In this episode of the Crypto Rundown, Tevo and Brian break down a major shift in macro markets as the S&P 500 hits all-time highs while crypto lags behind—creating a potential setup for Bitcoin’s next move. They highlight rare negative funding rates as a historical bottom signal, alongside data showing whales accumulating Bitcoin at the fastest pace since 2013. The episode explores rising bullish sentiment, shifting prediction markets, and why smart money appears to be positioning ahead of a potential breakout. They also cover the Clarity Act momentum, growing institutional adoption, and emerging opportunities across meme coins and on-chain trading.

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Chapters

00:00 — Intro

03:30 — S&P 500 hits all-time highs while crypto lags behind

06:00 — Why Bitcoin feels strong despite no major breakout yet

10:00 — Rare signal: negative funding rates historically mark bottoms

13:30 — Prediction markets flip bullish after extreme bearish sentiment

17:30 — Whales buy 270K BTC — biggest accumulation since 2013

20:30 — Why smart money is positioning for the next leg up

21:30 — Clarity Act nearing approval and what it means for crypto

25:30 — Hyperliquid growth + massive profitability with small team

31:00 — Meme coin activity returns: new runners and market sentiment shift

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