The Crypto Rundown

Latest Episodes:

The Crypto Rundown 240: Solana Holds Its Ground as Bitcoin Fades Sep 29, 2026

Show notes

Bitcoin pulled back after a midweek rally, while Solana held on to much of its recent gains. Mark Longo breaks down the latest crypto options activity in IBIT, MSTR, ETHA, BMNR and PURR, including a sharp drop in MSTR volatility and an unusually long dated PURR call trade. Plus, a look at Circle's continued slide, renewed interest in Litecoin, and the listener poll asking which crypto asset you'd hold through year end.

The Crypto Rundown 239: This One's for the Degens Sep 22, 2026

Show notes

Crypto markets are roaring back, and some of their riskiest corners are suddenly delivering eye-catching returns. Mark Longo welcomes back Bill Ulivieri of Cenacle Capital Management to examine Bitcoin's breakout, renewed crypto options activity and whether capital may be rotating from AI into digital assets.

They explore IBIT, MSTR, MSTU, Ethereum, BMNR, Circle, HYPE, PURR and Solana, along with two highly speculative names: STKE and Gemini Space Station. Bill also discusses options premium strategies, crypto yield opportunities, tokenized securities, regulatory developments and his outlook for the next crypto cycle.

The Crypto Rundown 238: A Coiled Spring of Bitcoin Energy Sep 15, 2026

Show notes

Bill Ulivieri of Cenacle Capital Management returns to The Crypto Rundown — and after calling the Bitcoin bottom on his last appearance, he's feeling even more bullish about what comes next.

Mark Longo and Bill explore why Bitcoin could be sitting on a "coiled spring of energy," the latest action in IBIT and MSTR options, and whether Strategy still has more room to run. They also dig into the outlook for Ethereum, Solana and XRP, the surprising rise of Zcash, and the latest activity in ETHA, BMNR, Circle and PURR.

Plus, Bill explains why the convergence of crypto, blockchain and agentic AI could dramatically reshape trading, and highlights Arbitrum and Uniswap as two names worth watching as Robinhood pushes deeper into blockchain and DeFi.

The Crypto Rundown 237: The Greatest Week in Crypto History? Aug 25, 2026

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Was this the greatest week in crypto history?

On this episode of The Crypto Rundown, host Mark Longo is joined by Pat Wood, President and CEO of DelphX Capital Markets, to break down an explosive week across the cryptocurrency markets.

Bitcoin comes roaring back with a massive rally and surging ETF inflows, while activity and volatility heat up in IBIT and MSTR. We examine what the move means for Bitcoin traders, whether this rally has staying power, and why Pat believes the next generation of digital asset treasuries needs to think beyond simply buying and holding.

Then we venture into the Altcoin Universe, where the rally is spreading fast. Ethereum finally wakes up, Solana shows signs of life, XRP surges, and HYPE/Hyperliquid continues to generate serious buzz. We also examine the wild options activity in ETHA, BMNR, Circle (CRCL), and PUR, including the rush for upside exposure as crypto traders embrace the rally.

Plus, we discuss:

Bitcoin's monster weekly rally and whether it can continue
The resurgence in IBIT options volume and volatility
MSTR, Michael Saylor and the future of digital asset treasury strategies
Using covered calls and collars in crypto
Ethereum's dramatic comeback
The latest action in Solana, XRP, Dogecoin and other altcoins
The growing excitement surrounding Hyperliquid and HYPE
Why crypto market structure may be entering a new phase

The Crypto Rundown 236: Perps, Prediction Markets and the Future of Crypto Aug 18, 2026

Show notes

On this episode of The Crypto Rundown, host Mark Longo welcomes back Brandon Mulvihill, Co-Founder and CEO of Crossover Markets, for a wide-ranging conversation about the evolving crypto marketplace.

They explore the growth of institutional crypto trading, why Brandon believes crypto has more of a supply-chain problem than a demand problem, and how custody, credit, execution and regulation could shape the next phase of institutional adoption. Brandon also discusses the growth of Crossover Markets and CROSSx, the launch of CROSSx Disclosed, and what increasing involvement from traditional financial institutions could mean for digital assets.

Then the conversation turns to two of the hottest areas in the market: crypto perpetuals and prediction markets. Are perps really a revolutionary new product—or are they essentially the latest evolution of CFDs? And will prediction markets maintain their momentum as regulation and traditional sports betting continue to evolve?

Plus, we break down the latest action in Bitcoin, IBIT, Strategy (MSTR), Ethereum, ETHA, BMNR, Circle, HYPE, Solana, XRP, Dogecoin and more.

The Crypto Rundown 235: Taxes, Crypto and the Dog Days of Summer Aug 10, 2026

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On this episode of The Crypto Rundown, host Mark Longo welcomes Adam Bergman, founder of IRA Financial, to the Crypto Hot Seat for a deep dive into crypto, taxes and retirement accounts.

They discuss why investors may want crypto exposure in their IRAs, the potential tax advantages of trading crypto and options in retirement accounts, buying Bitcoin directly versus using ETFs and digital asset treasury companies, the role of gold alongside crypto, and whether investor attention is shifting from digital assets toward AI and other hot equities.

Then we head into the dog days of summer with a decidedly quiet crypto market. We break down the latest activity in Bitcoin, IBIT and MSTR before venturing into the altcoin universe for ETH, BMNR, CRCL, PURR, Solana, XRP, DOGE and more. Plus, we examine where options traders are still finding opportunities as volatility and trading activity cool off for the summer.

The Crypto Rundown 234: Summer Slump or Setup? Aug 04, 2026

Show notes

Is the crypto market simply cooling off for the summer, or are traders quietly positioning for the next big move?

This week on The Crypto Rundown, Mark Longo breaks down a quieter week across the digital asset landscape as Bitcoin and Ethereum pull back from recent highs, implied volatility remains subdued, and options traders continue hunting for inexpensive upside exposure.

In this episode, you'll discover:

Bitcoin's retreat from recent highs and what it could mean for the weeks ahead
Why traders are still buying upside calls in IBIT despite lower volatility
MicroStrategy's latest earnings, massive Bitcoin holdings, and unusual options activity
Ethereum, ETHA and the continued search for value in crypto options
Options flow and volatility in BitMine (BMNR), Circle (CRCL) and PER
A look at the latest crypto market cap rankings, including Bitcoin, Ethereum, Solana, XRP, BNB, Hyperliquid, DOGE and more
The biggest options trades, volatility levels and unusual activity shaping the crypto markets

The Crypto Rundown 233: Cooling Off After the Crypto Storm Jul 28, 2026

Show notes

The crypto market catches its breath after last week's sharp selloff. On this episode of The Crypto Rundown, Mark Longo breaks down Bitcoin's recovery from Friday's lows, Ethereum's continued attempt to regain momentum, and what subdued options activity may be signaling as the market settles into the heart of summer.

You'll also get the latest on options flow in IBIT, MSTR, ETHA, BMNR, Circle (CRCL), and PURR, along with a look at the biggest movers across the broader crypto landscape, including Solana, XRP, Dogecoin, Litecoin, Cardano, Polkadot, and Shiba Inu.

In this episode:

Bitcoin stabilizes after last week's market turmoil
Ethereum tries to build on its recent rebound
Why crypto options volume remains muted
IBIT and MSTR options activity
ETHA, BMNR, Circle (CRCL), and PURR options flow
The latest market cap rankings
Performance across the major altcoins
What traders are watching heading into the new month

The Crypto Rundown 232: Lazy Crypto Summer as Bitcoin and ETH Rally Jul 20, 2026

Show notes

Bitcoin has reclaimed the $65,000 level, Ethereum is showing renewed strength, and crypto traders are once again reaching for upside calls. On this episode, Mark Longo breaks down the latest action across the crypto markets, from Bitcoin and ETH to MicroStrategy, BitMine (BMNR), Circle, Hyperliquid (PURR), and more.

This week's episode includes:

Bitcoin's rally back above $65K
Ethereum's strongest week in months
What traders are buying in IBIT and ETHA options
MicroStrategy (MSTR) call spreads and positioning
BMNR's growing options activity
Circle (CRCL) and Hyperliquid (PURR) options flow
Market cap movers including Solana, XRP, DOGE, BNB and more
The latest crypto volatility and options trends

The Crypto Rundown 322: Is This the Bottom for Bitcoin? Jul 14, 2026

Show notes

On this episode of The Crypto Rundown, host Mark Longo welcomes back Bill Ulivieri from Cenacle Capital Management to break down a wild, volatile few weeks in the digital asset space. Bill calls his official generational bottom for Bitcoin, leaning into quantitative power laws, internal AI metrics, and cyclic low models that point to a major buying window between now and November.

The guys also dive deep into the collapsing NAV discounts on MicroStrategy (MSTR), the rising options volume across IBIT and ETHA, and the latest dramatic re-shuffling in the Altcoin Universe.

📊 In This Episode, We Break Down:

The Bitcoin Breakdown: Navigating the holiday dip below $60K, the swift clawback toward $62K, and addressing the threat of quantum computing breaking the blockchain.
The MSTR Discount Monster: Analyzing MicroStrategy trading at a staggering 32% to 38% discount to its Net Asset Value (NAV). Plus, why Bill is aggressively running the options wheel strategy with 94 puts.
IBIT & Covered Call ETFs: A look at IBIT options volume trading in lockstep with the VIX, and a breakdown of the newly launched premium-income ETF, BITA.
The Altcoin Universe: A full market-cap audit of Solana (SOL), XRP, Doge, and Litecoin (LTC).
BitMiner (BMNR) & Render (RNDR): How BMNR quietly scooped up nearly 5% of the total ETH supply to secure a spot in the Russell 1000, and a look at Render Token's massive GPU expansion into AI computing following its Coinbase listing.

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