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Crypto_McKenna
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Crypto_McKenna
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Dinari has secured the very first broker-dealer license approved by FINRA and SEC for the trading of tokenised equities and ETFs 1:1 backed. The is the first company that can now offer tokenised US equities to US citizens. This is a massive deal. https://www.reuters.com/sustainability/boards-policy-regulation/dinari-granted-first-broker-dealer-registration-offer-tokenized-stocks-2025-06-26/
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Saylor slowing down in rate of BTC purchases whilst price gets bid up by ETF flows. Reminder there are real buyers at $100K outside of Microstrategy and it's other imitators. Doubt these type of flows is something you see at a cycle top. $BTC
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$BTC to $150K by end of year get on the train
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The AI vertical in crypto is refusing to show any sign of strength and majority of the assets here are in a perpetual bleed. What I remain most excited on going forward is the prospect of decentralised training with protocols like Prime Intellect and Nous Research. Believe both are absolutely stellar and will crush it on secondary when they launch. But for now there are maybe 1-3 assets worth buying. Meanwhile NVDA marches to all time highs.
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This is a range bound environment and the orderbook shows it. Possible July is another slow month for $BTC whilst most Alts continue to bleed. Q3/Q4 will be positive for risk after a slow summer comes to an end with plenty of exciting TGEs.
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