Join Matt and Simon as they discuss the latest tariff updates from U.S. President Donald Trump; continued Bitcoin accumulation by Strategy (formerly MicroStrategy) and others; which altcoins will be next to get a spot ETF in the U.S.; key information about the FTX creditor payouts; and more.

Key Takeaways

  • Cryptocurrency prices slid lower as tariff-related uncertainty continued to weigh on global markets and crypto investors.
  • MicroStrategy rebranded to Strategy and continued its aggressive accumulation of Bitcoin (BTC). The company now holds now holds 478,740 BTC, or 2.28% of the total supply.
  • Litecoin (LTC) is the most likely cryptocurrency to get a spot ETF in the U.S. in 2025, according to revised predictions from two Bloomberg analysts.
  • Altcoin updates include Bittensor’s dTAO upgrade, Arweave’s mainnet release of AO, and Berachain going live.

Important upcoming macro dates:

  • Feb. 12: U.S. CPI inflation data
  • Mar. 19: U.S. interest-rate decision and Fed Chair Powell’s press conference

00:00 Market Update: Crypto’s Response to Tariffs

03:01 MicroStrategy’s Rebranding and Bitcoin Accumulation

07:58 Trump Administration’s Crypto Press Conference

11:27 The Future of Altcoin ETFs

14:43 Altcoin Updates: BitTensor and Arweave

20:28 Rapid Fire: FTX Liquidation and Super Bowl Ads