About this episode

The episode discusses Bitcoin's recent market performance, ETF outflows, and Ethereum's future developments.

In this episode, our Head Research Dominic Weibel is joined by crypto protocol expert Wolfgang Vitale and newly-joined senior research associate Filippo Franchini for a dense companion to the bimonthly Industry Roll-Up. They unpack June's record $4.5B in US spot ETF outflows alongside a ~20% Bitcoin drawdown, why Strategy's dividend-funded sale of over 3,000 BTC triggered a relief rally rather than a real dump, and Hyperliquid's outlier month of positive flows. From there the conversation turns tactical: a bottom-indicator framework, a potential October cycle low, and a deep dive into Ethereum's roadmap toward what Vitalik Buterin is now calling Ethereum 3.0.

People in this episode

Host: Dominic Weibel

Guests: Wolfgang Vitale, Filippo Franchini

Topics covered

• Bitcoin
• crypto market analysis
• Ethereum 3.0
• ETF outflows
• market cycles

Keywords

• Bitcoin
• ETF outflows
• Ethereum 3.0
• market analysis
• crypto

Mentioned in this episode

Organizations: Ethereum

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