Sept 1: Bond Yields Are Squeezing Bitcoin as Strategy Keeps Buying

Sept 1: Bond Yields Are Squeezing Bitcoin as Strategy Keeps Buying

Author: Matt Diemer September 1, 2026 Duration: 10:48

Bitcoin remains around $77,000 to $78,000 as rising global bond yields become the biggest macro story for crypto. U.S. Treasury yields are approaching 4.8%, energy prices remain elevated, and markets are increasingly pricing in another Fed rate hike as Kevin Warsh maintains his focus on inflation. ETF buyers did return Monday with approximately $216.7 million in inflows, but Matt argues Bitcoin still needs to defend the $75K to $77K range and finally establish $80K as support before declaring the bear market finished. 


Meanwhile, Strategy bought another roughly $370 million of Bitcoin, Strive added another $143 million, and ARK Invest increased its exposure to Jack Dorsey's Block. The episode also covers a $75 million Cronos DeFi exploit, George Santos reportedly being banned from Kalshi for trading a market involving himself, Robinhood Chain approaching $1 billion in daily DEX volume, the explosive Artificial Inu trade, and OpenSea bringing Solana NFTs back to its multichain marketplace. 


Happy HODLing


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Matt Diemer brings you the essential updates from the fast-moving world of digital assets with Daily Crypto News. Each episode is crafted to fit into your morning routine or commute, delivering a concise yet comprehensive overview in about twenty minutes. You'll hear clear explanations of major market movements, breaking regulatory developments, and significant technological shifts, all framed with a focus on practical insight for anyone following this space. The tone is straightforward and informed, cutting through the hype to highlight what actually matters for investors and the curious alike. By focusing on brevity and clarity, this podcast serves as an efficient daily briefing, ensuring you stay informed without getting overwhelmed by the constant noise. Tune in for a no-nonsense summary that connects the dots between market events, business implications, and the underlying technology, making the complex landscape of cryptocurrency more accessible one day at a time.
Author: Language: English Episodes: 50

Daily Crypto News
Podcast Episodes
August 7: Bitcoin Is Stuck. Institutions Keep Buying Anyway. [not-audio_url] [/not-audio_url]

Duration: 8:55
Bitcoin is still stuck in its long sideways range, but the buyers underneath the market are getting harder to ignore. Matt covers roughly $1.2 billion in Bitcoin whale accumulation and about $750 million in U.S. spot ETF…
August 5: Coldcard's Failure Is Becoming a $130 Million Disaster [not-audio_url] [/not-audio_url]

Duration: 9:43
Coldcard remains the dominant story as estimates of the hardware wallet exploit continue climbing. Researchers now believe at least 15 attackers were involved, with losses exceeding $100 million and possibly approaching…
August 3: Strategy Sells More Bitcoin [not-audio_url] [/not-audio_url]

Duration: 12:26
Strategy sold another 1,638 Bitcoin for roughly $105 million, while also raising about $290 million through common stock sales and maintaining billions in cash to cover preferred dividends. Matt questions whether the com…
July 30: Prediction Markets on  Robinhood [not-audio_url] [/not-audio_url]

Duration: 12:48
Robinhood generated more second-quarter revenue from prediction-market contracts than from either crypto or equities trading, showing how quickly event contracts are becoming a major business line. Binance.US now plans t…
July 29: Bitcoin Miners Are Becoming AI Companies [not-audio_url] [/not-audio_url]

Duration: 12:00
Core Scientific is rapidly shifting from Bitcoin mining toward AI data-center infrastructure after reporting $164.2 million in second-quarter revenue and announcing a major AMD partnership. Matt argues that this transiti…
July 28: Crypto Exchanges Are Shrinking [not-audio_url] [/not-audio_url]

Duration: 10:09
Crypto markets remain sluggish, with Bitcoin drifting around $63,000 as trading activity continues to weaken. Matt argues that the recent wave of exchange closures and layoffs—including BitMEX, BitMart, Momentum Labs, St…
July 27: Bitcoin Stalls at $65,000 as the Market Turns Mixed [not-audio_url] [/not-audio_url]

Duration: 7:58
Craig sees a mixed and largely directionless crypto market, with Bitcoin repeatedly struggling to move decisively above $65,000. After roughly three weeks of minimal progress, the weekly chart raises the possibility that…