『That's My Quant! with Cliff and Harmon』のカバーアート

That's My Quant! with Cliff and Harmon

That's My Quant! with Cliff and Harmon

著者： Plaza
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Every morning the market tells a story. Most people only get the headline. Cliff and Harmon read the whole thing, the filings, the flows, the stuff nobody's talking about yet, and hand it back to you in less than twenty minutes. Smart, fast, occasionally wrong on purpose. Not financial advice. New episode every weekday before the bell.© 2026 Plaza 個人ファイナンス 政治・政府 経済学
エピソード
  • Saylor's $12.5B 'Never Sell' Surrender, Squeeze Setup

    Saylor's $12.5B 'Never Sell' Surrender, Squeeze Setup
    2026/05/06

    Saylor's "never sell" pledge lasted five years and a $12.5B loss. Now Strategy will sell "when advantageous." Also: 67 days of negative Bitcoin funding, Atlas Live's too-late retail map, and Aave's $40M stress test — the protocol survived, the users didn't.

    • (00:00) - Cold Open: Strategy's 'Never Sell' Meets a Margin Call
    • (00:56) - Host Intro
    • (01:39) - Markets Recap: Markets Recap
    • (03:20) - Topic 1: Strategy's 'Never Sell' Meets a Margin Call
    • (07:51) - Topic 2: 67 Days of Negative Bitcoin Funding: Squeeze or Su
    • (11:13) - Topic 3: Atlas Live: A Tool That Could Have Saved Retail
    • (14:23) - Deep Dive: DeFi's Stress Test: The Protocol Survived, The Use
    • (19:11) - Closing
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    16 分
  • GameStop's $56B eBay Bid, Stablecoin Moat, Privacy Trap

    GameStop's $56B eBay Bid, Stablecoin Moat, Privacy Trap
    2026/05/04

    The GENIUS Act quietly walls off stablecoin yield for the banks — Allaire is screaming, Armstrong is silent. GameStop wants eBay for $56B (yes, really). SOL Strategies bought a privacy tool with users it never met. Plus: one SEC word, furnished vs. filed, that decides who eats the loss.

    • (00:00) - Cold Open: Stablecoin yield ban
    • (01:21) - Host Intro
    • (01:52) - Markets Recap: Markets recap
    • (04:50) - Topic 1: Stablecoin yield ban
    • (11:55) - Topic 2: GameStop's eBay bid
    • (16:40) - Topic 3: SOL Strategies privacy acquisition
    • (21:50) - Deep Dive: 'Furnished' vs. 'filed' SEC nuance
    • (26:56) - Closing
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    22 分
  • Exponent's $5M Seed, Strategy Vault Déjà Vu

    Exponent's $5M Seed, Strategy Vault Déjà Vu
    2026/05/02

    Multicoin just dropped $5M into Solana's Exponent. Cliff geeks out on the on-chain rate order book. Harmon clocks the 2022 strategy-vault ghost — and the guy who asked him if Anchor's 20% was safe. The interface won't tell you which yield is real.

    • (00:00) - Cold Open: Dogecoin Outperforms Bitcoin
    • (00:41) - Host Intro
    • (01:08) - Markets Recap
    • (02:36) - Topic 1: Dogecoin Outperforms Bitcoin
    • (06:57) - Topic 2: CLARITY Act Stablecoin Yield Ban
    • (11:44) - Topic 3: GameStop Eyes eBay
    • (13:56) - Deep Dive: CLARITY Act Deep Dive: The Bona Fide Loophole
    • (17:52) - Closing
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    13 分
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