This week Professor Lloyd discusses the implication of the Bybit hack and its impact on the crypto biosphere.

GFAM Chief Economist Luke Roach reviews the macro outlook followed by Al Lloyd who does a deep dive into the how the regulatory environment for crypto is coming into focus.

Aaron Mulrooney, Jr discusses DeepSeek's impact on our portfolio. Luke Roach details the macro impact. Professor Al Lloyd gives us the weekly roundup in crypto.

Professor Al Lloyd runs us through a roundup of all the developments in Crypto/Fintech/Tokenization from the past week. So much has happened we created a special episode.

Lots in this weeks program. We look at macro releases like CPI and the impact on our rates outlook. We examine the first set of bank earning which hit this week. In crypto land, we run through the roster of new crypto-friendly appointees in the new administration.

Luke Roach discusses how the macroecomic picture is driving our current tactical positioning.

Andrew Roach talks about developments in our portfolio focussing on Delta Airlines as well as our shift in the industrials sector.

Professor Al Lloyd recaps more of the historical moves in the crypto space with BTC cracking $100,000 per coin for the first time.

Professor Lloyd discusses the developments which brought Bitcoin to the brink of $100,000 this week.