Panic Drop Podcast

Panic Drop - Timothy Assi
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  • Investing
  • Updated Daily

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. 9h ago

    Sa 24/10 | 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 🚨 - $BTC is trading around $80,900, down about 1% in 24 hours. - BlackRock and other spot Bitcoin ETF issuers sold $635.5M worth of Bitcoin, while BlackRock’s ETF wallets moved 3,215 Bitcoin worth $262.41M to Coinbase Prime within 2 hours. - Bitcoin climbed back above its 200 day average against the Nasdaq, breaking a streak of 235 sessions below it. - Franklin Templeton got Nasdaq approval to list two new Bitcoin ETFs, FBEQ and FIBT, that reinvest dividends from US stocks into Bitcoin. - CME Group recorded $326.7B in Bitcoin derivatives volume in Q3 and says Bitcoin primarily functions as a decentralized store of value. - CZ says every time people declared Bitcoin dead, it was the best time to buy, while Blockstream’s CMO says institutions are "poised for a big bull run". - Israeli Prime Minister Netanyahu asked for a crypto and blockchain plan to counter potential financial sanctions on Israel. - A UAE led operation tracked over $39B in fraudulent funds and crypto assets, leading to more than 960 arrests. - On Friday the Dow closed down 1.2%, the S&P 500 down 0.5% and the Nasdaq down 0.2%, while for the week the Russell 2000 gained 2% and small caps snapped a six week losing streak. - Brent oil surged 3.1% to $116.72, lifting energy stocks, and is up 6.2% this week. - The October PMI came in strong at 57.6, but selling price inflation hit its fastest pace since 2022 and consumer sentiment dropped to 48, the second lowest on record. - SpaceX $SPCX reportedly wants access to 80,000 US cell sites as it explores becoming a fourth nationwide carrier, sending $CCI up 7% while $T, $VZ and $TMUS fell 3 to 4%. - A tanker carrying 40,000 tons of Russian diesel is heading to New York following an agreement with President Trump. - OpenAI’s autonomous AI systems tried to stop employees from monitoring their actions, while Anthropic says its newer models are less likely to launch attacks on their own. - The UK government urged citizens to stockpile three days of emergency food and water due to growing cyberattack threats. - Americans now spend nearly 2x more time watching YouTube than Netflix $NFLX on their TVs. - American Express $AXP posted record revenue of $20.06B and raised its full year EPS guidance to $17.60 to $17.90, while SLB beat with $9.45B in revenue and Data Center Solutions up 76%. - Robert Half $RHI jumped about 10% as hiring recovers, and Eni doubled its profits with shares at 18 year highs. - Next week all eyes are on the Fed and earnings from $MSFT, $GOOGL and $AMZN. 📊 Altcoin Market Updates 📊 - $ETH is trading around $2,384, down about 1% in 24 hours, as Ethereum ETF issuers sold $110.5M worth of Ethereum. - JPMorgan expanded its two Ethereum based tokenized money market funds, MONY and JLTXX, to Solana. - Grayscale’s spot $ZEC ETF posted 4 straight days of inflows, totaling $51.5M. - Backpack’s securities issued $NVDA and $AAPL tokens went live on Solana. - Hyperliquid’s 24 hour app revenue is now 74% of Solana’s. - Wells Fargo, Intuit and 20 other companies oppose tokenized trading of their stocks on OKX. - Kalshi traders see $XRP hitting a high of $1.80 this year, while Franklin ETF clients bought another $3.55M worth of $XRP. - Argentina dropped its criminal investigation into President Javier Milei over the $LIBRA memecoin scandal. - $GROKLET is gaining traction as Grok’s new ad campaign on X features its mascot Groklet, and Elon Musk liked another post from its account. If you enjoyed this daily roundup, make sure to follow me, I’ll see you tomorrow! $BTC $SPY $QQQ $OIL $SMH Looking to profit from altcoins? Here’s a FREE 5-day email course! Get instant access here: https://panicdrop.kit.com/5dayaltcoincourse Avoid the mistakes killing 97% of traders. Master the charts & time your entries using Bitcoin’s signals. 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. 1d ago

    Fr 23/10 | 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 🚨 - $BTC is trading around $81,750, down about 1% in 24 hours, as $383M in long positions were liquidated across the crypto market. - US spot Bitcoin ETFs saw $528M in inflows yesterday, bringing this week’s total to $1.07B so far. - Bitcoin dominance climbed past 60%, its highest level in 5 months, as new capital keeps flowing into Bitcoin. - Bitcoin’s hashrate jumped to its highest level in 7 months, even as some miners shift to AI infrastructure. - Alpha Modus acquired 3,170 Bitcoin worth $258M in Q3. - Robinhood $HOOD got approval from the Dubai Financial Services Authority to launch Bitcoin and crypto trading in the Middle East, while Bybit also received approval to operate in Dubai. - Stand With Crypto reports that 67 million Americans now own crypto. - Over $750B was wiped out from the US stock market at the open, and the Nasdaq closed down 2.6% and the S&P 500 down 1.2% while the Dow ended flat, as semiconductors sank about 6.5% and money rotated into defensive sectors. - Oil topped $112 as Brent crude jumped about 3% on renewed Middle East supply fears. - Gold and silver dumped, with spot silver down nearly 5% at $55.17, while central banks are quietly stockpiling 4x more gold than usual and moving it out of the US. - $200B in SpaceX $SPCX shares officially unlocked for trading, as BofA raised its price target to $275 from $235. - The US Treasury proposed new rules to block American investments in AI and semiconductors for certain foreign countries. - Morgan Stanley, Bank of America, JPMorgan and Wells Fargo detected unauthorized AI agents accessing customer accounts and trying to act without user instructions. - Barclays $BCS plans to cut about 5,000 jobs this year as it pushes into AI and automation. - China’s stock market officially entered a bear market. - Kalshi traders see an 88% chance the Fed holds rates this month, while Turkey cut rates by 100 bps to 36%. - Western Digital $WDC beat with $4.38B in revenue and guided Q2 revenue to $5.1B, up 69%, while Bloom Energy $BE grew revenue 138% and raised its full year guidance. - Spotify $SPOT jumped 8% on 306M paying subscribers, while Lam Research $LRCX fell 10% despite beating earnings, and RingCentral $RNG surged about 12% after hours. - Earnings today before the bell: $AXP and $SLB headline the slate. 📊 Altcoin Market Updates 📊 - $ETH is trading around $2,407, down about 1% in 24 hours. - Circle minted 1.5B $USDC on Solana in the past 24 hours. - SoFi $SOFI launched FDIC insured tokenized deposits. - Franklin ETF clients bought $2.25M worth of $XRP. - Uniswap’s aggregator hooks went live on Ethereum, Base and Robinhood Chain, with Fluid, Curve and PancakeSwap among the external liquidity sources at launch. - Morpho now lets users borrow stablecoins against Robinhood stock tokens as collateral. - Backpack’s securities issued $AMZN token goes live on Solana via Sunrise. - NEAR Protocol launched Hyperliquid powered cross margin, letting positions share one perps balance as margin. - Square Tech signed an MOU with GOAT Network to explore AI agent powered stablecoin payments in South Korea. - Fomo says its crosschain swaps now land in under 1 second. - Bubblemaps says the trader behind the viral $TRUMP win didn’t make $40M, tracing only $6M in profits. - $MACCA surges on Robinhood Chain as traders speculate on GTA 6’s Macca the Gator mascot. - In France, three masked men tied up a couple in their 60s at home at 3am, demanding crypto before fleeing with a laptop and phone. If you enjoyed this daily roundup, make sure to follow me, I’ll see you tomorrow! $BTC $SPY $QQQ $OIL $SMH Looking to profit from altcoins? Here’s a FREE 5-day email course! Get instant access here: https://panicdrop.kit.com/5dayaltcoincourse Avoid the mistakes killing 97% of traders. Master the charts & time your entries using Bitcoin’s signals. 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. 2d ago

    Th 22/10 | 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 🚨 - $BTC hit $84,003 and is now 25% above its 200 week moving average, a level it has always bounced from on the way to new highs. - US spot Bitcoin ETFs have seen $549.9M in inflows over the past two trading sessions, with BlackRock ETF clients buying another $29.86M worth of Bitcoin. - Polymarket now shows a 67% chance that Bitcoin will be above $90,000 this year, while Kalshi traders see it going as high as $87,000 this month. - Tesla $TSLA didn’t sell any of its $972M in Bitcoin in Q3, and SpaceX $SPCX didn’t sell any of its 18,712 Bitcoin either. - Look Into Bitcoin’s Head of Research says 1% of global capital invested into Bitcoin would mean a price of about $275,000. - President Trump is set to announce a crackdown on crypto scams targeting Americans. - The US Treasury Department moved to buy back up to $750M in longer term debt. - Meta $META posted record Q3 revenue of $64.6B, up 26% and a $1.1B beat, but free cash flow turned negative at $2.1B, its first negative quarter since going public in 2012, as AI infrastructure spending jumped 80% to $34.9B. - Meta now expects 2026 capex of $135B to $145B, up from $72B in 2025, while Reality Labs lost another $4.1B, bringing its losses since 2020 to $92B. - A judge ordered Meta to pay $25B for misleading users about their privacy, and Mark Zuckerberg is considering leaving California if it passes the 5% billionaire tax. - Tesla’s Q3 revenue was flat at $28B and operating income fell 56% to $718M, but free cash flow of $1.53B crushed estimates of $4.51B negative. - Elon Musk confirms Tesla and SpaceX have formed independent committees to explore a potential merger that could create a company worth about $3.5T. - SpaceX surged over 15% to $163 after JPMorgan more than doubled its price target to $500 from $240, with Cantor raising to $345 and Barclays to $300. - IBM $IBM and Texas Instruments $TXN both delivered double beats, with TI’s operating profit up 73%, while SAP $SAP posted its first €10B quarter. - Lam Research $LRCX sank over 6% after hours despite record earnings, as its guidance came in only in line. - Supermicro $SMCI jumped about 9% after raising its preliminary Q1 revenue to $18.5B to $19.5B, up from $14.5B to $15.5B. - BlackRock CEO Larry Fink says “slowing down AI buildout could hurt the economy.” - Iran says it is preparing to unveil a new weapon it calls the “Father of All Bombs.” - Earnings today before the bell: $LMT, $NOK, $CMCSA, $BX, $AAL and $VLO headline, as Nokia and NVIDIA announce the first AI RAN call on a live T Mobile network. 📊 Altcoin Market Updates 📊 - The US has officially finalized its stablecoin rules under the GENIUS Act, set for implementation next January, with the Treasury saying they “cement American dominance in digital assets.” - $ETH climbed back to $2,500. - Ripple launches 24/7 institutional stock trading via Ripple Prime, accepting $RLUSD as collateral. - Japanese visitors may soon pay with yen stablecoins in South Korea under a Shinhan and SBI pact. - Solana’s Alpenglow upgrade goes live on mainnet beta, cutting finality from 12.8 seconds to 150 milliseconds. - Backpack’s securities issued $META token goes live on Solana via Sunrise. - $LIT is up over 20% in 24 hours on reports that Lighter will apply for a US license next month and plug into Robinhood’s US crypto offering once approved. - Hyperliquid’s HLP vault PnL hits a new all time high. - $ZEC reclaims $1,300. - Dogecoin Labs launches in partnership with the Dogecoin Foundation, bringing together the MyDoge wallet, the DogeOS app platform and a payments product. - Pumpfun says its new Pump Bridge is 2x faster with 12x fewer errors than its rival. - The trader who made $47M on TRUMP last year has bought a new $TRUMP meme coin on PumpFun. - Papertrade’s 24 hour revenue dropped from $1.45M to $183,261 in just one day, after hitting $25.24M on its launch day. If you enjoyed this daily roundup, make sure to follow me, I’ll see you tomorrow! $BTC $SPY $QQQ $OIL $SMH Looking to profit from altcoins? Here’s a FREE 5-day email course! Get instant access here: https://panicdrop.kit.com/5dayaltcoincourse Avoid the mistakes killing 97% of traders. Master the charts & time your entries using Bitcoin’s signals. 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

  4. 3d ago

    We 21/10 | 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 🚨 - BlackRock's Bitcoin ETF IBIT pulled in $664M on Monday, its strongest day since October 2025, while US spot $BTC ETFs saw $526.7M in total inflows. - Switzerland's regulator FINMA has approved the country's first spot Bitcoin ETF for retail investors. - JPMorgan predicts Bitcoin will outperform US stocks, gold and real estate over the next 10 years. - Michael Saylor says the Bitcoin bull market has started after bouncing off the 200 week moving average, and that Bitcoin is "definitely" moving back into six figures. - Fidelity Digital Assets calls Bitcoin a compelling investment "in an era of currency debasement and inflation." - Strive's SATS has officially IPO'd on the Nasdaq, raising $630M to buy more Bitcoin and income generating assets. - $119M in crypto short positions were liquidated in just 60 minutes as Bitcoin pushed above $83,000. - France's parliament advances legislation to impose a 31.4% capital gains tax on crypto to stablecoin transactions. - SpaceX $SPCX crushed Q3 with revenue up 161% to $14.6B, a $1.6B beat, as AI revenue jumped 830% and capex hit $19.6B. - Elon Musk says SpaceX could generate $1 trillion in annual revenue by the end of 2027, and Citigroup raised its SpaceX price target to $240 from $200. - Netflix $NFLX posted record revenue of $12.9B, but shares fell about 5% on weak Q4 guidance and an ad revenue outlook cut to $2.7B from $3B. - Capital One $COF jumped about 6.5% after hours as profits beat and credit losses eased, while Intuitive Surgical $ISRG plunged about 11% despite strong beats. - Salesforce $CRM is buying Braze for $5.7B at a 58% premium, sending Braze up 51%. - GE Aerospace $GE and RTX $RTX raised their full year guidance after big beats, while GM $GM sank about 6% despite a beat and a new $20B buyback. - AI related bond issuance has surged to $419B so far in 2026, 90% higher than all of 2025. - China's central bank will inject up to 1 trillion yuan ($149.45B) daily through overnight reverse repos from October 21 to November 2. - The US is set to offer Putin in person talks with Zelenskiy and Trump, according to Politico. - Earnings today before the bell: $ABT, $TMO, $PM, $DHR and $NEE headline, with $T and $CME also reporting. 📊 Altcoin Market Updates 📊 - Crypto rallied with stocks on Tuesday, with $ETH up 2.15% and $XRP up 2.50%. - Robinhood's crypto chain has flipped Hyperliquid in DeFi TVL. - Kalshi now captures over 80% of monthly prediction market volume, leaving Polymarket with less than 20%. - NEAR launches NEAR Business, a confidential multisig treasury that lets crypto teams pay, swap and allocate capital across 35+ chains. - OpenSea's mobile app is now open to everyone, covering memes, art, trading cards and perps across 25+ chains. - DefiLlama and Trueo launch prediction markets on protocol revenue and exploit odds. - Bramble, a Starknet native self custody wallet built by the Starknet Foundation, goes live. - A smart trader on Hyperliquid now holds 113,263 $HYPE worth $8.97M after $12.89M in trading profits. - Crypto analyst Murad says, "The crypto bull cycle hasn't even begun yet." If you enjoyed this daily roundup, make sure to follow me, I'll see you tomorrow! $BTC $SPY $QQQ $OIL $SMH Looking to profit from altcoins? Here’s a FREE 5-day email course! Get instant access here: https://panicdrop.kit.com/5dayaltcoincourse Avoid the mistakes killing 97% of traders. Master the charts & time your entries using Bitcoin’s signals. 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

  5. 4d ago

    Tu 20/10 | 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 267 $BTC for $22.1M, while spending $193.1M buying back its $STRC preferred stock. - Strive bought 1,223 Bitcoin for about $100M at an average price of $81,734, bringing its holdings to 36,818 Bitcoin worth about $3B. - Japan’s Metaplanet will buy Super League for 2,100 Bitcoin and $2.5M, giving the 2nd largest corporate Bitcoin holder a US listed Bitcoin treasury platform. - Bitcoin reclaimed $83,000 and is bouncing off its 50 day moving average, a level that has historically signaled the start of a bull market. - Bitcoin is now less volatile than 57% of S&P 500 companies, according to Grayscale. - Polymarket now shows a 56% chance that Bitcoin will be above $90,000 this year. - Germany’s Sparkassen, Europe’s largest banking network, launches crypto trading, allowing its 40 million customers to buy and sell Bitcoin, Ethereum, XRP and Solana. - Deutsche Bank targets an Asia crypto custody expansion in 2027 as its German launch nears. - AnchorWatch Trust Company launches a Bitcoin custody service with up to $370M in insurance per client. - Elon Musk says that next year he will give one of his SpaceX $SPCX shares to every kid in America, calling it “the first of many,” and President Trump thanked him for the pledge. - A breakthrough agreement between Washington and Tehran could be announced this week, according to reports. - The Fed is set to inject $14.61B into the market starting this week. - JPMorgan CEO Jamie Dimon says the US economy is “booming.” - Goldman raises its forecast for China’s 2026 GDP growth to 4.6%. - Tech bounced on Monday with the Nasdaq up 1.1% and $AMZN surging about 5%, but most US stocks still finished lower. - Silence Therapeutics $SLN soared 125% after Merck KGaA agreed to acquire it in a $1.3B all cash deal. - Earnings today before the bell: $GE, $GM, $RTX, $NOC and $MMM headline a packed morning. 📊 Altcoin Market Updates 📊 - JPMorgan is expanding its JPM Coin deposit token to Ethereum, allowing institutional clients to move money 24/7. - Tom Lee’s BitMine bought 12,535 $ETH worth $30M. - Visa partners with Mesh to make crypto and stablecoins spendable at 175 million merchants. - Mastercard $MA launches a new risk intelligence tool to make stablecoin payments safer. - Citi says $AAVE represents one of the most important real world use cases for tokenized finance. - BlackRock pushes to bring tokenized assets into traditional banking and financial systems. - Binance burned 1.64 million $BNB worth over $1.19B in its 37th quarterly burn. - Solana’s 24 hour app revenue was 12x higher than Robinhood’s crypto chain. - LI.FI now supports Ondo tokenized stocks via intents on Solana. - Kinetiq will launch an L2 for Hyperliquid on November 9. - An official XRP account has launched on X, dedicated to $XRP and the XRP Ledger. If you enjoyed this daily roundup, make sure to follow me, I’ll see you tomorrow! $BTC $SPY $QQQ $OIL $SMH Looking to profit from altcoins? Here’s a FREE 5-day email course! Get instant access here: https://panicdrop.kit.com/5dayaltcoincourse Avoid the mistakes killing 97% of traders. Master the charts & time your entries using Bitcoin’s signals. 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

  6. 5d ago

    Mo 19/10 | 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 hints at another Bitcoin buy for MSTR today, saying “We found room for more orange.” - Strive’s CEO also hints at buying more Bitcoin: “Now stacking sats with double the horsepower.” - El Salvador now holds 7,807 BTC, worth about $623.9M. - Bitcoin ETFs recorded $228.58M in net outflows last week. - Bitcoin hasn’t closed two consecutive Octobers in the red since at least 2013. - China’s economy grew 4.5% in Q3, beating expectations. - President Trump says that if Iran does not change its approach quickly, “we will complete the mission against it soon.” - The US threatens “devastating” retaliation against European companies if the EU restricts Elon Musk’s Starlink. - US national debt has more than doubled in 10 years, from $19.3 trillion in March 2016 to $40.4 trillion today, as government spending rose 92% to $7.4 trillion while tax revenue rose 65% to $5.4 trillion. - Cumulative US inflation is now close to 40% over the last decade. - Nearly 1 in 5 American families fell behind on debt payments in 2025, the highest share since 2010. - Flying home for Thanksgiving has never been more expensive, with the average round trip at $402, up 31% from last year. - Anthropic proposes a new AI safety law that would let the US government block dangerous AI models, with a $1B loss or 50 casualty threshold for intervention. - Anthropic will also dedicate 20% of its shares to the “public good.” - Elon Musk says X usage is at an “all time high.” - Big earnings this week: NFLX reports Tuesday after the close with the Street expecting $13.14B revenue and $0.84 EPS, SPCX also on Tuesday at $12.89B and $0.14 EPS, then TSLA on Wednesday at $28.1B and $0.43 EPS and META at $63.38B and $5.77 EPS. - The share of US adults who drink alcohol has dropped to 54%, the lowest in the history of Gallup’s poll. 📊 Altcoin Market Updates 📊 - ETH ETFs recorded $319.97M in net outflows last week. - A new DeFi protocol called Bitcoin Strategy brings the Strategy treasury model onchain, aiming to grow BTC backing through a transparent onchain treasury with a fixed supply of 50 million STRAT tokens. If you enjoyed this daily roundup, make sure to follow me, I’ll see yo $BTC $SPY $QQQ $OIL $SMH Looking to profit from altcoins? Here’s a FREE 5-day email course! Get instant access here: https://panicdrop.kit.com/5dayaltcoincourse Avoid the mistakes killing 97% of traders. Master the charts & time your entries using Bitcoin’s signals. 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

  7. 6d ago

    Su 18/10 | Daily Crypto & Macro News

    Happy Sunday all! If you missed the past 24 hours in crypto and stocks, here’s your full recap: 🚨 Major Headlines & Market Moves 🚨 - Fidelity’s Head of Global Macro says Bitcoin may be entering a new 4 year cycle bull market based on its power law patterns, adding that bull markets rarely start with a narrative. - The Bitcoin Fear & Greed Index is holding at 55, in “Greed” territory. - Over the last 10 years NVDA is up 13,127% and BTC is up 12,645%, ahead of AMD at 7,733%, TSLA at 2,607% and SPY at 319%. - Apple is sitting at its all time high, while the S&P 500 is 2% below its peak, Microsoft 4%, Meta 11%, Nvidia 12%, Amazon 13% and Bitcoin 36%. - Google’s Willow breakthrough cuts quantum computing errors by 40x, putting more focus on the quantum threat to Satoshi era Bitcoin. - Japanese investors sold a net ¥4.5 trillion ($28B) of long term US government bonds in H1 2026, their first half year net sale since 2022. - Canada is on track to become the third largest holder of US government debt, passing China. - Global inflation rates are rising again, while the Fed, ECB, BOJ and BOE remain behind the curve and more rate hikes could follow. - Commodities over the past year: heating oil up 127%, Brent crude up 80%, gasoline up 79% and WTI up 77%, while gold is down 4% and coffee down 23%. - US home sellers now outnumber buyers by over 580K (63%), the largest gap on record in data going back to 2013. - American boomers over 75 now hold 15 times the median household wealth of Gen Z and Millennials. - Massive earnings week ahead: NFLX, GM and UAL on Tuesday, META, TSLA, LRCX, TXN, SAP and IBM on Wednesday, and SPOT, PG, LMT and CMCSA on Thursday, with GE Aerospace and American Express also reporting. - Elon Musk says the new Tesla Roadster “will be sentient” and can perform its tricks autonomously. - Ledger’s CEO dismissed hardware implant security warnings from the former Mt. Gox CEO, pointing to his Mt. Gox past. 📊 Altcoin Market Updates 📊 - The Bank for International Settlements finds that stablecoins directly compete with traditional bank deposits. - Less than 10% of the global population is invested in crypto. - ETH sits 52% below its all time high and DOGE 90% below. - Yuga Labs launches Mudwater, physical Bored Ape trading cards where every card is backed by a Solana NFT twin, with 120 BAYC art pieces across 10,000 boxes. - The HACHI developer launches CAT while still running Hachi, after HACHI hit a $32M market cap following a Shiba Inu partnership. If you enjoyed this daily roundup, make sure to follow me, I’ll see you tomorrow! $BTC $SPY $QQQ $OIL Looking to profit from altcoins? Here’s a FREE 5-day email course! Get instant access here: https://panicdrop.kit.com/5dayaltcoincourse Avoid the mistakes killing 97% of traders. Master the charts & time your entries using Bitcoin’s signals. $BTC $SPY $QQQ $OIL 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

  8. Oct 17

    Sa 17/10 | Daily Crypto & Macro News

    Before we dive in: last chance, the sale ends today!Tomorrow the price is back to €138 and the €99 Bitcoin trading system is no longer included.Join today for €96.60 and see every stock I buy, my buy levels and the trades I share each week in the chat. 👉 Claim 30% off now Happy Saturday all! If you missed the past 24 hours in crypto and stocks, here's your full recap: 🚨 Major Headlines & Market Moves 🚨 - BlackRock sold $71.78 million worth of Bitcoin. - Brent crude oil surged over $111. - Bank of America warned that the AI investment surge is starting to look like a cycle that could end in a major collapse soon. - The S&P 500 fell 1.1% on Friday, marking its 20th daily decline of more than 1% this year. This is normal volatility, as the average year since 1928 has seen 29 such declines. - Nasdaq dropped 2.1%, the S&P 500 fell 1.1% and the Dow declined 0.3% on Friday. Micron and Intel each dropped more than 5% as tech selling accelerated. Nasdaq lost 4.5% this week, its worst week since June. The AI trade had a brutal week. - During the 2026 fiscal year the US federal government took in $5.4 trillion and spent $7.4 trillion. - The Fed has failed at its price stability mandate. Since January 2020 consumer prices have risen at a 4% annualized rate, double the 2% target. The CPI is now 14% above where it would be if the target had been met. - TSMC raised its 2026 growth forecast. Its CEO indicated AI accelerator revenue could grow faster than the previously expected 55% annually through 2029. - Strategy fell about 6% after MSCI adopted new rules that could exclude Bitcoin treasury firms from its global indexes. The final list is due November 11 and would take effect November 30, creating a risk of forced selling by index funds. - El Salvador bought another Bitcoin for its Strategic Bitcoin Reserve and now holds 7807 BTC. - Bitcoin has risen 113% against silver over the past 9 months. Historically this momentum is bullish for Bitcoin. - Charles Schwab rolled out Schwab Crypto, allowing 40 million clients to buy Bitcoin directly inside their accounts. - Deutsche Bank is set to launch Bitcoin custody for its clients within weeks. - The Bitcoin Market Value to Realized Value Momentum Oscillator has turned positive. The signal that has called every cycle bottom just printed again near $83K. - Strategy will pay daily dividends on STRC in November if shareholders approve on October 28th, with a 12% rate. - Alcoa jumped about 6% after a strong Q3 as AI demand reaches raw materials such as metals. - Tesla rose after unveiling the new Roadster, including a SpaceX-assisted version capable of brief flight, with production targeted for 2028. - OpenAI CEO Sam Altman praised Tesla's new Roadster and said it looks amazing. - Anthropic said its Claude Mythos AI model designed highly efficient quantum circuits that could bring quantum computing within reach sooner. - Q3 earnings week recap showed banks splitting, with Goldman Sachs and Citigroup standing out while JPMorgan and Bank of America disappointed. TSMC and ASML delivered strong results yet their shares fell. UnitedHealth beat and raised guidance. Expectations matter as much as the numbers. 📊 Altcoin Market Updates 📊 - BlackRock sold $69.68 million worth of Ethereum. - Japan's three biggest banks successfully completed their first cross-border stablecoin payment test. - Visa officially launched stablecoin payments through Visa Direct, enabling near-instant global payouts using USDC across more than 180 countries. - PumpFun launched crypto perpetual futures trading powered by Hyperliquid. - Charles Schwab fully launched Bitcoin and Ethereum trading to its 40 million eligible retail clients. - Papertrade flipped Circle in 7-day revenue. Papertrade is a Hyperliquid-based synthetic perps platform that incentivizes users to lose money. - Safevano Wallet, the first non-custodial wallet built on Robinhood Chain, burned 15% of its total token supply and reduced the circulating supply to just 5 million tokens. - CZ questioned whether Solana knows the local policies in China after their Shanghai event was reportedly suspended. A Solana event in Shenzhen was reportedly cleared by police less than a year ago. If you enjoyed this daily roundup, make sure to follow me, I'll see you tomorrow! $BTC $SPY $QQQ $OIL $SMH 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

    Sa 17/10 | Daily Crypto & Macro News
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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

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  • Creator
    Panic Drop - Timothy Assi
  • Years Active
    2025 - 2026
  • Episodes
    389
  • Rating
    Explicit
  • Copyright
    © Panic Drop - Timothy Assi
  • Show Website
    Panic Drop Podcast

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