Tapping Into Crypto

A fresh wave of bottom calls, meme coin frenzies, and institutional data suggests digital asset markets might be much closer to a turnaround than many think.

Beneath the surface of a quiet winter, on-chain activity is heating up as retail interest returns and long-term investors position themselves for the next cycle.

In this episode, Ted and Pav dissect recent bullish takes from prominent crypto analysts on X, weighing Zach Pandor's interest rate outlook against PlanB's Stock-to-Flow model and Rekt Capital's bear market structure. They dive into Swyftx's latest report, highlighting why self-managed super funds (SMSFs) are aggressively buying the dip and how AI adoption is set to supercharge freelance stablecoin payments

Finally, they cover the Robinhood and Coinbase DeFi wallet launches and wrap up with what a potential Fed interest rate decision means for crypto heading into August. 

You’ll hear: 

00:00 Ted and Pav catch up on local weather, family updates, and the recent wave of bottom calls flooding social media.

02:16 Exploring how new meme coin activity on Robinhood Chain and Coinbase's new DeFi wallet feature are bringing traders back to life. 

07:05 Looking at institutional real-world asset updates and how clearinghouses are moving trillions of dollars onto the blockchain.

07:40 Why the upcoming August deadline could act as either a massive catalyst or another short-term headwind. 

09:24 Breaking down bottom-call perspectives from Zach Pandor (Grayscale), PlanB (Stock-to-Flow), and Rekt Capital.

20:21 Why 99% of Hyperliquid's free cash going into token buybacks sets a new utility standard for future protocols.

23:10 Examining how Australian SMSFs are accelerating long-term buys and how AI agents are driving freelance stablecoin payments.

31:34 What the market vs. bank disconnect on interest rates means for crypto's next major move. 

… and much more!

Check out the Swyftx End of Quarter Industry Report Q2 2026 here

Want to see what we’re looking at every episode? Watch the YouTube version of the podcast here.

Ready to start? Get $10 of FREE Bitcoin on Swyftx when you sign up and verify:  https://trade.swyftx.com.au/register/?promoRef=tappingintocrypto10btc 

To get the latest updates, hit subscribe and follow us over on the gram @tappingintocrypto or X @tappingintocrypto

If you can’t wait to learn more, check out these blogs from our friends over at Swyftx.

This podcast provides general market commentary and is for educational and entertainment purposes only. It is NOT financial advice. We are NOT licensed financial advisors. Investing in cryptocurrency carries risk. You should always conduct your own research and seek independent financial advice before making any investment decisions. Please read Swyftx's Terms and Conditions and Risk Disclosure statement before investing.

Ted returns from his Brisbane trip to rejoin Pav as digital asset markets settle into a quiet lull.

With global sporting events wrapping up and risk markets catching their breath, they discuss whether this boring sideways action signals that crypto is entering its classic bottoming phase.

In this episode, they break down Bitcoin’s recent slide following Middle East geopolitical tensions and explain why boring markets offer ideal DCA conditions for long-term investors. They contrast Bitcoin’s holding power against tech stocks, noting SpaceX’s 46% post-IPO drop and how cheap AI models like Alibaba’s Qwen 3 are threatening big tech valuations.

Finally, they cover BlackRock’s $70B tokenization expansion, PancakeSwap’s surprising $1B revenue milestone, and a sobering $1.5B retail liquidation event in South Korea.  

You’ll hear: 

00:00 Ted returns from traveling as the guys reflect on market apathy during major global sporting events

02:00 Why sideways price action following geopolitical friction in the Middle East offers a calm entry point for multi-year horizons

03:36 SpaceX & the AI valuation threat

09:36 Balancing meme coin price gains against upcoming team and investor token unlock dates  

13:36 How TradFi giants are preparing to bring private credit and treasuries directly onto the blockchain  

17:00 Ted pulls up a chart/table showing the top 10 revenue-generating crypto apps and which app outpaced Hyperliquid

21:40 South Korea’s $1.5B margin wipeout, a cautionary breakdown

… and much more!

Check out the chart Ted used for this episode here: https://experts.bitwiseinvestments.com/cio-memos/the-five-most-important-crypto-charts-from-q2

Want to see what we’re looking at every episode? Watch the YouTube version of the podcast here.

Ready to start? Get $10 of FREE Bitcoin on Swyftx when you sign up and verify:  https://trade.swyftx.com.au/register/?promoRef=tappingintocrypto10btc 

To get the latest updates, hit subscribe and follow us over on the gram @tappingintocrypto or X @tappingintocrypto

If you can’t wait to learn more, check out these blogs from our friends over at Swyftx.

This podcast provides general market commentary and is for educational and entertainment purposes only. It is NOT financial advice. We are NOT licensed financial advisors. Investing in cryptocurrency carries risk. You should always conduct your own research and seek independent financial advice before making any investment decisions. Please read Swyftx's Terms and Conditions and Risk Disclosure statement before investing.

The feedback is officially in and the crowd has spoken: Pav is no longer allowed to do solo episodes. Fortunately, Calum is back in the co-pilot seat today, calling in from a high-tech fitness and wellness center in Bali to help Pav navigate a wild week of on-chain and off-chain market moves.

This week, the boys break down how geopolitical oil shocks are hitting household budgets and bringing Bitcoin back down under the $63K mark. On the positive side, Bitcoin ETFs just saw their first green week of inflows after two straight months of net selling. Pav and Calum unpack the psychological shift behind Michael Saylor's Strategy as a major change in behavior that might signal where we actually are in this market cycle.

Calum also shares an absolutely wild on-chain story who quietly walked away with $20 million from the Bonk DAO treasury.They also look at why the upcoming August recess deadline is putting massive pressure on the US Clarity Act.

You’ll hear: 

00:00 Is Pav still allowed to do solo episodes?

03:36 Breaking down the first green week of ETF flows in two months

05:34 Why revenue-generating models are changing what investors expect from new infrastructure tokens and DAOs.

14:34 What it means for the market when crypto's biggest programmatic buyer decides to hold cash. 

18:21 The Clarity Act Recess countdown and what happens if it fails to pass before the August recess.  22:56 The $20 Million Bonk DAO Heist

… and much more!

Want to see what we’re looking at every episode? Watch the YouTube version of the podcast here.

Ready to start? Get $10 of FREE Bitcoin on Swyftx when you sign up and verify:  https://trade.swyftx.com.au/register/?promoRef=tappingintocrypto10btc 

To get the latest updates, hit subscribe and follow us over on the gram @tappingintocrypto or X @tappingintocrypto

If you can’t wait to learn more, check out these blogs from our friends over at Swyftx.

This podcast provides general market commentary and is for educational and entertainment purposes only. It is NOT financial advice. We are NOT licensed financial advisors. Investing in cryptocurrency carries risk. You should always conduct your own research and seek independent financial advice before making any investment decisions. Please read Swyftx's Terms and Conditions and Risk Disclosure statement before investing.

While a lot of social media traders are suddenly rushing to call a market bottom off the back of this news, Pav walks through the weekly Bitcoin chart to break down the exact technical and structural reasons behind this sudden shift in investor sentiment.

Pav starts by tracking the Bitcoin ETF flows, noting the end of a ten-day selling streak as buyers return to the market. He unpacks Strategy’s recent Bitcoin sale to fund dividend yields, explaining why this move was expected and actually removes a major layer of market fear.

He also covers key top movers, including Memecoin's rally, the rise of Lightar as an on-chain competitor, and structural growth at Aerodrome Finance. Finally, he highlights a massive inflow for Hyperliquid and explains how the upcoming Clarity Act deadline is shifting sentiment across prediction platforms.

You’ll hear: 

03:52 Why a ten-straight-day selling streak finally flipped to net buying

06:21 Why Strategy releasing $216 million in Bitcoin is actually a relief for the industry.

10:05 How a stock-market formula helped a volatile asset bounce back

16:11 A deep dive into the free on-chain data tracking how institutional buyers completely stepped in to absorb supply at the $60 range.

19:15 Why Polymarket sentiment flipped to a 45% pass rate as the looming August regulatory deadline approaches.

21:44 Pav walks through historical whale behavior from previous cycle highs and analyses Bitcoin's recent 6.8% green week closure.

… and much more!

Want to see what we’re looking at every episode? Watch the YouTube version of the podcast here.

Ready to start? Get $10 of FREE Bitcoin on Swyftx when you sign up and verify:  https://trade.swyftx.com.au/register/?promoRef=tappingintocrypto10btc 

To get the latest updates, hit subscribe and follow us over on the gram @tappingintocrypto or X @tappingintocrypto

If you can’t wait to learn more, check out these blogs from our friends over at Swyftx.

This podcast provides general market commentary and is for educational and entertainment purposes only. It is NOT financial advice. We are NOT licensed financial advisors. Investing in cryptocurrency carries risk. You should always conduct your own research and seek independent financial advice before making any investment decisions. Please read Swyftx's Terms and Conditions and Risk Disclosure statement before investing.

Ted and Calum are teaming up again to make sense of a quiet but highly interesting week for crypto. While Pav is busy making his big live TV debut on Sky News, the boys take a look under the hood to see if market history is repeating itself and where the smart money is actually positioning itself.

In this episode, they dive into the numbers behind Bitcoin closing three straight red quarters for only the fourth time ever, exploring whether a 50% drawdown points to a final accumulation phase later in the year or a potential July relief bounce. The boys also unpack the heavy internet chatter after Ripple CEO Brad Garlinghouse publicly criticized Michael Saylor's financial products, right as Strategy announced a massive new capital framework to safely adjust cash reserves.

Plus, they explore Kaspa’s major internal network clock hard fork to explain why fixed tokenomics matter for long-term growth. Finally, they cover a surprising new local survey showing that high-powered business leaders are personally holding crypto at massive rates, and break down why political pushback on the Clarity Act is shaking up prediction markets.

You’ll hear: 

03:15 Why a three-quarter red streak has historically set up a major accumulation phase, and what July's market behavior usually tells us.

07:14 Brad Garlinghouse clashing with Michael Saylor over structured Bitcoin products and why the Ripple boss thinks it's time to be greedy.

09:20 Calum explains the unique tokenomics of Kaspa’s new hard fork

13:16 The real psychological impact behind the headlines of Strategy balancing their cash reserves and how it affects everyday market sentiment.

16:32 An awesome look into a new poll showing 54% of local managing directors and CEOs are personally holding Bitcoin for the long haul.

21:05 Why the upcoming political recess is shifting odds on prediction markets and what the delay means for building a long-term bottom.

… and much more!

You can read more about the Swyftx survey results here.

Want to see what we’re looking at every episode? Watch the YouTube version of the podcast here.

Ready to start? Get $10 of FREE Bitcoin on Swyftx when you sign up and verify:  https://trade.swyftx.com.au/register/?promoRef=tappingintocrypto10btc 

To get the latest updates, hit subscribe and follow us over on the gram @tappingintocrypto or X @tappingintocrypto

If you can’t wait to learn more, check out these blogs from our friends over at Swyftx.

This podcast provides general market commentary and is for educational and entertainment purposes only. It is NOT financial advice. We are NOT licensed financial advisors. Investing in cryptocurrency carries risk. You should always conduct your own research and seek independent financial advice before making any investment decisions. Please read Swyftx's Terms and Conditions and Risk Disclosure statement before investing.

These updates have the potential to change the whole market.

Ted and Pav are catching up on the mic this week to chat about all the latest action in the markets. While everyone else seems completely distracted by the latest tech IPOs, they look under the hood to see where the real opportunities are popping up during this quiet sideways phase.

In this episode, they chat about the latest internet gossip surrounding Strategy and Michael Saylor, breaking down why the critics who are predicting trouble are completely missing the mark. Pav helpfully explains how Strategy's new stock product actually works, sharing why their balance sheet is in a much better spot than people think.

They also take a look at Worldcoin's impressive run, show some love to new prediction platforms like Rain, and break down Coinbase's massive new move to launch tokenized real-world stocks for international users. Plus, Pav shares an awesome breakdown of how the new Fed Chair, Kevin Warsh, is shaking up the whole economic game plan.

You’ll hear: 

~ The real mechanics behind Strategy's balance

~ Why platforms like Kalshi and Rain are completely beating the traditional market slowdown

~ Inside the upcoming launch of tokenized company stocks backed one-to-one for non-US retail investors.

~ Pav explains why Kevin Warsh is forcing Wall Street algorithms to rely strictly on raw data instead of being spoon-fed interest rate hints.

~ Why watching which new projects enter the top one hundred during a quiet market is the ultimate way to find real opportunity.

~ Why crypto is temporarily out of the limelight

… and much more!

Want to see what we’re looking at every episode? Watch the YouTube version of the podcast here.

Ready to start? Get $10 of FREE Bitcoin on Swyftx when you sign up and verify:  https://trade.swyftx.com.au/register/?promoRef=tappingintocrypto10btc 

To get the latest updates, hit subscribe and follow us over on the gram @tappingintocrypto or X @tappingintocrypto

If you can’t wait to learn more, check out these blogs from our friends over at Swyftx.

This podcast provides general market commentary and is for educational and entertainment purposes only. It is NOT financial advice. We are NOT licensed financial advisors. Investing in cryptocurrency carries risk. You should always conduct your own research and seek independent financial advice before making any investment decisions. Please read Swyftx's Terms and Conditions and Risk Disclosure statement before investing.

Ted and Pav are finally back together after a four-week break, and they are sliding right into a massive week of updates to figure out if the local market bottom is finally here. While most people expect a longer sideways grind, a few massive corporate changes are hitting the space right now that nobody can afford to ignore. 

In this episode, the boys break down Elon Musk's SpaceX, which completely blindsided everyone shorting it by climbing 30% to hit a mind-boggling $2.5 trillion valuation. Ted does a deep dive into Worldcoin’s new setup to see if it works well or just goes sideways.

Plus, we cover why Bitmine is doubling down on buying Ethereum despite nursing a casual $9 billion loss, and what to expect from the newly appointed Fed Chair's very first big interest rate meeting this Wednesday. And much more!

You’ll hear: 

~ How Elon Musk’s wild rocket, Starlink, and AI mashup defied every single bear expectation to trade at 90 times its revenue.

~ Inside the controversial new reports from Galaxy Digital, NYDIG, and Standard Chartered

~ Sam Altman's tech project: is his token actually useful or just a massive cash cow?

~ The hidden risks of institutional yield products when the underlying crypto asset takes a massive hit.

~ Pav nerds out on underlying core inflation metrics and the absolute tightrope the new Fed Chair has to walk this Wednesday.

~ Why the boys are completely avoiding altcoins right now and stubbornly keeping their portfolios in Bitcoin and cash.

… and so much more! 

Want to learn more about the reports? You check them here:

Galaxy Digital - https://www.galaxy.com/insights/research/bitcoin-four-year-cycle-where-is-the-bottomNYDIG - https://www.nydig.com/research/whats-weighing-on-bitcoin

Standard Chartered - https://news.bitcoin.com/bitcoin-bottom-is-in-standard-chartered-declares-end-of-crypto-winter/ 

Want to see what we’re looking at every episode? Watch the YouTube version of the podcast here.

Ready to start? Get $10 of FREE Bitcoin on Swyftx when you sign up and verify:  https://trade.swyftx.com.au/register/?promoRef=tappingintocrypto10btc 

To get the latest updates, hit subscribe and follow us over on the gram @tappingintocrypto or X @tappingintocrypto

If you can’t wait to learn more, check out these blogs from our friends over at Swyftx.

This podcast provides general market commentary and is for educational and entertainment purposes only. It is NOT financial advice. We are NOT licensed financial advisors. Investing in cryptocurrency carries risk. You should always conduct your own research and seek independent financial advice before making any investment decisions. Please read Swyftx's Terms and Conditions and Risk Disclosure statement before investing.

Ted and Calum are running the studio this week and wrapping their heads around a massive market disconnect.

While Bitcoin takes a sudden flash crash below US$60K, certain altcoins are completely ignoring gravity and throwing an absolute party. 

In this episode, the boys get straight into the bizarre prediction market conspiracy behind Michael Saylor's latest Bitcoin trade and Calum's aggressive strategy to stay in cash until the market bottoms out. We also dive into the massive regulatory shake-up as new SEC Chair Paul Atkins takes over and predicts all traditional markets will move on-chain within five years .

Plus, we cover why AI trading agents like Siren are outperforming human emotion, a massive 770% monthly pump for a new project called Audiera, and the new Australian capital gains tax changes that are about to force a lot of investors to hold Bitcoin for the long term . 

You’ll hear: 

- What actually triggered the sudden Bitcoin drop and whether the panic is entirely overblown

- The crazy coincidence behind Michael Saylor selling right inside a betting window 

- Why Calum is stubbornly sitting on the sidelines with a downside target between $37K and $45K 

- The New SEC Era: How Paul Atkins is changing the industry with a brand new token taxonomy system

- Are AI Agents taking over?

- How the latest budget changes are completely destroying the old cycle-trading strategy

… and much more!

Want to see what we’re looking at every episode? Watch the YouTube version of the podcast here.

Ready to start? Get $10 of FREE Bitcoin on Swyftx when you sign up and verify:  https://trade.swyftx.com.au/register/?promoRef=tappingintocrypto10btc 

To get the latest updates, hit subscribe and follow us over on the gram @tappingintocrypto or X @tappingintocrypto

If you can’t wait to learn more, check out these blogs from our friends over at Swyftx.

This podcast provides general market commentary and is for educational and entertainment purposes only. It is NOT financial advice. We are NOT licensed financial advisors. Investing in cryptocurrency carries risk. You should always conduct your own research and seek independent financial advice before making any investment decisions. Please read Swyftx's Terms and Conditions and Risk Disclosure statement before investing.

Pav and Calum are back, and they are talking about some of the most confusing updates in the market. With Ted still missing in action, the boys are left in the studio to figure out why on earth Bitcoin is taking a dive while certain altcoins are absolutely throwing a party.

In this episode, we are tackling the total shocker coming out of the Stellar Lumens camp, with XLM casually exploding 65% in just seven days on the back of institutional real-world asset hype.

We are also unpacking an absolutely wild court case in the US where someone is trying to lay a legal claim to 3.8 million dormant Bitcoin, essentially trying to use old lost-and-found property laws to seize $85 billion worth of Satoshi’s stash.

Calum explains why traditional crypto ETFs are looking pretty weak right now, even though Hyperliquid and AI tokens completely ignore the gravity of the market and continue to pull vertical runs. Plus, Pav drops some essential, no-nonsense advice on how to actually invest and keep your head straight when the charts look completely chaotic.

You’ll hear: 

~ How XLM just woke up from a multi-year nap to post a massive 65% green candle

~ The $85 Billion Satoshi Lawsuit

~ Traditional fund flows are slowing down while decentralized protocols and AI treasuries are getting greedy

~ The AI infrastructure: Boom or Burst?

~ Pav's Survival Guide on how to position your portfolio and manage your emotions 

… and much more!

Want to see what we’re looking at every episode? Watch the YouTube version of the podcast here.

Ready to start? Get $10 of FREE Bitcoin on Swyftx when you sign up and verify:  https://trade.swyftx.com.au/register/?promoRef=tappingintocrypto10btc 

To get the latest updates, hit subscribe and follow us over on the gram @tappingintocrypto or X @tappingintocrypto

If you can’t wait to learn more, check out these blogs from our friends over at Swyftx.

This podcast provides general market commentary and is for educational and entertainment purposes only. It is NOT financial advice. We are NOT licensed financial advisors. Investing in cryptocurrency carries risk. You should always conduct your own research and seek independent financial advice before making any investment decisions. Please read Swyftx's Terms and Conditions and Risk Disclosure statement before investing.

Ted has officially abandoned the studio for a two-week holiday, so Pav is joined by our resident fraud and risk expert, Calum, to try and make sense of a market that is tearing up the traditional crypto playbook.

The boys are breaking down the real drivers behind the HYPE pump, looking at everything from Goldman Sachs quietly scooping up massive positions to a brand new US Spot ETF sucking in $74 million in its first week and a half.

Plus, we look at why historical midterm election data says a stock market drawdown is looming between May and October, why billionaire fund managers are dumping 95% of their blue-chip bags, and the legendary "Pentagon Pizza Index" that might be flashing an early warning sign for global markets.

You’ll hear: 

- How Hyperliquid is completely eclipsing the rest of the market and trading in brand new territory .

- Why giant fund managers and NASDAQ-listed companies lare aggressively building Hyperliquid treasuries 

- Inside the $74 million in cumulative net flows that completely flipped the "sell the news" script 

- The historical data that shows stock markets behaviour between May and October during a midterm year.

- Why Kevin Warsh stepping in could signal a historical 6-to-12 month market drawdown .

- The hilarious (but oddly accurate) way internet sleuths track geopolitical tension via late-night fast-food orders 

… and much more!

Want to see what we’re looking at every episode? Watch the YouTube version of the podcast here.
Ready to start? Get $10 of FREE Bitcoin on Swyftx when you sign up and verify:  https://trade.swyftx.com.au/register/?promoRef=tappingintocrypto10btc 

To get the latest updates, hit subscribe and follow us over on the gram @tappingintocrypto or X @tappingintocrypto

If you can’t wait to learn more, check out these blogs from our friends over at Swyftx.

This podcast provides general market commentary and is for educational and entertainment purposes only. It is NOT financial advice. We are NOT licensed financial advisors. Investing in cryptocurrency carries risk. You should always conduct your own research and seek independent financial advice before making any investment decisions. Please read Swyftx's Terms and Conditions and Risk Disclosure statement before investing.