Episode #218
Wall Street's Secret Crypto Speed Chase: 28 Microseconds and Trillions at Stake
This episode decodes the tug-of-war between short-term macro headwinds—rising Treasury yields and huge bond issuance—and long-term crypto momentum driven by network adoption and institutional plumbing. We cover Bitcoin's technical breakout, Benjamin Cowan's $10T log-regression thesis, and Layer Zero’s ZK chain and Atlas engine—sub-millisecond trading infrastructure that could funnel institutional capital on-chain.

