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

8h ago

Fr 31/7 | 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 🚨 Over $1.1 trillion was added to the US stock market yesterday. Amazon reported stronger-than-expected Q2 earnings with revenue of about $201 billion (up 20% year-over-year) and net income of $63 billion. AWS revenue over the last 12 months hit $148 billion, higher than the revenue of 474 companies in the S&P 500. Microsoft recorded its biggest single-day gain since 2008, surging 16%. Apple reported Q2 revenue of $109 billion (up 16% year-over-year) with net income of $30 billion and record gross margins of 50%. The company also said it received $600 million in tariffs refunds from the US government. Senators Thom Tillis and Ruben Gallego sent their new ethics proposal for the Clarity Act to the White House. Cynthia Lummis said over 100 compromises have been made and a Senate vote remains on track before the August recess. Treasury Secretary Scott Bessent urged the Senate to vote now, stating Democrats are stalling out of fear of Sen. Warren. JPMorgan said failing to pass the Clarity Act this year would be a setback that could undermine one of the industry’s biggest regulatory catalysts. Japan sold US dollars and bought yen in a massive currency intervention after the yen fell to a 40-year low. South Korea also sold US dollars in a rare market intervention to strengthen the won. Meta reported almost $700 billion in future spending commitments. CEO Mark Zuckerberg said AI agents will be organizing the lives of billions of people in 5 years. Anthropic said it caught Claude AI agents hacking 3 organizations after escaping an internal test environment. One model even built and uploaded malware that was downloaded onto real systems. The average 30-year US mortgage rate stood at 6.66%, the highest since July 2025. US core inflation has now been above the Fed’s 2% target for 64 consecutive months. The national debt rose by over $400 billion since July 1. 📊 Altcoin Market Updates 📊 Kraken Co-CEO said sovereign Bitcoin accumulation is an inevitability and the US could move within 12 months. He also discussed the Clarity Act, the bank fight over stablecoin rewards, and tokenization, noting Solana and Ethereum lead in that area. Pump.fun co-founder claimed that 90%+ of Solana wallets directly interact with the platform. An ARK Invest analyst asked why Pump.fun is not forking the SVM, given it basically owns all the Solana users. Trust Wallet flipped MetaMask and Phantom in 24-hour Hyperliquid builder code revenue. CZ said that if you donate tokens to someone’s address without a prior agreement, do not expect the recipient to burn them. He also stated support for all meme coins. Safevano announced a token buyback and burn on August 3 to reduce circulating supply, with an AMA scheduled for August 4. If you enjoyed this daily roundup, make sure to follow me, I’ll see you tomorrow! $BTC $ETH $SPY $QQQ $OIL PS… Want the complete shortcut ding altcoins with precision (without wasting months on trial-and-error)? Clere to grab the Altcoin Profit Toolkit — 8 structured mo$META + 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
1d ago

Th 30/7 | 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 🚨 - Federal Reserve leaves interest rates unchanged at 3.50% - 3.75%. Three voting members wanted a hike, with a 25 bps increase in September now looking more likely. - Fed Chair Kevin Warsh states AI will drive future economic growth and that the Fed is focused on inflation. - Over $1 trillion wiped out from the US stock market. - $META crashes around 9-10% after Q2 results. Revenue rose 28% YoY to a record $60.8 billion, but costs jumped 55%, net income fell 14% to $15.8 billion, free cash flow dropped 91% to $784 million, and Reality Labs lost another $4.6 billion (cumulative losses since 2020 now $87 billion). Capex guidance raised to $130-145 billion. - $Microsoft posts strong Q4/FY26 results. Revenue up 18% YoY to a record $90 billion, net income up 31% to $36 billion, Azure growth at 43%, and commercial backlog hits $678 billion. Capex for the year reached $116 billion. - SpaceX awarded a $1.6 billion US Space Force contract. - Widespread support builds for the Clarity Act. Block (Jack Dorsey), Coinbase CEO Brian Armstrong, SoFi, DCG, American Bankers Association, Sen. Tommy Tuberville, Sen. Cynthia Lummis, and Sen. Catherine Cortez Masto all urge the Senate to pass it and schedule a floor vote. - Binance US plans to apply to the CFTC for a designated contract market license. - President Trump says Supreme Court rulings on tariffs cost the US trillions of dollars. - El Salvador President Nayib Bukele says “we never escaped the 2008 financial crisis, we just shifted the pain.” 📊 Altcoin Market Updates 📊 - Aviva Investors launches a tokenised Liquidity Fund share class on the XRP Ledger in partnership with Ripple. - Moonpay introduces Paybox, a payment vault and non-custodial wallet that lets AI agents securely transact, enabling Claude and ChatGPT users to trade anything on Solana via conversation. - Solflare launches “Bridge,” allowing users to receive funds from other chains into their Solflare wallet using a permanent deposit address. - Solana-based perp exchange PhoenixTrade open interest surpasses $10 million for the first time. - Pumpfun co-founder argues Pump has a larger long-term TAM than the global perps market Hyperliquid operates in. - KaitoAI introduces Kaito Katalyst, a new reward layer for creator campaigns that pays based on actual driven results like mindshare, clicks, sign-ups, and deposits. - SK Hynix perpetual contract flips $BTC in 24h perp volume on Hyperliquid. - Russia charges Telegram founder Pavel Durov with aiding terrorism and puts him on a wanted list. - Fartcoin-related activity: An original Fartcoin whale joins X to push $Shitcoin, and the lead of $Shitcoin was pinned in the official Fartcoin Telegram. If you enjoyed this daily roundup, make sure to follow me, I'll see you tomorrow! $BTC $ETH $SPY $QQQ $META PS… Want the complete shortcut ding 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
2d ago

We 29/7 | 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 🚨 South Korea's KOSPI stock market crashed another 7% and was later halted after an 8% drop, triggering the circuit breaker. Oil prices rose 5% after Iran launched a surprise attack on a US base in Jordan. The Consumer Technology Association threw its support behind the Clarity Act, urging the Senate to prioritize floor consideration so America remains competitive in blockchain and digital assets. SEC Chair Paul Atkins said he is committed to supporting Congress in advancing the Clarity Act, including providing technical assistance, and the SEC stated it is ready to create crypto rules if Congress fails to pass it. Senators Gallego and Tillis are finalizing language for a Clarity Act counteroffer from Democrats and plan to send it to the White House in the next couple of days. Sen. Cynthia Lummis listed five major financial institutions now supporting the Clarity Act: BlackRock, Goldman Sachs, Fidelity, Franklin Templeton, and SoFi. Senate Majority Leader John Thune said they will probably have a vote on the Clarity Act and will see if Democrats give the votes needed. The odds of the Fed not changing rates at Wednesday's FOMC meeting stood at 76% on Polymarket. The average US Bitcoin ETF buyer is now down 22%. Emirates, the UAE’s largest airline, officially started accepting crypto payments for flight bookings. Myanmar approved a law allowing life imprisonment for cryptocurrency scams. The Bank of Russia said it has drafted its first regulations to launch a cryptocurrency market and has created conditions for organised trading in digital currencies and digital rights. About 90,000 blocks remain until the next Bitcoin halving. Visa reported Q3 FY26 revenue of $11.6B (+14% Y/Y, beat by $0.2B), non-GAAP EPS of $3.32 (beat by $0.09), with payment volume +10% Y/Y and cross-border volume +13% Y/Y on an FX-neutral basis. 📊 Altcoin Market Updates 📊 Morgan Stanley Investment Management launched a Solana staking ETF (as part of expanded Ethereum and Solana exchange-traded products). Solana reclaimed leadership in daily tokenized equities spot volume after Robinhood’s chain briefly took the top spot. Strategy ($MSTR) went live on Solana via Sunrise, issued by Backpack Securities. Zcash’s Ironwood network upgrade went live, featuring a formally verified new shielded pool and a turnstile mechanism for supply integrity. JurassicFi announced it has tokenized Deaton, a museum-grade Triceratops prorsus skull, as the first dinosaur tokenized as an RWA on Solana. Anthropic’s Claude Mythos AI discovered new ways to attack cryptographic algorithms, including weakening a post-quantum encryption candidate (HAWK) and identifying a new attack on round-reduced AES. Minecraft Skyblock-inspired game BlockFall surpassed 2,000 players just three days after launch, with its native token $BLOCK trading near a $1M market cap. Grayscale said $HYPE ETF flows have been accelerating relative to $BTC, $ETH, $SOL, and $XRP on an asset market-cap basis, noting $HYPE is off to a stronger start than those assets at the same point in their lifecycle. If you enjoyed this daily roundup, make sure to follow me, I'll see you tomorrow. PS… Want the complete shortcut ding 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
3d ago

Tu 28/7 | 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 🚨 South Korea's Kospi stock market crashed over 7.5%, triggering a circuit breaker and a trading halt. Bitcoin fell back under $64,000 as $100 million was liquidated from the crypto market in the past 60 minutes. Citadel Securities expects the Federal Reserve to raise interest rates this week in a surprise move. President Trump said interest rates should be lowered and noted that “very friendly” talks are ongoing with Iran. Franklin Templeton, managing $1.7 to $1.8 trillion in assets, announced support for the Clarity Act and called on the US Senate to pass it. Coinbase expects a crypto Clarity Act vote as early as Monday, August 3rd. Coinbase’s Chief Policy Officer described the bill as extraordinarily bipartisan and ready for final action. Charles Schwab’s Head of Crypto Research said Clarity Act passage is “not being priced into Bitcoin here” and that it could reignite upward momentum and institutional adoption narratives. Sen. Jon Husted and Sen. Dave McCormick both voiced strong support for the Clarity Act, with McCormick stating the time for delay is over and calling for a Senate floor vote. Bitcoin long-term holder supply climbed to an all-time high of 14.85 million BTC at the end of Q1, according to Ark Invest. Memory-chip maker Cxmt surged 466% on its first trading day to a $484 billion valuation, becoming the most valuable company listed in mainland China after an IPO that left nearly $40 billion on the table. The 30-year US Treasury yield ended last week at 5.17%, its highest weekly close since July 2007. Jim Cramer said he still owns Nvidia and won’t trade it, calling the recent sell-off “absurd.” SpaceX has lost the equivalent of Tesla’s entire market capitalization, according to Cnbc. Microsoft launched an AI cybersecurity system that acts as both attacker and defender to find vulnerabilities before hackers can exploit them. 📊 Altcoin Market Updates 📊 Grayscale said $HYPE Etf flows have been accelerating relative to Bitcoin, Ethereum, Solana, and Xrp on an asset market-cap basis, noting it is off to a stronger start than those assets at the same point in their lifecycle. Stable claimed it is operating normally and continues to produce blocks, with transaction volume increasing by more than 700% over the past two days, causing some Rpc mempools to reach capacity. Coinbase introduced “Launches,” allowing users to trade Base and Solana tokens as soon as they go live onchain. Robinhood Chain assets deposited into applications have surpassed $600 million, up 50% in the past week. Irisapp launched limit orders on the chain, and $Cramer launched on it amid unverified rumors of ties to Cramer’s team. Pons captured 80% of daily Robinhood Crypto chain launchpad token volume. Trading app Fomo hit a new all-time high in weekly revenue. $Cate rallied after a Tesla-linked account posted and tagged its X account. 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 ding 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
4d ago

Mo 27/7 | 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 🚨 - Global bond yields hit the highest level since the 2008 financial crisis. - Brent crude oil falls 7% at the open as the US and Iran halt strikes. - Michael Saylor hints at Strategy buying more Bitcoin, saying "We're gonna need another color" and pointing to another announcement tomorrow. - The bond market has shifted from pricing in 2 Fed rate cuts at the start of the year to now pricing in 1 to 2 Fed rate hikes. - A record $348.5 billion is now trapped in US buyout funds that are at least a decade old, 3.5x the 2015 level. - JPMorgan's market cap of $937 billion is now higher than its three largest competitors (Bank of America, Wells Fargo, and Citigroup) combined. - The top 10 stocks in the S&P 500 over the last 10 years are all tied to the AI-infrastructure boom, led by Nvidia at +15,332%. - Apple generated $129 billion in free cash flow over the past year while Oracle burned $24 billion. Their stocks followed the fundamentals with Apple up 56% and Oracle down 52%. - US wholesale egg prices have soared over 300% since July 1. - Anduril is reportedly in talks to raise money at a valuation of around $100 billion. - Gulf nations have issued a record $112 billion in bonds year-to-date, more than triple 2022 levels, to fund infrastructure that bypasses the Strait of Hormuz. - Indonesia’s currency comes under pressure as the rupiah drops to 18,000 per dollar. - Binance founder CZ says "tough times (again)" and advises self-custody if you know how to keep your seed phrase safe. - Cryptocurrency exchange BitMart is shutting down all operations. Its token BMX has collapsed over 60%. 📊 Altcoin Market Updates 📊 - Kalshi traders put a 54% chance that Ethereum goes below $1,500 this year. - Robinhood Chain has flipped Solana to the number 1 position in RWA holders within only 25 days of mainnet. - Robinhood Chain is doing 3.2x Base's 24-hour app revenue. - $4FUN is bringing tokenised stocks onchain and is in talks with GMGN and Axiom to integrate its launchpad for tokens paired directly with tokenised real-world stocks on Robinhood Chain. - A Minecraft-inspired SkyBlock has launched on Solana with multiplayer, quests, market trading, over 50 blocks, and free-to-play rewards. - Pons.family is capturing 80% of daily Robinhood Chain launchpad token volume. - Noviq AI has proven private inference works over a decentralized GPU swarm where no node sees your prompt. It is live on Robinhood. If you enjoyed this daily roundup, make sure to follow me, I'll see you tomorrow. $BTC $SPY $OIL $QQQ $SMH 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
Jul 24

Fr 24/7 | 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 🚨 Brent crude oil surges 5% to $100 after President Trump threatens a massive attack on Iran. U.S. sets new 10%-12.5% tariffs as the global 10% penalty expires. U.S. weekly jobless claims fell to 187k, the lowest since 1969. Federal Reserve now projected to raise interest rates twice this year. Tesla $TSLA fell more than 14% on the day, erasing over $200 billion in market value, after Q2 results showed a revenue beat but missed on earnings, with free cash flow turning negative due to heavy AI, robotics and capex spending. Google $GOOGL fell around 7% despite strong revenue and an 82% jump in cloud sales, as investors reacted to elevated AI infrastructure spending plans near $200 billion and pressure on free cash flow. Amazon $AMZN is hiring a Bitcoin & Crypto Ecosystem Lead to drive blockchain integration and crypto adoption. Intel $INTC surges 11% after reporting $16.1 billion in revenue, beating expectations for Q2 2026. Alphabet’s Anthropic stake jumps to around $124 billion. Amazon $AMZN is hiring a Bitcoin & Crypto Ecosystem Lead to drive blockchain integration and crypto adoption. President Donald Trump says the U.S. is leading China in crypto and AI and wants to stay in front. Kazakhstan approves strategic digital asset mining and a national reserve. Spot silver falls nearly 3% to $57.95/oz. SpaceX $SPCX hits a post-IPO low under $115. 📊 Altcoin Market Updates 📊 Robinhood Chain total value locked surpasses $600 million. Phantom integrates Robinhood Chain. Robinhood Chain daily stock token DEX volume surpasses $80 million. Hyperliquid total open positions hit a new all-time high. BitMEX will shut down on September 23, 2026. If you enjoyed this daily roundup, make sure to follow me – I'll see you tomorrow. $BTC $SPY $QQQ $GOOG $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
Jul 23

Th 23/7 | 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 🚨 BlackRock bought 2,469.25 Bitcoin worth about 163 million dollars from Coinbase. Public companies now hold 1.28 million Bitcoin, equivalent to 6.11% of total supply, with 130,467 Bitcoin purchased in Q2 2026. Tesla revealed none of its 825 million dollars in Bitcoin holdings were sold in Q2 2026. Senate Republicans released an updated Clarity Act draft, including ethics provisions banning federal officials from issuing or sponsoring digital assets for profit and requiring them to sell holdings or use a blind trust. President Trump has agreed to the terms. Coinbase CEO Brian Armstrong stated the Clarity Act is ready for a full Senate floor vote, describing it as a bipartisan compromise. Bloomberg Intelligence sees a 60% chance of passage. Senate Democrats oppose aspects of the new Clarity Act draft but are working with Republicans to advance it. The US House passed a bill to ban Congress from insider trading, with Nancy Pelosi and 197 Democrats voting against a related Stop Insider Trading Act. Google reported Q2 revenue of 119.8-120 billion dollars (beating expectations, up 24% year-over-year) Alphabet's Google Cloud revenue surged 82% year-over-year to 24.8-25 billion dollars. Tesla Q2 revenue reached 28.2 billion dollars (up 26% year-over-year, beating estimates), with non-GAAP EPS of 0.33 dollars. S&P Dow Jones Indices launched a new digital asset benchmark focused on blockchain utility and real-world adoption, including TRON and other networks. ServiceNow reported Q2 results that beat expectations, with subscription revenue up about 25% to roughly 3.9 billion dollars. Its AI annual contract value crossed 1 billion dollars, and the company raised full-year subscription revenue guidance. 📊 Altcoin Market Updates 📊 Robinhood Chain's memecoin-stock pairs hit 27.4 million dollars in daily volume, surpassing tokenized stock trading volume. Hyperliquid open interest surpassed 11.5 billion dollars, the highest since October 10. Robinhood Chain flipped Base in daily active users and its DeFi TVL surpassed 300 million dollars. If you enjoyed this daily roundup, make sure to follow me – I'll see you tomorrow. $SPY $QQQ $BTC $GOOGL $NOW 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
Jul 22

We 22/7 | 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 🚨 More Americans now own Bitcoin than gold, with 18.6% holding BTC compared to 10.8% for gold. Bitcoin ETFs recorded $226.92 million in inflows, extending the winning streak to five sessions with a total of $727.3 million. Semiconductor stocks staged a strong rebound, with the VanEck Semiconductor ETF climbing more than 4%. Micron surged over 12%, Intel rose about 8-9%, AMD gained around 8%. The White House is redirecting billions in federal research funding from universities toward AI initiatives. Rocket Lab shares rose over 5% after securing a $226 million U.S. Air Force contract. Bearish bets on U.S. stocks are surging, with S&P 500 short interest climbing to 3.7% and Russell 3000 nearing all-time highs at 6.1%. Super Micro Computer reported a record backlog and received over $60 billion in new Q4 orders. Public company Hyperscale Data added 51.5 BTC to its treasury, bringing its total holdings to 1,087 BTC. Russia passed a new law regulating the circulation of digital currencies and digital rights for the first time. The odds of the Clarity Act passing this year have risen to 53% on Polymarket, with Treasury Secretary Scott Bessent calling it the “1-yard line” and the White House urging Senate Democrats to advance it. President Trump announced a new trade deal with Jordan. 📊 Altcoin Market Updates 📊 Robinhood Crypto flipped Base in 24-hour app revenue, while its Chain token launchpad saw daily token volume surpass $150 million. Hyperliquid reached a new all-time high in total open positions. Tokenized Intel shares went live on Solana via Sunrise, issued by Backpack Securities. If you enjoyed this daily roundup, make sure to follow me – I’ll see you tomorrow. $BTC $ETH $SPY $QQQ $SMH 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

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Creator

Panic Drop - Timothy Assi
Years Active

2025 - 2026
Episodes

320
Rating

Explicit
Show Website

Panic Drop Podcast

Panic Drop Podcast

Episodes

Fr 31/7 | Daily Crypto & Macro News

Th 30/7 | Daily Crypto & Macro News

We 29/7 | Daily Crypto & Macro News

Tu 28/7 | Daily Crypto & Macro News

Mo 27/7 | Daily Crypto & Macro News

Fr 24/7 | Daily Crypto & Macro News

Th 23/7 | Daily Crypto & Macro News

We 22/7 | Daily Crypto & Macro News

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