Bitcoin surged above $85,000 after finally clearing the roughly $83,000 level that both Matt and Craig Cobb have been watching. Craig explains that the breakout does not automatically create a monthly Bitcoin uptrend, but it does eliminate the existing downtrend and moves Bitcoin into a no-trend higher-time-frame structure. Total crypto market cap had already made a similar breakout, while Solana and other major altcoins are showing stronger cyclicity and trends. Matt's next question is whether roughly $83,000 can now become support. 

The rally was supported by falling oil prices, a retreat in the 10-year Treasury yield, renewed ETF inflows and a huge short squeeze, with about $648 million in crypto shorts liquidated. Beyond price, Coinbase is seeking approval for single-stock perpetual futures, ZetaChain voted to wind down its Layer 1 and migrate to Solana, the CFTC is moving ahead with crypto rulemaking after CLARITY failed, and Polymarket is facing serious questions over fraud and compliance. Matt remains constructive but cautious, arguing that the breakout becomes significantly more convincing if Bitcoin can turn the low-$80,000 range from resistance into support. 

Happy HODLing

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Bitcoin moved back toward $78,000 as spot ETF flows returned to positive territory, although Matt argues the market remains sideways rather than in a confirmed recovery. The bigger structural story is the SEC's new five-year innovation exemption for tokenized U.S. stocks, which requires tokenized shares to carry the same ownership rights as their traditional counterparts. Traditional finance continues moving deeper into blockchain infrastructure even as corporate Bitcoin purchasing has slowed. 

Prediction markets are also becoming increasingly important and increasingly controversial. Matt discusses a listener's proposal to emphasize knowledge and consumer protection rather than prohibition, his prior research into apparently coordinated wallet activity in Ohio political markets, and the Ninth Circuit's ruling involving Kalshi on tribal lands. He also examines AI-assisted cybersecurity and Andrew Yang's unverified account of self-replicating AI code on the open internet, while raising his own concerns about the growing role private AI platforms play in political research and expression. 

Happy HODLing

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Bitcoin remained around $77,000 after the Federal Reserve delivered its widely expected 25-basis-point rate hike, with Matt arguing that the decision itself had already been priced into markets. The more important issue now is weakening demand, including softer ETF flows, on-chain inflows, stablecoin growth and corporate treasury purchases. Matt continues to view Bitcoin as sideways unless it decisively loses roughly $76,000, which would put the $72,000 area back into focus. 

Institutional crypto infrastructure continues expanding despite the CLARITY Act's failure. Circle launched Arc with more than 100 applications and institutional participants, while Deutsche Bank plans to launch regulated digital-asset custody in Europe. Congress is also continuing work on crypto tax and Bitcoin-reserve legislation, while Zcash rallied sharply following renewed institutional attention to privacy. 

Happy HODLing

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The Senate failed to advance the CLARITY Act in a 49-50 cloture vote, well short of the 60 votes required. Democrats centered their opposition on ethics concerns surrounding President Trump's crypto businesses, while Republicans argued they had already incorporated 126 substantive Democratic requests. Three Republicans opposed advancement on substantive grounds, while Thom Tillis switched his vote for procedural reasons that preserve the possibility of reconsideration. Matt argues that Trump's crypto interests gave Democrats an obvious political opportunity, while also questioning provisions designed to protect banks from stablecoin competition. 

The failure leaves major questions unresolved for altcoins, exchanges, DeFi, tokenized assets and developers, even as Bitcoin already operates under a more established regulatory framework. Fairshake enters the midterms with more than $112 million available, but there is no evidence yet that it will simply abandon Democrats for Republicans. Matt's broader conclusion is that CLARITY's failure is a political and regulatory setback, not the end of crypto. The technology, investment and financial experimentation underlying the industry continue regardless of what happened in the Senate. 

Happy HODLing

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Bitcoin slipped below $77,000 as the 10-year Treasury yield moved above 5%, oil remained above $100 and markets heavily priced a 25-basis-point Fed rate hike for Wednesday. ETF flows have also weakened after the large inflows earlier this month. Matt remains cautious, arguing that expensive money, persistent inflation and geopolitical energy pressure create a difficult environment for Bitcoin and other risk assets. 

The Senate's 2:15 p.m. Eastern CLARITY Act vote is today's major crypto catalyst. The procedural vote requires 60 senators, meaning Republicans need support beyond their 53-seat conference. Matt supports clearer crypto rules and stronger ethics provisions around public officials, but argues that stablecoin regulation should not become a mechanism for protecting banks from legitimate competition. He also sees the emerging push to slow AI development as a potential economic and geopolitical risk if U.S. restrictions move faster than those of competing countries. 

Happy HODLing

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Craig starts the week largely in cash after last week's CPI and PPI volatility produced a massive Bitcoin whipsaw capable of stopping out traders on both sides of the market. Bitcoin remains consolidated roughly between $76,000 and $82,000, while the total market cap is similarly directionless. With no clean trend or compelling structure, Craig sees no reason to force a trade simply for the sake of having a position. 

The bigger concern is event risk, with the CLARITY Act procedural vote followed closely by the FOMC rate decision and accompanying Fed language. Craig explains why he avoids holding short-term trades through major binary events and distinguishes probability-based trading from gambling on an unpredictable announcement. Even if a strong setup appears before those events, he would not want to carry it into the volatility. For now, his most important trade is patience. 

Happy HODLing

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Bitcoin remains around $78,000 as oil trades above $100, the 10-year Treasury yield flirts with 5% and markets prepare for Wednesday's Fed decision. Matt remains cautious on Bitcoin's near-term outlook and still considers the current movement part of the same broad sideways range until Bitcoin can decisively break through the low $80Ks and establish $80,000 as support. 

The CLARITY Act also faces a major procedural test this week, with stablecoin yield emerging as a key fight between crypto companies and traditional banks. Matt argues that regulators should distinguish genuine consumer protection from rules designed to insulate incumbents from competition. He applies the same concern to AI, arguing that legitimate safety risks should not become justification for allowing a small group of dominant companies to create a regulatory structure that locks out open-source development and smaller competitors. 

Happy HODLing

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Bitcoin reversed sharply from roughly $76,000 to above $78,000 even as August PPI rose 5.4% year over year, CPI increased 0.4% for the month, oil remained above $100 and the 10-year Treasury yield approached 5%. Matt argues that the rally may reflect markets gaining certainty about the Fed, but he still considers roughly $76K through the low $80Ks the same broad Bitcoin price range rather than evidence of a new trend.

Researchers also cut by more than half a benchmark for the quantum resources needed for a key operation involved in a potential future attack on Bitcoin and Ethereum cryptography. The research does not mean either network can be cracked today, but Matt sees the combination of improving quantum hardware, more efficient algorithms and AI-assisted research as another reason crypto developers should accelerate post-quantum preparations before the threat becomes practical.

Happy HODLing

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Bitcoin fell toward $76,900 as the 10-year Treasury yield climbed to roughly 4.87%, but the bigger stories are happening around crypto infrastructure. Nasdaq is investing $100 million in Kraken parent Payward, PayPal is working on infrastructure for customized stablecoins, Visa says its stablecoin settlement business has surpassed $20 billion, and MetaMask is preparing to become a standalone company focused on a much broader range of consumer financial services.

Bitcoin and Ethereum developers are also accelerating preparations for post-quantum cryptography as IBM and other companies pursue increasingly capable quantum systems. Matt argues that nobody can confidently predict the exact quantum timeline, particularly as increasingly capable AI systems could accelerate research, and that crypto should migrate toward quantum-resistant security before an actual threat emerges rather than waiting until the problem becomes urgent.

Happy HODLing

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Bitcoin remains trapped in consolidation, but Craig is watching $82,811 as the critical level that would end Bitcoin's monthly downtrend. The total crypto market cap has already broken its corresponding level around $2.72 trillion, while altcoins are leading with a monthly higher low and higher high. Craig also continues watching Bitcoin's highly cyclical three-month structure, which he says has historically preceded a new bull market after the relevant high was broken 11 out of 11 times. 

Craig then breaks down how he searches for trades when a clean higher-time-frame trend doesn't immediately provide his preferred entry. Using WLD as an example, he combines four-hour cyclicity with lower-time-frame horizontal resistance, requiring at least three touches and preferring higher lows building underneath the level. Rather than forcing a position, he waits for either a valid breakout or his cyclical trend-following setup, stacking multiple structural factors to improve the probability of a successful trade. 

Happy HODLing

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Podcast Summary

Bitcoin has printed a golden cross and ETF demand remains strong, but Matt still considers the market sideways until Bitcoin either clears roughly $82,000 to $83,000 or loses $75,000. Oil approaching $100, the 10-year Treasury yield above 4.8%, uncertainty surrounding the Fed and questions about whether ETF demand has altered Bitcoin’s traditional four-year cycle all complicate the outlook. Meanwhile, Robinhood’s growing blockchain business and Metaplanet’s sharp decline demonstrate both sides of the leveraged exposure investors can get from Bitcoin-adjacent companies.

The regulatory and technology calendars are also converging. Matt looks at the upcoming CLARITY procedural vote and whether crypto political spending through groups such as Fairshake could influence senators in competitive races. Ethereum is also targeting post-quantum security by 2029, matching the timeframe in which IBM hopes to make major advances in fault-tolerant quantum computing. Matt argues that quantum risk is worth preparing for without pretending every crypto wallet is suddenly vulnerable, while the recent Cronos rollback raises a more immediate question about whether blockchains should ever reverse transactions after major exploits.

Happy HODLing

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Podcast Summary

Bitcoin remains below $80,000 as a surprisingly strong August jobs report, a 4.1% unemployment rate, renewed U.S.-Iran fighting and Brent crude near $97 complicate the outlook for interest rates and inflation. Matt also corrects conflicting weekend reports about the military escalation: U.S. officials say Iranian ballistic missiles targeted an American aircraft carrier and destroyer but did not hit them, after which the United States struck three Iranian oil tankers.

The bigger discussion is technological. GPT-6 Astra dramatically expands what AI agents can do across computers, software, research and cybersecurity, potentially allowing future agents to interact directly with wallets, DeFi and other crypto infrastructure. IBM, meanwhile, is targeting a 200-logical-qubit fault-tolerant Starling quantum computer in 2029. Matt argues that we’re already entering his definition of AGI and that crypto needs to prepare now for a world where increasingly autonomous AI and increasingly capable quantum computers collide with financial infrastructure.

Happy HODLing

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Bitcoin briefly reached roughly $81,900 after spot Bitcoin ETFs attracted approximately $731 million in a single day, Treasury yields eased, and Fed Governor Christopher Waller suggested rates could potentially remain unchanged in September. Matt remains cautious, however, because Bitcoin still hasn't cleared the more important resistance around $82,800. A sustained break there could put $90,000 in play, while roughly $75,700 and $71,000 remain the downside levels he's watching. 

Bitcoin's rally also sent crypto-adjacent stocks sharply higher, including Coinbase, Robinhood, Strategy and Circle, reinforcing Matt's view that these companies can outperform when Bitcoin enters a strong bull move. But the volatility hasn't disappeared: while Matt was preparing the show, Bitcoin fell from above $81,000 toward $79,200 in roughly an hour. With leverage relatively low and ETF demand strong, the setup has improved, but Matt still wants Bitcoin to prove the breakout before declaring the sideways market finished. 

Happy HODLing

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itcoin is trading around $78K, and the price structure is much healthier than it was earlier this summer. The immediate support is roughly $75,674, the critical trend support is around $71,781-$72K, and the long-term 200-week moving average sits down in the mid-$60Ks. On the upside, Bitcoin still needs to break roughly $82,793 before the chart really opens toward $90K and potentially the 2026 high near $98K. 

The bond market is calming today, but yields remain high enough to matter. The larger question is whether heavy government borrowing and enormous AI infrastructure spending are structurally pushing interest rates higher. Meanwhile, oil near the mid-$90s keeps inflation risk alive.

The next checkpoints are straightforward: jobs Friday, PPI September 10, CPI September 11, and the Fed September 16. Those releases are likely to determine whether Bitcoin finally breaks through the $80K-$82.8K resistance zone or drops back toward $75K and $72K.

Happy HODLing.

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Podcast Summary

Wall Street's largest banks are preparing their own stablecoin infrastructure while the London Stock Exchange Group and Kraken work toward tokenized UK stocks. Matt looks at whether bank-issued stablecoins can realistically challenge Tether and Circle, why stablecoin-yield rules could give traditional banks a competitive advantage, and how Robinhood's blockchain activity fits into the broader convergence between traditional finance and crypto-native markets. 

The infrastructure story extends into AI and security. Hut 8's massive data-center agreements show how quickly Bitcoin miners are becoming AI infrastructure companies, while Ripple prepares the XRP Ledger for future quantum threats and Zcash works to make private transactions dramatically faster. Matt also examines the emerging cybersecurity risk from increasingly capable AI systems that can discover vulnerabilities in publicly accessible software, including the smart contracts, bridges and wallets securing billions of dollars in crypto. 

Happy HODLing

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Bitcoin remains around $77,000 to $78,000 as rising global bond yields become the biggest macro story for crypto. U.S. Treasury yields are approaching 4.8%, energy prices remain elevated, and markets are increasingly pricing in another Fed rate hike as Kevin Warsh maintains his focus on inflation. ETF buyers did return Monday with approximately $216.7 million in inflows, but Matt argues Bitcoin still needs to defend the $75K to $77K range and finally establish $80K as support before declaring the bear market finished. 

Meanwhile, Strategy bought another roughly $370 million of Bitcoin, Strive added another $143 million, and ARK Invest increased its exposure to Jack Dorsey's Block. The episode also covers a $75 million Cronos DeFi exploit, George Santos reportedly being banned from Kalshi for trading a market involving himself, Robinhood Chain approaching $1 billion in daily DEX volume, the explosive Artificial Inu trade, and OpenSea bringing Solana NFTs back to its multichain marketplace. 

Happy HODLing

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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.

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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

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Happy Hodling, Everyone.

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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.

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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 £4 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.

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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.

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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.

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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.

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Podcast Show Notes Summary

Strategy 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.

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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.

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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.

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Podcast Show Notes Summary

After 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.

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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.

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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.be

The 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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Crypto markets remain under pressure as Bitcoin hovers around $61,000, but signs are emerging that volatility may be cooling. Matt breaks down the latest market data, including declining derivatives volume, lower liquidation levels, and why some analysts believe Strategy should pause its aggressive Bitcoin buying and rebuild cash reserves before continuing its accumulation strategy.

The episode also covers 21Shares' prediction that Bitcoin could recover to $100,000 by year-end, Standard Chartered's surprisingly bullish long-term outlook for Aave, and growing activity on the Bitcoin network as Rune transactions surge to two-year highs. Matt also examines the Ethereum Foundation's staff reductions and what they signal about the project's future priorities.

Finally, Matt dives into the politics of digital money as Congress advances legislation banning a Federal Reserve CBDC through 2030. While many in crypto celebrate the move, Matt questions whether blocking a government-issued digital dollar while promoting private stablecoins could simply shift control from public institutions to corporations like Circle, Tether, and major banks. The episode closes with a discussion about who should ultimately control the future of digital money and why that debate may be more important than Bitcoin's price action.

Happy Hodling, Everyone.

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Markets were hit with a broad risk-off selloff as more than $717 million in crypto positions were liquidated, dragging Bitcoin below $62,000 and pushing major cryptocurrencies sharply lower. Matt examines why this wasn't just a crypto event, but a market-wide move that also hit technology stocks, AI-related assets, and SpaceX, raising questions about whether investors are reacting to geopolitical risks, institutional positioning, or something else entirely.

The episode also covers Strategy's weakening preferred stock and what it could mean for the company's Bitcoin acquisition strategy, the Senate's passage of a four-year ban on a Federal Reserve CBDC, and Ripple's preliminary MiCA approval in Europe. Matt also explores growing concerns around quantum computing after new government initiatives aimed at preparing for future encryption threats, and what that could eventually mean for Bitcoin, Ethereum, and digital asset security.

Finally, Matt looks at the ongoing SpaceX correction, discusses Craig Cobb's warning that lower Bitcoin lows may still be ahead, and asks the question many investors are wondering this morning: if everything is selling off at once, what does the market know that we don't?

Happy Hodling, Everyone.

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Craig Cobb focuses this week on a market many crypto investors overlook: the U.S. Dollar Index. After breaking above major resistance around the 100 level, Craig believes the dollar may be beginning a larger move higher toward 106. Historically, stronger dollar environments have created pressure for equities and other risk assets, leading him to question whether Bitcoin could face another leg lower if the trend continues.

On the crypto side, Craig remains cautious. Bitcoin continues struggling below key resistance around $65,000, and while a move above roughly $67,300 could shift the daily trend back to bullish, he believes the probabilities still favor downside for now. Across the broader market, assets like Cardano, Dogecoin, Solana, and XRP remain trapped below important resistance levels, with Tron standing out as one of the few exceptions showing relative strength.

Craig's message remains simple: trade the trend, not the narrative. While last week's decline created profitable opportunities for traders, the market is now sitting in what he calls "no man's land." Until clearer trends emerge, he believes patience, risk management, and waiting for high-probability setups remain the best strategy.

Check Craig out at:

Market Intern: https://marketintern.com/

The Grow Me Co: https://www.thegrowmeco.com/

Happy Hodling, Everyone.

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Matt opens the show with a Father's Day recap, a local car show, and a reminder that some classic American cars still turn heads decades later. He then dives into growing concerns around Strategy's Bitcoin financing model, explaining why the company's preferred stock performance matters for its ability to continue accumulating Bitcoin and supporting the broader treasury-company narrative.

The episode also explores the escalating battle over stablecoin regulation, from the Bank of England's new framework to the ongoing fight between federal and state oversight in the United States. Matt discusses the tension between state-level competition and national regulatory consistency, while examining new compliance requirements being proposed for stablecoin issuers.

Finally, Matt covers the latest crypto security breaches, including exploits affecting Taiko and the JaredFromSubway.eth MEV bot, highlights a Japanese pension fund allocating capital to crypto, and reflects on how the industry's biggest debate may no longer be about Bitcoin itself, but about who controls the financial rails being built around stablecoins and digital assets.

Happy Hodling, Everyone.

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Kevin Warsh held rates steady but surprised markets by signaling that rate hikes remain on the table, with nine of eighteen Fed officials now projecting at least one increase this year as inflation concerns persist. Matt also examines why Strategy's preferred stock falling below its target value could create challenges for the company's Bitcoin acquisition machine, and why a stronger U.S. dollar continues acting as a headwind for crypto markets.

The episode also covers Hive's $220 million AI infrastructure deal, Cathie Wood buying Coinbase while selling Robinhood, new efforts by gambling and tribal groups to limit prediction markets, and the latest developments in the ongoing FTX political finance cases. Finally, Matt explains how buying a camper unexpectedly led to purchasing a 2017 Lexus GX460, shares his first-time camping plans, and reflects on the surprisingly successful run of his old Subaru.

Happy Hodling, Everyone.

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Craig says Bitcoin did exactly what he expected, breaking below the critical $74,000 support level and quickly falling through $65,000. He believes both the weekly and monthly charts now confirm a downtrend, with lower highs and lower lows pointing toward the possibility of further downside before a true bottom is established. While he's not trying to predict the exact low, Craig says he'd become an aggressive buyer in the $50,000–$55,000 range and would be even more interested if Bitcoin fell into the mid-$40,000s.

Despite the bearish outlook, Craig believes Bitcoin is becoming stretched to the downside and could see a relief rally back toward $65,000 in the near term. He also highlights similar bearish structures across Ethereum, Cardano, Solana, and Bitcoin Cash, noting that Cardano produced one of the cleanest short setups of the week. His message remains consistent: follow the trend, manage risk, and focus on high-probability setups rather than trying to pick tops and bottoms.

Check Craig out at:

Market Intern: https://marketintern.com/

The Grow Me Co: https://www.thegrowmeco.com/

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Matt opens the show by examining the SpaceX IPO frenzy and the staggering scale of Elon Musk's reported trillion-dollar net worth, arguing that most people underestimate the difference between millions, billions, and trillions. He explores what that level of wealth means in terms of influence, ownership, and market power, while reflecting on why investors continue pouring capital into AI and aerospace companies.

On the crypto side, the episode covers BlackRock's new Bitcoin income fund, the launch of a privacy-focused institutional DeFi yield product on Ethereum, congressional efforts to block a U.S. CBDC, and growing stablecoin adoption in countries like Nigeria. Matt also explores a larger question facing the industry: crypto's infrastructure is maturing rapidly, but when will Bitcoin, Ethereum, and blockchain technology become products that ordinary people use every day rather than assets people simply trade and hold?

Happy HODLing, Everyone.

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Matt opens the show discussing the ongoing SpaceX IPO frenzy, admitting a serious case of FOMO as the stock surged from its $135 allocation price to over $200 in just a few days. He breaks down why some Daily Crypto News listeners made quick gains, why he's still skeptical of chasing it here, and whether SpaceX's growing AI ambitions could justify its massive valuation.

The episode also covers Bitcoin holding around $66,000 despite renewed optimism, BlackRock's new Bitcoin Income Fund going live, Bybit launching options trading for Tether Gold, and Hyperliquid processing $1.4 billion in SpaceX-related trading volume. Matt also examines today's Federal Reserve meeting under Chair Kevin Warsh, the Netherlands' proposed unrealized gains tax, XRP giving back recent gains, and why it's far too early to declare a new crypto bull market.

Happy Hodling, Everyone.

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SpaceX officially debuted on public markets, and Matt discusses how several Daily Crypto News listeners successfully traded the IPO while asking whether the stock's long-term potential justifies its massive valuation. He also covers Strategy's latest $100 million Bitcoin purchase, Ark Invest's growing SpaceX position, and why institutional buying continues to support Bitcoin's recovery above $66,000.

The episode also explores crypto exchanges expanding into tokenized stocks and commodities, the Fed's upcoming rate decision under new Chair Kevin Warsh, Japan's expected rate hike, and the SEC's latest efforts to create exemptions for tokenized securities. Finally, Matt examines World Liberty Financial's USD1 stablecoin being used for UFC fighter bonuses, concerns over unrealized gains taxes in the Netherlands, and why crypto continues to compete with AI and SpaceX for investor attention.

Happy Hodling, Everyone.

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SpaceX finally debuts on public markets as investors weigh whether the IPO will pull capital away from Bitcoin, AI, and other speculative assets. We also cover Metaplanet's latest Bitcoin expansion, new U.S. crypto enforcement efforts, Japan's push toward crypto ETFs, and why prediction markets could see massive growth during the 2026 World Cup. Plus, miner capitulation is back in focus as Bitcoin holds near $63,000 amid continued market fear.

Happy Hodling, Everyone.

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Today we cover the continued institutionalization of crypto as BlackRock moves closer to launching a Bitcoin income ETF, Japan advances legislation that could pave the way for crypto ETFs, and the CFTC proposes new oversight rules for prediction markets. We also examine the rapid growth of real-world asset tokenization, which has now reached nearly $29 billion, alongside a stablecoin market that has expanded to roughly $320 billion.

Matt also discusses Singapore's DBS Bank launching tokenized gold products, why tokenization may be the most important trend in crypto today, and whether a potential SpaceX IPO could pull speculative capital away from Bitcoin, AI, and other risk assets. Finally, we review the latest crypto prices, Bitcoin's recovery above $62,000, and why the real story may not be price action at all, but the continued buildout of crypto infrastructure happening behind the scenes.

Happy Hodling, Everyone.

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Bitcoin remains under pressure as investors await the latest CPI report, with economists expecting inflation to rise to 4.2% year-over-year and core inflation approaching 3%. While inflation remains elevated, Matt argues that the bigger story is where capital is flowing. Bitcoin ETF demand has weakened throughout 2026 as investors chase AI-related opportunities, with billions leaving crypto funds while money pours into companies like Anthropic, OpenAI, and potentially a future SpaceX IPO. Matt also discusses why Bitcoin breaking below its 200-week moving average could signal a deeper bear market, why having dry powder matters, and why he believes Bitcoin spending time around $45,000 would not be surprising.

The episode also explores the growing stablecoin race, with major Japanese banks and U.S. financial institutions developing tokenized deposit and stablecoin systems. Matt argues that stablecoins were always the real CBDC story and warns that the future of money may increasingly be controlled by private corporations rather than governments. He also examines the shutdown of Bitcoin Layer 2 project Botanix, using it as an example of how good ideas can fail when launched at the wrong time, drawing parallels to Andrew Yang's early warnings about AI and automation.

Finally, Matt reviews the latest crypto prices, discusses why today's "Extreme Fear" reading feels more like frustration than true panic, and makes the case that crypto's biggest challenge is no longer survival but competition. AI, SpaceX, robotics, and emerging technologies are all competing for the same investment dollars, forcing crypto to fight for attention in a way it hasn't had to for years.

Happy Hodling, Everyone.

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After a week away in New York, Matt returned to Daily Crypto News with a simple observation: Bitcoin at roughly $62,000 does not inspire confidence when it was trading near $85,000 just a month ago. Yet despite the fear, some major players are still buying.

Michael Saylor made headlines again after Strategy purchased approximately 101,550 Bitcoin between June 1 and June 7, adding roughly $101 million worth of BTC to its balance sheet. At the same time, many investors are pointing to the upcoming SpaceX IPO as a possible reason for crypto's recent weakness. The theory is that investors are pulling capital out of risk assets, including crypto, to position themselves for what could become one of the largest and most anticipated public offerings in years. Matt questioned whether that narrative fully explains the downturn but acknowledged that demand for SpaceX appears enormous, especially if the company quickly becomes eligible for inclusion in major retirement and index-based investment portfolios.

The broader financial system continues moving toward blockchain-based infrastructure. According to reports, major U.S. banks including JPMorgan, Bank of America, Citigroup, and Wells Fargo are working on a tokenized deposit system expected to launch by the first half of 2027. Rather than fighting stablecoins outright, banks appear to be creating their own blockchain-based alternatives that allow deposits to move around the clock while keeping customers inside the traditional banking system. In Matt's view, the next major battle may no longer be crypto versus banks. Instead, it may be stablecoins versus tokenized bank deposits.

Meanwhile, regulators in the United Kingdom continue debating stablecoin oversight. Lawmakers are reportedly pushing the Bank of England to relax some proposed restrictions, including caps on holdings and reserve requirements. The central bank remains concerned that large-scale stablecoin adoption could drain deposits from traditional banks and create stress within the broader financial system.

Security remained a major theme this week. Humanity Protocol's H token collapsed after attackers allegedly stole private keys connected to the project, draining roughly $32 million from just 17 wallets. The token fell from approximately $0.67 to $0.13 and briefly touched $0.05 during the panic. Blockchain investigator ZachXBT publicly questioned the team's explanation, suggesting the incident may deserve additional scrutiny. While no evidence has emerged proving internal wrongdoing, the event highlights how quickly confidence can disappear when projects fail to clearly explain major security failures.

Artificial intelligence also entered the spotlight after researchers discovered that an AI model identified a four-year-old bug in Zcash that could have enabled unlimited token creation. The vulnerability was fixed before being exploited, but the discovery highlights a new reality for crypto security. AI systems are becoming increasingly capable of reviewing code bases and identifying flaws that human developers may have overlooked for years. As these tools improve, they could become one of the most powerful auditing resources available to blockchain projects.

Despite the negativity, Bitcoin has managed to rebound above $63,000 after its recent selloff. The asset remains down roughly 50% from its October 2025 highs, and opinions are sharply divided on what comes next. Some analysts believe another leg lower into the $50,000 or even $40,000 range remains possible. Others argue that after a drawdown of this magnitude, the risk-reward profile has become increasingly attractive. Matt noted that many investors are beginning to dollar-cost average back into the market, reasoning that buying Bitcoin at $63,000 after a 50% correction may prove to be a better long-term bet than waiting indefinitely for a perfect bottom.

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Matt opened the show with a simple message: if you're a long-term holder, this is probably the time to close CoinMarketCap, shut down the computer, and go enjoy your life. Bitcoin briefly touched roughly $61,500 after trading near $85,000 just two weeks earlier, while Ethereum fell below $1,800. The market was hit with approximately $1.76 billion in liquidations over a 24-hour period, and ETF outflows have now stretched to thirteen consecutive sessions, totaling roughly $4.4 billion since mid-May. 

Matt described the recent price action as a classic "dead cat bounce," where a market crashes so hard that it temporarily rebounds before settling lower. While some analysts, including Standard Chartered, have suggested the bottom may be close, Matt remains skeptical. His view is that a 50% drawdown from all-time highs does not automatically mean the pain is over. Historically, Bitcoin has experienced even deeper corrections, and he cautioned that another significant leg lower remains possible. 

A major point of discussion was Strategy (formerly MicroStrategy) and the growing speculation surrounding its massive Bitcoin holdings. Prediction markets are increasingly focused on questions surrounding Strategy's future purchases, index inclusion, and financial stability. While Matt does not believe the company is facing an imminent crisis, he noted that any meaningful Bitcoin sales by Strategy would inject significant liquidity into an already fragile market and could intensify downward pressure on price. 

Matt also reflected on the emotional reality of crypto bear markets. No matter how committed someone is to Bitcoin, prolonged drawdowns eventually test everyone's conviction. Even the most bullish investors experience moments of doubt. His advice remains the same as it has been throughout previous cycles: if you're a believer in the long-term thesis, continue dollar-cost averaging if it fits your plan, avoid emotional decisions, and remember that bear markets are designed to make people question everything. 

By the end of the episode, Bitcoin was trading around $63,460, Ethereum near $1,772, XRP at $1.17, and Solana below $70. The overall crypto market capitalization had fallen to roughly $2.2 trillion, while the Fear & Greed Index registered an "Extreme Fear" reading of 19. Matt argued that true capitulation may not have arrived yet. In his view, the real bottom typically comes when investors become completely despondent and the broader market once again declares that Bitcoin is dead. Until then, his message was simple: enjoy the weekend, spend time with family, and don't let the charts control your life. 

Summary: Bitcoin's sharp decline, record ETF outflows, and extreme fear readings have pushed the market deeper into bear-market territory. While some analysts believe a bottom may be forming, Matt remains cautious, warning that further downside is still possible and encouraging investors to focus on long-term discipline rather than short-term panic. 

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Craig Cobb says the market continues to look overwhelmingly bearish, and from his perspective, the recent price action has only reinforced that view. While many investors disappear when prices fall, Craig says these are the periods that get him most excited because they create opportunities for long-term accumulation. Having remained largely in cash throughout the downturn, he is now watching closely for signs that Bitcoin could offer a more attractive reentry point.

The key level Craig continues to focus on is the $74,000 area. This zone previously acted as major resistance before becoming support following President Trump's election victory rally. Last week, Bitcoin broke below that level and has since struggled to reclaim it. On both the daily and weekly charts, Craig sees a clear pattern of lower highs and lower lows, with the two-week timeframe also showing what he considers a textbook downtrend. To him, the trend remains firmly bearish until proven otherwise.

Craig is also paying close attention to the monthly chart. May closed as a bearish month after Bitcoin failed to hold above $80,000, and he believes a break below the May low near $72,460 could open the door for significantly more downside. While he is not predicting that Bitcoin will revisit previous cycle lows, he does believe momentum could accelerate if key support levels fail. Rather than rushing back into the market, he remains comfortable holding cash and waiting for better opportunities.

Ethereum continues to be one of Craig’s biggest concerns. He notes that Ethereum showed weakness long before Bitcoin rolled over and has now fallen below the psychologically important $2,000 level. Because Ethereum often serves as a barometer for the broader altcoin market, its continued weakness suggests that altcoins may struggle to gain meaningful traction. Projects like Cardano, Solana, XRP, Dogecoin, and Bitcoin Cash all continue to show bearish structures, with Bitcoin Cash suffering some of the most severe losses in recent weeks.

One notable exception is Hyperliquid. Craig highlighted Hyperliquid as one of the strongest performers in the entire crypto market, pointing to its revenue generation model and token buyback mechanism as key drivers behind its continued strength. While most of the market remains under pressure, Hyperliquid has continued making new highs and attracting significant capital.

Looking at broader market indicators, Craig notes that Bitcoin dominance has fallen sharply, but not because altcoins are thriving. Instead, Bitcoin itself has weakened relative to the broader market. Total crypto market capitalization continues to look fragile, and Craig believes many altcoin holders have simply reached a point of exhaustion, holding positions despite large losses rather than actively selling.

For now, Craig’s outlook remains straightforward. The trends across nearly every major timeframe continue pointing lower. He is watching closely to see whether Bitcoin breaks the May monthly low, which could trigger another significant leg down. Until the charts show otherwise, he believes patience remains the best strategy.

For deeper market analysis and Craig’s weekly outlook, visit The Grow Me Co.

For Craig’s trend scanner and trading tools, check out Market Intern.

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Craig Cobb says Bitcoin is approaching a critical moment after last week’s sharp volatility tested one of the most important support zones on the chart. The recent selloff bounced almost perfectly off the old $74,000 breakout level from late 2024, the same area where Bitcoin first launched toward $100,000 after President Trump’s election victory. That bounce helped stabilize the weekly structure and potentially form a higher low, but Craig stresses that Bitcoin is still technically locked inside a daily downtrend until it can decisively break above recent highs and reverse momentum.

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The episode also features an in-depth market analysis from Craig Cobb, who warns that Bitcoin’s technical structure is beginning to weaken again after failing to hold a recent rally. Craig explains why he believes equities, macroeconomic uncertainty, and global liquidity conditions remain critical drivers for crypto prices moving forward. He also outlines why he is staying cautious, watching for further downside, and focusing on short-term structured trading setups rather than aggressively buying into current market conditions.

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Summary

Bitcoin Update: Bitcoin holds above $80,400 amid rising geopolitical tensions and oil prices, with traders watching today’s U.S. inflation data for directional cues.

Ethereum Momentum: Spot Ethereum ETFs saw their strongest single-day inflows in over a month, led by BlackRock and Fidelity, signaling growing institutional interest in ETH.

Ripple Expansion: Ripple launched RLUSD in five new European countries with local bank partnerships to support cross-border payments and tokenized treasury services.

Institutional Move: A major European asset manager launched a new Bitcoin and Ethereum custody solution targeted at institutional clients.

Security Incident: A DeFi protocol on Solana lost ~$38 million in a flash-loan and oracle manipulation attack, one of the largest exploits on the network recently.

Major Funding & Partnerships: AetherFi (AI-powered lending protocol) raised $120 million last week and announced a new integration with Chainlink for real-time risk pricing.

Hot Presales: IONIX CHAIN raised an additional $12 million and Mutuum Finance closed its latest round at $9.4 million, showing continued retail interest in early-stage projects.

Altcoin Watch: Analysts are highlighting five altcoins with strong setups — Chainlink (LINK), Kaspa (KAS), Sui (SUI), NEAR, and Bittensor (TAO) — that could see significant breakouts if Bitcoin holds above $80K.

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