Episode Details
Back to Episodes2026-07-13：Geopolitical Shockwaves Mask a Deep On-Chain Rotation: ETF Inflows Return While AI Agents Secure Ethereum
Published 2 months, 3 weeks ago
Description
A geopolitical shock hits the market, oil jumps, Bitcoin slips, and yet something beneath the surface refuses to crack. ETF inflows have returned after eight bruising weeks, Ethereum just quietly strengthened its institutional case with AI-assisted security work, and Avalanche is suddenly holding over nine hundred million dollars of BlackRock’s tokenized fund liquidity. But the real twist may be hiding in stablecoins: roughly ten billion dollars in supply has vanished since May, and it may not mean what traders think it means. Is crypto losing liquidity, or is capital migrating into a new yield-bearing market structure? This episode follows the clues across BTC, ETH, AVAX, SOL, and USDC to uncover the rotation beneath the noise. Full report: https://deepmarket.report/en/report/crypto/2026-07-13?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-crypto-en&utm_content=2026-07-13-en&utm_term=report_link