Panic Drop Podcast

Panic Drop - Timothy Assi

This podcast gives you a fast daily recap of the biggest crypto and financial market headlines. It’s made to sound like a smart friend catching you up with just sharp insights in a few minutes. panicdrop.substack.com

  1. Fr 3/7 | Daily Crypto & Macro News

    2 days ago

    Fr 3/7 | Daily Crypto & Macro News

    Happy Friday all! If you missed the past 24 hours in crypto and stocks, here's your full recap: 🚨 Major Headlines & Market Moves🚨 - President Trump said crypto is a big deal and that the U.S. wants to be number one in it. - Trump stated there's nothing illegal about him making $1.4 billion from crypto and that he didn't know the exact amount. - Trump indicated he thinks Elon Musk will donate SpaceX stock to Trump accounts. - SEC Chairman Paul Atkins delivered a speech on the Clarity Act, saying the agency is taking steps to modernize rules and facilitate markets moving on-chain. - Bloomberg Intelligence estimates a 60% chance the Clarity Act passes this month. - Bitcoin is performing the strongest it ever has in a bear market. - Bitcoin inflows surged above 50,000 per day, flashing warning signs of incoming volatility. - Miller Value Partners, managing $383 million, told CNBC the fundamental case for Bitcoin has never been stronger, viewing it as a hedge against an inflationary debt spiral. - U.S. money-market fund assets hit a record $7.95 trillion. - U.S. unemployment rate fell to 4.2% in June, with 57k jobs added versus 114k expected; prior months revised lower. - Canada unveiled plans for an oil pipeline to Asia to become an energy superpower and reduce dependence on the U.S. - Elon Musk said AI and robots will be able to do everything, resulting in universal high income where work becomes optional. - Palantir CEO noted some U.S. government customers have migrated to open source AI. - Meta CEO Mark Zuckerberg said in a town hall that AI agent development hasn't accelerated as expected over the last four months. - Jersey Mike's Subs filed for IPO. 📊 Altcoin Market Updates📊 - Binance officially received approval to offer crypto services in the Philippines. - Hyperliquid announced that Africa's largest crypto exchange by volume, VALR, is using it as the on-chain infrastructure layer for perpetuals. - Securitize announced SECZ became the world’s largest tokenized stock at launch, with issuer-sponsored tokenized shares available to eligible U.S. investors on Avalanche and Solana. If you enjoyed this daily roundup, make sure to follow me – I'll see you tomorrow. $BTC $ETH $SPY $QQQ $OIL PS… Want the complete shortcut to trading altcoins with precision (without wasting months on trial-and-error)? Clere to grab the Altcoin Profit Toolkit — 8 structured modules + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader. Written by Timothy Assi, an Elite Popular Investor on eToro. Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only. Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Connect with me on: 🟦 Linkedin: Timothy Assi 🟪 Instagram: @panic_drop ⬛ X: @timoassi 📧 timothy@panicdrop.com 🟩 Panic Drop Podcast : on your favorite streaming app www.panicdrop.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit panicdrop.substack.com/subscribe

    3 min
  2. Tu 30/6 | Daily Crypto & Macro News

    5 days ago

    Tu 30/6 | Daily Crypto & Macro News

    Happy Tuesday all! If you missed the past 24 hours in crypto and stocks, here's your full recap: 🚨 Major Headlines & Market Moves 🚨 - Nasdaq 100 closed 2.3% higher after President Trump says the U.S. and Iran agreed to halt strikes and resume talks. - Tesla shares gain 5.35%. - Citadel Securities says investors underestimate Fed Chair Kevin Warsh’s commitment to fighting inflation, warning that higher rates could pressure risk assets. - President Trump orders U.S. gasoline retailers to drop gas prices, stating "if retailers don't do this, big problems lie ahead." He also notes gas prices are coming down. - Supreme Court blocks President Trump from removing Federal Reserve Governor Lisa Cook. - U.S. Senator Tim Scott says the Senate should vote on crypto market structure legislation in July. White House Executive Director Patrick Witt highlights passing the Clarity Act in July as a way to celebrate America's 250th birthday. - Odds of the Clarity Act passing into law this year spike to 49% on Polymarket. JPMorgan and Fidelity comment positively on the legislation and the need for a clear U.S. digital asset framework. - Brazil public company OranjeBTC bought 74 BTC for $4.9 million, bringing their total to 3,896 BTC and leading Latin American public companies in Bitcoin holdings. - Michael Saylor's Strategy announces a new framework for a Bitcoin monetization program that allows selling BTC to fund operations, USD reserves, dividends, and repurchases. - JPMorgan says tokenization could modernize the U.S. financial system and that digital assets are moving into its core. 📊 Altcoin Market Updates 📊 - Thailand's central bank unveils a Baht-backed stablecoin for interbank settlement, with public consultation starting before year-end. - UK officially unveils crypto regulations and cuts capital requirements for stablecoin issuers. - Ukraine transfers $8.3 million in seized USDT into state management as it explores a national crypto reserve. - Tom Lee's BitMine buys 27,084 ETH worth $43 million. - A memecoin on Ethereum called YILONGMA gains attention after being mentioned by Elon Musk's Chinese alter ego "YiLong Ma" on X. If you enjoyed this daily roundup, make sure to follow me – I'll see you tomorrow. $BTC $SPY $QQQ $OIL $ETH PS… Want the complete shortcut to trading altcoins with precision (without wasting months on trial-and-error)? Clere to grab the Altcoin Profit Toolkit — 8 structured modules + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader. Written by Timothy Assi, an Elite Popular Investor on eToro. Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only. Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Connect with me on: 🟦 Linkedin: Timothy Assi 🟪 Instagram: @panic_drop ⬛ X: @timoassi 📧 timothy@panicdrop.com 🟩 Panic Drop Podcast : on your favorite streaming app www.panicdrop.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit panicdrop.substack.com/subscribe

    3 min
  3. Mo 29/6 | Daily Crypto & Macro News

    6 days ago

    Mo 29/6 | Daily Crypto & Macro News

    Happy Monday all! If you missed the past 24 hours in crypto and stocks, here's your full recap: 🚨 Major Headlines & Market Moves 🚨 - Michael Saylor hinted at MicroStrategy buying more Bitcoin. - U.S. Senator Cynthia Lummis expressed confidence that the Clarity Act for crypto regulation will pass in the United States. - Binance founder CZ now has a higher net worth than Bill Gates. - Bank for International Settlements warns of AI 'exuberance' risking a lengthy investment bust similar to past railway and dot-com manias. - Central bankers warn an AI bubble could trigger a global financial crisis soon. Chinese hedge funds also flagged the AI "super bubble" risks. - Anthropic surpassed OpenAI in annualized revenue for the first time, reaching a $30 billion run rate versus OpenAI’s $25 billion. - Google placed limits on Meta’s access to its Gemini AI models after Meta requested more computing capacity than Google could supply. - U.S. and Iran agreed to halt strikes and meet this week, though talks were later suspended due to resumed fighting. - Apple is seeking approval from the Trump administration to purchase memory chips from Chinese company CXMT despite its U.S. blacklist status. - Shenzhen will allow robotaxis starting July 1, advancing driverless transport in one of China’s major tech hubs. 📊 Altcoin Market Updates 📊 - Tom Lee’s Bitmine Immersion is down significantly on its ETH holdings. - Crypto traders bought nearly $100K in #SPCX69 on Fomo over the past 72 hours, with the price rallying 20% If you enjoyed this daily roundup, make sure to follow me – I'll see you tomorrow. $BTC $SPY $QQQ $ETH $OIL PS… Want the complete shortcut to trading altcoins with precision (without wasting months on trial-and-error)? Clere to grab the Altcoin Profit Toolkit — 8 structured modules + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader. Written by Timothy Assi, an Elite Popular Investor on eToro. Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only. Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Connect with me on: 🟦 Linkedin: Timothy Assi 🟪 Instagram: @panic_drop ⬛ X: @timoassi 📧 timothy@panicdrop.com 🟩 Panic Drop Podcast : on your favorite streaming app www.panicdrop.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit panicdrop.substack.com/subscribe

    3 min
  4. Sa 27/6 | Daily Crypto & Macro News

    27 Jun

    Sa 27/6 | Daily Crypto & Macro News

    Happy Saturday all! If you missed the past 24 hours in crypto and stocks, here's your full recap: 🚨 Major Headlines & Market Moves 🚨 - U.S. strikes on Iranian targets are ongoing. - President Trump says any country imposing a Digital Services Tax on U.S. tech companies will face 100% tariffs. - California Governor Gavin Newsom says it's time for a national billionaire tax. - Elon Musk's SpaceX is set to join the Nasdaq 100 index on July 7. - BlackRock highlights Bitcoin as a global, open-source system with no central bank or government control. - Bitcoin is currently at a historical level marking the bottom of bear markets, per the Bubble-Free Bitcoin Support Rainbow. - Michael Saylor's MicroStrategy stock has fallen sharply to $82, down over 84% from its November 2024 peak. - OpenAI has released GPT-5.6 limited preview, claiming it surpasses Claude Mythos. - Polymarket has surpassed $1 billion in annualized revenue shortly after its U.S. exchange launch. - South Korea's KOSPI stock market was halted after an 8% crash, triggering a circuit breaker. - Semiconductor sector dropped around 5%, with MU giving back part of its sharp post-earnings gains. - Average U.S. family health insurance premiums continue rising sharply, up 365% since 1999. 📊 Altcoin Market Updates 📊 - 21Shares sold $1.8 million worth of $HYPE, its first recorded reduction in exposure. - MetaWin founder announced the launch of a fully randomized 'hypersonic' Layer 1 blockchain. - $USDT has flipped $ETH in market capitalization. - CryptoPunks #4441 sold for 278 $ETH ($438,893). - Base blockchain experienced downtime for the second time in 24 hours. - Hyperliquid daily HIP-4 outcome volume hit a new all-time high. If you enjoyed this daily roundup, make sure to follow me – I'll see you tomorrow. $BTC $ETH $SPY $QQQ $OIL PS… Want the complete shortcut to trading altcoins with precision (without wasting months on trial-and-error)? Clere to grab the Altcoin Profit Toolkit — 8 structured modules + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader. Written by Timothy Assi, an Elite Popular Investor on eToro. Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only. Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Connect with me on: 🟦 Linkedin: Timothy Assi 🟪 Instagram: @panic_drop ⬛ X: @timoassi 📧 timothy@panicdrop.com 🟩 Panic Drop Podcast : on your favorite streaming app www.panicdrop.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit panicdrop.substack.com/subscribe

    3 min
  5. Fr 26/6 | Daily Crypto & Macro News

    26 Jun

    Fr 26/6 | Daily Crypto & Macro News

    Happy Friday all! If you missed the past 24 hours in crypto and stocks, here's your full recap: 🚨 Major Headlines & Market Moves 🚨 - Bitcoin briefly touched $58,000 before recovering above $59,500. - 53% of all Bitcoin in circulation is now held at an unrealized loss, while 37.9% of supply has remained unmoved for over 4 years. - Kalshi traders see a 75% chance of Bitcoin hitting $50,000 before $100,000. - The US Dollar Index hit a 1-year high as major hard assets declined sharply, with Bitcoin down 53%, gold -29%, and silver -52% from their peaks. - South Korea's KOSPI stock market halted after an 8% crash, triggering a circuit breaker. - Micron became the most traded stock in the US. Michael Burry closed his short position in Palantir. - Microsoft announced price hikes for Xbox devices due to rising memory chip costs. - Apple plans to skip high-end M6 Mac chips in favor of an AI-focused M7 lineup and saw its shares fall after price hike announcements. - SpaceX is planning a 'Starpipe' natural gas pipeline for Starship and could potentially acquire T-Mobile to advance wireless goals, according to analysts. - US new home supply crossed above 10 months' worth, a level typically seen in recessions. Health insurance premiums for the average US family have risen 365% since 1999. - Nearly 60% of S&P 500 stocks now carry Buy ratings from analysts, the highest level on record. 📊 Altcoin Market Updates 📊 - Coinbase's Base blockchain experienced downtime for over an hour with unhealthy block production. - The primarily STRC-backed synthetic stablecoin apxUSD depegged significantly, trading below $0.80 at one point. - Kraken is in talks to acquire a 15% stake in DeFi lender Aave. - Hyperliquid reached a record 8.6% share of aggregate perpetual open interest versus centralized exchanges. - MicroStrategy shares fell notably amid broader market pressure, while Michael Saylor's firm shows large unrealized losses on Bitcoin holdings. If you enjoyed this daily roundup, make sure to follow me – I'll see you tomorrow. $BTC $ETH $SPY $QQQ $OIL PS… Want the complete shortcut to trading altcoins with precision (without wasting months on trial-and-error)? Clere to grab the Altcoin Profit Toolkit — 8 structured modules + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader. Written by Timothy Assi, an Elite Popular Investor on eToro. Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only. Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Connect with me on: 🟦 Linkedin: Timothy Assi 🟪 Instagram: @panic_drop ⬛ X: @timoassi 📧 timothy@panicdrop.com 🟩 Panic Drop Podcast : on your favorite streaming app www.panicdrop.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit panicdrop.substack.com/subscribe

    3 min
  6. Th 25/6 | Daily Crypto & Macro News

    25 Jun

    Th 25/6 | Daily Crypto & Macro News

    Happy Thursday all! If you missed the past 24 hours in crypto and stocks, here's your full recap: 🚨 Major Headlines & Market Moves 🚨 Bitcoin reclaims $61,000 after briefly dipping below $60,000, its lowest level since October 2024. More than 50% of all Bitcoin is underwater, a level that has historically marked bear market bottoms. Charles Schwab officially rolls out Bitcoin trading for its $12.6 trillion in assets under management. A Hong Kong public company buys 208 BTC for $13.5 million. Senator Cynthia Lummis states that if the U.S. purchased more than 5% of total Bitcoin supply it could erase much of the $39 trillion national debt. US House Chairman French Hill says the Clarity Act has bipartisan support and is close to passing. President Trump says the United States will have an “economic boom the likes of which no nation has ever seen before” and emphasizes the need for low interest rates. Micron reports $41.5 billion in Q2 2026 revenue, beating expectations with massive year-over-year growth across cloud, data center, mobile, and auto segments. US money supply grows 5.6% year-over-year, the largest increase since June 2022. Brent crude oil falls to $75 per barrel, its lowest since February, while spot silver drops 8% to $56.80/oz. President Trump orders the DOJ to investigate big oil companies for artificially inflating gas prices. Iran moves $3.84 billion through CoinEx to bypass US sanctions. Nearly 90,000 crypto traders are liquidated in the past 24 hours. MicroStrategy shares are down over 80% from their highs, with comparisons drawn to the dot-com bust drawdowns. 📊 Altcoin Market Updates 📊 Solana-based tokenized assets flip memecoins in 24-hour spot volume on Solana. Coinbase announces Luxembourg as its official MiCA home in the EU. Binance withdraws its MiCA license application in Greece to pursue authorization in another EU member state. If you enjoyed this daily roundup, make sure to follow me – I’ll see you tomorrow. $BTC $ETH $SOL $SPY $MU PS… Want the complete shortcut to trading altcoins with precision (without wasting months on trial-and-error)? Clere to grab the Altcoin Profit Toolkit — 8 structured modules + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader. Written by Timothy Assi, an Elite Popular Investor on eToro. Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only. Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Connect with me on: 🟦 Linkedin: Timothy Assi 🟪 Instagram: @panic_drop ⬛ X: @timoassi 📧 timothy@panicdrop.com 🟩 Panic Drop Podcast : on your favorite streaming app www.panicdrop.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit panicdrop.substack.com/subscribe

    3 min
  7. We 24/6 | Daily Crypto & Macro News

    24 Jun

    We 24/6 | Daily Crypto & Macro News

    Happy Wednesday all! If you missed the past 24 hours in crypto and stocks, here's your full recap: 🚨 Major Headlines & Market Moves 🚨 - US House officially passes bill to ban the Federal Reserve from creating a CBDC until 2030. The Senate previously passed a similar measure, with the bill expected to head to the president. - Congress schedules a hearing for the Clarity Act on July 17, as the Trump administration works on bipartisan support to pass it before the August recess. - Senate to release crypto tax legislation as early as fall 2026. - $1 trillion wiped out from the US stock market yesterday, with the S&P 500 falling around 1.4 percent. - Google added to the Dow Jones Industrial Average, replacing Verizon. - President Trump orders DOJ to launch investigation into big oil companies for artificially inflating gas prices. - Steak 'n Shake reports it is still saving 50 percent in processing fees by accepting Bitcoin. - Adam Back states Bitcoin is cheap and represents a good entry point for capital deployment. - Public company Strive CEO says the firm has been buying Bitcoin aggressively, quadrupling holdings even in a bear market. - Ric Edelman notes that 95 percent of institutions without Bitcoin or crypto exposure plan to allocate this year, viewing the Clarity Act as a potential pivot point. - Tokenized assets on-chain have grown 589 percent to $31 billion since 2025, per Binance. - Chinese supercomputer surpasses US record to become the world's fastest. - ARK Invest purchased more than 210,000 shares of Spcx worth at least $32 million after a sharp decline. - Tsla shares fell nearly 4 percent. - Mark Zuckerberg directed Meta to create a prediction markets app. 📊 Altcoin Market Updates 📊 - Vitalik Buterin announces the Ethereum Foundation is decreasing its budget by roughly 40 percent this year as it transitions to a long-term endowment model with lower annual spending targets. - ETF clients bought over $5 million worth of Xrp, with total ETF-held net assets approaching $1 billion. - Ethereum Foundation concludes reorganization, cutting about 20 percent of its workforce as part of broader mandate and treasury policy implementation. - Solana-based tokenized equities saw 24-hour volume hit $380 million, driven by platforms including xStocks, Backpack, and Sunrise Defi. Tokenized Mu and others showed strong liquidity. - Spcx perpetual futures on Hyperliquid surpassed $1 billion in 24-hour volume. If you enjoyed this daily roundup, make sure to follow me – I'll see you tomorrow. $BTC $ETH $SOL $SPY $QQQ PS… Want the complete shortcut to trading altcoins with precision (without wasting months on trial-and-error)? Clere to grab the Altcoin Profit Toolkit — 8 structured modules + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader. Written by Timothy Assi, an Elite Popular Investor on eToro. Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only. Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Connect with me on: 🟦 Linkedin: Timothy Assi 🟪 Instagram: @panic_drop ⬛ X: @timoassi 📧 timothy@panicdrop.com 🟩 Panic Drop Podcast : on your favorite streaming app www.panicdrop.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit panicdrop.substack.com/subscribe

    3 min

About

This podcast gives you a fast daily recap of the biggest crypto and financial market headlines. It’s made to sound like a smart friend catching you up with just sharp insights in a few minutes. panicdrop.substack.com

You Might Also Like