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According to on‑chain tracker Whale Alert, an unknown wallet just received 1,000,000 SOL in a single move worth over $152 million. It all happened in a flash. The report set off alarms across the Solana network and sent traders scrambling. Activity shot up almost immediately as everyone tried to figure out who was behind the transfer and why it mattered. Massive Transfer Caught On Chain Based on reports, the one‑million‑SOL transfer lifted 24‑hour trading volume to $4.11 billion, a nearly 28% rise. Large moves of this size—more than $152 million at current prices—often reshape order‑book depth and liquidity as traders adjust their positions in response. Price Rally Tops $150 Barrier Traders watched SOL climb from about $146 to $151, up 6.10% in the last week. Some snapped up coins at $150, betting that the whale’s shift in assets hinted at a larger play. Others took profits as the price crossed that round number, locking in gains. Either way, breaking above $150 marked a clear sign that short‑term momentum was back. It even pulled in fresh players looking for quick wins. US‑Listed Solana ETF Gains Traction On the same day, a new staking‑enabled Solana ETF went live on Cboe BZX. It started with $33 million in trades on its very first session. That outpaced many earlier crypto futures products, pushing more faith into SOL as an investment option. Based on reports, traditional investors who were on the fence now had a regulated path to add Solana to their portfolios without jumping through extra hoops. This double whammy—whale wallet shuffle and a fresh ETF—did more than bake a rally; it gave the market two clear signals. First, smart money still moves big chunks behind the scenes. Second, regulated products keep gaining ground in the crypto space. It’s too early to say which event will have the longer‑lasting impact. But for now, SOL traders have some solid numbers to chew on. With on‑chain indicators flashing and institutional tools coming online, Solana’s path could get a lot more interesting in the weeks ahead. Featured image from Meta AI, chart from TradingView

Swiss crypto-focused financial institution AMINA Bank announced providing custody and trading services for Ripple’s RLUSD stablecoin. On 3 July 2025, the Swiss FINMA (Financial Market Supervisory Authority) regulated crypto bank said in a press release, “Custody and trading services will be available to AMINA clients holding RLUSD, establishing a foundation for expanded services in the coming months.” Commenting on the development, Myles Harrison, Chief Product Officer of AMINA Bank said, “We are proud to be the first bank to support RLUSD and to provide our clients with access to one of the most anticipated digital assets in the market.” Notably, the company behind XRP has applied for a national banking charter in the US, aiming to bring its RLUSD stablecoin under direct federal oversight. This isn’t just about checking boxes. It’s a strategic attempt to give RLUSD a stronger foundation. It could also open the door to a deeper role in the financial system. If approved, the Ripple banking license would allow the company to hold RLUSD reserves directly with the Federal Reserve. Ripple’s CEO, Brad Garlinghouse, confirmed the application publicly, pointing out that RLUSD already operates under New York’s financial regulators. Getting a national charter through the Office of the Comptroller of the Currency (OCC) would expand that coverage, blending state-level approval with federal credibility. It’s also a signal to investors, regulators, and institutions that Ripple wants RLUSD to be taken seriously. Read more: Ripple Files for US Banking License for XRP and RLUSD Key Takeaways AMINA Bank, headquartered in Zug and licensed by Switzerland’s FINMA, is the first global bank to support RLUSD, Ripple’s new stablecoin pegged to the US dollar. The bank is starting with custody and trading services for RLUSD. It is targeting institutional clients and professional investors seeking compliant, regulated stablecoins. The post Swiss Bank AMINA Becomes First to Offer Custody, Trading for Ripple’s RLUSD Stablecoin appeared first on 99Bitcoins.

🚨 93% de Chance de a Dívida Nacional dos EUA Superar US$38 Trilhões em 2025, Segundo a Plataforma Polymarket 💣 Projeção Eleva Alertas sobre Sustentabilidade Fiscal, Inflação e Demanda por Ativos de Refúgio Por Igor Pereira, Analista de Mercado e Membro Junior Wall Street NYSE A plataforma descentralizada de previsão de eventos Polymarket, baseada em tecnologia blockchain, aponta 93% de probabilidade de que a dívida nacional dos Estados Unidos ultrapasse a marca de US$38 trilhões até o fim de 2025. A aposta reflete a percepção crescente entre participantes institucionais e digitais de que a trajetória fiscal americana é insustentável no cenário atual. Essa estimativa se soma à crescente preocupação com a dinâmica explosiva da dívida pública americana, especialmente diante do novo plano econômico de Donald Trump — “gastar para crescer” — revelado recentemente, que substitui a contenção fiscal por estímulos massivos à indústria, infraestrutura e defesa. 📉 Por que isso importa? O crescimento acelerado da dívida americana tem impacto direto no valor do dólar, nos rendimentos dos Treasuries e na cotação do ouro (XAU/USD). A perspectiva de déficits contínuos, com emissão maciça de dívida, tende a pressionar: O dólar para baixo, em meio à desconfiança global sobre sua sustentabilidade como reserva Os rendimentos dos Treasuries para cima, exigindo maiores prêmios de risco O preço do ouro para cima, como hedge contra inflação, colapso da moeda e risco soberano 🧮 A Dívida em Números Dívida atual (julho/2025): US$ 36,8 trilhões Projeção Polymarket: 93% de chance de ultrapassar US$ 38 trilhões até 31 de dezembro de 2025 Projeção do Escritório de Orçamento do Congresso (CBO): dívida poderá ultrapassar US$ 50 trilhões até 2030, sem reformas estruturais 🔥 O Que Está Acelerando o Endividamento? Novo ciclo de gastos do governo Trump Estímulo a indústrias estratégicas, defesa e infraestrutura Subsídios e incentivos fiscais para reindustrialização Juros elevados por mais tempo O custo da dívida federal aumentou exponencialmente com os Fed Funds acima de 5% Em 2025, os pagamentos de juros já superam US$ 1 trilhão/ano Guerra e geopolítica A recente ofensiva militar dos EUA contra o Irã e o aumento dos gastos da OTAN intensificam o custo fiscal Ausência de reformas estruturais no Congresso A polarização política impede medidas de controle de gastos ou aumento de arrecadação 🏦 Impactos para o Mercado Financeiro Ativo Expectativa de Impacto Observação Técnica Dólar (DXY) Baixa estrutural Perda de confiança global e menor demanda por Treasuries Ouro (XAU/USD) Alta estrutural Proteção contra desvalorização do dólar e colapso fiscal Treasuries 10Y Volatilidade e alta nos juros reais Exigência de prêmios de risco maiores Criptomoedas Alta (especialmente BTC) Apostas em colapso do sistema fiduciário tradicional 🛡️ Conclusão ExpertFX School A previsão de 93% de chance da dívida americana ultrapassar US$ 38 trilhões em 2025 deve ser lida como um sinal de alarme estrutural para investidores institucionais e varejo. O mercado já começa a precificar a insustentabilidade do atual modelo fiscal dos EUA, com reflexos diretos no preço do ouro, do dólar e nos mercados globais de risco. A longo prazo, essa realidade pode acelerar movimentos de desdolarização e a busca por ativos reais como ouro, commodities e até criptoativos. O ouro, em especial, tende a se beneficiar como ativo de reserva neutro frente à erosão da confiança na dívida soberana americana. 📈 Acompanhe no ExpertFX School análise completa da curva de rendimentos dos EUA, fluxo de ouro físico e alocações de bancos centrais em resposta ao descontrole fiscal global.

As the adoption of stablecoins slowly takes over, stewardship and proper regulation become a priority to maintain economic harmony. Bank of England (BOE) Governor Andrew Bailey seems to think the same. Bailey has cautioned that the adoption of digital currencies, including stablecoins, could upset the economic applecart if proper regulation isn’t implemented. Per remarks given during his speech at the Andrew Crockett Memorial Lecture on 3 July 2025, the nature of reserve currency has evolved. The monetary world has moved on from the earlier definition of a reserve currency as a fixed monetary anchor to an increasing reliance on secure, liquid assets such as the US Treasuries, and the central bank’s supply of liquidity as and when needed. “First, at least for the large economies, it could be asked today, what is the point of official reserves?” he said. In addition to this, Bailey also put forth the notion of the changing role of reserve currency, explaining how it has moved from backing currency convertibility to preserving financial stability as capital circulates in and out of a country. Bailey cautioned, “Central banks need to carefully examine payment innovation based on stablecoins.” Bailey, soon to lead the Financial Stability Board, has previously flagged potential threats regarding stablecoins and plans to address them soon. Explore: Best Meme Coin ICOs to Invest in July 2025 Adoption of Stablecoins Could Cause Digital Dollarisation In the wake of the landmark legislation passed by the US Senate normalising the use of stablecoins, Bailey’s warnings come amidst growing concerns related to the wide adoption of the US dollar-backed stablecoin, which could cause digital dollarisation. A striking contrast to this is the US Treasury Secretary Scott Bessant, hailing the stablecoin legislation as a step towards cementing the dollar’s reserve currency status worldwide, amidst concerns regarding the erosion of trust in the greenback’s reserve currency status. “We need to watch carefully the evolution of payment forms and whether innovation here introduces fragility into what I would call the ‘money system,” said Bailey. He went on to point out during his lecture the need for authorities to carefully monitor any changes made to the structure of money, such as the introduction of privately issued stablecoins, that help mitigate any detrimental effects on monetary trust. “If, for instance, stablecoins emerge as a new form of money, we have to decide how to ensure the singleness of money and therefore trust in money in this world, and what role the notion of reserve currency should play here,” he said. He added, “The rise of stablecoins could raise questions about the purpose of official foreign reserves in major advanced economies today.” Explore: 10+ Crypto Tokens That Can Hit 1000x in 2025 “Central banks could face the heat if stablecoins become a widely used form of payment without proper regulations” Bailey mentioned that authorities should make efforts to clarify the role of reserve currencies since advancements in payment technologies might avoid traditional oversight. Some analysts are of the opinion that the adoption of stablecoins without global coordination could split the financial system. Without regulations in place, privately issued tokens might circulate outside central control, making it harder to manage economies and keep cross-border finance stable. Authorities are currently reviewing how stablecoins can remain reliable and legally compliant as questions arise regarding the inclusion of stablecoins into the financial monetary system or their existence outside of it. Explore: 9+ Best High-Risk, High-Reward Crypto to Buy in July 2025 Key Takeaways The role of a reserve currency has changed from backing currency convertibility to preserving financial stability Authorities should carefully monitor any changes made to the structure of money to mitigate any detrimental effects on monetary trust Some regulators think that stablecoins could potentially split the financial system The post BoE Governor Andrew Bailey Warns Adoption of Stablecoins Threatens Central Bank appeared first on 99Bitcoins.

The improbable $1 price target for Dogecoin has returned to the spotlight after independent crypto analyst Cantonese Cat (@cantonmeow) shared a bold new Ichimoku-based projection on July 3. In a chart posted to X, the analyst outlined a parabolic price trajectory for DOGE using 2-week candles, suggesting that the memecoin could begin an explosive ascent in late 2025, eventually reaching the symbolic one-dollar mark. The $1 Dogecoin Dream The projection rests on DOGE’s ability to maintain current bullish structure above the Ichimoku cloud, with a brief retest later this year during liftoff. “DOGE 2-week candles, Ichimoku cloud shown. Why am I buying doge? Because I’m delusional and this is what I’m thinking,” the trader wrote, pairing tongue-in-cheek self-awareness with conviction in a longer-term breakout scenario. At the time of the chart’s publication, Dogecoin was trading at $0.172, up nearly 14% on the fortnight. The price action shows a clean bounce off the top of the green Ichimoku cloud, suggesting that DOGE is holding bullish structure on a high timeframe, a key technical criterion in Ichimoku trend-following theory. The Ichimoku Cloud (Kumo) on the 2-week timeframe, calculated with the traditional 9/26/52/26 settings, shows the Leading Span A (Senkou A) currently above Leading Span B (Senkou B), forming a green cloud—indicative of a bullish trend outlook. DOGE’s price is above the cloud, which acts as dynamic support. This is critical: Ichimoku practitioners consider price above the cloud to be in a bullish regime, especially on higher timeframes. The analyst’s hand-drawn black curve on the chart begins near $0.17 and initially curves downward, touching the upper boundary of the Kumo in the near future, likely near the $0.15–0.16 zone. This suggests an expected retest of the cloud support, a common setup in trend continuation trades. Rather than projecting a breakdown, the curve depicts this contact as a springboard for a rapid vertical rally. Once the price completes its cloud retest, the trajectory steepens dramatically, punching through overhead resistance near $0.29—the approximate flat Kijun-sen level—then continuing past prior 2024 highs. The final stretch of the curve accelerates toward the $1 level sometime in 2026, consistent with the behavior seen in prior memecoin mania phases. Interestingly, Cantonese Cat’s conviction comes despite several bearish near-term signals. Just two days prior to publishing the chart, the analyst wrote: “DOGE closed the month below the 20-month SMA, with a bearish engulfing candle! I would care if the volume wasn’t so pathetic…” That statement acknowledged structural weakness but dismissed it on the basis of low participation, hinting that sellers lacked conviction. The same day, the trader disclosed renewed entries into DOGE and Avalanche, stating, “I don’t know if I’m doing it right, but I bought AVAX and DOGE again this morning.” Broader Context DOGE’s memetic status makes it particularly susceptible to sentiment shifts, and it remains uncorrelated to fundamentals in the traditional sense. Still, in the 2021 and 2024 bull markets, DOGE served as a proxy for retail risk appetite, often outperforming once attention rotated from majors like Bitcoin and Ethereum. The green cloud forecast and the rising trajectory into 2026 may reflect not just technical setups, but a broader cyclical expectation: that another wave of liquidity, speculative mania, or cultural relevance could return DOGE to the spotlight. For now, however, the price must hold the cloud before the market can validate this roadmap. At press time, DOGE traded at $0.1678.

RON crypto jumped 35% on July 3 before cooling off. P2E games like Lumiterra, Pixel, and Axie Infinity on the Ronin Network are driving demand. Is the RONUSDT bear run over? The Ronin Network has been in the shadows for too long. After a disastrous hack, activity plummeted, and the crypto winter of 2022 slowed inflows to crypto gaming tokens and NFTs. However, this does not mean Ronin “died” or that crypto gaming and NFTs had no place in the market. DISCOVER: 20+ Next Crypto to Explode in 2025 RON Crypto Jumps 35%: Is the Bear Run Over? True, bears still have the upper hand as far as RON (No data) crypto price action is concerned. According to Coingecko, RON, the native coin of the Ronin Network, is down nearly 90% from its all-time high. Holders who believed in the project and held through the crypto winter of 2022 are up a respectable 150% at current rates. RON sank to a low of $0.19 in November 2022, trailing some of the top Solana meme coins. From the daily chart, it’s clear that the path of least resistance has been downward. RON is down 80% from December 2024 highs, with sellers maintaining pressure throughout 2025. Despite a brief surge in early May, prices turned lower, and at current rates, RON is trending near 2025 lows of around $0.35. The good news is that bears are losing steam. Yesterday, RON crypto surged over 35% before cooling off, lifting the coin above local liquidation levels and setting the stage for it to be the next crypto to explode. If this momentum continues, RON could reclaim May 2025 highs, break $0.80, and even reach $1 in the coming weeks. As expected, the surge is driven by trader interest. RONPriceRON24h7d30d1yAll time When RON rallied, its trading volume spiked, exceeding the daily average volume recorded in December 2024. From this, it is evident that RON traders and investors are back, convinced the coin may be undervalued. DISCOVER: Top Solana Meme Coins to Buy in 2025 Why is the Ronin Network Trending? What’s Happening? While Axie Infinity remains the flagship play-to-earn (P2E) game on the Ronin Network, the Ethereum-compatible platform has evolved to support a growing ecosystem of games. In recent days, the explosion of Lumiterra, an open-world mobile game with over 200,000 daily active users, has led the charge. Presently, Lumiterra is conducting its MegaDrop Part 1 campaign on Kaito, rewarding asset holders and content creators with LUMI tokens. This airdrop explains the surge in Ronin activity, propelling the network to rank among the top gaming platforms as of July 3, 2025. Then there’s Pixels, a farming game that’s slowly gaining traction. In the past month, Pixels recorded over 30,000 daily active users. The game recently updated its staking mechanics and adjusted the PIXEL token emission schedule, solidifying its popularity. Earlier on, in March 2025, they integrated OpenSea, an NFT marketplace, boosting the liquidity of Ronin-based NFTs. DISCOVER: Next 1000x Crypto – 11 Coins That Could 1000x in 2025 RON Crypto Jumps 35%: Ronin Network P2E Games Driving Demand RON crypto jumps 35% before cooling off RON crypto bulls now target $0.80 and $1 P2E games like Lumiterra, Pixels, and Axie Infinity are pumping demand Ronin Network developers are also actively building The post The Ronin is Back: RON Crypto Jumps 35%, Here’s What’s Driving the Mega Pump appeared first on 99Bitcoins.

The wait for altcoin season continues as the crypto market is still showing signs of bearish movement. Expectations are high that the altcoin market will begin to rally soon, but not everyone is optimistic that the altcoin season is coming. One of those is market analyst and expert Stockmoney Lizards, who has said that it is not happening soon. Altcoin Season Is Not Happening Soon In an X (formerly Twitter) post, Stockmoney Lizards informed their over 160,000 followers that the altcoin season could not be happening anytime soon. The analyst said that it is “not even remotely close”, pointing to the rising Bitcoin dominance as the reason why the altcoin season is still far off. Analyzing the chart, the market expert explains that despite the Bitcoin dominance having fallen by around 2%, it still doesn’t mean much. This is because the dominance is still very strong and continues to trade inside the channel. This channel also charts a possible increase in the Bitcoin dominance from here, which would be detrimental for altcoins. So far, the Bitcoin dominance has also managed to hold above 65%. While this is not the highest it has ever been, it is still incredibly high, with previous altcoin seasons not happening until the dominance had fallen toward 40%. The analyst doesn’t entirely rule out the possibility of an altcoin season, saying it will still come. However, for now, Bitcoin continues to dominate, as he explains that “BTC is the measure of all things.” Altcoin Dominance Reaches 2021 Levels As the Bitcoin dominance has risen and the altcoin dominance has fallen, they have gone toward levels not seen in years. For example, the last time the Bitcoin dominance was above 65% was back in 2021 before it crashed to usher in the altcoin season, according to data from CoinMarketCap. Even worse is the Ethereum dominance, which has dropped to 5-year lows. Sitting at only 8%, it is now at levels recorded back in 2020 before the market rebounded from the COVID-19 crash. This has greatly diminished Ethereum’s ability to pull the altcoin market up with it. In the same vein, the altcoin dominance, excluding Ethereum, has now dropped to 26%. The last time that the OTHERS dominance was this low was in 2021. However, this was right around when the altcoin season was starting, suggesting that the current market could be at the cusp of another altcoin run. Nevertheless, for there to be any sustainable altcoin season, the Bitcoin dominance must first crash. Going by what happened back in 2017 and 2021, at least a 40% crash in the Bitcoin dominance is required to usher in the altcoin season.

Tether is making moves again, and this time, it is to mine green Bitcoin. In a bold move, they have partnered with South American agribusiness giant Adecoagro to create a BTC ▼-1.13% mining operation. But this time, the operation site will be powered solely on robust renewable energy in Brazil. The goal is to transform clean energy into digital gold. With Tether holding a 70% stake in Adecoagro and turning its eyes to global mining dominance, this initiative could reshape how the world views crypto sustainability and energy use. BitcoinPriceMarket CapBTC$2.17T24h7d30d1yAll time Green Power for More Sustainable Bitcoin Mining Tether’s partnership with Adecoagro represents a strategic push towards more eco-Bitcoin mining. Adecoagro is a major agribusiness with more than 230 MW of renewable energy from solar, wind, and biomass production. The pilot project in Brazil aims to repurpose surplus power. Energy that would otherwise go unused now will be harnessed to mine Bitcoin. The company has set a goal to become the biggest Bitcoin miner in the world, and with Brazil set up, this will seal the deal. The social media response has been mostly positive, especially on X (Twitter), and crypto influencers applaud the focus on sustainability and financial innovations. Users highlighted Adecoagro’s potential Bitcoin exposure and the environmental upside of using surplus renewable power. But the question remains if this business model can scale globally and is the regulators are going to be happy with it. How will the market react to an energy-rich corporation entering the crypto-mining business? These uncertainties will be answered in the near future. What we know for sure is that Tether is not only a crypto heavyweight champion but also possibly a sustainable leader in the Web3 world. DISCOVER: Best Meme Coin ICOs to Invest in Today Join The 99Bitcoins News Discord Here For The Latest Market Updates Key Takeaways Tether partnering with Agrodeco in Bitcoin green mining. Tether owns a 70% share in Agrodeco. How is the new open-source Tether Mining OS going to change the crypto game? The post Tether Eyes South America’s Surplus Power for Green Bitcoin Mining appeared first on 99Bitcoins.

Gold briefly slipped to a four-week low as some investors rotated back toward riskier assets, such as stocks, following the Israel-Iran ceasefire deal, which appears to be holding for now. Stocks climbed after President Trump said a trade deal had been signed with China, as Beijing agreed to approve rare earth exports. Investors and traders had piled into the safety of precious metals as missiles flew in the Middle East and amid concerns that trade was slowing between the world’s two largest economies. The ceasefire and trade deal alleviated some of the market’s most pressing geopolitical and economic concerns, prompting light profit-taking in gold. Gold slid below $3,300 an ounce as short-term traders took profits on the recent double-digit rally in precious metals. The long-term trend remains positive for gold, and the metal remains well above its 200-day moving average, a technical signal that confirms the uptrend remains in place. Gold and Silver Remain the Best Performing Asset Class in 2025 Even with the light pullback in gold prices, the precious metal is still notching a 21% gain since the start of the year, with silver up 20%, both handily beating the 4.41% gain in the S&P 500 this year. Key Inflation Gauge Ticks Modestly Higher The Federal Reserve’s preferred inflation indicator, the personal consumption expenditure (PCE), rose by 2.3% over the 12 months through May, the Commerce Department said. Excluding food and energy, core PCE inflation rose to 2.7% in May, from 2.6% in April. While the uptick in inflation is positive for the precious metals sector, gold and silver showed little reaction as the easing of the Middle East conflict, for now, has dampened fresh demand for precious metals. Consumer Spending Drops for the First Time in 2025 Americans spent less in May on both goods and services as consumer spending fell 0.1%. Economists had expected consumer spending to gain 0.1% last month. Consumers bought fewer cars and spent less at restaurants and hotels. Economists say that consumer worries about tariff hikes translated into weaker spending in the second quarter, which could have a broader impact throughout the year. Consumer spending is a major driver of the American economy, accounting for over two-thirds of all economic activity. The Bottom Line The price pullback in gold offers long-term investors an opportunity to accumulate precious metal at lower prices. Now is an opportune time to trade fewer of your dollars for more gold. A number of major Wall Street firms target gains to the $4,000 area and beyond in the months and years ahead. Today’s pricing on gold offers long-term investors an opportunity to increase their allocation to the safety and security of precious metals while they are effectively on sale. Use the summer complacency as your opportunity to make savvy market moves. Photo by Zlaťáky.cz on Unsplash The post Gold Briefly Dips As Risk Aversion Fades on Israel-Iran Ceasefire, China Trade Deal appeared first on Blanchard and Company.

Gold briefly slipped to a four-week low as some investors rotated back toward riskier assets, such as stocks, following the Israel-Iran ceasefire deal, which appears to be holding for now. Stocks climbed after President Trump said a trade deal had been signed with China, as Beijing agreed to approve rare earth exports. Investors and traders had piled into the safety of precious metals as missiles flew in the Middle East and amid concerns that trade was slowing between the world’s two largest economies. The ceasefire and trade deal alleviated some of the market’s most pressing geopolitical and economic concerns, prompting light profit-taking in gold. Gold slid below $3,300 an ounce as short-term traders took profits on the recent double-digit rally in precious metals. The long-term trend remains positive for gold, and the metal remains well above its 200-day moving average, a technical signal that confirms the uptrend remains in place. Gold and Silver Remain the Best Performing Asset Class in 2025 Even with the light pullback in gold prices, the precious metal is still notching a 21% gain since the start of the year, with silver up 20%, both handily beating the 4.41% gain in the S&P 500 this year. Key Inflation Gauge Ticks Modestly Higher The Federal Reserve’s preferred inflation indicator, the personal consumption expenditure (PCE), rose by 2.3% over the 12 months through May, the Commerce Department said. Excluding food and energy, core PCE inflation rose to 2.7% in May, from 2.6% in April. While the uptick in inflation is positive for the precious metals sector, gold and silver showed little reaction as the easing of the Middle East conflict, for now, has dampened fresh demand for precious metals. Consumer Spending Drops for the First Time in 2025 Americans spent less in May on both goods and services as consumer spending fell 0.1%. Economists had expected consumer spending to gain 0.1% last month. Consumers bought fewer cars and spent less at restaurants and hotels. Economists say that consumer worries about tariff hikes translated into weaker spending in the second quarter, which could have a broader impact throughout the year. Consumer spending is a major driver of the American economy, accounting for over two-thirds of all economic activity. The Bottom Line The price pullback in gold offers long-term investors an opportunity to accumulate precious metal at lower prices. Now is an opportune time to trade fewer of your dollars for more gold. A number of major Wall Street firms target gains to the $4,000 area and beyond in the months and years ahead. Today’s pricing on gold offers long-term investors an opportunity to increase their allocation to the safety and security of precious metals while they are effectively on sale. Use the summer complacency as your opportunity to make savvy market moves. Photo by Zlaťáky.cz on Unsplash The post Gold Briefly Dips As Risk Aversion Fades on Israel-Iran Ceasefire, China Trade Deal appeared first on Blanchard and Company.

After recovering from the recent pullbacks, SUI is attempting to reclaim a crucial resistance, which could trigger a breakout from its bullish formation. Some analysts believe that the cryptocurrency’s imminent rally could target significantly higher levels. SUI Eyes Key Area Reclaim On Thursday, SUI has surged more than 10% from its $2.70 support toward the crucial $3.00 barrier. The cryptocurrency has been attempting to reclaim this area throughout Thursday, hovering between the $2.95 and $3.08 levels. Notably, the altcoin ended its multi-month downtrend after breaking above its descending resistance at the end of March, fueling its rally toward the $4.29 high in May. Since the Q2 breakout, SUI has been trading within the $2.33-$4.10 range. Nonetheless, the June pullbacks, driven by the global geopolitical tensions, sent the token below the $3.00 mid-range support to its local low of $2.22 nearly two weeks ago, before reclaiming the $2.80-$2.90 area. Amid the start-of-month retracement, the altcoin briefly lost its local range, but the Wednesday pump reignited bullish sentiment and potentially set the stage for a rally continuation. Analyst Alex Clay noted that SUI is currently testing the confluence of the 50-day, 100-day, and 200-day Exponential Moving Averages (EMAs) resistances alongside its bullish flag resistance. According to the chart, the cryptocurrency has been trading within a bullish flag formation since May, and lost the technical indicators throughout the June pullbacks. Now, the indicators and the patterns’ upper boundary sit as resistance around the $3.00-$3.10 area. If the altcoin reclaims these key levels, the analyst considers that a rally to the $5.00 resistance would be “an easy trade.” Is A Breakout To $10 Nearby? Analyst Marcus pointed out that SUI “just snapped back from the 0.786 Fib zone sharp, clean and confident.” He added that the cryptocurrency’s structure held despite the correction, which confirmed a “healthy pullback, not a breakdown.” To the analyst, the current bounce could be the higher low that sets the stage for SUI’s next major move, as “all signs point to a setup that’s not done yet.” Meanwhile, market Watcher Crypto Yhodda affirmed that SUI is “in a big accumulation right now,” pointing to an eight-month triangle formation. According to the analyst, a breakout from this pattern “can help it reach the dream target of $10.” Similarly, Kaleo highlighted SUI’s bounce on its trading pairs against Bitcoin (BTC) and USD. He explained that there are many similarities between the base the altcoin is currently building and the base from the April lows that propelled the token to its local high. The cryptocurrency bounced off the High timeframe (HTF) ascending support line on both occasions, suggesting a massive rally could be ahead. To the analyst, the $10 target is “a magnet.” Crypto Batman also highlighted this ascending support, noting that the recent pullback marks the third time the cryptocurrency has bounced from it since August. Following the previous two retests, the token rallied for weeks toward higher levels, signaling that a breakout could be nearby. Additionally, he considers that SUI displays a “solid-looking setup,” as it is trading above the key $2.30-$2.40 area that has served as resistance and support on the weekly chart. As of this writing, SUI trades at $3.09, a 15% increase in the weekly timeframe.

🧭 China está “Tornando o Ouro Público”: Análise Estrutural do Avanço Chinês no Mercado Global de Ouro 🖋️Por Igor Pereira – Analista de Mercado | Membro Junior Wall Street NYSE 🧱 Por que isso importa agora? O movimento da China para internacionalizar o ouro e seu próprio sistema monetário está se tornando o eixo central de uma transformação no mercado financeiro global. Após mais de uma década de planejamento, Pequim está avançando silenciosamente com uma estratégia robusta de longo prazo para transformar o ouro em um pilar público e monetário da nova ordem multipolar, alavancando o yuan e consolidando sua independência em relação ao dólar americano. Esta é a transcrição técnica e comentada de uma prévia em formato de redação, antecipando o conteúdo premium completo que será lançado neste fim de semana no ExpertFX School. 🎯 Principais Temas Abordados 1.🧭 Migração da Cadeia de Suprimentos para o Oriente (Desde 2013) 📌 A demanda por ouro migrou para a Ásia, levando bancos ocidentais a abrir cofres em Cingapura e Hong Kong. 🔎 Insight: “A demanda dita a localização do poder de precificação.” 2.⚙️ Estrutura de Cadeia de Suprimentos (Ouro vs. Prata) 📌 Diferente da prata, o ouro atua tanto como insumo quanto produto final. Isso facilita seu uso como ativo de reserva. 🔍 Insight: o ouro circula mais no nível financeiro do que industrial, consolidando seu papel monetário. 3.💱 Fim do Dólar como Moeda Única de Precificação 📌 China e BRICS buscam romper com a precificação exclusiva em dólar. 🎯 Objetivo: criar mercados regionais de ouro precificados em yuan, reforçando a independência monetária. 4.💴 Ouro como Âncora para o Yuan 📌 A China está construindo uma ligação simbiótica entre o ouro e o yuan, espelhando o padrão dólar-ouro pós-Segunda Guerra. 📌 Finalidade: fortalecer a confiança no yuan como moeda de troca e reserva em economias satélites. 5.🏗️ Infraestrutura Chinesa vs. Demanda Explosiva 📌 A demanda doméstica pode estar superando a capacidade logística. ✔️ Porém, o planejamento antecipado da China e a durabilidade do ouro facilitam a estruturação. 6. 🧩 Transformação Estrutural do Mercado Interno Chinês 📌 Cinco áreas-chave da estratégia chinesa: Queda na produção doméstica Aumento da demanda de investimento Logística de importação e refino Reestruturação via SGE e SHFE Estratégia do PBoC (Banco Central da China) 7. ⛏️ Queda de Produção Interna e Aumento de Importações 📌 A China precisa importar mais ouro refinado de Suíça, África do Sul, Canadá e Austrália. 📌 O PBoC controla cotas de importação com rigidez. 8. 📈 Demanda por Investimento supera Joias 📌 A preferência do chinês médio mudou: ETFs e barras pequenas substituem a joalheria como forma de exposição ao ouro. 📌 Consequência: fluxo mais especulativo e agressivo. 9. 💸 Prêmio de Xangai e Restrições Cambiais 📌 Quando o preço em Xangai (SGE) supera Londres, o arbitrador físico entra em ação. 🔎 Mas, com o yuan enfraquecido e o mercado fechado, o prêmio só fecha via entrega física real. 10. 🌐 Dupla Estrutura de Mercado: Local e Global 📌 A China separa acesso entre: SGE/SHFE: para investidores locais SGE International (SGEI): para participantes estrangeiros e BRICS 📌 Bancos chineses promovem ouro físico ativamente ao varejo, o oposto dos EUA. 11. 🏦 Estratégia de Acumulação do PBoC 📌 Oficialmente, o ouro representa apenas 7% das reservas, mas a acumulação é constante e discreta. 📌 Objetivo: preservar a confiança internacional sem causar disrupção. 12. 🔍 Transparência Estratégica e Integração Global 📌 A China usa o ouro como ativo para ganhar respeito e confiança internacional (SDR, FMI, etc). 📌 Revelações são graduais e politicamente calculadas. 📌 Foco do Relatório Premium deste Final de Semana Em breve o analista Igor Pereira deverá publicar um relatório técnico detalhado com foco em: Estratégia de substituição do dólar pelo yuan Expectativa de valorização do ouro com apoio institucional chinês Como isso influencia o XAU/USD e a perda de hegemonia dos contratos da Comex A importância do SGEI na construção de um mercado de ouro multipolar O impacto direto no dólar e nos Treasuries 🎯 Conclusão ExpertFX School A China está "tornando o ouro público", não como um slogan político, mas como uma reengenharia estrutural dos mercados monetário e de reserva global. O avanço do PBoC, a sofisticação da infraestrutura local e a articulação com BRICS criam uma nova rota institucional para o ouro, ameaçando o domínio do dólar na precificação de ativos reais. 🚨 Para traders e investidores, isso representa um dos maiores fluxos de capital potencial da próxima década. A leitura institucional sobre o ouro deve incluir agora variáveis políticas, monetárias e geoestratégicas do Oriente.

The Bitcoin market now appears to be seeing a notable surge in its momentum, with the asset finally breaching the $110,000 mark to inch really close to its all-time high. The asset has so far registered a 24-hour high of $110,117, less than 3% increase away from its all-time high of $111,814 registered in May. At the time of writing, BTC trades back at $109,000 levels, marking a 1.3% increase in the past day. While the price action alone has fueled speculation of an imminent breakout, several analysts suggest that deeper structural shifts within the market are at play. On-chain data particularly reveals changes in whale activity, exchange flows, and stablecoin dynamics that could offer clues about the market’s next move. Signs of Reduced Bitcoin Selling Pressure and Upward Bias CryptoQuant analyst Crypto Dan shared a detailed view of the current state of Bitcoin’s price structure, emphasizing a broader directional change in the market that began in April. According to the analyst, Bitcoin’s recent price resilience can be attributed to a noticeable decline in selling pressure from US-based institutional investors and whales. These large players, who were previously offloading significant holdings, have shifted into accumulation mode in recent months. Dan explained that Bitcoin appears to be in a transitional phase. He observed a gradual fade in sell-side activity from major US wallets since April, and that drop has been met with stable buying pressure. This suggests that institutions are no longer offloading positions but are maintaining or adding to their holdings. Dan added that the current consolidation, marked by Bitcoin’s price hovering above the $100,000 range, is allowing short-term overheated indicators to cool down. Dan noted: While the possibility of a correction remains, the broader market direction continues to be upward, so I will maintain my perspective and look forward to the second half of 2025. Overall, this could mean that the ongoing price action in the market may be the calm before a longer-term move upward, assuming macro conditions remain supportive. Exchange Outflows and Liquidity Trends Paint a Risk-On Picture Adding further context, another CryptoQuant contributor, Novaque Research, pointed to recent shifts in on-chain flows and broader liquidity conditions. According to their data, exchange outflows have picked up notably since late June, with some days seeing over 10,000 BTC withdrawn. Such behavior typically signals long-term investor confidence and a reduced likelihood of near-term sell pressure. Additionally, the report noted that miners have remained largely inactive in terms of selling despite BTC trading above $100,000. This suggests confidence in price sustainability and possible anticipation of more favorable financial conditions. Meanwhile, stablecoin activity has also shown key changes. Both USDC and USDT supply ratios on exchanges have been trending downward since mid-June, indicating capital is sitting idle rather than flowing into spot markets. Novaque noted that investors may be on the sidelines waiting for confirmation, but the structural behavior is leaning toward accumulation. Featured image created with DALL-E, Chart from TradingView

Data of the Bitcoin Stablecoin Supply Ratio suggests investors have stronger purchasing power today than during the previous bull rally. Bitcoin Stablecoin Supply Ratio Showing Neutral Purchasing Power In its latest weekly report, the on-chain analytics firm Glassnode has talked about the latest trend in the Stablecoin Supply Ratio (SSR) of Bitcoin. This indicator measures the ratio between the Bitcoin supply and the supply of stablecoins. Stablecoins are cryptocurrencies that have their price tied to a fiat currency. The SSR specifically measures the supply of the stablecoins tied to the US Dollar (USD). As for the role that these assets play in the sector, Glassnode explains: Stablecoins have become a critical component of the digital asset ecosystem, serving as the primary quote asset for trading across both centralized and decentralized venues. Functionally, they represent readily available capital, or “dry powder”, available for digital asset purchases. As such, the SSR compares the Bitcoin supply against this available dry powder. In other words, it tells us about how the cryptocurrency compares against the investor’s purchasing power. When the value of the metric is high, it means the BTC supply is high compared to the stablecoin supply. In other words, the trader’s purchasing power is weak. On the other hand, the indicator being low suggests there is high dry powder available relative to the BTC supply. In the context of the current discussion, the SSR itself isn’t of focus, but rather a modified indicator called the SSR Oscillator. According to the analytics firm, the metric measures “how the 200d SMA of the SSR moves within the Bollinger Bands BB(200, 2).” Now, here is a chart that shows the trend in the Bitcoin SSR Oscillator over the last few years: As displayed in the above graph, the Bitcoin SSR Oscillator has been close to the zero mark during the last couple of months, indicating the investor purchasing power is more or less neutral compared to the size of the BTC supply. From the chart, it’s visible that the trend was different during the rally beyond $100,000 that occurred late last year. Back then, the SSR Oscillator took on a highly positive value, suggesting the stablecoin supply was low relative to BTC. The cryptocurrency is currently also trading around the same levels as then, yet the SSR is showing a different story. “Despite similar price levels, this shift suggests that investor purchasing power has improved markedly, reflecting stronger underlying demand conditions,” notes the report. BTC Price At the time of writing, Bitcoin is trading around $109,500, up over 2% in the last seven days.

🔶 Bitcoin domina redes sociais e mineradora MARA atinge 50 mil BTC em balanço 📰 Por Igor Pereira – Analista de Mercado | Membro Junior Wall Street NYSE 📅 04 de Julho de 2025 📌 Resumo Executivo O Bitcoin (BTC) volta a liderar o centro das atenções do mercado com dois eventos que reforçam sua força institucional e o interesse global por ativos escassos: O BTC é, segundo dados da Santiment, o ativo mais mencionado nas redes sociais em julho. A mineradora pública Marathon Digital Holdings (MARA) confirmou que atingiu 50.000 BTC sob custódia, consolidando uma estratégia corporativa de longo prazo (HODL). Com o BTC cotado em US$ 109.011, os sinais técnicos e fundamentais apontam para um novo ciclo de valorização, sustentado por uma combinação entre acúmulo institucional, escassez líquida no mercado spot e o novo plano fiscal de Donald Trump, baseado em gastos estratégicos e reconstrução industrial. 🧭 BTC lidera engajamento global nas redes sociais 📊 Dado técnico: Segundo a Santiment, o Bitcoin superou todas as altcoins em menções, engajamento e alcance nas redes sociais, retomando sua posição como o principal foco de atenção do mercado cripto globalmente. Este movimento coincide com o avanço de políticas monetárias inflacionárias nos EUA, instabilidade geopolítica e crescente desconfiança sobre moedas fiduciárias. O BTC, nesse cenário, volta a ser visto como ativo não soberano e resistente à manipulação governamental. 🏢 MARA acumula 50.000 BTC e transforma mineração em tesouraria A Marathon Digital Holdings (MARA) revelou ter atingido 50.000 BTC em seu balanço patrimonial, após 12 meses de execução de sua estratégia "HODL Corporativo". 🔎 Destaques institucionais: A MARA acumula BTC em vez de vender, reduzindo a oferta circulante e ajudando na sustentação dos preços. Esse movimento sinaliza que mineradoras agora operam como instituições de custódia de BTC, e não apenas como fornecedoras de liquidez ao mercado. A estratégia é análoga à da MicroStrategy, reforçando a visão de longo prazo. 📊 Análise Técnica e Sentimento Atual Indicador Situação Atual Interpretação Estratégica Preço atual do BTC US$ 109.011 Forte tendência de alta, sem resistências imediatas Sentimento social BTC domina redes Potencial de novo fluxo especulativo e institucional Acúmulo institucional (MARA) 50.000 BTC em custódia Pressão compradora estrutural Derivativos Aumento de open interest e calls Expectativa de extensão da alta até US$ 120k ETFs de Bitcoin Reentrada líquida nas últimas 3 semanas Reforço de demanda spot institucional 🔮 Projeções ExpertFX para o BTC Com base na análise fundamental e no comportamento dos grandes players, os próximos níveis técnicos a observar são: 📈 Resistências potenciais: US$ 112.500 – primeiro alvo de curto prazo US$ 120.000 – resistência psicológica forte US$ 129.000 – alvo de extensão institucional (baseado em Fibonacci e projeções de fluxo) 📉 Suportes relevantes: US$ 101.300 – zona de liquidez spot (ex-breakout) US$ 98.000 – suporte psicológico de ciclo 🧠 Conclusão ExpertFX School A ascensão do Bitcoin para mais de US$ 109 mil não é resultado de euforia, mas de um movimento silencioso de reestruturação macroeconômica, fiscal e monetária nos EUA e em outras grandes economias. O papel do BTC como reserva estratégica, hedge contra inflação e instrumento de independência patrimonial está mais claro do que nunca. A entrada de mineradoras como MARA, com atuação ativa no mercado institucional, consolida uma nova estrutura de oferta. Já o domínio do BTC nas redes sociais prepara o terreno para nova entrada de investidores de varejo e reforço dos volumes em derivativos. 📢 Mantenha-se atualizado com nossas análises diárias na ExpertFX School. Aqui você encontra cobertura completa de BTC, ouro, geopolítica, macroeconomia e estratégias operacionais com leitura institucional.

📘 Estados Unidos e alternativa de Trump: Gastar ou Morrer Tentando Análise Profissional por Igor Pereira – Analista de Mercado e Membro Junior Wall Street NYSE 🧭 Resumo Executivo A nova diretriz econômica da presidência Trump está clara: “gastar para crescer”. Após o fracasso da estratégia de contenção fiscal e entraves na política monetária, os EUA entram em uma nova fase: gasto agressivo, dólar mais fraco e estímulo industrial em larga escala. Este movimento está redesenhando a paisagem macroeconômica global — e prepara o terreno para uma nova perna de alta no ouro, na indústria militar, no petróleo e até em criptoativos lastreados em infraestrutura monetária. 📌 Tópicos-Chave: 1. 🇺🇸 “Gastar para Crescer” é o novo Plano B de Trump O antigo Plano A — acordos bilaterais, corte de impostos, contenção fiscal — esbarrou em dois obstáculos: O Fed se recusa a cortar juros rapidamente; O Congresso é hostil a cortes profundos de gastos. Resultado? Entra em cena o Plano B: estímulo via gasto público e desvalorização do dólar: 2. 💥 Guerra Fria Econômica e Corrida Global por Gastos A promessa da OTAN de gastar 5% do PIB em defesa reforça a corrida armamentista fiscal. Gastos militares, reconstrução energética e estímulos industriais estão substituindo a austeridade. A guerra econômica agora é quem gasta mais, cresce mais — e domina os fluxos globais de capital. 3. 📈 Ouro não sobe mais por medo. Sobe por certeza de reconstrução monetária A alta do ouro em 2025 já não está mais ligada ao caos, mas sim ao fim da frugalidade global. 95% dos bancos centrais esperam elevar suas reservas em ouro. O gasto público irrestrito, a reconstrução monetária via infraestrutura de pagamentos (incluindo criptoativos) e a perda de confiança no dólar aceleram a demanda pelo ouro como reserva estratégica. XAU/USD pode projetar-se para US$ 3.600–4.200/oz com base nos fluxos institucionais e expansão de balanço dos governos. 4. 🏭 Guerra Industrial: petróleo iraniano, acordos com China e Europa recua Trump bombardeia instalações nucleares do Irã e, dias depois, anuncia cessar-fogo e possibilidade de reinserção do petróleo iraniano ao mercado global. Vietnam, China e Reino Unido já fecharam acordos comerciais, enquanto Japão e UE correm contra o tempo para evitar tarifas que podem chegar a 30% ou mais. A UE, inclusive, abandonou temporariamente o plano de taxar big techs americanas — uma vitória comercial estratégica para os EUA. 5. 🧱 Infraestrutura de Pagamentos: o Novo Ouro Digital? Uma nova forma de Keynesianismo digital e militar está surgindo: Gastos em infraestrutura física (pontes, energia); Investimentos em infraestrutura monetária (stablecoins, CBDCs, rails de pagamento descentralizado); Construção de redes paralelas ao SWIFT; O crescimento de stablecoins colateralizadas por ouro e petróleo tende a acelerar. 6. 📉 Impacto no Mercado Financeiro ✔️ O que esperar: Ativo Direção Esperada Motivo XAU/USD (Ouro) 📈 Alta forte Demanda institucional + reconstrução monetária USD/JPY, DXY (Dólar) 📉 Queda gradual Política explícita de enfraquecimento cambial para estímulo Ações Industriais 📈 Alta Gastos militares e acordos comerciais Criptoativos 📈 Alta seletiva Relevância de stablecoins e rails de pagamento Treasuries 📉 Pressão vendedora Expectativa de déficits prolongados e inflação estrutural 🧭 Conclusão ExpertFX School: O Novo Normal é Gastar Estamos vivendo o início de uma corrida armamentista econômica, onde o que define liderança global é a capacidade de gastar sem colapsar. O ouro será o principal beneficiário, não como refúgio de caos, mas como âncora de credibilidade num sistema global que busca reconstrução monetária. 📌 A frase que resume o cenário atual:

Bitcoin’s upward momentum has returned, with the asset briefly crossing the $110,000 threshold before pulling back slightly. After hitting a 24-hour high of $110,117, Bitcoin now trades at $109,386, reflecting a 1.8% increase in the past day. This recent push places the asset about $2,000 surge away from its all-time high of $111,814, recorded in May 2025, prompting renewed attention from traders and analysts. While price movements often attract headlines, on-chain data has started signaling deeper market activity. Binance Sees 3,400 Bitcoin in Outflows as Spot Volume Surges According to CryptoQuant analyst Amr Taha, a substantial volume of BTC has recently been moved off Binance, one of the world’s largest crypto exchanges. The shift aligns with anticipation around a series of US macroeconomic indicators, which historically tend to influence risk-on assets like Bitcoin. Taha highlighted that Binance recorded a net outflow of over 3,400 BTC in a single day. This occurred shortly after Bitcoin’s price breached the $109,000 mark. Large-scale withdrawals from exchanges such as Binance are often interpreted as a sign that holders may be preparing to hold their assets longer-term, or shielding their positions from potential short-term volatility. Simultaneously, Binance’s share of the global Bitcoin spot volume surged significantly, from 41% to 56% in just one session. Taha noted that this spike indicates increased reliance on Binance’s liquidity by traders seeking exposure to Bitcoin ahead of anticipated market-moving economic data. The outflow trend, paired with rising spot volume, suggests that traders are actively responding to broader market signals, especially from traditional finance. US Jobs Report Drives Market Positioning The current surge in Bitcoin activity coincides with heightened market focus on US labor market data, including the Non-Farm Employment Change, Unemployment Rate, and Average Hourly Earnings figures. These indicators are closely watched by investors as they influence inflation expectations and the Federal Reserve’s approach to interest rate adjustments. Shifts in rate expectations often have direct consequences for risk assets like Bitcoin, as changes in the cost of capital affect liquidity and investor appetite. Taha suggests that the recent Binance outflows may reflect investor positioning ahead of potential macro-driven market volatility. “Bitcoin outflows from Binance alongside the sharp rise in spot trading activity… appear to show that investors are positioning for potential upside volatility,” he wrote. A favorable labor report could amplify bullish sentiment across both equity and crypto markets if it strengthens expectations of a rate cut or an extended pause in rate hikes. Featured image created with DALL-E, Chart from TradingView

📊 Análise Técnica e Institucional: ETF de Ouro pode impulsionar nova perna de alta no XAU/USD? Por Igor Pereira – ExpertFX School | Análise Profissional com Viés Institucional 🟡 Contexto Atual: Fluxos para ETFs e Alta do Ouro O gráfico acima compara dois elementos cruciais para a dinâmica do ouro: 📉 ETP Holdings (em azul, escala da esquerda): Representa o volume de ouro físico detido por ETFs (Exchange-Traded Products). 📈 Preço do ouro ($/oz, linha amarela, escala da direita): Evolução do preço spot do metal desde 2019. 📌 O que o gráfico mostra? Descorrelação recente entre preço e fluxos de ETFs: Os preços do ouro atingiram máximas históricas acima de US$ 3.300/oz em 2025, mesmo com os ETFs ainda longe de seus picos de 2020–2021. O gráfico destaca que existe “ground to cover”, ou seja, espaço para recuperação dos fluxos institucionais via ETFs, caso o apetite por proteção aumente. Reversão nos fluxos: A partir de meados de 2024, os holdings dos ETFs voltaram a subir. Em junho de 2025, os fluxos atingiram o maior nível desde 2023, sugerindo que instituições estão retornando ao ouro físico via ETFs. 🧠 O "Bull Case" para o Ouro: Por que ainda há espaço para subir? Historicamente, quando os ETFs retornaram a seus picos anteriores (~130Moz), o preço do ouro respondeu com movimentos de US$ 300 a US$ 900 por onça troy. Se esse comportamento se repetir e os ETFs voltarem ao pico de 2020-2021, o XAU/USD pode projetar novos patamares entre US$ 3.600 a US$ 4.200/oz. 📌 Fatores Técnicos e Fundamentais que suportam essa visão 🏦 1. Compras por Bancos Centrais Em maio de 2025, bancos centrais adicionaram 20 toneladas líquidas ao estoque global, mantendo a tendência de acumulação iniciada em 2022. 95% dos bancos centrais esperam aumentar ou manter suas reservas em ouro em 2025, reforçando o valor do metal como hedge contra crise e inflação. 📉 2. Desdolarização e Saída do USD das Reservas Globais 73% dos bancos centrais esperam reduzir a proporção do dólar em suas reservas nos próximos 5 anos. O ouro é visto como alternativa neutra e não soberana, ideal para realocação de portfólio. 🌐 3. Tarifas Trump e Aversão ao Risco O novo pacote tarifário anunciado por Donald Trump pode elevar a aversão ao risco sistêmico, impulsionando os fluxos para ouro físico e ETFs. O ambiente geopolítico hostil cria pressão compradora institucional no ouro. 🔮 Cenários Possíveis para o Preço do Ouro Cenário ETP Holdings XAU/USD Estimado Conservador Retorna a 115Moz US$ 3.500/oz Moderado Retorna a 125Moz US$ 3.800/oz Otimista Retorna ao pico de 135Moz US$ 4.200/oz 🧭 O Que Monitorar nos Próximos Meses 🔎 Dados semanais de fluxos nos ETFs de ouro (SPDR Gold Trust, iShares, etc.) 📆 Decisões de bancos centrais (Fed, ECB, PBoC) e aumento das reservas em ouro 💬 Retórica geopolítica (Trump, China, Irã, Rússia) que possa alimentar demanda por hedge 📉 Correlação entre taxas de juros reais e fluxos para ouro físico ✅ Conclusão ExpertFX School Com preço do ouro em alta histórica, mas fluxos institucionais via ETFs ainda com “espaço a recuperar”, o mercado de ouro possui um potencial latente de alta, que poderá ser destravado com: Nova onda de desdolarização Crise de confiança no sistema financeiro Avanço das tensões geopolíticas Reaceleração da inflação global O investidor atento ao XAU/USD deve estar preparado para um possível movimento explosivo se os ETFs voltarem a níveis históricos. 📣 “O ouro pode estar apenas começando uma nova perna de alta – e os ETFs serão o combustível.” Não perca as próximas atualizações aqui na ExpertFX School!

A fresh banking venture is taking shape in Silicon Valley. This time, it’s coming from some of the most recognizable names in tech. Palmer Luckey, Peter Thiel, and Joe Lonsdale are backing Erebor Bank, a new institution aimed at serving crypto firms, AI startups, defense tech, and advanced manufacturing, the types of companies that were left in limbo after the collapse of Silicon Valley Bank in 2023. Filling SVB’s Gap Before its downfall, SVB played a major role in financing early-stage tech. Its absence created a vacuum that traditional banks were not exactly eager to fill. Erebor Bank wants to step into that space. It’s a digital-first operation with its main office in Columbus, Ohio, and a presence in New York. The goal is to build a modern institution that understands the speed and complexity of the startup world, especially in crypto. A Stablecoin-Backed Blueprint One thing that sets Erebor apart is its intention to actively support stablecoins. The bank has already applied for a national banking charter and plans to hold stablecoins on its balance sheet. That move could give it an edge when it comes to serving companies working with tokenized assets or global payments. Co-CEOs Owen Rapaport and Jacob Hirshman, both with experience in crypto infrastructure, are driving this plan forward. DISCOVER: Best New Cryptocurrencies to Invest in 2025 Founders and Mission Palmer Luckey, known for Oculus and defense firm Anduril, is financially backing the project but will stay out of day-to-day operations. Peter Thiel and Joe Lonsdale bring deep ties to venture capital through Founders Fund and 8VC. The leadership team, including Rapaport, who previously worked at Circle, sees Erebor as a lifeline for tech sectors that have been underserved since SVB went under. BitcoinPriceMarket CapBTC$2.18T24h7d30d1yAll time The aim is to create a bank that doesn’t flinch at innovation. Where others see risk, Erebor sees potential. It’s pitching itself as the first real banking option designed from the ground up to support the tools and trends defining the next decade. DISCOVER: 20+ Next Crypto to Explode in 2025 Why Now May Be the Right Time The timing is no accident. The startup ecosystem has not fully recovered from SVB’s implosion. Founders still struggle to find banking partners that truly get their business models. On top of that, stablecoin regulation is finally starting to take shape, and several crypto firms like Circle and Anchorage are moving toward regulated banking models. Erebor wants to get ahead of that curve. The bank says it plans to become one of the most tightly regulated institutions working with stablecoins. If that happens, it could offer a blend of security and speed that few others can match. What Lies Ahead Even with strong backing, Erebor has a long regulatory road ahead. Getting a national charter means meeting standards set by the OCC, Federal Reserve, and other agencies. And since crypto is still a sensitive topic for many regulators, the bank’s digital asset strategy is likely to face heavy scrutiny. But Erebor is entering the space at a moment when the rules are clearer and the demand is higher. Circle’s expansion and Anchorage’s foothold have already proven there’s a real appetite for crypto-native banking options that play by the rules. Looking Forward Erebor is not trying to recreate the past. It’s stepping into the future with a clear focus on stablecoins, secure custody, and smarter lending. Whether it becomes the go-to bank for tech startups or just helps push the conversation forward, it’s already part of the next chapter in the crypto and fintech story. The gap left by SVB is still there. Erebor thinks it has the blueprint to finally close it. DISCOVER: 20+ Next Crypto to Explode in 2025 Join The 99Bitcoins News Discord Here For The Latest Market Updates Key Takeaways Erebor Bank is being launched by tech figures like Palmer Luckey, Peter Thiel, and Joe Lonsdale to serve crypto, AI, and defense startups left behind after SVB’s collapse. The bank plans to support stablecoins directly on its balance sheet and has applied for a national banking charter to operate as a federally regulated institution. Erebor Bank’s leadership includes former Circle staff and crypto veterans aiming to create a regulated, digital-first bank tailored to startup needs. The project is designed to fill the startup banking gap with tools for fast-moving sectors like tokenized assets, global payments, and advanced manufacturing. If successful, Erebor Bank could become a major player in crypto banking by combining innovation with full regulatory compliance. The post Tech Titans Launch Erebor Bank to Fill SVB’s Void for Crypto and AI Startups appeared first on 99Bitcoins.

Binance Pay is making crypto spending a real-world experience on the French Riviera. In a new push to bring stablecoins into daily life, Binance has partnered with payments app Lyzi to enable crypto transactions at more than 80 merchants across southern France. From small boutiques in Nice to beachfront shops in Cannes, users can now pay in stablecoins like USDT or FDUSD with the tap of a phone. Crypto Meets Everyday Spending This expansion is more than a novelty. It’s part of Binance’s broader effort to demonstrate that crypto can do more than just sit in a wallet or trade on exchanges. The French Riviera rollout allows users to spend stablecoins on food, fashion, wellness, and entertainment, categories that tourists and locals regularly engage with. With the summer travel season underway, it’s a timely move. Source: Shutterstock Binance Pay works like any other QR-based mobile wallet, but with one difference: the funds come directly from a crypto balance, and payments are settled in seconds. Users can choose from a list of supported stablecoins and pay in-store without converting to euros first. That simplicity is key to making digital assets usable beyond speculation. DISCOVER: Next 1000X Crypto: 10+ Crypto Tokens That Can Hit 1000x in 2025 Why France? France has quietly positioned itself as one of Europe’s more crypto-friendly countries. Regulatory clarity and growing fintech support have helped projects like this one move forward faster than they might elsewhere. Binance’s local team, operating under full registration with French regulators, is using the region to pilot new consumer payment flows before bringing them to bigger cities or international markets. Binance CoinPriceMarket CapBNB$97.86B24h7d30d1yAll time The choice of the Riviera is strategic. The area pulls in millions of visitors each year, many of whom are already familiar with crypto. By launching here, Binance gets real-time feedback from a global audience without needing a massive nationwide rollout. It’s a contained but high-impact setting that gives the company room to iterate. Stablecoins in the Spotlight The payment method here is intentional. Unlike volatile cryptocurrencies, stablecoins offer price predictability. That matters when you’re selling a product with a fixed euro price. The system currently supports major stablecoins like USDT and FDUSD, both of which are pegged to the U.S. dollar and widely used for transactions in crypto markets. Binance Pay and Lyzi are using this as a proof of concept: if users are comfortable paying in stablecoins and merchants are happy with fast, low-fee settlement, there’s no reason the model can’t expand across Europe. That said, adoption still depends on ease of use, education, and a sense of trust in both the technology and the coins themselves. DISCOVER: 9+ Best High-Risk, High-Reward Crypto to Buy in July2025 Looking Ahead More regions could follow if this pilot succeeds. Binance has hinted at plans to broaden merchant support, add more stablecoin options, and expand into other European cities. As stablecoin regulation tightens across the EU, early rollouts like this could give Binance an advantage in understanding what users want from crypto payments. This is not a flashy PR campaign or tech demo. It’s a quiet, steady step toward mainstream utility. On the Riviera, paying in crypto is no longer an idea. It’s just part of the checkout process. DISCOVER: 20+ Next Crypto to Explode in 2025 Join The 99Bitcoins News Discord Here For The Latest Market Updates Key Takeaways Binance Pay is now live at over 80 merchants across the French Riviera, enabling real-world crypto payments in USDT and FDUSD. Users can spend stablecoins in categories like food, fashion, and wellness, making crypto part of everyday transactions. France’s clear crypto regulations and tech-friendly ecosystem made it an ideal testing ground for this stablecoin payment rollout. Stablecoins provide price stability, allowing merchants to accept crypto payments without worrying about volatility. If the pilot succeeds, Binance may expand stablecoin payments to other parts of Europe with broader merchant support. The post Stablecoins Hit the Riviera: Binance Pay Now Live at Dozens of French Merchants appeared first on 99Bitcoins.

Solana started a recovery wave above the $150 zone. SOL price is now correcting gains and might struggle to rise above the $155 resistance. SOL price started a fresh decline after it failed to clear $155 against the US Dollar. The price is now trading near $152 and the 100-hourly simple moving average. There is a key bullish trend line forming with support at $151 on the hourly chart of the SOL/USD pair (data source from Kraken). The pair could start a fresh increase if it clears the $156 resistance zone. Solana Price Trims Gains Solana price started a decent increase after it cleared the $150 resistance, like Bitcoin and Ethereum. SOL climbed above the $152 level to enter a short-term positive zone. There was a move above the 50% Fib retracement level of the downward move from the $160 swing high to the $144 low. However, the bears were active near the $156 resistance. They protected a move above the 76.4% Fib retracement level of the downward move from the $160 swing high to the $144 low. The price is now moving lower and trading below the $154 level. Solana is now trading near $152 and the 100-hourly simple moving average. There is also a key bullish trend line forming with support at $151 on the hourly chart of the SOL/USD pair. On the upside, the price is facing resistance near the $155 level. The next major resistance is near the $156 level. The main resistance could be $160. A successful close above the $160 resistance zone could set the pace for another steady increase. The next key resistance is $162. Any more gains might send the price toward the $165 level. Another Decline in SOL? If SOL fails to rise above the $155 resistance, it could start another decline. Initial support on the downside is near the $150 zone. The first major support is near the $146 level. A break below the $146 level might send the price toward the $142 zone. If there is a close below the $142 support, the price could decline toward the $136 support in the near term. Technical Indicators Hourly MACD – The MACD for SOL/USD is losing pace in the bullish zone. Hourly Hours RSI (Relative Strength Index) – The RSI for SOL/USD is below the 50 level. Major Support Levels – $150 and $146. Major Resistance Levels – $155 and $160.

🗞️ TRUMP AVANÇA COM TARIFAS UNILATERAIS: COMEÇA A IMPOSIÇÃO GLOBAL A PARTIR DE 1º DE AGOSTO Por Igor Pereira – Analista de Mercado e Membro Junior Wall Street NYSE ExpertFX School | Análises Geopolíticas e Impactos Macroeconômicos 📌 Resumo Executivo O presidente dos Estados Unidos, Donald Trump, confirmou que começará a enviar cartas formais com tarifas unilaterais a partir desta sexta-feira, impondo novas alíquotas de importação sobre produtos estrangeiros com vigência a partir de 1º de agosto de 2025. Essa medida marca uma escalada na política comercial protecionista da atual administração, com tarifas que variam de 10% a até 70% sobre importações de diversos países. 📦 O Que Está em Jogo: Novas Tarifas em Escala Global Entre 10 e 12 países receberão as primeiras cartas nesta sexta-feira (4 de julho) Até o dia 9 de julho, todos os parceiros comerciais deverão estar notificados As tarifas poderão chegar a 70% em alguns casos, superando os 50% anunciados em abril no chamado pacote “Dia da Libertação Comercial” Os países que não fecharem acordos bilaterais até 9 de julho estarão automaticamente sujeitos aos novos impostos de importação 🤝 Situação dos Acordos Comerciais ✅ Acordos Confirmados: 🇬🇧 Reino Unido 🇻🇳 Vietnã: 20% sobre exportações gerais e 40% sobre produtos “transshipment” (redirecionados da China via Vietnã) ⚠️ Em negociação: 🇨🇳 China: Trégua parcial estabelecida 🇪🇺 União Europeia 🇯🇵 Japão: Considerado "difícil" por Trump, podendo enfrentar tarifas de até 35% 🇮🇳 Índia: Negociações avançadas, mas sem confirmação oficial 🇰🇷 Coreia do Sul: Em tratativas 🔍 Análise Técnica e Institucional – Impacto nos Mercados 📈 1. Impacto sobre o Dólar (USD): A política tarifária pode fortalecer o dólar no curto prazo, pela repatriação de receitas e inflação importada. No entanto, o risco de retaliações comerciais, queda no volume de comércio global e incerteza institucional tende a enfraquecer o USD no médio/longo prazo, especialmente contra moedas de países emergentes exportadores de commodities. 🟡 2. Reflexos no Ouro (XAU/USD): Alta volatilidade esperada no XAU/USD, com possível valorização do ouro diante do aumento do risco geopolítico e comercial A continuidade da política de Trump em retaliar parceiros pode elevar a aversão global ao risco, impulsionando fluxos para ativos de proteção, como ouro e franco suíço (CHF) A imposição de tarifas a partir de agosto pode coincidir com os cortes esperados pelo Fed, reforçando a tese de valorização do ouro no segundo semestre 🏭 3. Mercado de Ações e Cadeias Globais: Empresas com cadeias de produção expostas a Ásia e Europa podem sofrer desvalorização Fabricantes com operações no Vietnã chegaram a subir após o anúncio do acordo parcial com os EUA Setores afetados: tecnologia, automóveis, semicondutores, farmacêutico e bens industriais 🚢 4. Comércio Global: Risco crescente de guerra comercial em múltiplas frentes, com possível efeito dominó: Aumento do custo de insumos e bens intermediários Redução da competitividade das exportações Elevação da inflação via canais de importação Países como Japão, Alemanha, França e Coreia do Sul podem retaliar com medidas semelhantes 🔮 O Que Esperar Cenário Base (sem acordo com UE e Japão): Tarifa média de 30% aplicada sobre importações de grandes economias Redução no comércio bilateral Reforço da tendência global de regionalização da produção Cenário Alternativo (acordos até 9 de julho): Acordos bilaterais com Japão e UE aliviariam os mercados Trump pode usar a imposição como ferramenta de negociação, recuando após concessões estratégicas Riscos Adicionais: Volatilidade no mercado de commodities industriais Pressão sobre inflação global, especialmente em economias dependentes de importações dos EUA Potencial ação retaliatória da Organização Mundial do Comércio (OMC) e blocos como UE e ASEAN 💬 Conclusão ExpertFX School A política comercial unilateral de Trump representa uma inflexão relevante nas relações econômicas globais. A imposição de tarifas entre 10% e 70% cria um ambiente de incerteza que afeta diretamente: A volatilidade cambial A dinâmica do XAU/USD O fluxo de capitais para ativos de segurança E o desempenho macroeconômico global A decisão de iniciar as tarifas em 1º de agosto marca um novo capítulo na guerra comercial sob a doutrina do “America First” com efeito direto sobre cadeias produtivas globais e potencial realocação de reservas cambiais em ouro. 📣 Fique atento aos próximos dias aqui na ExpertFX School: O envio das cartas tarifárias entre 5 e 9 de julho será o gatilho para um possível realinhamento global nos mercados.

Vincent Van Code, a software engineer and long-time XRP advocate, ignited fresh debate across the crypto community by outlining what he believes to be the transformative implications of Ripple’s bid for a US banking charter and a Federal Reserve master account. The developments, which Ripple confirmed 2 July, would position the company at the epicenter of both crypto innovation and traditional financial infrastructure. According to Van Code, the impact of such regulatory approvals would go far beyond Ripple’s current operations. “With Ripple announcing they are seeking a banking charter as well as a Fed master account, this means they will be the very first crypto bank,” he posted via X. He detailed that the move could allow Ripple to hold reserves directly with the Federal Reserve, bypassing commercial banks, and operate as a full-service financial institution offering both fiat and crypto products. This would include the ability to provide FDIC-insured deposit accounts—potentially even for certain crypto assets—up to the $250,000 limit, and lend against crypto collateral such as XRP. “That’s going to be nuts. And XRP is flying it all together,” he wrote, calling the possible integration of insured crypto banking and core cross-border remittances a paradigm shift. “2025 to 2026 will be marked in history as the era which the 100 year banking cartel began to crumble.” A master account would allow Ripple to interact directly with the Fed’s payment rails, including Fedwire and FedNow, giving it full access to the US financial system as a settlement counterparty. Combined with its push into stablecoins through RLUSD and its remittance infrastructure RippleNet, such a regulatory leap could fully embed Ripple into both domestic and international payment flows. Impact On XRP Price In a follow-up post, Van Code did something he says he rarely does: offer a specific XRP price prediction. “I usually don’t predict XRP price but often get asked, so here it is FINALLY,” he wrote. “My opinion is $30–$50. And this is no shill, I don’t expect anyone to agree with me. I am not prophet or time traveller. But my investment in XRP is based on this opinion.” While he didn’t commit to a timeframe, he emphasized that such targets are not arbitrary, but grounded in a set of unfolding macro and market catalysts. Among those catalysts, Van Code cited potential XRP spot ETF approval and an estimated $20–$50 billion in institutional capital inflows. He also pointed to a potential master account approval coupled with RippleNet capturing 20–30% of the $1 trillion cross-border payments market, and global adoption of XRP as a bridge asset for central bank digital currency (CBDC) corridors in over 50 countries. Van Code further noted the rising use case for Ripple’s stablecoin RLUSD, arguing that demand for a Fed-backed digital dollar would reinforce XRP’s utility as a bridge currency. He also floated the idea that XRP could be used in Saudi oil settlements, citing Ripple’s confirmed 2024 collaboration with the Saudi central bank as a possible foundation for that evolution. His posts have struck a chord in the XRP community. “People weighed in on XRP price… Lots of interesting opinions. But common across all is everyone expecting price to at least 5x. This is a great sign,” he said. The idea that XRP could rise to $30–$50 implies a market cap in the trillions, something skeptics will call out as unrealistic. But for XRP holders, especially those who see Ripple’s regulatory path as a backdoor to institutional legitimacy, the confluence of a Fed master account, bank charter, ETF inflows, and global adoption isn’t merely theoretical. It’s a roadmap. At press time, XRP traded at $2.27.

XRP price started a decent upward move from the $2.20 zone. The price is now correcting some gains and might find bids near the $2.220 zone. XRP price started a fresh increase above the $2.220 zone. The price is now trading above $2.220 and the 100-hourly Simple Moving Average. There is a key bullish trend line forming with support at $2.2250 on the hourly chart of the XRP/USD pair (data source from Kraken). The pair could start another decline if it fails to stay above the $2.220 zone. XRP Price Faces Resistance XRP price started a fresh increase after it settled above the $2.20 level, like Bitcoin and Ethereum. The price was able to climb above the $2.220 resistance level. The bulls were able to push the price above the $2.250 level. However, the bears were active near the $2.320 level. A high was formed at $2.310 and the price is now correcting some gains. There was a move below the 23.6% Fib retracement level of the upward move from the $2.148 swing low to the $2.310 high. The price is now trading above $2.220 and the 100-hourly Simple Moving Average. Besides, there is a key bullish trend line forming with support at $2.2250 on the hourly chart of the XRP/USD pair. On the upside, the price might face resistance near the $2.2720 level. The first major resistance is near the $2.30 level. The next resistance is $2.320. A clear move above the $2.320 resistance might send the price toward the $2.350 resistance. Any more gains might send the price toward the $2.40 resistance or even $2.420 in the near term. The next major hurdle for the bulls might be $2.50. More Losses? If XRP fails to clear the $2.30 resistance zone, it could start another decline. Initial support on the downside is near the $2.2250 level and the trend line. The next major support is near the $2.20 level or the 61.8% Fib retracement level of the upward move from the $2.148 swing low to the $2.310 high. If there is a downside break and a close below the $2.20 level, the price might continue to decline toward the $2.150 support. The next major support sits near the $2.120 zone. Technical Indicators Hourly MACD – The MACD for XRP/USD is now gaining pace in the bearish zone. Hourly RSI (Relative Strength Index) – The RSI for XRP/USD is now below the 50 level. Major Support Levels – $2.2250 and $2.20. Major Resistance Levels – $2.30 and $2.320.

TRON’s token TRX has barely budged despite a flurry of on‑chain action. Traders saw a 5% gain over the past week and a measly 0.50% uptick in the last 24 hours. But behind those mild price moves, there’s a storm of activity that could shape how TRX fares in the days ahead. Surge In On‑Chain Activity According to data from Artemis, daily transaction counts shot up to over 9 million, up from 7.5 million the day before. That jump in numbers sent active addresses soaring. On‑chain participants climbed to 2.7 million, marking the highest level since June 6. Based on reports, much of this traffic appears tied to stablecoin transfers rather than new users or fresh investment. The spike in transaction volume doesn’t match TRX’s price action. That gap hints at wallets moving funds out of exchanges, routing payments, or chasing yield elsewhere. Users aren’t rushing to hold TRX for its own sake. They’re using the network as a highway and then driving off into other chains. Stablecoin Outflows Hit Record High According to Artemis, TRON’s stablecoin supply hit $80 billion in June, setting a new milestone for the network. Since then, about $185 million worth of stablecoins have fled the chain. That outflow marks a sharp reversal in user habits. People who once parked their USDT and other tokens on TRON look to be shifting them to new destinations. The pullback follows a broader rotation in crypto markets where investors chase better rates or lower fees. TRON once drew crowds for its low transaction costs. Now, competing chains and Layer 2 platforms are undercutting its edge. That has cut into TRX’s role as the network’s workhorse token. Revenue And TVL Take A Hit Artemis figures show that TRX’s total revenue plunged to just $114,000 in a single day. That number sits at a four‑year low. Network fees in TRON come from “bandwidth” and “energy,” so when users batch transfers or switch to zero‑fee bridges, fee income collapses fast. Based on data from DeFiLlama, total value locked on TRON protocols fell by 0.50% in 24 hours, a drop from $4.80 billion to $4.85 billion. That’s about $26 million walking out the door. While a half‑percent move might look small, it underlines a trend. Every million dollars that leaves makes it tougher for lending pools and yield farms to keep their rates up. Despite the outflows, TRX hasn’t broken key support levels yet. It still trades above areas that buyers defended in late spring. But if TVL keeps sliding and stablecoins continue to exit, we could see more pressure on the token’s price. Featured image from P2P.org, chart from TradingView