BTC244: Bitcoin Mastermind Discussion Q2 2025...

Daniel Mahncke and Shawn O'Malley take a deep dive into Sea Limited — the largest Southeast Asian marketplace whose investment case now turns on two of the most debated questions in the stock today: whether Shopee's dominance across Southeast Asia can hold up against TikTok Shop ...  Show more

Stig Brodersen welcomes back renowned macroeconomist and bestselling author Lyn Alden. They explore fiscal dominance, gold, energy markets, and the shifting role of the U.S. dollar in a more fragmented global economy. Lyn also explains why higher interest rates may no longer slow ...  Show more

In this episode, Nik Bhatia and Craig Shapiro explore the ripple effects of Federal Reserve policies, market movements, and the strength of the U.S. dollar under Trump’s pro-Bitcoin administration. They unpack how rising yields, persistent inflation, and tightening financial c ...

Shawn O’Malley and Daniel Mahncke break down MSCI Inc. (MSCI), the global leader in financial market indexes that power the passive investing revolution. They explore how MSCI built its dominant, utility-like business model, its compounding potential, and whether the stock remain ...  Show more

Brian Rudick, Chief Strategy Officer of Upexi, joined me to discuss the company’s Solana treasury strategy and why he believes SOL is the next major treasury asset.
Topics:
- Why Upexi chose Solana for its Treasury Asset 
- Digital Asset Treasury trend, lifespan, a ...  Show more

Send us Fan MailAfter the chaos of April, Doc and Oz return to break down the market’s sharp recovery, expose the false macro narratives that spooked the herd, and lay out what the next phase of vertical repricing really looks like. From Bitcoin reclaiming strength above $100K to ...  Show more