Eric Wall and others discuss upgrading Bitcoin through Covenants.

EIP-4844's Impact on Ethereum L2 Fees: A Reality Check by Eric Wall

Cardano's Potential Exit from Top 10: Eric Wall's Controversial Prediction

LIVE NOW -- Institutions Pour Billions into Crypto! Stripe’s Bold Move & Genius Act Explained This week, @RyanSAdams and @TrustlessState unpack @circle's stunning IPO debut, soaring to a $25B market cap and triggering Wall Street’s stablecoin frenzy. They break down the landmark Genius Act vote, bringing unprecedented regulatory clarity to stablecoins, and dive into @stripe's latest crypto bet, acquiring wallet innovator @privy_io. @Polymarket goes mainstream in an official integration with @X, while @SECGov Chair Paul Atkins embraces DeFi as fundamentally American. Plus, @Gemini quietly files for IPO, @PlasmaFDN’s billion-dollar @Tether_to chain ignites, and @realDonaldTrump unexpectedly endorses crypto at @coinbase. [TIMESTAMPS] 0:00 Intro 3:59 Markets - @KobeissiLetter - @rovercrc - @hosseeb - @elonmusk - @DavidShapiro98 - @blknoiz06 - @nypost 15:02 US Senate is about to pass the GENIUS Act - @Cointelegraph - @intangiblecoins - @SenatorBennet - @SenWarren 27:35 Did Circle kickoff Stablecoin Summer? - @MikeIppolito_ - @TaikiMaeda2 - @RyanSAdams - @PlasmaFDN - @perkinscr97 39:54 Stripe acquired Privy - @privy_io - @patrickc 42:41 Polymarket became official prediction market of X! - @xai - @shayne_coplan 44:50 Morpho Labs will be soon fully owned by MORPHO token holders - @PaulFrambot - @MorphoLabs 49:17 Paul Atkins defended DEFI as the foundation American values - @SECGov 53:15 World Liberty Financial will acquire TRUMP for its treasury - @EricTrump - @coinbase 54:38 Closing & Disclaimers 55:13 Moment of Zen - @BitcoinMagazine

🐶📈 Are Memecoins the Next Big ETF Play? Bloomberg’s top ETF analyst Eric Balchunas just dropped a spicy take: A U.S.-listed Memecoin ETF could launch by 2026. Yes, an entire ETF of dog coins, Pepe's, American Presidents and degen dreams! Why? 👉 Active crypto ETFs are expected to kick off in late 2025 👉 Memecoins could be next, with DOGE possibly setting the precedent 👉 SEC under new leadership = more open to digital assets Quote of the day: "Really good chance this exists at some point." — @EricBalchunas 🐕‍🦺 But it won’t be simple, regulatory hurdles still exist. The SEC just punted decisions on XRP, ETH, and BTC ETFs to October 2025. Still, vibes are bullish: If DOGE gets through, other memecoins could follow. Balchunas suggests the first Memecoin ETF may use creative structures to stay within current rules. TL;DR: Memecoins might soon have their own ETF. On Wall Street. 📅 Potential timeline: ▪️Late 2025: Active crypto ETFs arrive ▪️2026: First Memecoin ETF could hit the market Imagine explaining this to TradFi 3 years ago. 😂 👀 What to Watch This Week: ▪️Will the ETF buzz spark fresh memecoin rotations? ▪️Any surprise SEC signals on pending crypto ETFs? ▪️New Venture Studio projects incoming (keep an eye out👾) ▪️BTC + ETH price action as we head into June New week, new moves. Seedify’s dialed in, you’ll hear it here first. 🔔

LIVE NOW -- Circle's Massive IPO! Tariffs Return? EF Special Forces, https://t.co/eJMAFlHC1U $4B Valuation, & Trump Wallet? This week, @RyanSAdams and @TrustlessState unpack Circle’s explosive $20B IPO—crypto’s second biggest—and what it signals about Wall Street’s newfound love for stablecoins. They break down the confusing Trump wallet drama, where even Trump’s own sons deny involvement, and explore why https://t.co/eJMAFlHC1U’s rumored $4B token raise has the industry split. Ethereum enters “wartime mode” as the Foundation lays off staff and spins up a lean new R&D force called Protocol. Plus, Ray Dalio says “a bit of Bitcoin,” Trump’s Big Beautiful Bill adds $2.4T to the deficit, and SBF is headed to Netflix. [TIMESTAMPS] 0:00 Intro 0:41 @circle IPO - @ruiixyz - @EconomyApp - @jerallaire - @EffortCapital 9:34 Markets 12:23 Trump BBB - @alifarhat79 - @elonmusk 23:53 @pumpdotfun getting ready for a token - @nextfckingthing - @lmrankhan - @VannaCharmer 32:00 Ethereum Foundation announced another big change! - @TimBeiko - @econoar - @centauridoteth - @ViktorBunin 44:43 Strategy found a new way how to raise more money for Bitcoin - @saylor - @DylanLeClair_ 49:01 Trump team launched a crypto wallet – or did they? - @BitcoinMagazine - @EricTrump - @0xLeoInRio - @molly0xFFF - @Ronxyz00 - @EricBalchunas 57:50 SBF is heading to @netflix 1:00:26 Bankless is looking for talent! 1:01:38 Closing & Disclaimers 1:02:01 Moment of Zen - @l3olanza - @VivekVentures

Bitcoin's 2024 Conference Triggers 30% Price Plunge: Can the Bull Market Escape?

Kraken's push into tokenized equities signals how the hashtag #TradFi and hashtag #Crypto merge has been turbocharged. In this week's Roundup newsletter, @EricJohanssonLJ writes about how @krakenfx, the Solana Foundation, and @RobinhoodApp are all openly working on ways to put stocks and other assets on the blockchain. Why does that matter? Predominantly because it's big business. The opportunity is massive. Ripple and the Boston Consulting Group estimate that tokenized assets will be worth $19 trillion over the next eight years. That represents a 3,000% surge from today's $600 billion. It's also important because it highlights how Wall Street is increasingly tapping into crypto infrastructure to secure new clients, new business opportunities, new profits. Don't miss our newsletters. Sign up here: https://t.co/LPjZ2rgZkJ

📊 This week on Market Pulse - MOOD Swings - Moody’s Downgrades US Credit Rating Read the latest update from our Markets team. 🔷 Moody’s Downgrades US Credit Rating 🔹 Crypto Overview ◾ The overall crypto market was marked by a week of consolidation, with the TOTAL market cap index closing the week flat. ◾ In a sign of strength, BTC shrugged off Moody’s downgrade of US debt from Aaa to Aa1. ◾ BTC fought to regain its market dominance above 64%, after it had dropped to ~62.5% the prior week on altcoin gains. ◾ The UK mandated full transaction reporting for crypto firms, effective from January 1, 2026. ◾ Recent developments in corporate Bitcoin adoption highlights a growing trend among companies integrating Bitcoin into their treasury strategies. Notable ones included: ▪️ KindlyMD and Nakamoto Holdings Merger: To raise $710.000M for a substantial Bitcoin treasury. ▪️ Next Technology Holding's Bitcoin Acquisition: Purchase 5,833 BTC, with 5,000 acquired since the end of 2024. ▪️ American Bitcoin's Nasdaq Listing: A mining firm backed by Eric and Donald Trump Jr., plans to go public through a merger with Gryphon Digital Mining, to create a premier platform for Bitcoin accumulation. ◾ Altcoins failed to hold momentum on last week’s gains, with the TOTAL3 index, which excludes BTC and ETH, dropping ~1.8%. ◾ After seeing over $22.000M in liquidations on its weekend rise above $2,500, ETH ended up closing the week down ~2.6%, diverging from BTC again despite overall momentum staying bullish after holding above its 200 weekly MA. ◾ Stablecoin legislation approaches Senate debate. ◾ Telegram shuts down massive crypto-fueled black market. 🔹 Bitcoin - New Weekly Highs ◾ BTC is poised to mark its highest weekly close ever, ending the week above $105,000 for the first time. ◾ The average transaction fee on the Bitcoin blockchain has increased by around $1 since the start of May, according to The Block’s data, ticking up to its highest level in 2025. ◾ BTC kept seeing strong institutional interest and corporate treasury adoptions, with its US spot ETFs seeing another ~$608.000M in inflows last week. ◾ Trading volume for BTC derivatives keeps exceeding spot trading, indicating increased hedging and speculative activities. ◾ Strategy continues aggressive Bitcoin acquisition: Purchased 13,390 additional BTC, now holds 568,840 BTC. 🔹 Other Crypto Takeaways ◾ ETH and SOL both underperformed BTC, with SOL slightly outperforming ETH with a ~1.4% decline. ◾ FORM rose ~17% to new highs, on continued positive market sentiment around its expanding ecosystem, including DeFi and GameFi ventures such as the launch of an Initial Game Offering (IGO) platform and the https://t.co/KdmSI6YJ7v initiative. ◾ WIF managed to hold onto a ~10% weekly gain after rising nearly ~50% earlier in the week, after its open interest surged to ~$450.000M, its highest since January 2025. ◾ RAY also outperformed the market on the back of revived trading activity for Solana memecoins, with the DEX platform’s token rising by ~6.5% on the week. 🔹 TradFi Overview ◾ Asian stocks opening the week lower after Moody’s downgraded US credit rating. ◾ US futures slipped (S&P 500 futures -0.7% and Nasdaq futures -0.8% in early Asia hours) with the dollar on Monday Asia morning, while US Treasury Yield rose. ◾ Moody’s downgrade puts a sudden brake to the recent 5-day winning streak on Wall Street as investors cheered to US-China trade truce. ◾ US 10Y Treasury Yields jumped and settling around 4.445% on Monday. ◾ Gold jumped again after dropping almost 4% last week, while oil prices steadied. ◾ Markets are now only expecting a 33.9% Fed rates cut in July and a 72.3% odds to cut in September. 🔹 Outlook for the Week ◾ Investors will be monitoring slew of China macro data releasing on Monday (including GDP and Retail sales). ◾ Other macro data that’s worth keeping a tab on includes Australia and Indonesia central bank decisions, Thailand GDP, UK and Japan CPI, US new home sales. ◾ Biggest IPO in Hong Kong this year - CATL begins trading on Tuesday ◾ Several FED officials also due to speak this week which will be closely watched as well.

WSJ: Binance executives meet with U.S. Treasury officials to discuss easing U.S. government regulations on the company

Bloomberg Analyst: Does Not Believe Suitcoiner Will Threaten Bitcoin's Structure Senior ETF Analyst at Bloomberg, Eric Balchunas, stated that a new term has emerged among Wall Street finance professionals: "Suitcoiners." This term derives from "Real Suits" and is used to describe all ETF, government, and institutional buyers. Some worry that if Suitcoiners conspire, they could pose a threat to Bitcoin's structure in the future. However, he does not believe this will happen, as similar unfulfilled concerns have been raised about stock voting before. Nonetheless, it remains a genuine fear.

Bloomberg Analyst: Suitcoiners Will Not Threaten Bitcoin's Structure

Ethereum developer Dankrad Feist proposes a 100x scalability solution to save the network

Expert Analysis on the Reasons Behind Ethereum's Five-Year Low Ratio Against Bitcoin

The Bitcoin ETF is just the beginning. @EricBalchunas joined @KnutsonJesse on Bitcoin Capital 10 to break down Wall Street’s next big move and why Bitcoin remains the main event. https://t.co/4jC1IMY8Ix

The Bitcoin ETF is just the beginning. @EricBalchunas joined @KnutsonJesse on Bitcoin Capital 11 to break down Wall Street’s next big move and why Bitcoin remains the main event. https://t.co/lfl2wT8cjL

SoSo Daily Apr 15 | Kraken Expands into U.S. Equities Trading, Plans UK and European Growth

Wu Says Daily Selected Crypto News + This Week's Macro Indicators

Eric Peters: Crypto Investments Remain Narrative-Driven

SoSo Daily Mar 20 | The US spot Bitcoin ETF has seen net inflows for three consecutive days, while the Ethereum ETF continues to experience net outflows.