Episode Details

A hawkish Jackson Hole message sends Treasury yields toward 4.7%, wipes out more than $390 million in long positions, and abruptly challenges crypto's favorite debasement narrative. But beneath the selling, a stranger divide is forming: Solana's staking ETF crosses $1 billion in assets, while XRP's much larger ETF category struggles without native yield. Is institutional money leaving crypto, or simply demanding to be paid while it waits? We also examine Bitcoin's downside map, a 40.63 million ENA unlock, the looming $797 million HYPE release, and the DeFi sector's 38% repricing around potential fee switches. The most important signal may not be the selloff itself, but where capital is quietly rotating next. Read the full report: https://deepmarket.report/en/report/crypto/2026-08-31?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-crypto-en&utm_content=2026-08-31-en&utm_term=report_link