Are We 70% Through the Bear Market? Rekt Capital, Fed Rate Hikes & Swyftx Trends

A fresh wave of bottom calls, meme coin frenzies, and institutional data suggests digital asset markets might be much closer to a turnaround than many think.

Beneath the surface of a quiet winter, on-chain activity is heating up as retail interest returns and long-term investors position themselves for the next cycle.

In this episode, Ted and Pav dissect recent bullish takes from prominent crypto analysts on X, weighing Zach Pandor's interest rate outlook against PlanB's Stock-to-Flow model and Rekt Capital's bear market structure. They dive into Swyftx's latest report, highlighting why self-managed super funds (SMSFs) are aggressively buying the dip and how AI adoption is set to supercharge freelance stablecoin payments

Finally, they cover the Robinhood and Coinbase DeFi wallet launches and wrap up with what a potential Fed interest rate decision means for crypto heading into August. 

You’ll hear: 

00:00 Ted and Pav catch up on local weather, family updates, and the recent wave of bottom calls flooding social media.

02:16 Exploring how new meme coin activity on Robinhood Chain and Coinbase's new DeFi wallet feature are bringing traders back to life. 

07:05 Looking at institutional real-world asset updates and how clearinghouses are moving trillions of dollars onto the blockchain.

07:40 Why the upcoming August deadline could act as either a massive catalyst or another short-term headwind. 

09:24 Breaking down bottom-call perspectives from Zach Pandor (Grayscale), PlanB (Stock-to-Flow), and Rekt Capital.

20:21 Why 99% of Hyperliquid's free cash going into token buybacks sets a new utility standard for future protocols.

23:10 Examining how Australian SMSFs are accelerating long-term buys and how AI agents are driving freelance stablecoin payments.