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Bitcoin price started a fresh increase above the $108,500 zone. BTC is now up over 3% and showing positive signs above the $110,000 level. Bitcoin started a fresh increase above the $108,500 zone. The price is trading above $110,500 and the 100 hourly Simple moving average. There was a break above a bearish trend line with resistance at $108,800 on the hourly chart of the BTC/USD pair (data feed from Kraken). The pair could continue to rise if it clears the $112,000 resistance zone. Bitcoin Price Eyes More Gains Bitcoin price started a fresh increase after it cleared the $108,500 resistance zone. BTC gained pace for a move above the $108,800 and $109,500 resistance. Besides, there was a break above a bearish trend line with resistance at $108,800 on the hourly chart of the BTC/USD pair. The bulls even pumped the pair above the $110,000 resistance zone. It opened the doors for a move toward the $112,000 level. A high was formed at $112,000 and the price is now consolidating gains. It tested the 23.6% Fib retracement level of the upward move from the $107,500 swing low to the $112,000 high. Bitcoin is now trading above $109,500 and the 100 hourly Simple moving average. Immediate resistance on the upside is near the $111,600 level. The first key resistance is near the $112,000 level. The next resistance could be $112,500. A close above the $112,500 resistance might send the price further higher. In the stated case, the price could rise and test the $115,000 resistance level. Any more gains might send the price toward the $116,000 level. The main target could be $118,000. Downside Correction In BTC? If Bitcoin fails to rise above the $112,000 resistance zone, it could start a downside correction. Immediate support is near the $110,800 level. The first major support is near the $109,750 level or the 50% Fib retracement level of the upward move from the $107,500 swing low to the $112,000 high. The next support is now near the $109,200 zone. Any more losses might send the price toward the $108,500 support in the near term. The main support sits at $107,500, below which BTC might continue to move down. Technical indicators: Hourly MACD – The MACD is now gaining pace in the bullish zone. Hourly RSI (Relative Strength Index) – The RSI for BTC/USD is now above the 50 level. Major Support Levels – $110,800, followed by $109,750. Major Resistance Levels – $112,000 and $115,000.

Bitcoin continues to consolidate just below its all-time high of $112K, holding firmly above key support at $105K despite repeated bearish attempts to push the price lower. This tight trading range reflects market uncertainty, yet the structure favors bulls as long as support levels remain intact. Meanwhile, macroeconomic conditions are evolving rapidly. The US Congress recently passed President Donald Trump’s “big, beautiful” economic package ahead of the self-imposed July 4 deadline, signaling a new phase of fiscal stimulus marked by tax cuts and aggressive spending. Combined with strong job reports, these factors suggest inflation may soon accelerate — a trend that historically supports Bitcoin as a hedge against fiat devaluation. On the market sentiment side, funding rates provide a crucial clue. According to top analyst On-Chain Mind, the 30-day average of Bitcoin perpetual funding rates is currently very low. This reflects a lack of excessive greed and typically marks a favorable setup for bullish continuation. Historically, periods of low funding rates have preceded major upward moves, especially when paired with strong macro tailwinds. With economic pressure building and Bitcoin still in a bullish structure, the coming days could define the next major move for the world’s largest cryptocurrency. Calm Before The Breakout: Bitcoin Gains Strength Above $107K Bitcoin is up more than 3% since the start of July, holding firmly above the $107,000 local low despite repeated resistance at the $110,000 level. This sustained strength signals underlying buyer support and growing momentum as BTC continues to consolidate just below all-time highs. The $110K resistance remains a critical ceiling — once breached, analysts expect a strong move into price discovery as bullish momentum builds. So far, the market has digested a wave of macroeconomic and geopolitical developments. Global trade dynamics — including rising tariffs, export restrictions, and deglobalization trends — continue to shape sentiment. Yet, compared to the sharp volatility seen earlier this year, both Bitcoin and US equities appear more resilient. This suggests that much of the uncertainty has already been priced in, reducing the downside risk for risk assets like BTC. A key technical factor reinforcing the bullish case is the low 30-day average of funding rates. This indicator reflects a neutral-to-cautiously optimistic market environment — a stark contrast to overheated bullish phases that often precede corrections. Calm periods like this often set the stage for explosive moves, particularly when supply squeezes and strong demand meet a macro environment ripe for risk-taking. With BTC coiling tightly and sentiment balanced, a breakout could be imminent. BTC Holds Steady as Bulls Eye $109,300 Breakout The 4-hour chart shows Bitcoin (BTC) consolidating within a tight range, holding above the key support at $107,000 and testing resistance around $109,300. This price level has consistently acted as a local ceiling, with several failed breakout attempts in late June and early July. However, the bulls continue to defend higher lows, signaling strength and setting the stage for a potential breakout. The 50, 100, and 200 simple moving averages (SMAs) are stacked close together and gradually trending upward, suggesting the consolidation phase could soon transition into a more directional move. Volume remains low, which often precedes a volatility spike, especially near key resistance levels. The $103,600 support remains the crucial line in the sand for bulls. A breakdown below that level would invalidate the short-term bullish structure and likely lead to a deeper retrace. On the upside, a daily close above $109,300 with volume confirmation could trigger a rally toward price discovery above the all-time high. Featured image from Dall-E, chart from TradingView

Bitcoin Ainda Não Atingiu Níveis que Motive Venda por Detentores de Longo Prazo Análise por Igor Pereira – Analista de Mercado Financeiro e Membro Junior WallStreet NYSE Segundo dados da plataforma on-chain Glassnode, os atuais níveis de preço do Bitcoin (BTC) ainda não são considerados suficientemente altos para que os detentores de longo prazo (long-term holders – LTHs) iniciem vendas significativas de suas posições. Essa leitura indica que o mercado segue sustentado por uma base sólida de investidores com convicção estrutural. 📊 O que dizem os dados? Glassnode mostra que: Os LTHs continuam acumulando ou mantendo suas posições. Não há aumento expressivo no gasto de moedas antigas (indicador de realização). O atual patamar de preço não ativa zonas históricas de realização de lucro desses investidores. Essa leitura se alinha com a atual estrutura de mercado, na qual o BTC oscila dentro de uma faixa consolidada, sem rompimento de zonas críticas de resistência que historicamente levam à realização por parte dos grandes detentores. 🔍 O Que Esperar e Impactos no Mercado ✦ Para o mercado de criptoativos: A sinalização de retenção por parte dos LTHs sugere força estrutural de fundo no mercado, o que pode: Reduzir o risco de liquidações agressivas no curto prazo. Aumentar o potencial de acumulação institucional e retalho. Manter o viés altista, desde que suportado por fluxo e macroeconômicos favoráveis. ✦ Para o mercado tradicional e o XAU/USD: Investidores institucionais frequentemente comparam BTC e ouro (XAU/USD) como ativos de proteção contra riscos sistêmicos ou inflação futura. Com o BTC ainda em fase de retenção e longe de zonas de realização, o fluxo especulativo e institucional pode continuar dividido entre BTC e ouro. Se o BTC permanecer abaixo de níveis considerados “sobrecomprados” pelos LTHs, o XAU/USD tende a manter suporte, pois parte do capital continua fluindo para ambos como alternativa à renda fixa tradicional, especialmente diante da revisão positiva de crescimento do PIB e inflação nos EUA. 🎯 Considerações Técnicas e Estratégicas BTC/USD: A leitura atual favorece estratégias de acumulação e compra em correções, com base no suporte institucional dos detentores de longo prazo. A ausência de pressão vendedora amplia a margem para novas altas, desde que rompidos os níveis de resistência entre US$ 111.630 XAU/USD: O ouro segue em ambiente técnico sensível. Com a manutenção da taxa do Fed e inflação sob controle, o ativo pode sofrer correções. No entanto, a estabilidade de BTC pode reforçar o papel do ouro como proteção alternativa, especialmente em contextos geopolíticos instáveis ou eventos de aversão ao risco. Conclusão A retenção por parte dos long-term holders do Bitcoin reforça a estrutura de suporte do mercado cripto e inibe pressões vendedoras no curto prazo. Para o trader atento, esse comportamento é sinal de oportunidade, tanto para o BTC quanto para o XAU/USD, que compartilham a narrativa de reserva de valor. O momento exige disciplina tática e atenção aos níveis de rompimento, além de leitura institucional do fluxo. Créditos: Igor Pereira – Analista de Mercado Financeiro e Membro Junior WallStreet NYSE ExpertFX School

Bitcoin has been showing notable correlation to the stock equities recently, but data shows Ethereum is charting a more independent path. Bitcoin & Ethereum Showing Different Degrees Of Correlation To Other Assets In a post on X, the institutional DeFi solutions provider Sentora (previously IntoTheBlock) has talked about how the latest Correlation Matrix has looked between the two largest cryptocurrencies, Bitcoin and Ethereum, and traditional markets. The “Correlation Matrix” here refers to an indicator that tells us how closely tied together the prices of two given assets currently are. When the value of this metric is positive, it means the assets are reacting to moves in each other by moving in the same direction to some degree. The closer the metric is to 1, the stronger the relationship. On the other hand, the indicator being under the zero mark implies there is a negative correlation between the two prices. That is, they are moving in opposite directions. For this side of the scale, the extreme point is -1. Naturally, the Correlation Matrix showing a value exactly equal to zero suggests there is no correlation whatsoever between the assets. In statistics, the two variables are said to be ‘independent’ in this case. Now, here is the table shared by Sentora that shows how the Correlation Matrix of Bitcoin and Ethereum stands with respect to some traditional markets: As is visible above, the index that Bitcoin and Ethereum have the strongest positive correlation to is DAX. That said, the Correlation Matrix stands at 0.46 for ETH, meaning that while some correlation does exist, it’s not too intense. This isn’t the case for Bitcoin, which has the indicator sitting at 0.85, indicating its price is pretty in tandem with DAX. Likewise, BTC has a notable correlation to other stock market indices, with a metric value of 0.7, 0.68, and 0.69 for the Russel 2000, S&P 500, and Dow Jones Industrial Average, respectively. In contrast, Ethereum is almost fully independent from these indices, with the indicator standing quite close to zero for each of them. For US Dollar Index and VIX Index, the last two markets listed in the table, the Correlation Matrix is inside the negative zone for Bitcoin. This means that the digital asset has actively been moving against these indices. “Right now, the spotlight is on the U.S. Dollar Index (DXY): if geopolitical and macro tensions drag the dollar lower, that backdrop could create room for another leg higher in BTC,” notes the analytics firm. Just like with the stocks, Ethereum is displaying little correlation to DXY and VIX, further reinforcing that the cryptocurrency has been following a trajectory of its own recently. BTC Price Bitcoin is mounting another bullish push as its price surges to $109,400, but it remains to be seen whether its fate will be any different from the weekend move.

On Wednesday afternoon, Bitcoin (BTC) surged to a remarkable all-time high (ATH) of $112,022, breaking free from its previous consolidation phase and lower resistance levels. Bitcoin Rally Faces Critical Test John Glover, the chief investment officer at crypto lending platform Ledn and a former managing director at Barclays Investment Bank, noted that the recent rally appears to be a retest of the previous all-time high set on May 22, which encountered selling pressure. As some investors opted to take profits, notable publicly traded companies, including Trump Media & Technology Group and GameStop, have announced their intentions to purchase Bitcoin to bolster their treasuries. Glover emphasized that the competition among these companies to accumulate Bitcoin could significantly impact market dynamics, given that the cryptocurrency’s popularity among publicly traded companies appears to be growing. However, the sustainability of Bitcoin’s rally largely hinges on macroeconomic conditions and developments in trade negotiations. Sid Powell, CEO of crypto asset-management firm Maple, highlighted that any setbacks in trade discussions before President Donald Trump’s August 1 deadline could pose challenges for Bitcoin’s price movement. Conversely, if trade negotiations progress and inflation continues to ease, the Federal Reserve (Fed) might consider cutting interest rates, which could further support Bitcoin’s upward trajectory. Scenarios For A Potential Breakout Toward $130,000 Market expert Doctor Profit recently took to social media, declaring that Bitcoin’s rally is just beginning. He confidently stated, “THE PARTY IS NOT OVER YET,” predicting a potential new all-time high soon. His analysis indicates a target range of $120,000 to $130,000 for this cycle. According to Doctor Profit, two potential scenarios could pave the way for this breakout. The first involves Bitcoin reaching the $113,000 to $114,000 range, followed by a correction to the $92,000 to $93,000 level, which aligns with a major liquidity pool and the CME gap. A rebound from this lower range could set the stage for a rapid ascent toward the $120,000 mark. The second, more aggressive scenario suggests that Bitcoin could break through the $113,000 to $114,000 barrier and continue its upward momentum without revisiting lower liquidity levels. In either case, the $113,000 to $114,000 range is critical, as the market’s reaction to this level will significantly influence the speed and direction of Bitcoin’s next leg. When writing, BTC has retraced back toward $111,422, attempting to make this level its new support floor for further price appreciation. Featured image from DALL-E, chart from TradingView.com

Tether Holdings SA, issuer of the world’s largest stablecoin, is said to have stockpiled $8 billion worth of gold in a secure vault in Switzerland, according to a Bloomberg report. In a statement to Bloomberg this week, the El Salvador-based crypto firm confirmed that it holds around 80 metric tons of gold, the majority of which are owned outright by the company. The amount, it adds, makes Tether “one of the largest gold holders in the world outside of banks and nation states,” comparable to that of UBS Group. Tether is the issuer of the USDT stablecoin, a cryptocurrency whose value is pegged to the USD on a near one-to-one basis. The company receives dollars in return for the tokens it issues and makes money from that collateral by investing in assets like gold. Since its launch in 2014, USDT has grown to become the largest cryptocurrency by trading volume, with about $159 billion currently in circulation. According to the company’s latest report issued in March, bullion accounts for 5% its reserves, with a market value of approximately $8 billion. In an interview with Bloomberg, Tether chief executive Paolo Ardoino described its gold vault as “one of the most secure in the world,” though he did not provide further details aside from a generic location (Switzerland), citing security reasons. Explaining the company’s strategy to accumulate gold, Ardoino said he views gold a “safer asset” than any national currency, including the US dollar, particularly when there are rising concerns over America’s debt levels. He went on to say that central banks within the BRICS nations have been stockpiling bullion, which contributed to rising gold values. However, its growing allocation to gold could raise regulatory challenges due to the soaring popularity of stablecoins in recent years. Draft legislation in the US such as the GENIUS Act, and European frameworks like MiCA, would restrict stablecoin reserves to cash or near‑cash instruments – excluding commodities like gold. If these rules take effect, Tether may need to adjust its holdings to maintain compliance in regulated markets. In addition to USDT, the company also issues the XAUT stablecoin, which is backed one-to-one by an ounce of gold and can be redeemed for physical gold, collected directly in Switzerland. To date, it has issued tokens equivalent to 7.7 tons of gold or $819 million, a paltry amount relative to the more liquid gold-backed exchange-traded funds. Ardoino also noted that the company opted to self‑custody its bullion to avoid the costs associated with commercial vault operators, which typically charge around 50 basis points. If Tether’s gold token were to grow to $100 billion in circulation, “it’s a lot of money to pay”, he said. Gold prices have rallied about 25% this year, as investors reach for safe havens to hedge against geopolitical tensions and an expanding trade war. Strong demand from central banks and sovereign institutions has also supported bullion’s rise.

A new analysis shows that Bitcoin (BTC) may be on the verge of a calculated price crash that could take it below $107,000 before igniting the next bullish rally. The cryptocurrency market structure currently reflects a short-term bearish correction within a broader bullish trend, supporting the likelihood of a potential surge to new all-time highs soon. Bitcoin Prepares For Final Dip Below $107,000 Crypto market expert, Tehi Thomas, in a recent TradingView post, suggested that Bitcoin’s current structure may be entering its final corrective phase. The analyst points to a potential price crash below the $107,000 level as part of a strategic play by smart money. The analyst shared a chart showing Bitcoin forming consecutive lower highs while its price presses downwards. Across these highs, the market is also respecting a descending trendline, a pattern which often indicates short-term bearish pressure. Notably, this trendline appears to be serving as a potential trap designed to engineer a liquidity grab and discount entry. Thomas notes that once the key zone and sell-side liquidity area around $107,800 is taken, Bitcoin’s price is expected to dip into a nearby Fair Value Gap (FVG), extending down to the $106,500-$106,200 region. This FVG overlaps with critical Fibonacci levels, particularly the 0.786 retracement near $106,200, strengthening the confluence for a potential reversal point. Thomas has highlighted this $106,200 level as a high-probability buy zone, where institutions may re-enter the market. Notably, the analyst’s anticipated price correction for Bitcoin is not seen as a breakdown of structure or market failure, but rather a calculated liquidity grab to fill inefficiencies left from the previous lag. As long as the price respects the $106,000 range and displays bullish order flow afterward, its projected correction is expected to complete the accumulation phase. All-Time Highs In Sight After Key Reversal Following Bitcoin’s projected sweep and fill of the FVG, the cryptocurrency is expected to form a reversal structure that could kick off the next major rally. Despite the projected crash below $107,000, Thomas asserts that Bitcoin’s overall macro trend remains bullish. Moreover, this short-term pullback is considered a setup for a much larger move toward a new all-time high. Thomas’s chart marks the $110,500 zone as the final magnet and ATH target, with a significant layer of untapped liquidity above it. The analyst’s thesis is that once the sell-side pressure is exhausted and displacement confirms the shift in direction, Bitcoin could once again regain bullish momentum. Furthermore, the TradingView expert has pointed out that the FVG near $106,200 acts as both a liquidity magnet and a springboard, set to launch the flagship cryptocurrency into price discovery mode once again. Currently, Bitcoin is trading at $108,744, meaning a potential surge to the projected ATH level at $110,500 will represent a 1.61% increase.

In a monthly chart shared on July 8, crypto analyst Kevin (@Kev_Capital_TA) outlined a long-term bullish thesis for Dogecoin (DOGE), identifying a clear historical pattern that may signal the next major leg in its price trajectory. The focal point of the chart is the 1.618 Fibonacci extension—used as a key projection level—which Kevin implies is Dogecoin’s next major upside target. Based on the chart, this level corresponds to $3.94. History Says Dogecoin Will Hit $3.94 Dogecoin’s price action has followed a remarkably consistent macro-pattern across three major market phases. In each, DOGE formed a clear descending wedge, followed by an impulsive breakout and parabolic rally. These structures are annotated in yellow on the chart and preceded both the 2017 and 2021 bull runs. The most recent wedge breakout completed in November last year, with a retest of the breakout currently taking place. Kevin marks two historical Fibonacci extension levels that were reached following previous consolidations. Both peaked near the 1.618 Fibonacci extension of their respective bases—a common target for extended bullish moves in technical analysis. For the current structure, this places DOGE’s long-term Fibonacci target near $3.94, which would represent a roughly 2,218% move from the current price around $0.17. Indicators further support the notion of a long-term base having formed. The RSI (Relative Strength Index) on the monthly chart has just reclaimed the neutral 50 zone, currently sitting at 50.39, a signal often interpreted as the transition from bearish to bullish control. In prior cycle, the monthly RSI always topped above 90. Notably, the monthly RSI is also in an uptrend since mid-2022, respecting the yellow trendline drawn by the analyst. A significant confluence comes from the Stochastic RSI, which has just completed a bottoming crossover in the oversold region. The last time this occurred, in early 2020, Dogecoin followed with a parabolic surge. This same dynamic now appears to be setting up again, echoing the previous cycle. Also noteworthy is the chart’s structural emphasis on 0.382 Fibonacci retracement support, currently plotted at $0.13778, from which Dogecoin appears to be bouncing. This aligns with the green supertrend support, suggesting a critical local floor has been found. While the purple zones on the chart above $0.50 are not formal price targets, Kevin clarified in a response to a community member that they are key resistance zones—intermediary checkpoints before DOGE can make a full move toward its final Fibonacci extension. These zones span from approximately $1.00 to $1.20 as well as from $2.30 to $2.50, and eventually up toward the $3.94 range. Kevin emphasized that “as well as Dogecoin has done this cycle especially compared to other altcoins, it still has not even come close to what it is capable of. That will change in the right environment.” He further noted that Dogecoin has already seen a 10x move from its bear market low to the local highs, but believes “there’s still work to do” when the cycle of quantitative tightening by the US Federal Reserve ends. The chart and commentary triggered a strong community reaction. Users like @MonetaryRegimee declared “We always hit the 1.618,” to which Kevin replied, “Typically yes,” reinforcing his confidence in the fractal repetition. Others described the current price action as “the calm before the storm.” Whether Dogecoin ultimately fulfills its fractal-driven destiny toward $3.94 remains to be seen. But the historical technical symmetry laid out by Kevin’s chart offers a compelling case that DOGE’s long-term rally may be far from over. At press time, DOGE traded at $0.174.

Tech was in focus in today's session, particularly throughout the last few hours as NVIDIA just hit the $4 trillion market cap and Bitcoin, Ethereum rallied consequently. Sentiment still shows a few signs of hesitation, particularly with disappointing Prime Day numbers dragging Consumer defensive stocks down relative to other sectors. European stocks are to be monitored as they have had consecutive positive days above 1.50%, led by the German DAX. In terms of Commodities, softs had a decent performance led by Cocoa, Sugar and Lumber – in terms of more commonly traded commodities though, US Oil and Gold are almost completely unchanged. Read More: Trump tariff yo-yo fails to scare Markets – NA Mid-Week Update 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.

Despite a risk-off opening to this week, the latest tariff delay from the Trump administration brought back some risk appetite. The Nasdaq retested its all-time highs (22,945 on its CFD) and the S&P 500 came close to it. Only the Dow Jones is once again lagging on the positive sentiment, with deeper US productivity concerns due to the tariff menace still being real for Consumer Defensive stocks. Markets are still off an ecstatic mood which is starting to show a few cracks. The real main change to this week's flows is the US Dollar starting to show some signs of rebound, up around 1 full handle from its 96.50 lows. The FOMC Minutes are released about an hour ago, with the most market moving element being the mention of a few participants that are moving closer to a cut in July, leading to a drop in US Treasury Yields (Bonds higher, yields down). Read More: Ethereum’s steady performance sets the stage for an upside breakout 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.

US traders and DeFi fans have turned their eyes to Sei Network (SEI) after its Total Value Locked (TVL) climbed past $626 million. That leap marks a huge rise from about $60 million at the start of 2024, showing a strong wave of new funds and fresh users staking assets on the chain. Sei Network TVL Rockets According to DeFiLlama, TVL on Sei surged from roughly $60 million in January 2024 to almost $700 million at its peak. That represents nearly a 10 × gain in just six months—growth most rival chains only manage in single‑digit or low double‑digit jumps of 10–50 % over the same stretch. Based on reports by crypto fans on X, this kind of TVL swing is very rare in today’s tight market. On‑Chain Activity Picks Up Crypto observer Kyledoops shared that daily transfers and smart‑contract calls on Sei have climbed steadily. “More capital is flowing in and on‑chain actions are rising,” he wrote. Some market observers say that some parts of the ecosystem saw 10–50 % jumps in TVL, with a few protocols posting even bigger gains. This buzz comes at a time when many DeFi projects are struggling to grow. Japan Approval Draws Investors Based on reports, a key boost arrived when Sei earned approval from the Japan Financial Services Agency. That nod gives it a regulated path into one of the world’s strictest crypto markets. Artemis Analytics noted that daily active addresses hit a two‑year high right after the JFSA greenlight. Institutions are said to be taking a closer look at trading and custody options in Tokyo. Price Swings Test Support SEI’s token price more than doubled in June after a US government‑backed stablecoin pilot was announced and after SEI Labs proposed SIP‑3, a shift to an EVM‑only chain. Even with that jump, the coin still sits about 78 % below its March 2024 peak, trading around $0.26 today. Some technical analysts point to a chart floor at $0.25. A breach there could push SEI closer to $0.20, which would put pressure on holders who bought in at higher levels. Sei Price Forecast According to current projections, SEI is set to drop by 25% and reach $0.19 by August 8, 2025. Based on technical indicators, market sentiment remains Bullish while the Fear & Greed Index sits at 66 (Greed). Over the last 30 days, SEI logged 17/30 (57%) green days and saw 19% price swings in that window. These figures suggest that short‑term dips could be sharp, but buyers may view lower prices as a chance to get in. Featured image from Unsplash, chart from TradingView

XRP might be currently trading around $2, but its path to double and four digits may be faster than imagined. Notably, a bold new forecast has shaken up the XRP community, as crypto analyst BarriC declared that the token could explode from $2 to $1,000 much faster than anyone expects. His comments have caused a bit of optimism among investors, many of whom are already eyeing a new all-time high as momentum builds following the cryptocurrency’s recent quarterly close above $2.25. XRP’s Rise To $1,000 Based On History Taking to the social media platform X, prominent analyst BarriC predicted that the XRP price will surge to $1,000 a lot sooner than most people anticipate. Notably, BarriC’s prediction of a surge draws on the cryptocurrency’s historical performance. Back in 2017, XRP was trading at just $0.006 before launching into a parabolic bull run that took it as high as $3.40 by early 2018. Investors back then underestimated this move, and only a few were able to get in at the earliest. This $3.40 all-time high has been maintained by the altcoin for over seven years, but the situation might change very soon. The altcoin’s current price level, which is just above $2, is a mirror of that early accumulation phase. According to BarriC, investors today may similarly be underestimating how quickly XRP can move. “People buying XRP at $0.006 in 2017 weren’t expecting it to skyrocket to $3.80,” he wrote on X and suggested that a similar underestimation is happening today. Community Torn Between Hope And Doubt His claim, “XRP will skyrocket from $2 to $1,000 a lot sooner than people anticipate,” has been met with mixed reactions of both excitement and skepticism on the social media platform. Some community members were quick to support BarriC’s outlook, with one user responding, “XRP $1,400 is very realistic.” The statement was in reference to its 63,000% rise in the 2017-2018 bull run emphasized by BarriC. Another user commented that although XRP will definitely reach that price level, it won’t be very soon, and it will be “maybe sometime in 2030 to 2040.” Others, however, urged caution, pointing out that XRP is no longer an underdog. Unlike in 2017, XRP’s growth is now very much anticipated, which may dampen the element of surprise that helped its rally seven years ago. Another factor is the current state of the altcoin, along with the significant inflows that could lead to a rally of 63,000% from its current price level. One of the commenters noted that back in 2018, it was possible to invest as little as $6,000 and own as many as 1 million XRP tokens. Another community member noted that although XRP might not reach such an absurd price target, it is going to break out soon to around $10. At the time of writing, XRP is trading at $2.33, up by 2.6% in the past 24 hours. Reaching the $1,000 price target would translate to a 42,800% return from the current levels.

Minutes from the Fed’s June 17-18 policy meeting, released at 14:00 EDT, have done little to change the narrative surrounding future monetary policy decisions. Markets predict the Federal Reserve will maintain rates on July 30th and make its first 2025 rate cut in its September 17th decision. Fed Minutes June 17-18: Key takeaways Unanimous in vote to maintain the federal fund rate between 4.25 and 4.50%, minutes reaffirmed the Fed’s concerns on tariff-borne inflation, although acknowledged that uncertainty on the general economic outlook has “diminished but remains elevated”While predictions for a July rate cut remain essentially unchanged, the minutes shed light on the diverging views held by policymakers about how lax the Fed should be during the current easing cycle Fed Minutes June 17-18: Inflation remains above the 2% target Somewhat predictably, minutes would confirm that the Federal Reserve seems less concerned about the trend of falling inflation and more concerned that it remains above the target of 2%, mentioning recent PCE figures. Cited as “somewhat elevated” both in the immediate policy statement and minutes, the phrasing around inflation highlights ongoing concern, especially compared to the more complimentary commentary of current US labor numbers. The report’s description of the labor market as “solid” and unemployment as “low” would suggest that, in a vacuum, recent labor market numbers would support the notion of rate cuts. Read the complete minutes here: Minutes of the Federal Open Market Committee, June 17–18, 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.

Minutas do Fed Indicam Estabilidade na Taxa Próxima ao Neutro e Revisão Positiva para PIB e Inflação em 2025 Análise por Igor Pereira – Analista de Mercado Financeiro e Membro Junior WallStreet NYSE As Minutas do Federal Reserve (Fed), divulgadas em 09 de julho de 2025, revelam importantes indicações sobre a condução da política monetária americana para os próximos meses, com impactos diretos e indiretos no mercado financeiro global, especialmente no par XAU/USD (ouro versus dólar). Principais Destaques das Minutas do Fed Manutenção da Taxa de Juros Próxima ao Neutro: Os membros do FOMC concordam que a taxa dos Fed funds pode estar próxima ao seu nível neutro, sinalizando a intenção de manter a política monetária estável no curto prazo, evitando aumentos adicionais. Riscos de Inflação e Mercado de Trabalho Reduzidos, mas Presentes: Embora os riscos de uma inflação mais alta e de um enfraquecimento do mercado de trabalho tenham diminuído, o comitê ainda mantém cautela sobre esses fatores. Redução da Incerteza Econômica, mas Ambiente Ainda Volátil: A diminuição das tarifas anunciadas contribuiu para um cenário menos incerto, porém o nível geral de incerteza permanece elevado devido a fatores geopolíticos e comerciais. Extensão da Redução do Balanço do Fed até Fevereiro de 2026: A expectativa de término do processo de encolhimento do balanço patrimonial foi revista para fevereiro de 2026, um mês além da projeção anterior. Revisão para Cima do Crescimento do PIB e para Baixo da Inflação em 2025: A equipe técnica do Fed ajustou suas projeções indicando maior crescimento econômico e inflação mais moderada do que o previsto anteriormente. O Que Esperar do Mercado Financeiro Para o Mercado Cambial e o Ouro (XAU/USD) A manutenção da taxa de juros próxima ao neutro e a perspectiva de inflação controlada tendem a reduzir a atratividade do ouro como ativo de proteção, podendo pressionar o preço do XAU/USD para baixo no curto prazo. No entanto, a continuidade do processo de redução do balanço patrimonial mantém uma pressão restritiva sobre a liquidez global, o que pode limitar quedas acentuadas do metal precioso. Além disso, a diminuição da incerteza comercial favorece ativos de risco, beneficiando moedas fortes como o dólar americano, que exerce influência direta sobre o ouro, devido à correlação inversa tradicional entre ambos. Para o Mercado de Renda Fixa e Ações No segmento de renda fixa, a estabilidade da taxa de juros deve manter os rendimentos dos títulos relativamente estáveis, com leve viés de alta devido ao aperto gradual da liquidez. Já o mercado acionário pode encontrar suporte no cenário de crescimento econômico revisado para cima e menor pressão inflacionária, beneficiando especialmente setores cíclicos e financeiros. Impactos Técnicos e Estratégicos para Traders XAU/USD: É recomendada atenção ao comportamento do ouro diante da nova conjuntura. Movimentos de correção podem ocorrer, mas a volatilidade deve se manter elevada, dada a persistência das incertezas globais. Estratégias de curto prazo podem buscar entradas em suportes técnicos, aproveitando repiques ocasionais da demanda por proteção. Dólar Americano: A moeda tende a se manter firme com suporte do cenário econômico e monetário, mas pode apresentar ajustes pontuais conforme novos dados econômicos forem divulgados. Considerações Finais do Analista Igor Pereira A análise das Minutas do Fed reforça um cenário de transição para uma política monetária de manutenção, com foco em garantir o controle da inflação sem frear o crescimento econômico. Para o mercado financeiro, o ambiente combina estabilidade relativa com necessidade de vigilância constante, devido à volatilidade residual e fatores externos ainda relevantes. Recomenda-se que traders e investidores acompanhem de perto os próximos indicadores econômicos dos EUA, especialmente dados de emprego, inflação e decisões do Fed, para ajustar suas estratégias com base em possíveis mudanças na política monetária. Créditos: Igor Pereira – Analista de Mercado Financeiro e Membro Junior WallStreet NYSE ExpertFX School monetary20250618a1.pdf

Venerable Ventures’ (TSXV: VLV.H) new resource for the old Minto mine in the Yukon has more than doubled contained copper and gold over the 2005 estimate as the owners create a new company with the Selkirk First Nation (SFN). The update outlines 12.6 million indicated tonnes grading 1.2% copper, 0.46 gram gold per tonne and 4.3 grams silver for 334 million lb. copper, 187,000 oz. gold and 1.7 million oz. silver, Venerable reported late Monday. Inferred resources total 23.7 million tonnes at 1.05% copper, 0.38 gram gold and 3.9 grams silver for 547 million lb. copper, 295,000 oz. gold and 2.97 million oz. silver. Minto sits on SFN traditional territory and is about 240 km northwest of Whitehorse “Upcoming drilling will target expansion and conversion of the open-pit and underground mineral resources at Minto, particularly around the high-grade Minto North area,” Venerable Ventures’ strategic adviser Ryan Weymark said in a release. Indigenous ownership The resource update comes almost one year after Yukon’s Supreme Court approved SFN’s purchase of Minto, a rare case of Indigenous ownership of a mine in Canada. The Minto mine had been put up for sale in September 2023 after owner Minto Metals shut it down in May due to financial difficulty and PricewaterhouseCoopers put the mine into receivership. The Minto mine produced about 500 million lb. copper between 2007 and 2023. The Vancouver-based Venerable Ventures announced on July 1 a binding letter of intent with the SFN that is to see the creation of Selkirk Copper Mines. The First Nation will become the largest shareholder in the C$15 million all-share deal and will appoint two directors to the board. Before it closes, Venerable will conduct a non-brokered private placement of up to C$2.52 million. More financing is planned to support further exploration and restarting activities. Lower grades While the discovery of a new mineralized domain at Minto North raised the tonnage in the update, its grades are generally slightly lower and it didn’t include a measured category. The update is based on 376,089 metres of drilling across 1,781 holes, including 210 holes drilled in 2021 and 2022. Venerable shares were flat at C$0.18 apiece on Tuesday at mid-day in Toronto, for a market capitalization of C$3.2 million. Its stock traded in a 12-month range of C$0.09 to C$0.23.

Dogecoin may be gearing up for its next breakout. After holding firm near $0.17 on the weekly chart, DOGE recently bounced off key Fibonacci and trendline support, hinting at renewed bullish potential. With its 200‑week moving average offering steady support and price comfortably above the ascending channel, technicals suggest the setup is aligning. If the recent dip toward the 200 MA on the M15 chart proves to be a low-risk entry, this could set the stage for a retest of the $0.16490 resistance, and possibly more. Rejection At Resistance, But Technicals Still Favor Bulls In a recent analysis shared on X, Thomas Anderson presented a detailed breakdown of DOGE/USD price action across the M15 and M30 timeframes. According to the expert, Dogecoin is currently trading at $0.17043, and the price is facing rejection at the yellow horizontal resistance line around $0.16490. The price action shows consolidation just below this key level, signaling indecision among traders. Anderson pointed out that the 200 MA (red line) is acting as dynamic support from below, helping to anchor the price during the current consolidation phase. This moving average support provides bulls the foundation to regain control if momentum shifts in their favor. On the M30 chart, Anderson noted that the broader bullish structure remains intact, with DOGE price holding above the ascending trendline. This technical pattern suggests continued optimism for upward movement, provided the price does not break below key support areas. Thomas Anderson concluded that any pullback toward the 200 MA on the M15 timeframe could offer a buying opportunity, particularly for traders eyeing a retest of the $0.16490 resistance. Dogecoin Weekly Chart Echoes Elliott Theory’s Bullish Blueprint Taking a closer look at Dogecoin’s weekly chart, crypto analyst Andrew observed a notable long-term wave structure unfolding. He explained that over the past three years, DOGE has completed a five-wave impulse to the upside, which was followed by a typical ABC correction, consistent with Elliott Wave theory. Andrew further noted that price found a strong reaction at the 0.786 Fibonacci level, marked by a light blue line, which traces the retracement from the entire upward move. This reaction suggests that DOGE may have reached a critical support area, where buyers could begin stepping in. With this in mind, Andrew believes the current structure appears to be forming a larger 1-2 setup, which could lead to a powerful Wave 3 advance. If this pattern plays out, it may signal the start of a new bullish phase with the potential to break beyond previous highs.

A resource update for Banyan Gold’s (TSXV: BYN) AurMac project makes it the second largest resource on the Tombstone Gold belt in Yukon. Shares rose. The update adds 112.5 million indicated tonnes grading 0.63 gram gold for 2.27 million oz. Banyan reported Tuesday. It includes 280.6 million inferred tonnes at 0.6 gram gold for 5.45 million contained ounces. The road-accessible AurMac is about 360 km north of Whitehorse. “This update achieved the primary objectives of last year’s program, which were to convert over 2 million oz. into indicated mineral resources with a refined geological model and importantly identify near surface, high-grade areas,” Banyan president and CEO Tara Christie said in a release. Contained ounces The update now puts AurMac behind Snowline Gold’s (TSXV: SGD) Valley deposit as the second biggest resource by contained ounces in Yukon. The previous estimate from February last year comprised only inferred resources. Banyan shares gained 5.6% to C$0.28 apiece in Toronto on Wednesday morning for a market capitalization of C$111 million. Its stock has traded in a 12-month range of C$0.15 to C$0.29. The update incorporates results from 21,000 metres of drilling across 118 holes last year at AurMac’s Airstrip and Powerline deposits. The company plans to conduct another 30,000 metres of drilling this year, mostly at Airstrip and Powerline, as well as complete a preliminary economic assessment for AurMac in the fourth quarter.

Endeavour Silver (NYSE: EXK; TSX: EDR) closed in on a 52-week high on Wednesday after the Canadian miner reported its operating results for the second quarter of 2025. The Q2 results are highlighted by approximately 1.48 million oz. of silver production and 7,755 oz. of gold, equating to total silver-equivalent production of 2.5 million oz. The silver output, says Endeavour, was in line with plan and 13% higher than the first quarter, owing to the addition of a third producing mine at Kolpa. In April, the company announced the acquisition of the Kolpa mine in Huancavelica, Peru, in a $145 million deal to bolster its Mexico-based portfolio. Chief executive Dan Dickson said at the time that the acquisition would bring Endeavour closer to becoming a senior silver producer, with a material increase in its production profile. Excluding Kolpa, however, Endeavour’s consolidated silver production was 16% lower than Q2 2024, due to decreases in production at its Guanaceví and Bolañitos mines. Gold production, too, was lower by 26% as a result of the mines’ underperformance. Meanwhile, a third mine could be on its way to production in Mexico. During the recent quarter, commissioning of the Terronera project continued to progress steadily, said Endeavour, adding that it expects to gradually ramp up throughput to design capacity in early Q3. “The integration of Kolpa is progressing smoothly, with output already trending above initial expectations,” Dickson said in a press release Wednesday. “At the same time, Terronera continues to move steadily toward commercial production.” Shares of Endeavour Silver jumped nearly 10% to $7.28 apiece by 12:30 ET, near a 52-week high of C$7.87. The Toronto-based precious metals miner has a market capitalization of C$2.1 billion.

The second largest cryptocurrency has been on a consistent grind in the past two weeks after seeing some heavy selling flows during the Israel-Iran War, taking its prices close to the $2,000 mark but since, has been posting a slow but strong rally, fuel for further continuation. Crypto markets haven't taken a significant direction for a while, but it doesn't mean that no opportunities are availables – Ranges give the opportunity for markets to cool down and prepare for further moves, while consolidating Volume-at-Price. Market theory implies that the more prices are at an equilibrium (rangebound), the more solid the anchor of value for all participants. With cryptos consolidating at much higher levels than prior years, this shows a resilience for cryptocurrency markets and gives it more credibility for traditional investors to start inputting more flows. For example, since mid-May 2025, Bitcoin has been consolidating between $100,000 to $110,000 – despite giving to many players the opportunity to take their profits, markets did not retrace. Ranges also provide opportunities for scalpers who may attempt to trade highs and lows. Same for Ethereum which has been holding between $2,350 to $2,750 for close to two months now, and despite these prices being not too close from the Ether's ETH, it still consolidates at a relative high value, particularly after the 2025 Q1 Heavy Selling. Read More: NVIDIA Hits $4 Trillion Market Cap, Dow Jones Hovers Near All-Time Highs, Tariff News and FOMC Ahead 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 Sprott Silver Miners & Physical Silver ETF (Nasdaq: SLVR) officially reached $100 million in assets under management (AUM) by the end of the June quarter. SLVR is currently the only exchange-traded fund (ETF) focused on providing pure-play exposure to silver miners and physical silver, a precious metal that has both store-of-value benefits and evolving industrial uses. The ETF, launched by Sprott Asset Management on January 15, 2025, draws on the firm’s extensive experience in the precious metals and critical materials space. It joins Sprott’s growing family of precious metals ETFs that currently includes the Sprott Active Gold & Silver Miners ETF (GBUG), Sprott Gold Miners ETF (SGDM) and Sprott Junior Gold Miners ETF (SGDJ). “We believe silver has been considerably undervalued relative to gold, but silver seems to be hitting its stride, with prices recently breaking $35 per ounce for the first time in more than 12 years. Silver miners may be well-positioned as prices rise, fundamentals improve, and industrial demand grows,” John Ciampaglia, CEO of Sprott Asset Management, stated in a press release Wednesday. By noon ET, spot silver was trading at $36.45 per ounce, down 0.9% for the day. Year to date, the metal has risen by 27%, setting a 13-year high of $37.32 per ounce along the way.

🕘 ⚠️ ATENÇÃO TRADERS: Ata do FOMC será divulgada hoje às 15h horário de Brasília Atenção aos mercados! A Ata da última reunião do FOMC (Comitê Federal de Mercado Aberto dos EUA) será publicada hoje, às (15h de Brasília). 🧠 O que o mercado espera? Essa ata deve trazer detalhes cruciais sobre: A visão interna do Fed sobre inflação e crescimento; As divergências entre membros quanto ao corte ou manutenção dos juros; Quais condições precisarão estar presentes para uma possível flexibilização monetária nos próximos meses. 📊 Impacto esperado nos mercados: USD (DXY): Caso a ata mostre abertura para corte de juros, o dólar pode recuar ainda mais frente às moedas principais; Se indicar postura mais hawkish, o dólar pode ensaiar reversão técnica. XAU/USD (ouro): Expectativa dovish deve impulsionar o ouro para novas máximas; Sinalizações de contenção fiscal ou manutenção de juros pode gerar correção de curto prazo. Ações e Criptoativos: Um Fed mais suave pode dar continuidade à alta nos índices de ações; Criptomoedas sensíveis à liquidez (como BTC) podem responder positivamente. 📌 Fique atento às palavras-chave: "Disinflationary pressures", "rate cut discussion", "policy recalibration", "risk to outlook", "financial conditions tightening". 📉 Resumo técnico atual (pré-ata): DXY: 97.60 (em resistência crítica) EUR/USD: 1.17 GBP/USD: 1.36 USD/JPY: 146.5 XAU/USD: 3.300 (em tendência altista consolidada - abaixo de $3294 espera-se correção) 📲 Acompanhe a cobertura em tempo real da ExpertFX School para análise completa logo após a publicação da ata. ✍️ Análise profissional por Igor Pereira – Membro WallStreet NYSE

📰 Trump intensifica guerra tarifária e pressiona o Fed por cortes de juros Por Igor Pereira, Analista de Mercado Financeiro | ExpertFX School ⚠️ Trump amplia ofensiva tarifária: mais 6 países notificados com novas tarifas para 1º de agosto O presidente dos EUA, Donald Trump, escalou significativamente sua política comercial nesta quarta-feira (09), enviando notificações formais de tarifas para mais seis países, com taxas variando de 20% a 30% sobre exportações destinadas ao mercado americano a partir de 1º de agosto de 2025. Os novos alvos incluem: 🇵🇭 Filipinas – 20% 🇧🇳 Brunei – 25% 🇲🇩 Moldávia – 25% 🇮🇶 Iraque – 30% 🇩🇿 Argélia – 30% 🇱🇾 Líbia – 30% Essas notificações somam-se às cartas enviadas nas últimas 72h a países como Malásia, Cazaquistão, África do Sul, Laos, Mianmar e Vietnã, elevando o número total de nações ameaçadas com novas tarifas para mais de 20 em menos de uma semana. 💬 Trump pressiona Powell com críticas diretas: “Senhor Tarde Demais” Simultaneamente, Trump intensificou ataques contra Jerome Powell, presidente do Federal Reserve. Em publicação nas redes sociais, o presidente declarou: Trump voltou a se referir ao presidente do Fed como “Mr. Too Late” (Sr. Tarde Demais) e afirmou que manter os juros elevados está destruindo competitividade e impedindo a expansão industrial nos EUA, em meio ao “boom” de realocação industrial provocado pelas tarifas. 🇧🇷 Brasil na mira: atrito com governo Lula se intensifica Nos bastidores, fontes diplomáticas revelam que Trump está incomodado com críticas públicas feitas por Brasília às sanções e tarifas americanas. O presidente norte-americano também voltou a criticar a forma como o governo brasileiro está lidando com o ex-presidente Jair Bolsonaro, afirmando que o tratamento dado a ele é “vergonhoso”. 📉 Impacto no mercado financeiro global A ampliação da guerra tarifária e a possibilidade de cortes forçados na taxa de juros têm gerado volatilidade no mercado cambial e de commodities: Dólar DXY testa suporte de longo prazo, com expectativa de reversão técnica. Ouro (XAU/USD) segue forte em US$ 3.300, sustentado por fluxo em ETFs e desdolarização via BRICS. Ações industriais e empresas de exportação enfrentam pressão com temor de retaliações comerciais coordenadas. 📊 O que esperar nos próximos dias Alta probabilidade de retaliação coordenada por parte de países BRICS e seus aliados; Mercado passa a precificar corte de juros emergencial pelo Fed nos próximos 2-3 meses; Busca por proteção em ativos reais, como ouro físico, ouro tokenizado e criptomoedas; Crescimento das tensões entre EUA e países latino-americanos, especialmente Brasil e Argentina. 📌 Continue acompanhando a ExpertFX School para atualizações estratégicas em tempo real. 📚 Relatório elaborado por Igor Pereira – Membro WallStreet NYSE

Join OANDA Market Analyst Kenny Fisher, Nick Syiek (TraderNick) and podcast host Jonny Hart as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. 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.

📉 Relação Ouro / Ações dos EUA segue em níveis historicamente baixos 📈 Volume de negociações com ouro tokenizado ultrapassa US$ 19 bilhões no 1º semestre de 2025 🔶 Resumo Técnico da Situação Atual do Ouro – Julho de 2025 🔸 Segundo especialistas da Crescat Capital, o ouro está inserido em um forte ciclo de alta macroeconômico de longo prazo, sustentado por fatores estruturais como: Desdolarização global Crescente demanda por ativos físicos e fora do sistema bancário Reestruturação do sistema financeiro internacional (BRICS, CBDCs, RWA) 📊 Relação Ouro / Ações: em níveis históricos de reversão A métrica de comparação entre ouro e ações americanas segue em níveis extremamente baixos, similares aos vistos antes de grandes reversões históricas. Isso indica que o ouro está barato em relação aos ativos de risco. 🔍 Análise Crescat: 🧠 Macro Drivers: Por que o ouro segue forte em 2025 Expansão de tarifas e guerra comercial com os EUA elevando tarifas sobre mais de 14 países a partir de agosto; Adoção institucional recorde: ETFs voltam a registrar entrada líquida em junho (+75 toneladas, segundo WGC); Demanda por proteção contra recessão e instabilidade geopolítica; Adoção tecnológica e tokenização de ouro, criando nova demanda e liquidez para o metal. ✴️ Tokenização de Ouro supera ETFs tradicionais no 1º semestre 🚀 O volume negociado de ouro tokenizado (RWA – Real World Assets) já ultrapassou US$ 19 bilhões no primeiro semestre de 2025, superando vários ETFs tradicionais de ouro, segundo dados da Gate.io. 📌 Este avanço reflete: Integração entre o mercado cripto e o mercado físico de metais Migração de capital para ativos reais digitalmente liquidados Busca por reserva de valor transparente, auditável e negociável 24/7 📈 O que esperar do ouro nos próximos meses? Correções devem ser vistas como oportunidade, principalmente abaixo de US$ 3.300 Potencial de alta para US$ 3.500 a US$ 3.800 até o final de 2025, com base na continuidade dos fluxos institucionais e geopolítica tensionada Tokenização e BRICS Pay devem ampliar o papel do ouro como ativo de reserva global não-dolarizado 📚 Análise institucional por Igor Pereira – Membro WallStreet NYSE 📍 ExpertFX School – Educação e estratégia profissional em ouro, FX e macroeconomia global

📊 100 empresas listadas em bolsa já acumulam mais de 852.467 BTC 🔶 Panorama Atual De acordo com os dados mais recentes da HODL15Capital, o número de empresas de capital aberto que possuem Bitcoin em seus balanços chegou a 100 companhias, totalizando 852.467 BTC — o equivalente a mais de US$ 92 bilhões no preço atual (U$109.011/BTC). Entre os principais destaques está a MicroStrategy, liderada por Michael Saylor, que continua ampliando suas posições e defendendo a tese de adoção corporativa em larga escala. 💬 Michael Saylor: “Estou extremamente bullish” Esse descompasso entre oferta diária (~900 BTC/dia) e a demanda institucional crescente está sendo apontado como o principal catalisador de alta para o BTC ao longo do segundo semestre de 2025. 📈 Implicações para o mercado Oferta restrita, demanda explosiva A escassez programada do Bitcoin se intensifica com a entrada institucional, criando pressão contínua de alta no preço. Normalização do BTC como ativo de balanço Com mais de 100 empresas públicas já expostas ao BTC, o ativo começa a se consolidar como alternativa legítima ao caixa em dólar, principalmente em um ambiente de desdolarização. Concorrência entre empresas por BTC A competição entre corporações por adquirir BTC pode gerar efeito de FOMO institucional, ampliando ainda mais o desequilíbrio entre oferta e demanda. 📌 O que esperar? Se o ritmo atual de compras corporativas se mantiver acima de $102.000 (ou acelerar), o preço do BTC pode superar a marca dos US$ 130.000–150.000 ainda em 2025. Se o BTC vier abaixo de $96.000 uma correção profunda pode estar a caminho. A adoção contínua entre tesourarias corporativas, somada à crescente demanda por reserva de valor fora do sistema fiduciário tradicional, reforça o viés de alta estrutural para o Bitcoin. 📍 Análise macroeconômica e institucional por Igor Pereira 📚 ExpertFX School – Conteúdo técnico e profissional para traders e investidores institucionais