CRAIG COBB: WAR UNCERTAINTY, S&P WEAKNESS, AND A SIXTH RED WEEK

CRAIG COBB: WAR UNCERTAINTY, S&P WEAKNESS, AND A SIXTH RED WEEK

For more from Craig, visit www.thegrowmeco.com. Happy Hodling


Craig kicked off the week focused on geopolitical uncertainty and the S&P 500, noting that after U.S. and Israeli strikes on Iran, futures immediately gapped lower more than one percent, reinforcing his view that Bitcoin continues to trade like a liquidity-driven tech asset rather than “digital gold.” He’s been warning about S&P consolidation for weeks, and with support now being tested again, he believes a decisive breakdown in equities could drag crypto lower as well. Structurally, he sees Bitcoin repeating prior bear-market behavior: sharp move down, consolidation, then another leg lower, with six consecutive red weekly closes and no meaningful bounce yet. Craig is not treating this as accumulation; he’s watching for potential downside continuation or a rally back into the former monthly uptrend “cradle zone” for possible short setups. He also cautioned against trading narratives, pointing out how last week’s Jane Street spike quickly faded as headlines shifted to war. His approach remains process-driven and selective, scanning daily and executing only when structure aligns.

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Episoder(815)

July 31: The Next Bitcoin Crash Will Test Whether You Actually Believe

July 31: The Next Bitcoin Crash Will Test Whether You Actually Believe

Bitcoin remains stuck near $64,000, but Matt focuses on the harder question: what happens when the next crash comes with a believable reason that Bitcoin is actually broken? He considers a future quan...

31 Jul 14min

July 30: Prediction Markets on  Robinhood

July 30: Prediction Markets on Robinhood

Robinhood generated more second-quarter revenue from prediction-market contracts than from either crypto or equities trading, showing how quickly event contracts are becoming a major business line. Bi...

30 Jul 12min

July 29: Bitcoin Miners Are Becoming AI Companies

July 29: Bitcoin Miners Are Becoming AI Companies

Core Scientific is rapidly shifting from Bitcoin mining toward AI data-center infrastructure after reporting $164.2 million in second-quarter revenue and announcing a major AMD partnership. Matt argue...

29 Jul 12min

July 28: Crypto Exchanges Are Shrinking

July 28: Crypto Exchanges Are Shrinking

Crypto markets remain sluggish, with Bitcoin drifting around $63,000 as trading activity continues to weaken. Matt argues that the recent wave of exchange closures and layoffs—including BitMEX, BitMar...

28 Jul 10min

July 27: Bitcoin Stalls at $65,000 as the Market Turns Mixed

July 27: Bitcoin Stalls at $65,000 as the Market Turns Mixed

Craig sees a mixed and largely directionless crypto market, with Bitcoin repeatedly struggling to move decisively above $65,000. After roughly three weeks of minimal progress, the weekly chart raises ...

27 Jul 7min

July 24: Miners, Treasuries, and Regulators Reshape the Market

July 24: Miners, Treasuries, and Regulators Reshape the Market

Bitcoin remains stuck near $64,000 as the broader crypto market struggles to find momentum. Matt covers Poolin’s Chapter 11 bankruptcy, Bitcoin treasury companies selling holdings to repay debt and fu...

24 Jul 13min

July 23: Bitcoin Faces Macro Pressure as ETFs Keep Buying

July 23: Bitcoin Faces Macro Pressure as ETFs Keep Buying

Bitcoin remains caught between strong ETF demand and an increasingly difficult macroeconomic environment. Matt explains how rising Treasury yields, the possibility of additional Federal Reserve rate h...

23 Jul 17min

July 21: Bitcoin ETFs Extend Their Inflow Streak

July 21: Bitcoin ETFs Extend Their Inflow Streak

Bitcoin moved back above $66,000 as U.S. spot Bitcoin ETFs recorded a fifth straight day of inflows, bringing roughly $727 million into the market over that stretch. The episode also covers renewed mo...

21 Jul 16min

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