A $2 billion buy from a major player failed to stop Bitcoin from sliding below $80k. This episode explains how geopolitical tensions, an oil-driven inflation spike, and expectations of higher interest rates strengthened the U.S. dollar and triggered institutional outflows. We unpack technical signals that suggest the recent rally may have been a classic bear-market bounce, the hidden role of stablecoins (notably Tether) in propping up dollar demand, and how Europe’s regulation is reshaping stablecoin flows. Finally, we highlight the winners: compliant, real-world-utility projects and tokenization platforms that are attracting institutional capital as the industry shifts from speculative chaos to regulated infrastructure. Subscribe to our daily Free Crypto Newsletter: https://crypto.report

Ask this episode

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

Transcript

Related