SviatoslavGusev

🎁 Стикеры — свежий хайп в TON-сфере

Пока все обсуждали успехи в подарках, на горизонте внезапно выстрелил другой сегмент — стикеры. Инвесторы и коллекционеры резко переключились, и деньги потекли туда рекой.

Еще весной дневной объем торгов по стикерам еле-еле дотягивал до $50K, а теперь легко штурмует $500K+ в сутки.

✔️Цифры сектора сейчас выглядят так:

• общая капитализация — около $27,5 млн
• торговля за 24 часа — $2,8 млн

🔼Что может еще сильнее раскачать рынок стикеров:

• возможность прикреплять стикеры к профилю в Telegram
• запуск официальной витрины с ончейн-функционалом — например, превращение стикеров в NFT и обратно
• «прокачка» стикеров — появление уникальных атрибутов
• формирование фан-баз и сообществ вокруг отдельных паков + бонусы от команд

🔽Что может навредить:

• если Telegram решит сам выпускать «официальные» стикеры — это может утопить ценность текущих коллекций, как это было с подарками.

🛒 Где брать:

• Sticker Pack — новые коллекции, покупка за Stars
• SMOService — тут звёзды без KYC
• Palace — маркетплейс на TON для перепродажи
• Terminus — децентрализованная платформа на TON

Golden visa of the UAE for $135k through TON? CZ is interested!

CZ, the founder of Binance, supported Pavel Durov on X and expressed interest in the idea of a golden visa for the UAE through TON. He is ready to implement something similar for BNB if the information is confirmed. But there are doubts: some call it a scheme where for $35k they just pass the application to an agent (the usual price is $1k).

The CEO of TON Foundation assures: everything is real! He suggested to CZ to discuss the details in private. We suggest that Binance buy 1 billion TON and launch a program: exchange TON for golden visas for BNB holders (at least, in the wet dreams of Toncoin holders, such discussions have been observed in chats all last week).

The only thing that disappoints me is that our countries do nothing to bring back citizens who have left, I hope this will change, and personally, I plan to go into politics in the future, including to solve such problems.

And will the golden VISA really be?

CZ, the founder of Binance, wrote on X (Twitter) that he supports Durov and stated that if it's true, he will definitely try to implement it on BNB as well. But, as we know from closed sources, Pavel Durov already has everything arranged.

However, Changpeng Zhao (CZ) is still skeptical about the reliability of the information regarding the UAE residency from TON for $135k, saying:

Some say this is just a scheme where they charge you $35k for passing the application to an agent, who usually takes only $1k.

The CEO of TON Foundation assured him that it's true, asking him to write privately for clarification.

We suggest CZ buy a billion TON on his exchange to exchange them for golden visas for BNB holders.

$TON and Golden Visas: Can a visa for Dubai boost token growth?

In the UAE, the opportunity to obtain a 10-year residence permit through three years of staking TON tokens has been launched (those in the entrepreneurial community have known about this for several months).

⭐️ In Dubai, about 150,000 golden visas are issued annually. If at least 10% of these residents decide to use TON as a pathway to obtaining a visa, then up to $1 billion could be sent to staking.

For comparison: currently, the volume of TON in circulation is about $2.5 billion. A potential freeze of such a portion of tokens could significantly reduce the supply in the market and create a foundation for price growth.

🇦🇪 The Golden Visa through TON remains a potential catalyst for now. If the initiative gains support, and staking becomes part of the visa package, it could attract new liquidity, balance current sales, and give the asset a second wind.

CZ (former head of Binance) commented on the initiative cautiously: “At the moment, I have not seen official confirmation from the authorities. It's interesting, but it’s too early to draw conclusions.”

What will happen to Tether after the passage of the GENIUS Act?

The US Senate has approved the GENIUS Act, the first comprehensive law on stablecoins. Now, the issuance of digital dollars is allowed only for companies that meet strict requirements: 100% reserves in cash and treasury securities, external auditing, transparency, and accountability. GENIUS transforms stablecoins from chaotic "knee-jerk coding" into a strictly licensed instrument. And the main question now is: what will happen to the market leader Tether?

Where is the money invested? 🔍

Most of the assets are placed in the most reliable instruments:

– $120 billion: in US treasury securities;
– $7.3 billion: in Bitcoin (82,454 BTC);
– $6.6 billion: in physical gold;
– The rest – liquid deposits and short-term instruments.

🃏 What about auditing and transparency?

A full report on assets and liabilities is published every quarter. It is conducted by BDO Italia, an independent international auditing company. The reports record all classes of assets, sources of income, and current liabilities. It is also interesting to see how $RUBx from (RT-Pay) by Fade Wallet and Rostec will perform in this context.

Startups are losing money in $TON and #Telegram

Conflicts between co-founders are a normal part of startup life, especially in the early stages. Everyone is highly involved, roles overlap, and there is a lot of uncertainty. But the problem is not in the conflicts themselves, but in how you handle them.

I read the article Founder's Psyche about the Trust Loop — a cycle that helps maintain (and repair) trust within the team. Here’s what founders should know and take to heart.

🟢 First, it’s not the work process that cracks, but trust
One person didn’t say, another didn’t clarify, a third made conclusions for everyone. That’s how tension arises. And it rarely explodes loudly — it more often just falls silent.

🟢 Trust is not “we are friends”
It’s “I believe that you can make decisions in the interest of the company, even if I don’t agree with them.” And if there is no such trust — everything else relies on a gentleman’s agreement.

🟢 Work cycle:
trust → honesty → clarity → responsibility → trust again.
This is the Trust Loop. It usually breaks at the moment when someone remains silent, doesn’t check, doesn’t clarify, doesn’t explain.

🟢 A real alarming sign — silence
When someone stops discussing important issues and retreats into tasks.

$BTC > Bitcoin 109 thousand dollars!

From interesting news: the US Senate approved an ambitious tax package from the Republicans - Big Beautiful Bill (BBB). Now it's the House of Representatives' turn.

The debt ceiling will have to be raised again, otherwise a default will occur. This already entails risks of a crisis of confidence in the markets.

📦 What the upcoming law carries:

• Preservation of benefits for wealthy citizens and corporations
• Tax cuts for businesses and the middle class
• Increased defense spending
• Reduction of social programs: insurance could be denied to up to 12 million people
• No concessions for crypto - all promises have been cut
• As a result, the law will increase the national debt by $3.3 trillion over 10 years

Tax incentives will support consumer demand, while increased spending will stimulate the economy, which plays to the advantage of crypto. In the long term, rising inflation and pressure on the dollar will increase interest in gold and other safe-haven assets. But crypto is still outside priorities - not a single concession has been adopted. Regulatory uncertainty still remains.

📣 Key events of the upcoming week

Mon, June 30
16:45 Chicago Purchasing Managers' Index (PMI)
17:00 Speech by Bostic, FOMC member
18:00 New podcast — Denis Nyrkov (Union of Bloggers) and Svyatoslav Gusev (TON)

Tue, July 1
⭐️ 16:30 Speech by the head of the Federal Reserve Mr. Powell
⭐️ 16:45 Manufacturing Purchasing Managers' Index (PMI)
17:00 Construction Spending
17:00 Employment Index in the Manufacturing Sector from ISM
⭐️ 17:00 Manufacturing Purchasing Managers' Index (PMI) from ISM
17:00 Price Index in the Manufacturing Sector from ISM
18:00 Launch of the DEX aggregator for TON in Web2 and Web3 format
⭐️ 17:00 Number of Job Openings in the Labor Market JOLTS
20:00 GDPNow from the Atlanta Fed
23:30 Weekly Crude Oil Inventories from the American Petroleum Institute (API)

Wed, July 2
⭐️ 15:15 Change in Non-Farm Payrolls from ADP
⭐️ 17:30 Crude Oil Inventories
17:30 Data on Excess Oil Stocks in Cushing (Oklahoma)

Thu, July 3
Public holiday in the USA - Independence Day
(Early Closing at 13:00)
⭐️ 15:30 Average Hourly Earnings
15:30 Total Number of Individuals Receiving Unemployment Benefits
15:30 Export Volume
15:30 Import Volume
by Ros.Media in partnership with Sites.Reviews

🏠 Mortgage with Bitcoin? Welcome to the new financial reality

The Federal Housing Finance Agency (FHFA) unexpectedly opened the door to the future: Bitcoin and crypto can now be considered when issuing mortgages. Yes, officially.

If you have crypto on a regulated American exchange, then Fannie Mae and Freddie Mac (government agencies responsible for buying and standardizing mortgages in the US) must consider it as assets when assessing creditworthiness.
And importantly - there is no need to sell; only the coins themselves are taken into account.

🔍 What does this change?

• Crypto ceases to be "off the system" and becomes a full-fledged financial asset
• BTC in the wallet = creditworthiness for the bank
• Fannie and Freddie are already developing real mechanisms to integrate crypto into mortgage standards

For now, this is not a final law but a working assignment - but the direction has been set.
This is not a test - it is preparation for the integration of crypto into the traditional lending model.

💬 Conclusion:

This is not just a bureaucratic amendment. This is real integration of crypto into the classic financial system of the US. Mortgage with BTC, stablecoin in reports, DeFi tokens in reserves - sounds like science fiction…

The Fed kept the rate unchanged. But the show goes on 🍗

On June 18, the Fed maintained the rate, not giving the markets a signal for easing. The QT program (liquidity tightening) has also continued.

The wording is neutral, but the tone is getting tougher: Powell clearly indicated that the rate will not be lowered 'at Trump’s request'.

💬 Political background:
Trump once again lashed out at the head of the Fed, calling him a 'brake' and 'dull', demanded an urgent rate cut, and stated that he would have handled it better himself.

What did Powell respond?

• The rate remains,
• We are in no hurry to lower it,
• We await greater confidence that inflation is indeed decreasing,
• A new risk factor is the introduction of tariffs, which could drive prices up.

🔍 What does the Fed actually look at when making decisions?

• Inflation (CPI and Core CPI)
• Labor market (unemployment rate, non-farm payrolls)
• Economic growth rates (GDP)
• Personal Consumption Expenditures Index (PCE) — this is the main benchmark for inflation

Right now, all of this is in a borderline state — the numbers do not provide a clear reason for either easing or tightening.

🇺🇸 Powell: rates are currently on pause, but why are the markets soaring?

The head of the Fed spoke before Congress and gave the market a soft signal: inflation is slowing, the economy is stable, and rates may be lowered later this year - if trends continue.

Key points from Powell's speech:

🔻 Inflation and tariffs:
Tariffs may drive up prices, but the Fed will not respond to isolated spikes. This means that plans to lower rates will not be disrupted.

🪙 On the rate:
There will be no immediate reaction, but a reduction is possible with easing inflation, a decrease in new job creation, and if tariffs impact the economy.

📊 Economy:
• There is no recession; the economy is growing moderately and steadily.
• Treasury yields are under pressure.

⛏️ Crypto:
• Banks can work with crypto companies if they comply with regulations.
• The Fed does not plan to intervene - and this is positive.

🔍 What the market thinks:
• Easing of Fed policy is becoming increasingly likely in the fall.
• Treasury yields are declining along with the rate → interest in riskier assets is rising.
• A weaker dollar = bullish signal for BTC and commodities.

📈 Conclusion:
Powell made it clear: the course is towards a soft landing.

🟢 LONG #UNI $UNI

⌛Time Frame: 4H

💰Current price: $6.89

The price has settled above a strong level at $6.74 and continues to move in an upward trend.
A long position can be considered from the current values up to the next strong level at $7.6.

The further area of interest after settling above the level at $7.6 is the 4H order block in the range of $8.2-8.3.

Trump as an Architect of Conflicts: Trade, Blackmail, and 'Peace' in His Style

Since 2025, Donald Trump is back in the White House and is once again dictating the rules to the world, but no longer through diplomacy, but through ultimate control. His main lever is trade as pressure, and now he is using it not only for tariffs, but also... to 'negotiate' with entire countries.

🔭 Why is this important?

1. 'Make the Middle East Great Again' – a quote that says it all.

Against the backdrop of escalation between Iran and Israel, Trump states: 'They will reach an agreement like India and Pakistan once did. I am using TRADE to bring reason and stop the conflict.' And this is no joke – closed calls and meetings between the parties are already underway.

2. The formula 'trade in exchange for peace' – a personal brand.

– India vs. Pakistan
– Serbia vs. Kosovo
– Egypt vs. Ethiopia (conflict over the dam on the Nile)

All these conflicts, according to Trump, were 'stopped' through economic levers: 'I used trade with the USA to make the parties sit at the table.' This is no longer just soft power. This is blackmail as diplomacy.

3. Current effect: geopolitics on pause, markets – in panic.

Since I am currently busy working on the Terminus project, I have no time for publications about the stock market at all. But I will gladly analyze #ETH

🟢 LONG

⌛Time Frame: 1D

💰Current Price: $ 2552

The price is in a range, forming a local accumulation zone in the shape of a rectangle. The nearest area of interest after the price exits the range is the daily imbalance in the $3000 zone.

After covering the imbalance, we may see the price in the area near the strong level at $3400, which is quite possible given the strong fundamental background in the form of inflows into spot $ETFs and mass purchases by whales.

We will consider going long until the price secures below the lower level of the range at $2380 for Ethereum.

Trading volumes on exchanges continue to decline, while retail trading remains hesitant.

Despite the fact that the price of Bitcoin is close to historical highs, trading volumes on exchanges remain at multi-year lows, indicating low interest in trading.

Part of this low volume is due to a larger share of spot ETFs in the overall trading volume of Bitcoins, but a significant portion is still due to low interest in altcoins.

This low volume does not coincide with periods of euphoria or high demand for cryptocurrencies and Bitcoin, indicating that the current structure of Bitcoin is being shaped more by conscious distributors rather than inexperienced speculators.

It will be necessary to monitor these peaks of activity, as when we see a return of this demand, we are likely to be close to a new local peak.

Continuing the analysis of tokens and coins #LINK

🟢 LONG

⌛Time Frame: 1D

💰Current price: $ 13.16

There are many solid levels below, but to avoid rushing the decision, it will be more interesting to consider searching for a position only after a reaction from last week's minimum ($PWL).

It is quite possible that before Monday this level will be removed first from the key ones. The target is short: 15.7–16$.

P.S. More setups on altcoins and analytics are available in our community led by Gusyev Svyatoslav and Libermall with the support of the TON exchange Terminus.

📣 And more events of the current week

Thu, June 19
USA Holiday - Juneteenth
15:30 Total number of individuals receiving unemployment benefits
⭐️ 15:30 Number of initial claims for unemployment benefits
22:22 Launch of DEX platform based on terminus.finance by the Libermall team
23:30 Fed's Balance Sheet
23:45 News from TON Community and Telegram

Fri, June 20
⭐️ 15:30 Manufacturing Activity Index from the Philadelphia Fed
15:30 Employment Index from the Philadelphia Fed
17:00 Leading Economic Indicators Index in the USA
20:00 Number of active drilling rigs from Baker Hughes
22:22 Update of the payment system Tegro.Money and the second version of the token $TGR

📣 Key events for the upcoming week

Mon, June 16
2:00 PM Monthly OPEC report
3:30 PM NY Empire State Manufacturing Index
5:30 PM Launch of the second version of SMOService.Media and preparation for the $SMM token minkt
8:00 PM Auction for the placement of 20-year Treasury bonds

Tue, June 17
11:00 AM Monthly IEA report
⭐️ 3:30 PM Core Retail Sales Index
3:30 PM Export Price Index
3:30 PM Import Price Index
3:30 PM Retail Sales Control
⭐️ 3:30 PM Retail Sales Volume
4:15 PM Industrial Production Volume
5:00 PM Inventory of Goods
5:00 PM Retail Inventories Excluding Autos
8:00 PM Auction for the placement of 5-year TIPS
8:00 PM GDPNow from the Atlanta Fed
11:30 PM Weekly Crude Oil Inventories from the American Petroleum Institute

Today I want to discuss #Solana $SOL

🟢 LONG (expecting position growth)

⌛Time Frame: 4H

💰Current price: $ 145.8

There was already the first reaction from the level 0.5, but we returned to this zone where purchases can be considered. Up to 113$ it will still look long.

Cancellation upon a drop and consolidation below $95. The emergence of new meme tokens or the rise of previously issued ones will only strengthen my forecast.

📣 Key events of the upcoming week

Mon, June 9
20:00 GDPNow Atlanta Fed
US-China trade talks in London

Tue, June 10
19:00 Short-term outlook for energy markets from EIA
20:00 Auction for 3-year Treasury notes
23:30 Weekly crude oil inventories from the American Petroleum Institute (API)

Thu, June 12
15:30 Total number of individuals receiving unemployment benefits
15:30 Core Producer Price Index
⭐️15:30 Number of initial claims for unemployment benefits
⭐️15:30 Producer Price Index
19:00 WASDE Report
20:00 Auction for 30-year Treasury bonds
23:30 Fed's Balance Sheet

Fri, June 13
17:00 Expected inflation from the University of Michigan
17:00 Consumer inflation expectations index in the US for 5 years ahead from the University of Michigan
17:00 Consumer expectations index from the University of Michigan
17:00 Consumer sentiment index from the University of Michigan
20:00 Number of active drilling rigs from Baker Hughes

Sat, June 14
Military parade in the US in honor of Donald Trump's birthday and the anniversary of the US Army

Sun, June 15
G7 Summit in Canada - day one, which will undoubtedly affect $BTC #Bitcoin