The US Dollar 💵 is down 15% YTD. That means if your ALTS are not up 16% you are not at a profit.

Does anyone have experience with the CL Card?

Hey DeFi fam, sharing some key insights from our live call earlier today that could impact our strategies moving forward. 🎯 The Cycle End Signal to Watch The most reliable indicator for timing cycle ends? Weekly closes on BTC below the 50-week moving average. Historically, when we see a couple of consecutive weekly closes below this level, it's been a consistent signal that the cycle is over. We're nowhere near that yet. 🚀 Why This Euphoria Has Legs With the current administration's plans to expand credit impulse in the US, we're likely looking at several more months of real euphoria before any major correction. When that correction comes, expect it from much higher levels than where we are today. 💡 The MSTR Debate While MicroStrategy (MSTR) gets a lot of attention as a Bitcoin proxy, consider this perspective: - Spot holdings offer more direct exposure without the complexity - Digital asset treasury companies represent an unproven model - For those already comfortable with buying, lending, and hedging crypto directly, MSTR might be unnecessarily complicated As one community member put it: "Why get cute with MSTR when you already know how to handle the underlying assets?" 🏆 The Gold-to-Bitcoin Rotation Thesis Here's something fascinating to monitor: Liquidity has been flowing into gold rather than Bitcoin recently. There's historically been a lagging correlation where: 1. Gold rips first 2. Gold consolidates gains 3. Bitcoin starts moving upward (potential rotation from gold → BTC) How to track this: Watch Bitcoin priced in gold terms. If BTC breaks above 36 in gold terms, it would invalidate the current head and shoulders pattern and confirm the rotation is happening. 📈 Treasury Yields: The Hidden Variable Remember last September when Powell cut rates by 50 basis points? Long-end yields pushed higher, driving the dollar up - but Bitcoin rallied anyway. We're seeing similar dynamics now after the recent 25 basis point cut. This could create near-term headwinds, but history suggests Bitcoin can power through.

1. GENIUS Act Signing: President Donald Trump has signed the GENIUS Act into law, aiming to lead the global digital currency revolution, prioritize consumer protection, strengthen the U.S. dollar’s reserve currency status, and bolster national security in the digital market. The act includes regulations for stablecoins, reserve requirements, alignment of state and federal frameworks, and combatting illicit activity in digital assets. 2. Expanding Crypto Empire: The Trump family is expanding their cryptocurrency empire with plans for a digital asset treasury company called Trump Media Group CRO Strategy in partnership with Crypto.com. This expansion aligns with efforts to position the United States as a global leader in cryptocurrency. 3. "Crypto Week" Announcement: The House of Representatives announced the week of July 14th as "Crypto Week." During this time, the House plans to consider key legislation related to digital assets, including the CLARITY Act, the Anti-CBDC Surveillance State Act, and the Senate's GENIUS Act. These legislative efforts aim to establish a clear regulatory framework for digital assets to make America the crypto capital of the world. These developments indicate a significant focus on digital assets and cryptocurrency within the Trump administration, with efforts to promote innovation, consumer protection, and the leadership of the United States in the digital assets market. Stay tuned for further updates and announcements related to these initiatives. text of the GENIUS Act (S. 1582) that was passed by Congress on July 18, 2025. The full text of the bill is quite detailed, but here is a summary of key points based on the provided information: 1. Short Title: The Act is named the "Guiding and Establishing National Innovation for U.S. Stablecoins Act" or the GENIUS Act. 2. Purpose: The Act is designed to provide for the regulation of payment stablecoins and includes provisions for other purposes related to digital assets. 3. Definitions: The Act includes definitions for terms such as Bank Secrecy Act, Board (referring to the Board of Governors of the Federal Reserve System), Comptroller (referring to the Comptroller of the Currency), Comptroller-regulated entity, Corporation (referring to the Federal Deposit Insurance Corporation), digital asset, distributed ledger, Federal qualified nonbank payment stablecoin issuer, institution-affiliated party, and insured depository institution. 4. Regulation: The Act aims to regulate payment stablecoins issued by nonbank entities, establish certifications for payment stablecoin issuers, and provide oversight by primary Federal payment stablecoin regulators. 5. Digital Assets: The Act addresses digital representations of value recorded on cryptographically-secured distributed ledgers and the use of technology to maintain the integrity of public ledgers. 6. Stability and Security: The Act includes measures to ensure the stability and security of payment stablecoins, as well as to regulate and supervise Comptroller-regulated entities.

All I see is resistance, Btc down but not out ?