BTC ETFs: -$81m, ETH ETFs: +$11m. Crypto falls as markets react negatively to CPI print. BTC whale buying slows, death cross on weekly. Low CPI print could still lead to BTC ATH: Grayscale. Exchanges see $1bn USDT withdrawal. US government sends $584m BTC to exchanges. Apple Pay may soon allow USDC payments. Schumer vows to pass crypto regulation this year. Morgan Stanley discloses $188m BTC ETF holding. Vanguard say they won’t do BTC ETFs. Marathon Digital buys $249m BTC. DeFi rises as Aave hit...
Aug 15, 2024•44 min•Season 4Ep. 180
Crypto rallies ahead of key CPI data today. $2bn more Mt. Gox BTC readies to moved. Jump transfers another $46m ETH to sell. SOL stablecoin TVL up $1bn in the last 3 weeks. Goldman Sachs show $418m BTC ETF. BTC ETFs will soon surpass Satoshi’s holding. ETH L2 transactions hit record 12.4m. Harris advisors have poor history with crypto policy. Bitget wallet overtakes MetaMask by downloads. Coinbase say cbBTC wrapped Bitcoin coming.
Aug 14, 2024•45 min•Season 4Ep. 179
SOLETH down 10% from ATH. Grayscale ETH ETF shows no outflows. Bitcoin slump due to rising Kamala odds: Bernstein. Alt season won’t return until BTC above $70k: Hayes. PayPal stablecoin on SOL flips ETH TVL. 3AC files $1.3bn claim against Terraform Labs. Marathon to stamp ‘Made in USA’ on mined BTC. Trump & Elon don’t mention crypto in interview. Coinbase urges SEC to abandon DeFi exchange rule. Several VCs receive SEC letters over Uniswap. OP hints at upcoming ‘Superchain’.
Aug 13, 2024•45 min•Season 4Ep. 178
BTC: 59.5k (-2%), ETH: 2675 (0%), SOL: 150 (-2%). Top Gainers: SUI. BTC drops below $58k, stablecoin growth slows. Crypto funds saw $176m of inflows last week. ETH ETF weekly flows positive for first time. BTC ETF options now expected this year. WBTC custody FUD with Justin Sun involvement. Crypto trading volume up 19% to $4.94T in July. ETH median gas price hits 5-year low. Tether calls Celsius $3bn lawsuit a ‘shake-down’. Base processes 3.5m daily transactions. Crypto VC funding rose to $2.7bn...
Aug 12, 2024•49 min•Season 4Ep. 177
BTC ETFs: +$195m, ETH ETFs: -$3m. ETH leads gains in majors, ETHE outflows slowing. Putin signs crypto mining bill. Tether mints another $250m on SOL. Tether plans to double staff to improve compliance. Turkey sees surge in exchange applications. SEC plans to appeal XRP ruling. Franklin Templeton launches fund on ARB. SUI leads altcoins after Grayscale fund announced. TIA rises 20%, will launch mainnet in September. STX will launch final Nakamoto Code this month. Coinbase questions CFTC predicti...
Aug 09, 2024•57 min•Season 4Ep. 176
FTX ordered to repay $12.7bn. BTC Mayer Multiple hits lowest since FTX. Saylor personally owns over $1bn BTC. Dems launch ‘Crypto for Harris’ group. Brazil approves first spot SOL ETF. Robinhood crypto revenue up 161%. Ethena launches stablecoin on SOL. Jump likely shut ‘development arm’, not trading. Nomad bridge hacker moves $35m to Tornado. Metaplanet to buy $6.8m more BTC. Binance to list TON for spot. Binance invests in SOL restaking protocol. Arbitrum Orbit chains to use USDC for gas....
Aug 08, 2024•51 min•Season 4Ep. 175
SOL continues to lead majors, memecoins run higher. SOL/ETH hits ATH, breaks key resistance level. BTC whales bought $23bn in last month. BTC volatility hits 20-month high. NASDAQ & BlackRock ask to list ETH options. ETH ETF inflows outpace BTC. BlackRock ETH ETF sees $900m inflows so far. New ETH L2 created ‘every 19 days’. $2bn of seized ETH transferred by Chinese police. Jump continues to exit ETH position. Move in Yen is opportunity to buy BTC: Hayes. Tether mints another $250m on SOL. D...
Aug 07, 2024•52 min•Season 4Ep. 174
BTC & ETH ETFs see huge $6bn of trading volume. ‘Real number’ of liquidations estimated at $7-9bn. 274k traders liquidated on move. 60% of top 50 coins now red for 2024. Trump says US should not sell crypto holdings. Bitcoin not as good a hedge as gold: Cramer. Ark buys $18m Coinbase stock in drop. Capula reports $460m BTC ETF holding. Moonpay has highest volume day since April. Ronin bridge saved in 4000ETH white-hat hack. Bitcoin is pretend internet money: Tezos founder.
Aug 06, 2024•36 min•Season 4Ep. 173
Bitcoin hits $50k, liquidations hit $1bn in sell-off. Macro sell-off and end of Yen carry trade blamed. Multiple altcoins hit cycle or all-time lows. Bitcoin dominance rises to cycle-high of 58%. Robinhood halts 24hr trading. Crypto funds saw $528m outflow last week. Justin Sun denies liquidation rumours. Jump Trading continues to liquidate holdings. Ethena founder confirms protocol has ‘zero issues’. Binance launches native KAS mining. Cycle hasn’t even started yet: Cobie.
Aug 05, 2024•52 min•Season 4Ep. 172
BTC ETFs: +51m, ETH ETFs: +$26m. BTC bounces at $62k amid $300m liquidations. BTC volatility hits 2 month high. SOL flips ETH monthly DEX volume. SOL rumour claims insiders own 8%. Coinbase shares rise 2% after strong earnings. Marathon Digital falls 8% after revenue miss. Bybit exits France over regulation. Crypto(.)com surpasses Coinbase volume. Do Kwon will be extradited to South Korea. CVG falls 99% after exploit. JUP votes to reduce 30% team supply.
Aug 02, 2024•42 min•Season 4Ep. 171
BTC ETFs: +0m, ETH ETFs: -$77m. Crypto falls after Fed, Trump speech & Iran threats. Mt. Gox still has $2.1bn BTC after distributions. Lummis introduces bill to buy 1m BTC. Large BTC holders bought $5.4bn in July. Tether makes $1.3bn profit in Q2. DeFi loans hit 2022 levels. Base sees 80% of active Uniswap traders. $900m of altcoin unlocks this month. Elixir launches deUSD as rival to Ethena.
Aug 01, 2024•40 min•Season 4Ep. 170
BTC ETFs: -$18m, ETH ETFs: +$34m. Mt. Gox move another $3bn BTC, prices stable. ETH ETFs see net inflow as Grayscale outflow slows. BTC exchange reserves hit multi-year low. XRP up 7% ahead of potential SEC settlement. UAE banks integrate crypto trading. Bybit integrates USDe with up to 20% yield. California DMV puts 42m car titles on AVAX. BTC mining to be a $20bn industry: Bernstein. Russia legalises various crypto activities. Terra blockchain halted, Astro faces $6.8m exploit. Trump raised $2...
Jul 31, 2024•39 min•Season 4Ep. 169
BTC falls to $66k after government moves $2bn BTC. Transfer most likely just a new custodian. SEC plans to drop charges SOL is a security. SOL ETF not happening in near term: BlackRock. ETFs to hit model portfolios later this year: BlackRock. Grayscale ETH ETF outflows slow marginally. Tron surpasses ETH & SOL for 24hr revenue. Pump(.)fun revenue beats ETH. BTC future tied to the elections: Jeffries. Polymarket hits $1bn betting volume. Polymarket integrates with Substack. Binance Labs annou...
Jul 31, 2024•31 min•Season 4Ep. 168
BTC nears $70k after Trump speech, PoW alts soar. Crypto funds saw $245m inflows last week. Open Interest on BTC hits record $39.4bn. SOL overtakes ETH in several key metrics. Pump(.)fun overtakes ETH for daily revenue. Jito overtakes Lido for fees collected. $1.5bn altcoin unlocks in August, $600m XRP. Compound DAO faces $25m governance attack. JUP vote to reduce supply 30% is this week. JUP vote to reduce supply 30% is this week.
Jul 31, 2024•54 min•Season 4Ep. 167
ETH falls as Grayscale ETF outflows continue. ETH ETFs still see $1bn of daily volume. Liquidations hit $250m in sell-off. ETH Open Interest hits ATH at CME. BTC whales have bought $23bn in July. SOL weekly active addresses hits ATH. Bitstamp to distribute Mt. Gox BTC today. Russia to legalise crypto mining & payments. Lummis set to introduce BTC strategic reserve bill. Harris will not be at Bitcoin Nashville. BTC going to $52m by 2050: VanEck. Hashdex file for mixed BTC & ETH ETF. Coinb...
Jul 25, 2024•46 min•Season 4Ep. 166
BTC: 66.5k (-1%), ETH: 3460 (-2%), SOL: 177 (+1%). Top Gainers: ENA, POPCAT, PEPE, TAO, HNT. BTC ETFs: -$78m, ETH ETFs: +$107m. BTC falls amid ETF outflows & Mt. Gox movements. ETH ETFs see ‘very solid’ first day $107m inflows. Grayscale ETH trust sees $484m outflow. ETH ETF volumes come out at 23% of BTC. Debate about whether strong flows will continue. SOL DEX volume continues to rise above ETH. Harris may also speak at Bitcoin Nashville. Harris could be far more open to Bitcoin: Cuban. BT...
Jul 25, 2024•36 min•Season 4Ep. 165
BTC ETF Flows: +$534m. ETH outperforms slightly as 9 ETFs set to launch. Grayscale moves $1bn ETH to Coinbase for outflows. Biggest BlackRock ETF inflow day in 4 months. Mt Gox moves $2.8bn BTC for distributions. US government moves $4m BTC to Coinbase. Bedford FC buys $4.5m BTC. Hamilton Lane launches private credit fund on SOL. CNBC discusses BTC reserve currency rumour. Polymarket sets another trading record. BlockFi administrator submits plan to repay customers. WLD denies insider trading an...
Jul 23, 2024•36 min•Season 4Ep. 164
Crypto dips then bounces on Biden-Harris switch. SOL again leads, DEX volume eclipses ETH + BNB. Biden news had led to $67m liquidations. Democrats have chance to ‘regain crypto vote’. Mt Gox transfers to Bitstamp expected soon. Crypto sees $3.2bn fund inflows in 3 weeks. China company Boyaa buys $100m BTC. Polymarket saw $80m bets on Biden withdrawal. Polymarket 2024 volumes hit $500m. Elon appearance at Bitcoin Nashville rumoured. Combined SOL, BTC & ETH ETF coming: Geraci. Call skew heads...
Jul 22, 2024•37 min•Season 4Ep. 163
BTC ETF Inflows: +$85m. SOL leads majors ahead of ETH ETF. Rumours Trump may want BTC in strategic reserve. Trump BTC round-table tickets going for $845k. Polymarket hits volume record of $20m. ETH ETFs will get steady capital: Binance CEO. Winklevii donate $1m to try and unseat Warren. Tornado sees $1.9bn volume resurgence. New overlay attacks growing in crypto. Messari co-founder faces backlash on views. Raydium integrates with Moonpay. Tencent leads investment round in Chainbase. ZA Bank part...
Jul 19, 2024•45 min•Season 4Ep. 162
BTC ETF Inflows: +$53m. Crypto remains stable despite macro sell-off. ETH ETF providers undercut each other on fees. Grayscale keeps 2.5% high fee, launches mini-fund. Grayscale launches ‘Decentralised AI Fund’. Dimon may be ‘changing tune’ on Bitcoin. Many alts now bounced 50-90% from lows. Vote implies 55% of Mt. Gox depositors won’t sell. BlockFi to make creditor distributions this month. WazirX exchanges sees $230m suspected breach. Vitalik warns against voting ‘pro-crypto’. Vitalik & Au...
Jul 18, 2024•48 min•Season 4Ep. 161
BTC ETF Inflows: +$423m. Crypto pushes higher, biggest ETF inflow in 6 weeks. Mt. Gox FUD ‘overestimated’ as whales accumulate. Kraken to begin Mt. Gox repayments in 7-14d. ETH spot ETFs will push ETH to $5k: Bitwise. SOL ETF will be next: Bloomberg. XRP up 35% this week ahead of potential settlement. Aethir reports $36m H1 customer revenue. Craig Wright now under threat of perjury & forgery. FTX & CFTC in $12.7bn settlement. WLD up 40% after delaying unlock schedule. Helio announces ins...
Jul 17, 2024•49 min•Season 4Ep. 160
BTC ETF Inflows: +$301m. BTC dips from $65k as $6bn moves from Mt. Gox. Coinbase & MicroStrategy surge with BTC. Genesis sells another $38m BTC. ETH ETF timeline delayed until July 23rd. Trump chooses crypto friendly Vance as VP. Old clip shows Vance bashing Gensler on crypto. Bitcoin is good during debasement: Larry Fink. Michael Dell calls Fink video ‘fascinating’. Fear & Greed index shifts to Greed. Tether mints $1bn USDT on Tron. Stripe expands crypto integration to the EU.
Jul 17, 2024•44 min•Season 4Ep. 159
Trump response optimism takes BTC to $63K. Bitcoin whales accumulate most since April 2023. Trump still set to talk at Bitcoin Nashville. ETH ETF approval this week: Geraci. XRP vs SEC press conference rumoured on 18th. Crypto funds saw $1.44B inflows last week. Rumours China is to ‘unban BTC’ in Q4. S. Korea may delay crypto taxes until 2028. Russia to allow crypto trading on stock exchange. All altcoin categories outperform BTC over 7d. BitConnect infamous promoter convicted. Scroll becomes 8t...
Jul 15, 2024•50 min•Season 4Ep. 158
The German state sells $2bn+ BTC and has under $300m left. BTC ETF sees $800M of inflows, Mr 100 keeps buying. SOL ETF deadline set for 2025, election could be key. SOL stablecoin TVL soars on Tether & PYUSD growth. Firedancer sees the first accepted block on SOL testnet. ETH ETFs finally expected next week. Monthly active crypto addresses top 100m. Trump to speak at Bitcoin Nashville conference. Golman Sachs to launch 3 tokenization projects. Short squeeze in altcoins sees TIA rise 80% from...
Jul 12, 2024•48 min•Season 4Ep. 157
BTC ETF Flows: +$147m. ETH outperforms with ETF optimism. Germany government moves 2375 BTC again. Tether mints another $250m USDT on SOL. Trump to speak at Bitcoin Nashville. Goldman Sachs to launch 3 tokenisation projects. Realised losses similar to COVID period. Staked ETH nears ATH. CEX stablecoin volume hits 7-month low. CFTC says 70-80% of crypto not securities. Base hardfork improves compression 20-30%. BitMEX pleads guilty to AML violation. APTOS & SEI see weak attendance at ETHcc ev...
Jul 11, 2024•48 min•Season 4Ep. 156
BTC ETF Flows: $216m. $654m of inflows into ETFs over 3 days. BTC transaction fees hit 4-year low. German state moves $300m BTC, holdings $1bn. SOL flips ETH for 7d DEX volumes. SOL Firedancer sees first accepted block on testnet. Tether mints another $250m USDT on SOL. Crypto monthly active addresses tops 100m. Biden crypto veto now expected to be upheld. Tech coalition urges Biden to back crypto. People face security threats at ETHCC. DBS sees 300% growth in crypto trading. PYUSD now 7th large...
Jul 10, 2024•56 min•Season 4Ep. 155
BTC ETF Flows: +$295m. ETF inflows fight German selling, BTC unchanged. German government sells $900m BTC, moves more. Rate of sales implies German supply sold this week. ETH ETFs set to launch next week. Election may affect SOL ETF decision March 2025. Raydium beats ETH for 24hr fees. BTC ‘power law’ points to 300% gain by 2025. BTC in 80 day post-halving re-accumulation phase. BlackRock treasury fund hits $500m. Republicans release pro-crypto policy. Senate urges blockchain tests for national ...
Jul 09, 2024•45 min•Season 4Ep. 154
BTC sinks 5% then bounces back to unchanged. $58-60k the main area for ‘shorts to defend’. Crypto funds saw $441m inflows last week. German government transfers 1000 BTC to sell. Crypto sentiment at lowest in over a year. ETH spot premium hits local highs. Japanese firm Metaplanet buys $2.5m BTC. Expect more miners merging: TeraWulf CEO. SOL Firedancer bug bounty goes live. GLM transfers $117m of ETH treasury to exchanges. 98% of coins have topped this cycle: Kang. ETH ETF should come in next 2 ...
Jul 08, 2024•55 min•Season 4Ep. 153
BTC hits $54k, set for worst week in over year. Mt. Gox begins to move BTC & make distributions. German government continues to sell holdings. Worst day for BTC liquidations since FTX. Justin Sun says he is willing to buy German BTC. German MP calls on it to stop selling BTC. $52k super-trend support line eyed for BTC. Funding rates turn extremely negative across majors. Only 6 mining machines profitable below $56k. Coinbase spot buyers emerge to counter drop. Total3 hits RSI lows only hit 4...
Jul 05, 2024•47 min•Season 4Ep. 152
BTC ETF Flows: -$14m. BTC drops to $60k, CME gap filed again. $1bn shorts liquidated if we rally to $62.6k. Pump(.)fun surpasses ETH for revenue. ETH will outperform BTC after ETF launch: K33. ETH ETF may be delayed even further. BTC heading to $150k: Fundstrat. Chainlink & Fidelity partner for fund data on-chain. USDC protects the dollar: Circle ad. Robinhood considers crypto futures in US & EU. Another BTC miner looks to IPO in US. Vitalik bullish on prediction markets. Sentient Labs r...
Jul 03, 2024•58 min•Season 4Ep. 151
