Crypto Mumbles – Telegram
Crypto Mumbles
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things I mumble to myself about crypto

basically my transparent crypto diary

education, analysis, and trades 🙂

Twitter: https://twitter.com/dpycm
Medium: https://medium.com/@dpycm
Lifemax (non-crypto): t.me/humblespace
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Forwarded from War & Gore (Alpha97.in)
Iran's Supreme Leader is expected to declare all-out war in the coming hours.
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Forwarded from Walter Bloomberg
US STRIKES ON IRAN ARE ON THE TABLE, INCLUDING NUCLEAR FACILITIES, ACCORDING TO TWO SENIOR WHITE HOUSE OFFICIALS CITED BY FOX NEWS
(@WalterBloomberg)
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Forwarded from alpha please
Finding it impossible to be bearish on crypto (yes, short term Summer chop probably, but zoom out).

A few thoughts:

The U.S. Senate just passed the GENIUS Act, the first comprehensive federal legislation for fiat-backed stablecoins.

Stablecoins already power the largest real-world use case in crypto:

• $250B+ live onchain
• Instant global settlement
• < $0.01 tx fees
• Open API for money

Now, it gets a legal foundation to go global. It's huge and not to be faded.

This lays the groundwork for trillions in stablecoin settlement volume. It's huge for DeFi.

Every bank, fintech, and payments processor now has a regulated, programmable digital dollar they can actually use.

The biggest bottleneck was legal clarity, which is now gone.

But stablecoins aren’t just for payments. They’re the gateway to speculation, as all the degens on here are aware.

They’re the liquidity base layer of the entire crypto economy.

At the same time, regulators are quietly easing capital rules for U.S. banks.

That frees up bank balance sheets.

More capital = more lending
More lending = lower rates
Lower rates = more risk appetite
More liquidity = stronger BTC tailwinds

BTC thrives when liquidity expands and stablecoins amplify that liquidity. TradFi + Crypto are now structurally aligned for it.

So in summary we have:

• Stablecoins getting federal clarity (DeFi to benefit)
• Banks regaining liquidity
• Borrowing costs likely heading lower
• BTC acting like a macro hedge with clear investor demand (I haven't even mentioned the BTC company treasury ponzi bubble that is growing)

Being bearish here requires me to fade regulatory clarity, institutional momentum, and macro tailwinds.

Find the right coins, have a little patience, and enjoy your Summer.
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Forwarded from unfolded.
Senate passes stablecoin bill GENIUS act, in a 51-23 vote, turning focus to House — link| AI comment
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don't let ct fool you into thinking you have to double every few months or you're underperforming

https://x.com/Crypto_McKenna/status/1935322001184260267
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Forwarded from unfolded.
FED: no changes in rates. | AI comment
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Forwarded from Tradehaven
Elon Musk's social media platform X is getting closer to becoming a super app like China's WeChat, as CEO Linda Yaccarino told Financial Times that users will be able to make investments or trade on X and use an X-branded debit card
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Forwarded from Watcher Guru
JUST IN: 🇺🇸 Federal Reserve's Christopher Waller says "could cut rates as early as july meeting."

@WatcherGuru
Forwarded from Crypto Narratives
Altcoins : 6 days of fun allowed every 3 months
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Forwarded from Walter Bloomberg
FOX NEWS: U.S. USED 30 TOMAHAWK MISSILES ON OTHER IRANIAN NUCLEAR SITES
(@WalterBloomberg)
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Forwarded from Walter Bloomberg
IRAN STATE TV: EVERY AMERICAN CITIZEN OR MILITARY IN THE REGION IS NOW A TARGET
(@WalterBloomberg)
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RTRS: IRAN'S PARLIAMENT APPROVES CLOSING HORMUZ STRAIT, TOP SECURITY BODY REQUIRED TO FINALIZE DECISION ON THIS MEASURE - PRESS TV REPORTS