June 30: Strategy May Sell Bitcoin, ARK Buys the Dip, and Why the Pain Isn't Over

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.

Hosted on Acast. See acast.com/privacy for more information.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(793)

Craig Cobb: Sit on Your Hands Until the Market Gives You an Edge

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 setu...

29 Kesä 8min

June 29: Strategy's New Plan & Europe's Crypto Crackdown

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 i...

29 Kesä 8min

June 27: Bitcoin Stabilizes & Apple Sends a Warning

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 ...

27 Kesä 16min

June 25: Bitcoin Breaks Down but Stablecoins Keep Winning

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 cont...

25 Kesä 18min

June 24: Why I'm Skeptical of Stablecoin Power

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 v...

24 Kesä 10min

June 23: SpaceX Crashes, Bitcoin Bleeds, and Why Something Feels Off

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 exam...

23 Kesä 10min

Craig Cobb: The Dollar Is Rising, Bitcoin Is Stalling, and Bears Still Have the Edge

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...

22 Kesä 7min