Speaker 1: Hey, it's Alex July twenty four, twenty twenty six. By
Speaker 1: the end of this episode, you'll see why the meme
Speaker 1: coin craze just died and what the big options bet
Speaker 1: on bitcoin really means. Quick thought for you if you've
Speaker 1: been wondering where the retail euphoria went, today's data gives
Speaker 1: a clear answer. But first a quick word from our sponsor. Okay,
Speaker 1: so here's what's happening. The EU just hit Russia with
Speaker 1: a massive one hundred and twenty billion dollar crypto sanctions package.
Speaker 1: Exchanges handling those flows now faced direct compliance pressure from Brussels.
Speaker 1: If you process crypto payments, you'll need to tighten up
Speaker 1: your rules. Fast markets were pretty quiet today. Bitcoin hung
Speaker 1: around sixty five thousand, while the total market cap dipped
Speaker 1: about one percent. The Fear and Greed Index sat at
Speaker 1: twenty eight, which puts US firmly in fear territory. Traders
Speaker 1: are cautious but not panicked. Infrastructure is the strongest narrative today,
Speaker 1: down a few percent over seven days. Unibase is the
Speaker 1: top coin in that sector, up about twenty five percent
Speaker 1: over seven days. One sector leads while the rest sits still.
Speaker 1: The prediction market is asking if Bitcoin will close above
Speaker 1: sixty six thousand today write only about five percent of
Speaker 1: the money says yes. That read would flip only if
Speaker 1: Bitcoin suddenly jumps above that level before the deadline. If
Speaker 1: you want alerts like this with the setup, risk and
Speaker 1: exit plan delivered as they happen, start a seven day
Speaker 1: free trial of token metrics Signal at tokenmetrics dot com.
Speaker 1: Top meme categories are down three to five percent this week.
Speaker 1: The takeaway is simple. The narrative lost its biggest buyers
Speaker 1: because big funds are shifting toward regulated funds instead of
Speaker 1: speculative dog coins, which means retail hype is losing its fuel.
Speaker 1: If meme tokens keep bleeding while Bitcoin options grow, the
Speaker 1: rotation is real. If Bitcoin holds above sixty five thousand
Speaker 1: into a spiry, that bet pays off. Why this matters,
Speaker 1: A massive five billion dollar block of Bitcoin options has
Speaker 1: clustered around a single price point, showing someone is placing
Speaker 1: a big bet that Bitcoin stays supported. It's like a
Speaker 1: whale parking a yacht in one slip. Very deliberate, but
Speaker 1: in a bear market, it could just be a hedge
Speaker 1: if it slips below sixty two thousand, Those positions sour fast.
Speaker 1: If a sale completes soon, expect tighter prices from the buyer,
Speaker 1: which means liquidity providers are consolidating. And when a top
Speaker 1: market maker shops itself, it usually signals that profit margins
Speaker 1: are getting squeezed. Fewer trading desks means you'll likely pay
Speaker 1: more to move your money if talks die, B two
Speaker 1: C two's liquidity could shrink. If bitcoin holds sixty five
Speaker 1: thousand while oil hits one hundred, it's moving on its own.
Speaker 1: The old macrolink seems to have broken, which means Bitcoin
Speaker 1: is showing relative strength instead of reacting to energy prices.
Speaker 1: That's either calm before a storm or just new indifference.
Speaker 1: If it drops with oil, the old correlation returns. If
Speaker 1: the act advances in committee by August, expect more big
Speaker 1: banks to offer safe storage for crypto. Wall Street's Smartest
Speaker 1: Money wants clear crypto rules, which means the regulatory uncertainty
Speaker 1: for institutions is finally easing. That structural progress not just hype.
Speaker 1: All right, before we get into the risks, quick word
Speaker 1: from our sponsor. Okay, we're back. Let's talk about what
Speaker 1: to watch for. First sentiment is stuck in fear. Fear
Speaker 1: and greed sits at twenty eight in fear, down a
Speaker 1: few points in a day. Traders are cautious but not panicked. Second,
Speaker 1: liquidity is flat stable coins supply barely moved up less
Speaker 1: than one percent in a day and down slightly over
Speaker 1: the week, so there's no fresh fuel. Third regulatory risk.
Speaker 1: The EUS one hundred and twenty billion dollar crypto zh
Speaker 1: sanction pack raises compliance risk for exchanges. Finally, the big
Speaker 1: picture buyers are picky because sentiment is fear and meme
Speaker 1: coin hype is dead. That flips if Bitcoin holds sixty
Speaker 1: five thousand, and the big options bet shows real institutional bids. First,
Speaker 1: watch the EU sanctions follow through. Brussels hit Russia with
Speaker 1: a massive new sanctions package targeting one hundred and twenty
Speaker 1: billion dollars in crypto network flows. Exchanges processing those flows
Speaker 1: now face direct compliance risk, which could trigger liquidity withdrawals
Speaker 1: or delistings. The thread connecting today's risks is regulatory pressure
Speaker 1: meeting thin liquidity, and the one thing to watch is
Speaker 1: whether Bitcoin holds sixty five thousand into the options expiry.
Speaker 1: If you got something out of this, send it to
Speaker 1: a friend who's into crypto. That's the best way to
Speaker 1: support us. This is educational content, not investment advice. Plays
Speaker 1: do your own research. I'm Alex, see you next time.