crypto
Crypto is being framed either as a liquidity-sensitive monetary hedge and future financial rail, or as a speculative bubble vulnerable to tighter policy and weak real-world adoption. Arthur Hayes argues that money creation and Treasury-market intervention drive crypto higher 35, while Michael Howell expects tightening and fading global liquidity to keep crypto under pressure relative to gold 13. Skeptics also challenge Bitcoin’s substitution for gold and stablecoins’ claimed payments use cases 1618.
From the window to Sep 1, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 3 voices3 bullish
Bullish
- HAHugh AgroBullish Agro notes crypto players are entering the mining space, adding to the capital available. “we've got these crypto players who are coming into the space as well” ▶ 0:52 Revival Gold Has Two Paths to Unlock Major Value · 24 Sept
Strongly bullish
- CVChris VermeulenStrongly bullish There is pretty good upside potential in crypto as money rotates out of precious metals and miners into Bitcoin. “So there's some pretty good upside potential here for crypto.” ▶ 30:08 ‘Panic Selling’ Today: Yields To 8%, Gold To $3,… · 28 Sept
- TKThe Kobeissi LetterStrongly bullish Tokenization remains the hottest trend in crypto. “Tokenization remains the hottest trend in crypto.” Open the post Tokenized asset adoption is at another record hi… · 16 Sept
3 bullish
Also asked
Policy 1 voice← against · for →1 for
For
- JBJim BiancoFor Bianco thinks crypto is better off as a disruptive force rather than seeking Washington's permission. “i'm glad they didn't get it because i think they're better off being that disruptive force” ▶ 38:28 How The Bond Market Can ‘Wreck’ Every Other Asse… · 28 Sept
Mentions
74 in September 2026Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Jordi Visser 21 mentions
- Bloomberg 20 mentions
- The Kobeissi Letter 7 mentions
- Eric Balchunas 6 mentions
- David Lin 4 mentions
- Michael Every 3 mentions
- Walter Bloomberg 2 mentions
- Josh Linville 2 mentions
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