Market Overview - Crypto market breakdown highlights Bitcoin price action, Solana's explosive breakout, and Hyperliquid's USDH stablecoin decision [1] - The report assesses the macro backdrop ahead of the FOMC and the latest ETF flows [1] - Institutional moves are reshaping the landscape for Bitcoin, Solana, and altcoins [1] Bitcoin Analysis - Recap of last week's volatility, key support/resistance levels, and ETF-driven momentum ahead of the Fed meeting [1] Stablecoin Market - Hyperliquid USDH vote results and implications for stablecoin markets, impacting HYPE price action [1] - Hyperliquid's stablecoin rollout could challenge Circle's USDC dominance and reshape stablecoin market share [1] Solana Analysis - Solana breakout driven by institutional capital inflows, including Forward Industries' $165 billion deal and Galaxy Digital's $700 million buy, with a technical outlook beyond $250 [1] Altcoin Market - Top altcoin performers and Treasury-driven accumulation trends are highlighted, with coins to watch this week [1] Macro Events - Key macro events include jobs data, CPI/PPI surprises, FOMC preview, and key dates for altcoin unlocks and upgrades [1]

America's labor market is showing serious cracks. Hiring has cooled off, layoffs are climbing, and those help wanted signs are quietly disappearing from storefronts across the country. So, is this the start of a recession that will crush markets.Or is it just the kind of economic hiccup that brings the rate cuts everyone has been begging for without triggering a full-blown panic. Today, we're cutting through the economic noise and breaking down what this labor wobble actually means for your portfolio. My na ...

There's a story going around that Wall Street veteran Tom Lee single-handedly saved Ethereum. That through a master stroke of financial engineering, he swooped in to rescue the world's second largest crypto from the brink of collapse. But is this what really happened.Because when you dig into the weeds, you find a story that's far more ambitious and potentially far more dangerous than a simple rescue mission. And this is the story of the single biggest institutional bet ever placed on Ethereum, a multi-bill ...

Crypto Scam Overview - Crypto scams spike during bull runs, blending old tricks with new tech like wallet drainers and AI deep fakes [1] - A single click can wipe out crypto users, highlighting the need for caution [2] Common Crypto Scams - **Copycat Tokens:** Scammers create fake tokens with the same name/ticker as legit projects, exploiting FOMO and potentially leading to address poisoning [4][6][7] - **Wallet Drainers:** Malicious code that takes control of wallets, often through connecting to sites/apps and signing prompts [13][14] - **Shills and Rug Pulls:** Paid promotions or celebrity endorsements funneling volume into tiny pools for insiders to offload tokens, resulting in hard or slow rugs [19][20] - **Unknown Tokens:** Mystery drops engineered to make users swap, send, or follow links, leading to wallet draining [24] - **Social Engineering:** Scammers use human interaction and manipulation to push users towards transfers or logins, often supercharged by AI [29][30] Prevention Measures - Use official sources (project's X account, website) to copy contract addresses and confirm across multiple platforms [9] - Respect warnings from DEXs like Uniswap and take time for sanity checks using charting sites [10][11] - Use a burner wallet for mints, new DApps, and airdrop claims, and revoke approvals using tools like RevokeCash [18][19] - Treat glowing write-ups and viral threads with cynicism, checking for disclosures and doing due diligence on tokenomics [21][23] - Ignore unknown tokens in your wallet and adjust token visibility settings [27] - Don't reply to cold outreach and be cautious with live streams promising unrealistic returns [32]

Market Analysis - Bitcoin's price action is being shaped by whale activity and regulatory updates [1] - The market experienced moves from $112 thousand breakouts to support tests [1] - Macro drivers include jobs data, Fed rate cut odds, and gold's new all-time highs [1] - Altcoins like Cardano, Polkadot, and Avalanche are attempting to reclaim past highs [1] Regulatory and Adoption Trends - Regulatory shifts involve the SEC & CFTC's latest stance, the Fed's stablecoin press conference, and 24/7 trading talks [1] - Crypto adoption is influenced by institutional partnerships, tokenized assets, and ETF flows [1] Specific Events - World Liberty Financial (WLFI) experienced launch chaos, token burns, Justin Sun's frozen tokens, and insider sentiment issues [1] Trading Insights - Trading insights include chart levels, whale moves, and cycle expectations [1]

Recently, the US passed sweeping stable coin regulations, setting the stage for dozens, maybe even hundreds of different digital dollars to flood the world. Central banks and governments everywhere are now scrambling to respond. Some are pushing forward new stable coin legislation, while others are even considering launching their CBDC's on public chains like Ethereum and Salana.That's why today we're breaking down exactly how the rest of the world is reacting to the US's stable coin play and whether it's u ...

While crypton natives scan their token watch lists, moonshots might be easier to find in the good old-fashioned stock market. Crypto companies are going public. Their stocks have gone parabolic, and crypto exchanges are queuing up to be next.But with some exchanges posting shaky numbers, it has many investors wondering whether these crypto stocks are worth it. That's why in this video, we'll break down the growing trend of exchanges going public and ask whether their stocks are worth your time and money. My ...

Market Cycle Analysis - The crypto market cycle typically follows a 4-year pattern, with 1-2 years of bull market and 2-3 years of bear market [4] - The crypto market is nearing the end of the bull phase, with Bitcoin having realized most of its gains and capital rotating into large-cap altcoins like Ethereum and Solana [4][12] - History suggests it may be prudent to start taking profits on Bitcoin, while it might be early to take profits or cut losses on altcoins, depending on individual circumstances [5] Profit-Taking and Loss-Cutting Strategies - Taking profits or cutting losses depends on personal circumstances, including time horizon, wealth level, risk tolerance, and tax jurisdiction [6] - It's unlikely to sell all crypto at the perfect time, so consider whether being early or late is easier to manage [14] - For altcoins, identify key resistance levels using the Bollinger Band indicator on the monthly chart to determine potential profit-taking points [22][23][24] - Partial profit-taking at different resistance levels can mitigate the risk of selling too early [30][31] - The same methodology used for taking profits can be applied to cutting losses, especially if the altcoin has a good chance of recovery [36][37] Risk Management and Capital Allocation - Be cautious about rotating capital into other cryptos or asset classes after taking profits, as there's often overlap between crypto and macro market cycles [41] - Stablecoins and tokenized gold carry counterparty risk, which can be amplified during bear markets [42][43] - Consider holding assets with zero counterparty risk, like Bitcoin or gold, for long-term value preservation [45][46]

Global Economic Outlook - 全球经济分裂为通胀和通缩两个极端，给经济带来前所未有的挑战 [2] - G20 国家的通货膨胀率仍然维持在 3.8%，预计至少在 2026 年才能达到中央银行的目标 [4] - 中国面临需求驱动型通缩，房地产市场崩溃导致消费者信心下降 [22][23][24] Inflation Drivers - 疫情后的通货膨胀是由前所未有的财政刺激、供应链混乱和宽松的货币政策同时冲击造成的 [5][6] - 欧洲央行的分析表明，2022 年企业利润占欧元区通货膨胀的三分之二，而历史平均水平为三分之一 [10] - 乌克兰和俄罗斯合计供应全球 30% 的小麦、20% 的玉米和 80% 的葵花籽油，战争扰乱了这些资源流动，导致商品价格上涨 [10][11] - 美联储研究估计，乌克兰战争直接导致 2022 年全球通货膨胀增加 1.3 个百分点，相当于全球经济额外增加 1.3 万亿美元的成本 [12] Deflationary Pressures in China - 中国房地产市场占经济的 30%，占家庭财富的 70%，房地产价格下跌 15% 到 30% 不等 [23] - 中国现在生产了全球 70% 的太阳能电池板、60% 的电动汽车和 75% 的电池，国内需求疲软导致产能过剩，只能以极低的价格出口 [25][26] - 摩根大通估计，中国的通货紧缩可能会使全球核心商品通货膨胀率降低 70 个基点 [31] Central Bank Policies and Divergence - 美联储在 18 个月内将利率从 0% 提高到 5.5%，这是 40 年来最快的紧缩周期 [20] - 中国人民银行正在放松货币政策，但由于信心不足和债务负担沉重，效果不佳 [41] - 各国央行政策分化，美国和欧洲的债券可能因降息而上涨，而中国的债券收益率受到抑制，日本的收益率则在几十年后首次上升 [43] Structural Inflationary Forces - 气候变化导致干旱摧毁农作物，洪水破坏供应链，热浪屠杀牲畜，所有这些都导致食品价格上涨 [35][36] - 能源转型需要大量的铜、锂、钴和稀土，对这些材料的需求正在爆炸式增长，而供应仍然受限 [37] - 由于对石油和天然气的投资减少，传统能源供应变得更加紧张，任何地缘政治冲击都会导致价格飙升 [37] Crypto Market Implications - 持续的通货膨胀，但又不足以触发 20% 的利率，对加密货币来说是一个有利的环境 [45] - 中国经济面临通缩，促使富裕的中国人寻求在中国大陆以外的价值储存手段，加密货币提供了一个后门 [46] - 各国央行政策分化造成波动和不确定性，这正是加密货币作为一种非相关资产发光发热的时候 [46][47]

[Music] Summer blues. As the holidays draw to a close, BTC ends August with a whimper. Is the 100K level now in danger? Recber. Historically, this is a bad month for financial markets. But amidst the gloom, there are some factors that could take us higher. Today's the day. After months of waiting, the Trump family crypto project is about to go live. Here's what you need to know about some of those crazy numbers and a look at last week's top performers, tweets of the week, dates for your diary, some god tier ...