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. Mo 15/6 | Daily Crypto & Macro News

    7h ago

    Mo 15/6 | 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 🚨 - President Trump announces the US-Iran peace deal is complete, with the Strait of Hormuz now open for toll-free passage. - Oil prices crash around 4% following the US-Iran peace agreement. - Bitcoin reclaims and pumps above $65,000 amid the geopolitical developments and market reaction. - Michael Saylor hints at MicroStrategy buying more Bitcoin. - $150 million worth of shorts liquidated across the crypto market following the peace deal announcement. - UK, France, Germany, and Italy ready to lift sanctions on Iran after the US peace deal. - Elon Musk states SpaceX could reach $1 trillion in revenue by 2030. - Odds of crypto market structure legislation becoming law before August fall to 19% per Kalshi traders. - 55% chance of Bitcoin hitting $50,000 before $100,000 according to Kalshi traders. 📊 Altcoin Market Updates 📊 - Ethereum surpasses $1,700 and Solana reaches $70 as crypto bounces on the US-Iran peace deal news. - Polymarket flips Hyperliquid in 24-hour revenue per DefiLlama data. - Hyperliquid hits a record 8.3% share of aggregate perpetual open interest versus centralized exchanges. 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. Sa 13/6 | Daily Crypto & Macro News

    2d ago

    Sa 13/6 | 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 🚨 SpaceX completes the largest IPO in history and begins trading on Nasdaq under ticker $SPCX. Shares surge sharply after opening well above the $135 IPO price, pushing the company’s market cap above $2 trillion and briefly making it one of the top 6-7 largest companies in the world by market cap. Elon Musk becomes the world’s first trillionaire as SpaceX shares trade actively on debut day, with hundreds of millions of shares changing hands in a single session. SpaceX discloses holdings of 18,712 BTC, instantly ranking it among the largest public corporate Bitcoin holders. Bitcoin climbs to $64,133 after bouncing cleanly off its 200-week moving average Standard Chartered declares the Bitcoin bear market bottom is in at $59,000 and welcomes the start of “crypto Spring.” The White House signals optimism that the crypto Clarity Act can be passed by July 4th, with officials noting significant behind-the-scenes progress. Iran and the US advance toward a potential agreement referred to as the “Islamabad Agreement,” with Iranian officials stating that understandings have been reached on a large portion of issues and that final internal conclusions are near. Iran emphasizes it will not surrender control of the Strait of Hormuz in any deal with the US. Crypto derivatives platforms see explosive interest in SpaceX exposure, with Hyperliquid’s $SPCX pre-IPO perpetual futures surpassing $1 billion in 24-hour volume and hundreds of millions in open interest. Some crypto platforms encounter issues delivering SpaceX-related products, leading to canceled campaigns and full refunds for users on certain exchanges. The DOJ approves Paramount’s $110 billion acquisition of Warner Bros. The US government orders Anthropic to suspend foreign access to its Mythos Fable 5 AI model over national security concerns. 📊 Altcoin Market Updates 📊 Zcash passes a comprehensive security audit conducted with Anthropic’s Mythos, with no additional serious bugs identified in the protocol. Solana outperforms several centralized exchanges by bringing SpaceX-related trading products to market first and handling demand without downtime or service issues. Hyperliquid’s native token reclaims the $60 level amid heavy platform activity driven by high-volume perpetual markets. If you enjoyed this daily roundup, make sure to follow me – I’ll see you tomorrow. $BTC $ETH $SPACEX $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
  3. Fr 12/6 | Daily Crypto & Macro News

    3d ago

    Fr 12/6 | 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 🚨 - SpaceX priced its record IPO at $135 per share, raising $75 billion through the sale of over 555 million shares and hitting a $1.77 trillion valuation, with projections exceeding $2 trillion and retail orders surpassing $100 billion. - The United States officially became the world’s largest oil producer and exporter, surpassing Saudi Arabia. - $1.15 trillion was added to the U.S. stock market in a single day, with the S&P 500 rallying 1.75%. - U.S. PPI rose to 6.5%, beating expectations. For the first time since 2023, U.S. prices are now rising faster than wages. - The ECB and Denmark each hiked rates by 25 basis points for the first time since 2023 amid rising global inflation pressures. - BlackRock filed an 8-A form for its Bitcoin Premium Income ETF, which typically signals a launch within about one week. - Bitcoin now has an 81% chance of pumping back above $65,000 this month according to Polymarket. - U.S. Senator Cynthia Lummis said a Strategic Bitcoin Reserve has “generational” upside. - CFTC Chair Mike Selig said the Clarity Act will help future-proof Bitcoin and crypto by setting clear rules and ending regulation by enforcement and opaque guidelines. - Hungary plans to decriminalize Bitcoin and crypto trading. - Bitcoin and Gold are the two worst-performing major assets year-to-date in 2026, while emerging markets/international stocks, small/mid caps, and value stocks have outperformed U.S. large caps and most of the Magnificent 7. - X added “Big Charts” for crypto and stock tickers directly on the timeline. - Citigroup plans to launch tokenized securities of private companies. 📊 Altcoin Market Updates 📊 - XRP was recognized in Fortune Magazine’s inaugural FortuneCrypto100 ranking of the most influential blockchain projects. - Kalshi launched $HYPE perpetuals trading, with the token also listed on Public. Fomo separately announced perpetuals powered by Hyperliquid and Trade.xyz. - The $MATCH token on Solana surged 55% today as the leading World Cup token ahead of the opening ceremonies. - Coinbase introduced “Coinbase for Agents,” enabling AI agents to autonomously execute trades, manage portfolios under guardrails, and pay for data/research tools. - The Solana Foundation said the $SPCX IPO will be available on Solana as soon as it launches anywhere. - Cardano co-founder Charles Hoskinson announced plans to create a well-moderated Discord for a community migration away from X to enable more positive and productive discussions. - $SPCX pre-IPO perpetuals on Hyperliquid surpassed $150 million in open interest. - Michael Saylor stated that confidence in Ethereum has collapsed amid intense competition from other chains and L2s, which will succeed or fail based on real utility. If you enjoyed this daily roundup, make sure to follow me – I'll see you tomorrow. $BTC $ETH $SOL $SPY $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. Th 11/6 | Daily Crypto & Macro News

    4d ago

    Th 11/6 | 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 🚨 - U.S. inflation rose to 4.2%, with President Trump commenting that he loves inflation. - $1.1 trillion was wiped from the U.S. stock market. - The Warren Buffett Indicator hit its highest level ever, signaling the stock market is significantly overvalued. - SpaceX’s IPO has attracted demand for more than four times the shares available, with retail traders reportedly borrowing money to chase it. - Senator Cynthia Lummis stated that other nations are accumulating Bitcoin quietly and that the U.S. should do it loudly by law. - MicroStrategy CEO Phong Le reaffirmed that the company will continue to be the largest buyer and holder of Bitcoin in the world. - Polymarket now gives a 63% chance that Bitcoin will pump back above $65,000 this month. - Interest expense on U.S. public debt hit a record $1.3 trillion over the last 12 months and is on track to become the largest line item in the federal budget. - Oracle reported strong Q4 results with cloud revenue up 47% year-over-year to $9.9 billion and beat earnings expectations. - U.S. sanctions were imposed on multiple Chinese companies for supporting Iran, amid ongoing geopolitical tensions. 📊 Altcoin Market Updates 📊 - Total staked Solana supply value hit its lowest level since early December 2023. - NEAR Protocol announced that Hyperliquid’s Hypercore is now live on NEAR Intents. If you enjoyed this daily roundup, make sure to follow me – I'll see you tomorrow. $BTC $ETH $SPX500 $NSDQ100 $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. We 10/6 | Daily Crypto & Macro News

    5d ago

    We 10/6 | 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 🚨 - U.S. strikes on Iran targeted air defence and radar systems around the Strait of Hormuz; Iran's Foreign Minister insisted Hormuz is not international waters. - President Trump hinted at a Marshall Plan-style Iran reconstruction while saying the U.S. would take half of Iran's oil in return; reports indicate Iran may accept a 15-year uranium enrichment suspension. - Odds of the next Fed rate hike before 2027 surged to 52% on Kalshi prediction markets. - Big Tech AI infrastructure spending by Google, Amazon, Microsoft and Meta is projected to hit $670 billion this year — 2.1% of GDP, exceeding the scale of 1850s U.S. railroad investment. - AI hyperscalers issued $159 billion in new debt in the first five months of 2026, up 47% from all of last year. - Google sold $85 billion of stock — more than the largest IPO in history — to fund its AI boom. - Emerging Markets earnings are expected to rise nearly 50% in 2026 after a decade of annual disappointments, with TSMC, Samsung and SK Hynix alone driving over half the growth via AI capex. - SpaceX plans to begin testing AI data centers in space next year. - The White House will host law enforcement groups to address Clarity Act concerns, while major crypto firms urged Congress to add legal protections for developers in the bill. - Over $233 million in crypto longs were liquidated in the past 24 hours. - Blockstream CEO Adam Back discussed Bitcoin's sovereign and pension adoption curve, advised buying dips, and stated quantum computing poses no current threat to Bitcoin. - Policy advocates called for de minimis tax exemptions on small Bitcoin transactions to support real-world use. - Billionaire Tim Draper said Bitcoin is more secure than dollars in bank accounts and dismissed quantum risks. - Binance founder CZ said Bitcoin "won't be dead for too long" and told investors "Don't panic." - El Salvador now holds 7,677 BTC worth approximately $480 million, five years after its Bitcoin Law. - The Trump family has generated $2.3 billion in profits from crypto ventures. 📊 Altcoin Market Updates 📊 - $MATCH launched as the top Solana token ahead of the World Cup, offering a simple interface for outcome predictions and big USDC prize wins. - Ansem announced he is buying memecoins on Solana and posted a photo of his dog Nico, “The Good Lord Dog.” - NEAR Protocol went live with Hyperliquid perps, enabling deposits of any asset from 35+ chains into 50+ markets with up to 40x leverage. - The $SPCX pre-IPO perpetual on Hyperliquid surpassed $100 million in open interest. - Humanity Protocol reported a security incident with compromised private keys, warned users to avoid its bridge and liquidity pools, and saw its token $H drop ~80%. - Binance stock trading surpassed $400 million in assets under management just one week after launch. 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. Tu 9/6 | Daily Crypto & Macro News

    6d ago

    Tu 9/6 | 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🚨 - Michael Saylor's Strategy bought 1,550 BTC worth around $98-101 million this week (after selling 32 BTC last week). - Public company Strive bought 32 Bitcoin for approximately $2.1 million. - Bernstein highlights Bitcoin attracting about $12 billion in combined inflows from ETFs and treasury companies this year, viewing it as a long-term store of value. - Investment research firm Brownstone states that not buying this Bitcoin dip will be remembered as a mistake, similar to missing the 2022 crash, with Wall Street acquiring exposure amid building momentum and expected CLARITY Act passage. - Coinbase's John D'Agostino notes institutional investors and governments are buying Bitcoin at a discount, seeing it as even more attractive at current levels compared to higher prices. - CFTC Chairman Mike Selig and Congressman Bryan Steil are working to deliver regulatory clarity and position the US as the crypto capital of the world. - 59% chance of BTC hitting $50,000 before $100,000 according to Kalshi traders. - Citigroup maintains its 6-12 month gold price target at $5,000/oz. - OpenAI confidentially files for IPO. - Apple falls nearly 5% after its biggest AI update, wiping out $230 billion from its market cap. - Bank of America advises investors to take profits citing too many red flags in the stock market. - Nvidia CEO Jensen Huang says AI stocks are very cheap right now. - SpaceX’s Nasdaq IPO reported as well oversubscribed. - President Trump approval rating near lowest level of his political career per Reuters/Ipsos poll. 📊 Altcoin Market Updates📊 - Tom Lee's BitMine buys 126,971 ETH worth $213 million. - Coinbase announces BNB and HYPE monthly and perpetual-style futures now live on Coinbase Derivatives. - Hyperliquid's HyperEVM USDC supply surpasses $5 billion, with Coinbase as the official deployer of its USDC treasury wallet. - TON blockchain community votes to rename native token from TON/TONCOIN to GRAM per Telegram proposal. If you enjoyed this daily roundup, make sure to follow me – I'll see you tomorrow. $BTC $ETH $AAPL $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
  7. Mo 8/6 | Daily Crypto & Macro News

    Jun 8

    Mo 8/6 | 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 🚨 - President Trump says he thinks the U.S. is "very close to reaching an agreement with Iran," with only "two outstanding points" that are not big ones. - Bitcoin surged around 5% to $64,000 following positive signals on an Iran deal. - Huge short liquidations occurred in the crypto market, with $320 million wiped out in a short period. - Michael Saylor hinted at further Bitcoin accumulation, describing it as "a good time to add more dots." - South Korea's KOSPI stock market halted trading after an 8.4% crash, triggering a circuit breaker. - Elon Musk is projected to potentially become the world's first trillionaire with SpaceX's IPO on June 12th. - S&P 500 earnings growth is expected at 25% this year, driven heavily by big tech gains — levels rarely seen outside post-recession periods. - Apple is trading at over 10x sales, marking the highest valuation in the company's history. - The S&P 500 ETF dividend yield has dipped below 1%, nearing all-time lows. 📊 Altcoin Market Updates 📊 - Solana is forecasted by Kalshi traders to potentially reach a low of $57 this month. - Hyperliquid achieved record highs in weekly revenue and its share of perpetual futures open interest. - Solana perp DEX volumes remain at lows compared to competitors like Hyperliquid. If you enjoyed this daily roundup, make sure to follow me – I'll see you tomorrow. $BTC $ETH $SPX500 $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

    2 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