Strategy BTC Debt, Base Trading Agents & SpaceX’s $2.29B Data Network

In this episode, we discuss Strategy retiring $1.5B of Bitcoin debt without buying more, Base launching MCP so agents can trade on your behalf, and SpaceX winning a $2.29B Space Force contract for a military data network.

00:00 Introduction

00:30 Crypto Headlines and Web3 Roundup

05:13 Bread On Hype ETFs And Pump Fun Multi-Chain

12:24 Hype Conviction Heading Into IPO Season

17:08 Strategy Retires $1.5B Of Bitcoin Debt

20:33 Bitcoin ETF Outflows And Saylor Fatigue

24:09 Phunky Defends Bitcoin And The Institutional Bid

29:23 Are We Still Early To Crypto Or Anywhere Else

33:24 Trillion Dollar Tech And Where The Money Comes From

37:55 AI Spend And The L1 Analog For Value Capture

41:18 How To Position Into A Red Day Before IPO Season

44:38 BlackBerry Lists On Hyperliquid With Nokia Style Setup

47:33 Base MCP Lets Agents Trade On Base

51:22 ERC-8004 And The Agent Discovery Problem

54:13 SpaceX Wins $2.29B Space Data Network Contract

57:38 Sign Off

DISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.