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<v Speaker 1>Hey everyone, Ethereum just ripped nineteen percent and Bitcoin pushed

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<v Speaker 1>up eight percent today. But before you call it a

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<v Speaker 1>brand new bull run, take a closer look. This move

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<v Speaker 1>looks a lot more like a short squeeze and a

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<v Speaker 1>liquidity bounce than a full blown trend shift. I'm Alex,

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<v Speaker 1>and today we're breaking down what's actually moving the market,

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<v Speaker 1>why new money hasn't shown up yet, and the key

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<v Speaker 1>levels to track this week. Let's get into it, but

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<v Speaker 1>first a quick word from our sponsor. Okay, So here's

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<v Speaker 1>what's happening. Bitcoin jumped eight percent, trading around sixty nine

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<v Speaker 1>thousand dollars, while Ether surged nineteen percent to roughly twenty

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<v Speaker 1>two hundred. Treasury buybacks helped inject some life back into

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<v Speaker 1>risk assets, and leveraged short sellers got caught off guard.

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<v Speaker 1>Looking across the board, total crypto market cap gained about

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<v Speaker 1>eight percent, sitting at two point five trillion dollars defied

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<v Speaker 1>total value locked rose nearly six percent to around eight

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<v Speaker 1>billion dollars. But here's the caution flag. Stable coin supply

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<v Speaker 1>grew by less than one percent, hovering near three hundred

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<v Speaker 1>and eight billion dollars. Fresh capital just isn't rushing in yet. Meanwhile,

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<v Speaker 1>the Fear and Gred Index climbed five points to forty six,

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<v Speaker 1>which is still in fear territory. Traders are relieved, but

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<v Speaker 1>nobody is euphoric. Derivatives is the strongest narrative today, up

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<v Speaker 1>about twenty percent over seven days. Hyper Liquid is the

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<v Speaker 1>top coin in that sector, up about twenty seven percent

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<v Speaker 1>over seven days. Buyers are spread across sectors today, not

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<v Speaker 1>one corner over on the prediction market. Desk Our Signal

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<v Speaker 1>tracker recently flagged a set up on soccer matchup FC

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<v Speaker 1>argis Potesti. We took the no side and the market

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<v Speaker 1>settled our way for a seventy two percent gain on stake.

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<v Speaker 1>Prediction markets offer clear measurable edges across sports, politics, and

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<v Speaker 1>Macro Signal subscribers got this read ahead of Consensus Tokenmetrics

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<v Speaker 1>dot Com seven days free. Speaking of prediction markets, polymarket

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<v Speaker 1>traders put seventy percent odds on Bitcoin staying above sixty

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<v Speaker 1>eight thousand dollars through August twenty second, But when it

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<v Speaker 1>comes to Bitcoin reaching seventy four thousand dollars this week,

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<v Speaker 1>the odds collapse to just fourteen percent. The market is

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<v Speaker 1>pricing in a real bounce, but one with a tight ceiling.

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<v Speaker 1>Let's cover the five core stories on our radar today. First, Nethermind,

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<v Speaker 1>one of the top Ethereum client teams, decided to quit

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<v Speaker 1>Layer zero's verifier network and join chain Link. It's like

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<v Speaker 1>a fire inspector switching alarm companies because the first kept

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<v Speaker 1>crying wolf. If other verifiers follow suit over the next month,

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<v Speaker 1>Layer zero's dominance and cross chain bridging will face serious pressure. Second,

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<v Speaker 1>Jim Chinos is back calling for another short on strategy.

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<v Speaker 1>He argues there's still eighty billion dollar in arbitrage value

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<v Speaker 1>because strategies Bitcoin proxy model has diluted shareholders while lagging

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<v Speaker 1>spot Bitcoin. If strategy trades below its bitcoin equivalent net

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<v Speaker 1>asset value for five days, that premium trade might finally

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<v Speaker 1>be done. Third Base app rolled out perpetual trading powered

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<v Speaker 1>by hyper liquid, offering up to fifty x leverage straight

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<v Speaker 1>from coinbases consumer wallet that puts decentralized derivatives into everyday

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<v Speaker 1>user hands without an exchange middleman. Watch the volume over

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<v Speaker 1>the next two weeks to see if self custodial perps

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<v Speaker 1>can challenge major centralized venues. Fourth, the OCC is pushing

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<v Speaker 1>to finalize its Genius Act stable coin framework by November.

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<v Speaker 1>Clear federal rules could finally open the door for mainstream

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<v Speaker 1>banks to issue their own dollar back tokens if they

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<v Speaker 1>hit the November deadline. Expect bank pilots before your end.

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<v Speaker 1>Fifth Injective officially became an SEC Registered Transfer agent for tokenization.

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<v Speaker 1>That means a blockchain can legally manage securities record keeping

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<v Speaker 1>under US oversight. If more chains follow, real world asset

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<v Speaker 1>tokenization takes a massive step toward Wall Street adoption. All right,

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<v Speaker 1>before we get into the risks, quick word from our sponsor. Okay,

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<v Speaker 1>we're back. Let's talk about what to watch for Wrapping

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<v Speaker 1>up the risk map, Bitcoin is still down more than

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<v Speaker 1>forty percent from its all time high, and broader indicators

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<v Speaker 1>remain in bear market territory. The sudden rally looks fueled

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<v Speaker 1>by treasury liquidity and shortcovering rather than organic inflows. For

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<v Speaker 1>this to turn into a true trend reversal, we need

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<v Speaker 1>to see Bitcoin hold above sixty eight thousand dollars for

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<v Speaker 1>the week and total stable coin supply push passed three

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<v Speaker 1>hundred and ten billion dollars for key dates over the

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<v Speaker 1>next seven days. Keep your eyes on the August twenty first,

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<v Speaker 1>polymarket deadline traders give Bitcoin a seventy one percent chance

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<v Speaker 1>of holding above sixty eight thousand on that day and

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<v Speaker 1>sixty four percent odds through August twenty fifth. If those

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<v Speaker 1>levels break, it confirms that we cands are still running

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<v Speaker 1>the show. On the product front, we're continuously upgrading our

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<v Speaker 1>prediction market scanners, giving Signal members faster alerts on high

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<v Speaker 1>conviction polymarket resolutions. Make sure you check the Discord community

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<v Speaker 1>to catch the latest setups. If you got something out

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<v Speaker 1>of this, send it to a friend who's into crypto.

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<v Speaker 1>That's the best way to support us. This is educational content,

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<v Speaker 1>not investment advice. Always do your own research. I'm Alex,

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<v Speaker 1>See you next time.