PODCAST

Token Narratives Podcast

Bitcoin.com

Join the Bitcoin.com crew as they discuss the hottest narratives in the Bitcoin and cryptoverse.

business investing

All Episodes

00:59:56

Token Narratives Ep. 63: Ray Dalio’s 15% Bitcoin...

Token Narratives Podcast ·

2025/08/01

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

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01:04:16

Is Bitcoin a Trojan Horse for Global Financial...

Token Narratives Podcast ·

2025/07/25

In this episode of Token Narratives, @_dsencil, @graminitha1, and @andrei_rwa debate whether Bitcoin is becoming a systemic threat to the global financial system.Topics this week:🔹 The “Big Long” Bitcoin thesis — is BTC a Trojan horse?🔹 ETH flipping BTC on ETF flows🔹 Why alt season may already be over🔹 Solana’s meme coin problem🔹 MicroStrategy: infinite upside or zero?Plus: David and Graham both swear they don’t hold Bitcoin. Probably for the best.📌 Subscribe for new episodes every week.🧠

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01:05:04

ETH Comeback? Genius Act Passed, Pump ICO Mania, and...

Token Narratives Podcast ·

2025/07/18

It’s been one of the most impactful weeks in crypto this year.In this episode of Token Narratives, @_dsencil and @graminitha1 break down the U.S. House passing the Genius Act, a landmark stablecoin bill that could reshape the global financial system. What does it mean for stablecoin issuers, for banks — and for crypto markets?They dive into:Why this legislation could accelerate stablecoin adoption globally, while also putting small banks under pressure.How the Genius Act might fuel consolidation in

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00:58:01

Bitcoin ‘Too Big to Fail’? ETF Blast-Off, Stable-Coin...

Token Narratives Podcast ·

2025/07/11

Can Bitcoin really collapse when Wall Street, governments, and corporate treasuries all need it to win? @maplesyrupsuckr (Corbin), @andrei_rwa and @graminitha1 tackle the week’s biggest crypto narratives: relentless ETF inflows, the macro setup for rate cuts, stable-coins as the dollar’s Trojan horse, and why Coinbase vs. Robinhood may decide the future of tokenized equities.🎯 What you’ll learnWhy Bitcoin’s “Too Big to Fail” moment could send price targets beyond $150KHow pending Fed rate cuts and

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01:17:06

Bitcoin’s Civil War, Death of the Fat Protocol...

Token Narratives Podcast ·

2025/07/04

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

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00:47:12

Why TradFi Is Buying Hype & Tron | Token Narratives...

Token Narratives Podcast ·

2025/06/20

In this episode of Token Narratives, David and Graham explore the explosion of crypto treasury plays in TradFi — from Justin Sun’s $210M Tron vehicle to ophthalmology companies buying $50M in Hype. Plus: • AI adoption becoming a political litmus test • The rise of crypto stocks as the new altcoins • Why stablecoins may kill banks • What comes next in the fintech raceThis might be the most alpha-packed episode yet.🎙 Hosts:Graham Stone https://x.com/graminitha1David Sencil

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01:04:28

War, Bitcoin & The Blow-Off Top | Token Narratives...

Token Narratives Podcast ·

2025/06/13

Bombs, Black Swans, and BTC: Navigating the War TradeIn 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?

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01:03:25

Pump.fun, Hyperliquid, and the Bitcoin Treasury Era –...

Token Narratives Podcast ·

2025/06/09

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 flexLate-stage capitalism meets number-go-up memes — and we’re here for it.

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01:07:49

From Maximalism to Pragmatism: Bitcoin Vegas Recap |...

Token Narratives Podcast ·

2025/05/30

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

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01:00:01

Bitcoin’s Institutional Pivot and Altcoin Anxiety |...

Token Narratives Podcast ·

2025/05/23

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

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01:25:40

One Year of Crypto Chaos: Lessons from the First 52...

Token Narratives Podcast ·

2025/05/16

It’s been one year of Token Narratives, and the crew is back—older, maybe wiser—for a candid retrospective on what they’ve learned covering crypto’s most volatile stories week in and week out.Graham Stone, David Sencil, and Bitcoin.com CEO Corbin Fraser reflect on the highs, lows, memes, and market turns of the past 52 episodes—from early takes on Solana’s resurgence and the meme coin explosion, to skepticism about institutional Bitcoin plays and their long-term risks.The team shares personal

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01:04:46

Bitcoin at $100K: Strategic Reserves, Meme Frenzy,...

Token Narratives Podcast ·

2025/05/09

This week Graham Stone and David Sencil unpack Bitcoin’s explosive surge past $100K — a milestone backed not by frothy leverage, but by real institutional inflows and sovereign accumulation. They break down why the bull run might have legs through the end of the year, fueled by global liquidity and corporate treasury strategies, even before the U.S. joins the stimulus game.The conversation dives deep into U.S. state-level Bitcoin reserve legislation, with New Hampshire blazing the trail by

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00:56:34

Bitcoin Guardrails, Miner Signals, and the Rise of...

Token Narratives Podcast ·

2025/05/02

In Episode 50 of Token Narratives, Graham Stone and Bitcoin.com Chief Scientist Andrei Terentiev break down one of Bitcoin’s most divisive debates: should the long-standing OP_RETURN guardrails be lifted? Developer Peter Todd says the limits are obsolete, while Ocean Mining’s Jason Hughes warns it could flood Bitcoin with spam and wreck its monetary identity. Andrei unpacks the nerdy but essential governance battle — from Bitcoin Core’s rough consensus model to the slippery slope fears raised by

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00:57:10

The Bitcoin Decoupling Debate & Corporate Treasury...

Token Narratives Podcast ·

2025/04/25

In this live episode of Token Narratives, Graham Stone and David Sencil broadcast from the Bitcoin.com Studio in Tokyo to dissect whether Bitcoin has truly decoupled from traditional financial markets—or if that’s just wishful thinking.They challenge the bullish takes dominating crypto media, laying out a sober view on why recent BTC price action still mirrors broader risk-on sentiment. The duo then dives deep into the rise of corporate Bitcoin treasuries, analyzing the implications of

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01:01:07

Rate Cuts, Trade Wars, and the Altcoin Reckoning |...

Token Narratives Podcast ·

2025/04/18

In this episode of Token Narratives, Graham Stone is joined by Bitcoin.com Chief Scientist Andrei Terentiev and News & Research Lead David Sencil to unpack one of the most complex macro moments of the year—from Jerome Powell’s speech rattling markets to Trump’s escalating tariff war with China.The trio debate whether Bitcoin has already bottomed after a 30–35% dip, or if another COVID-style crash looms. David warns that traditional markets are still in charge, while Andrei believes the worst is

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00:52:33

Disillusionment and Hope in Bitcoin’s Evolution |...

Token Narratives Podcast ·

2025/04/11

In this episode of Token Narratives, Bitcoin Takeover podcast host Vlad Costea joins Corbin Fraser and Graham Stone for a candid and wide-ranging conversation on Bitcoin’s shifting culture, the stalled adoption of BTC as money, and the growing influence of TradFi and stablecoins.Vlad critiques the institutional co-option of Bitcoin, comparing it to a “Ponzi-like” model where speculative gains outweigh real usage. The trio discusses whether Bitcoin’s future lies in sovereign reserves or peer-to-peer

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01:05:04

Liberation Day Analysis: What it Means for Bitcoins |...

Token Narratives Podcast ·

2025/04/07

With the announcement of sweeping new U.S. tariffs—dubbed “Liberation Day”—the Token Narratives crew breaks down what this unprecedented policy shift means for Bitcoin in the short, medium, and long term. Is the recent market dip just a shakeout, or the start of something deeper? Will tariffs lead to recession, rate cuts, or a retail-driven BTC rally?Andrei, David, Sal, and Graham dig into how Bitcoin has surprisingly held up amid broader risk-off sentiment, whether we’ve already “pre-dumped,” and

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01:12:40

Bitcoin Enters Global Rotation, Corporate Treasury...

Token Narratives Podcast ·

2025/03/28

This week on Token Narratives, Graham, David, and Sal unpack a pivotal shift in Bitcoin’s positioning amid evolving macro dynamics. As U.S. equities wobble, Bitcoin’s resilience sparks discussion about whether it’s beginning to decouple — becoming a beneficiary of global capital rotation. Graham outlines a bullish thesis rooted in geopolitical diversification, referencing insights from Le Shrub, while Sal highlights how crypto narratives vary drastically by geography — with Toncoin’s regional

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01:10:26

The Fed’s Balance Sheet Pivot, Magic Money Computers,...

Token Narratives Podcast ·

2025/03/21

This week on Token Narratives, Graham, David, and Andrei unpack the macro shifts steering both traditional markets and crypto. The Federal Reserve’s quiet pivot on balance sheet tightening signals tides turning — but does more liquidity mean a bull run is back on?David breaks down the mechanics and implications of the Fed’s balance sheet adjustments and why Arthur Hayes and others believe quantitative easing is imminent. The crew also dives deep into China’s economic model, potential global

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01:00:47

Bitcoin, Tariffs, and the $5.5 Trillion Crash – What...

Token Narratives Podcast ·

2025/03/14

Markets are bleeding, Bitcoin is down 30%, and fear is setting in—but is this just short-term pain before a historic rally? The Token Narratives team dives into the $5.5 trillion TradFi crash, Trump’s economic shift, and whether Bitcoin can decouple from equities. Plus, Arthur Hayes weighs in on what’s next, Ethereum’s identity crisis, and the future of tokenized stocks. We also unpack the implications of the U.S. Bitcoin Strategic Reserve and why some governments may already be accumulating in

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Token Narratives Podcast

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