Hey everyone, Welcome into the Thinking Crypto podcast. You're home for your cryptocurrency news and interviews. I'm your host, Tony Edward. On your way in. Please hit that subscribe button as well as a thumbs up button and leave a comment. Blow If you're listening on a podcast platform such as
Spotify or Apple, please leave a five star rating and review. Okay, folks, let's quickly start off with the price of bitcoin and the charts, because we're seeing some strength here, despite you know, the market downturn that we saw yesterday and even the stock market with its futures in the red, both are actually up today, and specifically for Bitcoin, it is still trying to break out of that consolidation zone or channel here and it's attempting to break out again. So still
seeing some positive signs. There's no guarantees here though, right as always, we're looking at probabilities, but the ideal scenario is a relief rally up to about eighty to eighty five came, maybe it overshoots and we hit the nineties and then all coins outperform Bitcoin, But again no guarantees here. We could still see Bitcoin rollover to low's before we have any type of major relief rally. So this is
something to just keep in mind. The positive science is the mac D on the daily chart shows the bulls are still in control. The R side continues to move away from the over soul zone and it has room to run, so that's very good. On the weekly chart, the RSI is still in the over soul zone, but it's starting to move away. And then the inverse correlation to all of this is the USDT dominance. So the stable coin liquidity that is a continuing to show weakness
and looks like it's going to break down. So if that's breaking down, it means staplecoid liquidity is turned to enter the market. So again the inverse correlation. So this is why we want to look at all these different things, and we have, you know, the relief rally. Now again this is not a move to new all time highs. So please don't get me wrong. We are in a
bear market. It is because we've had such oversold conditions, extreme oversold conditions levels that have signaled the bear market bottom in the previous bit markets like the FTX crash in twenty twenty two, three thousand dollars in December twenty eighteen things along those lines. Plus you have extreme fear. People have given up. People are putting out negative things about bitcoin. There are articles saying Bitcoin's pointless and crypto's
pointless and nothing can be saved anymore. Right so they're writing the death sentence of crypto yet again. But that's for the masses. But you and I, who are financially educated, we're looking at the charts, the fundamentals, the on chain metrics,
the macro and much more so. Fingers crossed that we get this relief valley, you'll be really nice and I look, I'm gonna be looking to take some profits and of course once we roll over to test lows again or go further down maybe into the fifty case for bitcoin, look to accumulate. So that's my strategy. Will continue to update you guys as things progress. We are seeing some buying.
So Michael Sailor's strategy has bought one point three billion dollars in bitcoin and their holdings are now over seven hundred and thirty eight thousand bitcoin. This is insane and obviously I hope this works out for Michael Salel because if it doesn't and there's a collapse, it will be pretty catastrophic for the market. I'm still wary of what he's doing with the amount of debt he's raising, you know.
I don't like the amount of leverage, and it just sets up a house of cards that could be easily taken down because he's he's going to have a target on his back, and I think he already has a target on his back. A lot of people are trying to short the hell out of micro Strategy and take down Sailor right those who are anti crypto, anti bitcoin. I just want to see him fail what he's doing here, So let's hope nothing bad happens here. Crypto funds are
also seeing continued inflows. So crypto funds gained six hundred and nightnineteen million dollars as markets hold up despite oil and war fears. So bitcoin ETPs turn green year to date with five hundred and twenty one million dollar inflows last week as total crypto assets rebounded despy geopolitical tensions linked to Iran. So these are all good signs, guys, and we're gonna have to see how it all plays out. Now.
Something that's very interesting for bitcoin. The total bitcoin mind has crossed twenty million, so there's only one million btc left b mine. But this is where it gets fascinating, is that it will take another one hundred and fourteen years to mine because that's how the algorithm is set up. And the difficulty rate increases, it becomes much harder, much more difficult to mind bitcoin. So we know that there's
not fully twenty million out there. There's a lot of bitcoin that has been lost, right and people who have lost the private keys through y hard drives, all these things, so it is not truly twenty million that has been mined, and is going to be less than twenty one million once it's all said and done, But pretty incredible one hundred and fourteen years to mine the next one million. That's certainly going to be beyond the lifespan of many of us who are here, but we want to take
advantage of the technology and acid class. But pretty incredible when you think about it. Now, folks, A great place where you can buy bitcoin, all coins and even gold and silver is on I Trust Capital and you can do it via an iray where you get huge tax benefits. So if you have a long term view on these acid classes, you can invest via the irray and get those taxes and exemptions because many of you know there's
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I Trustcapital, check out the link in the description. Now, folks, the big news of the day is coming from the Nasdaq, So the Nasdaq Exchange partners would crack in exchange for issuer centric tokenized equities. We're seeing stock exchanges, banks, and the biggest financial institutions in the world moving towards tokenization. So it's amazing to see these names in the headlines. Just sometimes I have to pinch myself because I've been here since twenty sixteen. I couldn't even imagine the type
of adoption we're seeing. Everyone is on board and they're looking to build on blockchain rails. So NASDAK, the world's second largest stock exchange by market capitalization, is expanding its push into tokenized equities through a partnership with crypto exchange Kraken and its infrastructure affiliate backed. The exchange said Monday it plans to support equity tokenization in a way that preserves issuer control as it looks to connect traditional market
infrastructure with blockchain based networks. NASDAK has partnered with Payward, Kraken's parent company and its subsidiary backed the issuer behind x stocks, to develop an equities transformation gateway. Here's a quote. Tokenization has the potential to unlock the benefits of an always on financial system, enhancing how investors access markets, how issuers engage with shareholders. And that's that. President tel Cohen said.
The plan builds on nasdaq's tokenization proposal file with the US SEC regulators in September twenty twenty five, as well as Kraken's acquisition of xtoc's issuer backed in December. This is huge, guys. Again, we've been talking about it for years. The direction is the token economy. No more opening or closing bill twenty four to seven three sixty five trading, no holidays and weekends and all that, and these assets
are opened up to global markets. It's not possible right now for everyone to access to New York Soccer Change Order, NASA and the assets they have listed, but when they are on tokenized formats, it's going to be a lot easier. So more liquidity coming in, there's going to be more fractionalization. You can put the assets to work in DeFi. So a slew of benefits here, So incredible news. I mean, don't miss how big this is, folks. The biggest of
the biggest here getting involved. This is a testament to the power of the blockchain. And they're not only looking to do this in the US, They're looking to do this overseas. Look at this. NASDAK links EU markets to bor Studtguard's tokenized settlement venue. So the NASDAQ said it is working with bor stutguards groups tokenized settlement platform Citurion to connect its European training venues to infrastructure designed to
settle tokenized securities using distributed ledger technology. According to Monday's announcement, the collaboration will initially focus on structured products and aims to support faster settlement of tokenized assets across European capital markets. So again, this is not just a US thing. This is a global asset class, a global technology. And as I've been beating the drum on for years, the future capital markets, economies and gover are all going to run
in blockchain rails. And for the first time in history, you can partake in the network and hold in respective token of the blockchains that are going to serve as the rails. Now here's some very big news. This is huge adoption news. So Aon tests stable coin payments for
insurance premiums with Paxos and Coinbase. So you may say, who is Aon and I personally did not know of them before, but they are one of the world's largest insurance brokers and they're testing the use of stable coins to pay insurance payments or premiums, highlighting the growing role of digital dollars in traditional financial infrastructure following the passage
of the Genius Bill last year. In a Monday announcement, UK based Aon said it completed a pilot that settled insurance premiums for clients including Coinbase and Paxos, using USDC on Ethereum and PayPal USD on Salana. So notice they're not just using one chain or one stable coin. You're can to use multiple because it's going to be a multi chain world. There's going to be many different stable coins and different tokenized assets. So this is amazing adoption.
One of the largest insurance brokers right has nothing to do with crypto, but they're integrating crypto. So don't miss how big this is so. Tim Fletcher, CEO of AON Financial Services division, said the pilot reflects the company's effort to explore stable coins as a payment rail, predicting the tokenized assets will become more widely used in financial transactions.
Aon said in August that its analysis showed one hundred and twenty reissuers wrote nearly two trillion dollars of gross written premium in twenty twenty four, So a lot of that volume and transaction, all these things are going to come to blockchain and the use of stable coins will be a part of that. So incredible adoption news here, guys. These are things you want to send to the cryptoskeptics and people who they don't understand. They just read certain
foot headlines. Oh this is a scam or this's a ponzi. Right, they don't go beyond that. They don't educate themselves. But they need to understand how the technology is being applied, what are the benefits, and who's building with it, right, and it's probably companies that they currently use are familiar with, but they don't know. They don't go the extra step
to take the time to research and educate themselves. So you want to send us these type of news items, the NASDAC news, the AON news right to those folks, I highly recommend you do that. And on the topic of adoption, look at this, banks will run RWA's on two blockchain rails, says Redstone, co founder. So again, like
I was saying, multichain world right. So institutional adoption of real world assets is splitting between public and permission networks, exposing a divide between the liquidity advantages of blockchains like a theorem and privacy demands driving systems such as Canton network. The divergence is becoming more pronounced as tokenized ascids gain
track among major asset managers. Marsin Casimiera Krak If I'm saying that right, co founder of blockchain oracle provider Redstone said product development is likely to occur on public blockchains, while permission systems are better suited for institutional processes that require confidentiality. Here's a quote that he gave. He said, there are some operations between institutions as simply have to stay private. And this is the value proposition that Canton
offers very effectively. Now, a few things to unpack here. He's absolutely right. I've talked a lot about it that many banks and institutions will have their own internal private permission chains, but they will bridge to public chains because that's where the liquidity in the settlement will happen. But
privacy is very important to many of these institutions. They can't have certain data out there now Canton, which I'm a holder of, the token I'm a holder of, and I've told you guys watch this one from a long time ago. Right. They are backed by many big Wall Street firms like Goldman, Sachs and cit and they're a public chain that has privacy built in, so that's what's unique about them, and they're getting a lot of institutional adoptions.
So it's why I'm bullish on it and I hold it into my portfolio, and I think privacy is going to be a huge narrative in the next bull market as more institutions come on board. Now, security is the most important thing, but privacy is the next right because they're not going to put certain information out there on
public chains where it can be exposed. So I think this is where you're going to see a lot of public chains are going to look to improve their privacy features, you know, whether it be zero knowledge proof zke or you know, some sort of side chain that they offer that has privacy. So these are the developments that are going to happen. But I think this is spot on. You know, institutions are definitely going to want privacy, but
are obviously going to leverage public chains. Okay, moving ahead, the EUS regulated blockchain securities market ads first bank particip so the development and innovation continues around the globe. So Amina, a Swiss regulated crypto bank, has joined a blockchain based settlement platform for token is securities operating under the European Union's DLT pilot regime, marking another step toward integrating digital
asset infrastructure with traditional capital markets. The Zug, Switzerland based company announced Monday that it has become a listing sponsor on the EU regulated platform twenty one x, making Amina the venue's first fully regulated bank participant. Amina said the move will allow it to support companies issuing token is securities on twenty one x through its partnership with tokenne if. I'm saying that right, a Luxemberg based company that provides
technology for creating and managing Tokeni's financial assets. Guys. The innovation, the development that's happening, and it's not just the private sector but also the public. You've got the government and the private sector working together. So this is incredible stuff. Now look at this news. Stable cooin payment startup casts raises eighty million dollars at a six hundred million dollar valuation.
So not only are you seeing innovation, you're seeing expansion, mergers, acquisitions, and huge investments as everybody is looking to take their
bets to build the infrastructure for what's to come. Right, So stablecoin Payments CASS has raised eighty million dollars in a funding round that values the company at six hundred million dollars, according to a Bloomberg report on Monday, citing people familiar with the matter, The round was led by QED Investors and left Lane Capital, and CASS expects an annual revenue run rate of one hundred million dollars in
twenty twenty six. According to Bloomberg. The company reported plans to use the funding to expand across North America, Latin America, and Middle East, while also adding staff, securing licenses, and developing new products. The raise is the latest sign that investor appetite for stable coin focused payment firms remain strong, even as the broader crypto markets have pulled back in the recent months. So I think everybody recognizes that stable
coins are here to stay. And obviously, with the Genius Act passed in the United States, the race is on. So you're seeing investments, development, innovations, partnerships, lots happening. It's
pretty exciting. And I think once we have the Clarity Act pass, you know, as I've been saying, that's going to kick off the super cycle because that has the meat and potatoes, all the different moving parts and components for crypto, and it's going to allow the trillions that's sitting on the sidelines to come in and allow these institutions to do more building and go beyond just piloting and testing but into production. Right, So this is why
we need that Clarity Act pass. Man. We got to get that done, especially this year, and get it done ahead of time of the next bull market, right because right now we're in a bear market. We're gonna bottom out, but then we're gonna slowly start to move our way out and then we're going to be back in a bull cycle before you know it. But if you don't have the Clarity Act, you know, we need that, we need to go to the next level, and again I
think that kicks off the super cycle of this market. So, folks, that's the news. Let me know what you're saying. Some very big items here, very bullish news. Leave your thoughts and comments below. Subscribe if you haven't as yet, folks, be sure to subscribe to my free email newsletter. It is one hundred percent free. Link will be in the description. Be sure to grab a copy of my book on Amazon. It's available in paperback in digital. And check out my
course at Mycrypto course dot com. If you want to expand your knowledge, knowledge is power, you want to expand your knowledge about crypto and blockchain tech, this is the course for you, so check it out. It's a comprehensive course packed with tons of value. Go to Mycrypto course dot com. All the links will be in a description. Folks, thank you so much for tuning in. I appreciate you all, and I'll talk to you all later.
