Forwarded from Wu Blockchain News
On July 10 (ET), Bitcoin spot ETFs recorded a total net inflow of $1.179 billion, marking the second-highest in history. Ethereum spot ETFs saw a total net inflow of $383 million, also the second-highest on record. — link
Forwarded from Wu Blockchain News
South Korea's largest crypto exchange, Upbit, will list ENA trading pairs with KRW, BTC, and USDT, with trading starting at 5:00 PM local time on July 11. Ethena is a Delta-neutral stablecoin protocol based on ETH. — link
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Forwarded from unfolded. DeFi
Percentage of total ETH supply staked is currently standing at an all-time high of 29.26% — link | AI comment
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interesting thread by threadguy on how crypto/finance streamers will be the biggest in the world
1 threadguy viewer's networth = 100 kai cenat viewers
https://x.com/notthreadguy/status/1943468616894345554
1 threadguy viewer's networth = 100 kai cenat viewers
https://x.com/notthreadguy/status/1943468616894345554
X (formerly Twitter)
threadguy (@notthreadguy) on X
crypto/finance streamers will be the biggest in the world because watching the best ones makes you money. no one else can do this 👍
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i don't watch streamers, but from what i know most of speed/kai/adin's viewer base are mostly young kids or young adults that seemingly feeds off brainrot (assumption)
in that aspect it might be true regarding networth, but aren't there people trying to do finance streams/videos today already?
how different would it be? would the average human even be interested in growing their wealth over comfort content? mental health, stress, and all else being topics of today
pump will be trying to grow their streaming feature, would it be possible for a big finance/crypto streamer to boom from there instead of twitch/kick/tiktok? given the general theme of the platforms
in that aspect it might be true regarding networth, but aren't there people trying to do finance streams/videos today already?
how different would it be? would the average human even be interested in growing their wealth over comfort content? mental health, stress, and all else being topics of today
pump will be trying to grow their streaming feature, would it be possible for a big finance/crypto streamer to boom from there instead of twitch/kick/tiktok? given the general theme of the platforms
interesting take to think about
how then can we capture upside of this? maybe of streamers that we think will grow exponentially
creator capital markets? (if the creator has a token)
if not... streaming platforms?
as of right now, seems sort of impossible yes:
https://fxtwitter.com/notthreadguy/status/1943474572889854445
how then can we capture upside of this? maybe of streamers that we think will grow exponentially
creator capital markets? (if the creator has a token)
if not... streaming platforms?
as of right now, seems sort of impossible yes:
https://fxtwitter.com/notthreadguy/status/1943474572889854445
🧵 Thread • FxTwitter
threadguy (@notthreadguy)
the unique part about this prediction if you will is its sorta impossible to bet on
Forwarded from QCP Broadcast
QCP Asia Colour - 11 July 2025
Happy All-Time Highs
One hundred and eighteen thousand U.S. dollars. That’s where Bitcoin trades this morning, a milestone level that reflects both exuberance and structural strength.
Macro Driver No. 1: Frontloading Ahead of Tariffs
The Trump tariff flywheel is back in motion as global manufacturers and exporters accelerate imports, inventory buildup and production to preempt implementation. This frontloading wave has triggered a significant expansion in trade and manufacturing credit, a form of just-in-case financing that reflects the lingering uncertainty of prior tariff cycles.
Will Trump delay implementation once again? That remains to be seen. But repeated cycles of tariff threats and postponements have contributed to positive uncertainty. Business sentiment and manufacturing indices have remained firmly in expansion territory.
A key signal lies in copper prices, often referred to as Doctor Copper for their predictive power in macroeconomic health. Prices have climbed alongside industrial demand and improving liquidity conditions.
Macro Driver No. 2: Fiscal Dominance in Full Force
As previously highlighted, U.S. financial conditions remain loose despite elevated Fed policy rates. The result is a Goldilocks-like equilibrium where consumer price inflation remains contained while economic activity continues to expand.
The real engine behind this dynamic is fiscal dominance. High interest rates are leading to larger interest payments by the Treasury. These flows are a net positive for the U.S. economy when reinvested into household and corporate balance sheets. Bondholders, particularly cash-rich tech firms, financial institutions and HNWIs, are the key beneficiaries.
Meanwhile, the U.S. Treasury under Bessant is deploying an Activist Issuance Strategy. It has been issuing short-term Treasury bills and using the proceeds to repurchase off-the-run longer-dated bonds. This approach effectively monetises the debt maturity profile and helps to reduce rate volatility.
Short-dated bills are increasingly treated as cash equivalents, and the relative suppression of long-term issuance has helped keep the MOVE index low and credit spreads tight. This has created an environment where financial assets can steadily move higher, supported by strong nominal growth.
Signs of Froth = Signs of Mass Adoption?
With copper and global equity indices breaking to new highs, it is reasonable to see monetary debasement hedges such as gold and Bitcoin following suit. Inflows into ETFs and publicly traded crypto treasuries continue to outpace token issuance and miner selling.
This momentum may feed on itself. As long as ETF shares and crypto-treasury equities trade at a premium to NAV, the structural bid remains in place.
Leading indicators include: Strategy’s preferred STRK shares holding firm, and SharpLink consistently absorbing ETH-related selling.
As one seasoned observer put it, "signs of froth are often indistinguishable from signs of mass adoption."
Happy All-Time Highs
One hundred and eighteen thousand U.S. dollars. That’s where Bitcoin trades this morning, a milestone level that reflects both exuberance and structural strength.
Macro Driver No. 1: Frontloading Ahead of Tariffs
The Trump tariff flywheel is back in motion as global manufacturers and exporters accelerate imports, inventory buildup and production to preempt implementation. This frontloading wave has triggered a significant expansion in trade and manufacturing credit, a form of just-in-case financing that reflects the lingering uncertainty of prior tariff cycles.
Will Trump delay implementation once again? That remains to be seen. But repeated cycles of tariff threats and postponements have contributed to positive uncertainty. Business sentiment and manufacturing indices have remained firmly in expansion territory.
A key signal lies in copper prices, often referred to as Doctor Copper for their predictive power in macroeconomic health. Prices have climbed alongside industrial demand and improving liquidity conditions.
Macro Driver No. 2: Fiscal Dominance in Full Force
As previously highlighted, U.S. financial conditions remain loose despite elevated Fed policy rates. The result is a Goldilocks-like equilibrium where consumer price inflation remains contained while economic activity continues to expand.
The real engine behind this dynamic is fiscal dominance. High interest rates are leading to larger interest payments by the Treasury. These flows are a net positive for the U.S. economy when reinvested into household and corporate balance sheets. Bondholders, particularly cash-rich tech firms, financial institutions and HNWIs, are the key beneficiaries.
Meanwhile, the U.S. Treasury under Bessant is deploying an Activist Issuance Strategy. It has been issuing short-term Treasury bills and using the proceeds to repurchase off-the-run longer-dated bonds. This approach effectively monetises the debt maturity profile and helps to reduce rate volatility.
Short-dated bills are increasingly treated as cash equivalents, and the relative suppression of long-term issuance has helped keep the MOVE index low and credit spreads tight. This has created an environment where financial assets can steadily move higher, supported by strong nominal growth.
Signs of Froth = Signs of Mass Adoption?
With copper and global equity indices breaking to new highs, it is reasonable to see monetary debasement hedges such as gold and Bitcoin following suit. Inflows into ETFs and publicly traded crypto treasuries continue to outpace token issuance and miner selling.
This momentum may feed on itself. As long as ETF shares and crypto-treasury equities trade at a premium to NAV, the structural bid remains in place.
Leading indicators include: Strategy’s preferred STRK shares holding firm, and SharpLink consistently absorbing ETH-related selling.
As one seasoned observer put it, "signs of froth are often indistinguishable from signs of mass adoption."
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