Jamie Coutts sits down with Bloomberg Intelligence commodity strategist Mike McGlone for a sharply contrarian discussion on bitcoin, gold, and the future of digital assets. In this exclusive preview, Mike explains why he believes bitcoin’s “glory days” are behind it, arguing that its deteriorating risk-adjusted returns no longer compensate investors for the volatility they take compared with the S&P 500. At the same time, Mike remains bullish on tokenization, stablecoins, and blockchain-based financial infrastructure, even as he believes much of the speculative crypto market still needs to be purged. Jamie challenges his thesis, questioning whether falling bitcoin volatility could make the asset more attractive to institutions, while they also examine the Fed, tighter policy, and the growing macro headwinds facing bitcoin and gold. Watch the full conversation on Real Vision. 🔥 Get 𝗙𝗥𝗘𝗘…

5m—10m

Mike McGlone asserts that Bitcoin's glory days are over, reflecting a significant shift in market sentiment.

He emphasizes the necessity for a purge of numerous cryptocurrencies, specifically mentioning Shiba Inu as an example.

McGlone maintains a bullish outlook on the tokenization of assets and the expansion of stablecoins, which he refers to as 'crypto dollars'.

He observes that the current market environment exhibits a high velocity of transactions, potentially leading to further purging of excesses in the crypto sector.

McGlone warns that gold is also displaying signs of weakness, suggesting it may not serve as a reliable safe haven in the current economic climate.

Our interpretation: The combination of Bitcoin's declining appeal and the need for market cleansing could lead to a reallocation of investor capital towards more stable and promising digital assets.

2026-09-11 16:25 UTC

Crypto tried to escape the US government. Now it helps fund it.

YahooFinance podcast_discussion

#Crypto #Bitcoin #CryptoNews #Investing #yahoofinance Crypto tried to escape the US government. Now it helps fund it. Crypto was supposed to end the dollar. Instead it built the dollar's best distribution network. Stablecoins are now roughly a $300 billion market, almost all of it denominated in dollars, with reserves parked in short-term Treasury debt. Scott Melker's point is that a saver in Argentina or Turkey buying digital dollars ends up helping finance the US government, and Washington eventually worked that out. He walks through the GENIUS Act, the Fed's own conference on what stablecoins do to the dollar's global role, why euro stablecoins never took off, and where Bitcoin still fits once the dollar has better software. Timestamps 0:00 Crypto was supposed to kill the dollar 1:19 The dollar with better software 2:11 Why people actually choose digital dollars 4:12 Why Washington c…

0s—5m

Stablecoins have transformed American currency into a global product available 24/7 via blockchains, backed by reserves in Treasury debt.

The stablecoin market has surpassed $300 billion, with about 98% of its value in U.S. dollars.

Dollar stablecoins serve as a delivery mechanism for the dollar, streamlining traditional financial infrastructure into a simple token.

Washington's view on stablecoins evolved as officials recognized that leading stablecoins were facilitating dollar exports and purchasing U.S. government debt.

The Genius Act created a federal framework for payment stablecoins, including licensing and reserve requirements, set to be implemented by January 2027.

Our interpretation: The rise of stablecoins as a delivery mechanism for the dollar enhances its global dominance, potentially leading to increased demand for U.S. Treasury securities as international users seek dollar-denominated assets, thereby reinforcing the dollar's liquidity and stability in the face of global economic uncertainties.

10m—15m

Stablecoins extend the reach of a digital dollar without necessitating Federal Reserve management of individual wallets, resulting in a new public-private monetary dynamic.

While stablecoins focus on spending and short-term stability, Bitcoin is structured for scarcity and long-term independence from issuers.

Stablecoins may boost demand for short-term Treasury debt but could also divert deposits from banks, potentially leading to capital flight and undermining monetary sovereignty in other nations.

Stablecoins have not eliminated the dollar; rather, they have integrated it into blockchain technology, enhancing its speed, global reach, and programmability.

Our interpretation: The growing use of stablecoins for dollarization could lead to increased demand for U.S. Treasury securities, thereby reinforcing the dollar's liquidity and stability in the face of global economic pressures.

2026-09-10 22:00 UTC

Bitcoin Slides, Inflows Grow: Adam Lynch on Crypto Trends, Clarity Act

Schwab Network interview

Price action in Bitcoin took a step down after a hotter-than-expected PPI led to some weakness across Wall Street. That said, Adam Lynch (@CharlesSchwab) sees increased net inflows to both Bitcoin and Ethereum, bolstering a bull case in the crypto space. He adds that passage of the Clarity Act is not priced into cryptocurrencies, something he sees adding fuel to a steeper bull run. Adam then touches on the Nasdaq investing $100 million into Payward, the parent company of Kraken. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f9468…

0s—5m

Adam Lynch reports that Bitcoin and Ethereum have attracted approximately $700 million and $150 million in inflows this month, respectively.

Despite these inflows, Bitcoin saw outflows of about $120 million yesterday, while Ethereum products experienced an inflow of around $35 million, suggesting a shift in investor focus.

Lynch indicates that the potential passage of the Clarity Act is not yet reflected in cryptocurrency prices, which could lead to a notable market response if it is enacted.

He notes that Nasdaq's $100 million investment in Payward, the parent company of Kraken, is intended to enhance the market infrastructure for cryptocurrency products.

The upcoming procedural vote on the Clarity Act, requiring bipartisan support, could significantly affect market dynamics.

Our interpretation: The prevailing risk-off sentiment, influenced by inflation concerns and potential interest rate hikes, may heighten volatility in crypto assets, particularly if the Clarity Act is passed, which could provide regulatory clarity and attract institutional investment, thereby affecting the price movements of Bitcoin and Ethereum.

5m—10m

Bitcoin has achieved a golden cross, with its 50-day moving average surpassing the 200-day moving average, historically indicating a potential upward trend.

Following a golden cross, Bitcoin has averaged a 9% return over the next month and nearly 30% over the following three months, based on historical data.

This golden cross event has occurred only eight times in Bitcoin's history, underscoring its importance as a bullish indicator.

Adam Lynch indicates that there is a strong possibility for Bitcoin to rise further from its current levels, supported by this technical signal.

Our interpretation: The recent golden cross in Bitcoin, combined with increased inflows and potential legislative support from the Clarity Act, suggests a bullish outlook for the cryptocurrency market, particularly if these trends continue to attract investor interest and drive prices higher.

2026-09-10 17:00 UTC

Scott's read: both parties promise you money that doesn't exist.

YahooFinance podcast_discussion

#Crypto #Bitcoin #CryptoNews #Investing #yahoofinance Trump just promised every American $5,000. His last check never arrived. Trump told a Dallas crowd that every American adult gets $5,000 if Republicans hold Congress in November. He promised $2,000 tariff checks back in November 2025, those never arrived, and the new pledge would cost more than a trillion dollars Congress has not approved. Scott Melker's point is that both parties do this, and the money never turns out to be there either time. He also digs into Tether moving into private credit, PayPal letting anyone launch a stablecoin, Nasdaq paying $100 million to tokenize its own listings, and an Indian warehouse operator putting $2 billion of grain loans on a blockchain. Timestamps 0:00 The promise that opened the show 0:51 Hunter Biden's laptop coin, one day later 1:31 Trump's $5,000 dividend, and who would have to approve it 3…

5m—10m

Rising inflation complicates the government's ability to borrow the estimated $1.2 to $1.3 trillion needed to fund promises like the $5,000 check.

Interest rates have been increasing despite Treasury efforts to stabilize the market, indicating systemic issues.

Tether has initiated a $400 million private credit fund to enhance stablecoin-enabled lending, potentially transforming the private credit landscape.

PayPal is launching a developer platform associated with its PYUSD stablecoin, enabling businesses to create tailored digital dollars supported by PayPal's infrastructure.

Tether's expansion into lending signifies a notable transition from payment facilitation to core banking services without utilizing reserves.

Our interpretation: The ongoing failure of political promises to deliver financial support may lead to increased skepticism among investors regarding government fiscal policies and their implications for market stability.

2026-09-10 15:00 UTC

Bitcoin slowing down due to quantum fears? | Crypto Talk

Swissquote podcast_discussion

Is this another step before a leg up or an actual quantum scare? 00:00 Intro 00:27 Disclaimer 00:31 Preview 00:41 Bitcoin 03:43 Ethereum 05:40 Solana 07:07 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content: https://www.swissquote.com/private/inspire _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers

0s—5m

Bitcoin's price has declined to $78,500 USD, influenced by a liquidity crunch stemming from Japan's sell-off of US equities and a US Labor Day market closure.

Key inflation indicators, including CPI and PPI prints, are anticipated to impact the Federal Reserve's decision regarding a potential rate hike on September 16th, which could negatively affect Bitcoin.

Matt Hogan, CIO of Bitwise, predicts Bitcoin could reach $1.3 million USD by 2035, while asserting that traditional 60/40 portfolios are outdated and should incorporate Bitcoin.

Bitcoin's resilience above $75,000 is seen as a positive sign, but a weekly close above $80,000 is essential to confirm a bullish trend.

The Ethereum foundation is prioritizing two critical EIPs for the upcoming HegoTa upgrade, which aim to enhance user experience by removing the necessity for private keys and passwords.

Our interpretation: The current market dynamics suggest that Bitcoin's price stability is contingent on upcoming inflation data and the Federal Reserve's monetary policy decisions, which could lead to significant volatility in the cryptocurrency market.

5m—10m

Ethereum is currently priced at $2,480 USD, with expectations of a rise to $3,000 USD if it experiences an upward bounce.

The potential for liquidity to be drained from altcoins is highlighted, attributed to a 'vampire attack' that diverts attention and resources away from these assets.

Hunter Biden's announcement of a meme coin called 'laptop', intended for distribution to his mailing list subscribers, may influence market dynamics negatively.

Solana is noted to be slowing down, contrasting with Ethereum's stronger performance, yet a bounce towards $140 USD is still anticipated for Solana.

Our interpretation: The current market dynamics suggest that liquidity shifts, driven by external announcements and attention diversion, could lead to volatility in altcoin prices, particularly affecting their recovery potential.

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