Episode Details

Bitcoin ETFs just shed about $240 million, the 10-year Treasury yield is sitting near 4.7%, and gold has crossed $4,050. So why are high-beta altcoins still acting like a Fed pivot is already in the bag? This episode follows the fracture line running through crypto: institutional money is stepping back while retail rotation accelerates. We unpack Worldcoin’s $52.5 million token sale at a 36% discount, why DTCC’s move could make LINK the market’s quiet infrastructure winner, and how Abu Dhabi-backed capital is changing Solana’s tokenization story. Is Bitcoin losing the digital-gold argument, or simply waiting for macro pressure to pass? https://deepmarket.report/en/report/crypto/2026-07-26?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-crypto-en&utm_content=2026-07-26-en&utm_term=report_link