Fexingo

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

Business EN ↓ 104 episodes

Two informed hosts, Lucas and Luna, debate and dissect the crypto market daily, using specific on-chain metrics, capital flows, and macro context — not hype. Each episode opens with the day's major price action in Bitcoin and Ethereum, then moves into a rotating deep cut: DeFi lending rates, stablecoin supply shifts, Layer-1 fee revenue comparisons, or regulatory filings from the SEC and CFTC. Lucas brings a journalist's rigor to the numbers — funding rates, open interest, miner flows — while Luna presses on investor psychology and portfolio construction. Recent episodes have unpacked the corr...

Author

Fexingo

Category

Business

Podcast website

www.fexingo.com

Latest episode

Jul 11, 2026

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Episodes

How SpaceX IPO Is Reshaping Crypto Liquidity 16.06.2026

Lucas and Luna dive into the SpaceX IPO's ripple effects on crypto markets as of June 16, 2026. With Bitcoin at $66,337 and Solana surging 11.6% in five days, they explore how retail rotation from altcoins to IPO shares is tightening liquidity, why the CFTC's approval of perpetual futures may counterbalance the outflow, and what the $1.23 XRP price tells us about risk appetite. Plus, a look at the...

Why Crypto Correlations Are Breaking Down in June 2026 15.06.2026

Bitcoin, Ethereum, Solana, and XRP are all posting double-digit weekly gains, but the story is in the divergences — not the averages. In this episode, Lucas and Luna unpack why crypto asset correlations have fallen to multi-year lows and what that means for portfolio construction. They look at how Solana's 12 percent surge is decoupling from Bitcoin's more measured 4.7 percent move, and why XRP's...

How Crypto Options Traders Are Betting on a Sideways Summer in 2026 15.06.2026

Episode 52 of The Crypto Investing Podcast examines the shift in options market positioning since late May 2026. Lucas and Luna break down why open interest on Bitcoin and Ethereum derivatives has flatlined despite stable spot prices near $65,500 and $1,700. They explore the rise of call spreads and iron condors as the dominant trades, what this means for volatility expectations through July, and...

How Bitcoin ETF Options Are Changing the Derivative Game 14.06.2026

Episode 51 of The Crypto Investing Podcast. Lucas and Luna dig into the quiet transformation happening in crypto derivatives: the growing role of options on spot Bitcoin ETFs. With the SEC approving options on several spot Bitcoin ETFs in late 2024 and early 2025, a new class of institutional and retail traders now has a regulated vehicle to express bullish, bearish, and neutral views on Bitcoin w...

Why SpaceX IPO Is Draining Crypto Liquidity 14.06.2026

Lucas and Luna break down how SpaceX's $75 billion IPO is siphoning capital from crypto markets, even as Bitcoin holds at $64,300. They trace the rotation from risk-on altcoins to the SpaceX IPO, examine why retail investors are slashing crypto allocations, and debate whether this is a temporary liquidity drain or a structural shift. With specific data on Bitcoin dominance rising and altcoins like...

How Solana Surged Back While Bitcoin Held the Line 13.06.2026

Bitcoin sits at $64,236, up 4.2% over five days. Solana is up 5.2%. Ethereum barely moved. Lucas and Luna unpack what the spread tells us about capital rotation within crypto right now. They look at on-chain volume data, derivatives positioning, and why Solana's recovery looks different from the meme-coin pump of early 2026. They also touch on SpaceX's IPO as a possible catalyst for risk-on sentim...

Why Crypto Liquid Staking Tokens Are Outperforming Native Staking in 2026 13.06.2026

Lucas and Luna explore why liquid staking tokens like Lido's stETH and Rocket Pool's rETH are outperforming native staking on Ethereum and Solana in mid-2026. With ETH at $1,676 and SOL at $67.36, the hosts break down the mechanics of liquid staking derivatives, the yield differential, and the risks of de-pegging. They look at total value locked in liquid staking protocols — now over $45 billion —...

Why Crypto VC Funding Is Rotating to Infrastructure 12.06.2026

In this episode, Lucas and Luna examine a notable shift in crypto venture capital: funding is moving away from trading platforms and consumer apps toward infrastructure projects like layer-2 scaling, modular blockchains, and zero-knowledge proof hardware. They discuss why this rotation is happening in mid-2026, citing the recent decline in altcoin trading volumes and the rising demand for institut...

Why Crypto Derivatives Are Signaling a Regime Change 12.06.2026

Bitcoin is holding above $63,000 while Ethereum lags at $1,676 and altcoins struggle. Lucas and Luna unpack what the derivatives market is telling us: open interest patterns, basis trade compression, and a shift from speculative leverage to institutional hedging. They examine why ETH options are pricing in more downside than BTC, how the Fed's flat rate at 3.62% is squeezing carry trades, and whet...

Why SpaceX IPO Is a Bellwether for Crypto Capital Rotation 11.06.2026

SpaceX is set to debut above $2 trillion, with retail allocation slashed to the low 20% range. Lucas and Luna unpack what this means for crypto markets: are frustrated IPO investors rotating into Bitcoin? With BTC at $63,419 and ETH at $1,676, the hosts examine how a mega-IPO in traditional markets could drive capital flows into digital assets, and why prediction market odds on SpaceX's valuation...

Why Bitcoin Layer 2s Are Quietly Outperforming Altcoins 11.06.2026

While altcoins get crushed and Bitcoin dominance climbs toward 60 percent, a handful of Bitcoin layer-2 projects—like Stacks, Rootstock, and the new BitVM-based rollups—are quietly drawing real capital. Lucas and Luna break down the specific numbers: the total value locked in Bitcoin L2s has doubled since January to over $2.4 billion, while most alt-L1 tokens are down 40 to 70 percent. They trace...

Why Crypto Options Open Interest Is a Warning Signal 10.06.2026

Bitcoin is flat near 61,700, Ethereum is at 1,624, and options open interest has hit a 15-month low. Lucas and Luna drill into what collapsing open interest really means—not just for volatility but for market structure. They examine Deribit's declining volumes, the shift toward basis trades, and why lower open interest may signal institutional de-risking rather than retail apathy. Specific data: B...

Why Real World Asset Tokenization Is the Quiet Revolution in Crypto 10.06.2026

In Episode 42 of The Crypto Investing Podcast, Lucas and Luna break down why real-world asset (RWA) tokenization is quietly reshaping crypto markets — and why it matters more than the latest altcoin pump. With Bitcoin at $61,497 and Ethereum at $1,634 as of June 10, 2026, they drill into the specific numbers: tokenized Treasury funds now yield 4.5% versus DeFi lending rates that have dipped below...

Why Bitcoin Dominance Is Rising as Altcoins Sink in June 2026 09.06.2026

Bitcoin dominance has climbed above 55% for the first time since April 2026, while altcoins like Cardano and Solana have shed double digits. Lucas and Luna dig into the driving forces: fading risk appetite, shrinking DeFi yields, and a flight to harder assets. They also examine the role of institutional flows and the collapse of speculative narratives that once propelled smaller tokens. The hosts...

Why DePIN Tokens Are the Sleeper Crypto Trade of 2026 09.06.2026

Episode 40 of The Crypto Investing Podcast with Fexingo dives into DePIN — decentralized physical infrastructure networks — and why tokens like Helium (HNT) and Hivemapper (HONEY) are outperforming most altcoins in June 2026. Lucas and Luna break down the real-world utility that separates DePIN from speculative layer-1s, with on-chain data showing DePIN protocols generated over $150 million in eco...

Why Tokenized Treasury Funds Are Outperforming DeFi Lending 08.06.2026

On this episode of The Crypto Investing Podcast, Lucas and Luna explore why tokenized Treasury funds are surging in 2026 while DeFi lending protocols struggle. With Bitcoin at 63,304 dollars and Ethereum at 1,684 dollars, we break down how real-world asset tokenization is pulling billions from traditional DeFi yields. We look at the mechanics behind funds like BlackRock's BUIDL and Franklin Temple...

Why Stablecoins Are Eating Cross-Border Payments 08.06.2026

Bitcoin and Ethereum are down again in June 2026, but stablecoin transaction volume is quietly hitting new records. Lucas and Luna dig into the numbers: Tether and USDC now settle over $15 billion daily in cross-border transfers — more than SWIFT handles for many corridors. They unpack the economics of why multinational companies are switching from traditional wire transfers to stablecoin rails, t...

Why Bitcoin Dominance Is Rising as Altcoins Sink 07.06.2026

Bitcoin is down 3.8% in five days, but altcoins like Cardano have cratered 20% in the same period. On this episode of The Crypto Investing Podcast, Lucas and Luna examine why Bitcoin dominance is climbing toward 58%, what that tells us about institutional rotation, and whether this flight to quality is a structural shift or a temporary shelter. They break down the role of the Fed holding rates at...

Why Bitcoin Dominance Is Returning in June 2026 07.06.2026

Bitcoin is down 2.8% over the past five days to $62,220, but altcoins are getting crushed far harder. Ethereum has fallen 11% to $1,613, Solana dropped 9.5% to $64.81, and Cardano cratered 19.1% to $0.1622. In this episode, Lucas and Luna examine why Bitcoin dominance – Bitcoin's share of total crypto market cap – is surging back toward 60% as risk appetite evaporates. They break down the mechanic...

Why Crypto Staking Rewards Are Shrinking Fast 06.06.2026

In this episode of The Crypto Investing Podcast, Lucas and Luna dig into a quiet but critical shift in crypto markets: staking yields are compressing sharply across major proof-of-stake blockchains. With Ethereum staking rewards falling below 3% and Solana and Cardano yields dropping even faster, the hosts break down why this is happening now, what it means for the 'yield grab' narrative that drew...

Why Altcoins Are Crashing More Than Bitcoin 06.06.2026

Lucas and Luna dig into the brutal divergence between Bitcoin and altcoins in June 2026. With BTC down 8.6% over five days but Cardano losing 26%, they ask what's driving the gap. The answer involves ETF flows, leveraged traders, and a Fed that isn't cutting rates. They walk through the data — including a hot May jobs report and rising real yields — and explain why small-cap crypto is getting crus...

Why Crypto Exchanges Are Tightening Listing Standards 05.06.2026

With Bitcoin down nearly 15% and Ethereum off 21% in just five days, crypto exchanges are quietly raising the bar for new token listings. Luna and Lucas dig into the numbers: Cardano dropping over 30% while Solana and BNB show relative resilience. They examine why Coinbase and Binance are delisting low-volume tokens, how this shifts the risk profile for retail traders, and what it means for the ne...

Why Crypto Altcoins Are Getting Crushed in June 2026 05.06.2026

Lucas and Luna break down the brutal divergence between Bitcoin and altcoins in early June 2026. Bitcoin is down nearly 12% in five days, but altcoins like Cardano and Solana are getting decimated — Cardano lost over 28%. They explore the three forces driving the sell-off: stablecoin liquidity shrinking, regulatory uncertainty around tokens classified as securities, and institutional traders pilin...

Why Bitcoin Mining Is Moving to Stranded Gas Wells 04.06.2026

Episode 31 explores how Bitcoin miners are increasingly turning to stranded natural gas wells to power their rigs, cutting energy costs and methane emissions. Lucas and Luna break down the economics: flare gas that would otherwise be wasted now runs hashing equipment at near-zero marginal cost. They examine real-world examples from the Permian Basin and Bakken Shale, the environmental upside versu...

Why Crypto Market Depth Is Drying Up in Mid-2026 04.06.2026

Episode 30 of The Crypto Investing Podcast with Fexingo. Lucas and Luna examine a rarely discussed phenomenon: the erosion of crypto market depth during the June 2026 sell-off. With Bitcoin down 13.6% in five days and altcoins like Cardano falling 17%, the hosts drill into how order-book thinness is amplifying volatility. They reference live data showing BTC at $63,557, ETH at $1,776, and Solana a...

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