SolanaFloor Expands Video Coverage With The Big Picture, a Macro-Driven Livestream

SolanaFloor has grown alongside the ecosystem it covers. What started as fast-moving news and onchain analysis has increasingly intersected with something bigger: macro, regulation, market structure, policy shocks, and of course the billions of institutional inflows we track daily. 

Unlike today’s tumultuous trenches, this truth is simple—crypto no longer exists in a vacuum. And neither can the way we cover it. That’s why we’re launching The Big Picture.

Problem: Crypto Doesn’t Trade on Vibes Anymore

There was a time when crypto markets could be moved by a single Elon Musk tweet, a Discord rumor, or a vague narrative about “the next cycle.” Let’s not forget the dozens of times we saw headlines that China had once again banned crypto, leading to weeks of outflow. That era is fading fast.

Today, crypto reacts to a whole host of inputs: interest rates, liquidity conditions, regulatory sequencing, geopolitical shocks, and institutional constraints.

We are impacted, often violently, by the same forces that move equities, bonds, FX, and commodities. Sometimes more violently. So if you’re only watching Crypto Twitter, you’re missing half the story, and if you’re only watching headlines without context, you’re often reacting to noise.

We are launching The Big Picture to bridge that gap, and to improve our odds at distilling signal from noise, so we can all become better traders and investors in the long run.

Do We Really Need New Content?

This isn’t a new show because we needed more content. In fact the opposite is true. Crypto media is saturated and full of noise. The Big Picture is needed precisely for this reason. The environment around our industry has fundamentally changed, so the way we make sense of it needs to change too.

What The Big Picture Is (And What It Isn’t)

At its core, The Big Picture is a weekly SolanaFloor livestream where Thomas Bahamas and I zoom out before we zoom in.

Every Thursday at 11am ET, we start at the macro and policy layer: global events, macro takes, regulation, elections—then work our way down to what actually matters for crypto markets, and specifically for Solana.

We focus on four core questions:

1. What structural or regulatory developments are happening right now that matter to crypto and Solana?

2. Why do they matter for institutions, allocators, policymakers, and builders—not just traders?

3. What are the risks, open questions, and timelines the market is underestimating?

4. What should a well-informed viewer be watching next—not reacting to, but tracking deliberately?

What this show is not:

• It’s not price commentary and chart wizardry.

• It’s not product, protocol, or project promotion.

• It’s not hopium, fear-mongering, or surface-level takes.

In short, with the help of seasoned experts, ETF issuers, trillion dollar asset managers, leading VCs, and founders, The Big Picture aims to distinguish facts from interpretation and address growing uncertainty—because frankly, we need to acknowledge what we don’t know as much as what we think we know.

And yes, we will repeat this often: this is not financial advice.

Why Now?

Because the worlds of traditional finance, politics, and crypto are no longer running on parallel tracks. They’re colliding.

We see it in:

• The rise of spot crypto ETFs and the constraints that come with them.

• The acceleration of stablecoin legislation globally.

• Tokenized equities and real-world assets moving from pilot programs to mass proliferation.

• Central banks, regulators, and governments openly shaping the rails crypto must operate on.

• The CLARITY ACT being derailed by big banks looking to protect their profits.

Solana sits at the center of many of these conversations—not because of the hype and attention this ecosystem has garnered over the past 48 months, but because of throughput, cost structure, composability, and real usage. 

But understanding how these forces impact Solana requires more than onchain dashboards. It requires context. That’s the gap The Big Picture is designed to fill. 

The DAVOS Divergence

We need to set the scene, because the macro backdrop right now is… confusing. Gold just broke $5,000. Tariff threats are back on the table, U.S. shutdown risks are mounting, central banks are still buying — and the market response has been very clear: capital is running toward perceived safety in precious metals.

But the real confusion stems from the divergence between prices in assets like metals, the stock market, and crypto, which had its biggest presence ever at Davos in 2026. 

That contrast is blinding. Crypto wasn’t on the sidelines this year. It was front and center. Much more than ANY previous year. 

Here are my TOP 3 Takeaways from Davos 

1. Trump reiterated his goal of making the U.S the ‘crypto capital of the world.’ 

2. Coinbase’s Brian Armstrong openly debated stablecoin yields with European central bankers and he defended our right as an industry to compete with banks who are derailing the CLARITY act because they CLAIM stablecoin yields are existential threat for their profits, of which the top 5 banks alone make $100 billion dollars per year so cry me a river.

3. And Binance founder CZ talked about his ongoing tokenization deals with over a dozen governments.

Ripple’s founder Brad Garlinghouse took it a step further and said "I'm very bullish, and yes, I'll go on record as saying, I think we'll see an all-time high" for crypto markets this year. 

So on the one hand it feels like the banks are just delaying the inevitable, but that has serious consequences on investor sentiment, inflows, and subsequently price action. Over the last 12 months:

• Silver: +267%, Gold: +84%, Nasdaq: +22%, S&P 500: +16%. 

• Meanwhile, Bitcoin: −14%, Ethereum: −8%, Solana: −44%, 

• Total crypto market cap: −14%. 

Every other asset class has given positive returns except crypto, despite crypto fundamentals and attention being at all time highs. 

Is it time to double down, or pack up and go home?

Looking Ahead

The Big Picture launches January 29, 2026, and it will run weekly as part of SolanaFloor’s expanded editorial slate. 

Our goal isn’t to tell you what to think.

It’s to show you what actually matters to experts and TradFi giants, to address the growing uncertainty which dominates our timelines. Crypto is growing up. Solana is maturing. And whether we like it or not, the forces shaping both are bigger than any single chart or headline.

This show exists so we don’t fall behind. Welcome to The Big Picture.

What Viewers Can Expect Each Week?

No two weeks look the same, but the framework does. On any given episode, we may cover:

• Regulatory and policy developments in the U.S. and globally

• Market structure: custody, settlement, DEXs, compliance, and liquidity

• Stablecoins and payments

• The ETF landscape, impact of inflows and outflows on spot prices

• Tokenization and RWAs (No, not risk weighted assets. This is not a TradFi show)

• Institutional adoption and allocator behavior

• Risk events and geopolitical shocks

• Macro signals from FX, equities, bonds, commodities, and how they bleed into crypto.

Starting January 29th, see you every Thursday at 11am ET. Thank you for your attention to this matter.