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July 3: Stablecoins Keep Winning, Tokenization Expands, and the CBDC Debate Isn't Over

Bitcoin ETFs finally snapped their 10-day outflow streak, bringing in more than $221 million in new inflows, but Matt explains why one positive day isn't enough to erase June's record $4.5 billion in institutional selling. He also dives into the growing stablecoin debate, arguing that while Congress continues pushing back against a Federal Reserve CBDC, privately issued stablecoins backed by U.S. Treasuries may ultimately become an even more powerful form of digital money.


https://www.youtube.com/watch?is=ncQr95cy21vYsWT4&v=SHroBbNtcbk&feature=youtu.be


The episode also covers Securitize's public debut and tokenized shares on Solana and Avalanche, Metaplanet's continued Bitcoin accumulation, the IMF's latest warning on tokenization, Russia's rollout of the digital ruble, and Spotify's dispute with Kalshi and Polymarket after alleged manipulation of music-related prediction markets. Matt closes with his thoughts on why the biggest story in crypto may no longer be Bitcoin itself, but the race to build the financial infrastructure that will power the next generation of digital assets.


Happy Hodling, Everyone.

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  • July 8: Bitcoin Slips as Middle East Tensions Return

    10:14|
    Podcast Show Notes SummaryAfter returning from a short camping trip, Matt breaks down another volatile day for crypto as Bitcoin slips following renewed tensions in the Middle East after the collapse of the Iran ceasefire. He also covers India's continued push toward stricter crypto policies, Kalshi's latest courtroom loss in New York, and why prediction markets remain caught between financial regulation and gambling laws.The episode also dives into new data showing USDT processed $95 billion in commercial payments during the first half of 2026, while USDT and USDC now account for 83% of the entire stablecoin market. Matt explains why stablecoins are quietly becoming one of the most important pieces of financial infrastructure and why their growth may be a bigger long-term story than Bitcoin's daily price action.Finally, Matt discusses Tom Lee's BitMine purchasing another 40,000 ETH, bringing its holdings close to 5% of Ethereum's circulating supply, and shares his concerns about whether large institutional ownership and Ethereum's move to Proof of Stake could eventually create decentralization issues.Happy Hodling, Everyone.
  • Craig Cobb: Bitcoin Is Still Stuck

    09:14|
    Start your free 7-day trial of Market Intern at https://marketintern.com and see how Craig identifies high-probability trading setups before they develop.Craig Cobb explains why he's still sitting largely in cash despite Bitcoin posting a strong week. While many traders are calling the bottom, Craig believes Bitcoin remains trapped between $59,000 support and $65,000 resistance, with the broader bear market still intact. Instead of forcing trades on Bitcoin, he's focusing on cleaner opportunities in assets like XRP and other altcoins that continue producing strong trends on the lower timeframes.Craig also reviews the top 10 cryptocurrencies, discusses why Cardano and Solana showed relative strength last week, and explains why the U.S. Dollar Index remains one of the most important charts for predicting the next move in Bitcoin and other risk assets. His advice remains simple: preserve capital, trade the trends that exist, and don't mistake one good week for the start of a new bull market.Happy Hodling, Everyone.
  • July 2: Stablecoins Invade Banking, Crypto Crime Explodes, and Europe Is Already Rewriting the Rules

    12:11|
    Traditional finance and crypto continue moving closer together as Standard Chartered and Circle launch institutional USDC minting and redemption through the bank's platform, while Anchorage Digital expands support for Ethereum liquid staking. Matt explains why stablecoins are rapidly becoming part of the global banking infrastructure and explores the debate over whether privately issued stablecoins could eventually become a backdoor alternative to central bank digital currencies.The episode also covers Europe's MiCA regulations already undergoing review just days after taking full effect, Australia's expanded crypto travel rule, Bitget's launch of tokenized U.S. stock options, and a troubling rise in crypto-related kidnappings and extortion cases in France. Matt also examines the continued legal battle over prediction markets as Kalshi and Polymarket see record World Cup trading volumes while facing regulatory challenges across multiple U.S. states.Happy Hodling, Everyone.
  • July 1: Citi Cuts Bitcoin, Europe's Crypto Rules Arrive, and Why Stablecoins Changed Everything

    13:00|
    Wall Street is becoming less optimistic on crypto as Citi cuts its 12-month Bitcoin price target from $112,000 to $82,000, while Bitcoin ETFs suffer their worst month on record with $4.5 billion in outflows. Matt explains why he still believes lower prices remain possible despite continued long-term optimism, discusses listener predictions for the next Bitcoin cycle, and examines why politics and legislative gridlock continue weighing on market sentiment.The episode also covers Europe's MiCA regulations officially taking effect, Taiwan's new crypto and stablecoin framework, June's biggest crypto hacks, and ARK Invest continuing to buy millions of dollars in crypto-related stocks while much of the market remains fearful. Matt also explains how stablecoins evolved from a simple trading tool into one of the most important pieces of modern financial infrastructure.Finally, Matt argues that while Bitcoin may remain the face of crypto, stablecoins are quietly becoming the industry's plumbing, powering payments, settlements, tokenized assets, and the next generation of digital finance.Happy Hodling, Everyone.
  • June 30: Strategy May Sell Bitcoin, ARK Buys the Dip, and Why the Pain Isn't Over

    18:06|
    Crypto sentiment remains brutal as Strategy gives itself authorization to sell up to $1.25 billion in Bitcoin, raising concerns that even the possibility of future sales could pressure an already weak market. Matt breaks down why Bitcoin may still be headed lower, why investors need cash ready if the market falls into the $30,000 range, and why ARK Invest is using the selloff to buy crypto-related stocks like Coinbase, Circle, Robinhood, Bullish, and SoFi.The episode also covers New York Life's move into tokenized corporate bonds, Germany leading Europe's MiCA approvals, Australia's new crypto travel rule, Kalshi's legal fight in Michigan, and StarkWare's post-quantum roadmap for Starknet. Matt also adds a broader digital identity story, discussing Sumsub's Danielle Labarbera and how AI-generated fraud is threatening online ticketing, secondary marketplaces, account security, and consumer protection ahead of FIFA demand.Finally, Matt argues that one of the biggest long-term opportunities may not be Bitcoin itself, but digital trust: identity verification, fraud prevention, stablecoin rails, tokenized assets, and infrastructure that proves the person on the other side of the screen is real.Happy Hodling, Everyone.
  • Craig Cobb: Sit on Your Hands Until the Market Gives You an Edge

    08:22|
    Craig Cobb says Bitcoin and the broader crypto market are still bearish, but too messy to trade aggressively right now. He explains why last week’s $65,000 Bitcoin rejection offered a clean short setup, but current price action has become choppy, sideways, and lower-probability.Craig also highlights the U.S. Dollar Index as a major risk signal, arguing that a stronger dollar could continue pressuring Bitcoin, equities, and other risk assets. With MicroStrategy breaking key support and crypto lacking clean trends, his message is simple: preserve capital, wait for better setups, and don’t force trades.Happy Hodling, Everyone.
  • June 29: Strategy's New Plan & Europe's Crypto Crackdown

    08:40|
    Strategy unveiled a new capital framework that includes a U.S. dollar reserve policy, higher preferred-share dividends, up to $2 billion in buybacks, and the ability to monetize its Bitcoin holdings if necessary. Matt explains why the market is no longer assigning a premium to Strategy's Bitcoin treasury model and what that could mean for corporate Bitcoin adoption going forward. He also covers the rapidly approaching MiCA deadline in Europe, where thousands of crypto firms face the possibility of shutting down if they fail to secure regulatory approval.The episode also examines Binance's withdrawal of its MiCA license application in Greece, Galaxy Digital lowering the odds of the Clarity Act passing this year, and the Bank for International Settlements' argument that stablecoins behave more like ETFs than money. Matt also discusses Loopring shutting down its decentralized exchange and Vitalik Buterin's latest research into program obfuscation, a cryptographic concept that could become increasingly important as AI grows more capable of finding software vulnerabilities.Finally, Matt questions whether modern crypto regulation is creating healthier markets or simply making it impossible for smaller companies to compete. Using Europe's MiCA rollout as an example, he argues that increasingly complex compliance requirements may unintentionally concentrate the industry in the hands of the largest players, recreating many of the barriers that crypto was originally designed to eliminate.Happy Hodling, Everyone.
  • June 27: Bitcoin Stabilizes & Apple Sends a Warning

    16:45|
    Bitcoin has recovered above $60,000 after briefly breaking below that key level, but Matt explains why the broader market still looks fragile. He breaks down Strategy losing its long-standing Bitcoin premium, SharpLink's continued Ethereum accumulation despite massive unrealized losses, another wave of crypto liquidations, and why the Clarity Act and CBDC legislation remain stuck in Washington's political gridlock.The episode also covers the Bank of England's softer approach to stablecoin regulation, Coinbase's Base network suffering another outage, and why Solana has emerged as one of the few bright spots during the recent selloff. Matt explains why regulators around the world appear to be embracing stablecoins rather than fighting them, and what that means for the future of digital finance.Finally, Matt shares his biggest takeaway of the day: Apple's sweeping price increases across its product lineup. He argues the move may be signaling that inflation remains stronger than official data suggests and asks whether rising bond yields, expensive stock valuations, persistent inflation, and weakening crypto markets are early signs that something larger is beginning to shift beneath the surface of the global economy.Happy Hodling, Everyone.