Speaker 1: So here's the thing. Wall Street isn't just watching crypto anymore.
Speaker 1: They're actually building income from it, and that shift. It's
Speaker 1: about making money. It's about who gets to play, how
Speaker 1: the rules are changing, and what real returns look like.
Speaker 1: In practice, this is speculation. It's about what's actually happening,
Speaker 1: not just what people say might happen. But first, a
Speaker 1: quick word from our sponsor. Okay, so here's what's happening.
Speaker 1: The CFTC kept KALC running not because everything's settled, but
Speaker 1: because they don't want to break the system while they're
Speaker 1: still figuring out the rules. That pause. It's not hesitation.
Speaker 1: Bitcoin's hovering around sixty three thousand, down a bit Ethereum's
Speaker 1: dipped to about eighteen seventy five, Solana's holding steady near
Speaker 1: seventy six. The total market cap slipped a little, and
Speaker 1: the Fear and Greed index is at twenty nine. That's fear.
Speaker 1: Stable coins supply barely moved and defied total value locked
Speaker 1: didn't budge, So if price is bounced, it won't be
Speaker 1: because new money is coming in. It'll be from people
Speaker 1: already in the game. Shifting around derivatives is the strongest
Speaker 1: narrative today up only a little over seven days. Lighter
Speaker 1: is the top coin in that sector, up a few
Speaker 1: percent over seven days. The strength is concentrated, not broad.
Speaker 1: Solana's trading around seventy five point seven, up a few
Speaker 1: percent this week. The structure still looks like it could
Speaker 1: go higher, but momentums mixed. The first support is about
Speaker 1: four percent below price resistance about four percent above. Watch
Speaker 1: for follow through before trusting the move. The takeaway is
Speaker 1: don't jump in just because it's up. Wait for confirmation.
Speaker 1: Alpha subscribers got the full setup and risk levels for
Speaker 1: this in the monthly playbook. Tokenmetrics dot Com fourteen days
Speaker 1: free polymarkets pricing is sixty percent chance the SEC release
Speaker 1: pis its tokenized stock rules in the next two weeks.
Speaker 1: Another market sees a one in three chance inflation stays sticky.
Speaker 1: What would flip both a clear signal from the Fed
Speaker 1: on rate cuts. That's the missing piece and the one
Speaker 1: that could light the fuse. Goldman Sachs just closed a
Speaker 1: deal to buy oranj Bitcoin's NEOs for up to two
Speaker 1: point three billion dollars that includes a one billion dollar
Speaker 1: Bitcoin income ETF. This isn't just talk, it's real. They
Speaker 1: now own a ready made bitcoin fund that's yielding about
Speaker 1: twenty seven percent. Four months after filing a nearly identical
Speaker 1: product and never launching, they're finally closing the deal. Why
Speaker 1: this matters, Institutional appetite for crypto yield is no longer theory.
Speaker 1: It's happening. Fidelity filed to stake up to one hundred
Speaker 1: percent of its nine hundred million dollar Ethereum ETF. It'll
Speaker 1: pay quarterly cash to holders. Fidelity keeps eighty five percent
Speaker 1: of the rewards, sends the rest as cash. This is
Speaker 1: the mutual fund model colliding with staking. The takeaway is,
Speaker 1: if approved, every rival ETF will have to match or
Speaker 1: lose assets. Ethereum ETF stop being just price bets. They
Speaker 1: become cash flow products, and that's not a fantasy anymore.
Speaker 1: The sec cleared Franklin Templeton funds to hold their own
Speaker 1: tokenized money market fund regulators just said on chain treasuries
Speaker 1: are legit no enforcement action if funds park cash there.
Speaker 1: This is the quiet plumbing upgrade that lets traditional portfolios
Speaker 1: touch crypto without calling it crypto. You don't need to
Speaker 1: buy bitcoin to get exposure. You can do it through
Speaker 1: a regulated on chain fund Brazil's Araja Bitcoin is launching
Speaker 1: a DG eleven ETF. It'll be ninety five percent in
Speaker 1: strategies tokenized real estate fund shares. That's like ordering a
Speaker 1: burger via uber eats. Global investors want US listed crypto
Speaker 1: exposure without buying the ETF directly. Proxy plays are spreading fast,
Speaker 1: and they're not just for retail. The SEC is drafting
Speaker 1: formal rules for tokenized equities. After years of enforcement by
Speaker 1: whack a mole, they may finally write the playbook. Clear
Speaker 1: rules could unleash a wave of on chain equities or
Speaker 1: push builders off shore. This isn't about tech, It's about control.
Speaker 1: Who gets to decide what counts as a security? 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. Institutions
Speaker 1: are building, Retail is scared, Liquidity is flat. That's the setup,
Speaker 1: and it's about to explode if sentiment shifts. The split
Speaker 1: between institutional action and retail fear is the most dangerous
Speaker 1: imbalance in the market right now. One bad CPI print,
Speaker 1: one fed signal, and the whole thing could flip. Three
Speaker 1: things could flip the market this week a new chain,
Speaker 1: a court decision, and a FED signal. The one that
Speaker 1: matters most, the FED gnosis is launching ee Z the
Speaker 1: Ethereum Economic Zone in the next seven days. It's the
Speaker 1: first chain to adopt the vision. That signals a shift
Speaker 1: in Layer two alignment and could trigger capital rotation. The
Speaker 1: CFTC calsh NY lawsuit is still rolling. An emergency order
Speaker 1: keeps kl SHE open. A win for New York would
Speaker 1: rattle prediction markets like Polymarket and Wednesday's CPI print. July
Speaker 1: CPI looked mild, but underlying pressure remains. Rate cut bets
Speaker 1: hinge on this print the Fed's next move that's the
Speaker 1: real catalyst. For full details check the show notes. If
Speaker 1: you got something out of this, send it to a
Speaker 1: friend who's into crypto. That's the best way to support us.
Speaker 1: This is educational content, not investment advice. Always do your
Speaker 1: own research. I'm Alex, See you next time.