Token Narratives

Sponsor: Bitcoin OS Be early to Bitcoin again – join the $BOS presale: https://origins.sovryn.app/bos https://x.com/BTC_OS In Ep. 63 of Token Narratives, David Sencil (@_dsencil) and Graham Initha (@graminitha1) break down: • Ray Dalio’s calls for a 15% allocation to gold or Bitcoin—and what that means for your portfolio (21:24) • Key Bitcoin price zones to watch if you’re sitting on dry powder (04:14) • A novel over-collateralized Bitcoin-backed stablecoin that could reshape dollar liquidity in DeFi (50:34) ► Watch the full episode on YouTube/Rumble ► Follow & join the conversation: • @_dsencil on X • @graminitha1 on X ► Subscribe for weekly deep dives into crypto’s biggest narratives ——— Sponsor: Bitcoin OS Be early to Bitcoin again – join the $BOS presale: https://origins.sovryn.app/bos https://x.com/BTC_OS Subscribe to our channel and hit the bell "🔔" icon to get notifications: https://www.youtube.com/bitcoincomofficialchannel?sub_confirmation=1 ► Who are we? At Bitcoin.com we create tools that bring more economic freedom to the world. Since 2015, Bitcoin.com has been a global leader in introducing newcomers to crypto. We make it easy for anyone to buy, spend, trade, invest, earn, and stay up-to-date on cryptocurrency and the future of finance. Buy, sell, trade, earn, use, and learn crypto with the Bitcoin.com Wallet: https://branch.wallet.bitcoin.com/I1dhGnyGNpb Stay informed with timely and objective crypto, published daily: https://news.bitcoin.com/ Get educated with up-to-date content from Bitcoin.com’s learning center: https://www.bitcoin.com/get-started/ Trade permissionlessly on Bitcoin.com's decentralized Verse DEX where you can also earn yield: https://verse.bitcoin.com/ ► What is Verse? VERSE, which launched in December 2022, is Bitcoin.com’s rewards and utility token. Get VERSE for free in the Bitcoin.com Wallet app, and use it to earn Bitcoin and other rewards. VERSE is expanding access to DeFi, enabling more people to benefit from democratized finance and the economic freedom it unlocks. — Join our community and follow us for updates ⬇️ ►X: https://x.com/Bitcoincom ►X News Account: https://x.com/BTCTN ►Instagram: https://www.instagram.com/bitcoin.com_official/ ►Discord: https://discord.gg/hux4sugcQS ►Telegram: https://t.me/GetVerse ►LinkedIn: https://www.linkedin.com/company/bitcoin.com/ ►Linkedin News Account: https://www.linkedin.com/company/bitcoin-com-news/

Clip from Token Narratives episode 59. Watch the full episode: https://rumble.com/v6vpekj-bitcoins-civil-war-death-of-the-fat-protocol-thesis-tokenized-stocks-token-.html

Clip from Token Narratives episode 59. Watch the full episode: https://rumble.com/v6vpekj-bitcoins-civil-war-death-of-the-fat-protocol-thesis-tokenized-stocks-token-.html

Bitcoin is at a crossroads. In Episode 59 of Token Narratives, @graminitha1 and @_dsencil break down the growing civil war inside Bitcoin development: should the protocol ossify — or upgrade with opcodes like CTV and OP_CAT? We also dive into: – Why crypto natives still aren’t buying Bitcoin – The death of the Fat Protocol Thesis – Why revenue-sharing tokens are replacing L1 narratives – Whether tokenized stocks will finally change TradFi forever ⛓️ CTV vs OP_CAT 📉 ETH, SOL, and L2s struggling 📈 BTC Treasury Companies keep stacking 📊 Robinhood, Solana, and the push for stocks on-chain

Bombs, Black Swans, and BTC: Navigating the War Trade In Token Narratives Ep. 56, @_dsencil & @graminitha1 break down: 📉 BTC dips on Israel-Iran escalation 💥 Circle’s 150x earnings “valuation” 🧠 “Where are we in the cycle?” 🎯 Why Hyperliquid might be this cycle’s Solana ⚔️ Plus: Is BTC maximalism a euphoria antidote? Subscribe to our channel and hit the bell "🔔" icon to get notifications: https://www.youtube.com/bitcoincomofficialchannel?sub_confirmation=1 ► Who are we? At Bitcoin.com we create tools that bring more economic freedom to the world. Since 2015, Bitcoin.com has been a global leader in introducing newcomers to crypto. We make it easy for anyone to buy, spend, trade, invest, earn, and stay up-to-date on cryptocurrency and the future of finance. Buy, sell, trade, earn, use, and learn crypto with the Bitcoin.com Wallet: https://branch.wallet.bitcoin.com/I1dhGnyGNpb Stay informed with timely and objective crypto, published daily: https://news.bitcoin.com/ Get educated with up-to-date content from Bitcoin.com’s learning center: https://www.bitcoin.com/get-started/ Trade permissionlessly on Bitcoin.com's decentralized Verse DEX where you can also earn yield: https://verse.bitcoin.com/ ► What is Verse? VERSE, which launched in December 2022, is Bitcoin.com’s rewards and utility token. Get VERSE for free in the Bitcoin.com Wallet app, and use it to earn Bitcoin and other rewards. VERSE is expanding access to DeFi, enabling more people to benefit from democratized finance and the economic freedom it unlocks. — Join our community and follow us for updates ⬇️ ►X: https://x.com/Bitcoincom ►X News Account: https://x.com/BTCTN ►Instagram: https://www.instagram.com/bitcoin.com_official/ ►Discord: https://discord.gg/hux4sugcQS ►Telegram: https://t.me/GetVerse ►LinkedIn: https://www.linkedin.com/company/bitcoin.com/ ►Linkedin News Account: https://www.linkedin.com/company/bitcoin-com-news/

Bitcoin smashes through $112K, and the Token Narratives crew is back to ask: are we entering a reflexive bull market—or a leverage-fueled trap? Graham, David, and Andrei dissect the rally through a mix of macro indicators, funding rates, and sentiment charts. They explore what it means when TradFi—not crypto natives—are leading the charge, and why altcoins are getting left behind. The episode dives deep into M2 money supply expansion, funding rates on perps and Aave, and whether indicators like Google Trends and app store rankings still matter in a Bitcoin-led rally. Later, they debate the growing thesis that Bitcoin is evolving into a pure store-of-value—sucking in institutional capital while retail and altcoin rotations stall. Andrei questions whether stablecoins now serve as the dollar’s true replacement for exchange, while Bitcoin becomes its own monetary base. The conversation closes with Arthur Hayes’ capital controls thesis, a sobering look at Michael Saylor’s “boomer Ponzi arb,” and why MicroStrategy bonds might eventually go negative—just for Bitcoin exposure. Topics include: - Bitcoin at $112K: ETF flows, corporate treasuries, and the supply squeeze narrative - Indicators of a real bull: M2 money, MV/RV ratio, perp funding, stablecoin borrow rates - Why altcoins are underperforming: no rotation, no new retail, no meme coin magic - The rise of institutional-only flows—and what that means for crypto natives - Hyperliquid, valuations, and the danger of VC hype cycles - Arthur Hayes on capital controls and Bitcoin at $1M - MicroStrategy’s bond model: genius or ticking time bomb? Subscribe to our channel and hit the bell "🔔" icon to get notifications: https://www.youtube.com/bitcoincomofficialchannel?sub_confirmation=1 ► Who are we? At Bitcoin.com we create tools that bring more economic freedom to the world. Since 2015, Bitcoin.com has been a global leader in introducing newcomers to crypto. We make it easy for anyone to buy, spend, trade, invest, earn, and stay up-to-date on cryptocurrency and the future of finance. Buy, sell, trade, earn, use, and learn crypto with the Bitcoin.com Wallet: https://branch.wallet.bitcoin.com/I1dhGnyGNpb Stay informed with timely and objective crypto, published daily: https://news.bitcoin.com/ Get educated with up-to-date content from Bitcoin.com’s learning center: https://www.bitcoin.com/get-started/ Trade permissionlessly on Bitcoin.com's decentralized Verse DEX where you can also earn yield: https://verse.bitcoin.com/ ► What is Verse? VERSE, which launched in December 2022, is Bitcoin.com’s rewards and utility token. Get VERSE for free in the Bitcoin.com Wallet app, and use it to earn Bitcoin and other rewards. VERSE is expanding access to DeFi, enabling more people to benefit from democratized finance and the economic freedom it unlocks. — Join our community and follow us for updates ⬇️ ►X: https://x.com/Bitcoincom ►X News Account: https://x.com/BTCTN ►Instagram: https://www.instagram.com/bitcoin.com_official/ ►Discord: https://discord.gg/hux4sugcQS ►Telegram: https://t.me/GetVerse ►LinkedIn: https://www.linkedin.com/company/bitcoin.com/ ►Linkedin News Account: https://www.linkedin.com/company/bitcoin-com-news/

Live from a Las Vegas hotel room, David joins Graham fresh off the Bitcoin 2025 conference floor for a wide-ranging debrief on what really stood out—and what it all means. This episode captures the shifting mood in Bitcoin culture: away from ideological maximalism, toward a more pragmatic, institutional, and sometimes euphoric phase. They cover: • Market jitters amid ETF outflows and Trump-affiliated Bitcoin treasuries • Why altcoin holders feel wrecked even during a “bull” market • A mining arms race on full display, with American miners flexing scale and hardware • Stablecoin mania at a Bitcoin conference—and what it says about the space • JD Vance’s keynote: exit is not a strategy, Bitcoin is a national asset, and AI needs conservative voices • Ulbricht’s call for unity and blockchain experimentation (!) • Michael Saylor’s reflexive corporate treasury loop—and why it may end in pain for retail • MetaPlanet mania, tax arbitrage, and the dangers of dumb money playing smart strategies • Bitcoin ossification vs. innovation, and whether Zcash, Litecoin, and BCH serve as testnets Whether you’re bullish or blanketed in doubt, this episode hits the themes shaping Bitcoin & crypto’s cultural and market direction. #bullish #crypto #saylor Subscribe to our channel and hit the bell "🔔" icon to get notifications: https://www.youtube.com/bitcoincomofficialchannel?sub_confirmation=1 ► Who are we? At Bitcoin.com we create tools that bring more economic freedom to the world. Since 2015, Bitcoin.com has been a global leader in introducing newcomers to crypto. We make it easy for anyone to buy, spend, trade, invest, earn, and stay up-to-date on cryptocurrency and the future of finance. Buy, sell, trade, earn, use, and learn crypto with the Bitcoin.com Wallet: https://branch.wallet.bitcoin.com/I1dhGnyGNpb Stay informed with timely and objective crypto, published daily: https://news.bitcoin.com/ Get educated with up-to-date content from Bitcoin.com’s learning center: https://www.bitcoin.com/get-started/ Trade permissionlessly on Bitcoin.com's decentralized Verse DEX where you can also earn yield: https://verse.bitcoin.com/ ► What is Verse? VERSE, which launched in December 2022, is Bitcoin.com’s rewards and utility token. Get VERSE for free in the Bitcoin.com Wallet app, and use it to earn Bitcoin and other rewards. VERSE is expanding access to DeFi, enabling more people to benefit from democratized finance and the economic freedom it unlocks. — Join our community and follow us for updates ⬇️ ►X: https://x.com/Bitcoincom ►X News Account: https://x.com/BTCTN ►Instagram: https://www.instagram.com/bitcoin.com_official/ ►Discord: https://discord.gg/hux4sugcQS ►Telegram: https://t.me/GetVerse ►LinkedIn: https://www.linkedin.com/company/bitcoin.com/ ►Linkedin News Account: https://www.linkedin.com/company/bitcoin-com-news/

In Episode 55 of Token Narratives, Graham, David, and Andrei dive deep into the meta: – Why Pump.fun’s $1B token raise smells like EOS 2.0 – Hyperliquid’s 97.5% rev-share puts the rest of crypto to shame – The Bitcoin treasury wave: signal or corporate cope? – Janet Yellen’s “liquidity sugar rush” and the global ripple effect – The rise of wrench attacks — and how to stay safe – Solana’s memecoin dominance vs Ethereum’s moral flex Late-stage capitalism meets number-go-up memes — and we’re here for it.

The biggest liquidation event in crypto history just happened, wiping out billions—was it really $2B, or closer to $10B? The team dives into the wild market action, Bitcoin’s resilience, and whether ETH has hit a bottom or if it’s just getting started on its downtrend. Then, we break down Trump’s aggressive tariff threats against Canada, Mexico, and China. Is this just the opening move in a larger game to devalue the USD and bring back American manufacturing? And what does that mean for Bitcoin, global markets, and risk assets? Plus, we discuss the latest in Bitcoin adoption: South Dakota’s move toward holding BTC in reserves, the potential for a US sovereign wealth fund including Bitcoin, and the dramatic decline in BTC held on exchanges. Also on the agenda: Ethereum’s L2s out-profiting mainnet, ETH gas fees hitting rock bottom, and Bitcoin’s looming security budget crisis. And finally… did John McAfee really ‘commit suicide’ or is this another Epstein situation?

Bitcoin.com CEO Corbin Fraser, News and Research gigabrain David Sencil, and host Graham Stone are joined by special guest Ido Sofer, CEO and co-founder of Sodot, to discuss: - Market sentiment: Why the rock-bottom market sentiment despite Bitcoin being only 10% off the highs? Is this the hardest cycle yet, or are insiders just salty at missing Bitcoin's 2024 run? - Bitcoin dominance: Why has BTC outperformed alts, and will that trend continue? - The future of self-custody: How MPC wallets are reshaping key management security. - Crypto regulation: Why the U.S. needs to "get its act together" and how global regulations are evolving. - Meme coins as "collectibles": Are they the next frontier or just another speculative hype cycle? - Ethereum's struggles: Has ETH bottomed out, and what’s the future of alt L1s?