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TiVo
Foreign.
Brendan
Welcome back to the Crypto rundown where we talk about everything that's going on in the great world of cryptocurrency and blockchain technology, from the fundamentals in the news to the technicals on the charts. We spend the time doing hours of research so that you all don't have to. And we're going to have a long episode in store. And I know you're thinking, you're saying, Brendan, TiVo, you guys just had a long episode, they're getting longer by the week. And the truth here is that's because there's more coming out every single week. And I'm not trying to overhype or oversell this episode, but I truly think that we just had one of the most impactful and influential weeks in all of crypto. And I'm sure by the end of today's episode you're going to agree with me. You're going to be like, holy smokes, Brendan, you weren't kidding. So just to give you a little bit of a preview of what we're going to talk about here, Bitcoin rallied back to the upside since last week's dip from 98k to over 100 and it's hovering just below its all time highs right now. Robinhood came out at EthCC, a big event over in Europe, announcing some massive changes to the way that they're going to be using their entire platform. They're going to be building a layer two on Etherium through Arbitrum. They're going to be tokenizing stocks so that anyone anywhere in the world can get access to to the US stock market. They're also going to be using tokenization so that people can get exposure to privately held companies like SpaceX and like OpenAI. And they're going to be looking into more avenues after that. So they're using tokenization in a very traditional way so that everyone around the world can get access. We're going to talk about it. Tom Lee came out a huge name from Fundstrat and from the Tradfi side of things. He's been a long time bitcoin and crypto bull, but now he's creating the first microstrategy for Ethereum. And so this is where they're raising hundreds of millions of dollars to accumulate an ETH Treasury. Sharplink is doing the same thing. They just expanded their eth treasury over the last week. Deutsche bank is coming out and saying that they're going to be launching crypto custody starting next year in 2026. The Bitcoin ETF flows to saw a 15 day streak of inflows which accumulated to almost $5 billion in the ETFs alone. The largest independent registered investment advisor in the US says that people should have up to 40% crypto exposure if they want a very risk centered approach. The SEC just approved the grayscale ETF for the first spot index that includes Bitcoin Eth, Solana, XRP and Cardano. Spoiler alert, some of those don't even have spot ETFs yet, which is a little bit of a foreshadowing of what's likely to come. And there's just all sorts of other things. We got some clips that we want to share with you all, but What a mouthful. TiVo. Did I get it all out? Did I miss anything?
TiVo
You did miss something. Breaking news off the X James Safart first spot Solana ETF is officially live Healthy start for the healthy start for the trading for new ETF 8 million trading in the first 20 minutes. So first Solana ETF by Osprey Osprey R ex Osprey Sols plus staking wow, that is surprising.
Brendan
Sort of that. It's not surprising that they are the that Solana ETF got approved. It's surprising that they were the first one, I think.
TiVo
Yeah, usually they, you know, launch those off together. I'm trying to pull up the tweet real quick. I know we're kind of jumping off the bandwagon here. You didn't even get to ask me how I'm doing. That's how exciting the crypto markets are. We don't even have time for a normal intro. But here it is, breaking news. Yeah, breaking news right off the jump. So super, super exciting. Obviously there's going to be more to learn. I think if that's getting approved, there's got to be a flurry of them coming. Like you said, it's, it's interesting that they, they let one run here, but wow. Hot off the press and good, good morning and welcome to everybody who's watching in the live and for everybody listening on the podcast. This, I think this is going to be a long one, Brent. I think we're going to go for the record, I think this is going to take us about an hour. So what I, what I might do just to preview the listeners because we do have the long holiday week, if it is about an hour or maybe more, what I might do is chop it in half and release one, you know, part two later in the week because I know we have a long holiday week. People are traveling, enjoying the beach. So if there's any travelers out there looking for two episodes, if this is a long one, I might chop it up. Just something something to think about. But that this is. This is jam packed. I couldn't agree with you more Bren. This is a. Yeah, this is a top five rundown episode of all time. Honestly, in my opinion.
Brendan
Yeah. And on top of this I'll add more breaking news. The M2 money supply just jumped 4.5% or year over year. It's at a new all time high. That's the point.
TiVo
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Brendan
It looks like there is a tsunami on the way and some people are saying, no, it's not true. The tsunami is a gigantic wave constructed of bulls and it looks like it's going to plow over the markets and just send everything upwards. I'm glad I got my little Solana and ETF bit out saying, hey, there's a foreshadow that these ETFs are probably going to get approved right before you announce the breaking news. So that way then it looked like, I don't know, I had inside info. But yeah, I mean let's just start it from the top. TiVo, how are you doing given everything that's happening, how are you? You know, how are you feeling, dude?
TiVo
I'm good, man. I'm super excited. I know we had to basically stop our pre show just good morning with each other because we basically were creating our own podcast episode talking about what we were going to talk about. Yeah, it is a really exciting time and it's the same thing that I preach over and over again each week. It's like, you know that this bitcoin price range of the hundred to one hundred eight and then the altcoins really not following through for the last couple months, leaving people, quote unquote, maybe bored for the average crypto crowd that's just kind of gets the notifications when, when they get their, you know, price action that they're looking for on the upside. But man, there is so much going on. I wouldn't even say under the table anymore. It used to be under the table where you'd have to dig for these type of stories. These are stuff. This is stuff that's happening in Washington, on the Hill. It's happening on live streams. I know we have a Robinhood segment coming up. Like they had an epic live stream that I know me and you turned into to watch live thinking like we might get a nugget of what's coming. And then boom, just absolutely sideswiped with some wild news of what we're going to talk about. And it was live at that moment. They put it on live then. And so this, it's moving so fast it feels breakneck speed. And the price obviously isn't, I guess following along with that, which is upsetting for some, but again it's zoom out, big picture. Look where we were two, three years ago and where we are today. That proves to my point that you just got to stick with us every week. Again, if your price action isn't there, we have our listeners that come every week. We love them, we appreciate them, but again, I see those numbers spike when the price action comes up. So if you're somebody that comes in time to time, just make sure tune in every week because, because right now, for the foreseeable future, there's stuff happening every week and I guess that might be a little quick. Tee up here for kind of a small announcement for the show is we're going to be doing more rundowns. So Brendan and I are working on it. Obviously we have the 4th of July holiday coming up and we're trying to figure out the schedule, but Bren and I are going to up our output to two times a week. And then Brian and Joe, who you guys have learned to really enjoy for that kind of meme coin or momentum, you know, high flyer trades, they're going to try to come on one times, one time a week. And then obviously with Bryce and Brendan, are traditional interviews still coming along one times a week as well. And we got to get Bryce in the mix more for sure. But that, that's stuff that we're planning so you can see how, how we're invested in what's going on right now. We're going to try and give you guys more because there's just so much going on. So that, that's something that we're really going to try and put together. Look forward to. So, small announcement there, but definitely look for the back half of July, we're going to be putting out some more episodes.
Brendan
Yeah, certainly. You know, like you said earlier, as these episodes have gone from 20 to 30 to, you know, 40 minutes now an hour, I think it just makes sense that we break these up. We're able to make it also a little bit more time sensitive. If it is broken up in two ways, that means you're getting the news sooner and faster.
TiVo
Yeah, sorry, I just, you're. You're nailing the point. It's like we do these, we, we wait a week and we have the most epic rundown sheet that we use to, to do the show. And it's like, dude, this is two separate shows. Hopefully. You know, I, I'm sure some weeks might be not as exciting as others, but like, if we were doing two episodes a week for the last couple weeks, we'd have a full, full 30 minutes each time. We do it easily. So it's definitely, it's definitely the right move.
Brendan
Certainly. Well, let's dive in here. I mean, let's look at the charts because that's what I think a lot of people care about. We'll talk about the infrastructure and the news and everything that is happening other than that in just a moment. But just looking over here at, at Bitcoin first, what we have here is just some consolidation. And I'm going to do a little bit of an exercise that I did with one of our, our private groups here. But if we look at what is happening on bitcoin, I want you to visualize what we're seeing right here. Right, we have a move to the upside followed by a falling channel. Right? You can see this. It doesn't take an expert. You can see that there are lower lows and lower highs in a very like symmetrical way where we have just lower lows, lower highs. You can see that this is a falling channel after a very clear move to the upside. Now, in technical analysis, whether you love it or not, we call this a bull flag. And I want to show you just how identical this is to what a bull flag actually looks like. So I just googled bull flag pattern. The first things that come up here, you know, you can see it is a move to the upside followed by this falling channel. And we see this in image 1 and image 2 and image 3 and image 4, 5, 6, like they're all identical where you have this move to the upside followed by a falling channel with typically around 3 lower lows, 3 lower highs. You get around 3 touch points of support and resistance. And that is exactly where we're at right now. So memorize this and then look at this and you're going to look at this and it looks extremely similar. So what in the world is a bull flag? Well, it's exactly what it sounds like it is. A bullish flag or consolidation before a continuation to the upside. So we have a move to the upside. We have this flag or consolidation before, there is more upside, continuation afterwards. So what this is saying is that in the bigger picture, this should result in a move to the upside. Now, at this point, we're at all time highs. So a move to the upside would mean new all time highs. This would mean Bitcoin probably pushing up to at least $120,000 on the upside, maybe even more than that, likely more than that in the long term. But in the short to mid term, here we're looking at this and saying, hey, there's going to be volatility, prices are going to move up and down. Anything can happen in the short term, but the, the overall result of this should be bitcoin moving up to a higher price, you know, above new all time highs. So the technicals here, it looks good. Bitcoin's above the 200 day moving average. It's above 100k defended this. It's above the 20 and 50 day moving average. There's a big bull flag formation here on the daily chart as we are squeezing in the all time highs. So forget the short term. The bigger picture here is this looks like it's going to resolve to the upside and I would be keeping an eye on this. Like things look really, really good and there are few resistance levels left. Like a little bit at 108k, a little bit at the all time highs. Then we're back into price discovery mode. And altcoins have been doing quite, quite good as well. I mean we have the Ethereum ETF or the Solana ETF coming out and I think we're waiting for a lot more of those to be approved. That's, that's a really big deal. I think that as we start to see inflows and attention over there, this could be a big thing for Solana. We've also started to see some other cryptos performing very well in recent weeks. I mean, Abe's had a nice recovery since last Sunday. This thing's already up about 27%. Hyper liquids in the same boat. So Euler one that, you know, I think we've talked about a little bit on here. I know we've talked about it internally. I mean, just a ridiculous rally in the last week or so up, you know, 55%. Fart coins made a little bit of a rally. I know Syrup has been another big one, just continuing with its volatility. I mean there's altcoins that are popping left and right and there's a lot of cool stuff that is going on over here. And this is what I like to label, or a lot of people label it as popcorn season and TiVo. I think we talked about this maybe last week and we said, you know, we're at a stage of the market where there are tens of millions of cryptos and it's hard for the entire crypto market, thousands and millions of cryptos to all being all go up together at the same time for an extended period of time because there's so many. So what this does is this pushes us into a more common popcorn season where select altcoins are popping off and doing well and performing well. And that's where we're at right now. So take notes of that. Understand that not every altcoin is always going to be popping at all times and we're at a stage of the market where you have to be a picker. You got to pick, you got to choose the winners. And you know, it's important to understand that. So don't get too frustrated if your bags aren't moving. I know a lot of the cryptos that were just mentioned in Some of these ETFs we mentioned with that basket ETF as we'll talk about later. You know, Bitcoin, Ethereum, Solana, XRP and Cardano I think were all the ones mentioned and obviously all of those are, are green here on the day as this prices are moving up. So, yeah, I mean a lot of positives here on the chart. Bitcoin dominance is still pretty high, which people want to see this fall in order for an altcoin season to truly begin. But we should be getting pretty close to that point. I see a lot of people speculating that this altcoin season is probably going to happen a little bit towards the end of summer, probably even in the fall territory. That seems to be the general consensus at the moment. But as this gets closer to 70%, people are becoming increasingly more positive that an altcoin season is near, which is definitely another thing to consider. But yeah, I mean, overall, lots of good price action. TiVo.
TiVo
Yeah, everybody loves a good October, just in case it does happen in the fall and falls in the month of October. But I think this episode's basically going to be around kind of. I know we've talked about it inside the community and a lot on the podcast is like, okay, how do we get crypto and blockchain used for everyday people? Because the more people that get online and use it, obviously the more money that is going to flow on chain that can eventually, you know, in slight of better words, pump our bags, right? And we had some wild, wild announcements this week as mentioned at the top of the show. Robinhood leading us off with quite possibly. And I love your thoughts on it, Brendan, as somebody who is, is an expert in the space. But for me, people could definitely say that I'm biased because I know I've talked a lot about Robinhood on the show over the years, but Robinhood had one of the biggest announcements, I think, in, in crypto history and in finance history almost with their announcement that they are basically tokenizing stocks. And we've heard, we've heard this, this is definitely something that has been talked about before, but it's all kind of like Coinbase came out and said, okay, the future of finance is on chain. We're going to tokenize stocks and do this and do that. And so everybody's kind of talked about it, but then Robinhood comes out, doesn't only talk about it, they announce it. And they, while they're announcing it they say, oh, and by the way, it's, it's live right now in multiple countries around the world. So I, I think I pulled up this tweet. It was a long, I think we, we decided we're not going to play, play this video. I might have found a different video we can play after we kind of tee it up of Vlad because I think this three minute one's just a little long for the pod. But Brendan, tokenizing stocks, it's basically kind of flows off of their, their bitstamp purchase, right? So we talked about how Robinhood bought bitstamps and the goal for this tokenization of buying stocks is it's going to go 24 5, so 24 hours, five days a week. And then they, they gave us another layer of the goal is to do 24 7. And the way they're going to do that is through their acquisition of bitstamp and kind of give you some different layers, but it's definitely something. That was a super cool announcement. It's live. I've seen on X people are using it around the world. People are trading it already and I think there's obviously more information to come and it's something you might want to read about and deep dive. But I know you, you read an article and to give us some more color on it.
Brendan
Yeah, yeah. This is when this event was happening. It was like seeing your childhood dreams come to life. And what I mean by that is we've always said, hey, tokenization is this multi trillion dollar industry. All these tradfi assets are going to be brought on chain. They're going to be tokenized, they're going to be decentralized, it's going to increase liquidity. We're going to be able to have 24. 7 trading. And Robinhood pretty much came out and said we're going to be the first tradfi player to do this. We are tokenizing the stock market, we are tokenizing everything so that you can have 24. 7 trading anywhere in the world at any time for a super small fee because it's on an ethereum layer too. And on top of that they said why stop with the creativity There, you know, he hinted at, oh, you could do bonds and you could do all these other things and indexes and it's not just the stock market. But then he said, why stop there? What if we could tokenize and let people get exposure to privately held companies? You know, things that you'd have to be an accredited investor in order to get exposure to prior. Why should we gatekeep that only to. To accredited investors? And he hinted at the idea of people getting exposure to SpaceX, people getting exposure to OpenAI. People are getting exposure to a lot of these companies, companies that clearly people love and think are going to do well and they can't get exposure to it right now because they're not publicly traded companies. And the summary of it was we are doubling down. No, not double. They're quadrupling down on their take to crypto and they're saying, we believe in this, we're betting big on it. And they are making history with their stance. I also do believe that, that they are setting the standard here right now. Let me be clear. You know, both of us have exposure to Robinhood. We've been big fans of what they've been doing, but it's because they're betting so big on the crypto market and they're doing it in such an innovative and just inspiring way that they are giving everyone the full potential and the stuff that we've been asking for that no one else would give. So they're saying, we'll spend the time and the resources and the money. We'll bet big on this. And people have been responding so positively, so overwhelmingly positive that that's why they're doing so well, because no one else wanted to take the gamble they did. Clearly people are happy about it. I mean, they're up a ridiculous amount to you though.
TiVo
Well, funny you say that they're up a ridiculous amount because if you don't mind pulling up the chart for me, while we were giving our Robinhood spiel, it's like the stars align. Shout out to Lance in the comment. Lance is saying, hood above 100. And I was like, is this guy trolling me? So I open up my app real quick and. And while we were giving our, our, our take there, hood just kissed 100. I believe it hit 158. $100.58. First time Hood has ever broken that hundred mark. Reminds me of that time we were on. We were on live and did the bitcoin all time high, Brendan. It reminds me quite, quite like that. So shout out to Lance, for looking at the charts and watching us live on YouTube, being in the comments, being active. Thank you, Lance, for that update. And, and I, I see you got the hood chart here. Look at that line. I know we kind of teed it up in the show. Just a chance to kind of go in the history books of how me and you have talked about Robin Hood for a long time. So. So what do you got there?
Brendan
Well, yeah, I mean, you mentioned this. I think your original hood call was, was that February 7th, 2024. Am I right there?
TiVo
Correct? Correct.
Brendan
I mean, I want to toot TiVo's horn a little bit here. It's up 840. I think that's roughly 846%. I probably need to go to a logarithmic auto chart to see this a bit more clearly, but I mean, yeah, from 10 bucks to 100 bucks. I mean, it's literally up almost 10x. Crazy.
TiVo
Unbelievable. Best, you know, one of the best calls and trades of my young investing career. And it's a credit to this podcast, it really is because it piqued my interest when we had Johan Kerb out on the first time from Robinhood Crypto, who was on that live stream again, full circle stuff, guys. Like, we had him on back in 2024, end of January, beginning of February, I guess that interview is end of January 2024. Johan Kerbat was the GM of crypto. And I started looking in, I enjoyed Robinhood's ui. I was doing some option trading and I really started looking to their crypto stuff. I was just like, this kind of seems like a no brainer for a long term, you know, crypto buy. Obviously we love our altcoins and bitcoin and it kind of Robinhood to me. And I think you would agree it was like, kind of like one of our altcoin trades. Like, hey, to be leveraged to crypto. And again, I think again, the 800% is, you know, you got to have some luck in that. But it, but it's, you know, you got to go and do the extra research and it's never personal financial advice for anybody out there. But it starts with listening to this podcast and producing this podcast that gave me the insight to be like, man, maybe I should look more into this crypto side of Robinhood. Nobody, nobody saw it, nobody was talking on TV about it until it was around 30, $40. And you know, at the time in 2024, it was 8, 9, $10. And then all of a sudden, 400 later, everybody's like, oh, this is a crypto play. It's a no brainer if you want leverage to Crypto and Bitcoin by Robinhood. And I was just like, man, we've been saying this on the Crypto101 pod for, for a year by now. Super, super exciting. And, you know, I appreciate, you know, the flowers and the love and I appreciate you riding along. I know we've had, we've had a lot of fun, you know, trading it and obviously getting some gains. But again, it's a testament to our research and this podcast and all the expertise that we bring you and your trading, Bryce and his, you know, just pure crypto knowledge and being the person in the industry that that allows us to get these amazing interviews and just, you know, coming in as a producer from kind of outside crypto to diving full, full on into it, from kind of a novice to now, you know, that kind of reaching that expertise level of being in this stuff every day. There's no doubt that this podcast is how I've grown and helped me, you know, start my research to make my own decisions when, when deciding what to bet on or invest on, however you want to look at it.
Brendan
Yeah, man. I mean, we're here to give the alpha. We're here to talk about things before these make these. Before they make these moves. That is the goal.
TiVo
Let's go. Sorry you went on a little rant there, but let's hear from Vlad himself. I found this clip, so it's a little bit shaved down. It's a quick 30 seconds from Vlad and then we'll wrap up the Robin Hood conversation.
Brendan
I believe it will make it easier to invest in American companies if you're outside the world. It will also bring the markets into 247 and fully on chain and get all the benefits that crypto technology levies on these traditional assets. So I think it's time to move beyond bitcoin and meme coins into real world assets that exhibit fundamental utility.
TiVo
Interesting kind of thought process. Obviously mentioned bitcoin. I wouldn't say it was a slight to meme coins. Obviously they have the longer version of that. I heard it was like, you know, there's a place for all of these things. But we want to bring real world assets on chain and obviously they're starting with tokenized versions of stocks, trying to open that up to the masses literally around the world. I'm not going to deep dive on, on what they announced around mortgages. I know I told you that on the side, I think, but they're opening up a mortgage business. So if Robinhood's opening up a mortgage business, wheels turning, what's going to happen? Five years, maybe less, 10 years, whatever. They're going to try and put mortgages on chain. You know when you have the deed to your house, you know the deed to my parents house is in a dusty filing cabinet in the basement. Doesn't make any sense. Right. All this stuff needs to be on chain and it unlocks liquidity. So that's the type of stuff I'm looking for for the future in Robinhood. And their last big announcement was staking. So that was always my thing with Robinhood crypto was man, we need staking. Like I'm missing out on that 5, whatever plus 10% depending on the coin for staking benefits. And they just announced and it went live as announced it. Staking for ETH is live, it's about 2.3% and staking for Solana is live at 7.3%.
Brendan
I love that Lance in the chat, shout out to Lance just said altcoin summer is the new hot boy Summer. Dude.
TiVo
Lance, Lance sounds like a good guy to get a beer with, that's for sure.
Brendan
Yeah, shout out to Lance and shout out to to D&T NFT. He has been a longtime supporter of the whole group but he was actually with me before I was even a part of the crypto 101 team. I mean pushing almost a decade back.
TiVo
Yeah, I can feel our community growing on here. I think it, you know, obviously we do this in the morning so it's a little bit hit or miss but I know as we do more we're going to try and announce it and stay consistent so we can keep building that, you know, live online community because it is really fun when the chat gets active.
Brendan
Yeah, a hundred percent.
TiVo
All right everyone, TiVo here and that is where we're gonna cut part one. As I mentioned at the top of the show we had a long one, it was about an hour. So we're cutting it into two parts for the holiday weekend as we won't be able to record a second one at the end of this week. I hope everybody enjoys the holiday weekend. Happy July 4th. And look out for that rundown part two. That's going to include all the Ethereum Bullish news, the Ethereum treasury that Tom Lee is starting around and we're also talking about about the Crypto Fear Greed index and just a lot of other stuff around Ethereum, Bitcoin and crypto in general. The Bullishness continues and the Rundown Part two will continue later this week. So watch out for that and have a great day. For the ones who get it done, the most important part is the one you need now and the best partner is the one who can deliver. That's why millions of maintenance and repair pros trust Grainger because we have professional grade supplies for every industry, even hard to find products and we have same day pickup and next day delivery on most orders. But most importantly, we have an unwavering commitment to help keep you up and running. Call clickranger.com or just stop by Grainger for the ones who get it done. If your job at a healthcare facility includes disinfecting against viruses, you know prevention is the best medicine and maintaining healthy spaces starts with a healthy cleaning routine. Grainger's world class supply chain helps ensure you have the quality products you need when you need them, from disinfectants and cleaning supplies to personal protective equipment so you can help deliver a clean bill of health. Call 1-800-granger. Click granger.com or just stop by Granger for the ones who get it done.
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Podcast Summary: CRYPTO 101 – Crypto Rundown pt. 1
Episode Title: Crypto Rundown pt. 1: Bitcoin Eyes All Time Highs, SOL ETF Goes Live & Tokenized Stocks Are Here
Hosts: Bryce Paul & Brendan Viehman
Release Date: July 3, 2025
Brendan Viehman kicks off the episode by highlighting Bitcoin's recent rally, mentioning that the cryptocurrency has surged back to over $100,000 after a dip from $98,000. He emphasizes the significance of this movement, stating, "Bitcoin rallied back to the upside since last week's dip from 98k to over 100 and it's hovering just below its all-time highs right now" (00:10).
Diving deeper into the technical analysis, Brendan explains the formation of a bull flag pattern on Bitcoin's chart. He illustrates that Bitcoin is undergoing consolidation within a descending channel, characterized by lower lows and lower highs. "In technical analysis, whether you love it or not, we call this a bull flag... a bullish flag or consolidation before a continuation to the upside" (10:06). This pattern suggests a potential move beyond current all-time highs, possibly pushing Bitcoin to $120,000 or higher in the short to mid-term.
Brendan further adds, "Bitcoin's above the 200-day moving average. It's above 100k defended this. It's above the 20 and 50-day moving average. There's a big bull flag formation here on the daily chart as we are squeezing in the all-time highs" (15:00). This bullish technical setup indicates strong upward momentum despite current volatility.
A significant portion of the episode focuses on Robinhood's groundbreaking announcements made at EthCC, a major cryptocurrency conference in Europe. TiVo shares the exciting news, "Breaking news right off the jump... first Solana ETF by Osprey just went live, with 8 million trading in the first 20 minutes" (02:59). This move marks Robinhood's entry into tokenizing traditional financial assets, making stocks accessible globally through blockchain technology.
Brendan elaborates on Robinhood's strategy, saying, "Robinhood pretty much came out and said we're going to be the first tradfi player to do this. We are tokenizing the stock market... and let people get exposure to privately held companies like SpaceX and OpenAI" (18:33). This initiative aims to provide 24/7 trading capabilities and lower fees by leveraging Ethereum's layer two solution through Arbitrum.
The hosts discuss the broader implications of tokenizing not just stocks but also other assets like bonds and mortgages. TiVo remarks, "They're opening up a mortgage business... All this stuff needs to be on chain and it unlocks liquidity" (25:30). Robinhood's move is seen as a pivotal step toward integrating traditional finance with blockchain, potentially revolutionizing how everyday people interact with financial markets.
The episode highlights several institutional developments in the crypto space:
Tom Lee's MicroStrategy for Ethereum: Brendan notes, "Tom Lee... is creating the first microstrategy for Ethereum, raising hundreds of millions to accumulate an ETH Treasury" (00:10).
Sharplink's ETH Treasury Expansion: He adds, "Sharplink is doing the same thing, expanding their ETH treasury over the last week" (00:10).
Deutsche Bank's Crypto Custody Service: "Deutsche Bank is launching crypto custody starting next year in 2026" (00:10).
Additionally, the episode covers the Bitcoin ETF inflows, which have seen a 15-day streak accumulating nearly $5 billion. Brendan highlights the SEC's approval of the Grayscale ETF for a spot index that includes Bitcoin, Ethereum, Solana, XRP, and Cardano, despite some of these assets not having individual spot ETFs yet. "The SEC just approved the grayscale ETF for the first spot index that includes Bitcoin, Eth, Solana, XRP, and Cardano" (00:10).
Brendan and TiVo discuss the current state of altcoins, describing the market as entering "popcorn season," where select altcoins are experiencing significant gains while the broader market remains too vast for all coins to surge simultaneously. Brendan explains, "There's a lot of cool stuff going on... it's hard for the entire crypto market, thousands and millions of cryptos to all go up together" (10:30).
They highlight specific altcoins showing strong performance, such as:
Brendan points out that Bitcoin dominance remains high, but it's approaching the 70% threshold, fostering optimism for an upcoming altcoin season. "I see a lot of people speculating that this altcoin season is probably going to happen a little bit towards the end of summer, probably even in the fall." (00:10).
Towards the end of the episode, the hosts emphasize the growth of their community and announce plans to increase their content output. TiVo states, "We're going to up our output to two times a week... part two later in the week" (07:16). This decision comes in response to the abundance of news and developments in the crypto space, ensuring listeners receive timely and comprehensive updates.
Brendan concurs, "If it is broken up in two ways, that means you're getting the news sooner and faster" (09:49). They also express gratitude towards active community members like Lance, who provided real-time updates on Robinhood's stock performance, exemplifying the podcast's impact on listeners' investment decisions.
TiVo shares a personal success story related to Robinhood, highlighting the podcast's role in informing investment strategies. "It's a testament to our research and this podcast... it's how I've grown and helped me start my research to make my own decisions" (22:33).
As the episode wraps up, TiVo hints at the extensive content discussed and the necessity to split the episode into two parts due to its length. He teases the upcoming second part, which will delve into Ethereum's bullish developments, Tom Lee's Ethereum microstrategy, the Crypto Fear Greed Index, and more insights on Bitcoin and the broader crypto market. "The Bullishness continues and the Rundown Part two will continue later this week." (27:21).
Notable Quotes:
Brendan Viehman (10:06):
"In technical analysis, whether you love it or not, we call this a bull flag... a bullish flag or consolidation before a continuation to the upside."
TiVo (02:59):
"Breaking news right off the jump... first Solana ETF by Osprey just went live, with 8 million trading in the first 20 minutes."
Brendan Viehman (18:33):
"Robinhood pretty much came out and said we're going to be the first tradfi player to do this. We are tokenizing the stock market... and let people get exposure to privately held companies like SpaceX and OpenAI."
Brendan Viehman (24:45):
"We're here to give the alpha. We're here to talk about things before these make these moves. That is the goal."
Timestamp References:
Conclusion
In this comprehensive episode of Crypto Rundown pt. 1, hosts Bryce Paul and Brendan Viehman, alongside TiVo, delve into the dynamic developments shaping the cryptocurrency landscape. From Bitcoin's promising technical patterns and Robinhood's transformative tokenization initiatives to significant institutional investments and the rise of select altcoins, the episode offers listeners a deep dive into the factors driving the crypto market toward unprecedented growth. The hosts' insightful analysis, combined with real-time updates and community engagement, underscores CRYPTO 101's mission to equip retail investors with the knowledge needed for substantial crypto success.