Episoder
-
Join Matt and Simon as they discuss the state of the crypto market, focusing on the significant price declines of Bitcoin and altcoins amid macro uncertainty. They analyse the impact of Trump's economic policies, the recent White House Crypto Summit, and more.
Key Takeaways:
Crypto prices sold off as macro uncertainty continued to trouble investors. Tariffs continue to be a major source of this uncertainty.U.S. President Donald Trump continues to appear unphased be the stock market sell-off and the potential for the U.S. economy to enter a recession. The White House's focus on crypto regulation is crucial for market stability.The recent White House Crypto Summit did not meet the market’s lofty expectations. This was partially because Trump signed an executive order hours beforehand establishing a strategic Bitcoin reserve with the government’s existing holdings.While the government may accumulate additional BTC without affecting taxpayers, this is unlikely to happen any time soon.Investors should be cautious about automatically buying the dip without understanding market conditions.Timestamps:
00:00 Market Overview: Current State of Stocks & Crypto
02:56 Understanding Market Sentiment & Price Action
06:08 Global Macro Pressures Impacting Markets
08:59 Trump's Economic Policies & Their Effects
12:03 White House Crypto Summit: Expectations vs Reality
15:11 The Strategic Bitcoin Reserve: Implications for the Market
18:12 Buybacks & Tokenomics Updates
20:49 Looking Ahead: Upcoming Economic Indicators
24:02 Overrated vs Underrated: Market Strategies & Mindsets -
Join Matt and Simon as they discuss the recent volatility in the crypto market, driven by a series of events including Trump's announcement of a strategic crypto reserve. They analyse the market's reaction to this news, the impact of macro factors, and the ongoing regulatory changes that may shape the future of crypto. The conversation also touches on the importance of Solana futures likely becoming tradeable on the CME.
Key Takeaways
The crypto market experienced one of its most volatile weeks on record amid heightened uncertainty in the macro economy.U.S. President Donald Trump said that Bitcoin (BTC), Ethereum (ETH), XRP (XRP), Solana (SOL) and Cardano (ADA).The SEC’s Crypto Task Force will host a series of roundtable discussions on key crypto regulatory topics. The first roundtable will be on March 21 and live-streamed to the public.BlackRock is adding a 1–2% allocation to its spot Bitcoin ETF in its target allocation portfolios that allow for alternative assets. The more avenues for passive accumulation of BTC, the better.The SEC continues to close investigations into and lawsuits against several crypto companies, with Consensys, Kraken and Yuga Labs among the most recent.CME Group said it plans to roll out futures contracts on Solana (SOL) on March 17, pending regulatory review.Timestamps:
00:00 Market Volatility and Recent Trends
09:53 Market Reactions and Economic Factors
21:05 Adoption and Future of Solana
26:43 Bitcoin Adoption Trends
-
Mangler du episoder?
-
Join Matt and Simon as they discuss the state of the crypto market, highlighting the significant price declines, the impact of macro factors, and the recent major hack affecting a leading exchange. They also delve into regulatory developments in the U.S. and the dynamics of the altcoin market, providing insights and strategies for investors navigating this turbulent environment.
Key Takeaways
The crypto market has experienced painful weeks with significant price declines.Bitcoin dominance is increasing even as its price falls, indicating a shift in investor sentiment.Gold and traditional stocks are performing well, contrasting with the struggles in the crypto market.Macroeconomic factors, including Federal Reserve policies, are influencing crypto prices.The recent $1.4B hack on Bybit highlights the importance of security and self-custody in crypto.Regulatory changes in the U.S. are moving towards a more favourable stance for crypto.The altcoin market is heavily dependent on Bitcoin's price movements.Investors should conduct thorough research on projects to understand their vulnerabilities.The recent developments in the SEC's investigations signal a potential shift in regulatory approach.Market uncertainty remains high, and investors should be prepared for further volatility.Timestamps:
00:00 Market Overview and Current Trends
06:00 Impact of Macroeconomic Factors
12:08 Major Hacks and Security Concerns
18:04 Regulatory Developments in the US
23:48 Altcoin Market Dynamics and Future Outlook
-
Join Matt and Simon as they discuss the current state of the crypto market, focusing on Bitcoin, Solana, and altcoins. They analyse market sentiment, the impact of institutional investment, and the rise of tokenisation.
Key Takeaways
Bitcoin (BTC) slightly declined in price as dominance remained at nearly four-year highs above 60%.Solana (SOL) has had a rough few weeks, with sentiment turning sour and price falling. This is partially due to multiple high-profile token launches extracting several millions of dollars from the community. The most recent of these launches was tied to Argentine President Javier Milei.Other altcoins discussed in this episode include Ondo Finance (ONDO), Uniswap (UNI), Lido (LDO) and more. -
Join Matt and Simon as they discuss the latest tariff updates from U.S. President Donald Trump; continued Bitcoin accumulation by Strategy (formerly MicroStrategy) and others; which altcoins will be next to get a spot ETF in the U.S.; key information about the FTX creditor payouts; and more.
Key Takeaways
Cryptocurrency prices slid lower as tariff-related uncertainty continued to weigh on global markets and crypto investors.MicroStrategy rebranded to Strategy and continued its aggressive accumulation of Bitcoin (BTC). The company now holds now holds 478,740 BTC, or 2.28% of the total supply.Litecoin (LTC) is the most likely cryptocurrency to get a spot ETF in the U.S. in 2025, according to revised predictions from two Bloomberg analysts.Altcoin updates include Bittensor’s dTAO upgrade, Arweave’s mainnet release of AO, and Berachain going live.
Timestamps:00:00 Market Update: Crypto's Response to Tariffs
03:01 MicroStrategy's Rebranding and Bitcoin Accumulation
07:58 Trump Administration's Crypto Press Conference
11:27 The Future of Altcoin ETFs
14:43 Altcoin Updates: BitTensor and Arweave
20:28 Rapid Fire: FTX Liquidation and Super Bowl Ads
-
Join Matt and Simon as they break down the crypto crash that shook markets after U.S. President Donald Trump announced tariffs on Mexico, Canada and China. They share possible scenarios that may unfold from here, major altcoin news, and more.
Key Takeaways
U.S. President Donald Trump announced 25% tariffs on Canada and Mexico and 10% tariffs on China. The nature of the announcement took the market by surprise, causing a sell-off across all risk assets, including cryptocurrencies, with altcoins hit particularly hard.Yesterday, Trump agreed to pause tariffs on Canada and Mexico for at least 30 days after constructive conversations, sparking a market correction.Crypto investors should brace for heightened volatility in the short term, as Trump’s unpredictable tariff policy will likely keep dominating the headlines. This is especially relevant for altcoins, which unsurprisingly sold off more heavily than BTC in the last week.Altcoins discussed in this episode include Uniswap (UNI), Raydium (RAY), Sui (SUI) and more.Timestamps:
00:00 Market Turmoil: The Impact of Trump's Tariffs
08:13 Navigating Uncertainty: Strategies for Crypto Investors
14:51 Ethereum's Future: Upgrades and Market Position
19:58 Emerging Competitors: Solana and Radium's Rise
23:42 Upcoming Press Conference: The Future of Crypto in the US
-
Matt breaks down why the pro-crypto order signed by U.S. President Donald Trump is such big news and how the DeepSeek AI news is shaping the crypto market. He also covers MicroStrategy’s latest Bitcoin buy, significant altcoin news, and more.
Key Takeaways
Bitcoin (BTC) held above $100,000 despite a significant sell-off in stock markets, particularly in the tech sector. We still expect prices to climb a lot higher this year, partially due to the arrival of the first pro-crypto administration in the U.S.U.S. President Donald Trump’s first week in office was widely celebrated in the crypto space. It eliminated any uncertainty surrounding whether Trump would deliver on his pro-crypto campaign promises.MicroStrategy purchased another 10,107 BTC for $1.1B between January 21 and 26, bringing its holdings to 471,107 BTC. The company is expected to continue accumulating for the foreseeable future. -
We believe Bitcoin (BTC) and the overall crypto market are primed to continue climbing throughout 2025, partially due to the arrival of the first pro-crypto administration in the U.S.U.S. President Donald Trump’s first week in office was widely celebrated in the crypto space. It eliminated any uncertainty surrounding whether Trump would deliver on his pro-crypto campaign promises.BTC dominance has returned to 59% after having slid to 56% at the start of this month. While we still believe the fabled ‘alt season’ will arrive, we do not expect the upside to be as extreme as prior bull markets.For our 2025 outlook, watch the video recording from 38:00. For more, scroll through our content feed for our individual 2025 outlooks on the Member Platform.
Timestamps:
00:00 Intro and disclaimer
04:55 Market overview
42:45 Topic in focus
1:04:00 Live Q&A -
Matt breaks down the inauguration of U.S. President Donald Trump and what it meant for the crypto market. With Trump expected to continue delivering on his pro-crypto promises over the coming days, Matt also shares his short-term outlook for Bitcoin and the crypto market.
Key Takeaways
Bitcoin (BTC) hit an all-time high above $109,000 prior to Inauguration Day. On the day, Trump failed to mention crypto in any of his speeches. Of the executive orders he signed, none were related to crypto, likely contributing to a slight sell-off.We remain optimistic that Trump will sign multiple crypto executive orders this week. Should this not eventuate, we’d still expect these to come in Trump’s first 100 days in office—as opposed to not at all.Trump launched a memecoin days before being inaugurated, as did First Lady Melania Trump. Both were launched on Solana and attracted several billion in volume. -
Matt breaks down the recent decline in the crypto market, whether the U.S. government will sell its large stash of Bitcoin and MicroStrategy’s continued buying of Bitcoin. He also explains what crypto investors can expect in relation to U.S. President-elect Donald Trump’s upcoming inauguration.
Key Takeaways
Crypto prices fell as the market adjusted to the growing likelihood that the U.S. will announce fewer rate cuts in 2025 than initially anticipated. We still expect prices to climb much higher this year.The market feared the U.S. government was going to sell a large amount of BTC last week. At the time of writing, this BTC has not been moved.U.S. President-elect Donald Trump will be inaugurated early next week. The crypto market will be closely monitoring any crypto-related announcements from Trump and his team. For what it’s worth, The Washington Post reported this week that Trump is expected to issue executive orders related to crypto policies on his first day in office.XRP (XRP) and Sui (SUI) have been notable outperformers amid this latest market sell-off. -
Join Matt and Nick as they review the year that was for crypto. They discuss the standout blockchains, highlights such as the U.S. election and the rise of Polymarket, as well as the biggest wins and losses in the market. The conversation also covers valuable lessons learned, unexpected events, and the most impactful crypto apps of the year. They close by sharing which projects they believe are in for an exciting 12 months.
Key Takeaways
Solana and Base emerged as leading blockchains in 2024.Highlights from the year included the U.S. election outcome and BlackRock’s continued expansion into crypto.Our biggest winners of 2024 were Solana and patient investors who survived Q2 and Q3, a period in which many sold prematurely.Our biggest losers of 2024 were crypto gaming and Maker’s botched rebrand.Memecoins experienced unprecedented growth in 2024., hitting an all-time high as a sector. ai16z (AI16Z) and Uniswap (UNI) are two projects that look poised for a big 2025 -
Join Matt and Nick as they discuss the recent crypto market dip, the impact of the U.S. central bank’s latest policy update, MicroStrategy buying more Bitcoin, various altcoin updates, and more.
Key Takeaways
Large entities (e.g. MicroStrategy, Marathon, Hub 8) continue to accumulate Bitcoin (BTC). Expect this source of buy-side demand to continue for the foreseeable future.Speculation is mounting over which altcoin will be next to get a spot ETF approval in the U.S. While smaller ETF issuers will keep applying for various altcoin ETFs, it’s hard to get too excited without BlackRock doing the same.This week’s altcoin news featured Avalanche (AVAX), Pengu (PENGU), Uniswap (UNI), Hyperliquid (HYPE) and others.Timestamps:
00:00 Intro & market 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 Capital’s annual developer report and AMP buying Bitcoin. They also discuss various altcoin updates from NEAR Protocol (NEAR), Avalanche (AVAX) and others.
Key Takeaways
Bitcoin (BTC) hit an all-time high, partially due to continued buying from MicroStrategy, which officially entered the heavily traded Nasdaq 100 index.AMP invested $27M AUD worth of BTC, making it the first major superannuation fund to buy into an asset class that has previously been shunned by big fund managers.Electric Capital’s annual developer report showed strong growth in Solana’s developer ecosystem, while the number of developers fell by 7% compared to a year ago.The past week featured various altcoins updates, including projects such as Ethena (ENA), Jupiter (JUP), Ethena (ENA) and Avalanche (AVAX).Timestamps:
00:00 Intro & market 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
-
Join Matt and Nick as they discuss Bitcoin's historic rise above $100,000 and the potential for a strategic Bitcoin reserve in the U.S. They also touch on the resurgence of older cryptocurrencies, President-elect Donald Trump’s latest pro-crypto appointments, and more.
Key Takeaways
Bitcoin (BTC) surpassed $100,000 for the first time, a significant milestone for the leading cryptocurrency.Older cryptocurrencies, or 'dino coins', are seeing renewed interest.Whether the U.S. government establishes a strategic BTC reserve remains the most important variable affecting the rest of this bull market.President-elect Donald Trump continued to make pro-crypto appointments last week by way of Paul Atkins and David Sachs. Atkins will be chair of the SEC and Sachs will be the White House A.I. & Crypto Czar. -
Join Matt and Nick as they discuss the recent fluctuations in the crypto market, focusing on Bitcoin's near approach to $100,000 and the significant rally in altcoins, particularly XRP. They also explore Ethereum's ETF developments, MicroStrategy's continued Bitcoin accumulation, and more.
Key Takeaways
Bitcoin (BTC) failed to surpass $100,000 despite MicroStrategy and Marathon buying more than $2B worth of BTC in recent days.When measured against BTC, altcoins had one of their strongest weeks of the year. The standout performer was XRP, which nearly doubled in value over the past week.The market is every chance to consolidate for at least a few weeks after such an aggressive rally. However, we still believe the market is poised for higher highs in 2025.Hyperliquid (HYPE) executed the largest airdrop to date. At one stage, the median average of the HYPE airdrop was worth $30,000 USD. -
Join Matt and Nick as they discuss Bitcoin hitting fresh all-time highs of nearly $100,000, MicroStrategy buying more BTC, options for Bitcoin ETFs, Aus Crypto Con 2024, Gary Gensler stepping down as SEC chair, spot Solana ETF news, and more.
Key Takeaways
Bitcoin continued to climb, surpassing $99,000 for the first time before retracing to the early $90,000s.MicroStrategy made its largest BTC purchase to date, adding $5.4B worth throughout mid-November. It now holds 386,700 BTC and plans to keep accumulating.SEC Chair Gary Gensler said he would step down on January 20. This was widely celebrated by the industry, given Gensler’s hostility toward crypto in recent years.The launch of Bitcoin ETF options in the U.S. was met with unprecedented interest and volume.Market sentiment is showing some signs of euphoria, reminiscent of previous bull runs, with crypto apps surging up the App Store rankings. -
Join Matt and Nick as they discuss Bitcoin hitting fresh all-time highs, Ethereum Devcon 2024, the Republicans winning both houses, Trump’s plan for a Bitcoin reserve, and more.
Key Takeaways
Bitcoin continued to hit fresh all-time highs last week, surpassing $90,000 for the first time.Ethereum's Devcon showcased important developments for the blockchain's future. Meanwhile, ETH continued to underperform.The Republicans officially completed a ‘red sweep’, taking control of both the U.S. Senate and House of Representatives. Ultimately, this should make it somewhat easier for crypto-friendly laws to pass.Among the other altcoin updates covered: ENS announcing an Ethereum L2 and Maple launching its SYRUP token. -
Join Matt and Nick as they discuss how Donald Trump’s victory in the U.S. election impacts the outlook for Bitcoin (BTC) and the crypto market more broadly.
Bitcoin (BTC) hit an all-time high above $80,000 after Donald Trump convincingly won the U.S. election, an ideal outcome for the crypto market.If the Republicans take out the majority in the House of Representatives, a ‘red sweep’ will be official and markets may climb even higher.The election result has many potential implications for crypto. Among the notable ones are the potential BTC strategic reserve and the probable change in the chair of the U.S. Securities and Exchange Commission (SEC).
Key Takeaways -
Join Nick and Simon as they preview the election in the final hours before voting, discuss Bitcoin’s strength challenging news highs and the impact of more MicroStrategy buying.
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 Stripe’s acquisition of Bridge, a stablecoin company. They also talk about Goatseus Maximum (GOAT), Truth Terminal, certain Solana metrics hitting all-time highs, and more.
Key Takeaways
The crypto market slid last week as all eyes remain on the U.S. presidential election. Solana (SOL) was one of the few exceptions to record a weekly gain. Stripe's acquisition of stablecoin company Bridge will be looked back on as one of the highlights of 2024. Not only does it help legitimise the crypto industry, it should help accelerate stablecoin growth.Kraken announced Ink, an Ethereum L2 built on Optimism’s OP Stack. It is expected to go live in early 2025.Among the other altcoin updates covered: growth in Solana’s metrics and Maker’s disappointing rebrand. - Se mer
