In this episode of the Crypto Rundown, Tevo and Brian break down why markets still look strong despite cautious sentiment, highlighting $300B in recent crypto market growth and continued institutional accumulation. They dive into rising activity in NFTs and meme coins, signaling a shift back toward risk-on behavior as capital begins rotating into higher-upside plays. The episode also covers macro narratives like Tether freezing $344M, Bitcoin funding rates turning negative (a potential bullish signal), and ongoing debates around supply shock driven by major buyers like Michael Saylor. They wrap with discussions on regulation, Trump’s crypto stance, and emerging infrastructure like X’s potential banking features, reinforcing that crypto is positioning for a larger move ahead.
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Chapters
00:13 — Market cautious but $300B added
05:30 — Bitcoin “pain trade higher” continues
10:30 — NFTs surge with major buying activity
15:30 — Meme coins return as risk appetite grows
20:30 — Whale activity and recent big winners
25:30 — Crypto market adds $310B in a month
30:00 — Negative funding rates signal potential upside
35:00 — Saylor buying sparks supply shock debate
40:30 — Trump, regulation, and Clarity Act update
50:00 — X app, banking rumors, and crypto future
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