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Daily Crypto News in 15 Minutes or Less...Usually Hosted on Acast. See acast.com/privacy for more information.

Matthew Diemer: Bitcoin, Blockchain, Crypto, Ethereum, NFT, Daily, News, Web 3.0


    • Aug 31, 2026 LATEST EPISODE
    • weekdays NEW EPISODES
    • 14m AVG DURATION
    • 840 EPISODES


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    Latest episodes from Daily Crypto News

    Bitcoin Holds Its Ground While Craig Hunts for Cleaner Trends

    Play Episode Listen Later Aug 31, 2026 6:37


    Bitcoin spent last week consolidating after its huge move higher, and Craig sees the lack of a major snapback as a positive sign. The weekly candle finished essentially flat, even after selling following Warsh's Jackson Hole comments, leaving Bitcoin surprisingly strong but too messy for Craig to trade right now. Instead of forcing a position, he's waiting for Bitcoin to establish cleaner trend and cyclicity before getting involved again. While Bitcoin sorts itself out, Craig is searching deeper in the market for the structures he prefers: strong trends, clean pullbacks, good cyclicity, and momentum. He highlights Pump.fun as an example of that structure and discusses Zora, CHIP, and ZRO as charts showing characteristics he watches for, while emphasizing that these are examples rather than trade recommendations. For now, the strategy is simple: stay patient, trade where the clean trends are, and wait for Bitcoin's next leg. Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    August 31: Bitcoin Falls Back Below $78K as AI and Bitcoin Mining Become the Same Infrastructure Story

    Play Episode Listen Later Aug 31, 2026 15:48


    itcoin is back below $78,000 after another failed attempt to establish $80K as support, while ETF inflows finally broke their winning streak and Kevin Warsh's Jackson Hole comments increased expectations for tighter monetary policy. Matt explains why Warsh's apparent commitment to returning inflation to 2% could mean higher rates and less liquidity, creating another potential headwind for Bitcoin. The bigger story is the growing convergence between Bitcoin mining and AI infrastructure. Miners already control power, grid connections, land, cooling and data-center infrastructure that AI companies desperately need, pushing companies like IREN, Riot and CleanSpark deeper into AI. Matt argues that this creates enormous opportunities but also new risks, including AI-focused regulations spilling into Bitcoin mining and the possibility that an eventual AI correction exposes companies whose valuations have become too dependent on the boom. Happy HODLing Hosted on Acast. See acast.com/privacy for more information.

    August 28: Bitcoin Still Can't Hold $80K as AI Infrastructure Creates a New Investment Trade

    Play Episode Listen Later Aug 28, 2026 17:16


    Bitcoin got as high as roughly $81,300 overnight and still couldn't maintain $80K. The battle is getting clearer. ETF demand remains strong, with another $242 million entering U.S. spot Bitcoin ETFs Thursday and roughly $3 billion arriving during nine consecutive positive sessions, but traders keep taking profits above $80K. The real breakout probably requires Bitcoin to turn $80K into support and then clear roughly $81K-$83K.The biggest macro catalyst today is Kevin Warsh at Jackson Hole. Treasury yields are still elevated, inflation remains uncomfortable, and markets are even considering whether the Fed may have to raise rates again. A hawkish Warsh could strengthen the dollar and yields and make Bitcoin's $80K problem worse. A more balanced Warsh could give ETF buyers another opportunity to push through.And then there's SanDisk, which may be one of the craziest stock stories of the AI boom. The stock is up more than 500% this year, but there is a real business transformation behind it: annual revenue rose 175%, data-center revenue surged 437%, Q4 gross margins reached nearly 85%, NAND prices exploded, and AI companies are consuming memory faster than manufacturers can supply it. The risk is that memory is still cyclical. SanDisk's run continues as long as AI demand and memory shortages remain stronger than new supply.Happy HODLing. Hosted on Acast. See acast.com/privacy for more information.

    August 27: Bitcoin Is Still Fighting $80K, but the Fed Could Change the Story

    Play Episode Listen Later Aug 27, 2026 15:00


    Bitcoin finally broke $80K, but it could not hold it. That makes today's price action a rejection, not a confirmed breakout. The good news is that Bitcoin has real demand underneath it: U.S. spot ETFs took in another $232 million Wednesday, extending their positive streak to eight trading sessions and roughly $2.8 billion. The bad news is hotter inflation has markets reconsidering Fed tightening just as Bitcoin is trying to turn $80K into support. The most interesting story now is Kevin Warsh. His Fed philosophy isn't simply lower rates and more money. Warsh wants to shrink the Fed balance sheet while potentially creating room for lower interest rates, meaning Bitcoin could get cheaper money without getting another giant round of QE. That makes tomorrow's Jackson Hole speech important because crypto traders need to start watching the Fed balance sheet, Treasury liquidity, yields and the dollar together, not just whether Warsh cuts rates. For price, $80K remains the wall, but the bigger breakout zone is increasingly looking like $81K-$86K, with roughly $83K an important confirmation level. If ETF inflows continue and Warsh does not turn aggressively hawkish, Bitcoin gets another shot. If inflation pushes the Fed toward tighter policy and ETF demand fades, Bitcoin could spend more time consolidating in the upper $70Ks.Happy HODLing. Hosted on Acast. See acast.com/privacy for more information.

    August 26: Bitcoin Keeps Bouncing Off $80K. What Will It Take to Break Through?

    Play Episode Listen Later Aug 26, 2026 12:55


    Bitcoin keeps bouncing off the $80,000 resistance level, and Matt explains why profit-taking is the biggest obstacle right now. Institutional investors are locking in strong gains, the short squeeze that helped drive the first leg higher is losing momentum, and roughly $6.4 billion in Bitcoin options are set to expire Friday. At the same time, ETF demand remains strong, with about $314 million in Tuesday inflows and roughly $3 billion for August, making sustained institutional buying the key to turning $80K from resistance into support. The episode also looks at why the Treasury market and the debasement trade matter more to Bitcoin than oil prices, Revolut beginning to roll out its euro-backed EURR stablecoin, and the Tornado Cash retrial being pushed to 2027. Matt argues that Bitcoin still has a real path toward $90K if it can close above $80K and stay there, but warns that every new price level will bring fresh sellers, profit-taking, and resistance. Happy HODLing. Hosted on Acast. See acast.com/privacy for more information.

    Bitcoin Just Changed the Picture

    Play Episode Listen Later Aug 25, 2026 5:28


    Craig says Bitcoin's 26% weekly move changed the higher-timeframe picture. After weeks of frustrating sideways action, the three-month and six-month charts are now showing structures that have historically appeared near the end of major selling periods. He is not calling the exact bottom, but he believes the market is giving stronger evidence that the next major trend could be higher, especially as ETFs and digital-asset treasury companies change the structure of this cycle. The episode also explains why Craig was never committed to an October low, how he uses both time and price when evaluating long-term Bitcoin entries, and why he prefers capturing the middle of a trend rather than trying to perfectly buy the bottom or sell the top. Start your free 7-day trial of Market Intern at https://marketintern.com and subscribe to Craig's free newsletter at https://www.thegrowmeco.com. Happy HODLing. Hosted on Acast. See acast.com/privacy for more information.

    August 25: Bitcoin Breaks $80K, Gets Rejected, and Now the Real Test Begins

    Play Episode Listen Later Aug 25, 2026 14:43


    Bitcoin briefly broke above $80,000, reaching roughly $81,100, before profit-taking pushed it back into the upper $70Ks. Matt explains why $80K remains an important psychological resistance level, with investors who bought higher finally getting opportunities to exit and newer buyers sitting on substantial gains. He argues that a pullback toward $75K or even the low $70Ks would still be normal, while a sustained move back below $70K would make the rally look more like another bear-market bounce. The episode also covers nearly $2 billion in Bitcoin ETF inflows last week, Coinbase launching tokenized stocks on Base, Franklin Templeton expanding tokenized money-market funds in Asia, and BitMine buying roughly $81 million of Ethereum. Matt also looks at the political pressure surrounding the CLARITY Act and GENIUS Act implementation, while warning that the Fear & Greed Index at 80 shows just how quickly sentiment has shifted from fear to extreme greed. Happy HODLing. Hosted on Acast. See acast.com/privacy for more information.

    August 22: Bitcoin Hits $79K, but $80K Is the First Real Test

    Play Episode Listen Later Aug 24, 2026 16:32


    Bitcoin is pushing against the $80,000 barrier after one of its strongest weeks in months, driven by improving Treasury-market liquidity, nearly $2 billion in Bitcoin ETF inflows, short liquidations, and a fresh wave of FOMO. Matt explains why $80K could be difficult to break and hold as investors who bought at higher prices finally get a chance to exit, while $90K and $100K could create even larger psychological barriers. The episode also covers the CLARITY Act as a potential September catalyst, Strategy raising roughly $2 billion without buying more Bitcoin, Circle and the continued explosion of stablecoin activity, and huge weekly gains across XRP, Ethereum, Solana, Hyperliquid, and Dogecoin. With the Fear & Greed Index already at 81, Matt remains cautious and says Bitcoin needs to break $80K and hold it before the conversation moves seriously toward $90K and beyond. Happy HODLing. Hosted on Acast. See acast.com/privacy for more information.

    August 21: Bitcoin Hits $77K as Liquidity Floods Back Into Crypto

    Play Episode Listen Later Aug 21, 2026 15:55


    Bitcoin's rally is accelerating, with BTC climbing toward $78,000 as improving global liquidity, heavy ETF buying, and another massive short squeeze drive the market higher. Matt breaks down roughly $1.6 billion in Bitcoin ETF inflows this week, $3.3 billion in liquidated shorts, and a surge in South Korean retail trading. He also looks at bullish forecasts from Bernstein and Standard Chartered, while questioning whether Bitcoin can break and hold above the psychologically important $80,000 level. The episode also covers Strategy moving back into profit on its massive Bitcoin position, South Korea pushing deeper into tokenized funds and real-world assets, Trump's continued push for the CLARITY Act, and AI use in crypto crime rising sharply. Matt remains cautious despite the sudden return of greed, arguing that the catalysts behind the rally are real, but a powerful bear-market rally still isn't necessarily the beginning of a new bull market. Happy HODLing. Hosted on Acast. See acast.com/privacy for more information.

    August 20: Bitcoin Rips Above $70K as Global Liquidity and Short Liquidations Hit the Market

    Play Episode Listen Later Aug 20, 2026 15:31


    Bitcoin finally broke out, surging above $70,000 as several catalysts hit at once. Matt looks at Trump's White House meeting with crypto executives, Treasury moves supporting broader liquidity, and a massive short squeeze that wiped out roughly $2.7 billion in bearish positions. U.S. spot Bitcoin ETFs also brought in about $517 million, while Ethereum, XRP, Solana, Hyperliquid, and other major assets rallied even harder than Bitcoin. The episode also covers crypto stocks ripping alongside the market, continued expansion of XRP and tokenized-asset infrastructure, the CLARITY Act returning to the political conversation, and X reportedly exploring stablecoin payments. Matt remains cautiously bearish despite the rally, arguing that improving global liquidity and Treasury-market conditions are more important to watch than the White House meeting itself. Happy HODLing. Hosted on Acast. See acast.com/privacy for more information.

    August 19: Ripple Raises $275 Million as the SEC Finally Moves on Reg Crypto

    Play Episode Listen Later Aug 19, 2026 6:41


    Ripple raised $275 million to expand its U.S. clearing, prime brokerage, and financial-services business, while Metaplanet is bringing its Bitcoin treasury strategy to the U.S. through a deal involving 2,100 BTC and Nasdaq-listed Super League Enterprise. Matt also covers China rapidly expanding its digital yuan banking network and the SEC finally proposing its long-awaited Reg Crypto framework, creating new pathways for crypto companies to legally raise capital. The episode also looks at South Korea blocking Polymarket as illegal gambling, a Maya Protocol exploit that caused nearly $11 million in broader liquidity-pool losses, Bybit saying AI helped save roughly $700 million following its massive hack, and proposed accounting rules that could require stronger reserves and redemption rights for stablecoins to receive cash-equivalent treatment. Meanwhile, Bitcoin remains trapped in its six-week range near $65,000, with Matt still skeptical that the bottom is already in. Happy HODLing. Hosted on Acast. See acast.com/privacy for more information.

    August 18: Wall Street Keeps Moving Into Crypto While Bitcoin Stays Stuck at $64K

    Play Episode Listen Later Aug 18, 2026 9:57


    Bitcoin is still hovering around $64,000, but traditional finance keeps moving deeper into crypto. Matt covers Citi preparing to launch institutional Bitcoin custody, Kraken expanding U.S. stock trading across Europe, Visa searching for new stablecoin settlement partners, and Treasury beginning the rulemaking process for the GENIUS Act. The episode also looks at XRP falling below $1, renewed investment in Zcash mining and privacy, regulators reconsidering outdated market rules as tokenized securities grow, and serious trouble at BitMart as users reportedly struggle to withdraw funds and some employees remain unpaid. Meanwhile, Bitcoin managed to outperform the S&P 500 on Monday, even as the broader crypto market remains mostly stuck. Happy HODLing. Hosted on Acast. See acast.com/privacy for more information.

    Bitcoin Liquidity Dries Up as Craig Waits for a Break Below the Range

    Play Episode Listen Later Aug 17, 2026 8:20


    Craig says crypto liquidity has dried up dramatically, with Bitcoin stuck inside a month-long range between roughly $62,500 and $65,500 and only a small fraction of tracked trading pairs showing meaningful volume. He remains cautious and wants to see Bitcoin break lower before becoming more aggressive, with $59,000 as the next major area to watch if the current range fails. The episode also covers Craig's current XRP short, potential long setups in Hyperliquid and possibly BNB, and why thin order books make slippage and execution risk much more important right now. His main message is patience: there are still profitable trades, but traders should focus only on strong trends with real liquidity rather than forcing activity in a messy market. Start your free 7-day trial of Market Intern at https://marketintern.com and subscribe to Craig's free newsletter at https://www.thegrowmeco.com. Happy HODLing. Hosted on Acast. See acast.com/privacy for more information.

    August 17: Bitcoin Stays Flat as ETF Outflows and Thin Liquidity Keep Traders Cautious

    Play Episode Listen Later Aug 17, 2026 7:51


    Bitcoin remains stuck near $63,000 as ETF flows turn negative and thin liquidity leaves the market vulnerable to sharper moves if leveraged traders rush for the exits. Matt covers Strategy raising another $333.7 million without buying more Bitcoin, HIVE locking in a major GPU cloud contract, and tokenized stock activity surging as real-world assets continue moving on-chain. The episode also looks at the CLARITY Act's odds collapsing to roughly 10%, Binance reportedly providing customer data to Russian authorities, Chainalysis suing over a $94.6 million ICE contract, and major customer-data breaches affecting Bits of Gold and SafePal. Matt closes by arguing that while Bitcoin's price is flat, the infrastructure, regulation, and security risks surrounding crypto are moving quickly. Happy HODLing. Hosted on Acast. See acast.com/privacy for more information.

    August 14: Bitcoin Slips Below $63K as Liquidity Dries Up

    Play Episode Listen Later Aug 14, 2026 9:53


    Bitcoin slipped below $63,000 as weak liquidity and cautious sentiment continue weighing on the market. Matt covers MSCI considering rules that could exclude Bitcoin treasury companies like Strategy and Metaplanet from major indexes, Gemini's continued struggles after disappointing earnings, and Crypto.com expanding into tokenized equities with exposure to roughly 1,500 U.S. stocks and funds. The episode also looks at the SEC canceling its scheduled crypto rulemaking meeting, the CFTC moving forward on crypto, AI, and prediction markets while the CLARITY Act remains stalled, and JPMorgan reportedly debanking Polymarket. Matt also discusses whether DeFi is becoming more accurately described as on-chain finance and why World Liberty Financial's crypto ventures continue complicating the ethics debate surrounding U.S. crypto legislation. Happy HODLing. Hosted on Acast. See acast.com/privacy for more information.

    August 13: Crypto Banks Fight for Fed Access as Ethereum Rethinks Staking Rewards

    Play Episode Listen Later Aug 13, 2026 12:49


    Bitcoin remains stuck near $64,000, but the infrastructure around crypto keeps moving. Matt covers Custodia Bank's Supreme Court fight for direct access to Federal Reserve payment rails, Franklin Templeton getting SEC clearance for expanded on-chain cash management, and BitGo reporting $4.3 billion in quarterly revenue despite posting a net loss. The episode also looks at a proposal that could significantly reduce Ethereum staking yields as more ETH gets locked up, the CFTC's warning about prediction-market incentives and wash trading, growing bullish positioning in Dogecoin, and what it could take to finally give Bitcoin a major new catalyst. Matt also explores how AI could fundamentally change the way industries analyze massive amounts of data, from financial markets to professional sports. Happy HODLing. Hosted on Acast. See acast.com/privacy for more information.

    August 12: Bitcoin Waits for CPI as Harmony Suffers a Major Exploit

    Play Episode Listen Later Aug 12, 2026 3:18


    Today's crypto market is quiet, but it is not calm in a healthy way. Bitcoin is sitting around $64K ahead of the July CPI report, with perpetual trading activity at its lowest level since 2023 and volatility still compressed. The market is waiting for a macro catalyst, but underneath the surface, traders are cautious, altcoins are fragile, and sell pressure from public miners remains a real issue.The biggest security story is Harmony. The project confirmed an exploit where an attacker minted roughly 4 billion ONE tokens, equal to more than a quarter of the supply. ONE fell around 40%, exchanges were asked to freeze funds, and Harmony is now looking at emergency fixes and possible rollback options. That is not just a hack. That is a monetary-integrity failure.On the institutional side, Fidelity is moving to add staking and quarterly cash payouts to its nearly $900 million Ether ETF. That is a major step toward yield-bearing Ethereum ETFs. At the same time, public Bitcoin miners have sold about 28,000 BTC this year, worth roughly $1.78 billion, adding another layer of selling pressure to the market.Regulation is also busy. Russia wants retail crypto trading limited to Bitcoin, Ether, and USDT. The Bank of England is testing how stablecoins and a potential digital pound could work together in trade finance. The CFTC is fighting New York to keep Kalshi operating, while FlightAware dropped its separate lawsuit against Kalshi after just one day.The core theme today: Bitcoin is stuck in hibernation, but the rest of crypto is not quiet. Exploits, regulation, tokenized finance, Ethereum staking, and AI competition are all moving while BTC waits for CPI. Hosted on Acast. See acast.com/privacy for more information.

    August 11: Bitcoin Miners Are Becoming AI Companies, but How Long Will It Last?

    Play Episode Listen Later Aug 11, 2026 13:06


    Riot Platforms is making a major shift toward AI infrastructure after signing a 20-year, $9.1 billion agreement with Anthropic covering 191 megawatts at its Rockdale, Texas campus, with expansion options that could dramatically increase the contract's value. Matt explains why this is a smart way for Bitcoin miners to monetize existing power and data-center infrastructure during weaker mining conditions, while remaining skeptical that today's AI compute requirements will still look the same two decades from now. The episode also covers Trump Media's $238 million second-quarter loss, the SEC preparing its first major crypto rulemaking effort under Paul Atkins, the ongoing political fight over how Democrats approach crypto regulation, and FlightAware suing Kalshi over the use of its flight data in prediction markets. Matt also revisits Strategy's increasingly complex Bitcoin treasury model and closes by arguing that AI infrastructure will likely become far more efficient as models, chips, and software continue improving. Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    August 10: Strategy Is Selling Bitcoin While Saylor Keeps Preaching Bitcoin

    Play Episode Listen Later Aug 10, 2026 11:00


    Bitcoin remains stuck near $65,000 while markets wait for the next major macro signal from CPI and the Federal Reserve. Matt also revisits Strategy after the company sold another 1,690 Bitcoin for roughly $108 million, questioning how the company's increasingly complex mix of preferred dividends, cash reserves, stock issuance, debt management, and selective Bitcoin sales fits with Michael Saylor's long-running “buy Bitcoin forever” message. The episode also covers Robinhood expanding crypto trading in the UK, Standard Chartered projecting tokenized real-world assets could reach $4 trillion by 2030, the CLARITY Act returning for a key Senate vote in September, and the continuing fight over stablecoin yield and crypto ethics rules. Matt closes with concerns about long-term quantum security, including the possibility that an eventual quantum attack could initially look like an ordinary wallet breach rather than an obvious system-wide failure. Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    August 7: Bitcoin Is Stuck. Institutions Keep Buying Anyway.

    Play Episode Listen Later Aug 7, 2026 8:55


    Bitcoin is still stuck in its long sideways range, but the buyers underneath the market are getting harder to ignore. Matt covers roughly $1.2 billion in Bitcoin whale accumulation and about $750 million in U.S. spot ETF inflows this week, while also looking at continued pressure on Bitcoin miners and another delay to the CLARITY Act until at least September. The episode also covers Coinbase losing another prediction-market court fight, Coldcard losses climbing above $116 million across more than 5,200 wallets, BIP-110 continuing to struggle for miner support, and XRP weakening as regulatory clarity gets pushed further out. Bitcoin is back near $65,000 and the Fear & Greed Index has moved to neutral, but Matt remains cautious about calling a true breakout. Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    August 5: Coldcard's Failure Is Becoming a $130 Million Disaster

    Play Episode Listen Later Aug 5, 2026 9:43


    Coldcard remains the dominant story as estimates of the hardware wallet exploit continue climbing. Researchers now believe at least 15 attackers were involved, with losses exceeding $100 million and possibly approaching $130 million, affecting roughly 7,300 wallet addresses. Matt argues that companies selling security products should be held responsible when failures stem from their own implementation, comparing the situation to how exchanges eventually created reserve and insurance funds after years of hacks. The episode also covers Circle's new institutional ARC blockchain, Visa and Mastercard expanding stablecoin payment infrastructure, Hashdex closing its DeFi Spot Bitcoin ETF, continued uncertainty surrounding the CLARITY Act, a foiled plot to kidnap a Bitcoin holder, and World Chain's upcoming throughput upgrade. Matt closes by arguing that trust is crypto's most valuable asset, and when companies built around security fail to protect customers, confidence in the entire ecosystem suffers. Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    August 4: Coldcard's Wallet Failure Is a Reminder That Self-Custody Isn't Risk-Free

    Play Episode Listen Later Aug 4, 2026 14:15


    Coldcard is at the center of the crypto conversation after a flaw in its seed-generation process reportedly allowed attackers to brute-force wallet seed phrases, ultimately draining an estimated 1,367 Bitcoin, worth roughly $88.6 million, from around 4,500 addresses. Matt discusses how the incident is driving some users back toward centralized exchanges, highlighting OKX's report of increased inflows and arguing that the lesson isn't that exchanges are safer, but that every form of custody carries its own risks. The episode also covers BlackRock's launch of tokenized European money market funds, Binance's new Bitcoin-backed lending product, ARK Invest adding Coinbase shares after the stock's post-earnings decline, the crypto industry's growing political influence ahead of the 2026 midterms, and continuing questions surrounding Strategy's recent Bitcoin sale. Matt closes by arguing that trust—not Bitcoin's price—is the biggest issue facing the industry today, as investors weigh the risks of self-custody against those of centralized platforms. Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    Craig Cobb: Bitcoin Is Drifting Lower, But the Best Trading Opportunities May Be Ahead

    Play Episode Listen Later Aug 3, 2026 8:10


    Craig says Bitcoin is still grinding lower, but not with enough momentum to create consistently strong trading conditions. The market remains trapped between roughly $59,000 and $65,000, with most major cryptocurrencies either drifting sideways or producing only weak trends. Cardano is one of the clearer long setups after gaining more than 14% last week, while Hyperliquid continues to stand out on the short side with a cleaner daily downtrend. Craig remains mostly in cash and would welcome a more decisive move lower because it would create better trading opportunities and more attractive long-term buying levels. For now, he is watching for confirmation rather than forcing positions. Start your free 7-day trial of Market Intern at https://marketintern.com and subscribe to Craig's free Tuesday newsletter at https://www.thegrowmeco.com. Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    August 3: Strategy Sells More Bitcoin

    Play Episode Listen Later Aug 3, 2026 12:26


    Strategy sold another 1,638 Bitcoin for roughly $105 million, while also raising about $290 million through common stock sales and maintaining billions in cash to cover preferred dividends. Matt questions whether the company's Bitcoin treasury model can remain sustainable when its holdings do not generate operating cash flow and the business must keep raising money or selling Bitcoin to meet its obligations. The episode also covers BitGo's new institutional account-management platform, Ripple's investment in tokenized finance infrastructure, Robinhood receiving UK crypto registration, Bitget exiting Japan, and South Korea recording its 18th straight month of net stablecoin outflows. Prediction markets also reached $50.6 billion in July trading volume, while Bithumb continues preparing for a possible 2028 IPO. Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    July 31: The Next Bitcoin Crash Will Test Whether You Actually Believe

    Play Episode Listen Later Jul 31, 2026 14:44


    Bitcoin remains stuck near $64,000, but Matt focuses on the harder question: what happens when the next crash comes with a believable reason that Bitcoin is actually broken? He considers a future quantum-computing or security scare that could drive Bitcoin into four-digit territory and argues that the best historical buying opportunities have usually appeared when fear felt existential. The challenge is whether investors would still buy while headlines declare the experiment over and prices continue falling. The episode also covers Strategy's $8.2 billion quarterly loss tied to its Bitcoin holdings, Coinbase missing revenue expectations, the BIS-led Project Agorá successfully testing tokenized cross-border payments, and JPMorgan warning that delays to the CLARITY Act could push blockchain infrastructure into the hands of incumbent banks instead of public crypto networks. Matt argues that traditional financial institutions have strong incentives to delay or reshape crypto legislation in ways that protect banks and limit retail access to yield. Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    July 30: Prediction Markets on Robinhood

    Play Episode Listen Later Jul 30, 2026 12:48


    Robinhood generated more second-quarter revenue from prediction-market contracts than from either crypto or equities trading, showing how quickly event contracts are becoming a major business line. Binance.US now plans to seek a CFTC license to compete with Kalshi, Polymarket, and Robinhood, while Core Scientific continues being revalued as an AI and data-center infrastructure company through its large AMD partnership. The episode also covers U.S. sanctions against Iran-linked firms accused of using Bitcoin, South Korea's proposed consolidated crypto law, Hungary reversing a restrictive conversion rule, Ostium's $23.75 million exploit, and Aave's plan to wind down underused markets. Matt also discusses ARK Invest selling several crypto-related stocks while adding SpaceX exposure, as Bitcoin remains near $64,755 and the Fear & Greed Index sits at 38. Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    July 29: Bitcoin Miners Are Becoming AI Companies

    Play Episode Listen Later Jul 29, 2026 12:00


    Core Scientific is rapidly shifting from Bitcoin mining toward AI data-center infrastructure after reporting $164.2 million in second-quarter revenue and announcing a major AMD partnership. Matt argues that this transition is likely temporary. AI customers want computing costs to fall, while Bitcoin mining continues rewarding additional hash power, so miners may eventually move back toward Bitcoin when the next bull market improves mining economics. The episode also covers the rapid growth of tokenized traditional assets, Emirates adding Crypto.com Pay for eligible UAE customers, and Binance losing Google Play access in parts of Europe after MiCA-related changes. Matt also discusses trade.xyz reimbursing customers after an oracle-related price anomaly, a lawsuit against Apple involving $1.8 million lost through a fake Sparrow Wallet app, and Tether's tokenization agreement with the Nairobi Securities Exchange. Bitcoin remains near $64,500, but Matt argues perspective matters: while recent buyers may be frustrated, long-term holders are still sitting on substantial gains, and a $64,000 Bitcoin remains historically significant. Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    July 28: Crypto Exchanges Are Shrinking

    Play Episode Listen Later Jul 28, 2026 10:09


    Crypto markets remain sluggish, with Bitcoin drifting around $63,000 as trading activity continues to weaken. Matt argues that the recent wave of exchange closures and layoffs—including BitMEX, BitMart, Momentum Labs, Storage Labs, and workforce reductions at Uphold—reflects a maturing industry rather than a crisis. As retail speculation fades and trading volumes decline, he believes only exchanges offering meaningful services such as institutional custody, compliance, and infrastructure will survive. The episode also covers BitMine's continued accumulation of Ethereum, New York Attorney General Letitia James' criticism of the CLARITY Act, and allegations from Thailand's SEC that Bitkub concealed a 2021 cyberattack that resulted in roughly $50 million in stolen digital assets. Matt closes by noting that inflation continues to squeeze consumers, reducing speculative investing, while the crypto market becomes increasingly crowded with millions of tokens competing for attention. Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    July 27: Bitcoin Stalls at $65,000 as the Market Turns Mixed

    Play Episode Listen Later Jul 27, 2026 7:58


    Craig sees a mixed and largely directionless crypto market, with Bitcoin repeatedly struggling to move decisively above $65,000. After roughly three weeks of minimal progress, the weekly chart raises the possibility that Bitcoin is forming a lower high before another move down. Craig is staying cautious and would rather wait for a confirmed breakout or a clean rollover than force trades in a market with weak momentum and declining volume. He also points to exchange shutdowns as further evidence that trading activity has dried up and says a fast drop toward $50,000 could create a healthier reset and better buying opportunities. For now, he is completely flat, with NEAR presenting the clearest potential short setup. Start your free 7-day trial of Market Intern at https://marketintern.com and subscribe to Craig's free Tuesday newsletter at https://www.thegrowmeco.com. Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    July 24: Miners, Treasuries, and Regulators Reshape the Market

    Play Episode Listen Later Jul 24, 2026 13:14


    Bitcoin remains stuck near $64,000 as the broader crypto market struggles to find momentum. Matt covers Poolin's Chapter 11 bankruptcy, Bitcoin treasury companies selling holdings to repay debt and fund operations, and another likely delay for the CLARITY Act as traditional banks push back against yield-bearing stablecoin products that could threaten their business models. The episode also examines India's effort to restrict Jack Dorsey's privacy-focused BitChat app, a proposed $40.7 million lawsuit against BitMEX, the hacking of Robinhood CEO Vlad Tenev's X account to promote a fake meme coin, Ripple's expansion of RLUSD, Coinbase's new AI-powered payment and trading tools, and the SEC's $150,000 settlement in a Coinbase records lawsuit. Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    July 23: Bitcoin Faces Macro Pressure as ETFs Keep Buying

    Play Episode Listen Later Jul 23, 2026 17:31


    Bitcoin remains caught between strong ETF demand and an increasingly difficult macroeconomic environment. Matt explains how rising Treasury yields, the possibility of additional Federal Reserve rate hikes, expensive equity valuations, and a weakening housing market are all competing for investor capital. Despite those headwinds, spot Bitcoin ETFs have attracted more than $1 billion over the past week, helping stabilize prices while traditional finance continues moving deeper into blockchain through tokenized Treasury settlement and ongoing debate over the CLARITY Act. The episode also covers BitMEX's planned shutdown after 11 years, a series of cross-chain exploits that drained more than $35 million, the formation of a Bitcoin Security Consortium to prepare for future quantum computing risks, and Alphabet's decision to significantly increase AI infrastructure spending. Matt closes by arguing that while ETF inflows are providing support, Bitcoin still faces stiff competition from safer, yield-producing assets until the broader macroeconomic picture improves. Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    July 21: Bitcoin ETFs Extend Their Inflow Streak

    Play Episode Listen Later Jul 21, 2026 16:55


    Bitcoin moved back above $66,000 as U.S. spot Bitcoin ETFs recorded a fifth straight day of inflows, bringing roughly $727 million into the market over that stretch. The episode also covers renewed momentum around the CLARITY Act, rapid growth in tokenized assets on Solana, a UK inquiry into crypto banking restrictions, Washington state's legal fight with Kalshi, and Base's planned launch of tokenized equities. Matt also discusses an SEC case involving an alleged $22 million mining scheme, the latest Celsius settlement, Exodus cutting 25% of its workforce, and Bitcoin miners shifting computing power toward AI infrastructure. He explains why miners reallocating compute is a normal part of the crypto cycle, then closes with his skepticism about Litecoin's long-term upside despite its recent breakout. Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    Bitcoin Stuck in Neutral as Traders Wait for the Next Move

    Play Episode Listen Later Jul 20, 2026 7:22


    Craig reviews another slow week across the crypto market, with Bitcoin continuing to struggle below $65,000 and most major coins trading sideways. He remains long Litecoin after a clean daily breakout and is watching for a possible pullback and bullish continuation. Ethereum showed slightly more strength, while Binance Coin, Cardano, Dogecoin, Solana, XRP, and Tron offered very little momentum. Bitcoin Cash was one of the weaker performers, falling roughly 10% over the week. With few strong trends available, Craig is focusing on higher-timeframe breakout setups in markets such as Injective and Ethereum Classic rather than forcing low-quality trades. His main message is patience: when conditions are this slow, traders should reduce activity, manage risk carefully, and wait for the market to provide better opportunities.Start your free 7-day trial of Market Intern at: https://marketintern.comSubscribe to Craig's free Tuesday newsletter at: https://www.thegrowmeco.comHappy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    July 20: Strategy Keeps Raising Cash While Regulators Race the Clock

    Play Episode Listen Later Jul 20, 2026 12:31


    Strategy's latest stock sale led today's discussion after the company raised another $163 million without purchasing additional Bitcoin, increasing its cash reserves while maintaining more than 843,000 BTC on its balance sheet. Matt questioned whether raising money to fund dividend obligations while continuing to hold Bitcoin is a sustainable long-term strategy. The episode also covered more companies adopting Bitcoin treasury strategies, Capital B's reverse stock split, and regulators missing the GENIUS Act deadline for finalizing stablecoin rules, leaving issuers waiting on key guidance before the law takes effect in early 2027. Matt also discussed France's decision to block Polymarket as unauthorized gambling, sharing his concerns about how prediction markets can be manipulated through coordinated betting activity in smaller political races. The episode wrapped up with South Korea's review of Upbit's 2025 hack, Zilliqa's investigation into a suspected cold wallet theft, and a look at the day's crypto markets, with Bitcoin trading around $64,600 and sentiment remaining in Fear territory. Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    July 17: Why Blockchain Could Fix Elections

    Play Episode Listen Later Jul 17, 2026 16:27


    Traditional finance continues embracing crypto as Morgan Stanley's E*TRADE launches Bitcoin, Ethereum, and Solana trading for eligible retail clients, Citadel Securities invests $400 million in Crypto.com, and Visa unveils a new stablecoin platform designed for banks and fintech companies. Matt explains why competition to control digital dollar infrastructure is accelerating as more traditional financial firms enter the stablecoin market.The episode also covers Europe's growing list of MiCA-licensed crypto firms, Malaysia's investigation into a crypto-related network state project, Taiwan sentencing the operator behind the BitShine exchange to 22 years in prison, and a UK crypto fraud ring that impersonated police officers to steal more than ÂŁ4 million. Matt wraps up with JPMorgan's improving outlook for Bitcoin, concerns over rising oil prices, and why he believes blockchain technology could eventually provide a more transparent and auditable election system.Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    July 16: Tokenization Goes Live on Wall Street

    Play Episode Listen Later Jul 16, 2026 15:00


    The DTCC processed live production trades involving tokenized stocks, ETFs, and U.S. Treasuries with participation from firms including JPMorgan, Goldman Sachs, BlackRock, and Vanguard. Matt explains why this is one of the clearest signs yet that tokenization is moving beyond pilot programs and into the core infrastructure of U.S. financial markets.The episode also covers Orange Juice's plan to buy cash-flowing businesses and use them as Bitcoin treasury companies, Volvo's latest blockchain experiment, the ethics fight holding up the Clarity Act, and the Senate's unanimous opposition to any pardon for Sam Bankman-Fried. Matt also looks at Europe's post-MiCA compliance problems, Tether freezing $131 million connected to Iranian sanctions, and Visa finally acknowledging that stablecoins may be better suited than card networks for machine-to-machine micropayments.Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    July 14: Banks Fight the Clarity Act

    Play Episode Listen Later Jul 14, 2026 7:43


    Japan continues pushing stablecoins into the mainstream as JCB, the country's largest card network, partners with Circleto explore USDC for cross-border payments and merchant transactions. Matt also covers CleanSpark's $6.6 billion data center lease, Coinbase Ventures remaining the most active crypto investor of 2026, and why stablecoin adoption continues accelerating around the world.The episode also examines the latest fight over the Clarity Act, as banking groups push Congress to block stablecoin rewards while law enforcement throws its support behind the legislation. Matt wraps up with the U.S. government's $288 million crypto transfer to Coinbase Prime, slowing Bitcoin ETF trading volumes, and why Japan continues to focus on building real-world crypto infrastructure while much of the U.S. debate remains centered on regulation.Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    Bitcoin Sits on Support While Bears Wait for Confirmation

    Play Episode Listen Later Jul 13, 2026 7:16


    Start your free 7-day trial of Market Intern at https://marketintern.com and see how Craig identifies high-probability trading setups before they develop.Craig Cobb returns from a short break to walk through the crypto markets live, explaining why Bitcoin's $61,500 support and $65,000 resistance remain the two most important levels to watch this week. He also breaks down Ethereum's key breakout level, why Cardano is setting up for potential short opportunities, and why much of the market is sitting just above critical support.Craig also reviews the top cryptocurrencies, shares what's on his watch list, and explains why the daily timeframe is the one that matters most right now. His advice this week is simple: stay patient, be selective, and let the market confirm its next move before getting aggressive.Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    July 13: Strategy Builds Cash

    Play Episode Listen Later Jul 13, 2026 8:54


    Podcast Show Notes SummaryStrategy raised another $466.7 million in cash without buying additional Bitcoin, while SBI Holdings and the Solana Foundation announced a major partnership to build Japan's next generation of on-chain financial infrastructure. Matt also covers the UK's expanding tokenization initiative, Thailand's crackdown on high-volume stablecoin transactions, and Japan's new JPYSC stablecoin lending product offering a 3% annual yield.The episode also examines why the Clarity Act remains stalled in Congress, the growing debate over Bitcoin Improvement Proposal 110 and whether Bitcoin should be reserved primarily for payments or remain open to uses like Ordinals and inscriptions, and new data showing crypto trading volumes climbed to nearly $5 trillion in June after five consecutive months of decline.Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    July 10: Circle Becomes a National Bank

    Play Episode Listen Later Jul 10, 2026 8:20


    Crypto infrastructure continues expanding even as Bitcoin remains stuck in one of the longest trading ranges in its history. Matt breaks down Circle's approval to launch a federally supervised national trust bank, Robinhood's Layer 2 blockchain surpassing $70 million in bridged ETH, and Metaplanet's plans to develop Bitcoin-backed tokenized credit products. He also covers the rapid growth of prediction markets, now projected to reach $240 billion in trading volume this year.The episode also explores Polymarket's push for U.S. margin trading, a new AI-powered "Internet Court" backed by MetaMask and OKX, XRP's breakout above $1.10, and why Bitcoin's 307-day consolidation between $60,000 and $70,000 has become one of the longest in the asset's history. Matt closes by explaining why, despite Bitcoin's lack of price movement, the companies building crypto infrastructure continue moving the industry forward.Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    July 9: Quantum Security Moves to the Forefront

    Play Episode Listen Later Jul 9, 2026 8:56


    Crypto firms continue preparing for the future as BitGo launches quantum-resistant security tools for institutional Bitcoin wallets, while Aave rolls out Stable Vaults to simplify stablecoin yield for fintechs and institutions. Matt explains why quantum computing is becoming a real security consideration for Bitcoin and why the next phase of crypto infrastructure is already being built long before it's urgently needed.The episode also covers Stripe-owned Privy's new Solana transaction routing tool, the growing uncertainty surrounding the Clarity Act in Congress, Senator Ron Wyden's effort to protect non-custodial software developers, and new data showing crypto hacks reached a record 207 incidents in the first half of 2026 despite total losses falling sharply. Matt also discusses whether companies like Strategy are approaching the point where institutional Bitcoin ownership could begin affecting the network's long-term decentralization.Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    July 8: Bitcoin Slips as Middle East Tensions Return

    Play Episode Listen Later Jul 8, 2026 10:14


    Podcast Show Notes SummaryAfter returning from a short camping trip, Matt breaks down another volatile day for crypto as Bitcoin slips following renewed tensions in the Middle East after the collapse of the Iran ceasefire. He also covers India's continued push toward stricter crypto policies, Kalshi's latest courtroom loss in New York, and why prediction markets remain caught between financial regulation and gambling laws.The episode also dives into new data showing USDT processed $95 billion in commercial payments during the first half of 2026, while USDT and USDC now account for 83% of the entire stablecoin market. Matt explains why stablecoins are quietly becoming one of the most important pieces of financial infrastructure and why their growth may be a bigger long-term story than Bitcoin's daily price action.Finally, Matt discusses Tom Lee's BitMine purchasing another 40,000 ETH, bringing its holdings close to 5% of Ethereum's circulating supply, and shares his concerns about whether large institutional ownership and Ethereum's move to Proof of Stake could eventually create decentralization issues.Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    Craig Cobb: Bitcoin Is Still Stuck

    Play Episode Listen Later Jul 7, 2026 9:14


    Start your free 7-day trial of Market Intern at https://marketintern.com and see how Craig identifies high-probability trading setups before they develop.Craig Cobb explains why he's still sitting largely in cash despite Bitcoin posting a strong week. While many traders are calling the bottom, Craig believes Bitcoin remains trapped between $59,000 support and $65,000 resistance, with the broader bear market still intact. Instead of forcing trades on Bitcoin, he's focusing on cleaner opportunities in assets like XRP and other altcoins that continue producing strong trends on the lower timeframes.Craig also reviews the top 10 cryptocurrencies, discusses why Cardano and Solana showed relative strength last week, and explains why the U.S. Dollar Index remains one of the most important charts for predicting the next move in Bitcoin and other risk assets. His advice remains simple: preserve capital, trade the trends that exist, and don't mistake one good week for the start of a new bull market.Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    July 3: Stablecoins Keep Winning, Tokenization Expands, and the CBDC Debate Isn't Over

    Play Episode Listen Later Jul 3, 2026 14:07


    Bitcoin ETFs finally snapped their 10-day outflow streak, bringing in more than $221 million in new inflows, but Matt explains why one positive day isn't enough to erase June's record $4.5 billion in institutional selling. He also dives into the growing stablecoin debate, arguing that while Congress continues pushing back against a Federal Reserve CBDC, privately issued stablecoins backed by U.S. Treasuries may ultimately become an even more powerful form of digital money.https://www.youtube.com/watch?is=ncQr95cy21vYsWT4&v=SHroBbNtcbk&feature=youtu.beThe episode also covers Securitize's public debut and tokenized shares on Solana and Avalanche, Metaplanet's continued Bitcoin accumulation, the IMF's latest warning on tokenization, Russia's rollout of the digital ruble, and Spotify's dispute with Kalshi and Polymarket after alleged manipulation of music-related prediction markets. Matt closes with his thoughts on why the biggest story in crypto may no longer be Bitcoin itself, but the race to build the financial infrastructure that will power the next generation of digital assets.Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    July 2: Stablecoins Invade Banking, Crypto Crime Explodes, and Europe Is Already Rewriting the Rules

    Play Episode Listen Later Jul 2, 2026 12:11


    Traditional finance and crypto continue moving closer together as Standard Chartered and Circle launch institutional USDC minting and redemption through the bank's platform, while Anchorage Digital expands support for Ethereum liquid staking. Matt explains why stablecoins are rapidly becoming part of the global banking infrastructure and explores the debate over whether privately issued stablecoins could eventually become a backdoor alternative to central bank digital currencies.The episode also covers Europe's MiCA regulations already undergoing review just days after taking full effect, Australia's expanded crypto travel rule, Bitget's launch of tokenized U.S. stock options, and a troubling rise in crypto-related kidnappings and extortion cases in France. Matt also examines the continued legal battle over prediction markets as Kalshi and Polymarket see record World Cup trading volumes while facing regulatory challenges across multiple U.S. states.Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    July 1: Citi Cuts Bitcoin, Europe's Crypto Rules Arrive, and Why Stablecoins Changed Everything

    Play Episode Listen Later Jul 1, 2026 13:00


    Wall Street is becoming less optimistic on crypto as Citi cuts its 12-month Bitcoin price target from $112,000 to $82,000, while Bitcoin ETFs suffer their worst month on record with $4.5 billion in outflows. Matt explains why he still believes lower prices remain possible despite continued long-term optimism, discusses listener predictions for the next Bitcoin cycle, and examines why politics and legislative gridlock continue weighing on market sentiment.The episode also covers Europe's MiCA regulations officially taking effect, Taiwan's new crypto and stablecoin framework, June's biggest crypto hacks, and ARK Invest continuing to buy millions of dollars in crypto-related stocks while much of the market remains fearful. Matt also explains how stablecoins evolved from a simple trading tool into one of the most important pieces of modern financial infrastructure.Finally, Matt argues that while Bitcoin may remain the face of crypto, stablecoins are quietly becoming the industry's plumbing, powering payments, settlements, tokenized assets, and the next generation of digital finance.Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    June 30: Strategy May Sell Bitcoin, ARK Buys the Dip, and Why the Pain Isn't Over

    Play Episode Listen Later Jun 30, 2026 18:06


    Crypto sentiment remains brutal as Strategy gives itself authorization to sell up to $1.25 billion in Bitcoin, raising concerns that even the possibility of future sales could pressure an already weak market. Matt breaks down why Bitcoin may still be headed lower, why investors need cash ready if the market falls into the $30,000 range, and why ARK Invest is using the selloff to buy crypto-related stocks like Coinbase, Circle, Robinhood, Bullish, and SoFi.The episode also covers New York Life's move into tokenized corporate bonds, Germany leading Europe's MiCA approvals, Australia's new crypto travel rule, Kalshi's legal fight in Michigan, and StarkWare's post-quantum roadmap for Starknet. Matt also adds a broader digital identity story, discussing Sumsub's Danielle Labarbera and how AI-generated fraud is threatening online ticketing, secondary marketplaces, account security, and consumer protection ahead of FIFA demand.Finally, Matt argues that one of the biggest long-term opportunities may not be Bitcoin itself, but digital trust: identity verification, fraud prevention, stablecoin rails, tokenized assets, and infrastructure that proves the person on the other side of the screen is real.Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    Craig Cobb: Sit on Your Hands Until the Market Gives You an Edge

    Play Episode Listen Later Jun 29, 2026 8:22


    Craig Cobb says Bitcoin and the broader crypto market are still bearish, but too messy to trade aggressively right now. He explains why last week's $65,000 Bitcoin rejection offered a clean short setup, but current price action has become choppy, sideways, and lower-probability.Craig also highlights the U.S. Dollar Index as a major risk signal, arguing that a stronger dollar could continue pressuring Bitcoin, equities, and other risk assets. With MicroStrategy breaking key support and crypto lacking clean trends, his message is simple: preserve capital, wait for better setups, and don't force trades.Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    June 29: Strategy's New Plan & Europe's Crypto Crackdown

    Play Episode Listen Later Jun 29, 2026 8:40


    Strategy unveiled a new capital framework that includes a U.S. dollar reserve policy, higher preferred-share dividends, up to $2 billion in buybacks, and the ability to monetize its Bitcoin holdings if necessary. Matt explains why the market is no longer assigning a premium to Strategy's Bitcoin treasury model and what that could mean for corporate Bitcoin adoption going forward. He also covers the rapidly approaching MiCA deadline in Europe, where thousands of crypto firms face the possibility of shutting down if they fail to secure regulatory approval.The episode also examines Binance's withdrawal of its MiCA license application in Greece, Galaxy Digital lowering the odds of the Clarity Act passing this year, and the Bank for International Settlements' argument that stablecoins behave more like ETFs than money. Matt also discusses Loopring shutting down its decentralized exchange and Vitalik Buterin's latest research into program obfuscation, a cryptographic concept that could become increasingly important as AI grows more capable of finding software vulnerabilities.Finally, Matt questions whether modern crypto regulation is creating healthier markets or simply making it impossible for smaller companies to compete. Using Europe's MiCA rollout as an example, he argues that increasingly complex compliance requirements may unintentionally concentrate the industry in the hands of the largest players, recreating many of the barriers that crypto was originally designed to eliminate.Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    June 27: Bitcoin Stabilizes & Apple Sends a Warning

    Play Episode Listen Later Jun 27, 2026 16:45


    Bitcoin has recovered above $60,000 after briefly breaking below that key level, but Matt explains why the broader market still looks fragile. He breaks down Strategy losing its long-standing Bitcoin premium, SharpLink's continued Ethereum accumulation despite massive unrealized losses, another wave of crypto liquidations, and why the Clarity Act and CBDC legislation remain stuck in Washington's political gridlock.The episode also covers the Bank of England's softer approach to stablecoin regulation, Coinbase's Base network suffering another outage, and why Solana has emerged as one of the few bright spots during the recent selloff. Matt explains why regulators around the world appear to be embracing stablecoins rather than fighting them, and what that means for the future of digital finance.Finally, Matt shares his biggest takeaway of the day: Apple's sweeping price increases across its product lineup. He argues the move may be signaling that inflation remains stronger than official data suggests and asks whether rising bond yields, expensive stock valuations, persistent inflation, and weakening crypto markets are early signs that something larger is beginning to shift beneath the surface of the global economy.Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

    June 25: Bitcoin Breaks Down but Stablecoins Keep Winning

    Play Episode Listen Later Jun 25, 2026 18:07


    Bitcoin remains under pressure as another $469 million flows out of spot Bitcoin ETFs, pushing cumulative ETF demand to its weakest level since July 2025. Matt breaks down why institutional money continues leaving the market, what it means for Bitcoin's short-term outlook, and why history suggests long-term investors may still want to keep emotions in check despite growing fear.The episode also explores Japan's emergence as a global stablecoin leader, with both Circle's USDC and Ripple's RLUSD expanding into the country's regulated financial system. Matt discusses President Trump's decision to delay signing legislation containing a Federal Reserve CBDC ban, the implications for the Clarity Act, and why stablecoins—not Bitcoin—may ultimately become crypto's biggest real-world success story.Finally, Matt covers new crypto security incidents involving Genesis and Cardano wallets, Jameson Lopp's latest research on preparing Bitcoin for a post-quantum world, Kalshi's reported $40 billion valuation, and reflects on why every major Bitcoin bear market has tested investors' patience before rewarding those willing to think in years instead of weeks.Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

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