4.6 • 821 Ratings
🗓️ 9 July 2025
⏱️ 68 minutes
🧾️ Download transcript
In this episode, Brendan and Tevo discuss the current state of the cryptocurrency market, focusing on Bitcoin and Ethereum's dynamics, the implications of the M2 money supply, and the growing trend of tokenization. They highlight the increasing institutional interest in Ethereum, the supply squeeze in Bitcoin, and the cultural impact of cryptocurrency in mainstream media. The conversation emphasizes the importance of understanding these trends for investors and the future of finance.
Chapters
00:00 Crypto Market Overview and Trends
11:52 Bitcoin Supply Dynamics and M2 Money Supply
23:44 Ethereum's Growing Institutional Interest
34:56 Solana's New Trading Features and Perpetual Contracts
37:54 Ethereum's ChatGPT Moment
41:24 Tokenization and Financial Transformation
46:57 The Future of Bitcoin and Ethereum
47:53 Venture Capital in Crypto
52:47 Tokenization Trends in Traditional Finance
57:31 Cultural Impact of Crypto
01:00:32 Community Engagement and Future Outlook
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0:00.0 | All right, everyone, welcome back to your crypto rundown, where we talk about everything that's going on in the world of cryptocurrency and blockchain technology. |
0:18.5 | From the fundamentals in the news to the technicals on the charts. |
0:21.8 | We spend the time doing hours of research so that you all don't have to. |
0:26.6 | And man, the crypto market is moving. |
0:29.5 | It's coiled up and it is primed for its next leg to the upside. |
0:34.4 | And I know what you're thinking, Brendan, it's been a Bitcoin dominant market. |
0:37.7 | Sure, there's been some Al-Quin movers. What about Ethereum? What about Al-Qaeda season? |
0:41.9 | Well, the longer that time goes on, the more evidence that we're getting over here. I mean, |
0:46.4 | the M2 money supply is going parabolic to new highs. Bitcoin's exchange reserves are going to |
0:52.6 | record levels of lows. |
0:54.5 | This is creating a huge squeeze in the price action of Bitcoin, but Ethereum here is in the bulk of the news this week. |
1:02.2 | There are countless new records being broken on Ethereum. |
1:05.7 | They're seeing record levels of flows into the ETFs. |
1:08.8 | And treasuries are coming out of the woodworks saying we're |
1:11.8 | actually betting on Ethereum now as opposed to Bitcoin, and we're seeing the ETF flows |
1:16.4 | transfer from being Bitcoin heavy to Ethereum heavy. |
1:20.2 | So we're going to talk about what's happening over here if there's some alpha on Ethereum |
1:23.3 | and really realistically what the future can look like. |
1:27.0 | Now, Ethereum is not the only one. |
1:28.8 | We have some breaking news on the Solana front because Phantom Wallet just unveiled that they're going to allow direct perps trading powered by Hyperliquid, which is a protocol that we have talked about on the Crypto rundown. |
1:41.8 | It's an alt-coin chart that has been going parabolic. |
1:44.8 | And there's also some Solana related news in regards to the sole ETS. We're going to touch on that in just a second. |
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