They’re Done Pretending (crypto holders it’s happening)

They're done pretending. If you're a crypto holder, you really need to start paying attention because everything that's going on in this bare market is fundamentally different from the 2022 bare market. In 2022, we had multiple systemic collapses. We had the Teral Luna collapse. We had three arrows capital blow up. We had the GBTC trade unwind. We had the lenders collapse, BlockFi and Celsius. We had the FTX collapse. We had a historical interest rate hiking cycle, a massive stock market crash. It couldn't have got much worse. 2026 is different. Interest rates are low, likely to go lower under Kevin Worsh's Fed. We have Iran. That's a problem. But we also have the Clarity Act. And the Clarity Act and coins pumping more broadly is a very interesting time because if you're counting on 2022 to replay, eh, it's a strong bet, man. Let's get into the Clarity Act. Cynthia Lumis saying, "History will remember this as the moment that a president chose a higher standard of ethics than all the law required of him. The agreement bans all federal officials, including the president, from issuing or sponsoring a digital asset for profit with real enforcement and real penalties." Pull the ladder up behind you, Don. Cuz of course, Trump already made $ 1.5 billion from crypto. Let's go. Don't hate the player, hate the game, guys. He just plays it better. Holy [ __ ] Anyway, Trump agreeing to all this ethics stuff and pushing for this ethics part of the Clarity Act bill was a very important segment of it and that's allowing the bill now to move forward. So, look, Don, you already made your money, man. Take your billion and chill, dude. Stuart Alderati said, "The Clarity Act is a consumer protection bill. Strong AML, KYC, real tools for law enforcement and state attorney generals leave it on the table and consumers are left twisting in the wind with the status quo with no clear standards for bad actors to exploit again. Perfect can't be the enemy of the good. And of course, the man, the myth, the legend, the bread garlic house. Put respect on his name. You come to our house, you get the bread's name right. Anyways, my thoughts exactly perfect can't be the enemy of the good. Let's get this done. We're hearing similar sentiments of course from right across the board with crypto executives Mike Novagrats, the guys over at Coinbase. Everyone's saying the same thing. Of course, their industry insiders, they want this to pass because it's really, really good for our industry to have this. But here's what's interesting. Goldman Sachs CEO David Sullivan says it's time to advance the Clarity Act. Yo, even the big banks are on board. This is what makes me think it actually gets passed because now you have the big banks on board as well where they had previously not been as much on board even fighting it. Now you have Goldman Sachs coming out and saying, "Yeah, yeah, let's get this done." Anthony Scaramucci says the crypto market structure bill will pass says young Democrats don't want to go up against crypto. If it gets to the floor, it's going to pass. After years of regulatory uncertainty, Washington may finally be on the verge of passing comprehensive crypto market legislation. Yes. Yes. Good. Bitcoin. Bitcoin ETF flows. $69 million inflows yesterday. Not great, not terrible, not an outflow. I'll take it. Been a pretty good week overall so far. Half a billion dollars almost in inflows this week. Just a few million dollars shy of that. So, not bad at all. Let's see what uh Thursday and Friday brings in for us here. But a pretty good start to the week overall. We like to see it. The Bitcoin story and just in $13 trillion. Charles Schwab CEO just said live on Bloomberg. Clients are now heavily invested in Bitcoin and crypto. It's important for us to be able to offer BTC to our clients. Charles Schwab is recommending up to 7% allocations. Yo, the 6040 portfolio is officially over. That's right now to be needs to be 60 33 and 7. There you go. All of these massive financial giants, Charles Schwab and Fidelity and Black Rockck, everybody's on the Bitcoin train, man. But it's just like 2022, guys. Actually, interestingly, Quinton posted this said, "I wish I bought more when FTX collapsed. We got down fear and greed reading 12 when FTX collapsed. It's now nine. It's now nine. Nine. Nine. That's crazy. Another one from Quinton here. He says, "Bitcoin's traded at a higher uh MVRV. It's market value to realize value chart. 95% of its history. Let that sink in." Also, very interestingly, look where it is right. Look where it is right now. Right there. The exact levels that we have reached at the bottom of every single previous bare market. That's interesting. We'll put that in the interesting category. Bitcoin right now is $65,500 Roies still continues up trend overall on the weekly 200 week sits above us here at $68,500. It's still the level to beat until we get over that. Bears remain in control. Although, interestingly, still maintaining above the 20 and 50-day EMAs. It's good to see pulling back right now to the 50-day 200 day up here at 73. We got some work to do still, but small uptrend currently in play. As long as we maintain about the 20-day around 64,500, probably overall pretty good because you lose the 20-day and you also lose this localized uptrend that's performing here. Not fantastic if that plays out. Currently not long or short on BTC. Closed by Bitcoin, long out at 65K with some happy profits. We'll be watching here for the next move, but 50-day EMA retest that could be tempting. I'd like a 20-day EMA retest more. Those are juicier in my opinion. Uh, real quick update on the trades. Uni has been pumping overnight, which you love to see. Salana still just not doing all that much. Feels like wasted capital to almost some extent just sitting in the Salana trade. It's going to pump at some point though, right? Right guys. Anyway, ETH trade still in some nice unrealized profits here. I've moved my stop loss up to entry on this one. So, it's a 1810 or whatever the current uh stop loss. So, if we retrace the whole damn move, I think if we go back down to 1,800, it really weakens the case for this being a double bottom breakout, which is the whole thesis of the ETH trade right now. UNIS swap h,200 bucks unrealized profits. Not bad. Stop also moved to entry at 363 on this. I think I put at 364, something like that. So, if we can keep moving, the price target for take profit remains at $4.50. So now it's at the point where it's either we retrace the move, get back below entry, get stopped out for a break even or the move continues, we get above the 200 day, which we'll talk about that chart in a second. If you want to join me trading over on Bit Unix, we give away some money. Actually, we got some money to give away. Then you better hit the link down below. You can trade stocks, they got you covered up to 20x leverage on all your favorite stocks, Nvidia, Tesla, they got you covered, man. You want to trade gold and silver, they got you covered. You want to trade XRP or Salana or Cardano, whatever. They got you covered. Deposit USDT. Use the link down below to start your account. Okay? Deposit USDT, make a trade, and you'll be in to win a,000 bucks. We're giving away 1,000 bucks every day, Monday to Friday, as long as I'm uploading every day. Currently, uh not at home, so not necessarily uploading every day. Trying to get some updates out for you guys, though. Let's give some money away. Anyway, also you will not just be in for a $1,000 a day giveaway. 1,000 bucks pretty awesome, mind you, but if you join the inner circle link down below for that, that's our private investment research group where we are dropping fundamental reports on things like unis swap, on things like micron tech. We're giving you trade updates every single day. Trades of the day, we are giving you big fundamental updates every week on trades. A lot of information coming in. You get our AI tools, our agent LAR tool, and much much more. Okay, that's all for 50 bucks a month. You get a 7-day free trial and get an $80 a month rebate back from the guys over at Bit Unix, which is pretty damn cool if you ask me. Link down below. Go check it out. Anyway, second draw, the other $1,000 going. Didn't even announce the winner. You saw if you were the winner on on screen there. Anyway, got two winners today. Two winners. $2,000 giving it away. Gotta love it, man. Love giving away money. It's fantastic stuff. And second winner for today is jso at uh kioco.com. That's a that is that is an interesting email address. There you go. Anyway, go claim your money, guys. Enjoy it. If you want to be in to win tomorrow's giveaway, you got to be signed up. Link down below. Okay, these are the vibes we need right here. Crypto Forgani said, "You're going to make disgusting sums of money in the next 3 to six months. You're going to make so much you'll be embarrassed to tell anyone in real life about it. Keep it to yourself. Always keep it to yourself. Don't make YouTube videos. Talk about it anyway. You'll have so much money that saying it out loud might feel like confessing a crime. You'll check your wallets it'll look less like a number, more like the keyboard got stuck. You'll make so much you have to wonder if you should start meditating or at least start reading books about stoicism. You hang around the entire bare market and now the universe decided you're overdue for a fat stack. So lean into the chaos. Pay for the dinner next time when you're with your friends. These are the vibes that we need. Yes. Don't let the bears win. Don't let them infest your brain. Bears bearishness is a virus. Take your penicellin, guys. Hey, this is super interesting. Ethereum. Now, you might might remember just a moment ago we talked about the Bitcoin ETF inflows. This is like 67 $68 million. Guess what? Ethereum did $72 million. Which might be saying, "Well, Lark, that's only like three million or $4 million more. What's the big deal here? Why is this even noteworthy?" Well, I'm glad you asked, internet person because if you adjust this to market cap, ETH's got about 16th the market cap of Bitcoin. So, this is about the equivalent to a $400 to $450 million inflow day for Bitcoin. And if you saw that for Bitcoin, you go, "Damn dog, that's nice." Well, that just happened for Ethereum as percentage market cap. That' be an equivalent Bitcoin ETF inflow day. This is a very big inflow day for Ethereum. And if you look back over the past few weeks, what have we seen? Lots of juicy inflow days. 70 million here, 58, 53, 230 days, 330 days. Wall Street is stacking ETH and they're doing it a lot. This is very, very interesting what we're seeing right now. Ethereum on the daily chilling 1922 currently. If you pull back here to about 1850, that would hit the 20 and 50-day EMAs. Cool and normal. Cool and normal. If that happens, ideally like to see a little more excitement coming to the asset here, pushing up to $2,100 to hit my take-profit order. That would be fantastic. But the double bottom pattern still remains valid, although it's kind of slowly grinding versus exponentially moving higher. But still, it's the technical breakout target for this pattern overall around $2,100. to see it pushing up here to the upper band uh on that move and hitting the 200 day EMA. Maybe that's going to be around 2180 or something like that. There's a cat. Hello, kitty. What are you doing? Cats. Robin Hood chain flipped base on both the 24-hour revenue and chain fees. Dude, rarely do you see an incumbent get cucked so quickly as Robin Hood has done to Base Chain. It's actually pretty crazy. Well done, Robin Hood. And still, there's still lots of runners on there. I was actually just looking yesterday and I mentioned um Pones Ps uh about a week ago in the uh inner circle. Of course, if you were in their circle, you would have seen that. I didn't buy that one. It's kind of getting ready for the trip and I was like, "Ah, you know what? I can't can't watch all these damn onchain coins while I'm traveling. It's just going to be too much hassle." Well, that's up 5x. Why didn't you buy it, Lur? Anyway, the one I did buy, Crash Cat, is down 50%. Good times. Good times. I actually bought another one. Uh, it's called Wallet. There's all these sort of speculations that, and this is not a recommendation for you to go out and buy anything. This is a very low market cap coin, okay? Just FYI, you can lose all your effing money. All right? So, I put a very small position into it, but um there's a lot of speculation that this is going to be like the big runner that this is actually there's all these sort of onchain pieces of breadcrumbs linking it back to the deployer for Robin Hood chain and of itself and that this may actually end up being Robin Hood's official wallet app coin. I mean, who the hell knows? But you know what? That's got enough narrative for me to throw a few bucks into it. Anyway, unis swap. UniS swap's in a very interesting place right now because gosh darn it, if we're going to get a nasty rejection, it's going to be right here at the 200 day, which is at $3.90, $389, whatever. Of course, we shared our report here. If you are an inner circle member, it's you, right? If you're an inner circle member, you got our fundamental report on Uniswap back here. We're up over 30% since that time. Team members took positions on the day that report came out. And we also issued a trade alert on UNIS swap right here at $2.90. Well, we're almost a dollar higher now. Just going to put it out there, guys. Anyway, link down below. Inner circle. Be there. Be square. We need to get over the 200 today. That's the next big move. Get over the 200 today. That clears the path for us to hit the $4.50 take profit order for this trade. Unis swap of course being a massive beneficiary for everything that's going on in Robin Hood chain right now. There's a vote going on currently. I think the vote starts or ends on July 26th and that is going to be about sharing fees generated on Robin Hood chain because currently the Robin Hood chain is being insanely successful driving millions of dollars a day in revenue for unis swap but they're not burning from Robin Hood chain yet. That's going to change on the 26th. I can't see why that wouldn't pass. So that likely passes. And then we start getting much bigger exponential burns coming in for unis swap because of the massive success of Robin Hood chain because unis swap is the swapping mechanism on Robin Hood chain. Okay, continuing. Salana gosh is not doing very much is it still sitting above the 20 and 50day emas. I don't got much else to say about that but I did just want to mention Salana still exists out there. It is getting Don't forget about Salana guys. Come on. I know Robin Hood chain's cool and exciting but you know Salana exists too. Anyway, this is interesting. Andy post says, "Pump fun and hyperlquid continue to dominate the revenue charts for onchain applications." You can see here in blue, this is Pump Fund and in orange, Hyperlid. You can see how insanely big and consistent Pump Fund has been. We had have a nice pump on Pump Fund recently, by the way, off the lows. It's gone up almost 100%. It's nice to see currently at the 200 day. So, if pump's going to get rejected solidly anywhere, gosh darn, it's going to be at the 200 day, isn't it? I mean, there's if there's ever there's a place to get a rejection. And we did, of course, just briefly get into overbought territory there. Doesn't mean that it's going to go straight down to zero or something like that. But getting rejected here, consolidating, that would be cool and normal. The big move on this happens when we get back over the up to 200 day, which is above 0.002. When that happens, I think things get very interesting for pump. This is one of the most hated coins in crypto for a variety of reasons, but you cannot argue with the revenue and the buybacks. It is intense. Koshi, bearish bets on US stock market hitting near record levels. Everybody's bearish. What could go wrong? Oh, also this I guess the the Houthies in Yemen are blowing up Saudi tankers in the Red Sea now. Chinese vessels apparently still getting through. As if we needed more global flash points, more things blowing up. Well, that's what's happening. That of course is sending oil wild again, which is going to raise inflation fears. It raises fears of interest rate hikes, which just is problematic right across the damn board. Right now, the NASDAQ came back up. Bearish underside retest on this orange line. Not fantastic. Opening looking around 699 today. This thing was due for a decent correction anyway. Unfortunately, the triangle pattern seems to be giving us the breakdown target to the downside, which would be about 650 approximately the 200 day EMA, which would be a great buying opportunity. I'll probably add more to my bag in that scenario. Real quick, I've not forgot about Service Now. I still have underwater bags. Service Now CEO defends the company's relevancy, touting a kill switch for rogue AI agents. Look at this guy. Look at that guy. Look at the sunglass. Look at that hair. This guy's going to be a trillion dollar company guy. He's got the look for it, man. He's got the look for it. Bill McDermott says enterprises will not build their own AI agents because it can cost 5 to 10x more than running them on Service Now. It's a big value proposition, man. Big value proposition. If he can save companies that much money, they're going to give him money. He serves sees service now as control layer of any AI agent, any workflow, any model with 50% of net new business already nonseatbased. That is in response to this uh Q2 earnings revenue 3.9 billion versus 3.99 versus 3.9 to expected. They beat earnings. They beat earnings per share. Good good good good good good good. Nice to see. Stock still pretty damn beaten down. Projected off the 200 day EMA back or 200 week EMA, gosh darn, right back here. So, it's been in a structural downtrend here since uh basically all of 2026. Spending a lot of time under the 200 week EMA, which you know for assets is typically a buying time. So, I bought some in this region. Not at an optimal entry. Underwater slightly on my bags. Might add more to it. Okay, that's it. You're awesome. Thanks for watching. I'll see you next time. Bye.