16‑y/o blockchain investor | Decoding financial markets through macroeconomic analysis & TA. NFA & DYOR - Nothing I do or say is financial advice.youtube.com/@block_t4lk?si… Dubai, United Arab EmiratesJoined March 2024
Stablecoins got 8 mentions in July’s FOMC minutes that released yesterday. 👀
The Fed is clearly paying close attention - stablecoins are becoming too big a piece of the financial system to ignore.
FOMC minutes highlights:
Fed majority still sees inflation risk > jobs risk
Concerns raised on elevated asset valuations
Reminder that tariff effects are lagging
Translation: Fed still hawkish bias, markets on edge.
FOMC minutes highlights:
Fed majority still sees inflation risk > jobs risk
Concerns raised on elevated asset valuations
Reminder that tariff effects are lagging
Translation: Fed still hawkish bias, markets on edge.
Data center construction is about to surpass office construction for the first time ever.
This isn’t just a tech trend. It’s a full-blown AI-driven CAPEX revolution.
Office buildings are out. GPU warehouses are in.
ETHBTC exploded 123% off the lows and still, has barely flinched over the last few days - just a 7.5% pullback off the high during a market wide pullback.
$ETH hasn't shown this type of strength in ages.
The market knows ETH is being has a persistent bid from the lives of ETF + DATs/Treasury companies.
The greatest generational wealth transfer in history is coming.
The average gold holder is 55. The average Bitcoin holder is 35.
What do you think happens when Boomers pass down their gold to tech-native Millennials?
Bybit now holds 1M $HYPE ($46M), more than their 53k $BNB ($44M) holding.
They also have $62M USDT0 parked on Hyperliquid’s EVM (HyperEVM)… that’s 42% of all $HYPE on HyperEVM.
If you’re still not bullish on $HYPE, idk what to tell you.
Hyperliquid.
Ethena just soft-launched the front end of their new HIP-3 product… through a fresh X account: @hyenatrade 👀
This is the beginning of Hyperliquid’s everything market.
You’re simply not bullish enough.
Higherliquid.
🔥 The Perplexity finance mode is a cheat code.
I’ve moved all my crypto & finance related prompts from ChatGPT, Claude & Grok → Perplexity (Finance + web search mode).
Auto-picks the best model + optimizes it for financial alpha.
Nothing else comes close right now.
Ethena just soft-launched the front end of their new HIP-3 product… through a fresh X account: @hyenatrade 👀
This is the beginning of Hyperliquid’s everything market.
You’re simply not bullish enough.
Higherliquid.
The U.S. Treasury confirms the 200K BTC seized (currently held by the U.S. Marshals) will seed the Strategic Bitcoin Reserve.
AND they will also explore budget-neutral ways to keep stacking, executing Trump’s plan to make America the “Bitcoin superpower of the world.”
Bitcoin that has been finally forfeited to the federal government will be the foundation of the Strategic Bitcoin Reserve that President Trump established in his March Executive Order.
In addition, Treasury is committed to exploring budget-neutral pathways to acquire more
Stablecoins will remove trillions in economic friction, resulting in higher net profit margins for merchants, new economic value transfer, and increased monetary velocity. Meanwhile, DeFi will dramatically reduce the cost of credit. Internal data from the IMF supports this trend. In the US, blockchain providers already offer home equity lines of credit at rates more than 100 basis points cheaper than traditional options (with $11B in outstanding loans already) @RWA_xyz
The potential global economic unlock is worth a trillion dollars annually.
Something to keep an eye on:
BTC showing bearish divergence, while USDT dominance is flashing a bullish RSI divergence.
Could signal short-term risk-off event in days to come.
BTC’s current path is basically mirroring 2017, almost tick for tick.
The macro backdrop even rhymes: Trump in the White House, similar DXY and bond yield movement.
Assuming this continues to play out the same way, the real fireworks could be just around the corner.
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