Tapping Into Crypto

While a lot of social media traders are suddenly rushing to call a market bottom off the back of this news, Pav walks through the weekly Bitcoin chart to break down the exact technical and structural reasons behind this sudden shift in investor sentiment.

Pav starts by tracking the Bitcoin ETF flows, noting the end of a ten-day selling streak as buyers return to the market. He unpacks Strategy’s recent Bitcoin sale to fund dividend yields, explaining why this move was expected and actually removes a major layer of market fear.

He also covers key top movers, including Memecoin's rally, the rise of Lightar as an on-chain competitor, and structural growth at Aerodrome Finance. Finally, he highlights a massive inflow for Hyperliquid and explains how the upcoming Clarity Act deadline is shifting sentiment across prediction platforms.

You’ll hear:

03:52 Why a ten-straight-day selling streak finally flipped to net buying

06:21 Why Strategy releasing $216 million in Bitcoin is actually a relief for the industry.

10:05 How a stock-market formula helped a volatile asset bounce back

16:11 A deep dive into the free on-chain data tracking how institutional buyers completely stepped in to absorb supply at the $60 range.

19:15 Why Polymarket sentiment flipped to a 45% pass rate as the looming August regulatory deadline approaches.

21:44 Pav walks through historical whale behavior from previous cycle highs and analyses Bitcoin's recent 6.8% green week closure.

… and much more!

Want to see what we’re looking at every episode? Watch the YouTube version of the podcast here.

Ready to start? Get $10 of FREE Bitcoin on Swyftx when you sign up and verify: https://trade.swyftx.com.au/register/?promoRef=tappingintocrypto10btc

To get the latest updates, hit subscribe and follow us over on the gram @tappingintocrypto or X @tappingintocrypto

If you can’t wait to learn more, check out these blogs from our friends over at Swyftx.

This podcast provides general market commentary and is for educational and entertainment purposes only. It is NOT financial advice. We are NOT licensed financial advisors. Investing in cryptocurrency carries risk. You should always conduct your own research and seek independent financial advice before making any investment decisions. Please read Swyftx's Terms and Conditions and Risk Disclosure statement before investing.

Ted and Calum are teaming up again to make sense of a quiet but highly interesting week for crypto. While Pav is busy making his big live TV debut on Sky News, the boys take a look under the hood to see if market history is repeating itself and where the smart money is actually positioning itself.

In this episode, they dive into the numbers behind Bitcoin closing three straight red quarters for only the fourth time ever, exploring whether a 50% drawdown points to a final accumulation phase later in the year or a potential July relief bounce. The boys also unpack the heavy internet chatter after Ripple CEO Brad Garlinghouse publicly criticized Michael Saylor's financial products, right as Strategy announced a massive new capital framework to safely adjust cash reserves.

Plus, they explore Kaspa’s major internal network clock hard fork to explain why fixed tokenomics matter for long-term growth. Finally, they cover a surprising new local survey showing that high-powered business leaders are personally holding crypto at massive rates, and break down why political pushback on the Clarity Act is shaking up prediction markets.

You’ll hear: 

03:15 Why a three-quarter red streak has historically set up a major accumulation phase, and what July's market behavior usually tells us.

07:14 Brad Garlinghouse clashing with Michael Saylor over structured Bitcoin products and why the Ripple boss thinks it's time to be greedy.

09:20 Calum explains the unique tokenomics of Kaspa’s new hard fork

13:16 The real psychological impact behind the headlines of Strategy balancing their cash reserves and how it affects everyday market sentiment.

16:32 An awesome look into a new poll showing 54% of local managing directors and CEOs are personally holding Bitcoin for the long haul.

21:05 Why the upcoming political recess is shifting odds on prediction markets and what the delay means for building a long-term bottom.

… and much more!

You can read more about the Swyftx survey results here.

Want to see what we’re looking at every episode? Watch the YouTube version of the podcast here.

Ready to start? Get $10 of FREE Bitcoin on Swyftx when you sign up and verify:  https://trade.swyftx.com.au/register/?promoRef=tappingintocrypto10btc 

To get the latest updates, hit subscribe and follow us over on the gram @tappingintocrypto or X @tappingintocrypto

If you can’t wait to learn more, check out these blogs from our friends over at Swyftx.

This podcast provides general market commentary and is for educational and entertainment purposes only. It is NOT financial advice. We are NOT licensed financial advisors. Investing in cryptocurrency carries risk. You should always conduct your own research and seek independent financial advice before making any investment decisions. Please read Swyftx's Terms and Conditions and Risk Disclosure statement before investing.

These updates have the potential to change the whole market.

Ted and Pav are catching up on the mic this week to chat about all the latest action in the markets. While everyone else seems completely distracted by the latest tech IPOs, they look under the hood to see where the real opportunities are popping up during this quiet sideways phase.

In this episode, they chat about the latest internet gossip surrounding Strategy and Michael Saylor, breaking down why the critics who are predicting trouble are completely missing the mark. Pav helpfully explains how Strategy's new stock product actually works, sharing why their balance sheet is in a much better spot than people think.

They also take a look at Worldcoin's impressive run, show some love to new prediction platforms like Rain, and break down Coinbase's massive new move to launch tokenized real-world stocks for international users. Plus, Pav shares an awesome breakdown of how the new Fed Chair, Kevin Warsh, is shaking up the whole economic game plan.

You’ll hear: 

~ The real mechanics behind Strategy's balance

~ Why platforms like Kalshi and Rain are completely beating the traditional market slowdown

~ Inside the upcoming launch of tokenized company stocks backed one-to-one for non-US retail investors.

~ Pav explains why Kevin Warsh is forcing Wall Street algorithms to rely strictly on raw data instead of being spoon-fed interest rate hints.

~ Why watching which new projects enter the top one hundred during a quiet market is the ultimate way to find real opportunity.

~ Why crypto is temporarily out of the limelight

… and much more!

Want to see what we’re looking at every episode? Watch the YouTube version of the podcast here.

Ready to start? Get $10 of FREE Bitcoin on Swyftx when you sign up and verify:  https://trade.swyftx.com.au/register/?promoRef=tappingintocrypto10btc 

To get the latest updates, hit subscribe and follow us over on the gram @tappingintocrypto or X @tappingintocrypto

If you can’t wait to learn more, check out these blogs from our friends over at Swyftx.

This podcast provides general market commentary and is for educational and entertainment purposes only. It is NOT financial advice. We are NOT licensed financial advisors. Investing in cryptocurrency carries risk. You should always conduct your own research and seek independent financial advice before making any investment decisions. Please read Swyftx's Terms and Conditions and Risk Disclosure statement before investing.

Ted and Pav are finally back together after a four-week break, and they are sliding right into a massive week of updates to figure out if the local market bottom is finally here. While most people expect a longer sideways grind, a few massive corporate changes are hitting the space right now that nobody can afford to ignore. 

In this episode, the boys break down Elon Musk's SpaceX, which completely blindsided everyone shorting it by climbing 30% to hit a mind-boggling $2.5 trillion valuation. Ted does a deep dive into Worldcoin’s new setup to see if it works well or just goes sideways.

Plus, we cover why Bitmine is doubling down on buying Ethereum despite nursing a casual $9 billion loss, and what to expect from the newly appointed Fed Chair's very first big interest rate meeting this Wednesday. And much more!

You’ll hear: 

~ How Elon Musk’s wild rocket, Starlink, and AI mashup defied every single bear expectation to trade at 90 times its revenue.

~ Inside the controversial new reports from Galaxy Digital, NYDIG, and Standard Chartered

~ Sam Altman's tech project: is his token actually useful or just a massive cash cow?

~ The hidden risks of institutional yield products when the underlying crypto asset takes a massive hit.

~ Pav nerds out on underlying core inflation metrics and the absolute tightrope the new Fed Chair has to walk this Wednesday.

~ Why the boys are completely avoiding altcoins right now and stubbornly keeping their portfolios in Bitcoin and cash.

… and so much more! 

Want to learn more about the reports? You check them here:

Galaxy Digital - https://www.galaxy.com/insights/research/bitcoin-four-year-cycle-where-is-the-bottomNYDIG - https://www.nydig.com/research/whats-weighing-on-bitcoin

Standard Chartered - https://news.bitcoin.com/bitcoin-bottom-is-in-standard-chartered-declares-end-of-crypto-winter/ 

Want to see what we’re looking at every episode? Watch the YouTube version of the podcast here.

Ready to start? Get $10 of FREE Bitcoin on Swyftx when you sign up and verify:  https://trade.swyftx.com.au/register/?promoRef=tappingintocrypto10btc 

To get the latest updates, hit subscribe and follow us over on the gram @tappingintocrypto or X @tappingintocrypto

If you can’t wait to learn more, check out these blogs from our friends over at Swyftx.

This podcast provides general market commentary and is for educational and entertainment purposes only. It is NOT financial advice. We are NOT licensed financial advisors. Investing in cryptocurrency carries risk. You should always conduct your own research and seek independent financial advice before making any investment decisions. Please read Swyftx's Terms and Conditions and Risk Disclosure statement before investing.

Ted and Calum are running the studio this week and wrapping their heads around a massive market disconnect.

While Bitcoin takes a sudden flash crash below US$60K, certain altcoins are completely ignoring gravity and throwing an absolute party. 

In this episode, the boys get straight into the bizarre prediction market conspiracy behind Michael Saylor's latest Bitcoin trade and Calum's aggressive strategy to stay in cash until the market bottoms out. We also dive into the massive regulatory shake-up as new SEC Chair Paul Atkins takes over and predicts all traditional markets will move on-chain within five years .

Plus, we cover why AI trading agents like Siren are outperforming human emotion, a massive 770% monthly pump for a new project called Audiera, and the new Australian capital gains tax changes that are about to force a lot of investors to hold Bitcoin for the long term . 

You’ll hear: 

- What actually triggered the sudden Bitcoin drop and whether the panic is entirely overblown

- The crazy coincidence behind Michael Saylor selling right inside a betting window 

- Why Calum is stubbornly sitting on the sidelines with a downside target between $37K and $45K 

- The New SEC Era: How Paul Atkins is changing the industry with a brand new token taxonomy system

- Are AI Agents taking over?

- How the latest budget changes are completely destroying the old cycle-trading strategy

… and much more!

Want to see what we’re looking at every episode? Watch the YouTube version of the podcast here.

Ready to start? Get $10 of FREE Bitcoin on Swyftx when you sign up and verify:  https://trade.swyftx.com.au/register/?promoRef=tappingintocrypto10btc 

To get the latest updates, hit subscribe and follow us over on the gram @tappingintocrypto or X @tappingintocrypto

If you can’t wait to learn more, check out these blogs from our friends over at Swyftx.

This podcast provides general market commentary and is for educational and entertainment purposes only. It is NOT financial advice. We are NOT licensed financial advisors. Investing in cryptocurrency carries risk. You should always conduct your own research and seek independent financial advice before making any investment decisions. Please read Swyftx's Terms and Conditions and Risk Disclosure statement before investing.