Bull Case
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Disclaimer: This is not financial advice. Content here is for informational purposes only, always DYOR before making decisions.
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250M USDC minted by Circle -source
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The S&P 500 volatility continues higher than that of Bitcoin
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Since 2000 we have never seen a 40 bps rise in 30y UST yields in a week where EURUSD rose 4% or more as we are on pace for this week.
🚨CRYPTO PUMPS AS BOSTON FED’S COLLINS SIGNALS FED READINESS TO ACT AMID CURRENT MARKET VOLATILITY; BTC TAPS $84k
He will make it all back soon.
US Judge grants Binance 60 day pause in its legal battle with the SEC
New York has introduced Assembly Bill 7788, allowing state agencies to accept crypto, including Bitcoin, for taxes, fees and fines.
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Historically, event-driven bear markets are the shortest and the shallowest.
St Louis Fed Financial Stress indicator moved up this week and Weekly Bank Deposits showed a strong move upwards at the same time. Therefore it shouldn't be a liquidity issue.
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🚨Money Managers dumped Brent Crude Oil last week at the fastest pace in history. Recession fears?
According to Arkham monitoring, the Trump family's crypto project, World Liberty Financial (WLFI), exchanged 775,000 USDC for 4.89 million SEI at an average price of $0.158 per SEI -Arkham
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This week's Treasury 10Y yield's increase was the biggest weekly increase since 2001.
🚨450M USDT transferred from Tether Treasury to HTX -source
🚨1BN USDT minted by Tether Treasury -source
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The Bull Case: The Chinese government will try to keep the Yuan afloat by dumping US Treasuries. Stablecoin issuers (USDT and USDC are backed by Treasuries) will keep bidding Treauries to meet increasing demand for stablecoins from capital fleeing China. Net result: Yields will remain low, massive amounts of capitals will flee into crypto fuelling the biggest alt season to date. It's no coincidence that Tether mints $1bn USDT on Tron after the biggest weekly increase in yields since 2001.
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Trump going all in on crypto here
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Larry Fink: Tokenization of the market, from stocks to bonds to real estate is coming, if we can solve one problem: digital verification.
Credit markets freezing on the tariff FUD. [just BTFD!]
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Bull Case pinned Β«The Bull Case: The Chinese government will try to keep the Yuan afloat by dumping US Treasuries. Stablecoin issuers (USDT and USDC are backed by Treasuries) will keep bidding Treauries to meet increasing demand for stablecoins from capital fleeing China. Net…»
Once in a lifetime opportunity.
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U.S. Customs and Border Protection releases detailed guidelines on tariff exemptions for select products, including semiconductors, electronic devices, and AI servers. The exempted categories cover about 22% of US imports from China.
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