Tariffs, Trump, Ticking Timelines and Peace-ish
What a week! Tokenized stocks, Solana ETF launch, 1,000x leverage, and $50B in BTC shifting to institutions. Here’s what just happened.
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Hey there, Comeback Crusaders!
You’re reading the Hodl Report, where the charts are green, the vibes are high, and yes… we’re so back, we’ve already started mentally shopping for Lambos. 🛒
This week we’re covering:
Macro check-in: Fresh data dropped… time to overanalyze 🌎
Adoption wins: Big moves & innovation for crypto 💡
Top news, minus the blah blah blah 📰
Memes to keep the dopamine flowing 😂
We’re so back. Probably. Hopefully. Let’s find out. 🚀
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Happy July 4th! 🎉
Would have been nice to celebrate with a fresh new Bitcoin ATH.
We’re this close!
And yet crypto still feels like it’s dragging its feet…
Why?
Because macro chaos has been holding it back, even though demand is screaming for prices to go higher.
From war headlines to Powell’s refusal to cut rates, and now the looming July 9th tariff deadline, macro events have kept prices suppressed… for now.
Rate cut odds dipped this week thanks to a stronger jobs report.
Great for the economy, bad for liquidity hopes.
Treasury yields jumped.
Powell’s still playing it safe.
But Bitcoin?
Doesn’t care.
It's shrugging off the noise and powering forward, just 1% off a new all-time high.
The biggest upcoming catalyst? Tariffs.
July 9 marks the end of Trump’s 90-day pause.
Will he extend, reduce (TACO), or drop the hammer?
If big trade deals drop this week (like the new deal with Vietnam), expect pumps. The bigger the country, the bigger the fireworks.
Meanwhile, Wall Street keeps buying. Bitcoin dominance is stuck above 64%, and OGs are slowly selling into the hands of corporations and institutions.
Don’t be the one panic-selling your bags to BlackRock.
Macro is driving everything right now.
But with the GENIUS Act passed, BBB approved, and liquidity tracking back to the M2 trendline, expect Bitcoin to be setting some new ATHs in the coming days.
Bitcoin shines first. Alts will follow… eventually.
So stay patient, stay informed, and stay ready to rotate.
Let’s enjoy the climb while keeping an eye on the next storm clouds. Tariff Tuesday could get spicy.
In the meantime, here’s your weekly hopium hit, and it’s a strong one.
TLDR: no charts needed, this week was a banger.
Massive headlines and major moves. 👇
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The Week Crypto Went Full TradFi… and Full Degen
If you blinked this week, you probably missed at least five major headlines.
The floodgates have opened. From ETFs to tokenized stocks to TradFi heavyweights jumping headfirst into crypto… this week was pure jet fuel. 🚀
Robinhood Goes On-Chain (Kinda)
Robinhood just fired a huge shot: offering tokenized private equity trading on-chain. First up? SpaceX and OpenAI. It’s running on Arbitrum for now, but they’re building their own Ethereum Layer 2 to scale. TradFi meets crypto rails… and the crowd goes wild (except OpenAI, who’s denying any official involvement… classic).
Solana ETF (With Staking) Hits Wall Street
The REX-Osprey Solana + Staking ETF launched on the CBOE and immediately racked up $33M in day-one trading volume and $1M AUM. Even better, this ETF pays out a juicy 7.3% staking yield monthly. It’s the first US spot ETF for an altcoin other than ETH and the first ETF to include staking. Huge.Standard Chartered Goes Full Bull Mode
Big banks are waking up. Standard Chartered just doubled down on their ultra-bullish call:
$135K BTC by Q3, and
$200K BTC by year’s end.
Catalysts? ETF inflows, corp treasury demand, the GENIUS Act, and maybe even Powell getting the boot. Polymarket agrees, kinda. The prediction market gives a 55% chance of BTC hitting $130K this year. $200K? Still spicy at 13%.BlackRock Confirms: BTC ETF > S&P 500 ETF
Let that sink in. BlackRock’s Bitcoin ETF is now generating more revenue than their S&P 500 ETF. Welcome to the new normal.
Massive TradFi Endorsements
Ric Edelman, who manages $300B for over a million clients, says the quiet part out loud: crypto isn’t speculative anymore. He’s recommending a 10 - 40% allocation.
Owning crypto is no longer a speculative position; failing to do so is.
Larry Fink who?
Treasuries Keep Stacking
Strategy, Metaplanet, and now even ETH and SOL-focused treasuries are buying like there’s no tomorrow.
Saylor is getting cocky taunting the latecomers and reminding them they’ll get the price they deserve.
Degen Mode: 1,000x Leverage
If all of this sounds too TradFi for you, fear not. A Hyperliquid app just rolled out 1,000x leverage on some contracts. Yes, you read that right. 1,000x leverage! One click and one minute to glory… or to liquidation.
But Where’s the Pump?
Despite all this bullish news, BTC price action is... slow.
Why?
Retail is selling, and institutions are scooping up the bags.
Over 500K BTC (roughly $50B worth) has quietly shifted from OG whales to corporate balance sheets and ETFs in the past year.
Bitcoin’s volatility is now at a 2-year low. Welcome to the institutional era!
TLDR: The game has changed.
Retail’s out, institutions are in, and the rules are being rewritten - on-chain.
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Hodl Headlines
The Week’s Most Interesting News
Bitcoin OGs Selling to Wall Street Are Capping Price, Analysts Say: Long-time Bitcoin holders are reportedly offloading BTC to institutional buyers, creating selling pressure. Analysts say this activity is slowing Bitcoin’s move toward new all-time highs.
Kazakhstan to Establish State Crypto Reserve: Kazakhstan is launching a national crypto reserve to diversify its state assets. The move follows the country's growing embrace of mining and digital finance infrastructure.
Germany’s Largest Banking Group Launches Bitcoin Trading: Sparkassen, Germany’s largest banking group, has officially launched Bitcoin trading for retail clients. The rollout signals a major shift in European banking toward mainstream crypto adoption.
Law Firm Seeks to Serve $440M Crypto Lawsuit via NFT: Burwick Law is seeking court approval to serve a $440 million crypto fraud lawsuit using an NFT. The approach marks a novel use of blockchain in the legal system.
IMF Rejects Pakistan’s Proposal to Subsidize Bitcoin Mining: The IMF has rejected Pakistan’s plan to subsidize electricity for Bitcoin mining, citing economic and environmental concerns. The decision could stall Pakistan’s crypto pivot.
Strategy Hit With Investor Lawsuit Over BTC Strategy Risks: Michael Saylor’s firm, Strategy, is facing a lawsuit from investors alleging it misled them about the risks of its aggressive Bitcoin purchases. The case could have implications for other corporate BTC holders.
First U.S. Solana Staking ETF Launches With $12M Inflows: The first U.S.-based Solana staking ETF debuted with $12 million in inflows and $33 million in trading volume. The product allows investors to earn SOL staking rewards through traditional brokerage accounts.
JPMorgan Blockchain Unit Eyes Tokenized Carbon Credits: JPMorgan’s Onyx division is exploring the tokenization of carbon credits, aiming to bring transparency and liquidity to ESG markets. The project could reshape how corporations track and trade emissions.
Tom Lee to Launch “MicroStrategy of Ethereum”: Wall Street strategist Tom Lee is launching a company designed to become the “MicroStrategy of Ethereum,” focused on long-term ETH accumulation. The firm plans to attract institutional investors looking for direct ETH exposure.
South Africa’s Eskom Eyes Bitcoin Mining With Excess Energy: South African utility giant Eskom is considering using excess power for Bitcoin mining, turning energy surpluses into revenue. The plan is part of broader efforts to modernize the country’s energy and finance sectors.
Big thanks for making it to the end of this week’s Hodl Report! 👊
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Happy Friday!
Disclaimer: The content from Hodl Report should not be taken as trading, investment or financial advice or solicitation to buy or sell any assets. This newsletter is for informational and educational purposes only. Please be careful out there and DYOR (do your own research)