While Bitcoin and Solana bled money out of their ETFs, one crypto quietly pulled in millions — and it's not the one you'd expect. This episode breaks down why ETH is defying the market, why the SpaceX IPO could be about to drain liquidity out of crypto entirely, and why one of the biggest treasury launches on the Nasdaq crashed on day one.

First, we break down the ETH anomaly — on June 8th, ETH spot ETFs saw $82.37M in positive inflows while Bitcoin dropped $91M and Solana dropped $31M. We get into why ETH holders seem numb to volatility, whether this is smart money rotating in, and what it would take to actually break ETH's current support.

Then, we dig into the SpaceX IPO — the most expensive valuation in IPO history is about to go live, and we discuss what that means for crypto liquidity, why retail may end up holding the bag, and where the real opportunities might be in meme coins and adjacent plays instead of the IPO itself.

Finally, we cover the AVAX treasury disaster — AVAT went public on the Nasdaq via SPAC merger and crashed 38% on day one, while AVAX itself trades at a five-year low, down 95% from its 2021 peak. We get into whether this is a genuine attempt to revitalize the ecosystem or just a cash grab aimed at equities investors.

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Nothing in these podcasts are financial advice, just banter and vibes. Stay safe out there.

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