Episode Details

Why is crypto lagging while Microsoft, semiconductors, and traditional risk assets surge? In this episode, we follow the capital retreat hiding beneath the market headlines. Aave is abandoning six chains and shutting down 50 low-use reserves—but is that a sign of maturity, or an admission that the multi-chain boom broke its own economics? Ondo may be preparing a $500 million leap into wealthtech distribution, while Ethereum quietly attracts far more ETF money than Bitcoin. Then there is Solana, where one major DEX just saw fees collapse by about 50%. And with CLARITY Act passage odds plunging from 82% to as low as 26%, what is really keeping institutional money on the sidelines? Full report: https://deepmarket.report/en/report/crypto/2026-07-31?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-crypto-en&utm_content=2026-07-31-en&utm_term=report_link