June 25: Bitcoin Breaks Down but Stablecoins Keep Winning
Bitcoin remains under pressure as another $469 million flows out of spot Bitcoin ETFs, pushing cumulative ETF demand to its weakest level since July 2025. Matt breaks down why institutional money continues leaving the market, what it means for Bitcoin's short-term outlook, and why history suggests long-term investors may still want to keep emotions in check despite growing fear.
The episode also explores Japan's emergence as a global stablecoin leader, with both Circle's USDC and Ripple's RLUSD expanding into the country's regulated financial system. Matt discusses President Trump's decision…
The skinny
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