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Why This Crypto Bull Run Feels Different
Duration: 00:12:03
July 16, 2025
- This crypto cycle feels different primarily because there hasn't been the expected altcoin rotation typically seen at this stage.
- Early investors familiar with the 4-year cycle allocated heavily to altcoins in early 2024, anticipating new retail investors, but their early entry and subsequent selling have contributed to the altcoin underperformance.
- The unique setup of this cycle, characterized by significant altcoin capitulation, could lead to a substantial altcoin rally if new investors enter the market, especially with catalysts like spot altcoin ETFs and supportive policies.
Bitcoin Breaks $120K as Crypto Week Kicks Off in Washington
Duration: 00:11:45
July 15, 2025
- Bitcoin has reached a new all-time high of $120,000, driven by renewed institutional buying and anticipation of future rate cuts.
- US Congress has initiated "Crypto Week," pushing for legislation to regulate crypto, stablecoins, and define the status of utility tokens.
- The passage of crypto legislation could lead to a more stable, regulated environment, potentially driving Bitcoin to $150,000, while overly strict laws could trigger volatility.
The State of Bitcoin Treasury Critique
Duration: 00:14:27
July 13, 2025
- The speaker argues against the US Treasury needing a Bitcoin reserve, emphasizing the dollar's strength relative to other fiat currencies.
- Some countries currently use the dollar as a reserve currency for stability, such as El Salvador and Panama.
- The speaker suggests countries using the dollar as a reserve currency should consider using a Bitcoin reserve instead.
Bitcoin Hits New All-Time High as Macro Forces Align
Duration: 00:12:46
July 11, 2025
- The hosts examined Bitcoin's price action, noting its recent rejection at the all-time high and identifying potential bounce points at around $70,700 and resistance around $86,400, based on short-term holder behavior.
- They analyzed the performance of various altcoins, highlighting Mantra's significant gains and discussing Ethereum's potential for growth relative to Bitcoin in the coming months, suggesting it may be currently oversold.
- The episode covered developments in the political and regulatory landscape, including the potential for Florida's State Pension Fund to invest in Bitcoin and the varying levels of crypto donations to Trump and Harris campaigns.
Elon Musk Launches a Bitcoin-Friendly Political Party
Duration: 00:10:39
July 9, 2025
- Tesla is working with utilities, like PG&E in California, to enable uninterrupted power supply for Powerwall users.
- Elon Musk described his recent workload as "excruciating," particularly regarding Twitter, but expressed optimism about the future with Linda Yaccarino joining.
- Tesla's financing options are largely dependent on banks, and Musk anticipates economic headwinds for the next 12 months, advising investors to "buy the dip."
The Mystery of the $8 Billion Ancient Bitcoin Whale
Duration: 00:13:47
July 8, 2025
- An unknown Bitcoin address has acquired a substantial amount of Bitcoin, accumulating 118,000 Bitcoins worth approximately 3 billion USD over the past three months.
- Speculation suggests that the investment activity might be associated with BlackRock, though others believe the Bitcoin wallet belongs to the Gemini exchange.
- The movement of Bitcoins into a new wallet and the actions of "big players" are occurring as the Bitcoin halving event approaches.
Stablecoins and Streaming Money
Duration: 00:16:26
July 6, 2025
- The speaker is interested in understanding Coinbase's revenue generation beyond its stablecoin offerings.
- The speaker is contemplating the future potential of Coinbase as a publicly traded company.
- The speaker is analyzing whether Coinbase's business model unduly profits from its users, particularly in light of its public status.
A Mid-Year Bitcoin Check-In
Duration: 00:12:43
July 3, 2025
- Transaction fee volatility is notable, with non-financial transactions like Runes comprising a surprising 63% of Bitcoin transactions since the halving.
- The inclusion of AI in mining operations is allowing miners to diversify their business lines, potentially leading to a return of the lending market in 2025.
- Galaxy has revised its end-of-year hashrate target upward, signaling bullish growth, especially among public miners who aim to significantly increase their total hashrate by the end of the year.
Crypto Mortgages Are Here
Duration: 00:11:51
June 27, 2025
- The US Federal Housing Finance Agency (FHFA) has directed Fannie Mae and Freddie Mac to prepare to consider cryptocurrency as an asset in mortgage risk assessments.
- Borrowers may soon be able to use their crypto holdings, likely starting with Bitcoin and stablecoins, to qualify for mortgages without needing to sell their assets.
- Fannie Mae and Freddie Mac are now tasked with submitting proposals to the FHFA detailing how they will implement this directive, potentially leading to a significant shift in crypto adoption within the finance sector.
The Central Banks Strike Back on Stablecoins
Duration: 00:11:21
June 26, 2025
- The Bank of Russia is testing stablecoins pegged to real assets in a regulatory sandbox but does not intend for them to function as a means of payment or replace traditional currency.
- Binance is expanding access to crypto by allowing European clients to purchase coins directly by binding Visa cards to their accounts, which may significantly change market liquidity.
- Recent leadership changes at Bakkt, with executives having ties to major financial institutions and crypto exchanges, highlight the increasing interconnectedness and potential influence of "big money" in the cryptocurrency space.
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