Join Matt and Simon as they break down the crypto crash that shook markets after U.S. President Donald Trump announced tariffs on Mexico, Canada and China. They share possible scenarios that may unfold from here, major altcoin news, and more.

Key Takeaways

1. U.S. President Donald Trump announced 25% tariffs on Canada and Mexico and 10% tariffs on China. The nature of the announcement took the market by surprise, causing a sell-off across all risk assets, including cryptocurrencies, with altcoins hit particularly hard.
2. Yesterday, Trump agreed to pause tariffs on Canada and Mexico for at least 30 days after constructive conversations, sparking a market correction.
3. Crypto investors should brace for heightened volatility in the short term, as Trump’s unpredictable tariff policy will likely keep dominating the headlines. This is especially relevant for altcoins, which unsurprisingly sold off more heavily than BTC in the last week.
4. Altcoins discussed in this episode include Uniswap (UNI), Raydium (RAY), Sui (SUI) and more.

Timestamps:

00:00 Market Turmoil: The Impact of Trump's Tariffs

08:13 Navigating Uncertainty: Strategies for Crypto Investors

14:51 Ethereum's Future: Upgrades and Market Position

19:58 Emerging Competitors: Solana and Radium's Rise

23:42 Upcoming Press Conference: The Future of Crypto in the US

Matt breaks down why the pro-crypto order signed by U.S. President Donald Trump is such big news and how the DeepSeek AI news is shaping the crypto market. He also covers MicroStrategy’s latest Bitcoin buy, significant altcoin news, and more.

Key Takeaways

1. Bitcoin (BTC) held above $100,000 despite a significant sell-off in stock markets, particularly in the tech sector. We still expect prices to climb a lot higher this year, partially due to the arrival of the first pro-crypto administration in the U.S.
2. U.S. President Donald Trump’s first week in office was widely celebrated in the crypto space. It eliminated any uncertainty surrounding whether Trump would deliver on his pro-crypto campaign promises.
3. MicroStrategy purchased another 10,107 BTC for $1.1B between January 21 and 26, bringing its holdings to 471,107 BTC. The company is expected to continue accumulating for the foreseeable future.

• We believe Bitcoin (BTC) and the overall crypto market are primed to continue climbing throughout 2025, partially due to the arrival of the first pro-crypto administration in the U.S.
• U.S. President Donald Trump’s first week in office was widely celebrated in the crypto space. It eliminated any uncertainty surrounding whether Trump would deliver on his pro-crypto campaign promises.
• BTC dominance has returned to 59% after having slid to 56% at the start of this month. While we still believe the fabled ‘alt season’ will arrive, we do not expect the upside to be as extreme as prior bull markets.
• For our 2025 outlook, watch the video recording from 38:00. For more, scroll through our content feed for our individual 2025 outlooks on the Member Platform.

Timestamps:
00:00 Intro and disclaimer
04:55 Market overview
42:45 Topic in focus
1:04:00 Live Q&A

Matt breaks down the inauguration of U.S. President Donald Trump and what it meant for the crypto market. With Trump expected to continue delivering on his pro-crypto promises over the coming days, Matt also shares his short-term outlook for Bitcoin and the crypto market.

Key Takeaways

1. Bitcoin (BTC) hit an all-time high above $109,000 prior to Inauguration Day. On the day, Trump failed to mention crypto in any of his speeches. Of the executive orders he signed, none were related to crypto, likely contributing to a slight sell-off.
2. We remain optimistic that Trump will sign multiple crypto executive orders this week. Should this not eventuate, we’d still expect these to come in Trump’s first 100 days in office—as opposed to not at all.
3. Trump launched a memecoin days before being inaugurated, as did First Lady Melania Trump. Both were launched on Solana and attracted several billion in volume.

Matt breaks down the recent decline in the crypto market, whether the U.S. government will sell its large stash of Bitcoin and MicroStrategy’s continued buying of Bitcoin. He also explains what crypto investors can expect in relation to U.S. President-elect Donald Trump’s upcoming inauguration.

Key Takeaways

1. Crypto prices fell as the market adjusted to the growing likelihood that the U.S. will announce fewer rate cuts in 2025 than initially anticipated. We still expect prices to climb much higher this year.
2. The market feared the U.S. government was going to sell a large amount of BTC last week. At the time of writing, this BTC has not been moved.
3. U.S. President-elect Donald Trump will be inaugurated early next week. The crypto market will be closely monitoring any crypto-related announcements from Trump and his team. For what it’s worth, The Washington Post reported this week that Trump is expected to issue executive orders related to crypto policies on his first day in office.
4. XRP (XRP) and Sui (SUI) have been notable outperformers amid this latest market sell-off.

Join Matt and Nick as they review the year that was for crypto. They discuss the standout blockchains, highlights such as the U.S. election and the rise of Polymarket, as well as the biggest wins and losses in the market. The conversation also covers valuable lessons learned, unexpected events, and the most impactful crypto apps of the year. They close by sharing which projects they believe are in for an exciting 12 months.

Key Takeaways

1. Solana and Base emerged as leading blockchains in 2024.
2. Highlights from the year included the U.S. election outcome and BlackRock’s continued expansion into crypto.
3. Our biggest winners of 2024 were Solana and patient investors who survived Q2 and Q3, a period in which many sold prematurely.
4. Our biggest losers of 2024 were crypto gaming and Maker’s botched rebrand.
5. Memecoins experienced unprecedented growth in 2024., hitting an all-time high as a sector.
6. ai16z (AI16Z) and Uniswap (UNI) are two projects that look poised for a big 2025

Join Matt and Nick as they discuss the recent crypto market dip, the impact of the U.S. central bank’s latest policy update, MicroStrategy buying more Bitcoin, various altcoin updates, and more.

Key Takeaways

1. Large entities (e.g. MicroStrategy, Marathon, Hub 8) continue to accumulate Bitcoin (BTC). Expect this source of buy-side demand to continue for the foreseeable future.
2. Speculation is mounting over which altcoin will be next to get a spot ETF approval in the U.S. While smaller ETF issuers will keep applying for various altcoin ETFs, it’s hard to get too excited without BlackRock doing the same.
3. This week’s altcoin news featured Avalanche (AVAX), Pengu (PENGU), Uniswap (UNI), Hyperliquid (HYPE) and others.

Timestamps:

00:00 Intro & market update
02:55 Crypto investment product flows
04:30 More BTC demand side buying
07:30 FTX distributions
09:20 German bank building an L2
12:00 Will we see a wave of ETFs next year?
15:10 Altcoins news (AVAX, ENS, UNI & PENGU)
22:05 Altcoins news (Alternative L1s & Open Sea)
30:00 Over & under-appreciated

Join Matt and Nick as they discuss Bitcoin at fresh all-time highs, Electric Capital’s annual developer report and AMP buying Bitcoin. They also discuss various altcoin updates from NEAR Protocol (NEAR), Avalanche (AVAX) and others.

Key Takeaways

1. Bitcoin (BTC) hit an all-time high, partially due to continued buying from MicroStrategy, which officially entered the heavily traded Nasdaq 100 index.
2. AMP invested $27M AUD worth of BTC, making it the first major superannuation fund to buy into an asset class that has previously been shunned by big fund managers.
3. Electric Capital’s annual developer report showed strong growth in Solana’s developer ecosystem, while the number of developers fell by 7% compared to a year ago.
4. The past week featured various altcoins updates, including projects such as Ethena (ENA), Jupiter (JUP), Ethena (ENA) and Avalanche (AVAX).

Timestamps:

00:00 Intro & market update

03:15 ETH ETFs show sign of life

04:35 Bitcoin treasury votes and strategic reserves

06:00 2024 Electric Capital Developer Report

11:25 Should crypto be concerned over quantum computing breakthroughs

16:30 MicroStrategy enters Nasdaq 100

18:45 AMP becomes first Aussie super fund to invest in crypto

21:20 Trump-associated World Liberty Financial buys ETH tokens

24:00 Altcoin news (Pump.Fun, Near, Jupiter, Avalanche, Ethena)

31:40 What to look forward to this week

32:50 Over & under-appreciated