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May, 2025

May, 2025

‘Bond King’ Jeffrey Gundlach Calls Gold the ‘True Monetary Asset,’ Predicts New All-Time High for Precious Metal
DoubleLine Capital CEO Jeffrey Gundlach believes gold’s explosive uptrend since November of 2022 is not yet over. In a...
Inside the Stream: Disney’s 2025 Profit Goal; ESPN DTC Price, Bundles
Disney reported its fiscal second quarter results this week, showing continued direct-to-consumer profitability, as well as modest subscriber gains for both Disney+ and Hulu. Given last year’s sec...
Inside the Stream: Netflix is Well-Positioned to Lead in Bundling and CTV Ads
[UPDATED] Netflix revealed at its Upfront this week that it now has 40 million monthly active users on its lower-priced ad-supported tier. It’s not clear how monthly active users and subscriber...
Inside the Stream: Walmart-VIZIO Deal; Super Bowl Streamers Mystery
Earlier this week the WSJ reported that Walmart is seeking to acquire VIZIO for over $2 billion. Colin and I discuss the likely strategic rationale behind the deal. We both like the benefits to both...
Inside the Stream: YouTube TV’s Strong Q3, Sports in Flux
LRG estimates that YouTube TV added 600K subscribers in Q3 ’23, bringing it to a total of 6.5 million subscribers. YouTube TV’s growth is by far the strongest of all pay-TV providers, double the...
Inside the Stream: Linear TV and Pay-TV Decline; Subtitles; Roku Adds Local TV News
First up on Inside the Stream this week Colin and I discuss the latest data from Nielsen’s The Gauge report. While it said that “linear TV” viewing fell below 50% for the first time, we explai...
Inside the Stream: How Overlapping “Doom Loops” are Crushing the TV Industry
In this week’s podcast we discuss the overlapping “doom loops” that are crushing the TV industry. These were first articulated by MoffettNathanson, and built upon by Colin. The doom loops incl...
Curve Finance Reportedly Hacked, Users Urged to Avoid the Website
The website of Curve Finance, a major decentralized finance (DeFi) protocol, has reportedly been hacked.  The team posted an urgent alert on X (formerly Twitter), advising users not to interact wi...
What Did Paul Atkins Say at the SEC’s Latest Crypto Roundtable?
In a keynote address at the SEC’s latest Crypto Roundtable, Paul Atkins commented on the Commission’s role in crypto policy. He identified three key regulatory focus areas: issuance, custody, and ...
Top 3 New Solana Tokens to Watch For the Third Week of May 2025
Solana tokens like HOTMOM, DOOD, and IKUN are gaining serious traction as some of the most active and talked-about new launches on the network. HOTMOM is leading the meme coin charge with a $54 millio...
Newswire > May, 2025
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