Robinhood vs. Coinbase: A $160-Billion Duel
Baihua Blockchain • August 11, 2025 Author: Thejaswini MA | Translated & edited by Baihua --- A Quiet War in Your Pocket A silent battle is unfolding on your phone screen, and most people still haven’t noticed. America’s two flagship finance apps—Robinhood and Coinbase—are running diametrically opposed experiments on millions of users. Robinhood sits at No. 14 in the App Store’s Finance category; Coinbase is at No. 20. Both are worth roughly $80 billion. Both chase the same young investors, y...
$500 Million Bet on Anthropic: SBF Almost Made the Most Successful Investment in AI History
In 2021, Sam Bankman-Fried (SBF), founder of the cryptocurrency exchange FTX, invested $500 million in AI company Anthropic through his hedge fund Alameda Research, acquiring approximately 8% equity. At that time, the AI boom had not yet begun, and this investment was regarded as a highly forward-looking high-stakes bet. However, in 2022, SBF’s empire collapsed due to the FTX crisis, and his assets were liquidated. FTX eventually sold its Anthropic stake in two installments, reclaiming approx...
Memecoins Are Killing Crypto — and That’s Exactly What We Need
Dogecoin, Shiba Inu, PEPE — pick your flavor. They dominate social media, siphon billions of dollars, and make crypto look like a massive joke to outsiders. And you know what?That might just be what the crypto industry needs to wake up.Why Memecoins Are a ProblemMemecoins represent everything wrong with today’s crypto landscape. They’re the epitome of speculation over substance. No real use case. No groundbreaking technology. Just memes, hype, and a lottery ticket mentality. Their rise is a s...
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The Final Cut: Will the Rate-Cycle End in Another Bitcoin Crash?
Support TALK ABOUT WEB3
The Final Cut: Will the Rate-Cycle End in Another Bitcoin Crash?
Robinhood vs. Coinbase: A $160-Billion Duel
Baihua Blockchain • August 11, 2025 Author: Thejaswini MA | Translated & edited by Baihua --- A Quiet War in Your Pocket A silent battle is unfolding on your phone screen, and most people still haven’t noticed. America’s two flagship finance apps—Robinhood and Coinbase—are running diametrically opposed experiments on millions of users. Robinhood sits at No. 14 in the App Store’s Finance category; Coinbase is at No. 20. Both are worth roughly $80 billion. Both chase the same young investors, y...
$500 Million Bet on Anthropic: SBF Almost Made the Most Successful Investment in AI History
In 2021, Sam Bankman-Fried (SBF), founder of the cryptocurrency exchange FTX, invested $500 million in AI company Anthropic through his hedge fund Alameda Research, acquiring approximately 8% equity. At that time, the AI boom had not yet begun, and this investment was regarded as a highly forward-looking high-stakes bet. However, in 2022, SBF’s empire collapsed due to the FTX crisis, and his assets were liquidated. FTX eventually sold its Anthropic stake in two installments, reclaiming approx...
Memecoins Are Killing Crypto — and That’s Exactly What We Need
Dogecoin, Shiba Inu, PEPE — pick your flavor. They dominate social media, siphon billions of dollars, and make crypto look like a massive joke to outsiders. And you know what?That might just be what the crypto industry needs to wake up.Why Memecoins Are a ProblemMemecoins represent everything wrong with today’s crypto landscape. They’re the epitome of speculation over substance. No real use case. No groundbreaking technology. Just memes, hype, and a lottery ticket mentality. Their rise is a s...
A 25-bp Gift from the Fed
The FOMC just trimmed rates by 25 basis points—historic only in the sense that it may turbo-charge a bull run that is already on borrowed time.
With the 2024 halving now 17 months behind us, history says a cyclical top is due around December 2025. Chair Powell’s cut—and the hint of two more before year-end—gives the ≈ US-$ 7.4 trn parked in money-market funds a powerful incentive to reach for yield. Spot-Bitcoin ETFs, BTC-treasury companies and zero-friction broker apps mean the bid can arrive faster than ever.
The “Melt-Up” Script
Strategists such as Henrik Zeberg and David Hunter see equities entering a parabolic blow-off: Zeberg’s year-end target for the S&P 500 is 7,000; Hunter’s is 8,000-plus. Macro analyst Octavio Costa argues the U.S. dollar is breaking a 14-year support line—another tail-wind for anti-fiat assets. The setup rhymes with the final months of the 1999 internet bubble: liquidity up, discipline down, fireworks last.
2026: The Reckoning?
Both Zeberg and Hunter warn that the same liquidity rug will be yanked in 2026, delivering the largest crash since 1929.
Evidence they cite:
Real-economy stall signals—rising housing inventory, surging loan delinquencies.
The end of a 50-year debt super-cycle and an unprecedented deleveraging.
If the real economy buckles, the financial economy—crypto included—follows.
Bitcoin’s 200-Week Line in the Sand
Even without a global macro implosion, BTC has a habit of giving back the halving moonshot:
2018: –84 %, low prints 20 % below the 200-week simple moving average (SMA).
2022: –77 %, low tags the 200-week SMA near US-$ 15.5 k.
Today that SMA sits at ≈ US-$ 52 k; a final spike could push it to US-$ 65 k by early 2026. A repeat draw-down would therefore target US-$ 50–65 k at minimum—and potentially far lower if the unwind is systemic.
History Rhymes, It Rarely Repeats
No one rings a bell at the top. Rate cuts can extend the party longer than skeptics imagine, and fiat debasement may ultimately limit how hard hard-money assets fall. But the path is narrowing: parabolic up, cathartic down. Traders should mark the 200-week SMA as the line between “healthy correction” and “generational crash.”
A 25-bp Gift from the Fed
The FOMC just trimmed rates by 25 basis points—historic only in the sense that it may turbo-charge a bull run that is already on borrowed time.
With the 2024 halving now 17 months behind us, history says a cyclical top is due around December 2025. Chair Powell’s cut—and the hint of two more before year-end—gives the ≈ US-$ 7.4 trn parked in money-market funds a powerful incentive to reach for yield. Spot-Bitcoin ETFs, BTC-treasury companies and zero-friction broker apps mean the bid can arrive faster than ever.
The “Melt-Up” Script
Strategists such as Henrik Zeberg and David Hunter see equities entering a parabolic blow-off: Zeberg’s year-end target for the S&P 500 is 7,000; Hunter’s is 8,000-plus. Macro analyst Octavio Costa argues the U.S. dollar is breaking a 14-year support line—another tail-wind for anti-fiat assets. The setup rhymes with the final months of the 1999 internet bubble: liquidity up, discipline down, fireworks last.
2026: The Reckoning?
Both Zeberg and Hunter warn that the same liquidity rug will be yanked in 2026, delivering the largest crash since 1929.
Evidence they cite:
Real-economy stall signals—rising housing inventory, surging loan delinquencies.
The end of a 50-year debt super-cycle and an unprecedented deleveraging.
If the real economy buckles, the financial economy—crypto included—follows.
Bitcoin’s 200-Week Line in the Sand
Even without a global macro implosion, BTC has a habit of giving back the halving moonshot:
2018: –84 %, low prints 20 % below the 200-week simple moving average (SMA).
2022: –77 %, low tags the 200-week SMA near US-$ 15.5 k.
Today that SMA sits at ≈ US-$ 52 k; a final spike could push it to US-$ 65 k by early 2026. A repeat draw-down would therefore target US-$ 50–65 k at minimum—and potentially far lower if the unwind is systemic.
History Rhymes, It Rarely Repeats
No one rings a bell at the top. Rate cuts can extend the party longer than skeptics imagine, and fiat debasement may ultimately limit how hard hard-money assets fall. But the path is narrowing: parabolic up, cathartic down. Traders should mark the 200-week SMA as the line between “healthy correction” and “generational crash.”
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