In this episode we cut through market noise to examine the split sentiment driving digital assets: bearish apathy around Bitcoin’s recent weakness and a bullish, institutional-led case centered on Ethereum’s Fusaka upgrade. We cover short-term price dynamics and ETF outflows, a tactical forecast for an initial dip toward 86K and a likely relief rally, plus the two decisive price levels—$100K to confirm bulls and $74K to confirm bears. Then we dig into Benjamin Cowan’s slow-bleed bear thesis versus Ethereum’s structural improvements—PeerDAS, EIP-7508, massive fee reductions, and rising institutional interest—and explain why staking ETFs could be a major catalyst into 2026. Ultimately, the episode asks whether we’re entering a new era where institutional capital decouples from retail hype, reshaping what the next true alt season will look like. Subscribe to our daily Free Crypto Newsletter: https://crypto.report

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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