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Bitcoin Testa Nível Crítico Após Falha no Breakout: O Que Esperar Agora?
um tópico no fórum postou Igor Pereira Sentimento de Mercado
📉 Bitcoin Testa Nível Crítico Após Falha no Breakout: O Que Esperar Agora? BTC/USD volta para região de suporte após rejeição técnica; mercado testa paciência dos compradores com nova fase de consolidação. Por Igor Pereira Analista de Mercado – Membro Junior Wall Street NYSE ExpertFX School – Análises Técnicas e Fundamentais com Visão Institucional 📌 Contexto Técnico Atual O Bitcoin falhou em manter-se acima da zona de resistência dos US$ 108.850, marcada em verde no gráfico, e recuou com força até a base da região de liquidez mais baixa, sinalizada em azul. Este movimento indica uma rejeição do breakout da estrutura de triângulo descendente (ponto 3), levando o preço de volta para níveis vistos há apenas dois dias, em torno de US$ 106.100–105.700 — região chave para definição da próxima tendência. 📊 Estrutura de Mercado 📉 Topo inferior 1–2–3 formado: Rejeição clara do padrão de continuação de alta. 🔵 Zona de suporte retestada: Região entre US$ 105.700 e US$ 106.100 foi defendida, por enquanto. 📈 Retorno à faixa de congestão anterior: BTC segue operando dentro do range entre US$ 102.100 e US$ 108.800. 🧠 Leitura Institucional ✅ O Que Observar nos Próximos Dias 🔹 Fechamento diário acima da zona azul: Será necessário um Daily Close acima de US$ 106.800 para retomar a força e tentar nova alta. 🔹 Reteste bem-sucedido: Após o fechamento, será fundamental observar um reteste sem perder o suporte recém-estabelecido. 🔹 Quebra da LTB (linha vermelha): O rompimento da linha de tendência descendente marcada no gráfico será um gatilho técnico claro de retomada da alta, mirando novamente os US$ 111.965. ⚠️ Riscos e Possível Cenário Negativo Caso o suporte atual falhe: Próxima região de suporte está entre US$ 102.100 a US$ 100.000 (confluência de liquidez e suporte diagonal). A perda desse patamar pode abrir espaço para queda até US$ 96.300 (última zona marcada por acúmulo e desbalanceamento). 📈 Conclusão e Projeção ExpertFX Apesar da falha na quebra da resistência superior, o BTC ainda mantém estrutura de suporte saudável, respeitando zonas de interesse institucional. O mercado permanece em estado de espera por catalisadores macroeconômicos, como: Decisões do Fed sobre juros (próxima reunião em julho); Volatilidade no índice DXY e curva de juros americana; Apetite de risco dos fundos institucionais pós-reuniões do FOMC. 🎯 Oportunidade: Para traders técnicos e institucionais, a configuração atual representa um ponto-chave de decisão: 📍 Acima de US$ 106.800 com reteste: entrada compradora rumo aos US$ 111.900 📍 Perda de US$ 105.700: aumento do risco de retorno aos US$ 102.100 e até US$ 96.300 Fique atento às atualizações na ExpertFX School. Receba alertas técnicos, leitura institucional e gatilhos de entrada antes dos grandes movimentos! -
Australia's retail sales miss forecast, Aussie slips
um tópico no fórum postou Redator Radar do Mercado
The Australian dollar is lower on Thursday. In the Europen session, AUD/USD is trading at 0.6556, down 0.41% on the day. Australia's retail sales lower than expected at 0.2% Australia's retail sales posted a small gain of 0.2% in May, up from a flat reading in April but shy of the consensus of 0.4%. The gain was driven by a strong rebound in sales in clothing and footwear, while food sales declined. On an annual basis, retail sales rose 3.3%, down sharply from 3.8% in April and the weakest pace of growth in six months. RBA expected to trim next week Today's weak data has bolstered expectations that the Reserve Bank of Australia will lower rates at next week's meeting. The money markets have priced in a cut at 97%, which would lower the cash rate to 3.6%. 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. -
🌍 Bancos Centrais Disparam Compras de Ouro em Maio e Reacendem Tese de Alta Estrutural do XAU/USD 🔔 Compras líquidas aumentam após dois meses de queda, sinalizando retorno da pressão institucional sobre o ouro. Por Igor Pereira Analista de Mercado Financeiro – Membro Junior Wall Street NYSE ExpertFX School – Análises Profundas em Tempo Real 📈 Compras líquidas de ouro por bancos centrais voltam a crescer em maio Dados divulgados pelo World Gold Council em parceria com o FMI revelam uma reviravolta significativa no mercado de ouro global: os bancos centrais aumentaram novamente suas compras líquidas de ouro em maio de 2025, encerrando um breve ciclo de desaceleração nos meses anteriores. O gráfico divulgado mostra um aumento expressivo nas compras brutas de ouro (em azul claro), enquanto as vendas se mantiveram relativamente contidas (em roxo), resultando em um salto positivo nas compras líquidas (em amarelo). A movimentação confirma que o apetite dos bancos centrais por ouro continua intacto, e mais ainda: está se acelerando novamente. 📊 O Que Isso Significa para o Mercado? Essa retomada das compras por bancos centrais marca um novo capítulo no reposicionamento estratégico global: 🔹 A acumulação líquida, que já superava 1.000 toneladas por ano desde 2022, permanece sólida; 🔹 Em média, os bancos centrais vêm comprando quase 300 toneladas por ano, por instituição; 🔹 Maio de 2025 registrou o maior volume líquido em três meses, sinalizando retomada institucional em meio à incerteza geopolítica e monetária. 🧠 Análise Institucional por Igor Pereira 📌 Por que os Bancos Centrais estão comprando mais ouro? Perda de confiança no dólar após aumento de tarifas, déficits e uso político do sistema financeiro global; Desdolarização avançando nos BRICS+, com China, Rússia e Índia liderando o movimento; Busca por reservas neutras e resilientes, diante da crescente instabilidade geopolítica (Oriente Médio, Taiwan, Irã); Alta recente do ouro não representa topo, mas sim o início de uma nova fase de valorização estrutural. 🌐 Impacto no XAU/USD A continuidade das compras por bancos centrais gera uma base sólida de demanda institucional para o ouro, o que implica: Indicador Econômico Impacto no XAU/USD Liquidez emergencial via Fed Suporte de alta Queda do dólar em 2025 (-10%) Pressão compradora Tensões com China e Irã Demanda por refúgio Inflação "travada" acima de 2% Proteção estrutural 📉 O Sistema Monetário Está em Transição Enquanto o dólar americano enfrenta a pior performance semestral desde 1985, com perdas de mais de 10% e pressão crescente sobre os Treasuries, o ouro avança silenciosamente como a âncora de confiança global. Nas palavras do próprio Nassim Taleb: 🥇 Conclusão: Ainda é cedo para falar em "topo do ouro" Apesar dos mais de 75 recordes históricos do XAU/USD somente em 2025, os dados mostram que não estamos próximos de uma exaustão, mas sim no início de uma reprecificação global do ouro como ativo-base. Com os bancos centrais liderando o fluxo institucional, e investidores individuais ainda marginalmente expostos ao metal, o ciclo de alta pode estar apenas começando. 📢 Acompanhe nossas análises diárias do mercado de ouro (XAU/USD), com relatórios institucionais, leitura de fluxo da Comex, ETFs, bancos centrais e estratégias de posicionamento. Igor Pereira Analista de Mercado | Membro Junior Wall Street NYSE ExpertFX School – Desde 2017 no radar do investidor profissional
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Public Firms Snag 131,000 BTC, Surpassing ETFs In Bitcoin Purchases
um tópico no fórum postou Redator Radar do Mercado
According to CNBC, corporate treasuries around the globe have surpassed exchange-traded funds (ETFs) in Bitcoin (BTC) acquisitions for three consecutive quarters. This indicates a growing interest among public companies to adopt strategies similar to those pioneered by Strategy, especially in a more favorable regulatory environment under President Donald Trump’s administration. Bitcoin Holdings Surge Data from Bitcoin Treasuries shows that public companies acquired approximately 131,000 Bitcoin in the second quarter of the year, marking an 18% increase in their BTC holdings. In contrast, exchange-traded funds managed to secure about 111,000 Bitcoin, representing an 8% growth during the same period. Nick Marie, head of research at Ecoinometrics, emphasized that the motivations behind these purchases differ significantly. While institutional buyers utilizing ETFs seek exposure to BTC for a variety of reasons, Marie asserted that public companies are primarily focused on accumulating Bitcoin to enhance shareholder value. The market dynamics have also shown that public company BTC holdings increased by 4% in April, a month marked by significant volatility following President Trump’s announcement of initial tariffs. During the same time frame, ETF holdings rose by only 2%. Marie noted that public companies are less concerned with Bitcoin’s current market price, prioritizing the growth of their Bitcoin reserves to appear more attractive to potential investors. ETFs Still Dominate In This Key Metric Despite the increasing activity from public companies, Bitcoin ETFs remain the largest holders of the cryptocurrency, collectively holding over 1.4 million BTC, or about 6.8% of the total capped supply of 21 million coins. Public companies, on the other hand, hold around 855,000 Bitcoin, approximately 4% of the total supply. The recent surge in corporate BTC accumulation is also a reflection of significant regulatory changes favoring the crypto industry. The last time ETFs outperformed public companies in Bitcoin purchases was during the third quarter of 2024, prior to Trump’s re-election. Several notable companies have entered the Bitcoin market recently. GameStop began acquiring Bitcoin after its board approved it as a treasury reserve asset earlier this year. Similarly, health-care firm KindlyMD merged with Nakamoto, a Bitcoin investment company, while investor Anthony Pompliano’s ProCap launched its own BTC purchasing initiative and plans to go public via a special purpose acquisition company (SPAC). Direct Exposure May Ease Strategy, formerly MicroStrategy, continues to lead the charge in the Bitcoin treasury space with approximately 597,000 Bitcoin in its possession. Following closely is Bitcoin miner Mara Holdings, which holds nearly 50,000 coins. Ben Werkman, chief investment officer at Swan BTC, remarked on the challenges smaller firms face in trying to match Strategy’s scale. He predicted that institutional capital will continue to gravitate toward Strategy due to its deep liquidity and established presence. Looking ahead, Marie suggested that the number of companies adhering to a BTC treasury strategy may dwindle over the next decade as the market matures. He noted that as more firms enter the space, the individual impact of each company will likely diminish. Additionally, as Bitcoin becomes more normalized, investor constraints regarding direct exposure may fade. Featured image from DALL-E, chart from TradingView.com -
US Stocks point to muted reaction at the Open despite big ADP Jobs miss
um tópico no fórum postou Redator Radar do Mercado
This morning's ADP release was not enough to trigger large volatility in Markets. The data came in at -33K vs a consensus of 95K, a consequential miss that led to a subdued market reaction. US Equity futures had gone up in the overnight session with the S&P 500 just grazing new all-time highs (6,229 on its CFD) and markets are now correcting, with however a slow but steady grind. ADP Employment measures private employment by US Firms and concerns around 30 millions of Americans , which represents a bit less than 10% of the US Population – Its correlation to the Non-Farm Payrolls data is not significant, a reason why reactions to ADP releases are less accentuated than the more global US NFP. The miss is nonetheless quite large and it will be interesting to see in the upcoming months how Trump's policies influence the difference in Private and Public US Employment, if there are disparities and how much of a difference in the economy this potential disparity generates. The current picture in US Indices point to similar rebalancing flows from Tech to Consumer Defensive/Manufacturing with the Nasdaq again leading on the downside (-0.40%) and the Dow Jones on top of Indices (-0.10%) – Futures point towards a small gap down at the 9:30 opening Bell. The US Dollar is starting to build a low as a potential technical bottom is attained. close Nasdaq 4H Chart, July 2, 2025 – Source: TradingView Nasdaq 4H Chart, July 2, 2025 – Source: TradingView The Nasdaq chart looks more balanced, subject to bear strenght compared to the US 30 chart seen right before. Prices broke through the upwards trendline that lead to the new All-time high price discovery (22,751 on the CFD) and have started to form what resembles a Head and Shoulders pattern – To supplement that, both the MA 20 and 50 are acting as immediate resistance and are starting to slope downwards. RSI Momentum is also in the same direction but close to oversold, therefore it will be key to see how markets react to the upcoming Opening Bell. Levels to watch for the Nasdaq: Local ATH Top – 22,700 Region ResistancePivot Zone 22,450Previous ATH Support Zone 22,250 (confluence with 4H MA 200) Safe Trades! 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. -
HSBC has raised its average gold price forecasts for the next two years, citing heightened geopolitical risks and strong investor demand for bullion, as Reuters first reported. The bank now expects gold to average $3,215/oz in 2025 and $3,125/oz in 2026, up from previous estimates of $3,015 and $2,915, respectively. The updated outlook reflects a bullish view on gold’s role as a safe-haven asset amid global uncertainty. Spot gold reached a record high of $3,500.05 an ounce in late April. The metal was trading at $3,348.50 Wednesday morning. “We anticipate a wide and volatile trading range of $3,600-3,100/oz for the rest of the year and year-end prices of $3,175/oz for 2025 and $3,025/oz for 2026,” the bank said in a note on Tuesday. HSBC analysts noted that central bank gold purchases will moderate on further rallies above $3,300 and could increase should gold correct nearer to $3,000. On the physical front, the bank said further gold price gains above $3,500 could lead to reduced demand in the jewellery, coin and small bar markets, particularly in economies such as India and China. Goldman Sachs recently echoed a similarly bullish stance, forecasting gold to reach $3,700 by year-end and $4,000 by mid‑2026, with potential upside to $4,500 in extreme risk scenarios. Goldman also expects gold to continue outperforming silver, which is under pressure from weakening industrial demand, particularly in China’s solar sector.
- Hoje
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Long-Term Bitcoin Holders Near Pain Point Last Seen In October 2024
um tópico no fórum postou Redator Radar do Mercado
According to CryptoQuant analyst Darkfost, long‑term Bitcoin holders are sitting on unrealized gains last seen during the October 2024 market dip. Right now, those holders show an average profit of 220% on coins they bought and held for the long run. That figure is surprisingly low given Bitcoin’s recent surge back above $107,000. Lower Profit Levels Than Previous Peaks Darkfost used the MVRV ratio — market value relative to the average cost paid by long‑term holders — to track these shifts. In March 2024, when Bitcoin pushed up to $74,500, MVRV hit 300%. Then in December 2024, at the $108,000 peak, it climbed to 350%. By contrast, today’s 220% gain reflects the fact that many long‑term holders bought in at much higher levels than earlier in the cycle. Price Needs To Rise To Match Past Gains Based on an average cost basis of $33,800, Bitcoin would need to climb back to $135,200 just to restore that 300% profit level. If the market aimed to hit the 357% mark again, prices would have to reach roughly $154,400. Both figures track with what history tells us about investor behavior — people tend to sell when profits hit big round numbers. Historical Cycle Comparisons Looking farther back shows how much room remains. In December 2017, at the $19,500 top, long‑term holders saw unrealized profits of 4,000%. Then during the 2020/2021 cycle, Bitcoin spiked to $63,000 in April 2021 and MVRV topped out at 1,230%. By November 2021, prices hit about $68,400 but unrealized gains for long‑term holders had already fallen to 340%. An analyst’s recent outlook lines up with this math, first pegging a cycle top at $135,000 in October 2024. After reviewing new data in May 2025, they revised the target range to $120,000–$150,000 and suggested a likely peak between August and September 2025. That range overlaps with the price levels needed to bring MVRV back to earlier highs. Room For More Upside, But Watch The Risks Based on latest figures, Bitcoin is trading at $106,750, roughly flat over the last 24 hours. Lower profit margins mean fewer long‑term holders are itching to sell right now, which could leave more fuel for higher prices. Still, on‑chain numbers don’t capture the whole picture. Spot-market flows, ETF moves and wider economic shifts can all trigger sharp reversals. For now, the evidence points to a market that isn’t overheated. If Bitcoin follows past cycles, it may have farther to climb before long‑term holders lock in gains at levels seen in March or December 2024. But investors should balance these on‑chain metrics with real‑world signals — and be ready for whatever comes next. Featured image from Imagen, chart from TradingView -
Judge Dismisses Tether’s Dismissal Bid In $4B Bitcoin Lawsuit With Celsius
um tópico no fórum postou Redator Radar do Mercado
USDT issuer Tether has been dealt a blow in its multibillion-dollar lawsuit with Celsius after a US bankruptcy judge ruled that the lawsuit can proceed. The judge denied Tether’s attempt to dismiss claims that it “improperly” liquidated Celsius’s Bitcoin collateral during the crypto lender’s collapse in 2022. Per court documents filed in New York on June 30, Celsius claims that Tether executed a “fire sale” of over 39,500 Bitcoin in June 2022, which it then used against Celsius’s $812 million debt without following pre-agreed procedures. Celsius Bitcoin Lawsuit Against Tether – Claims That Tether’s Liquidation Cost The Firm Over $4B In Bitcoin At Current Prices Celsius believes that Tether’s actions in the Summer of 2022 breached its lending agreement, violated the principle of “good faith and fair dealing” under British Virgin Islands law, and constituted fraudulent and preferential transfers that are avoidable under the US Bankruptcy Code. The complaint stems from a margin call Tether issued as the Bitcoin price plummeted. Celsius argues that Tether sold its collateral before a pre-agreed 10-hour waiting period, liquidating the BTC position at an average price of $20,656 below market levels, and later transferring the proceeds to its own Bitfinex accounts. In the filing, Celsius alleges that Tether’s liquidation of its Bitcoin position cost it over $4 billion worth of BTC at current prices. It further claims that Tether’s actions involved US-based communications, personnel, and financial accounts. DISCOVER: The 12+ Hottest Crypto Presales to Buy Right Now This is key, as if proven true, it would establish sufficient ties for US jurisdiction, despite Tether’s incorporation in the British Virgin Islands and Hong Kong. In an early win for Celsius, the US judge agreed Celsius made a plausible case that the transfers and alleged misconduct were “domestic” in nature, rejecting Tether’s argument that the claims fall outside of US bankruptcy law jurisdiction. Last year, in August, Tether attempted to dismiss the lawsuit in its entirety, claiming that the US court lacked jurisdiction and that Celsius’s allegations fail to state valid claims. While the court dismissed some counts at the time, it allowed Celsius’s key breach of contract, fraudulent transfer and preference claims to proceed. TetherPriceMarket CapUSDT$157.85B24h7d30d1yAll time Tether CEO In The News After Refuting Claims The Company Is Going Public Last month, in June, Tether CEO Paolo Ardoino stated that the company has no plans to go public, following much speculation. Ardoino responded to rumours of a potential Tether IPO, dismissing the idea outright. This public denial did not stop the chatter, with analysts claiming a public offering could value the stablecoin giant at over $500 billion, which would put it higher than global corporations such as Walmart or Coca-Cola. Ardoino did, however, call the $515 billion valuation a “beautiful number,” although he suggested it might even undervalue Tether, considering its sizable holdings of Bitcoin and gold. Tether’s flagship product, the USD-backed stablecoin $USDT, is the third-largest digital asset, trailing only Ethereum and Bitcoin, with a market cap of over $157 billion. It is by far the most used stablecoin on the market, evidenced by its $38 billion daily trading volume. (SOURCE) Circle’s USDC stablecoin, widely recognised as the second-largest USD-backed stablecoin, has a market capitalisation of $61 billion and a daily trading volume of only $7 billion. Circle has been in the news recently after going public following a successful IPO. It is up 11% daily, trading for $192 and a market cap of around $42 billion. Considering that Tether’s USDT stablecoin processes nearly the same daily trading volume as Circle’s entire market cap, it is no wonder that Paolo Ardoino believes $515 billion for Tether may be undervalued. Meanwhile, Tether continues to expand its African footprint. Yesterday, it announced that it has signed a Memorandum of Understanding (MoU) with the Zanzibar e-Government Authority (eGaz) to advance digital asset education and financial innovation. The stablecoin issuer plans to integrate its USD-backed $USDT and gold-backed $XAUT stablecoins into the Zanmalipo payment gateway, improving available options for users locally. It is part of Tether’s long-term expansion strategy for Africa, aimed at boosting digital asset adoption on the continent. EXPLORE: 10 Best AI Crypto Coins to Invest in 2025 Join The 99Bitcoins News Discord Here For The Latest Market Updates The post Judge Dismisses Tether’s Dismissal Bid In $4B Bitcoin Lawsuit With Celsius appeared first on 99Bitcoins. -
Michael Saylor’s Strategy Set To Yield $14 Billion Profit In Q2, Bloomberg
um tópico no fórum postou Redator Radar do Mercado
Strategy, formerly known as MicroStrategy, is on track to report an impressive $14 billion in unrealized gains from its extensive Bitcoin accumulation strategy. Co-founded by Michael Saylor, the company has successfully transformed itself from a struggling enterprise software provider into a leading leveraged Bitcoin proxy, drawing comparisons to major corporate powerhouses such as Amazon and JPMorgan Chase. Strategy Set To Post Record Profits According to a recent Bloomberg report, Strategy’s anticipated profits stem largely from the rebound in Bitcoin prices and recent changes in accounting practices that allow the firm to value its substantial cryptocurrency holdings at market rates. Analysts project that while Strategy’s software business may only generate approximately $112.8 million in revenue for the second quarter, the surge in Bitcoin prices has significantly bolstered its financial outlook. This potential record profit comes after a turbulent period for the company, which faced criticism from notable investors like Jim Chanos. Chanos has publicly derided Saylor’s valuation model, describing it as “financial gibberish,” while Saylor has countered that Chanos fails to grasp the intricacies of his approach. Despite the skepticism, Mark Palmer, an analyst at Benchmark Capital, noted Saylor’s resilience, stating that he has consistently outperformed not only his critics but also the broader market. Since Saylor initiated his Bitcoin buying spree, Strategy’s stock has skyrocketed over 3,300%. In the same time frame, Bitcoin has appreciated approximately 1,000%, while the S&P 500 has advanced around 115%. The company’s shares saw a 40% increase in the second quarter, significantly outpacing the S&P’s 11% rise. $64 Billion Bitcoin Value The recent accounting change at Strategy, which took effect in the first quarter, allows the firm to recognize the market value of its Bitcoin holdings—currently valued at about $64 billion—resulting in substantial swings in reported earnings. Previously, the company treated its Bitcoin similar to intangible assets, which limited their ability to recognize gains unless the assets were sold. This change has positioned Strategy to capture the full benefit of Bitcoin’s price fluctuations. At the start of the second quarter, Strategy held 528,185 BTC, valued at over $43.5 billion based on market prices. An increase in the value of Bitcoin of 30% during the quarter alone contributed more than $13 billion to the company’s unrealized gains. Cumulatively, weekly purchases have brought the company closer to holding 600,000 BTC. Despite the positive outlook, the company has faced legal challenges, including several class-action lawsuits claiming that executives misled shareholders regarding the first-quarter losses. In response, Strategy has pledged to vigorously defend against these accusations. As of press time, BTC trades at $106,100, down 5% from its current record high of $111,800 during May’s rally. Featured image from DALL-E, chart from TradingView.com -
Chile’s Congress has approved sweeping legislation to slash permitting times for mining and energy projects, aiming to boost investment in the world’s top copper producer and second-largest lithium supplier. The amendments, which passed with 93 votes in favour, 27 against, and 17 abstentions, amends over 40 sectoral regulations and now awaits the president’s signature to become law. The government says it will cut permit processing times by 30% to 70% without lowering environmental or regulatory standards. “This will allow us to substantially reduce permitting times while maintaining our regulatory rigour,” Economy Minister Nicolás Grau said in a statement. The long-awaited overhaul responds to pressure from the mining industry and renewable energy companies, which argued that protracted approval processes were stifling billions in potential investment. In the mining sector alone, project approvals can take up to 12 years. Despite recent declines in copper production, Chile is projected to retain its position as the world’s leading copper producer. Its share of global copper output is expected to rise from 23.6% last year to 27.3% by 2034, according to country’s state copper commission, Cochilco. Jorge Riesco, president of the National Mining Society (SONAMI), called the reform a step in the right direction but said more work is needed. “We value the efforts by the Executive Branch, particularly the Ministry of Economy, but we believe this is just the beginning,” he said. The changes are expected to have the most impact in northern Chile’s Antofagasta region, a hub for mining investment. “Improved permitting timelines not only streamline project execution but also offer greater certainty for regional and national economic planning,” Matías Muñoz, Regional Secretary of Economy, noted. A cornerstone of the reform is the institutionalization of the SUPER platform, which is a mandatory digital one-stop shop for permit applications. The system promises end-to-end traceability, service interoperability, and real-time case tracking. The online application portal will work alongside a newly established Sectoral Authorizations and Investment Office, which will coordinate, advise, and modernize the permitting framework. ___________________________ Related: BHP gives Chile a $14 billion reason to cut red tape for mines
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Bitcoin Seasonality: Why Summer 2025 Will Catch Everyone Off Guard
um tópico no fórum postou Redator Radar do Mercado
A growing number of Bitcoin and crypto market participants have fallen victim to a dangerous assumption: that summer in the crypto markets is synonymous with stagnation. However, crypto analyst Cristian Chifoi warns that this summer may follow a drastically different script. In a video analysis released on July 1, Chifoi lays out a compelling case that 2025 fits a historical pattern that has previously delivered some of Bitcoin’s strongest summer performances. Summer 2025 Could Flip Bitcoin’s Script Chifoi’s thesis is based on a concept he has long explored: Bitcoin seasonality—a recurring, cyclical behavior in Bitcoin’s price action across the calendar year, especially in relation to the four-year halving cycles. According to Chifoi, there is an identifiable seasonal window from mid-January to mid-March where Bitcoin historically shows explosive movement in one direction, only to reverse course in the subsequent months. This pattern has held across multiple years and cycles. In 2021, for example, Bitcoin rallied from $28,000 to $60,000 between January and March before collapsing back to $28,000 by summer. The opposite occurred in 2023, when Bitcoin dumped in Q1 and reversed upwards during summer. “From January 22nd to March 11th [2024], we had a 2x on Bitcoin,” Chifoi noted. “And if the price moves in one direction in this window, it tends to do the exact opposite after that. That’s the seasonality reversal.” Chifoi highlighted this tendency across previous cycles as well, identifying the same trend flip in 2022, 2023, and most notably in 2021. Critically, Chifoi warns that while most traders are anchored to the recent past—recalling three consecutive “boring” summers—this year is historically aligned with a different kind of setup. “Nobody is prepared for this summer,” he said. “Because people only look at the past three years. But those were not the years to look at.” Instead, Chifoi compares 2025 to three historical analogues: 2013, 2017, and 2021—all years that followed a halving and saw significant summer rallies. In each of those years, after early-year volatility or corrections, Bitcoin posted dramatic gains from mid-July into early September. In 2017, Bitcoin rallied 160% in that timeframe. In 2021, the move was 77%. “The common factor in those years? They were one year after a halving, with a post-March reversal in trend,” Chifoi explained. “Now we are in the same window again. And people are not looking at it.” First Crash, Then Surge? The analyst also emphasized that current price action fits his broader fractal thesis. After Bitcoin’s local top at $109K earlier this year and the rejection that followed, the market appears to be chopping sideways—something he predicted back in late 2024. He expects this phase to continue into July 20, potentially ending with a sudden flush to the downside. But this, he argues, would be the setup for the next leg higher. “Don’t be surprised if the drop comes with a lot of bad news,” he said. “Every time there’s a dump before a rally, the media has a narrative ready. That doesn’t mean it’s real. It just means the market is doing what it always does—shake out the majority.” Chifoi also addressed broader market confluences, notably pointing out similar behavior in the S&P 500, where a corrective move in early July appears to align with his crypto timing model. He expects a pullback in both markets to precede the next upward thrust, targeting a Fibonacci resistance zone that historically acts as a pause point during price discovery. Despite his bullishness, Chifoi made it clear he’s not buying Bitcoin right now. “I already bought below $20K,” he said. “At this point, I’m watching altcoin charts, looking for pullbacks to accumulate.” He expressed frustration at the prevailing narratives circulating among large X accounts, particularly those pushing for rotating altcoins into Bitcoin under the assumption that dominance will rise indefinitely. “This is very stupid,” he said bluntly. “The market is behaving exactly as it should—for the fewest number of people to make money.” In closing, Chifoi cautioned that those who insist on saying this time is different will likely find themselves on the wrong side of the trade. “Only if this time is different will this not play out. But if you base your strategy on those words, I can guarantee you 99% of the time, you won’t make money.” As the July 20 pivot approaches, Chifoi’s analysis suggests that Bitcoin’s next move may catch a complacent market off guard. Whether or not history rhymes once more, the veteran analyst has made his stance clear: this is not a summer to sleep through. At press time, BTC traded at $106,880. -
American Bitcoin, Led by Eric Trump, Raises $220 Million to Boost BTC Holdings
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American Bitcoin, backed by Eric Trump, raises $220 million to expand its Bitcoin mining operations and bolster its BTC treasury. A subsidiary of Hut 8 Mining, the company aims to go public via a merger with Gryphon Digital Mining, trading as ABTC on Nasdaq. Since 2024, top-tier investors and hedge fund managers have been unable to ignore Bitcoin and the potential of some of the best cryptos to buy. Undoubtedly, BTC ▲0.75% has been the top performer over the last decade, outpacing even some of the hottest stocks, including Palantir and Nvidia. BitcoinPriceMarket CapBTC$2.13T24h7d30d1yAll time Amid the crypto boom, Wall Street investors have quickly adjusted their positions, funneling billions into crypto-linked public companies like Coinbase (COIN), Circle (CIRCL), and Robinhood (HOOD). Millions of dollars are also flowing into publicly listed crypto mining platforms, including Hut 8 and Marathon Digital. EXPLORE: Top Solana Meme Coins to Buy in July 2025 American Bitcoin Raises $220 Million to Expand Operations and Bolster Reserves On June 30, American Bitcoin, a crypto mining and holding company backed by the Trump family, announced it had raised $220 million in a private stock sale. According to Eric Trump, the Chief Strategy Officer, $10 million worth of shares were purchased using Bitcoin at an average price of $104,000. The goal is to expand its Bitcoin mining operations and strengthen its Bitcoin Treasury. American Bitcoin is a subsidiary of Hut 8 Mining, a Bitcoin mining firm with operations in the United States. According to the latest data, Hut 8 Mining has an installed power capacity of 1,322 MW, generating over 7.5 EH/s of Bitcoin hash rate. In late 2023, it merged with US Bitcoin. By January 2025, Hut 8 held 10,096 BTC, of which 9,106 BTC were mined and 990 BTC were purchased. The company also held $110 million in cash. By March 2025, its holdings increased to 10,264 BTC. American Bitcoin plans to go public through an all-stock merger with Gryphon Digital Mining. The entity will trade on Nasdaq under the ticker ABTC. Existing shareholders, including the Trump brothers and Hut 8, will retain 98% ownership of the new company. These rapid developments come just four months after Hut 8 partnered with the Trump brothers to launch American Bitcoin. In the deal, Hut 8 contributed nearly all its Bitcoin ASICs to American Bitcoin in exchange for 80% of the company’s stock. It remains unclear whether the Trump brothers hold the remaining 20%. In a press release, Eric Trump said Bitcoin mining, based on “favorable economics, opens an even bigger opportunity.” “From the start, we’ve backed our conviction in Bitcoin; personally and through our businesses. However, simply buying Bitcoin is only half the story. Mining it with favorable economics opens an even bigger opportunity. We’re excited to bring investors into this equation through a platform engineered to execute on this thesis and deliver real, tangible participation in Bitcoin’s growth.” Explore: 9+ Best High-Risk, High–Reward Crypto to Buy in July 2025 Inspired by Strategy Evidently, American Bitcoin is following Strategy’s playbook. Formerly MicroStrategy, Strategy has been rapidly accumulating Bitcoin regardless of market conditions and plans to raise $2.5 billion to acquire more Bitcoin. The latest data shows that Strategy controls 597,325 BTC, making it the world’s largest public Bitcoin treasury company, holding over 10 times the stash of Mara Holdings and over 50 times that of Tesla. (Source) Beyond Bitcoin mining, the Trump family is deeply involved in crypto. According to Arkham data, their World Liberty Financial DeFi platform currently manages over $180 million worth of assets, primarily Ethereum (ETH). (Source) Donald and Melania Trump also launched some of the top Solana meme coins in January, though their prices have slumped, dropping by over 60% from all-time highs. Senator Elizabeth Warren argues that their involvement in crypto creates conflicts of interest, especially given the Trump administration’s pro-crypto stance. DISCOVER: 16 Next Crypto to Explode in 2025: Expert Cryptocurrency Predictions & Analysis American Bitcoin Raises $220M for BTC Mining Expansion American Bitcoin secures $220 million to scale operations and boost BTC holdings American Bitcoin targets Nasdaq listing as ABTC Hut 8 Mining owns a big share of American Bitcoin The Trump family is deeply involved in crypto and DeFi The post American Bitcoin, Led by Eric Trump, Raises $220 Million to Boost BTC Holdings appeared first on 99Bitcoins. -
Overview: The dollar's latest leg down began with the President Trump's heightened attacks on the Federal Reserve's conduct of US monetary policy on June 23. That move may be over. Perhaps helped by stronger than expected data yesterday and the rise in US rates. US rates have edged up further today, and the greenback is firmer against the G10 currencies. In a firmer US dollar environment, the Canadian dollar typically outperforms on the crosses and today is no exception. The Canadian dollar is off marginally. On the other hand, the yen is the weakest, off around 0.50%. Trump's protest that Japan does not buy rice from the US seems factually confused, but the end of the hiatus from the reciprocal tariffs is a week away and investors are on edge. Most emerging market currencies are also softer today, but foreign equity purchases and dollar sales by Taiwan exports saw the Taiwanese dollar surge. The central bank may have moved to cap its gains. The opposite took place in Hong Kong, where the HKMA intervened to cap the US dollar. Benchmark 10-year yields are mostly 2-5 bp firmer in Europe. German Bunds are a notable exception and the yield is flat. The 10-year Gilt yield has risen by five bp despite speculation that the BOE may reduce its sale of bonds from its balance sheet. The 10-year Treasury yield, which dipped below 4.20% yesterday for the first time in two months, is trading near 4.28% now. It has not traded above 4.30% in a week. Equities were mixed in Asia Pacific but are posting their first gain of the week in Europe. The Stoxx 600 is up almost 0.50% in late European morning turnover. US index futures are firm. Gold is consolidating in quiet activity after recovering by about $110 from Monday's low to Tuesday's high. For the sixth consecutive session, August WTI is chopping between roughly $64.50 and $66.50. USD: The combination of stronger than expected US data, Fed Chair Powell's warning of coming price pressures, and the backing up of US rates, saw the Dollar Index recover from early losses that carried it to the lowest level since February 2022 (~96.35). It is firm but holding below 97.00. We suspect it needs to resurface the 97.55 area to be notable, and even then, the 98.25 area may offer more formidable resistance. The data focuses squarely on the US labor market. While the employment component of the June manufacturing ISM weakened (45.0 vs. 46. 8), the May JOLTS report showed a larger than expected increase in job opening, a small increase in the quit rate, and a little decline in the layoff rate. Accommodation and food services accounted for the bulk of the increase in job openings in May and may reflect the discouragement of legal and illegal immigration. Today, attention turns to the Challenger Jobs Cuts, and the often more market-sensitive ADP private jobs estimate. In the first five months of the year, the ADP has estimated that private sector job growth averaged almost 103k. The BLS estimated that the private sector payroll growth average 117k in the January through May period. The average median forecast in Bloomberg surveys for private sector employment was near 137k in the first five months of 2024. ADP has been closer than economists to the government's estimate, on average. The June report is tomorrow due to Friday's holiday. It is expected to see a softening sequentially in job growth and hourly earnings, while the unemployment rate may tick up to 4.3% from 4.2%. EURO: After reaching its best level since September 2021 (~$1.0830) in late European morning turnover years, the euro was sold back to almost $1.1760. Buying emerged on the pullback and it settled above $1.18. It extended its advance. The euro has not fallen since June 17. That winning streak is at risk today. It has barely traded above yesterday's settlement and looks poised to test initial support in the $1.1755-60 area. A break could spur a test on $1.165-$1.1700. An under-appreciated fact is that despite the eurozone's sluggish growth since Russia's invasion of Ukraine, the unemployment rate remains near the record low under monetary union. The May report out earlier today put it at 6.3%. It has been 6.2%-6.3% since last August. CNY: The dollar recovered from CNH7.15, a new marginal low for the year to reach new session highs near midday in NY near CNH7.1650. It has edged a little higher today and is near CNH7.1680. Technically, it needs to re-establish a foothold above CNH7.1750 to be notable. After setting the dollar's fix 0.13% lower over the past two sessions, the PBOC increased it today by 0.02% to CNY7.1546 (CNY7.1534 yesterday). Separately, for the second time in two weeks, Hong Kong Monetary Authority was forced to intervene as the greenback approached the upper end of the band. It bought about HKD20 bln, around twice as much as last week's operation. However, one-month HIBOR was little changed at 0.73% despite the withdrawal of liquidity, which warns the pressure may continue. Caixin finishes its June PMI release tomorrow with the services and composite reports. Even if the services reading ticks down, the composite could rise back after the 50 boom/bust level after slipping below it (to 49 6) in May, which was the first sub-50 reading since the end of 2022. JPY: The seven-basis point increase in the US 10-year yield yesterday from high to low was not sufficient to lift the greenback against the yen yesterday. But it appeared to help fuel a full nearly full yen recovery off the ~142.70 low. It has pushed slightly above yesterday's high in the European morning to around JPY144.25, supported by firmer US rates. A move above JPY144.75 would lend credence to ideas that the dollar's leg down from the June 23 high (~JPY148) is over. Part of the new US tariff threat (30-35%) against Japan is predicated on a misunderstanding of the facts. Japan, in fact, imported $300 mln of rice from the US in 2024 and is on track to import more from the US. Under the WTO agreement, Japan is allowed to import 770,000 tons of rice without tariffs annually. In May, reports suggest that the US accounted for about 3/4 of the imported tariffed rice. Japan sees the weekly MOF portfolio report and the final services and composite PMI tomorrow. The market is not often sensitive to these data points. Bloomberg economists continue to underscore the risk of a July BOJ rate hike. The swaps market is incredulous. It does not even have a single basis point discounted. The swaps market has a little less than 14 bp of tightening discounted for the remainder of the year, which is lower end of where it has traded since mid-May. It has not discounted more than 20 bp since early April. GBP: Sterling reached almost $1 3790 yesterday, a level not seen since October 2021 near midday in London before being sold to a new session low slightly in front of $1.3700. It had already recovered to around $1.3740 before the government carried the closely watched vote in the House of Commons on disability reform. Sterling peaked in late dealing near $1.3750. It has come back offered today and has been pushed below yesterday's low (~$1.3700). Support is seen in the $1.3655-75 area. Prime Minister Starmer turned back the rebellion within his own party for the moment, but the political cost has yet to be paid. It was another reversal, and the government is caught between having to raise taxes or change the fiscal rule. Reeves looks to be increasingly in a no-win position. Adding to Reeves' challenge, the Office for Budget Responsibility admitted that the medium-term growth prospected were over-estimated (by an average of 0.3 percentage points at the two-year horizon and 0.7 percentage points after five years. On a cumulative basis over five years, the overestimation was 2.2 points on average. The slower the growth, the more potent the fiscal pressure. CAD: The US dollar briefly traded below CAD1.36 before the North American open yesterday. Rather than sell the downside break, buying emerged and the greenback peaked near the middle of the session around CAD1.3665. It is firm today but holding slightly below yesterday's high. Monday's high was near CAD1.3700, and it may be the first test. The June manufacturing PMI will be released today. It is not a market-mover. It rose in the last five months of 2024 and fell in the first four months of this year. It rose in May, but at 46.1 remained well below the 50-threshold. In Bloomberg's survey (conducted June 20-25), the median forecast was for a 0.5% annualized contraction in Q2, which is an improvement from the 1% contraction seen previously. AUD: The Australian dollar reached a new high since last November, a little below $0.6600 yesterday before the greenback's bounce pushed it back to almost $0 6560. It returned nearly to the highs in late North American dealings but has returned to $0.6560. A move below $0.6540-$0.6550 may signal the start of a consolidative/corrective phase. Australia reported a recovery in building approvals in May (3.2% vs. -4.1% in April, revised from -5.7%) and firmer retail sales (0.2% vs. flat in April, revised from -0.1%). The broader measure of consumption, household spending, which will be reported next week also picks up the slowing of the Australian consumer. The futures market has a little more than 85% chance of a cut at the July 8 central bank meeting, and slightly more than three cuts are fully discounted between now and the end of the year. The Reserve Bank of New Zealand meets next week, as well, but the swaps market has less than a 15% chance of a cut priced. MXN: The dollar's streak of recording lower highs and lower lows against the peso was extended to the sixth consecutive session yesterday. The greenback fell to almost MXN18.66, a new low since last August. Despite a recovery, the dollar's losing streak was extended for the seventh consecutive session. It is trading uneventfully in a narrow range, mostly between MXN18.73 and MXN18.7650. In the bigger picture, a break of the MXN18.60 area could signal a move toward MXN18.20 next. Mexico's auto sector is likely to come under more scrutiny as reports indicate that is has replaced Russia as the biggest destination for Chinese-made vehicles. There are also some concerns that China-based EV makers claim some vehicles are used though extremely low mileage and will export them to Mexico who will re-export them to the US. In Mexico, imported used cars face higher costs (tariff plus VAT, customs duties, and fees than new cars (not from the US or Canada). There are many barriers to then re-exporting those cars to the US. The US imposes safety and emissions standards, and imported used cars often require costly modifications to meet US rules. The Chinese vehicles Mexico imports are typically EVs priced 20-40% lower than comparable US, Japanese, or South Korean models, and load with popular features, such as panoramic sunroofs, large touchscreen computers, and driver assistance capabilities. Disclaimer
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Crypto Startups Raise $1.15B Last Month: Will Crypto ICOs like $BTCBULL Take Off Next?
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June was a strong month for the crypto and Web3 sectors, with related startups successfully raising a collective $1.15B across 140 deals. This represents a 3% increase in raised capital and a 9% increase in the number of deals compared to May, according to crypto market intelligence firm, Messari. The upward trend highlights growing confidence among angel investors in the potential of decentralized technologies. Big winners this round include Kalshi, a predictions market, which secured an $185M round, and Digital Asset, which raised $135M to develop its Canton blockchain. Private token sales also saw a resurgence, with World Liberty Finance bringing in $100M and Eigen Labs securing $70M. These figures paint a vibrant and expanding picture of growth and innovation within the crypto industry. Key Innovations Driving Investor Confidence Diving beyond the figures, the nature of the startups points to a focus on innovative and foundational technologies. Crypto startup, Zama FHE, for example, successfully closed a $57M Series B round, achieving a $1B valuation for its fully homomorphic encryption (FHE) technology. Investments in privacy solutions show a growing recognition of the importance of secure and scalable infrastructure for the future of Web3. Increasing deal counts and interest in core technological advancements are strong signals of the health and growth of blockchain and Web3 applications. Investors seek opportunities that align with market trends and demonstrate innovation and institutional confidence. Enter BTCBULL Token ($BTCBULL), a crypto ICO that offers direct pathways to capitalize on the market’s upward trajectory, making it one of the best crypto presales of 2025. Harnessing Bitcoin’s Momentum with BTCBULL Token ($BTCBULL) As the crypto landscape evolves, new low-cap projects emerge that leverage the strength of established assets. Among these, BTCBULL Token ($BTCBULL) provides a new and low-cost way for retail investors to capitalize on Bitcoin’s ascent. Just days from the end of its presale, $BTCBULL tracks and benefits from Bitcoin’s price movements, letting holders participate in the market’s bullish cycles. It’s built on the Ethereum blockchain, giving investors broad compatibility and accessibility, and leans into a bullish character, taking charge, helping $BTC reach $1M. Diverse Pathways to $BTC-Backed Returns Investing in $BTCBULL offers benefits beyond token appreciation. The biggest is the Bitcoin airdrops. As Bitcoin reaches significant price milestones ($150K and £200K), $BTCBULL holders who use Best Wallet (one of the leading non-custodial crypto wallets) can receive actual $BTC directly into their wallets. If that wasn’t enough, $BTCBULL has a deflationary model implemented through milestone token burns. At specific $BTC price thresholds, a portion of the $BTCBULL supply is permanently removed from circulation, aiming to increase scarcity and potentially the value of the remaining tokens. If you’re looking for a passive-income vehicle, the $BTCBULL presale offers attractive staking rewards with competitive APYs available (currently 52%). However, you need to get in fast, as the presale ends on July 7. Looking ahead, the multi-faceted rewards system should incentivize long-term holding and engagement. If you buy $BTCBULL today for $0.002585, you could see a return of 2401% if it reaches our end-of-2025 price prediction of $0.06467. Seize the Market by the Horns June’s crypto start-up funding figures and the continued push towards innovation paint a positive picture for the crypto market. For the savvy investor, picking projects like BTC Bull Token ($BTCBULL) to leverage the market’s movements could be a smart move. Just be sure to act fast, as the presale is moments from closing, and with it your chances of securing that free $BTC. Remember, this is not financial advice, and you should do your own research before making any investment decisions. -
Expert Explains Why Bitcoin Remains Stuck Below $120,000 Despite Wall Street’s Billions
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As Bitcoin (BTC) experiences another dip, falling 5% below its record high of $111,800 reached during May’s crypto rally, analysts are probing the reasons behind its stagnation in the $100,000 to $110,000 range. In a recent post on X (formerly Twitter), crypto analyst DanteX outlined the factors contributing to this price resistance and what it could mean for the remainder of 2025. What’s Holding Bitcoin Back? Despite the substantial influx of nearly $5 billion in Bitcoin acquired through exchange-traded funds (ETFs) in just a few weeks, the price of Bitcoin has failed to surpass the $120,000 target identified by analysts. Public companies, Strategy and GameStop, have joined the ranks of institutional buyers, marking a significant shift in corporate interest toward Bitcoin. This growing demand indicates that there are substantial buyers ready to purchase at prices above $100,000. However, DanteX asserts that the market has been characterized by an unusual phenomenon: the analyst alleges that someone appears to be “strategically offloading” Bitcoin in the $100,000 to $110,000 range, effectively absorbing the demand and preventing upward movement. This selling pressure seems to come from a major player—reportedly hedge funds or early investors—actively liquidating positions to offset the inflow of institutional capital. Market Exhaustion Or Distribution? As the market enters the latter half of summer, a historically weak period for cryptocurrencies, concerns arise about liquidity and retail interest. DanteX noted that if the Bitcoin price cannot rally now, amid significant buying and market enthusiasm, the outlook may dim as trading volumes decline. The analyst further shared that the current price stagnation at near-record highs often indicates either market exhaustion or a distribution phase, suggesting that while demand exists, it is being countered by strategic selling. Despite the overall positive macroeconomic environment—where stock markets are soaring, real yields are declining, and liquidity is increasing—DanteX highlights that the Bitcoin price remains unresponsive. The analyst stated that it could imply that current holders may not be ready for a breakout or are intentionally limiting potential gains. Interestingly, when Bitcoin price movements stall, capital tends to flow into altcoins, which are often viewed as higher-risk, higher-reward investments. DanteX believes that the current skepticism surrounding the likelihood of an altcoin season amid the current market condition, could actually set the stage for one, as many investors remain “under-positioned.” Record ETF Inflows Fail To Translate Into Price Gains The role of ETFs cannot be overlooked, DanteX further said. He said that while record inflows into ETFs signal strong institutional interest, they do not always correlate with immediate price increases, especially when met with significant selling pressure. DanteX notes that much of the exchange-traded fund exposure may be hedged or arbitraged, resulting in a complex market dynamic where asset growth does not immediately reflect in Bitcoin’s spot price. Looking ahead, the analyst suggests monitoring the activity of large wallets, especially those exhibiting selling patterns that align with recent price suppression. Watching macroeconomic indicators, such as potential Federal Reserve rate cuts or shifts in the value of the dollar, is also said to be crucial as these factors could influence market sentiment. Featured image from DALL-E, chart from TradingView.com -
Solana ETF Rally Fades as Charts Signal Potential 20% Drop
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SOL shot up 5% on Solana ETF news and then gave it all back. Hype in crypto is a fickle mistress like a Florida man on bath salts: unpredictable, charming, somewhat lovable. Meanwhile, SOL is drifting near critical supply and demand zones; its next move hangs in the balance as traders weigh flash momentum against deeper support. SolanaPriceMarket CapSOL$79.75B24h7d30d1yAll time Solana ETF Driven Surge Meets Immediate Resistance The ETF announcement initially brought renewed interest in Solana, driving a brief 5% price jump. Yet, its rally faced immediate rejection at the $160 mark, a level coinciding with a known H4 (4-hour) supply zone. At this point you have tofeel bad for SOL holders. It makes you wonder if last cycle’s altcoins are perennial slow movers: This zone that SOL is stuck in is effectively absorbing buying pressure, leading to SOL’s reversal back into the $144.5–$147.7 range. According to recent 99Bitcoin’s analysis, Solana’s behavior was predictable, as it reacted to the supply zone by pulling in longs before reversing course. Key Support and Resistance Levels After Solana ETF News SOL is clinging to a crucial patch between $144.5 and $147.7. If SOL falls through this support its next safety net is much lower, around $124 or even down near the psychological graveyard of $100. A $100 SOLbefore GTA 6 releases is not something we had on our 2025 bingo card. Bulls are eyeing $160. Break and close above that, and things could flip bullish quickly. (SOLUSD) While Bitcoin chops near all-time highs, SOL and other altcoins are lagging, dragged by risk-off sentiment and a broader market that is desperate for Fed rate cuts and quantitative easing. Price action is still locked in a descending channel from May’s failed $180 breakout. Every bounce looks temporary for SOL and momentum is thin. What’s Next for SOL? Data from Glassnode reveals that the real danger for SOL is below the support line. If $144 fails to hold, there’s not much to cushion the drop. The thin order book between $100 and $124 could turn a dip into a nosedive. Bulls need to hold the line As it stands, Bitcoin, the forever market mover, will likely decide if SOL bounces or bleeds. Holding this range could spark a recovery but losing it could drag price back into the abyss. EXPLORE: Tether CEO Paolo Ardoino Hopes For Net Positive From US Elections, Says Bitcoin Strategic Reserve Is A Great Idea: 99Bitcoins Exclusive Join The 99Bitcoins News Discord Here For The Latest Market Updates Key Takeaways SOL shot up 5% on Solana ETF news and then gave it all back. While Bitcoin chops near all-time highs, SOL and other altcoins are lagging, dragged by risk-off sentiment and a broader market that is desperate for Fed rate cuts and quantitative easing. The post Solana ETF Rally Fades as Charts Signal Potential 20% Drop appeared first on 99Bitcoins. -
SEC Grayscale deal Greenlights Multi-Asset Crypto: Debuts As US First
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The SEC Grayscale deal just greenlit Grayscale’s plan to convert its Digital Large Cap Fund (GDLC) into a spot ETF. It’s another step toward folding crypto into Wall Street’s standard menu. The move gives everyday investors direct exposure to top digital assets, and no wallets or seed phrases are required. What the SEC Grayscale ETF Brings to the Table Bitcoin makes up the lion’s share of Grayscale’s GDLC ETF, but it’s not alone. Built on the CoinDesk 5 Index, the fund also pulls in Ethereum, XRP, Solana, and Cardano. It’s crypto-Jesus for the TradFi crowd, and as we’ve written about all this cycle, retail is being left in the dust while it is institutions who are driving the bull market. The SEC’s approval signals a long-overdue pivot. After years of stonewalling spot Bitcoin ETFs, the regulator was forced to blink, thanks, in part, to Grayscale’s legal win in 2023. Now the agency’s reluctant approval of GDLC reflects mounting pressure from institutions and pension funds looking for clean, regulated access to crypto. The ETF will hit NYSE Arca soon. What This Means for the Crypto Market Grayscale’s green light could be the first crack in the dam. 99Bitcoins analysts now expect a flood of crypto ETFs into Polkadot, Sui, Sei, Dogecoin (unironically, LOL), Avalanche, and even Tron. For investors, it’s about finding the crypto assets they want to legitimize. The SEC’s nod signals that crypto isn’t lawless but maturing slowly but surely. Hey… So Where Do We Go From Here? Grayscale’s ETF marks another step in crypto’s march into mainstream finance. “We’re thrilled,” said CoinDesk Indices’ Andy Baehr, calling it a win for investors chasing top-tier digital assets in one package. As ETFs stack up, the SEC is playing catch-up to a market that’s already moving on. EXPLORE: XRP Price Jumps 11% After SEC Crypto Unit Tease XRP ETF Progress Join The 99Bitcoins News Discord Here For The Latest Market Updates Key Takeaways The SEC Grayscale deal just greenlit Grayscale’s plan to convert its Digital Large Cap Fund (GDLC) into a spot ETF. Grayscale’s greenlight could be the first crack in the dam. 99Bitcoins analysts now expect a flood of crypto ETFs into Polkadot, Sui, Sei and more. The post SEC Grayscale deal Greenlights Multi-Asset Crypto: Debuts As US First appeared first on 99Bitcoins. -
📉 Powell adota postura de espera, mas admite que Fed teria cortado juros se não fossem as tarifas Por Igor Pereira – Analista de Mercado | Membro Junior Wall Street NYSE Em meio à crescente incerteza gerada pelas tarifas comerciais impostas pelo presidente Trump, o presidente do Federal Reserve, Jerome Powell, reafirmou sua postura de cautela, destacando que a economia americana continua "sólida", mas que os efeitos inflacionários das tarifas ainda estão sendo monitorados antes que novos cortes de juros sejam implementados. 🧩 Contexto: Pressão política, tarifas e juros Nos bastidores do Fórum de Bancos Centrais em Sintra (organizado pelo BCE), Powell: Sinalizou que a trajetória de cortes foi interrompida exclusivamente por causa das tarifas de Trump Reiterou que o Fed mantém todas as reuniões em aberto, sem compromisso prévio com qualquer decisão Reforçou que o mercado de trabalho segue sólido, mas com sinais graduais de enfraquecimento Alertou para a possibilidade de inflação temporariamente mais alta no verão, mas que o impacto pode ser pontual Apesar disso, um “forte consenso” entre os membros do FOMC ainda vê cortes de juros em 2025 como o cenário-base. 🔥 Impacto no Mercado: Pressão institucional por liquidez já se antecipa As declarações de Powell são compatíveis com os dados recentes: Indicador Últimos dados (jun/25) Sinal para o mercado Overnight Repo Saltou para US$ 11 bilhões Estresse de liquidez bancária Discount Window Maior uso desde a crise do SVB Busca por crédito emergencial M2 Money Supply (M2SL) Retomou crescimento – US$ 21,94 tri Retorno de liquidez monetária Inflação Core PCE (maio/25) 2,7% Acima da meta, mas desacelerando Projeções de cortes (grandes bancos) Barclays, JPM, Deutsche: cortes em dezembro Mercado aposta em 50–75 bps até o fim do ano Ou seja, o Fed já está “afrouxando” silenciosamente, mesmo que não reconheça isso publicamente. 📊 O que esperar agora? Com base nas declarações de Powell e nas condições atuais: Variável Expectativa Impacto esperado Taxa de Juros (Fed Funds) Corte entre setembro e dezembro Positivo para ouro e ações Inflação Alta pontual no verão, depois desacelera Pode abrir espaço para cortes Emprego Dados mais fracos no verão Pressão para política mais dovish Dólar (DXY) Enfraquecimento gradual Favorável a commodities Ouro (XAU/USD) Continuidade de tendência de alta Novas máximas prováveis em 2025 🛡️ O Fed está encurralado A mensagem implícita do Fed é clara: Com isso, a independência do Fed entra em xeque: Trump pressiona abertamente Powell por cortes agressivos de até 300 bps O Congresso estuda indicar um novo presidente do Fed antes do fim do mandato (maio de 2026) A Casa Branca já insinua que indicará substituto em outubro de 2025 💬 Frase-chave para os mercados Essa afirmação altera completamente a leitura de risco para o mercado: ✅ O corte virá — a dúvida é o timing ❌ A postura “hawkish” está condicionada, não estrutural ⚠️ As tarifas podem mascarar uma economia mais frágil do que os dados sugerem 🥇 Implicações para o Ouro (XAU/USD) O cenário atual é claramente bullish para o ouro, devido à: Retomada da liquidez (via M2 e facilities do Fed) Enfraquecimento progressivo do dólar Risco fiscal crescente com novos cortes de impostos Demanda institucional por ativos reais (ver compras de bancos centrais) O XAU/USD pode buscar novas máximas até US$ 3.600 no segundo semestre, caso os cortes se confirmem e o dólar continue pressionado. 📌 Conclusão: Powell confirma que o Fed está em pausa forçada Mesmo com inflação recuando e sinais de fraqueza no consumo, o Fed evita agir por medo do impacto inflacionário das tarifas. Contudo, os mercados já estão antecipando a reversão. Com a liquidez aumentando silenciosamente, o ouro permanece o ativo institucional mais sólido no radar global.
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Altcoin Season Starting Soon? Analyst Predicts 37% Crash In Bitcoin Dominance
um tópico no fórum postou Redator Radar do Mercado
The Bitcoin dominance remaining on the high side has been one of the major hindrances for the altcoin season. Going by past performances, the Bitcoin dominance would have to crash for altcoins to have a chance to rally, but with the dominance still climbing, the chances of an altcoin season remain slim. As this trend continues, a crypto analyst has predicted a possible turn in the tide for the Bitcoin dominance, predicting a crash that could give altcoins a chance. Bitcoin Dominance Rejection From Trendline Is Key Over the years, the Bitcoin dominance has been following a trendline that has often marked the point of resistance. This trendline rises from 2017 and has sloped down past 2021 and now into the year 2025. The significance behind this is the breakdown from the trendline and the Bitcoin dominance receding sharply from here. Presently, the Bitcoin dominance is still sitting high above 65% at the time of this writing, but this recent rise has seen it touch the resistance trendline. According to crypto analyst CoreCrypto, this is a critical inflection point, especially on the weekly chart. More importantly, this is usually the point where dominance recedes, giving rise to altcoin dominance. Some major developments that the analyst tells investors to watch on the dominance chart include a rejection from the resistance trendline, where the dominance currently lies above 65%. There is also support for the dominance, as shown by the yellow line in the chart below. A break below this support is critical for the fall in the dominance. Another development to watch out for is for rising Ethereum strength. In the past, the Ethereum price starting to outperform the Bitcoin price has often signaled the start of the altcoin season. So, as the ETHBTC chart begins to strengthen and Bitcoin succumbs to sideways movement, it opens the door for altcoins to rally into the next altcoin season. In the event of a break from the resistance trendline, the analyst sees the possibility of a sharp decline. CoreCrypto predicts a 36.91% drop to the 42%-45% levels. This is lower compared to previous altcoin seasons, but follows the declining trend of a 50.79% drop in 2017 compared to a 45.10% drop in 2021. “If BTC.D gets rejected from this resistance again, it could mark the start of the long-awaited Altseason 2025,” the crypto analyst explained. “A breakdown from this wedge would likely result in capital rotation from BTC into altcoins — just like in previous cycles.” -
💸 M2 Volta a Subir: Pressão Monetária Retorna em Meio à Crise de Liquidez Por Igor Pereira – Analista de Mercado Financeiro | Membro Junior Wall Street NYSE O agregado monetário M2, que representa a quantidade de dinheiro em circulação na economia americana (incluindo depósitos à vista e poupança), atingiu em 30 de maio de 2025 o nível de US$ 21,942 trilhões, marcando uma retomada no crescimento após meses de contração e estagnação. Este movimento ocorre justamente em meio à reativação das operações emergenciais de liquidez pelo Federal Reserve, e levanta sérios questionamentos sobre a sustentabilidade da atual política monetária e a real trajetória futura da inflação. 📈 Por Que Esse Gráfico Importa? O M2 é um termômetro direto da liquidez sistêmica. Um crescimento expressivo indica que: O sistema bancário está injetando crédito novamente O Fed está, direta ou indiretamente, voltando a expandir sua base monetária Há pressões por alívio diante de estresse nos mercados de funding (como overnight repo e discount window) Essa reversão no M2, embora ainda sutil, contraria a narrativa do “tightening” e reforça o risco de nova inflação monetária no médio prazo. 🧮 Correlação com Ouro (XAU/USD) Historicamente, há forte correlação entre o crescimento da base monetária e a valorização do ouro: Período M2 em expansão? Tendência do ouro 2008–2011 Sim +160% 2020–2021 Sim +45% 2022–2024 Contração Lateralizado 2025 (atual) Expansão Novas máximas Com o M2 voltando a crescer, o mercado está novamente precificando o colapso do “tightening” e a inevitabilidade da desvalorização do dólar, o que sustenta a atual alta do ouro e a recuperação de ativos tangíveis. 📊 Contexto Sistêmico: O Fed Está Perdendo o Controle? Este movimento no M2 vem junto de outros 3 sinais claros de stress financeiro e reversão de política monetária: 💵 Explosão no uso do Overnight Repo Subiu para US$ 11 bilhões em 30 de junho (alta de +11.000%) Indica que bancos estão com falta de liquidez intradiária 🏦 Aumento nas operações via Discount Window Nível mais alto desde a crise do SVB Reflete que instituições estão buscando liquidez emergencial com o Fed 🗣️ Powell: “Teríamos cortado os juros se não fosse pelas tarifas” O presidente do Fed confirmou que o único motivo para manter a taxa estável é o impacto inflacionário das tarifas de Trump Ou seja: o Fed já admite o desejo de cortar — mas está preso. 💡 O Que Esperar? Com a volta do crescimento do M2, o que podemos esperar: Indicador Expectativa Impacto no mercado Ouro (XAU/USD) Continuidade de alta Positivo Inflação Pode voltar a subir no 2º semestre Negativo para renda fixa Dólar (DXY) Enfraquecimento gradual Negativo Juros nos EUA Provável corte entre setembro e dezembro Positivo para ativos reais Ações (S&P 500) Volatilidade e alta seletiva Misto 🛑 Conclusão: O Começo do Fim da Narrativa “Hawkish” O gráfico do M2 é, acima de tudo, um sinal técnico de que o Fed já iniciou — mesmo que discretamente — um processo de afrouxamento monetário indireto, seja por meio do repo, do discount window ou do crescimento da liquidez bancária. Para o trader institucional, esse gráfico é um alerta claro: ✅ Recomendações para Traders e Investidores Rever posições vendidas no ouro (XAU/USD) Monitorar curva de juros (especialmente Treasuries curtos) Buscar proteção cambial caso exposto ao dólar (USDBRL) Avaliar entrada gradual em metais preciosos e commodities tangíveis
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Ouro em Alta: Estamos Realmente Atrasados ou Ainda no Início de um Novo Ciclo?
um tópico no fórum postou Igor Pereira Sentimento de Mercado
🟡 Ouro em Alta: Estamos Realmente Atrasados ou Ainda no Início de um Novo Ciclo? Por Igor Pereira – Analista de Mercado Financeiro | Membro Junior Wall Street NYSE Nos últimos meses, o ouro renovou recordes sucessivos, superou a marca dos US$ 3.500, enfrentou resistências técnicas e consolidou sua posição como um dos ativos mais fortes de 2025. Diante desse cenário, muitos investidores se perguntam se “perderam o timing” — se o movimento já passou. A verdade? A maior parte do movimento estrutural ainda está por vir. 🔦 Um Farol em Meio à Névoa Num mundo envolto em: Guerras comerciais Conflitos geopolíticos Crise de confiança institucional Dívidas impagáveis e estímulos monetários infindáveis ...o ouro se comporta como um ativo de confiança sólida, milenar e inquebrantável. Em meio à desconfiança global, o ouro tem sido acumulado silenciosamente pelos grandes players — enquanto investidores comuns ainda se perguntam se é tarde demais. 📉 A Fase de Acumulação Silenciosa Nos bastidores, bancos centrais como China, Índia, Turquia, Cazaquistão e Rússia vêm acumulando ouro a um ritmo histórico desde 2022, após os EUA terem “armazenado politicamente” o dólar ao congelar reservas russas. Antes de 2022: média de 118 toneladas/ano por banco central Após 2022: média acima de 290 toneladas por banco/ano Acima de 1.000 toneladas anuais acumuladas globalmente desde 2022 Esses dados indicam uma mudança no papel do ouro: de ativo “alternativo” para ativo “estrutural” no sistema financeiro global. 💰 Ouro como Reserva Global não Oficial Nassim Taleb afirmou recentemente que “o ouro está se tornando, de fato, a nova moeda de reserva mundial.” Essa é uma realidade já reconhecida, por exemplo: Pelo BIS, ao reclassificar o ouro físico como ativo Tier 1 Pela alta demanda física na COMEX, que supera a liquidez de papéis Pela fuga de países emergentes do dólar (como evidenciado no BRICS) Estamos vendo o declínio do sistema fiduciário e a revalorização silenciosa de ativos duros e confiáveis como o ouro. 🧮 A Armadilha Matemática do Fed Desde a pandemia, o Fed tentou agir como Volcker, elevando juros para controlar a inflação. Porém: O Fed, portanto, está preso em um beco sem saída: Não pode manter juros altos: explode o déficit Não pode cortar demais: reacende a inflação Não pode voltar ao QE intensivo: destrói ainda mais o dólar Esse impasse já foi identificado por analistas como “dominância fiscal” — quando a política monetária se torna refém do peso da dívida pública. 🧭 Os Sinais Recentes Em vez de seguir narrativas de mídia, o investidor sofisticado olha para os sinais silenciosos mas poderosos: Explosão de compras físicas no COMEX Queda do dólar DXY: -10% YTD (pior semestre desde 1973) Altas históricas no ouro (mais de 75 novas máximas em 2025) Queda da confiança no sistema bancário e no Fed Bancos centrais e o FMI alertando sobre transições monetárias 📉 O Sistema Antigo Está Rachando Analistas do mercado institucional já comparam este momento a um "Gettysburg monetário" — uma batalha decisiva na qual a velha ordem começa a ruir, mesmo que continue negando. A principal vítima dessa ruptura? ➡️ O dólar americano. 💭 É Tarde Demais Para Comprar Ouro? Apesar da valorização intensa em 2025, dizer que o ouro “já andou demais” demonstra uma grave falta de compreensão sobre ciclos macroestruturais. Ouro não é: Uma ação especulativa Um ativo de tecnologia Uma bolha alimentada por euforia Ouro é confiança monetária em forma tangível. 📊 A Prova Está no Prêmio do Tempo Nos últimos 20 anos, o ouro superou o S&P 500 em retorno total (ajustado por risco). Nos últimos 3 anos, superou o retorno ajustado da maioria dos ETFs de renda fixa. E não há euforia nos fluxos institucionais ou na mídia. O que há é um movimento calmo, contínuo e estratégico por parte de governos, fundos soberanos e investidores de longo prazo. 🥈 E a Prata? Ainda Mais Atrasada… A relação ouro/prata (GSR) ainda está próxima de 100:1, sugerindo que: A prata está muito atrasada O ouro ainda está em fase inicial de ciclo Historicamente, a prata explode somente quando o ciclo do ouro está mais maduro. Hoje, ainda estamos na primeira metade do ciclo — não no fim. 🧠 Conclusão: Não Estamos Atrasados, Estamos Adiantados O pico recente do ouro em US$ 3.500 não é o fim. É apenas o começo. O sistema monetário atual está visivelmente fadado a um redesenho, e o papel do ouro nesse novo arranjo será central — seja como colateral, como âncora de moedas digitais estatais (CBDCs), ou como proteção institucional. Quem entende isso, já começou a se posicionar. 📌 Para o Trader e o Investidor: Situação Atual Interpretação Alta do ouro Fase inicial de um ciclo monetário secular Prata atrasada Confirma ciclo jovem e com grande potencial Dólar em queda Desconfiança estrutural no sistema fiduciário Bancos centrais comprando ouro Sinal de mudança profunda na reserva global Inflação controlada? Artificial e frágil frente ao déficit e tarifas Fed sem opções Política monetária encurralada A hora de proteger patrimônio com ativos reais não passou. Ela está apenas começando. -
Solana (SOL) at Crossroads — Bounce Likely If $142 Remains Intact
um tópico no fórum postou Redator Radar do Mercado
Solana started a fresh decline and retested the $145 support zone. SOL price is now recovering and might aim for a fresh increase above the $150 zone. SOL price started a fresh decline after it failed to clear $160 against the US Dollar. The price is now trading below $150 and the 100-hourly simple moving average. There was a break above a key bearish trend line with resistance at $147 on the hourly chart of the SOL/USD pair (data source from Kraken). The pair could start a fresh increase if it clears the $152 resistance zone. Solana Price Trims Gains Solana price struggled to continue higher above $160 and started a fresh decline, like Bitcoin and Ethereum. SOL declined below the $155 and $152 support levels. It even dipped below $150 and tested the $145 zone. A low was formed at $144 and the price is now correcting some losses. There was a move above the 23.6% Fib retracement level of the downward move from the $160 swing high to the $144 low. Besides, there was a break above a key bearish trend line with resistance at $147 on the hourly chart of the SOL/USD pair. Solana is now trading below $150 and the 100-hourly simple moving average. On the upside, the price is facing resistance near the $150 level. The next major resistance is near the $152 level. It is close to the 50% Fib retracement level of the downward move from the $160 swing high to the $144 low. The main resistance could be $155. A successful close above the $155 resistance zone could set the pace for another steady increase. The next key resistance is $160. Any more gains might send the price toward the $165 level. Another Decline in SOL? If SOL fails to rise above the $150 resistance, it could start another decline. Initial support on the downside is near the $145 zone. The first major support is near the $142 level. A break below the $142 level might send the price toward the $136 zone. If there is a close below the $136 support, the price could decline toward the $125 support in the near term. Technical Indicators Hourly MACD – The MACD for SOL/USD is losing pace in the bearish zone. Hourly Hours RSI (Relative Strength Index) – The RSI for SOL/USD is above the 50 level. Major Support Levels – $145 and $142. Major Resistance Levels – $152 and $155. -
Asia mid-session: Nikkei 225 rebounds from support despite Trump’s tariff threats
um tópico no fórum postou Redator Radar do Mercado
A sector rotation took centre stage in the US stock market on Tuesday, 1 July, as investors pulled out of mega-cap technology stocks. The Nasdaq 100 slid -0.90%, underperforming significantly, while the Dow Jones Industrial Average rose 0.9% for its fourth consecutive gain, closing at 44,495—just 1% shy of its all-time intraday high of 45,074 from December 2024. close Fig 2: Japan 225 CFD Index minor trend as of 2 July 2025 (Source: TradingView) Fig 2: Japan 225 CFD Index minor trend as of 2 July 2025 (Source: TradingView) The recent minor corrective decline of -3.4% seen on the Japan 225 CFD Index (a proxy of the Nikkei 225 futures) from its 30 June 2025 intraday high of 40,852 to 2 July 2025 intraday low of 39,527 has stalled at an intermediate key support inflection area. Firstly, the lower boundary of a minor ascending channel has been in play since the last Monday, 23 June low. Secondly, the 50% Fibonacci retracement of the prior steep bullish breakout rally from 23 June 2025 low to 30 June 2025 high. Thirdly, the minor corrective decline of -3.4% may mark the end of a minor corrective wave 4 sequence, and the next possible move on the Japan 225 CFD Index may see the start of a minor bullish impulsive wave 5 sequence based on the Elliot Wave Principle (see Fig 2). In addition, the hourly RSI momentum indicator has traced out a bullish divergence condition yesterday at its oversold region and staged a bullish breakout above a parallel descending resistance. These observations suggest yesterday’s downside momentum has eased. Watch the 39,390 key short-term pivotal support for the next intermediate resistances to come in at 40,4040, 40,335, and 40,850/41,050 in the first step. On the flip side, a break below 39,390 negates the bullish tone for an extension of the minor corrective decline to expose the next immediate supports at 39,145 and 38,850 (pull-back of the former range resistance from 13 May 2025 and close to the 20-day moving average). 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. -
Crypto ETF Guidance: What the SEC Now Requires From Issuers
um tópico no fórum postou Redator Radar do Mercado
The U.S. Securities and Exchange Commission has finally given crypto ETF issuers something they’ve been asking for: clarity. On July 1, the SEC’s Division of Corporation Finance dropped a detailed guide outlining what applicants need to include in their filings if they want any shot at getting a cryptocurrency ETF approved. The crypto ETF guidance comes at a time when interest in Ethereum-based products is continuously rising. It’s not exactly light reading, but it’s a serious step forward for firms hoping to launch funds tied to digital assets like Ethereum or token baskets. Rather than keep issuers guessing, the SEC is laying it all out, from valuation to custody to who’s checking the math behind the scenes. The Fine Print The new instructions make it clear that the SEC expects full transparency. Under the crypto ETF guidance, issuers need to explain how they calculate net asset values, where price data comes from, and how the crypto itself is stored. If a fund sponsor or a connected firm plays multiple roles, such as managing the fund and securing the assets, the agency requires them to explain how they’re handling those roles to avoid conflicts. Source: Shutterstock Another important demand is how the fund will handle large movements of capital. If there’s a sudden wave of buying or selling, the application has to show how that liquidity crunch would be managed. On top of that, the SEC wants assurances that fraud and manipulation won’t fly under the radar. That means surveillance systems need to be strong enough to flag anything unusual, and someone has to be responsible for reviewing that data. DISCOVER: 20+ Next Crypto to Explode in 2025 Why It’s Getting Attention Now This guidance didn’t come out of nowhere. The SEC has already approved spot Bitcoin ETFs, and issuers are now racing to file similar products tied to Ethereum and other assets. As demand rises, the agency is ensuring firms understand what is expected, especially since digital assets still raise concerns about volatility, thin markets, and custody risks. EthereumPriceMarket CapETH$290.67B24h7d30d1yAll time There’s also talk that the SEC may allow some ETFs to skip the traditional exchange listing approval process. If that happens, filings could go through much faster, provided they meet the new requirements. That alone has sparked fresh interest in getting applications right on the first try. DISCOVER: Best New Cryptocurrencies to Invest in 2025 How the Industry Is Responding Firms are already combing through the guidance and cross-checking it against their own filings. Some say the clarity is helpful and long overdue. Others worry that the requirements set the bar too high for smaller players who lack the legal and technical muscle to meet them. What’s clear is that the early filers will set the tone. The SEC will likely use those applications to refine what it wants to see, so getting it wrong now could mean delays or denials. Most asset managers are quietly working with legal teams and data providers to tighten up their submissions before updates are due. What Comes Next Filings are expected to reflect this new guidance in the weeks ahead. It’s going to be a learning curve, but it could also pave the way for better-structured, safer ETF products. For the SEC, this isn’t just about approving new listings, it’s about making sure the market doesn’t get ahead of the rules. And for the public, that could be a good thing. If fewer crypto ETFs come out as a result of stricter reviews, at least the ones that do launch will be more secure and easier to understand. They’ll have tested systems behind them, clear pricing models, and oversight that makes sense. In other words, fewer surprises and stronger safeguards, all without slowing innovation to a crawl. DISCOVER: 20+ Next Crypto to Explode in 2025 Join The 99Bitcoins News Discord Here For The Latest Market Updates Key Takeaways The SEC released detailed crypto ETF filing guidance, requiring full disclosure on valuation, custody, and surveillance systems. Issuers must clarify how they calculate prices, store assets, and avoid conflicts of interest. The guidance addresses liquidity risks and demands strong tools to detect fraud and manipulation. Large firms have welcomed the clarity, while smaller ones have expressed concern about the resource demands. Future filings will need to follow the new standards, aiming to deliver safer, more transparent crypto ETFs. The post Crypto ETF Guidance: What the SEC Now Requires From Issuers appeared first on 99Bitcoins. -
Bitcoin Casascius Bar Bought for $500 Now Worth $10 Million
um tópico no fórum postou Redator Radar do Mercado
A bitcoin collector has just turned a $500 relic into a staggering $10 million reward. The prize? A rare Casascius bar loaded with nearly 100 BTC that sat untouched for over a decade. The sealed Bitcoin casascius bar contained a hidden private key that gave the owner access to a life-changing crypto fortune. What started as a physical novelty from Bitcoin’s early days is now a reminder of just how wild and rewarding crypto history can be. A Blast From Bitcoin’s Past Back in the early 2010s, when few outside tech forums had heard of bitcoin, a man named Mike Caldwell began minting physical coins and bars. These weren’t just trinkets. Each piece came loaded with real bitcoin sealed under a tamper-proof hologram. The project was called Casascius, and at the time, it gave people a way to hold bitcoin in their hands. These items quickly became collectors’ gold. Caldwell stopped production in 2013 after the U.S. government warned that minting physical bitcoin could count as money transmission. Since then, Casascius bars have grown in legend and value, especially the ones with larger bitcoin amounts like this one. Cracking Open a Fortune The latest headline comes from a holder who decided to peel back the hologram and unlock the bar’s secret. Inside was the private key for just over one bitcoin, which they quickly moved to a secure digital wallet. Blockchain data confirms the transaction came from a known Casascius-linked address, so the story checks out. The owner likely timed the move well. Bitcoin prices have been holding strong in the high six-figure range per coin. That means even a single Casascius bar, once seen as a cool souvenir, now holds life-changing value. DISCOVER: Next 1000X Crypto: 10+ Crypto Tokens That Can Hit 1000x in 2025 Rarity Meets Utility What makes these bars so special is not just the bitcoin inside. It’s the history. Collectors treat sealed Casascius items like museum pieces. The older the bar and the more bitcoin it holds, the more valuable it tends to be. Some buyers pay steep premiums to get their hands on unopened ones. BitcoinPriceMarket CapBTC$2.10T24h7d30d1yAll time But there’s always a trade-off. Once the hologram is removed and the bitcoin is claimed, the bar becomes just a shell of its former value as a collector’s item. This owner clearly decided the bitcoin itself was the bigger prize. DISCOVER: 9+ Best High-Risk, High-Reward Crypto to Buy in July2025 The Bigger Picture Stories like this show how far bitcoin has come. From obscure digital tokens bought for a few bucks, to rare artifacts holding millions in value, the journey is remarkable. These physical bars are snapshots of a time when crypto was mostly underground, and holding it meant printing out paper wallets or tucking keys into novelty coins. Today, bitcoin is traded on regulated exchanges, stored in institutional-grade custody, and discussed in central banks. But the old Casascius bars remind us that the biggest wins often come from those who were early, curious, and just a bit bold. Could More Be Out There? Nobody knows exactly how many of these rare bars are still sealed and forgotten. Owners have likely hidden some in safes or lost them altogether. But for those still sitting on one, stories like this might be the nudge to dig it out and run the numbers. Whether you call it a stroke of luck or a well-timed move, turning $500 into millions is the kind of crypto story that never gets old. The discovery of a 100 BTC Bitcoin casascius bar proves that forgotten crypto assets can still change lives today. DISCOVER: 20+ Next Crypto to Explode in 2025 Join The 99Bitcoins News Discord Here For The Latest Market Updates Key Takeaways A vintage Casascius bar bought for $500 has been unlocked, revealing over $10 million worth of bitcoin. Mike Caldwell created Casascius bars are physical bitcoin collectibles in the early 2010s, sealed with private keys. Blockchain records linked to the original minting project verified that the bar held 100 BTC and was verified through. Collectors value sealed Casascius items for their rarity, but unlocking them turns them into spent memorabilia. This story highlights Bitcoin’s massive price growth and the historic value of early crypto artifacts. The post Bitcoin Casascius Bar Bought for $500 Now Worth $10 Million appeared first on 99Bitcoins.