Today, cryptocurrencies are back in the green as Bitcoin reclaims the $115,000 level. And Wintermute CEO weighs in on a new statement from the SEC that says certain liquid staking activities do not constitute the offer or sale of securities. Welcome to CNBC's Crypto World.I'm Talia Kaplan. Major cryptocurrencies and stocks are in the green today as investors analyzed the latest batch of corporate earnings following a negative session on Wall Street yesterday. Investors of course have been grappling with the ...

Market Trends & Bitcoin Price Prediction - Poly market estimates a 53% chance of Bitcoin dipping below $100,000 by the end of the year [1] - Bitcoin could potentially reach $140,000-$150,000, but a drop below $100,000 is also possible [2] - A year ago, Bitcoin was in the $40,000 range, indicating a significant 3x increase in the past year [3][4] - The next significant Bitcoin pullback is expected in 2026 [16][17] Bitcoin as an Investment - Bitcoin is now viewed as a risk-on asset, correlated with equities and global M2 money supply [4][6][7] - Equities show the best correlation to inflation, followed by cryptocurrencies as a risk asset [5][6] - For investors, owning spot Bitcoin directly is preferred, followed by a Bitcoin ETF, and then a treasury company holding Bitcoin [15] Alternative Cryptocurrencies - The company is spending time in Bitcoin and other cryptocurrencies like SU, XRP, and HAR [8] - Litecoin is gaining favor as it is faster and cheaper than Bitcoin, acting as "silver to Bitcoin's gold" [9][10] - Ethereum is viewed as a platform with applications built on top, using ETH as a currency to power transactions, unlike Bitcoin which is more like a currency such as the dollar [11][12] Corporate Treasury Trend - The trend of companies adding cryptocurrencies to their balance sheets may have peaked [13] - Holding Bitcoin on a company's balance sheet is a smart move for transacting in the digital economy, similar to holding foreign currency reserves [14] - Treasury companies holding Bitcoin trade at premiums, and a significant Bitcoin price drop could trigger forced selling due to convertible notes and preferreds [16]

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting with competent advisors before making any financial decisions, particularly in the context of investments and trading [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information should not be interpreted as recommendations or advice for investment actions [1]. - The content is not tailored to individual financial situations or needs, highlighting the necessity for users to apply their own discretion [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - Users are encouraged to perform their own research and understand the risks involved before investing in any financial instruments [1].

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Crypto Market & Bitcoin Dominance - The crypto industry believes America is already the capital of Bitcoin and crypto, citing the most mining hash rate, Bitcoiners, liquid capital markets, and ETFs [3] - The industry views the current regulatory environment as a shift from fighting against crypto to embracing it, with regulators aiming to ensure it thrives in America [6] - The industry believes Bitcoin is entering every corner of the financial system, with large financial institutions and regulators expected to participate and create appropriate rules [6] Financial Institutions & Crypto Adoption - Financial institutions are realizing they cannot take personal or political stances against crypto, as they risk alienating customers and losing market share to crypto-native companies [9] - Banks are facing pressure to embrace crypto as younger generations distrust legacy players and prefer new financial systems offered by companies like Robinhood and Coinbase [10][11] - Major banks' CEOs are indicating their firms will enter the crypto space once they receive the right approvals or make internal decisions [17] - JP Morgan's partnership with Coinbase allows JP Morgan clients to transfer money more easily to Coinbase to buy crypto assets [18] Coinbase Performance & Strategy - Coinbase posted $1.5 billion in revenue and $1.44 billion in net income in Q2 [21] - Coinbase is increasing its Bitcoin treasury, signaling a long-term commitment to the cryptocurrency [21] - The industry recognizes Coinbase as a crucial company for onboarding people to Bitcoin [22] Investment Strategies & Market Dynamics - The report suggests that Berkshire Hathaway's value has declined since Warren Buffett stepped down, with its stock underperforming the S&P 500 by 26% [26] - Berkshire Hathaway holds 30% of its value in cash, which the report argues is a detriment to shareholder value in a world of currency debasement [27] - The report argues that central banks and politicians are intervening to prevent market crashes, making traditional value investing strategies less effective [32] - The report suggests that the key investment idea for this generation is that governments will continue printing money, and investors should find ways to capitalize on this through assets like gold, Bitcoin, and real estate [44][45] - The S&P 500, when priced in Bitcoin, is down 85% since 2020, highlighting the potential of hard currencies in a debasing fiat currency environment [47] Generational Shift & Technological Innovation - The report suggests that investors who bet on change and embrace new technologies like AI and Bitcoin are outperforming those who bet on the world not changing [49][50] - The report highlights that a few large companies in the S&P 500, those embracing new technology, are responsible for most of the earnings per share growth [53] - The report uses the analogy of "The Lion King" to illustrate a generational shift, with younger leaders ("Simba") taking over from older ones ("Mufasa") in companies [61][64]

Core Insights - The article emphasizes the importance of conducting thorough due diligence before making any financial decisions, particularly in the context of investments and trading activities [1] Group 1 - The content includes general news and personal analysis intended for educational and research purposes [1] - It highlights that the information provided is not a recommendation or advice for any financial actions [1] - The article warns that the information may not be accurate or provided in real-time, and prices may be sourced from market makers rather than exchanges [1] Group 2 - The website discusses complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1] - It encourages individuals to perform their own research and understand the risks involved before investing in any financial instruments [1] - The article states that FX Empire does not endorse any third-party services and is not liable for any losses incurred from using the information provided [1]

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading activities [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].

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Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].

Political & Regulatory Landscape - France's Rassemblement National is drafting a bill to use surplus nuclear power to mine Bitcoin [1] - The party's stance on cryptocurrencies has evolved from calling for a ban in 2016 to supporting direct production in 2025 [1] Cryptocurrency & Energy - The bill proposes utilizing surplus nuclear power for Bitcoin mining [1]