That's My Quant! with Cliff and Harmon

That's My Quant! with Cliff and Harmon

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That's My Quant! with Cliff and Harmon episodes

  • 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
    • 16 min
  • 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
    • 22 min
  • 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
    • 13 min

About That's My Quant! with Cliff and Harmon

From the publisher's feed

Every morning the market tells a story. Most people only get the headline. Cliff and Harmon read the whole thing, the filings, the flows, the stuff nobody's talking about yet, and hand it back to you…