Live Coverage of Circle's NYSE Debut and Ethereum's New Treasury Strategy: The Daily Bone Podcast

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Chapters:

00:00:00 Intro &Chat
00:06:36 The Weather Report
00:08:35 K-WAVE Stock Pumps After BTC News
00:09:30 Coffee Shops Buying Bitcoin
00:11:13 Classover’s $400M Solana Treasury Strategy
00:15:48 mNAV &Crypto Valuation Metrics
00:23:01 MicroStrategy’s Dilution Game &BTC Risks
00:26:16 Borrowing Against Bitcoin
00:28:20 BTC Cost Basis &Sustainability
00:31:18 Solid Companies vs. BTC Hype Plays
00:34:01 MicroStrategy’s Zero-Cost Debt &“Infinite Money Glitch”
00:38:04 Liabilities &Long-Term Holds
00:42:03 Doodles Token &NFT Valuations
00:47:48 Liminal Vaults &Hyperliquid Yield Plays
00:50:52 Hold vs. Farm
00:52:07 Solana Speculation &Memecoin Trades
00:56:33 Pump.fun - Too Big to Fail or Retail Trap?
01:03:12 Quick Hitters
01:06:25 Show Wrap-Up