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A major breakthrough has just arrived for Bitcoin and the crypto industry from one of the most influential financial regulatory bodies in the United States. The Federal Housing Finance Agency (FHFA), which oversees the country’s largest mortgage liquidity providers, has issued a directive that could change how digital assets are viewed. Under this directive, mortgage liquidity providers have been officially ordered to begin preparations for considering cryptocurrencies as part of a borrower’s asset portfolio during mortgage evaluations. Crypto As Mortgage-Eligible Asset In a recent post on the social media platform X, FHFA Director Bill Pulte issued a directive instructing Fannie Mae and Freddie Mac to prepare proposals that allow homebuyers to count cryptocurrency holdings held on US-regulated exchanges as part of their asset reserves for mortgage applications without converting them into dollars. Crypto assets have always been excluded from mortgage risk assessments unless converted to U.S. dollars before closing. However, this recent move breaks that barrier. This policy shift aligns with former President Donald Trump’s campaigns to establish the United States as the crypto capital of the world. Pulte, who was recently sworn in as the 5th Director of U.S. Federal Housing FHFA in March 2025, is now part of those taking steps to make this vision a reality. According to the order, both Fannie Mae and Freddie Mac must also factor in market volatility and enforce strong risk-based adjustments before implementing the new assessment method. Fannie and Freddie are government-sponsored enterprises that do not issue mortgages themselves but play an important role in the housing market by purchasing home loans on the secondary market and setting the criteria for the loans they are willing to acquire. Bitcoin To Benefit The Most, But Where Does XRP Stand? Bitcoin is going to benefit the most from this policy update. Being the largest and most widely held cryptocurrency, Bitcoin has long been considered the digital gold standard, which makes it a natural candidate for institutional recognition. Its established presence on U.S.-regulated exchanges and deep liquidity profile through Spot Bitcoin ETFs tick nearly every box laid out in the FHFA’s directive. However, the decision raises an important question for XRP holders as to whether the same regulation will be extended to XRP. Unlike Bitcoin, XRP has had a complicated history with regulatory agencies in the US, most notably the SEC. Although recent legal clarity around XRP has allowed the crypto to resume trading on major US-based exchanges, it isn’t really certain whether Fannie Mae and Freddie Mac will be quick to include it under this new directive. Nonetheless, the FHFA’s directive doesn’t specify eligible tokens. It simply refers to cryptocurrencies held on US-regulated exchanges. As such, the directive could be quick to include US-based cryptocurrencies like XRP and Ethereum alongside Bitcoin. Other countries are already far ahead with XRP in real estate. In Japan, for instance, Open House Group allows XRP payments for property purchases in cities such as Tokyo and Osaka. Dubai is also using the XRP Ledger to tokenize real estate.

Ethereum is trading at a critical level after reclaiming the $2,400 mark, showing resilience in the face of market-wide volatility. Bulls have managed to defend key support levels following a recent fakeout below $2,200, but momentum remains fragile as ETH struggles to establish a clear trend. Despite attempts to push higher, price action is consolidating near the mid-range, suggesting indecision among traders. However, fundamental strength continues to build beneath the surface. Top analyst Ted Pillows highlighted a major on-chain development: the percentage of Ethereum supply being staked has reached a new all-time high. This milestone signals rising confidence among long-term holders and validators, who are increasingly locking up ETH to secure the network and earn yield. Elevated staking levels historically coincide with lower active supply and reduced sell pressure—an encouraging sign for bulls anticipating a breakout. As macroeconomic uncertainty and geopolitical risks persist, Ethereum’s price behavior at this level could determine whether the broader altcoin market finally ignites. For now, ETH sits at a technical and psychological crossroads, with both bulls and bears preparing for the next major move. All eyes are on staking data and price structure to guide what comes next. Ethereum Builds Bullish Momentum As Staking Hits All-Time High Ethereum has climbed 75% from its April lows, showing strong recovery and resilience in a volatile market. Despite this impressive rebound, ETH remains nearly 98% below its all-time high, leaving significant upside potential. Many analysts believe Ethereum could be gearing up for a rally that may trigger the long-awaited altseason. However, caution still lingers in the market due to ongoing global risks and macroeconomic uncertainty, including rising interest rates and geopolitical tensions. The growing optimism is supported by improving on-chain fundamentals. Ted Pillows highlighted a key metric showing that the percentage of Ethereum supply staked has reached a new all-time high of 29.02%. This steady increase in staked ETH reflects strong long-term conviction from holders, who are choosing to lock up their assets to support the network and earn yield rather than sell during market turbulence. Historically, high levels of staking reduce active circulating supply, which can ease sell pressure and fuel bullish price movements. Combined with technical strength and growing confidence among long-term investors, Ethereum appears well-positioned for a breakout, provided bulls can hold current levels and reclaim resistance zones. ETH Reclaims Key Level But Faces Resistance Ethereum (ETH) is showing renewed strength after bouncing from its April 2025 lows and reclaiming the $2,400 level. On the weekly chart, ETH is up over 10% this week, closing firmly above the 200-week simple moving average (SMA) at $2,437.52 — a key threshold that previously acted as both resistance and support in past cycles. Reclaiming this level is a bullish sign and shows that buyers are stepping back in after months of selling pressure. However, Ethereum now faces significant resistance around the $2,625–2,660 zone, where the 100-week and 50-week SMAs converge. This zone has historically served as a pivot for major price action, and a clear break above it would likely trigger a broader rally targeting the $2,800–$3,000 range. Volume has also picked up, signaling renewed interest, though it remains below early 2024 levels. This indicates cautious optimism among traders, especially as global macro uncertainty and geopolitical tensions continue to weigh on markets. Featured image from Dall-E, chart from TradingView

The takeover battle for Australian copper developer New World Resources (ASX: NWC) is heating up after Central Asia Metals (LON: CAML) raised its offer shortly after Canada’s Kinterra Capital made its bid. In an announcement Friday, the UK-based CAML proposed to increase its offer from A$0.055 per share to A$0.062, giving New World a fully diluted equity value of A$230 million. The offer takes the form of both a court-approved agreement under Australian regulations and an off-market takeover as its alternative. Right before that, CAML bought approximately 253 million shares (equating to 7.1%) of New World at the offer price, and now holds 12.1% of its share capital. CAML’s offer represents an 8.8% premium over that of Kinterra, which offered A$0.057 the day before. It is also 24% than what CAML initially proposed on May 21, when it offered A$0.05 per share. New World, in a press release Friday, confirmed the increased offer, adding that neither CAML nor Kinterra has declared their offers to be “best and final”. Shares of New World Resources closed Friday’s trading session at A$0.065, with a market capitalization of A$228.4 million. US copper portfolio The Australian company currently holds three copper projects across the southwestern US. The most advanced is the 100%-owned Antler project in Arizona, which it considers to be one of the world’s “highest-grade emerging copper development projects”. Located 15 km east of Yucca in northwestern Arizona, the Antler property is host to a high-grade, polymetallic deposit with a resource of 11.4 million tonnes grading 4.1% copper equivalent. This resource was used to underpin a 2024 prefeasibility study, which outlined a 12-year mine producing 341,100 tonnes of copper equivalent during that span. The project’s post-tax net present value (discounted at 7%) is estimated at $498 million, with an internal rate of return of 30.3% and a payback period of 3.3 years. About 75 km southeast of Antler, New World also holds the exploration-stage Javelin project, which hosts a contiguous series of mining claims linked to high-grade volcanogenic massive sulphide deposits that it believes are of similar age and style to the Antler deposit. In New Mexico, the company has the Tererro VMS project, which has a historical resource estimate of 5.8 million tonnes grading 1.96 g/t gold, 1.02% copper, 0.24% lead, 1.46% zinc and 21.4 g/t silver.

The Bitcoin Dominance (BTC.D) continues to exert pressure on the broader crypto market, casting a shadow on the prospects of an incoming altcoin season. Despite recent volatility and decline in the market, a crypto analyst observes that Bitcoin Dominance remains firmly elevated, signaling that capital is still concentrated in the leading cryptocurrency. This trend, they argue, is preventing any meaningful breakout for altcoins and could persist unless a decisive shift in market structure occurs. Altcoin Season Stifled As Bitcoin Dominance Surges The Bitcoin Dominance in the cryptocurrency market is tightening its grip, crushing hopes of an imminent altcoin season. According to a recent technical analysis posted on X (formerly Twitter) by market expert Tony Severino, Bitcoin’s market cap dominance has reached 65.72% with both monthly and Relative Strength Index (RSI) readings pushing above the critical 70 level. At the time of the analysis, the RSI on the monthly timeline stood at 73.19, while the weekly registered at 70.58—both firmly in overbought territory. These levels typically reflect strong momentum and extended bullish conditions, indicating that Bitcoin’s command over the crypto market is still strong and growing. Severino shared a dual chart view of Bitcoin Dominance and RSI across the weekly and monthly time frames, highlighting candlestick structures that support Bitcoin’s ongoing upward momentum. BTC.D has been climbing since late 2023. The RSI values also remain comfortably above their respective Moving Average (MA) baselines of 67.31 and 65.42, indicating sustained strength rather than signs of immediate exhaustion. As long as Bitcoin Dominance holds these elevated RSI levels across their major time frames, Severino suggests that altcoins will likely continue to underperform, further delaying the long-awaited altcoin season. The analyst emphasizes that meaningful upside for altcoins will not begin until BTC.D starts to wane and RSI readings fall below 70—effectively signaling a shift in sentiment and market strength that could allow capital to rotate to alternative cryptocurrencies. Until such a pullback occurs, the analyst argues that the weekly and monthly BTC.D and RSI charts strongly indicate that any expectations of an altcoin season this cycle remain premature. Dragonfly Doji Forms On BTC.D Chart In another X post, Severino announced that the Bitcoin Dominance has potentially formed a Dragonfly Doji on the weekly chart. With four days left in the weekly session, the analyst notes that the distinct candle pattern is still developing but presently resembles the classic Dragonfly Doji, characterized by a long lower wick and a close near the opening price. Typically, this chart pattern is viewed as a bullish reversal signal when it appears at the bottom of a downtrend, indicating possible upside momentum. However, in this case, it has emerged during a broader uptrend in BTC.D, creating a more complicated technical picture. Severino believes that the Dragonfly Doji could either represent a continuation of the current momentum or a temporary pause in market direction. If the candle evolves into a larger bullish body and closes above the 65.65% level, it may confirm further strengthening of Bitcoin’s growing market dominance relative to altcoins.

Bitcoin held steady Friday as traders braced for a potential shake-up at the Federal Reserve. United States President Donald Trump is reportedly preparing to replace Fed Chair Jerome Powell, a move that could shift the central bank’s approach to interest rates and market liquidity. The Dow Jones climbed more than 300 points midweek, and the ripple reached the crypto market too—Bitcoin nudged higher to around 106,950 before easing slightly. Markets are reading this as a signal. If Powell is pushed out in favor of someone more open to cutting rates, risk assets like Bitcoin and Ethereum could benefit. The US dollar slipped to a three-year low, and bond yields retreated, adding to the sense that easier money may be coming. For crypto investors, this is a setup worth watching. Trump Moves Toward Possible Fed Overhaul Reports from multiple outlets say Trump is seriously considering replacing Powell before his term ends in 2026. Though no official announcement has been made, sources suggest Trump has discussed potential successors with advisors. His criticism of Powell’s policies isn’t new, but the recent rise in inflation concerns and election-year pressure may be accelerating the timeline. The market response was immediate. Traders began to price in a more dovish Fed policy, which generally means lower interest rates and increased liquidity. That would be good news for crypto, which has languished under tighter monetary conditions throughout the last year. Bitcoin, which is often used as a hedge against fiat debasement, likes to rally when the dollar declines and rates come down. Bitcoin Price Reacts With Caution Bitcoin was trading at 106,950 Friday, with a daily high of 107,250 and a low of 106,145. It wasn’t a breakout, but it was a clear sign of rising interest. Ethereum and other top coins saw similar quiet moves upward. Traders are treading carefully, knowing that talk of replacing the Fed chair is one thing, but actually doing it is another. Stocks Lead The Way, Crypto Follows The bullish mood started with equities. The Dow surged more than 300 points, while the S&P 500 and Nasdaq also closed higher. Tech stocks led the rally, pushed by falling Treasury yields and hopes that rate hikes are off the table for now. That optimism spilled into crypto markets, where risk sentiment plays a big role. Crypto Market Eyes Washington There’s still a lot of uncertainty. Powell is in office, and no formal replacement has been named. But the fact that President Trump is entertaining the idea is already moving markets. Crypto investors are especially sensitive to changes in the macro outlook, and this could be a key one. Featured image from Saul Loeb/AFP/Getty Images, chart from TradingView

Bakkt Holdings filed Form S-3 with the US Securities and Exchange Commission on 26 June 2025 to raise up to $1 billion for its ambitious new Bitcoin strategy. Originally launched in 2018 by Intercontinental Exchange as a pioneer in Bitcoin futures, Bakkt is set to transform into a “pure-play crypto infrastructure company,” according to Bakkt Co-CEO Akshay Naheta. “In June 2025 we updated our investment policy to enable us to allocate capital into Bitcoin and other digital assets as part of our broader treasury and corporate strategy, subject to market conditions and the anticipated liquidity needs of the business,” the company stated in the filing. “We may acquire Bitcoin or other digital assets using excess.” At the current Bitcoin price of $106,800, a $1 billion investment would allow Bakkt to acquire approximately 9,364 Bitcoin. This would place Bakkt just ahead of Coinbase in terms of public companies holding BTC. Bakkt will now join the ranks of notable institutional holders such as Strategy, Marathon Digital, and Tesla. Explore: Top 20 Crypto to Buy in June 2025 “Shelf registration” Allows Bakkt Maximum Flexibility To Capitalize On Bitcoin and Crypto Opportunities Under the terms of the SEC’s “shelf registration,” Bakkt is authorised to issue common stock, preferred stock, debt securities or warrants, giving it maximum flexibility to raise funds in stages as market conditions dictate. This approach will enable Bakkt to capitalize on opportunities in the crypto market without being forced to raise the full $1 billion all at once. Hence, Bakkt’s fresh funds can be used for a variety of purposes, including direct Bitcoin purchases, crypto treasury plans, or other corporate needs. While Bakkt has not yet made any BTC purchases yet, the filing clearly sets the stage for the company to become a major institutional holder of Bitcoin and other digital assets. Explore: 9+ Best High-Risk, High-Reward Crypto to Buy in June 2025 Key Takeaways If Bakkt fully realizes its $1 billion fundraising plan and acquires a significant Bitcoin position, it could have ripple effects throughout the market. Such a substantial investment by a publicly traded company is more than just a financial maneuver—it is a strong vote of confidence in Bitcoin’s long-term value and utility. The post Bakkt’s Bitcoin Strategy: Company Files With SEC To Raise $1 Billion appeared first on 99Bitcoins.

Gold prices fell by nearly 2% on Friday, tracking towards a second straight weekly loss, as news of a US-China trade agreement diminished investors’ appetite for the safe-haven metal. Spot gold traded as low as $3,256.23 per ounce during morning session. By midday, it had narrowed its loss to 1.6% at $3,272.55 an ounce. Meanwhile, US gold futures recorded a 2% decline, trading at $3,279.20 per ounce in New York. Click on chart for live prices. With Friday’s drop, bullion has now lost 3% for the week, as investor concerns eased following the latest developments on the geopolitical front. On Thursday evening, the US and China agreed on the frameworks of a trade deal, improving the market sentiment. The ceasefire agreement between Iran and Israel earlier this week had already eroded demand for gold. “The slowdown in geopolitics has offered an opportunity for investors to start taking profit because of the forward-looking prospects of some kind of kinetic war with China and the developments in the Middle East,” Daniel Pavilonis, senior market strategist at RJO Futures, told Reuters. Still, gold remains up more than a quarter this year, and is about $200 away from its record high reached in April. Along with geopolitical and trade tensions, the precious metal has been supported by robust central bank buying and increased optimism of a Federal Reserve rate cut, a tailwind for the non-interest-bearing bullion. New US data released Friday showed an unexpected fall in consumer spending and a moderate inflation increase for the month of May, both supporting the case for the US central bank to begin monetary easing. Traders added to bets the Federal Reserve will lower short-term borrowing costs by 75 basis points in 2025 following the latest data, according to Reuters. (With files from Reuters)

Gold is facing headwinds as bulls failed to retest earlier All-time highs ($3,500) even as global markets went ablaze through the past week war-induced volatility. Markets tend to react erratically in such periods and some movements are tough to understand as many participants trade their biases for different reasons – One thing to remember however is that a failure to achieve new highs or new lows despite many fundamental reasons to do so is a sign of weakness in the prevailing trend, leading to key reversal points. One example of this for example was the 2022 bear market in Equities, that bottomed on Meta's court-case headlines, and despite fears of high interest rates having the potential to mess up the hot US Economy, Equities failed to break their lows and led to a consequential non-stop rebound, leading to the AI Boom. The most recent highs for the Bullion were marked at $3,450, attained through some hesitant bullish impulses that were met by sharp reversal as war-fears abated. The Metal is now trading more than $200 lower, attaining levels last seen at the end of May. Explore different levels of interest for Gold and why bulls will have to show up with renewed strength to avoid prices correcting further. Read More: S&P 500 hits new all-time highs despite disappointing Core PCE report Opinions are the authors'; not necessarily that of OANDA Business Information & Services, Inc. or any of its affiliates, subsidiaries, officers or directors. The provided publication is for informational and educational purposes only. If you would like to reproduce or redistribute any of the content found on MarketPulse, an award winning forex, commodities and global indices analysis and news site service produced by OANDA Business Information & Services, Inc., please refer to the MarketPulse Terms of Use. Visit https://www.marketpulse.com/ to find out more about the beat of the global markets. © {CURRENT_YEAR} OANDA Business Information & Services Inc.

The Democratic Republic of Congo is discussing the rights to the Rubaya coltan mine with an consortium led by Trump ally Gentry Beach, the Financial Times reported. Beach, the chair of investment firm America First Global and former Trump campaign finance co-chair, and Swiss trader Mercuria aim to take rights to Rubaya to bankroll US-backed peace efforts in eastern DRC. The project could need over $500 million, with output legally channeled via Rwanda and a Kigali-based smelter proposed. As the US leads peace negotiations between the DRC and Rwanda, Congo President Felix Tshisekedi has pitched a deal to the Trump administration, proposing access to key mineral assets in exchange for help in suppressing the M23 rebellion and stabilizing the conflict-ridden east. As reported by Al Jazeera, Kigali and Kinshasa are due to sign a draft peace accord in Washington this Friday, brokered by the U.S. and Qatar, aiming to secure ceasefire, troop pull-out, and disarmament of militias including M23. The promise of US infrastructure and minerals investment, orchestrated in typical Trump transactional style, underpins the deal and is seen as a counterbalance to Chinese dominance in the region. Coltan’s global role Rubaya lies in the heart of the eastern DRC, a mineral-rich zone long ravaged by conflict. The area has been central to one of the world’s largest humanitarian crises, with more than seven million displaced, including 100,000 this year alone. The Rubaya mines, repeatedly seized by rebel groups and government forces, are key to supplying coltan, an ore critical to modern electronics and defense systems. Coltan—short for columbite-tantalite—is used to extract tantalum and niobium, both vital to electronics, aerospace, and military sectors. Tantalum is used in phones, computers, missile components and aircraft engines; niobium is critical for pipelines and jet engines. In 2023, the DRC supplied 40% of the world’s coltan, per the US Geological Survey, with Australia, Canada and Brazil trailing.

Now that tensions between Israel and Iran have temporarily eased, analysts are turning their attention back to Bitcoin’s next major move. Earlier in the week, Bitcoin price briefly dipped below the $100,000 mark following Iran’s missile strikes on U.S. military bases in Qatar. Although the price rebounded to $108,000 by Wednesday, derivatives data suggests that investor confidence may be weakening. The question now is whether a deeper correction is on the horizon. BitcoinPriceMarket CapBTC$2.12T24h7d30d1yAll time On Wednesday, Bitcoin’s perpetual futures funding rate dropped to its lowest in seven weeks, a rare move, especially with prices climbing. In normal conditions, traders holding long positions pay a fee to keep leverage, so negative rates point to accumulation of short positions. Part of the shift may be tied to wider geopolitical and economic uncertainty. The U.S. trade war, reignited in April, is now approaching key deadlines. An agreement with the eurozone expires on July 9, renewing fears of escalated tensions. With over 50 tariff changes since 2017, the Trump administration’s unpredictable stance continues to fuel investor anxiety. EXPLORE: Sahara AI Plummets In Another Sell-Off: New Crypto Launch Faces Harsh Correction Join The 99Bitcoins News Discord Here For The Latest Market Updates Key Takeaways Negative Funding Rates: Despite rising prices, traders are heavily shorting Bitcoin, raising the risk of either a short squeeze or pullback. Geopolitical Uncertainty: Trade war tensions and weak U.S. GDP growth are fueling cautious sentiment across risk assets, including BTC. Miner Rotation to ETH: Bit Digital’s pivot from Bitcoin to Ethereum signals waning miner confidence and could trigger further BTC sell pressure. Two Likely Outcomes: History suggests either a sharp correction or a continuation rally once funding flips positive—watch derivatives closely. The post Analysts Predict Bitcoin Price Could Lose $100K: Here’s Why appeared first on 99Bitcoins.

Aptos is a very interesting crypto coin to chart. Its price history is nothing like many other coins because it has been range-bound for 2.5 years and seemingly hasn’t had a proper run yet. However, it has a relatively high market cap of $3.2 billion and an FDV of $5.8 billion—big numbers! One way to look at Aptos price chart is like Smith drew it – a descending channel. I’d consider it legit charting. Below we will explore a different option, primarily with horizontal lines. DISCOVER: The 12+ Hottest Crypto Presales to Buy Right Now Is Aptos Crypto About To Gain +200% In The Next 2-3 Months? (APTUSD) We start today’s analysis with the Weekly time frame. We have a clear low at $3+. RSI looks like it’s headed upwards again, with the new weekly candle looking rather strong. Investors would try to close in the $5 area! Plus, there is a spike in volume compared to the past ~10 weeks, which could mean a renewed buyer interest. DISCOVER: 10+ Crypto Tokens That Can Hit 1000x in 2025 (APTUSD) On the Daily chart we see a bit more. The orange line is very good if it’s kept – that’s our 2025 low. That would be double bottom, if Aptos bottoms around $4. Currently we are facing resistance at $5 and MA50 together with MA100 combined. A break above $5 should push us to MA200, or near the $7 zone. RSI has gone in the upper half of its range, which usually indicates strength. DISCOVER: Top 20 Crypto to Buy in 2025 (APTUSD) Finishing our analysis with 4H timeframe, bulls love seeing the growth in volume accompanying the last pump. Looking like a V-shaped recovery, it broke the previous high, tested it and is now above all moving averages. Great initial strong move and a good entry from R:R perspective if one is to hold a multi-month position aiming for the highs. Stay safe out there! Join The 99Bitcoins News Discord Here For The Latest Market Updates APT Looking To Bottom: The End Of 2-Year Accumulation Soon? On the 4H timeframe, Aptos crypto broke the downtrend and is above all MAs The daily looks like a double bottom is formed A weekly close with strength is a great signal for bulls DISCOVER: Best Meme Coin ICOs to Invest in 2025 Join The 99Bitcoins News Discord Here For The Latest Market Updates The post APT Looking To Bottom: The End Of Aptos Crypto 2-Year Accumulation Soon? appeared first on 99Bitcoins.

The biggest private investment in Saskatchewan history is nearing the finish line. BHP (NYSE, LSE, ASX: BHP) is more than 60% of the way towards completing stage one of the $10.6 billion Jansen project in Saskatchewan, with first production scheduled for late 2026. By the early 2030s, Jansen is projected to become one of the world’s largest potash mines, producing about 8.5 million tonnes of the fertilizer annually – equivalent to about 10% of global supply. Located about 140 km east of Saskatoon, Jansen is crucial to BHP’s ambitions of building a significant footprint in potash – a new commodity for the mining behemoth. The investment is part of an effort by the company to shift its portfolio away from steelmaking materials and towards what executives call “future-facing commodities” such as copper and potash. About 65% of BHP’s capital will be invested in these sectors over the medium term, the company said earlier this year. CEO Mike Henry likens Jansen to another key BHP asset – its Western Australia Iron Ore (WAIO) operations. Despite depressed prices, WAIO remained the world’s lowest-cost iron ore producer in 2024, BHP said in February. “We are excited to be entering a new commodity with attractive long-term fundamentals – potash,” Henry told investors at a Bank of America Securities conference in Barcelona in May. “If I look across our portfolio, Jansen has many of the strengths of iron ore. It’s a bulk commodity, it will have a low-cost position driving high margins across a long-life asset, and it has expansion potential. Like WAIO, Jansen is a world-class asset, it’s in an investment friendly jurisdiction and it’s expected to generate cash at all points in the cycle.” Potash demand Structural factors such as improving living standards, changing diets and a rising global population look poised to fuel a 70% surge in potash demand by 2050, according to a BHP forecast released in August. Demand for the fertilizer has historically exceeded both crop production and global population growth, company data show. “Potash is going to be increasingly required for agricultural use as a growing population seeks more and better food production from constrained farmable land,” Henry said in Barcelona. “So the multi-decade market opportunity here is significant, and we already have (memorandums of understanding) in place with buyers around the world to cover sales as Jansen ramps up. Jansen will position BHP among the leading players in the global potash industry.” BHP envisions a seven-year payback period for Jansen following first production, according to a 2021 slide presentation. The first stage’s internal rate of return should range between 12% and 14%, BHP said in the document. Jansen will enter the market in the bottom quartile of the global cost curve – a position that will make Jansen competitive through the commodity cycle, BHP predicts. Operating costs for Jansen’s first phase are expected to range from $105 to $120 a tonne, according to a BHP presentation posted online in May. Peak spending for the construction of Jansen’s first stage will occur in 2025 and 2026, BHP says. While about 600 people will work at the mine once production starts, the facility will be remotely operated from a command centre in Saskatoon to maximize efficiency. 2029 start Construction of Jansen’s second stage is anticipated to take about six years. BHP is targeting first production in 2029, followed by a three-year ramp-up period. Jansen also has the potential for two further expansions to boost ultimate production capacity to as many as 17 million tonnes per year, subject to studies, according to a BHP presentation. Based on estimated reserves of about 6.5 billion tonnes, Jansen could potentially support 55 to 57 years of operation, BHP says. Automation, continuous conveyance and larger-sized borers will all be part of Jansen operating system – a prototype of which has been tested for several years in a salt mine in Heilbronn, Germany – in a bid to increase output. A 60% smaller fleet compared with older mines will result in operating cost savings of 10%, BHP estimates. BHP expects Jansen to produce about 50% fewer CO2 emissions per tonne of product compared with the average Saskatchewan potash mine. More than 80% of the mine’s underground and support fleet will use electrical energy sources instead of diesel. To export potash, BHP has signed an agreement with Westshore Terminals to use its facilities in Delta, BC, about 2,000 km from Jansen. The deal covers output from Jansen’s first two stages, with potential for further expansion. “We are refurbishing what is now a thermal coal port into a new potash export facility, but we are capped at 9-10 million tonnes with that volume,” BHP potash asset president Karina Gistelinck told The Northern Miner in March. “Any growth beyond that will require significant investments in logistics infrastructure. That should be the focus for Canada for the years to come.” Canada “is a strategic jurisdiction for BHP,” Gistelinck added. “The largest investment in BHP history is a real sign of that. We’re looking forward to building a real legacy here.”

Bitwise Asset Management has quietly nudged Dogecoin one step closer to Wall Street’s ETF club, filing an amended S-1 on 26 June that for the first time allows “in-kind” creations and redemptions. The tweak is more than procedural. It lines the proposed Bitwise Dogecoin ETF up with the operational playbook the US Securities and Exchange Commission already blessed for spot-bitcoin and spot-ether products, and it signals that SEC staff are now deep in the weeds on the mechanics of custody and settlement. Signs Point To Dogecoin ETF Approval “Bitwise has filed amended S-1s for their spot Dogecoin ETF and their spot Aptos ETFs. Good signs as it indicates SEC engagement, and tracks with other spot approvals,” Bloomberg Intelligence senior ETF analyst Eric Balchunas wrote on X. He underscored the importance of the new language: “One HUGE update to the filing is ‘in-kind’ creations and redemptions… Near-lock at this point that in-kind will be allowed in spot ETFs across board.” The change matters because in-kind processing lets authorized participants swap DOGE directly for ETF shares (and vice versa) without the tax friction and slippage that accompany the cash-only model imposed on futures-based crypto funds. The SEC’s willingness to consider that structure for a dog-branded altcoin would have seemed fanciful a year ago. It now appears consistent with the regulator’s post-bitcoin-ETF détente, during which issuers also sought in-kind redemptions. Approval odds are converging on the high end of the spectrum. Less than a week ago, Balchunas and fellow analyst James Seyffart raised their probability for “the vast majority” of pending altcoin ETFs—including Dogecoin—to “90 percent or higher,” citing what Seyffart called “very positive” SEC engagement. Notably, that optimism has not fully washed into prediction markets: on Polymarket, the contract titled “Doge ETF approved in 2025?” was trading around 69% early Friday morning in Europe, while a shorter-dated line for approval by 31 July priced in barely 13% odds. Dogecoin Price Stalls (For Now) Dogecoin itself has yet to reflect the regulatory tail-wind. The token changed hands near $0.161—down roughly 2% on the day. Technical trader Kevin (@Kev_Capital_TA) argues that bulls still control the longer-term picture: on his weekly chart, DOGE has respected a momentum breakout line traced back to late-2022 on five separate tests, each time spring-boarding into “major bounces.” He pegs the “line in the sand” at the $0.143–0.127 support band: “ Yet Kevin cautions that meme-coin exuberance ultimately hinges on the Federal Reserve, not tweet-driven hype. In a separate post this week, he noted that fresh highs in bitcoin dominance continue to ride “restrictive monetary policy and an uncertain geopolitical environment.” Alt-season, he wrote, will require the end of quantitative tightening and a tangible decline in the US terminal rate—conditions absent since late-2023 and still distant according to Fed-funds futures. At press time, DOGE traded at $0.16123.

With a heat dome spreading across much of America this summer, it evokes images of kids running through sprinklers, days at the neighborhood pool, backyard barbecues, and fireflies at dusk. As we hit the halfway mark of 2025, it’s an opportune time to check in on the financial markets, key drivers for precious metals performance, and your portfolio. The first six months of 2025 have been a whirlwind, marked by a fast-paced news cycle that began with the Inauguration of President Donald Trump for his second term in late January. So much has happened that we couldn’t possibly cover it all here, but we’ll touch on key developments impacting the precious metals and stock markets in the first half of the year. Market Performance Since the Start of 2025 Gold +23% Platinum +45% Silver +21% S&P +3.55% International Stocks: MSCI ACWI ex-USA Index +16.28% 1-month Treasury Note Yield: 4.21% 5-year Treasury Note Yield: 3.84% 30-year Fixed Mortgage Rate: 6.82% A few things jump right out. Precious metals are the best-performing asset class in 2025. Gold rocketed to a new record high above $3,400 an ounce in April and is trading quietly this summer above the $3,300 level. Foreign stocks are outperforming U.S. stocks by a significant amount. Mortgage rates remain higher than the low rates of the pandemic and the 2020-2021 era. In January 2021, 30-year mortgages hit a low at 2.65%. The high rates have priced many homebuyers out of the market for now. The Big Picture Liberation Day tariffs, geopolitical wars, a U.S. debt downgrade, and climbing national debt have been strong headwinds for the U.S. stock market this year and positive for precious metals. Investors flocked to the safety and security of gold, platinum, and silver amid the mounting uncertainties on many fronts, both military and economic. Geopolitics Sends Investors Rushing to Precious Metals Military action ramped up in June as the United States joined Israel with Operation Midnight Hammer, which involved U.S. Air Force B-2 stealth bombers dropping so-called “bunker buster” bombs on an Iranian nuclear site. Israel continues its war against Hamas in the Gaza Strip, and Russia continues its war in Ukraine. While gold generally led the precious metals complex higher in the first half of the year, in June, both silver and platinum vaulted sharply higher. Precious metals investors saw opportunities to accumulate precious metals at bargain prices, and they swooped in. Silver climbed to a 13-year high, above the $37 an ounce level, while platinum climbed to $1,363. Tariff Uncertainty The stock market is eyeing a July 8 tariff deadline, which ends the 90-day pause on most of the steep Liberation Day tariffs if trade deals haven’t been set. Tariffs could climb as high as 50% against some nations. While the Administration is said to be negotiating with China, the European Union, Canada, Mexico, and more, only one trade deal has been finalized thus far, and that is with the United Kingdom. Investors flooded into precious metals throughout the spring months as uncertainty over the impact of tariffs on the economy sent stocks spiraling lower. America Lost Its Last “AAA” Credit Rating Due to Rising Debt In May, Moody’s stripped the United States of its last “AAA” credit rating. This was another warning signal that Washington D.C. policymakers have failed to address the unsustainable government debt problem our nation faces. Global investors fear that America is getting close to a point where our debt isn’t affordable anymore. The news underscored the stability and security of gold in a world racked with government debt. For gold investors, this confirms that gold is in a long-term structural bull market. Analysts at JP Morgan issued a new research note in late spring outlining a scenario that could take gold 80% higher to $6,000 by 2029. They said this could occur if just 0.5% of U.S. assets held by foreign investors were reallocated to gold. Weak demand at Treasury auctions this spring already revealed tepid demand from foreign investors to buy new Treasuries. Recommendations for Precious Metals Investors In the dog days of summer, financial markets are relatively stable and quiet, for now. That makes it the perfect time to re-evaluate your portfolio, your asset allocations, and how much wealth protection you need for what may lie ahead. It’s a perfect time to trim your allocation to the stock market and funnel those funds to the safety of physical gold, silver, and platinum. There is a step you can take to protect, preserve, and even grow your wealth, and that is to increase your allocation to physical gold. If you aren’t sure what the appropriate amount is for your risk tolerance level, our Blanchard portfolio managers are here to help. Give us a call today at 1-800-880-4653 for a complimentary portfolio review with personalized recommendations to help you protect and grow your wealth. Precious metals are beating everything right now. We are in the midst of a historic gold run. Gold $4,000 will be here faster than you think, and once markets start moving again, you’ll have missed the chance to accumulate physical gold below $3,400 an ounce. It’s easy to add more wealth protection to your life. Why not call us today? The post Mid-Year Precious Metals Market Update appeared first on Blanchard and Company.

With a heat dome spreading across much of America this summer, it evokes images of kids running through sprinklers, days at the neighborhood pool, backyard barbecues, and fireflies at dusk. As we hit the halfway mark of 2025, it’s an opportune time to check in on the financial markets, key drivers for precious metals performance, and your portfolio. The first six months of 2025 have been a whirlwind, marked by a fast-paced news cycle that began with the Inauguration of President Donald Trump for his second term in late January. So much has happened that we couldn’t possibly cover it all here, but we’ll touch on key developments impacting the precious metals and stock markets in the first half of the year. Market Performance Since the Start of 2025 Gold +23% Platinum +45% Silver +21% S&P +3.55% International Stocks: MSCI ACWI ex-USA Index +16.28% 1-month Treasury Note Yield: 4.21% 5-year Treasury Note Yield: 3.84% 30-year Fixed Mortgage Rate: 6.82% A few things jump right out. Precious metals are the best-performing asset class in 2025. Gold rocketed to a new record high above $3,400 an ounce in April and is trading quietly this summer above the $3,300 level. Foreign stocks are outperforming U.S. stocks by a significant amount. Mortgage rates remain higher than the low rates of the pandemic and the 2020-2021 era. In January 2021, 30-year mortgages hit a low at 2.65%. The high rates have priced many homebuyers out of the market for now. The Big Picture Liberation Day tariffs, geopolitical wars, a U.S. debt downgrade, and climbing national debt have been strong headwinds for the U.S. stock market this year and positive for precious metals. Investors flocked to the safety and security of gold, platinum, and silver amid the mounting uncertainties on many fronts, both military and economic. Geopolitics Sends Investors Rushing to Precious Metals Military action ramped up in June as the United States joined Israel with Operation Midnight Hammer, which involved U.S. Air Force B-2 stealth bombers dropping so-called “bunker buster” bombs on an Iranian nuclear site. Israel continues its war against Hamas in the Gaza Strip, and Russia continues its war in Ukraine. While gold generally led the precious metals complex higher in the first half of the year, in June, both silver and platinum vaulted sharply higher. Precious metals investors saw opportunities to accumulate precious metals at bargain prices, and they swooped in. Silver climbed to a 13-year high, above the $37 an ounce level, while platinum climbed to $1,363. Tariff Uncertainty The stock market is eyeing a July 8 tariff deadline, which ends the 90-day pause on most of the steep Liberation Day tariffs if trade deals haven’t been set. Tariffs could climb as high as 50% against some nations. While the Administration is said to be negotiating with China, the European Union, Canada, Mexico, and more, only one trade deal has been finalized thus far, and that is with the United Kingdom. Investors flooded into precious metals throughout the spring months as uncertainty over the impact of tariffs on the economy sent stocks spiraling lower. America Lost Its Last “AAA” Credit Rating Due to Rising Debt In May, Moody’s stripped the United States of its last “AAA” credit rating. This was another warning signal that Washington D.C. policymakers have failed to address the unsustainable government debt problem our nation faces. Global investors fear that America is getting close to a point where our debt isn’t affordable anymore. The news underscored the stability and security of gold in a world racked with government debt. For gold investors, this confirms that gold is in a long-term structural bull market. Analysts at JP Morgan issued a new research note in late spring outlining a scenario that could take gold 80% higher to $6,000 by 2029. They said this could occur if just 0.5% of U.S. assets held by foreign investors were reallocated to gold. Weak demand at Treasury auctions this spring already revealed tepid demand from foreign investors to buy new Treasuries. Recommendations for Precious Metals Investors In the dog days of summer, financial markets are relatively stable and quiet, for now. That makes it the perfect time to re-evaluate your portfolio, your asset allocations, and how much wealth protection you need for what may lie ahead. It’s a perfect time to trim your allocation to the stock market and funnel those funds to the safety of physical gold, silver, and platinum. There is a step you can take to protect, preserve, and even grow your wealth, and that is to increase your allocation to physical gold. If you aren’t sure what the appropriate amount is for your risk tolerance level, our Blanchard portfolio managers are here to help. Give us a call today at 1-800-880-4653 for a complimentary portfolio review with personalized recommendations to help you protect and grow your wealth. Precious metals are beating everything right now. We are in the midst of a historic gold run. Gold $4,000 will be here faster than you think, and once markets start moving again, you’ll have missed the chance to accumulate physical gold below $3,400 an ounce. It’s easy to add more wealth protection to your life. Why not call us today? The post Mid-Year Precious Metals Market Update appeared first on Blanchard and Company.

Stock markets this week have been on a frenzy, with Nasdaq leading the US Indices to new all-times on Wednesday and the S&P 500 (futures, cash is opening in a few minutes) are joining its tech-focused collegue. Core PCE numbers did not come as good as expected with 2.7% vs 2.6% (Core m/m 0.2% vs +0.15% exp) – The jump is overall not so aggravating but it's one of the first negative surprises that markets are seeing for US Inflation since Trump got elected. Markets are awaiting and getting a few good news on the US trade deals – The latest is the White House announcing that the July 9 is in the end not too important, and Trump mentioning the completion of a Deal with China, however the details are still missing. Read More: Risk-on persists, JPY held firm, Gold extends losses to 4-week low Opinions are the authors'; not necessarily that of OANDA Business Information & Services, Inc. or any of its affiliates, subsidiaries, officers or directors. The provided publication is for informational and educational purposes only. If you would like to reproduce or redistribute any of the content found on MarketPulse, an award winning forex, commodities and global indices analysis and news site service produced by OANDA Business Information & Services, Inc., please refer to the MarketPulse Terms of Use. Visit https://www.marketpulse.com/ to find out more about the beat of the global markets. © {CURRENT_YEAR} OANDA Business Information & Services Inc.

The Japanese yen has edged higher on Friday. In the North American session, USD/JPY is trading at 144.57, up 0.16% on the day. Tokyo Core CPI eases to three-month low Tokyo Core CPI surprised on the downside in June, falling to 3.1% y/y. This was down sharply from the 3.6% gain in May and below the market estimate of 3.3%. This was the the first slowdown in Tokyo core inflation since February. The decline was largely driven by a renewal of fuel subsidies and a reduction in water charges. Despite the drop, the rate remains well above the Bank of Japan's 2% target, maintaining expectations for another rate hike in the second half of the year. BoJ Governor Ueda has signaled that the Bank will raise rates if it is confident that wage growth is sustained, which is critical to maintaining inflation at the 2% target. However, this week's BOJ Summary of Opinions showed that some members are more dovish, given global trade tensions and the bumpy US-Japan trade talks. Japan has said it will not agree to US tariffs of 25% on Japanese cars, and six rounds of talks in the past two months have failed to produce a deal. US Core PCE Price Index higher than expected The Core PCE Price Index, the Fed's preferred inflation indicator, accelerated in May and was higher than expected. The index rose 2.7% y/y up from an upwardly revised 2.6% in May and above the consensus of 2.6%. Monthly, the index rose 0.2%, up from 0.1% which was also the consensus. This was a three-month high and will boost the case for the Fed to leave interest rates unchanged at the July meeting. USD/JPY Technical USD/JPY faces resistance at 144.49 and 144.64 144.31 and 144.16 are the next support levels close USDJPY 1-Day Chart, June 27, 2025 USDJPY 1-Day Chart, June 27, 2025 Opinions are the authors'; not necessarily that of OANDA Business Information & Services, Inc. or any of its affiliates, subsidiaries, officers or directors. The provided publication is for informational and educational purposes only. If you would like to reproduce or redistribute any of the content found on MarketPulse, an award winning forex, commodities and global indices analysis and news site service produced by OANDA Business Information & Services, Inc., please refer to the MarketPulse Terms of Use. Visit https://www.marketpulse.com/ to find out more about the beat of the global markets. © {CURRENT_YEAR} OANDA Business Information & Services Inc.

Bitcoin traders everywhere will be watching their feeds closely, willing the world’s largest crypto to hold steady at or near its current $107K mark. $15B in Bitcoin options expire today, a major portion of the roughly $40B in options outstanding. If $BTC’s price falls to $102K or below, the market would endure a true ‘pain point.’ As long as that doesn’t happen, Bitcoin looks set to press on with business as normal – setting the stage for further growth of the ecosystem and the first meme coin offering direct $BTC exposure, BTC Bull Token ($BTCBULL). Narrowing Volatility Indicates Positive Outlook The $BTC volatility index has narrowed in recent days, drawing more closely to the historical volatility and generally indicating that traders don’t expect dramatic price moves either way – up or down. That was supported by Deribit Chief Commercial Officer Jean-David Péquignot, who stated: ‘Low open interest in perps and fairly depressed Bitcoin implied volatility and skew are indicative of limited expectations for sharp price movements…’ Where does that leave Bitcoin? Still looking bullish. Crypto treasury strategies are still expanding, adding thousands of $BTC tokens to long-term reserves and increasing demand. Metaplanet just added 1,234 $BTC, bringing its total portfolio north of 12K $BTC. And it isn’t just direct Bitcoin purchases; the ecosystem around the world’s leading crypto continues to fuel demand. ETFs Notch 13 Days Consecutive Inflows, Bitcoin Overtakes Google Bitcoin ETFs are building on a 13-day stretch of positive inflows. Monday to Thursday, daily cumulative inflows amounted to: $350M $588M $547M $226M Positive inflows point to long-term interest from retail and institutional investors, rather than short-term traders, and contribute to underlying buying pressure. And with the largest Bitcoin ETF, BlackRock’s iShares Bitcoin Trust, holding over $70B in total assets, Bitcoin took advantage of weakening Alphabet stock to overthrow Google as the world’s sixth-largest asset. It’s a combination of fundamentally positive factors, reinforcing a bullish case for $BTC – and the meme coin built on that case. BTC Bull Token ($BTCBULL) – Meme Coin Trusting $BTC to Hit $250K and Beyond BTC Bull Token ($BTCBULL) is confident that Bitcoin will one day reach $250K and more – so confident that the project is built around key Bitcoin price milestones. Bitcoin $125K: The project burns $BTCBULL tokens to exert deflationary pressure on the price. Bitcoin $150K: BTC Bull token investors who hold their tokens in the Best Wallet app receive a free $BTC airdrop. Bitcoin $175K: Another $BTCBULL token burn. Bitcoin $200K: Another $BTC airdrop! Bitcoin $225K: A final $BTCBULL burn. Bitcoin $250K: A massive $BTCBULL airdrop. The combination of token burns and airdrops encourages positive momentum for BTC Bull Token, following Bitcoin’s upward trajectory. The presale has raised $7.5M so far. Only three days remain in the presale, so act now – you can learn how to buy BTC Bull token in our guide. Tokens currently cost $0.00258, but our analysts expect the price to hit $0.0084 by year-end. Visit the BTC Bull token website today. BTC Options Expire, But Outlook Is Bullish for Bitcoin With $15B in Bitcoin options expiring, narrowing volatility, and consistent ETF inflows, Bitcoin’s foundation looks stronger than ever. For investors looking to capitalize on Bitcoin’s momentum, BTC Bull Token offers a bold, milestone-based roadmap aligned with $BTC’s rise to $250K. But be warned – there’s mere days left in the presale, so the window to join is closing fast. Always do your own research. This is not financial advice.

A company based in the UAE has invested $100 million in the Trump-linked WLFI (World Liberty Financial) Token. On 26 June 2025, WLFI and Aqua1 Foundation, a Web3 native investment fund, jointly announced their collaboration as a strategic manoeuvre to turbocharge the blockchain ecosystem for applications related to real-world asset (RWA) tokenisation, stablecoins and decentralised finance (DeFi). Aqua1 Foundation’s investment in this venture dwarfs the next biggest investment in the token made by Justin Sun, Tron’s founder, who invested $30 million in the Trump-linked WLFI in November last year. Dave Lee, the founding partner at Aqua1, said, “Aqua1 and WLFI will work together to identify and support blockchain projects with transformative potential.” According to Lee, the integration of traditional finance with blockchain protocols is a “trillion-dollar pivot opportunity.” The joint announcement has come in a day after the Trump-backed DeFi project, World Liberty, revealed its team to be working on enabling trading of the WLFI tokens. The WLFI token allows its holders to exercise voting rights, where users can also suggest governance changes, but cannot transfer the tokens. The investment by Aqua1 into WLFI, co-founded by Trump and his three sons, Donald Trump Jr, Eric Trump, and Barron Trump, commemorates another high-profile crypto deal of the Trump family, which is already under scrutiny from lawmakers. According to Trump’s recent filings, he holds 15.745 billion WLFI tokens and has disclosed $58 million in earnings tied to the governance tokens. Explore: Top 20 Crypto to Buy in June 2025 Capitalisation of Crypto Market by “Chief Crypto Advocate” The project brands Trump as its “chief crypto advocate,” with his sons helping lead its DeFi expansion. Interestingly, Trump’s financial disclosure of making $58 million, primarily from WLFI sales, only trailed his income from his hospitality business. Analysts project that his earnings from crypto will rise in 2025, driven by a $390 million token sale and meme coin gains. Overlaps between legislative developments and Trump’s family crypto dealings have raised numerous red flags among members of Congress. The alarm was first raised in May this year when Eric Trump disclosed that MGX, a state-owned AI and advanced technology investment firm based in Abu Dhabi, was to use WLFI’s USD1 stablecoin to settle a $2 billion investment in Binance. Additionally, Trump’s involvement in Bitcoin mining, tokenised assets and digital ETFs has raised concerns regarding potential conflict of interest. In a recent Senate Appropriation Committee hearing, Pam Bondi, the US Attorney General, declined to comment directly to Senator Jeff Merkley’s questions about the Trump-linked WLFI Token. “I think it’s important for the leader of the Justice Department of the US to be very concerned about foreign influence,” Merkley stated. He further emphasised, “Americans should make American decisions, not have them bought through crypto coins.” Explore: 9+ Best High-Risk, High-Reward Crypto to Buy in June 2025 WLFI Gold Paper Reveals No Official Ownership In August 2024, Donald Trump Jr promoted the WLFI as a DeFi alternative to traditional banking, advocating for the dollar’s dominance through USD-pegged stablecoins. The project uses Aave v3, the third major upgrade of the Aave Protocol, which DeFi platforms frequently use for lending and borrowing crypto assets. It was launched as an Ethereum ERC-20 token, with WLFI clarifying the nature of the token to be community-backed. The token was made available for sale to the general public on 15 October 2025, with Trump being listed as Chief Crypto Advocate and his sons being termed as Web3 Ambassadors. The project’s Gold Paper (foundational document), however, states that they hold no official ownership or employment roles. Explore: Best New Cryptocurrencies to Invest in 2025 Key Takeaways UAE-based investment firm Aqua1 has invested $100M in WLFI This is now the largest investment in WLFI after Justin Sun’s $30M Trump has made around $58milliimn so far from the sale of WLFI tokens The post UAE Firm Invests $100M in Trump-Linked WLFI Token appeared first on 99Bitcoins.

According to on-chain analytics firm Glassnode, more than 14 million Bitcoin have sat idle in wallets with little to no spending history. That leaves only about 7 million BTC out of the total 21 million supply ready for trading. This shift points to a growing number of holders who prefer long-term storage over quick trades. Steep Rise In Illiquid Bitcoin Based on reports, the illiquid supply of Bitcoin climbed from just under 14 million in December 2024—when Bitcoin first broke the $100K mark—to roughly 14.30 million today. Demand for cold storage and self-custody solutions has never been higher. Investors are moving coins off exchanges and into private wallets. That trend has been especially sharp since late March, even though price swings have stayed volatile. Corporate Buyers Ramp Up Holdings In just the past week, more than five companies announced new Bitcoin purchases. ProCap BTC led the way with two buys: 3,724 BTC for $387 million and 1,208 BTC for $128 million, adding up to 4,930 BTC worth $515 million. Michael Saylor’s Strategy added 245 BTC after spending $1 billion the week before. Smarter Web picked up 197 BTC, while Méliuz S.A. acquired 275 BTC, taking its total to 596 BTC. The Blockchain Group chipped in with 75 BTC, bringing its haul to 1,728 BTC. Most recently, Metaplanet spent around $132 million on 1,234 BTC, lifting its total Bitcoin stash to 12,345 BTC purchased for about $1.20 billion. Supply Numbers Tighten Only one-third of Bitcoin’s fixed supply remains “liquid,” meaning it’s likely to trade hands. That squeeze could make it harder for new buyers to find inventory. Over-the-counter desks and exchange order books report thinner BTC listings. When institutions can’t source coins as easily, they may bid prices higher. On-chain metrics can’t tell us why coins are unmoved—some may be lost forever—but the uptick in self-custody transfers shows real demand. Forecasts Suggest Price Pressure Ahead At Bitcoin Conference 2025, Eric Trump predicted that he believes BTC will hit $170K at the end of 2026. He pointed out that the number of firms with Bitcoin has doubled in the last year. But if a supply crunch is matched with steady or increasing demand, prices might experience a strong push higher. Yet markets may remain unpredictable. Unexpected sell-offs or macro shocks can turn the trend around quicker than anyone can imagine. Investors and analysts will be monitoring the pace of new entrants into the market. For the time being, a record 14.35 million Bitcoin are sleeping idle, and that constricted supply may lay the groundwork for the next great rally. Featured image from Unsplash, chart from TradingView

Veteran crypto analyst Bob Loukas has delivered a Bitcoin update suggesting that the asset could be entering the “perfect storm” phase of its four-year cycle. But in a twist that defies traditional cycle models, Loukas now sees the possibility of a delayed blowoff top extending into early 2026 and introduces the prospect of a rare double-cycle structure. In his latest installment of the Four-Year Journey published on June 26, Loukas reaffirms that the current Bitcoin cycle — which began with the November 2022 low — remains structurally intact and is nearing its climactic phase. “This is certainly the most bullish phase of the four-year cycle,” Loukas states. “We’re now sort of on the cusp of what traditionally has been the beginning or the blowoff phase of a cycle.” Bitcoin Blowoff Delayed? What separates this cycle, according to Loukas, is the unique combination of maturing fundamentals and a confluence of macro, institutional, and regulatory forces. These include continued ETF inflows, corporate treasury adoption, and a radical policy shift under the Trump administration, including what he anticipates may be a pro-crypto Fed chair appointment. Together, these forces are creating what he calls a “perfect storm” for price expansion. Loukas is cautious about providing hard price targets but acknowledges a doubling effect that could send Bitcoin from its current range near $110,000 to as high as $150,000–$170,000 in the short term. Historically, such phases have seen Bitcoin double in a matter of months once new highs are breached. “A breakout to the upside can see Bitcoin essentially almost double in a very short period of time,” he says, pointing to prior legs of the cycle where Bitcoin surged from $25K to $75K or $50K to $100K within five-month windows. Yet what makes this latest report particularly notable is Loukas’ introduction of a more complex structure he calls a “double cycle blowoff.” He describes this as a fusion of two adjacent four-year cycle peaks — a concept that could delay the market top to as late as February or March 2026, well beyond the traditional 35-month cycle peak window. “If we’ve still got sort of a six to seven month expansion to a peak… that would lead us into maybe even a February or March peak,” Loukas explains. This scenario, while still within the broader cyclical rhythm, would imply a 39–41 month uptrend rather than the typical 33–35 months. “I do think it’s time… 15–16 years into Bitcoin’s adoption,” he notes, referencing the arc from early tech believers to deep institutional penetration. The implications are significant. A delayed peak could mean a much shorter corrective phase — or even the emergence of a second explosive rally as the next cycle begins, creating what Loukas describes as the illusion of one extended supercycle. “There’s a significant upside potential still to come in this cycle,” he says, warning that many may be caught off guard. “You don’t want to be surprised.” BTC Price Targets Loukas also addresses the broader sentiment picture, noting that the typical mania — the kind that marked tops in 2017 and late 2021 — has not yet materialized. “We haven’t seen that sort of blowoff, absolute extreme sentiment that you typically would see near the top,” he says. He sees this as further evidence that the final phase is still ahead. Regarding the price target for a supercycle, Loukas ponders: “I can see numbers in the quarter of a million level. I can also see some really crazy numbers when you see prior manias and bubbles in different asset classes, […] Seeing a 5x, 6x, 7x move from here over a 2-year period in a major mania is not really a stretch. Even from a market cap perspective, it’s not a stretch, seeing where gold is already heading through the $20 trillion level and well beyond.” While he emphasizes that these ideas are probabilistic and not predictions, Loukas does warn of the long-term consequences if his double-cycle thesis plays out. A massive influx of institutional capital, sovereign interest, and retail mania could ultimately trigger Bitcoin’s first true secular bear market, one not measured in months but in years. “If you consider a mania leadup where so many treasury companies and traditional flows come together and peak… the unwinding process just takes a lot longer.” For now, Loukas’ model portfolio remains partially in cash after trimming some positions near recent highs, reflecting a conservative approach tailored to capital preservation. Still, he acknowledges that younger or more risk-tolerant investors may view this moment as a final accumulation window before the next phase begins. “This video is very, very bullish, right?” he quips. At press time, BTC traded at $107,317.

Bitcoin entra novamente em zona de acumulação institucional semelhante à de 2023: tusemoon à vista? Por Igor Pereira, Analista de Mercado Financeiro – ExpertFX School Nas últimas sessões, analistas gráficos e traders institucionais vêm destacando que o Bitcoin (BTC) está negociando atualmente dentro de uma zona técnica de forte acumulação, descrita visualmente como um “grande oval verde” com múltiplas marcações de pontos de compra institucionais (green dots) — padrão que já foi observado no ciclo de alta anterior, especialmente no verão de 2023, antes do forte movimento de alta que impulsionou o BTC para novas máximas. Esse padrão, popularizado entre analistas técnicos e plataformas de leitura institucional, costuma representar zonas de alta concentração de liquidez e entrada de players de grande porte, muitas vezes antecipando fortes impulsos de valorização (também conhecidos como “tuzemoon”, ou moonshot rallies). Impactos no mercado financeiro A repetição de um padrão gráfico semelhante ao do ciclo de alta de 2023 está despertando forte atenção dos investidores institucionais e do varejo, reacendendo o apetite especulativo e a retomada do fluxo positivo em ETFs de BTC à vista. Além disso, dados on-chain reforçam essa perspectiva: há um aumento na retenção de BTC em carteiras de longo prazo (HODLers), juntamente com a diminuição da oferta líquida em exchanges — sinal clássico de acumulação silenciosa por grandes participantes. Essa convergência técnica pode gerar um novo ciclo de euforia, especialmente se combinada a eventos macroeconômicos favoráveis, como cortes de juros nos EUA, enfraquecimento do dólar ou maior injeção de liquidez nos mercados globais. O que esperar Caso o padrão de 2023 se repita, o Bitcoin poderá romper resistências-chave em US$ 109.000 e buscar novas máximas históricas acima de US$ 110.000 no curto a médio prazo. A entrada contínua de capital institucional, via ETFs e alocações estratégicas, será o motor principal desse novo ciclo. Contudo, vale destacar que o atual ambiente é diferente de 2023 em aspectos importantes: o cenário geopolítico é mais instável (com guerra no Oriente Médio e tensão China-EUA), o dólar segue forte, e o Federal Reserve ainda não sinalizou cortes claros de juros. Isso exige maior cautela. Opinião do analista Igor Pereira O padrão gráfico atual do BTC, com múltiplos sinais de entrada institucional em zonas de liquidez, é tecnicamente semelhante ao observado no pré-rali de 2023. Como analista, reconheço o valor desses padrões como ferramentas de antecipação de movimento — mas reforço que sua validade depende de confirmação de fluxo e contexto macroeconômico. Se observarmos volume crescente, aumento no open interest e quebra de resistências com força, a projeção de uma nova pernada de alta estará tecnicamente justificada. Mas, enquanto isso não ocorrer, estamos em uma zona de expectativa, e não de certeza. Para o trader, o cenário é de posicionamento tático, com foco em zonas de liquidez e proteção contra falsa euforia. Para o investidor, é uma oportunidade de médio prazo para posicionamento gradual, com stops bem definidos.

In the North American session, USD/CAD is trading quietly at 1.3653, up 0.10% on the day. On Thursday, the Canadian dollar posted strong gains of 0.63%, its best daily performance in a month. The US dollar has retreated against the major currencies as risk appetite has risen. The Canadian dollar has taken full advantage and has gained 5% against the greenback since April 1. Opinions are the authors'; not necessarily that of OANDA Business Information & Services, Inc. or any of its affiliates, subsidiaries, officers or directors. The provided publication is for informational and educational purposes only. If you would like to reproduce or redistribute any of the content found on MarketPulse, an award winning forex, commodities and global indices analysis and news site service produced by OANDA Business Information & Services, Inc., please refer to the MarketPulse Terms of Use. Visit https://www.marketpulse.com/ to find out more about the beat of the global markets. © {CURRENT_YEAR} OANDA Business Information & Services Inc.

Copper for delivery in September fell by more than 1% to a high of $5.0450 per pound or $11,120 per tonne in early trading on the Comex market on Friday as traders take profits after five straight days of gains. Pre-emptive buying in the US ahead of likely tariffs has opened up a massive gap between US and London Metal Exchange prices. Benchmark 3-month copper in London was trading higher at $9,887 per tonne on the LME in morning trading in London on Friday. Reuters reports some Chinese smelters have agreed to process copper from Antofagasta for no charge, but the outcome was better than expected for the smelters, already suffering losses. Shanghai Metals Market reported that the Chilean miner led with an opening bid of –$15 a tonne a record low for term treatment charges and substantially lower than end-2024 rates of $21.25 a tonne. CLICK ON CHART FOR LIVE PRICES The $0 agreement covers half Antofagasta’s 2026 copper concentrate production and presents a win for China’s smelters given spot charges are hovering around the –$43 mark which means smelters would have to pay copper miners for processing their concentrate. SP Angel, a mining and metals financing firm based in London, notes that the Chinese government has worked hard to reduce costs for local businesses, particularly electricity costs which support energy intensive industries like refining and enables Chinese companies to undercut Western counterparts. In a bid to cover short positions on the London Metal Exchange some Chinese smelters are rapidly ramping up exports. At least 30,000 tonnes of copper from smelters including Jiangxi Copper and Tongling Nonferrous Metals Group are poised to be delivered to LME warehouses in Asia in the coming weeks, anonymous sources told Bloomberg on Wednesday. Reuters, also quoting unnamed persons with knowledge of the matter, reports nearly 10 Chinese smelters were preparing to deliver 40,000–50,000 tonnes to LME inventories. In a note quoted by Bloomberg, investment bank Goldman Sachs said it expected LME prices to rise to a 2025 peak of roughly $10,050 a tonne in August, as supplies outside the US continue to tighten. “The ex-US copper market has tightened, causing fears of a regional copper shortage despite the global market currently being in surplus,” Goldman said, adding that once the expected 25% import levies are implemented in September, copper prices should retreat to under $10,000 again. Ready to ship inventories on the LME have declined about 80% this year to less than a day of global usage, prompting steep backwardation and a surge in exports by Chinese smelters. The premium for the cash copper contract over the three-month forward dropped this week from $280 on Monday as news of the exports filtered through to the market. Like other markets, the copper price has been on a wild ride in 2025, hitting all-time highs at the end of March only to come dangerously close to crashing through $4.00 barely a fortnight later. Year to date the orange metal remains up more than 20%.

Europe is preparing for another round of U.S. trade negotiations, with tariffs looming like the sword of Damocles. Everything is chopping, including BTC USD. While diplomats talk shop, BTC ▼-0.53% is pulling capital from hedge funds and pension desks alike but the price action is still muddied. Here’s what’s going on with the EU and its global impact: BitcoinPriceMarket CapBTC$2.12T24h7d30d1yAll time EU Prepares for Tough Talks as Trump’s Tariff Threats Loom This week, European Commission President Ursula von der Leyen extended an olive branch, declaring the EU prepared for a trade pact with the United States. “All options remain on the table,” she said in a NATO meeting in the Hague. The stakes are monumental, with President Trump threatening toslap 50% tariffs on EU goods, a move that could cripple industries like automotive and steel. Germany, already bearing the brunt of existing tariffs up to 25%, feels the pressure acutely. Belgian Prime Minister Bart De Wever distilled the sentiment, urging, “We must avoid tariffs at all costs.” The European car industry is particularly vulnerable, with EU trade negotiator Maroš Šefčovič warning, “The car industry of Europe is clearly bleeding. Tariffs at this level are unsustainable.” While the bloc considers retaliatory measures worth $95 billion should talks fail, von der Leyen proposed a broader vision of “redesigning” global trade rules, aiming for more balanced rules. BTC USD Strength Amid Institutional Shift and Geopolitical Tensions Behind the noise of trade talks, Bitcoin is quietly shifting hands. Wallets holding 1,000+ BTC have added 507,700 BTC over the past year, nearly 1,460 per day, according to CryptoQuant. With daily issuance now ~450 BTC post-halving, institutions are absorbing more than retail is shedding, setting the stage for a supply squeeze. Moreover, after brief turbulence from U.S.-Iran tensions, BTC bounced back to $107K. “This isn’t just crypto,” said analyst James Toledano. “It’s the weak dollar, falling oil, and rate cut bets driving the rebound.” (X) The EU’s struggle with trade barriers exposes deep vulnerabilities within its core industries, but Bitcoin’s steady performance in turbulent times tells a different story. This widening gap between faltering old-world systems and ascendant digital alternatives speaks volumes about where the meta is trending. EXPLORE: Tether CEO Paolo Ardoino Hopes For Net Positive From US Elections, Says Bitcoin Strategic Reserve Is A Great Idea: 99Bitcoins Exclusive Join The 99Bitcoins News Discord Here For The Latest Market Updates Key Takeaways With tariffs looming like the sword of Damocles. Everything is chopping, including BTC USD. Behind the noise of trade talks, Bitcoin is quietly shifting hands. The post EU Trade Deal Looms Over Trump Tariff War: What’s Next for BTC USD? appeared first on 99Bitcoins.