Speaker 1: So here's what's happening with Bitcoin. It's not just holding
Speaker 1: around sixty five thousand dollars by chance. Real companies are
Speaker 1: quietly buying and keeping it, and the next big move
Speaker 1: it might come down to one vote in Congress. This
Speaker 1: isn't hype. It's a shift in how big players see crypto.
Speaker 1: If you're not paying attention to where the coins are going,
Speaker 1: you might be missing the real story. And that's what
Speaker 1: we're diving into today. But first, a quick word from
Speaker 1: our sponsor. Okay, So here's what's happening. Bitcoin staying put
Speaker 1: around sixty five thousand dollars. Ethereum's up a few percent
Speaker 1: to about nineteen twenty. Solana's hovering near seventy total market
Speaker 1: caps around two point two trillion. Bitcoin's still dominating at
Speaker 1: about fifty nine percent, so the big coins are still
Speaker 1: in control. Defi's total value locked is up a bit
Speaker 1: now around seventy six billion. Stable coins supply dipped a little,
Speaker 1: not much so, no big flood of new cash, and
Speaker 1: the Fear and Greed Index is sitting at thirty, still
Speaker 1: in the fear zone. The market's not panicking, but it's
Speaker 1: not rushing in either. It's just waiting right. Three things
Speaker 1: are shaping the market. First, the Senate's vote on the
Speaker 1: Clarity Act, set for September fifteenth. It's not a sure thing,
Speaker 1: but if it passes, it could finally give crypto a
Speaker 1: clearer regulatory path in the US. That'd ease a lot
Speaker 1: of uncertainty. If it doesn't pass, the legal fog stays thick. Second,
Speaker 1: the USCPI inflation number this week. Markets are betting on
Speaker 1: a pause in rate hikes, but if the print comes
Speaker 1: in hotter than expected, that could flip the script fast.
Speaker 1: And Third, and this one's real, A Swedish firm called
Speaker 1: H one hundred just bought over twenty four hundred and
Speaker 1: fifty bitcoin in one go. That's tripled their holdings. They're
Speaker 1: now sitting on about three thousand, five hundred bitcoin, making
Speaker 1: them Europe's second largest corporate treasury. These aren't paper promises,
Speaker 1: these are actual coins moving out of exchange wallets. That
Speaker 1: means less supply on the market. That's a quiet but
Speaker 1: meaningful shift. The real question will they add more before
Speaker 1: their next earnings report. If yes, others might follow. If not,
Speaker 1: the momentum could slow. So the market's not acting on hype.
Speaker 1: It's watching for signals like this vote, the CPI print,
Speaker 1: and real money moving The big test can Bitcoin hold
Speaker 1: its ground through both. If it does, the comm might last.
Speaker 1: If not, we could see a quick pullback. The biggest
Speaker 1: catalyst is the Clarity Act vote on September fifteenth. A
Speaker 1: win would clear up a lot of regulatory uncertainty, a
Speaker 1: loss more waiting. Then there's bitmechs. They're removing five less
Speaker 1: traded spot pairs on August fourteenth. Not a big deal
Speaker 1: for most, but if you're holding any of those tokens,
Speaker 1: it's worth checking. And finally, the USCPI reading this week.
Speaker 1: That's the next real test of whether the market's colm
Speaker 1: is holding. The hotter number could send things into risk
Speaker 1: off mode fast. We've been tracking institutional flows and they're
Speaker 1: still strong, even in a sideways market. That's a sign
Speaker 1: of long term confidence. And on the security side, a
Speaker 1: recent red Team exercise look through over one hundred repos
Speaker 1: and found a dozen issues. It's a reminder that AI
Speaker 1: is now a key part of how we oughtit code.
Speaker 1: We walk through the findings in the playbook link in
Speaker 1: the show notes. For those of you who are serious
Speaker 1: about your portfolio, token metrics Roundtable gives you private AI
Speaker 1: portfolio reviews, live monthly discussions, and everything in our alpha plan.
Speaker 1: Head to tokenmetrics dot com to see if it's a fit.
Speaker 1: This is an investment advice, just educational content. See you
Speaker 1: next time.