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Join Matt and Simon as they discuss the state of the crypto market, highlighting Bitcoin's recent surge towards all-time highs and the overall bullish sentiment. They also delve into the implications of stablecoin regulation, altcoin updates, and more.
Key Takeaways
Bitcoin (BTC) has rallied towards all-time highs amid easing macro uncertainty. This week, BTC posted a record weekly and daily close.Altcoins are generally rising in dollar terms, but some are outperforming others significantly.Stablecoin regulation in the U.S. is looking more likely to happen after a milestone was achieved earlier this week.Timestamps:
00:00 Intro
01:18 US Economy and Fiscal Issues
10:02 Stablecoin and Crypto Tools
22:03 Pump Fund and Meme Coins
26:10 Future of Bitcoin
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Join Matt and Simon as they discuss the state of the crypto market, Bitcoin’s latest price action, and which altcoins are outperforming. They also cover stablecoin adoption by major payment networks, FIFA launching its own blockchain, altcoin updates, and more.
Key Takeaways
Bitcoin (BTC) has increased for four consecutive weeks and is holding above a key long-term support level, increasing its likelihood of breaking higher in the coming weeks. Meanwhile, BTC dominance hit another four-year high of 64.9% during the week.Altcoins such as Solana (SOL), Sui (SUI) and Hyperliquid (HYPE) continue to break away from the rest of the market. Should BTC climb higher in the near term, these altcoins are best positioned to keep outperforming, in our opinion, as opposed to altcoins that lagged in recent times.The main macro event this week is the U.S. Federal Reserve’s monetary policy update. While interest rates are widely expected to remain steady, investors will closely monitor Fed Chair Jerome Powell’s conference for any indications that the Fed’s stance is changing.Stablecoin adoption continues to accelerate following a partnership between Visa and Bridge, a stablecoin infrastructure provider recently acquired by Stripe. The announcement came days after Mastercard announced its latest push into stablecoins.Altcoin updates discussed in this episode include Ethereum’s ‘Pectra’ upgrade happening this week—its first major upgrade in over a year—and Hyperliquid adding HYPE staking tiers.Timestamps:
00:00 Bitcoin's Resilience and Market Dynamics
03:12 Federal Reserve's Impact on Crypto Markets
06:06 Stablecoin Adoption and Major Partnerships
09:06 Apple's App Store Changes and Crypto Opportunities
12:08 Sui's Basecamp Conference Insights
14:49 Ethereum's Upcoming Upgrade and Market Sentiment
17:52 FIFA's Blockchain Shift and Industry Trends
21:01 Overrated and Underrated in Crypto
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Join Matt and Simon as they discuss the recent gains in the crypto market, highlighting Bitcoin's rise to a nine-week high and the performance of various sectors, including AI and memecoins.
Key Takeaways
Bitcoin rebounded to $95,500, its highest level since February, and the overall crypto market cap returned to above $3T for the first time since early March.U.S. spot Bitcoin ETFs recorded their biggest week of net inflows in five months, and the second-highest of all time.Mastercard is expanding support for stablecoin payments, working with Circle, Nuvei and Paxos to enable direct merchant settlement. This will allow over 150M merchants across the Mastercard network will now have the option to receive payments in stablecoins, regardless of how a customer pays.Arizona lawmakers passed a bill allowing the state treasurer and retirement system to invest up to 10% of available funds in digital assets, specifically bitcoin, sending it to the governor’s desk for approval. If approved, the state would be the first in the U.S. to require public funds to invest in Bitcoin.Token2049 Dubai, one of the largest crypto conferences globally, kicks off this week. Expect many announcements and altcoin updates.Timestamps:
00:00 Intro & Crypto Market Overview
03:57 Economic Indicators & Their Impact on Crypto
08:02 Bitcoin Demand & Institutional Strategies
11:56 Mastercard's Stablecoin Expansion
15:47 Arizona Bitcoin Reserve Bill
19:56 Altcoin Updates & Market Reactions
24:00 Regulatory Changes & Future Outlook
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Matt and Simon discuss the crypto rally and whether it can be sustained. In doing so, they touch on the tariff war and various macro factors they are monitoring to help them with their investment decisions.
Key Takeaways
The crypto market continued climbing last week, with varied performance across major altcoins such as ETH (-3%) and SOL (+7%).Gold hit fresh record highs for the 55th time in the past year, while the U.S. dollar weakened to a three-year low.Short term, news surrounding tariff negotiations will likely keep to drive markets and investor sentiment.Ethereum creator Vitalik Buterin proposed a major upgrade that would “greatly improve the efficiency of the Ethereum execution layer.”Activity on Solana has rebounded along with SOL’s price, with real economic value (REV) hitting its highest level since February 21. -
Join Matt and Simon as they discuss how Bitcoin and crypto markets are reacting to U.S. President Donald Trump’s latest tariff announcements. They also cover the continued growth in demand for Bitcoin by companies looking to diversify their reserve assets, a key hire for the Solana ecosystem, and more.
On April 2, U.S. President Donald Trump announced tariffs that were bigger and more far-reaching than expected. In response, the crypto market sold off heavily along with other risk assets.Bitcoin dominance rose to four-year highs of 64% amid this heightened market volatility.In terms of what happens next, expect to gain valuable insight from monitoring the language of Trump and key cabinet members, such as U.S. Treasury Secretary Scott Bessent.Similarly, it will be important to monitor the U.S. and China—the world’s two largest economies—for any indication of their willingness to negotiate. Given that both leaders adopt strong leadership styles, it may be a number of weeks or months before meaningful negotiation discussions start.Elsewhere, GameStop raised nearly $1.5 billion to invest in Bitcoin as a reserve asset. If it were to fully deploy this amount today, GameStop would be the world’s fourth-largest publicly traded corporate holder of Bitcoin.
Key takeaways: -
Join Matt and Simon as they discuss the current state of the crypto market, focusing on the impact of upcoming tariff announcements on April 2 and the evolving landscape of stablecoins.
The crypto market finished the week lower as investors continued to de-risk in anticipation of April 2, when U.S. President Donald Trump will announce a slew of tariff updates.ETH had its second-worst Q1 on record (-45.5%), while BTC fell by 12%.Fidelity, one of the world’s largest asset managers, is reportedly in advanced stages of developing its own stablecoin. It follows recent reports that the asset manager is preparing to launch an onchain product for its U.S. dollar money market fund.The U.S. state of Wyoming is aiming to launch its long-planned stablecoin by July, Governor Mark Gordon said last week. It comes as various financial institutions and fintech companies are reportedly planning to enter the stablecoin market. Ultimately, greater stablecoin adoption can drive increased onchain activity.
Key Takeaways:Timestamps:
00:00 Intro
00:55 Market Update & Q1 Performance
02:45 Macro Uncertainty & De-Risking
04:53 How Much Worse Can It Get?
07:15 Tariff Announcements on April 2
11:25 GameStop Buying Bitcoin
15:10 Strategy Buys More Bitcoin
16:27 Stablecoin Adoption (Wyoming Government, Fidelity)
22:29 No Notable Altcoin Updates
23:32 What's Ahead
24:10 Less Barriers For Banks To Expand Into Crypto
25:22 Tornado Cash
27:00 Outro -
Join Matt and Simon as they discuss the crypto market’s rebound after multiple weeks of declines, driven by optimism surrounding potential changes in tariffs by U.S. President Donald Trump. They also cover continued growth in real-world assets, altcoin updates, and more.
Key Takeaways:
Crypto prices rebounded as investors became more hopeful after an update from the Federal Reserve and comments from U.S. President Donald Trump suggested that tariff announcements on April 2 could be softer than thought.Expect heightened volatility in the next week as investors react to any changes in expectations about tariffs.Fidelity, one of the world’s largest asset managers, looks set to launch an onchain product for its U.S. dollar money market fund. The product will go live on Ethereum mainnet and may expand to additional blockchains. It comes as the total value of real-world assets (RWAs) continues to break all-time highs, surpassing $19B last week, as per RWA.xyz.Timestamps:
00:00 Intro
01:24 Tariff & Market Impact
04:18 Federal Reserve Updates
07:49 Ethereum & Real Assets
19:34 Token Buybacks & Volatility -
Join Matt and Simon as they discuss the state of the crypto market, highlighting a quiet week on the news front. They analyse the implications of the upcoming Federal Reserve announcement, the potential for the U.S. government to accumulate more Bitcoin, Strategy's new plan to add to its Bitcoin holdings, and more.
Key Takeaways
While prices rebounded last week, the crypto market is essentially in a holding pattern until further updates about tariffs, especially on April 2. To a lesser extent, the market is also awaiting the Fed’s next policy update on March 19.U.S. Senator Cynthia Lummis reintroduced The Bitcoin Act last week. The bill would direct the government to purchase 1 million BTC over five years.Strategy, formerly MicroStrategy, announced a $21B stock offering to expand its BTC holdings. This is in addition to the company's previously announced ‘21/21 plan’, which targets a total capital raise of $42B specifically for buying more BTC.Timestamps:
00:00 Market Overview & Current Sentiment
03:14 Federal Reserve & Economic Indicators
05:45 Bitcoin Act & Government Involvement
08:56 Strategy's Plan For Buying More Bitcoin
12:07 Altcoin Market Trends
14:47 Upcoming Events & Market Predictions
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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
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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
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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
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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
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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 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. - Daha fazla göster
