and privacy tech like Midnight that protects choice while opening institutional doors. A quick look at recent hacks and summer doldrums rounds out the candid chat. Learn more about your ad choices. Visit megaphone.fm/adchoices
SummaryBitcoin SHATTERED A $6B ETF Record – $10.6B Friday Expiry Hits
Jun 2400:29:42Summary readyBitcoin is staring down its biggest day of the week: a $10.6 BILLION Deribit options expiry Friday with nearly 80% of positions out-of-the-money, clustered around a $60K put and $80K call — meaning the next 48 hours will decide whether the relief rally extends or collapses. CryptoQuant publicly called on Saylor to STOP buying as Strategy's dividend obligations QUADRUPLED to $1.2B annually. Add the dollar at a 7-month high, Meta secretly building a prediction market called Arena, the CFTC suing Kentucky as the federal-state war hits 9 states, and the CLARITY Act with 4 unresolved sticking points and 5 weeks until Senate recess — and Friday's $10.6B expiry is the single most important catalyst of Q3. We break down what $60K vs $80K means for the rest of the cycle, whether Saylor will actually pause, and which catalyst could break the floor before Friday. Learn more about your ad choices. Visit megaphone.fm/adchoices
SummaryBitcoin’s $59K Test Is Coming As Korea Crashes – Caitlin Long
Jun 2301:02:18Summary readyBitcoin hit a two-week low at $61,877 (-3.9%) as a brutal AI tech selloff dragged risk assets globally: South Korea's KOSPI crashed 10%, Samsung and SK Hynix each cratered 12%, and SpaceX has now lost $600 BILLION across three trading days. Bloomberg is calling Bitcoin "tied at the hip" to the AI trade — the digital gold thesis is dying. Add Bank of America's bombshell call for THREE rate HIKES in 2026, the Senate passing a CBDC ban through 2030 in an 85-5 vote, and Jamie Dimon warning the bull market is a "little tsunami" — and today's setup is the cleanest macro inflection we've seen all month. We break down whether Bitcoin's new AI correlation is structural, what BofA's hike call means for the cycle, and whether Trump's quantum executive order is a real threat or just optics. Learn more about your ad choices. Visit megaphone.fm/adchoices
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The Bitcoin Bottom Case Gets Stronger Every Day #CryptoTownHall
Jun 2200:46:56Summary readyMorning markets update covering flat stock performance, crypto gains, gold and silver moves, and crude oil decline on peace developments. Bitcoin discussion on potential new lows, exhausted sellers, and altcoin correlation. Macro segment on inflation data, Jamie Dimon consumer outlook, and Kevin Warsh debt management via higher inflation with gold and Bitcoin as hedges. Reflection on Alan Greenspan's legacy from sound money to fiat policy. Analysis of Strategy's Bitcoin-backed high-yield STRC trading below par, comparisons to Terra Luna and GBTC, fixed income characteristics, and Bitcoin sales normalization. Examination of Bitcoin community tribalism, holder categorization, diversification benefits, and network fundamentals. Coverage of ICE-OKX tokenized markets joint venture and Franklin Templeton dividend reinvestment into Bitcoin ETFs. Bitcoin mining segment on hashpower shift to AI, network difficulty drops, and hardware acquisition opportunities near the 200-week moving average. Learn more about your ad choices. Visit megaphone.fm/adchoices
SummaryWhy Bitcoin Needs The Dollar To Die – Brent Johnson
Jun 2201:02:21Summary readyBitcoin's brutal six-week ETF bleed is finally easing. Santiago Capital's blockbuster 84-page report from Brent Johnson warning that the dollar can't die of weakness — only of STRENGTH, when a sustained DXY spike forces enough sovereign and corporate defaults to compel an alternative system — and today's setup is the cleanest macro inflection point we've seen all cycle. We break down whether the ETF pain peak signals the cycle bottom, what a 2-year yield breakout means for Bitcoin, and why Brent Johnson's "dollar dies of strength" thesis is the most important macro framework you're not hearing about. Learn more about your ad choices. Visit megaphone.fm/adchoices
SummaryBitcoin In Every Brokerage Account CHANGES EVERYTHING - Caroline Pham
Jun 2100:28:39Summary readyCarolyn Pham, the former CFTC commissioner now leading MoonPay's institutional push, says crypto has roughly two and a half years to become too big to fail — and the numbers already prove it's happening. Stablecoins did $28 trillion in volume in a single quarter, dwarfing Visa and MasterCard combined. Tokenized repo is hitting $10 trillion every month. In this conversation recorded live at Consensus 2026, Carolyn breaks down what MoonPay Institutional actually means for every bank and asset manager trying to get into crypto without building from scratch, why the narrative that DeFi is incompatible with KYC is a complete fallacy, and how she built America's first digital asset taxonomy at the CFTC that became the foundation for everything the SEC and CFTC are doing now. She explains why this isn't disruption but modernization, how a $100 million acquisition of Israeli defense tech cybersecurity gives MoonPay the wallet infrastructure institutions actually trust, and why a Bitcoin in every brokerage account is the real point of no return. Learn more about your ad choices. Visit megaphone.fm/adchoices
Summary"I'm Buying Bitcoin Like Crazy" - Grant Cardone
Jun 2000:22:59Summary readyGrant Cardone says he may have found a way to disrupt the $4 trillion real estate industry by combining income-producing real estate with Bitcoin. In this interview recorded live at Consensus 2026, Grant breaks down why the 1965 REIT model is fundamentally broken — companies forced to distribute 90% of their cash with nothing left for capital expenditures — and how his Bitcoin real estate hybrid solves the liquidity problem that's crushing major institutions like Starwood right now. He explains why 80% of his investors have never owned Bitcoin before, how showing them the hybrid model turned them into Bitcoin buyers on their own, and why he believes every major institution will eventually adopt this model. Grant also reveals how he almost lost $12 million in Bitcoin on a plane he sold to Tim Draper, why he thinks Bitcoin should be $150,000 today, and what Michael Saylor said when he saw Grant's first hybrid deal. Learn more about your ad choices. Visit megaphone.fm/adchoices
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