In this episode of Token Narratives, we explore why gold and silver are surging while Bitcoin continues to lag, whether Bitcoin is setting up for a catch-up trade, and why crypto market sentiment feels historically low.

We also discuss privacy coins, surveillance, stablecoins as geopolitical tools, quantum computing fears, tokenized stocks, and the ongoing uncertainty around U.S. crypto regulation.

🎙️ Token Narratives – Episode 88

00:00 Bitcoin's Current Market Position

11:15 Geopolitical Impacts on Bitcoin and Gold

17:51 Future Predictions for Bitcoin

24:38 Quantum Computing and Bitcoin's Security

29:07 Institutional Hesitation and Bitcoin's Future

35:44 The New York Stock Exchange Goes On-Chain

48:04 Market Structure Clarity Act and Its Implications

Privacy is back in the spotlight — and not by accident.

In this episode of Token Narratives, we break down why privacy coins like Monero and Zcash are surging, why Bitcoin is lagging despite broader market strength, and how censorship resistance is re-entering the macro conversation.

We also dig into the political implications of stablecoins, surveillance, and why governments may be losing control of money faster than most people realize.

Episode 87 of Token Narratives

00:00 Introduction and Market Overview

10:08 The Privacy Narrative and Its Implications

24:51 Stablecoins as Geopolitical Tools

43:03 Conclusion and Future Topics

In this episode of Token Narratives, we revisit our biggest crypto predictions from 2025 — the wins, the misses, and the narratives that completely fell apart.

Then we look ahead to 2026, covering:

• Bitcoin dominance and why it may keep rising

• ETH vs Solana and the problem of value accrual

• Prediction markets, insiders, and edge decay

• Trump-era macro, liquidity, and geopolitics

• Why network usage doesn’t automatically mean token value

Are crypto markets finally getting smarter — or are we repeating the same mistakes again?

🎙️ Hosted by:

Graham Stone (@graminitha1)

David Sencil (@_dsencil)

00:00 Bitcoin L2s: Hype vs. Reality

09:10 The Privacy Dilemma in Bitcoin

12:06 Bitcoin ETFs: Expectations vs. Reality

13:54 AI and Crypto: A Missed Opportunity

16:56 Geopolitical Predictions and Their Outcomes

18:11 NFTs: The Downward Trend

20:01 Price Predictions: A Year of Misses

24:01 Prediction Markets: The Future of Betting

28:49 Quantum FUD: A Fading Concern

34:08 Ethereum vs. Solana: The Battle for Dominance

39:39 Bitcoin's Market Position and Predictions

42:15 The Impact of Macro Trends on Crypto

46:47 Institutional Adoption and Market Dynamics

50:49 Bitcoin's Value Relative to Gold

53:33 Volatility and Market Predictions for 2026

56:15 Mergers and Acquisitions in Crypto

01:00:16 Stablecoins and Institutional Trends

01:03:25 Emerging Technologies and Market Trends

01:05:20 Robinhood vs. Coinbase: The Financial Super App Debate