BlackRock launches Staked Ethereum ETF as BTC circulating supply crosses 20M; Exodus pays athlete bonuses in stablecoins, and President Trump formally nominates Kevin Warsh to lead the Federal Reserve.

SEC submits new crypto framework to the White House as BTC stalls at $70K; Aave liquidations trigger $26M in losses following oracle glitch, and manufacturing data points to cooling industrial growth.

BTC reclaims $70K after $1.28 billion acquisition by Strategy, CZ forecasts an AI-driven payment revolution, and rising real yields test the "risk-off" narrative as Middle East volatility subsides.

Surging oil prices past $100 a barrel stoke stagflation fears, Bitcoin recovers to $69,255 following a weekend dip to $65K, and the CBO projects federal interest costs to consume 22% of revenues in 2026.

SEC submits a new "token taxonomy" framework to the White House as BTC slides to $68.8K; Jack Mallers’ Strike secures a New York BitLicense, and the DXY retreats from highs amid sovereign debt glut.

ICE invests in OKX to launch regulated US futures, BTC holds $72K after a 7% surge, Bit Digital reports staking 89% of its ETH, and the Fed’s balance sheet unwind continues to strain global liquidity.

Massive short squeeze surges Bitcoin past $71,000, Crossover Markets secures $31 million in Series B funding, and U.S. manufacturing expansion bolsters the "soft landing" narrative.

"Death cross" triggers technical selling as BTC slides below $67,000, Uniswap wins a landmark legal victory, and Visa partners with Stripe’s Bridge to take stablecoin cards global.

Iran tensions drive Treasury yields to a 4% pivot point, Bitcoin hits $68,764 as Michael Saylor’s MSTR acquires 3,015 additional BTC, and the Stripe-PayPal merger fuels stablecoin dominance debates.

Note about format:

To make this podcast as informative as possible, I am going to discuss three different macroeconomic metrics or ratios each day, with a theme dedicated to each day of the week as follows:

Mondays: Debt & Financial Conditions Day.

Theme: Liquidity & Stress

Reason: Why Monday? It frames systemic risk before the trading week develops.

Tuesdays: Inflation & Real Rates Day.

Theme: Purchasing Power & Discount Rates

Reason: Crypto is highly sensitive to real yields. When real yields rise, risk assets struggle.

Wednesdays: Growth & Activity Day.

Theme: Is the Economy Accelerating or Decelerating?

Reason: Crypto behaves differently in: Early expansion Late expansion Contraction Growth context prevents narrative mistakes.

Thursdays: Liquidity & Fed Day.

Theme: Monetary Flow

Reason: Crypto trades like a liquidity asset. Balance sheet contraction matters more than GDP in many cases.

Fridays: Global & Dollar Day.

Theme: External Flows

Reason: Strong dollar regimes historically pressure crypto.

I hope it adds value for listeners.

Enjoy!

Guy

Trump’s pardon of CZ resurfaces in Binance-Iran probe, Bitcoin slips to $66K as Stripe’s $159B PayPal bid faces antitrust heat, and the DXY steadies at 97.7.