The Baaps of Crypto

Is the Ethereum "Ratio Trap" about to snap? While retail sentiment is currently at "Extreme Fear," the underlying on-chain data tells a story of a massive supply squeeze that could define 2026. In this episode, we break down why institutional "smart money" is rotating into ETH even as the masses remain paralyzed.Key Data Points Covered:The Exchange Drain: Centralized exchange supply has hit a historic low of 8.8%, a level not seen since 2015. With Bitcoin still sitting at 14.8%, the liquid float for ETH is disappearing at a much higher velocity.The 36 Million ETH Lockup: Over 36 million ETH (nearly 30% of the total supply) is now permanently locked in the Beacon Chain, creating a massive liquidity vacuum.Institutional Adoption: We analyze the massive $169 million net inflow recorded by U.S. Spot Ethereum ETFs on March 4, 2026, led by the Grayscale Mini ETH and BlackRock’s ETHA.The Glamsterdam Catalyst: How the H1 2026 Glamsterdam upgrade will fundamentally re-rate the network with parallel processing and a target of 10,000 TPS.Macro Bottom Signals: Why an MVRV ratio of 0.78 has historically signaled a generational bottom for Ethereum.Standard Chartered has set a $4,000 price target for the end of 2026, citing Ethereum’s dominance in tokenized real-world assets (52% market share) and stablecoins (55% market share). Is the rotation from digital gold to the digital economy finally here?

Bitcoin Violently Reclaims $70,000! Is the Path to $80k Now Clear, or is a $35k Trap Lurking?Yesterday, the world was bracing for a global financial meltdown. Today, the narrative has flipped. As Bitcoin explosively reclaims the $70,000 level, we dive into the hard data to see if this is a "dead cat bounce" or the start of a legendary leg up to $80,000.In this episode, we break down:The MicroStrategy Masterclass: While retail panic-sold, Michael Saylor dropped $1.28 billion to acquire 17,994 BTC. With 738,731 BTC now in their treasury, is MSTR effectively the world’s most powerful shock absorber?.The Geopolitical Pivot: How President Trump’s de-escalation signals in the Middle East caused oil prices to plunge 30% in 24 hours, killing the inflation shock and handing the "risk-on" baton back to Bitcoin.Institutional Floor: U.S. Spot Bitcoin ETFs recorded a massive reversal with $568 million in net inflows last week. We look at why the "Smart Money" is buying the dip while the Fear & Greed Index sits in the low 20s.$80k or $35k? We analyze the technical floor at $63,000 and the flow-implied fair value of $95,000 to determine where the next big liquidation event is hiding.The Degen Corner: Alt season mentions have hit 4-year lows. Is it finally time for the rotation, or are we stuck in a "Bitcoin-only" cycle?

What if the $40 Billion Terra-Luna collapse wasn't just a market failure, but a calculated "inside job"? In this episode, we dive deep into the 83-page lawsuit filed in Manhattan federal court that names Wall Street giant Jane Street as the trigger behind the biggest crash in crypto history.We break down the forensics of "The Kill Shot"—a 10-minute window on May 7, 2022, where material non-public information allegedly allowed Jane Street to front-run a $150 million liquidity withdrawal with their own $85 million dump, shattering the UST peg forever.In this video, we explore:The Mole: How a former Terraform intern allegedly ran "Bryce’s Secret," a back-channel chat used to feed insider data to Jane Street.Record Profits: Why Jane Street pulled in a record $10.1 Billion in Q2 2025 while the rest of the market struggled.The SEBI Ban: A breakdown of the ₹4,843 crore ($570M) penalty in India for "Index Engineering" and the "Two-Patch Playbook" used to manipulate the Bank Nifty.The 10 AM Pattern: Is the current Bitcoin price action being suppressed by the same institutional tactics?.

In a historic 6-3 ruling, the Supreme Court just declared Trump’s IEEPA tariffs illegal. The market cheered on Friday with a "Fakeout Pump," but the relief was short-lived. By Saturday, President Trump invoked Section 122 of the Trade Act of 1974, hiking global tariffs to 15% and triggering a massive "Weekend Bloodbath" in the crypto markets.In this segment, we cover:The Whale Scoop: Why did "Smart Money" buy 14,120 BTC during the panic while ETFs puked $316 Million? Plan B Logic: What is Section 122, and why does the 150-day ticking clock make July 24, 2026, the next major market cliff? The Household Bill: Why U.S. families are now looking at a $1,300/year tariff burden despite the legal "win." On-Chain Divergence: We analyze the "V-Shaped" accumulation by wallets holding >1,000 BTC.

Is the world really on the brink of WW3, or is this just the most profitable "Business of Fear" we’ve seen in years? 🚨 In today’s episode, we strip away the social media hysteria to look at the hard data: Oil, Gold at $5,000, and why Bitcoin is acting like a tech stock rather than a safe haven.About this Episode:The timeline is dominated by extreme rhetoric, US military deployments, and "WW3" engagement farming. Meanwhile, diplomats are in Oman and Geneva, and the markets are sending a completely different signal. Narkundi (The Data Guy) breaks down the 30-day trajectory of the $5,000 Gold breakout, the Strait of Hormuz chokepoint risk, and the "Liquidity Trap" that is currently flushing out retail crypto traders.What you will learn:✅ Why Oil at $71 means the market doesn't believe the "War" headlines yet.✅ The $5,000 Gold Paradigm: Why physical gold is decoupling from the dollar.✅ The BTC/Nasdaq Correlation: Why crypto is acting as a high-beta risk asset.✅ Strait of Hormuz: Analyzing the 21% global oil supply bottleneck.

Is the SaaS (Software-as-a-Service) era officially over? Billionaire Mark Cuban just sounded the alarm: "Software is Dead." In this episode of BaapsOfCrypto, we dive deep into the data behind the massive shift from rigid, pre-packaged software to autonomous AI Agents.While traditional software stocks like Salesforce and Wix are struggling , a new $780 Billion opportunity is emerging in the "Real Economy". We break down the exact numbers:🔹 The 36 Million Opportunity: Why 36.2 million US small businesses are the "Gold Mine" for AI implementation.🔹 The EBITDA Multiplier: How adding AI to a "boring" business can increase profit margins by 160-280 basis points and skyrocket its valuation.🔹 The Crypto Connection: Why autonomous agents will use decentralized rails like Bittensor (TAO), Fetch.ai (FET), and Render (RNDR) to pay for compute and intelligence.🔹 The Playbook: How to become a "Technical Translator" and trade AI automation for equity in traditional firms.The "Alpha" has moved from building AI models to implementing them. Are you ready for the Agentic Economy?Infographic: https://gemini.google.com/share/e264f535b794

The mainstream media is telling you that Bitcoin miners are "abandoning" the network post-halving. They are WRONG.In this episode, we go deep into the data to show you that we aren't seeing an "exodus"—we are seeing an industrial evolution. Smart miners are pivoting to AI and High-Performance Computing (HPC) not to quit Bitcoin, but to FUND their next generation of mining.We break down:✅ The 94.2T Difficulty Wall: Why the math has never been harder (and why that's bullish).✅ The AI Arbitrage: How miners are making 12x more revenue per MWh with AI to buy cheaper Bitcoin rigs.✅ The Efficiency Paradox: Why the hashrate is at an All-Time High even though older machines are being unplugged.✅ The "War Chest" Strategy: How companies like Core Scientific and IREN are using Silicon Valley money to secure the Bitcoin network.

The $1.3 Trillion Math Problem the Banks Don't Want You to Solve.Bitcoin has plunged back into "Extreme Fear" as the regulatory facade in Washington crumbles. This week, the Digital Asset Market Clarity Act—the bill promised to bring institutional certainty—completely collapsed after a "toxic" showdown at the White House.In this episode, we go behind the headlines to explain why Treasury Secretary Scott Bessent is calling Coinbase a "recalcitrant actor" and why Charles Hoskinson is using the word "Judas" to describe industry leaders who supported the bill.What you’ll learn today:The Yield War: Why the banking lobby is terrified of the spread between the 0.45% national savings average and the 5.0% yield of Treasury-backed stablecoins.Net Interest Margin (NIM): We show the math of how banks are legislating their profit margins into existence by trying to ban stablecoin rewards.The Danger Number: Citing ICBA data, we break down the $1.3 Trillion "Deposit Flight" that could trigger an $850 Billion contraction in community bank lending.The Innovators: How protocols like Ondo Finance and Mountain Protocol are scaling despite the legislative deadlock.The banks aren't just fighting the tech—they are fighting an existential math problem. If they can't stop the innovation, they have to ban the yield.Infographic: https://gemini.google.com/share/3924e4a2b370

Jimmy Donaldson (MrBeast) just made his biggest business move yet: acquiring the $500 million fintech giant, Step. In this episode, we go behind the headlines to analyze the "Narkundi" (the hard data) and explain why this isn't just a gimmick—it’s a structural threat to traditional retail banking.In this episode, we break down:The $500M War Chest: Step’s massive funding history, including the confirmed $300M debt financing that built their 7-million-user engine.Cleaning the Cap Table: Why Jimmy is buying out equity from A-list stars like Steph Curry, Will Smith, and Justin Timberlake.The "Zero CAC" Moat: How MrBeast’s 466M subscribers allow him to acquire customers for $0, while legacy banks spend $350–$925 per user.Buying the Dip: Why the "Fintech Winter" allowed Beast Industries to acquire a massive infrastructure at a distressed discount while valuations for Klarna and Chime plummeted.The Crypto Roadmap: A look at the "MrBeast Financial" trademark filing and the plan for DeFi and Bitcoin integration backed by BitMine’s $200M investment.Infographic: https://gemini.google.com/share/08411b1280f7Research Sources & Links:Step Official Announcement: https://step.com/pressBitMine Investment Details (BMNR): https://mlq.ai/news/bitmine-immersion-technologies-bmnr-announces-200-million-investment-in-beast-industries/Fintech Winter Report (Forbes): https://www.forbes.com/sites/jeffkauflin/2024/05/22/fintech-50-2024/Disclaimer: This video is for educational and entertainment purposes only and does not constitute financial advice.

Bitcoin is down 30% from its $126,000 peak, and the "Extreme Fear" index is currently sitting at 16—levels we haven't seen since the depths of previous bear markets. In this episode of Baaps of Crypto, we dive deep into the "Institutional Re-Architecture" happening behind the scenes. While retail is getting "rekt" by $19 Billion in liquidations, Smart Money is quietly moving billions into a new safe haven: Tokenized Vaults.We break down the technical breakthrough of the ERC-4626 standard—the "universal power outlet" of DeFi—and why it’s allowing giants like BlackRock to move on-chain. Plus, we look at the "Hard Data" from the October 10th crash to see which protocols actually survived and which ones went to zero.

Is there a link between the creator of Bitcoin and Jeffrey Epstein, or is it just elite-level opportunism?In this podcast episode, we dive deep into the 2026 DOJ file releases to separate crypto-conspiracy from on-chain reality. From the $3M Coinbase Series C investment to the $525K "lifeline" provided to the MIT Digital Currency Initiative, we break down the numbers that defined Epstein’s peripheral role in early Bitcoin infrastructure.We take the lead with a data-first POV, analyzing:The Coinbase ROI: How an early stake turned $3M into a $15M partial exit.MIT DCI Funding: Did Epstein’s money pay Bitcoin Core developers during the 2015 crisis?Michael Saylor’s Mentions: The truth behind the 2010 charity donation and his "social access" before the Bitcoin era.The Blockstream Connection: Fact-checking the involvement of Adam Back and Austin Hill.We explore whether these ties indicate a "Hidden Satoshi" or simply the calculated moves of a man buying his way into the next generation of tech power.Infographic: https://gemini.google.com/share/38b4d016567c 📊 Data Sources:U.S. Department of Justice Epstein Files (2026)MIT Media Lab Fact-Finding ReportBlockchain Capital Series C Disclosures

Is the "Free Money Party" officially over? 🚨On today’s episode of Baaps of Crypto, we dive deep into the dual-shock hitting global markets this February 2026. As President Trump nominates Kevin Warsh to lead the Federal Reserve, the "Sound Money" era is returning with a vengeance, sending Bitcoin to a critical support level of $66,000 and spiking the VIX by 25%.But there is a second, deadlier force at play: The Claude Crash. We analyze how Anthropic’s agentic AI tools have triggered a "SaaS Massacre," wiping out billions from legacy giants like PayPal ($43), Salesforce, and ServiceNow as companies choose custom internal AI over expensive subscriptions.In this episode, we cover:The $6.59 Trillion Fed Question: Why Kevin Warsh’s plan to shrink the balance sheet is draining the liquidity "pool".The SaaS Massacre: A breakdown of the drawdown in PYPL (-17%), INFY (-8.2%), and TCS (-6.5%).The Walmart Alpha: Why capital is fleeing "Digital Promises" for "Real Assets" as Walmart hits a historic $1 Trillion market cap.Actionable Verdict: Watch the 10-Year Treasury Yield. If it breaks 5%, the bloodbath isn't over. We’ll show you why we are trimming AI altcoins but holding Bitcoin as the ultimate debt hedge.

In this episode, we dive into the "Treasury Flippening" of 2025-26. Why do protocols like Mantle and Arbitrum now hold more liquid cash than S&P 500 giants like Snap Inc. and Pinterest?We break down the "Efficiency Paradox"—how 50 developers are out-earning 50,000 bank employees—and why the next trillion-dollar entity won't have a headquarters in Cupertino, but will live entirely on-chain.📊 LIVE RESEARCH DATA & SOURCES:DAO Treasuries: https://defillama.com/treasuriesRevenue Metrics: https://tokenterminal.comEfficiency Analysis: https://messari.ioS&P Cash Flows: https://www.macrotrends.netInfographic: https://gemini.google.com/share/d17d25197fbc

Is the crypto industry "buying" Washington? In this episode of Baaps of Crypto, we dive deep into the $193 million war chest of the Fairshake Super PAC. We break down the Federal Election Commission (FEC) filings that show how giants like Coinbase ($50M), Ripple ($45M), and a16z ($45M) are systematically dismantling the anti-crypto establishment in the US.We analyze the "Hit List" strategy, including the $40M campaign that defeated Senator Sherrod Brown in Ohio, effectively crashing the probability of anti-crypto legislation from 60% to near zero.But it’s not just a US story. We explore the "Sovereign Pivot"—how CZ and industry leaders are advising governments on tokenizing state assets to bypass the IMF—and why the retail frenzy in South Korea is forcing a political tax delay.Finally, we address the India-Dubai Corridor. As the Indian Budget 2025 reaffirms its hostile 30% tax and "Loss Set-off" ban, we look at why the "brains" of Indian Web3 are fleeing to the zero-tax oasis of Dubai. Infographic: https://gemini.google.com/share/405b660112cc📊 Verified Data Sources Used:Federal Election Commission (FEC) Filings 2024-2026OpenSecrets Industry Spending ReportsKaiko & Upbit Trading Volume DataUK Property (Digital Assets etc) Act 2025India Union Budget 2025 Official DocumentsDIFC & VARA Regulatory FrameworksDon't forget to LIKE, SUBSCRIBE, and hit the BELL for the most data-driven crypto discussion in the game. 🚀Find us on:https://twitter.com/BaapsOfCryptohttps://www.tiktok.com/@baapsofcryptohttps://www.instagram.com/baapsofcryptohttps://podcasts.apple.com/ae/podcast/the-baaps-of-crypto/id1864411879https://open.spotify.com/show/5jKsD0RTQ9csaegIfYgi9U

IS THIS THE END OR THE ULTIMATE TRAP?The market just witnessed a brutal $1.74 Billion liquidation flush, but while retail is panic-selling the bottom, the on-chain data tells a completely different story. In this episode of Baaps of Crypto, we dive deep into the "Smart Money" research desk to prove why the pros are ROTATING, not selling.In this episode, we break down:🚀 Whale Accumulation: How "Smart Money" wallets (10-10k BTC) swallowed 34,000 BTC in just 5 days while you were sleeping.🩸 The $1.7B Rekt: The mechanics of the forced deleveraging that wiped out 96% of Long positions.📉 The Commodity Contention: Why the CME Silver margin hike (9% to 11%) triggered a liquidation waterfall that hit Bitcoin.🏭 The AI Bottleneck: The JP Morgan "Copper Deficit" report and why Smart Money is rotating into industrial scarcities.🔗 Correlation Surge: Why BTC is currently acting as a "High-Beta Tech Stock" and tracking the Nasdaq 100.

Today, the world changed. After 18 years of deadlock, India and the European Union have officially signed the "Mother of All Deals." This isn't just a trade pact; it’s a mathematically necessary rescue mission. In this episode, we break down "THE SURVIVAL SPREADSHEET" and the three numbers that define the global economy in 2026.Inside this episode: 📊 The American Wall: Why a 50% US Tariff on Indian goods (April + August 2025) forced India to abandon its biggest customer and pivot to Paris. 📉 The Chinese Slowdown: China’s growth just hit a structural 4.0% wall. Consumption is dead, and the "East" is no longer an export solution. 🛡️ The $23.5T Shield: How the EU and India combined now rival the US GDP, targeting $250 Billion in bilateral trade by 2030. ⛓️ The CBDC Alpha: Why both India and the EU are interlinking the Digital Rupee and Digital Euro to bypass legacy dollar rails and avoid "The American Wall."

The global financial system is flashing red. While everyone is focused on minor price swings, the New York Fed is signaling an "imminent intervention" to save the Japanese Yen. This is historic. The last time the US and Japan did this was the 1998 Asian Crisis and the 1985 Plaza Accord. Both times, they sacrificed the Dollar to save the bond market.In today’s episode, we deep dive into why Jerome Powell is playing a "Double Agent," how Janet Yellen is orchestrating a secret currency devaluation, and why this "Week from Hell" might actually be the ultimate "Buy Signal" for Bitcoin.In this video, we cover:✅ Plaza Accord 2.0: Why the Fed is signaling a historic intervention to stop Japan from dumping US Treasuries. ✅ The 4.2% Trap: Breaking down the yield gap between the US 10Y and Japan’s 10Y Treasury. ✅ The Double Agent: Why Powell talks "Hawkish" on inflation while secretly flooding the market with Dollars. ✅ Friday's PPI Risk: How hot inflation data could pour gasoline on the fire of a weakening Dollar. ✅ The BTC Verdict: Why Bitcoin thrives when the fiat system is stressed.📊 RESEARCH DATA & RESOURCES:Latest US 10Y Yield (4.2%): https://www.cnbc.com/quotes/US10YLatest Japan 10Y Yield (2.24%): https://www.cnbc.com/quotes/JP10Y-JPUS Treasury Holdings Data: https://ticdata.treasury.gov/Bitcoin vs DXY Correlation: https://gemini.google.com/share/020357d17f04

Is Bitcoin headed for a $50,000 "Reality Check"? 📉 Today, we’re looking past the hype at the systemic triggers in the US, Europe, and Japan that are shifting the market.While the "up-only" crowd is focused on six figures, the macro data coming out of Davos and Tokyo suggests a much more volatile reality. In this episode, we break down the four "Black Swan" events that could trigger a deeper correction, from the escalating "Greenland Crisis" to the collapse of the Japanese Yen carry trade.What You'll Learn:The Greenland Crisis: Why US vs. Europe trade tariffs are a direct threat to high-risk assets like BTC.Ursula’s Stand: Breaking down the EU Security Strategy 2026 and what it means for global liquidity.Gold vs. BTC: Why institutional capital is rotating into "analog safety" as Gold hits record highs.The Japan Factor: How rising JGB yields are forcing a global margin call.

Think the US Dollar is invincible? Think again. As India takes the chair of BRICS in 2026, the blueprint to bypass the Western financial system has shifted from political "dreaming" to active technical reality.In today’s episode, we deep-dive into the multi-layered digital weapon being built to end the dollar's monopoly. We aren't just talking about coins; we’re talking about the infrastructure of nations.

If you think the US-China trade war is just about electronics and cars, you're missing the real story. In this episode, we dive into the "GIUK Gap" and the critical math behind Rare Earth Elements (REE) that proves the US cannot decouple from China without one specific island: Greenland.What happens when bond yields continue to rise, impact of tariffs on inflation, interest rate cuts and how crypto could behave in the short term.

Is Jimmy Donaldson about to become a "loan shark" for Gen Z?In this episode of Baaps of Crypto, we go deep into the $200 million equity investment from Bitmine into Beast Industries. We analyze the on-chain data: Bitmine’s massive $13 BILLION Ethereum treasury and how they plan to use MrBeast as a regulatory loophole to distribute DeFi yield to 450 MILLION retail users.Inside this episode: 📊 The "What": "MrBeast Financial" — Yield-backed loans for hardware. 📈 The "Why": Data-driven look at why Feastables is more profitable than the main YouTube channel ($20M Profit vs $80M Media Loss). 🏦 The Disruption: Why Bitmine’s distribution funnel is 4x larger than the world's biggest neobanks (Nubank/Revolut). 💰 The Money: Will there be a token? Or is the 'Founders Card' NFT the real play?

Bitcoin has officially broken out to an 8-week high, touching $97,700 and liquidating roughly $700 million in short positions. In today’s live podcast, we dive into why the Fear and Greed Index sitting at a "Neutral" score of 52 is actually a massive bullish signal for the market.   We cover the critical technical levels, including the reclaim of the $95,000 support and the battle for the 200-day EMA at $100,331. We also break down the major regulatory and geopolitical news moving the needle this week:   The Clarity Act Standoff: Why the Senate Banking Committee delayed the markup and what Coinbase’s withdrawal of support means for the industry.Geopolitical Spark: How the U.S. military intervention in Venezuela and the capture of Maduro triggered a "risk-on" rally and $180 million in liquidations.The SCOTUS Overhang: The Supreme Court's delay on the tariff legality ruling and the potential for a $200B+ fiscal liquidity injection if struck down.   Institutional Adoption: Analyzing the record-breaking $753.7 million single-day inflow into spot Bitcoin ETFs.

Is Bitcoin truly a safe haven during geopolitical unrest? In this episode of Baaps of Crypto, we dive deep into the on-chain data and historical trends surrounding the crisis in Iran.We break down the "Zero Moment"—the exact point where the Iranian Rial collapses and locals turn to P2P Bitcoin markets. We analyze the last 3 major protest cycles (2019, 2020, 2022) and the Soleimani strike to see if Bitcoin really acts as "Digital Gold" when the world is in chaos.Gemini dashboard: https://gemini.google.com/share/b35f621b6928

Episode 49 of the podcast navigates the tricky situation India is in after Trump announced 500% tariffs on India, China and Brazil for buying Russian crude oil. What is the expected impact of such a tariff on Indian markets and economy and does India have any negotiating leverage while dealing with such threats. Also, does such a move mean global money might move away from FIAT into safe havens such as precious metals and crypto?

The battle for the soul of the U.S. economy has officially turned into a legal war. As a Grand Jury moves forward with subpoenas over a $2.5 billion HQ renovation scandal, the DOJ has placed Jerome Powell under investigation. Is this a quest for transparency, or a tactical move by the Trump administration to force a pivot in interest rate policy?In this landmark 50th episode, we dive deep into the B0C Research Dashboard to explain why the Fed is being "stubborn" with rates despite 2024 data showing falling inflation. We break down the "Ghosts of the 1970s" and show you exactly how past collisions between Presidents and the Fed resulted in double-digit market crashes.

Episode 48 of the podcast jumps into the hottest news right now - Zcash developers quitting, prices tanking with the governance fallout leading to Monero price pump. What's behind all this - how does this compare to similar feuds at Aave and which privacy model is better - Zcash (optional privacy) or Monero (full privacy)?

Episode 47 of the podcast: Is the next Crypto Bull Run being engineered in China? While everyone watches the Fed, China has quietly regained 20% of Bitcoin's hashrate and is opening a massive liquidity backdoor through Hong Kong. In this episode of Baaps of Crypto, we break down why the 'China Narrative' is the missing piece for the 2026 cycle and how $160 Trillion in Chinese savings could flow into BTC.

Episode 46 of the podcast uncovers the latest news that are shaping geopolitics and the markets in 2026, so far.

Episode 45 of the podcast investigates whether the current meme pamp in last 7 days will be a continued one or it's too early to claim "we're back!".We also head over to the trenches to pull Dune analytics data on how's the situation looking there - and why retail should stay cautious.

Episode 44 of the podcast scopes out the sensational capture of former Venezuelan president, Maduro - how gold, crypto and oil markets have behaved so far (3 days into the capture) and what are the long term implications on the markets in 2026 

Episode 43 reflects on how 2025 predictions shaped up (...they failed), what went wrong and how should a retail investor set themselves up for success in 2026.

Episode 42 of the podcast jumps right into the AI narrative to understand where AI + Crypto tech stands and the challenges from a product, dev and acquisition perspective.Can agentic AI for crypto make our transactions/trades much more efficient?CoinGecko 2025 report on sector performance: https://www.coingecko.com/research/publications/most-profitable-crypto-narratives

Episode 41 of the podcast discusses Donald Trump's role in crypto markets. Has he lived up to the expectations or not? We talk about data pre/post election on stablecoins, ETF inflows, BTC prices and discuss the wider issues such as launching memecoins and having World Liberty Financial's interests intertwined with crypto.

Episode 40 of the podcast goes down the memecoin rabbit hole to know if it's the ultimate signal that retail needs before getting back and is it necessary for an alt season to happen?

Episode 39 of the podcast tackles the 2025 rate of increase for precious metals and compares it to crypto prices. While crypto hasn't had the best year, we need to zoom out and look at increases over the last 15-20 years to understand how stocks, commodities, metals and crypto prices move.

Episode 38 of the podcast understands whether the recent statement by Maple Finance CEO that 'DeFi is dead' is any true or not? How is Aave able to grow in such conditions, securing more TVL and what does a hybrid version of TradFi / DeFi look like.

Episode 37 discusses the much anticipated 25 bps rate hike from Bank of Japan, Bitcoin has not decreased post rate hike and whether all of it has been priced in completely. Where are the markets heading next year, now that rate hike has happened?

Episode 36 of the podcast dives into the USD dominance in crypto dollars as well. Has the petro-dollar phenomenon almost led to a 99% share of stablecoins in the current crypto space? Can other emerging markets and their own CBDC's challenge USD?

Episode 35 of podcast unravels whether crypto equities are a better bet than altcoins in current market, how returns have played out in last 3 years, which altcoins have done well and what should you consider before jumping into altcoins.

Episode 28 of podcast focuses on prediction markets, understanding the mechanics behind the workings along with Polymarket vs Kalshi war for market share.

Episode 34 of the podcast tries to understand the psychology behind current bitcoin market, whether we are heading into a bear market or we are already in one but don't realize. Is the 4 year cycle going to play out?

Episode 33 of the podcast explains the relationship between Bank of Japan, US Fed interest rates - why Japan is hiking rates and is the market smart enough to have already priced in upcoming interest rate hike along with any expected future hikes? or will BTC crash another 20-30% from here??

Do Kwon got sentenced to 15 years jail...We go through in detail about how Terra Luna and FTX managed to almost bring down the industry and what lessons we learnt from them.

Episode 31 of the podcast delves into the biggest question on everyone's mind right now: Is the 4 year BTC cycle over and if yes, is it for the better?

The last FOMC meet of the year starts in a few moments. 25 bps cut is almost a given but is it enough? Bond yields are also rising and with one more meet left before Jerome Powell departs, how does the market look like?

Airdrops have a long way aur progressed from simple mechanics to complex points systems. Baat karenge about the past, current state and kya value hei inki in 2025

Episode 27 of our livestream focuses on the position alts are in right now. ALT/BTC charts suggest a bottom is almost here, but will they rally as per the charts?

Why Ethereum upgrades were needed and Fusaka upgrade mein kya kar rahe hain specifically.

Episode 25 deep-dives into what are BLS non farm payrolls , ADP private payrolls, initial jobless claims and how does the data look for them for the recent years. More importantly, how do these numbers relate to the broader market and effect crypto and what to expect going forward.

Episode 24 of the podcast focuses on key aspects to consider around buying bitcoin or gold such as; scarcity and supply, role of institutional portfolios/ETFs, use case and store of value, risk of holding.