The Crypto Investing Podcast with Fexingo: Bitcoin, Ethereum, and Digital Asset Strategy

Bitcoin is flat, Ethereum is drifting, and the broader market feels listless. But beneath the surface, retail traders are pouring into meme coins at levels not seen since early 2024. Lucas and Luna unpack on-chain data from DEX aggregators, showing how Solana-based meme coin volume has surged 40% in the past two weeks while blue-chip crypto volumes stagnate. They discuss why this rotation is happe...

In this episode, Lucas and Luna explore a counterintuitive trend in summer 2026: while Bitcoin and Ethereum fees are near multi-year lows, several smaller layer-1 and layer-2 chains are seeing transaction costs spike 300-500% year-over-year. They focus on the case of the Avalanche C-chain, where average daily fees hit $1.82 in June 2026 — higher than Ethereum's $0.79 — driven by a surge in memecoi...

Lucas and Luna explore why stablecoin depegs are becoming more common in summer 2026. They break down the mechanics behind the recent USDC wobble, the role of falling crypto prices and shrinking liquidity, and why even the largest stablecoins are vulnerable. Using live market data—Bitcoin at $60,194, Ethereum at $1,580, and Solana bucking the trend up 2.2%—they explain how a 3.63% Fed funds rate a...

Bitcoin and Ethereum open interest has dropped over 40 percent since March 2026, even as spot prices stabilize. Lucas and Luna unpack the data: total crypto derivatives open interest fell from $65 billion in March to roughly $38 billion by late June. They explore why the collapse is concentrated in perpetual swaps, not traditional futures, and what that says about speculative demand. The hosts dis...

In Episode 75, Lucas and Luna examine the surprising revival of crypto lending markets in June 2026. With Bitcoin and Ethereum down sharply over the past week, yields on stablecoin lending protocols have climbed above 8 percent again — drawing both retail depositors and institutional borrowers. The hosts break down the mechanics: how demand from arbitrage traders and leveraged yield farmers is cre...

Bitcoin at $60,000, Ethereum at $1,565 — but spreads across centralized and decentralized exchanges tell a deeper story. Lucas and Luna break down how liquidity fragmentation is widening arbitrage opportunities in summer 2026, with specific data on BTC and ETH bid-ask spreads, why DeFi pools are thinning out, and what the CME basis gap means for sophisticated traders. They also discuss how market...

Bitcoin and Ethereum are down sharply in late June 2026, but there's a lesser-noticed trend: transaction fees on both networks have collapsed to multi-year lows. Lucas and Luna explore why this happens, what it tells us about network usage vs. speculation, and why low fees aren't necessarily good news for miners or long-term security. They discuss the concept of 'fee death spiral' and whether Ethe...

Episode 72 of The Crypto Investing Podcast explores the potential impact of options on spot crypto ETFs. Lucas and Luna break down why the SEC's recent rule change for exchange-traded fund options matters for Bitcoin and Ethereum, using current market data like Bitcoin at 61,638 and Ethereum at 1,649. They discuss how options could attract institutional investors seeking hedging tools, contrast it...

Episode 71 of The Crypto Investing Podcast examines why retail participation in crypto is shrinking despite relatively stable Bitcoin prices. Lucas and Luna discuss onchain data showing wallet activity at two-year lows, the impact of high interest rates on risk appetite, and how the rise of prediction markets and meme stocks is siphoning attention from traditional digital assets. They also explore...

Lucas and Luna dig into the CFTC's lawsuit against Kentucky over prediction market restrictions, Meta building a prediction markets app, and the surge in political event contracts on platforms like Polymarket. With Bitcoin at $62,692 and Ethereum at $1,672, they explore why prediction markets could be crypto's real-world utility breakout in 2026, unlocking a new wave of on-chain activity and regul...

Lucas and Luna dive into the rise of prediction markets as a crypto use case, sparked by Meta building its own app and the NYC primary bets on Mamdani-backed candidates. They explore how blockchain-based prediction platforms offer transparency and global access, why this could be the killer app crypto has been waiting for, and what it means for regulatory clarity. With specific references to curre...

Bitcoin is down 1.9% in the last five days, trading right around $62,000. Ethereum has dropped even more, about 3.6%. But in a market where equities are jittery and the Fed is holding rates steady, crypto's real story isn't the drawdown—it's the correlation breakdown. In this episode, Lucas and Luna examine how Bitcoin has started to trade more like a ten-year Treasury than a tech stock, why that...

Lucas and Luna examine the growing concentration of Bitcoin mining power among a handful of pools, with the top three pools now controlling over 60% of the network's hash rate. They discuss how this centralization creates systemic risk, the role of institutional miners like Marathon and Riot Platforms, and why the remaining independent miners are being squeezed out by rising energy costs and hardw...

Bitcoin and Ethereum are up over the past week, but smaller altcoins like Cardano and XRP are sliding. Lucas and Luna dig into the data to understand why low-cap tokens are getting crushed in summer 2026. They explore how the Fed holding rates steady at 3.63 percent is draining risk appetite from the speculative end of the crypto market. The hosts look at on-chain metrics showing retail traders ro...

Lucas and Luna dig into the divergence between Solana and Cardano in June 2026. With SOL up 2.3% over five days and ADA down 3.7%, they explore what's driving the split: developer activity, institutional flows, and the impact of the Fed's rate hold at 3.63%. They also examine whether Cardano's academic approach is costing it market share in a cycle that rewards speed over rigor. Plus, a brief look...

Bitcoin sits at $64,000 on June 21, 2026, but crypto adoption is stalling not because of price — but because onboarding is still broken. Lucas and Luna dig into the real friction: why the average new user takes 45 minutes from decision to first trade. They examine the rise of embedded wallets from companies like MoonPay and Stripe, the failure of institutional custody UX, and the surprising stat t...

On June 20, 2026, Bitcoin hovers near $64,000 while Iran reportedly closes the Strait of Hormuz again. Lucas and Luna dig into a surprising pattern: during past geopolitical shocks—from the 2020 oil war to the 2022 Russia-Ukraine invasion—crypto initially sold off with stocks but recovered faster. They examine why this time might be different, with Ethereum at $1,725 and altcoins like XRP and Card...

Lucas and Luna examine a quiet shift in crypto market structure: liquidity providers are pulling back quotes, widening spreads, and reducing depth. With Bitcoin down 3.2% in five days to $63,514 and Ethereum at $1,724, the hosts dig into why market makers are shrinking their books — and what it means for retail traders. They explore how the SpaceX IPO drain, a hawkish Fed stance under Warsh, and c...

In this episode, Lucas and Luna dig into a quiet but powerful signal in crypto markets: stablecoin flows. With Bitcoin at 62,990 and Ethereum at 1,700 — both down about 5% in the last five days — the hosts examine how the supply of USDT and USDC on exchanges has historically preceded major price swings. They discuss a recent paper from a crypto analytics firm showing that a 10% increase in exchang...

Lucas and Luna break down the surprising divergence between Bitcoin and altcoins in mid-June 2026. With BTC down 5.6% in five days and ADA crashing over 10%, they examine why Bitcoin dominance is actually declining — and what that means for crypto allocation. They look at the Fed's hawkish tilt under Chairman Warsh, the ripple effects from the SpaceX IPO hangover, and why stablecoins are the only...

Bitcoin is down 4% in five days, but the real story is how narrow the range has been—BTC has barely moved outside a 3.5% band since the Fed held rates steady in May. Lucas and Luna dig into why crypto volatility is collapsing even as equities see sharp sector rotation. They look at what options markets are pricing for the summer: implied volatility on 30-day Bitcoin at-the-money straddles has fall...

With the Fed holding rates at 3.63% and Chairman Warsh signaling no easy-money pivot, Lucas and Luna examine how this hawkish backdrop is reshaping crypto market structure. Bitcoin is down 2% over five days to $64,388, while Ethereum has edged up 1.2% to $1,746. The hosts drill into why rate-sensitive digital assets like Solana and BNB are diverging, how options open interest is pricing a sideways...

On June 17, 2026, the Federal Reserve held rates steady at 3.63%, but Chairman Warsh's new statement removed any hint of future cuts. Lucas and Luna break down how this hawkish pivot is hitting crypto markets unevenly—why Ethereum is up 3.5% in five days while Bitcoin barely budges, and what the shift in the Fed's language means for digital asset allocations. They explore the decoupling between BT...

Lucas and Luna explore the emerging market for AI computing power as a tradeable commodity. With Ethereum up nearly 6% in the past week to $1,779 and Bitcoin holding at $65,338, the hosts discuss how compute tokens and standardized GPU futures are reshaping digital asset strategy. They examine a recent CNBC headline on efforts to turn AI compute into a commodity, compare it to early oil markets, a...

Lucas and Luna dig into the June 2026 options market data that suggests a low-volatility summer may be about to explode. With Bitcoin at 65,692 and Ethereum at 1,794, the options open interest has built up massive strikes around 70,000 and 2,000 respectively — creating a potential gamma squeeze scenario if spot prices nudge higher. The hosts explain how dealer hedging works, why call walls can bec...