SALT

𝗦𝗔𝗟𝗧: knowledge + networking across finance, technology & public policy.

[SALT @SALTConference]

America is sitting on nearly $40 trillion in debt, the crypto markets are searching for their next catalyst, and the financial system is changing faster than Washington can keep up. @novogratz, @DenelleDixon, and @Scaramucci break down what could trigger the next big move in Bitcoin, and why the convergence of AI, blockchain, and tokenization could completely reshape the future of money.

This episode of All Things Markets (@AllThingsMkts) was taped LIVE from the SALT Wyoming Blockchain Symposium.

Timestamps

0:00 Mooch and Novo are joined by Denelle Dixon LIVE on stage
1:35 What is the latest on the CLARITY Act?
5:41 Wall Street is moving onto the blockchain
8:41 America’s $40 trillion debt problem
11:29 Why Bitcoin still matters & the future of tokenization
15:24 Wall Street’s massive shift to tokenized assets
17:55 Will AI agents use crypto?
20:32 The brutal reality of the crypto bear market
22:46 What could trigger Bitcoin’s next big move?
28:24 The convergence of AI and blockchain
29:38 What made you happy this week?

[Rob Nunn @robfnunn]

Looking forward to attending the SALT Conference in London in a couple of weeks time. Should be an interesting few days

[Patrick Witt @patrickjwitt]

Excellent work by @USComptroller Gould and the entire @USOCC team.

[Comptroller Jonathan V. Gould @USComptroller]

At the @USOCC, we have worked diligently and expeditiously to deliver the GENIUS Act final rule ahead of schedule to support President Trump's vision and @SecScottBessent's leadership to grow the economy and lead the global digital currency revolution.

Today marks the birth of a new industry having a federal framework for payment stablecoins in the digital age. It also brings us back to our original mission when the OCC was charged with the responsibility for organizing and administering a system of nationally chartered banks and a uniform national currency.

[Eleanor Terrett @EleanorTerrett]

🚨🗞️NEW: New York and Wyoming Join Forces on Crypto Regulation

Plus, the @USOCC signals its final GENIUS Act rules are coming by month-end, what to watch this week in macro and crypto, and the stories making headlines.

https://t.co/mLVRbxRSRM

[3iQ @3iq_corp]

Matteo Dante Perruccio, Chief Strategy Officer at 3iQ, will speak at @SALTConference London on November 3 at 9:45 AM. He will join the panel "The Macro Case for Digital Assets" alongside Bob Diamond (Hyperliquid Strategies), Miller Whitehouse-Levine (Solana Policy Institute), and Geoff Kendrick (Standard Chartered).

The U.S. Treasury's announced bond buyback program has renewed attention on the macro case for including digital assets in portfolios. As GENIUS Act implementation continues, stablecoin growth has also accelerated, with Wall Street banks forming new digital dollar consortiums. Blockchain infrastructure has continued to mature, with Hyperliquid leading the charge toward the U.S. launch of perpetual futures. In this session, panelists who traversed from senior traditional finance roles into leading voices in digital finance will weigh in on the macro case for including digital assets in institutional investor portfolios.

Learn more about the event: https://t.co/V30Uz3CWCA

[SALT @SALTConference]

📢 Speaking at SALT London, Nov. 3-4: Bob Diamond (@rediamondjr), Chairman of @HypeStrat and CEO of Atlas Merchant Capital

The former CEO of Barclays, Diamond is helping lead the future of blockchain-powered decentralized exchanges at Hyperliquid Strategies.

Learn more or register interest here: https://t.co/ScsOSrH5HJ

[SALT @SALTConference]

📢 Speaking at SALT London, Nov. 3-4: @DavidLRipley, Co-CEO at @Payward

A global leader within digital assets and the future of finance, Dave will discuss how to build a more efficient and equitable financial system.

Learn more or register interest here: https://t.co/Crs0XCr89q

[Anthony Scaramucci @Scaramucci]

Watch on YouTube: https://t.co/tS17spLWGx

Watch/Listen on Spotify: https://t.co/YxBO16xwFq

[Anthony Scaramucci @Scaramucci]

The inflation print was ugly, rates are backing up, oil’s near $100, and the S&P still refuses to roll over, so Mike Novogratz (@novogratz) and I dig into whether this market is bulletproof or just one bad headline from its first real correction. We also get into the Fed’s next hike, what an AI catastrophe would do to the NASDAQ, where Bitcoin goes from here, and why Texas Republicans are calling the Talarico race existential. All this and more on this week's episode of All Things Markets (@AllThingsMkts) presented by @SALTConference

Watch/Listen on X, YouTube, and Spotify.

Timestamps

0:00 Mooch and Novo are back!
0:55 Inflation surges: Will the Fed raise interest rates again?
3:04 Paul Tudor Jones is betting against stocks
4:02 Meta's new AI and the future of AI assistants
6:12 Could an AI catastrophe crash the Nasdaq 30%?
8:24 America's growing wealth inequality
11:23 Bitcoin, crypto and the future of tokenization post CLARITY
15:41 Could an AI data center slowdown trigger a recession?
17:03 Why the Iran war could be Trump's biggest political mistake
19:15 Is the stock market heading for a major correction?
23:11 Bullish or Bearish: Stocks, Texas Tech, James Talarico, and the NY Knicks
27:05 What made you smile this week?

[All Things Markets @AllThingsMkts]

Watch on YouTube: https://t.co/8nt30PwK17

[All Things Markets @AllThingsMkts]

Excited to share this BONUS EPISODE of All Things Markets recorded last week at the Greenwich Economic Forum. The regularly scheduled episode comes out tomorrow! @novogratz and @Scaramucci break down the future of the U.S. economy, the massive AI investment boom, why Bitcoin could be entering a new bull market, and where we think the markets are headed next. Presented by @SALTConference

Watch on X, YouTube, and Spotify.

Timestamps

0:00 Mooch & Novo Go Live!
0:45 Where Are Interest Rates Headed?
2:52 How AI could disrupt jobs and the economy
4:32 America's $41 trillion debt crisis
6:37 How Washington lost control of government spending
8:48 Can AI save the U.S. economy?
10:30 Inside Galaxy's massive AI data center expansion
13:41 The AI Revolution and its impact on American workers
15:08 Why Mike Novogratz is bullish on Bitcoin and crypto
18:08 Audience Question 1: Could Bitcoin solve America's debt crisis?
21:01 Audience Question 2: The AI arms race between the U.S. and China
24:34 Audience Question 3: What skills will matter most in an AI-driven future?
26:47 Audience Question 4: How should investors position their portfolios?
30:29 Bullish or Bearish

[Rachel Conlan @RachelConlan]

GM Shanghai! 🇨🇳

Great to be here for Solana Accelerate China.

Excited to meet local builders and see what’s being built on Solana.

If you’re in Shanghai and would like to join us on October 16, we have a few spots available. Drop me a DM!

➡️ https://t.co/7lW9xJmlkY

[Arjun Sethi @arjunsethi]

The debate over whether crypto and stablecoin companies should be allowed to offer interest or yield on customer balances without complying with traditional banking rules....

“If you are going to be holding balances and paying interest, that's a bank. You should be regulated by a bank. ... So we have been firm, one thing over here, yes, but if you want to be a bank, become a bank.” - Jamie Dimon, JP Morgan Chase CEO

https://t.co/eeO3WAYl2f

[SALT @SALTConference]

@andrewrsorkin @carlquintanilla @dealbook doesn’t get much better than that

[SALT @SALTConference]

Learn more about SALT London 2026 here: https://t.co/9pmITzQ5Sf

[SALT @SALTConference]

Gary Lineker (@GaryLineker) tells @Scaramucci that the idea that young people can’t focus past a soundbite is wrong, and the podcast numbers prove it.

“The average listener is around 31, 32 and that is the audience that all television channels are chasing.”

Those listeners will sit through 35, 40, 45 minute episodes. If it’s good enough, they’ll listen.

[SALT @SALTConference]

Learn more about SALT London 2026 here: https://t.co/9pmITzQ5Sf

[SALT @SALTConference]

Kay Swinburne, Baroness Swinburne, says crypto’s biggest problem isn’t the technology, it’s the word.

“If you say you’re a crypto firm, they’ll probably put you to the bottom of their list. If you say digital assets, everybody sits at the front of their seats.”

Traditional finance is moving in, the false divide is disappearing, and tokenization of standardized assets is coming fast.

[SALT @SALTConference]

Learn more about SALT London 2026 here: https://t.co/9pmITzQ5Sf

[SALT @SALTConference]

The Rest is History hosts @dcsandbrook and @holland_tom say the first writing wasn’t poetry, and the first name in history wasn’t a king.

“It’s not poets who invent writing or storytellers. It begins with accountants.”

The first person we can name is Kushim, a scribe’s receipt for barley in ancient Uruk, and he’s remembered because of financial innovation.