That's My Quant! with Cliff and Harmon

Saylor's $12.5B 'Never Sell' Surrender, Squeeze Setup

Saylor's "never sell" pledge lasted five years and a $12.5B loss. Now Strategy will sell "when advantageous." Also: 67 days of negative Bitcoin funding, Atlas Live's too-late retail map, and Aave's $40M stress test — the protocol survived, the users didn't. * (00:00) - Cold Open: Strategy's 'Never Sell' Meets a Margin Call * (00:56) - Host Intro * (01:39) - Markets Recap: Markets Recap * (03:20) - Topic 1: Strategy's 'Never Sell' Meets a Margin Call * (07:51) - Topic 2: 67 Days of Negative Bitcoin Funding: Squeeze or Su * (11:13) - Topic 3: Atlas Live: A Tool That Could Have Saved Retail * (14:23) - Deep Dive: DeFi's Stress Test: The Protocol Survived, The Use * (19:11) - Closing

GameStop's $56B eBay Bid, Stablecoin Moat, Privacy Trap

The GENIUS Act quietly walls off stablecoin yield for the banks — Allaire is screaming, Armstrong is silent. GameStop wants eBay for $56B (yes, really). SOL Strategies bought a privacy tool with users it never met. Plus: one SEC word, furnished vs. filed, that decides who eats the loss. * (00:00) - Cold Open: Stablecoin yield ban * (01:21) - Host Intro * (01:52) - Markets Recap: Markets recap * (04:50) - Topic 1: Stablecoin yield ban * (11:55) - Topic 2: GameStop's eBay bid * (16:40) - Topic 3: SOL Strategies privacy acquisition * (21:50) - Deep Dive: 'Furnished' vs. 'filed' SEC nuance * (26:56) - Closing

Exponent's $5M Seed, Strategy Vault Déjà Vu

Multicoin just dropped $5M into Solana's Exponent. Cliff geeks out on the on-chain rate order book. Harmon clocks the 2022 strategy-vault ghost — and the guy who asked him if Anchor's 20% was safe. The interface won't tell you which yield is real. * (00:00) - Cold Open: Dogecoin Outperforms Bitcoin * (00:41) - Host Intro * (01:08) - Markets Recap * (02:36) - Topic 1: Dogecoin Outperforms Bitcoin * (06:57) - Topic 2: CLARITY Act Stablecoin Yield Ban * (11:44) - Topic 3: GameStop Eyes eBay * (13:56) - Deep Dive: CLARITY Act Deep Dive: The Bona Fide Loophole * (17:52) - Closing