Collective Shift

Join Matt and Simon as they discuss the state of the crypto market, highlighting Bitcoin's recent surge towards all-time highs and the overall bullish sentiment. They also delve into the implications of stablecoin regulation, altcoin updates, and more.Key Takeaways Bitcoin (BTC) has rallied towards all-time highs amid easing macro uncertainty. This week, BTC posted a record weekly and daily close.Altcoins are generally rising in dollar terms, but some are outperforming others significantly.Stablecoin regulation in the U.S. is looking more likely to happen after a milestone was achieved earlier this week.Timestamps:00:00 Intro01:18 US Economy and Fiscal Issues10:02 Stablecoin and Crypto Tools22:03 Pump Fund and Meme Coins 26:10 Future of Bitcoin

Join Matt and Simon as they discuss the state of the crypto market, Bitcoin's latest price action, and which altcoins are outperforming. They also cover stablecoin adoption by major payment networks, FIFA launching its own blockchain, altcoin updates, and more.Key Takeaways Bitcoin (BTC) has increased for four consecutive weeks and is holding above a key long-term support level, increasing its likelihood of breaking higher in the coming weeks. Meanwhile, BTC dominance hit another four-year high of 64.9% during the week.Altcoins such as Solana (SOL), Sui (SUI) and Hyperliquid (HYPE) continue to break away from the rest of the market. Should BTC climb higher in the near term, these altcoins are best positioned to keep outperforming, in our opinion, as opposed to altcoins that lagged in recent times.The main macro event this week is the U.S. Federal Reserve's monetary policy update. While interest rates are widely expected to remain steady, investors will closely monitor Fed Chair Jerome Powell's conference for any indications that the Fed's stance is changing.Stablecoin adoption continues to accelerate following a partnership between Visa and Bridge, a stablecoin infrastructure provider recently acquired by Stripe. The announcement came days after Mastercard announced its latest push into stablecoins.Altcoin updates discussed in this episode include Ethereum's ‘Pectra' upgrade happening this week—its first major upgrade in over a year—and Hyperliquid adding HYPE staking tiers.Timestamps:00:00 Bitcoin's Resilience and Market Dynamics03:12 Federal Reserve's Impact on Crypto Markets06:06 Stablecoin Adoption and Major Partnerships09:06 Apple's App Store Changes and Crypto Opportunities12:08 Sui's Basecamp Conference Insights14:49 Ethereum's Upcoming Upgrade and Market Sentiment17:52 FIFA's Blockchain Shift and Industry Trends21:01 Overrated and Underrated in Crypto

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Join Matt and Simon as they discuss the recent gains in the crypto market, highlighting Bitcoin's rise to a nine-week high and the performance of various sectors, including AI and memecoins.Key TakeawaysBitcoin rebounded to $95,500, its highest level since February, and the overall crypto market cap returned to above $3T for the first time since early March.U.S. spot Bitcoin ETFs recorded their biggest week of net inflows in five months, and the second-highest of all time.Mastercard is expanding support for stablecoin payments, working with Circle, Nuvei and Paxos to enable direct merchant settlement. This will allow over 150M merchants across the Mastercard network will now have the option to receive payments in stablecoins, regardless of how a customer pays.Arizona lawmakers passed a bill allowing the state treasurer and retirement system to invest up to 10% of available funds in digital assets, specifically bitcoin, sending it to the governor's desk for approval. If approved, the state would be the first in the U.S. to require public funds to invest in Bitcoin.Token2049 Dubai, one of the largest crypto conferences globally, kicks off this week. Expect many announcements and altcoin updates.Timestamps:00:00 Intro & Crypto Market Overview03:57 Economic Indicators & Their Impact on Crypto08:02 Bitcoin Demand & Institutional Strategies11:56 Mastercard's Stablecoin Expansion15:47 Arizona Bitcoin Reserve Bill19:56 Altcoin Updates & Market Reactions24:00 Regulatory Changes & Future Outlook

Matt and Simon discuss the crypto rally and whether it can be sustained. In doing so, they touch on the tariff war and various macro factors they are monitoring to help them with their investment decisions.Key TakeawaysThe crypto market continued climbing last week, with varied performance across major altcoins such as ETH (-3%) and SOL (+7%).Gold hit fresh record highs for the 55th time in the past year, while the U.S. dollar weakened to a three-year low.Short term, news surrounding tariff negotiations will likely keep to drive markets and investor sentiment.Ethereum creator Vitalik Buterin proposed a major upgrade that would “greatly improve the efficiency of the Ethereum execution layer.”Activity on Solana has rebounded along with SOL's price, with real economic value (REV) hitting its highest level since February 21.

Join Matt and Simon as they discuss how Bitcoin and crypto markets are reacting to U.S. President Donald Trump's latest tariff announcements. They also cover the continued growth in demand for Bitcoin by companies looking to diversify their reserve assets, a key hire for the Solana ecosystem, and more.Key takeaways:On April 2, U.S. President Donald Trump announced tariffs that were bigger and more far-reaching than expected. In response, the crypto market sold off heavily along with other risk assets.Bitcoin dominance rose to four-year highs of 64% amid this heightened market volatility.In terms of what happens next, expect to gain valuable insight from monitoring the language of Trump and key cabinet members, such as U.S. Treasury Secretary Scott Bessent.Similarly, it will be important to monitor the U.S. and China—the world's two largest economies—for any indication of their willingness to negotiate. Given that both leaders adopt strong leadership styles, it may be a number of weeks or months before meaningful negotiation discussions start.Elsewhere, GameStop raised nearly $1.5 billion to invest in Bitcoin as a reserve asset. If it were to fully deploy this amount today, GameStop would be the world's fourth-largest publicly traded corporate holder of Bitcoin.

Join Matt and Simon as they discuss the current state of the crypto market, focusing on the impact of upcoming tariff announcements on April 2 and the evolving landscape of stablecoins.Key Takeaways:The crypto market finished the week lower as investors continued to de-risk in anticipation of April 2, when U.S. President Donald Trump will announce a slew of tariff updates.ETH had its second-worst Q1 on record (-45.5%), while BTC fell by 12%.Fidelity, one of the world's largest asset managers, is reportedly in advanced stages of developing its own stablecoin. It follows recent reports that the asset manager is preparing to launch an onchain product for its U.S. dollar money market fund.The U.S. state of Wyoming is aiming to launch its long-planned stablecoin by July, Governor Mark Gordon said last week. It comes as various financial institutions and fintech companies are reportedly planning to enter the stablecoin market. Ultimately, greater stablecoin adoption can drive increased onchain activity.Timestamps:00:00 Intro00:55 Market Update & Q1 Performance02:45 Macro Uncertainty & De-Risking04:53 How Much Worse Can It Get?07:15 Tariff Announcements on April 211:25 GameStop Buying Bitcoin15:10 Strategy Buys More Bitcoin16:27 Stablecoin Adoption (Wyoming Government, Fidelity)22:29 No Notable Altcoin Updates23:32 What's Ahead24:10 Less Barriers For Banks To Expand Into Crypto25:22 Tornado Cash27:00 Outro

Join Matt and Simon as they discuss the crypto market's rebound after multiple weeks of declines, driven by optimism surrounding potential changes in tariffs by U.S. President Donald Trump. They also cover continued growth in real-world assets, altcoin updates, and more.Key Takeaways:Crypto prices rebounded as investors became more hopeful after an update from the Federal Reserve and comments from U.S. President Donald Trump suggested that tariff announcements on April 2 could be softer than thought.Expect heightened volatility in the next week as investors react to any changes in expectations about tariffs.Fidelity, one of the world's largest asset managers, looks set to launch an onchain product for its U.S. dollar money market fund. The product will go live on Ethereum mainnet and may expand to additional blockchains. It comes as the total value of real-world assets (RWAs) continues to break all-time highs, surpassing $19B last week, as per RWA.xyz.Timestamps:00:00 Intro01:24 Tariff & Market Impact04:18 Federal Reserve Updates07:49 Ethereum & Real Assets19:34 Token Buybacks & Volatility

Join Matt and Simon as they discuss the state of the crypto market, highlighting a quiet week on the news front. They analyse the implications of the upcoming Federal Reserve announcement, the potential for the U.S. government to accumulate more Bitcoin, Strategy's new plan to add to its Bitcoin holdings, and more.Key Takeaways While prices rebounded last week, the crypto market is essentially in a holding pattern until further updates about tariffs, especially on April 2. To a lesser extent, the market is also awaiting the Fed's next policy update on March 19.U.S. Senator Cynthia Lummis reintroduced The Bitcoin Act last week. The bill would direct the government to purchase 1 million BTC over five years.Strategy, formerly MicroStrategy, announced a $21B stock offering to expand its BTC holdings. This is in addition to the company's previously announced ‘21/21 plan', which targets a total capital raise of $42B specifically for buying more BTC.Timestamps:00:00 Market Overview & Current Sentiment03:14 Federal Reserve & Economic Indicators05:45 Bitcoin Act & Government Involvement08:56 Strategy's Plan For Buying More Bitcoin12:07 Altcoin Market Trends14:47 Upcoming Events & Market Predictions

Join Matt and Simon as they discuss the state of the crypto market, focusing on the significant price declines of Bitcoin and altcoins amid macro uncertainty. They analyse the impact of Trump's economic policies, the recent White House Crypto Summit, and more.Key Takeaways:Crypto prices sold off as macro uncertainty continued to trouble investors. Tariffs continue to be a major source of this uncertainty.U.S. President Donald Trump continues to appear unphased be the stock market sell-off and the potential for the U.S. economy to enter a recession. The White House's focus on crypto regulation is crucial for market stability.The recent White House Crypto Summit did not meet the market's lofty expectations. This was partially because Trump signed an executive order hours beforehand establishing a strategic Bitcoin reserve with the government's existing holdings.While the government may accumulate additional BTC without affecting taxpayers, this is unlikely to happen any time soon.Investors should be cautious about automatically buying the dip without understanding market conditions.Timestamps:00:00 Market Overview: Current State of Stocks & Crypto02:56 Understanding Market Sentiment & Price Action06:08 Global Macro Pressures Impacting Markets08:59 Trump's Economic Policies & Their Effects12:03 White House Crypto Summit: Expectations vs Reality15:11 The Strategic Bitcoin Reserve: Implications for the Market18:12 Buybacks & Tokenomics Updates20:49 Looking Ahead: Upcoming Economic Indicators24:02 Overrated vs Underrated: Market Strategies & Mindsets

Join Matt and Simon as they discuss the recent volatility in the crypto market, driven by a series of events including Trump's announcement of a strategic crypto reserve. They analyse the market's reaction to this news, the impact of macro factors, and the ongoing regulatory changes that may shape the future of crypto. The conversation also touches on the importance of Solana futures likely becoming tradeable on the CME.Key Takeaways The crypto market experienced one of its most volatile weeks on record amid heightened uncertainty in the macro economy.U.S. President Donald Trump said that Bitcoin (BTC), Ethereum (ETH), XRP (XRP), Solana (SOL) and Cardano (ADA).The SEC's Crypto Task Force will host a series of roundtable discussions on key crypto regulatory topics. The first roundtable will be on March 21 and live-streamed to the public.BlackRock is adding a 1–2% allocation to its spot Bitcoin ETF in its target allocation portfolios that allow for alternative assets. The more avenues for passive accumulation of BTC, the better.The SEC continues to close investigations into and lawsuits against several crypto companies, with Consensys, Kraken and Yuga Labs among the most recent.CME Group said it plans to roll out futures contracts on Solana (SOL) on March 17, pending regulatory review.Timestamps:00:00 Market Volatility and Recent Trends 09:53 Market Reactions and Economic Factors 21:05 Adoption and Future of Solana 26:43 Bitcoin Adoption Trends

Join Matt and Simon as they discuss the state of the crypto market, highlighting the significant price declines, the impact of macro factors, and the recent major hack affecting a leading exchange. They also delve into regulatory developments in the U.S. and the dynamics of the altcoin market, providing insights and strategies for investors navigating this turbulent environment.Key Takeaways The crypto market has experienced painful weeks with significant price declines.Bitcoin dominance is increasing even as its price falls, indicating a shift in investor sentiment.Gold and traditional stocks are performing well, contrasting with the struggles in the crypto market.Macroeconomic factors, including Federal Reserve policies, are influencing crypto prices.The recent $1.4B hack on Bybit highlights the importance of security and self-custody in crypto.Regulatory changes in the U.S. are moving towards a more favourable stance for crypto.The altcoin market is heavily dependent on Bitcoin's price movements.Investors should conduct thorough research on projects to understand their vulnerabilities.The recent developments in the SEC's investigations signal a potential shift in regulatory approach.Market uncertainty remains high, and investors should be prepared for further volatility.Timestamps:00:00 Market Overview and Current Trends06:00 Impact of Macroeconomic Factors12:08 Major Hacks and Security Concerns18:04 Regulatory Developments in the US23:48 Altcoin Market Dynamics and Future Outlook

Join Matt and Simon as they discuss the current state of the crypto market, focusing on Bitcoin, Solana, and altcoins. They analyse market sentiment, the impact of institutional investment, and the rise of tokenisation.Key Takeaways Bitcoin (BTC) slightly declined in price as dominance remained at nearly four-year highs above 60%.Solana (SOL) has had a rough few weeks, with sentiment turning sour and price falling. This is partially due to multiple high-profile token launches extracting several millions of dollars from the community. The most recent of these launches was tied to Argentine President Javier Milei.Other altcoins discussed in this episode include Ondo Finance (ONDO), Uniswap (UNI), Lido (LDO) and more.

Join Matt and Simon as they discuss the latest tariff updates from U.S. President Donald Trump; continued Bitcoin accumulation by Strategy (formerly MicroStrategy) and others; which altcoins will be next to get a spot ETF in the U.S.; key information about the FTX creditor payouts; and more.Key Takeaways Cryptocurrency prices slid lower as tariff-related uncertainty continued to weigh on global markets and crypto investors.MicroStrategy rebranded to Strategy and continued its aggressive accumulation of Bitcoin (BTC). The company now holds now holds 478,740 BTC, or 2.28% of the total supply.Litecoin (LTC) is the most likely cryptocurrency to get a spot ETF in the U.S. in 2025, according to revised predictions from two Bloomberg analysts.Altcoin updates include Bittensor's dTAO upgrade, Arweave's mainnet release of AO, and Berachain going live.Timestamps:00:00 Market Update: Crypto's Response to Tariffs03:01 MicroStrategy's Rebranding and Bitcoin Accumulation07:58 Trump Administration's Crypto Press Conference11:27 The Future of Altcoin ETFs14:43 Altcoin Updates: BitTensor and Arweave20:28 Rapid Fire: FTX Liquidation and Super Bowl Ads

Join Matt and Simon as they break down the crypto crash that shook markets after U.S. President Donald Trump announced tariffs on Mexico, Canada and China. They share possible scenarios that may unfold from here, major altcoin news, and more.Key Takeaways U.S. President Donald Trump announced 25% tariffs on Canada and Mexico and 10% tariffs on China. The nature of the announcement took the market by surprise, causing a sell-off across all risk assets, including cryptocurrencies, with altcoins hit particularly hard.Yesterday, Trump agreed to pause tariffs on Canada and Mexico for at least 30 days after constructive conversations, sparking a market correction.Crypto investors should brace for heightened volatility in the short term, as Trump's unpredictable tariff policy will likely keep dominating the headlines. This is especially relevant for altcoins, which unsurprisingly sold off more heavily than BTC in the last week.Altcoins discussed in this episode include Uniswap (UNI), Raydium (RAY), Sui (SUI) and more.Timestamps:00:00 Market Turmoil: The Impact of Trump's Tariffs08:13 Navigating Uncertainty: Strategies for Crypto Investors14:51 Ethereum's Future: Upgrades and Market Position19:58 Emerging Competitors: Solana and Radium's Rise23:42 Upcoming Press Conference: The Future of Crypto in the US

Matt breaks down why the pro-crypto order signed by U.S. President Donald Trump is such big news and how the DeepSeek AI news is shaping the crypto market. He also covers MicroStrategy's latest Bitcoin buy, significant altcoin news, and more.Key Takeaways Bitcoin (BTC) held above $100,000 despite a significant sell-off in stock markets, particularly in the tech sector. We still expect prices to climb a lot higher this year, partially due to the arrival of the first pro-crypto administration in the U.S.U.S. President Donald Trump's first week in office was widely celebrated in the crypto space. It eliminated any uncertainty surrounding whether Trump would deliver on his pro-crypto campaign promises.MicroStrategy purchased another 10,107 BTC for $1.1B between January 21 and 26, bringing its holdings to 471,107 BTC. The company is expected to continue accumulating for the foreseeable future.

We believe Bitcoin (BTC) and the overall crypto market are primed to continue climbing throughout 2025, partially due to the arrival of the first pro-crypto administration in the U.S.U.S. President Donald Trump's first week in office was widely celebrated in the crypto space. It eliminated any uncertainty surrounding whether Trump would deliver on his pro-crypto campaign promises.BTC dominance has returned to 59% after having slid to 56% at the start of this month. While we still believe the fabled ‘alt season' will arrive, we do not expect the upside to be as extreme as prior bull markets.For our 2025 outlook, watch the video recording from 38:00. For more, scroll through our content feed for our individual 2025 outlooks on the Member Platform.Timestamps:00:00 Intro and disclaimer04:55 Market overview42:45 Topic in focus1:04:00 Live Q&A

Matt breaks down the inauguration of U.S. President Donald Trump and what it meant for the crypto market. With Trump expected to continue delivering on his pro-crypto promises over the coming days, Matt also shares his short-term outlook for Bitcoin and the crypto market.Key Takeaways Bitcoin (BTC) hit an all-time high above $109,000 prior to Inauguration Day. On the day, Trump failed to mention crypto in any of his speeches. Of the executive orders he signed, none were related to crypto, likely contributing to a slight sell-off.We remain optimistic that Trump will sign multiple crypto executive orders this week. Should this not eventuate, we'd still expect these to come in Trump's first 100 days in office—as opposed to not at all.Trump launched a memecoin days before being inaugurated, as did First Lady Melania Trump. Both were launched on Solana and attracted several billion in volume.

Matt breaks down the recent decline in the crypto market, whether the U.S. government will sell its large stash of Bitcoin and MicroStrategy's continued buying of Bitcoin. He also explains what crypto investors can expect in relation to U.S. President-elect Donald Trump's upcoming inauguration.Key Takeaways Crypto prices fell as the market adjusted to the growing likelihood that the U.S. will announce fewer rate cuts in 2025 than initially anticipated. We still expect prices to climb much higher this year.The market feared the U.S. government was going to sell a large amount of BTC last week. At the time of writing, this BTC has not been moved.U.S. President-elect Donald Trump will be inaugurated early next week. The crypto market will be closely monitoring any crypto-related announcements from Trump and his team. For what it's worth, The Washington Post reported this week that Trump is expected to issue executive orders related to crypto policies on his first day in office.XRP (XRP) and Sui (SUI) have been notable outperformers amid this latest market sell-off.

Join Matt and Nick as they review the year that was for crypto. They discuss the standout blockchains, highlights such as the U.S. election and the rise of Polymarket, as well as the biggest wins and losses in the market. The conversation also covers valuable lessons learned, unexpected events, and the most impactful crypto apps of the year. They close by sharing which projects they believe are in for an exciting 12 months.Key Takeaways Solana and Base emerged as leading blockchains in 2024.Highlights from the year included the U.S. election outcome and BlackRock's continued expansion into crypto.Our biggest winners of 2024 were Solana and patient investors who survived Q2 and Q3, a period in which many sold prematurely.Our biggest losers of 2024 were crypto gaming and Maker's botched rebrand.Memecoins experienced unprecedented growth in 2024., hitting an all-time high as a sector. ai16z (AI16Z) and Uniswap (UNI) are two projects that look poised for a big 2025

Join Matt and Nick as they discuss the recent crypto market dip, the impact of the U.S. central bank's latest policy update, MicroStrategy buying more Bitcoin, various altcoin updates, and more.Key Takeaways Large entities (e.g. MicroStrategy, Marathon, Hub 8) continue to accumulate Bitcoin (BTC). Expect this source of buy-side demand to continue for the foreseeable future.Speculation is mounting over which altcoin will be next to get a spot ETF approval in the U.S. While smaller ETF issuers will keep applying for various altcoin ETFs, it's hard to get too excited without BlackRock doing the same.This week's altcoin news featured Avalanche (AVAX), Pengu (PENGU), Uniswap (UNI), Hyperliquid (HYPE) and others.Timestamps:00:00 Intro & market update02:55 Crypto investment product flows04:30 More BTC demand side buying07:30 FTX distributions09:20 German bank building an L212:00 Will we see a wave of ETFs next year?15:10 Altcoins news (AVAX, ENS, UNI & PENGU)22:05 Altcoins news (Alternative L1s & Open Sea)30:00 Over & under-appreciated

Join Matt and Nick as they discuss Bitcoin at fresh all-time highs, Electric Capital's annual developer report and AMP buying Bitcoin. They also discuss various altcoin updates from NEAR Protocol (NEAR), Avalanche (AVAX) and others.Key Takeaways Bitcoin (BTC) hit an all-time high, partially due to continued buying from MicroStrategy, which officially entered the heavily traded Nasdaq 100 index.AMP invested $27M AUD worth of BTC, making it the first major superannuation fund to buy into an asset class that has previously been shunned by big fund managers.Electric Capital's annual developer report showed strong growth in Solana's developer ecosystem, while the number of developers fell by 7% compared to a year ago.The past week featured various altcoins updates, including projects such as Ethena (ENA), Jupiter (JUP), Ethena (ENA) and Avalanche (AVAX).Timestamps:00:00 Intro & market update03:15 ETH ETFs show sign of life04:35 Bitcoin treasury votes and strategic reserves06:00 2024 Electric Capital Developer Report11:25 Should crypto be concerned over quantum computing breakthroughs16:30 MicroStrategy enters Nasdaq 10018:45 AMP becomes first Aussie super fund to invest in crypto21:20 Trump-associated World Liberty Financial buys ETH tokens24:00 Altcoin news (Pump.Fun, Near, Jupiter, Avalanche, Ethena)31:40 What to look forward to this week32:50 Over & under-appreciated

Join Matt and Nick as they discuss Bitcoin's historic rise above $100,000 and the potential for a strategic Bitcoin reserve in the U.S. They also touch on the resurgence of older cryptocurrencies, President-elect Donald Trump's latest pro-crypto appointments, and more.Key Takeaways Bitcoin (BTC) surpassed $100,000 for the first time, a significant milestone for the leading cryptocurrency.Older cryptocurrencies, or 'dino coins', are seeing renewed interest.Whether the U.S. government establishes a strategic BTC reserve remains the most important variable affecting the rest of this bull market.President-elect Donald Trump continued to make pro-crypto appointments last week by way of Paul Atkins and David Sachs. Atkins will be chair of the SEC and Sachs will be the White House A.I. & Crypto Czar.

Join Matt and Nick as they discuss the recent fluctuations in the crypto market, focusing on Bitcoin's near approach to $100,000 and the significant rally in altcoins, particularly XRP. They also explore Ethereum's ETF developments, MicroStrategy's continued Bitcoin accumulation, and more.Key Takeaways Bitcoin (BTC) failed to surpass $100,000 despite MicroStrategy and Marathon buying more than $2B worth of BTC in recent days.When measured against BTC, altcoins had one of their strongest weeks of the year. The standout performer was XRP, which nearly doubled in value over the past week.The market is every chance to consolidate for at least a few weeks after such an aggressive rally. However, we still believe the market is poised for higher highs in 2025.Hyperliquid (HYPE) executed the largest airdrop to date. At one stage, the median average of the HYPE airdrop was worth $30,000 USD.

Join Matt and Nick as they discuss Bitcoin hitting fresh all-time highs of nearly $100,000, MicroStrategy buying more BTC, options for Bitcoin ETFs, Aus Crypto Con 2024, Gary Gensler stepping down as SEC chair, spot Solana ETF news, and more.Key Takeaways Bitcoin continued to climb, surpassing $99,000 for the first time before retracing to the early $90,000s.MicroStrategy made its largest BTC purchase to date, adding $5.4B worth throughout mid-November. It now holds 386,700 BTC and plans to keep accumulating.SEC Chair Gary Gensler said he would step down on January 20. This was widely celebrated by the industry, given Gensler's hostility toward crypto in recent years.The launch of Bitcoin ETF options in the U.S. was met with unprecedented interest and volume.Market sentiment is showing some signs of euphoria, reminiscent of previous bull runs, with crypto apps surging up the App Store rankings.

Join Matt and Nick as they discuss Bitcoin hitting fresh all-time highs, Ethereum Devcon 2024, the Republicans winning both houses, Trump's plan for a Bitcoin reserve, and more.Key Takeaways Bitcoin continued to hit fresh all-time highs last week, surpassing $90,000 for the first time.Ethereum's Devcon showcased important developments for the blockchain's future. Meanwhile, ETH continued to underperform.The Republicans officially completed a ‘red sweep', taking control of both the U.S. Senate and House of Representatives. Ultimately, this should make it somewhat easier for crypto-friendly laws to pass.Among the other altcoin updates covered: ENS announcing an Ethereum L2 and Maple launching its SYRUP token.

Join Matt and Nick as they discuss how Donald Trump's victory in the U.S. election impacts the outlook for Bitcoin (BTC) and the crypto market more broadly.Key Takeaways Bitcoin (BTC) hit an all-time high above $80,000 after Donald Trump convincingly won the U.S. election, an ideal outcome for the crypto market.If the Republicans take out the majority in the House of Representatives, a ‘red sweep' will be official and markets may climb even higher.The election result has many potential implications for crypto. Among the notable ones are the potential BTC strategic reserve and the probable change in the chair of the U.S. Securities and Exchange Commission (SEC).

Join Nick and Simon as they preview the election in the final hours before voting, discuss Bitcoin's strength challenging news highs and the impact of more MicroStrategy buying.Key Takeaways Bitcoin fails to break through to a new all-time high.Bitcoin is showing strength with ETF flows, open interest and dominance all approaching highs.Solana continues to stand up as Ethereum struggles.

Join Matt and Nick as they break down payments giant Stripe's acquisition of Bridge, a stablecoin company. They also talk about Goatseus Maximum (GOAT), Truth Terminal, certain Solana metrics hitting all-time highs, and more.Key Takeaways The crypto market slid last week as all eyes remain on the U.S. presidential election. Solana (SOL) was one of the few exceptions to record a weekly gain. Stripe's acquisition of stablecoin company Bridge will be looked back on as one of the highlights of 2024. Not only does it help legitimise the crypto industry, it should help accelerate stablecoin growth.Kraken announced Ink, an Ethereum L2 built on Optimism's OP Stack. It is expected to go live in early 2025.Among the other altcoin updates covered: growth in Solana's metrics and Maker's disappointing rebrand.

Join Matt and Nick as they discuss Bitcoin's recent surge and Stripe's alleged $1.1B  acquisition of stablecoin company Bridge. They also cover a16z's annual report on the state of crypto, the disappointing launch of World Liberty Financial (WLFI), and more.Key Takeaways Bitcoin (BTC) hit a three-month high of $69,400 and BTC dominance climbed to its highest level since March 2021 of 58.5%. This latest rally comes as several other traditional assets are posting all-time highs.Payments giant Stripe reportedly acquired stablecoin company Bridge in a $1.1B deal. If true, the acquisition would be the largest in the crypto industry's history and should fuel further stablecoin growth.a16z crypto published its annual report on the state of crypto, highlighting stablecoin adoption, rising levels of onchain activity, and more.Among the altcoin updates covered: Arbitrum lost its long-held lead as the top Ethereum L2 by total value locked (TVL) and World Liberty Financial's WLFI token sale disappoints despite its affiliation with Donald Trump and his three sons.

Join Nick and Simon as they cover Trump-linked World Liberty Financial's massive token sale, Uniswap dropping its Ethereum L2, Unichain, memecoin promoter Murad Mahmudov getting doxxed after his viral ‘memecoin supercycle' presentation and a new crypto game attracts attention from web2 gamers.Key Takeaways Donald Trump's affiliated cryptocurrency, World Liberty Financial (WLFI), will hold a token sale this week to raise $300M at a valuation of $1.5B.Uniswap, the largest DeFi application, announced Ethereum L2 called Unichain.‘Off The Grid' debuted to strong interest on the Epic Games Store, making it one of the most successful first-day launches of a crypto game.Memecoin promoter Murad Mahmudov has risen to fame after his viral ‘memecoin supercycle' presentation, causing onchain sleuths to dox his wallets.

Join Matt and Nick as they discuss the latest developments in the crypto market, Bitcoin's resilience amid market uncertainty, Swift pushing further into crypto, the ongoing legal battle between the SEC and Ripple Labs, and more. They also discuss one of the biggest insider secrets after a week to forget for EigenLayer (EIGEN) and Celestia (TIA).Key Takeaways Crypto encountered increased volatility as uncertainty in the Middle East rose. The market has since rebounded but is ultimately still trading rangebound, with Bitcoin (BTC) now in its eighth straight month between $54K and $72K.ANZ became Australia's first bank to join Project Guardian, an initiative steered by the Monetary Authority of Singapore (MAS). Watch out for Chainlink's SmartCon later this month, where other banks and financial institutions may share announcements.Sui (SUI) continues to grow strongly in terms of total value locked (TVL) as more market participants look to take advantage of incentives. It's clear that Sui has been one of the strongest-performing blockchains of 2024.Celestia (TIA) and EigenLayer (EIGEN) were involved in controversy after awareness spread of people selling their staking rewards, despite them having locked tokens. While TIA and EIGEN were arguably singled out, given this has been happening for years, it what ultimately a good thing that this news surfaced.Among the other altcoin updates covered: Bitwise's spot XRP ETF application and Sui's native Ethereum bridge.

Join Matt and Nick as they discuss how Bitcoin put in its strongest September in over a decade. They also cover U.S. Vice President Kamala Harris' first comments about blockchain; crypto announcements from Visa and PayPal; altcoins; and more.Key Takeaways Bitcoin (BTC) put in its strongest September in over a decade. We now enter Q4, which is BTC's best quarter based on past performance.BNY Mellon, the world's largest custody bank, received approval from the U.S. SEC to custody the spot Bitcoin and Ethereum ETFs. It was also granted an exemption from SAB 121, essentially making it commercially viable for BNY Mellon to start offering crypto custody services.U.S. Vice President Kamala Harris said she wants the country to “remain dominant” in blockchain and other emerging technologies. While it is somewhat encouraging to see Harris finally mentioning crypto, we still lack any clear details about her crypto policies would be if she wins November's election.PayPal and Visa each announced their latest crypto offering, a promising sign for adoption.While FTX distributions are likely to start in Q4, the process will likely extend into 2025. This story is not as bullish as many are making it out to be.Among the altcoin updates covered: Celestia's $100M funding round, EigenLayer's EIGEN token becomes transferable, and Ethena's new stablecoin tied to BlackRock's BUIDL fund.

Join Matt and Nick as they break down Token2049 and Solana Breakpoint 2024, two of the largest crypto conferences of the year. They also discuss the latest with World Liberty Financial (WLFI), the upcoming crypto project associated with Donald Trump and the Trump family.Key Takeaways The U.S. central bank cut rates for the first time in more than three years. Further cuts are expected by year-end and throughout 2025, ideal conditions for risk-on assets such as crypto.Donald Trump and other Trump family members shared limited information about World Liberty Financial and its WLFI token.Token2049 was likely the largest crypto conference to date. Key themes included DePIN and Crypto x AI.Solana Breakpoint was an overwhelming success. It featured Firedancer development updates, multiple project announcements, and more. Next year's will be in Abu Dhabi from December 11–13.Among the altcoin updates covered: USDC stablecoin arrives on Sui and Maker officially rebrands to Sky.

Join Matt and Nick as they break down Trump's new crypto project, World Liberty Financial, and Japan's largest energy company expanding into Bitcoin mining. They also discuss certain altcoin updates related to Solana, EigenLayer, Ethereum Name Service, and more.Key Takeaways Crypto prices have rebounded, led by BTC. Notably, the ETH/BTC pair hit its lowest level since April 2021.World Liberty Financial, the upcoming DeFi project tied to the Trump family, is gearing up for launch. More details to come this week when Donald Trump appears on an X Space.A subcommittee of the U.S. House Financial Services Committee gathered for a 90-minute hearing devoted to DeFi for the first time. More crypto hearings will take place before the end of the month.Japan continues to adopt crypto and blockchain technology, with recent news highlighted by the country's largest energy company announcing that it had started mining BTC with excess energy.Coinbase's launch of cbBTC, a wrapped BTC token, may spur additional growth in the Bitcoin DeFi ecosystem.Among the altcoin updates covered: Solana Breakpoint 2024; Chainlink SmartCon 2024; EIGEN stakedrop; and ENS integrating into PayPal and Venmo.

Join Matt and Nick as they break down the crypto market sell-off, the state of crypto regulations in the U.S., Wells Fargo's potential Bitcoin ETF push, and more. They also discuss certain altcoin updates including Arbitrum Stylus and Polygon's token migration.Key TakeawaysThe crypto market slid amid weakness in stock markets, with ETH temporarily hitting a year-to-date low under $2,200.Last week's Bitcoin ETF flows totalled -$706M. Net outflows have now occurred for eight straight trading days.Wells Fargo reportedly plans to start actively pitching the spot Bitcoin ETFs to certain clients as of this month. Access to these ETFs should only keep improving over the coming months and years.Qatar announced a comprehensive framework for regulating crypto in a bid to attract global businesses.There are seven altcoin-specific conferences in the next seven weeks: Solana Breakpoint, Cardano Summit, Chainlink SmartCon, Ripple Swell, Stellar Meridian 2024, Cosmoverse, and Avalanche Summit LATAM.Among the altcoin updates covered: Arbitrum Stylus, MATIC to POL token migration, and Ripple USD (RLUSD).

Join Matt and Nick as they break down August's market performance, stablecoin supply hitting all-time highs, and the market outlook for September. They also discuss certain altcoins updates including outages for the TON blockchain and MakerDAO's rebrand.Key Takeaways August was a rough month for crypto—led by BTC (-8.7%), ETH (-22.3%) and SOL (-21.1%)—while major U.S. stock indices managed to record their fourth straight monthly gain.Seasonality indicates that it will be more of the same in September, given it has historically been one of BTC's worst months.Stablecoin supply hit all-time highs, indicating increased demand to use blockchains.Among the altcoin updates covered: TON struggles with network performance and MakerDAO rebrands to Sky.

Join Matt and Nick as they cover the Federal Reserve's plan to cut rates, the arrest of Telegram's co-founder and what it means for TON, Marathon becoming a new buyer of Bitcoin (BTC), and more.Key TakeawaysCrypto rallied after the U.S. central bank all but confirmed it'd cut rates in September. It remains unclear whether the cuts will be 25 basis points or 50 basis points.Telegram's co-founder and CEO, Pavel Durov, was reportedly arrested by French authorities, crashing the price of TON. While Telegram has not been involved in TON for a few years, the market still treats TON as if it is Telegram's cryptocurrency. This is unlikely to change any time soon. Therefore, events related to Durov may affect price in the short term.September will feature a number of key events, including the first presidential debate between Trump and Harris (Sep. 10) and the Fed's rate cut (Sep. 18).Among the altcoin updates covered: Solana ETF application setback and ARB staking vote goes live.

Join Matt and Nick as they break down crypto's chaotic week. They also discuss Ethereum vs Solana, the Ethereum ETFs, the SEC vs Ripple Labs court ruling, and more.Key Takeaways The market bounced strongly off last week's lows of less than $50,000 for BTC. For now, it appears the technical reasons for the flash crash have passed.Kamala Harris overtook Donald Trump in U.S. election prediction markets for the first time. This likely contributed to last week's sell-off, given that a would-be Trump win would likely bolster risk assets.Solana is catching Ethereum across a number of key adoption metrics. There is a strong argument that both can do well in the long term.Among the altcoin updates covered: XRP soars after SEC vs Ripple Labs judgment and Arbitrum to be used by Franklin Templeton.

Join Matt and Nick as they break down why Bitcoin and the broader cryptocurrency market have sold off heavily, exploring potential reasons such as growing recessionary fears, changing election odds, and the strengthening Japanese yen.Key Takeaways Crypto prices have tumbled amid broader selling of risk-off assets caused by several reasons.These reasons include growing fears of a U.S. recession, a tightening of the election race, and heightened uncertainty surrounding Japan's economy.Among the altcoin updates covered: Avalanche used by the Californian DMV and Lido's institutional offering.

Join Matt and Nick as they cover Donald Trump's speech at the Bitcoin 2024 conference, the launch of the Ethereum ETF launch in the U.S., and plenty more in what was one of the most important weeks for crypto so far this year.Key TakeawaysBTC and SOL continued climbing while ETH underperformed yet again. Notably, this price action unfolded despite stock markets around the world putting in another week to forget.The spot Ethereum ETFs went live in the U.S. and has $342M of net outflows after three days of trading. This was mainly due to holders selling Grayscale's ETHE, which was expected. Once ETHE outflows subside, assessing the level of demand for these ETFs will get easier.U.S. presidential candidate Donald Trump said that, if elected, his administration would make the U.S. the “crypto capital of the planet” and “keep 100% of all the bitcoin the U.S. government currently holds or acquires into the future.” He also promised to remove SEC Chair Gary Gensler.Trump headlined a particularly eventful Bitcoin 2024 conference, which featured several announcements, including Senator Cynthia Lummis introducing a bill for the U.S. to buy one million BTC.Among the altcoin updates covered: Jito's expansion into Solana restaking and Aave's push to drive more value to the AAVE token.

Join Matt and Nick as they break down the strong bounceback in crypto prices after a week that involved BlackRock CEO Larry Fink touting Bitcoin, Trump naming a pro-crypto vice presidential nominee, and more. They also preview a week that is likely to feature the launch of spot Ethereum ETFs in the U.S. and presidential candidate Donald Trump speaking at the world's largest Bitcoin conference.Key TakeawaysBTC, ETH and SOL all hit their highest prices in at least five weeks. Notably, this coincided with stock markets suffering one of their worst weeks of the year.BlackRock CEO Larry Fink shared his bull case for BTC. Given his power and influence, it's hard to understate how significant it is to now have Fink flying the flag for Bitcoin.The spot Ethereum ETFs are widely expected to launch this week in the U.S. Don't expect ‘the Grayscale factor' to be as relevant as when the Bitcoin ETFs launched in January.It is extremely difficult to predict the initial level of demand for these ETFs. However, it does feel as though the market is not pricing in a rather tempered launch. If this is true, the ETFs would have to seriously flop in order for ETH's price to fall.The Mt. Gox trustees started sending BTC to exchanges, who will then distribute it to individual creditors. Within the next few months, expect the vast majority of these redistributions to have been completed.U.S. presidential candidate Donald Trump will speak at Bitcoin 2024, the world's largest conference on all things Bitcoin.Among the altcoin updates covered: Polygon's upcoming token migration and Grayscale's decentralised AI fund.

Join Matt and Nick as they discuss why crypto prices rallied after Donald Trump survived an assassination attempt. They also break down Germany's heavy selling of nearly 50,000 Bitcoin; upcoming cash payments to some FTX creditors; Ethereum ETFs; altcoin updates; and more.Key Takeaways Cryptocurrency prices rallied after the attempted assassination of U.S. presidential candidate Donald Trump. In the hours after this event, Trump's odds of winning November's election jumped from 60% to 70%, according to Polymarket.Speaking of Trump, last week he was confirmed as a speaker at Bitcoin's largest annual conference, Bitcoin 2024. His 30-minute speech is scheduled for 2pm CT (7pm UTC) on July 27. This event will likely generate plenty of mainstream attention for crypto.The German government seemingly finished selling its stash of nearly 50,000 BTC it seized in late January. While it's unknown how much BTC was actually sold—and how much is left to be sold—the market will likely stop caring about this story.Certain FTX creditors are set to receive $12B–$16B later this year. While this will create some short-term buy pressure, it's unrealistic to expect all of this to go straight back into the crypto market.Among the altcoin updates covered: Solana's progress on ‘Firedancer' client and Starknet's proposal to add a staking functionality to STRK.

Join Matt and Nick as they discuss the crypto market sell-off; Mt. Gox starting to redistribute Bitcoin; Germany selling more Bitcoin; Circle becoming the first compliant stablecoin issuer in the EU; Ethereum ETFs; key altcoins updates; and more.Key Takeaways Defunct exchange Mt. Gox started redistributing a portion of the ~142,000 BTC it owes creditors. The deadline for its rehabilitation creditor repayments is Oct. 31, 2024.German and U.S. authorities continued to move BTC to exchanges, presumably to sell. It is unclear how much they intend to sell and over what time frame. Long term, these sales are meaningless.The spot Ethereum ETFs are still tracking to launch in July. While estimates of the combined net inflows of these ETFs vary greatly, the long-term effect is undoubtedly positive for ETH.USDC stablecoin issuer Circle became the first compliant stablecoin issuer under the EU's new crypto laws.Among the altcoin updates covered: Solana's sliding stablecoin transfers; Polkdaot's exorbitant marketing costs; and Bittensor's blockchain issues.

Join Matt and Nick as they discuss the state of the market; Ethereum and Solana ETF updates; the SEC suing Consensys; the MegaETH funding round; altcoin updates; and more.Key Takeaways Mt. Gox will start incrementally distributing its ~142,000 BTC to creditors this month. While some BTC will be instantly sold by recipients, the amount of sell pressure will likely not be as large as some may expect.Spot Ethereum ETFs are expected to go live slightly later than most expected. Still highly likely they launch in July.The SEC sued Consensys, alleging that it violated federal securities laws because some of its offerings are brokers of ‘crypto-asset securities'. In the lawsuit, the SEC alleged that Lido (LDO) and Rocket Pool (RPL) were securities, causing a sell-off.Among the altcoin updates covered: BLAST valuation opens at less than market expectations and Solana introduces blockchain links, or blinks.

Join Matt and Nick as they discuss the SEC closing its investigation into the initial sales of ETH; Germany selling its large Bitcoin holdings; altcoin updates; and more.Key Takeaways Prices have continued falling amid market conditions with very few new buyers. These types of pullbacks are consistent with all past crypto bull markets, and we still expect prices to be much higher by year-end.Consensys said the SEC "would not bring charges alleging that sales of ETH are securities transactions." A significant concession by the SEC, potentially reflecting a shift in positioning towards crypto.The German government has been selling some of its BTC holdings. It still owns slightly less than 47,000 BTC (≈$2.9B). If the sales continue, it may drive BTC's price lower in the short term. Long term, these sales are meaningless.Among the altcoin updates covered: LayerZero's controversial token launch, Lens' migration to ZKsync, and Jupiter's proposed token supply decrease.

Matt breaks down why cryptocurrency prices slid after the U.S. central bank's big update. He also covers how Donald Trump and Joe Biden are warming to crypto; MicroStrategy's latest capital raise; Bitcoin ETFs in Australia; and altcoin updates.Key Takeaways Cryptocurrency prices after the U.S. Federal Reserve said it now anticipates just one rate cut in 2024, down from the three cuts estimated in March.Presidential candidates Donald Trump and Joe Biden continue to up their engagement with the crypto industry, a promising development given both have historically opposed crypto. However, time will tell whether it lead to any favourable outcomes after November's election.Australia's largest stock exchange, the ASX, approved its first spot Bitcoin ETF. This milestone should bring greater credibility to Bitcoin and crypto more broadly.Among the altcoin updates covered: Lido's involvement with Symbiotic and Mellow Finance, and Polygon and Arbitrum announce well-funded growth initiatives.

Matt breaks down why Bitcoin's price is not surging despite there being such strong ETF demand. He also covers the big week ahead for macro, Coinbase Smart Wallet, continued institutional adoption, and altcoin updates.Key Takeaways Spot Bitcoin ETF demand continued to surge, yet prices held steady. It is becoming increasingly evident that more hedge funds are buying these ETFs while shorting BTC on the futures market (i.e. executing a cash-and-carry trade).The big macro event to watch this week will be the U.S. Federal Reserve's interest-rate decision (June 12). The U.S. CPI data release (June 12) will also be closely watched. If these are in line with expectations, a relief rally is highly likely.Coinbase announced its smart wallet in an effort to dramatically simplify onboarding, eliminate network fees, and remove recovery phrases.Among the altcoin updates covered: Arweave's upcoming AO token, Optimism's important upgrade, and airdrop details for ZKsync (ZK).

Matt breaks down the most important events in crypto from the past week. Topics include the Ethereum ETF, U.S. President Biden denying the crypto custody bill, celebrity memecoins and altcoin updates.Key Takeaways The Ethereum ETF applicants started submitting their S-1 filings to the U.S. SEC. Eric Balchunas, a senior ETF analyst at Bloomberg, expects the ETFs to start trading in early July.  U.S. President Biden vetoed legislation that would have made it easier for banks to offer custody services for cryptocurrencies.Celebrities such as Caitlyn Jenner and Iggy Azalea launched their own cryptocurrencies on Solana. These are extremely risky and will likely lose relevance very soon.Among the altcoin updates covered: Arweave's upcoming AO token, PayPal's stablecoin launching on Solana, and Sei v2 preparing to go live