That's My Quant! with Cliff and Harmon Transistor (https://transistor.fm) https://feeds.transistor.fm/thats-my-quant-with-cliff-and-harmon 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 468a80f9-7966-5392-93ba-0ba60c22e174 yes en Wed, 06 May 2026 13:57:07 -0700 Wed, 06 May 2026 13:58:36 -0700 https://img.transistorcdn.com/3i8CUSzd_uRt5zZo06oP-o3yCdVaGFUkyDpZMEy6Udo/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS82ODc1/MjA0NWE0MDQ1NzRm/Njc4ZTdjNzBhNzE3/M2M3My5wbmc.jpg That's My Quant! with Cliff and Harmon episodic Plaza 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. Every morning the market tells a story. Plaza hello@plaza.fm No No Saylor's $12.5B 'Never Sell' Surrender, Squeeze Setup 3 3 Saylor's $12.5B 'Never Sell' Surrender, Squeeze Setup full b4bb648a-014b-44a9-882f-9230053c625d https://share.transistor.fm/s/602771b5 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
]]> 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
]]> Wed, 06 May 2026 13:57:07 -0700 Plaza Plaza 931 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
]]> No GameStop's $56B eBay Bid, Stablecoin Moat, Privacy Trap 2 2 GameStop's $56B eBay Bid, Stablecoin Moat, Privacy Trap full 6aa38f07-94d6-40ab-a9ad-b4897ad130bb https://share.transistor.fm/s/cf941125 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
]]> 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
]]> Mon, 04 May 2026 14:51:43 -0700 Plaza Plaza 1296 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
]]> No Exponent's $5M Seed, Strategy Vault Déjà Vu 1 1 Exponent's $5M Seed, Strategy Vault Déjà Vu full 393f1b07-70d4-404f-830c-47587eced6ca https://share.transistor.fm/s/6f8f7d9c 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
]]> 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
]]> Sat, 02 May 2026 12:18:02 -0700 Plaza Plaza 769 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
]]> No