Welcome to the CryptoTwits Podcast. This episode is all about Jane Street — because there’s been “some crazy” stuff going down.

We start with the Wall Street Journal reporting tied to the Terraform Labs collapse (UST in 2022), the contagion that followed (Three Arrows, Voyager, Celsius, and eventually FTX), and why this isn’t just “crypto people suing crypto people.” The suit is tied to a court-appointed bankruptcy figure (Todd Snyder) going after Jane Street Group, including allegations around timing, backchannels, and a major UST liquidity event at Curve in May 2022.

From there we dig into the rumor mill that’s taken over X: the “10 a.m. flush” theory, claims about Jane Street deleting things, and the idea that an authorized participant in BlackRock’s IBIT could create/redeem shares to move exposure at scale. We also connect the dots to FTX and Jane Street overlaps (SBF’s time at Jane Street, the alleged $300M loss, and the broader network of former Jane Street people around FTX/Alameda).

Finally, we walk through the alleged strategy: depressing BTC via ETF activity, triggering liquidations, and positioning into leveraged proxies like MSTR — while stressing what’s rumor vs what’s verified.

Thanks for watching — and next week’s episode teases a “pretty big deal” interview in the real world asset space.

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

Chapters / Timestamps (dash formatted)

0:04 - Intro: this episode is all about Jane Street

Welcome back to the Crypto Twits Podcast. In this episode, Jon sits down with Lisa Loud from Secret Network — the person “in charge of the entire operation.”

Lisa shares her origin story and a core message: it doesn’t matter where you came from — there’s room for you in Web3. From Apple and PayPal, to reporting directly to Arthur Hayes at BitMEX, a stint at Gemini, and helping ShapeShift through a major pivot — Lisa’s crypto journey has been chaotic in the best way.

Then we go deep on Web3 vs Web2, decentralization, and why people still want a “finger to point at” when things go wrong. Lisa explains how the decentralized cloud conversation isn’t just storage — it’s compute, and why decentralized compute matters as AI accelerates.

From there, we dive into what makes Secret Network different: a privacy-preserving blockchain with encrypted smart contracts and selectable privacy (not private by default). Lisa breaks down trusted execution environments (TEEs), secure enclaves on validators, and why specialized hardware helps Secret stay performant while preserving confidentiality.

We also talk confidential AI and privacy trade-offs, why privacy and compliance aren’t mutually exclusive, why institutions will demand privacy, how to think about GDPR and “right to forget” in an immutable world, and why privacy’s stigma as “only for criminals” is backwards.

Finally, Lisa shares leadership lessons (including a Steve Jobs story), why authenticity builds trust in chaotic times, how quantum changes the privacy conversation, and what she hopes people will say about Secret Network by December 2026.

0:00 - Intro: Lisa Loud joins the Crypto Twits Podcast

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

Welcome back to the CryptoTwits Podcast — this is our seventh episode and we’ve got our first guest.

Jon Morgan sits down with Shan, the founder/CEO of Strike Finance, described as the first and only perp DEX on Cardano. Shan shares how Charles Hoskinson’s whiteboard videos pulled him into Cardano during COVID, how he learned startups building an HR product that pivoted to blockchain, and why he ultimately started Strike.

We break down Strike V1 vs V2: V1 is based on the GMX-style model (LPs vs traders), while V2 is a cloud-based, central limit order book model — “industry standard,” more capital efficient, and built to compete in the broader perps arena. Shan explains how V2 changes asset support: instead of needing the underlying asset pools for each market, V2 can run on stablecoins to support blue chip cryptos and even stocks, equities, and real assets on Cardano, powered by a “really reputable” oracle provider (name not shared).

We also talk Cardano’s DeFi footprint (Strike doing 50–80% of Cardano trading volume at times), why decentralized exchanges let people become market makers, how liquidation mechanics work at a high level, why Strike plans to open-source its core matching/liquidation engines, and Shan’s simplest trading advice: set a stop loss one cent above liquidation to avoid liquidation fees.

We close with Shan’s personal story — born in China, immigrated to New York at six, skipped most of freshman year to chase tattoo art, got shipped to Ohio, graduated, and decided to start building — plus a launch update: Strike V2 mainnet is planned for this month (after Lunar New Year).

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Chapters:

00:06 Intro: Episode 7 + first guest

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

Welcome back to the Cryptotwits Podcast with John Morgan and Joey “Cilantro” — where the newsletter headlines are apparently a 9-to-1 split between “I love this” and “please stop making jokes while my portfolio dies.”

This episode is basically one long capitulation station / things-look-worse-in-real-time session as crypto dumps hard mid-show. We talk the psychology of surviving bear markets, the newsletter’s gallows-humor headlines, and then jump straight into the live market pain: Ethereum sliding under $2K, Bitcoin threatening deeper levels, and the fallout for treasury-style wrappers and leverage-linked plays.

We debate why anyone buys Bitcoin or Ethereum exposure through a stock ticker (Strategy, Bitmine, “digital asset treasury” names) when you can just own the asset — and why “staking” isn’t a real excuse when you can stake directly. Then it gets even messier: Vitalik’s stance on Ethereum L2s, why many L2 tokens look destroyed, and how that whole ecosystem feels like a full-on sh*t show.

If you’re looking for a shred of hope, we break down Bitcoin dominance and what a bearish continuation pattern there could imply: Bitcoin underperforming altcoins, setting up a potential multi-month window where alts outperform BTC (even if everything still feels ugly). We also pull up Polymarket and the insane volume in 15-minute BTC up/down bets, plus bigger market context — whales panic selling, “2022-style crypto winter” vibes, hundreds of billions wiped from market cap — and we close with the macro chart John says should terrify people the most: the Japanese yen (“the widowmaker”).

Chapters: 00:06 Newsletter backlash + bear market survival (gallows humor headlines)

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

Welcome back to the Cryptotwits Podcast — fresh off an Arizona offsite, with a snowstorm vibe check (Michigan vs Virginia chaos), and then straight into crypto.

We cover the BitGo (BTGO) IPO, which priced well above range and raised $212.8M with Goldman Sachs and Citigroup as underwriters, plus a quick rundown of what BitGo actually does (crypto custody — not an exchange). Then it’s ETF flows whiplash (big inflows, then sharp outflows), tariffs and headline-driven market reactions, and the whole Trump “ask for something insane to get something smaller” negotiation lens — including the Greenland chatter and what it could mean for things like bases, minerals, and even data centers.

After the vibe check, we hit the hard stuff: a $282M social engineering theft where a Trezor impersonator convinces a victim to give up a seed phrase — and the stolen funds are converted into Monero, helping explain a big move. We also talk about some of the craziest liquidation stories floating around on X, and why even experienced players still get caught.

Then Joey breaks down FIGURE — a crossover between blockchain and finance with strong stock performance and profitability metrics — plus why crypto lending/DeFi access to capital can grow globally, and why banks hate competing with it.

Finally, we go deep on the Bitcoin “death cross”: how often it’s a fake-out in Bitcoin vs the S&P 500, why it’s a lagging indicator, and the key “check-in” date to watch: February 14.

#Bitcoin #Crypto #BTC #BitGo #ETF #DeFi #Monero #ScamAlert #CME #Cardano #Chainlink #Stellar #cryptotwits 

00:00 Intro + Snowpocalypse Banter (Michigan vs Virginia, Costco panic, EMP jokes)

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

In this episode, they give a quick “vibe check” on crypto as meme coins pop while Bitcoin flirts with sub-$90K and liquidations spike, then push back on claims that the market’s been in a bear since November by reframing what “bear market” means in crypto versus normal volatility and noting exchange BTC supply sitting near 2017 levels. They debate Bitcoin treasury companies versus simply owning BTC, touch on staking/ETF angles, and break down the chaos around Zcash after a major board resignation and what that could mean for the privacy narrative. The conversation then jumps to Venezuela’s rumored Bitcoin stash and the mystery of who controls the private keys (and why a lost key could be bullish via supply disappearing), before closing with a broader macro/policy chat, tokenized real estate platforms and institutional housing concerns, and a rundown of increasingly sophisticated scams—from fake AI Musk giveaways to wallet/address swaps and Google-result phone traps—plus what to watch next week with a major U.S. crypto regulation vote.

This episode is all about what happens when sentiment is in the Fear Zone and you’re staring down the largest options expiry ever: $27B in options expiring in ~4 days. We break down the basics (calls vs puts), what “being on the wrong side of options” can do to price, and the big reference zones that come up in the conversation: $85K, a possible flush toward $74K, and “max pain” in the $96K–$100K area as liquidity gets thin into the holidays. From there we zoom out into seasonality and stats: how Q4 normally behaves, what it can mean when Nov/Dec close red, and why that can matter for January across major tickers. Then it’s the alt check-in: gaming holding up “best” (even while down), DeFi lagging, tokenization adoption vs token performance, and why meme coins were the worst sector (down ~56%). We also hit the headlines: Pump Fun / meme coin market structure, a RICO lawsuit discussion, Midnight as a rare “airdrop that didn’t instantly nuke,” Uniswap’s fee switch vote (99% approval), and why Coinbase pushing “pretty much everything” could be a win for normies.