Counterparty

The Stream, Distilled

The Recaps

Three hours of broadcast, cut to the signal. Daily market recaps and essays from the desk on one side — sit-down interviews on the other.

402 Videos
Semiconductors Keep Crashing, Will the FOMC Save Us, and the Gatchafication of Everything
34:43

Recap · July 29, 2026

Semiconductors Keep Crashing, Will the FOMC Save Us, and the Gatchafication of Everything

The Ansem Interview, the Semiconductor Crash, and the LeBron Economy
36:28

Recap · July 29, 2026

The Ansem Interview, the Semiconductor Crash, and the LeBron Economy

The Chinese Semiconductor Moment, Onchain Spots, and Celebrity Traders
30:03

Recap · July 27, 2026

The Chinese Semiconductor Moment, Onchain Spots, and Celebrity Traders

Jensen Loves Open Source, Bubble Boi Shares Alpha, and I Have Fun Onchain
22:22

Recap · July 25, 2026

Jensen Loves Open Source, Bubble Boi Shares Alpha, and I Have Fun Onchain

corporate interns are getting rich off memecoins
7:18

Essay · July 23, 2026

corporate interns are getting rich off memecoins

Robinhood’s Memecoin Strategy is Working and Onchain is Fun Again
35:16

Recap · July 23, 2026

Robinhood’s Memecoin Strategy is Working and Onchain is Fun Again

Is China Distilling Claude, ChatGPT Breaks Containment, and Retail Markets
43:38

Recap · July 22, 2026

Is China Distilling Claude, ChatGPT Breaks Containment, and Retail Markets

Gen-Z Entrepreneurship, The Reality of China's AI, and Why Crypto Looks Good Again
46:06

Recap · July 21, 2026

Gen-Z Entrepreneurship, The Reality of China's AI, and Why Crypto Looks Good Again

Kimi is out of GPUs, My PumpFun Thesis, and Critical Market Analysis
48:47

Recap · July 20, 2026

Kimi is out of GPUs, My PumpFun Thesis, and Critical Market Analysis

The Kimi Moment, Hedge Funds Save the Market, and Trump MEV
44:06

Recap · July 17, 2026

The Kimi Moment, Hedge Funds Save the Market, and Trump MEV

Everything is a Memecoin Now, Base Drama Recap, and PumpFun is Here to Stay
47:43

Recap · July 16, 2026

Everything is a Memecoin Now, Base Drama Recap, and PumpFun is Here to Stay

why memecoins survive every single crypto cycle
18:57

Essay · July 16, 2026

why memecoins survive every single crypto cycle

Pumpfun is Going Multicycle, Follower Count Doesn't Matter, and It's Time To Start A Family
45:48

Recap · July 15, 2026

Pumpfun is Going Multicycle, Follower Count Doesn't Matter, and It's Time To Start A Family

why the EA boycott is the biggest threat to GTA 6
8:28

Essay · July 14, 2026

why the EA boycott is the biggest threat to GTA 6

Why I Bet My Career on Retail, Warsh vs Inflation, and Traders as Streamers
44:41

Recap · July 14, 2026

Why I Bet My Career on Retail, Warsh vs Inflation, and Traders as Streamers

trading the IRL thesis perfectly then roundtripping everything
14:27

Essay · July 13, 2026

trading the IRL thesis perfectly then roundtripping everything

Korea's Leverage Wipeout, SpaceX is Crashing Fast, and is Crypto Bottomed?
42:16

Recap · July 13, 2026

Korea's Leverage Wipeout, SpaceX is Crashing Fast, and is Crypto Bottomed?

the day my nba dream died (cam thomas gave me 50)
10:02

Essay · July 12, 2026

the day my nba dream died (cam thomas gave me 50)