Daily Stack

Today on the Daily Stack Show: Treasury Talks.

Also Hermann Vivier (@BitcoinEkasi) joins us to talk Bitcoin circular economies, real communities building real, working economies around Bitcoin, from the ground up, not from a balance sheet.

LIVE at 12:30 PM ET.

River modeled Bitcoin's price if Wall Street's own 1-7% portfolio allocation advice actually gets followed by 2029-2031.

The range: $250,000 to $840,000.

That's how much capital is still sitting on the sidelines.

Realistic, or too optimistic? 👇 https://x.com/DailyStackHQ/status/2095496816263368954/photo/1

An Oxford physicist published a paper arguing that quantum computers may be physically incapable, forever, of ever breaking Bitcoin. Not "not yet." Not "with enough engineering." Never. Here's the actual argument, and why it matters.

The quantum fear cycle around Bitcoin repeats

While Congress keeps stalling on the CLARITY Act, the SEC just isn't waiting around anymore. Two moves this week show exactly where things are heading, and neither is speculation. Both are already public.

Move one: the SEC just proposed the first real update to transfer agent https://x.com/DailyStackHQ/status/2095127420835619124/photo/1

MSTR was expected to break $140 and run toward $154.

Instead, it broke down as Iran news hit overnight.

The $90 MA is still holding on the daily chart — now we wait and see what happens next.

Watch the full podcast now : https://www.youtube.com/watch?v=C-FZa5LlTos&feature=youtu.be https://x.com/DailyStackHQ/status/2095123322451239383/video/1

Mid-August: US national debt crossed $40 trillion for the first time.

Today: already over $40.1 trillion.

$100 billion added in under two weeks.

At that pace, do the math on where this lands by year end. https://x.com/DailyStackHQ/status/2094857375492563058/photo/1

The U.S. isn’t the problem.

The dollar is.

With $40T in debt, the dollar could be the asset sacrificed to manage the global debt reset.

And that’s exactly why Bitcoin matters.

Watch the full podcast now: https://www.youtube.com/watch?v=_iirLYQ-GSg&feature=youtu.be https://x.com/DailyStackHQ/status/2094772636803023040/video/1

Bitcoin + Earnings This Week https://x.com/i/broadcasts/1qKVmypvPoPxB

New week, new macro moves.

Today at 12:30 ET: Macro & Institutional, what's actually shaping Bitcoin right now.

1 hour out. See you there. https://x.com/DailyStackHQ/status/2094447275091132663/photo/1

Bitcoin dropped more than 5% off its overnight high, and the reason has nothing to do with crypto.

Kevin Warsh, the Fed Chair, spoke today in Jackson Hole. Markets read it as hawkish. Here's exactly what happened and why it matters.

Warsh reiterated something he's said at every https://x.com/DailyStackHQ/status/2093414036419346784/photo/1

STACKING W/ SHAMBLES & SMINSTON https://x.com/i/broadcasts/1yJAPwkdBaMGb

The Friday Stack is legendary for a reason, and today's lineup is exactly why.

Normies in Shambles™ (@Normies_In_S) and Sminston With (@sminston_with) talking about the Bitcoin community.

12:30 ET, don't be the one who missed it live.

https://x.com/i/broadcasts/1pJkOOvomyNJj

Bitcoin is stuck at the $80,000 line, and today the real number to watch is $79,600, the average cost basis of actually invested capital.

That's the level where the average holder flips back into profit. A clean break above $80,000 wouldn't just be a round number, it would open https://x.com/DailyStackHQ/status/2093322246265671932/photo/1

Tomorrow's lineup for the Friday Stack:

12:30 PM ET: Normies in Shambles™ (@Normies_In_S) kicks things off. 1:00 PM ET: Sminston With (@sminston_with) takes it from there.

Bring coffee. We'll talk about the Bitcoin Community. 12:30 ET tomorrow. https://x.com/DailyStackHQ/status/2093083931172073533/photo/1

GREEN CANDLES | ASST | MSTR https://x.com/i/broadcasts/1pJdRDjVQyVKW

BlackRock's Robbie Mitchnick just corrected a mistake the whole crypto industry keeps making.

Yes, Bitcoin sometimes trades risk-on short term, because speculators push it that way.

But long-term? He calls it risk-off. Scarce, non-sovereign, no counterparty risk. Closer to gold https://x.com/DailyStackHQ/status/2092949917891276923/video/1

Tomorrow on the Daily Stack Show: Treasury Talk.

12:30 ET: @Greencandleit opens it up. 1:00 ET: @BenBear joins for round two.

Two guests, one topic that's shaping where Bitcoin treasuries go next.

12:30 ET tomorrow. Be there. https://x.com/DailyStackHQ/status/2092733833934446743/photo/1

Bitcoin bounced hard off a line that's called nearly every major bottom in its history. If the pattern holds, $450,000 is the "fair price" target by 2029.

Here's the model behind that number, and why it deserves both attention and skepticism.

It's called the Power Law. The core https://x.com/DailyStackHQ/status/2092704359112937714/photo/1

Bitcoin no es la burbuja que te contaron | Pamela Posada | The Bitcoin Libertarian https://x.com/i/broadcasts/1dKrPrMZMkvJX

🚨 THIS IS WHY BITCOIN IS RALLYING.

Bessent lit the match. ETF flows, BlackRock, CLARITY Act = amplifiers.

But the real catalyst?

Treasury buybacks.

@halstonvalencia breaks it down perfectly in this video.

Bitcoin is doing what Bitcoin does. 🤷‍♀️ https://x.com/DailyStackHQ/status/2092590452805419029/video/1

NVIDIA isn’t just selling AI chips — it’s investing in the companies buying them.

The question is whether that’s a genius strategy or circular demand.

Watch the full podcast now - https://www.youtube.com/watch?v=FKhegNt7h2k&feature=youtu.be https://x.com/DailyStackHQ/status/2092590100521914637/video/1

American workers got their smallest slice of the economic pie since the Great Depression started.

Wages and salaries now make up roughly 43% of US gross domestic income. Lowest since records began in 1929.

Even the broader measure, including health insurance and benefits, hit a https://x.com/DailyStackHQ/status/2092587978400923652/photo/1

127,271 Bitcoin. Three parties fighting over who owns it. One of them is 9/11 victims.

Here's a legal fight nobody's talking about, and it's stranger than fiction.

In 2020, someone stole 127,271 BTC from a mining pool called LuBian, the largest Bitcoin theft in history. The US https://x.com/DailyStackHQ/status/2092435505782591498/photo/1

CryptoQuant's Bull-Bear Market Cycle Indicator just flipped.

It's now signaling "Early Bull" phase, officially calling the bear market over.

The last time this exact signal fired was early 2023. Right before the next bull market picked up real momentum.

Worth watching whether https://x.com/DailyStackHQ/status/2092355622792503466/photo/1

Tomorrow, Wednesday August 26, on Daily Stack en Español: host @pameelaposada sits down with the @thebitcoinesp__.

If you're not tuned into the Spanish-language Bitcoin conversation yet, this is the episode to start with.

12:30 PM ET. Don't miss it. https://x.com/DailyStackHQ/status/2092329915928477730/photo/1

$NVDA Earnings Preview | Mini Monsters https://x.com/i/broadcasts/1dGYlabjemBKX

Going live in 2 hours. 12:30 ET.

What's actually driving price action right now, broken down clearly, plus the setups worth watching this week.

Set a reminder!

https://x.com/i/broadcasts/1YxNrrdbQrOxw

Metaplanet showed us what the next generation of Bitcoin treasury companies could look like.

BTC treasury + a productive operating buisness.

This is VERY interesting. 👀

🎙️ @halstonvalencia https://x.com/DailyStackHQ/status/2092244853237182793/video/1

Tomorrow on the Daily Stack Show: All about the Market.

We're digging into what's actually moving right now, and what it means for your next move.

12:30 ET. See you tomorrow & we wish you all a good rest. https://x.com/DailyStackHQ/status/2092029089272013082/photo/1

New week, fresh start. Excited to kick things off today.

On the Daily Stack Show at 12:30 ET: Macro & Institutional, everything moving in the bigger picture right now.

See you later. https://x.com/DailyStackHQ/status/2091895554594726156/photo/1

Bitcoin doesn’t go up because someone presses a button. Short-term moves have catalysts, but zoom out and the bigger thesis is simple: Bitcoin keeps winning because it’s the best asset on Earth.

Watch the full conversation now - https://www.youtube.com/watch?v=VXuALCUJ-ZI&feature=youtu.be https://x.com/DailyStackHQ/status/2091865802710688064/video/1

BlackRock's Bitcoin ETF had its second-best week ever. 22.5% in five days.

It missed the all-time record (Feb 2024, 23.42%) by less than a full point.

Bitcoin itself went from under $63,000 on Monday to $79,500 by Friday. Up 22.7% on the week. If it holds, that's BTC's best https://x.com/DailyStackHQ/status/2090928729279128050/photo/1

MSTR to $1000 w/ Robin Seyr https://x.com/i/broadcasts/1OxwbnznOOgJB

They keep intervening whenever markets get shaky — but what does that mean for price discovery, free markets, and the currency?

Watch the full episode: https://www.youtube.com/watch?v=S9jRhqLbFfY&feature=youtu.be https://x.com/DailyStackHQ/status/2090838589408248263/video/1

Happy Friday! 🙋‍♂️

Today: The Friday Stack, our weekly wrap of everything that actually mattered in Bitcoin and markets this week.

If you missed anything, this is the hour where it all comes together.

12:30 ET. See you there.

https://x.com/i/broadcasts/1qGoNNjwmeBKv

$2.28 billion in Bitcoin shorts have been liquidated since Wednesday, per @Coinglass.

Wednesday alone was the biggest short squeeze in $BTC history, in dollar terms. https://x.com/DailyStackHQ/status/2090730064283418854/photo/1

We're living through the third-best August in Bitcoin's history right now.

That shouldn't be happening. August is historically one of Bitcoin's weakest months, seasonally. https://x.com/DailyStackHQ/status/2090620295782514742/photo/1

The US national debt just crossed $40 trillion.

The first trillion took 205 years to accumulate. The last one took 152 days. https://x.com/DailyStackHQ/status/2090558486245507393/photo/1

BITCOIN BACK | SATA AT PAR | DIGY11 ETF LAUNCH https://twitter.com/i/broadcasts/1OxwbnmVdMMJB

US Bitcoin spot ETFs just pulled in $517 million yesterday. Their best single day since early May.👀📈 https://x.com/DailyStackHQ/status/2090418034875793811/photo/1

Bitcoin broke out, and a massive short squeeze poured gasoline on it.

Billions in short positions got liquidated within hours. Forced buying kicked in as traders scrambled to close, which pushed the price even harder.

Meanwhile, on-chain data shows something worth watching: https://x.com/DailyStackHQ/status/2090413836129947731/photo/1

The market hates uncertainty.

Before major events like interest rate decisions or inflation data, traders often wait on the sidelines. That uncertainty creates consolidation and sideways price action.

Once the news is released and the market digests it, the real directional https://x.com/DailyStackHQ/status/2090408514195791878/video/1

The 4-year cycle is doing exactly what it always does.

Quick reminder, because people forget this every single time:

The 2022 bear market ended with a short squeeze that came out of nowhere. Price had been stuck between $15,000 and $20,000 for weeks. Nobody was watching https://x.com/DailyStackHQ/status/2090223504301957297/photo/1

Tomorrow on the Daily Stack Show: Treasury Talks and everything moving in the Bitcoin world right now.

Our guest is someone whose research the market actually moves on: Sam Callahan (@samcallah), Director of Strategy & Research at @ORANJEBTC.

12:30 PM ET tomorrow. https://x.com/DailyStackHQ/status/2090182020710175107/photo/1

Bitcoin jumped over 8% in a single day. Here's the actual mechanism behind it, because it's more interesting than "number go up."

The US Treasury announced today it's doubling its long-term bond buyback program. From a max of $2B to at least $4B per operation, starting September https://x.com/DailyStackHQ/status/2090161429349282267/photo/1

3 HOURS FROM NOW!

Today is the third weekly episode of Daily Stack en Español.

@pameelaposada sits down with @nelsoninno to talk about what's happening in Bitcoin and LatAm.

Every Wednesday in Spanish, same time, 12:30 ET.

Follow also our new X Channel 👉 @DailyStackES. https://x.com/DailyStackHQ/status/2090069270524747911/photo/1

🚨 🇺🇸 The SEC did something it's never done before: proposed rules written specifically for crypto.

"Regulation Crypto Assets" dropped yesterday. Here's what's actually in it.

Qualifying projects could raise up to $75 million a year through a simplified process, no full https://x.com/DailyStackHQ/status/2089820946274378099/photo/1

BlackRock published a new report on Bitcoin. Down roughly 50% from the all-time high, and their view hasn't moved.

"Bitcoin's core investment case as an important emerging global monetary alternative and unique portfolio diversifier remains unchanged."

Their reasoning: no https://x.com/DailyStackHQ/status/2089800053191827916/photo/1

Options Education w/ Father Of Trades https://twitter.com/i/broadcasts/1nxnRBVvBgNxO

Today on the Daily Stack Show: the Markets.

12:30 PM ET. We'd love to see you there.

https://twitter.com/i/broadcasts/1dKrPPvrMPeJX

Bitcoin strategists could become the next key hire for traditional businesses — helping companies understand how to integrate Bitcoin into their balance sheets and strategy.

The shift from simply holding Bitcoin to strategically using it is already underway.

Watch the full https://x.com/DailyStackHQ/status/2089701723938140367/video/1

New to Daily Stack en Español: our Spanish-language show for the LatAm Bitcoin community.

Tomorrow Wednesday, August 19, host @pameelaposada sits down with @nelsoninno.

12:30 ET. This is now a standing weekly show in spanish, every Wednesday. Follow 👉 @DailyStackES https://x.com/DailyStackHQ/status/2089698836721831989/photo/1

For decades, buyers of 30-year Treasuries didn't care about price. Central banks. Pension funds forced to hold long maturities.

They're disappearing right now. No crisis triggered it.

Barclays calculates this shift alone adds about 0.9 percentage points to today's 30-year https://x.com/DailyStackHQ/status/2089683553168540124/photo/1

Bitcoin is boring right now.

Painfully boring.

BTC has spent weeks going almost nowhere around $63K–$65K.

But here’s the question:

Has Bitcoin historically behaved like this before a major move?

We went back through the data. 🧵👇

Bitcoiners Are Bitcoin’s Biggest Enemy? https://twitter.com/i/broadcasts/1yGBePpzWnkKN

Strategy raised $333.7M last week by issuing new $MSTR shares.

No Bitcoin was bought. No Bitcoin was sold.

Here's where the money actually went:

Cash reserve: pushed up to $4.8B $STRC buybacks: $132.2M $STRC dividend payout: $52.4M

This is a shift worth noting. For most of https://x.com/DailyStackHQ/status/2089324166306476055/photo/1

🇺🇸 Big week ahead. Here's what could move Bitcoin and the broader markets:

Tuesday: 14:30 US Building Permits (July) 16:00 US Existing Home Sales (July)

Wednesday: 20:00 FOMC Meeting Minutes White House meeting with representatives from the crypto and prediction market https://x.com/DailyStackHQ/status/2089322064335282264/photo/1

🚨 🇺🇸 US retail sales data for July dropped. It's the worst negative surprise in over a year.

Retail sales: -0.6% (expected +0.1%) Core sales: -0.3% (expected +0.2%) Retail Control Group: -0.4% (expected +0.3%)

The Control Group is the number that actually matters. It feeds https://x.com/DailyStackHQ/status/2088971570593100272/photo/1

MSCI's Bitcoin treasury rule is back. And this time it's harder to dismiss.

The first version, proposed October 10, 2025, targeted crypto holding companies directly. Strategy called it discriminatory. MSCI shelved it in February.

The new version doesn't mention crypto once.

It https://x.com/DailyStackHQ/status/2088641876232642934/photo/1

Gatekeeping won’t bring Bitcoin to the masses.

You don’t stop being a Bitcoiner because you bought through an ETF, Coinbase, or anywhere else.

Couldn’t agree more with this take from @halstonvalencia 👇 https://x.com/DailyStackHQ/status/2088611669366944178/video/1

Steve Gregory | CEO Binance USA https://twitter.com/i/broadcasts/1pJdRDDOnAQKW

When liquidation risk sits with the borrower, it’s one borrower’s problem.

But when that risk shifts to the lender—and the lender doesn’t hedge properly—it can become everyone’s problem.

One bad risk-management decision can turn a single underwater loan into systemic losses. https://x.com/DailyStackHQ/status/2088301037996454045/video/1

🟠 The Friday Stack 🟠

Coming up today: the Bitcoin community, what it actually looks like now, who's building it, and where it's headed.

12:30 ET: Steven Gregory (@stevie_satoshi) 1:00 ET: Scott Ellam (@btconlyscott)

See you soon at 12:30 ET! 🤩

https://twitter.com/i/broadcasts/1OGwbbqpOldKB

Good night from the Daily Stack team!

Tomorrow we'll talking about the Bitcoin community, what it actually looks like now, who's building it, and where it's headed.

12:30 ET: Steven Gregory (@stevie_satoshi) 1:00 ET: Scott Ellam (@btconlyscott)

See you tomorrow at 12:30 ET. https://x.com/DailyStackHQ/status/2088068431962595586/photo/1

🏗️ While most people are watching the price, the financial world is quietly building the plumbing around Bitcoin.

🇺🇸 JPMorgan has filed structured notes tied to BlackRock's IBIT, offering investors up to 1.5x leveraged exposure through a regulated bond-like product.

🇯🇵

BTC IS NOT "CAPTURED" https://twitter.com/i/broadcasts/1nKOLQQvAlvGR

Coming up TODAY: Treasury Talks.

Lev (@NextLevBitcoin) opens at 12:30 PM ET, then Mauricio Di Bartolomeo (@cryptonomista) joins at 1:00 PM for round two on where Bitcoin treasuries are actually headed.

12:30 PM ET.

https://twitter.com/i/broadcasts/1pJkOOvXraoJj

🚨🇺🇸 BREAKING: Producer prices just came in cooler than expected, and this one actually surprised markets.

PPI: 0.0% MoM (exp. +0.2%), +4.7% YoY (exp. +4.9%) Core PPI: +0.2% MoM (exp. +0.3%), +4.2% YoY (exp. +4.2%)

The headline number is the real story here. Economists expected https://x.com/DailyStackHQ/status/2087886321909997654/photo/1

Tomorrow on the Daily Stack Show: Treasury Talks.

12:30 PM ET: Lev (@NextLevBitcoin) opens the conversation. 1:00 PM ET: Mauricio Di Bartolomeo (@cryptonomista) joins for round two.

Two perspectives on where Bitcoin treasuries are actually headed. 12:30 ET!

See you tomorrow. https://x.com/DailyStackHQ/status/2087698119051919836/photo/1

Strategy sold 1,690 BTC this week.

$108M went into STRC buybacks, while another $650M went into cash reserves.

7 weeks. No new BTC.

What’s going on? 👀

Watch the 1-minute breakdown 👇 https://x.com/DailyStackHQ/status/2087667344805933425/video/1

🚨 TODAY 🚨

@gustavojfe from @AureoBitcoin joins host Pamela Posada (@pameelaposada) on Daily Stack en Español!

TOPICS: adoption, education, and what's still missing for Bitcoin to become truly useful for more people across Latin America.

See you soon at 12:30 ET. https://x.com/DailyStackHQ/status/2087539634205061267/photo/1

What if you had $3B+ in institutional capital to buy businesses and build an entire portfolio?

That’s the bet behind Brad Jacobs — and the numbers get even more interesting when you look at where the business could go by 2030.

There’s a lot more to this strategy than just the https://x.com/DailyStackHQ/status/2087534548397809804/video/1

🚨 🇺🇸 July CPI landed exactly where the market expected. No surprise, but that doesn't mean no consequences.

Headline CPI: +0.1% MoM (exp. +0.1%), +3.4% YoY (exp. +3.4%) Core CPI: +0.2% MoM (exp. +0.2%), +2.5% YoY (exp. +2.5%)

An in-line print sounds boring, but it's actually https://x.com/DailyStackHQ/status/2087525301291044879/photo/1

Bitcoin is at $63,600 today.

Exactly one year ago: $119,300.

That’s a 47% drop in 12 months.

Same asset. Same 21 million cap. Completely different price.

Bitcoin doesn’t care about your timeframe!

Tomorrow on Daily Stack en Español:

Pamela Posada (@pameelaposada) sits down with Gustavo (@gustavojfe), CEO & Founder of @aureobitcoin.

12:30 PM ET, Wednesday. If you speak Spanish and follow Bitcoin, this is the show to catch. https://x.com/DailyStackHQ/status/2087282916451828117/photo/1

Mini Monster Stocks: $FRMI $ONDS $SOUN $QXO https://twitter.com/i/broadcasts/1XxygwgzDQvGM

🚨 BIG AI DEAL. BIG $RIOT MOVE.

Anthropic just signed a binding $9.1 BILLION, 20-year lease with $RIOT Platforms for 191 MW of AI data center capacity at Riot’s Rockdale facility in Texas.

We’re breaking it down TODAY at 12:30 ET!

Don’t miss it.

https://twitter.com/i/broadcasts/1wxWjjklyjWJQ

The world's largest public Bitcoin miner sold nearly half its treasury to buy a power plant.

MARA sold 23,093 BTC in H1 2026 for $1.63 billion, an average of $70,631 per coin. Holdings dropped from 53,822 to 35,577 BTC. On August 4, it pledged another 18,750 BTC as collateral https://x.com/DailyStackHQ/status/2087173062647058520/photo/1

For months, crypto influencers claimed Trump Media had sold over 7,281 BTC at a loss, based on watching wallet transfers to https://crypto.com/us.

TMTG's actual Q2 2026 filing just proved the opposite.

Those "sales" were misread collateral pledges. The company never sold, it https://x.com/DailyStackHQ/status/2087153895009100100/photo/1

Bears Circle AI's Biggest Week https://twitter.com/i/broadcasts/1RKZzBjZqBoKB

Bitcoin’s next S-curve could be about far more than digital gold. As AI and agentic economies grow, permissionless ownership could unlock an entirely new use case for Bitcoin.

Watch the full podcast now: https://www.youtube.com/watch?v=rQreH-QDavs&feature=youtu.be https://x.com/DailyStackHQ/status/2086808262247346627/video/1

Strategy update: the company sold 1,638 BTC for $104.7 million and used the proceeds, along with $290.6 million raised through new MSTR shares, to repurchase 912,143 STRC shares for $81.2 million and add $250 million to its USD reserve, now at $4 billion.

Strategy hasn't bought https://x.com/DailyStackHQ/status/2086795974966399143/photo/1

BIP-110 is dead. And the way it died tells you everything about how Bitcoin actually works.

The proposal needed 55% of miners signaling support to activate. It got 2.5%. Last night the fork triggered anyway, splitting off its own chain.

15 hours later: the real Bitcoin chain is https://x.com/DailyStackHQ/status/2086447722391830804/photo/1

For years, Warren Buffett's $365 billion cash pile was Wall Street's scariest warning sign. This morning, that signal just flipped.

Berkshire Hathaway just became a net buyer of stocks for the first time in over three years, in the same week the S&P 500 hit a record high.

The https://x.com/DailyStackHQ/status/2086135940938862759/photo/1

Bitcoin is fighting to hold $65,000, and the setup right now is genuinely interesting.

The bull case: ~12,000 BTC flowed into ETFs this week, the second-strongest weekly inflow of the entire year. That's real institutional demand showing up at a key level.

The bear case: price https://x.com/DailyStackHQ/status/2086078568220471646/photo/1

LIVE: CLARITY ACT | UK BTC | STRC REBOUND https://twitter.com/i/broadcasts/1yKAPPjBVwWxb

Coming up TODAY: Robin Thatcher (@BitcoinTaxUK) on the crypto tax mistakes that cost Bitcoiners the most, then Eric Yakes (@ericyakes), author of The 7th Property, on where Bitcoin adoption actually goes from here.

12:30 PM ET.

https://twitter.com/i/broadcasts/1DxleevkmeEKL

Everyone wants to make money quickly, but Bitcoin has always rewarded those who think in years instead of weeks.

If you're buying Bitcoin, buy it with a long-term mindset and make sure your self-custody strategy doesn't have a single point of failure.

Watch the full clip https://x.com/DailyStackHQ/status/2085705873104797863/video/1

Today on the Daily Stack Show: the Bitcoin community, and beyond.

12:30 ET: Robin Thatcher (@BitcoinTaxUK), accountant and crypto tax specialist.

1:00 ET: Eric Yakes (@ericyakes), author of The 7th Property and founder of Epoch Ventures.

See you at 12:30 ET! 🚀 https://x.com/DailyStackHQ/status/2085702967143874862/photo/1

The CLARITY Act won't get a Senate vote before recess. It's been pushed to September.

The reason matters more than the delay itself: Democrats declined to approve a time agreement that would have sped up remaining Senate business, and the sticking point is an ethics fight over https://x.com/DailyStackHQ/status/2085699910741987471/photo/1

Briefing on Clarity Act | $STRC is BACK https://twitter.com/i/broadcasts/1AxRnnQoyqVxl

The S&P 500 just closed at a record high for the first time in 42 days. The biggest winners? The stocks Wall Street had bet against the hardest.

Goldman Sachs' basket of the most heavily shorted US stocks is up roughly 13% in just four trading days. That's not fresh bullish https://x.com/DailyStackHQ/status/2085368343335252093/photo/1

Everyone talks about Bitcoin's 4-year cycle.

But what if it doesn't exist anymore?

This conversation explains why global liquidity could now be a much bigger driver of Bitcoin's price than the halving cycle.

Watch the full discussion on our YouTube channel: https://x.com/DailyStackHQ/status/2085347753169973257/video/1

Bitcoin makes your money free. It doesn't make you free.

We saw a great point from a German Bitcoiner last week: Bitcoin is perfect money. Borderless, seizure-resistant, movable 24/7. But if you only hold one passport, none of that matters the day your government decides you're

Tomorrow on the Daily Stack show: Bitcoin Treasuries.

12:30 ET: Derek from @predyx_markets breaks down the market side.

1:00 ET: Scott Ellam (@btconlyscott), founder and CEO of @XCEOfficial, joins for round two.

See you tomorrow at 12:30 PM ET. https://x.com/DailyStackHQ/status/2085097036458676511/photo/1

Eli Lilly posted $23B in Q2 revenue this morning, raised full-year guidance to $85B-$87B, and the GLP-1 franchise alone (Mounjaro + Zepbound) generated $14.87B in a single quarter even with a 13% price decline, because volume growth is running that far ahead of pricing pressure. https://x.com/DailyStackHQ/status/2085012723494986163/video/1

For the first time ever, a US spot Bitcoin ETF is shutting down.

August 17 is the last trading day for the Hashdex Bitcoin ETF (ticker: DEFI). Anyone still holding shares after that date gets cashed out, not Bitcoin, at whatever price the fund gets when it sells.

The fund https://x.com/DailyStackHQ/status/2084991569308889590/photo/1

Everyone thinks NVIDIA is leading the AI gold rush. But Amazon has been quietly building something much bigger behind the scenes.

From developing its own AI chips to building the infrastructure that powers the next generation of AI, Amazon is positioning itself as far more than https://x.com/DailyStackHQ/status/2084990178108776652/video/1

We say, "1 BTC = 1 BTC."

Yet most of us still check the USD price every day.

If fiat no longer mattered, why do we keep looking?

Honest answers only.👇

Amazon $AMZN Deep Dive: The Alpha Beyond AWS and Ecommerce https://twitter.com/i/broadcasts/1XxyggqlXjLGM