In this episode of the Crypto Rundown, Tevo and Brian break down a major shift as Bitcoin begins decoupling from tech stocks while institutional demand surges through consistent ETF inflows. They highlight 13 straight days of Wall Street buying, rising odds of Bitcoin hitting $90K, and growing evidence that smart money is accumulating during uncertainty. The conversation explores bullish catalysts like Morgan Stanley’s ETF, government interest in Bitcoin infrastructure, and evolving regulation through the Clarity Act. They also touch on Ethereum’s long-term upside, stablecoin adoption through major companies like DoorDash and Visa, and why crypto’s integration into global systems is accelerating.
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Chapters
00:00 — Bitcoin decoupling from Software Stocks ($IGV)
02:30 — Bitcoin pushes toward $80K as sentiment flips
05:30 — Key signal: IGV vs Bitcoin separation
08:00 — 13 straight days of ETF inflows
12:30 — 62% odds Bitcoin hits $90K
18:30 — U.S. military running a Bitcoin node
24:30 — Ethereum $250K thesis explained
35:30 — Fed says crypto is part of the system
44:30 — Perps market explosion heats up
48:00 — DoorDash, Visa push stablecoin adoption
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