Episodes

  • Bitcoin Nears $100K After MicroStrategy’s Biggest Buy Yet
    Nov 28 2024

    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

    1. Bitcoin continued to climb, surpassing $99,000 for the first time before retracing to the early $90,000s.
    2. 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.
    3. 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.
    4. The launch of Bitcoin ETF options in the U.S. was met with unprecedented interest and volume.
    5. Market sentiment is showing some signs of euphoria, reminiscent of previous bull runs, with crypto apps surging up the App Store rankings.
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    30 mins
  • Crypto All-Time Highs; Ethereum Devcon & Bitcoin Reserve Uncertainty
    Nov 20 2024

    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

    1. Bitcoin continued to hit fresh all-time highs last week, surpassing $90,000 for the first time.
    2. Ethereum's Devcon showcased important developments for the blockchain's future. Meanwhile, ETH continued to underperform.
    3. 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.
    4. Among the other altcoin updates covered: ENS announcing an Ethereum L2 and Maple launching its SYRUP token.
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    38 mins
  • Bitcoin Celebrates All-Time Highs After Trump Wins U.S. Election
    Nov 12 2024

    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.

    Key Takeaways

    1. 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.
    2. If the Republicans take out the majority in the House of Representatives, a ‘red sweep’ will be official and markets may climb even higher.
    3. 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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    41 mins
  • Why Bitcoin Is Showing Strength Ahead of U.S. Election
    Nov 5 2024

    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.

    Key Takeaways

    1. Bitcoin fails to break through to a new all-time high.
    2. Bitcoin is showing strength with ETF flows, open interest and dominance all approaching highs.
    3. Solana continues to stand up as Ethereum struggles.
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    35 mins
  • AI Memecoin Mania & Solana Celebrates New Records
    Oct 30 2024

    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

    1. 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.
    2. 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.
    3. Kraken announced Ink, an Ethereum L2 built on Optimism’s OP Stack. It is expected to go live in early 2025.
    4. Among the other altcoin updates covered: growth in Solana’s metrics and Maker’s disappointing rebrand.
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    31 mins
  • Bitcoin at Three-Month Highs & Crypto’s Largest Acquisition Deal To Date
    Oct 22 2024

    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

    1. 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.
    2. Payments giant Stripe reportedly acquired stablecoin company Bridge in a $1.1B deal. If true, the acquisition would be the largest in the crypto industry’s history and should fuel further stablecoin growth.
    3. a16z crypto published its annual report on the state of crypto, highlighting stablecoin adoption, rising levels of onchain activity, and more.
    4. Among the altcoin updates covered: Arbitrum lost its long-held lead as the top Ethereum L2 by total value locked (TVL) and World Liberty Financial’s WLFI token sale disappoints despite its affiliation with Donald Trump and his three sons.


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    33 mins
  • Memecoin Controversy, Unichain Explained & Did We Finally Get A Breakout Crypto Game?
    Oct 15 2024

    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 ‘memecoin supercycle' presentation and a new crypto game attracts attention from web2 gamers.

    Key Takeaways

    • Donald Trump’s 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.
    • ‘Off The Grid’ 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 ‘memecoin supercycle’ presentation, causing onchain sleuths to dox his wallets.
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    36 mins
  • Insider Secrets Exposed As EigenLayer & Celestia Cop Investor Backlash
    Oct 9 2024

    Join Matt and Nick as they discuss the latest developments in the crypto market, Bitcoin’s 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

    1. 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.
    2. ANZ became Australia’s first bank to join Project Guardian, an initiative steered by the Monetary Authority of Singapore (MAS). Watch out for Chainlink’s SmartCon later this month, where other banks and financial institutions may share announcements.
    3. Sui (SUI) continues to grow strongly in terms of total value locked (TVL) as more market participants look to take advantage of incentives. It’s clear that Sui has been one of the strongest-performing blockchains of 2024.
    4. 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.
    5. Among the other altcoin updates covered: Bitwise’s spot XRP ETF application and Sui’s native Ethereum bridge.
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    36 mins