This episode cuts through the noise to show crypto at a crossroads: selling has eased after U.S. ETF outflows slowed, but momentum is fragile — a clean reclaim of $100,000 for Bitcoin signals bullish conviction while a drop toward $75,000 would be a serious test. We dig into structural developments powering the next cycle: Ethereum's Fusaka upgrade (PeerDAS and faster hard forks) aimed at scaling and fairer MEV, and the rapid rise of Leiter with a likely LIDR token airdrop that could bridge TradFi to DeFi. Institutional moves like Franklin Templeton's Solana ETF add important validation. Still, macro risks (PCE data, a Fed meeting, and the end of QT) and the Bitcoin-dominance thesis suggest capital may favor BTC over alts in the near term. The episode frames the tension between real structural progress and short-term sentiment — the next six months will decide which wins out. 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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