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Transcript

Th 1/1 | Daily Crypto & Macro News · Panic Drop Podcast

• 0:00
  Happy New Year everyone,
• 0:01
  and what a year 2025 turned out to be for the markets.
• 0:05
  SPEAKER_00: Let's dive right into the numbers because they tell quite a story.
• 0:08
  SPEAKER_00: The US stock market gained more than $9 trillion in value this year,
• 0:13
  with the S&P 500 ending up 16.39% and notching 39 all-time
• 0:15
  highs along the way.
• 0:16
  SPEAKER_00: So if you were riding that wave, congratulations.
• 0:24
  SPEAKER_00: Gold absolutely crushed it with its best year since 1979,
• 0:28
  SPEAKER_00: up over 64%,
• 0:30
  which is wild when you consider Bitcoin actually ended down 6%
• 0:34
  for the year,
• 0:35
  SPEAKER_00: marking its first negative post-halving performance ever.
• 0:39
  SPEAKER_00: Speaking of tough years,
• 0:40
  SPEAKER_00: Michael Saylor's strategy stock plunged 66% to $154 since July,
• 0:43
  SPEAKER_00: which has to sting given how bullish he's been on Bitcoin.
• 0:50
  We just witnessed a historic changing of the guard as Warren
• 0:53
  Buffett stepped down
• 0:54
  SPEAKER_00: as CEO of Berkshire Hathaway after 60 years at the helm,
• 0:58
  leaving behind one of the most legendary track records in
• 1:01
  investing history.
• 1:02
  SPEAKER_00: Interestingly,
• 1:03
  five out of the seven Magnificent Seven stocks actually
• 1:07
  underperformed the S&P 500
• 1:09
  SPEAKER_00: this year,
• 1:10
  SPEAKER_00: with only Google and Nvidia beating the index,
• 1:12
  though the combined annual revenue of the seven largest US
• 1:15
  semiconductor companies
• 1:16
  SPEAKER_00: increased by 93% over the last two years,
• 1:20
  SPEAKER_00: to a record $451 billion.
• 1:23
  SPEAKER_00: So the chip sector is still on fire.
• 1:26
  OpenAI is apparently paying $1.5 million per employee in
• 1:31
  stock-based compensation,
• 1:32
  SPEAKER_00: which explains why everyone wants to work there.
• 1:35
  SPEAKER_00: On the trade front,
• 1:36
  things are heating up as China announced they're imposing 55%
• 1:39
  tariffs on imported
• 1:41
  SPEAKER_00: US beef and suspending silver exports,
• 1:43
  which takes 13% of global silver supply offline and could push
• 1:48
  prices even higher.
• 1:50
  SPEAKER_00: The UK just began a crackdown on crypto tax evasion.
• 1:53
  SPEAKER_00: So if you're over there, make sure your books are clean.
• 1:56
  Trump media announced they're launching and airdropping a new
• 1:59
  token to shareholders
• 2:00
  SPEAKER_00: with benefits for Trump products like Truth Social,
• 2:04
  which is definitely an interesting move in the political crypto
• 2:07
  crossover space.
• 2:09
  Binance had a massive year with their global user base
• 2:12
  surpassing 300 million and
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  SPEAKER_00: total trading volume hitting about $34 trillion.
• 2:19
  Though the broader crypto market saw $325 billion wiped out
• 2:23
  from the total market cap,
• 2:25
  SPEAKER_00: So it wasn't all sunshine and rainbows.
• 2:28
  On the institutional side,
• 2:29
  Tether purchased 8888.88 Bitcoin worth $779 million in Q4.
• 2:31
  SPEAKER_00: BlackRock clients bought 143.49 million worth of Bitcoin.
• 2:43
  and bitcoin etfs alone scooped up three hundred fifty five
• 2:47
  million worth yesterday
• 2:49
  so the accumulation continues despite the price action senator
• 2:53
  cynthia lummis says
• 2:54
  proposed bitcoin legislation will allow major banks to offer
• 2:58
  digital asset custody
• 3:00
  and payments under proper supervision and congressman warren
• 3:04
  davidson praised
• 3:05
  SPEAKER_00: bitcoin as a permissionless peer to peer payment system
• 3:09
  so we're seeing some positive regulatory momentum robin hood
• 3:13
  celebrated the new
• 3:14
  year by giving away one point five million dollars worth of
• 3:17
  bitcoin and there's a
• 3:18
  giant bitcoin advertisement at times square that reads no man
• 3:23
  should work for what
• 3:24
  another man can print which is pretty bold messaging for
• 3:27
  mainstream america
• 3:29
  SPEAKER_00: In altcoin news,
• 3:30
  SPEAKER_00: ETF clients bought 15.55 million worth of XRP,
• 3:34
  SPEAKER_00: bringing total ETF-held net assets to 1.27 billion.
• 3:39
  Ethereum is set to end the year with the highest net inflows
• 3:43
  among all blockchains,
• 3:44
  SPEAKER_00: followed by Hyperliquid.
• 3:46
  SPEAKER_00: And Vitalik Buterin updated his profile to a Mlady PFP,
• 3:50
  SPEAKER_00: which sparked all kinds of speculation in the Ethereum community.
• 3:55
  SPEAKER_00: That's your wrap for the year and the day.
• 3:57
  Thanks for tuning in and make sure to follow along because I'll
• 4:01
  be back tomorrow
• 4:02
  SPEAKER_00: with more market insights and crypto updates.