The easiest BTC trade:
When both SPX and BTC dump and gold pumps (like today!) on bad macro news, just buy the BTC dip.
BTC has low long-term correlation with equities and risk assets (Blackrock did the research; don't listen to CT on this).
Short term correlation with risk…
Looking at ETF flows through August and it’s crazy how much investor preferences shifted.
On the surface, you’d think money was leaving crypto, spot 𝐁𝐓𝐂 𝐄𝐓𝐅𝐬 saw ~$𝟕𝟓𝟏𝐌 in outflows. Fidelity’s FBTC, ARKB, 21Shares, and even Grayscale’s GBTC all bled heavily. Not all…
September has always carried that “red month” stigma in crypto.
Historically, BTC closed negative in 8 of the last 12 Septembers.
But this year feels different.
• $BTC is steady above $111K
• Total crypto mcap ~ $3.8T (not bleeding)
• Sentiment still neutral, not panic
•…
Yield-bearing stablecoins are gaining real traction. Let’s be real, I’d rather have my stables generate returns for me than take up space in my wallet while staying “stable”.
YBS protocols typically generate returns from DeFi activities like lending, staking rewards, and RWAs,…
Rate cuts are back on the table.
Futures now price a near-certainty of easing by September.
The dollar is soft. Real yields are retreating.
In traditional markets, this flattens the curve.
In crypto, it steepens the cycle.
Let’s break down why 🧵
It’s crazy how we’re witnessing a major shift in the space. We wanted mass adoption, and now we’ve got it, Web2 giants aren’t just speculating crypto anymore, they’re now building on-chain.
Just in the last few weeks:
▪️Stripe → Tempo, a payments L1 with Paradigm. Stripe…
Stop scrolling!
Can we take a moment to look at NEAR, amid all the noise it’s quietly ascending the L1 ladder 🔥
• 16M in Weekly Active Users (↑18% this month), outpacing Solana & BNB in weekly usage
• Stellar just integrated via NEAR Intents → cross-chain utility growing…
Really miss the days when we had narrative runs.
The AI sector shed half its market cap from ATH last December. Even when the entire market ran last week, most AI tokens barely moved.
Is it an unusual cycle? Yes. Is AI the only sector underperforming? Not at all.
I mean, DePIN…
Latest FOMC minutes show Fed discussed stablecoins during July meeting…
That’s right.
Stablecoins.
“Payment stablecoins could help improve the efficiency of the payment system.”
So many theories flying around:
▪️ “Bear trap confirmed”
▪️ “Whales shaking out paper hands before full send”
▪️“It’s over, sell everything”
Meanwhile, I’m just glad alts are holding up. Rare to see BTC red without alts nuking alongside, it’s refreshing.
FOMC update later…
RWAs aren’t just about tokenizing assets, they need standards that make them usable, compliant, and tradable.
That’s where @MavrykNetwork comes in with their MRC token standards built specifically for asset tokenization.
Here’s what each one does ↓
• MRC-10 → Basic…
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