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

1. Bitcoin's Uptrend and Technical Outlook

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.

2. Robinhood's Tokenization of Stocks and Expansion into Crypto

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.

3. Institutional Moves and ETFs

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).

4. Altcoin Season and Market Dynamics

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:

• Abe's Recovery: "Abe's had a nice recovery since last Sunday, up about 27%" (00:10).
• Hyper Liquids and Euler One: Noting remarkable rallies of up to 55% (00:10).
• Other Altcoins: Mentioning Fart coins and Syrup continuing their volatility and gains.

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).

5. Community Highlights and Future Plans

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).

6. Concluding Remarks and Teaser for Part Two

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:

• 00:10: Brendan's introduction of major topics.
• 02:59: TiVo announces Solana ETF launch.
• 04:56: Ad segment (skipped).
• 06:40: Brendan discusses market "tsunami".
• 07:16: TiVo on episode length and community growth.
• 09:49: Brendan on splitting episodes.
• 10:06: Brendan explains the bull flag pattern.
• 15:00: Brendan's further technical analysis on Bitcoin.
• 18:33: Brendan elaborates on Robinhood's tokenization plans.
• 22:33: TiVo shares personal investment success.
• 24:45: Brendan emphasizes the podcast's mission.
• 25:30: TiVo discusses Robinhood's future ventures.
• 27:21: Teaser for Crypto Rundown Part Two.

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.