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<v Speaker 1>Hey, it's Alex here, sitting down with you on July

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<v Speaker 1>twenty second, twenty twenty six. If you've been away from

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<v Speaker 1>the markets for a day, think of this as our

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<v Speaker 1>coffee ketchup. We've got a new Washington ethics rule, a

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<v Speaker 1>jump in oil prices, and some big moves in tokenized stocks.

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<v Speaker 1>By the end of this chat, you'll know exactly how

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<v Speaker 1>they're tugging crypto in opposite directions and what it means

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<v Speaker 1>for your portfolio today. But first, a quick word from

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<v Speaker 1>our sponsor. Okay, So here's what's happening. Bitcoin slips to

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<v Speaker 1>sixty six thousand dollars on an oil spike, a Trump

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<v Speaker 1>backed ethics rule lands on the Department of Justice, and

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<v Speaker 1>Kraken is expanding tokenized stocks across three major markets. Markets

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<v Speaker 1>were pretty quiet today. Bitcoin held near sixty six thousand

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<v Speaker 1>dollars and the other majors barely moved. We're seeing a

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<v Speaker 1>bit of a tug of war between inflation worries and

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<v Speaker 1>steady trading volumes. Derivatives is the strongest narrative today, down

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<v Speaker 1>a few over twenty four hours. It is a mixed

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<v Speaker 1>selective picture. Bitcoin is trading near sixty six thousand dollars,

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<v Speaker 1>and the broader structure is still leaning higher. It rows

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<v Speaker 1>about one and a half percent over the last seven days.

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<v Speaker 1>From here, the first support sits about eight percent below

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<v Speaker 1>price and the first resistance about four percent above. Momentum

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<v Speaker 1>is mixed, so watch for follow through before trusting the move.

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<v Speaker 1>If you want the exact levels and the line that

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<v Speaker 1>invalidates this, read we walk through all of it in

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<v Speaker 1>the monthly playbook. This is teaser territory. The full chart,

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<v Speaker 1>levels and scenarios are in the Monthly Playbook, fourteen days

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<v Speaker 1>free at tokenmetrics dot com. Let's start with Washington. A

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<v Speaker 1>new ethics rule backed by Trump puts the Department of

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<v Speaker 1>Justice in charge of crypto oversight and stops federal officials

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<v Speaker 1>from launching their own tokens. Why this matters. If politicians

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<v Speaker 1>can't mint their own coins, the quick cash grab on

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<v Speaker 1>polytical meme coins drops. The takeaway is that the government

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<v Speaker 1>wants a clean house before crypto goes mainstream. If this

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<v Speaker 1>rule hits the Senate floor this week, exchanges get a

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<v Speaker 1>huge sigh of relief. If it stalls, expects surprise crackdowns next.

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<v Speaker 1>Bitcoin pulled back from a one month high because oil

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<v Speaker 1>jumped past eighty five dollars, which means inflation fears are

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<v Speaker 1>back on the table. When energy costs spike, the Federal

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<v Speaker 1>Reserve tends to keep interest rates high, and that makes

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<v Speaker 1>risk assets like crypto flinch. Bitcoin's recent bounds to sixty

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<v Speaker 1>six thousand looked like a fresh start, but it was

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<v Speaker 1>really just a temporary pause and a longer down trend.

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<v Speaker 1>If Bitcoin holds above sixty five thousand while oil stays high,

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<v Speaker 1>we're looking at sticky inflation but resilient crypto. If it

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<v Speaker 1>drops below sixty five thousand, the bear market trend takes

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<v Speaker 1>over again Over in Asia and Europe. Kraken's parent company

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<v Speaker 1>is rolling out tokenized stocks in Hong Kong, the UK,

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<v Speaker 1>and South Korea. The takeaway is that this isn't just

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<v Speaker 1>a US experiment anymore. We're seeing blockchain technology handle traditional

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<v Speaker 1>stock ownership, which means faster trades and lower fees for everyone.

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<v Speaker 1>If trading volume on these digital shares hits a weekly record,

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<v Speaker 1>traditional brokers will feel real pressure. If it stays quiet,

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<v Speaker 1>it's just a test run. Then there's the Midnight token,

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<v Speaker 1>which bounce back nineteen percent after a major bridge hack,

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<v Speaker 1>which means the market is betting on a fix rather

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<v Speaker 1>than a total collapse. Charles Hoskinson is pushing for a

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<v Speaker 1>zero knowledge upgrade, which is basically a way to verify

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<v Speaker 1>transactions without exposing sensitive data. Think of it as rebuilding

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<v Speaker 1>a digital bridge with stronger steel. If Midnight holds its

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<v Speaker 1>gains while they roll out this upgrade, trust will come

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<v Speaker 1>back if another security issue pops up. This rebound was

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<v Speaker 1>just short term speculation. Finally, a small project called Second

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<v Speaker 1>five is shutting down after a two point four million

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<v Speaker 1>dollar theft from a Cardono wallet. The lesson here is simple.

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<v Speaker 1>Poor security still sinks projects. Even in twenty twenty six,

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<v Speaker 1>Cardono holders barely blinked with the token down just one percent,

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<v Speaker 1>but the list of failed apps keeps growing. Bear markets

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<v Speaker 1>are exactly where weak teams get exposed. If other Cardano

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<v Speaker 1>apps report similar wallet hacks this week, it's a major

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<v Speaker 1>security warning. If not, it's just an isolated mistake. All right,

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<v Speaker 1>Before we get into the risks, quick word from our sponsor. Okay,

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<v Speaker 1>we're back. Let's talk about what to watch for. First,

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<v Speaker 1>sentiment is still pretty fearful. The Fear and Greed index

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<v Speaker 1>sits at thirty three. It's up from twenty five, but

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<v Speaker 1>we're still in scared territory and retail investors aren't buying

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<v Speaker 1>the recent bounce. Second, liquidity is flat. Stable Coin supply

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<v Speaker 1>barely move less than one percent over the last day

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<v Speaker 1>and week. Without fresh cash coming in, it's hard to

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<v Speaker 1>sustain a big breakout. Third, the big picture, buyers are

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<v Speaker 1>being picky because they're there's less cash on the table

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<v Speaker 1>and fear is still high. That only changes if stable

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<v Speaker 1>coin supply jumps by a percent this week and the

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<v Speaker 1>Fear and Greed Index climbs above forty five. Looking ahead,

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<v Speaker 1>keep an eye on the FED. Oil staying above eighty

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<v Speaker 1>five dollars keeps inflation fears alive, so any comments from

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<v Speaker 1>the Fed will move Bitcoin. Next wash the BIS stable

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<v Speaker 1>coin scrutiny, a warning from the Bank for International Settlements

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<v Speaker 1>could preview new rules that limit how stable coins move

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<v Speaker 1>across borders. Then there's the DOJ Crypto forfeiture case. The

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<v Speaker 1>US is trying to seize twenty five million dollars in crypto,

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<v Speaker 1>and how that plays out shows how hard they're cracking

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<v Speaker 1>down on scams. Keep watching whether bitcoin holds sixty five

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<v Speaker 1>thousand dollars as oil stays high Since flat stable coin

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<v Speaker 1>supply will decide if this bear market bounce survives or fades.

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<v Speaker 1>If you're not subscribed to the podcast yet, hit that

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<v Speaker 1>subscribe button. It takes two seconds. This is educational content,

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<v Speaker 1>not investment advice. Always do your own research. I'm Alex.

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<v Speaker 1>See you next time.