That's My Quant! with Cliff and Harmon

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

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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
    • ...more
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