Tom Schmidt

speaker

296 appearances 3 recordings 2 series first heard Jun 2026 last heard 29 Jun

Tom Schmidt’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 3.

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tariff tantrum equivalent, but for Sailor.

Yeah, obviously, Saylor sold a couple of Bitcoin to inoculate the market, quote-unquote.

And then, obviously, after the fact, announced that he bought several times more Bitcoin.

But I think...

It seems like this is always going to be a looming issue.

It's a little bit like a, you know, token, like a long dated token vest of this is always going to be this thing dangling over your head.

And so he needs to find a long term plan for it.

I think people discussed, hey, maybe selling a larger amount of Bitcoin now.

So you have, you know, a year plus worth of cash to be able to pay dividends.

But if anything, I think we're also just an interesting instrument to trade, right?

We're coming up.

towards the end of the month, when the first event, you know, should be coming out.

Funding has been going crazy.

I saw Lighter has a stretch perp.

And so it's always like, for a while, it was like 900% annualized.

So some people are also doing, you know, this cash and carry trade.

They're going to hold the stretch, short the perps, maybe try to collect the interest.

It's just like all sorts of super interesting environment.

But I feel like we're going to get this resolved one way or another, you know, closer to the end of the month.

And I...

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