Back from a 1-week hiatus, Graham and David cover the aftermath of "Black Monday," whether or not "It's over" and some ways that unsexy crypto businesses are ramping up. Topics delved into include: US Gov moving 10,000 bitcoins to Coinbase

• Glassnode's bitcoin accumulation report
• Author Hayes' $1m bitcoin price prediction
• BTC and ETH ETF flows
• The application of the Wojak "In Japan" meme to the latest market Nuke
• Unsexy crypto businesses like fixed interest rate products and supply-chain loans

This week the Bitcoin.com crew discuss the aftermath of the Bitcoin 2024 Conference with their takes on a "Bitcoin Strategic Reserve," reactions to Trump's keynote address, and how likely it is that anyone will actually follow through on their campaign promises. In this episode we also touch on the status of the hottest narratives of the cycle such as DePIN and RWAs.

This week's Token Narratives podcast is sponsored by:

VERSE: Bitcoin.com's Ecosystem Token

The very first VERSE airdrop is live. Check eligibility at https://airdrop.verse.bitcoin.com/

Special thanks to Asia Blockchain Summit

Running from Aug 6-8 in Taipei, Taiwan, ABS 2024 features over 300+ speakers, including Vitalik Buterin, Justin Sun, Joseph Gordon-Levitt, & many more.

Get tickets at https://lu.ma/abs2024

Timestamps:

Verse Airdrop: 1:40

Markets Gutcheck: 4:40

Bitcoin 2024 Conference Aftermath: 11:40

Bitcoin Strategic Reserve: 13:20

Reaction to Trump’s speech: 28:40

Edward Snowden’s take: 33:30

How the Democrats will react: 36:35

Thoughts on the biggest token narratives this cycle: 41:40

Real World Assets projects, including Unikura: 50:10

ETH holders are on antidepressants: 1:00:15

Crypto Conference Vibes: 1:03:00

Asia Blockchain Summit: 1:11:40

This week, our main topic is a discussion about this crypto market cycle, including the age-old questions: "where are we in this cycle?" and "is this time different?" We’ll also be discussing cycle theories like: Is this a short cycle, prolonged cycle, quiet cycle, super cycle, or maybe a bicycle? We also touch on the bullish Mt Gox unlocks, the Ethereum ETF debut, SOL vs ETH, and much more.

Bitcoin.com VERSE Airdrop - 1:20

Cycle Theories - 11:10

Mt. Gox Distributions: 30:00

ETH ETF Debut Week: 36:30

Solana vs Ethereum DEX Volume (and Solana vs Ethereum in general): 46:00

Meme Coins as alternative prediction markets: 54:30

In this episode of Token Narratives we're taking a hard look at Bitcoin. Based on almost a decade of experience working with Bitcoin, we discuss if Bitcoin is broken, and if Bitcoin is, how to fix it. As usual, we also give our hot takes on where we're at in the market cycle, as well as commenting on the top crypto narratives of the week.

German Govt Selling Bitcoin - 2:28

Summary of Bullish Setup - 4:10

Is Bitcoin Still Revolutionary? - 18:30

How Trump's presidency would affect macro - 40:20

Bitcoin ETF Inflows - 44:18

The accelerating news and crypto cycle -46:45

Will Bitcoin be flippened? - 49:20

In Episode 9 of Token Narratives, the Bitcoin.com Crew discuss prediction markets: what are they, where did they come from, how useful are they, and what will happen to them if and when regulators come knocking.

We also give our hot takes on the current market, including:

- how crypto news readership numbers may tell us what stage of the market cycle we are in

- whether tap-to-earn will be the catalyst that pulls us out of the summer doldrums, and

- why ETH bag holders shouldn't capitulate just yet.

Token Narratives is sponsored by Bitcoin.com's V-Card: the purest web3 debit card in the cryptoverse.

Be sure to sign up to the V-Card waiting list at www.verse.bitcoin.com/card.

Also, join our Discord where we have $1000 in cash prizes up for grabs in the month of July, plus chances to win a V-Card and some sold-out Verse Voyager NFTs!

Here's the link: https://discord.gg/qfEUDMP79w

Join the Bitcoin.com Crew live from Kyoto at IVS Crypto 2024, Japan's biggest crypto conference of the year. This week we discuss the state of crypto gaming, gathering insights from big players in the space who are in attendance at the conference. We also give our vibe check as the markets puke, with David and Corbin doing their best to bring Graham back from his dark den of cynical bearish sentiment.

The Bitcoin.com Crew are joined by Zano co-founders Pavel Ravaga and Andrey Sabelnikov to discuss Zano's groundbreaking privacy features. The discussion also goes into privacy tokens in general, touching on topics like how private Bitcoin is, what the prospects are for privacy-focussed cryptocurrencies, some in-the-weeds explanation of how the tech actually works, and much much more.

The Bitcoin.com Crew give their vibe check before pontificating on meme coins, including a discussion of DJT (Donald J Trump) token. Later, they go into the airdrop meta.