Latest Episodes
Strategy Faces MSCI Exclusion as We Pause the Podcast | Ahead of the Curve
MSCI has adopted new rules that could exclude Strategy, Metaplanet, and other digital asset treasury companies from its global equity indexes. We examine the potential...
Bitcoin’s Recovery Needs Fresh Demand | Ahead of the Curve
Bitcoin has shed much of its speculative leverage, but a durable recovery still needs buyers. Today’s U.S. inflation release puts the macro backdrop in focus as weak t...
U.S. Bitcoin Transfers and AI Security Fears | Ahead of the Curve
The U.S. government moved more than 17,700 Bitcoin this week, including coins linked to the Bitfinex hack. Does this signal incoming selling pressure, or is it primari...
Few Buyers, Even Fewer Sellers | Ahead of the Curve
Bitcoin is up nearly fifty percent from its lows, but market participation remains unusually quiet. In this episode of Ahead of the Curve, we look at why K33 Research ...
SEC Custody Rules, Kalshi Scrutiny and Tether in Iran | Ahead of the Curve
The SEC is moving ahead with a new crypto custody framework even after the failure of the Clarity Act, while the CFTC is pushing to define the regulatory boundary arou...