In this Crypto Rundown, Tevo and Brian break down why crypto is still rallying even after the Fed raised rates and the Clarity Act failed, calling it a major sign of strength for the market. They explain how Bitcoin absorbed negative macro headlines, why crypto may be catching up after its own bear market, and why this next bull run is likely to reward research, strong narratives, and specific winners instead of every altcoin moving together. The conversation covers the SEC’s new tokenization pathway, why tokenized stocks could keep moving forward even without the Clarity Act, and how agencies like the SEC and CFTC are continuing to push on-chain finance ahead. Tevo and Brian also dive deep into Zcash’s massive breakout, the privacy narrative, institutional interest, market cap upside, and the ZCAT meme coin as the riskier casino version of the Zcash trade.

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Chapters

00:00 Intro

02:20 - Don’t fight the Fed, but crypto is holding up

03:20 - Crypto’s own bear market and the catch-up trade

05:15 - Bitcoin absorbs bad macro news

07:35 - Why this bull run needs real research

09:20 - SEC moves on tokenized stocks

11:15 - Tokenized stocks get a regulatory pathway

15:35 - Why regulation keeps moving without Clarity

18:15 - Clarity Act is stalled, but not fully dead

22:10 - Zcash rips to new highs

24:00 - Ironwood migration and the privacy narrative

26:00 - Zcash market cap upside

31:20 - Why Zcash could become the privacy leader

37:20 - ZCAT, meme coins, and the casino version of the trade

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