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Kyle Chassé / DD🐸
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My life trying to convince people to upgrade their lives.
Tradfi vs us
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Kyle Chassé / DD🐸
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HOLDERS STILL HOLDING Old coins aren’t moving. Despite BTC nearing ATHs, long-term holders (3–7y) are staying put. No panic. No spike in young coins. Just conviction. That’s how you make it in this game.
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BLACKROCK SOLD 1,250 BTC Smart money rotates. BlackRock just sold 1,250 $BTC. A small clip for them. But signals a shift in positioning. Is it profit-taking? Rotation to $ETH? Or just the unwind of the basis trade? Either way: Watch what they do, not what they say.
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FED PIVOT INCOMING? The last CPI came in at just +2.3% YoY. Unemployment is steady around 4.2%. Fed officials say if inflation keeps cooling and jobs stay strong, rate cuts are on the table later this year. That’s rocket fuel for Bitcoin.
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🇺🇸TRUMP TARIFF PAUSE EXTENDED The pause on some 🇨🇳Chinese tariffs has been quietly extended to August 31st. Markets haven’t priced this in yet. More inflation risk? Or just election optics? Either way, it’s a key macro signal to watch.
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BLACKROCK CLIENTS WANT BITCOIN🤯 Jacob Jay says clients are asking about Bitcoin. When the world’s largest asset manager talks demand, it’s not just retail. It’s pensions, governments, institutions. The quiet accumulation phase is already underway.
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