Collective Shift

Join Matt and Nick as they discuss the recent fluctuations in the crypto market, focusing on Bitcoin's near approach to $100,000 and the significant rally in altcoins, particularly XRP. They also explore Ethereum's ETF developments, MicroStrategy's continued Bitcoin accumulation, and more. Key Takeaways  Bitcoin (BTC) failed to surpass $100,000 despite MicroStrategy and Marathon buy...

Join Matt and Nick as they discuss Bitcoin hitting fresh all-time highs of nearly $100,000, MicroStrategy buying more BTC, options for Bitcoin ETFs, Aus Crypto Con 2024, Gary Gensler stepping down as SEC chair, spot Solana ETF news, and more. Key Takeaways  Bitcoin continued to climb, surpassing $99,000 for the first time before retracing to the early $90,000s. MicroStrategy made its largest BTC p...

Join Matt and Nick as they discuss Bitcoin hitting fresh all-time highs, Ethereum Devcon 2024, the Republicans winning both houses, Trump’s plan for a Bitcoin reserve, and more. Key Takeaways  Bitcoin continued to hit fresh all-time highs last week, surpassing $90,000 for the first time. Ethereum's Devcon showcased important developments for the blockchain's future. Meanwhile, ETH contin...

Join Matt and Nick as they discuss how Donald Trump’s victory in the U.S. election impacts the outlook for Bitcoin (BTC) and the crypto market more broadly. Key Takeaways  Bitcoin (BTC) hit an all-time high above $80,000 after Donald Trump convincingly won the U.S. election, an ideal outcome for the crypto market. If the Republicans take out the majority in the House of Representatives, a ‘red swe...

Join Nick and Simon as they preview the election in the final hours before voting, discuss Bitcoin’s strength challenging news highs and the impact of more MicroStrategy buying. Key Takeaways  Bitcoin fails to break through to a new all-time high. Bitcoin is showing strength with ETF flows, open interest and dominance all approaching highs. Solana continues to stand up as Ethereum struggles.

Join Matt and Nick as they break down payments giant Stripe’s acquisition of Bridge, a stablecoin company. They also talk about Goatseus Maximum (GOAT), Truth Terminal, certain Solana metrics hitting all-time highs, and more. Key Takeaways  The crypto market slid last week as all eyes remain on the U.S. presidential election. Solana (SOL) was one of the few exceptions to record a weekly gain.  Str...

Join Matt and Nick as they discuss Bitcoin's recent surge and Stripe's alleged $1.1B  acquisition of stablecoin company Bridge. They also cover a16z's annual report on the state of crypto, the disappointing launch of World Liberty Financial (WLFI), and more. Key Takeaways  Bitcoin (BTC) hit a three-month high of $69,400 and BTC dominance climbed to its highest level since March 2021...

Join Nick and Simon as they cover Trump-linked World Liberty Financial's massive token sale, Uniswap dropping its Ethereum L2, Unichain, memecoin promoter Murad Mahmudov getting doxxed after his viral ‘memecoin supercycle' presentation and a new crypto game attracts attention from web2 gamers. Key Takeaways  Donald Trump’s affiliated cryptocurrency, World Liberty Financial (WLFI), will h...

Join Matt and Nick as they discuss the latest developments in the crypto market, Bitcoin’s resilience amid market uncertainty, Swift pushing further into crypto, the ongoing legal battle between the SEC and Ripple Labs, and more. They also discuss one of the biggest insider secrets after a week to forget for EigenLayer (EIGEN) and Celestia (TIA). Key Takeaways  Crypto encountered increased volatil...

Join Matt and Nick as they discuss how Bitcoin put in its strongest September in over a decade. They also cover U.S. Vice President Kamala Harris’ first comments about blockchain; crypto announcements from Visa and PayPal; altcoins; and more. Key Takeaways  Bitcoin (BTC) put in its strongest September in over a decade. We now enter Q4, which is BTC’s best quarter based on past performance. BNY Mel...

Join Matt and Nick as they break down Token2049 and Solana Breakpoint 2024, two of the largest crypto conferences of the year. They also discuss the latest with World Liberty Financial (WLFI), the upcoming crypto project associated with Donald Trump and the Trump family. Key Takeaways  The U.S. central bank cut rates for the first time in more than three years. Further cuts are expected by year-en...

Join Matt and Nick as they break down Trump’s new crypto project, World Liberty Financial, and Japan’s largest energy company expanding into Bitcoin mining. They also discuss certain altcoin updates related to Solana, EigenLayer, Ethereum Name Service, and more. Key Takeaways  Crypto prices have rebounded, led by BTC. Notably, the ETH/BTC pair hit its lowest level since April 2021. World Liberty F...

Join Matt and Nick as they break down the crypto market sell-off, the state of crypto regulations in the U.S., Wells Fargo’s potential Bitcoin ETF push, and more. They also discuss certain altcoin updates including Arbitrum Stylus and Polygon’s token migration. Key Takeaways The crypto market slid amid weakness in stock markets, with ETH temporarily hitting a year-to-date low under $2,200. Last we...

Join Matt and Nick as they break down August’s market performance, stablecoin supply hitting all-time highs, and the market outlook for September. They also discuss certain altcoins updates including outages for the TON blockchain and MakerDAO’s rebrand. Key Takeaways  August was a rough month for crypto—led by BTC (-8.7%), ETH (-22.3%) and SOL (-21.1%)—while major U.S. stock indices managed to re...

Join Matt and Nick as they cover the Federal Reserve's plan to cut rates, the arrest of Telegram’s co-founder and what it means for TON, Marathon becoming a new buyer of Bitcoin (BTC), and more. Key Takeaways Crypto rallied after the U.S. central bank all but confirmed it’d cut rates in September. It remains unclear whether the cuts will be 25 basis points or 50 basis points. Telegram’s co-fo...

Join Matt and Nick as they break down crypto’s chaotic week. They also discuss Ethereum vs Solana, the Ethereum ETFs, the SEC vs Ripple Labs court ruling, and more. Key Takeaways  The market bounced strongly off last week’s lows of less than $50,000 for BTC. For now, it appears the technical reasons for the flash crash have passed. Kamala Harris overtook Donald Trump in U.S. election prediction ma...

Join Matt and Nick as they break down why Bitcoin and the broader cryptocurrency market have sold off heavily, exploring potential reasons such as growing recessionary fears, changing election odds, and the strengthening Japanese yen. Key Takeaways  Crypto prices have tumbled amid broader selling of risk-off assets caused by several reasons. These reasons include growing fears of a U.S. recession,...

Join Matt and Nick as they cover Donald Trump’s speech at the Bitcoin 2024 conference, the launch of the Ethereum ETF launch in the U.S., and plenty more in what was one of the most important weeks for crypto so far this year. Key Takeaways BTC and SOL continued climbing while ETH underperformed yet again. Notably, this price action unfolded despite stock markets around the world putting in anothe...

Join Matt and Nick as they break down the strong bounceback in crypto prices after a week that involved BlackRock CEO Larry Fink touting Bitcoin, Trump naming a pro-crypto vice presidential nominee, and more. They also preview a week that is likely to feature the launch of spot Ethereum ETFs in the U.S. and presidential candidate Donald Trump speaking at the world’s largest Bitcoin conference. Key...

Join Matt and Nick as they discuss why crypto prices rallied after Donald Trump survived an assassination attempt. They also break down Germany’s heavy selling of nearly 50,000 Bitcoin; upcoming cash payments to some FTX creditors; Ethereum ETFs; altcoin updates; and more. Key Takeaways  Cryptocurrency prices rallied after the attempted assassination of U.S. presidential candidate Donald Trump. In...

Join Matt and Nick as they discuss the crypto market sell-off; Mt. Gox starting to redistribute Bitcoin; Germany selling more Bitcoin; Circle becoming the first compliant stablecoin issuer in the EU; Ethereum ETFs; key altcoins updates; and more. Key Takeaways  Defunct exchange Mt. Gox started redistributing a portion of the ~142,000 BTC it owes creditors. The deadline for its rehabilitation credi...

Join Matt and Nick as they discuss the state of the market; Ethereum and Solana ETF updates; the SEC suing Consensys; the MegaETH funding round; altcoin updates; and more. Key Takeaways  Mt. Gox will start incrementally distributing its ~142,000 BTC to creditors this month. While some BTC will be instantly sold by recipients, the amount of sell pressure will likely not be as large as some may expe...

Join Matt and Nick as they discuss the SEC closing its investigation into the initial sales of ETH; Germany selling its large Bitcoin holdings; altcoin updates; and more. Key Takeaways  Prices have continued falling amid market conditions with very few new buyers. These types of pullbacks are consistent with all past crypto bull markets, and we still expect prices to be much higher by year-end. Co...

Matt breaks down why cryptocurrency prices slid after the U.S. central bank’s big update. He also covers how Donald Trump and Joe Biden are warming to crypto; MicroStrategy’s latest capital raise; Bitcoin ETFs in Australia; and altcoin updates. Key Takeaways  Cryptocurrency prices after the U.S. Federal Reserve said it now anticipates just one rate cut in 2024, down from the three cuts estimated i...

Matt breaks down why Bitcoin’s price is not surging despite there being such strong ETF demand. He also covers the big week ahead for macro, Coinbase Smart Wallet, continued institutional adoption, and altcoin updates. Key Takeaways  Spot Bitcoin ETF demand continued to surge, yet prices held steady. It is becoming increasingly evident that more hedge funds are buying these ETFs while shorting BTC...