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This episode breaks down the immediate aftermath of Bitcoin’s new all-time high at $125,000, focusing on the key technical levels — the strong resistance at $123,000 and the critical support band around $118,000 — and what short-term price action tells us about market conviction.

We weigh massive institutional flows (notably $875M in Bitcoin ETF inflows and $417M into Ethereum ETFs) against rising BTC dominance and lagging altcoins, while tracking the Monad airdrop hype — its 10,000 TPS claim and EVM compatibility — as a potential market-moving catalyst.

The outlook for 2026 is highly polarized: technical consolidation and eventual altcoin breakout versus macro-driven crash risk. We also cover key ecosystem moves like JupeUSD, MetaMask trading integrations, Bitwise’s ETF inflow forecast, and YZ Labs’ $1B fund.
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47 episodes