
FOMO HOUR: A Daily Crypto & Web3 News Show
916 episodes — Page 1 of 19

S5 Ep 240BTC Back to 66K, Yeet Exploit Caught, N. Korea Suspected for Drift Hack
BTC: 66,560 | BTC.D: 58%. ETH: 2,048 | BNB: 589 | SOL: 79. Fear & Greed: 27 | 24h Liq: $349m. BTC ETFs: -$174M | ETH ETFs: -$7M. Top Gainers: STABLE, XPL, TWT, EDGE, NIGHT. Drift exploited for $213m, N. Korea suspected. Drift hack involved takeover of admin keys. Circle slammed for slow response to Drift hack. Exploiter swapped alts for ETH, Fartcoin affected. Clarity Act deal may come Friday: Coinbase CLO. Perp DEX fees down 82% from peak. CoinShares -22% on Nasdaq debut. Huione laundering boss extradited to China. Bithumb delays IPO until after 2028. Australia bans prediction market gambling ads. YEET foils exploit.

S5 Ep 239BTC Pumps on Quantum Risk News, Iran Conflict Market Breakdown, New Quarter Today
BTC: 68,730 | BTC.D: 58%. ETH: 2,136 | BNB: 617 | SOL: 84. Fear & Greed: 33 | 24h Liq: $374m. BTC ETFs: +$118M | ETH ETFs: +$31M. Top Gainers: EDGE, RAY, ALGO, STABLE, QRL. BTC snaps 5-month losing streak. BTC still has worst Q1 since 2018, down 24%. Nearly 50% of BTC supply sitting at a loss. HK stablecoins delayed on poor KYC. BTC drawdown mild this cycle: Fidelity. Draper: BTC is still the future of finance. Quantum resistant coins rise on Google BTC risk. FBI charges 10 for crypto wash trading. CFTC warns prediction market insiders. Mercado Libre to sunset Mercado Coin. Malta challenges EU on crypto rules. Rekt Drinks launches energy product.

S5 Ep 238BTC Set for 5th Month Lower, Google Warns of Quantum Threat, Trump Says Hard Part is Done in Iran
BTC: 66,581 | BTC.D: 58%. ETH: 2,036 | BNB: 605 | SOL: 81. Fear & Greed: 25 | 24h Liq: $272m. BTC ETFs: +$69m | ETH ETFs: +$5m. Top Gainers: LOL, BLUAI, ZBT, KERNEL, ZEC. BTC dips to $66K, War dept briefing today. Google signals quantum threat close for crypto. BTC & ETH quantum upgrades already in process. CZ: no need to panic on quantum. BTC set to close lower for 5 months straight. Nakamoto sells 5% of BTC holding at a steep loss. Ripple CEO: Clarity Act negotiations not pretty. Keyrock hits $1.1b valuation, SC Ventures leads. Dubai VARA tightens crypto derivatives rules. KuCoin fined $500K, forced to block US traders. Crypto equities nearing a bottom: Bernstein. Kraken user socially engineered for $18.1m. Aave v4 goes live. Circle becomes Canton validator.

S5 Ep 237BTC Hovering at $67K, US Entry to Iran Looks Likely per Polymarket, FTX to Repay $2.2B
BTC: 67.8k | BTC.D: 58%. ETH: 2,060 | BNB: 619 | SOL: 84. Fear & Greed: 27 | 24h Liq: $365M. Top Gainers: VVV, KITE, CVX, KAU, SKY. BTC ETFs: -$226m | ETH ETFs: -$49m. BTC recovers above $67K, shows relative strength. FTX to repay $2.2B to creditors March 31. BTC longs hit 28-month high on Bitfinex. Morgan Stanley to launch ETF with lowest fee. Strategy pauses BTC buys after 13-week streak. Retail investors are largest cohort selling BTC. Underwater miners also likely to continue selling. ETH foundation stakes record amount of ETH. EEZ project targets L2 fragmentation fix. Crypto stocks down 5-10% in Nasdaq rout. Aave governance battle continues ahead of v4.

S5 Ep 236Crypto Massive Overnight Fall, BTC at $66.6K, Crypto Collateral Accepted for Mortgages
Crypto majors are red again as war, energy concerns escalate; BTC -4% at $66.6k; ETH -4% at $1,990; SOL -5% at $83; HYPE -3% at $38.30. ONDO (+5%), CC (+4%), and zro (+1%) led top movers. Oil +3% at $97; Gold -1% at $4,410. David Sacks stepped down as White House AI and crypto czar after hitting the 130-day limit for special government employees; he will stay involved as co-chair of the Science Council alongside Zuckerberg, Huang, and Andreessen. Tether named KPMG as the auditor for its first-ever full independent audit of USDT’s $184B in reserves; the company also engaged PwC to prep its internal systems for the process. OKX said it won’t rush a US IPO, with CMO Haider Rafique telling the Digital Asset Summit “we will go public when we have confidence that we can give back shareholder value”.

S5 Ep 235Crypto Falls as Oil Spikes, Whop & Aave partnerships, & Iran Conflict Continues
Crypto majors are red as oil goes higher once again; BTC -3% at $69.3k; ETH -6%% at $2,070; SOL -5% at $88; HYPE -6% at $38.90. DEXE (+5%), JST (+3%), and ENA (+2%) led top movers. Oil +7% at $94; Gold -3% at $4,450. Robinhood’s HOOD stock rose after announcing a $1.5B share buyback, its largest repurchase program ever. Franklin Templeton and Ondo Finance are teaming up to offer 24/7 tokenized ETF trading on-chain, putting the $1.7T asset manager’s weight behind Ondo’s institutional DeFi infrastructure. Cipher Digital pivoted from Bitcoin mining to AI, signing a 15-year data center deal; the latest miner converting excess power infrastructure to AI compute. Visa joined the Canton Network as a Super Validator, expanding its role in institutional blockchain settlement infrastructure. McLaren Racing joined the Hedera Governing Council, becoming the latest major brand to take a governance seat on an institutional blockchain network.

S5 Ep 234TAO Jumps Up 15%, Circle Plunges 20%, Crypto Grinds Up as US Plans End to Iran War
Crypto majors are green and moving higher on Iran War peace momentum; BTC +1% at $71.7k; ETH +1.5% at $2,190; SOL +1% at $93; HYPE +7% at $41.10. TAO (+17%), FET (+14%), and RENDER (+9%) led top movers. Oil -4% at $87; Gold +3.5% at $4,570. BMO, CME Group, and Google Cloud launched a tokenized cash and deposit platform, making BMO the first bank on CME’s Google Cloud Universal Ledger. The NYSE partnered with BlackRock-backed Securitize to develop standards for blockchain-native securities representing stocks, bonds, and ETFs. The Solana Foundation launched the Solana Developer Platform, a single API-driven interface bundling infrastructure from 20+ tech partners, with Mastercard, Western Union, and Worldpay joining as early users. Invesco will take over management of Superstate’s USTB tokenized treasury fund, entering the $12B tokenized treasuries market.

S5 Ep 233Trading the Iran War, Crypto Still Outperforming, and Hype is Dominating
Crypto majors are slightly green after yesterday’s major bounce; BTC +1% at $71k; ETH even at $2,160; SOL +2% at $92. APT (+11%), TAO (+10%), and ZRO (+9%) led top movers. Oil held steady at $90; Gold also flat at $4,410. Nasdaq partnered with institutional crypto infra firm Talos to connect crypto trading and risk tools with its Calypso platform, the same system banks and funds use to manage collateral and surveillance across stocks and bonds. Former Kalshi employees are raising $35M for a new prediction market venture fund, backed by both the Kalshi and Polymarket CEOs. ParaFi Capital raised $125M for a new venture fund focused on stablecoins, tokenization, and institutional on-chain finance.

S5 Ep 232Slight Bounce for Crypto Majors, BTC at $71K, Saylor Gains Access to $44B to Buy More Bitcoin
Crypto majors are slightly green after yesterday’s major bounce; BTC +1% at $71k; ETH even at $2,160; SOL +2% at $92. APT (+11%), TAO (+10%), and ZRO (+9%) led top movers. Oil held steady at $90; Gold also flat at $4,410. Nasdaq partnered with institutional crypto infra firm Talos to connect crypto trading and risk tools with its Calypso platform, the same system banks and funds use to manage collateral and surveillance across stocks and bonds. Former Kalshi employees are raising $35M for a new prediction market venture fund, backed by both the Kalshi and Polymarket CEOs. ParaFi Capital raised $125M for a new venture fund focused on stablecoins, tokenization, and institutional on-chain finance.

S5 Ep 231Iran Strikes Postponed: BTC Rips, Pred Market Sports Betting Ban, Polymarket Major Announcement
Crypto majors are green and ripping on news that the US will postpone strikes on Iran for 5 days; BTC +3% at $70.7k; ETH +4% at $2,150; SOL +3% at $90. DEXE (+18%), NIGHT (+13%), and DASH (+9%) led top movers. Oil fell 8% to $90/barrel after briefly spiking over $100 on Sunday; Gold -2% to $4,400. Congress will introduce a bipartisan bill to ban sports betting on prediction markets, per the WSJ. Ledger hired former Circle executive John Andrews as CFO and opened a New York office. Coinbase rolled out stock perpetual futures for international users, offering USDC-settled leveraged exposure to Apple, Microsoft, and Amazon at up to 10x on single stocks and 20x on ETF products.

S5 Ep 230Crypto See’s a Rebound as Oil Prices Fall, Myriad Announce "Milestone" Seed Round, BTC Above $70K
Crypto majors are mixed but reversing after a Thursday selloff; BTC +1% at $70.7k; ETH -1% at $2,150; SOL -1% at $89.4. KITE (+18%), TAO (+13%), and FET (+6%) led top movers. Oil fell 2% to $94.80 and Gold fell another 0.5% to $4,670. Gemini shares rose ~7% after hours to $6.45 after news the exchange cut 30% of its workforce and will focus on prediction markets. BlackRock’s iShares Staked Ethereum Trust (ETHB) hit $254M in AUM just one week after its March 12 Nasdaq debut.

S5 Ep 229Crypto Tumbles as Iran Conflict Escalates & Inflation Concerns, BTC back under $70K
Crypto majors are very red ahead amidst the war escalation and inflation concerns; BTC -5% at $70.2k; ETH -6% at $2,170; SOL -4% at $90. KAS (+11%), RIVER (+7%), and MORPHO (+7%) led top movers. Oil spiked to $98 after multiple energy infrastructure targets hit; GOLD -6% at $4,696. PPI came in at 3.4% and above expectations. The SEC approved Nasdaq’s rule change allowing tokenized securities to trade on the exchange through the DTC pilot program, with the change taking effect for the duration of that pilot. Algorand Foundation cut 25% of staff amid crypto-market weakness and broader macro uncertainty, while saying it remains focused on network growth. Tempo Network mainnet launched as a payments-focused layer-1 backed by Stripe and Paradigm, with a new Machine Payments Protocol built for AI agents to transact beyond the limits of existing payment rails. Citi downgraded Gemini from Neutral to Sell, saying profitability is still years away; it cut the stock price target from $13 to $5.50, and GEMI fell more than 16% on the day.

S5 Ep 228Fed Rate Decision Today, Vanity Fair Piece Drama, Aster Announces Aster Chain
Crypto majors are slightly red ahead of today’s FOMC; BTC -0.3% at $73.8k; ETH -1% at $2,306; SOL even at $94. KAS (+11%), RIVER (+7%), and MORPHO (+7%) led top movers. Oil is down slightly at $95; GOLD -1% at $4,900. Mastercard agreed to acquire stablecoin infrastructure firm BVNK for up to $1.8 billion, the deal Coinbase walked away from last year. Citigroup slashed its 12-month Bitcoin target to $112K and Ethereum to $3,175, citing a narrowing window for the Clarity Act and weaker-than-expected ETF inflow assumptions. PayPal expanded PYUSD to 70 markets as the stablecoin’s market cap crossed $4 billion for the first time. XRP flipped BNB to reclaim the #4 spot by market cap as Ripple announced a VASP license application in Brazil. A poorly timed crypto feature from Vanity Fair raised questions about the mainstream crypto image.

S5 Ep 227Bitcoin outperforms, HYPE Soars, SEA Airdrop Delay
Crypto majors are slightly green but falling from local highs; BTC +0.3% at $73.9k; ETH +2% at $2,320; SOL even at $94. ZEC (+17%), FET (+12%), KAS (+7%) and SKY (+6%) led top movers. HYPE passed $40 yesterday for the first time since November, now at $41. Oil is at $96 but rebounding aftr another tanker struck in the Strait of Hormuz; GOLD flat at $5,000. BlockFills filed Chapter 11 bankruptcy in Delaware after a court froze its Bitcoin tied to a creditor dispute. Abra Financial Holdings is going public via SPAC at a $750M valuation, listing on Nasdaq as ABRX; Abra pitches itself as the first publicly traded SEC-registered digital asset RIA with a target of $10B+ AUM by 2027.

S5 Ep 226Strategy’s Huge $1.58B Buy Pushes BTC to 75K, HYPE Breaks $40, Kalshi $1B March Madness Bracket
Crypto majors are slightly green but falling from local highs; BTC +0.3% at $73.9k; ETH +2% at $2,320; SOL even at $94. ZEC (+17%), FET (+12%), KAS (+7%) and SKY (+6%) led top movers. HYPE passed $40 yesterday for the first time since November, now at $41. Oil is at $96 but rebounding aftr another tanker struck in the Strait of Hormuz; GOLD flat at $5,000. BlockFills filed Chapter 11 bankruptcy in Delaware after a court froze its Bitcoin tied to a creditor dispute. Abra Financial Holdings is going public via SPAC at a $750M valuation, listing on Nasdaq as ABRX; Abra pitches itself as the first publicly traded SEC-registered digital asset RIA with a target of $10B+ AUM by 2027.

S5 Ep 225Crypto is Green, ETH Leading at $2,300 & BTC at $73,800, Are We Back?
Crypto majors are very green and once again outperforming other markets; BTC +3% at $73.7k; ETH +7% at $2,275; SOL +6% at $94. PEPE (+17%), FET (+13%), DOT (+12%) and TAO (+9%) led top movers. Oil is at $96 but falling after briefly passing $100 over the weekend; GOLD flat at $5,010. The ETH Foundation stressed decentralization and self-sovereignty in its latest 38-page document. Kraken's SPAC is looking for a crypto-native acquisition target worth up to $10B, eyeing stablecoins, DeFi, and payments. Mizuho raised its price target for Circle as USDC surpassed USDT in adjusted transaction volume, the first time Circle’s stablecoin has led Tether. The crypto lobby has already spent $271 million on the 2026 midterms and is planning more attack ads targeting lawmakers who opposed industry-friendly legislation. Hyperliquid was featured by the Wall Street Journal, covering how traders are flocking their for 24/7 markets.

S5 Ep 224The $50M AAVE Swap Disaster, BTC Back to $72K, Myriad Season 3 Launch Special AMA
Crypto majors are very green and once again outperforming other markets; BTC +3% at $72.4k; ETH +3% at $2,120; SOL +4% at $90. TRUMP (+50%), RIVER (+18%), NIGHT (+16%) and FET (+15%) led top movers. Oil is steady at $93; GOLD -2% at $5,095. Vitalik Buterin described Ethereum's primary role as a public bulletin board for secure technology, changing the narrative to infrastructure for privacy and verifiability rather than a financial network. Ethereum is seeing a rise in address poisoning scams following the Fusaka upgrade, which reduced gas fees enough to make low-cost attack transactions viable at scale. JPMorgan Chase was sued for negligence in an alleged $328M crypto Ponzi scheme. BitMine, Ark Invest, and Kraken backed Eightco in a $125M funding round. The Dubai crypto conference Token2049 was cancelled for 2026.

S5 Ep 223HYPE/BTC Ratio Hits a New ATH, Crypto Grinds Higher With Oil
Crypto majors continue to grind higher; BTC +1% at $70.6k; ETH +2% at $2,070; SOL +2% at $87. RIVER (+18%), SKY (+8%) and HYPE (+8%) led top movers. Oil rebounded to $90+ as 3 more ships were struck. The HYPE/BTC ratio hit a new ATH after HYPE surged 8% to $37.60 overnight. Ripple began a $750M share buyback at a ~$50B valuation, signaling confidence ahead of a rumored IPO. Kraken announced Kraken CLI as its new interface for AI agents to access crypto markets natively. FDIC Chairman Travis Hill confirmed that stablecoin users won’t receive FDIC deposit insurance or pass-through coverage under the GENIUS Act. The American Bankers Association took aim at stablecoins at the same Washington Summit, citing yield competition and deposit flight risks for traditional banks under the GENIUS Act. The DOJ is reportedly investigating Iran’s alleged use of Binance to route $1B+ to sanctioned groups, while Binance simultaneously sued the Wall Street Journal for defamation over its earlier reporting on the probe. Northwestern Mutual found that 73% of Americans invested in prediction markets and crypto say they’re financially behind, with 80% of Gen Z citing these as faster paths to wealth than traditional investing. Revolut secured a UK banking license opening the door to expanded crypto and financial services for its 50M+ European users.

S5 Ep 222BTC at $69.6K Ahead of CPI, Saylor buys 2,038 More BTC, & X Money Debuts Next Month
Crypto majors retraced ahead of CPI this morning; BTC -1% at $69.6k; ETH -1% at $2,030; SOL -2% at $85. ICP (+10%), FET (+9%) and Pi (+5%) led top movers. Oil briefly fell sub-$80 before reclaiming $85 as news of Iran leaving mines in the Straight of Hormuz spooked the market. Circle stock (CRCL) surged and Bernstein sees another 60% upside, setting a $190 price target. Bitwise CIO Matt Hougan outlined how Bitcoin reaches $1M, arguing the global store-of-value market could hit $121T in 10 years. The SEC and CFTC are collaborating on a joint oversight framework under “Project Crypto,” aiming to end jurisdictional confusion and cut duplicate compliance requirements for crypto firms. China’s Supreme Court issued a warning against using crypto for crime, signaling tighter enforcement. South Korean exchange Bithumb faces a proposed 6-month partial suspension from the FIU for AML and KYC violations. Netflix banned Bitcoin sponsor logos from boxer Justin Cardona’s trunks one week before his Jake Paul undercard fight, citing a policy against “speculative financial products” while allowing gambling platforms Polymarket and DraftKings. Prosecutors requested an October 2026 retrial date for Tornado Cash developer Roman Storm on two deadlocked charges of money laundering and sanctions evasion.

S5 Ep 221Cryptos Surging During Iran War, HYPE Heats Up, Palantir & Polymarket Partner Up
Crypto majors are rallying as Oil falls 30%; BTC +5% at $70.6k; ETH +4% at $2,060; SOL +4% at $87. DEXE (+18%), TAO (+8%) and CHZ (+5%) led top movers. Oil fell to $85 on Monday after peaking over $115 on Sunday night, down 30%. Arthur Hayes published his “$HYPE Man” thesis Monday, calling Hyperliquid the “highest quality project in all of crypto” and setting an August price target of $150 (~5x from ~$30). Polymarket’s U.S. recession odds climbed to 41% Monday amid rising geopolitical risk and macro headwinds (now back to 29%). Block CEO Jack Dorsey said Block will support stablecoins despite his objections because “our customers want to use them”.

S5 Ep 220BTC Pumps to $70.6K, Nasdaq x Kraken Tokenized Stocks, & Strategy Buys $1.28B BTC
Crypto majors are rallying as Oil falls 30%; BTC +5% at $70.6k; ETH +4% at $2,060; SOL +4% at $87. DEXE (+18%), TAO (+8%) and CHZ (+5%) led top movers. Oil fell to $85 on Monday after peaking over $115 on Sunday night, down 30%. Arthur Hayes published his “$HYPE Man” thesis Monday, calling Hyperliquid the “highest quality project in all of crypto” and setting an August price target of $150 (~5x from ~$30). Polymarket’s U.S. recession odds climbed to 41% Monday amid rising geopolitical risk and macro headwinds (now back to 29%). Block CEO Jack Dorsey said Block will support stablecoins despite his objections because “our customers want to use them”.

S5 Ep 219BTC Hits $67.5K as Oil Crashes to $100, What Happens With Iran Now, & Crypto Rebounds
Crypto majors are rebounding as Oil cools off; BTC even at $67.5k; ETH +1% at $1,990; SOL -1% at $83. DEXE (+18%), TAO (+8%) and CHZ (+5%) led top movers. Oil is trading at $101 on Hyperliquid after hitting $115+ overnight. Crypto majors rebound overnight as Oil drops from $115 to $100; BTC at $67.5k. Polymarket and Kalshi reportedly raise at $20B valuations. Florida aims to sign new stablecoin bill into law. Circle and Stripe are both investing heavily in stablecoin infrastructure for AI. Kast raises $80M to expand its stablecoin-powered neobank across borders.

S5 Ep 218BTC Dips to $70K, OKX Surges & Pudgy Penguin Copyright Drama!
Crypto majors are red as oil soars to $85; BTC -3% at $70.2k; ETH -4% at $2,050; SOL -5% at $87. K (+22%), OKB (+21%) and Kite (+10%) led top movers. The FDIC, FRB and OCC issued joint guidance stating that tokenized securities should receive the same treatment as non-tokenized. OKB surged 38%+ following the ICE investment news, extending its 2025 run that was ignited by OKX’s $7.6B token burn in August. Cardano went live for payments at Spar grocery stores in Switzerland, adding ADA to the list of crypto assets accepted at physical retail. Ripple CEO Brad Garlinghouse backed Trump and the CLARITY Act, signaling continued industry alignment behind the crypto market structure bill moving through Congress. ZeroHash applied for an OCC national trust bank charter, seeking federal authorization for stablecoin issuance, custody, and settlement. Revolut filed for a US national bank charter, seeking full-service banking for American customers with checking and savings accounts. John Daghita was arrested for allegedly stealing $46M in crypto from the US Marshals Service, identified first by ZachXBT. BlockFills’ Bitcoin was frozen by a judge amid a dispute with Dominion Capital, marking another legal entanglement for the institutional crypto trading firm. Situational Awareness LP, the $5.5B hedge fund run by ex-OpenAI researcher Leopold Aschenbrenner, revealed ~$1B in Bitcoin miner positions (turned AI power infra plays) in its Q4 2025 13F, with holdings in Core Scientific, IREN, Riot Platforms, Cipher Mining, and Bitdeer.

S5 Ep 217BTC $73K, $1.15B ETF Inflows & Kraken's Fedwire Win — Is the Bull Run Back?
Crypto majors are very green again up 2-4%; BTC +3% at $73k; ETH +4% at $2,130; SOL +2% at $91.60. Pi (+14%), H (+12%) and Kite (+10%) led top movers. Bitcoin market conditions are drawing comparisons to the FTX bottom, with analysts at FalconX pointing to a 19% rebound from the $60K support level and peak capitulation in social sentiment as signs a floor may be forming. Kraken's banking arm became the first crypto firm to secure a Federal Reserve master account, gaining direct access to Fedwire and the same payment rails used by traditional banks. White House crypto advisor Patrick Witt publicly pushed back on JPMorgan CEO Jamie Dimon’s call to regulate stablecoin issuers like banks. a16z crypto is targeting a $2B raise for its fifth fund, bringing crypto fundraises announced in 2026 to $4B+. Cathie Wood’s Ark Invest bought $4M in Coinbase and $12M in Robinhood on Tuesday’s dip driven by Iran war uncertainty (both rebounded sharply Wednesday, COIN +13%, HOOD +9% from open).

S5 Ep 216Why Bitcoin Hit $71.4K & What CFTC Perpetuals Mean for US Traders - Daily Crypto News
Crypto majors are big green after huge overnight gains; BTC +4% at $71k; ETH +3% at $2,050; SOL +5% at $89.60; HYPE +1% at $32.60. KITE (+21%), SPX (+11%) and Aero (+11%) led top movers. Trump posted on Truth Social that banks are “threatening and undermining” the GENIUS Act and holding the CLARITY Act “hostage”. Iranian crypto exchanges logged $10.3M in outflows between February 28 and March 2 following the US-Israeli airstrikes. Saylor’s STRC closed above $100 with 1.82M shares sold, raising enough capital for Saylor to buy 1,016 Bitcoin (a new daily record). Vitalik shared thoughts on Ethereum’s place in the world and what good is has caused, promising to focus future efforts into building a “sanctuary tech ecosystem”. Tether committed $6.4M to Swiss city Lugano continuing its bitcoin adoption partnership with the municipality that’s become a test case for city-level BTC integration. Bridge and Visa are expanding stablecoin-linked Visa card issuance globally, building on the Latin America pilot launched last April.

S5 Ep 215Iran War Sparks Crypto Crash: Bitcoin & Market Volatility Explained- UnderExposed: Your Weekly Macro & Crypto News Show
Crypto majors are green after major gains on Monday; BTC +2% at $67.6k; ETH +2% at $1,985; SOL +1% at $85. NEAR (+12%), CHZ (+10%), Morpho (+10%) and Virtuals (+7%) led top movers. Stock futures are deep red after oil jumped 8% and concerns over a prolonged Iran War rise. Bitcoin hit $70K briefly Monday amid the US-Iran conflict before pulling back, with other majors ETH, Solana, and HYPE all posting big gains as well before reversing. CRCL stock gained 15% on Monday, now up nearly 60% since last week’s Q4 earnings call. A new Senate housing package deal is moving forward with a ban on CBDCs, backed by the White House. Uniswap won a full dismissal in the remaining state-level claims against them which aimed to make them liable for scam tokens trading on the protocol. Chinese banks are freezing accounts belonging to users who mention “Bitcoin,” “Dogecoin,” or “USDT” in wire transfer memo fields, with China Construction Bank customers reporting no path to unfreeze. Bitcoin’s BIP-110 governance fight escalated Monday as mining pool Ocean produced the first block signaling support for the temporary soft fork targeting non-monetary data.

S5 Ep 214Bitcoin Hits $70K as China Freezes Crypto Accounts — What's Next? - Daily Crypto News
Crypto majors are green after major gains on Monday; BTC +2% at $67.6k; ETH +2% at $1,985; SOL +1% at $85. NEAR (+12%), CHZ (+10%), Morpho (+10%) and Virtuals (+7%) led top movers. Stock futures are deep red after oil jumped 8% and concerns over a prolonged Iran War rise. Bitcoin hit $70K briefly Monday amid the US-Iran conflict before pulling back, with other majors ETH, Solana, and HYPE all posting big gains as well before reversing. CRCL stock gained 15% on Monday, now up nearly 60% since last week’s Q4 earnings call. A new Senate housing package deal is moving forward with a ban on CBDCs, backed by the White House. Uniswap won a full dismissal in the remaining state-level claims against them which aimed to make them liable for scam tokens trading on the protocol. Chinese banks are freezing accounts belonging to users who mention “Bitcoin,” “Dogecoin,” or “USDT” in wire transfer memo fields, with China Construction Bank customers reporting no path to unfreeze. Bitcoin’s BIP-110 governance fight escalated Monday as mining pool Ocean produced the first block signaling support for the temporary soft fork targeting non-monetary data.

S5 Ep 213Why Bitcoin Dropped on Iran Conflict & What HYPE's 20% Surge Means - Daily Crypto News
Crypto majors fell and then rebounded on the initial Iran strike and have levelled off; BTC even at $66.3k; ETH -2% at $1,950; SOL -1% at $84. Morpho (+5%), NEAR (+5%) and JUP (+3%) led top movers. Oil is up 8% premarket this morning with the Straight of Hormuz closure. Gold (+3%) and Silver (+2%) are both rallying amist the war. HYPE rallied 13% over the weekend to $31 as Hyperliquid HIP-3 open interest set an all-time high above $1.1B and was featured in a Bloomberg headline about weekend markets. The Department of War labeled Anthropic a “supply chain risk” and directed federal agencies to stop using its AI tools after negoations to use Claude for the Iran war fell through. Iran’s crypto mining network is being monitored, as the regime operated between 2-5% of global Bitcoin hashrate using subsidized electricity. Trump Media is weighing spinning off Truth Social into a separate public entity called SpinCo, which would merge with Texas Ventures III. South Korea’s National Tax Service accidentally published unredacted Ledger seed phrases in a press release. Minnesota lawmakers are considering a full statewide ban on crypto ATMs via HF 3642, which would make it the first US state to do so. Ripple introduced new funding routes for XRP Ledger development, including a new FinTech Builder Programme and university partnerships.

S5 Ep 212Jack Dorsey Fires 40% Due to AI, Iran Worries Causes Crypto Dip, & OSF Talks All Things REKT
Crypto majors are red as Iran strike odds; BTC -3% at $66K; ETH -5% at $1,960; SOL -5% at $83. ZRO (+11%), DCR (+7%) and STABLE (+6%) led top movers. Circle (CRCL) surged nearly 50% since Tuesday’s Q4 earnings beat, with USDC circulation up 72% YoY to $75.3B. Vitalik Buterin published a post-quantum Ethereum roadmap targeting four vulnerable layers: BLS validator signatures, KZG data availability commitments, ECDSA wallet signatures, and ZK proof systems. ZachXBT exposed an Axiom Exchange employee named Broox Bauer for allegedly using internal dashboards to map KOL private wallets and front-run memecoin positions since early 2025. Congress introduced the Promoting Innovation in Blockchain Development Act, a bipartisan bill that would amend 18 USC 1960 to apply only to those who “exercise control over currency,” decriminalizing non-custodial DeFi developers. Indiana passed HB 1042, requiring public retirement and savings plans to offer at least one crypto ETF option via self-directed brokerage accounts by July 2027. MetaMask’s crypto Mastercard now offers US users cashback and travel perks, deepening the on-ramp to onchain spending.

S5 Ep 211Mr. Beast Employee Fined for Kalshi Insider Trading, ZachXBT Expose Released, Special Guest: LayerZero's CEO Bryan Pellegrino Joins Us - Crypto News February 26th 2026
Crypto majors are very green and continuing the rebound rally; BTC +4% at $68.2K; ETH +7% at $2,070; SOL +5% at $88. DCR (+15%), Stable (+14%), DOT (+13%) and AERO (+13%) led top movers. BTC bounced 7% to near $69K after falling below $63K Tuesday, as whale buying and ETF inflows sparked a $400M short squeeze. Circle (CRCL) surged 35% after huge Q4 results: USDC circulation $75.3B (+72%), transaction volume $11.9T (+247%), revenue $770M (+77%). Nvidia posted a record $68.1B in Q4 revenue (+73%), guided Q1 to $78B, and confirmed Vera Rubin sample shipments started (NVDA +3.5%). The Ethereum Foundation published its "strawmap", a public developer roadmap targeting seven protocol forks through 2029 with north stars including 10K TPS via zkEVMs, first-class privacy, and post-quantum cryptography. The Dutch government plans to impose a 36% tax on unrealized crypto gains, amending existing tax law to treat digital assets on a mark-to-market basis. A UK parliamentary committee proposed a temporary ban on crypto donations in politics, citing foreign influence concerns and traceability issues. An AI system discovered a critical bug in Nethermind’s Ethereum client, the latest win for AI-driven security auditing. Sen. Richard Blumenthal opened a Senate inquiry into Binance over alleged $1.7B in transfers to Iran-linked entities including the Houthis.

S5 Ep 210Vitalik Sold Over 10.7k ETH Since Early Feb, Stablecoins Are Running Crypto, BTC Down 50% From ATH
Crypto majors are very green after a big rebound; BTC +4% at $65.7K; ETH +6% at $1,940; SOL +8% at $83. Virtual (+20%), Morpho (+16%), DOT (+13%) and ETHFI (+13%) led top movers; AVAX +10% as well. Bitcoin is down 50% from its all-time high as trader sentiment turns increasingly bearish, per Decrypt reporting today. The Ethereum Foundation began staking 70,000 ETH from its treasury, with an initial 2,106 ETH deposit going live today; staking rewards will fund protocol R&D and ecosystem grants. Vitalik has sold more than 10,700 ETH since early February, netting roughly $6.1M, with the proceeds used to help fund the Ethereum Foundation. The Trump administration is publicly pressuring the crypto industry to revive the stalled market structure bill. Meanwhile, World Liberty Financial is siding with Coinbase against the White House’s version of the market structure bill, creating a split between Trump’s administration and Trump’s own crypto business over stablecoin yield language. Michigan lawmakers introduced a bill that would allow state employees to receive wages in Bitcoin. Solana DeFi TVL has declined 52% from its September peak to $6.3B. Tether teased an upcoming product announcement, with speculation of a neobank and/or payments card.

S5 Ep 209The ZachXBT Exposé Situation, Citrini Report Reactions, & Macro & Crypto’s Instability
Crypto majors are red again down anoter 4%; BTC -4% at $63.3K; ETH -4% at $1,820; SOL -4% at $77. DCR (+8%), JST (+2%) and XMR (+2%) led top movers. ZachXBT teased a major investigation dropping on Thursday which will expose a top crypto protocol for inside trading. Terraform Labs' bankruptcy administrator sued Jane Street, alleging the firm used a secret insider chat with a former Terraform intern to front-run the UST collapse, withdrawing 85M UST from Curve just minutes after Terraform pulled 150M. World Liberty Financial claimed a “coordinated attack” after USD1 briefly depegged to $0.98 on Binance citing hacked X accounts, disinformation, and short-selling (WLFI dropped 7%). Crypto.com received conditional OCC approval for a national trust bank charter, joining Circle, Ripple, Paxos, and Bridge; Coinbase and WLF still pending. Vitalik Buterin sold 3,100+ ETH via CoW Swap to fund Ethereum Foundation initiatives. Missouri lawmakers revived a Bitcoin strategic reserve bill with updated language addressing concerns that killed the prior version. Austria ordered KuCoin EU to freeze operations over compliance staffing shortfalls. Mexican billionaire Ricardo Salinas encouraged buying Bitcoin on dips as BTC trades well off its highs.

S5 Ep 208BTC Falls Even Further, USD1 Briefly Depegs to $0.98, & ZachXBT Exposé Theories Heat Up
Crypto majors are red again down anoter 4%; BTC -4% at $63.3K; ETH -4% at $1,820; SOL -4% at $77. DCR (+8%), JST (+2%) and XMR (+2%) led top movers. ZachXBT teased a major investigation dropping on Thursday which will expose a top crypto protocol for inside trading. Terraform Labs' bankruptcy administrator sued Jane Street, alleging the firm used a secret insider chat with a former Terraform intern to front-run the UST collapse, withdrawing 85M UST from Curve just minutes after Terraform pulled 150M. World Liberty Financial claimed a “coordinated attack” after USD1 briefly depegged to $0.98 on Binance citing hacked X accounts, disinformation, and short-selling (WLFI dropped 7%). Crypto.com received conditional OCC approval for a national trust bank charter, joining Circle, Ripple, Paxos, and Bridge; Coinbase and WLF still pending. Vitalik Buterin sold 3,100+ ETH via CoW Swap to fund Ethereum Foundation initiatives. Missouri lawmakers revived a Bitcoin strategic reserve bill with updated language addressing concerns that killed the prior version. Austria ordered KuCoin EU to freeze operations over compliance staffing shortfalls. Mexican billionaire Ricardo Salinas encouraged buying Bitcoin on dips as BTC trades well off its highs.

S5 Ep 207Lobstar AI Sends $250k to Reply Guy, Supreme Court Denies Trump Tariffs, What Happened with Markets?
Crypto majors are red but recovering after a big Sunday night selloff; BTC -2% at $66.4K; ETH -2% at $1,920; SOL -4% at $80. PIPPIN (+16%), ETHFI (+7%) and JST (+5%) led top movers. Over $400M in longs were liquidated as Bitcoin crashed below $65k last night. Tether’s circulating USDT supply has fallen by $1.5B so far in February and is now down nearly $4B from its local peak. Q4 2025 GDP badly missed expectations, coming in at 1.4% annualized vs. the 3% consensus; the 43-day government shutdown subtracted roughly 1 full percentage point, while exports reversed and consumer spending decelerated. Meanwhile, PCE inflation ticked up to 2.9%, giving markets slow growth alongside sticky prices. Bitwise warned of further Bitcoin price weakness, citing continued macro pressure and the need for equity market stability before any sustained crypto rally can materialize. South Korean regulators are facing scrutiny over a structural input error at Bithumb that accidentally credited $43B in Bitcoin to user accounts. World Liberty Financial announced plans to tokenize loan revenue interests in the Trump International Hotel & Resort in the Maldives via Securitize. Forty-one House Democrats pressed Treasury Secretary Bessent on World Liberty Financial’s potential banking charter, warning that approving a Trump family crypto company for a national bank license could threaten the independence of the US banking system.

S5 Ep 206Base Breaks Up With Optimism, Crypto Up 3%, PUNCH Meme Up 200% as Monkey Goes Viral
Crypto majors are slightly green after yesterday’s dip; BTC +1% at $67.4K; ETH even at $1,950; SOL +3% at $84; XRP -1% at $1.40. KITE (+18%), Morpho (+10%) and Stable (+9%) led top movers. Bitcoin RSI fell below 30, historically a level that has preceded rebounds. The CME Group announced 24/7 crypto derivatives trading starting May 29, pending regulatory review. The White House pushed the banks on stablecoin yield, telling bankers that limited activity-based stablecoin rewards would remain in the next draft of the Clarity Act. Senator Warren spoke out against using taxpayer money to bail out Bitcoin and crypto firms. Russia is planning to block citizens from trading crypto on overseas exchanges, with experts saying enforcement is the key open question. Eric Trump reaffirmed his $1M Bitcoin prediction, citing long-term demand and a weaker dollar as key drivers. Blockfills is seeking a buyer after reporting $75 million in losses.

S5 Ep 205Crypto Falls Amidst Iran Escalation, OpenAi’s Smart Contract Integration, & BTC $66.6k
Crypto majors are slightly red down 1-2%; BTC -1% at $66.6K; ETH -1% at $1,950; SOL -2% at $81; XRP -4% at $1.41. Goldman Sachs CEO David Solomon attended the World Liberty Forum, told attendees that crypto firms rejecting the Clarity Act “should move to El Salvador,” and disclosed owning “very little, but some” BTC. NYSE President Lynn Martin said the exchange felt a “responsibility” to enter tokenization, flagging a 24/7 blockchain trading platform targeting launch later this year. California finalized DFAL licensing requirements, mandating crypto firms obtain a Digital Financial Assets Law license or exemption to operate in the state. Coinbase expanded its Morpho-powered crypto lending to XRP, DOGE, ADA, and LTC. Coinbase CEO Brian Armstrong called the quantum risk a “solvable issue” for crypto, speaking to CNBC from the WLFI Forum. Apex Group ($3.5T AUM) partnered with World Liberty Financial to pilot the Trump-backed USD1 stablecoin for fund operations.

S5 Ep 204Is This the Start of Web 4.0, Pump Fun Launches Cashback Coins, WLFI See’s +22% Jump
Crypto majors are slightly red with ETH leading; BTC -1% at $67.4K; ETH even at $1,970; SOL -3% at $83; XRP even at $1.46. WLFI (+22%), KITE (+17%) and NIGHT (+7%) led top movers. Bitcoin open interest has collapsed 55% from its October 2025 peak of $94B to ~$44B, the steepest drawdown since April 2023. Dragonfly Capital closed Fund IV at $650 million, $150M above its original target, making it one of the largest crypto VC raises of the cycle. BlackRock and Coinbase revealed they’ll take an 18% cut of staking rewards from BlackRock’s forthcoming iShares Staked Ethereum Trust ETF (ticker: ETHB). The Netherlands may force crypto holders to liquidate assets to cover taxes under proposed Dutch reforms that would apply levies to unrealized gains. The Ethereum Foundation is exploring AI tools for drafting governance proposals and moderating community meetings. Abu Dhabi’s Mubadala and Al Warda collectively held over $1 billion in BlackRock’s IBIT at year-end 2025.

S5 Ep 203Vitalik’s Take on Prediction Markets, Harvard Selling BTC for ETH, Logan Paul’s Record Pokemon Sale
Crypto majors are slightly red down 1%; BTC -1% at $68K; ETH even at $1,970; SOL even at $85; XRP -2% at $1.45. Stable (+12%), NEXO (+7%) and PI (+5%) led top movers. Logan Paul’s rare Pokemon card sold for a record $16.5M at auction. Ethereum Foundation co-ED Tomasz Stańczak will step down at the end of February, with Bastian Aue taking over alongside Hsiao-Wei Wang. Kraken will sponsor Trump Accounts for newborns in Wyoming. Steak ‘n’ Shake said that its Bitcoin adoption has driven a dramatic increase in sales over the past 9 months. Vitalik Buterin argued prediction market hedging could “replace fiat currency”, proposing personalized baskets of prediction market shares pegged to users’ actual spending patterns instead of dollar-pegged stablecoins. Polymarket launched 5-minute Bitcoin up/down markets powered by Chainlink, and short-duration contracts are already driving 25% of daily trading volume.

S5 Ep 202Layer Zero's Massive Blockchain Upgrade, MegaETH’s Bread Talks Mainnet, SBF Wants a New Trial
Crypto majors are red down 2-3% ahead of today’s jobs report; BTC -2% at $67.1K; ETH -2% at $1,960; SOL -3% at $81; XRP -2% at ~$1.37. ZRO (+32%), RIVER (+14%) and ASTER (+4%) led top movers. LayerZero announced its own L1 blockchain called Zero, backed by Citadel Securities and Ark Invest, with Google Cloud and DTCC partnerships. Tether Investments made a strategic investment in LayerZero Labs, the protocol behind USDt0 just hours ahead of the Zero announcement. Goldman Sachs disclosed holding $1.1B of BTC and $1B of ETH, making up 0.33% of its portfolio. SBF filed a pro se motion for a new trial after firing his lawyer, potentially opening a path for him to get out of prison. Ray Dalio warned CBDCs will eliminate financial privacy in an interview with Tucker Carlson, calling them inevitable but also “not that big of a deal” as a store of value. Robinhood missed Q4 revenue expectations at $1.28B vs. $1.35B expected; crypto revenue fell 38% YoY to $221M as BTC dropped 23% in Q4 while prediction market volume spiked 4x. SafeMoon CEO Braden Karony received a 100-month prison sentence for securities fraud, wire fraud, and money laundering; ordered to forfeit $7.5M. Kraken moved CFO Stephanie Lemmerman to an advisory role ahead of the exchange’s planned IPO.

S5 Ep 201Crypto’s Fall From Grace, Retail Reacts to Coinbase Super Bowl Ad, & What Are We Trading?
Crypto majors are mostly flat; BTC -1% at $68.6K; ETH -1% at $2,010; SOL even at $84; XRP even at ~$1.40. STABLE (+20%), H (+7%) and ASTER (+5%) led top movers. ZRO briefly jumped 20% before selling off, amidst speculation of launching its own chain. Farcaster co-founders Dan Romero and Varun Srinivasan joined Stripe’s Tempo, calling stablecoins a “generational opportunity”. Tether invested $150M in Gold.com for a ~12% stake; Tether’s gold stash now tops $23B (148+ tonnes), making it a top-30 global gold holder per Jefferies. MrBeast’s Beast Industries acquired Step, a teen-focused banking app backed by Stephen Curry and Justin Timberlake. Logan Paul faked a $1 million Polymarket bet during the Super Bowl. Polymarket sued Massachusetts in federal court, arguing only the CFTC has jurisdiction over prediction markets; meanwhile Kalshi sports markets face a 30-day geofence deadline. It’s a big week ahead for macro: Delayed nonfarm payrolls Wednesday, Coinbase earnings Thursday, Robinhood earnings Friday, and CPI on Friday.

S5 Ep 200What’s going on with Hype & HIP-3, Is the Bet Everything-ification of markets a good thing?
Crypto majors are mostly flat; BTC -1% at $68.6K; ETH -1% at $2,010; SOL even at $84; XRP even at ~$1.40. STABLE (+20%), H (+7%) and ASTER (+5%) led top movers. ZRO briefly jumped 20% before selling off, amidst speculation of launching its own chain. Farcaster co-founders Dan Romero and Varun Srinivasan joined Stripe’s Tempo, calling stablecoins a “generational opportunity”. Tether invested $150M in Gold.com for a ~12% stake; Tether’s gold stash now tops $23B (148+ tonnes), making it a top-30 global gold holder per Jefferies. MrBeast’s Beast Industries acquired Step, a teen-focused banking app backed by Stephen Curry and Justin Timberlake. Logan Paul faked a $1 million Polymarket bet during the Super Bowl. Polymarket sued Massachusetts in federal court, arguing only the CFTC has jurisdiction over prediction markets; meanwhile Kalshi sports markets face a 30-day geofence deadline. It’s a big week ahead for macro: Delayed nonfarm payrolls Wednesday, Coinbase earnings Thursday, Robinhood earnings Friday, and CPI on Friday.

S5 Ep 199BTC Back Under $70k, MegaETH Gives TGE Update, Japan Elects Crypto Friendly PM
Crypto majors are red overnight after a major relief rally on Friday brough BTC back to $70k; BTC -3% at $68.9K; ETH -5% at $2,030; SOL -5% at $84; XRP -3% at ~$1.40. H (+11%), DCR (+9%) and WLFI (+4%) led top movers. Bitcoin rebounded 11% on Friday, climbing back above $70K after touching $60K Thursday in its worst single-day drop since FTX collapsed. XRP led the recovery, rocketing 17% as the bounce gathered momentum. China formalized bans on yuan-linked stablecoins and classified most RWA tokenization as illegal. The Financial Times published an opinion piece positing that at $69k, Bitcoin is still $69k too expensive. The White House is set to host another roundtable with crypto firms and banks tomorrow to push towards agreement on Clarity Act. South Korean exchange Bithumb accidentally credited users with 2,000 BTC each instead of a tiny cash reward (recovered 99%). Coinbase’s crypto-backed loans notched record liquidations with $170M wiped out via Morpho in a week, including $90.7M on Thursday alone. Cathie Wood’s Ark Invest sold $19M in Coinbase shares Thursday, just days after buying more COIN. Bitfarms pumped on news that it’s pivoting from Bitcoin mining to AI, rebranding, and moving to the U.S.

S5 Ep 198Bitcoin Falls Below Trump Pump, Hype/BTC Hits New ATH, & ETH Goes Under $2k
Crypto majors are very red another 5-8% after another brutal selloff that saw BTC go to $60k; BTC -5% at $66.3K; ETH -7% at $1,920; SOL -9% at $82; XRP +1% at ~$1.37. QNT (+5%), HYPE (+4%) and FLR (+7%) led top movers. The HYPE / BTC ratio hit a new ATH as Hyperliquid held strong during the Bitcoin crash. JPMorgan said Bitcoin could be “more attractive” than gold over time as a store of value, despite the current route. Bitcoin mining stocks are approaching crisis as BTC trades near the $60K-$80K production cost range; mining difficulty expected to drop 13% Saturday. Gemini is cutting 25% of staff and exiting UK, EU, and Australia; accounts close Apr 6.

S5 Ep 197BTC Under $70k, Fear & Greed at 14, is This the Bottom?
Crypto Majors Are Very Red Down 7-10% After a Brutal Overnight Selloff; Btc -8% at $69.6k; Eth -7% at $2,070; Sol -7% at $89.4; Xrp -14% at ~$1.36. Myx (+4%) and Lit (+1%) Led Top Movers. Bitcoin Sank to ~$69,200 Overnight Wednesday, Extending Its Weekly Losses to 20%; Fear & Greed at 14, the Lowest Since Late November 2025. Treasury Secretary Bessent Testified Before the House Financial Services Committee on Wednesday; Told Rep. Sherman the Government Has “absolutely” No Plans to Bail Out Bitcoin or Issue a CBDC. Brock Pierce’s Relationship With Epstein Went Far Deeper Than Previously Known, With Pierce Referenced 1,801 Times in the Files. Luke Dashjr Called on Adam Back to Resign From Blockstream After the Files Named Epstein as an Early Investor via Joi Ito’s Fund. Alleged Ransom Notes for Nancy Guthrie (Savannah Guthrie’s Mother) Are Demanding Millions in Bitcoin According to the Fbi and Pima County Sheriff Investigating. Cme Group is Exploring Launching Its Own Coin on a Decentralized Network and Moving All Crypto Products to 24/7 Trading in Q. Fidelity Launched Its Fidd Stablecoin on Ethereum With $59m Initial Supply, Backed by Cash and Short-term Treasuries, Making the $6.8t Asset Manager the Largest Tradfi Player to Issue a Stablecoin. Metamask Integrated Ondo Finance to Offer 200+ Tokenized U.s. Stocks, Etfs, and Commodities Directly in-wallet.

S5 Ep 196Crypto Dumps, Vitalik Dumps L2s, and How Much Lower Are We Heading?
Crypto majors are red but rebounding after a major selloff; BTC -3% at $76K; ETH -1% at $2,250; SOL -6% at $96.4; XRP -1% at ~$1.59. WLFI (+5%) led top movers. Vitalik Buterin ripped up Ethereum’s L2-focused roadmap, warning some layer-2s have compromised on decentralization and shouldn’t be “branded” as Ethereum extensions. The Epstein files revealed Jeffrey Epstein invested $500K in Blockstream’s 2014 seed round through Joi Ito’s fund and invited Adam Back to his island. Y Combinator announced startups can receive $500K seed checks in USDC on Base, Solana, or Ethereum starting this spring. Justin Sun’s alleged ex-girlfriend accused him of using employee identities to run coordinated Binance accounts that pumped TRX before dumping on retail. Standard Chartered cut its 2026 SOL target to $250 (from $310) but raised long-term forecast to $2,000 by 2030; says Solana will dominate stablecoin micropayments as it moves beyond memecoin. Cathie Wood’s Ark Invest bought $72M in crypto stocks Monday: $32.7M Robinhood, $14.6M CoreWeave, $9.4M Circle, $6.3M BitMine, $6M Bullish, $1.3M Coinbase.

S5 Ep 195Warsh Fed Chair Pick, Hyperliquid Predictions & Hip3 Boom, Moltbook Mania & the Next Ai Crypto Wave
Crypto majors are flat on the day; BTC even at $78.1K; ETH -1% at $2,290; SOL -1% at $103; XRP -2% at ~$1.60. STX (+20%), HYPE (+17%) and Polygon (+12%) led top movers. Elon announced that xAI and SpaceX will officially merge and are valued at $1.25T; xAI reportedly hiring crypto experts to teach AI how to trade. Stablecoin volumes passed $10T last month, including $8.6T for USDC. Crypto stocks fell hard with bitcoin under $80K; Coinbase, Strategy, and Robinhood all posting sizeable losses Monday. Opera stock jumped 15%+ after adding USDT and Tether Gold support to its MiniPay wallet; now has 12.6M activated wallets processing $153M+ monthly. GameStop CEO Ryan Cohen announced plans for a “very, very, very big” consumer company acquisition he called “way more compelling than bitcoin”. JPMorgan’s 2026 Family Office Report shows 89% of family offices have zero crypto exposure despite headlines and hype; only 17% plan to invest in digital assets going forward. Bed Bath & Beyond announced it’s acquiring Tokens.com to build a tokenized real estate platform with Figure Technologies. Vitalik Buterin revealed he made $70K on Polymarket in 2025 by betting against extreme market sentiment; says the strategy “usually makes money”.

S5 Ep 194Bitcoin Does Not Feel Great Here, Hyperliquid Up 17%, Sol to $70?
Crypto majors are flat on the day; BTC even at $78.1K; ETH -1% at $2,290; SOL -1% at $103; XRP -2% at ~$1.60. STX (+20%), HYPE (+17%) and Polygon (+12%) led top movers. Elon announced that xAI and SpaceX will officially merge and are valued at $1.25T; xAI reportedly hiring crypto experts to teach AI how to trade. Stablecoin volumes passed $10T last month, including $8.6T for USDC. Crypto stocks fell hard with bitcoin under $80K; Coinbase, Strategy, and Robinhood all posting sizeable losses Monday. Opera stock jumped 15%+ after adding USDT and Tether Gold support to its MiniPay wallet; now has 12.6M activated wallets processing $153M+ monthly. GameStop CEO Ryan Cohen announced plans for a “very, very, very big” consumer company acquisition he called “way more compelling than bitcoin”. JPMorgan’s 2026 Family Office Report shows 89% of family offices have zero crypto exposure despite headlines and hype; only 17% plan to invest in digital assets going forward. Bed Bath & Beyond announced it’s acquiring Tokens.com to build a tokenized real estate platform with Figure Technologies. Vitalik Buterin revealed he made $70K on Polymarket in 2025 by betting against extreme market sentiment; says the strategy “usually makes money”.

S5 Ep 193Bitcoin hit $75K, Tom Lee’s BMNR down $6.9B on ETH position, & Special Guest: MINHxDYNASTY joins us
Crypto majors fell over the weekend, down 10-20% on the week; BTC -10% at $78,200; ETH -20% at $2,310; BNB -12% at $767; SOL -15% at $103. RIVER (+32%), Stable (+19%) and MYX (+16%) led daily top movers. The Crypto Fear & Greed Index plunged to 16, the lowest reading of 2026. ETH recorded its most oversold daily RSI since August 2024. World Liberty Fi signed a $500M deal with an Abu Dhabi fund just days before the inauguration according to new report from WSJ. Trump’s Fed Chair pick Kevin Warsh has a mixed crypto record including backing CBDCs. Visa and Mastercard execs aren’t buying the stablecoin hype, citing limited consumer demand in developed markets. Ripple launched Ripple Treasury for enterprises to manage fiat and digital assets together using RLUSD stablecoin.

S5 Ep 192Crypto Majorly Red, Gold & Silver see massive selloff, Washington gives Crypto Green Light
Crypto majors are very red after one of the worst days in recent history; BTC -6% at $82,700; ETH -6% at $2,740; BNB -6% at $837; SOL -5% at $116. CC (+3%) led top movers. Gold and Silver fell 7% and 10% respectively, as the selloff hit metals as well. Trump nominated Kevin Warsh to replace Jerome Powell as Fed Chair. The SEC and CFTC’s “Project Crypto” initiative signaled incoming rules for tokenized collateral and onshore perpetuals. The Senate Ag Committee advanced the crypto bill 12-11, but zero Democrats voted yes; Sen. Booker blamed the White House for tanking negotiations over ethics provisions. CFTC Chair Selig withdrew the proposed ban on sports/politics prediction contracts and directed staff to draft new event contracts rulemaking - a major win for Kalshi and Polymarket. Ethereum OGs launched a $220M security fund using 75,000 ETH left over from the 2016 DAO hack. Vitalik announced he will invest $45M into Ethereum projects aimed at open-sourced security and privacy. Senator Cory Booker criticized the White House, saying Trump family crypto conflicts have made negotiations “infinitely harder”. Benchmark said Bitcoin’s quantum threat is “real but distant”, arguing the network has ample time to evolve.

S5 Ep 191Crypto falls despite neutral FOMC, Hyperliquid’s HIP-3 does $2B+ in volume, & MegaETH teases mainnet
Crypto majors are red following a neutral FOMC; BTC -2% at $87,800; ETH -3% at $2,930, SOL -4% at $123; XRP -3% to $1.86. Stable (+18%), PAXG (+5%) and WLD (+4%) led top movers. Gold hit another new ATH at $5,600, adding the entire market cap of Bitcoin in the process. The White House announced a meeting with banks and crypto firms to broker a compromise on stalled crypto legislation (the Clarity Act), focused on stablecoin yields and deposit competition. Tether’s CEO said the stablecoin issuer will keep adding to its ~$24B gold reserves to diversify backing and support asset-linked tokens. JPMorgan and Citadel met with the SEC to discuss plans for tokenized securities and DeFi projects. South Dakota lawmakers reintroduced a bill to allow the state to invest funds in Bitcoin. Fidelity announced plans to introduce a digital dollar stablecoin on Ethereum, aimed at enterprise and consumer use under regulatory frameworks. Gemini launched a Zcash credit card that pays users rewards in ZEC on everyday purchases, expanding crypto payment utility.