Calling Bessent's 'Bluff,' Strategy CEO Buys Again | Bloomberg Crypto 9/1/2026
Спикеры
Dan Morehead
— Основатель и управляющий партнер, Pantera Capital
Bloomberg Intelligence
— Analyst
Phong Le
— Президент и генеральный директор, MicroStrategy
Amira Valliani
— Head of Payments Growth, Solana Foundation
Scarlet Fu
— Ведущий, Bloomberg Television
Todd Gillespie
— Репортер по банковскому сектору, Bloomberg News
Tim Stenovec
— Ведущий/Соведущий, Bloomberg TV & Radio
The episode covers Bitcoin's macro and cycle setup with Dan Morehead, Strategy's resumption of Bitcoin purchases and balance-sheet shift with CEO Phong Le, tokenization and global access with Solana Foundation's Amira Valliani, plus Hyperliquid's US expansion, Polymarket funding and market reactions to US-Iran escalation.
- Dan Morehead argues Treasury money printing and debasement are bullish for Bitcoin and crypto.
- Morehead sees crypto undervalued versus AI and expects Bitcoin's four-year cycle to bottom before another multi-year rally.
- Morehead says digital asset treasury companies should trade back to or above NAV as crypto recovers.
- Strategy's Phong Le says the company cut net debt to zero and resumed buying Bitcoin while remaining a net accumulator.
- Bloomberg Intelligence says Hyperliquid's US access via Kraken/Payward is meaningful and CME faces new perpetual futures competition.
- Solana Foundation's Amira Valliani highlights tokenized stocks and global market access on Solana.
- US strikes on Iran lifted oil and energy stocks while weighing on equities.
Идеи
Money printing makes Bitcoin outperform.
Governments, especially the U.S., are printing trillions and debasing paper money; the Treasury's $2B weekly buyback is a bluff that highlights the fiscal problem. Hard assets like Bitcoin and cryptocurrencies should do very well as investors seek non-debasable money.
Own blockchain protocols beyond Bitcoin.
Tokenized stocks are expanding global access: Shein traded on Solana from day one and exchanges like the London Stock Exchange want global on-chain distribution, positioning Solana as infrastructure for tokenized equities and internet capital markets.
Digital asset treasuries rally above NAV.
Digital asset treasury companies are procyclical and many now trade below net asset value; when crypto markets regain momentum and hit new highs, most of these treasury companies should trade up to or above their NAVs, with strong performers consolidating weaker ones.
Hyperliquid US access is bullish.
Hyperliquid is the biggest perpetual futures venue but U.S. traders cannot legally access it; Payward/Kraken's CFTC-licensed pathway gives Hyperliquid U.S. access, which is extremely meaningful and makes regulated crypto exchange licenses more valuable.
CME faces crypto futures competition.
CME spent decades building U.S. futures dominance but now faces a sudden wave of approved crypto perpetual futures competitors including Kalshi, Coinbase Derivatives and Hyperliquid via Kraken; CME's lawsuit looks like a rearguard action and a cloud over incumbent exchanges.
Далее
This Bloomberg Markets video, published September 01, 2026, features Dan Morehead, Bloomberg Intelligence discussing BTC, SOL, Digital asset treasury companies, MSTR, HYPE, CME. 5 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Dan Morehead, Bloomberg Intelligence · Tickers: BTC, SOL, Digital asset treasury companies, MSTR, HYPE, CME