Speaker 1: Hey, it's Alex here, sitting down with you on July
Speaker 1: twenty second, twenty twenty six. If you've been away from
Speaker 1: the markets for a day, think of this as our
Speaker 1: coffee ketchup. We've got a new Washington ethics rule, a
Speaker 1: jump in oil prices, and some big moves in tokenized stocks.
Speaker 1: By the end of this chat, you'll know exactly how
Speaker 1: they're tugging crypto in opposite directions and what it means
Speaker 1: for your portfolio today. But first, a quick word from
Speaker 1: our sponsor. Okay, So here's what's happening. Bitcoin slips to
Speaker 1: sixty six thousand dollars on an oil spike, a Trump
Speaker 1: backed ethics rule lands on the Department of Justice, and
Speaker 1: Kraken is expanding tokenized stocks across three major markets. Markets
Speaker 1: were pretty quiet today. Bitcoin held near sixty six thousand
Speaker 1: dollars and the other majors barely moved. We're seeing a
Speaker 1: bit of a tug of war between inflation worries and
Speaker 1: steady trading volumes. Derivatives is the strongest narrative today, down
Speaker 1: a few over twenty four hours. It is a mixed
Speaker 1: selective picture. Bitcoin is trading near sixty six thousand dollars,
Speaker 1: and the broader structure is still leaning higher. It rows
Speaker 1: about one and a half percent over the last seven days.
Speaker 1: From here, the first support sits about eight percent below
Speaker 1: price and the first resistance about four percent above. Momentum
Speaker 1: is mixed, so watch for follow through before trusting the move.
Speaker 1: If you want the exact levels and the line that
Speaker 1: invalidates this, read we walk through all of it in
Speaker 1: the monthly playbook. This is teaser territory. The full chart,
Speaker 1: levels and scenarios are in the Monthly Playbook, fourteen days
Speaker 1: free at tokenmetrics dot com. Let's start with Washington. A
Speaker 1: new ethics rule backed by Trump puts the Department of
Speaker 1: Justice in charge of crypto oversight and stops federal officials
Speaker 1: from launching their own tokens. Why this matters. If politicians
Speaker 1: can't mint their own coins, the quick cash grab on
Speaker 1: polytical meme coins drops. The takeaway is that the government
Speaker 1: wants a clean house before crypto goes mainstream. If this
Speaker 1: rule hits the Senate floor this week, exchanges get a
Speaker 1: huge sigh of relief. If it stalls, expects surprise crackdowns next.
Speaker 1: Bitcoin pulled back from a one month high because oil
Speaker 1: jumped past eighty five dollars, which means inflation fears are
Speaker 1: back on the table. When energy costs spike, the Federal
Speaker 1: Reserve tends to keep interest rates high, and that makes
Speaker 1: risk assets like crypto flinch. Bitcoin's recent bounds to sixty
Speaker 1: six thousand looked like a fresh start, but it was
Speaker 1: really just a temporary pause and a longer down trend.
Speaker 1: If Bitcoin holds above sixty five thousand while oil stays high,
Speaker 1: we're looking at sticky inflation but resilient crypto. If it
Speaker 1: drops below sixty five thousand, the bear market trend takes
Speaker 1: over again Over in Asia and Europe. Kraken's parent company
Speaker 1: is rolling out tokenized stocks in Hong Kong, the UK,
Speaker 1: and South Korea. The takeaway is that this isn't just
Speaker 1: a US experiment anymore. We're seeing blockchain technology handle traditional
Speaker 1: stock ownership, which means faster trades and lower fees for everyone.
Speaker 1: If trading volume on these digital shares hits a weekly record,
Speaker 1: traditional brokers will feel real pressure. If it stays quiet,
Speaker 1: it's just a test run. Then there's the Midnight token,
Speaker 1: which bounce back nineteen percent after a major bridge hack,
Speaker 1: which means the market is betting on a fix rather
Speaker 1: than a total collapse. Charles Hoskinson is pushing for a
Speaker 1: zero knowledge upgrade, which is basically a way to verify
Speaker 1: transactions without exposing sensitive data. Think of it as rebuilding
Speaker 1: a digital bridge with stronger steel. If Midnight holds its
Speaker 1: gains while they roll out this upgrade, trust will come
Speaker 1: back if another security issue pops up. This rebound was
Speaker 1: just short term speculation. Finally, a small project called Second
Speaker 1: five is shutting down after a two point four million
Speaker 1: dollar theft from a Cardono wallet. The lesson here is simple.
Speaker 1: Poor security still sinks projects. Even in twenty twenty six,
Speaker 1: Cardono holders barely blinked with the token down just one percent,
Speaker 1: but the list of failed apps keeps growing. Bear markets
Speaker 1: are exactly where weak teams get exposed. If other Cardano
Speaker 1: apps report similar wallet hacks this week, it's a major
Speaker 1: security warning. If not, it's just an isolated mistake. All right,
Speaker 1: Before we get into the risks, quick word from our sponsor. Okay,
Speaker 1: we're back. Let's talk about what to watch for. First,
Speaker 1: sentiment is still pretty fearful. The Fear and Greed index
Speaker 1: sits at thirty three. It's up from twenty five, but
Speaker 1: we're still in scared territory and retail investors aren't buying
Speaker 1: the recent bounce. Second, liquidity is flat. Stable Coin supply
Speaker 1: barely move less than one percent over the last day
Speaker 1: and week. Without fresh cash coming in, it's hard to
Speaker 1: sustain a big breakout. Third, the big picture, buyers are
Speaker 1: being picky because they're there's less cash on the table
Speaker 1: and fear is still high. That only changes if stable
Speaker 1: coin supply jumps by a percent this week and the
Speaker 1: Fear and Greed Index climbs above forty five. Looking ahead,
Speaker 1: keep an eye on the FED. Oil staying above eighty
Speaker 1: five dollars keeps inflation fears alive, so any comments from
Speaker 1: the Fed will move Bitcoin. Next wash the BIS stable
Speaker 1: coin scrutiny, a warning from the Bank for International Settlements
Speaker 1: could preview new rules that limit how stable coins move
Speaker 1: across borders. Then there's the DOJ Crypto forfeiture case. The
Speaker 1: US is trying to seize twenty five million dollars in crypto,
Speaker 1: and how that plays out shows how hard they're cracking
Speaker 1: down on scams. Keep watching whether bitcoin holds sixty five
Speaker 1: thousand dollars as oil stays high Since flat stable coin
Speaker 1: supply will decide if this bear market bounce survives or fades.
Speaker 1: If you're not subscribed to the podcast yet, hit that
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Speaker 1: not investment advice. Always do your own research. I'm Alex.
Speaker 1: See you next time.