The Cryptocurrency Economy with Fexingo: Bitcoin, Ethereum, and Digital Money Markets

Episode 54 of The Cryptocurrency Economy with Fexingo. Bitcoin and Solana are up solidly this week, but Ethereum lags and many altcoins remain flat. Lucas and Luna break down the growing divergence in crypto markets — where institutional capital is flowing, which tokens are being left behind, and what the rise of 'perpetual futures' approved by the CFTC means for retail traders. They discuss the g...

In this episode of The Cryptocurrency Economy, Lucas and Luna explore a counterintuitive market moment: despite the massive SpaceX IPO drawing tens of billions of dollars from investors, Bitcoin and major altcoins posted strong weekly gains as of June 15, 2026. They examine what data from the Fed's flat interest rate and falling stablecoin supply tells us about where the liquidity is coming from —...

Bitcoin dominance has climbed to 54 percent in June 2026, its highest level in over three years, while most altcoins remain in a prolonged slump. In this episode, Lucas and Luna examine the structural forces behind the divergence: institutional capital rotating into Bitcoin ETFs rather than Ethereum or Solana, a stablecoin supply that is contracting even as Bitcoin holds above $65,000, and a ventu...

This episode examines how the record-setting SpaceX IPO is reshaping investor attention and liquidity flows in crypto markets. Lucas and Luna break down the $75 billion raise, the flat Bitcoin price despite positive technicals, and what it means for crypto's narrative as a high-growth asset class. They discuss why institutional capital that might have flowed into crypto is now chasing SpaceX, and...

On this episode of The Cryptocurrency Economy, Lucas and Luna tackle a question that has been buzzing across crypto Twitter for weeks: is the SpaceX IPO starving digital assets of capital? With SpaceX raising $75 billion in what is shaping up to be the largest IPO in history, retail and institutional investors alike are rotating out of crypto positions to get a piece of the action. Lucas breaks do...

Lucas and Luna examine how the SpaceX IPO is reshaping institutional crypto custody. With retail allocation capped at 20% for SpaceX stock and Bitcoin flat around $64k, major custodians like Coinbase Custody and Fidelity Digital Assets are adding tokenized SpaceX shares as a new asset class. The episode explains how this shifts the stablecoin economy — stablecoin market cap has dropped while Space...

Bitcoin rose three percent in the last five days to $63,644, yet the total stablecoin market cap kept shrinking. Lucas and Luna unpack why — looking at the collapse of TerraUSD in 2022, the rise of yield-bearing alternatives like USDe from Ethena, and the broader shift in how capital sits on crypto exchanges. With the Fed holding rates at 3.63 percent and the SpaceX IPO sucking up billions, they a...

Episode 47 of The Cryptocurrency Economy examines why airdrops, once the hottest marketing tool in crypto, have become a net negative for token prices in 2026. Lucas and Luna break down the specific mechanics of the airdrop model using recent examples like the zkSync and LayerZero distributions. They discuss how nearly 80% of airdropped tokens are sold within 24 hours, why regulatory scrutiny from...

Lucas and Luna examine how SpaceX's record-breaking IPO is pulling speculative capital away from cryptocurrency markets. With the IPO set to debut near a $2 trillion valuation and retail allocation cut to the low 20% range, Lucas explains why some traders are rotating from crypto into equity offerings. They discuss the broader implications for Bitcoin liquidity, stablecoin market cap trends, and w...

Lucas and Luna dig into one of the quietest trends in digital assets: the tokenization of real-world assets like Treasury bills, private credit, and commercial real estate. They explain why the total value locked in RWA protocols has grown to $18 billion even as Bitcoin and Ethereum prices stagnate, and why institutions like BlackRock and Apollo are betting on this infrastructure. They also discus...

Bitcoin is trading around $62,700, down nearly one percent over five days, but the bigger story is what's happening beneath the surface. In this episode, Lucas and Luna explore a striking disconnect: while the S&P 500 grinds higher on AI optimism and the VIX sinks to single digits, crypto volatility is actually widening. Lucas walks through the data from Deribit and the CME showing that implied vo...

On June 10, 2026, Bitcoin is up 1.5% in five days and Ethereum has rallied nearly 4%, yet the total stablecoin market cap continues to contract. Lucas and Luna explore why — from falling DeFi yields to regulatory uncertainty around payment stablecoins and a shift toward short-duration Treasuries. They break down the mechanics: how circulating supply of USDT and USDC has dropped, what it means for...

Lucas and Luna break down how Kalshi's new perpetual futures product hit $1 billion in volume within a week of launch, while crypto market depth remains thin across exchanges. They compare the arbitrage, the regulatory asymmetry, and what it means for prediction markets displacing crypto derivatives. With BTC at $61,405 and ETH at $1,631, the hosts ask whether Kalshi is eating crypto's lunch or ju...

In this episode of The Cryptocurrency Economy, Lucas and Luna explore the explosive growth of prediction markets and their unexpected impact on crypto derivatives. With Kalshi's 'perps' product crossing $1 billion in volume within a week of launch, they examine how regulated prediction markets are pulling volume from traditional crypto exchanges. They dig into the economics of this shift, the role...

Bitcoin is up nearly 4% over the past five days, but beneath that bounce, a structural shift is happening in digital asset markets. In this episode, Lucas and Luna examine why the recovery in BTC price masks a growing liquidity crisis that could amplify volatility when sentiment turns again. They break down the vanishing order-book depth across exchanges, how the rise of tokenized treasuries and E...

Ethereum's fee revenue has plunged to levels not seen since the 2022 bear market, even as layer-2 activity hits new highs. Lucas and Luna break down the numbers: Ether is down 4.7% in five days to $1,686, and daily on-chain fees have fallen below $1 million — a 95% drop from the 2021 peak. They explore how blob transactions, Dencun upgrades, and shifting user behavior are permanently changing Ethe...

Lucas and Luna explore how persistent Bitcoin ETF outflows are fundamentally changing the market's depth and trading patterns. With BTC hovering near $63,000 and trading volumes declining, they examine why the traditional price floor from ETF inflows has weakened, and what this means for institutional and retail participants. Drawing on recent data showing shrinking order books and higher slippage...

Bitcoin is down 3% in five days to $62,080, but the bigger story is structural: ETF outflows are altering how the market functions. Lucas and Luna break down the data — $1.2 billion in net outflows from spot Bitcoin ETFs in May 2026, the deepest since launch — and explain why that matters beyond the price chart. They discuss how authorized participants are pulling liquidity, why Coinbase's order b...

While Bitcoin and Ethereum have dropped three and eleven percent respectively over the past five days, Cardano's ADA has plunged nineteen percent — more than double the next worst performer in the top ten. Lucas and Luna dig into what's driving the selloff, from the collapse of the USDA stablecoin on the Cardano ecosystem to fears of a coordinated SEC crackdown on proof-of-stake tokens. They exami...

Episode 35 examines a surprising development in mid-2026: while Bitcoin and most altcoins are deep in the red — BTC down 9% in a week, Cardano off 26% — decentralized finance lending protocols are offering yields that outstrip traditional money-market funds and high-yield savings accounts. Lucas and Luna break down why this divergence is happening: the Fed's rate-cut pause is keeping TradFi yields...

Bitcoin price dropped 8.4% in five days to $61,131 on June 6, 2026, yet the network's hashrate just hit a new all-time high. Lucas and Luna explore the apparent paradox, explaining that miners are now playing a different game—subsidized by cheap natural gas, grid balancing payments, and institutional hedging. They trace how Bitcoin's production cost floor has shifted, why the old 'miners capitulat...

Bitcoin and the US Dollar Index have moved in lockstep for weeks, defying the classic inverse relationship that traders have relied on since crypto went mainstream. In this episode, Lucas and Luna dig into what's really driving the disconnect — and why it matters for portfolio strategy. They analyze the Fed's steady rate at 3.62% while jobs data stays hot, the collapse in on-chain volatility, and...

Bitcoin is down 13% in five days, yet the S&P 500 is barely flinching. Lucas and Luna explore why crypto's long-touted 'digital gold' narrative is being tested as correlation with equities hits multi-year lows. They dig into the role of tokenized treasuries, the rise of on-chain yield, and what a decoupling means for portfolio construction. Specific data points: BTC at $61,700, ETH at $1,648, SOL...

Bitcoin and Ethereum are both down double digits over the past five days, but Cardano has plunged more than 20 percent while XRP has held up relatively well. In this episode, Lucas and Luna break down why the usual tight correlations between major crypto assets are unraveling. They look at two competing explanations: the rise of token-specific fundamentals like DeFi TVL and institutional accumulat...

Episode 30 of The Cryptocurrency Economy digs into a worrying trend that explains why Bitcoin is at 64,000 and Ethereum barely holds 1,800: market depth is evaporating across major exchanges. Lucas and Luna analyze new data showing that aggregate order-book depth for BTC has fallen 40% since January, making every large trade swing prices more violently. They trace the cause to three structural shi...