0:00

Wow. It looks like we are

0:02

starting the week strong in

0:04

crypto. Yeah. Green day people. For

0:06

sure. Green day. Maybe a Lambeau week,

0:08

who knows? Yeah, could be. There's a lot

0:10

going on. There is a lot

0:12

going on. So we're going to

0:15

take a deep dive today into

0:17

what's fueling this rally. Yep. We're

0:19

going to look at a potential

0:21

government blockchain adoption. Right. Specifically with

0:23

USA-eyed. Interesting. And then the explosion

0:25

of real-world assets or RWA's with

0:27

fidelity jumping in the game now.

0:29

Big news. And then some really

0:31

bullish indicators that that we're seeing

0:33

in the market. Oh yeah. Yeah,

0:35

so we got a stack of

0:37

market reports and analysis right here

0:39

in front of us. Let's do it.

0:41

So let's just dive right in. Sounds

0:43

good. Okay, so first, let's zero in

0:46

on this market rally. Okay. The word

0:48

on the street is that it seems

0:50

like it might be because Trump is

0:52

potentially dialing back those tariffs that he

0:55

put in place last April. Interesting.

0:57

So that's being read by the

1:00

market as a signal for a

1:02

broader risk-on environment. And crypto seems

1:04

to be catching that wave. Yeah,

1:06

for sure. I mean, when traditional

1:08

markets start anticipating less

1:11

restrictive trade policies, we often

1:13

see that enthusiasm kind of

1:15

spill over into assets that

1:18

are considered, you know,

1:20

a little bit riskier.

1:22

And that definitely includes

1:24

cryptocurrencies. You know, basically it just

1:26

suggests that there's a greater

1:28

appetite among investors to

1:31

embrace growth opportunities. Yeah, and

1:33

we're seeing that for sure in

1:35

the price action, Bitcoin has jumped

1:37

to $87,000. Wow. Which is a pretty

1:39

significant climb. That is. Ethereum is

1:41

broken back above $2,000. Nice. Which

1:43

I know a lot of people

1:45

were watching. Yeah. And Solana's really

1:48

showing some strength among the majors

1:50

up a solid 8% to over

1:52

$141. Yeah, that's great to see.

1:54

I mean. What's really caught my

1:56

eye though is the performance of

1:58

some of these kind of like,

2:00

you know, more. conventional assets. You

2:02

know, FART coin seeing a 24%

2:04

jump in a single day and

2:06

a massive 75% increase over the

2:08

last month. I mean, that's something

2:10

else. You know, it kind of

2:12

makes you think that maybe things

2:14

are getting a little bit overheated,

2:16

you know, driven more by FOMO.

2:18

That's fear of missing out than

2:20

maybe any kind of fundamental value.

2:22

And this is something we often

2:24

see in bull cycles, you know,

2:26

where things get a little bit

2:28

frothy. So, you know, it's just

2:30

a reminder to maybe. proceed with

2:32

caution right even though there's a

2:34

lot of excitement in the air

2:37

yeah a little bit of a

2:39

reality check there yeah exactly for

2:41

sure um but hey it's not

2:43

just fart coin that's grabbing attention

2:45

right we've seen a whole bunch

2:47

of all coins yeah making big

2:49

moves this week cake be on

2:51

take H-Y-P-E-N-C-R-V, all posting gains of

2:53

24% or more. It's a pretty

2:55

broad lift. Yeah, it really is.

2:57

I mean, it just shows you

2:59

how interconnected everything is in the

3:01

crypto world. Yeah. You know, when

3:03

the big players like Bitcoin and

3:05

Ethereum start moving, it often creates

3:07

this like rising tide that lifts

3:09

a lot of the smaller boats

3:11

along with them, even the more,

3:13

you know, kind of out there

3:15

ones. Yeah, speaking of out there.

3:17

Do you see what happened with

3:19

routine on Solana? This mean coin,

3:21

like, went completely viral on X,

3:23

like, shot up to a $17

3:25

million market cap, and then, like,

3:27

settled around $10 million. Wow. It

3:29

really shows you the power of

3:31

these mean coins that are, like,

3:33

tapping into mainstream internet trends. It

3:35

does, and, you know, it's not

3:37

the first time we've seen this

3:39

either. Remember, chill G-G-I-Y? Yeah, yeah,

3:41

similar story there. Exactly! You know,

3:43

memes have become a real force

3:46

in the crypto world, even though

3:48

they can be super volatile. They

3:50

grab people's attention quickly. And when

3:52

the market is feeling good like

3:54

it is now, the attention can

3:56

turn into a lot of money

3:58

flowing in, even if it doesn't

4:00

always last. Yeah. It's definitely something

4:02

to keep in mind. Yeah, even

4:04

with all this positive... energy though.

4:06

It's important to remember that traders

4:08

are going to be watching the

4:10

upcoming economic data really closely this

4:12

week. Oh yeah for sure. We

4:14

got consumer confidence, personal spending, and

4:16

PCE data all coming out. Yeah,

4:18

that could definitely have an impact.

4:20

Yeah. So, you know, that could

4:22

move the market in one direction

4:24

or the other. Absolutely. You know,

4:26

those macroeconomic indicators are going to

4:28

give us a much clearer picture

4:30

of the overall health of the

4:32

economy, which could either, you know,

4:34

add fuel to this rally, or

4:36

potentially, you know, put the brakes

4:38

on it a little bit. Yeah.

4:40

So the big question is, can

4:42

Bitcoin actually break through and hold

4:44

above $90,000 dollars? Right. Or is

4:46

this just a temporary bounce before

4:48

things cool off? That's the million-dollar

4:50

question, isn't it? I mean, it's

4:52

tough to say, for sure. But,

4:55

you know, the strength of this

4:57

initial push, combined with that, you

4:59

know, overall... risk on sentiment. Yeah.

5:01

Does make it seem more likely

5:03

than just your typical dead cat

5:05

bounce. Right. But to really reclaim

5:07

and stay above $90,000 we're going

5:09

to need some sustained good news.

5:11

Right. And continued buying interest especially

5:13

as we get that economic data

5:15

later this week. Right. That's going

5:17

to be key. For sure. Okay.

5:19

So let's pivot now to some

5:21

potentially huge developments on the government

5:23

front. Okay. There's a proposal being

5:25

discussed in the State Department. about

5:27

the Trump administration. Interesting. Considering putting

5:29

US foreign aid on the blockchain,

5:31

as part of a major overhaul

5:33

of USA-eyed. That's pretty big. Yeah,

5:35

sounds like a massive shift. It

5:37

is. You know, the idea is

5:39

to use the transparency and the

5:41

immutability of blockchain technology. Basically the

5:43

fact that once data is recorded

5:45

on a blockchain, it's virtually impossible

5:47

to... Change or delete it to

5:49

track and secure the distribution of

5:51

government funds. Okay. So by putting

5:53

USAID's finances on a decentralized ledger,

5:55

the goal is to increase accountability

5:57

and reduce the risk of things.

5:59

like corruption or mismanagement. Right and

6:01

it's interesting to note this isn't

6:04

totally out of left field. No.

6:06

You know we've seen Elon Musk's

6:08

Doge unit. Right. Also exploring blockchain

6:10

applications for things like federal spending

6:12

and property management. Yeah there's definitely

6:14

growing interest in this space. Yeah

6:16

so the government exploring blockchain tech

6:18

isn't completely new. Not at all.

6:20

I mean, there's this growing recognition

6:22

across different sectors and even different

6:24

political viewpoints that distributed ledger technology

6:26

can offer some real advantages, especially

6:28

where it comes to handling public

6:30

funds. You know, things like efficiency

6:32

transparency, they're very appealing. Now the

6:34

sources don't specify any particular blockchain

6:36

networks that they're looking at. Right.

6:38

discussed at this level, feels significant.

6:40

It does. You know, it feels

6:42

like a pretty big step towards

6:44

broader government adoption of blockchain technology.

6:46

I agree. I mean, imagine the

6:48

potential impact on how global aid

6:50

is tracked and allocated. Yeah, if

6:52

this actually... moves forward. The implications

6:54

could be huge. I mean, greater

6:56

transparency in foreign aid could lead

6:58

to more effective use of resources

7:00

and greater trust from both the

7:02

country's giving aid and those receiving

7:04

it. It could really set a

7:06

precedent for other governments around the

7:08

world to follow suit. Of course,

7:10

the major hurdle here is going

7:13

to be getting congressional approval. Ah,

7:15

yes. Good old Congress. Getting them

7:17

to sign off on these kinds

7:19

of changes is, you know. Never

7:21

simple never a guarantee right absolutely

7:23

any major restructuring of an agency

7:25

like US-aid right and its financial

7:27

operations is going to face a

7:29

lot of scrutiny and debate in

7:31

Congress right so you know as

7:33

a noteworthy development for sure right

7:35

but it's still early days all

7:37

right let's shift gears now and

7:39

talk about real-world assets or NWAs

7:41

okay seems like there's a huge

7:43

surge of interest in this here

7:45

Definitely. Fidelity, a major player in

7:47

traditional finance or what we call

7:49

Tradfai, is now officially entering the

7:51

tokenized US treasury market. Big move.

7:53

This feels like a really big

7:55

deal, a real validation of this

7:57

whole space. It is they filed

7:59

to launch on chain shares for

8:01

its Treasury money market fund on

8:03

the Ethereum blockchain. So this puts

8:05

them right alongside other Tradfai giants

8:07

like Black Rock and Franklin Templeton.

8:09

Yep. who already made moves into

8:11

tokenizing treasury bonds. Exactly. And you

8:13

can think of tokenization as kind

8:15

of like taking a piece of

8:17

a US treasury bond and representing

8:19

that ownership on a blockchain, which

8:22

makes it potentially much easier to

8:24

trade and manage. Okay, cool. And

8:26

the growth in this sector has

8:28

been remarkable. It really has. We're

8:30

talking a 500% increase year over

8:32

year. Wow. Bringing the total market

8:34

to 4.8. billion dollars. That's huge.

8:36

Yeah, and Black Rocks B-I-D-L fund

8:38

is leading the pack with 1.5

8:40

billion dollars. They're going all in.

8:42

There's some serious numbers showing real

8:44

institutional interest. No doubt about it.

8:46

So it really seems like these

8:48

Tradfite institutions are getting more and

8:50

more comfortable with the idea of

8:52

bringing traditional assets onto the blockchain.

8:54

Yeah, the advantages are hard to

8:56

ignore. Right. Two hundred and four

8:58

seven settlement settlement settlement, increased efficiency.

9:00

It's a compelling case and fidelity

9:02

jumping in just confirms that this

9:04

isn't just some passing trend. So

9:06

with all this good news, prices

9:08

going up, big institutions getting involved?

9:10

Yeah. Are we maybe underestimating how

9:12

strong this market really is? You

9:14

know, it's possible. Okay. Our sources

9:16

seem to think we might not

9:18

be bullish enough. Really? Yeah. So

9:20

let's dig into some of the

9:22

indicators they're looking at. First, stable

9:24

coins. The supply of both USDC

9:26

and USTT is growing really fast.

9:28

And historically this has been a

9:31

sign that institutional players are moving

9:33

money into the crypto ecosystem, getting

9:35

ready to invest. So basically they're

9:37

loading up their ammo. Exactly. You

9:39

know, it's like filling up the

9:41

gas tank before road trip. Right.

9:43

Getting ready to go. Exactly. And

9:45

then another thing we're seeing is

9:47

more activity from the whales. Okay.

9:49

Those Ethereum wallets holding between 10,000

9:51

and 100,000 Eaf? Wow. Have hit

9:53

their highest levels since early 2023.

9:55

So the big players are definitely

9:57

still in the game. Oh yeah,

9:59

they're accumulating Eaf? Or at least

10:01

holding on to what they have.

10:03

Right. which, you know, suggests they're

10:05

confident about the future. Right. And

10:07

on the flip side, we've also

10:09

got a lot of east shorts

10:11

building up. Yeah, that's right. Right.

10:13

Which could create some pretty wild

10:15

price swings. It could. It could

10:17

lead to what's called a short

10:19

squeeze. Okay. Which is basically when

10:21

a bunch of people are betting

10:23

that the price of something is

10:25

going down. Right. But then it

10:27

starts going up instead. Right. And

10:29

they all rushed cover their bets.

10:31

Okay. Which pushes the price up

10:33

even higher up even higher up

10:35

even higher. Interesting. It can be

10:37

pretty dramatic. And it's not just

10:40

the big players getting in on

10:42

the action. Yep. We're also seeing

10:44

a ton of activity with mean

10:46

coins. Oh yeah, the mean coin

10:48

mania is in full swing. The

10:50

base network saw a hundred and

10:52

seventy thousand new mean coin launches

10:54

last week. Seriously. Yeah, that's almost

10:56

as many as Solana's pump dot

10:58

fund platform which had a hundred

11:00

and eighty five thousand. I mean,

11:02

that is a lot of new

11:04

mean coins. It shows you that

11:06

there's a lot of speculative speculative

11:08

energy energy out there. Yeah, people

11:10

are willing to take risks. Absolutely,

11:12

even on the most, you know,

11:14

kind of out there assets. Right.

11:16

But hey, that's part of what

11:18

makes crypto so exciting. And then

11:20

on top of that, we've got

11:22

RWA is trading near all-time highs.

11:24

Yeah, that's a good sign. Really

11:26

reinforces the idea that traditional finance

11:28

is getting more and more comfortable

11:30

with on-chain finance. Yeah. The RWA

11:32

market is showing us that it's

11:34

not just about speculation anymore, you

11:36

know. Meme of the Day insights.

11:38

Okay. These are just little nuggets

11:40

that are kind of making the

11:42

rounds. Yeah the fun stuff. So

11:44

apparently the biggest corporate holder of

11:46

Bitcoin in Japan just added almost

11:49

$13 million worth after putting someone

11:51

named Trump on their board. Interesting

11:53

timing. Yeah, pretty interesting headline. It

11:55

is, although, you know, it's probably

11:57

just a coincidence. Yeah, probably. But

11:59

it does keep that narrative of

12:01

institutional interest in Bitcoin going. Right.

12:03

Which is ever a bad thing.

12:05

And then there's the report about

12:07

the de facto crypto portfolio of

12:09

the US poty US, buying three

12:11

million dollars worth of mantles native

12:13

tokens. Oh, wow. Which is another

12:15

one that's definitely getting people talking.

12:17

Yeah, I mean, you always have

12:19

to take these kinds of reports

12:21

with a grain of salt. Right.

12:23

But it does show that crypto

12:25

is becoming more and more mainstream.

12:27

Right. It's part of the conversation.

12:29

Exactly. We also saw some news

12:31

about Walrus. claiming to be a

12:33

game changer for decentralized apps and

12:35

games after a 140 million dollar

12:37

funding round. That's a lot of

12:39

money. It's huge. Yeah. So that's

12:41

definitely one to keep an eye

12:43

on. Yeah, any time that much

12:45

money flows into the web three

12:47

space it's worth paying attention to.

12:49

For sure. And then lastly, watch

12:51

your guru put out their top

12:53

three coins to watch this week.

12:55

Oh cool! I don't have the

12:58

specifics in front of me, but

13:00

it's right. It's right. All right,

13:02

so as we wrap up this

13:04

deep dive, it's hard not to

13:06

feel like there's some serious momentum

13:08

building here. We've got positive price

13:10

action. Sure. Potential government interest in

13:12

blockchain technology. Check. The rapid growth

13:14

of RWA's with major Tradfai players

13:16

jumping in. Check. And a whole

13:18

bunch of bullish signals across different

13:20

market indicators. It really feels like

13:22

things are coming together. It does.

13:24

It's like traditional finance and decentralized

13:26

technology are finally starting to emerge.

13:28

Yeah, and on that note, here's

13:30

something to think about. Okay. With

13:32

all these Tradfide Giants getting into

13:34

tokenization and governments starting to explore

13:36

on-chain solutions? Yeah. What kind of

13:38

big changes do you see happening

13:40

in the global financial system? That's

13:42

a... Big question. It

13:44

is. It really It

13:46

really makes you

13:48

think. It does

13:50

think about the

13:52

long -term implications. Wow. Definitely

13:54

Definitely some food

13:56

for thought as

13:58

we head into

14:00

the rest the

14:02

week. For For

14:04

sure. you We'll catch

14:07

you next time

14:09

for another deep

14:11

dive. dive. good. good.