Cryptotwits: The Podcast
Welcome back to the CryptoTwits Podcast — Jon Morgan and Joey Solitro kick things off with the realities of recording from home (kids, toys, and chaos), then jump straight into the week’s whipsaw: Bitcoin rallies near 76K, an ultimatum drops it to 68K, negotiations bounce it again, and now we’re stuck poking at resistance with a huge BTC options expiry on deck. We run “capitulation station” liquidations across multiple days (mostly longs, then a wave of shorts), and then get into the bigger headline that smacked crypto equities: the Clarity Act drama around stablecoin yield and why the banking lobby is treating it like a “zombie apocalypse” for banks. We talk about the confusion, the fear-mongering, and the frustration that banks even have a “say” — plus the irony of credit unions asking to get into the stablecoin business. From there, we hit the wild corners of crypto: Bitmine’s ETH buys, Strategy buys, why yield is becoming a massive battleground (including yield-bearing treasuries and tokenized assets), a Resolve Labs exploit where an attacker minted 50 million USR off a $100k USDC deposit, and why MEV/sandwich attacks make on-chain trading a minefield. We close on why Hyperliquid and 24/7 decentralized derivatives are forcing the CME and big exchanges to rethink closing hours, what’s coming next (options expiry + Clarity Act markup timing), and the punchline of the week: gold getting smoked even with real-world war headlines — while crypto holds up better than anyone expected. Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/te... Chapters: 0:06 - Cold open: home office chaos and kids taking over 1:40 - Weekly whipsaw: 76K rally, ultimatum drop, negotiation bounce 2:35 - Capitulation station: liquidations stack up (longs then shorts) 4:27 - Mara sells $1B+ in Bitcoin to repurchase convertible notes 5:18 - Private credit in the background and why it matters 5:51 - The headline everyone wants: stablecoin drama hits Circle/Coinbase 6:07 - Clarity Act 101: banks vs stablecoin yield 7:01 - Credit unions want stablecoins: the plot twist 8:31 - Banks want everyone regulated but not themselves 10:26 - Confusion everywhere: vague language and waiting for the text 11:35 - SEC/CFTC “bromance” and tokenization chatter 12:20 - Polymarket odds and the Clarity Act momentum 14:59 - Bitmine buys more ETH than Strategy buys BTC (weekly compare) 16:35 - Real-world asset tokenization and the quiet flood of money 18:03 - Yield war: single-asset treasuries and yield products 20:00 - Bhutan sells Bitcoin and why that popped into the notes 21:48 - Oil is impossible to track right now 23:33 - Resolve Labs exploit: $100k USDC → 50M USR minted 25:41 - MEV/sandwich attacks: why on-chain trading can be brutal 28:23 - Coinbase 24/7 perps on MAG7 and leveraged ETFs (not US) 29:59 - Hyperliquid + 24/7 markets: why CME wants in 32:26 - Tomorrow’s BTC options expiry: open interest and max pain 33:32 - Clarity Act markup timing + macro risk still driving everything 34:55 - Gold tanks: the historical streak comparison 36:27 - Wrap + “Joey might not be here” joke and backpedal
13 episodios
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