Crypto drops as Middle East tensions flare. $500m liquidations in drop. BTC ETFs see largest outflows in a month. Fidelity ETH ETF sees 2nd highest outflow ever. SUI hits 6-month highs, bridge goes live on mainnet. Hashdex set to launch XRP ETF. Wormhole leads altcoin gains after Upbit lists. BTC miners hit record low profits in September Crypto hackers stole $750m in Q3. Telegram has been disclosing IPs since 2018.
Oct 02, 2024•44 min•Season 4Ep. 210
BTC ETFs see inflows for 8 straight days. SUI enters top 20, $110m of unlocks today. SOL weekly DEX volume flips ETH. Firedancer sees very fast TPS on Testnet. ETH gas up 500% in 2 weeks. EIGEN opens at $7bn FDV. FTX creditors vote in favour of restructuring plan. Dell to sell another $1.2bn Dell stock. Metaplanet buys another 107 BTC.Grayscale opens decentralised AI fund to investors. Robinhood allows crypto transfer in EU. Pollak to head Coinbase Wallet & join exec team. Gemini to close in...
Oct 01, 2024•36 min•Season 4Ep. 209
BTC dominance falls on last day of the quarter. $1.2bn inflows into crypto funds last week. SUI & TAO again take the lead in alts. ETH hits highest fees in 3 months. Correlation between BTC & stocks growing. EigenLayer tokens transferable today, Binance lists. $200m BTC long by Hyperliquid trader dwarfs others. Spot volumes on top exchanges still near yearly lows. Bithumb plans NASDAQ listing. Matrixport set to expand into Europe. Most FTX distributions actually not for months. FTX may r...
Sep 30, 2024•41 min•Season 4Ep. 208
Kamala signals support for crypto. Top memecoins all soar, add $10bn in value in a week. MOODENG hits $180m, does 11x in a week. SUI & SEI continue to lead L1s for price & TVL growth. Revolut & Robinhood are considering stablecoin. Visa launches new tokenisation platform for banks. PayPal to allow business accounts to hold crypto Hamster kombat's HMSTER disappoints on launch. Biden admin may have forced Silvergate’s closure. Court rules crypto mining boxes ‘are securities’.
Sep 27, 2024•44 min•Season 4Ep. 207
BTC nears $65k key resistance level. Kamala makes positive comments about crypto. PayPal allows businesses to hold crypto. Visa allows banks to test RWAs & smart contracts. Cuban wants to be head of SEC. Silvergate claims about ‘Chokepoint 2.0’ grow. Truflation hacked for $5m. Telegram Wallet blocked in UK & US. Court rules crypto mining boxes are securities. Infinex DeFi platform raises $65m. Ethena announces new stablecoin linked to BUIDL.
Sep 26, 2024•47 min•Season 4Ep. 206
SUI leads L1 gains as TVL crosses $1bn. Altcoin market cap close to breaking downtrend. SEI becomes top chain for 1 month TVL growth. ETH ETFs sees 3rd largest inflow ever. SEC delays ETH ETF options decision. SOL took most of ETH outflows over last 3 months. SOLETH continues to be trading at resistance. $8.1bn BTC options to expire this week. BTC heading to $500k-$1m in a year: PlanB. Stablecoin supply hits new ATH. Caroline Ellison sentenced to 2 years in jail. SBF & Diddy in the same jail...
Sep 25, 2024•40 min•Season 4Ep. 205
BTC needs to top $65.2k to put in a higher high. ETH ETFs see biggest outflow since July. ETH outperformance could be start of ‘alt season’. BlackRock gets 12hr BTC withdrawal from Coinbase. cbBTC only wrapped BTC to not show reserves. Telegram to share user data upon legal requests. EIGEN non-transferability to be removed Sep 30th. TIA announces $100m funding round. TIA deal was OTC token sale ‘done months ago’. Polymarket considers token, trying $50m raise. Maybe we will pay off debt with cryp...
Sep 24, 2024•42 min•Season 4Ep. 204
Crypto funds saw $321m inflows last week. Kamala commits to crypto & AI expansion. TAO leads gains in AI hype, does 2x in 2 weeks. SUI TVL breaks $900m. Average Q4 returns for BTC is 88%. BTC Google searches down 75% since 2021. BTC 161 days from halving, when it rallied in 2020. Crypto VCs raised $2.2bn this year, well below 2021.
Sep 23, 2024•53 min•Season 4Ep. 203
SOL leads majors as Breakpoint begins. SOL launches Frankendancer on mainnet. Helio Pay allows Shopify items to sell on X. Franklin Templeton to launch fund on SOL. BTC short term holders fall at fastest rate in 12 years. MicroStrategy upsizes convertible note raise to $1bn. BingX loses $52m in hack. $243m crypto heist exposed by ZachXBT. Supreme Court of India hacked on X, shills scam. SocGen launches Euro stablecoin on SOL. Sky agrees to stop using WBTC. Germany shuts down 47 crypto exchanges....
Sep 20, 2024•48 min•Season 4Ep. 202
Crypto rips higher after Fed cuts 50bps. $22bn shorts would be liquidated by $70.5k. SUI continues to lead L1s, does 2.5x in a month. Trump buys burgers with Bitcoin. Bitcoin is hedge against US debt: BlackRock. Commerzbank to offer BTC & ETH trading. Solana unveils Seeker phone, $70m pre-orders Helius Labs raise $21.75m. WazirX hacker moves $32m ETH to Tornado cash. SEC made up crypto regulation ‘out of thin air’. BitGo to launch stablecoin. Revolut considers creating stablecoin. Ethena fro...
Sep 19, 2024•44 min•Season 4Ep. 201
Bitcoin dominance rises ahead of Fed. May see short-term crash after Fed: Hayes. ETH underperformance may reverse soon: BitWise. Vitalik sings during Token 2049 appearance. SUI & FTM continue to outperform in L1s. BNB to introduce gasless stablecoin transfers. Tether market share hits 75%. Australia launches 3-year CBDC program. Russia to pay China in crypto for war supplies. USDC available for Brazil & Mexico bank transfers. We are one of the biggest users of blockchain: Dimon. Kamala m...
Sep 18, 2024•52 min•Season 4Ep. 200
Crypto majors bounce with stocks & gold after CPI. Kamala odds flip Trump after Presidential debate. SUI, FTM, ICP, TON lead gains in Alt L1s. Grayscale launches XRP trust, SUI to follow. FTX unstakes part of SOL position, large unlocks in Q1. 5 major announcements coming for SOL this month. SOL active addresses hits ATH for any blockchain. ETH dominance falls to 14%, lowest level in 3 years. AI coins strong as Nvidia & chip optimism returns. SWIFT set to build infrastructure for RWA tra...
Sep 13, 2024•42 min•Season 4Ep. 199
Crypto rises with stocks after CPI falls again. Bitfinex BTC longs continue to grow. SUI again leads L1s, up 18%. FTX estate unstakes $24m SOL, still has $943m. Binance introduces SOL liquid staking. SWIFT introduces infrastructure for RWA transfers. Pendle launches Bitcoin yield pools. UK makes crypto legal property. India leads crypto adoption for second year. Vitalik won’t advertise L2s with multi-sig security. Based rollups seen as alternative future for ETH. Blockchain music start up raises...
Sep 12, 2024•45 min•Season 4Ep. 198
Crypto falls slightly after Presidential debate. Exchanges see highest BTC outflow since May. Be wary of Yen move for BTC: Hayes. SOL active addresses hit ATH. At least 5 massive SOL announcements coming: Mert. Binomial to introduce restaking on BNB. Indonesian exchange hacked for $22m. Atomic Wallet wins lawsuit over $100m hack. Lawyers argue Ellison shouldn’t go to jail. ENS integrated with Venmo & PayPal. Galaxy & State Street launch 3 crypto ETFs. Standard Chartered begins UAE crypto...
Sep 11, 2024•40 min•Season 4Ep. 197
BTC rallies, ETF has first inflow in 9 trading days. BTC may have put in first higher low in 6 months. Saylor predicts $13m price for BTC. Wealth advisors quickly adopting BTC: BitWise CEO. Binance among few firms to get Indonesia license. Spot trading on CEXs up 30% in August. SEC made $4.68bn from crypto firms in 2023. $5.6bn lost to scams in 2023. XRP security status may be unchallenged in appeal. EtherFi announces credit card on Scroll. Base has more DEX users than other L2s combined. Tether...
Sep 10, 2024•50 min•Season 4Ep. 196
Top Gainers: FTM, TAO, BTT, AAVE, TON, ATOM. Crypto mini-bounce continues, BTC reclaims $55k. BTC RSI hits lowest level since July 2021. Bitfinex longs continue to grow aggressively. BTC hashrate hits another ATH. BTC could hit $90k on Trump election: Bernstein. BlackRock settles intraday BTC trades off-chain. Spot BTC ETFs have been a failure: Bianco. Power giant Tepco explores Bitcoin mining. ETH Foundation & Vitalik continue to sell ETH. Farcaster DAU’s down 95%.
Sep 10, 2024•53 min•Season 4Ep. 195
Crypto weak after continued ETF outflows. Durov breaks silence, TON bounces 3%. Telegram will start moderating private chats. Hayes & Brandt flip bearish on BTC. Coinbase shares hit 7 month lows. 90% of crypto firm applications rejected in UK. Japan’s 3 largest banks to trial stablecoins. Trump promises again to embrace crypto. INJ launches BlackRock BUIDL index. DWF to launch synthetic stablecoin. Vitalik to donate all L2 tokens to charity. Most VCs in crypto ‘will disappear’.
Sep 07, 2024•51 min•Season 4Ep. 196
Crypto falls on macro wobble, Yen fears. OI wiped in BTC drop to $56k, funding negative. Altcoins down 13% YTD, stablecoin supply up 30%. BTC mining profitability at record low: JP Morgan. FBI says North Korea targeting BTC ETF issuers. Trump family to launch DeFi project on ETH. Trump project linked to AVAX’s Dough Finance. Trump family members hacked during launch. AI coins underperform after Nvidia investigation. MATIC upgrade to POL begins. TON falls as Telegram faces issues in many countrie...
Sep 04, 2024•45 min•Season 4Ep. 193
OI continues to rise as BTC stabilises. BTC still best performing assets class this year. FTX to distribute $16bn to creditors starting in Q4. Qatar introduces regulatory framework for crypto. ETH L1s fees down 90%, L2 activity ATH. Base hits 14m monthly users, many may be Sybil. ETH is in death spiral: Krueger. SOL to see significant unlocks in Q1. Japan considers dropping crypto tax to 20%. Rate cuts won’t help BTC: Hayes. BTC should double after rate cuts: Tapiero. Mr 100 linked back to Upbit...
Sep 03, 2024•54 min•Season 4Ep. 192
BTC weekly volatility returns to multi-year lows. BlackRock BTC ETF sees first outflow in months. ETH dominance hits 4-year low. Vitalik linked wallet sells $2m ETH. Bukele talks up BTC impact in Time interview. CBoE files for ETH & BTC ETF options. Elon & Tesla win DOGE manipulation lawsuit. Macron denies inviting Durov to France. Trump promises to make US the ‘crypto capital’. Trump advertises Liberty Financial DeFi project. DeFi mindshare continues to grow.
Aug 30, 2024•53 min•Season 4Ep. 191
BTC: 59.7k (0%), ETH: 2545 (0%), SOL: 146 (-1%). Top Gainers: HNT, IMX, ICP, ADA, KCS. BTC ETFs: -$105m, ETH ETFs: +$6m. Bitcoin in tight liquidation range, ETH outperforms. ETH ETF sees first in flow in 10 days. Funding rates all turn negative. Mr 100 buys 500 BTC in dip. France formally charges Durov, can’t leave country. TON jumps 6% after Durov release. TON faces another outage related to DOGS. AI coins fall after Nvidia earnings. Crypto payments about to soar: Armstrong. Binance denies free...
Aug 29, 2024•44 min•Season 4Ep. 190
BTC hits $58k after ETF outflows, then bounces. BTC sees largest exchange outflow in a year. Divergence between BTC & stocks grows. TON stops producing blocks briefly, price bounces. TON outage linked to DOGS launch. Maker DAO rebrands as Sky. USDS upgrade from DAI will have freezing function. Robinhood readds SOL support. SEC charges 2 brothers with $60m crypto scam. Nasdaq pitches options on BTC ETFs. Full-time open source devs under 8k in crypto. Crypto owners more likely to be ‘psychopat...
Aug 28, 2024•48 min•Season 4Ep. 189
BlackRock ETF sees biggest inflow in 35 days. BTC ETFs have 12 straight days of inflows. ETH ETFs have 8 straight days of outflows. ETH/BTC ratio continues to hit new lows. Russia to start using crypto for trade this week. Stablecoin TVL hits ATH of $168bn. Durov faces several serious charges in France. Telegram also under investigation in India. TRX flips TON, enters top 10 crypto coins. Crypto is the currency of AI: Naval. 84k new crypto millionaires created this year. SEC lawsuit against Krak...
Aug 27, 2024•47 min•Season 4Ep. 188
AI tokens lead ahead of Nvidia earnings. Crypto funds saw $533m inflows last week. BTC ‘bull market’ back on in IFP index. BTC close to ‘parabolic zone’ soon. Many coins ‘flipping back to bullish’ indicators. Open Interest begins to creep back up again. Binance Labs to focus on AI investments. 51 L2s now built on OP stack alone. Some exchanges rejected for Hong Kong license. Vitalik questions DeFi yields in crypto. New malware steals crypto on MacOS. Avalanche Discord hacked after Polygon....
Aug 26, 2024•34 min•Season 4Ep. 187
BTC ETFs: +$65m, ETH ETFs: -$1m. Crypto stays range-bound ahead of Powell speech. Russia plans stablecoins of BRICS countries. El Salvador buys 162 BTC with daily buys. AVAX up 15% as Grayscale launches trust. Tron removes 12k BTC from USDD reserves. Trump promotes crypto DeFi project. Crypto half of corporate political donations. Tether abandons plan to launch its own blockchain. Sony backed L2 set to launch in weeks. Babylon launches BTC staking. CZ leaves prison for ‘halfway house’. PayPal &a...
Aug 23, 2024•45 min•Season 4Ep. 186
BTC ETFs: +$40m, ETH ETFs: -$18m. BTC breaks channel, ripe for ‘short squeeze’. BTC OI rises $1.3bn post Fed minutes. Kamala ‘supports crypto policies’ says advisor. Vitalik ‘bull posts’ ETH. Story Protocol raises $80m for L1. WazirX halts open orders after problems with Rupee. Coinbase & Ripple lead political donations. Salame claims government reneged on plea deal. EigenLayer team claimed coins despite being in US.
Aug 23, 2024•56 min•Season 4Ep. 185
BTC ETFs: +$88m, ETH ETFs: -$7m. BTC funding negative in ‘short squeeze’ setup. BTC dominance up 18% in 2 years. TRX leads L1s as memecoin activity soars. Chance of SOL ETF is zero in 2024: Bloomberg. Another SOL ETF approved in Brazil. Binance & CZ face new class action lawsuit. Tether to launch UAE-Dirham stablecoin. Mt Gox moves $700m in BTC. CRV founder faces backlash on DAO proposal.
Aug 21, 2024•56 min•Season 4Ep. 184
Crypto follows stocks higher, BTC rallies to $61k. SOL funds saw largest weekly outflow ever. Tether mints another $1bn on Tron. SEC blocked SOL ETF from CBoE. China classifies crypto for money laundering. DNC platform doesn’t mention crypto. Rumours Gensler may be Treasury Secretary pick. Chrome extension ‘Bull Checker’ leads to exploits. Genesis-linked wallet hacked for $238m. ADA drops out of the top 10 coins.
Aug 20, 2024•1 hr 52 min•Season 4Ep. 183
Crypto falls as soon as US stock futures open higher. Crypto funds saw $30m inflows last week. Stablecoin market cap nears ATH. US may increase crypto reporting standards. Justin Sun hints at lift to China crypto ban. Tether to launch USDT on Aptos. MATIC to POL migration on September 4th. TON leads L1s on continued gaming strength.
Aug 20, 2024•55 min•Season 4Ep. 182
BTC ETFs: +$11m, ETH ETFs: -$40m. BTC hits $56k then rebounds, $176m liquidated. Schumer says crypto policy can pass this year. Tether mints another $250m on SOL. Bernstein moves several BTC miners to ‘Outperform’. Miners raised $2.2bn in Q2 to help cash crunch. EigenLayer TVL falls $351m after airdrop controversy. ARB announces staking. S. Korea pension fund buys $34m of MicroStrategy. Coinbase allows gold & oil futures trading.
Aug 17, 2024•43 min•Season 4Ep. 181