Panic Drop Podcast

About Panic Drop Podcast

This podcast gives you a fast daily recap of the biggest crypto and financial market headlines. It’s made to sound like a smart friend catching you up with just sharp insights in a few minutes. panicdrop.substack.com (https://panicdrop.substack.com?utm_medium=podcast)

Publisher

Panic Drop - Timothy Assi

Category

business · news

Language

en

Explicit

Yes

First episode

26 Jul 2025

Latest episode

7 Oct 2026

Latest episodes

374 episodes in the feed.

1. 

   7 Oct 2026

   We 7/10 | Daily Crypto & Macro News

   Happy Wednesday all! If you missed the past 24 hours in crypto and stocks, here's your full recap: 🚨 Major Headlines & Market Moves 🚨 - Bitcoin fell under $84,000 as about $479 million in long positions were liquidated over the past 24 hours, with 104,836 crypto traders wiped out. - BlackRock ETF clients bought $122 million worth of Bitcoin. - The CFTC said it will provide a federally regulated path for crypto. Chairman Mike Selig told CNBC he is disappointed in Congress, but the agency has statutory authority and intends to use it. - Kalshi launched the first stock-index perpetual future in America, tied to the US 500. Single-stock perps on Nvidia, Meta and Amazon are planned later this year. - South Africa’s First National Bank opened crypto trading to nearly 9 million clients, covering Bitcoin, Ethereum, Solana, XRP and USDT. - The S&P 500 closed above 7,800 for the first time, its 28th record of the year. - Ray Dalio said the AI bubble may burst soon. - Elon Musk’s net worth officially passed $1.1 trillion. - The US goods trade deficit jumped 13.7% to $105.6 billion, a 17-month high. Over the last 20 months the goods deficit was $2.06 trillion, about 8% wider than the prior 20 months, despite tariffs. - South Korea stocks are up 97% in 2026 and Taiwan stocks are up 86%, while China stocks are down 12%. - Micron’s net income has surged 42x in two years to $38 billion, about $8 billion more than Apple earned last quarter, as chip supply stays tight. Seagate fell about 9% and Western Digital about 7% as the two battle Toshiba for TDK’s HDD magnetic-head business. - Marvell rose about 5% after targeting $20 billion in fiscal 2028 revenue, above the roughly $18.2 billion Wall Street expected, driven by custom AI chips and data-center connectivity. - Bitwise CIO Matt Hougan published “Bitcoin Is Right on Schedule” in The Wall Street Journal. Bitcoin is also in its most shallow cycle since the prior halving. - A former UBS Asia investment-banking head said China will eventually reopen access to crypto and could trigger a new supercycle. - The top 0.1% of US households now own 15% of all household wealth, a record, while the bottom 50% own 2%. 📊 Altcoin Market Updates 📊 - Ethereum fell under $2,600 during the same long liquidation wave. - Bitwise ETF clients bought $10.55 million worth of XRP. - Ripple’s RLUSD stablecoin passed a $2.5 billion market cap. - Circle’s USDC bridge now supports Solana, so USDC can move directly between Solana and 18 other ecosystems. - JPMorgan is helping Solana build a system that lets financial institutions settle trades onchain in seconds. - Ripple Prime will provide multi-asset prime brokerage, clearing and financing to Brevan Howard. - Ethereum layer-2 AbstractChain is shutting down. - OKX raised at a $25 billion valuation from Standard Chartered and Circle, extending a round from March. - Coinbase is listing PONS. - Moonshot expanded onto Robinhood Chain, and Gomo v2 went live with Robinhood Chain added to its trading terminal. - Mysten Labs and Google Cloud launched Verifiable Agent Arbiter, anchoring AI agent proofs on Sui and Walrus for enterprise compliance. - Sunrise enabled VVV, the AskVenice token, on Solana, with pairs now supported on Raydium, Pump.fun and LaunchOnSF. If you enjoyed this daily roundup, make sure to follow me, I’ll see you tomorrow! $BTC $SPY $QQQ $OIL $SMH Looking to profit from altcoins? Here’s a FREE 5-day email course!Get instant access here:https://panicdrop.kit.com/5dayaltcoincourse (https://panicdrop.kit.com/5dayaltcoincourse)Avoid the mistakes killing 97% of traders.Master the charts & time your entries using Bitcoin’s signals. Written by Timothy Assi, an Elite Popular Investor on eToro. Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only. Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Connect with me on: 🟦 Linkedin: Timothy Assi 🟪 Instagram: @panic_drop ⬛ X: @timoassi 📧 timothy@panicdrop.com 🟩 Panic Drop Podcast : on your favorite streaming app www.panicdrop.com (http://www.panicdrop.com/) This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit panicdrop.substack.com/subscribe (https://panicdrop.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2)

2. 

   6 Oct 2026

   Tu 6/10 | Daily Crypto & Macro News

   Happy Tuesday all! If you missed the past 24 hours in crypto and stocks, here's your full recap: 🚨 Major Headlines & Market Moves 🚨 - Japan's 10-year government bond yield hit 3.1%, the highest in about 30 years. - Elon Musk is a trillionaire again after SpaceX stock $SPCX surged past $160 and a $2.23 trillion market cap. - The Nasdaq closed about 0.8% higher at a fresh record, even with the 10-year Treasury yield near 5.30%. Nvidia rose about 1.5%. - Western Digital and Seagate rebounded about 5% to 6% after Friday's selloff, as analysts called Toshiba supply fears overdone. - PTC surged about 34% after Schneider Electric agreed to buy the industrial software company for $22.6 billion, or $205 a share in cash. - Option Care Health jumped about 21% after hours on reports McKesson and CD&R are nearing a takeover worth more than $5 billion. - Qualcomm rose after signing a multi-year licensing deal with Huawei covering 5G, AI, computing and networking. - The SEC approved the first 3x leveraged Bitcoin and Ethereum products from Volatility Shares for listing on Cboe BZX. They are based on CME futures, not spot holdings, and the same batch includes 3x gold, silver, crude oil and natural gas products. - The CFTC proposed its first round of rules for US crypto markets. Chair Mike Selig said clear rules of the road start now, aimed at protecting investors from fraud and abuse. Gemini co-founder Tyler Winklevoss said clear rules for crypto are coming. - The US Treasury withdrew proposed surveillance rules that targeted unhosted wallets and crypto mixers. - US spot Bitcoin ETFs took in $241.1 million last week, a third straight week of net inflows. - Polymarket now prices a 59% chance Bitcoin finishes this month above $90,000. Bitcoin is also holding above its power law support line into Q4. - TD Cowen said Bitcoin is increasingly being evaluated inside portfolio construction, and the debate has shifted from whether institutions will participate to how they will. - President Trump blamed rising gas prices on Democrats and on Russian oil refineries being attacked by Ukraine. - US real estate stocks are at their lowest level ever relative to the S&P 500, wiping out the relative gains from the early-to-mid 2000s housing bubble. - The 2020s are on pace to be the worst decade on record for the 10-year Treasury, with an annualized total return of -1.3% so far. - Corporate guidance is unusually strong. 72 S&P 500 companies issued positive earnings guidance for Q3, the most FactSet has tracked and well above the five-year average of 42. - Americans now hold more than $60 trillion in stocks and mutual funds, more than triple the level a decade ago. - Nike is down 80% from its November 2021 peak, the largest drawdown in company history. - AI capex keeps accelerating. Spending by Alphabet, Amazon, Meta, Microsoft and Oracle is expected to jump from $412 billion in 2025 to $789 billion in 2026, a 92% increase. - Iran's president said negotiation has no meaning with an enemy that terrorizes, sanctions, pressures and threatens on a daily basis. 📊 Altcoin Market Updates 📊 - The SEC's new leveraged-product approval also covers the first 3x Ethereum ETF, built on CME futures rather than spot Ether. - BitMine now holds more than 6 million ETH, about 4.9% of total supply, and said total crypto, cash and marketable securities holdings are $17.4 billion. - Shytoshi became the top holder of WOOF after the official SHIB account followed the project. SHIB also liked a SHIBLING reply that traders read as a hint of an OG link. - MOO, a memecoin planned for Robinhood Chain, announced a narrative-driven casino game, which traders called a first for a memecoin. - GOMO passed 1,000 users in under 24 hours, already ahead of the day-one user count Fomo had at launch. - Former federal regulator Charlene Fadirepo said young investors in Africa are saving in Bitcoin and see it as a path to a better financial future. If you enjoyed this daily roundup, make sure to follow me, I'll see you tomorrow! $BTC $SPY $QQQ $OIL $SMH Looking to profit from altcoins? Here’s a FREE 5-day email course!Get instant access here:https://panicdrop.kit.com/5dayaltcoincourse (https://panicdrop.kit.com/5dayaltcoincourse)Avoid the mistakes killing 97% of traders.Master the charts & time your entries using Bitcoin’s signals. Written by Timothy Assi, an Elite Popular Investor on eToro. Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only. Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Connect with me on: 🟦 Linkedin: Timothy Assi 🟪 Instagram: @panic_drop ⬛ X: @timoassi 📧 timothy@panicdrop.com 🟩 Panic Drop Podcast : on your favorite streaming app www.panicdrop.com (http://www.panicdrop.com/) This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit panicdrop.substack.com/subscribe (https://panicdrop.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2)

3. 

   5 Oct 2026

   Mo 5/10 | Daily Crypto & Macro News

   Happy Monday all! If you missed the past 24 hours in crypto and stocks, here's your full recap: 🚨 Major Headlines & Market Moves 🚨 - Bitcoin trades back below $86,000. - Michael Saylor hinted at another Bitcoin announcement, saying the company is "more orange than ever." - Strive's chief executive hinted at buying more Bitcoin, pointing to an "amplified Bitcoin" plan. - The U.S. and China announced tariff cuts covering $30 billion of goods on each side, led by U.S. consumer imports and Chinese agricultural products. - Iran said the Strait of Hormuz will stay closed until the U.S. meets seven conditions from the June Islamabad agreement. - The 10-year Treasury yield hit a 24-year high of 5.3%, while the S&P 500 dividend yield fell to an all-time low of 1.07%. - The ratio of technology stocks to the S&P 500 reached a record high. Nine of the ten largest U.S. companies are now in tech, versus six oil and energy names in 1980. - 60% of S&P 500 stocks now carry a Buy rating from Wall Street, the highest share on record. - OKX filed with the SEC to launch tokenized U.S. stock trading. - President Trump announced a Super Intelligence Force. Elon Musk also said SpaceXAI will be renamed SpaceXSI, calling SpaceX a super intelligence company. - This week's earnings slate includes Constellation Brands on Tuesday, Levi Strauss on Wednesday, Penguin Solutions, and Delta Air Lines on Friday. Focus points are beer pricing versus wine weakness, direct-to-consumer growth, AI infrastructure demand, and fuel pressure on airline margins. 📊 Altcoin Market Updates 📊 - BNB briefly moved back above $800. - Pump.fun overtook Hyperliquid in 30-day revenue. - Polymarket's chief executive teased an announcement around Token2049. - Sunrise opened access to Shib on Solana, with LaunchOnSF and Pump.fun now supporting Shib pairs. - A Solana Foundation lead said Robinhood's chain should drop Arbitrum, arguing layer-2s cannot scale on performance or fees and would be better off as a new high-performance chain or on Solana. If you enjoyed this daily roundup, make sure to follow me, I'll see you tomorrow! $BTC $SPY $QQQ $OIL $SMH Looking to profit from altcoins? Here’s a FREE 5-day email course!Get instant access here:https://panicdrop.kit.com/5dayaltcoincourse (https://panicdrop.kit.com/5dayaltcoincourse)Avoid the mistakes killing 97% of traders.Master the charts & time your entries using Bitcoin’s signals. Written by Timothy Assi, an Elite Popular Investor on eToro. Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only. Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Connect with me on: 🟦 Linkedin: Timothy Assi 🟪 Instagram: @panic_drop ⬛ X: @timoassi 📧 timothy@panicdrop.com 🟩 Panic Drop Podcast : on your favorite streaming app www.panicdrop.com (http://www.panicdrop.com/) This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit panicdrop.substack.com/subscribe (https://panicdrop.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2)

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Spotify

5.0 / 5

5 ratings

Contact Panic Drop Podcast

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.