Episoder
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Matt breaks down why the pro-crypto order signed by U.S. President Donald Trump is such big news and how the DeepSeek AI news is shaping the crypto market. He also covers MicroStrategyâs latest Bitcoin buy, significant altcoin news, and more.
Key Takeaways
Bitcoin (BTC) held above $100,000 despite a significant sell-off in stock markets, particularly in the tech sector. We still expect prices to climb a lot higher this year, partially due to the arrival of the first pro-crypto administration in the U.S.U.S. President Donald Trumpâs first week in office was widely celebrated in the crypto space. It eliminated any uncertainty surrounding whether Trump would deliver on his pro-crypto campaign promises.MicroStrategy purchased another 10,107 BTC for $1.1B between January 21 and 26, bringing its holdings to 471,107 BTC. The company is expected to continue accumulating for the foreseeable future. -
We believe Bitcoin (BTC) and the overall crypto market are primed to continue climbing throughout 2025, partially due to the arrival of the first pro-crypto administration in the U.S.U.S. President Donald Trumpâs first week in office was widely celebrated in the crypto space. It eliminated any uncertainty surrounding whether Trump would deliver on his pro-crypto campaign promises.BTC dominance has returned to 59% after having slid to 56% at the start of this month. While we still believe the fabled âalt seasonâ will arrive, we do not expect the upside to be as extreme as prior bull markets.For our 2025 outlook, watch the video recording from 38:00. For more, scroll through our content feed for our individual 2025 outlooks on the Member Platform.
Timestamps:
00:00 Intro and disclaimer
04:55 Market overview
42:45 Topic in focus
1:04:00 Live Q&A -
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Matt breaks down the inauguration of U.S. President Donald Trump and what it meant for the crypto market. With Trump expected to continue delivering on his pro-crypto promises over the coming days, Matt also shares his short-term outlook for Bitcoin and the crypto market.
Key Takeaways
Bitcoin (BTC) hit an all-time high above $109,000 prior to Inauguration Day. On the day, Trump failed to mention crypto in any of his speeches. Of the executive orders he signed, none were related to crypto, likely contributing to a slight sell-off.We remain optimistic that Trump will sign multiple crypto executive orders this week. Should this not eventuate, weâd still expect these to come in Trumpâs first 100 days in officeâas opposed to not at all.Trump launched a memecoin days before being inaugurated, as did First Lady Melania Trump. Both were launched on Solana and attracted several billion in volume. -
Matt breaks down the recent decline in the crypto market, whether the U.S. government will sell its large stash of Bitcoin and MicroStrategyâs continued buying of Bitcoin. He also explains what crypto investors can expect in relation to U.S. President-elect Donald Trumpâs upcoming inauguration.
Key Takeaways
Crypto prices fell as the market adjusted to the growing likelihood that the U.S. will announce fewer rate cuts in 2025 than initially anticipated. We still expect prices to climb much higher this year.The market feared the U.S. government was going to sell a large amount of BTC last week. At the time of writing, this BTC has not been moved.U.S. President-elect Donald Trump will be inaugurated early next week. The crypto market will be closely monitoring any crypto-related announcements from Trump and his team. For what itâs worth, The Washington Post reported this week that Trump is expected to issue executive orders related to crypto policies on his first day in office.XRP (XRP) and Sui (SUI) have been notable outperformers amid this latest market sell-off. -
Join Matt and Nick as they review the year that was for crypto. They discuss the standout blockchains, highlights such as the U.S. election and the rise of Polymarket, as well as the biggest wins and losses in the market. The conversation also covers valuable lessons learned, unexpected events, and the most impactful crypto apps of the year. They close by sharing which projects they believe are in for an exciting 12 months.
Key Takeaways
Solana and Base emerged as leading blockchains in 2024.Highlights from the year included the U.S. election outcome and BlackRockâs continued expansion into crypto.Our biggest winners of 2024 were Solana and patient investors who survived Q2 and Q3, a period in which many sold prematurely.Our biggest losers of 2024 were crypto gaming and Makerâs botched rebrand.Memecoins experienced unprecedented growth in 2024., hitting an all-time high as a sector. ai16z (AI16Z) and Uniswap (UNI) are two projects that look poised for a big 2025 -
Join Matt and Nick as they discuss the recent crypto market dip, the impact of the U.S. central bankâs latest policy update, MicroStrategy buying more Bitcoin, various altcoin updates, and more.
Key Takeaways
Large entities (e.g. MicroStrategy, Marathon, Hub 8) continue to accumulate Bitcoin (BTC). Expect this source of buy-side demand to continue for the foreseeable future.Speculation is mounting over which altcoin will be next to get a spot ETF approval in the U.S. While smaller ETF issuers will keep applying for various altcoin ETFs, itâs hard to get too excited without BlackRock doing the same.This weekâs altcoin news featured Avalanche (AVAX), Pengu (PENGU), Uniswap (UNI), Hyperliquid (HYPE) and others.Timestamps:
00:00 Intro & market update
02:55 Crypto investment product flows
04:30 More BTC demand side buying
07:30 FTX distributions
09:20 German bank building an L2
12:00 Will we see a wave of ETFs next year?
15:10 Altcoins news (AVAX, ENS, UNI & PENGU)
22:05 Altcoins news (Alternative L1s & Open Sea)
30:00 Over & under-appreciated -
Join Matt and Nick as they discuss Bitcoin at fresh all-time highs, Electric Capitalâs annual developer report and AMP buying Bitcoin. They also discuss various altcoin updates from NEAR Protocol (NEAR), Avalanche (AVAX) and others.
Key Takeaways
Bitcoin (BTC) hit an all-time high, partially due to continued buying from MicroStrategy, which officially entered the heavily traded Nasdaq 100 index.AMP invested $27M AUD worth of BTC, making it the first major superannuation fund to buy into an asset class that has previously been shunned by big fund managers.Electric Capitalâs annual developer report showed strong growth in Solanaâs developer ecosystem, while the number of developers fell by 7% compared to a year ago.The past week featured various altcoins updates, including projects such as Ethena (ENA), Jupiter (JUP), Ethena (ENA) and Avalanche (AVAX).Timestamps:
00:00 Intro & market update
03:15 ETH ETFs show sign of life
04:35 Bitcoin treasury votes and strategic reserves
06:00 2024 Electric Capital Developer Report
11:25 Should crypto be concerned over quantum computing breakthroughs
16:30 MicroStrategy enters Nasdaq 100
18:45 AMP becomes first Aussie super fund to invest in crypto
21:20 Trump-associated World Liberty Financial buys ETH tokens
24:00 Altcoin news (Pump.Fun, Near, Jupiter, Avalanche, Ethena)
31:40 What to look forward to this week
32:50 Over & under-appreciated
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Join Matt and Nick as they discuss Bitcoin's historic rise above $100,000 and the potential for a strategic Bitcoin reserve in the U.S. They also touch on the resurgence of older cryptocurrencies, President-elect Donald Trumpâs latest pro-crypto appointments, and more.
Key Takeaways
Bitcoin (BTC) surpassed $100,000 for the first time, a significant milestone for the leading cryptocurrency.Older cryptocurrencies, or 'dino coins', are seeing renewed interest.Whether the U.S. government establishes a strategic BTC reserve remains the most important variable affecting the rest of this bull market.President-elect Donald Trump continued to make pro-crypto appointments last week by way of Paul Atkins and David Sachs. Atkins will be chair of the SEC and Sachs will be the White House A.I. & Crypto Czar. -
Join Matt and Nick as they discuss the recent fluctuations in the crypto market, focusing on Bitcoin's near approach to $100,000 and the significant rally in altcoins, particularly XRP. They also explore Ethereum's ETF developments, MicroStrategy's continued Bitcoin accumulation, and more.
Key Takeaways
Bitcoin (BTC) failed to surpass $100,000 despite MicroStrategy and Marathon buying more than $2B worth of BTC in recent days.When measured against BTC, altcoins had one of their strongest weeks of the year. The standout performer was XRP, which nearly doubled in value over the past week.The market is every chance to consolidate for at least a few weeks after such an aggressive rally. However, we still believe the market is poised for higher highs in 2025.Hyperliquid (HYPE) executed the largest airdrop to date. At one stage, the median average of the HYPE airdrop was worth $30,000 USD. -
Join Matt and Nick as they discuss Bitcoin hitting fresh all-time highs of nearly $100,000, MicroStrategy buying more BTC, options for Bitcoin ETFs, Aus Crypto Con 2024, Gary Gensler stepping down as SEC chair, spot Solana ETF news, and more.
Key Takeaways
Bitcoin continued to climb, surpassing $99,000 for the first time before retracing to the early $90,000s.MicroStrategy made its largest BTC purchase to date, adding $5.4B worth throughout mid-November. It now holds 386,700 BTC and plans to keep accumulating.SEC Chair Gary Gensler said he would step down on January 20. This was widely celebrated by the industry, given Genslerâs hostility toward crypto in recent years.The launch of Bitcoin ETF options in the U.S. was met with unprecedented interest and volume.Market sentiment is showing some signs of euphoria, reminiscent of previous bull runs, with crypto apps surging up the App Store rankings. -
Join Matt and Nick as they discuss Bitcoin hitting fresh all-time highs, Ethereum Devcon 2024, the Republicans winning both houses, Trumpâs plan for a Bitcoin reserve, and more.
Key Takeaways
Bitcoin continued to hit fresh all-time highs last week, surpassing $90,000 for the first time.Ethereum's Devcon showcased important developments for the blockchain's future. Meanwhile, ETH continued to underperform.The Republicans officially completed a âred sweepâ, taking control of both the U.S. Senate and House of Representatives. Ultimately, this should make it somewhat easier for crypto-friendly laws to pass.Among the other altcoin updates covered: ENS announcing an Ethereum L2 and Maple launching its SYRUP token. -
Join Matt and Nick as they discuss how Donald Trumpâs victory in the U.S. election impacts the outlook for Bitcoin (BTC) and the crypto market more broadly.
Bitcoin (BTC) hit an all-time high above $80,000 after Donald Trump convincingly won the U.S. election, an ideal outcome for the crypto market.If the Republicans take out the majority in the House of Representatives, a âred sweepâ will be official and markets may climb even higher.The election result has many potential implications for crypto. Among the notable ones are the potential BTC strategic reserve and the probable change in the chair of the U.S. Securities and Exchange Commission (SEC).
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Join Nick and Simon as they preview the election in the final hours before voting, discuss Bitcoinâs strength challenging news highs and the impact of more MicroStrategy buying.
Bitcoin fails to break through to a new all-time high.Bitcoin is showing strength with ETF flows, open interest and dominance all approaching highs.Solana continues to stand up as Ethereum struggles.
Key Takeaways -
Join Matt and Nick as they break down payments giant Stripeâs acquisition of Bridge, a stablecoin company. They also talk about Goatseus Maximum (GOAT), Truth Terminal, certain Solana metrics hitting all-time highs, and more.
Key Takeaways
The crypto market slid last week as all eyes remain on the U.S. presidential election. Solana (SOL) was one of the few exceptions to record a weekly gain. Stripe's acquisition of stablecoin company Bridge will be looked back on as one of the highlights of 2024. Not only does it help legitimise the crypto industry, it should help accelerate stablecoin growth.Kraken announced Ink, an Ethereum L2 built on Optimismâs OP Stack. It is expected to go live in early 2025.Among the other altcoin updates covered: growth in Solanaâs metrics and Makerâs disappointing rebrand. -
Join Matt and Nick as they discuss Bitcoin's recent surge and Stripe's alleged $1.1B acquisition of stablecoin company Bridge. They also cover a16z's annual report on the state of crypto, the disappointing launch of World Liberty Financial (WLFI), and more.
Key Takeaways
Bitcoin (BTC) hit a three-month high of $69,400 and BTC dominance climbed to its highest level since March 2021 of 58.5%. This latest rally comes as several other traditional assets are posting all-time highs.Payments giant Stripe reportedly acquired stablecoin company Bridge in a $1.1B deal. If true, the acquisition would be the largest in the crypto industryâs history and should fuel further stablecoin growth.a16z crypto published its annual report on the state of crypto, highlighting stablecoin adoption, rising levels of onchain activity, and more.Among the altcoin updates covered: Arbitrum lost its long-held lead as the top Ethereum L2 by total value locked (TVL) and World Liberty Financialâs WLFI token sale disappoints despite its affiliation with Donald Trump and his three sons. -
Join Nick and Simon as they cover Trump-linked World Liberty Financial's massive token sale, Uniswap dropping its Ethereum L2, Unichain, memecoin promoter Murad Mahmudov getting doxxed after his viral âmemecoin supercycle' presentation and a new crypto game attracts attention from web2 gamers.
Donald Trumpâs affiliated cryptocurrency, World Liberty Financial (WLFI), will hold a token sale this week to raise $300M at a valuation of $1.5B.Uniswap, the largest DeFi application, announced Ethereum L2 called Unichain.âOff The Gridâ debuted to strong interest on the Epic Games Store, making it one of the most successful first-day launches of a crypto game.Memecoin promoter Murad Mahmudov has risen to fame after his viral âmemecoin supercycleâ presentation, causing onchain sleuths to dox his wallets.
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Join Matt and Nick as they discuss the latest developments in the crypto market, Bitcoinâs resilience amid market uncertainty, Swift pushing further into crypto, the ongoing legal battle between the SEC and Ripple Labs, and more. They also discuss one of the biggest insider secrets after a week to forget for EigenLayer (EIGEN) and Celestia (TIA).
Key Takeaways
Crypto encountered increased volatility as uncertainty in the Middle East rose. The market has since rebounded but is ultimately still trading rangebound, with Bitcoin (BTC) now in its eighth straight month between $54K and $72K.ANZ became Australiaâs first bank to join Project Guardian, an initiative steered by the Monetary Authority of Singapore (MAS). Watch out for Chainlinkâs SmartCon later this month, where other banks and financial institutions may share announcements.Sui (SUI) continues to grow strongly in terms of total value locked (TVL) as more market participants look to take advantage of incentives. Itâs clear that Sui has been one of the strongest-performing blockchains of 2024.Celestia (TIA) and EigenLayer (EIGEN) were involved in controversy after awareness spread of people selling their staking rewards, despite them having locked tokens. While TIA and EIGEN were arguably singled out, given this has been happening for years, it what ultimately a good thing that this news surfaced.Among the other altcoin updates covered: Bitwiseâs spot XRP ETF application and Suiâs native Ethereum bridge. -
Join Matt and Nick as they discuss how Bitcoin put in its strongest September in over a decade. They also cover U.S. Vice President Kamala Harrisâ first comments about blockchain; crypto announcements from Visa and PayPal; altcoins; and more.
Key Takeaways
Bitcoin (BTC) put in its strongest September in over a decade. We now enter Q4, which is BTCâs best quarter based on past performance.BNY Mellon, the worldâs largest custody bank, received approval from the U.S. SEC to custody the spot Bitcoin and Ethereum ETFs. It was also granted an exemption from SAB 121, essentially making it commercially viable for BNY Mellon to start offering crypto custody services.U.S. Vice President Kamala Harris said she wants the country to âremain dominantâ in blockchain and other emerging technologies. While it is somewhat encouraging to see Harris finally mentioning crypto, we still lack any clear details about her crypto policies would be if she wins Novemberâs election.PayPal and Visa each announced their latest crypto offering, a promising sign for adoption.While FTX distributions are likely to start in Q4, the process will likely extend into 2025. This story is not as bullish as many are making it out to be.Among the altcoin updates covered: Celestiaâs $100M funding round, EigenLayerâs EIGEN token becomes transferable, and Ethenaâs new stablecoin tied to BlackRockâs BUIDL fund. -
Join Matt and Nick as they break down Token2049 and Solana Breakpoint 2024, two of the largest crypto conferences of the year. They also discuss the latest with World Liberty Financial (WLFI), the upcoming crypto project associated with Donald Trump and the Trump family.
Key Takeaways
The U.S. central bank cut rates for the first time in more than three years. Further cuts are expected by year-end and throughout 2025, ideal conditions for risk-on assets such as crypto.Donald Trump and other Trump family members shared limited information about World Liberty Financial and its WLFI token.Token2049 was likely the largest crypto conference to date. Key themes included DePIN and Crypto x AI.Solana Breakpoint was an overwhelming success. It featured Firedancer development updates, multiple project announcements, and more. Next yearâs will be in Abu Dhabi from December 11â13.Among the altcoin updates covered: USDC stablecoin arrives on Sui and Maker officially rebrands to Sky. -
Join Matt and Nick as they break down Trumpâs new crypto project, World Liberty Financial, and Japanâs largest energy company expanding into Bitcoin mining. They also discuss certain altcoin updates related to Solana, EigenLayer, Ethereum Name Service, and more.
Key Takeaways
Crypto prices have rebounded, led by BTC. Notably, the ETH/BTC pair hit its lowest level since April 2021.World Liberty Financial, the upcoming DeFi project tied to the Trump family, is gearing up for launch. More details to come this week when Donald Trump appears on an X Space.A subcommittee of the U.S. House Financial Services Committee gathered for a 90-minute hearing devoted to DeFi for the first time. More crypto hearings will take place before the end of the month.Japan continues to adopt crypto and blockchain technology, with recent news highlighted by the countryâs largest energy company announcing that it had started mining BTC with excess energy.Coinbaseâs launch of cbBTC, a wrapped BTC token, may spur additional growth in the Bitcoin DeFi ecosystem.Among the altcoin updates covered: Solana Breakpoint 2024; Chainlink SmartCon 2024; EIGEN stakedrop; and ENS integrating into PayPal and Venmo. - Vis mere
