The Wolf Of All Streets

Bitcoin Had Its Best August in Years - Now Everything Gets Harder

The Wolf Of All Streets

Show Notes

Bitcoin heads into September under pressure as renewed U.S.-Iran strikes push oil above $90 and markets sharply raise the odds of a Fed rate hike after Kevin Warsh’s hawkish Jackson Hole speech. Despite September’s historically weak reputation, midterm-year seasonality has often been much stronger, while gold is still coming off its best month since January.

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More from The Wolf Of All Streets

Oct 22, 2026

Bitcoin pushed toward the top of its range, then gave it all back overnight as Tesla and Meta reignited AI spending fears and stock futures slid. Is Bitcoin still just a risk asset tied to Wall Street's AI trade? Carlos Domingo, CEO of Securitize, joins to talk about Securitize Stocks, the new venues for trading tokenized shares, tokenized Meta shares moving to Solana and why some companies are opting out of having their stock tokenized at all. Plus, China moves to claim 61,800 BTC held in the UK.

Oct 21, 2026

Iran says there will be no talks with Washington until its demands are met, and oil is back near $110 as tanker attacks around the Strait of Hormuz keep supply on edge. Bitcoin is still stuck below the level that rejected it four days in a row, with the Fed meeting next week. Nicola White, Robinhood's VP of Institutional Crypto and General Manager of Bitstamp, joins to talk about Robinhood's US perps rollout, the CFTC's fight with CME over Bitcoin perpetual futures, and why 16 companies, including Goldman Sachs and Microsoft, are objecting to tokenized versions of their stock. Plus, JPMorgan's U-turn on Bitcoin, the SpaceX-Tesla merger talk ahead of Tesla earnings, and bank stocks' longest losing streak since 2008

Oct 20, 2026

Bitcoin ETFs just posted their best day since September, with BlackRock's IBIT pulling in $665 million on its own, yet Bitcoin still stalled below last week's highs. We dig into who is selling into that bid, why Strategy bought just 267 BTC last week while spending $193 million buying back its own preferred stock, and what BlackRock's new downside-protected Bitcoin ETF filing says about Wall Street's appetite. Plus, the SEC's crypto rule comment deadline, 10-year yields above 5% and chip stocks ahead of next week's Fed meeting.

Oct 19, 2026

Bitcoin held up last week, falling only about 2% while more than $1 trillion was wiped off AI and chip stocks in a brutal tech selloff. Inflation remains hot, with CPI at 3.7% and PPI at 6.3%, yet Treasury yields have pulled back ahead of next week's Fed meeting. We break down what's holding Bitcoin up, a second straight week of spot Bitcoin ETF outflows, and the new MSCI rules that put Strategy's index spots at risk.

Oct 16, 2026

Strategy faces potential removal from major MSCI indexes, raising concerns about billions in forced selling, while Google’s latest quantum breakthrough reignites debate over Bitcoin’s long-term security. We also cover Fed Chair Warsh’s warning about a bumpy AI transition and Hyperliquid’s push for regulation at the application layer rather than the blockchain itself.

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