🔥 The market may be underestimating the July FOMC meeting.
While most participants expect the interest rate to be kept unchanged, more and more views are emerging that the possibility of a hike can no longer be ignored. This is only one of the possible scenarios, but it deserves attention.
Why do some analysts allow for a rate hike as early as July?
➟ Inflation is still above the Fed’s target level, and rising energy prices along with a strong economy could push the regulator toward a tighter policy.
➟ The US economy continues to look resilient: the labor market remains strong, businesses are actively investing—especially in the AI sector. This gives the Fed room to fight inflation.
➟ Inside the FOMC, statements from individual members are already being heard that allow for a rate hike if inflation risks persist.
If this scenario plays out, the market could see: • bond yields rise; • the US dollar strengthen; • pressure on cryptocurrencies and gold; • a sharp surge in volatility.
It’s important to understand that this is not the market’s base scenario, but one of the analytical viewpoints that investors are watching closely right now.
I've been watching for a long time how @BabylonLabs_io are trying to solve the problem of BTC utility in the DeFi sector (not everyone manages it, which is why it's interesting). Their concept of Trustless Bitcoin Vaults (TBV) looks at least sound on paper (but we know fundamental analysis and will apply it in practice 😄☝️). The idea of staking Bitcoin directly, without bridges and custodians, really addresses the main pain point holders have regarding coin security (but it also raises the question: «could an AI be able to hack it over time?»). If this TBV architecture takes off in the mainstream, it could significantly shake up the market. Against this backdrop, you definitely should keep an eye on the token $BABY 's dynamics in the near future, as well as on TVL across networks, because it may be one of the criteria confirming interest in this direction. #baby
Delisting is when an exchange removes a token from trading. After that, liquidity often drops sharply, and the price may fall.
Statistics for the first half of 2026 show that DeFi projects were hit the hardest, followed by GameFi and meme coins. The fact that a project belongs to this category does not mean it is necessarily bad, but it serves as a reminder of how important it is to research before buying.
We were talking on a stream recently that they still haven’t started eating up the copycats, and all the “investors” are still in a bull market 🤣🤣🤣
📉 An attempt to repeat the Strategy ended with selling all BTC.
Satsuma Technology has officially abandoned its bitcoin strategy.
Shareholders approved: • the sale of all 668 BTC (about $44.4 million); • returning capital to investors; • delisting the company from the exchange.
More than 90% of the attendees voted in favor of this decision.
Previously, Satsuma Technology tried to implement a model similar to Michael Saylor’s Strategy, making Bitcoin the company’s key asset. However, after the share price fell by more than 99%, the company’s largest investors began demanding a change in direction.
One of the initiators was Pantera Capital, a fund that owns about 7% of the company, which pushed for selling the BTC and returning funds to shareholders.
The story once again shows that simply copying someone else’s strategy doesn’t guarantee success. It’s not only about buying Bitcoin, but also about having a resilient business model, sound capital management, and investors’ trust. Even a strong idea may not work if the company can’t survive periods of high market volatility.