Speaker 1: Hey, it's Alex here, sitting down with you on July
Speaker 1: twenty eighth, twenty twenty six. By the end of this episode,
Speaker 1: you'll see why the big Treasury buyers going cash is
Speaker 1: the quiet story moving crypto right now. If you've been
Speaker 1: watching your portfolio slip and wondering who's still buying, today's
Speaker 1: read is for you. But first a quick word from
Speaker 1: our sponsor. Okay, so here's what's happening. Strategy paused bitcoin
Speaker 1: buys for five weeks. It raised about five hundred and
Speaker 1: forty five million dollars in stock sales. The Treasury pivot
Speaker 1: to cash is the story. Bitcoin is hovering around sixty
Speaker 1: three thousand dollars, down a couple percent on the day.
Speaker 1: That level is the line everyone's watching. Ethereum is sitting
Speaker 1: around one point nine thousand, also down a few percent.
Speaker 1: Solana is holding near seventy three dollars off a similar amount.
Speaker 1: Total market cap is about two point three trillion, down
Speaker 1: a few percent. Bitcoin dominance is roughly fifty six percent
Speaker 1: basically unchanged. DeFi value locked slipped to about seventy five billion,
Speaker 1: down around two percent. Stable coin supply is flat at
Speaker 1: about three hundred ten billion. The Fear and Greed Index
Speaker 1: is reading twenty nine out of one hundred, still firmly
Speaker 1: in fear territory. Derivatives is the strongest narrative today, down
Speaker 1: a few percent over seven days. That is a narrow rotation,
Speaker 1: not a market wide move. We had a polymarket signal
Speaker 1: on Bitcoin's range. The market asked if bitcoin would trade
Speaker 1: between sixty six and sixty eight thousand dollars on July
Speaker 1: twenty seventh. At signal time, the yes side was priced
Speaker 1: at eighty two percent. The read would have flipped if
Speaker 1: Spotted held that band into the deadline, but it broke lower.
Speaker 1: If you'd rather get these calls while they're still live
Speaker 1: instead of after they resolve, here's the trial. This is
Speaker 1: the kind of call. Token Metrics signal sends every week,
Speaker 1: seven days free at tokenmetrics dot com. Prediction markets are
Speaker 1: pricing calm. The question on polymarket is whether Bitcoin dips
Speaker 1: to sixty thousand dollars in July. The odds are about
Speaker 1: fifteen percent, so money sees low tail risk. That bet
Speaker 1: would flip if Bitcoin loses sixty three thousand before the
Speaker 1: FED meeting Wednesday. First up, hyper liquid Purpse tied to
Speaker 1: sk Heinex flash crash to nine hundred dollars. Why this matters.
Speaker 1: A single stock linked contract wiping out on an online
Speaker 1: marketplace shows how thin liquidity gets when volumes dry up.
Speaker 1: Think of it like a circuit breaker failing during a
Speaker 1: fire drill. On chain real users got liquidated while the
Speaker 1: book reset. If similar gaps show up on Ethereum or
Speaker 1: Salona pairs within forty eight hours, treat it as broad stress.
Speaker 1: If nothing repeats, it was just isolated noise. Next, one
Speaker 1: Inch launched its Aqua Liquidity protocol across thirteen chains. Shared
Speaker 1: Liquidity is the app answer to fragmented funding pulls, which
Speaker 1: means it's like one gas tank for thirteen cars. If
Speaker 1: it works, slippage drops and aggregators get stronger. If not,
Speaker 1: it's another cross chain bridge risk surface watch. If Aqua's
Speaker 1: total value locked crosses one billion dollars in thirty days,
Speaker 1: that starts the cross chain exchange era. If it stalls
Speaker 1: below one hundred million, chain stay siloed. Then lee Do
Speaker 1: rolled out its biggest core upgrade since Fee two, aiming
Speaker 1: to cut the Ethereum validator count by one third. This
Speaker 1: upgrade tightens le Do's grip on staking Fewer validators with
Speaker 1: bigger stakes means more capital efficiency, but it also raises
Speaker 1: centralization risk. The takeaway is simple, a leaner machine with
Speaker 1: single points of failure. If the validator count drops more
Speaker 1: than twenty percent next month without slashing incidents, the upgrade works.
Speaker 1: If client diversity falls. Risk rises after that. Onto unveiled
Speaker 1: its network, shifting from a planned layer one to an
Speaker 1: off chain execution model. Digitized treasuries need speed more than decentralization. Theater.
Speaker 1: Moving execution off chain is like settling stocks in a
Speaker 1: dark pool with a blockchain receipt. It's pragmatic, but purists
Speaker 1: will hate it. If institutional value locked on Ondo passes
Speaker 1: two billion dollars in ninety days off chain, real world
Speaker 1: assets win. If regulators flag it, the pivot backfires. Finally,
Speaker 1: Apple kept a fake bitcoin wallet after about one point
Speaker 1: eight million dollars was stolen. A lawsuit alleges app store
Speaker 1: safety is still the wild West for crypto newcomers. A
Speaker 1: trillion dollar gatekeeper ignoring scam apps is the easiest attack
Speaker 1: vector in the space. Not your keys, not your coins,
Speaker 1: not even your app store. If the lawsuit forces app
Speaker 1: store crypto vetting within six months, retail gets safer if
Speaker 1: Apple wins, fake wallets stay all right. Before we get
Speaker 1: into the risks, quick word from our sponsor. Okay, we're back.
Speaker 1: Let's talk about what to watch for. First, sentiment is
Speaker 1: stuck in fear. The Fear in Greed Index is reading
Speaker 1: twenty nine out of one hundred, while Bitcoin holds around
Speaker 1: sixty three thousand dollars. Buyers are absent, not capitulating. Second,
Speaker 1: liquidity is thinning, Defive value LOCKED is down about two percent,
Speaker 1: and stable coin supply is flat, leaving less cash reserves
Speaker 1: for bids. Third, PERP fragility is a wild card. The
Speaker 1: hyper liquid flash crash shows single asset perps can gap hard,
Speaker 1: hurting leveraged books. Finally, the read is that treasury buyers
Speaker 1: like Strategy are going cash and retail sentiment is fearful,
Speaker 1: so dips lack fresh demand. That changes if Bitcoin holds
Speaker 1: sixty three thousand into fedweek and stable coin supply turns up. First,
Speaker 1: the FED press release lands Wednesday. This week FED commentary
Speaker 1: sets the risk tone, and Bitcoin near sixty three thousand
Speaker 1: is the line to watch. Second, the Senate Clarity Act
Speaker 1: delay is expected in the next seven days. Regulatory clarity
Speaker 1: got pushed behind funding votes, so alt coin rallies lack
Speaker 1: a catalyst. If you got something out of this, send
Speaker 1: it to a friend who's into crypto. That's the best
Speaker 1: way to support us. This is educational content, not investment advice.
Speaker 1: Always do your own research. I'm Alex, See you next time.