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| By Beth Canova |
Did you see Juan Villaverde’s latest crypto update?
According to him, we’re seeing The Most Bullish Macro Setup in YEARS.
While geopolitical tension in the Mideast is still acting as a weight across the markets, Bitcoin (BTC, “A-”) has finally begun to buck the trend and move in line with its macro outlook.
And with several key indicators and Juan’s Crypto Timing Model showing a robust foundation, that outlook is the most bullish Juan has seen in years.
Which should help the broad crypto market get through near-term turbulence smoother and build a strong foundation for the next big rally.
To help you prepare for that, Juan gave a hint when investors should look for the next best buying opportunity in his Friday issue.
Another massive development building bullish momentum? Institutional adoption.
And your other Weiss crypto experts had a lot to say about it this week …
Charles Schwab — the $11.77 trillion behemoth — has moved past the "exploration" phase when it comes to crypto. It has now rolled out internal Bitcoin trading for employees. And a full public launch for its 39 million clients is just weeks away.
According to DeFi expert Marija Matić, this move, plus, the rise of high-beta successors seeking their own success, sends a clear signal: Crypto is moving from the fringes of finance to real, in-demand infrastructure.
The Institutional Bitcoin Trade Is Deepening
On-chain data doesn’t just show TradFi’s adoption of crypto. It reveals just how deep crypto is embedding itself into the legacy financial system. We’re past just having Bitcoin on the balance sheet.
Mark Gough reveals in his latest update how this integration will likely change asset behavior across markets, and why savvy investors need to watch this shift carefully.
Crypto Is Rewiring Global Credit Markets
Crypto’s steady advance isn’t just measured in asset prices or adoption. The latest frontier is credit markets. And with institutions now accepting stablecoins and Bitcoin as collateral, tech expert Jurica Dujmovic says one question now looms: Who gets to define and value on-chain collateral?
The answer is complicated. But understanding it can help you navigate an increasingly integrated financial system.
China’s Copper Catalyst Gets a Blockchain Boost
The latest moves in the Middle East are creating a notable strain on copper supply. That’s not just bullish for the metal, but also for the AI narrative, as copper is a key component in building the datacenters that power AI projects.
And resource expert Sean Brodrick has two ways you can play this timely trend.
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
