﻿<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0"><channel><title><![CDATA[Panic Drop]]></title><description><![CDATA[Panic Drop is where you'll find market analysis for crypto and stocks to secure your financial future, turning panic into your advantage.]]></description><link>https://panicdrop.substack.com</link><image><url>https://substackcdn.com/image/fetch/$s_!ydsT!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7582cf88-9af4-4776-950e-5c0b10b5ed44_328x328.png</url><title>Panic Drop</title><link>https://panicdrop.substack.com</link></image><generator>Substack</generator><lastBuildDate>Sat, 13 Jun 2026 13:18:14 GMT</lastBuildDate><atom:link href="https://panicdrop.substack.com/feed" rel="self" type="application/rss+xml"/><copyright><![CDATA[Panic Drop -  Timothy Assi]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[timothyassi@hotmail.com]]></webMaster><itunes:owner><itunes:email><![CDATA[timothyassi@hotmail.com]]></itunes:email><itunes:name><![CDATA[Panic Drop -  Timothy Assi]]></itunes:name></itunes:owner><itunes:author><![CDATA[Panic Drop -  Timothy Assi]]></itunes:author><googleplay:owner><![CDATA[timothyassi@hotmail.com]]></googleplay:owner><googleplay:email><![CDATA[timothyassi@hotmail.com]]></googleplay:email><googleplay:author><![CDATA[Panic Drop -  Timothy Assi]]></googleplay:author><itunes:block><![CDATA[Yes]]></itunes:block><item><title><![CDATA[Bitcoin Tagged the 200-Week Average. Do Not Get Excited Yet.]]></title><description><![CDATA[Bitcoin Roadmap]]></description><link>https://panicdrop.substack.com/p/bitcoin-tagged-the-200-week-average</link><guid isPermaLink="false">https://panicdrop.substack.com/p/bitcoin-tagged-the-200-week-average</guid><dc:creator><![CDATA[Panic Drop -  Timothy Assi]]></dc:creator><pubDate>Sat, 13 Jun 2026 09:32:56 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/22fe248f-787d-4893-9931-2ec2eea41c56_1672x941.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>If you are still holding Bitcoin right now and watching the Nasdaq print all-time highs while your portfolio does nothing, the frustration is completely understandable. You are not losing your mind. The divergence is real, and it matters.</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe&quot;,&quot;text&quot;:&quot;Join +4200 subscribers&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://panicdrop.substack.com/subscribe"><span>Join +4200 subscribers</span></a></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!2QSz!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F236841be-10e3-48fb-92d1-4db782917618_1485x790.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!2QSz!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F236841be-10e3-48fb-92d1-4db782917618_1485x790.png 424w, https://substackcdn.com/image/fetch/$s_!2QSz!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F236841be-10e3-48fb-92d1-4db782917618_1485x790.png 848w, https://substackcdn.com/image/fetch/$s_!2QSz!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F236841be-10e3-48fb-92d1-4db782917618_1485x790.png 1272w, https://substackcdn.com/image/fetch/$s_!2QSz!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F236841be-10e3-48fb-92d1-4db782917618_1485x790.png 1456w" sizes="100vw"><img 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srcset="https://substackcdn.com/image/fetch/$s_!2QSz!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F236841be-10e3-48fb-92d1-4db782917618_1485x790.png 424w, https://substackcdn.com/image/fetch/$s_!2QSz!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F236841be-10e3-48fb-92d1-4db782917618_1485x790.png 848w, https://substackcdn.com/image/fetch/$s_!2QSz!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F236841be-10e3-48fb-92d1-4db782917618_1485x790.png 1272w, https://substackcdn.com/image/fetch/$s_!2QSz!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F236841be-10e3-48fb-92d1-4db782917618_1485x790.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>But this is also exactly the environment that breaks people right before things start to change.</p><h4>Tech Is Taking Everything</h4><p>Bitcoin is not trading on its own fundamentals right now. It is being ignored while capital floods into semiconductors, AI, and big tech. The Nasdaq is running wild while Bitcoin is down 50% from the highs.</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://panicdrop.substack.com/subscribe?"><span>Subscribe now</span></a></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!C64R!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2ca90efe-1f8e-4cd3-84b5-3ac0b23c927a_1487x787.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!C64R!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2ca90efe-1f8e-4cd3-84b5-3ac0b23c927a_1487x787.png 424w, https://substackcdn.com/image/fetch/$s_!C64R!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2ca90efe-1f8e-4cd3-84b5-3ac0b23c927a_1487x787.png 848w, https://substackcdn.com/image/fetch/$s_!C64R!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2ca90efe-1f8e-4cd3-84b5-3ac0b23c927a_1487x787.png 1272w, https://substackcdn.com/image/fetch/$s_!C64R!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2ca90efe-1f8e-4cd3-84b5-3ac0b23c927a_1487x787.png 1456w" sizes="100vw"><img 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srcset="https://substackcdn.com/image/fetch/$s_!C64R!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2ca90efe-1f8e-4cd3-84b5-3ac0b23c927a_1487x787.png 424w, https://substackcdn.com/image/fetch/$s_!C64R!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2ca90efe-1f8e-4cd3-84b5-3ac0b23c927a_1487x787.png 848w, https://substackcdn.com/image/fetch/$s_!C64R!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2ca90efe-1f8e-4cd3-84b5-3ac0b23c927a_1487x787.png 1272w, https://substackcdn.com/image/fetch/$s_!C64R!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2ca90efe-1f8e-4cd3-84b5-3ac0b23c927a_1487x787.png 1456w" sizes="100vw"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>That contrast tells you everything about where we are in the cycle. When a risk asset cannot catch interest even while risk appetite is clearly alive elsewhere, the market is making a choice. And right now, that choice is not Bitcoin.</p><p>This is not new behavior. It happened with gold last year. It happens with every asset class at some point. The rotation eventually comes back. It just does not come back on your preferred timeline.</p><h4>What the On-Chain Data Is Saying</h4><p>There is one number worth keeping your eye on right now. The realized price, which represents the average cost basis of every Bitcoin on-chain, currently sits just above $53,000.</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe&quot;,&quot;text&quot;:&quot;Join +4200 subscribers&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://panicdrop.substack.com/subscribe"><span>Join +4200 subscribers</span></a></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!urFp!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F872c8758-d39b-411f-8187-d63d439b4cbd_1097x752.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!urFp!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F872c8758-d39b-411f-8187-d63d439b4cbd_1097x752.png 424w, https://substackcdn.com/image/fetch/$s_!urFp!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F872c8758-d39b-411f-8187-d63d439b4cbd_1097x752.png 848w, https://substackcdn.com/image/fetch/$s_!urFp!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F872c8758-d39b-411f-8187-d63d439b4cbd_1097x752.png 1272w, https://substackcdn.com/image/fetch/$s_!urFp!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F872c8758-d39b-411f-8187-d63d439b4cbd_1097x752.png 1456w" sizes="100vw"><img 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data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/872c8758-d39b-411f-8187-d63d439b4cbd_1097x752.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:752,&quot;width&quot;:1097,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:163245,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://panicdrop.substack.com/i/201848231?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F872c8758-d39b-411f-8187-d63d439b4cbd_1097x752.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!urFp!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F872c8758-d39b-411f-8187-d63d439b4cbd_1097x752.png 424w, https://substackcdn.com/image/fetch/$s_!urFp!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F872c8758-d39b-411f-8187-d63d439b4cbd_1097x752.png 848w, https://substackcdn.com/image/fetch/$s_!urFp!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F872c8758-d39b-411f-8187-d63d439b4cbd_1097x752.png 1272w, https://substackcdn.com/image/fetch/$s_!urFp!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F872c8758-d39b-411f-8187-d63d439b4cbd_1097x752.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>In prior cycles, market price has dropped below the realized price. It happened in 2018. It happened in 2022. When it does, it signals genuine capitulation, the kind that marks the final washout before the next rising phase begins.</p><p>We are sitting roughly 20% above that level right now. That is not a guarantee we go there. But it is also not a number you can dismiss. The setup exists, and anyone who is not thinking about it is not being honest with themselves about where bear markets historically end.</p><h4>The Monthly Still Point Lower</h4><p>Price just tagged the 200-week moving average. That is a level worth respecting as touching it tends to produce at least a short-term reaction higher.</p><p>So yes, a bounce from here is entirely possible. It would not surprise me at all.</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://panicdrop.substack.com/subscribe?"><span>Subscribe now</span></a></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!l0L1!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F99937e66-a272-4cbc-b777-925dffcc92d9_1767x790.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!l0L1!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F99937e66-a272-4cbc-b777-925dffcc92d9_1767x790.png 424w, https://substackcdn.com/image/fetch/$s_!l0L1!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F99937e66-a272-4cbc-b777-925dffcc92d9_1767x790.png 848w, https://substackcdn.com/image/fetch/$s_!l0L1!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F99937e66-a272-4cbc-b777-925dffcc92d9_1767x790.png 1272w, https://substackcdn.com/image/fetch/$s_!l0L1!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F99937e66-a272-4cbc-b777-925dffcc92d9_1767x790.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!l0L1!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F99937e66-a272-4cbc-b777-925dffcc92d9_1767x790.png" width="1456" height="651" 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srcset="https://substackcdn.com/image/fetch/$s_!l0L1!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F99937e66-a272-4cbc-b777-925dffcc92d9_1767x790.png 424w, https://substackcdn.com/image/fetch/$s_!l0L1!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F99937e66-a272-4cbc-b777-925dffcc92d9_1767x790.png 848w, https://substackcdn.com/image/fetch/$s_!l0L1!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F99937e66-a272-4cbc-b777-925dffcc92d9_1767x790.png 1272w, https://substackcdn.com/image/fetch/$s_!l0L1!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F99937e66-a272-4cbc-b777-925dffcc92d9_1767x790.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>But zoom out to the monthly and the picture stays bearish. The 10-month moving average is declining and Bitcoin keeps printing closes beneath it. The cycle timing backs that up. Prior four-year cycle lows formed in the October timeframe. We are several months short of that.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!TdL_!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F03586713-c460-4426-8159-ee4d68d080f6_1766x795.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!TdL_!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F03586713-c460-4426-8159-ee4d68d080f6_1766x795.png 424w, https://substackcdn.com/image/fetch/$s_!TdL_!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F03586713-c460-4426-8159-ee4d68d080f6_1766x795.png 848w, https://substackcdn.com/image/fetch/$s_!TdL_!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F03586713-c460-4426-8159-ee4d68d080f6_1766x795.png 1272w, https://substackcdn.com/image/fetch/$s_!TdL_!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F03586713-c460-4426-8159-ee4d68d080f6_1766x795.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!TdL_!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F03586713-c460-4426-8159-ee4d68d080f6_1766x795.png" width="1456" height="655" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/03586713-c460-4426-8159-ee4d68d080f6_1766x795.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:655,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:93412,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://panicdrop.substack.com/i/201848231?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F03586713-c460-4426-8159-ee4d68d080f6_1766x795.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!TdL_!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F03586713-c460-4426-8159-ee4d68d080f6_1766x795.png 424w, https://substackcdn.com/image/fetch/$s_!TdL_!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F03586713-c460-4426-8159-ee4d68d080f6_1766x795.png 848w, https://substackcdn.com/image/fetch/$s_!TdL_!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F03586713-c460-4426-8159-ee4d68d080f6_1766x795.png 1272w, https://substackcdn.com/image/fetch/$s_!TdL_!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F03586713-c460-4426-8159-ee4d68d080f6_1766x795.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h4>Where I Bought and What I Am Watching Next</h4><p>I put in orders at $60,000 and they filled. I said I would buy there and I did. That position is now slightly above water, but I am not celebrating yet.</p><p>My eyes are now on the $55,000 level as the next meaningful zone. If we get there, I add more. If we get a flush below that, toward the realized price level in the low $50,000s, I want to have cash ready for that as well.</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://panicdrop.substack.com/subscribe?"><span>Subscribe now</span></a></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!KGgN!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2fea05a0-e2d7-47be-9826-6aa746d2dddd_1491x795.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!KGgN!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2fea05a0-e2d7-47be-9826-6aa746d2dddd_1491x795.png 424w, https://substackcdn.com/image/fetch/$s_!KGgN!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2fea05a0-e2d7-47be-9826-6aa746d2dddd_1491x795.png 848w, https://substackcdn.com/image/fetch/$s_!KGgN!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2fea05a0-e2d7-47be-9826-6aa746d2dddd_1491x795.png 1272w, https://substackcdn.com/image/fetch/$s_!KGgN!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2fea05a0-e2d7-47be-9826-6aa746d2dddd_1491x795.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!KGgN!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2fea05a0-e2d7-47be-9826-6aa746d2dddd_1491x795.png" width="1456" height="776" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/2fea05a0-e2d7-47be-9826-6aa746d2dddd_1491x795.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:776,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:95712,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://panicdrop.substack.com/i/201848231?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2fea05a0-e2d7-47be-9826-6aa746d2dddd_1491x795.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!KGgN!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2fea05a0-e2d7-47be-9826-6aa746d2dddd_1491x795.png 424w, https://substackcdn.com/image/fetch/$s_!KGgN!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2fea05a0-e2d7-47be-9826-6aa746d2dddd_1491x795.png 848w, https://substackcdn.com/image/fetch/$s_!KGgN!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2fea05a0-e2d7-47be-9826-6aa746d2dddd_1491x795.png 1272w, https://substackcdn.com/image/fetch/$s_!KGgN!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2fea05a0-e2d7-47be-9826-6aa746d2dddd_1491x795.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>And if the market does something most people think is impossible and pushes into the low $40,000 range? I want dry powder for that too. The difference between good accumulation and getting wiped out in a bear market is almost always cash management.</p><h4>Defense First, Then Build</h4><p>The declining phase is not finished. We are getting closer to the cycle low, but closer is not there yet. My plan is simple. I keep cash ready. I add in pieces at levels that make sense. I do not go all in at any single point, because I want ammunition left if price does something that surprises everyone.</p><p>The people who benefit most from the next rising phase are almost always the ones who were buying aggressively during maximum fear, not the ones who chased the early bounce.</p><p>Stay patient. Stay protected. The setup is getting closer.</p><p>Thanks for reading!</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe&quot;,&quot;text&quot;:&quot;Join +4200 subscribers&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://panicdrop.substack.com/subscribe"><span>Join +4200 subscribers</span></a></p><p><strong>PS&#8230; Want the complete shortcut to trading altcoins with precision (without wasting months on trial-and-error)?</strong></p><p><a href="https://panicdrop.thrivecart.com/apt/">Click here to grab the </a><strong><a href="https://panicdrop.thrivecart.com/apt/">Altcoin Profit Toolkit</a></strong> &#8212; 8 structured modules + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader.</p><div><hr></div><p><em>Written by Timothy Assi, an Elite Popular Investor on eToro.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term=&quot;,&quot;text&quot;:&quot;Skip the work - Copy my portfolio&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term="><span>Skip the work - Copy my portfolio</span></a></p><p><em>Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.</em></p><p><em>Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://calendly.com/timothyassi/60min&quot;,&quot;text&quot;:&quot;Book Portfolio Strategy Call&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://calendly.com/timothyassi/60min"><span>Book Portfolio Strategy Call</span></a></p><p><em>Connect with me on:</em></p><p><em>&#128998; Linkedin: Timothy Assi</em></p><p><em>&#129002; Instagram: @panic_drop</em></p><p><em>&#11035; X: @timoassi</em></p><p><em>&#128231; timothy@panicdrop.com</em></p><p>&#129001; <em>Panic Drop Podcast : on your favorite streaming app</em></p><p><a href="http://www.panicdrop.com/">www.panicdrop.com</a></p>]]></content:encoded></item><item><title><![CDATA[Sa 13/6 | Daily Crypto & Macro News]]></title><description><![CDATA[Panic Drop Podcast]]></description><link>https://panicdrop.substack.com/p/sa-136-daily-crypto-and-macro-news</link><guid isPermaLink="false">https://panicdrop.substack.com/p/sa-136-daily-crypto-and-macro-news</guid><pubDate>Sat, 13 Jun 2026 06:15:21 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/201839699/9ac5e9f72b1afa8382bfa23253e95d94.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Happy Friday all! </p><p>If you missed the past 24 hours in crypto and stocks, here's your full recap:</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://panicdrop.substack.com/subscribe?"><span>Subscribe now</span></a></p><p>&#128680; Major Headlines &amp; Market Moves &#128680;</p><p>SpaceX completes the largest IPO in history and begins trading on Nasdaq under ticker $SPCX. Shares surge sharply after opening well above the $135 IPO price, pushing the company&#8217;s market cap above $2 trillion and briefly making it one of the top 6-7 largest companies in the world by market cap.</p><p>Elon Musk becomes the world&#8217;s first trillionaire as SpaceX shares trade actively on debut day, with hundreds of millions of shares changing hands in a single session.</p><p>SpaceX discloses holdings of 18,712 BTC, instantly ranking it among the largest public corporate Bitcoin holders.</p><p>Bitcoin climbs to $64,133 after bouncing cleanly off its 200-week moving average</p><p>Standard Chartered declares the Bitcoin bear market bottom is in at $59,000 and welcomes the start of &#8220;crypto Spring.&#8221;</p><p>The White House signals optimism that the crypto Clarity Act can be passed by July 4th, with officials noting significant behind-the-scenes progress.</p><p>Iran and the US advance toward a potential agreement referred to as the &#8220;Islamabad Agreement,&#8221; with Iranian officials stating that understandings have been reached on a large portion of issues and that final internal conclusions are near.</p><p>Iran emphasizes it will not surrender control of the Strait of Hormuz in any deal with the US.</p><p>Crypto derivatives platforms see explosive interest in SpaceX exposure, with Hyperliquid&#8217;s $SPCX pre-IPO perpetual futures surpassing $1 billion in 24-hour volume and hundreds of millions in open interest.</p><p>Some crypto platforms encounter issues delivering SpaceX-related products, leading to canceled campaigns and full refunds for users on certain exchanges.</p><p>The DOJ approves Paramount&#8217;s $110 billion acquisition of Warner Bros.</p><p>The US government orders Anthropic to suspend foreign access to its Mythos Fable 5 AI model over national security concerns.</p><p>&#128202; Altcoin Market Updates &#128202;</p><p>Zcash passes a comprehensive security audit conducted with Anthropic&#8217;s Mythos, with no additional serious bugs identified in the protocol.</p><p>Solana outperforms several centralized exchanges by bringing SpaceX-related trading products to market first and handling demand without downtime or service issues.</p><p>Hyperliquid&#8217;s native token reclaims the $60 level amid heavy platform activity driven by high-volume perpetual markets.</p><p>If you enjoyed this daily roundup, make sure to follow me &#8211; I&#8217;ll see you tomorrow.</p><p>$BTC $ETH $SPACEX $SPY $QQQ  </p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe&quot;,&quot;text&quot;:&quot;Join +4200 subscribers&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://panicdrop.substack.com/subscribe"><span>Join +4200 subscribers</span></a></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!fdsn!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!fdsn!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 424w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 848w, 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data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1400,&quot;width&quot;:1400,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;Afbeelding&quot;,&quot;title&quot;:&quot;Afbeelding&quot;,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="Afbeelding" title="Afbeelding" srcset="https://substackcdn.com/image/fetch/$s_!fdsn!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 424w, 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y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p><strong>PS&#8230; Want the complete shortcut to trading altcoins with precision (without wasting months on trial-and-error)?</strong></p><p><a href="https://panicdrop.thrivecart.com/apt/">Clere to grab the </a><strong><a href="https://panicdrop.thrivecart.com/apt/">Altcoin Profit Toolkit</a></strong> &#8212; 8 structured modules + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader.</p><div><hr></div><p><em>Written by Timothy Assi, an Elite Popular Investor on eToro.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term=&quot;,&quot;text&quot;:&quot;Skip the work - Copy my portfolio&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term="><span>Skip the work - Copy my portfolio</span></a></p><p><em>Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.</em></p><p><em>Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://calendly.com/timothyassi/60min&quot;,&quot;text&quot;:&quot;Book Portfolio Strategy Call&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://calendly.com/timothyassi/60min"><span>Book Portfolio Strategy Call</span></a></p><p><em>Connect with me on:</em></p><p><em>&#128998; Linkedin: Timothy Assi</em></p><p><em>&#129002; Instagram: @panic_drop</em></p><p><em>&#11035; X: @timoassi</em></p><p><em>&#128231; timothy@panicdrop.com</em></p><p>&#129001; <em>Panic Drop Podcast : on your favorite streaming app</em></p><p><a href="http://www.panicdrop.com/">www.panicdrop.com</a></p>]]></content:encoded></item><item><title><![CDATA[Fr 12/6 | Daily Crypto & Macro News]]></title><description><![CDATA[Panic Drop Podcast]]></description><link>https://panicdrop.substack.com/p/fr-126-daily-crypto-and-macro-news</link><guid isPermaLink="false">https://panicdrop.substack.com/p/fr-126-daily-crypto-and-macro-news</guid><pubDate>Fri, 12 Jun 2026 04:38:03 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/201697537/754f9068690bf12071aceebe485acc90.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Happy Friday all! </p><p>If you missed the past 24 hours in crypto and stocks, here's your full recap:</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://panicdrop.substack.com/subscribe?"><span>Subscribe now</span></a></p><p>&#128680; Major Headlines &amp; Market Moves &#128680;</p><p></p><p>- SpaceX priced its record IPO at $135 per share, raising $75 billion through the sale of over 555 million shares and hitting a $1.77 trillion valuation, with projections exceeding $2 trillion and retail orders surpassing $100 billion.</p><p></p><p>- The United States officially became the world&#8217;s largest oil producer and exporter, surpassing Saudi Arabia.</p><p></p><p>- $1.15 trillion was added to the U.S. stock market in a single day, with the S&amp;P 500 rallying 1.75%.</p><p></p><p>- U.S. PPI rose to 6.5%, beating expectations. For the first time since 2023, U.S. prices are now rising faster than wages.</p><p></p><p>- The ECB and Denmark each hiked rates by 25 basis points for the first time since 2023 amid rising global inflation pressures.</p><p></p><p>- BlackRock filed an 8-A form for its Bitcoin Premium Income ETF, which typically signals a launch within about one week.</p><p></p><p>- Bitcoin now has an 81% chance of pumping back above $65,000 this month according to Polymarket.</p><p></p><p>- U.S. Senator Cynthia Lummis said a Strategic Bitcoin Reserve has &#8220;generational&#8221; upside.</p><p></p><p>- CFTC Chair Mike Selig said the Clarity Act will help future-proof Bitcoin and crypto by setting clear rules and ending regulation by enforcement and opaque guidelines.</p><p></p><p>- Hungary plans to decriminalize Bitcoin and crypto trading.</p><p></p><p>- Bitcoin and Gold are the two worst-performing major assets year-to-date in 2026, while emerging markets/international stocks, small/mid caps, and value stocks have outperformed U.S. large caps and most of the Magnificent 7.</p><p></p><p>- X added &#8220;Big Charts&#8221; for crypto and stock tickers directly on the timeline.</p><p></p><p>- Citigroup plans to launch tokenized securities of private companies.</p><p></p><p>&#128202; Altcoin Market Updates &#128202;</p><p></p><p>- XRP was recognized in Fortune Magazine&#8217;s inaugural FortuneCrypto100 ranking of the most influential blockchain projects.</p><p></p><p>- Kalshi launched $HYPE perpetuals trading, with the token also listed on Public. Fomo separately announced perpetuals powered by Hyperliquid and Trade.xyz.</p><p></p><p>- The $MATCH token on Solana surged 55% today as the leading World Cup token ahead of the opening ceremonies.</p><p></p><p>- Coinbase introduced &#8220;Coinbase for Agents,&#8221; enabling AI agents to autonomously execute trades, manage portfolios under guardrails, and pay for data/research tools.</p><p></p><p>- The Solana Foundation said the $SPCX IPO will be available on Solana as soon as it launches anywhere.</p><p></p><p>- Cardano co-founder Charles Hoskinson announced plans to create a well-moderated Discord for a community migration away from X to enable more positive and productive discussions.</p><p></p><p>- $SPCX pre-IPO perpetuals on Hyperliquid surpassed $150 million in open interest.</p><p></p><p>- Michael Saylor stated that confidence in Ethereum has collapsed amid intense competition from other chains and L2s, which will succeed or fail based on real utility.</p><p></p><p>If you enjoyed this daily roundup, make sure to follow me &#8211; I'll see you tomorrow.</p><p></p><p>$BTC $ETH $SOL $SPY $OIL  </p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe&quot;,&quot;text&quot;:&quot;Join +4200 subscribers&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://panicdrop.substack.com/subscribe"><span>Join +4200 subscribers</span></a></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!fdsn!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!fdsn!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 424w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 848w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!fdsn!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg" width="1400" height="1400" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1400,&quot;width&quot;:1400,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;Afbeelding&quot;,&quot;title&quot;:&quot;Afbeelding&quot;,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="Afbeelding" title="Afbeelding" srcset="https://substackcdn.com/image/fetch/$s_!fdsn!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 424w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 848w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p><strong>PS&#8230; Want the complete shortcut to trading altcoins with precision (without wasting months on trial-and-error)?</strong></p><p><a href="https://panicdrop.thrivecart.com/apt/">Clere to grab the </a><strong><a href="https://panicdrop.thrivecart.com/apt/">Altcoin Profit Toolkit</a></strong> &#8212; 8 structured modules + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader.</p><div><hr></div><p><em>Written by Timothy Assi, an Elite Popular Investor on eToro.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term=&quot;,&quot;text&quot;:&quot;Skip the work - Copy my portfolio&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term="><span>Skip the work - Copy my portfolio</span></a></p><p><em>Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.</em></p><p><em>Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://calendly.com/timothyassi/60min&quot;,&quot;text&quot;:&quot;Book Portfolio Strategy Call&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://calendly.com/timothyassi/60min"><span>Book Portfolio Strategy Call</span></a></p><p><em>Connect with me on:</em></p><p><em>&#128998; Linkedin: Timothy Assi</em></p><p><em>&#129002; Instagram: @panic_drop</em></p><p><em>&#11035; X: @timoassi</em></p><p><em>&#128231; timothy@panicdrop.com</em></p><p>&#129001; <em>Panic Drop Podcast : on your favorite streaming app</em></p><p><a href="http://www.panicdrop.com/">www.panicdrop.com</a></p>]]></content:encoded></item><item><title><![CDATA[February Low Broken. Summer Chop Ahead. Here Is the Full Playbook.]]></title><description><![CDATA[Top Altcoin Playbook (Premium Video)]]></description><link>https://panicdrop.substack.com/p/february-low-broken-summer-chop-ahead</link><guid isPermaLink="false">https://panicdrop.substack.com/p/february-low-broken-summer-chop-ahead</guid><dc:creator><![CDATA[Panic Drop -  Timothy Assi]]></dc:creator><pubDate>Thu, 11 Jun 2026 07:43:51 GMT</pubDate><enclosure url="https://substack-video.s3.amazonaws.com/video_upload/post/201557558/7f09d6bd-8c3d-4712-a6b9-3e8a2c959f53/transcoded-1781163794.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>It finally happened.</p><p>Bitcoin took out the February low and confirmed what the four-year cycle has been pointing to for months. The bear market is continuing and there is still room for more downside before this is over. That is not a surprise. It is something we discussed many month ahead.</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://panicdrop.substack.com/subscribe?"><span>Subscribe now</span></a></p><p>The altcoin market is getting a serious trim this week as well. Most coins are not worth tracking in a market like this. Holding weak altcoins through a late stage bear market is one of the most expensive mistakes you can make. This report focuses only on the coins showing real relative strength, the ones that are either holding structure or bouncing off clean levels while everything else bleeds.</p><p>Because even now, a handful of charts are still doing something worth trading.</p><p>The Gen Z generation has moved on from crypto and is chasing AI penny stocks the same way retail chased altcoins in past cycles. That tells you exactly where we are in the sentiment cycle for crypto and exactly why the opportunity for patient, prepared investors is getting bigger every week.</p><p>The <strong>Top Altcoin Playbook</strong> does not chase recoveries. It tracks strength. And right now, finding what is actually holding up is the most valuable edge in this market.</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe&quot;,&quot;text&quot;:&quot;Turn crypto volatility into profits&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://panicdrop.substack.com/subscribe"><span>Turn crypto volatility into profits</span></a></p><div><hr></div><p>P.S.: I built an AI tool, <strong>Pinfolio</strong>, that analyses stocks for you. Earnings, valuations, and the levels worth buying at, all in one place. Now live on the new eToro App Store. </p><p>Check it out: </p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://pinfolio-app.netlify.app/app&quot;,&quot;text&quot;:&quot;Pinfolio&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://pinfolio-app.netlify.app/app"><span>Pinfolio</span></a></p><div><hr></div><h3><strong>Bitcoin ($BTC)</strong></h3><p><strong>Key Levels to Watch:</strong></p><ul><li><p><strong>Support: </strong>$60K,<strong> </strong>$55k</p></li><li><p><strong>Resistance:</strong> $65.5K , $72K</p></li></ul><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!lwpl!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa8dcb0ee-c6d0-435b-ac8c-501eca6705ef_1767x805.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!lwpl!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa8dcb0ee-c6d0-435b-ac8c-501eca6705ef_1767x805.png 424w, https://substackcdn.com/image/fetch/$s_!lwpl!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa8dcb0ee-c6d0-435b-ac8c-501eca6705ef_1767x805.png 848w, https://substackcdn.com/image/fetch/$s_!lwpl!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa8dcb0ee-c6d0-435b-ac8c-501eca6705ef_1767x805.png 1272w, https://substackcdn.com/image/fetch/$s_!lwpl!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa8dcb0ee-c6d0-435b-ac8c-501eca6705ef_1767x805.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!lwpl!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa8dcb0ee-c6d0-435b-ac8c-501eca6705ef_1767x805.png" width="1456" height="663" 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srcset="https://substackcdn.com/image/fetch/$s_!lwpl!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa8dcb0ee-c6d0-435b-ac8c-501eca6705ef_1767x805.png 424w, https://substackcdn.com/image/fetch/$s_!lwpl!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa8dcb0ee-c6d0-435b-ac8c-501eca6705ef_1767x805.png 848w, https://substackcdn.com/image/fetch/$s_!lwpl!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa8dcb0ee-c6d0-435b-ac8c-501eca6705ef_1767x805.png 1272w, https://substackcdn.com/image/fetch/$s_!lwpl!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa8dcb0ee-c6d0-435b-ac8c-501eca6705ef_1767x805.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><div><hr></div><h3><strong>Ethereum ($ETH)</strong></h3><p><strong>Key Levels to Watch:</strong></p><ul><li><p><strong>Support:</strong> $2150</p></li><li><p><strong>Resistance:</strong> $2400</p></li></ul><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!ziFP!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd59b73db-d1c8-4ce4-b7e1-83977c0dbc14_1771x793.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!ziFP!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd59b73db-d1c8-4ce4-b7e1-83977c0dbc14_1771x793.png 424w, https://substackcdn.com/image/fetch/$s_!ziFP!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd59b73db-d1c8-4ce4-b7e1-83977c0dbc14_1771x793.png 848w, https://substackcdn.com/image/fetch/$s_!ziFP!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd59b73db-d1c8-4ce4-b7e1-83977c0dbc14_1771x793.png 1272w, https://substackcdn.com/image/fetch/$s_!ziFP!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd59b73db-d1c8-4ce4-b7e1-83977c0dbc14_1771x793.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!ziFP!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd59b73db-d1c8-4ce4-b7e1-83977c0dbc14_1771x793.png" width="1456" height="652" 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class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>Next, we&#8217;ll dive into trade setups for 12 select Top Altcoins (Premium Video).</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe&quot;,&quot;text&quot;:&quot;Check out all the charts!&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://panicdrop.substack.com/subscribe"><span>Check out all the charts!</span></a></p>
      <p>
          <a href="https://panicdrop.substack.com/p/february-low-broken-summer-chop-ahead">
              Read more
          </a>
      </p>
   ]]></content:encoded></item><item><title><![CDATA[Th 11/6 | Daily Crypto & Macro News]]></title><description><![CDATA[Panic Drop Podcast]]></description><link>https://panicdrop.substack.com/p/th-116-daily-crypto-and-macro-news</link><guid isPermaLink="false">https://panicdrop.substack.com/p/th-116-daily-crypto-and-macro-news</guid><pubDate>Thu, 11 Jun 2026 05:00:39 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/201551792/b9b1f76ef5c727cd335bd879871cfd6b.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Happy Thursday all! </p><p>If you missed the past 24 hours in crypto and stocks, here's your full recap:</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://panicdrop.substack.com/subscribe?"><span>Subscribe now</span></a></p><p>&#128680; Major Headlines &amp; Market Moves &#128680;</p><p></p><p>- U.S. inflation rose to 4.2%, with President Trump commenting that he loves inflation.</p><p></p><p>- $1.1 trillion was wiped from the U.S. stock market.</p><p></p><p>- The Warren Buffett Indicator hit its highest level ever, signaling the stock market is significantly overvalued.</p><p></p><p>- SpaceX&#8217;s IPO has attracted demand for more than four times the shares available, with retail traders reportedly borrowing money to chase it.</p><p></p><p>- Senator Cynthia Lummis stated that other nations are accumulating Bitcoin quietly and that the U.S. should do it loudly by law.</p><p></p><p>- MicroStrategy CEO Phong Le reaffirmed that the company will continue to be the largest buyer and holder of Bitcoin in the world.</p><p></p><p>- Polymarket now gives a 63% chance that Bitcoin will pump back above $65,000 this month.</p><p></p><p>- Interest expense on U.S. public debt hit a record $1.3 trillion over the last 12 months and is on track to become the largest line item in the federal budget.</p><p></p><p>- Oracle reported strong Q4 results with cloud revenue up 47% year-over-year to $9.9 billion and beat earnings expectations.</p><p></p><p>- U.S. sanctions were imposed on multiple Chinese companies for supporting Iran, amid ongoing geopolitical tensions.</p><p></p><p>&#128202; Altcoin Market Updates &#128202;</p><p></p><p>- Total staked Solana supply value hit its lowest level since early December 2023.</p><p></p><p>- NEAR Protocol announced that Hyperliquid&#8217;s Hypercore is now live on NEAR Intents.</p><p></p><p>If you enjoyed this daily roundup, make sure to follow me &#8211; I'll see you tomorrow.</p><p></p><p>$BTC $ETH $SPX500 $NSDQ100 $OIL    </p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe&quot;,&quot;text&quot;:&quot;Join +4200 subscribers&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://panicdrop.substack.com/subscribe"><span>Join +4200 subscribers</span></a></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!fdsn!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!fdsn!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 424w, 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y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p><strong>PS&#8230; Want the complete shortcut to trading altcoins with precision (without wasting months on trial-and-error)?</strong></p><p><a href="https://panicdrop.thrivecart.com/apt/">Clere to grab the </a><strong><a href="https://panicdrop.thrivecart.com/apt/">Altcoin Profit Toolkit</a></strong> &#8212; 8 structured modules + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader.</p><div><hr></div><p><em>Written by Timothy Assi, an Elite Popular Investor on eToro.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term=&quot;,&quot;text&quot;:&quot;Skip the work - Copy my portfolio&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term="><span>Skip the work - Copy my portfolio</span></a></p><p><em>Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.</em></p><p><em>Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://calendly.com/timothyassi/60min&quot;,&quot;text&quot;:&quot;Book Portfolio Strategy Call&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://calendly.com/timothyassi/60min"><span>Book Portfolio Strategy Call</span></a></p><p><em>Connect with me on:</em></p><p><em>&#128998; Linkedin: Timothy Assi</em></p><p><em>&#129002; Instagram: @panic_drop</em></p><p><em>&#11035; X: @timoassi</em></p><p><em>&#128231; timothy@panicdrop.com</em></p><p>&#129001; <em>Panic Drop Podcast : on your favorite streaming app</em></p><p><a href="http://www.panicdrop.com/">www.panicdrop.com</a></p>]]></content:encoded></item><item><title><![CDATA[We 10/6 | Daily Crypto & Macro News]]></title><description><![CDATA[Panic Drop Podcast]]></description><link>https://panicdrop.substack.com/p/we-106-daily-crypto-and-macro-news</link><guid isPermaLink="false">https://panicdrop.substack.com/p/we-106-daily-crypto-and-macro-news</guid><pubDate>Wed, 10 Jun 2026 04:47:23 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/201407032/4e278e16a843ca639896568c134486ae.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Happy Wednesday all! </p><p>If you missed the past 24 hours in crypto and stocks, here's your full recap:</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://panicdrop.substack.com/subscribe?"><span>Subscribe now</span></a></p><p>&#128680; Major Headlines &amp; Market Moves &#128680;</p><p></p><p>- U.S. strikes on Iran targeted air defence and radar systems around the Strait of Hormuz; Iran's Foreign Minister insisted Hormuz is not international waters.</p><p></p><p>- President Trump hinted at a Marshall Plan-style Iran reconstruction while saying the U.S. would take half of Iran's oil in return; reports indicate Iran may accept a 15-year uranium enrichment suspension.</p><p></p><p>- Odds of the next Fed rate hike before 2027 surged to 52% on Kalshi prediction markets.</p><p></p><p>- Big Tech AI infrastructure spending by Google, Amazon, Microsoft and Meta is projected to hit $670 billion this year &#8212; 2.1% of GDP, exceeding the scale of 1850s U.S. railroad investment.</p><p></p><p>- AI hyperscalers issued $159 billion in new debt in the first five months of 2026, up 47% from all of last year.</p><p></p><p>- Google sold $85 billion of stock &#8212; more than the largest IPO in history &#8212; to fund its AI boom.</p><p></p><p>- Emerging Markets earnings are expected to rise nearly 50% in 2026 after a decade of annual disappointments, with TSMC, Samsung and SK Hynix alone driving over half the growth via AI capex.</p><p></p><p>- SpaceX plans to begin testing AI data centers in space next year.</p><p></p><p>- The White House will host law enforcement groups to address Clarity Act concerns, while major crypto firms urged Congress to add legal protections for developers in the bill.</p><p></p><p>- Over $233 million in crypto longs were liquidated in the past 24 hours.</p><p></p><p>- Blockstream CEO Adam Back discussed Bitcoin's sovereign and pension adoption curve, advised buying dips, and stated quantum computing poses no current threat to Bitcoin.</p><p></p><p>- Policy advocates called for de minimis tax exemptions on small Bitcoin transactions to support real-world use.</p><p></p><p>- Billionaire Tim Draper said Bitcoin is more secure than dollars in bank accounts and dismissed quantum risks.</p><p></p><p>- Binance founder CZ said Bitcoin "won't be dead for too long" and told investors "Don't panic."</p><p></p><p>- El Salvador now holds 7,677 BTC worth approximately $480 million, five years after its Bitcoin Law.</p><p></p><p>- The Trump family has generated $2.3 billion in profits from crypto ventures.</p><p></p><p>&#128202; Altcoin Market Updates &#128202;</p><p></p><p>- $MATCH launched as the top Solana token ahead of the World Cup, offering a simple interface for outcome predictions and big USDC prize wins.</p><p></p><p>- Ansem announced he is buying memecoins on Solana and posted a photo of his dog Nico, &#8220;The Good Lord Dog.&#8221;</p><p></p><p>- NEAR Protocol went live with Hyperliquid perps, enabling deposits of any asset from 35+ chains into 50+ markets with up to 40x leverage.</p><p></p><p>- The $SPCX pre-IPO perpetual on Hyperliquid surpassed $100 million in open interest.</p><p></p><p>- Humanity Protocol reported a security incident with compromised private keys, warned users to avoid its bridge and liquidity pools, and saw its token $H drop ~80%.</p><p></p><p>- Binance stock trading surpassed $400 million in assets under management just one week after launch.</p><p></p><p>If you enjoyed this daily roundup, make sure to follow me &#8211; I'll see you tomorrow.</p><p></p><p>$BTC $ETH $SPY $QQQ $OIL  </p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe&quot;,&quot;text&quot;:&quot;Join +4200 subscribers&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://panicdrop.substack.com/subscribe"><span>Join +4200 subscribers</span></a></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!fdsn!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!fdsn!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 424w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 848w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1272w, 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y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p><strong>PS&#8230; Want the complete shortcut to trading altcoins with precision (without wasting months on trial-and-error)?</strong></p><p><a href="https://panicdrop.thrivecart.com/apt/">Clere to grab the </a><strong><a href="https://panicdrop.thrivecart.com/apt/">Altcoin Profit Toolkit</a></strong> &#8212; 8 structured modules + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader.</p><div><hr></div><p><em>Written by Timothy Assi, an Elite Popular Investor on eToro.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term=&quot;,&quot;text&quot;:&quot;Skip the work - Copy my portfolio&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term="><span>Skip the work - Copy my portfolio</span></a></p><p><em>Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.</em></p><p><em>Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://calendly.com/timothyassi/60min&quot;,&quot;text&quot;:&quot;Book Portfolio Strategy Call&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://calendly.com/timothyassi/60min"><span>Book Portfolio Strategy Call</span></a></p><p><em>Connect with me on:</em></p><p><em>&#128998; Linkedin: Timothy Assi</em></p><p><em>&#129002; Instagram: @panic_drop</em></p><p><em>&#11035; X: @timoassi</em></p><p><em>&#128231; timothy@panicdrop.com</em></p><p>&#129001; <em>Panic Drop Podcast : on your favorite streaming app</em></p><p><a href="http://www.panicdrop.com/">www.panicdrop.com</a></p>]]></content:encoded></item><item><title><![CDATA[Tu 9/6 | Daily Crypto & Macro News]]></title><description><![CDATA[Panic Drop Podcast]]></description><link>https://panicdrop.substack.com/p/tu-96-daily-crypto-and-macro-news</link><guid isPermaLink="false">https://panicdrop.substack.com/p/tu-96-daily-crypto-and-macro-news</guid><pubDate>Tue, 09 Jun 2026 04:43:04 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/201249485/0b304724ecc191992d05c66265301d62.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Happy Tuesday all! </p><p>If you missed the past 24 hours in crypto and stocks, here's your full recap:</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://panicdrop.substack.com/subscribe?"><span>Subscribe now</span></a></p><p>&#128680; Major Headlines &amp; Market Moves&#128680;</p><p></p><p>- Michael Saylor's Strategy bought 1,550 BTC worth around $98-101 million this week (after selling 32 BTC last week).</p><p></p><p>- Public company Strive bought 32 Bitcoin for approximately $2.1 million.</p><p></p><p>- Bernstein highlights Bitcoin attracting about $12 billion in combined inflows from ETFs and treasury companies this year, viewing it as a long-term store of value.</p><p></p><p>- Investment research firm Brownstone states that not buying this Bitcoin dip will be remembered as a mistake, similar to missing the 2022 crash, with Wall Street acquiring exposure amid building momentum and expected CLARITY Act passage.</p><p></p><p>- Coinbase's John D'Agostino notes institutional investors and governments are buying Bitcoin at a discount, seeing it as even more attractive at current levels compared to higher prices.</p><p></p><p>- CFTC Chairman Mike Selig and Congressman Bryan Steil are working to deliver regulatory clarity and position the US as the crypto capital of the world.</p><p></p><p>- 59% chance of BTC hitting $50,000 before $100,000 according to Kalshi traders.</p><p></p><p>- Citigroup maintains its 6-12 month gold price target at $5,000/oz.</p><p></p><p>- OpenAI confidentially files for IPO.</p><p></p><p>- Apple falls nearly 5% after its biggest AI update, wiping out $230 billion from its market cap.</p><p></p><p>- Bank of America advises investors to take profits citing too many red flags in the stock market.</p><p></p><p>- Nvidia CEO Jensen Huang says AI stocks are very cheap right now.</p><p></p><p>- SpaceX&#8217;s Nasdaq IPO reported as well oversubscribed.</p><p></p><p>- President Trump approval rating near lowest level of his political career per Reuters/Ipsos poll.</p><p></p><p>&#128202; Altcoin Market Updates&#128202;</p><p></p><p>- Tom Lee's BitMine buys 126,971 ETH worth $213 million.</p><p></p><p>- Coinbase announces BNB and HYPE monthly and perpetual-style futures now live on Coinbase Derivatives.</p><p></p><p>- Hyperliquid's HyperEVM USDC supply surpasses $5 billion, with Coinbase as the official deployer of its USDC treasury wallet.</p><p></p><p>- TON blockchain community votes to rename native token from TON/TONCOIN to GRAM per Telegram proposal.</p><p></p><p>If you enjoyed this daily roundup, make sure to follow me &#8211; I'll see you tomorrow.</p><p></p><p>$BTC $ETH $AAPL $SPY $QQQ  </p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe&quot;,&quot;text&quot;:&quot;Join +4200 subscribers&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://panicdrop.substack.com/subscribe"><span>Join +4200 subscribers</span></a></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!fdsn!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!fdsn!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 424w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 848w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!fdsn!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg" width="1400" height="1400" 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y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p><strong>PS&#8230; Want the complete shortcut to trading altcoins with precision (without wasting months on trial-and-error)?</strong></p><p><a href="https://panicdrop.thrivecart.com/apt/">Clere to grab the </a><strong><a href="https://panicdrop.thrivecart.com/apt/">Altcoin Profit Toolkit</a></strong> &#8212; 8 structured modules + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader.</p><div><hr></div><p><em>Written by Timothy Assi, an Elite Popular Investor on eToro.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term=&quot;,&quot;text&quot;:&quot;Skip the work - Copy my portfolio&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term="><span>Skip the work - Copy my portfolio</span></a></p><p><em>Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.</em></p><p><em>Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://calendly.com/timothyassi/60min&quot;,&quot;text&quot;:&quot;Book Portfolio Strategy Call&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://calendly.com/timothyassi/60min"><span>Book Portfolio Strategy Call</span></a></p><p><em>Connect with me on:</em></p><p><em>&#128998; Linkedin: Timothy Assi</em></p><p><em>&#129002; Instagram: @panic_drop</em></p><p><em>&#11035; X: @timoassi</em></p><p><em>&#128231; timothy@panicdrop.com</em></p><p>&#129001; <em>Panic Drop Podcast : on your favorite streaming app</em></p><p><a href="http://www.panicdrop.com/">www.panicdrop.com</a></p>]]></content:encoded></item><item><title><![CDATA[Mo 8/6 | Daily Crypto & Macro News]]></title><description><![CDATA[Panic Drop Podcast]]></description><link>https://panicdrop.substack.com/p/mo-86-daily-crypto-and-macro-news</link><guid isPermaLink="false">https://panicdrop.substack.com/p/mo-86-daily-crypto-and-macro-news</guid><pubDate>Mon, 08 Jun 2026 05:20:14 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/201100185/52a12132c477f746b6206925ab395164.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Happy Monday all! </p><p>If you missed the past 24 hours in crypto and stocks, here's your full recap:</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://panicdrop.substack.com/subscribe?"><span>Subscribe now</span></a></p><p>&#128680; Major Headlines &amp; Market Moves &#128680;</p><p></p><p>- President Trump says he thinks the U.S. is "very close to reaching an agreement with Iran," with only "two outstanding points" that are not big ones.</p><p></p><p>- Bitcoin surged around 5% to $64,000 following positive signals on an Iran deal.</p><p></p><p>- Huge short liquidations occurred in the crypto market, with $320 million wiped out in a short period.</p><p></p><p>- Michael Saylor hinted at further Bitcoin accumulation, describing it as "a good time to add more dots."</p><p></p><p>- South Korea's KOSPI stock market halted trading after an 8.4% crash, triggering a circuit breaker.</p><p></p><p>- Elon Musk is projected to potentially become the world's first trillionaire with SpaceX's IPO on June 12th.</p><p></p><p>- S&amp;P 500 earnings growth is expected at 25% this year, driven heavily by big tech gains &#8212; levels rarely seen outside post-recession periods.</p><p></p><p>- Apple is trading at over 10x sales, marking the highest valuation in the company's history.</p><p></p><p>- The S&amp;P 500 ETF dividend yield has dipped below 1%, nearing all-time lows.</p><p></p><p>&#128202; Altcoin Market Updates &#128202;</p><p></p><p>- Solana is forecasted by Kalshi traders to potentially reach a low of $57 this month.</p><p></p><p>- Hyperliquid achieved record highs in weekly revenue and its share of perpetual futures open interest.</p><p></p><p>- Solana perp DEX volumes remain at lows compared to competitors like Hyperliquid.</p><p></p><p>If you enjoyed this daily roundup, make sure to follow me &#8211; I'll see you tomorrow.</p><p></p><p>$BTC $ETH $SPX500 $QQQ $OIL    </p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe&quot;,&quot;text&quot;:&quot;Join +4200 subscribers&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://panicdrop.substack.com/subscribe"><span>Join +4200 subscribers</span></a></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!fdsn!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!fdsn!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 424w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 848w, 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stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p><strong>PS&#8230; Want the complete shortcut to trading altcoins with precision (without wasting months on trial-and-error)?</strong></p><p><a href="https://panicdrop.thrivecart.com/apt/">Clere to grab the </a><strong><a href="https://panicdrop.thrivecart.com/apt/">Altcoin Profit Toolkit</a></strong> &#8212; 8 structured modules + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader.</p><div><hr></div><p><em>Written by Timothy Assi, an Elite Popular Investor on eToro.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term=&quot;,&quot;text&quot;:&quot;Skip the work - Copy my portfolio&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term="><span>Skip the work - Copy my portfolio</span></a></p><p><em>Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.</em></p><p><em>Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://calendly.com/timothyassi/60min&quot;,&quot;text&quot;:&quot;Book Portfolio Strategy Call&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://calendly.com/timothyassi/60min"><span>Book Portfolio Strategy Call</span></a></p><p><em>Connect with me on:</em></p><p><em>&#128998; Linkedin: Timothy Assi</em></p><p><em>&#129002; Instagram: @panic_drop</em></p><p><em>&#11035; X: @timoassi</em></p><p><em>&#128231; timothy@panicdrop.com</em></p><p>&#129001; <em>Panic Drop Podcast : on your favorite streaming app</em></p><p><a href="http://www.panicdrop.com/">www.panicdrop.com</a></p>]]></content:encoded></item><item><title><![CDATA[Is $60K The Bottom? Crypto Bounce LIVE]]></title><description><![CDATA[A recording from Panic Drop - Timothy Assi's live video]]></description><link>https://panicdrop.substack.com/p/is-60k-the-bottom-crypto-bounce-live</link><guid isPermaLink="false">https://panicdrop.substack.com/p/is-60k-the-bottom-crypto-bounce-live</guid><dc:creator><![CDATA[Panic Drop -  Timothy Assi]]></dc:creator><pubDate>Sun, 07 Jun 2026 10:34:47 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/200987167/f236f3aa401094cb490212af4639411e.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Thank you to everyone who tuned into my live video! Join me for my next live video in the app.</p><div class="install-substack-app-embed install-substack-app-embed-web" data-component-name="InstallSubstackAppToDOM"><img class="install-substack-app-embed-img" src="https://substackcdn.com/image/fetch/$s_!ydsT!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7582cf88-9af4-4776-950e-5c0b10b5ed44_328x328.png"><div class="install-substack-app-embed-text"><div class="install-substack-app-header">Get more from Panic Drop -  Timothy Assi in the Substack app</div><div class="install-substack-app-text">Available for iOS and Android</div></div><a href="https://substack.com/app/app-store-redirect?utm_campaign=app-marketing&amp;utm_content=author-post-insert&amp;utm_source=panicdrop" target="_blank" class="install-substack-app-embed-link"><button class="install-substack-app-embed-btn button primary">Get the app</button></a></div>]]></content:encoded></item><item><title><![CDATA[How To Profit From The Quality Stocks Wall Street Just Threw Away]]></title><description><![CDATA[Stock Market Pulse (June)]]></description><link>https://panicdrop.substack.com/p/how-to-profit-from-the-quality-stocks</link><guid isPermaLink="false">https://panicdrop.substack.com/p/how-to-profit-from-the-quality-stocks</guid><dc:creator><![CDATA[Panic Drop -  Timothy Assi]]></dc:creator><pubDate>Sun, 07 Jun 2026 07:27:17 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/563e8aa0-bc30-4d54-9a8f-e80c688a44f6_1672x941.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>On paper, 2026 looks like another roaring bull year. The S&amp;P 500 is up double digits. The headlines say everything is fine. But if you have spent this year staring at a portfolio full of genuinely excellent businesses, wide moats, growing earnings, fortress balance sheets, and watched many of them sit flat or fall double digits while the index climbs, you are not imagining it, and you have not done anything wrong.</p><p>You are living through one of the narrowest, most thematic markets we have seen in years.</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe&quot;,&quot;text&quot;:&quot;Join +4200 subscribers&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://panicdrop.substack.com/subscribe"><span>Join +4200 subscribers</span></a></p><p>The gains are real, but they are being manufactured by a tiny handful of names tied to one single story. Everything else has been left for dead. And here is the part almost nobody wants to admit: it is NOT the junk being neglected. It is the highest quality compounders in the entire market that are trading well below their intrinsic value, ignored simply because they are not part of the one theme Wall Street wants to own right now.</p><p>This is the mirror image of a bubble. And it is creating the kind of setup that patient investors dream about.</p><p>In today&#8217;s analysis, I break down:</p><p>&#9679; Why this is the narrowest bull market in years, and the exact data that proves the rally is being carried by just ten stocks</p><p>&#9679; The high quality &#8220;anti bubble&#8221; names being discarded by the crowd, complete with where I am deploying every fresh dollar right now</p><p>&#9679; The trillion dollar question hanging over the entire AI trade, and why it looks a lot like the dot com buildout that ended in tears</p><p>&#9679; The four catalysts that could violently reverse this rotation, and how to be positioned before it happens</p><p>&#9679; My full game plan on the SpaceX listing, the Nasdaq 100 inclusion drama, and the S&amp;P Global spin off that affects anyone holding SPGI</p><p>If you have been frustrated watching your best businesses go nowhere while the hot names triple, this is the edition you need to read.</p><p>Let&#8217;s get to work.</p>
      <p>
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   ]]></content:encoded></item><item><title><![CDATA[Sa 6/6 | Daily Crypto & Macro News]]></title><description><![CDATA[Panic Drop Podcast]]></description><link>https://panicdrop.substack.com/p/sa-66-daily-crypto-and-macro-news</link><guid isPermaLink="false">https://panicdrop.substack.com/p/sa-66-daily-crypto-and-macro-news</guid><pubDate>Sat, 06 Jun 2026 05:00:26 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/200853729/86396dbda495c842f4834d5e8743f7ac.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Happy Saturday all! </p><p>If you missed the past 24 hours in crypto and stocks, here's your full recap:</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://panicdrop.substack.com/subscribe?"><span>Subscribe now</span></a></p><p>&#128680; Major Headlines &amp; Market Moves &#128680;</p><p></p><p>- Stronger-than-expected jobs data pushed Treasury yields higher, with the 10-year note rising above 4.5 percent, contributing to broad market pressure and reduced rate cut hopes.</p><p></p><p>- Bitcoin fell below $60,000, briefly touching around $59,100.</p><p></p><p>- Over $1.75 trillion wiped from the US stock market and around $130 billion from crypto market cap in a single day of heavy selling.</p><p></p><p>- Tech stocks, particularly semiconductors, dropped the most, with the sector down around 4.6-5.8 percent; consumer staples and healthcare were relative bright spots.</p><p></p><p>- President Trump called for lower interest rates and noted that stocks should rise following a strong jobs report.</p><p></p><p>- Significant liquidations hit crypto, with over $1 billion in long positions wiped out in 24 hours and another billion earlier in the period.</p><p></p><p>- Michael Saylor's Strategy Bitcoin holdings now show over $12-13 billion in unrealized losses.</p><p></p><p>- Tom Lee's Bitmine Ethereum position sits at roughly $10 billion in unrealized losses.</p><p></p><p>- Morgan Stanley launched in-kind creations for its spot Bitcoin ETF.</p><p></p><p>- Congressman Nick Begich's Strategic Bitcoin Reserve bill text is now public.</p><p></p><p>- Coinbase CEO Brian Armstrong remains bullish on Bitcoin through market cycles.</p><p></p><p>- S&amp;P 500 dropped 2.6% in its largest one-day decline since last October, with Bitcoin down 53% from its October peak.</p><p></p><p>&#128202; Altcoin Market Updates &#128202;</p><p></p><p>- Ethereum and broader altcoins faced pressure alongside Bitcoin, with Ethereum notably down around 69% from its all-time high.</p><p></p><p>- Hunter Biden commented on fiat issues and highlighted decentralized digital currency and blockchain as the future.</p><p></p><p>- Hyperliquid gained significant perp open interest share, with notable mentions and volume activity on Solana.</p><p></p><p>- Privacy coins like ZEC saw sharp declines following exploits.</p><p></p><p>If you enjoyed this daily roundup, make sure to follow me &#8211; I'll see you tomorrow.</p><p></p><p>$BTC $SPY $QQQ $NVDA $ETH  </p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe&quot;,&quot;text&quot;:&quot;Join +4200 subscribers&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://panicdrop.substack.com/subscribe"><span>Join +4200 subscribers</span></a></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!fdsn!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!fdsn!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 424w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 848w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!fdsn!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg" width="1400" height="1400" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1400,&quot;width&quot;:1400,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;Afbeelding&quot;,&quot;title&quot;:&quot;Afbeelding&quot;,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="Afbeelding" title="Afbeelding" srcset="https://substackcdn.com/image/fetch/$s_!fdsn!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 424w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 848w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p><strong>PS&#8230; Want the complete shortcut to trading altcoins with precision (without wasting months on trial-and-error)?</strong></p><p><a href="https://panicdrop.thrivecart.com/apt/">Clere to grab the </a><strong><a href="https://panicdrop.thrivecart.com/apt/">Altcoin Profit Toolkit</a></strong> &#8212; 8 structured modules + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader.</p><div><hr></div><p><em>Written by Timothy Assi, an Elite Popular Investor on eToro.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term=&quot;,&quot;text&quot;:&quot;Skip the work - Copy my portfolio&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term="><span>Skip the work - Copy my portfolio</span></a></p><p><em>Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.</em></p><p><em>Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://calendly.com/timothyassi/60min&quot;,&quot;text&quot;:&quot;Book Portfolio Strategy Call&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://calendly.com/timothyassi/60min"><span>Book Portfolio Strategy Call</span></a></p><p><em>Connect with me on:</em></p><p><em>&#128998; Linkedin: Timothy Assi</em></p><p><em>&#129002; Instagram: @panic_drop</em></p><p><em>&#11035; X: @timoassi</em></p><p><em>&#128231; timothy@panicdrop.com</em></p><p>&#129001; <em>Panic Drop Podcast : on your favorite streaming app</em></p><p><a href="http://www.panicdrop.com/">www.panicdrop.com</a></p>]]></content:encoded></item><item><title><![CDATA[Fr 5/6 | Daily Crypto & Macro News]]></title><description><![CDATA[Panic Drop Podcast]]></description><link>https://panicdrop.substack.com/p/fr-56-daily-crypto-and-macro-news</link><guid isPermaLink="false">https://panicdrop.substack.com/p/fr-56-daily-crypto-and-macro-news</guid><pubDate>Fri, 05 Jun 2026 05:05:13 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/200717330/2c249308a81a2a9988957f1df0393759.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Happy Friday all! </p><p>If you missed the past 24 hours in crypto and stocks, here's your full recap:</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://panicdrop.substack.com/subscribe?"><span>Subscribe now</span></a></p><p>&#128680; Major Headlines &amp; Market Moves &#128680;</p><p></p><p>The Bitcoin Fear &amp; Greed Index is deep in "Extreme Fear." Bitcoin fell to $61,655.</p><p></p><p>Standard Chartered views the dip to around $62k as the buying zone, saying "the low is almost in."</p><p></p><p>Michael Saylor's Strategy now shows an $11.5 billion unrealized loss on its Bitcoin holdings. Saylor stated that "volatility creates opportunity" and confirmed his position is not facing margin calls.</p><p></p><p>Over 50% of all Bitcoin in circulation is now held at an unrealized loss.</p><p></p><p>JPMorgan, Citi, and major US banks plan to launch a new tokenized deposit system to compete with crypto.</p><p></p><p>The first Federal National Mortgage Association-backed mortgage using Bitcoin closed in the US via Coinbase. The buyer kept their Bitcoin intact without liquidation.</p><p></p><p>Charles Schwab highlighted Bitcoin's energy backing as central to their investment framework.</p><p></p><p>US and Japan announced a $1 billion partnership to advance AI, quantum computing, fusion energy, and biotechnology.</p><p></p><p>The Pattern Day Trader rule officially ends, removing the $25,000 minimum for day trading stocks.</p><p></p><p>Spot silver rose more than 3% to $74.97/oz.</p><p></p><p>President Trump vowed historic action to lower energy prices and claimed record progress on affordability.</p><p></p><p>&#128202; Altcoin Market Updates &#128202;</p><p></p><p>Arthur Hayes dumped his entire $HYPE and $NEAR positions.</p><p></p><p>Kalshi announced Ethereum Perpetuals are now live for trading.</p><p></p><p>$ZEC dropped 26.69% after an Orchard pool exploit; Arthur Hayes announced he sold his full position.</p><p></p><p>If you enjoyed this daily roundup, make sure to follow me &#8211; I'll see you tomorrow.</p><p></p><p>$BTC $ETH $XRP $SPY $QQQ  </p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe&quot;,&quot;text&quot;:&quot;Join +4200 subscribers&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://panicdrop.substack.com/subscribe"><span>Join +4200 subscribers</span></a></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!fdsn!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!fdsn!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 424w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 848w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!fdsn!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg" width="1400" height="1400" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1400,&quot;width&quot;:1400,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;Afbeelding&quot;,&quot;title&quot;:&quot;Afbeelding&quot;,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="Afbeelding" title="Afbeelding" srcset="https://substackcdn.com/image/fetch/$s_!fdsn!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 424w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 848w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p><strong>PS&#8230; Want the complete shortcut to trading altcoins with precision (without wasting months on trial-and-error)?</strong></p><p><a href="https://panicdrop.thrivecart.com/apt/">Clere to grab the </a><strong><a href="https://panicdrop.thrivecart.com/apt/">Altcoin Profit Toolkit</a></strong> &#8212; 8 structured modules + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader.</p><div><hr></div><p><em>Written by Timothy Assi, an Elite Popular Investor on eToro.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term=&quot;,&quot;text&quot;:&quot;Skip the work - Copy my portfolio&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term="><span>Skip the work - Copy my portfolio</span></a></p><p><em>Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.</em></p><p><em>Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://calendly.com/timothyassi/60min&quot;,&quot;text&quot;:&quot;Book Portfolio Strategy Call&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://calendly.com/timothyassi/60min"><span>Book Portfolio Strategy Call</span></a></p><p><em>Connect with me on:</em></p><p><em>&#128998; Linkedin: Timothy Assi</em></p><p><em>&#129002; Instagram: @panic_drop</em></p><p><em>&#11035; X: @timoassi</em></p><p><em>&#128231; timothy@panicdrop.com</em></p><p>&#129001; <em>Panic Drop Podcast : on your favorite streaming app</em></p><p><a href="http://www.panicdrop.com/">www.panicdrop.com</a></p>]]></content:encoded></item><item><title><![CDATA[Bitcoin Is Slicing Through Support. Here Is How I Am Positioned.]]></title><description><![CDATA[Top Altcoin Playbook (Premium Video)]]></description><link>https://panicdrop.substack.com/p/bitcoin-is-slicing-through-support</link><guid isPermaLink="false">https://panicdrop.substack.com/p/bitcoin-is-slicing-through-support</guid><dc:creator><![CDATA[Panic Drop -  Timothy Assi]]></dc:creator><pubDate>Thu, 04 Jun 2026 07:54:59 GMT</pubDate><enclosure url="https://substack-video.s3.amazonaws.com/video_upload/post/200573649/8476baf3-978d-4e49-8afa-43978754184e/transcoded-1780559624.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Bitcoin is down 12% this week and slicing through support levels like they are not even there.</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://panicdrop.substack.com/subscribe?"><span>Subscribe now</span></a></p><p>65K did not hold. The 200 weekly moving average got tagged for the first time this cycle. Every level that looked like it would slow the drop has been ignored. This is what the late stage of a bear market looks like up close and it is not comfortable to watch. But it is completely normal for anyone who has studied the four-year cycle.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!T8p7!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbb3e3afe-439a-48ba-ba61-990cd2994bff_1491x801.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!T8p7!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbb3e3afe-439a-48ba-ba61-990cd2994bff_1491x801.png 424w, https://substackcdn.com/image/fetch/$s_!T8p7!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbb3e3afe-439a-48ba-ba61-990cd2994bff_1491x801.png 848w, https://substackcdn.com/image/fetch/$s_!T8p7!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbb3e3afe-439a-48ba-ba61-990cd2994bff_1491x801.png 1272w, https://substackcdn.com/image/fetch/$s_!T8p7!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbb3e3afe-439a-48ba-ba61-990cd2994bff_1491x801.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!T8p7!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbb3e3afe-439a-48ba-ba61-990cd2994bff_1491x801.png" width="1456" height="782" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/bb3e3afe-439a-48ba-ba61-990cd2994bff_1491x801.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:782,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:85677,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://panicdrop.substack.com/i/200573649?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbb3e3afe-439a-48ba-ba61-990cd2994bff_1491x801.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!T8p7!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbb3e3afe-439a-48ba-ba61-990cd2994bff_1491x801.png 424w, https://substackcdn.com/image/fetch/$s_!T8p7!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbb3e3afe-439a-48ba-ba61-990cd2994bff_1491x801.png 848w, https://substackcdn.com/image/fetch/$s_!T8p7!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbb3e3afe-439a-48ba-ba61-990cd2994bff_1491x801.png 1272w, https://substackcdn.com/image/fetch/$s_!T8p7!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbb3e3afe-439a-48ba-ba61-990cd2994bff_1491x801.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>A handful of altcoins are still holding structure or bouncing off clean support levels despite everything happening around them.</p><p>Because even in a week like this one, there are setups worth trading. You just have to know where to look.</p><p>The <strong>Top Altcoin Playbook</strong> does not chase recoveries. It tracks strength. And in a market bleeding this hard, finding what is actually holding up is the most valuable thing you can do right now.</p><p>Subscribe now and see exactly which coins made the cut.</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe&quot;,&quot;text&quot;:&quot;Turn crypto volatility into profits&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://panicdrop.substack.com/subscribe"><span>Turn crypto volatility into profits</span></a></p><div><hr></div><p>P.S.: I built an AI tool, <strong>Pinfolio</strong>, that analyses stocks for you. Earnings, valuations, and the levels worth buying at, all in one place. Now live on the new eToro App Store. </p><p>Check it out: </p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://pinfolio-app.netlify.app/app&quot;,&quot;text&quot;:&quot;Pinfolio&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://pinfolio-app.netlify.app/app"><span>Pinfolio</span></a></p><div><hr></div><h3><strong>Bitcoin ($BTC)</strong></h3><p><strong>Key Levels to Watch:</strong></p><ul><li><p><strong>Support: </strong>$60K,<strong> </strong>$55k</p></li><li><p><strong>Resistance:</strong> $65.5K , $72K</p></li></ul><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!l3PN!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F488b4a72-247e-4fdd-afa9-5fb14c1f9b27_1487x793.png" data-component-name="Image2ToDOM"><div 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srcset="https://substackcdn.com/image/fetch/$s_!l3PN!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F488b4a72-247e-4fdd-afa9-5fb14c1f9b27_1487x793.png 424w, https://substackcdn.com/image/fetch/$s_!l3PN!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F488b4a72-247e-4fdd-afa9-5fb14c1f9b27_1487x793.png 848w, https://substackcdn.com/image/fetch/$s_!l3PN!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F488b4a72-247e-4fdd-afa9-5fb14c1f9b27_1487x793.png 1272w, https://substackcdn.com/image/fetch/$s_!l3PN!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F488b4a72-247e-4fdd-afa9-5fb14c1f9b27_1487x793.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><div><hr></div><h3><strong>Ethereum ($ETH)</strong></h3><p><strong>Key Levels to Watch:</strong></p><ul><li><p><strong>Support:</strong> $2150</p></li><li><p><strong>Resistance:</strong> $2400</p></li></ul><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!tX4q!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff66f603b-eac2-4f03-84a7-847487ac9c73_1487x800.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!tX4q!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff66f603b-eac2-4f03-84a7-847487ac9c73_1487x800.png 424w, https://substackcdn.com/image/fetch/$s_!tX4q!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff66f603b-eac2-4f03-84a7-847487ac9c73_1487x800.png 848w, https://substackcdn.com/image/fetch/$s_!tX4q!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff66f603b-eac2-4f03-84a7-847487ac9c73_1487x800.png 1272w, https://substackcdn.com/image/fetch/$s_!tX4q!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff66f603b-eac2-4f03-84a7-847487ac9c73_1487x800.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!tX4q!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff66f603b-eac2-4f03-84a7-847487ac9c73_1487x800.png" width="1456" height="783" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/f66f603b-eac2-4f03-84a7-847487ac9c73_1487x800.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:783,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:84950,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://panicdrop.substack.com/i/200573649?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff66f603b-eac2-4f03-84a7-847487ac9c73_1487x800.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!tX4q!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff66f603b-eac2-4f03-84a7-847487ac9c73_1487x800.png 424w, https://substackcdn.com/image/fetch/$s_!tX4q!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff66f603b-eac2-4f03-84a7-847487ac9c73_1487x800.png 848w, https://substackcdn.com/image/fetch/$s_!tX4q!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff66f603b-eac2-4f03-84a7-847487ac9c73_1487x800.png 1272w, https://substackcdn.com/image/fetch/$s_!tX4q!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff66f603b-eac2-4f03-84a7-847487ac9c73_1487x800.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>Next, we&#8217;ll dive into trade setups for 15 select Top Altcoins (Premium Video).</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe&quot;,&quot;text&quot;:&quot;Check out all the charts!&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://panicdrop.substack.com/subscribe"><span>Check out all the charts!</span></a></p>
      <p>
          <a href="https://panicdrop.substack.com/p/bitcoin-is-slicing-through-support">
              Read more
          </a>
      </p>
   ]]></content:encoded></item><item><title><![CDATA[Th 4/6 | Daily Crypto & Macro News]]></title><description><![CDATA[Panic Drop Podcast]]></description><link>https://panicdrop.substack.com/p/th-46-daily-crypto-and-macro-news</link><guid isPermaLink="false">https://panicdrop.substack.com/p/th-46-daily-crypto-and-macro-news</guid><pubDate>Thu, 04 Jun 2026 05:00:39 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/200566085/a85be54fa49b7c8b50978ed465550522.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Happy Thursday all! </p><p>If you missed the past 24 hours in crypto and stocks, here's your full recap:</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://panicdrop.substack.com/subscribe?"><span>Subscribe now</span></a></p><p>&#128680; Major Headlines &amp; Market Moves &#128680;</p><p></p><p>Bitcoin has fallen sharply, to as low as $61,350. It is now down around 32% year-to-date.</p><p></p><p>Michael Saylor's Strategy now shows an unrealized loss of over $11.5 billion on its Bitcoin holdings, recently flipping Tom Lee's BitMine Ethereum position in total losses.</p><p></p><p>Charles Schwab launched 24/7 Bitcoin futures trading.</p><p></p><p>Treasury Secretary Scott Bessent expressed support for the Clarity Act this summer and progress on a Strategic Bitcoin Reserve, emphasizing durable best practices.</p><p></p><p>Kalshi traders forecast Bitcoin could go as low as $49,000 this year, and Kalshi has now launched Bitcoin Perpetuals trading.</p><p></p><p>Ethereum fell below $1,800 for the first time since early February and is down about 45% year-to-date.</p><p></p><p>Over $700 million in crypto longs were liquidated in a two-hour span, contributing to a $200 billion wipeout in total crypto market cap over 24 hours.</p><p></p><p>In stocks, semiconductor names continue extreme moves, with the 3x Semiconductor ETF up over 1,550% in the past year. Broadcom reported strong AI semiconductor revenue growth of 143% year-over-year to $10.8 billion.</p><p></p><p>Miami, Florida stands out as a strong buyer's market for housing.</p><p></p><p>&#128202; Altcoin Market Updates &#128202;</p><p></p><p>Solana dropped below $70, while Hyperliquid's $HYPE flipped Solana in price and staking market cap.</p><p></p><p>BitMine's Ethereum position faces massive unrealized losses exceeding $9 billion.</p><p></p><p>Binance announced changes to its NFT service, requiring users to withdraw transferable NFTs by early July.</p><p></p><p>If you enjoyed this daily roundup, make sure to follow me &#8211; I'll see you tomorrow.</p><p></p><p>$BTC $ETH $SPY $QQQ $SMH  </p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe&quot;,&quot;text&quot;:&quot;Join +4200 subscribers&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://panicdrop.substack.com/subscribe"><span>Join +4200 subscribers</span></a></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!fdsn!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!fdsn!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 424w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 848w, 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data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1400,&quot;width&quot;:1400,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;Afbeelding&quot;,&quot;title&quot;:&quot;Afbeelding&quot;,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="Afbeelding" title="Afbeelding" srcset="https://substackcdn.com/image/fetch/$s_!fdsn!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 424w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 848w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p><strong>PS&#8230; Want the complete shortcut to trading altcoins with precision (without wasting months on trial-and-error)?</strong></p><p><a href="https://panicdrop.thrivecart.com/apt/">Clere to grab the </a><strong><a href="https://panicdrop.thrivecart.com/apt/">Altcoin Profit Toolkit</a></strong> &#8212; 8 structured modules + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader.</p><div><hr></div><p><em>Written by Timothy Assi, an Elite Popular Investor on eToro.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term=&quot;,&quot;text&quot;:&quot;Skip the work - Copy my portfolio&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term="><span>Skip the work - Copy my portfolio</span></a></p><p><em>Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.</em></p><p><em>Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://calendly.com/timothyassi/60min&quot;,&quot;text&quot;:&quot;Book Portfolio Strategy Call&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://calendly.com/timothyassi/60min"><span>Book Portfolio Strategy Call</span></a></p><p><em>Connect with me on:</em></p><p><em>&#128998; Linkedin: Timothy Assi</em></p><p><em>&#129002; Instagram: @panic_drop</em></p><p><em>&#11035; X: @timoassi</em></p><p><em>&#128231; timothy@panicdrop.com</em></p><p>&#129001; <em>Panic Drop Podcast : on your favorite streaming app</em></p><p><a href="http://www.panicdrop.com/">www.panicdrop.com</a></p>]]></content:encoded></item><item><title><![CDATA[We 3/6 | Daily Crypto & Macro News]]></title><description><![CDATA[Panic Drop Podcast]]></description><link>https://panicdrop.substack.com/p/we-36-daily-crypto-and-macro-news</link><guid isPermaLink="false">https://panicdrop.substack.com/p/we-36-daily-crypto-and-macro-news</guid><pubDate>Wed, 03 Jun 2026 05:07:14 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/200404855/59392738056fcdc9c12be246392bfab4.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Happy Wednesday all! </p><p>If you missed the past 24 hours in crypto and stocks, here's your full recap:</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://panicdrop.substack.com/subscribe?"><span>Subscribe now</span></a></p><p>&#128680; Major Headlines &amp; Market Moves &#128680;</p><p></p><p>- S&amp;P 500 closes at a record high of 7,609 and surpasses 69 trillion market cap for the first time ever. It is up 9 days and 9 weeks in a row, one of the strongest rallies in history, now up over 11% YTD.</p><p></p><p>- Bitcoin drops below 66,000, with Polymarket giving a 75% chance of reaching 65,000.</p><p></p><p>- Over 1 billion in long positions liquidated from the crypto market in the last 24 hours, including over 700 million in a short period and 320 million in 60 minutes.</p><p></p><p>- The Clarity Act has been added to the Senate Legislative Calendar, making it eligible for full Senate consideration.</p><p></p><p>- Charles Schwab, with 12.6 trillion in assets, is officially getting ready to roll out Bitcoin and crypto trading with competitive low fees.</p><p></p><p>- President Trump signs an executive order to shut down bank accounts used to enable illegal immigration. He also denies reports that talks with Iran have stopped.</p><p></p><p>- US imposes sanctions on Iran's largest crypto exchange Nobitex. Bank of America appoints a top executive as global head of digital asset transformation.</p><p></p><p>- Peter Schiff predicts Bitcoin will crash below 20,000.</p><p></p><p>&#128202; Altcoin Market Updates &#128202;</p><p></p><p>- Ethereum forecasted to go as low as 1,350 this year per Kalshi traders. Blackrock deposits 900 Bitcoin and over 17,000 Ethereum into Coinbase.</p><p></p><p>- Tom Lee's Bitmine Ethereum investment now showing over 8.7-8.8 billion in unrealized losses, with portfolio dropping below 10 billion.</p><p></p><p>- Securitize launches Hamilton Lane&#8217;s HLSCOPE private credit fund on the Tron blockchain.</p><p></p><p>- Grayscale Hyperliquid staking ETF to start trading tomorrow.</p><p></p><p>- Binance announces users must withdraw transferable NFTs by July 3 or lose access.</p><p></p><p>- Hyperliquid hits record 7.7% share of aggregate perp open interest vs centralized exchanges, with WTI perp rising to 96.</p><p></p><p>If you enjoyed this daily roundup, make sure to follow me &#8211; I'll see you tomorrow.</p><p></p><p>$BTC $ETH $SPY $QQQ $OIL  </p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe&quot;,&quot;text&quot;:&quot;Join +4200 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https://substackcdn.com/image/fetch/$s_!fdsn!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 848w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p><strong>PS&#8230; Want the complete shortcut to trading altcoins with precision (without wasting months on trial-and-error)?</strong></p><p><a href="https://panicdrop.thrivecart.com/apt/">Clere to grab the </a><strong><a href="https://panicdrop.thrivecart.com/apt/">Altcoin Profit Toolkit</a></strong> &#8212; 8 structured modules + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader.</p><div><hr></div><p><em>Written by Timothy Assi, an Elite Popular Investor on eToro.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term=&quot;,&quot;text&quot;:&quot;Skip the work - Copy my portfolio&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term="><span>Skip the work - Copy my portfolio</span></a></p><p><em>Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.</em></p><p><em>Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://calendly.com/timothyassi/60min&quot;,&quot;text&quot;:&quot;Book Portfolio Strategy Call&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://calendly.com/timothyassi/60min"><span>Book Portfolio Strategy Call</span></a></p><p><em>Connect with me on:</em></p><p><em>&#128998; Linkedin: Timothy Assi</em></p><p><em>&#129002; Instagram: @panic_drop</em></p><p><em>&#11035; X: @timoassi</em></p><p><em>&#128231; timothy@panicdrop.com</em></p><p>&#129001; <em>Panic Drop Podcast : on your favorite streaming app</em></p><p><a href="http://www.panicdrop.com/">www.panicdrop.com</a></p>]]></content:encoded></item><item><title><![CDATA[Bitcoin Cannot Catch a Bid While Tech Runs Wild. Here Is When It Ends.]]></title><description><![CDATA[Bitcoin Roadmap]]></description><link>https://panicdrop.substack.com/p/bitcoin-cannot-catch-a-bid-while</link><guid isPermaLink="false">https://panicdrop.substack.com/p/bitcoin-cannot-catch-a-bid-while</guid><dc:creator><![CDATA[Panic Drop -  Timothy Assi]]></dc:creator><pubDate>Tue, 02 Jun 2026 08:09:29 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/b44a1a53-4795-4fec-abdc-054fe7bd548f_1360x768.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>We are entering the part of a Bitcoin bear market that does the most damage. <br>The slow grind near the end that tests the die hards, the ones who kept leaning bullish while the evidence stacked up against them. </p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe&quot;,&quot;text&quot;:&quot;Join +4200 subscribers&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://panicdrop.substack.com/subscribe"><span>Join +4200 subscribers</span></a></p><p>Every bear market finishes the same way.<br>The last believers get worn down, their conviction finally cracks, and that usually happens right around the point things are getting ready to turn.</p><p>The Nasdaq is at all time highs, tech is going crazy, and Bitcoin cannot catch a bid at $70,000. <br>8 week lows while everything around it pushes higher. That alone tells you where we sit in this cycle.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!96Vw!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3ccd3a9d-b92a-4e62-8347-f22f0af09f0b_1787x812.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!96Vw!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3ccd3a9d-b92a-4e62-8347-f22f0af09f0b_1787x812.png 424w, https://substackcdn.com/image/fetch/$s_!96Vw!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3ccd3a9d-b92a-4e62-8347-f22f0af09f0b_1787x812.png 848w, https://substackcdn.com/image/fetch/$s_!96Vw!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3ccd3a9d-b92a-4e62-8347-f22f0af09f0b_1787x812.png 1272w, https://substackcdn.com/image/fetch/$s_!96Vw!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3ccd3a9d-b92a-4e62-8347-f22f0af09f0b_1787x812.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!96Vw!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3ccd3a9d-b92a-4e62-8347-f22f0af09f0b_1787x812.png" width="1456" height="662" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/3ccd3a9d-b92a-4e62-8347-f22f0af09f0b_1787x812.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:662,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:58364,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://panicdrop.substack.com/i/200259370?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3ccd3a9d-b92a-4e62-8347-f22f0af09f0b_1787x812.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!96Vw!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3ccd3a9d-b92a-4e62-8347-f22f0af09f0b_1787x812.png 424w, https://substackcdn.com/image/fetch/$s_!96Vw!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3ccd3a9d-b92a-4e62-8347-f22f0af09f0b_1787x812.png 848w, https://substackcdn.com/image/fetch/$s_!96Vw!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3ccd3a9d-b92a-4e62-8347-f22f0af09f0b_1787x812.png 1272w, https://substackcdn.com/image/fetch/$s_!96Vw!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3ccd3a9d-b92a-4e62-8347-f22f0af09f0b_1787x812.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h3>Tech Is Soaking Up All the Attention</h3><p>Bitcoin is not trading on its own merit right now. Tech equities are holding the whole thing together. When a risk asset cannot get a bid even as everything around it climbs, it is showing you real weakness.</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://panicdrop.substack.com/subscribe?"><span>Subscribe now</span></a></p><p>Money is rotating out of crypto and into the shiny stuff: AI, semiconductors, big tech. It happens with every asset class. We saw it with gold last year when everyone was selling to buy bullion. You even had Binance making a big deal this weekend about offering stock trading around the clock. When the biggest crypto exchange leans into stocks, that tells you exactly where the interest is. It is not in crypto. None of this is new, and none of it is surprising.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!eNqY!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3223d698-1289-4422-84c7-35616b74315c_1768x813.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!eNqY!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3223d698-1289-4422-84c7-35616b74315c_1768x813.png 424w, https://substackcdn.com/image/fetch/$s_!eNqY!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3223d698-1289-4422-84c7-35616b74315c_1768x813.png 848w, 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data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/3223d698-1289-4422-84c7-35616b74315c_1768x813.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:670,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:61584,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://panicdrop.substack.com/i/200259370?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3223d698-1289-4422-84c7-35616b74315c_1768x813.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!eNqY!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3223d698-1289-4422-84c7-35616b74315c_1768x813.png 424w, https://substackcdn.com/image/fetch/$s_!eNqY!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3223d698-1289-4422-84c7-35616b74315c_1768x813.png 848w, https://substackcdn.com/image/fetch/$s_!eNqY!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3223d698-1289-4422-84c7-35616b74315c_1768x813.png 1272w, https://substackcdn.com/image/fetch/$s_!eNqY!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3223d698-1289-4422-84c7-35616b74315c_1768x813.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h3>What the Charts Are Telling Us</h3><p>The weekly chart is in a clear downtrend, and price has closed below the 10 week moving average again. </p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!Hc-1!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58b95e80-c95b-4730-b7fe-eb88aeaf99c2_1775x807.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!Hc-1!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58b95e80-c95b-4730-b7fe-eb88aeaf99c2_1775x807.png 424w, https://substackcdn.com/image/fetch/$s_!Hc-1!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58b95e80-c95b-4730-b7fe-eb88aeaf99c2_1775x807.png 848w, https://substackcdn.com/image/fetch/$s_!Hc-1!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58b95e80-c95b-4730-b7fe-eb88aeaf99c2_1775x807.png 1272w, https://substackcdn.com/image/fetch/$s_!Hc-1!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58b95e80-c95b-4730-b7fe-eb88aeaf99c2_1775x807.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!Hc-1!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58b95e80-c95b-4730-b7fe-eb88aeaf99c2_1775x807.png" width="1456" height="662" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/58b95e80-c95b-4730-b7fe-eb88aeaf99c2_1775x807.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:662,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:74936,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://panicdrop.substack.com/i/200259370?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58b95e80-c95b-4730-b7fe-eb88aeaf99c2_1775x807.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!Hc-1!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58b95e80-c95b-4730-b7fe-eb88aeaf99c2_1775x807.png 424w, https://substackcdn.com/image/fetch/$s_!Hc-1!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58b95e80-c95b-4730-b7fe-eb88aeaf99c2_1775x807.png 848w, https://substackcdn.com/image/fetch/$s_!Hc-1!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58b95e80-c95b-4730-b7fe-eb88aeaf99c2_1775x807.png 1272w, https://substackcdn.com/image/fetch/$s_!Hc-1!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58b95e80-c95b-4730-b7fe-eb88aeaf99c2_1775x807.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>The monthly is where the real story sits. The 10 month moving average is declining around $83,000, and Bitcoin keeps closing below it. Price below a falling 10 month average is not where bull markets live. This is a bear market, plainly stated.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!_ew9!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F25516cc5-8533-4951-8d05-21a603e271cb_1781x803.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!_ew9!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F25516cc5-8533-4951-8d05-21a603e271cb_1781x803.png 424w, https://substackcdn.com/image/fetch/$s_!_ew9!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F25516cc5-8533-4951-8d05-21a603e271cb_1781x803.png 848w, https://substackcdn.com/image/fetch/$s_!_ew9!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F25516cc5-8533-4951-8d05-21a603e271cb_1781x803.png 1272w, https://substackcdn.com/image/fetch/$s_!_ew9!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F25516cc5-8533-4951-8d05-21a603e271cb_1781x803.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!_ew9!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F25516cc5-8533-4951-8d05-21a603e271cb_1781x803.png" width="1456" height="656" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/25516cc5-8533-4951-8d05-21a603e271cb_1781x803.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:656,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:68299,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://panicdrop.substack.com/i/200259370?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F25516cc5-8533-4951-8d05-21a603e271cb_1781x803.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!_ew9!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F25516cc5-8533-4951-8d05-21a603e271cb_1781x803.png 424w, https://substackcdn.com/image/fetch/$s_!_ew9!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F25516cc5-8533-4951-8d05-21a603e271cb_1781x803.png 848w, https://substackcdn.com/image/fetch/$s_!_ew9!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F25516cc5-8533-4951-8d05-21a603e271cb_1781x803.png 1272w, https://substackcdn.com/image/fetch/$s_!_ew9!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F25516cc5-8533-4951-8d05-21a603e271cb_1781x803.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h3>Do Not Trust the Bounce</h3><p>Here is the trap waiting for everyone. A bounce off the next low will feel incredible. It always does. It pulls people right back in. And if you buy into that emotion near the top of a counter trend move, you end up buying high in the range and selling low when it rolls over.</p><p>A sharp rally does not mean the bear market is finished. In a downtrend, the rallies are the bait. Treat them that way.</p><h3>I Followed the Plan</h3><p>In my last update I told you I had orders sitting at $75,000 and $72,000. Those filled. I bought exactly where I said I would, and I am glad I did not chase anything higher.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!SRVa!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff734de6b-ff6b-44c5-a8da-43610dcc2ed3_1445x811.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!SRVa!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff734de6b-ff6b-44c5-a8da-43610dcc2ed3_1445x811.png 424w, https://substackcdn.com/image/fetch/$s_!SRVa!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff734de6b-ff6b-44c5-a8da-43610dcc2ed3_1445x811.png 848w, https://substackcdn.com/image/fetch/$s_!SRVa!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff734de6b-ff6b-44c5-a8da-43610dcc2ed3_1445x811.png 1272w, https://substackcdn.com/image/fetch/$s_!SRVa!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff734de6b-ff6b-44c5-a8da-43610dcc2ed3_1445x811.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!SRVa!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff734de6b-ff6b-44c5-a8da-43610dcc2ed3_1445x811.png" width="1445" height="811" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/f734de6b-ff6b-44c5-a8da-43610dcc2ed3_1445x811.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:811,&quot;width&quot;:1445,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:75664,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://panicdrop.substack.com/i/200259370?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff734de6b-ff6b-44c5-a8da-43610dcc2ed3_1445x811.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!SRVa!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff734de6b-ff6b-44c5-a8da-43610dcc2ed3_1445x811.png 424w, https://substackcdn.com/image/fetch/$s_!SRVa!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff734de6b-ff6b-44c5-a8da-43610dcc2ed3_1445x811.png 848w, https://substackcdn.com/image/fetch/$s_!SRVa!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff734de6b-ff6b-44c5-a8da-43610dcc2ed3_1445x811.png 1272w, https://substackcdn.com/image/fetch/$s_!SRVa!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff734de6b-ff6b-44c5-a8da-43610dcc2ed3_1445x811.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>Now my eyes are on the next level around $65,000. The risk reward starts looking attractive down there. I expect price could briefly slip below that on a flush, and I am fine with that. Any position I add at those levels could sit underwater for a while. I am buying for the next bull market, not the next week.</p><p>This is not about getting greedy and waiting for some perfect bottom that may never print. It is about adding in pieces at levels that make sense and keeping cash ready for lower.</p><h3>Defense First</h3><p>The declining phase is not done. I think we drift lower over the coming months and eventually carve out the 4-year cycle low later this year. There will be sharp counter trend rallies along the way, and they will be tempting. </p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!aeQa!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6a10cfc6-880c-465e-a7f0-3a0f1d360fe1_1778x808.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!aeQa!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6a10cfc6-880c-465e-a7f0-3a0f1d360fe1_1778x808.png 424w, https://substackcdn.com/image/fetch/$s_!aeQa!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6a10cfc6-880c-465e-a7f0-3a0f1d360fe1_1778x808.png 848w, https://substackcdn.com/image/fetch/$s_!aeQa!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6a10cfc6-880c-465e-a7f0-3a0f1d360fe1_1778x808.png 1272w, https://substackcdn.com/image/fetch/$s_!aeQa!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6a10cfc6-880c-465e-a7f0-3a0f1d360fe1_1778x808.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!aeQa!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6a10cfc6-880c-465e-a7f0-3a0f1d360fe1_1778x808.png" width="1456" height="662" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/6a10cfc6-880c-465e-a7f0-3a0f1d360fe1_1778x808.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:662,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:57883,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://panicdrop.substack.com/i/200259370?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6a10cfc6-880c-465e-a7f0-3a0f1d360fe1_1778x808.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!aeQa!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6a10cfc6-880c-465e-a7f0-3a0f1d360fe1_1778x808.png 424w, https://substackcdn.com/image/fetch/$s_!aeQa!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6a10cfc6-880c-465e-a7f0-3a0f1d360fe1_1778x808.png 848w, https://substackcdn.com/image/fetch/$s_!aeQa!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6a10cfc6-880c-465e-a7f0-3a0f1d360fe1_1778x808.png 1272w, https://substackcdn.com/image/fetch/$s_!aeQa!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6a10cfc6-880c-465e-a7f0-3a0f1d360fe1_1778x808.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>If you go all in now, you have nothing left for a deeper drop. <br>So keep dry powder, add in pieces and you do not have to force it.</p><p>Thanks for reading!</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe&quot;,&quot;text&quot;:&quot;Join +4200 subscribers&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://panicdrop.substack.com/subscribe"><span>Join +4200 subscribers</span></a></p><p><strong>PS&#8230; Want the complete shortcut to trading altcoins with precision (without wasting months on trial-and-error)?</strong></p><p><a href="https://panicdrop.thrivecart.com/apt/">Click here to grab the </a><strong><a href="https://panicdrop.thrivecart.com/apt/">Altcoin Profit Toolkit</a></strong> &#8212; 8 structured modules + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader.</p><div><hr></div><p><em>Written by Timothy Assi, an Elite Popular Investor on eToro.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term=&quot;,&quot;text&quot;:&quot;Skip the work - Copy my portfolio&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term="><span>Skip the work - Copy my portfolio</span></a></p><p><em>Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.</em></p><p><em>Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://calendly.com/timothyassi/60min&quot;,&quot;text&quot;:&quot;Book Portfolio Strategy Call&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://calendly.com/timothyassi/60min"><span>Book Portfolio Strategy Call</span></a></p><p><em>Connect with me on:</em></p><p><em>&#128998; Linkedin: Timothy Assi</em></p><p><em>&#129002; Instagram: @panic_drop</em></p><p><em>&#11035; X: @timoassi</em></p><p><em>&#128231; timothy@panicdrop.com</em></p><p>&#129001; <em>Panic Drop Podcast : on your favorite streaming app</em></p><p><a href="http://www.panicdrop.com/">www.panicdrop.com</a></p>]]></content:encoded></item><item><title><![CDATA[Tu 2/6 | Daily Crypto & Macro News]]></title><description><![CDATA[Panic Drop Podcast]]></description><link>https://panicdrop.substack.com/p/tu-26-daily-crypto-and-macro-news</link><guid isPermaLink="false">https://panicdrop.substack.com/p/tu-26-daily-crypto-and-macro-news</guid><pubDate>Tue, 02 Jun 2026 05:22:44 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/200245320/2a13781be35a5835451c94e21f747362.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Happy Tuesday all! </p><p>If you missed the past 24 hours in crypto and stocks, here's your full recap:</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://panicdrop.substack.com/subscribe?"><span>Subscribe now</span></a></p><p>&#128680; Major Headlines &amp; Market Moves &#128680;</p><p></p><p>- S&amp;P 500 closed at a new all-time high of 7,599.9 and crossed above 7,600 for the first time </p><p></p><p>- CME Group officially launched 24/7 Bitcoin and crypto futures and options trading.</p><p></p><p>- Bitcoin fell under $71,000, now trades around $71,550.</p><p></p><p>- El Salvador has continued its daily Bitcoin purchases, stacking 1 BTC every day without missing since November 2022.</p><p></p><p>- Iran halted indirect talks and threatened to block the strait, pushing Brent crude oil up over 5% above 100.</p><p></p><p>- Indonesian rupiah hit an all-time low against the U.S. dollar.</p><p></p><p>- Citron Research founder Andrew Left was found guilty of securities fraud related to market influence via tweets.</p><p></p><p>- Public company Strive increased its capital raise to 4.2 billion aimed at buying more Bitcoin.</p><p></p><p>- Michael Saylor's Strategy sold 32 BTC for over 2.5 million.</p><p></p><p>- Goldman Sachs reiterated its Buy rating and 285 price target on Nvidia, citing AI leadership.</p><p></p><p>- Claude AI developer Anthropic confidentially filed for an IPO, with market speculation around a potential high valuation.</p><p></p><p>&#128202; Altcoin Market Updates &#128202;</p><p></p><p>- Solana printed its eighth straight monthly red candle.</p><p></p><p>- Solana mascot SOLY rallied 74 percent in the past 24 hours.</p><p></p><p>- RETARD surged over 600 percent in hours amid trademark speculation.</p><p></p><p>- SWCH gained listings on Gate, MEXC, and BingX with further developments expected.</p><p></p><p>- BitMine announced it now holds 4.49 percent of total Ethereum supply.</p><p></p><p>- Hyperliquid hits $75.5 and open interest metrics continues to show strong growth.</p><p></p><p>If you enjoyed this daily roundup, make sure to follow me &#8211; I'll see you tomorrow.</p><p></p><p>$BTC $ETH $SPY $QQQ $OIL  </p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe&quot;,&quot;text&quot;:&quot;Join +4200 subscribers&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://panicdrop.substack.com/subscribe"><span>Join +4200 subscribers</span></a></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!fdsn!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!fdsn!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 424w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 848w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!fdsn!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg" width="1400" height="1400" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1400,&quot;width&quot;:1400,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;Afbeelding&quot;,&quot;title&quot;:&quot;Afbeelding&quot;,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="Afbeelding" title="Afbeelding" srcset="https://substackcdn.com/image/fetch/$s_!fdsn!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 424w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 848w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p><strong>PS&#8230; Want the complete shortcut to trading altcoins with precision (without wasting months on trial-and-error)?</strong></p><p><a href="https://panicdrop.thrivecart.com/apt/">Clere to grab the </a><strong><a href="https://panicdrop.thrivecart.com/apt/">Altcoin Profit Toolkit</a></strong> &#8212; 8 structured modules + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader.</p><div><hr></div><p><em>Written by Timothy Assi, an Elite Popular Investor on eToro.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term=&quot;,&quot;text&quot;:&quot;Skip the work - Copy my portfolio&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term="><span>Skip the work - Copy my portfolio</span></a></p><p><em>Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.</em></p><p><em>Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://calendly.com/timothyassi/60min&quot;,&quot;text&quot;:&quot;Book Portfolio Strategy Call&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://calendly.com/timothyassi/60min"><span>Book Portfolio Strategy Call</span></a></p><p><em>Connect with me on:</em></p><p><em>&#128998; Linkedin: Timothy Assi</em></p><p><em>&#129002; Instagram: @panic_drop</em></p><p><em>&#11035; X: @timoassi</em></p><p><em>&#128231; timothy@panicdrop.com</em></p><p>&#129001; <em>Panic Drop Podcast : on your favorite streaming app</em></p><p><a href="http://www.panicdrop.com/">www.panicdrop.com</a></p>]]></content:encoded></item><item><title><![CDATA[Ma 1/6 | Daily Crypto & Macro News]]></title><description><![CDATA[Panic Drop Podcast]]></description><link>https://panicdrop.substack.com/p/ma-16-daily-crypto-and-macro-news</link><guid isPermaLink="false">https://panicdrop.substack.com/p/ma-16-daily-crypto-and-macro-news</guid><pubDate>Mon, 01 Jun 2026 05:51:09 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/200078202/37f9ae69b3bc4ba8024712df8e104783.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Happy Monday all! </p><p>If you missed the past 24 hours in crypto and stocks, here's your full recap:</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://panicdrop.substack.com/subscribe?"><span>Subscribe now</span></a></p><p>&#128680; Major Headlines &amp; Market Moves &#128680;</p><p></p><p>- Reports emerged that Iranian President Pezeshkian submitted a resignation letter to the Supreme Leader's office.</p><p></p><p>- Iran states it is fully prepared if no agreement is reached with the U.S.</p><p></p><p>- Iran&#8217;s top negotiator says no agreement will be accepted until the nation&#8217;s rights are secured.</p><p></p><p>- President Trump still wants a deal with Iran and believes an agreement can be reached soon, but demands stronger provisions on enriched uranium.</p><p></p><p>- Former Fed Chair Jerome Powell says the Federal Reserve will not survive if officials are removed over policy disagreements.</p><p></p><p>- Michael Saylor hints that MicroStrategy bought more bitcoin.</p><p></p><p>- BlackRock Bitcoin ETF saw a net outflow of 1.41 billion dollars this month.</p><p></p><p>- Intel plans to launch a new AI chip this year to compete with Nvidia and AMD.</p><p></p><p>- The S&amp;P 500 posted a 19 percent gain over the last nine weeks, one of the strongest such periods since 1950, and closed the week with four straight all-time highs.</p><p></p><p>- South Korean stocks have more than quadrupled over the last 17 months, driven by AI memory leaders SK Hynix and Samsung.</p><p></p><p>- The U.S. bond market has now been in a drawdown for 70 months, the longest in history.</p><p></p><p>&#128202; Altcoin Market Updates &#128202;</p><p></p><p>- Ethereum is forecasted to reach 2,490 dollars by the end of 2026 according to Kalshi traders.</p><p></p><p>- XRP ETFs recorded a net inflow of 131.94 million dollars this month.</p><p></p><p>- Stable continues to outperform XPL, with observers citing limited token overhang and Fortune 500 companies among holders.</p><p></p><p>- Hyperliquid's HYPE token hit a new all-time high and continues to see strong spot trading volume on Solana, with Solana co-founder Toly commenting on it.</p><p></p><p>- Hyperliquid reached a record 7.6 percent share of aggregate perpetual open interest versus centralized exchanges.</p><p></p><p>If you enjoyed this daily roundup, make sure to follow me &#8211; I'll see you tomorrow.</p><p></p><p>$BTC $NVDA $SPY $QQQ $OIL </p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe&quot;,&quot;text&quot;:&quot;Join +4200 subscribers&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://panicdrop.substack.com/subscribe"><span>Join +4200 subscribers</span></a></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!fdsn!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!fdsn!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 424w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 848w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!fdsn!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg" width="1400" height="1400" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1400,&quot;width&quot;:1400,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;Afbeelding&quot;,&quot;title&quot;:&quot;Afbeelding&quot;,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="Afbeelding" title="Afbeelding" srcset="https://substackcdn.com/image/fetch/$s_!fdsn!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 424w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 848w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!fdsn!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p><strong>PS&#8230; Want the complete shortcut to trading altcoins with precision (without wasting months on trial-and-error)?</strong></p><p><a href="https://panicdrop.thrivecart.com/apt/">Clere to grab the </a><strong><a href="https://panicdrop.thrivecart.com/apt/">Altcoin Profit Toolkit</a></strong> &#8212; 8 structured modules + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader.</p><div><hr></div><p><em>Written by Timothy Assi, an Elite Popular Investor on eToro.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term=&quot;,&quot;text&quot;:&quot;Skip the work - Copy my portfolio&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term="><span>Skip the work - Copy my portfolio</span></a></p><p><em>Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.</em></p><p><em>Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://calendly.com/timothyassi/60min&quot;,&quot;text&quot;:&quot;Book Portfolio Strategy Call&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://calendly.com/timothyassi/60min"><span>Book Portfolio Strategy Call</span></a></p><p><em>Connect with me on:</em></p><p><em>&#128998; Linkedin: Timothy Assi</em></p><p><em>&#129002; Instagram: @panic_drop</em></p><p><em>&#11035; X: @timoassi</em></p><p><em>&#128231; timothy@panicdrop.com</em></p><p>&#129001; <em>Panic Drop Podcast : on your favorite streaming app</em></p><p><a href="http://www.panicdrop.com/">www.panicdrop.com</a></p>]]></content:encoded></item><item><title><![CDATA[The Bargains Are Almost Gone. Here's What's Left.]]></title><description><![CDATA[Top Stocks Vault]]></description><link>https://panicdrop.substack.com/p/the-bargains-are-almost-gone-heres</link><guid isPermaLink="false">https://panicdrop.substack.com/p/the-bargains-are-almost-gone-heres</guid><dc:creator><![CDATA[Panic Drop -  Timothy Assi]]></dc:creator><pubDate>Sat, 30 May 2026 11:40:09 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/7804c2a6-7f18-4c1a-9d5a-5f362a0421cf_1672x941.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>For weeks the chant was the same. Sell in May. Take profits. The rally is tired, the AI trade is crowded, a summer pullback is coming. The loudest strategists on Wall Street, from Bank of America to Morgan Stanley, lined up to tell you the easy money was made.</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://panicdrop.substack.com/subscribe?"><span>Subscribe now</span></a></p><p>May closed up roughly 5%, and the scoreboard tells the story:</p><ul><li><p>The S&amp;P 500 sits near 7,580 at a fresh record, riding its ninth consecutive weekly gain</p></li><li><p>The Dow printed a new all-time high above 50,600</p></li><li><p>The Nasdaq cleared 26,900</p></li></ul><p>The people who sold in May got steamrolled by May.</p><p>Here is the pattern almost no one is talking about, and it is the reason I stayed fully invested through the noise.</p><p>When the S&amp;P 500 posts a negative first quarter and then rips 4% or more in both April and May, something rare is happening. Since 1950, that exact sequence has occurred only five times: 1980, 2003, 2009, 2020, and now 2026. The track record of the prior four is perfect:</p><ul><li><p>Every single one finished the year positive, all four, not most</p></li><li><p>June through December never once posted a loss</p></li><li><p>The average full year delivered roughly 23%, the median nearly 25%</p></li></ul><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!_Efp!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0f853a40-005c-4760-bf3a-8aef165dff1a_1146x1022.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!_Efp!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0f853a40-005c-4760-bf3a-8aef165dff1a_1146x1022.jpeg 424w, https://substackcdn.com/image/fetch/$s_!_Efp!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0f853a40-005c-4760-bf3a-8aef165dff1a_1146x1022.jpeg 848w, https://substackcdn.com/image/fetch/$s_!_Efp!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0f853a40-005c-4760-bf3a-8aef165dff1a_1146x1022.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!_Efp!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0f853a40-005c-4760-bf3a-8aef165dff1a_1146x1022.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!_Efp!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0f853a40-005c-4760-bf3a-8aef165dff1a_1146x1022.jpeg" width="1146" height="1022" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/0f853a40-005c-4760-bf3a-8aef165dff1a_1146x1022.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1022,&quot;width&quot;:1146,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:131840,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/jpeg&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://panicdrop.substack.com/i/199847184?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0f853a40-005c-4760-bf3a-8aef165dff1a_1146x1022.jpeg&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!_Efp!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0f853a40-005c-4760-bf3a-8aef165dff1a_1146x1022.jpeg 424w, https://substackcdn.com/image/fetch/$s_!_Efp!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0f853a40-005c-4760-bf3a-8aef165dff1a_1146x1022.jpeg 848w, https://substackcdn.com/image/fetch/$s_!_Efp!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0f853a40-005c-4760-bf3a-8aef165dff1a_1146x1022.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!_Efp!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0f853a40-005c-4760-bf3a-8aef165dff1a_1146x1022.jpeg 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>We came into 2026 down 4.6% in Q1, up 10.4% in April, and up close to 5% in May. We are now living inside the fifth case.</p><p>It gets better on the calendar. June and July together are the second-best two-month stretch the market has produced over the last fifteen years. The seasonal wind is at our backs for at least the next sixty days.</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://panicdrop.substack.com/subscribe?"><span>Subscribe now</span></a></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!PZgR!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2cbca041-8698-40c4-8f47-e9fdd34bd61a_1000x567.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!PZgR!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2cbca041-8698-40c4-8f47-e9fdd34bd61a_1000x567.jpeg 424w, https://substackcdn.com/image/fetch/$s_!PZgR!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2cbca041-8698-40c4-8f47-e9fdd34bd61a_1000x567.jpeg 848w, https://substackcdn.com/image/fetch/$s_!PZgR!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2cbca041-8698-40c4-8f47-e9fdd34bd61a_1000x567.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!PZgR!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2cbca041-8698-40c4-8f47-e9fdd34bd61a_1000x567.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!PZgR!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2cbca041-8698-40c4-8f47-e9fdd34bd61a_1000x567.jpeg" width="1000" height="567" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/2cbca041-8698-40c4-8f47-e9fdd34bd61a_1000x567.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:567,&quot;width&quot;:1000,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:92870,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/jpeg&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://panicdrop.substack.com/i/199847184?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2cbca041-8698-40c4-8f47-e9fdd34bd61a_1000x567.jpeg&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!PZgR!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2cbca041-8698-40c4-8f47-e9fdd34bd61a_1000x567.jpeg 424w, https://substackcdn.com/image/fetch/$s_!PZgR!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2cbca041-8698-40c4-8f47-e9fdd34bd61a_1000x567.jpeg 848w, https://substackcdn.com/image/fetch/$s_!PZgR!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2cbca041-8698-40c4-8f47-e9fdd34bd61a_1000x567.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!PZgR!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2cbca041-8698-40c4-8f47-e9fdd34bd61a_1000x567.jpeg 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>Now for the honest part, because blind bullishness wrecks accounts. The case for caution is real:</p><ul><li><p>The economy is slowing, GDP growth has cooled from 2.9% in 2023 to just 1.6% so far in 2026</p></li><li><p>Tariffs have added about 70 basis points to inflation</p></li><li><p>The bears keep pointing to a CAPE ratio near 29.6x as proof stocks are too expensive</p></li></ul><p>But that last number is misleading. CAPE looks back ten years and misses how much earnings power has grown:</p><ul><li><p>The S&amp;P 500 earned an average of $190 per share (inflation-adjusted) from 2016 to 2020</p></li><li><p>From 2021 to 2025 it earned $254, a 34% jump</p></li></ul><p>This market is being carried by real profits, not hype. Earnings are doing the work.</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe&quot;,&quot;text&quot;:&quot;Join +4200 subscribers&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://panicdrop.substack.com/subscribe"><span>Join +4200 subscribers</span></a></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!u_72!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdabfdc18-5685-4f0b-aa3d-20540f826271_936x538.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!u_72!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdabfdc18-5685-4f0b-aa3d-20540f826271_936x538.jpeg 424w, https://substackcdn.com/image/fetch/$s_!u_72!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdabfdc18-5685-4f0b-aa3d-20540f826271_936x538.jpeg 848w, https://substackcdn.com/image/fetch/$s_!u_72!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdabfdc18-5685-4f0b-aa3d-20540f826271_936x538.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!u_72!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdabfdc18-5685-4f0b-aa3d-20540f826271_936x538.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!u_72!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdabfdc18-5685-4f0b-aa3d-20540f826271_936x538.jpeg" width="936" height="538" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/dabfdc18-5685-4f0b-aa3d-20540f826271_936x538.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:538,&quot;width&quot;:936,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:63857,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/jpeg&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://panicdrop.substack.com/i/199847184?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdabfdc18-5685-4f0b-aa3d-20540f826271_936x538.jpeg&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!u_72!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdabfdc18-5685-4f0b-aa3d-20540f826271_936x538.jpeg 424w, https://substackcdn.com/image/fetch/$s_!u_72!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdabfdc18-5685-4f0b-aa3d-20540f826271_936x538.jpeg 848w, https://substackcdn.com/image/fetch/$s_!u_72!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdabfdc18-5685-4f0b-aa3d-20540f826271_936x538.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!u_72!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdabfdc18-5685-4f0b-aa3d-20540f826271_936x538.jpeg 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>So what am I doing? The same thing that works every cycle: I bought quality companies at a discount during the March panic, and the rally has carried most of them right back to fair value or beyond. The strategy did its job again. I trimmed into the strength and I am holding cash for the next pullback. Only six names in the vault still trade below what they are worth.</p><p>Here&#8217;s where every position stands:</p>
      <p>
          <a href="https://panicdrop.substack.com/p/the-bargains-are-almost-gone-heres">
              Read more
          </a>
      </p>
   ]]></content:encoded></item><item><title><![CDATA[Sa 30/5 | Daily Crypto & Macro News]]></title><description><![CDATA[Panic Drop Podcast]]></description><link>https://panicdrop.substack.com/p/sa-305-daily-crypto-and-macro-news</link><guid isPermaLink="false">https://panicdrop.substack.com/p/sa-305-daily-crypto-and-macro-news</guid><pubDate>Sat, 30 May 2026 06:32:55 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/199837332/bfce1a90f5b5835862735be4217f55d0.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Happy Saturday all! </p><p>If you missed the past 24 hours in crypto and stocks, here's your full recap:</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://panicdrop.substack.com/subscribe?"><span>Subscribe now</span></a></p><p>&#128680; Major Headlines &amp; Market Moves &#128680;</p><p></p><p>- US stock market records its highest daily and weekly close in history.</p><p></p><p>- The Dow crossed above 51,000 for the first time, while the Nasdaq Composite crossed above 27,000, marking its third 1,000-point milestone this month.</p><p></p><p>- US saving rate falls to nearly four-year low in April as households struggle.</p><p></p><p>- Canada officially enters a technical recession.</p><p></p><p>- Bitcoin Fear and Greed Index now at Extreme Fear at around $73,600.</p><p></p><p>- Bitcoin recovers above $73,000 after President Trump announces the naval blockade in the Strait of Hormuz has ended.</p><p></p><p>- US Treasury Secretary Scott Bessent says the government has seized $1 billion worth of crypto from Iran.</p><p></p><p>- CFTC approves the first US Bitcoin perpetual futures contracts on a regulated exchange.</p><p></p><p>- SEC Chair Paul Atkins says he is confident Congress will advance the Clarity Act and President Trump will sign it into law.</p><p></p><p>- JPMorgan CEO Jamie Dimon criticizes the Clarity Act and says banks will fight it, while calling Coinbase CEO Brian Armstrong "full of shit."</p><p></p><p>- Texas is pivoting from Bitcoin ETFs to buying spot Bitcoin held in cold storage for its Strategic Bitcoin Reserve.</p><p></p><p>&#128202; Altcoin Market Updates &#128202;</p><p></p><p>- ETF clients bought $1.77 million worth of XRP, bringing total ETF-held net assets to $1.12 billion.</p><p></p><p>- Sui network experienced multiple downtimes, including over 45 minutes and more than one hour in the past 48 hours.</p><p></p><p>- Hyperliquid's $HYPE token hits $65 for the first time following the CFTC's approval of perpetual derivatives.</p><p></p><p>If you enjoyed this daily roundup, make sure to follow me &#8211; I'll see you tomorrow.</p><p></p><p>$BTC $ETH $SPY $QQQ $OIL  </p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://panicdrop.substack.com/subscribe&quot;,&quot;text&quot;:&quot;Join +4200 subscribers&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://panicdrop.substack.com/subscribe"><span>Join +4200 subscribers</span></a></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!fdsn!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84c4d69e-4eb8-40f6-9dbe-c4f01ea8d7a5_1400x1400.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" 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data-attrs="{&quot;url&quot;:&quot;https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term=&quot;,&quot;text&quot;:&quot;Skip the work - Copy my portfolio&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://www.etoro.com/people/timothyassi?utm_medium=Affiliate&amp;utm_source=126221&amp;utm_content=0&amp;utm_serial=TimSub&amp;utm_campaign=TimSub&amp;utm_term="><span>Skip the work - Copy my portfolio</span></a></p><p><em>Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.</em></p><p><em>Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://calendly.com/timothyassi/60min&quot;,&quot;text&quot;:&quot;Book Portfolio Strategy Call&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://calendly.com/timothyassi/60min"><span>Book Portfolio Strategy Call</span></a></p><p><em>Connect with me on:</em></p><p><em>&#128998; Linkedin: Timothy Assi</em></p><p><em>&#129002; Instagram: @panic_drop</em></p><p><em>&#11035; X: @timoassi</em></p><p><em>&#128231; timothy@panicdrop.com</em></p><p>&#129001; <em>Panic Drop Podcast : on your favorite streaming app</em></p><p><a href="http://www.panicdrop.com/">www.panicdrop.com</a></p>]]></content:encoded></item></channel></rss>