Speaker 1: Hey, it's Alex. It's Monday, July twentieth, twenty twenty six.
Speaker 1: Today's market feels like a low trust bounce held together
Speaker 1: by thin liquidity. Two things could snap it, crosschain fragility
Speaker 1: or a sudden volatility spike. Quick gut check if you've
Speaker 1: been ignoring crosschain risk because nothing broke for a while.
Speaker 1: This is the week that excuse runs out. But first,
Speaker 1: a quick word from our sponsor. Okay, so here's what's happening.
Speaker 1: And here's the thing. All Bridge just froze everything after
Speaker 1: a one point seven million dollar flash loan exploit. A
Speaker 1: key Bitcoin volatility gauge is flashing of Valmageddon. Morning sentiments
Speaker 1: stuck at twenty nine, which is fear bridges are crypto's
Speaker 1: weakest link, wearing a trust me badge. This is the
Speaker 1: third crosschain halt this cycle. The market's holding its breath
Speaker 1: before a sneeze, which means we're one shock away from
Speaker 1: a real move. Markets are sleeping, but that's the calm
Speaker 1: before the cross chain storm. Bitcoin and Ethereum are flatlining
Speaker 1: near about sixty five K and about one point nine k,
Speaker 1: which means buyers are sitting on their hands while bridges
Speaker 1: bleed trust. Solana's hovering around seventy seven total market caps
Speaker 1: about two point three trillion, basically flat, DeFi value locked
Speaker 1: slip to hair stable. Coin supply grew a bit. Fear
Speaker 1: in Greeds at twenty nine. Still fear in this bear market.
Speaker 1: That reading means bounces, lack conviction, the volatility gauge going quiet.
Speaker 1: That's the real tell. When it stays pinned this long,
Speaker 1: the next move tends to be sharp in either direction.
Speaker 1: Quantum resistant is the strongest narrative today, down only a
Speaker 1: little over seven days. Z cash is the top coin
Speaker 1: in that sector, up a few percent over seven days.
Speaker 1: Some sectors are heating up while others cool Ethereum led
Speaker 1: the majors this week, up about seven percent to about
Speaker 1: one point nine K. The structure still leans higher, but
Speaker 1: momentums mixed. First support sits about twelve percent below resistance
Speaker 1: about seven percent above. The crypto reads cautious watch for
Speaker 1: follow through before trusting the move. If you want the
Speaker 1: exact levels and the line that invalidates this read, we
Speaker 1: walk through all of it in the monthly playbook. Alpha
Speaker 1: subscribers got the full setup and risk levels for this
Speaker 1: in the Monthly playbook tokenmetrics dot Com fourteen days free,
Speaker 1: all Bridge paused. Everything after that one point seven million
Speaker 1: dollars exploit funds moving between chains rely on code that
Speaker 1: breaks on contact. If bridges keep freezing, the Omnichain story
Speaker 1: stays a demo, not infrastructure. Watch. If all Bridge stays
Speaker 1: paused past forty eight hours with no recovery plan, treat
Speaker 1: cross chain value locked as at risk. A bitcoin vall
Speaker 1: indicator suggests of all mcgeddon may be brewing. In this
Speaker 1: bear market, traders are positioned for nothing, so anything can
Speaker 1: hit hard. If short term price wings suddenly jump above
Speaker 1: the recent average, expect a violent move. Hyper Liquid plans
Speaker 1: decentralized prediction markets via its Hip four upgrade. Prediction markets
Speaker 1: are the one crypto product normies get. Opening this on
Speaker 1: chain and permissionless means polymarkets. Walled garden has a defied neighbor.
Speaker 1: The big thing to watch is whether this new build
Speaker 1: brings real liquidity or just debris. Grayscale plans regular cash
Speaker 1: payouts from Ethereum and Solana staking rewards to holders. This
Speaker 1: turns a static holding into a yield bearing receipt without
Speaker 1: the tax headache of manual claiming. It's the trad five
Speaker 1: version of staking, same exposure, less friction. If the SEC
Speaker 1: signs off and payouts start within sixty days, discounts to
Speaker 1: net asset value should tighten. Russia's parliament holds final readings
Speaker 1: on a crypto bill Tuesday. A legal framework from a
Speaker 1: g TWE economy is the difference between crypto as hobby
Speaker 1: and crypto as plumbing. If passed, Russian firms get a
Speaker 1: ruled lane instead of a gray one. That's structural, not speculative.
Speaker 1: Quick hits FTX sends roughly nine hundred million dollars to creditors,
Speaker 1: closing the largest crypto bankruptcy. Institutions now want continuous monitoring,
Speaker 1: not one time audit stamps. All right, before we get
Speaker 1: into the risks, quick word from our sponsor. Okay, we're back.
Speaker 1: Let's talk about what to watch for. Sentiments stuck at
Speaker 1: twenty nine so buyers are picky, not desperate, bounces lack conviction,
Speaker 1: All bridge froze after that one point seven million dollars exploit.
Speaker 1: So crosschain capital is one bad contract from a halt.
Speaker 1: The bitcoin vulgauge hints at a valmageddon, and a bear
Speaker 1: market with pinned volatility is a spring loaded for a
Speaker 1: sharp move. The takeaway this low trust bounce flips only
Speaker 1: if Bitcoin vall breaks out with volume and fear and
Speaker 1: greed climbs above forty five. Top thing to watch is
Speaker 1: the Russia Crypto Bill final reading on July twenty one.
Speaker 1: The one catalyst that matters this week. Russia's crypto bill
Speaker 1: final readings on Tuesday. Passage gives a major economy a
Speaker 1: ruled lane for digital assets, a structural shift for regional flows.
Speaker 1: If it stalls, the gray market continues as default, and
Speaker 1: you know what, in this regime, that's the difference between
Speaker 1: speculation and infrastructure. If you got something out of this,
Speaker 1: send it to a friend who's into crypto. That's the
Speaker 1: best way to support us. This is educational content, not
Speaker 1: investment advice. Always do your own research. I'm Alex, See
Speaker 1: you next time.