PAYPAL'S HUGE CRYPTO EXPANSION & WILL FED JEROME POWELL PUMP MARKETS?

waiting for bitcoin to start moving upwards. Some people are saying there are still further CME gaps that bitcoin could go down and test. We'll see what happens. But regardless of the micro movement here on the daily and hourly, from a macro perspective, we're headed to new all time highs and I believe we're going to see a rally sooner than later. So the market's going to do his thing here. We just got to be patient. But we do have some macro factors that could have an impact

on the market in a positive way. For example, this week we're going to hear from the Fed. Wednesday is the FOMC hearing, and Jerome Powell is expected to talk about rate cuts. Now he's gotten some pressure from President Trump and the administration recently, and I posted on X today, I believe that he's not going to cut rates. They're not going to cut rates now, but he could signal with some duvish statements that they will potentially cut in September.

And remember, markets are forwardlooking, so that could really spark a rally because they know rates are coming. It's kind of the bider rum or sell the news event. So let's see what happens on Wednesday, folks. Obviously I don't have a crystal ball, but this is my prediction. But a lot of the prediction markets out there. People are betting no cuts now, but they are betting cuts in September. So once again, we just need to signal from Jerome that they are going to cut in September, and then

things could get very interesting for the market. I love

what Lynn Alden share today, and that is the Treasury. The US Treasury released their borring estimates one point six trillion dollars in net new debt issuance over the next two quarters. About five hundred billion of it is in the Treasury General Account refill, so they're doing kind of a pseudo quantitative easy Janet Yellen was doing this under Biden. So it's the same thing over and over. Nothing stops

the money printer. This is why we're invested in assets, and we're invested in the fastest horse, bitcoin and crypto in the asset race. Right, Nothing moves like bitcoin and crypto, not real estate, not the stock market, not precious metals, and so on and so forth. But we are in a macro bull market and all of these asset classes, real estate much more is following global liquidity. That's why you're seeing new all time highs for all of them. It's across the board. Not a lot of people understand

what is happening. They may see, for example, real estate going up, but yet home sales are down. The reason being global liquidity is going up higher and all these assets are getting priced in that higher liquidity, right, if you understand the economics of what's happening here. But the same thing continues. Governments will continue to debase currency and print more money, and that's going to drive up global liquidity. But however, they do go into their quantitative tightening cycles.

So these are things you have to be prepared for and think about and follow the macro cycles, watch the FED. This is why You gotta be careful with narratives because people will come tell you bull market's never gonna end, it's gonna keep going on forever. It doesn't go on forever. And just look at this folks, Berkshire Hathaway, which is

Warren Buffett. They are in one of their largest cash positions right now. Warren has done this before major bear markets and huge market crashes, like he did it in nineteen ninety nine before the dot com bubble he was in a huge cash position. He did it in two thousand and six ahead of the two thousand and eight financial crisis. He did it in twenty twenty one ahead of the twenty twenty two bear market. And now he's in a very large cash position. So you can imagine

he's ready to buy the blood on the streets. It's what I've been telling you guys. Bull markets don't last forever. There's gonna be a a lot of people pushing narratives, but they won't give you data. They just say no, this time's different. ETFs legislation, I sew to zero two to two, and whatever narratives they decide to come up with, right that the market must continue on and on. But

history is not on their side. So folks, I hope you appreciate all the different factors I share with you guys to give you a full view of the market landscape. It's important to look at all these things. It's why we track global liquidity. And folks, if you look at the Federal Reserves website where the M two look at that, the chart's going parabolic and it's not only to FED, but you got central banks around the world which are

injecting liquidity and that's driving global equity higher and higher. Now, as we've been monitoring, global liquidity is topping out right now around October early November. So this is where as I said in yesterday's podcast, I believe the blow off top will be around then. Plus you have cryptical legislation will be passed, the Market Structure Bill, that's a huge narrative. And you got the delay in the US China tariffs and that has been pushed back by three months and

that puts US in October. So multiple factors here signaling potentially the top could be in that zone, so let's wait and see. And something else that's interesting. You're starting

to see big names hedge fund guys and much more coming out starting to talk about investing in crypto. They usually do this when the rallies are heating up and starting to get close to the top. It brings in more liquidity. So look at this, Ray Dahlio suggests putting fifteen percent in bitcoin gold amid us debt doom loop. So Ray has said this before, right, he's I remember in twenty twenty, twenty twenty one. Now he's back again

in another bull market. Now he's not wrong. The only thing, you know, when you put these narratives out there, people don't who don't understand market cycles. You know, they could be left holding the bag. But you know, he's not wrong that you should diversify and hold these assets. He's absolutely right, and I think it's it's smart to do that. But the timing is also important. Now if you're let's say, buying now, and you're like, you know, I don't care.

I'm going to look at this from an eight to ten year standpoint, and you're fine, because the market will correct and then it will continue higher as global liquidity continues to rise. It's just the cyclical patterns, and you have a very long term view, you're fine that the dips don't even matter because your time horizon is so huge. So very interesting ray coming out, and we got an

article here that Trump eyes moving US economy further into crypto via mortgages and four to one case. So I covered these news items over the past month or so, but it seems that we could hear about it with the White House Crypto report that's going to be released this week. Bo Hines had tweeted out about that, and we know that the Housing section of the government they already stated they're going to look at crypto for giving mortgages via Fani Made and Freddie Mack. So that's a

huge win. And then Trump has been talking about opening up four one k's and retirement accounts to be able to invest in crypto. I think that's coming, folks. So you could see a lot of capital open up and it will be really amazing to see this play out, especially as crypto legislation has passed. So see the timing of all these things, right, It's all culminating to this massive bullish narrative and it will lead to a lot of liquidity. But as always, bull markets don't last forever.

There will be a top and then things are going to have to correct. Is just the cyclical patterns of markets. So it's not about being emotional, it's about the facts and what has played out historically now, folks on the four to one K front, you can get ahead of that by setting up a self directed IRA with I

Trust Capital. You know, I Trust Capital allows you to get these tax exemptions and benefits by setting up an IRA, and they'll also have a great custodial service called a Premium Custody account where you can safely store your crypto right behind self custody on a hardware wallet. I believe this is one of the safest options. They're using top

tier bank custody. They're also using coinbases prime institutional custody, which black Rock uses, so it's top tier security, right, you don't have to worry about, well, who's the custodian and all these things. So you can get the benefits of an IRA. You can get the custody of your crypto assets and they support eighty plus crypto assets. Folks.

You can buy, sell trade in your IRA account. So I Trust Capital I have an account with them, and they support once again, all the top assets, bitcoins, a lot of XRP and you can buy and sell crypto twenty four to seven. There's low costs and no monthly fee, so, folks, a great, great option here if you want to go the four to one k ira retirement route and get the tax benefits because you know when you sell you're

going to get hit accoun gains. But there's certainly a big option here if you want to go this route. And folks, if you sign up with my link, you can get one hundred dollars funding bonus and that is I Trustcapital dot com slash Thinking Crypto. The link will be in the description. Check them out, folks. It's a great option, as I mentioned, and I'm a user of the platform. Now, huge news around PayPal. We know PayPal

has gone all in on crypto. They offer the ability to invest in crypto on both PayPal and Venmo and Venmo zoned by PayPal of course. Well, they've expanded their crypto payments for US merchants to cut cross border fees. So the new feature supports over one hundred cryptocurrencies and major crypto wallets, aiming to simplify international commerce for US merchants. Folks. This is a massive on and off ramp because if you can use your crypto to spend with many merchants,

that's really great. Now, I do believe the US government has to update the tax laws so that you're not hit with a capital gains type of transaction. I think Senator Lomis has tried to introduce legislation to get this done, where certain transactions below a certain number will be taxes them. So they feature connects shoppers crypto wallets and allows them to spend their digital assets while the merchant receive US dollars. The company aims to offer cheaper, faster cross border payments

than traditional card payment methods. So you see the ramp up here right and on their ex profile, you know they shared some screenshots and you can connect your respective accounts from Coinbase, Binance, Meta mass crack in phantom OKX. Huge, huge on rampair folks, and you can do a lot of really cool things. So I love it. This is bullish. PayPal is a massive payments giant. They have their own stable coin as well, p y USD, so they're all in on crypto. Yet there's people out there who say

this is all a scam. They don't understand. They just read headlines, they haven't taken the next step to educate themselves instead of reading headlines. So folks, count yourself lucky you're here early, as these big players are building the infrastructure for this technology and asset class. Now look at

this Circle. They announced today they have formed a partnership with FIS Global, one of the largest financial technology companies in the world, to bring support for USDC stable coin and payments using Circle platforms to their large franchise of financial institutions and banks. Another massive infrastructure on ramp here, folks, and look who it's for, not necessarily retail, but financial institutions and banks. So banks are going to be using

crypto in many different ways. Some are going to launch their own stable coins. We've heard about that. So it's really bullish to see news like this, folks, really really big.

Now Backed, which is owned by the parent company of the New York Stock Exchange, the Intercontinental Exchange, they are selling their loyalty business and will be pivoting to pure play crypto offers shares as well. So back you know, they were a powerhouse building crypto. In late twenty eighteen, they were partnered with Starbucks and much more, but due to the regulatory uncertainty the business was facing. You know, it was Operation Choke point two point I was Gensler

and all these guys attacking crypto. It really slowed things down for them. Plus I think the wife of the owner of the New York Stock Exchange or the Intercontinential Exchange had some political things going on, So it really hurt the business overall. And you know, they it was so promising because once again they were partnering with Microsoft and Starbucks and much more. But now that it looks

like they're trying to find their way. But you know, other players have come in and they've built and you know, reapfrog them essentially. So BacT has sold its loyalty business for eleven million dollars. The firm also announced public offering of Class A shares and or pre funded warrant to buy bitcoin and fund working capital. So let's see what they come up with. I don't know how well they're

going to do, but they had it. They were off to a great start and they lost a ton of momentum, and now it looks like the business is struggling and they're trying to find a way. But let's see, maybe they're able to make a comeback, folks. So Trump's Truth

Social Bitcoin ETF among multiple crypto funds delayed by the SEC. So good to see the SEC is not playing favorites here. They've delayed grade scale bit wise, even Trump's Truth Social Bitcoin ETF and much more. I'm not sure what the delay is. I personally think with regards to all coin ETFs, the SEC is waiting for Congress to pass the market structure crypto legislation. But we'll see what they do here. You know, maybe they approve it in September. I don't know,

you know, it's it's hard to tell what's happening. I'm trying to get an interview with SEC Chairman Paul Atkins and see what we can discuss. But at least once again, they're not playing favorites. They's just delaying everything. And it could be, you know, they're waiting for September. Maybe cool sure to when the market Structure bill has passed into law. Folks. That's the news. Let me know what you think. Leave your thoughts and comments below hit the thumbs up button.

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So once again to go to Mycrypto course dot com. The link will be in the description. Folks, thank you so much for watching and listening. I appreciate you all and I'll talk to you all later