MSTR vs Buying Bitcoin Directly — Will's Read | Ep 514

Hyperliquid Buy Zone: $60–$64 With a $50 Dream Entry | Ep 537

Good now revolutionaries— Post-4th-of-July Monday, and one of your morning hosts is coming back with fewer digits than he left with. Will lost a finger to a firework accident on July 4 at Lake Winnipesaukee. His verdict: 'It was worth the freedom.' Welcome to the era of Three-Finger Watson. Evan runs the setup, Alex runs damage control, Will runs the trading segment holding a coffee mug slightly differently. Nine fingers, full send. Market pass on the morning of the truncated holiday week: Bitcoin chart on the daily + 4-hour, TradingView-monopoly-of-crypto sidebar (their charting engine is embedded in Jupiter, Pacifica, and every perp DEX on the internet — someone please tell us their revenue). Hyperliquid is the strongest-looking chart in crypto and the crew's Buy Zone: $60–$64 accumulation with a dream re-entry at $50. HYPE lost ground on the CASINO-to-serious-exchange narrative last cycle; per (perpetual protocol) is down 30% while HYPE is flat, so a 75/25 HYPE-to-per split as a volatility hedge is on the table. Aerodrome breakdown: if $0.28 breaks, next stop is $0.135. Cards token (Arthur Hayes + Ansem pumped it) has a bullish chart — with the Arthur context caveat. Also this episode: Log a Dog XYZ hot dog contest is LIVE through Labor Day — bounties paying out $50/frank for logged eats. USA World Cup team collapsed in an embarrassing manner (Alex furious). Will's swing-trading philosophy: 5x–10x positions on ETH + SOL are the maximum his headspace allows given he's not full-time trading — swing over scalp forever. Solana's swing-trade thesis maturing to match his ETH thesis (volatile but predictable). Stablecoin network-dominance question closes the show: which chain wins the stablecoin liquidity race — Polygon, BSC, or something else? Powered by Arculus Wallet — getarculus.com, promo code ARCURUMS10. Powered by Jito — stake your SOL at https://www.jito.network/staking/. RUMS Purple Wallet Want the safest way to store your crypto? The Arculus cold storage wallet keeps your assets completely offline, away from exchanges, away from hackers, and fully in your control. Get your exclusive RUMS x Arculus cold storage wallet today! Crypto Payment [https://forms.gle/r9fBTRAw79oSmBWaA] · Card Payment [https://docs.google.com/forms/d/e/1FAIpQLSe0oeervCE5Jbawrz6JIE7F06CDqgv2tJVjhum0JpdbB1NFpQ/viewform] Support the show [https://community.rumshq.com/checkout/premium-membership] —  Want to hang out with us after the show, get live answers to your questions, or join future giveaways? Join our free community where the show lives 24/7:  community.rumshq.com [https://community.rumshq.com] — ☕ THE RISE UP MORNING SHOW☀️ LIVE Monday - Thursday @ 7a central Helpful web3 news, commentary, & answers to your crypto questions. 🍻RISE UP AFTER DARK🌗  LIVE Wednesdays @ 7p central DYOR and BYOB for casual Q&A, fun with expert guests, and altcoin research. 📈RISE UP MARKET WATCH🤑 LIVE Mondays @ 7p central Technical analysis, real macro insight, and practical takeaways to help you invest smarter in every market. ⚖️ TRUST ISSUES 🧐  LIVE Tuesdays @ 6:30p central Breaking down U.S. crypto policy, regulation, and legislation—what they mean for the industry and what comes next. — WANT MORE? 👉Connect w/us on your favorite social: https://rumshq.com [https://rumshq.com] 👉Become a guest or sponsor: riseup@rumshq.com 👉Join our free community: https://community.rumshq.com [https://community.rumshq.com] FOLLOW OUR HOSTS: ☮️ Evan Mann: https://beacons.ai/conversationswithevan [https://beacons.ai/conversationswithevan] 🤬 Alex Popovic: https://alexpopovic.info [https://alexpopovic.info/] 🐬 Will Watson: https://c... [https://coinguide.vip/]

Cathie Wood Just Bought Another $17M of Circle. Should You? | Ep 536

Good now revolutionaries— Pre-4th-of-July Thursday, RUMS goes short so the crew can lift off for the long weekend (afterparty is on the couch in the community — join us). Will drops the macro chart pass while Bitcoin dances underneath the 12-month EMA at $63,691 and the 200-week SMA — the same two levels the whole crypto complex is watching for the monthly close. Short-term target: BTC leans toward a $63.5K → $66K bounce, then re-test. Doji candle education for the newcomers ('doji is not pretentious for doge, promise'). Circle stock update: Cathie Wood/Ark bought another $15–$17M of CRCL yesterday. Will got some too. Post-OpenUSD-launch chop-then-recovery narrative continues. Solana bounce/cool-down analysis with the 15-min chart pulling toward $81. Will's 150x SOL trade update ('if I get liquidated at $15 I get liquidated at $15, only means I should revenge trade 250x next'). Alex's stablecoin ecosystem-stack visualization walks through Tether / USDC / USAT / PYUSD / RLUSD, the reserves-and-custody layer, chain distribution, and end-user layer — the whole stablecoin picture in one slide. Also this episode: Alex's ethical-investing riff on Tractor Supply / Petco / PetSmart animal welfare (has been flagged for it before, doesn't care). Will's Pokemon rabbit-hole confessional — he pulled a PSA-7 Blastoise from a graded pack (turns out Blastoise is his birthday Pokemon). Constructive feedback for Collector Crypt / Griff on how to make graded slabs actually cool on-chain (NFC chip pointing to blockchain history, airdrops, free pack wins, lower fees, higher buyback percentages). Community Premium walkthrough — $30 for the recorded course when you use the sign-up promo code. Get ready for Jito's new JTX beta — signup is live at rumshq.com, first button on the homepage. Powered by Arculus Wallet — getarculus.com, promo code ARCURUMS10. Powered by Jito — stake your SOL at https://www.jito.network/staking/. RUMS Purple Wallet Want the safest way to store your crypto? The Arculus cold storage wallet keeps your assets completely offline, away from exchanges, away from hackers, and fully in your control. Get your exclusive RUMS x Arculus cold storage wallet today! Crypto Payment [https://forms.gle/r9fBTRAw79oSmBWaA] · Card Payment [https://docs.google.com/forms/d/e/1FAIpQLSe0oeervCE5Jbawrz6JIE7F06CDqgv2tJVjhum0JpdbB1NFpQ/viewform] Support the show [https://community.rumshq.com/checkout/premium-membership] —  Want to hang out with us after the show, get live answers to your questions, or join future giveaways? Join our free community where the show lives 24/7:  community.rumshq.com [https://community.rumshq.com] — ☕ THE RISE UP MORNING SHOW☀️ LIVE Monday - Thursday @ 7a central Helpful web3 news, commentary, & answers to your crypto questions. 🍻RISE UP AFTER DARK🌗  LIVE Wednesdays @ 7p central DYOR and BYOB for casual Q&A, fun with expert guests, and altcoin research. 📈RISE UP MARKET WATCH🤑 LIVE Mondays @ 7p central Technical analysis, real macro insight, and practical takeaways to help you invest smarter in every market. ⚖️ TRUST ISSUES 🧐  LIVE Tuesdays @ 6:30p central Breaking down U.S. crypto policy, regulation, and legislation—what they mean for the industry and what comes next. — WANT MORE? 👉Connect w/us on your favorite social: https://rumshq.com [https://rumshq.com] 👉Become a guest or sponsor: riseup@rumshq.com 👉Join our free community: https://community.rumshq.com [https://community.rumshq.com] FOLLOW OUR HOSTS: ☮️ Evan Mann: https://beacons.ai/conversationswithevan [https://beacons.ai/conversationswithevan] 🤬 Alex Popovic: https://alexpopovic.info [https://alexpopovic.info/] 🐬 Will Watson: https://c... [https://coinguide.vip/]

Ryan Rasmussen (Bitwise) on OpenUSD, Robinhood, and the Institutional Lens | Ep 086🍻🌗

Good now revolutionaries— The BYOB DYOR show closes out a huge crypto news week with a first-time guest we've been chasing all year: Ryan Rasmussen, Head of Research at Bitwise Asset Management (70+ crypto products, ETFs, staking vaults, private funds — one of the world's largest crypto asset managers, decade in the trenches). Ryan walks Evan, Alex, and Will through how a Bitwise product actually gets built — start with every asset in crypto, filter by which have US custody, filter by liquidity thresholds, filter by rules-based index eligibility, and see what survives. That's the whole ETF-issuer game explained in ten minutes. Ryan's takes on the OpenUSD launch (with proper Bitwise institutional lens), the Clarity Act's non-passage before midterms, and the actual client-facing use case for stablecoins (restaurant industry: 3% payment processing fee → sub-1%) are the substance highlights. Plus: Bitwise's weekly Matt Hogan CIO memo, how they hire crypto-plus-TradFi researchers, and Ryan's take on Solana's launch-anywhere ecosystem momentum. Serious institutional research, in plain English. Also this episode: Will opens Jupiter live on-air during Ryan's segment to catch a 5-minute BTC candle close at $59,853 (the man cannot be stopped). Alex fires a full PSA about Drift Protocol relaunching as Velocity DEX and immediately losing their old Twitter handle to airdrop scammers — do not engage. Evan pitches next season of the on-chain hot dog eating contest (Mashiste's vibe-coded app got him hired at Coinbase). The Ethereum Denver Robinhood story where Robinhood reps bragged about freezing user funds 'for their own good.' Alex's dolphin-noise career pivot briefly discussed. NYC mayor thermostat sidebar. USA World Cup rooting instructions. Powered by Arculus Wallet — getarculus.com, promo code ARCURUMS10. Powered by Jito — stake your SOL at https://www.jito.network/staking/. RUMS Purple Wallet Want the safest way to store your crypto? The Arculus cold storage wallet keeps your assets completely offline, away from exchanges, away from hackers, and fully in your control. Get your exclusive RUMS x Arculus cold storage wallet today! Crypto Payment [https://forms.gle/r9fBTRAw79oSmBWaA] · Card Payment [https://docs.google.com/forms/d/e/1FAIpQLSe0oeervCE5Jbawrz6JIE7F06CDqgv2tJVjhum0JpdbB1NFpQ/viewform] Support the show [https://community.rumshq.com/checkout/premium-membership] —  Want to hang out with us after the show, get live answers to your questions, or join future giveaways? Join our free community where the show lives 24/7:  community.rumshq.com [https://community.rumshq.com] — ☕ THE RISE UP MORNING SHOW☀️ LIVE Monday - Thursday @ 7a central Helpful web3 news, commentary, & answers to your crypto questions. 🍻RISE UP AFTER DARK🌗  LIVE Wednesdays @ 7p central DYOR and BYOB for casual Q&A, fun with expert guests, and altcoin research. 📈RISE UP MARKET WATCH🤑 LIVE Mondays @ 7p central Technical analysis, real macro insight, and practical takeaways to help you invest smarter in every market. ⚖️ TRUST ISSUES 🧐  LIVE Tuesdays @ 6:30p central Breaking down U.S. crypto policy, regulation, and legislation—what they mean for the industry and what comes next. — WANT MORE? 👉Connect w/us on your favorite social: https://rumshq.com [https://rumshq.com] 👉Become a guest or sponsor: riseup@rumshq.com 👉Join our free community: https://community.rumshq.com [https://community.rumshq.com] FOLLOW OUR HOSTS: ☮️ Evan Mann: https://beacons.ai/conversationswithevan [https://beacons.ai/conversationswithevan] 🤬 Alex Popovic: https://alexpopovic.info [https://alexpopovic.info/] 🐬 Will Watson: https://c... [https://coinguide.vip/]

OpenUSD Just Broke the Circle-Tether Duopoly | Ep 535

Good now revolutionaries— Wednesday morning brings the biggest crypto news of the week and one of our most-returning guests. DJ William Quigley — co-founder of Tether, co-founder of Wax, aspiring DJ, aspiring muffin recipient — joins Evan, Alex, and Will to react in real time to the launch of OpenUSD (OUSD), a new consortium stablecoin backed by 140 of the largest companies in tech and finance: Coinbase, BlackRock, Solana, Visa, MasterCard, Stripe, plus 130+ others. Revenue-sharing model like USDG/Paxos, no minting cap, no minting or redemption fees, and Stripe has already declared it their go-to stablecoin. Circle stock dropped 14% on the news. Paulo Ardoino tweeted 'Welcome OUSD, player 2 has entered the game.' William's take reframes the whole story: the real value isn't the revenue share, it's that the member institutions will finally be free from being BULLIED by centralized issuers. He walks through the ACH parallel — 10,000 institutions operating a nonprofit co-op that moves money for 7/10 of a cent per transaction — and explains why crypto's version of that infrastructure (open, neutral, cooperative) matters more than which stablecoin makes the most yield. Tether's own co-founder essentially saying 'the industry is going to like this' is the kind of quote that only happens once. Also this episode: Will confesses his cross-margin gotcha on Pacifica (deposited funds got vacuumed into his existing Bitcoin short — cross vs isolated margin explained in plain English), Alex talks through his SOL short that went right for the wrong reasons and cost him profit, an XRP-as-educational-tool riff, JTX beta workshop details after yesterday's Hayden episode, and Alex fires up the ICP debate — hard rebuttal on the 'Swiss government adopted ICP' meme (it didn't; DFINITY partnered on research, that's it). Closing with Sam Kavanagh's vocabulary word of the day: exsanguinate. Powered by Arculus Wallet — getarculus.com, promo code ARCURUMS10. Powered by Jito — stake your SOL at https://www.jito.network/staking/. RUMS Purple Wallet Want the safest way to store your crypto? The Arculus cold storage wallet keeps your assets completely offline, away from exchanges, away from hackers, and fully in your control. Get your exclusive RUMS x Arculus cold storage wallet today! Crypto Payment [https://forms.gle/r9fBTRAw79oSmBWaA] · Card Payment [https://docs.google.com/forms/d/e/1FAIpQLSe0oeervCE5Jbawrz6JIE7F06CDqgv2tJVjhum0JpdbB1NFpQ/viewform] Support the show [https://community.rumshq.com/checkout/premium-membership] —  Want to hang out with us after the show, get live answers to your questions, or join future giveaways? Join our free community where the show lives 24/7:  community.rumshq.com [https://community.rumshq.com] — ☕ THE RISE UP MORNING SHOW☀️ LIVE Monday - Thursday @ 7a central Helpful web3 news, commentary, & answers to your crypto questions. 🍻RISE UP AFTER DARK🌗  LIVE Wednesdays @ 7p central DYOR and BYOB for casual Q&A, fun with expert guests, and altcoin research. 📈RISE UP MARKET WATCH🤑 LIVE Mondays @ 7p central Technical analysis, real macro insight, and practical takeaways to help you invest smarter in every market. ⚖️ TRUST ISSUES 🧐  LIVE Tuesdays @ 6:30p central Breaking down U.S. crypto policy, regulation, and legislation—what they mean for the industry and what comes next. — WANT MORE? 👉Connect w/us on your favorite social: https://rumshq.com [https://rumshq.com] 👉Become a guest or sponsor: riseup@rumshq.com 👉Join our free community: https://community.rumshq.com [https://community.rumshq.com] FOLLOW OUR HOSTS: ☮️ Evan Mann: https://beacons.ai/conversationswithevan [https://beacons.ai/conversationswithevan] 🤬 Alex Popovic: https://alexpopovic.info [https://alexpopovic.info/] 🐬 Will Watson: https://c... [https://coinguide.vip/]

OpenAI's Investment Web Is A Schizophrenic Christmas Tree | Ep 24⚖️

Good now revolutionaries— Trust Issues is back after a break, and Alex is joined by both Emily and Lindsay for a full-on Ben McKenzie takedown to open the show. Alex's thesis holds: he's barking up the right tree but he's the wrong dog to be doing the barking. Fresh from his latest interview clip, we walk through every misfired point — crypto crashing being unique to crypto (news: stocks crash too), no revenue stream (currency itself has seigniorage; Bitcoin has miner revenue), NFTs are 'just right-click save' (thanks for spotting exactly the problem NFTs solve). The irony of a man selling a book called Everyone Is Lying to You for Money by lying to you for money is not lost on anybody except him. Emily unveils her homemade AI-industry map (built in Claude): a spaghetti graph where OpenAI is buying from and being invested in by literally every hyperscaler simultaneously, TSMC is selling to everybody, Amazon is investing in both OpenAI AND Anthropic while suing Anthropic through the government. The graph looks like a schizophrenic Christmas tree. Everyone can hold it in their head, right? Right?? Silicon Valley wage-bubble correction is real — the cycle of layoffs is not really about AI, it's about tech companies correcting the COVID-era hyperinflated salaries they overpaid to hoard talent. Trump personal financial disclosure dropped today (as it does every June/July via standard federal procedure, no matter what the conspiracy TikToks say). $1.4B in crypto-related personal earnings since January 2026 — World Liberty Financial, USD1, NFT royalties, plus Melania's $80M. Also: the CBDC Anti-Surveillance State Act just passed, banning a US CBDC for four years. Emily's take: the surveillance boogeyman is a boogeyman. Your money is ALREADY digital. The Fed tracks every serial-numbered bill batch. Every transaction runs through Visa/Mastercard/Fedwire. A CBDC would actually create UNPRECEDENTED transparency into GOVERNMENT spending — which is why the real risk is to national security, not to individuals. Closing beats: Trump 2.0 admin at least understands crypto well enough to use it for personal enrichment (World Liberty grifts). Next admin's reaction will probably be equally ignorant but hostile — 'don't let World Liberty happen again' becomes the campaign, and the industry gets swept up as another partisan political football. Emily's Cheeto merch dream + Alex's cross-industry economics degree critique + Lindsay's height-maxing 'Phantom Method' TikTok satire close the episode. Movie recs at the end: Good Luck Have Fun Don't Die (Sam Rockwell), Barry Lyndon, Idiocracy, Harvey. RUMS Purple Wallet Want the safest way to store your crypto? The Arculus cold storage wallet keeps your assets completely offline, away from exchanges, away from hackers, and fully in your control. Get your exclusive RUMS x Arculus cold storage wallet today! Crypto Payment [https://forms.gle/r9fBTRAw79oSmBWaA] · Card Payment [https://docs.google.com/forms/d/e/1FAIpQLSe0oeervCE5Jbawrz6JIE7F06CDqgv2tJVjhum0JpdbB1NFpQ/viewform] Powered by Arculus Wallet — getarculus.com, promo code ARCURUMS10. Powered by Jito — stake your SOL at https://www.jito.network/staking/ [https://www.jito.network/staking/] Support the show [https://community.rumshq.com/checkout/premium-membership] —  Want to hang out with us after the show, get live answers to your questions, or join future giveaways? Join our free community where the show lives 24/7:  community.rumshq.com [https://community.rumshq.com] — ☕ THE RISE UP MORNING SHOW☀️ LIVE Monday - Thursday @ 7a central Helpful web3 news, commentary, & answers to your crypto questions. 🍻RISE UP AFTER DARK🌗  LIVE Wednesdays @ 7p central DYOR and BYOB for casual Q&A, fun with expert guests, and altcoin research. 📈RISE UP MARKET WATCH🤑 LIVE Mondays @ 7p central Technical analysis, real macro insight, and practical takeaways to help you invest smarter in every market. ⚖️ TRUST ISSUES 🧐  LIVE Tuesdays @ 6:30p central Breaking down U.S. crypto policy, regulation, and legislation—what they mean for the industry and what comes next. — WANT MORE? 👉Connect w/us on your favorite social: https://rumshq.com [https://rumshq.com] 👉Become a guest or sponsor: riseup@rumshq.com 👉Join our free community: https://community.rumshq.com [https://community.rumshq.com] FOLLOW OUR HOSTS: ☮️ Evan Mann: https://beacons.ai/conversationswithevan [https://beacons.ai/conversationswithevan] 🤬 Alex Popovic: https://alexpopovic.info [https://alexpopovic.info/] 🐬 Will Watson: https://c... [https://coinguide.vip/]