Daily Crypto News

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  Oct 2: Stablecoins Move Deeper Into Banking and Zero-Knowledge Proofs Get Interesting 02.10.2026 12Min.

  Bitcoin is back above $86,000 as oil slips below $100 and Treasury yields pull back slightly, but the real test is whether $85,000 can become a new floor rather than another temporary pump. Spot Bitcoin ETFs recorded roughly $92.9 million in net outflows, while Lloyds Banking Group and Visa completed a live $750,000 cross-border settlement pilot using USDC. Evernorth shareholders also approved the company's business combination ahead of its planned Nasdaq debut, while Robinhood says the SEC's new tokenized-stock exemption may already impose limits that are too restrictive for the scale of its business.The SEC proposed a new crypto custody framework for investment advisers and regulated funds as Commissioner Hester Peirce prepares to leave the agency, while Circle and Hyperliquid are pushing European regulators on stablecoin reserve and perpetual-futures rules. NEAR Intents also temporarily halted services following a roughly $3.8 million exploit and says affected users will be compensated. Meanwhile, the Ethereum Foundation and Open Anonymity Project launched zkAPI, using zero-knowledge proofs to separate payments for AI and other API services from users' identities, another example of privacy-preserving cryptography moving toward practical applications.Happy HODLing Hosted on Acast. See acast.com/privacy for more information.
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  Oct 1: Bitcoin Holds $84K 01.10.2026 17Min.

  Bitcoin remains around $84,000 even as the 10-year Treasury yield pushes above 5.3%, its highest level since 2002. August PCE inflation came in cooler than expected, while Bitcoin ETFs recorded roughly $139 million in net outflows. Citi nevertheless raised its 12-month Bitcoin target from $82,000 to $113,000 and its Ethereum target from $2,240 to $3,028. The Treasury's expanded long-duration bond buyback program is also feeding a larger debate about debt management, liquidity and the growing role stablecoin issuers could play as buyers of short-term government debt.European regulators are scrutinizing Binance's operations under MiCA, while the Swiss National Bank is warning that large-scale stablecoin adoption could weaken traditional monetary-policy transmission. The prediction-market regulatory fight is also intensifying in Washington, MetaMask is precautionarily exiting affected Ethereum validators following misdirected block rewards, and DogeOS is developing an EVM-compatible environment that could expand Dogecoin into smart contracts, DeFi and other applications. Bitcoin itself remains stuck in the same basic structure, with $80K to $82K as the key floor and $87K as the next major level to reclaim.Happy HODLing Hosted on Acast. See acast.com/privacy for more information.
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  Sept 30: Bitcoin Holds $83K Ahead of PCE 30.09.2026 12Min.

  Bitcoin remains stuck around $83,700 as Treasury yields stay elevated and markets wait for August PCE inflation data. Spot Bitcoin ETFs nevertheless recorded another $66.2 million in net inflows, extending their positive streak to nine trading sessions. Robinhood is rolling out AI agents capable of automatically executing trades along with crypto perpetual futures offering up to 10X leverage, Coinbase Clearing is now a registered CFTC derivatives clearing organization, Blockchain.com is reportedly pursuing an IPO at a $4 billion to $6 billion valuation, and Bitwise has launched the first U.S. spot NEAR ETF.The Bitget hack is also turning into a test of crypto's censorship-resistant ideals. NEAR Intents intervened when hacker-linked funds attempted to move through its system, while THORChain refused Bitget's request to blacklist attacker addresses and subsequently processed swaps involving millions of dollars in hacker-linked assets. Meanwhile, Zcash developers are targeting more than 50,000 private payments per second, Aztec has relaunched zk.money as a privacy-focused Ethereum wallet, and Cboe and S&P are considering future tokenized options. Matt's immediate market focus remains unchanged: hold the $80K to $82K Bitcoin floor, then see whether $87K can eventually become support instead of resistance.Happy HODLing Hosted on Acast. See acast.com/privacy for more information.
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  Sept 29: Bitcoin Holds $84K Despite $107 Oil 29.09.2026 12Min.

  Bitcoin is holding around $84,000 despite Brent crude trading around $106 to $107, Treasury yields above 5% across much of the curve and significant market expectations for another Fed rate hike. Strategy added another 1,665 Bitcoin for roughly $143 million while repurchasing about $152 million of STRC preferred shares, and Tom Lee's BitMine has now accumulated more than 6 million ETH. A Senate investigation also found heavy USDT usage among hundreds of sanctioned Iran-linked wallets, while Tether says it has helped freeze roughly $550 million in Iran-linked USDT this year.The Bitget hack is also raising a larger philosophical question after attackers attempted to move more than $50 million through NEAR Intents, which intervened despite describing its service as permissionless and uncensorable. Meanwhile, Anthropic's potential IPO is already being traded through synthetic crypto perpetuals before the company actually goes public, and its enormous infrastructure commitments highlight another Bitcoin headwind: AI companies are becoming major borrowers in an already crowded bond market. Vitalik Buterin is also outlining a dramatically different Ethereum architecture for 2030 built around cryptographic proofs, formal verification and quantum-resistant technology.Happy HODLing Hosted on Acast. See acast.com/privacy for more information.
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  Sept 28: Bitcoin Is Stuck Between $82K and $87K 28.09.2026 16Min.

  Bitcoin is trading around $83,300 as leverage continues to come out of the market, leaving the $82,000 to $87,000 range as the key structure to watch. Solana ETFs, meanwhile, recorded their strongest week yet with roughly $188 million in net inflows, led by approximately $128 million into Bitwise's fund. Franklin Templeton is also bringing tokenized money-market assets into Bybit's collateral system, allowing eligible users to access trading credit while the underlying assets remain in regulated custody and continue earning yield.The bigger discussion is the SEC's new staff guidance on crypto token buybacks. For functional networks, the Division of Corporation Finance says an issuer's buyback of a non-security token does not by itself create the managerial promise necessary to make that token part of an investment contract. That raises a broader issue for token holders: owning a token associated with a company does not necessarily give you the ownership rights or legal protections of owning that company's stock. California is also restricting meme coins involving public officials, the Bitget hacker continues moving stolen XRP, Vitalik Buterin is outlining a more proof-driven and privacy-focused future for Ethereum, and Bitcoin researchers continue working on migration strategies for a future quantum threat.Happy HODLing Hosted on Acast. See acast.com/privacy for more information.
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  Sept 25: Bitcoin Holds $84 25.09.2026 9Min.

  Bitcoin is holding around $84,000 despite a difficult macro backdrop, with the 10-year Treasury yield around 5.2%, oil above $100 and markets pricing additional Fed tightening. Spot Bitcoin ETFs nevertheless recorded another roughly $190.7 million in net inflows, extending their positive streak to six days and approximately $2.84 billion. Meanwhile, ARK Invest is bringing its $1.3 billion venture fund onchain through Securitize, giving eligible investors Ethereum-based access to a fund containing stakes in companies including OpenAI, Anthropic, Stripe and Databricks.The Federal Reserve has also begun implementing the GENIUS Act with proposed rules governing stablecoin reserves, capital, custody and applications from banks that want to issue payment stablecoins. Matt argues that the increasingly important question is who captures the billions of dollars in potential yield generated by stablecoin reserves. Bitget also disclosed a $351.6 million security breach involving its wallet infrastructure, while its protection fund is large enough to cover the estimated losses. Across all of these stories, the larger theme continues to be traditional financial infrastructure moving onchain while Bitcoin holds surprisingly firm despite worsening macro conditions.Happy HODLing Hosted on Acast. See acast.com/privacy for more information.
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  Sept 24: Bitcoin Falls Back Toward $82K 24.09.2026 17Min.

  Bitcoin has fallen back to roughly $83,500 after failing to hold $85,000, putting the $80,000 to $82,000 support area back in focus. The macro backdrop has become less favorable as Treasury yields rise, oil rebounds and strong economic data keeps additional Fed tightening in the conversation. The positive counterweight is institutional demand: according to the figures discussed on the show, spot Bitcoin ETFs added another $346.9 million Wednesday, extending their streak to five consecutive inflow days and roughly $2.65 billion. Meanwhile, Blockchain.com and the NYSE are exploring 24/7 tokenized U.S. stocks and ETFs, while the Trump administration is reportedly considering partnerships to promote dollar stablecoins internationally as a way to reinforce dollar dominance and Treasury demand. On the technology side, AI-assisted optimization cut the estimated computing cost of one experimental quantum-resistant Bitcoin transaction method from about $320 to $66, although the cheaper estimate has not yet been demonstrated in another mined transaction. Matt's immediate market question remains simple: after spending weeks trying to break through $80K to $82K, can Bitcoin now prove that same area is support? Happy HODLing Hosted on Acast. See acast.com/privacy for more information.
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  Sept 23: The Stablecoin Endgame? 23.09.2026 20Min.

  Bitcoin is holding in the mid-$85,000 range as U.S. spot Bitcoin ETF demand remains strong, with roughly $714 million of additional inflows following Monday's nearly $1 billion. But today's main discussion comes from Bravo's Research, which lays out a theory connecting Treasury's long-duration debt management, greater reliance on short-term Treasury bills and the rapid growth of dollar stablecoins as a potential new structural source of T-bill demand. Treasury Secretary Scott Bessent has publicly said that stablecoin growth could strengthen the dollar and increase demand for U.S. Treasuries, although the specific three-step strategy discussed on the show is analysis rather than an announced Treasury policy. Bravos: https://www.youtube.com/watch?v=u70oUWgVoYU&utm_source=chatgpt.comStablecoin infrastructure is also moving deeper into traditional finance, with SoFi migrating a card program expected to process more than $25 billion annually onto SoFiUSD settlement and six major Canadian banks exploring tokenized deposits. Coinbase has launched fixed-rate USDC loans backed by Bitcoin, the CFTC is warning exchanges about manipulation risks in prediction markets tied to what specific people say or do, and Solana's Alpenglow upgrade targets finality of roughly 150 milliseconds versus about 12.8 seconds today. Matt's broader takeaway is that crypto infrastructure is increasingly disappearing underneath conventional financial products, meaning many future users may interact with blockchain settlement without thinking of themselves as crypto users. Happy HODLing Hosted on Acast. See acast.com/privacy for more information.
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  Sept 22: Bitcoin Holds Above $85K as ETF Inflows Explode and Corporate Buyers Come Back 22.09.2026 22Min.

  Bitcoin held above $85,000 after briefly trading above $87,000, while U.S. spot Bitcoin ETFs recorded approximately $999 million in net inflows on Monday. Matt argues that this is an important transition point because the short squeeze that helped drive the initial breakout cannot continue indefinitely. The next leg higher needs genuine buyers, and the surge in ETF demand, combined with new purchases from Strategy and Strive, provides stronger evidence of sustained demand. Elsewhere, Binance invested $100 million in Circle while also facing another U.S. sanctions investigation involving Iranian activity. White hats recovered another 52 Bitcoin tied to the COLDCARD exploit, X added trading links to stock and crypto cashtags, and Cardano joined the x402 payment standard for autonomous AI agents. Matt remains bullish on the improving infrastructure around crypto but wants Bitcoin to establish the low-to-mid $80,000 range as support before assuming the rally can continue indefinitely. Happy HODLing Hosted on Acast. See acast.com/privacy for more information.
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  Sept 21: Craig Cobb's $83K Level Breaks as Shorts Get Crushed. Bitcoin Rips Above $85K! 21.09.2026 21Min.

  Bitcoin surged above $85,000 after finally clearing the roughly $83,000 level that both Matt and Craig Cobb have been watching. Craig explains that the breakout does not automatically create a monthly Bitcoin uptrend, but it does eliminate the existing downtrend and moves Bitcoin into a no-trend higher-time-frame structure. Total crypto market cap had already made a similar breakout, while Solana and other major altcoins are showing stronger cyclicity and trends. Matt's next question is whether roughly $83,000 can now become support. The rally was supported by falling oil prices, a retreat in the 10-year Treasury yield, renewed ETF inflows and a huge short squeeze, with about $648 million in crypto shorts liquidated. Beyond price, Coinbase is seeking approval for single-stock perpetual futures, ZetaChain voted to wind down its Layer 1 and migrate to Solana, the CFTC is moving ahead with crypto rulemaking after CLARITY failed, and Polymarket is facing serious questions over fraud and compliance. Matt remains constructive but cautious, arguing that the breakout becomes significantly more convincing if Bitcoin can turn the low-$80,000 range from resistance into support. Happy HODLing Hosted on Acast. See acast.com/privacy for more information.
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  Sept 18: Bitcoin Pushes Back Toward $78K as Wall Street Moves Deeper Onchain 18.09.2026 24Min.

  Bitcoin moved back toward $78,000 as spot ETF flows returned to positive territory, although Matt argues the market remains sideways rather than in a confirmed recovery. The bigger structural story is the SEC's new five-year innovation exemption for tokenized U.S. stocks, which requires tokenized shares to carry the same ownership rights as their traditional counterparts. Traditional finance continues moving deeper into blockchain infrastructure even as corporate Bitcoin purchasing has slowed. Prediction markets are also becoming increasingly important and increasingly controversial. Matt discusses a listener's proposal to emphasize knowledge and consumer protection rather than prohibition, his prior research into apparently coordinated wallet activity in Ohio political markets, and the Ninth Circuit's ruling involving Kalshi on tribal lands. He also examines AI-assisted cybersecurity and Andrew Yang's unverified account of self-replicating AI code on the open internet, while raising his own concerns about the growing role private AI platforms play in political research and expression. Happy HODLing Hosted on Acast. See acast.com/privacy for more information.
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  Sept 17: Bitcoin Holds Near $77K After the Fed Hike as Institutional Crypto Keeps Expanding 17.09.2026 12Min.

  Bitcoin remained around $77,000 after the Federal Reserve delivered its widely expected 25-basis-point rate hike, with Matt arguing that the decision itself had already been priced into markets. The more important issue now is weakening demand, including softer ETF flows, on-chain inflows, stablecoin growth and corporate treasury purchases. Matt continues to view Bitcoin as sideways unless it decisively loses roughly $76,000, which would put the $72,000 area back into focus. Institutional crypto infrastructure continues expanding despite the CLARITY Act's failure. Circle launched Arc with more than 100 applications and institutional participants, while Deutsche Bank plans to launch regulated digital-asset custody in Europe. Congress is also continuing work on crypto tax and Bitcoin-reserve legislation, while Zcash rallied sharply following renewed institutional attention to privacy. Happy HODLing Hosted on Acast. See acast.com/privacy for more information.
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  Sept 16: The CLARITY Act Failed. Trump Gave Democrats the Political Opening They Needed. 16.09.2026 24Min.

  The Senate failed to advance the CLARITY Act in a 49-50 cloture vote, well short of the 60 votes required. Democrats centered their opposition on ethics concerns surrounding President Trump's crypto businesses, while Republicans argued they had already incorporated 126 substantive Democratic requests. Three Republicans opposed advancement on substantive grounds, while Thom Tillis switched his vote for procedural reasons that preserve the possibility of reconsideration. Matt argues that Trump's crypto interests gave Democrats an obvious political opportunity, while also questioning provisions designed to protect banks from stablecoin competition. The failure leaves major questions unresolved for altcoins, exchanges, DeFi, tokenized assets and developers, even as Bitcoin already operates under a more established regulatory framework. Fairshake enters the midterms with more than $112 million available, but there is no evidence yet that it will simply abandon Democrats for Republicans. Matt's broader conclusion is that CLARITY's failure is a political and regulatory setback, not the end of crypto. The technology, investment and financial experimentation underlying the industry continue regardless of what happened in the Senate. Happy HODLing Hosted on Acast. See acast.com/privacy for more information.
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  Sept 15: Bitcoin Slips Below $77K as the 10-Year Breaks 5% and CLARITY Faces Its Big Vote 15.09.2026 13Min.

  Bitcoin slipped below $77,000 as the 10-year Treasury yield moved above 5%, oil remained above $100 and markets heavily priced a 25-basis-point Fed rate hike for Wednesday. ETF flows have also weakened after the large inflows earlier this month. Matt remains cautious, arguing that expensive money, persistent inflation and geopolitical energy pressure create a difficult environment for Bitcoin and other risk assets. The Senate's 2:15 p.m. Eastern CLARITY Act vote is today's major crypto catalyst. The procedural vote requires 60 senators, meaning Republicans need support beyond their 53-seat conference. Matt supports clearer crypto rules and stronger ethics provisions around public officials, but argues that stablecoin regulation should not become a mechanism for protecting banks from legitimate competition. He also sees the emerging push to slow AI development as a potential economic and geopolitical risk if U.S. restrictions move faster than those of competing countries. Happy HODLing Hosted on Acast. See acast.com/privacy for more information.
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  Craig's Biggest Trade This Week Is Staying in Cash 14.09.2026 5Min.

  Craig starts the week largely in cash after last week's CPI and PPI volatility produced a massive Bitcoin whipsaw capable of stopping out traders on both sides of the market. Bitcoin remains consolidated roughly between $76,000 and $82,000, while the total market cap is similarly directionless. With no clean trend or compelling structure, Craig sees no reason to force a trade simply for the sake of having a position. The bigger concern is event risk, with the CLARITY Act procedural vote followed closely by the FOMC rate decision and accompanying Fed language. Craig explains why he avoids holding short-term trades through major binary events and distinguishes probability-based trading from gambling on an unpredictable announcement. Even if a strong setup appears before those events, he would not want to carry it into the volatility. For now, his most important trade is patience. Happy HODLing Hosted on Acast. See acast.com/privacy for more information.
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  Sept 14: Bitcoin Holds Near $78K as Oil, Yields and AI Fears Hit the Markets 14.09.2026 21Min.

  Bitcoin remains around $78,000 as oil trades above $100, the 10-year Treasury yield flirts with 5% and markets prepare for Wednesday's Fed decision. Matt remains cautious on Bitcoin's near-term outlook and still considers the current movement part of the same broad sideways range until Bitcoin can decisively break through the low $80Ks and establish $80,000 as support. The CLARITY Act also faces a major procedural test this week, with stablecoin yield emerging as a key fight between crypto companies and traditional banks. Matt argues that regulators should distinguish genuine consumer protection from rules designed to insulate incumbents from competition. He applies the same concern to AI, arguing that legitimate safety risks should not become justification for allowing a small group of dominant companies to create a regulatory structure that locks out open-source development and smaller competitors. Happy HODLing Hosted on Acast. See acast.com/privacy for more information.
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  Sept 11: Hot CPI, $100 Oil and 5% Treasury Yields, So Why Did Bitcoin Jump? 11.09.2026 15Min.

  Bitcoin reversed sharply from roughly $76,000 to above $78,000 even as August PPI rose 5.4% year over year, CPI increased 0.4% for the month, oil remained above $100 and the 10-year Treasury yield approached 5%. Matt argues that the rally may reflect markets gaining certainty about the Fed, but he still considers roughly $76K through the low $80Ks the same broad Bitcoin price range rather than evidence of a new trend.Researchers also cut by more than half a benchmark for the quantum resources needed for a key operation involved in a potential future attack on Bitcoin and Ethereum cryptography. The research does not mean either network can be cracked today, but Matt sees the combination of improving quantum hardware, more efficient algorithms and AI-assisted research as another reason crypto developers should accelerate post-quantum preparations before the threat becomes practical.Happy HODLing Hosted on Acast. See acast.com/privacy for more information.
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  Sept 10: Wall Street Is Building on Crypto Rails While Bitcoin Slips Back Toward $77K 10.09.2026 15Min.

  Bitcoin fell toward $76,900 as the 10-year Treasury yield climbed to roughly 4.87%, but the bigger stories are happening around crypto infrastructure. Nasdaq is investing $100 million in Kraken parent Payward, PayPal is working on infrastructure for customized stablecoins, Visa says its stablecoin settlement business has surpassed $20 billion, and MetaMask is preparing to become a standalone company focused on a much broader range of consumer financial services.Bitcoin and Ethereum developers are also accelerating preparations for post-quantum cryptography as IBM and other companies pursue increasingly capable quantum systems. Matt argues that nobody can confidently predict the exact quantum timeline, particularly as increasingly capable AI systems could accelerate research, and that crypto should migrate toward quantum-resistant security before an actual threat emerges rather than waiting until the problem becomes urgent.Happy HODLing Hosted on Acast. See acast.com/privacy for more information.
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  Craig Cobb: Bitcoin Needs $82,811 as Altcoins Start Leading the Market 09.09.2026 5Min.

  Bitcoin remains trapped in consolidation, but Craig is watching $82,811 as the critical level that would end Bitcoin's monthly downtrend. The total crypto market cap has already broken its corresponding level around $2.72 trillion, while altcoins are leading with a monthly higher low and higher high. Craig also continues watching Bitcoin's highly cyclical three-month structure, which he says has historically preceded a new bull market after the relevant high was broken 11 out of 11 times. Craig then breaks down how he searches for trades when a clean higher-time-frame trend doesn't immediately provide his preferred entry. Using WLD as an example, he combines four-hour cyclicity with lower-time-frame horizontal resistance, requiring at least three touches and preferring higher lows building underneath the level. Rather than forcing a position, he waits for either a valid breakout or his cyclical trend-following setup, stacking multiple structural factors to improve the probability of a successful trade. Happy HODLing Hosted on Acast. See acast.com/privacy for more information.
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  Sept 8: Bitcoin Prints a Golden Cross, but $83K Still Has to Break 08.09.2026 16Min.

  Podcast SummaryBitcoin has printed a golden cross and ETF demand remains strong, but Matt still considers the market sideways until Bitcoin either clears roughly $82,000 to $83,000 or loses $75,000. Oil approaching $100, the 10-year Treasury yield above 4.8%, uncertainty surrounding the Fed and questions about whether ETF demand has altered Bitcoin’s traditional four-year cycle all complicate the outlook. Meanwhile, Robinhood’s growing blockchain business and Metaplanet’s sharp decline demonstrate both sides of the leveraged exposure investors can get from Bitcoin-adjacent companies.The regulatory and technology calendars are also converging. Matt looks at the upcoming CLARITY procedural vote and whether crypto political spending through groups such as Fairshake could influence senators in competitive races. Ethereum is also targeting post-quantum security by 2029, matching the timeframe in which IBM hopes to make major advances in fault-tolerant quantum computing. Matt argues that quantum risk is worth preparing for without pretending every crypto wallet is suddenly vulnerable, while the recent Cronos rollback raises a more immediate question about whether blockchains should ever reverse transactions after major exploits.Happy HODLing Hosted on Acast. See acast.com/privacy for more information.