Episode Details

Bitcoin ETFs just lost more than $465 million in two days, yet Ethereum ETFs quietly absorbed about $104 million. Is this the first crack in crypto’s one-trade market, or a misleading pause before the next move? We unpack why oil above $101, rising Treasury yields, and geopolitical tension are reshaping institutional behavior, while one corporate buyer now controls roughly 4.8% of all Ethereum. Then there is the twist few expected: tokenized stocks and commodities are outtrading native crypto on a major decentralized exchange. Meanwhile, Solana’s consumer spending hits records even as its chart weakens, and NEAR is rewriting its tokenomics. The divergence is real, but what does it actually mean? https://deepmarket.report/en/report/crypto/2026-07-25?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-crypto-en&utm_content=2026-07-25-en&utm_term=report_link