Latest / Panic Drop Podcast / Daily Crypto & Macro News - Tu 19/08/2025

Transcript

Daily Crypto & Macro News - Tu 19/08/2025 · Panic Drop Podcast

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  SPEAKER_00: Well,
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  SPEAKER_00: good morning,
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  SPEAKER_00: everyone,
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  SPEAKER_00: and welcome to Tuesday,
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  where the crypto markets decided to serve us a reality check
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  with both Bitcoin and
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  SPEAKER_00: Ethereum making fresh lows,
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  triggering $446 million worth of long liquidations across the
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  cryptocurrency market
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  SPEAKER_00: in just the past 24 hours,
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  which honestly feels like a sobering reminder that this whole
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  game isn't just
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  SPEAKER_00: straight up forever.
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  SPEAKER_00: But before we get to doom and gloom,
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  let's talk about some of the bigger picture moves happening
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  because Morgan Stanley
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  just dropped a bombshell saying AI could add $920 billion in
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  annual gains to the
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  SPEAKER_00: S&P 500.
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  SPEAKER_00: Goldman Sachs expects the Fed to cut rates three times this year,
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  and President Trump's administration is apparently in talks to
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  take a 10% ownership
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  SPEAKER_00: stake in Intel,
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  which feels like the kind of move that could shake up the
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  entire semiconductor
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  SPEAKER_00: landscape.
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  SPEAKER_00: Speaking of shaking things up,
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  the Magnificent Seven now make up a record 34.2% of the S&P
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  500's market cap,
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  SPEAKER_00: but only 26.6% of its profits,
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  which is either a sign of incredible future potential or a
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  massive bubble depending
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  SPEAKER_00: on who you ask,
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  while Palo Alto Networks reported fourth quarter revenue up 16%
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  to $2.5 billion,
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  SPEAKER_00: with NGS ARR jumping 32% to $5.6 billion.
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  SPEAKER_00: In the Bitcoin world,
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  MicroStrategy continues their relentless accumulation strategy
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  buying another 430
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  SPEAKER_00: Bitcoin worth $49.4 million.
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  Amdax is launching Bitcoin treasury firm AMBTS on the Dutch
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  stock exchange
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  SPEAKER_00: targeting 1% of the total Bitcoin supply.
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  Volkswagen Group Singapore just announced they're accepting
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  Bitcoin as payment for cars.
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  ICMB International Securities launched 24-7 crypto trading in
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  Hong Kong supporting
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  SPEAKER_00: Bitcoin,
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  SPEAKER_00: Ethereum and USDT.
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  Thailand launched a program allowing foreign visitors to
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  convert Bitcoin and crypto
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  SPEAKER_00: into local currency.
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  and vanek still believes bitcoin will hit one hundred eighty
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  thousand by year end
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  despite today's pullback the institutional adoption story keeps
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  getting stronger
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  with publicly traded bitmine immersion buying another three
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  hundred seventy three
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  SPEAKER_00: thousand one hundred ten
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  ethereum worth one point six two billion dollars treasury
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  secretary besant saying
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  crypto stablecoins will expand dollar access for billions
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  globally and a five
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  hundred seventy three million dollar public company cio
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  predicting many companies
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  SPEAKER_00: will follow sailor's playbook in every major jurisdiction worldwide
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  SPEAKER_00: While on a fun historical note,
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  SPEAKER_00: Satoshi Nakamoto registered Bitcoin.org 17 years ago today,
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  though it's less fun that Starlink is reportedly facing outages
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  and the FDA just
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  SPEAKER_00: approved expanded use of Novo Nordisk's Wagavi for liver disease.
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  SPEAKER_00: That's your Tuesday crypto and markets wrap up.
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  SPEAKER_00: And if you're enjoying these daily updates,
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  SPEAKER_00: hit subscribe or leave us a review on your favorite podcast platform.
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  SPEAKER_00: And I'll see you back here tomorrow.