- The blocmates Newsletter
- Posts
- Secret QE On The Way? 2025 Looks Very Promising:
Secret QE On The Way? 2025 Looks Very Promising:
PLUS let's learn how to create DeFi strategies with INFINIT!
Todayās newsletter is brought to you by Vertex, a lightning-fast order book DEX with powerful trading features and cross-margin for maximal efficiency.
Plus, I wouldnāt let the Katana campaign slip by if youāre into some good old airdrop hunting.
Katana is a new L2 by Vertex; pre-deposits to Katana will be rewarded upon mainnet release, so feel free to join the campaign here.
Join Vertex here and test your skills in 60+ perp & spot markets. (Donāt end up like James Wynn, though)

GM.
Itās an interesting predicament weāre in. PCE data just came out today, indicating rate cuts in the US will hardly happen in July, but as far as September goes, the odds are already at 94%.
The predicament is that everyone expects the summer to be generally down, versus the end of the year being up. The tricky thing is predicting how exactly this will happen, especially from here into Q3. For now, letās watch the $105-106.5k level. If BTC starts closing back below, we may revisit the war FUD lows.
Overall, there are promising developments happening in the US with the GENIUS Act passage coming up, and the government talking about āextending the short-term debtā, which, in translation by Crossborder Capital means the good old ānot QE-QEā.
As long as these pieces continue to fall together, everything points to an extended global liquidity cycle, which means this bull run should have more than enough juice to continue into yearās end, or even 2026.
For now, it would be wise not to get too excited about short-term movements and keep the bigger picture in mind. Overall, at minimum, everything looks very positive for the remainder of the year.
āļø Advertise with us | š§āš» Join the Discord | š„ Follow on Twitter
š Sub to YouTube & Spotify
š And if you havenāt yet, hit subscribe below š

The important bits.
INFINIT presents 10 DeFi strategies in one click, learn how here
OpenServ will fuel the AI summer on Base, details here
Newton reached over 1 million sign-ups, full stats here
Altitudeās ALTI reward program is live, join here
GenLayerās testnet reward program is live, join here
Fuel Network featured in new blocmates interview, listen here
MegaETH announces Franklin Templeton to run institution strategies on Cap, read here
Harmonix launched a new HYPE vault, join here
Hyperbear launches HYPE cashback for USDHl, details here
Layer Zero achieved 1 million TPS on EVM, read more here
Even more important bits.
Bessent says there are now 30% tariffs on China, 10% on the US
Across Protocol is facing $23M in misconduct allegations over insider-led governance votes
Crypto Czar David Sacks says "July will be a big month."
Bakkt Holdings says it may use $1 billion from shelf offering to buy Bitcoin
European Union says it's "ready" to make a trade deal with the US
Coinbase to launch "perpetual-style crypto futures" in the US on July 21
Charts and stats of the day.
HyperSwap just reached $100m in TVL
Transactions on Avalanche continue hitting ATHs
Pump Fun's weekly trading volume is at the lowest point in the past 9 months
StalkChain spots the next big meme coins early by tracking top wallets and smart money moves in real-time.
See what whales are buying, follow top-performing traders, and analyze token trends before the crowd.
PS: Use code BLOCMATES for 20% off, but shhhh it's our little secret.

GIZAUSDT 4H Mexc

DeFAI protocol Giza looks to be reclaiming the Quarterly VWAP Value Area High. I am going to set an alert and wait for the weekly close above 0.215 to confirm. The last time we broke out of the quarterly VWAP value area was when we trended to the 0.49 all-time high. I think this is one to watch. Read Ollieās recent piece to build conviction.
A lot of alts and altcoin open interest in particular are pretty beaten up now. That is typically when you want to pay attention, especially with Bitcoin funding and OI at historically undercooked levels relative to how close we are to the highs. If BTC trends to new highs, alts will follow. Not all of them, but some of them will do multiples.
Come by the Lucky Luke Discord channel for comments, to roast my picks or to pump your own bags. All banter is welcome any time!

Grant & Ambientās Travis Good - State of Crypto x AI
Grant and Travis Good of Ambient dove into whatās happening in the AI space yesterday and covered quite a lot of ground in 50 minutes. Itās worth a listen if you want a catch-up on whatās been happening in the centralised versus decentralised AI face-off. Are we headed for Skynet or a more equitable AI-powered future?
The State of Crypto x AI with Travis Good from Ambient
ā blocmates. (@blocmatesdotcom)
3:05 AM ⢠Jun 26, 2025
INFINIT Labsā DeFAI Strategy Creators
INFINIT are building a holistic AI-powered DeFAI intelligence platform that unleashes the power of agentic finance for the average user. The goal is frictionless AI agent-powered DeFi that drives mainstream adoption with slick interfaces and user experience.
The team have just published a thread detailing their Strategy Creators product - an as-yet unreleased feature that looks like a game changer. Implement looping strategies, basis trades or delta-neutral hedges, all with one click and natural language prompts. Check out the thread for the full rundown:
10-step DeFi strategies will be 1 click on INFINIT.
Strategy Creators use prompt-to-strategy on INFINIT, enabling 1-click execution of multi-step strategies and monetizing them.
With DeFi in a click, Strategy Creators are key to lighting up the Agentic DeFi economy.
Here's
ā INFINIT (@Infinit_Labs)
12:00 PM ⢠Jun 27, 2025

To save you doom scrolling.
If youāre still unsure about Hyperliquid, dive into this thread. Itās massive.
. @HyperliquidX hit $248 billion in volume in May, an all-time high. Impressive, but not surprising.
In Q1, it crossed $555 billion in trading volume - up 105% QoQ, despite multiple trading exploits.
@0xFishinChaos went stats-diving and hereās what heās netted. š§µ
ā blocmates. (@blocmatesdotcom)
8:00 AM ⢠Jun 27, 2025

Heading into the weekend, the choppy vibes are once again hitting hard. Although there is a chance for a solid rally into July, I wouldn't be betting on anything sustainable until we get through the summer days.
I would tell you to go and touch grass until September, but since youāre most likely all the same addicts as me, I would just advise shaving off any upcoming summer profits, rather than holding on to positions for dear life. Crab vibes strong.
At the same time, if you feel like you have secured a great entry and are ok with going through chop eyeing that Q4 bull, it might be wise not to overtrade.
Or a bit of both. Good luck to all.
stay safe homies,
Hix0n š«”
Reply