While everyone is waiting for the âbubble in US stocksâ to finally burst, I have one question... why would this market burst now?
Liquidity hasnât disappeared. Itâs simply rotating to where the market sees strength: into BTC, ETH, large altsâbut more and more often also gold, oil, the S&P 500, #SpaceX, or other traditional assets.
According to #CryptoRank / Blockworks data for the last 90 days, among the most frequently traded assets on perp DEXs, itâs no longer just $BTC , $ETH , HYPY and SOL, but also $SPCXB , oil, gold, and the S&P 500.
Even in #crypto infrastructure you can see that capital hasnât left entirely. Itâs just not sitting there anymore where most retail looks for itâinside weak alts and dead narratives.
Thatâs why the question isnât âwhen will the stock bubble burst?â but rather âwhen will this liquidity start flowing back more broadly into crypto?â
Because if traditional assets are starting to generate this kind of volume even on perp DEXs, it doesnât look like a lack of capitalâit looks like a rotation.
Nowe zestawienie dobrze pokazuje, jak bardzo róşni siÄ podejĹcie krajĂłw do opodatkowania zyskĂłw z krypto...
W jednym kraju #HODL przez rok moĹźe oznaczaÄ 0% podatku, w innym paĹstwo chce zabraÄ 30%+, a w Holandii dochodzi temat opodatkowania nawet niezrealizowanych zyskĂłw.
Europa w piguĹce. Jednolity rynek, wspĂłlne regulacje, #MiCA , DAC8, wielkie hasĹa o harmonizacji⌠A potem kaĹźdy kraj i tak robi wĹasny podatkowy escape room. đ #Kryptowaluty $BTC
â ď¸ Kevin #Warsh w at the Congress - #FED does not announce victories over inflation.
The 2% target remains sacred, the strategy from 2020 is under review, the Fedâs balance sheet is to be an element of monetary policy, and #AI becomes one of the key topics for the economy, inflation, and the labor market.
The strongest quote for the market is that the FED does not want to bail out market participants. It also does not want to find itself in a situation where it has to rescue anyoneâincluding #krypto .
Putting it into market language: less âFed put,â more responsibility for oneâs own risk.
For #kryptowaluty this is an important signal. Fed Warsha looks more like stubborn inflation, balance-sheet control, less bailing out the market, more discipline.
đ¤ At the same time, Larry Fink #BlackRock says nobody should be surprised if #BTC reaches 700k. Coincidence? Maybe.
But when the worldâs biggest asset manager talks about levels like that, while the USA, Asia, and Europe are on the buy side, the market gets a very simple narrativeâinstitutions didnât come here for a quick trade.
The thinking direction of big capital is becoming increasingly clear. đ #Kryptowaluty $BTC
đ¤ What if... #JPMorgan ma is right? The biggest risk for #Bitcoin mo may not be the Strategy and BTC sales. Thatâs just short-term noise.
The real risk may relate to public blockchains.
If the tokenization of assets, payments, and settlement go mainly into closed financial infrastructure, then public networks like Ethereum, Solana, or Avalanche may receive less capital, less on-chain activity, and less liquidity.
Institutions will choose what they know: KYC, AML, control, privacy, legal accountability, and the regulator.
Even the CLARITY Act can strengthen banks if it opens the way to tokenized deposits and closed infrastructure. #TradFi BTC may survive as digital gold. But alts will have to prove that public blockchains are more than just casinos for retail. #Kryptowaluty #Blockchain $ETH $SOL $AVAX
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The market received mixed macro data from the USA and #Bitcoin immediately tries to catch its breathâan upside move toward the 62k area.
Not because the macro suddenly became perfect. Rather because a weaker labor market boosts hopes for a more dovish FED, and #crypto really likes any story about future liquidity.
The problem is that this is still not full risk-on.
Unemployment doesnât look disastrous, wages remain stable, and #FED is probably not yet getting a clear signal âyou can cut without riskâ.
Thatâs why this #BTC move is positive, but you need to watch whether the market holds the levels after the first reaction...
The first candle after the data is emotion. The marketâs real answer comes later. #Kryptowaluty #USA
And yet #Trump this is a beautiful example of the evolution of viewpoints. đ
In 2019, he said he wasnât a fan of Bitcoin and #krypto , because itâs ânot money,â itâs very volatile, âbased on thin air,â and could be used for illegal activities.
In 2021, he called #Bitcoin something that âlooks like a scam,â because it competes with the dollar.
Then 2024 came and Donald suddenly fell in love with crypto. And now we know why.
According to his 2025 financial disclosure, Trump was supposed to make more than $1.4 billion from crypto projects.
Including, among other things, $635 million from a memecoin $TRUMP , about $800 million from World Liberty Financial, tokens, stablecoins, selling stakes, staking #ETH, and other âsmallâ pleasures.
The Trump family was collectively meant to bring in more than $2.3 billion from crypto since returning to the White House.
So real estate, hotels, golf courses and the classic business are nice, but the biggest money printer turned out to be crypto.
And now itâs clear why Trump became the âcrypto president.â Not because he suddenly read the Bitcoin whitepaper. Itâs just that the market that once called it a scam started printing him more than the entire old business. đ #Kryptowaluty #USA #TradFi
đ¤ #Bitcoin ciekawostka. Since 2013, after a negative June, a positive July has come very often. For now, the market is still supporting this seasonality, but as we all knowâhistory offers no guarantee of a repeat.
Thatâs why Iâm not treating this move as the start of a big wave of euphoria, but rather as a healthy rebound after heavily overheated bearish sentiment and fear in the market.
Todayâs labor market data also helped the bulls. In the previous report, the economy was creating 172k jobs, and now, with expectations of 114k, we got only 57k. Companies are clearly slowing their hiring paceâso the economy is starting to cool down.
The market repriced this right away. Expectations for a more hawkish #FED have been pushed further into the future, which supports risky assets in the short term.
But we need to stay sober. Pressure on the economy doesnât disappearâitâs just building more slowly. Thatâs why I see this move as a locally bullish reset of sentimentânot as a certainty that the correction is already over. đĽ #Kryptowaluty $BTC
đ¤ #Bitcoin od the week goes on a thin line and they had a round level of 60k.
On one sideânothing seems to be happening. Sideways movement, no impulse, the market looks boring.
On the otherâthe tension is rising, because 60k is the last level that still holds the price reasonably well before it drops to the next daily support zone at 50k. And there, the bears are probably already rubbing their hands.
Before any further continuation of the sell-off, there may still be a local bounce upwardâmainly toward 63k, where the closest short stops may be sitting...
However, the main selling zone is around 68k. Thatâs where supply can defend the trend.
As long as #BTC is below this zone, technically itâs still hard to talk about a reversal. #Kryptowaluty $BTC
âď¸ Interesting signal! 50% of new holders #Bitcoin are already sitting at a loss.
Based on this indicator, weâre reaching levels similar to those the market saw in 2018 and 2022.
That is, exactly at the moments when most fresh capital was already tired, discouraged, and starting to doubt whether #BTC would ever return to growth.
Of course, this doesnât mean the bottom has to be today. But it shows that the market is no longer in a phase of euphoria. We are much closer to the stage of pain, capitulation, and handing back positions by those who bought too late. #Kryptowaluty $BTC
#ZachXBT mocno uderzyĹ w KYC in crypto. And it's hard not to agree with him!
In fact, #KYC is one of the least useful types of data for tracking cases #krypto , and in reality it helps⌠criminals most, when data is leaked.
That is, the user hands over documents, a selfie, an address, a phone number and their entire identity so that âitâs safer.â Then the platform leaks data, it ends up in the wrong hands, and responsibility magically gets blurred...
Even more interesting is the topic of age verification on the internet. Because under the slogan of âprotecting children,â itâs very easy to push through a system where every internet user has to prove who they are before they can do anything online. #Kryptowaluty
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đŻđľ #Japonia joins the trend that's becoming increasingly visible in #USA - crypto as a tool for diversifying currency risk.
According to Nikkei, a Japanese pension fund representing about 1,200 small and medium enterprises plans to allocate approximately 1% of its assets to #kryptowaluty by the end of the fiscal year 2026.
Not directly "going all in," but through passive funds that bundle several crypto assets, managed by large hedge funds.
The goal - diversification against currency risk and the potential decline of the dollar as the main reserve currency.
So, more and more institutions are starting to view #BTC and crypto not just as speculation, but as part of a larger puzzle - currencies, gold, alternative assets, and a hedge against changes in the global financial system.
This isn't mass retirement adoption yet. But it's another signal that #krypto is slowly finding its way into the portfolios of institutions that wouldn't even want to discuss this a few years ago. $BTC
Locally #WLD looks bullish and strong, but it's already at a key resistance level.
The most logical scenarios now are two variations... - A breakout and hold above 0.66 â continuation towards 0.75 / 0.85 / 0.95. - A rejection from the current zone â correction to 0.55â0.50, where you can look for buying reactions.
I wouldn't chase the candle here. It's better to wait for either a clean breakout with a retest or a correction to support. #WorldCoin looks like one of the stronger alts, but after such a move, the market often first shakes out late buyers before it goes further. #Kryptowaluty $WLD
âĄď¸ #Bitcoin zszedĹ do strefy zainteresowania kupujÄ cych na 4H.
Now, if the market is going to continue this bounce, we need to see some solid defense from the bulls. Right now, the situation looks pretty sketchy - the bears are clearly in charge.
A confirmation of the buyers' strength would be a quick buy-back of the dip and a candlestick with a long lower wick.
đ As long as the price stays above 60k, we can assume this might still be a "shakeout" for those who took the news too literally.
They opened shorts on the news of war - the market went up. After the peace news, they rushed into longs - the market is now down. Classic.
The market first punishes those who react too late, and only then shows the right direction. #Kryptowaluty $BTC
đ¤ The Bull-Bear market cycle indicator from #CryptoQuant still shows a bearish sentiment dominance in the market #krypto .
So, despite the bounces and attempts to build a local trend, market participants are still more afraid of dips than they believe in rallies.
The same sentiment can be seen in the stock market. According to surveys, even with a strong market and high index levels, more investors are leaning bearish than bullish.
And that's what's interesting... Markets often don't end their rallies when the majority is scared. They usually wrap it up when the majority starts to believe that dips are impossible. #Kryptowaluty #Bitcoin $BTC