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| By Beth Canova |
On Friday, Juan Villaverde warned you not to be deceived by sentiment-driven headlines.
Because sentiment typically follows the market. It doesn’t lead it.
Even without his cycles analysis, a closer look at reveals Bitcoin is growing more integrated in the TradFi system than ever before.
Just this week, Coinbase announced that the first Bitcoin-collateralized mortgage backed by Fannie Mae originated in the U.S.1
The program to use BTC as collateral for a mortgage isn’t news itself. Tech expert Jurica Dujmovic told you about it back in April. The point is that progress is moving forward steadily … despite Bitcoin’s recent weakness.
In fact, Coinbase has said that the full product will roll out for average Americans this summer.
That’s because the powers that be understand Bitcoin’s weakness is temporary.
According to Juan’s Crypto Timing Model, this weakness will likely last until late July. At which point, he sees the best opportunity for you to get exposure to your top crypto picks.
Of course, he already has his watchlist set. And his Crypto Timing Model will let him know exactly when to act on each of them.
To learn how your long-term crypto portfolio can benefit from Juan’s Crypto Timing Model, click here.
Then, be sure to check out the other crypto market updates your experts compiled throughout the week ...
AI’s Buildout Has a Collateral Problem
Jurica has already covered numerous weaknesses in the AI sector to help you fine-tune your exposure to this promising yet volatile market. But this latest reveal is arguably the most important.
AI is growing at incredible speed. The speed that tech giants are used to. The problem? It’s being financed like it’s a slow and steady infrastructure play.
That gap is going to consume weaker AI projects. In his update, Jurica shows you how to spot the picks with real longevity … and the ones that are reliant on a debt bubble similar to what we saw in 2007.
Coinbase Just Put DeFi in 100 Million Wallets
This week, Coinbase Ventures revealed it had purchased Ethena (ENA, “B+”) tokens directly from the open market. The purchase comes just days before Ethena products are expected to become available to Coinbase's massive user base.
If adoption follows, this could mark the moment one of DeFi's most successful yield products finally breaks out beyond the crypto-native crowd. Which is why crypto expert Mark Gough tells you exactly the catalyst he’ll be watching.
Last week, CME Group — the world's leading and most diverse derivatives marketplace — moved its crypto futures and options markets to near-24/7 trading. That could go far to shrink the weekend gap as spot Bitcoin continues to trade. But while the gap may be shrinking, volatility isn’t.
Crypto Rails Build AI’s Future Foundation
Something incredible is already underway: Autonomous AI bots called agents are spending money on behalf of their users. Without waiting for human approval at each step.
But those are early day numbers. Gartner projects AI agents could intermediate $15 trillion in purchases by 2028. McKinsey sees retail agentic commerce reaching $3–$5 trillion by 2030.
That’s why DeFi expert Marija Matić walks through what AI agents really are, how they work and how both users and investors can make the most of this new narrative.
Polymarket Earned a $2 Billion Wall Street Investment
Intercontinental Exchange (ICE) just made a $2 billion investment in the predictive market, Polymarket. But it didn’t bet on a gambling play. The owner of the New York Stock Exchange is betting on the data Polymarket owns. This week, I show you how you can use ICE’s own strategy … without the outsized price tag.
But that’s all for this week. Be sure to check your inbox tomorrow afternoon for your next Weiss Crypto Daily update.
Best,
Beth Canova
Crypto Managing Editor
1 https://www.wublockchain.xyz/news/news-19420
2 https://www.housingwire.com/articles/fannie-mae-bitcoin-mortgage/
