Bullish Forces Still Bubble As Crypto Prices Pause
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| By Beth Canova |
This week brought a needed reminder that nothing in crypto goes up in a straight line.
After hitting a new all-time high near $124,400 last week, Bitcoin (BTC, “A-”) retreated to the $112,000 level for most of this week before shooting up to about $116,600 on Friday.
Ethereum (ETH, “A-”), which has been outperforming BTC as of late, also pulled back. Still, it rebounded nicely and it already posting a 34% weekly gain..
This volatility can be a challenge to get used to. But as our editors told their members across our services this week, it’s one feature of the crypto market that should be welcomed.
In New Crypto Wonders, Juan Villaverde and Mark Gough said this is where “caution meets opportunity.”
Marija agreed, telling her Crypto Yield Hunter Members that this pullback is their chance to get into position for the next leg up.
How big the next leg will be depends on a few macroeconomic forces.
Like the devaluation of the dollar.
Nilus Mattive — editor of Weiss’ flagship Safe Money Report — breaks down his experience in Indonesia and the stark lessons levied when runaway inflation and/or inept government planning devalues a currency.
It’s a fate he says is shared by all government-backed monetary system.
Fortunately, crypto exists outside that system for this very reason. Which is why Nilus says you may be able to Find More Purchasing Power on the Blockchain.
And, as Bob Czeschin points out, there are currently two additional at work that are particularly bullish for Bitcoin.
The first is that Monetary Easing Is Already Underway.
And no, you didn’t miss a Federal Reserve rate cut announcement. Without cutting rates, the Fed has managed to already start monetary easing.
How?
By cutting the Supplementary Leverage Ratio (SLR).
In his update, Bob breaks down how this subtle move indirectly increases money supply … and acts as a bullish tailwind for Bitcoin.
The second force is capital control. That is, how governments control money moving into and out of their economies.
Last week, Bob broke down how the Big Beautiful Bill’s 1% remittance tax showed the slow start of capital control seeping into U.S. law.
This week, he says that President Trump’s Gold Tariffs Signal Capital Control Creep Continues.
As the world’s oldest currency, the 39% tariff Trump just imposed on Swiss gold entering America is really a tax on money.
When gold is taxed coming in …
And dollars are taxed going out …
Crypto — specifically Bitcoin and stablecoins — remains a hold out against these capital controls.
Indeed, stablecoins have already seen insane adoption, both within the crypto community and outside it for this purpose. That’s because stablecoins can be used to settle cross-border payments in seconds … all without slippage.
In fact, tech expert Jurica Dujmovic believes this utility will actually help fuel the next stage of the AI revolution: payments processed by completely autonomous AI agents.
It may seem unbelievable. But, as he explained last week, the technology needed is already here. And in his update this week, Jurica breaks down the 3 Forces That Will Unite AI Agents and Stablecoins.
Beyond Bitcoin and stablecoins, one of our team’s favorite altcoins at the moment is Solana (SOL, “B”).
Solana became a crypto leader in its own right, earning a place next to Ethereum and Bitcoin since the start of this bull market.
And according to DeFi expert Marija Matić, Something Huge Is Happening on Solana.
It’s gearing up for what could be the most ambitious change in the network’s history. And it’s a decision that could redefine how fast and decentralized a blockchain can be.
But that’s all for this week. Be sure to check your inbox tomorrow for your next Weiss Crypto Daily update.
Best,
Beth Canova
Crypto Managing Editor
