James Check joins the show to analyze Bitcoin's market structure in early 2026. We discuss the divergence between BTC and equities, the impact of "extraordinary" ETFs, and why the Realized Cap suggests a cooling-off period. Plus, deep dives into quantum computing risks and on-chain data.
Max Resnick discusses his transition from Ethereum to Solana, the intricacies of MCP for solving MEV, and the rise of prop AMMs like Humidify. He dives into on-chain market structure, censorship resistance, and competing with Hyperliquid.
Charlie Spears explores the existential threat of quantum computing to Bitcoin. Shor’s algorithm and the heated debate surrounding Satoshi’s 1 million BTC stash.
For today’s roundup, Hut 8 waits on approval for a 500 MW site in Illinois, MSCI keeps MSTR in indices, and Florida tries again for a strategic bitcoin reserve.
Charlie and Colin drop their 6 major predictions for 2026. From a silver supply shock and Bitcoin hash rate stagnation to the rise of prediction markets and AI data center delays. Find out why big banks are entering Bitcoin lending and why the internet is about to get fake.
