GM, welcome to Chopgust (maybe).
You’ve probably noticed a slightly cooled-off tone in these past few newsletter commentaries. As we’ve been saying, the longer Bitcoin stalls, the higher the odds of a distribution lower first.
Well, here we are, and while there’s a solid chance BTC will still revisit somewhere around the $113-110k area, or even wicks lower, all it means is just a restart before the markets head higher later in the year (in my opinion). Why?
The surrounding conditions still simply point to a risk-on environment. Just today, the US job report came out (full data available here), and with it, the odds for September rate cuts spiked to 69%.
The US is the final missing piece in the puzzle of otherwise constantly rising global liquidity, and it is on its way to filling the gap.
Here are three liquidity-positive factors to consider for the remainder of this year, or even into the first half of 2026:
Global liquidity index is currently hitting all-time highs, see here
People’s Bank Net Liquity injections doubled since 2024, chart here
Bessent unleashes treasury buyback overhaul in major step to yield curve control, full article explanation here
Risk markets react to all these liquidity movements with around a three-month lag, and as long as this continues, plus the US joins the party, it tells us there’s still more juice left to squeeze.
All in all, I wouldn’t turn into a panickan, just yet.
For the day traders, here’s an excellent reminder of when to be on the attack and when to be on the defense.
👇 And if you haven’t yet, hit subscribe below 👇
The important bits.
Giza explained in new blocmates breakdown, listen here
INFINIT introduces the IN token, read details here
Fuel Network explains “transaction parallelization”, read here
Mira Network is hosting weekly spaces, join here
GenLayer reached 100,000 followers, follow here
PumpFun used 98% of revenue to buyback PUMP, dune dashboard here
Kinetiq on Hyperliquid introduces their new “Launch” product, details here
Dinero is hosting spaces with Orca (Solana) on Monday, listen here
Even more important bits.
New blocmates article covers the “Consumer Crypto Takeover”, read here
US sets new tariff rates on multiple countries
Charts and stats of the day.
Berkshire Hathaway’s cash position is now 30% of its total assets
Tether just surpassed South Korea to become the 18th-largest holder of U.S. Treasuries
Bonk marketshare is now at 82%
Coinbase premium on ETH just flipped negative after 100+ days since April's 150% rally
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Boring times = farming times.
If we truly head into Chopgust, I have an idea what to do before we arrive to Uptember.
Kinetiq on Hyperliquid is quickly becoming a standout protocol, plus with $800m TVL and only 7,000 users, the potential of this airdrop is quite inviting.
Right now, in my opinion, the market offers dip buying opportunities before entering a bit of a crab market. I’ll simply park Hype and enjoy my weekly kPoints, until conditions improve. Good luck!
Macro Millions (DeFi)
Bloom (Social DeFi)
To save you doom scrolling.
Wise words here. Survive chopgust, arrive to Uptember.
Weekend is here, and it’s definitely time to touch some grass while this market scams out everyone trying to perfectly time the bottom on 50x leverage.
Let’s see when the next week takes us, see you there.
stay safe homies,
Hix0n 🫡
