Brian and Tevo break down Bitcoin’s surprising resilience amid U.S.–Iran war headlines and rising oil prices. Instead of panic selling, they highlight capital rotation and signs of market stabilization across crypto and tech stocks. The episode features bullish perspectives from Pantera and Raoul Pal on crypto’s long-term positioning and retail behavior. They close with updates on prediction markets, new Sui ETFs, Chainlink’s SEC connection, and momentum around U.S. crypto legislation.

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Chapters

00:04 — U.S.–Iran conflict breaks and Bitcoin’s immediate market reaction.

03:00 — Weekend volatility: dip to the low $60Ks and rebound toward $70K.

05:30 — Oil spikes, gold slips, and capital rotates instead of panic selling.

10:20 — Software stocks vs. Bitcoin: signs of a “constructive” bottom.

18:30 — Pantera argues crypto is undervalued compared to AI stocks.

23:30 — Raoul Pal: crypto as the “largest casino” and retail psychology.

29:40 — Prediction markets surge as NASDAQ enters the space.

36:15 — Altcoin updates: Sui ETFs, Chainlink SEC ties, and Clarity Act buzz.

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