Bitcoin Has a New Problem

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Equities are rallying, but Bitcoin is breaking down. David and Tom unpack Saylor’s STRC stress, Warsh’s first FOMC, SpaceX’s mega-IPO, Jito’s breakout, Coinbase’s Everything Exchange, and why perps may be crypto’s next real growth engine.

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TIMESTAMPS &RESOURCES

0:00 Intro

3:07 Equities Up, Crypto Down: STRC Stress
https://x.com/PeterSchiff/status/2067629492214829114
https://x.com/zackvoell/status/2067628541257429213
https://x.com/R89Capital/status/2067608064627491009
https://x.com/jdorman81/status/2067616073479078386

11:21 First FOMC with Kevin Warsh
https://www.businessinsider.com/kevin-warsh-first-fomc-fed-meeting-interest-rates-2026-6

16:35 SpaceX Becomes One of the World’s Most Valuable Companies

25:43 Mover of the Month: JTO

31:01 Coinbase System Update
https://www.coinbase.com/blog/system-update-take-control-of-your-money-with-coinbase
https://x.com/oost_marcel/status/2067268725883981841
https://x.com/coinbase/status/2066890566667796530
https://www.theblock.co/post/405012/coinbase-unveils-system-update-unlocking-an-ai-advisor-global-unified-liquidity-options-trading-and-more

37:42 Anchorage Brings Hyperliquid to Institutions
https://x.com/nathanmccauley/status/2066906951464947966

46:23 Blockworks Acquires Messari
https://x.com/blockworks/status/2065468327120576863

50:40 UK Moves to Ban Social Media for Children
https://x.com/keir_starmer/status/2066458640010158571

57:50 Polymarket World Cup Trade
https://polymarket.com/sports/world-cup/bracket
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59:50 Closing &Disclaimers

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