Speaker 1: Hey, Alex here, it's July twenty fifth, twenty twenty six.
Speaker 1: By the end of this chat, you'll get a clear
Speaker 1: picture of why big institutional money is sitting on its
Speaker 1: hands while retail traders are diving into real world assets.
Speaker 1: If you've been busy this week, no worries. I'll get
Speaker 1: you straight to the point. But first a quick word
Speaker 1: from our sponsor. Okay, So here's what's happening. Robin Hood
Speaker 1: Chain's real world assets jumped fivefold this week as token
Speaker 1: ised stocks finally went live. That's a massive surge and
Speaker 1: actual adoption, not just hype. Even in this bear market,
Speaker 1: people are still experimenting and building markets were pretty quiet today.
Speaker 1: Bitcoin held steady around sixty four thousand dollars as the
Speaker 1: bear market just keeps grinding along. Etherium and Salona both
Speaker 1: dipped less than two percent. The total market cab stayed
Speaker 1: right around two point three trillion dollars, stable coin supply
Speaker 1: crept up to about three hundred and ten billion, and
Speaker 1: the Fear and Greed Index is sitting at twy twenty seven.
Speaker 1: So the crowd is cautious but definitely not panicking. Zero
Speaker 1: knowledge is the strongest narrative today down only a little
Speaker 1: over seven days. Humanity is the top coin in that sector,
Speaker 1: up a few percent over seven days. That is a
Speaker 1: narrow rotation, not a market wide move. We asked if
Speaker 1: bitcoin would trade between sixty two and sixty four thousand
Speaker 1: dollars on July sixteenth. The market priced a seventy seven
Speaker 1: percent chance of yes. The read would have flipped if
Speaker 1: bitcoin had held that range into the date, but it
Speaker 1: broke lower and are no call on If you want
Speaker 1: alerts like this in real time instead of hearing about
Speaker 1: them after the fact, here's the path. This is the
Speaker 1: kind of call. Token Metrics signal sends every week seven
Speaker 1: days free at tokenmetrics dot com. Ethereum ETFs closed the
Speaker 1: week in the red, ending a five day inflow streak.
Speaker 1: Institutional demand for Ethereum just hit a wall. Think of
Speaker 1: bit like a gym membership canceled after the free trial.
Speaker 1: There's interest, but no real commitment yet. In this bear market,
Speaker 1: flows are basically the only thing keeping alt sentiment alive,
Speaker 1: and this gap really shows institutions playing it safe while
Speaker 1: retail experiments with real world assets on robin Hood chain.
Speaker 1: If Ethereum etfc outflows again next week, while bitcoin holds
Speaker 1: risk appetite is definitely shrinking, but if inflows resume, the
Speaker 1: streak was just a quick pause. The White House just
Speaker 1: told Senate Democrats to accept a negotiated win on Trump
Speaker 1: era crypto limits. Regulatory clarity is getting closer, but it's
Speaker 1: a back and forth victory. Washington basically admitted the battle
Speaker 1: over crypto oversite is partly settled. That removes one major
Speaker 1: overhang for institutions, even if the fine print stays messy
Speaker 1: while alt projects keep building real world utility. The takeaway
Speaker 1: is pretty straightforward. If the Senate formalizes the limits before
Speaker 1: our recess, exchanges finally get some legal footing. If it stalls,
Speaker 1: the ambiguity tax stays. Sam Altman backed World Network raised
Speaker 1: fifty three million dollars to fight AI deep fakes. Proof
Speaker 1: of Humanity is quickly becoming a funding darlik as aislot
Speaker 1: floods the web. Cryptoidentity rails are getting actual utility. This
Speaker 1: is the complete opposite of a meme coin. It's an
Speaker 1: actual problem with actual users. It shows exactly where retail
Speaker 1: money is flowing while institutions wait for clearer macro signals.
Speaker 1: If worldships verified human accounts at scale this quarter, identity
Speaker 1: tokens will gain a serious narrative. If not, it's just
Speaker 1: another sci fi raise strategy. The company, led by Michael Sailor,
Speaker 1: overhauled how it reports its Bitcoin holdings as the bear
Speaker 1: market persists. When the biggest corporate Bitcoin holder changes its scoreboard,
Speaker 1: you should read it as survival mode. They're adjusting metrics
Speaker 1: because the game just got Hardertics matter in a prolonged downturn,
Speaker 1: reflecting broader institutional caution as capital rotates toward unproven out narratives.
Speaker 1: If strategy keeps buying despite the metric changes, conviction is real.
Speaker 1: If they pause, the bare thesis definitely strengthens. Dango's perpetual
Speaker 1: futures exchange shut down just four months after launch another
Speaker 1: defied derivative's graveyard. Building a Purp's venue is easy, but
Speaker 1: keeping liquidity is brutally hard. Traders fled to established desks,
Speaker 1: leaving the new platform with empty order books. This highlights
Speaker 1: the brutal reality of alt experimentation. Innovation outpaces liquidity in
Speaker 1: a cautious market, contrasting sharply with steady real world asset
Speaker 1: adoption on chains like Robinhood. If other small purp DEXes
Speaker 1: show the same exit consolidation will accelerate if one survives.
Speaker 1: The model isn't dead all right. Before we get into
Speaker 1: the risks, quick word from our sponsor. Okay, we're beec
Speaker 1: Let's talk about what to watch for. Sentiment is stuck
Speaker 1: in fear right now. The Fear and Greed index sits
Speaker 1: at twenty seven, so crowds are cautious but not capitulating,
Speaker 1: which means any bounces will likely lack conviction. At the
Speaker 1: same time, liquidity is migrating. Defied total value Locked dipped
Speaker 1: less than one percent in a day, while Layer zero
Speaker 1: chains dropped twenty nine percent this week. Capital is rotating,
Speaker 1: not growing. Put it all together and you get a
Speaker 1: synthesis where buyers are hesitant because sentiment is weak and
Speaker 1: liquidity rotates out of riskier chains. That changes if stable
Speaker 1: coin supply keeps rising and Bitcoin holds above sixty four
Speaker 1: thousand dollars for three days the FED rate pass signal
Speaker 1: arrives between July twenty sixth and thirtieth. Polymarket gives sixty
Speaker 1: percent odds of a pause pause cut, and a dubvish
Speaker 1: signal could ease crypto liquidity. Then there's the ethereum ETF
Speaker 1: flows this week ahead after the streak ended, Renewed inflows
Speaker 1: would signal an institutional return, while further outflows confirm the bear. Finally,
Speaker 1: keep an eye on the Clarity Act passage watch. By Friday,
Speaker 1: Galaxy cut odds to thirty percent and a mist vote
Speaker 1: leaves us rules in limbo. The main risk is bear
Speaker 1: market caution with weak sentiment, and the top thing to
Speaker 1: watch is whether Robinhood Chain real world asset growth continues
Speaker 1: alongside rising stable coin supply and Clarity Act progress. For
Speaker 1: those of you who are serious about your portfolio, Token
Speaker 1: Metrics Roundtable gives you private AI portfolio reviews, live monthly discussions,
Speaker 1: and everything in our alpha plan. Head to tokenmetrics dot
Speaker 1: com to see if it's a fit. This is educational content,
Speaker 1: not investment advice. Always do your own research. I'm Alex,
Speaker 1: see you next time.