Smart Money Steps Back - 11.02.2026 Institutions sell, retail cools, and regulation hits the brakes

This episode breaks down the big contradiction: rapid technical progress in crypto versus falling prices and fading retail interest. We examine Goldman's large ETF sell-offs, Robinhood's collapsing crypto volumes, and the regulatory stalemate around stablecoin yields. We also explain bold technical claims from the Zero white paper, Stripe's Buy 402 enabling AI-to-AI payments, and institutional plumbing moves (tokenized money market funds, Tether and LayerZero) that could matter long-term. The takeaway: infrastructure is being built while money sits on the sidelines. Subscribe to our daily Free Crypto Newsletter: https://crypto.report.