¶ Intro
Google and American Express are both partnering with coinbase to expand their crypto services and functionality. This is bullish news, and major banks around the globe are adopting crypto. I'll give you the details. Let's get into it. Hey, everybody, welcome into the Thinking Crypto podcast. You're home for cryptocurrency news and interviews. I'm your host, Tony Edward. On your way in. Please sit that subscribe button as well as
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¶ Bitcoin analysis & Fed rate cuts
got huge news to share with you, so make sure you watch and listen to the end. It's all bullish news. First, let's talk about price, because Bitcoin today made a move over one hundred and sixteen thousand. Now, as I've been telling you guys, tomorrow we're going to hear from the FED. In any week of an FMC meeting, there's going to be a lot of volatility, So don't be surprised if we see dumps tomorrow or a pump. Just be prepared for all types of madness, right especially even the days
following like Thursday, and Friday. So one thing is for sure. We are in a macro bullmarket and we're still on track, so no invalidation. Just this week is going to be very volatile. The whales and the market makers are going to play with folks and you know, try to shake them out. But as I've been sharing with you guys, global liquidity has recovered and in fact it has broken into new all time highs. So this goes back to
the thesis I've been telling you guys. Q four could be a local top and then the eventual blow off top could come in Q one, twenty twenty six. So we're going to continue to watch global liquidity in addition to other signals to see where we're at in the cycle. Because you know, some people are saying, hey, the blow off top could happen in Q four, and it certainly could, but if all the signals don't align, you know, we'll have to say, hey, look, this could be extended into
twenty twenty six. So this is where we want to stay informed, look at the data and the metrics not be a moot, and I will continue to share the updates with you guys. So things are looking good. I want to share some charts here from great analysts such as crypto Wizard, who said, eerily similar. Do you see it? Bitcoin has been trading extremely similar to the twenty seventeen cycle. Ir reversal from here could lead to a monumental parabolic rally.
Will the FED help, he asked, and he shared the twenty seventeen fractal chart compared to where we're at right now, and it looks eerily similar. So it doesn't mean that is guaranteed to play out this way, but we're seeing very similar patterns here. And here, my friend Caleb Franzen, who's a great analyst, I've had him on the podcast many times. He shared a chart showing Bitcoin trading above the twenty one EMA, the fifty five day EMA, and
one hundred day EMA. He said, the twenty one is above the fifty five and the fifty five is above the one hundred. That's confirmation of an uptrend. Folks. If we lose these levels, then we can get a bit concerned. Until then, I'm omega bullish. So again, the data now right, so we are above these trend lines and support levels that we've seen historically. So once again, bull market's not over.
We still got more to go. But we are in that final fifth wave if you want to call it a macro fifth wave now if you're doing an elliot wave analysis. So the top is near. And when I say that, I know some people are going to get triggered and say what next week, next month? No, I'm talking like a three to four to five month window, right, and that's pretty much going to be it. That's you know, it's going to be show over. Once we hit that
parabolic euphoric phase. The dumb money comes in. Everybody in their uncle and grandma saying crypto is the greatest thing ever. But we know what follows that, right, This is just the nature of markets, and the same thing for the stock market. So, folks, tomorrow is going to be a big day. Everybody's anticipating a twenty five basis point cut.
We could be surprised by the Fed and get fifty percent, but most like he's going to be twenty five because I think if they cut by fifty percent it could trigger some warnings that the economy is not in a good place, and I don't think it is. I think if you look at the job numbers and so forth, they're not good. So we're in a light recession and whatever it may be, but that could trigger them to insert a lot of liquidity. You know, in different ways
they have fed and the Treasury. They've been doing pseudo liquidity over the past couple of years. So let's see what happens. Nevertheless, bullmarket's still intech and just be ready
¶ Trump Family American Bitcoin goes public
for some fireworks and things like that as we head into Q four. Now here's more examples of we are still in the bullmarket. The Trump families, American Bitcoin just went public today on the Nasdaq. Last week it was Gemini Exchange. Of course, this year we saw a lot of companies e Toro, Bullish of course, the biggest one being Circle. So no one does an ipo or goes public in a bear market. Right, come on, now, put your thinking caps on. So you got to look at
all of these things. You got to look at the market holistically. That's why I'm giving you different point of views. So we're not looking at one metric and having tunnel vision for just a handful of metrics. We want to look at everything, right, Sentiment, what's happening in the market,
liquidity and all these things. So this is another example and my hope though, is that things like this are not going to roadblock the claritiac the crypto Legislation Bill from passing this fall because a lot of Democrats don't like that Trump and his family are benefiting from this, and I'm just reporting the news to you, right, that's a fact. We've seen a lot of Democrats come out
against this. So let's hope this doesn't trip us up later on that the Democrats push through and they don't really get too political here, but we'll have to wait and see, folks. Quick word from our sponsor, and that is Propy Property is leading the charge with putting real estate on chain. You can buy and sell homes on Propy using cryptos. If you want to sell your home for bitcoin, or even buy a home that's for sale and bitcoin or XR period theorem, you can do that
on Propy and their platform is powered with blockchain. We know that real estate is going to get tokenized, right, and the real estate process will use blockchain. A lot of intermediaries and middleman are going to get cut out. This is the future. So Propy's been doing this since twenty seventeen. They're a licensed Web three pioneer. They facilitated over four billion dollars in transactions, and they have put deeds on chain. They've created NFTs for homes and much more.
And the buying and selling process they use coinbase with the crypto escrow. So I'm a Propy token I have been since twenty eighteen. When I discovered this project, I invested right away. I remember buying the token on bitrex.
So I'm very bullish on this. It's one of my big bets because again, you see the direction the puck is heading in, and all assets are going to be tokenized, including the world's largest asset class, which is real estate, and this industry is primed to be disrupted by blockchain. So that's why I'm putting my money on Propy. So if you'd like to learn more, go to propy dot com. Link will be in the description. Now, folks, look at
¶ Google AI Agents Coinbase
this news. This is huge. Google unveils open source protocol for AI payments with stable coin support. You know, I've had many guests on the podcast and I've done interviews talking about AI agents will be using stable coins, even humanoid robots. I've had quite a few interviews talking about that, and we're starting to see the development of this, so
let me give you the details here, folks. Google has unveiled an open source protocol that allows AI applications to send and receive payments, including transactions using stable coins, highlighting the growing role of dollar peg cryptocurrencies in the emerging AI driven web. The initiative is being launched in partnership
with Salesforce, American Express, and sixty other companies. Fortune reported Tuesday stable coin functionality was developed in collaboration with crypto Exchange, Coinbase, and the Etherorem Foundation was also consulted on the project. James Truman's head of Web three at Google Cloud, confirmed the rollout, telling Fortune that the protocol was designed to support both existing payment rail capabilities as well as forthcoming case abilities such as stable coins. Isn't this incredible, folks?
You know some people out there think crypto is a scam, a fat stable coins don't make sense. Why do you need stable coins? I have PayPal and Venmo. Yet PayPal and all these companies are adopting crypto and stable coins and using blockchain rails because of the instant settlement. So this is where education is so important. You are seeing the biggest companies adopting this technology. So coin based engineer Eric Rappel said, the exchange work with Google to make
their payment systems interoppable. Here's the quote. We're all working to figure out how to make AI transmit value to each other, he told Fortune. The payment system builds on Google's Agent to Agent protocol introduce in April, which provides a framework for AI agents to exchange information and interact more efficiently. It was developed with support from more than fifty technology partners, including PayPal, Salesforce, and SAP, and consulting
firms such as Deloitte, McKenzie and p wu SE. The Tuesday announcement comes amid a growing push to connect AI agents, autonomous software programs capable of making decisions without human input, with decentralized finance protocols, such integration with streamline trading, improved user interaction, and expand reil world payment use cases. Folks, the infrastructure is being built here for mass adoption, and not only amongst human beings, but AI agents and humanoid robots.
So this is incredible news. And of course the folks at coinbase, you know, they highlighted this. Brian Armstrong's CEE of Coinbase, tweeted out x four oh two. Plus, Google just unlocked a new level for AI agents. Agents can actually pay each other now with X four oh two powering the stable coin rail inside Google's new agentic payments protocol.
Really cool. They also highlighted that circles, Developer Control wallets, and USDC along with X four too, APIs can charge down to sense and clients human or AI can pay per use. So you're going to get the micropayments here, fractional payments, even if it's like a couple pennies, right, because no one pays each other that way, but AI agents will as certain interactions become cheaper. Things that cost a lot more with humans will now be cheaper with AIS.
So it's incredible what's being built here. And you can see how crypto and stable coins are going to be used on blockchain rails. So I've often said AI and blockchain have a symbiotic relationship. They benefit each other in different ways. So this is incredible, incredible news. Now look
¶ American Express NFTs Base
at this even more news with coinbase, and it's with American Express. So American Express launches travel stamp NFTs on Base. Now many of you know Base is the layer two on etherorem created by coinbase, and in fact there's news coming out that they're looking to launch a coin which is surprising. I thought they were going to avoid that. But more to come on that. I'm going to try to get an interview with Jesse Pollock from a coinbase again.
So miscollecting stamps in your passport, American Express is now giving US cardholders unchain travel stamps for each country visited around the world. Each digital stamp with the AMEX Passport feature has an associated piece of art that will be an ERC seven to one token on base. Colin Marlow, VP of Emerging Partnerships at AMEX Digital Labs, explained in an interview. Obviously it's not a real passport though, so don't bother showing the customers officer your app full of
NFTs when you're jetting off to a new locale. Stamps are viewable within the existing amex mobile app, which is separate from the upcoming amex Travel app that launches or that's launching September eighteenth. So American expresses backdating stamps to get cardholders started with their collections and will add stamps from the countries users have visited in the past two years to start a crypto wallet for each AMEX mobile app user custodied and operated by Amex, is spun up
on the back end. When users access the feature, stamps are minted as tokens behind the scenes as cardholders use their Amex cards at different locations around the world. Here is a quote. We're trying to do it in such a way that that's not so in someone's face, Marlow said of American Express's approach to blockchain integrations. So this
is key, right. Eventually, folks don't need to know if blockchain is powering the app, just like they don't need to know about TCIP or what's running the web and websites and video sites. And you know, if you're listening to this on Spotify or Apple or watching on YouTube or Rumble or wherever, you don't need to know how the logistics and the computations and all the things that are running behind the scenes. You just need to know what works. That's where we have to head to you.
And we're still early, but look at who's building here, American Express, Google, you guys have seen my interview with master Cards VP of Digital Assets. I mean, all the big companies are here, and I'm so glad I'm here early. I recognize disruptive technology. I'm taking my bets and it's paying off so far pretty well. My portfolio is in a good place. And of course, as we started off the podcast with, looking for further gains in the parabolic phase.
But cardholders won't see the wallet that's spun up, that's abstracted away, won't be directly engaging with the blockchain at all, and won't be able to trade stamps. The stamps aren't introducing cardholders to crypto per se. They're supposed to be a way to feel just a little bit more fulfilled about global travel in the increasingly digital age. So amex chose to put the stamps on chain as NFTs because blockchain assets can give a greater sense of permanence. Marlow explained,
like the ink of a physical stamp. Here's a quote. We really are hoping again to apture a customer at the end of their journey, when they're commemorating and thinking about where they've gone, in the hopes that they get inspired again and do something new with us next time. So you know, eventually these NFTs are going to expand, and you know they're going to become dynamic and there's going to be more creativity. But I think this is
a great start. A lot of folks are testing and doing a lot of innovative things here, so these NFTs will be on base right, so e Theorem's layer two. So very bullish here for American Express, for coinbase and the crypto industry. Huge, huge news. Now, we got some
¶ Santander Bank Crypto in Germany
big news around banks around the globe. So we've been seeing payment companies, credit card companies, stock exchanges, banks all adopting crypto. Look at this. Santander's open Bank launches crypto trading in Germany, Ice, Spain. The infrastructure being set up globally for more capital to come in, more adoption, and it's not just for retail, it is for institutional investors, the big money of course. So group O Centender's digital bank, open Bank is expanding in Europe with a new offering
for German clients amid rising demand for crypto assets. The banks at Tuesday that customers in Germany can now buy, sell and hold bitcoin, ether, light, Cooin, Polygon, Cardano directly on its platform. According to Santander, the new service integrates crypto alongside open Bank's existing investment products eliminating the need for third party platforms and operating under the European Markets
in Crypto Assets Regulation MICA framework. Crypto trading services are planned to roll out to Spain in the coming weeks, along with additional token offerings and features such as crypto tocrypto conversions. Incredible, very bullish, folks, I hope you see what's happening here. These folks are not doing this for fun.
They're not playing around here. They see this as a legitimate acid class that is going to continue to grow, and they recognize blockchain is the future, folks, the next layer on top of the Internet, as we've been talking about for years. Here's another example. Swiss banks complete first
¶ Swiss Banks Blockchain
blockchain based legally binding payment. So not only are they offering the assets from an investment standpoint, they're building with it, tokenizing and much more so. Some of Switzerland's largest banks completed a proof of concept that tested blockchain technology and smart contracts for interbank payments, making what they said was the first legally binding bank payment via a public blockchain, not private public. Years ago, they tried to bypass the
public blockchain and create their own version. That's the wall garden problem, right, Why should I trust your centralized blockchain when you could easily pull the plug on me. We need a public blockchain that is decentralized and open and transparent, where we can all be validators and all reviewed transactions. Right,
So that's the way to go. Under the umbrella of the Swiss Bankers Association UBS, post Finance and Signum Bank conducted a feasibility study on blockchain based deposit tookens and payments infrastructure, The SBA announced Tuesday. The tests initiated an off chain fiat money transferred triggered by payment instructions tokenized
on the blockchain as a depositoken. The first use case executed a payment between bank customers of the participating banks, while the second tested an escroll like process that exchange the positokens for tokenized real world assets with automatically processed transactions. Incredible, folks, And we don't know which public blockchain, so we're going
to have to wait for that information. But this is where as an investor, this is where you want to look at this news and keep following it and see who you know, which blockchain or blockchains are using, and then you want to take your bet. Obviously, now there's more to just taking a bed. You've got to make sure you're timing the market right in a sense, you don't want to buy and near the top you want
to wait too. You know, the bear market cut rolls around, buy and load up because these banks are still going through the trial and error process and as they figure things out, then they're going to scale and go into full production with their products. Right, So this is where you got to put your thinking cap on. Understand where we're at in the liquidity cycle, and then when the bear market comes, it's a perfect time to buy. And that's where you're going to be a contrarian to the herd.
Right when everyone is scared and they're scaying cryptos a scam. Again, that's when you want to buy. It's the same cyclical pattern over and over and over. So once you get that, folks, it's an enlightenment moment. It happened for me and I stopped listening to mainstream media finance news like Jim Kramer and all these things, right, because those guys are not your friends. They're setting you up to be exit liquidity and they are putting the narrative out there for the
mainstream The masses. But you want to do the opposite of the mass, and that right, when the masses are bearish, that's when you want to be bullish. When the masses are bullish, that's when you want to be bearish. Right, you want to be looking to exit the market. I don't make the rules. This is the nature of markets. It happens in the stock market as well. Moving ahead,
¶ Deutsche Borse Crypto for Institutions
here's another example of a big banking financial institutions getting involved. Deutsche Bors subsidiary launches off exchange settlement for institutions, not retail institutions. So crypto Finance, a subsidiary of Deutsche Bors Group, launched a new off exchange settlement solution to improve capital efficiency and trading flexibility for institutional crypto investors. The new product, crypto Finance anchor Note, allows institutions to trade on different
platforms without moving their assets out of custody. It also helps them to settle trades off exchange and earn yields within a compliant risk control setup. According to a Tuesday announcement, here's a quote with crypto Finance anchor Note. We are closing a critical gap between custody and capital efficiency, said Philip Dettwiller, head of Custody and Settlement at crypto Finance. The launch is initially focused on the Swiss market, with
a broader European rollout expected in the near term. Guys, I mean, look at what is being built here. Again, don't get tunnel vision with the price. You got to understand.
Price is going to follow all these things. As those big institutions get the products, they get the white glove service, they get all the data and analytics and reporting and all the things that exist for a trad FI set up for them, They're going to send billions into this market, and you will eventually get to trillions, right because blockchain rails are going to be used around the globe. And again we're just seeing across the globe massive adoption here.
This is so bullish. Now moving ahead, Bitwise file US
¶ Bitwise Stablecoin & Tokenization ETF
for stable Coin Tokenization ETF with the us SEC. We know Bitwise asset management. They have a lot of ETF products. They file for an XRP ETF and much more. And they're very competitive. You know, they're one of the few that are very transparent. They show the wallet addresses for their bitcoin ETF and things they have to show they actually have the funds, which I love and I've had Matt Hogan a bit wise on the pod many times,
so let me give to details here. Bit Wise file with the sec to launch the stable Coin and Tokenization ETF and exchange Traded fund designed to track an index split between companies side to stable coins and tokenization. According to a Tuesday filing, the proposed ETF will track in index featuring companies from stable coin issuers, infrastructure providers, payment processors, exchanges and retailers to regulated crypto exchange traded products with
exposure to bitcoin and ether. I love it. A lot of new financial products are being created here and this is really great for the market. Final news item here
¶ Limewire Frye Festival NFTs
LimeWire remember LimeWire, Blastom the pass the file download platform. I remember using my wire back in the day downloading music and movies and things like that. I look, we all did it at one point, right, But one of the things that was painstaking about it is when we were still on dial up, it would take all night to download something. So you know, those were kind of fun days of the Internet. You know, it was Web one point zero and it's still clunky, but it was,
you know, something still very raw and unique. About it, which I miss But you know, LimeWire has relaunched. I think maybe like four years ago. I remember interviewing someone from LimeWire and you know, they launched your own token. They're doing a lot of cool things for creators. Well, apparently they have acquired the infamous I think it's Fire or Fry festival brand. The reboot will integrate the LimeWire token, NFT redemptions for OG ticket holders, and a crypto driven
comeback in twenty twenty six. So I like this. You know, Web three technology giving life to these companies which you know kind of legacy companies or have had issues like the five festival brand. So they're introducing the web three technology and look, the future is going to be more digital. The next generation they're going to grow up in a digital world, and this is how they're going to operate. So this is where we as investors, we're going to
take that bet and we're going to be early. And the masses are still going to ignore it and call it a scam of fat and so forth, and they're going to miss that the companies or the products and services of the companies they currently use are actually innovating and building with it, but they're missing it, right, But this is the nature of markets. Not everyone was on
board with the Internet. Not everyone benefited from the dot com boom, and even in Web two with social media companies and so forth, right, and eventually many of them play catch up. Many of them don't understand investing and what's happening with the basement and currency and why you need to put a good amount of your cash in assets to outpace the debate. They don't know all that stuff, right, But I'm trying to share that knowledge on here and
hopefully it's resonating. Hopefully it's helped you, and you know it has change your outlook on investing, the markets, the economy, because once you understand these things, it's so eye opening. It's almost a blessing and a curse because you kind of know how the game is played. And then you try to tell people about it, they may not understand it or they're not curious enough to take that next step. And then some of them are like, how the hell
did you make money off crypto? How'd you do this? Well, you got to educate yourself. It's not just going to the casino and throwing it on black there's understanding the macro thesis and the fundamentals is so important. But guys, this is where the opportunity or this is why the opportunity is so huge. And count yourself lucky if you're here and you get what the hell is happening, because this is one of those once in a lifetime opportunities
and the ability to make money. And it's greater than we've seen in the past because there's no accreditation laws. Right before, it was if you weren't part of a hedge one or you were an accredited investor, even you couldn't get access to private equity in the dot com companies for example. Now you can get access to the tokens. You could be in any part of the world. You don't have to buy two hundred and fifty thousand dollars
of the token. You could just buy ten bucks, even one hundred bucks, as much as you can and that could help you grow your wealth. Right. So it's such an incredible opportunity. But folks, that's the news. Let me know what you think. Incredibly bullish stuff. Remember tomorrow is going to be a volatile day. We'll see what the Fed does, and this week will be volatile and for the most part, so don't be surprised if you see swings either way right, and watch out for fake outs.
But I think come next week, when the dust is settled, we can get back on track and get an idea when things are going to start picking up steam and so on and so forth. Folks, A great way you can support me is by subscribing to my free email newsletter. It is one hundred percent free. Link will be in a description. Check out my book on Amazon it's available in paperback, in digital, and my course at mycryptocurse dot com. Folks,
thank you so much for watching and listening. I appreciate you all, and I'll talk to you all later.
