Cinco de Mayo: Bitcoin Breaks Above $81K

Cinco de Mayo: Bitcoin Breaks Above $81K

Bitcoin has broken above $80,000, triggering short liquidations and shifting sentiment toward a potential altseason as ETF inflows remain strong. The White House confirmed lawmakers have reached a compromise on the crypto market structure bill with a markup expected this month, while the U.S. House advances stablecoin legislation requiring 100% reserves. DTCC plans to launch tokenized securities trading in July, and Consensus Miami 2026 is underway. A new wave of supply-chain attacks is raising alarms, and several altcoins are coiling for potential breakouts. Markets are showing renewed bullish energy with focus on regulatory progress and institutional adoption.

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Episoder(794)

July 1: Citi Cuts Bitcoin, Europe's Crypto Rules Arrive, and Why Stablecoins Changed Everything

July 1: Citi Cuts Bitcoin, Europe's Crypto Rules Arrive, and Why Stablecoins Changed Everything

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 ou...

1 Jul 13min

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

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...

30 Jun 18min

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

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 Jun 8min

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

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 Jun 8min

June 27: Bitcoin Stabilizes & Apple Sends a Warning

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 Jun 16min

June 25: Bitcoin Breaks Down but Stablecoins Keep Winning

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 Jun 18min

June 24: Why I'm Skeptical of Stablecoin Power

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 Jun 10min

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

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 Jun 10min

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