Bull Case
🚨WHY STABLECOIN ISSUERS HAVE EFFECTIVELY BECOME SIFIs (exclusive analysis by @bullcase) The GENIUS act makes holding a regulated stablecoin safer than keeping dollars in a bank through the following provisions: 1) Requires stablecoin issuers to hold an official…
ECB: Stablecoins let the US export its currency without banks. Digital dollar dominance could raise EU borrowing costs and erode policy autonomy.
[Thank you ECB for confirming what we explained in our GENIUS Act post 4 days ago. Stablecoins are becoming systemically important and are overtaking traditional banks. Buy the crypto dip!]
[Thank you ECB for confirming what we explained in our GENIUS Act post 4 days ago. Stablecoins are becoming systemically important and are overtaking traditional banks. Buy the crypto dip!]
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Bull Case
GDP=C+I+G+(X−M), C is Consumption, I is Investment, G is Government Spending, X is Exports, and M is Imports, imports (M) are subtracted. High imports, lower nominal GDP, macro FUD. BTFD and ignore macro FUD. @bullcase
GDP came in above expectations, largely due to a drop in imports, as many were front loaded last quarter ahead of the tariffs.
But final sales to private domestic purchasers, which combines personal consumption and spending by businesses (C+I in the GDP formula and a clean signal of economic strength), came in the lowest since Q4 2022.
The Fed can't be anything but dovish today. [Buy the crypto dip, the inflation hedge trade is on!]
But final sales to private domestic purchasers, which combines personal consumption and spending by businesses (C+I in the GDP formula and a clean signal of economic strength), came in the lowest since Q4 2022.
The Fed can't be anything but dovish today. [Buy the crypto dip, the inflation hedge trade is on!]
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Bull Case
GDP came in above expectations, largely due to a drop in imports, as many were front loaded last quarter ahead of the tariffs. But final sales to private domestic purchasers, which combines personal consumption and spending by businesses (C+I in the GDP…
🚨Fed leaves rates unchanged but the statement has taken a dovish turn [Buy the crypto dip!]
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Bull Case
WHY NO CUT IN SEPTEMBER IS BULLISH THANKS TO FED INDEPENDENCE RISK (exclusive analysis by @bullcase) Truflation, TIPS, Core CPI have been ticking higher which means we don't have to wait for September, the rate cut is happening as we speak (real rates are…
🚨Sell off everywhere after Powell seems to have torched hopes of a September cut. [Buy the crypto dip, no cut is bullish. This knee jerk reaction will get reversed]
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🚨The TAM model shows #bitcoin is trading near the floor of its fair value range, with current price reflecting just 1% market penetration.
Coinshares has released a report to calculate Bitcoin fair value should it capture the maximum market value available. According to this model the global monetary assets that Bitcoin aims to capture are 4:
1. Global broad money* ($127.3T)
2. Corporate treasury assets* ($39.9T)
3. Central Bank FX reserves* ($15.5T)
4. Gold ($23.9T)
The model estimates the lower bound of Bitcoin's fair value at $104K, if it were to capture 1% of the total value pool in each category on average. The fair value increases by $100K for every additional percentage point captured on average. The upper bound scenario, assuming a 50% average capture, yields a projected valuation of $5.2M per BTC.
[The inflation hedge trade turns Bitcoin into a sponge for M2, central bank reserves, and corporate treasuries. BTFD!]
Coinshares has released a report to calculate Bitcoin fair value should it capture the maximum market value available. According to this model the global monetary assets that Bitcoin aims to capture are 4:
1. Global broad money* ($127.3T)
2. Corporate treasury assets* ($39.9T)
3. Central Bank FX reserves* ($15.5T)
4. Gold ($23.9T)
The model estimates the lower bound of Bitcoin's fair value at $104K, if it were to capture 1% of the total value pool in each category on average. The fair value increases by $100K for every additional percentage point captured on average. The upper bound scenario, assuming a 50% average capture, yields a projected valuation of $5.2M per BTC.
[The inflation hedge trade turns Bitcoin into a sponge for M2, central bank reserves, and corporate treasuries. BTFD!]
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Bull Case
ICYMI: 🟢🟢July 29 - Mill City Ventures III, Ltd. (MCVT) announced the sale of 83,025,830 shares of common stock at $5.42 per share to acquire $450M worth of SUI 🟢🟢July 28 - CEA Industries Inc. announced it's selling $500M worth of stock to buy BNB, with an…
🚨ETH treasuries have just officially surpassed $10 BILLION across 64 entities after more than tripling in July! Over half of these reserves are concentrated within the top 3 holders: Bitmine, Sharplink, and The Ether Machine. [Rotation from stocks into crypto underway. Slowly first, then all at once. BTFD!]
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Bull Case
🚨WHY PCE WILL COME IN HOT AND CRYPTO WILL PUMP (exclusive analysis by @bullcase) June's core PCE will be reported on July 31. ➡️ BoA just revised its core PCE estimate upward yesterday: we are tracking core PCE to rise by 0.3% m/m (0.31% unrounded) in…
🚨Core PCE #inflation rises to 2.8%, above expectations of 2.7%. [Send everything to Mars]
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Bull Case
ICYMI: 🟢🟢July 29 - Mill City Ventures III, Ltd. (MCVT) announced the sale of 83,025,830 shares of common stock at $5.42 per share to acquire $450M worth of SUI 🟢🟢July 28 - CEA Industries Inc. announced it's selling $500M worth of stock to buy BNB, with an…
🚨August has marked the bullish pivot for #TOTAL2 in post-halving years 2017 and 2021. This is in stark contrast to equities where seasonality favors bears. [The big rotation from stocks to crypto is upon us. BTFD before it's too late!]
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Bitcoin/Ethereum Spot ETF Flows: 31 July 2025
🔴Bitcoin ETFs: $114.8M net outflows
🟢Ethereum ETFs: $17M net inflows
[20 straight days of net inflows for Eth. BTFD!]
🔴Bitcoin ETFs: $114.8M net outflows
🟢Ethereum ETFs: $17M net inflows
[20 straight days of net inflows for Eth. BTFD!]
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Bull Case
🚨The MOVE Index continues to make new lows (83 today). As noted ten days ago (86), this index has historically served as a reliable early indicator of shifts in Federal Reserve rhetoric. Its current trend suggests that despite tariff inflation, the Fed…
🚨The MOVE Index continues to make new lows closing July at 79,85.
Reversals in this index have historically served as a reliable signal of shifts in Federal Reserve rhetoric.
Its current direction signals that despite inflation, the Fed will get even more dovish before turning hawkish. [High inflation with a dovish Fed is a dream scenario for the bulls, BTFD!]
Reversals in this index have historically served as a reliable signal of shifts in Federal Reserve rhetoric.
Its current direction signals that despite inflation, the Fed will get even more dovish before turning hawkish. [High inflation with a dovish Fed is a dream scenario for the bulls, BTFD!]
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Bull Case
🚨The MOVE Index continues to make new lows closing July at 79,85. Reversals in this index have historically served as a reliable signal of shifts in Federal Reserve rhetoric. Its current direction signals that despite inflation, the Fed will get even more…
🚨Today's job report looks like we're in a recession.
*May Nonfarm Payrolls revised from 144.0K to 19.0K (-86% correction)
*June revised from 147K to 14K (-85% correction)
*July numbers missed estimates by 30% (70K from 106K).
*The 6m change in the unemployment rate, a leading recession indicator, is picking back up
[High inflation with a dovish Fed is ultra bullish. BTFD!]
*May Nonfarm Payrolls revised from 144.0K to 19.0K (-86% correction)
*June revised from 147K to 14K (-85% correction)
*July numbers missed estimates by 30% (70K from 106K).
*The 6m change in the unemployment rate, a leading recession indicator, is picking back up
[High inflation with a dovish Fed is ultra bullish. BTFD!]
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Bull Case
🚨The TAM model shows #bitcoin is trading near the floor of its fair value range, with current price reflecting just 1% market penetration. Coinshares has released a report to calculate Bitcoin fair value should it capture the maximum market value available.…
🚨Public companies added over $2.5bn in Bitcoin to their treasuries last week. [BTFD!]
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