China's rare earth exports jump 23% in May despite export curbs -RTRS [after falling by half in April]

China's new loans triple in May: Banks issued ¥850B ($118bn) in new loans as US tariff pause and rate cuts lift sentiment. [we're so back]

🚨CPI coming on Wednesday, obviously rigged but worth noting that prices paid survey for 6M ahead just touched covid highs. [crypto is an inflation hedge]

🚨Citigroup now expects Fed to deliver 75bps of rate cuts this year, 25bps in September, October, and December, after NFP data.

🚨🚨The bull thesis is intact, ignore macro FUD and BTFD. We are in the final parabolic phase of this cycle's bull run which is going to last until October-November. A few things we were proven right about so far:

1) Liberation Day bottom: BTC has gone up only ever since while many alts, including ETH, bottomed in April
2) The stablecoin put: Circle IPOed, total stablecoin market cap keeps making ATHs
3) Gold's top

We have been posting less here because the guys maintaining this channel (Archer & C) are on vacation. However, if you want to hang out with us you should know all @bullcase insiders hang out in @monerouncensoredchat. The group is called Monero because it was originally created to discuss some issues about Monero, but today we discuss everything market related. Anyone who is not a spammer is welcome.

Corporate BTC holdings are on the rise

South Korea’s Ruling Party proposed the Digital Asset Basic Act on Tuesday allowing companies to issue stablecoins with at least 500 million won ($367,876) in equity capital and guaranteed refunds through reserves.
*Bank of Korea Governor Rhee Chang-yong: stablecoins issued by non-bank entities could weaken the effectiveness of monetary policy
*BoK Governor Rhee Chang-yong: the central bank should take the lead in regulating a won-pegged stablecoin [debase or die, stables are a key tool in currency debasement]

Trump explains Trump accounts: "For every US Citizen born after December 31, 2024, before January 1, 2029, the federal government will make a one-time contribution of $1,000 into a tax-deferred account that will track the overall stock market."

Societe Generale has launched a new USD-pegged stablecoin named USD CoinVertible (USDCV). It will be issued on Ethereum and Solana, with BNY Mellon acting as the asset custodian. -source

BTC/Eth US Spot ETF Flows on 10th June 2025

🟢Bitcoin ETFs: $431.2M net inflows

🟢Ethereum ETFs: $125.0M net inflows

Two US House committees have passed the CLARITY Act, paving the way for a floor vote.
*Safe harbor: up to 4 years and $75M raise/year for new projects
*Secondary market trades are not a securities transaction
*DeFi & devs protected from money transmitter laws
*CEXs/DEXs get clearer rules via CFTC

🚨Up only season is upon us. [Crypto is an inflation hedge]

GS most shorted stock index showing strength ("junk rally").
*GS: we think this rally can continue short term
*JPM: Further outperformance possible but likely needs continued positive macro data [Hedge fund liquidations about to enter the narrative. Remember Melvin Capital?]

Paul Tudor Jones: Bitcoin one of the top tools to fight inflation ['crypto is an inflation hedge' is back in full force]

🚨Something brewing in the Middle East [Iran-Israel war FUD, BTFD]
*US Maritime Trade issued a rare warning about rising tensions in the Gulf, Strait of Hormuz, and Gulf of Oman, citing potential military escalation that could directly affect shipping.
*The US Embassy in Iraq is prepping for an ordered evacuation due to security threats.
*The State Department is pulling nonessential staff and families from Bahrain and Kuwait.
*U.S. military dependents in Bahrain have been cleared for temporary departure.

BTC/Eth US Spot ETF Flows on 11th June 2025

🟢Bitcoin ETFs: $165M net inflows

🟢Ethereum ETFs: $240M net inflows

🚨BTC price action during military crises between 2011 and 2017. [BTFD.]

Tel Aviv 35 index stocks are pumping [WW3 FUD over?]