Bitcoin & Stocks Will Catch Everyone Off Guard! artwork

Bitcoin & Stocks Will Catch Everyone Off Guard!

Crypto Banter

June 25, 2026

Markets have rapidly shifted to a more hawkish outlook, pressuring Bitcoin, gold, and stocks alike. But does the data actually support that move? Join Ran as he unpacks the latest macro signals, what's driving the repricing, and why investors should be paying close attention.
Speakers: Ran
**Ran** (0:00)
Yesterday was kind of scary on the market, so I won't lie to you. I was watching the charts last night, and we got Bitcoin, which dipped down to 59,000 at one point. And it felt like, I must be honest, it was like the first time in a long time where it actually felt like a little bit of a capitulation. And I think one of the reasons for that capitulation feeling was because you're watching STRC go down, and STRC actually went below 80 At the same time, MicroStrategy was below $100, and I actually had $92 a share. And so it felt like a bit of a capitulation. The markets were red, the NASDAQ was red, silver was down, silver was down at $58.
Gold was down at below $4,000. The NASDAQ was down, actually, and actually it turned up afterwards, and I'm going to show you exactly what it turned out afterwards. But I must say, for the first time in a while, I actually felt like the markets were actually bottoming. I felt like there was a capitulation. And it wasn't only me. I got messages from friends. I mean, I don't know if you want to read this message. It says, bro, should we just pack our bags and go work at McDonald's? How are you doing? I said, haha, yep, again. Says, doesn't stop hurting each time. I said, yep, just a few more months. He says, you still have conviction, and are you accumulating or are you tapped out? I said to him, look, I have conviction, but I've got no more cash. I'm overexposed. He says, I'm definitely overexposed. And that's the feeling out there. The feeling out there is that people are losing conviction in the crypto markets. And in particular, what we saw last night was not only the crypto markets coming down, but it was crypto, it was gold, it was silver, it was the metals. And this is where I think the market's wrong. I think the markets have got this all wrong. And I think that if I'm right, what we're gonna get is we're actually gonna get a recovery trade. Now, I'm not gonna sit here and say, oh, we're gonna get this pump in Bitcoin, and it's gonna go back to all time highs. But I do believe that if I'm right, then we're going to get a recovery trade. And my thesis is not only a crypto thesis, it's a thesis that goes way beyond crypto. It goes into gold, it goes into silver, it goes into a whole lot of the other charts. That's what I want to show you today. I want to show you why I think the market is so wrong, and why I think that we could be in for a crypto pump. And again, I say, I don't even get like, wow, we're gonna go up to all time highs, but I do think we're due for quite a big bump. So if that sounds good to you, that's what we're gonna be talking about today. It's gonna be a big show. Let's get the show on the road, guys.
Let me know if you were online last night, and let me know if you felt that brutality, that capitulation feeling, that feeling that, here we go again, another bad day in crypto. Crypto is back, going back down. Crypto never goes back out. Let me know how you guys were feeling about that.
Yeah, I mean, that was what I felt last night, and I can tell you that it wasn't only me, it was a whole lot of other people reaching out to me and just telling me how bad they actually felt. But the markets are wrong, and I'm gonna show you the markets are wrong. As it relates to crypto, we did see Bitcoin actually going down quite a lot. And at one point, I saw Bitcoin, I didn't see it go all the way down to 59,000 exactly, but I saw it at like 59,500, and I thought, oh goodness, here we go again. That leg down that I told you was gonna happen yesterday is coming much quicker than we actually thought. What I realized, though, is that the one reason why crypto, I mean, lots of markets were moving down. The gold was moving down, silver was moving down, all the markets were moving down, but crypto was moving down a lot more, and it started moving down sooner. One of the reasons why I think crypto was moving down is because of this, right? So remember that Binance yesterday came out and said that they originally applied for a MECA license to be able to operate in the EU, and they applied via Greece, and that license was, they got an indication that their license wasn't going to be approved via Greece. And so yesterday was, they came out and they said, okay, they've withdrawn their application through Greece. And that was about one week before MECA actually gets implemented in Europe. Now, the problem is that if Binance doesn't have a MECA license on the 1st of July, which is a week from yesterday, then Binance is going to be in a position where it can't service its EU clients. Effectively, we think, we're not 100% sure yet, but we think that if Binance doesn't have some kind of special dispensation to continue operating in the EU, that means that on the 1st of July, Binance effectively, if you're a Binance EU customer, you'll still have access to all your funds. Your funds are safe. That's not a problem. But the problem is that they won't legally allow you to trade. And so what I think started happening yesterday when Binance and I said that formally withdrawing the application from Greece, I think a lot of people started saying, hold on a second, we've got a Binance account. We're holding crypto.

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