⚡️Is Strategy losing ground?

🕵️‍♂️A new report revealed that Strategy sold 32 BTC. This is the first recorded sale by the company in years. Following the news, BTC fell below $72,000, and long liquidations in just a few hours approached $100 million.

🚬It's too early to talk about Saylor changing course and abandoning his famous "never sell" strategy:
⏺The sale volume appears symbolic relative to the company's overall balance sheet.
⏺Saylor himself has not yet commented on the situation.
⏺Technical, tax, or corporate processes could be the cause.

⏺Therefore, it's clearly too early to conclude that Strategy has capitulated. But there's another side to the market. BitMine continues to actively accumulate Ethereum during corrections. Last week, the company bought another 26,497 ETH. BitMine now controls 4.5% of the total Ethereum supply.

😊This paints a rather interesting picture: on the one hand, the market is frightened by the sale of several dozen BTC, while on the other, major players continue to methodically reduce the available ETH supply on the market.

P.S. So far, it looks less like a change in the global trend and more like another "shakeup." 💀

🤴ByBit:
Code in the app:📱(25395)
🤴BingX:
Code in the app:📱(PQLLZA)
🚬Polymarket

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⚡️Hayes Changes the Scenario Again

🕵️‍♂️Arthur Hayes has released a new essay explaining why he's become more cautious in the market. The main idea:
⏺Most of the new dollar liquidity is currently being absorbed not by crypto, but by the AI ​​sector.
⏺In recent years, huge amounts of money have gone into building data centers, infrastructure, and developing artificial intelligence.
⏺While the market believed in the endless growth of AI companies, capital continued to flow there.
⏺This is precisely Hayes' explanation for why Bitcoin has underperformed expectations even amid expanding liquidity.

🚬Plus, Hayes believes that several risks are currently emerging for the AI ​​sector:
⏺Rising energy and oil prices
⏺Potential cooling of data center investment
⏺A huge influx of new IPOs (SpaceX, OpenAI, Anthropic)
⏺A possible harsher rhetoric from Trump towards AI companies before the election
⏺If this scenario comes to fruition, the AI ​​bubble could take a serious hit.

⚠️Initially, this could drag down all risky assets, including crypto. This is why Hayes has reduced his altcoin holdings and become more cautious.

👹But his long-term conclusion remains the same: if the AI ​​bubble truly bursts and causes problems in the financial system, central banks will have to reintroduce liquidity. This means Bitcoin could once again be the main beneficiary of the next wave of money printing. Essentially, Hayes isn't a bear right now. He's expecting a negative short-term market.😭

🤴ByBit:
Code in the app:📱(25395)
🤴BingX:
Code in the app:📱(PQLLZA)
🚬Polymarket

⚡️Why is Crypto Lagging Stocks?

🕵️‍♂️An interesting observation from Grayscale: since the outbreak of the conflict over Iran, the US stock market has risen by approximately 9%, while Bitcoin has remained virtually flat, and gold has shown noticeably weaker performance.

😭At first glance, this seems odd. Typically, BTC is considered by many to be the asset that should benefit amid instability, but:
⏺The main reason is expectations for the Fed.
⏺Some market participants have begun to anticipate another rate hike in the future.
⏺Some Fed officials are already allowing for such a possibility in 2026.
⏺Meanwhile, the European Central Bank has already embarked on a policy tightening.
⏺This isn't the most favorable scenario for crypto and gold.

🚬When interest rates rise, investors receive higher returns in traditional instruments. This is temporarily reducing demand for assets like BTC and gold. However, Grayscale believes the market may be overestimating the likelihood of a rate hike. Their baseline scenario:
⏺The Fed will keep rates unchanged.
⏺There will be no new tightening cycle.
⏺Expectations-driven pressure on Bitcoin will gradually begin to subside.

😊If this scenario comes to fruition, BTC could begin to catch up with the US stock market in returns. Grayscale also reminds us that BTC is no longer just "digital gold." It essentially combines two strategies: a store of value and a bet on the development of the entire crypto industry.

💀This is why many large funds continue to consider BTC as a separate asset class within their portfolios.

🤴ByBit:
Code in the app:📱(25395)
🤴BingX:
Code in the app:📱(PQLLZA)
🚬Polymarket

Exchange update: some are closing, others will remain operating in the EU from July 1st ⤵️

Received a MiCA license:
✅ Kraken
✅ Coinbase
✅ OKX
✅ Crypto com
✅ Bitpanda
✅ Bybit
✅ Gate
✅ Bitstamp
✅ Gemini
✅ KuCoin
✅ WhiteBIT

Haven't received a MiCA license yet:
❌ Binance
❌ MEXC
❌ HTX
❌ Bitfinex
❌ Bitget
❌ Upbit
❌ BingX
❌ BitMart
❌ LBank

🤴ByBit:
Code in the app:📱(25395)
🤴BingX:
Code in the app:📱(PQLLZA)
🚬Polymarket

😭Trump doesn't like short sellers

🚬While cryptocurrencies have been trying to find a bottom for months, the US stock market is in a completely different mood – indices continue to set new all-time highs. Trump has already taken a swipe at short sellers on this issue:
If anyone complains that things are going badly, it's most likely a couple of guys who were shorting. I've never liked those guys because they bet against their own country.

Hardly. Those words make the guys who have been shorting the US market for the past few months feel much better.

🕵️‍♂️Plus, according to official data, Trump has made a huge profit from cryptocurrency by 2025. Trump himself has repeatedly called himself a crypto fan and has made digital assets an important part of his political and business history in recent years.

While the fund can already boast of "more victories," the picture in crypto is quite different:
⏺BTC is still far from its highs
⏺Most altcoins are even more crushed
⏺Market sentiment remains dire
⏺Money is still more likely to flow into US stocks

💀Therefore, it's possible that at some point Trump will want to pay attention to his "favorite" crypto market. After all, it's much more enjoyable to talk about victories everywhere, not just in the S&P 500.

⚡️A little positivity is emerging

🚬The market has been largely unaccustomed to good news in recent weeks. But the first interesting signs are gradually emerging.

Historically, July is one of the strongest months for BTC:
🟡 Over the past 10 years, July has closed in positive territory seven times.
🟡 The average return was around +9%.
🟡 Even in the bearish years of 2018 and 2022, Bitcoin showed double-digit growth.

🕵️‍♂️ The logic was quite simple: after a weak June, the market was beginning to recover and at least partially recouped the decline. Given how much fear and negativity we've already experienced in recent months, a repeat of this scenario certainly doesn't seem impossible now.

😊 At the same time, there's positive sentiment in the leading altcoin. BitMine has presented a bullish thesis on Ethereum and believes that several major trends could support ETH demand in the coming years:
🟡 Stablecoin growth
🟡 Real-world asset tokenization
🟡 Enterprise blockchain adoption
🟡 AI and digital infrastructure development
This aligns with other signals that have been voiced recently: major players are gradually accumulating ETH, while the ETH/BTC pair continues to squeeze near the multi-year zone.

P.S. After months of total FUD, there's some ground for recovery for the first time. 💀

🤴ByBit:
Code in the app:📱(25395)
🤴BingX:
Code in the app:📱(PQLLZA)
🚬Polymarket

The Trump family is back on crypto 😭

🚬Two pieces of news came out of the US: Donald Trump once again called on Congress to quickly pass the Clarity Act, a bill that should finally establish clear rules for the crypto market. According to Trump:
⏺The US must maintain its leadership in crypto and AI.
⏺We can't hand this race over to China.
⏺The sooner transparent regulations are in place, the faster the industry can develop.

🥰For the market, this is likely a long-term positive. Any clarity in regulation is always better than constant uncertainty.

Second, Eric Trump is bullish again. And the market has already developed a bit of a tradition.
⏺In February, Eric said that now was a great time to buy ETH, after which Ethereum experienced a serious correction.
⏺Later, he celebrated the liquidation of short sellers, but the market sharply reversed again. ⏺
And now another optimistic post.

🕵️‍♂️This doesn't guarantee a sharp market decline, but it's a rather amusing picture right now:
🟢Donald is trying to make the US the world's leading crypto center.
🔴Eric is once again believing in growth.

We can only hope that this time the market decides to break with tradition and not take Eric's latest bullish sentiment as a signal for a correction. ☔️

🤴ByBit:
Code in the app:📱(25395)
🤴BingX:
Code in the app:📱(PQLLZA)
🚬Polymarket

⚡️The market continues to confuse

🚬While some news outlets are talking about the start of a new bullish cycle, others are already anticipating another Bitcoin decline. And, as usual, the market is successfully making everyone wrong.

🕵️‍♂️According to the information:
🟡 The queue for withdrawing Ethereum from staking has dropped to almost zero. Meanwhile, the queue for entering is already almost 2.5 million ETH ($4.8 billion). This means that there are now significantly more people wanting to stake ETH than those wanting to exit.
🟡 US Treasury Secretary Scott Bessent stated that the Clarity Act is literally one step away from approval. If the bill is passed, the crypto market will take another important step toward clear regulation in the US.
🟡 But not everything is so rosy. The likelihood of a Fed rate hike has risen again to 62% based on the latest economic data. This is a potentially negative factor for risky assets.

😭So right now, the market continues to be itself—good news comes with bad news:
🟡 Growing interest in Ethereum
🟡 US move toward crypto regulation
🟡 Gradual change in sentiment among major players
🟡 Risks of tighter Fed policy

P.S. The more good news the market receives, the more often it reminds us that it's too early to relax. 💀

🤴ByBit:
Code in the app:📱(25395)
🤴BingX:
Code in the app:📱(PQLLZA)
🚬Polymarket

🚨The CLARITY Act is one step closer to becoming law.

Senator Cynthia Lummis announced that negotiations with Democratic lawmakers are making solid progress, and both sides are working toward reaching an agreement in the coming days that could pave the way for the bill to become law.

“Consumer protection and pro-innovation policy aren’t opposites — this bill proves it.”

What does this mean for the crypto market?

📌The Digital Asset Market Clarity Act is designed to establish a clear regulatory framework for digital assets in the United States and define the respective roles of the SEC and CFTC.

📌For banks, asset managers, and crypto companies, this would significantly reduce regulatory uncertainty — something the industry has been waiting for for years.

📌It’s no coincidence that BlackRock, JPMorgan, Franklin Templeton, DTCC, SWIFT, and other major financial institutions are already testing tokenized assets and blockchain-based settlement infrastructure. Institutional players are clearly preparing for the next phase of finance.

If a bipartisan agreement is reached, this could become one of the most important regulatory milestones for the U.S. crypto industry in years.

😕It increasingly looks like the era of regulatory uncertainty for digital assets is coming to an end.

The next few days could be historic for the entire crypto market. 📈

🤴ByBit:
Code in the app:📱(25395)
🤴BingX:
Code in the app:📱(PQLLZA)
🚬Polymarket

🚬Practical каждое глобальное дно сопровождалось тотальным fears, discomfitures about "connexion of cycles" and какими-нибудь очень неприятными собЋтиями для индустрии. И каждый раз находилась причина, почему именно сейчас всё будет хуже, чем раньше.

Смотрим:
🟡 2014 год - Bankruptcy Mt. Gox and following the growth of BTC более чем на 12,000%.
🟡 2018 год - закрытие BitGrail и последующий рост более чем на 2,000%.
🟡 2022 год - крах FTX, which many called the end crypto industry, and therefore Bitcoin has grown in pain by 680%.
🟡 Теперь к этому списку добавляется BitMEX — from one place to another legendary crypto investors who have been known for a long time deityality.
😊 Конечно, это не означает, что закрытие биржи automatic запускает new bullran). Но самые неприятные события обычно происходят именно тогда, когда рынок находится максимально close to your local area global minimums.

Плюс CZ mentioned about the same successful strategy on the market:
🟡 покупать тогда, когда страшно
🟡 не пытаться поймать ideal bottom
🟡 myslit not by any means, but by cycles

⚠️ There is no guarantee that BTC has been shown. своё final bottom. No one commented on local minimums. My full knowledge, liquidation and liquidation early forecasts for "vsb propalo". Veroyatno, уже проходим через формирование очередного дна cycle. Только, как показывает практика, понять это можно не сразу. 😭

🤴ByBit:
Code in the app:📱(25395)
🤴BingX:
Code in the app:📱(PQLLZA)
🚬Polymarket

⚡️The apathy continues

🥰The most interesting thing about the current market isn't even the price decline. It's the mood of the participants. There's less talk about "X" and more talk about how "crypto isn't what it used to be." During periods like these, the first positive signals begin to appear, which most people prefer to ignore.

🕵️‍♂️According to the information:
🟡 In the US, the CLARITY Act is literally one step away from being voted on. If passed, the market will receive even clearer rules of the game. But there's a catch: some of this positivity is already gradually being priced in.
🟡 Saylor again hinted at another Bitcoin purchase. Judging by his publication history, the official announcement usually doesn't take long. 😭
🟡BTC volatility is approaching historic lows.
🟡 Meanwhile, the crypto industry continues to undergo a natural "cleansing." Following BitMEX, BitMart also announced its closure.
🟡 More and more exchanges are starting to feel the pressure. The reason is quite simple: during a protracted bear market, trading volumes drop sharply, while expenses continue to incur.

🕵️‍♂️ To put the scale into perspective:
🟡 Binance spends approximately $120-200 million each month.
🟡 Coinbase—up to $450 million.
🟡 Bybit, OKX, Kraken, and others also spend tens of millions of dollars monthly on infrastructure, security, employees, marketing, and platform support. When the market becomes "boring," many exchanges begin to operate significantly less efficiently, and the weakest players simply can't handle the strain.

🚬 In the previous post, we discussed how almost every major bear cycle was accompanied by the closure of well-known companies, exchanges, or infrastructure projects. Now the global picture is starting to look increasingly interesting.

🥰The stronger the apathy becomes, the more fundamental reasons there are to keep a close eye on the market rather than give up on it completely.

🤴ByBit:
Code in the app:📱(25395)
🤴BingX:
Code in the app:📱(PQLLZA)
🚬Polymarket

Bought an APEX.

Target: $2+, back in the day)😁

We've already done x10+ on APEX a couple of times, is it time for a third?

🤴ByBit:
Code in the app:📱(25395)
🤴BingX:
Code in the app:📱(PQLLZA)
🚬Polymarket

The foundation is getting stronger

😊 Some interesting changes are gradually happening under the surface of the market. According to the information:

🟡 The Solana ecosystem has proposed increasing the daily SOL burn rate by almost 14 times—from 650 to 9,000 coins per day. If the community supports the initiative, the coin supply will decrease significantly faster.
🟡 Ethereum developers have introduced EIP-8361, an update that should further limit the issuance of new ETH. This means that inflation in the second-largest cryptocurrency by market capitalization could become even lower.

🕵️‍♂️ In simple terms: two of the largest ecosystems are gradually moving toward reducing the supply of their coins. If demand begins to grow over time and fewer new coins are mined, this will create more favorable conditions for price growth in the long term.

🚬Meanwhile, the macro backdrop is also starting to look calmer:
⏺Positive signs have emerged again regarding US-Iran negotiations.
⏺If the Strait of Hormuz does indeed open and tensions continue to ease, the pressure on the oil market will noticeably ease.
⏺Oil is already falling, and the US stock market is once again setting a new all-time high.

⚠️In contrast, the stock market has already set a new all-time high, while crypto is noticeably lagging. Historically, such divergences don't always last long. If geopolitics finally calms down and the Fed doesn't add new reasons for panic, then crypto will have a better chance of gradually catching up with other risky assets.

P.S. The market is in no rush to hand out "X"s. But there are also fewer reasons for total FUD. ☔️

🤴ByBit:
Code in the app:📱(25395)
🤴BingX:
Code in the app:📱(PQLLZA)
🚬Polymarket

⚡️Kraken Pro — a new step in the development of one of the largest exchanges

Kraken is one of the most stable and well-known crypto exchanges on the market, operating since 2011. But now, something more interesting is happening: the exchange is actively betting on Kraken Pro as a new stage in the platform's development—no longer just a place to "buy crypto," but a full-fledged ecosystem for working with the markets.

🕵️‍♂️What is Kraken Pro
Essentially, it's a fully-fledged exchange with an entire ecosystem within, bringing together everything you need for active market activity:
⏺Spot
⏺Futures
⏺Staking
⏺Advanced trading instruments
⏺Tokenized shares
⏺Additional activities within the platform
In other words, Kraken is gradually moving away from being "just another exchange," but toward becoming a large financial hub where you can handle multiple tasks at once. A particular strength is regulation. Kraken has a wide range of licenses for operating in various jurisdictions, including MiCA in Europe. By comparison, even a giant like Binance currently lacks such a license. For a major CEX, this is already becoming a significant advantage.

❓Why is this interesting now?
Kraken Pro is no longer just an "additional section" of the exchange, but rather a new stage in the development of the entire platform. Kraken is clearly focusing on expanding its product, adding new areas, and trying to integrate users into a broader ecosystem.
And against this backdrop, new users currently have many exciting activities:
⏺Bonuses for first actions
⏺Promotions for new accounts
🗣INK Points earned for activity
⏺Additional rewards for trading
⏺Separate promotions and giveaways within the platform

💰Plus, there's a welcome bonus for new users: you can earn $10 + 500 INK Points by trading spot at a volume of approximately $101. The cost of execution is around $2. Through activities within Kraken Pro, you can accumulate Ink Points—internal points that are expected to become part of the ecosystem's main token. In essence, this is somewhat reminiscent of the story with Binance's BNB or Bybit's MNT.
To put this into perspective: about 4,000 INK Points equals roughly $1 million in trading volume, so the core mechanics here are tailored specifically for active users.

😘Kraken also has other interesting offerings, such as:
⏺Kraken Funded / Prop
This is a format where traders first undergo an evaluation—essentially a screening/selection process in which they must demonstrate adequate trading performance according to established rules.
If successful, the user gains access to trading the platform's capital and can keep a portion of the profits.
⏺xStocks
Tokenized shares of American companies right within the ecosystem.
⏺Staking / Earn
For those who want to use the exchange for more than just trading.

🚬Overall, Kraken Pro is currently looking like one of the most interesting products within a major exchange: not just trading, but a fully-fledged ecosystem with bonuses, activities, and expanded functionality.

❓How to connect:
Register on Kraken:
https://proinvite.kraken.com/9f1e/lnaq0ow5
Referral code in the app: 4g23bfqy

⚠️After KYC, immediately turn your attention to Kraken Pro → Promotions to stay up-to-date on available activities and Ink Points. Currently, interest in the exchange is built around the ecosystem and the number of new products they are gradually bringing together. 💪

Acurast ~2x from entry level, half fixed. Bought an APEX.

🤴ByBit:
Code in the app:📱(25395)
🤴BingX:
Code in the app:📱(PQLLZA)
🚬Polymarket