Afleveringen
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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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Zijn er afleveringen die ontbreken?
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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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