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

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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01:05:34

Trump Signs Bitcoin Strategic Reserve EO & Texas To...

Token Narratives Podcast ·

2025/03/07

In this episode of Token Narratives, we dive into the biggest shake-up in Bitcoin policy yet: Trump's executive order establishing a Bitcoin Strategic Reserve. We break down the details, its impact on markets, and whether the U.S. government will ever become a net buyer of BTC.We also analyze Texas’ bold move toward becoming the first U.S. state with a Bitcoin reserve, comparing it with Bhutan's sovereign wealth fund-style BSR.We also touch on the IMF’s restrictions on El Salvador’s Bitcoin

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01:09:22

Where we are in the cycle, whether meme coins are...

Token Narratives Podcast ·

2025/02/28

In this episode of Token Narratives, we break down where we are in the market cycle and whether Bitcoin’s recent dip marks a local bottom or signals more pain ahead. We discuss ETF outflows, global liquidity trends, and the MVRV Z-score’s implications for the next move.The team also dives into meme coin exhaustion—is this just a cooldown before the next wave, or have traders moved on for good? We explore what comes next, from real-world assets to utility tokens, and whether meme coins still have a

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00:59:10

The $LIBRA Scandal, Meme Coin Chaos & Bitcoin’s Super...

Token Narratives Podcast ·

2025/02/21

The Token Narratives crew dives into the biggest crypto drama of the week—the $LIBRA token scandal. We break down how a tweet from Argentine President Javier Milei sent the token soaring to $4 billion, only for it to collapse in hours, exposing a web of insider trading, shady market makers, and infrastructure providers potentially in on the game.We also debate whether this marks the end of the meme coin meta, the potential fallout for Solana, and what the next narrative could be in crypto. Will

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01:00:03

Are MPC Wallets Better Tech and Will Crypto...

Token Narratives Podcast ·

2025/02/14

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

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01:01:37

Crypto’s Biggest Liquidation Ever, Tariff Wars, and...

Token Narratives Podcast ·

2025/02/07

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,

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01:00:33

Pump.Fun Lawsuit, Meme Coin Rotations & Bitcoin's...

Token Narratives Podcast ·

2025/01/31

The Token Narratives crew dives into the latest class action lawsuit against Pump.Fun—does this mean every token launched on the platform is now a security? We break down the allegations and whether regulators can actually stop the meme coin casino.Meanwhile, Bitcoin shrugs off Nvidia’s $200B sell-off, but Ethereum still lags—has ETH officially become the “copper” of crypto? Sal joins the pod for the first time, bringing his deep trenches knowledge to discuss how meme coin metas keep mutating and

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01:03:35

Trump Coin Frenzy, Melania’s Misstep, and Ethereum’s...

Token Narratives Podcast ·

2025/01/24

The Token Narratives crew unpacks the madness surrounding Trump Coin’s explosive launch and Melania’s token blunder. Was splitting attention the family’s fatal flaw? Plus, Solana’s meme coin dominance signals Ethereum’s fading edge—has ETH lost the zeitgeist?The squad dives into the White House’s crypto executive order and speculates on a US national crypto reserve. Meanwhile, Corbin shares his Trump coin profits, Graham laments missing the top, and David rages at his dad duties costing him

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01:10:29

AI Agents Take Over, Bitcoin Dips, and Canada’s...

Token Narratives Podcast ·

2025/01/10

The Bitcoin.com crew dives into the latest chaos in crypto and beyond. AI agents are evolving fast—are they here to pump bags or pump us full of lead? We explore their growing influence, the rise of decentralized infrastructures, and the eerie possibility of autonomous agents that can’t be shut down.Markets are reeling—has Bitcoin bottomed, or are we in for more pain? The team debates the signals, from Solana’s dominance to the new metrics defining blockchain success. Plus, a wild geopolitical

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01:30:20

2025 is Here! Price Predictions, Bitcoin ETFs,...

Token Narratives Podcast ·

2025/01/03

Join the Bitcoin.com boys in their first Token Narratives episode of the new year, where they look ahead to 2025 with predictions on the narratives that will dominate the year, including price predictions.The discussion also touches on the transformative potential of AI agents in crypto and concerns about their regulatory challenges and ethical implications. Other predictions include Bitcoin L2s, Bitcoin ETFs' future success, government regulation in crypto, and NFTs. Looking forward to another

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Token Narratives Podcast

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