MORGAN STANLEY'S BIG CRYPTO MOVE & TETHER LAUNCHES NEW USAT STABLECOIN!

of bitcoin. There's not too much to talk about, but I do want to highlight some metrics and things that we are seeing around bitcoin that look very good. So we've been talking about the DXY and that has been breaking down, which is a very positive sign for bitcoin and risk assets. Matthew Hyland, who's a great analyst, highlighted

the following. He said, the last two times the DXY broke below ninety six, Bitcoin ran from two thousand to twenty thousand dollars within six months and ran from ten thousand dollars to sixty four thousand dollars within nine months. The DXY is currently sitting at ninety six point three. So history has shown when the dollar is breaking down at this level, we've had a massive run up in bitcoin.

Now it doesn't mean that it has to repeat that way, but this, in line with other factors, are certainly indicating that a big move could be on the horizon for bitcoin. Now, we're gonna have to be patient, right. I've been saying that in every podcast, we have to be patient, let things play out. Yesterday we were talking about the bitcoin to goal ratio and that Bitcoin is almost bottoming out based on goals move, while gold and silver look like

they're topping out. So you have these factors which are just screaming a move is coming. One of the things I've been highlighting though, is is this simply a move for bitcoin that does not go to all time highs. It's just a dead cat bounce or relief rally and then it rolls over to bearmarket lows. Or is this the continuation upward? Bitcoin goes to one hundred and thirty five to one hundred and forty or even higher one hundred and forty four, and you know, maybe that's another

local top or that's the blow off top. I don't have a crystal ball, so I'm just presenting all the scenarios to you. Some people are out there saying definitively we are in a bear market. There are people out there saying definitively we are in a bullmarket, but no, we have to say, right now, we don't have confirmation of those things. So if those people who are telling you these things are not giving you this different scenarios,

then they're doing you a disservice, right. And if they seem to know that, Okay, this is where it's at, please ask them for the winning lottery numbers, right, so we can go play the lottery. It will be a lot easier than investing where you have to be patient. Right, So I hope you understand what I'm saying, But this is a positive sign. Again. This is the data, not feelings or emotions, not hype, just simply here's how things

have played out historically. And as I've been saying, the DXY going down like this is very bullish for risk assets, not just crypto but also the stock market. And I think we got to watch gold and silk as again that ratio plays out, but also looks like, you know, gold and silver are topping out. Whether that's a local top or a blow off top, I don't know. We're gonna have to wait and see, because gold and silver have been going parabolic. Their charts look incredible, and I

wish crypto would have its moment like that. But look, crypto has outperform gold and silver and all these things over the past ten years. These assets are now catching up given the geopolitical climate and a lot of central banks have been buying gold. But the same thing with the history of gold and bitcoin. If you'll line their charts, you see that when gold calms down, then bitcoin runs and vice versa. So this is another factor that is on our side here that we do have to be

patient to let these things play out. Okay, folks, we

got some very big news coming out of Morgan Stanley, so they added a new role to push into crypto, appointing Amy Oldenberg as head of Digital Asset Strategy. So Morgan Stanley has misstated he was a bit late to the game with crypto, but better late than never, and we saw Morgan Stanley capitulate than Vanguard as well. So all these firms now have to have a crypto and tokenization stable coin strategy. It is inevitable they have to

get on board because this is the future. All assets are going to be tokenized on the blockchain, trading twenty four to seven in Global Markets and Wall Street. All these firms are gonna have to get on board or they will lose market share. So it is incumbent upon all these firms to get on board. And you know Blackrock they were the ones that kicked it off. But you know you're going to see all of these firms and many others start to hire people, build their digital

asset teams and much more. I'm going to try to get Amy on the podcast. I have been in contact with her even before this news. And there's a bunch of job listings on LinkedIn. If you go look it up, you'll see the roles are opening up here, and not just from Morgan Stanley, but also Blackrock. They are looking for a v slash Director of Digital Assets, Product Strategies,

Managing Director Digital Assets, and much more. Again, all this data is on LinkedIn, so clearly these firms are all in on crypto and I hope you recognize what's happening. I hope you see the forest for the trees where despite these short term volatility items, things are moving in the right direction. Adoption is going to continue to increase. The value of these blockchains will increase and so will their native tokens. So patience is the key here and

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big launch for Tether. They have officially launched us at the federally regulated dollar back stable coin made in America. They said, so we knew this was coming, and today's launch day, of course, so really really great. We know Tether, I mean, they they are a powerhouse, king of the hill when it comes to stable coins. They've been at this since the beginning. They were the ones who started it right, and they've grown their business to an incredible level.

And they built a specific stable coin us AT which is compatible with the Genius Act, and while they still have us D T which operates in different parts of the world. So this is big. I think they're gonna get lots of adoption. They have the partnerships and much more. And of course you all know Tether's working with Cancer Frigeril, which is Howard Lutnix firm. He's now the Commerce Secretary. I believe it is of the United States working under

the Trump administration. So they've got their foot in the door for Wall Street. They're gonna get a lot of adoptions. So keep an eye on these guys. Tell the they've got the resources, they know what to do here. So it's great though. You know, there's lots of options here in the United States where people with us AT, USDC paypals p Y, USD, ripples are l USD and much more. So this is really really great. Now look at this.

Ripple is launching a Treasury and it's powered by g Treasury, and Reese Merik of Ripple highlights that it has a unified visibility across traditional cash and digital assets twenty four to seven, yield optimization, putting every dollar to work, instant cross border settlements, reducing FX costs, eliminate pre funding requirements and unlocked trapped working capital. Future ready infrastructure for chokenized

assets and programmable payments. So he says here, the future of Treasury has no friction or boundaries hashtag, XRP, hash tags or LUSD. So Ripple continues to innovate and build out incredible products. Yesterday we talked about their new partnership with some Saudi banks and all the great work they're doing across the globe. Okay, So, the states across the

US continue to push crypto bills forward. We're seeing a lot of news, you know lately. Yesterday we talked about Rhode Island. We hear Arizona's crypto bills move forward. SB ten forty two, allowing the state funds to invest up to ten percent in virtual currencies like bitcoin, and SB ten forty three, which lets state agencies accept crypto payments, both pass the Senate Finance Committee. Next stop, Senate Rules Committee. So things are progressing. And here's another example. South Dakota

lawmaker takes another run at bitcoin Reserve Bill. So game theory playing out here among these different states. So Representative Logan Manhardt introduced the Bitcoin Reserve Bill HB eleven fifty five on Tuesday in South Dakota's legislature. The legislation had only my interchanges from a bill the lawmaker sponsored in twenty twenty five by amending the state's code to allow the State Investment Council to invest up to ten percent of public funds and bitcoin. He tweeted out strong money,

strong state on x announcing the bill. So again, see what's happening here, guys. It's not only happening on the federal level, you know, those talks are happening with Patrick, with David Sachs and others, but on the state level. So this is very bullish, and you know, as always, it starts a bitcoin. Once they get that up and running, you know they're going to add all coins over time. All right, Moving ahead, Nomora back Laser Digital seeks US

bank charter amid crypto banking push. Seems like everyone wants to become a bank now right. A lot of crypto companies want these trust charters. So it's pretty incredible these crypto native firms are becoming banks, and banks are adopting crypto assets and blockchain and tokenizing and much more so. I think over time you're going to see a convergence where where it's not going to be the crypto market in the trat file market. I think it's all going

to be just one market. And look, we're faraway from that, but I think that's the end goal. So Laser Digital, a fully serviced digital asset company backed by Japanese financial group Nomora, has reportedly filed for a US bank trust charter, signaling that crypto focused companies are seeking deeper integration into the US financial system amid a more permissive regulatory environment.

Citing sources familiar with the matter, the Financial Times reported Tuesday that Laser Digital had submitted its application to the Office of the Control of the Currency also known as the OCC. The charter would allow the company to operate at the federal level without applying for state by state custody licenses. The race is on, folks, So this is

one of the reasons on bullish. You're just seeing incredible adoption, building, filing for licenses, expansion, mergers and acquisitions, and huge investments. Everyone is heading in the same direction here even trad five Okay, Mesh joins crypto Unicorn ranks with seventy five

million dollars Dragonfly led Series C. I remember interviewing I believe it was the CEO Mesh a couple of years ago, and they're doing some great stuff with stable coins and crypto, and they're getting more capital. So clearly these funds are investing in these companies because they believe in the future

of crypto and blockchain. So Mesh, a San Francisco based crypto payments infrastructure company, raised seventy five million dollars in the Series C funding round led by Dragonfly Capital, bringing its total funding to more than two hundred million dollars and valuing the company at one billion dollars. The round included participation from Paradigm Modern Ventures, SBI Investment, Coinbase Ventures,

and Liberty City Ventures. According to an announcement on Tuesday, Mesh said a portion of the raised funds was settled using stable coins rather than traditional banking rails. That's pretty cool. Mesh will use the funds to expand its crypt payments network across regions including Latin America, Asia, and Europe, and to support product development Okay, we got some huge chain

link news, so we made. That is the word we and made together. We made taps chain link for Korean wand stable coin infrastructure. Guys, many of you know I'm bullish on link. I have it in my portfolio. Chain Link is allowing many blockchains to connect. It is used by crypto native firms, It's used by blockchain projects, it's used by tradfi. So this is a project I'm absolutely

bullish on. Let me give it to details. Blockchain company we Made added chain link LAPSE to its global alliance for KRW stable coins, expanding the consortium's data and oracle infrastructure as it builds compliance focused rails for WANDPEG stable coins. On Tuesday, we Made announced that chain Link will provide technical support for data integrity, infrastructure standards, and tokenized asset

use cases. We Made said chain Link's role will also focus on supporting standardization and enabling alliance members to leverage Oracle services. The addition follows earlier partnerships with blockchain analytics from chain analysis security auditors Certich and remittance providers sent B,

which collectively form the GAS initiative. So great to see across the globe these different blockchains are being used by different countries and jurisdictions and just the infrastructure being set up here guys, and you know every country will have their own stable coin or CBDC. So this is the token economy we're headed to. Right, everything powered by blockchains. I'll say it for the millionth time. The end goal is the future government's economies and markets all running on

blockchain rails. Final news item here Bitwise Asset Management to

launch on chain vaults via Morpho. So Bitwise is a great firm, guys. I've had Matt Hogan of Bitwise on a podcast many times, probably twenty times over the years. They've been ahead of the curve, you know, building a lot of cool crypto products and much more, and certainly a leader in the space, and they continue to innovate. So digital asset management firm bitwise has teamed that would decentralized finance lending protocol Morpho to launch non custodial on

chain vaults aimed at generating yield. The move was announced on x on Monday, with Bitwise noting that its first vault will target an annual percentage yield of six percent by investing in over collateralized lending pools. Here's a quote. Finance is moving on chain vaults are a key part of that, offering investors a transparent way to earn yield on their assets. Bitwise and now I had interviewed the founder of Morpho I think it was last year actually,

and they're doing some great things. They're working with coinbase, and they're a legit firm. So I'm going to check this out once it goes live, and I'll let you guys know if it's something I'm going to use. But you know, you always want to wait for things to launch, make sure they get all the kings and the bugs out, and then test it out and see for work. So I will definitely let you know. And it says here they're targeting a six percent annual percentage yield over collateralized

lending pools. So the good thing is we have trusted institutions like bit wise and Morpho participating. So this is not any fly by night project or company that just popped up yesterday or last month. These companies have been around for a long time, lots of visibility, great teams, and much more. So again, I'll let you guys know if this is something I will be participating in. Folks,

that's the news. Let me know what you think. Leave your thoughts and comments below, hit the thumbs up button, and please support the podcast by subscribing to my free email newsletter. It is one hundred percent free on substack. I'll be putting out a write up later this week. Also check out my book on Amazon. It's available in paperback and digital. And be sure to sign up for my course, which is a comprehensive course that teaches you

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