$ETH 🔥ETH > $4200, and Arthur Hayes believes that the USA will print $9 trillion in the next 2-3 months, and some of it will go into crypto.
Here are the main arguments he presented in a recent interview:
The USA is in a debt trap
⚪️Just to rescue the mortgage market (Fannie & Freddie) about ~$5T is needed. Plus adding the bank rescue - we get an even larger amount. Hayes says: "This is not a matter of opinion, but of mathematics".
Old assets are no longer needed
⚪️The baby boomer generation has to sell off assets to secure their retirement. But the younger generation is not interested in their overvalued real estate and dividend stocks.
⚪️If there is no demand for boomer assets, the government is forced to print money to create artificial demand, and supporting asset prices becomes a political necessity, not an economic choice.
Outflow of foreign capital
⚪️Many countries have started moving money out of the USA due to tariffs; when foreigners leave, the Fed remains the only buyer of assets - leading again to mass issuance.
⚪️The USA relies on a constant influx of capital, when it stops, they will always choose inflation over deflation.
#CryptoIn401(k) Historic event: Donald Trump officially signed an order opening access to $12.5 trillion in 401(k) retirement savings for investment in cryptocurrency.
According to entrepreneur David Sachs, after this step, over 90 million Americans will have the opportunity to invest their pension funds in alternative assets, including BTC, ETH, and other top crypto assets.
Actually, it's banal, but most people are so stupid that they don’t understand simple things.
ALL successful people share one thing — without this, success will never happen, no matter how hard you try.
Let me start with what everyone has who is just beginning their journey. You saw, for example, a successful young guy, found out he's an IT specialist, and decided to go into IT too. But something didn’t work out.
This is an experiment aimed at determining whether three charts (global M2, inverted DXY, and the gold chart) can predict when the next short-term price increase of BTC will start.
In the photo: 🟠Global M2 [yellow line] 🟠Inverted DXY [blue line] 🟠Gold [pink line]
Each of them has been shifted by 82 days to align with the latest price fluctuations.
This shift was chosen purely visually. A shift of ~90 days has a stronger average correlation.
Across all three charts, a synchronous increase is observed that falls on August 9-13 for BTC. Let's watch. 🍿
What are your bets on the experiment? 😈 - it will work 🤯 - pulled out of thin air#BTCUnbound $BTC
In 1999, former truck driver Arnold stood at the crossroads of retirement. Ten years remained on his mortgage (for a $300,000 home in suburban Los Angeles), and he still owed $125,000 at an interest rate of 2.5% per annum.
He had the same $125,000 that tortured him with hypotheses on what to do.
US Failure: The Secretary of the Treasury Found Himself in a Humiliating Situation After the Deal with China Fell Through
In July 2025, the United States suffered a serious diplomatic and economic blow in the trade standoff with China. US Secretary of the Treasury Scott Bessent found himself in a difficult and humiliating position after the failure of key negotiations in Stockholm, where Washington hoped to push favorable terms for itself. #MarketRebound Instead, China took a hard stance, refused to make concessions, and used the US dependency on Chinese supplies, primarily rare earth metals, as a tool of economic pressure.
This move deprived the US of leverage and demonstrated that Beijing is ready to defend its own interests without compromise.
Today, after the report, Buffett's holding shares are down -3% (in a rising market).
Here are some interesting points I noted about the reasons: 💸 Berkshire has not repurchased its own shares for the fourth consecutive quarter, despite a record cash balance of $344 billion. This pause in share buybacks has been interpreted as a lack of confidence in the current valuation of Berkshire's shares and has disappointed investors who see buybacks as a way to support their value. 💰 Berkshire has again become a net seller of shares for the 11th consecutive quarter, selling shares worth $6.92 billion and buying only $3.9 billion in the second quarter, indicating that management considers market valuations unattractive, and may signal caution regarding further caution in the stock market overall.
🤝
📊 Be careful with leverage. The market always finds a way to take it away.
Huma Finance is a payment financial network (PayFi) that uses an open liquidity stack for international payments, stablecoins, bank cards, and trade financing. It targets a market volume of over $30 trillion, aiming to accelerate the movement of funds. Huma Finance is also known as the PayFi protocol, which is backed by real assets and aimed at addressing the efficiency challenges of corporate financing payments. Companies can place receivables on the blockchain for instant access to liquidity in USDT or USDC, offering investors stable returns and management rights. Huma Finance was the 70th project on Binance Launchpool, where users staking BNB, FDUSD, and USDC received HUMA airdrops. By the end of the first quarter of 2025, the protocol processed over $4 billion in transactions on the blockchain. #HumaFinance🥰🥰
Fresh labor market data has come out, and most importantly - the NFP figures for May and June have been revised.
Why this is important: this revision collectively resulted in -258k jobs:
⚪️The NFP figure for May has been revised to +19k from +147k. ⚪️The NFP figure for June has been revised to +14k from +147k.
Now the situation in macro is actually turning upside down, as in the last three months the average increase in the number of jobs was +35k - this is the weakest hiring pace since the beginning of 2020.
The situation in the market today, keeping you updated 🫡
📣 Market - sharp decline The total capitalization of the cryptocurrency market has collapsed by 7%, to around $3.8 trillion.
📣 Bitcoin has fallen to ≈ $115,000 (down ~2.4%), Ethereum is holding the support line around $3650-3700, but is decreasing by ~3.7%, Solana - by ~4.5%. The pressure has intensified due to new American tariffs.
📣 Meanwhile, Cardone Capital bought 100 BTC amid the decline - strengthening confidence in long-term prospects.
📣 Corporate funds and crypto treasuries of firms are investing $7.8 billion mainly in ETH and altcoins - a massive institutional capital inflow.
🏷 Analytics: is ignoring the decline unwise? Forecasts for August: analysts see a potential rebound for BTC to $128,800, with a correction to $114,700 in the support zone. Alternatively, even in a weak context, August could become a key month for growth.
🏷 What does this mean? Today - a correction, but institutions are entering at cheap levels.
🔴 Option expirations, tariffs, macro risks create volatility, but major players are protecting their positions.
🔴 Regulation is moving towards pro-crypto integration, especially in the US and Asia with new taxes.
Thank you for supporting the content 😈$BTC $SOL $ETH #MarketPullback
This time, the reason is Trump himself, who has imposed the good old 10-40% tariffs on 66 countries, including Brazil, India, Japan, Israel, Turkey, the United Kingdom, and others.
The tariffs have already come into effect today. But, as we know, Trump first stirs things up, and then "cheers" the markets with agreements and deals, which causes the market to rise again. Therefore, this correction is a great opportunity for those who "missed out".#TrumpTariffs
📊 Investors are once again looking at the dollar and the USA: trend change
Global funds are massively abandoning bets against the dollar. S&P 500 and Nasdaq are hitting new highs. The dollar index (DXY) is above 104 - the first time in 2 months. Emerging markets are experiencing outflows: just in 2 weeks - minus $4.2 billion.
💡 Why this is important: - The USA is once again perceived as a "safe haven"; - Inflation in the States is stable, the economy is growing; - Trump's tariff threats undermine confidence in other countries; - China and India are losing capital inflows amid sanction risks.
📌 Conclusion: Global capital is returning to the dollar and American assets. A redistribution is starting - and it could become long-term.
P. S. In your opinion, who will win, the USA or China?
The pastor convinced the church parishioners to invest in a cryptocurrency he created by the "will of God." The money went towards vacations, expensive clothing, and home renovations.
The American clergyman and his wife launched their own cryptocurrency, claiming that the Lord Himself commanded them to do so. The crypto was supposedly going to bring blessings and prosperity to everyone who invested - and the faithful brought their money.
In this way, $3.4 million was collected, which was spent on personal needs: ● Home renovation - according to the pastor, it was God who commanded him to renovate his residence; Travel, airfare, hotels; Shopping in luxury stores.
Now the Christian crypto scammers face up to 100 years in prison.
#CryptoScamSurge $ETH $BTC The principle of the 'barbell' (English: barbell strategy) is an investment strategy that involves allocating capital to two diametrically opposite types of assets: • One 'blunt' side of the barbell — extremely conservative assets (low-risk, with minimal volatility, usually short-term bonds, for example, ETF $BIL, which invests in 3-month U.S. Treasury bills).
#以太坊十周年 China launches the world's largest hydropower project in Tibet
China has begun construction of the largest hydropower plant on the Yarlung Zangbo River in Tibet. The total cost of the project is about 1.2 trillion yuan (~$170 billion). Five cascading dams are planned, with a capacity equal to the annual production of England.
- China's construction sector has sharply risen: shares of cement and explosives manufacturers jumped to the daily maximum gain (+10%). - Raw material markets reacted with growth - iron ore futures reached a 4-month high. - Chinese bonds strengthened.
Risks and countermeasures - India and Bangladesh raised alarms: the project may affect the water supply of the Brahmaputra, causing agricultural and climate consequences downstream. - The environmental burden is enormous: construction requires up to 30 million tons of cement and steel, bringing emissions close to 20% of the world's total. - Local residents report human rights violations: evictions, restrictions on freedom, and protests with repression.
P. S. In Mykolaiv, they are re-laying the cobblestones again 👍