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 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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August 21: Bitcoin Hits $77K as Liquidity Floods Back Into Crypto

August 21: Bitcoin Hits $77K as Liquidity Floods Back Into Crypto

Bitcoin’s rally is accelerating, with BTC climbing toward $78,000 as improving global liquidity, heavy ETF buying, and another massive short squeeze drive the market higher. Matt breaks down roughly $...

21 Aug 15min

August 20: Bitcoin Rips Above $70K as Global Liquidity and Short Liquidations Hit the Market

August 20: Bitcoin Rips Above $70K as Global Liquidity and Short Liquidations Hit the Market

Bitcoin finally broke out, surging above $70,000 as several catalysts hit at once. Matt looks at Trump’s White House meeting with crypto executives, Treasury moves supporting broader liquidity, and a ...

20 Aug 15min

August 19: Ripple Raises $275 Million as the SEC Finally Moves on Reg Crypto

August 19: Ripple Raises $275 Million as the SEC Finally Moves on Reg Crypto

Ripple raised $275 million to expand its U.S. clearing, prime brokerage, and financial-services business, while Metaplanet is bringing its Bitcoin treasury strategy to the U.S. through a deal involvin...

19 Aug 6min

August 18: Wall Street Keeps Moving Into Crypto While Bitcoin Stays Stuck at $64K

August 18: Wall Street Keeps Moving Into Crypto While Bitcoin Stays Stuck at $64K

Bitcoin is still hovering around $64,000, but traditional finance keeps moving deeper into crypto. Matt covers Citi preparing to launch institutional Bitcoin custody, Kraken expanding U.S. stock tradi...

18 Aug 9min

Bitcoin Liquidity Dries Up as Craig Waits for a Break Below the Range

Bitcoin Liquidity Dries Up as Craig Waits for a Break Below the Range

Craig says crypto liquidity has dried up dramatically, with Bitcoin stuck inside a month-long range between roughly $62,500 and $65,500 and only a small fraction of tracked trading pairs showing meani...

17 Aug 8min

August 17: Bitcoin Stays Flat as ETF Outflows and Thin Liquidity Keep Traders Cautious

August 17: Bitcoin Stays Flat as ETF Outflows and Thin Liquidity Keep Traders Cautious

Bitcoin remains stuck near $63,000 as ETF flows turn negative and thin liquidity leaves the market vulnerable to sharper moves if leveraged traders rush for the exits. Matt covers Strategy raising ano...

17 Aug 7min

August 14: Bitcoin Slips Below $63K as Liquidity Dries Up

August 14: Bitcoin Slips Below $63K as Liquidity Dries Up

Bitcoin slipped below $63,000 as weak liquidity and cautious sentiment continue weighing on the market. Matt covers MSCI considering rules that could exclude Bitcoin treasury companies like Strategy a...

14 Aug 9min

August 13: Crypto Banks Fight for Fed Access as Ethereum Rethinks Staking Rewards

August 13: Crypto Banks Fight for Fed Access as Ethereum Rethinks Staking Rewards

Bitcoin remains stuck near $64,000, but the infrastructure around crypto keeps moving. Matt covers Custodia Bank’s Supreme Court fight for direct access to Federal Reserve payment rails, Franklin Temp...

13 Aug 12min

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