Bitcoin Magazine

Bitwise’s André Dragosch: Bitcoin’s “Fair Value” of $197,000

4.1K views · 1d ago · 51:11

Guest: Bitwise’s André Dragosch

Bitwise's André Dragosch joins Spencer Nichols to explain why Bitcoin tends to move before shifts in global liquidity, acting as the canary in the liquidity coal mine, and why his global money supply model puts Bitcoin's fair value at $197,000 today. They also dig into recession risk, the Fed's next move, and how capital rotating out of precious metals could help Bitcoin catch up to the money supply.

Topics: Why French Bond Yields Are Rising · Tightening Financial Conditions Go Global · What the Dollar and an AI Bubble Mean for Bitcoin · Contagion Risk in the AI Credit Complex · Bitcoin, the Canary in the Liquidity Coal Mine · The Fed's Dilemma and the Debt Burden

Adam Back: Pension Funds Are Bitcoin's "Third Wave" of Adoption

19K views · 2d ago · 12:45

Guest: Adam Back

The first wave of Bitcoin adoption was individuals. The second was the ETFs. Adam Back, CEO & Co-Founder of Blockstream, explains why the third wave of model portfolios, managed funds and pension funds is still largely to come, and how Swiss banks are getting ready for it.

Topics: Why Blockstream Opened an Office in Lugano · Why Blockstream Started Offering Consulting · Swiss Banks Want Quantum-Safe Bitcoin Custody · Tokenized Money Market Funds vs. Stablecoins · Tokenized Shares on Liquid and Blockstream AMP · Where Institutions Still Get Stuck

Binance Hack, MSTR Earnings, Tech Meltdown | BMTV Oct. 30, 2026

5.6K views · 2d ago · 1:30:40

Grace Remington and Sean Hagan break down the #BinanceHack, #MSTR earnings, and the #Tech meltdown on #BitcoinMagazine TV (BMTV). Live Monday through Friday at 9:30am ET. Guests Thomas Pacchia – Co-Founder & CEO, PubKey Mike Flaum – Bitcoin Treasury Analyst, Log Scale Investments Jorge Jraissati – President, Economic Inclusion Group and more!

MSTR Q3 2026 Earnings Call: Analyst Q&A

3.6K views · 2d ago · 28:07

The full analyst Q&A from Strategy's (MSTR) Q3 2026 earnings call. Phong Le and Michael Saylor take questions from BTIG's Andrew Harte, Treasury's Khing Oei, Galaxy's Alex Thorn, Citi's Pete Christiansen and Scott Melker on digital credit, Stretch (STRC) returning to par, the other preferreds, Bitcoin's financialization and tokenization.

Topics: Strategy's Balance Sheet vs. the Last Bull Market · You Need a Lot of Capital to Create a Lot of Credit · When Does Strategy Turn the Equity ATM Back On? · Why STRC Took Four Months to Return to Par · What Happens to STRD, STRK and STRE? · Why the Euro-Listed STRE Is a Challenge

Mike Flaum: MSTR Performance "Massively" to the Upside During Next BTC Bull Run

17K views · 3d ago · 23:45

Guest: Mike Flaum

Mike Flaum, CEO of Log Scale Investments, joins Bitcoin Magazine TV to talk Strategy's Stretch, daily dividends, Strive's SATS, Bitcoin-backed preferreds vs. Treasury bonds for retirees, mNAV and the four-year cycle. He explains why he separates risk from volatility and why he's bullish long term.

Topics: Mike Flaum on Strategy and Bitcoin Treasury Companies · What Stretch Getting Back to Par Means for Strategy · How Issuing Stretch at $100 Restarts Bitcoin Buying · Strategy Shareholders Approve Daily Dividends · Why Daily Dividends Work Like Bitcoin Perpetual Futures · Opportunistic Traders vs. Long-Term Preferred Holders

What to Know About the $6.3 Billion Binance Hack

10K views · 3d ago · 10:35

The biggest crypto-related hack in history by dollar volume just hit Binance, with more than $6.3 billion in affected assets moving on-chain. About $3 billion was frozen through stablecoin operators, but $3.3 billion has not been recovered. Bitcoin Magazine TV breaks down what happened, what Binance has said, and why every day now feels like zero day for crypto security.

Topics: Binance Sees $6.3 Billion Move On-Chain in Record Hack · Binance Freezes $3 Billion as $3.3 Billion Stays Missing · Polymarket Hack Drains $2.7 Million From User Wallets · Why Every Day Is Zero Day for Crypto Security · What the Multi-Chain Hit Reveals About Binance Custody · TRM Labs Ties the Attack to North Korea's TraderTraitor

The Fed's Next Move, Bitcoin-Backed Credit & BTC Yield | BMTV Nov. 2, 2026

2.8K views · 3d ago · 2:05:32

Grace Remington and Sean Hagan break down the #Fed's next move, #BitcoinBackedCredit, and #BTCYield on #BitcoinMagazine TV (BMTV). Live Monday through Friday at 9:30am ET. Guests Tony DiCarlo – Director of Institutional Propositions, RootstockLabs Andrew Hohns – Founder & CEO, Newmarket Capital & Battery Finance Eric Wallerstein – Chief Macro Strategist, Clocktower Group and more!

Oil & Commodities, Fed Rates, Bitcoin Cycle Analysis | BMTV Oct. 29, 2026

3.9K views · 3d ago · 2:11:11

Grace Remington and Sean Hagan break down #Oil & #Commodities, #FedRates, and #BitcoinCycle analysis on #BitcoinMagazine TV (BMTV). Live Monday through Friday at 9:30am ET. Guests Mason Lynaugh – Executive Director, Stand With Crypto Alex Thorn — Head of Firmwide Research, Galaxy Doomberg – Energy & Macro Analyst, Doomberg and more!

LIVE: Strategy (MSTR) Q3: 2026 Earnings Call

27K views · 3d ago · 2:12:17

Tune in for the Strategy (MSTR) Q3 2026 Earnings Call, including a live analyst Q&A session. Learn more about Strategy (MSTR) Earnings call syndication in partnership with Bitcoin Magazine and Bitcoin for Corporations, the executive network for Bitcoin strategy

Tyler Evans: Bitcoin ETF Flows Flipped From “Highly Negative” to “Strong Accumulation”

3.2K views · 3d ago · 18:11

Guest: Tyler Evans

Bitcoin has matured out of the bear market. So what's next? Tyler Evans breaks down the Fed, the bond market, JPMorgan naming Bitcoin its best-performing asset class, ETF flows flipping to strong accumulation, and why the U.S. midterms could be pivotal heading into 2027. At the end of the day, he says, Bitcoin will just do its thing.

Topics: Tyler Evans Joins Bitcoin Magazine TV · Is Bitcoin's Pause Before the Next Move Up? · The Fed, Kevin Warsh and the Bond Market · Institutions Buy as Bitcoin Flows Into the U.S. · Bitcoin vs. the AI Trade · VanEck's All-in-One ETF and Bitcoin's Allocation Problem

Doomberg: US Treasury Sanctions are "Wildly Bullish" for Bitcoin & Gold

55K views · 4d ago · 26:48

What happens to reserve assets when you're not allowed to sell them? Doomberg argues that U.S. pressure on allies to hold their Treasuries changes the math for central banks, and that in a crisis "you sell what you can sell, not what you want to sell." That explains gold's short-term weakness since February 28th, but in the long run he sees it as wildly bullish for gold and Bitcoin as neutral reserve assets.

Topics: Doomberg on the Fed, Kevin Warsh and the Midterm Elections · Will Trump Restart the War in Iran After the Midterms? · Houthi Refinery Strikes, $110 Brent and Prices at the Pump · What a Renewed U.S.–Iran Conflict Would Mean for Global Markets · Doomberg's Bull Case: Peace Deals and a Post-Midterm Boom · How a Diesel Shortage Turns Into a Glut

Alex Thorn: 50-Week Signal Says Bitcoin's Bottom is In

6.6K views · 4d ago · 24:33

Guest: Alex Thorn

Galaxy's new research note opens with a blunt call: “We believe the bottom is in.” Alex Thorn breaks down the evidence, starting with the fact that regaining the 50-week moving average after 20+ weeks below it has never been followed by a new low. He explains why Bitcoin's resilience around $80K matters and why he thinks it's contrarian to say long Bitcoin right now.

Topics: Bitcoin at $81K After the Fed: Is the Bottom In? · Galaxy's 50-Week Moving Average Signal · Bitcoin's Resilience Around $80K Amid AI Fears · Light Positioning: “The Crowd Is Not Here” · 13F Filings: Hedge Funds Out, Sovereigns and Wealth Managers In · Tokenization Hype, the Narrative Pendulum and the Basis Trade

Alexandre Laizet on The French Debt Crisis: "Europe is in Need of Bitcoin"

3.1K views · 4d ago · 22:35

France is at 120% debt to GDP, and Alexandre Laizet says the problem isn't the debt, it's that the proceeds are spent and not invested. The Capital B executive explains why Europe's debt crisis and monetary debasement make the case for Bitcoin, and why France's capital markets are suited to a Bitcoin treasury strategy.

Topics: Capital B: Europe's First Bitcoin Treasury Company · Why Europe Needs Bitcoin and France's Capital Markets · France's Debt, Moody's Rating and Spent vs. Invested · Capital B's Goal to Become Europe's Most Capitalized Company · Strategy's Dividends and Digital Credit in Europe · Perpetual Credit and Regulation in France and Europe

Bitcoin in the Midterms, Bitcoin Macro Strategy | BMTV Oct. 28, 2026

4.5K views · 4d ago · 2:25:26

Grace Remington and Sean Hagan break down #Bitcoin in the #Midterms and #BitcoinMacro strategy on #BitcoinMagazine TV (BMTV). Live Monday through Friday at 9:30am ET. Guests Tyler Evans – Chief Investment Officer, Nakamoto Alexandre Laizet – Deputy CEO & Head of Bitcoin Strategy, Capital B Senator Bill Hagerty – U.S. Senator, Tennessee and more!

Senator Bill Hagerty: Expanding the U.S. Strategic Bitcoin Reserve, & the Future of Dollar Hegemony

14K views · 4d ago · 20:52

Guest: Senator Bill Hagerty

Senator Bill Hagerty says the only answer some in Congress have is a central bank digital currency, and that's “absolutely not consistent with freedom and liberty.” In this in-studio interview, he explains how uncertainty let former SEC chair Gary Gensler attack the industry, why a light government touch helps innovation thrive, and what Congress can realistically get done before the new session in January.

Topics: Senator Bill Hagerty on What's Next for the Clarity Act · Democrats, Ethics Provisions and the Stablecoin Rewards Debate · How the SEC and CFTC Are Regulating Crypto Without Congress · How the GENIUS Act Will Change Payments and Settlement · Stablecoins, Treasury Demand and U.S. Dollar Dominance · The U.S. Strategic Bitcoin Reserve and 200,000 Bitcoin