Speaker 1: Hey, it's Alex with the Token Metrics Daily Pulse for
Speaker 1: May seventeenth, twenty twenty six. Japan just opened the floodgates
Speaker 1: for millions of new investors. Strategy just blinked on its
Speaker 1: never sell promise, and while the charts look quiet, the
Speaker 1: infrastructure layers are actually on fire. Let's get into it,
Speaker 1: but first a quick word from our sponsor. Okay, So
Speaker 1: here's what's happening. The big news out of Asia SBI
Speaker 1: and Rakatin are launching crypto investment trusts for regular people.
Speaker 1: Now More is right behind them. This means millions of
Speaker 1: Japanese retail investors are about to get easy access to
Speaker 1: crypto through their normal brokerage accounts. The takeaway is that
Speaker 1: big finance isn't just coming, it's already moved in and
Speaker 1: it's bringing the masses with it. Looking at the prices,
Speaker 1: Bitcoin is hanging out around seventy eight thousand, basically flat.
Speaker 1: Ethereum and Solana are up just a tiny bit less
Speaker 1: than one percent. The total market is sitting at about
Speaker 1: two point seven trillion dollars. Even though prices are steady,
Speaker 1: the vibe is heavy. The Fear and Greed Index drop
Speaker 1: to twenty seven. That's deep in the fear zone, which
Speaker 1: means investors are feeling pretty nervous right now despite the
Speaker 1: sideways trading. But here's where it gets interesting. The data
Speaker 1: behind the scenes is telling a different story. Analytics tokens
Speaker 1: jumped about one hundred and fifty percent this week, Digital
Speaker 1: ida and data availability projects are up around forty percent.
Speaker 1: These are the plumbing of the crypto world. Why this
Speaker 1: matters is that even when people aren't trading the big coins,
Speaker 1: the smart money is betting on the tools that make
Speaker 1: the whole system work. There is one macro asset you
Speaker 1: need to watch. Oil. It's up about four percent this week.
Speaker 1: Why does oil matter for your crypto portfolio. Well, oil
Speaker 1: is a massive signal for inflation. When it moves like this,
Speaker 1: it usually means the market is worried about growth or supply,
Speaker 1: which eventually hits interest rates and how much cash is
Speaker 1: flowing into risky assets like bitcoin. This is the tip
Speaker 1: of the ice ber. The full macro regime read is
Speaker 1: in the monthly playbook fourteen days free at tokenmetrics dot com.
Speaker 1: In the news, the Clarity Act just passed the major
Speaker 1: Senate committee vote. This is a big step toward finally
Speaker 1: having clear rules for what is a commodity and what
Speaker 1: is a security. But don't pop the champagne yet. It
Speaker 1: still has to face the full Senate, and there's a
Speaker 1: lot of political fighting ahead over the fine print. Meanwhile,
Speaker 1: Lombard Finance just moved to billion dollars in bitcoin assets
Speaker 1: away from Layer zero over to chain Link. They're worried
Speaker 1: about security, and when a billion dollars moves because of
Speaker 1: safety concerns, other big players start asking questions too. Then
Speaker 1: we have Strategy, the company formerly known as micro Strategy.
Speaker 1: For the first time ever, they're talking about potentially selling
Speaker 1: some bitcoin to buy back bonds. Michael Saylor's whole brand
Speaker 1: was never sell so this shift in language is a
Speaker 1: big deal. If they stop being the ultimate diamond hands example,
Speaker 1: it could change how big institutions view the stock. Also,
Speaker 1: Italy's biggest bank more than doubled its crypto holdings to
Speaker 1: over two hundred million dollars last quarter, so the European
Speaker 1: banks are definitely still buying the dip. All right, before
Speaker 1: we get into the risks, quick word from our sponsor. Okay,
Speaker 1: we're back. Let's talk about what to watch for. What
Speaker 1: should you be watching out for first, that sticky fear.
Speaker 1: When everyone is this nervous, even good news gets ignored. Second,
Speaker 1: we're seeing money leave the layer two networks, the faster
Speaker 1: lanes built on top of ethereum. If that money doesn't
Speaker 1: move to other chains and just leaves the ecosystem, it's
Speaker 1: a sign of a broader pullback. And finally, that strategy news.
Speaker 1: If the market thinks the biggest bitcoin whale is getting
Speaker 1: ready to sell, it could break the never sell narrative
Speaker 1: that has supported the price for years. Keep an eye
Speaker 1: on the next seven days for strategies bond buy back.
Speaker 1: If they finish that without selling any bitcoin, the market
Speaker 1: will probably breathe a sigh of relief. But if we
Speaker 1: see them actually moving coins to fund it, expect some
Speaker 1: volatility as big investors rethink their positions. If you've got
Speaker 1: something out of this, send it to a friend who's
Speaker 1: into crypto. That's the best way to support us. This
Speaker 1: is educational content, not investment advice. Always do your own research.
Speaker 1: I'm Alex, See you next time.