This week, Rizzo and Nolan discuss Cantor, SoftBank, Tether and Jack Mallers teaming up to create a competitor to Strategy and the vision for their new company Twenty One. We also delve into the shifting focus in Bitcoin from Main Street to Wall Street, the narrative dominating this cycle, and more. Enjoy!

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Timestamps:

(00:00) Introduction

(01:42) Cantor Joins SoftBank & Tether

(05:58) Competing With Strategy

(09:13) Company Details

(12:47) Masayoshi Son

(15:35) Ads (Core, Ledger)

(17:00) Twenty One’s Plan & Vision

(26:04) Superior Vehicle To MSTR?

(33:56) Ads (Core, Ledger)

(35:23) Wall Street Over Main Street?

(44:55) The New Cycle Narrative

(51:29) Final Thoughts

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Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.