Podcast Episodes
Back to Search2026-09-06：Institutional Bids Collide with Macro Gravity: $731M ETF Inflows Swallow Long Liquidations as Treasury Yields Hit 4.80%
A $731 million institutional Bitcoin bid meets a 4.80% Treasury yield, and somehow the market refuses to behave the way old playbooks predicted. In t…
1 month ago
2026-09-05：US Jobs Shock Stalls $82K Bitcoin Breakout as Robinhood's L2 Quietly Eclipses Solana in Daily Revenue
Bitcoin was within sight of $82,000, then one jobs report changed the rate debate and erased about $70 billion from crypto in minutes. But beneath th…
1 month ago
2026-09-04：Dovish Fed Pivot and $731M ETF Inflows Ignite $440M Short Squeeze, Absorbing Historic Ethereum Whale Capitulation
A Fed pause hint helped trigger about $440 million in crypto liquidations, but the real mystery is what happened next. Bitcoin absorbed a $731 millio…
1 month ago
2026-09-03：SEC Unveils "Regulation Crypto Assets" as MicroStrategy Defends $77K Bitcoin Against a 4.8% Treasury Yield Trap
Bitcoin is holding its ground, but the forces beneath the surface are shifting. MicroStrategy just committed $369.7 million to its treasury, while th…
1 month ago
2026-09-02：Geopolitical Shock Meets DeFi Repricing: BTC Retreats as Oil Surges and Arbitrum Captures L2 Value
Bitcoin is retreating, oil is surging, and the usual safe-haven story is being tested in real time. But beneath the market weakness, Arbitrum has jus…
1 month ago
2026-09-01：The Cash-Flow Paradigm: Protocol Buybacks Eclipse Token Scarcity as Corporate Treasuries Resume Aggressive Accumulation
A record $640 million in crypto token buybacks should be a bullish blockbuster. Instead, the market is barely moving. Why? In this episode, DeepMarke…
1 month ago
2026-08-31：Hawkish Jackson Hole Triggers $390M Liquidation Cascade While Staking Yields Crown Solana the Institutional Darling
A hawkish Jackson Hole message sends Treasury yields toward 4.7%, wipes out more than $390 million in long positions, and abruptly challenges crypto'…
1 month ago
2026-08-30：Hawkish Fed Pivot Stalls $80K Bitcoin Breakout While Smart Money Rotates to On-Chain Yield
Bitcoin is hovering near the eighty-thousand-dollar barrier, but the real market story may be unfolding beneath the surface. A hawkish Fed has remove…
1 month ago
2026-08-29：Hawkish Warsh Speech Triggers $488M Liquidation as US Treasury Liquidity Expansion Collides with Fed Rate Reality
Bitcoin just collided with a policy contradiction few investors can ignore: Treasury liquidity is expanding, while the Federal Reserve is making a Se…
1 month, 1 week ago
2026-08-28：Bitcoin Reclaims $80K as $6.4B Options Squeeze and Ethena's 'Fee Switch' Redefine Market Risk
Bitcoin is back above $80,000, but is the rally hiding a trap? A $6.4 billion options expiry points to a startling $69,000 max-pain level, while dorm…
1 month, 1 week ago