Episode Details

Why Phantom Is Launching Perps + Why Bit Digital Ditched BTC for ETH - Ep. 866
7/11/2025
Unchained

Key Insights

Bullish:

  • 🟢 $CRYPTOTREASURY - Aggressive acquisition of crypto assets through financial engineering, following MicroStrategy's playbook.
    • We're gonna do it through financial engineering. We're basically shamelessly copying the MSTR playbook that Michael Saylor has given to us, to the entire world.” - Sam (43:03)
  • 🟢 $ETH - 🔒
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  • 🟢 $DATACENTERS - 🔒
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Bearish:

  • 🔻 $BTCMINING - 🔒
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  • 🔻 $CRYPTOTREASURY - 🔒
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