تغريدة مثبتة
I’ve conferred with Charles Hoskinson and he thinks I should name my Labubu “No Go” 🤔
Now I need Sandeep from @0xPolygon to give me his opinion for comparison purposes 🤣
English
NoFuture
63.1K posts
NoFuture
@nofuture
I make web3 content! Co-Host of "The Hangout"
Nashville انضم Şubat 2015
3.7K يتبع12.3K المتابعون
Good Morning to the Good Vibes
Strength does not come from physical capacity. It comes from an indomitable will. - Mahatma Gandhi
Join @Nofuture on The Hangout:
→ AM Show @ 10 am EST 🔗👇
Overall Market Mood: bearish
Most Discussed Narratives
→ BTC sliding toward $62K
→ $60K support risk
→ Record BTC ETF outflows
→ Large BTC options expiry
→ US CBDC ban
→ Ethereum Foundation restructuring
→ Digital euro progress
→ Franklin Templeton crypto expansion
→ Prediction markets
→ Tokenized real-world assets
What Crypto Twitter Is Focused On Right Now
→ Mostly focused on downside risk.
→ BTC is still above the major $60K support area, but ETF outflows, weak tech stocks, and poor altcoin performance are keeping traders defensive.
→ The policy side is more mixed. The US CBDC ban is being treated as a win by crypto supporters, while Europe’s digital euro progress shows that governments are still moving toward state-backed digital money.
→ Long term, institutions are still building. Franklin Templeton, BNY, and tokenization projects show that big finance has not walked away from crypto, but that is not enough to fix weak short-term price action.
🔴 High Severity
BTC Slides Toward $62K
→ BTC dropped toward $62K as the tech and semiconductor selloff dragged risk assets lower. This matters because BTC is sitting close to the $60K support zone, and another break lower could shake confidence fast.
→ Sentiment: bearish
ETF Outflows Hit Record Pressure
→ US spot BTC ETFs have seen more than $6B in net outflows over the last 30 days. This matters because ETF demand was a major bull-market driver, and weak flows show institutions are still de-risking.
→ Sentiment: bearish
Options Expiry Adds Volatility Risk
→ Roughly $10.6B in BTC options are set to expire, with many positions currently out of the money. This matters because traders may see sharper moves around the $60K support and $80K upside levels.
→ Sentiment: mixed
CBDC Ban Moves To Trump
→ The US House passed a bill banning the Federal Reserve from creating a CBDC until 2030, after the Senate already approved it. Crypto Twitter sees this as a privacy win, but it does not solve wider crypto regulation.
→ Sentiment: bullish
🟠 Medium Severity
Ethereum Foundation Cuts Staff
→ The Ethereum Foundation laid off about 20% of its workforce as part of a restructuring plan. This matters because ETH traders are watching whether the reset helps long-term development or signals deeper internal pressure.
→ Sentiment: mixed
Digital Euro Advances In Europe
→ The ECB’s digital euro plan moved forward after winning support in a key European Parliament vote. This matters because the CBDC debate is heating up globally while the US moves in the opposite direction.
→ Sentiment: mixed
Franklin Templeton Builds Crypto Division
→ Franklin Templeton closed its 250 Digital acquisition and launched a dedicated Franklin Crypto division. This matters because major asset managers are still building crypto infrastructure despite weak short-term market sentiment.
→ Sentiment: bullish
Prediction Markets Keep Expanding
→ Cboe launched a prediction market suite using binary option contracts on the S&P 500. This matters because prediction markets are becoming a bigger finance narrative, even outside crypto-native platforms.
→ Sentiment: bullish
🟢 Low Severity
Altcoins Bleed Harder Than BTC
→ ETH, SOL, DOGE, XRP, and HYPE fell harder than BTC during the latest risk-off move. This matters because traders are becoming more selective and less willing to chase altcoin rallies.
→ Sentiment: bearish
Tokenization Narrative Stays Alive
→ BNY, Franklin Templeton, and even crypto critic Nouriel Roubini are tied to fresh tokenization discussions. This matters because real-world assets remain one of the stronger long-term narratives while spot crypto prices look weak.
→ Sentiment: bullish
English
GM to Taco and Tequila
Tacos teach an important lesson: life is better when you stop overthinking and enjoy what’s in front of you.
Join @Nofuture on The Hangout:
→ AM Show @ 10 am EST 🔗👇
Join @0xSquirrels @0xBricks @MrGreenity ? and me on The Hangout:
→ Anime Hour @ 8 pm EST 🔗👇
Overall Market Mood: bearish
Most Discussed Narratives:
→ BTC falling below $63,000
→ Broader technology and risk-asset weakness
→ US CBDC ban
→ Quantum-resistant security
→ UK stablecoin regulation
→ Binance and the MiCA deadline
→ Franklin Templeton’s crypto expansion
→ Solana payments adoption
→ Weak altcoin performance
→ Long-term BTC accumulation
CT is mainly focused on price weakness.
→ BTC is trading near the lower end of its recent range, ETH and SOL are falling faster, and traders are debating whether the market is consolidating or preparing for another move toward the June lows.
→ The CBDC ban, softer UK stablecoin framework, Franklin Templeton expansion and MoneyGram’s Solana involvement all support the long-term adoption story, but those developments are not strong enough to outweigh weak short-term price action.
The key levels being discussed are roughly $62,000 as immediate BTC support and $65,500–$66,000 as resistance. Until buyers reclaim that upper range, the market is likely to stay defensive and altcoin rallies may remain short-lived.
HIGH SEVERITY
BTC Slides With Risk Assets
→ BTC fell below $63,000 as investors pulled back from technology stocks and other risk assets, while ETH and SOL suffered even larger losses. The drop matters because BTC failed again near resistance, leaving traders focused on whether support around $62,000 can prevent a deeper selloff.
→ Sentiment: bearish
Senate Passes CBDC Ban
→ The US Senate passed a housing bill that bans the Federal Reserve from creating a CBDC until 2030. Crypto supporters see this as a privacy win, although the bill still requires House approval and does not settle wider market-structure issues.
→ Sentiment: bullish
US Sets Quantum Migration Deadline
→ President Trump signed executive orders establishing a 2031 deadline for government systems to migrate toward post-quantum security. The announcement matters to crypto because future quantum threats could force major networks and wallet providers to upgrade their security models.
→ Sentiment: mixed
MEDIUM SEVERITY
UK Softens Stablecoin Rules
→ The Bank of England dropped proposed individual holding limits and introduced a £40 billion issuance cap for each major sterling stablecoin. The changes make the framework less restrictive, but some industry voices still believe the UK could struggle to compete with other markets.
→ Sentiment: mixed
Franklin Templeton Expands Crypto Business
→ Franklin Templeton completed its acquisition of 250 Digital and created a dedicated investment division called Franklin Crypto. This matters because another major asset manager is building permanent crypto infrastructure instead of treating digital assets as a temporary product trend.
→ Sentiment: bullish
Binance Faces European Licensing Risk
→ Questions are growing around Binance’s ability to secure authorization before Europe’s MiCA transition period ends on July 1. A licensing setback could disrupt some European services, although euro trading accounts for only a small share of Binance’s global spot volume.
→ Sentiment: bearish
MoneyGram Joins Solana Network
→ MoneyGram has joined Solana as a validator, expanding its direct role in blockchain infrastructure. The move strengthens Solana’s payments narrative and shows that established financial companies are becoming active participants in the network.
→ Sentiment: bullish
LOW SEVERITY
Long-Term BTC Holders Keep Accumulating
→ On-chain discussion remains focused on falling exchange balances and continued accumulation by longer-term holders despite weak ETF demand. Bulls view this as quiet positioning, but it has not yet produced enough buying pressure to break BTC out of its June range.
→ Sentiment: mixed
Altcoins Take Heavier Losses
→ ETH, SOL, HYPE, DOGE and several other major altcoins fell faster than BTC during the latest risk-off move. Traders are becoming more selective because another failed BTC recovery would likely place even more pressure on smaller assets.
→ Sentiment: bearish
Prediction Markets Keep Expanding
→ Pantera Capital led a $6 million funding round for TurboFlow, a platform aiming to build an Asia-Pacific version of Kalshi. The deal is keeping prediction markets in the conversation, although the narrative remains smaller than today’s macro, regulation and BTC discussions.
→ Sentiment: bullish
English