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What the podcasts are saying about
COIN
In-depth coverage
26
Mentions · 7d
101
Mentions · 30d
101
Mentions · 90d
72
Episodes
Latest attributed ideas · most recent first
18 JULTHE ALPHA EXCHANGE · 11:20
Speculative appeal of stock-up vol-up assets
“The host argued that assets exhibiting a positive correlation between price and implied volatility (stock-up vol-up) generate unique, highly liquid, and speculative options markets due to their unlimited upside potential.”
Core thesis · 5/5Verify in source →
18 JULON THE MARGIN · 08:15
Crypto treasury companies create dangerous leverage bubble
“The bear case argued is that the proliferation of public 'crypto treasury companies' pivoting to hold digital assets creates a highly fragile leverage bubble that will eventually collapse.”
Core thesis · 5/5Verify in source →
18 JULTHE KNOWLEDGE PROJECT · 01:15
CEO crisis management requires balancing trust and liability
“The guest argued that during corporate crises, CEOs must actively weigh reputational and trust risks against legal liability, rather than defaulting entirely to legal counsel.”
Explored in depth · 4/5Verify in source →
18 JULTHE ALPHA EXCHANGE · 04:50
Avoid long-duration low-coupon convertible bonds
“The bearish case argued for the convertible bond market is that long-duration, low-coupon issues offer little margin for error and high risk of loss in a higher-rate environment.”
Core thesis · 5/5Verify in source →
17 JULUNCHAINED · 02:45
Coinbase talent retention signals strong product execution
“The transition of product responsibilities for the BaseApp wallet to Kobe is a bullish signal for Coinbase's product ecosystem.”
Substantive discussion · 3/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 06:10
Crypto ETFs introduce high causal correlation
“The launch of spot ETFs has structurally linked Bitcoin and Ethereum to the broader tech and momentum liquidation cycles.”
Substantive discussion · 3/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 12:10
Broker-dealers face high dispersion and AI disruption
“The thesis argues that the broker-dealer and exchange sector is entering a period of high dispersion and potential disruption from AI trading tools and prediction markets.”
Substantive discussion · 3/5Verify in source →
17 JULMASTERS IN BUSINESS · 04:10
Fintech and crypto rely on regulatory arbitrage
“The structural viability of many fintech and cryptocurrency business models depends on maintaining regulatory exemptions rather than genuine technological superiority.”
Substantive discussion · 3/5Verify in source →
17 JULON THE MARGIN · 10:10
Crypto cards serve as loss-leader acquisition tools
“Centralized exchanges and Web3 projects utilize crypto card programs as loss-leaders to acquire customers and drive high-margin platform activity.”
Substantive discussion · 3/5Verify in source →
17 JULTHE POMP PODCAST · 07:12
US perpetual futures launch is imminent
“The CFTC is very close to approving and establishing a regulatory framework for perpetual futures contracts (perps) in the United States, starting with crypto assets.”
In depth · 4/5Verify in source →
17 JULFINTECH INSIDER PODCAST BY 11:FS · 13:10
Fintechs integrate prediction markets for super-apps
“The speakers argued that prediction markets are becoming a core vertical for fintech platforms aiming to build all-in-one 'super apps' to boost user engagement.”
In depth · 4/5Verify in source →
17 JULBANKLESS · 03:15
Stablecoin yield compromise threatens growth
“The proposed 'no passive yield' compromise in the Clarity Act is a bearish headwind for stablecoin growth and the valuations of major crypto platforms.”
In depth · 4/5Verify in source →
17 JULTHE POMP PODCAST · 11:15
Underweight stance on digital asset treasuries
“The bear case against digital asset treasury companies (DATs) and exchanges is that they add unnecessary leverage to an already volatile asset class and suffer from poor corporate governance.”
Substantive discussion · 3/5Verify in source →
17 JULTHE POMP PODCAST · 06:00
Pricing pressure threatens retail crypto brokers
“The guest argued that traditional and crypto-native retail brokerages face severe fee compression due to low-cost institutional entrants and decentralized wallet alternatives.”
Substantive discussion · 3/5Verify in source →
17 JULTHE REAL ESTATE GUYS RADIO SHOW · 05:40
Wall Street IPOs serve as exit strategies
“The guest argued that initial public offerings (IPOs) on Wall Street are designed to extract wealth from the public and serve as exit strategies for founders rather than opportunities for retail investors.”
Substantive discussion · 3/5Verify in source →
17 JULBANKLESS · 04:10
Base pivots from social to financial primitives
“Coinbase's Base layer-2 network is shifting its focus away from Web3 social applications toward decentralized finance and trading primitives.”
Substantive discussion · 3/5Verify in source →
17 JULFINTECH INSIDER PODCAST BY 11:FS · 05:10
Liability and governance unlock agentic commerce
“The core bottleneck for the scaling of agentic AI payments is not the underlying payment rails, but the lack of a defined liability, insurance, and dispute-resolution framework.”
Core thesis · 5/5Verify in source →
17 JULTHE POMP PODCAST · 13:50
Hyperliquid challenges centralized crypto exchanges
“Decentralized perpetual exchanges like Hyperliquid pose an existential threat to centralized giants like Coinbase and Binance by offering 24/7 permissionless trading of traditional assets.”
In depth · 4/5Verify in source →
17 JULWHAT BITCOIN DID · 06:50
Corporate treasury centralization threatens Bitcoin custody decentralization
“The trend of publicly traded companies adopting Bitcoin treasury strategies risks centralizing a massive portion of the supply into a few regulated custodians.”
Substantive discussion · 3/5Verify in source →
17 JULWEALTHION - BE FINANCIALLY RESILIENT · 13:00
Crypto underperformance presents a reloading opportunity
“The guest argued that cryptocurrency has underperformed the recent technology rally and represents an attractive risk-on opportunity as regulatory clarity improves.”
Substantive discussion · 3/5Verify in source →
17 JULTHE POMP PODCAST · 04:15
Stablecoins will win but Circle faces trouble
“The guest argued that while stablecoins are poised to 'eat the world,' Circle and Coinbase may not benefit due to intense banking competition and Tether's dominance.”
Substantive discussion · 3/5Verify in source →
17 JULEURODOLLAR UNIVERSITY · 08:10
The rise of corporate 'AI washing'
“Many companies are exaggerating their AI integration to rebrand standard cyclical layoffs and weak demand as visionary efficiency initiatives.”
Explored · 3/5Verify in source →
17 JULUNCHAINED · 00:00
Consortium stablecoins face structural incentive hurdles
“The bear case argued: the newly announced OUSD stablecoin consortium is unlikely to displace the Circle and Tether duopoly due to the inherent governance and incentive challenges of a 140-member coalition.”
Core thesis · 5/5Verify in source →
17 JULUNCHAINED · 08:15
DeFi rails are replacing CeFi backends
“The thesis presented is that decentralized finance (DeFi) infrastructure is structurally superior to traditional tech, leading centralized platforms to increasingly adopt DeFi backends.”
In depth · 4/5Verify in source →
16 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 04:10
Network effects create high barriers in stablecoins
“The guest argued that the stablecoin market will be dominated by a few major players due to powerful developer and liquidity network effects, making bespoke corporate stablecoins uneconomical.”
In depth · 4/5Verify in source →
16 JULWHAT BITCOIN DID · 04:45
Paper Bitcoin and centralized custody threaten network resilience
“The primary threat to Bitcoin's revolutionary properties is the hyper-concentration of supply in centralized custodians and paper Bitcoin products.”
In depth · 4/5Verify in source →
4 JULTHE COMPOUND AND FRIENDS · 01:10
Bitcoin at $100k key for retail brokerages
“The speakers argued that a Bitcoin price of $100,000 is the ultimate catalyst needed to fully revive retail trading enthusiasm and transaction revenues for platforms like Robinhood and Coinbase.”
Substantive discussion · 3/5Verify in source →
4 JULTHE TIM FERRISS SHOW · 10:45
The single-belief rule for growth investing
“The guest argued that successful growth investing relies on identifying a single, core macroeconomic or structural belief about a company rather than relying on complex multi-page financial models.”
In depth · 4/5Verify in source →
4 JULTHE TIM FERRISS SHOW · 03:10
Trillion-dollar market caps unlock massive M&A
“The guest argued that the rise of multi-trillion-dollar technology companies has created unprecedented buying power, enabling massive, multi-billion-dollar acquisitions of tech and AI startups.”
Substantive discussion · 3/5Verify in source →
4 JULWHAT BITCOIN DID · 01:50
Hybrid Bitcoin business model challenges pure plays
“The guest argued that a hybrid business model combining an operating business with a Bitcoin treasury is structurally superior to pure-play treasury companies or neutral speculation platforms.”
Core thesis · 5/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION