ROLLUP: Crypto Momentum | Regime Shift? | Payments War | Prediction Boom | SBF on Netflix

Bullish:

• $BTC - Bitcoin showing strength during geopolitical conflict, outperforming gold and equities with institutional inflows returning.

  • “Bitcoin used to be the first risk asset to get nuked on geopolitical conflict. Not anymore. In fact, it is outperforming gold since the start of the war. Regime shift?”

    Ryan·12:54

  • “Since the war in Iran started, Bitcoin has been up like 16%. Meanwhile, the NASDAQ has been down and gold has been down.”

    Ryan·11:47

  • “net inflows in 12 US listed spot Bitcoin ETFs topped 763,000,000 last week”

    Ryan·13:57
• $XRP - XRP explicitly classified as a commodity by SEC, winning its long regulatory battle.

  • “With the SEC explicitly classifying XRP as a commodity, You just have to say ripple one with this questline they ends in a win for ripple.”

    David·27:46

  • “this document clearly says XRP is a commodity”

    Ryan·28:14
• $DEFI - Regulatory clarity from SEC/CFTC creating massive opportunity for DeFi and crypto innovation with safe harbors for token issuers.

  • “This is rulemaking coming from them that gives us the thing we've always asked for, which is some clarity. Tell us which assets are securities and which aren't in crypto, and they're actually doing that by name. I think this is, one of the biggest things I've actually ever seen on the regulatory front happen in crypto. Insanely bullish.”

    Ryan·0:13

  • “They just went out and just said which tokens are commodities and which are not securities. Basically, nothing is a security.”

    David·0:35

  • “This is everything crypto has asked for, but now we're actually getting the SEC pushing old TradFi organizations like the DTCC to tokenize on chain.”

    Ryan·39:13

Bearish:

• $GLD - Gold underperforming Bitcoin during geopolitical crisis and correcting from euphoric highs.

  • “gold has been doing this very euphoric bubbly run up thing that popped at 5,500 ounces for gold, like a little over a month ago. Yeah. And it kind of just seems to be correcting and down trending from that very high point.”

    David·13:11

  • “Gold is down even more than like the 8% since the start of the war.”

    David·11:58