BELIEVE_

For years, DeFi convinced itself that AMMs were the final form of on-chain trading.
They were simple.
They were composable.
They worked when blockchains couldn’t.
But look at the data in 2026.
Perpetual DEX volumes are climbing again. Orderbook-based designs are quietly returning. More serious capital is flowing on-chain — and serious capital does not think in bonding curves.
It thinks in price discovery.
That’s the shift most people are underestimating.
AMMs were a brilliant workaround for limited infrastructure. They solved liquidity bootstrapping when blockspace was slow and expensive. But they come with tradeoffs: slippage curves, inventory imbalance, reactive pricing instead of competitive pricing.
When volatility spikes, AMMs widen.
When demand clusters, depth thins.
When capital becomes aggressive, efficiency drops.
That’s not a flaw in AMMs.
It’s a design reality.
Now the infrastructure layer is changing.
Higher performance environments are making something else viable again: on-chain orderbooks with real matching logic.
And this is where Fogo becomes strategically interesting.
Because Fogo doesn’t read like a chain trying to out-AMM everyone else.
It reads like a chain architected for market-native structures.
There’s a difference.
On most general-purpose Layer 1s, orderbooks are just another application competing for blockspace. They coexist with NFT mints, governance calls, random token launches. That shared environment makes deep, reactive price discovery harder to sustain.
Markets hate interference.
Fogo’s positioning feels narrower and more deliberate. Instead of optimizing for maximum application diversity, it leans into the idea that trading itself is the primary use case worth structuring around.
That changes the incentives.
When the chain environment assumes adversarial, latency-sensitive activity as normal, not exceptional, design decisions become sharper. Matching logic, validator expectations, throughput discipline — all of it aligns toward one outcome: consistent market behavior.
Price discovery is not just about speed.
It’s about fairness of sequencing.
It’s about predictable execution windows.
It’s about minimizing structural advantages that distort competition.
In centralized markets, this is obsessively engineered. In decentralized markets, it’s often approximated.
Fogo’s architecture suggests it wants to close that gap.
And here’s the bigger macro layer.
In 2024, most on-chain volume was still retail-dominated. By 2026, institutional participation in crypto derivatives has expanded materially. That capital doesn’t care about narratives. It cares about microstructure efficiency.
If orderbook-native designs become viable on high-performance chains, liquidity could begin concentrating where price discovery feels cleanest.
That doesn’t require Fogo to beat every chain in ecosystem size.
It requires Fogo to win one specific battlefield: market quality.
And market quality compounds.
Tighter spreads attract flow.
More flow attracts market makers.
Market makers increase depth.
Depth stabilizes volatility.
That flywheel is stronger than broad but shallow ecosystem expansion.
There’s also a token-level implication here.
Trading-focused infrastructure generates fee dynamics tied to actual economic throughput, not just speculative staking loops. If Fogo successfully anchors real derivatives or orderbook activity, token demand could become functionally linked to transaction intensity rather than narrative cycles.
That’s a healthier alignment.
But this isn’t guaranteed.
The return of orderbooks on-chain depends on sustained performance integrity. If execution sequencing becomes inconsistent, or if latency variance creeps in, the whole thesis weakens. Orderbooks are less forgiving than AMMs. They require structural discipline.
Which makes Fogo’s ambition higher-risk — and higher-upside.
It’s easier to host AMMs.
It’s harder to engineer real-time competitive markets.
But if the next cycle favors deeper, more efficient on-chain price discovery, chains that prepared for that evolution won’t need to chase liquidity. Liquidity will move toward structural advantage.
That’s the transition we’re watching.
The conversation isn’t “which chain is fastest.”
It’s “where will serious price discovery settle?”
If decentralized finance matures, it won’t stay optimized for bonding curves forever. It will gravitate toward environments that resemble real market infrastructure.
Fogo appears to be building for that possibility.
Not louder.
Not broader.
Just structurally aligned with where trading may be headed.
And if price discovery becomes the new competitive frontier in crypto, the chains that treated it as infrastructure — not just an app — will be the ones that matter.
#fogo $FOGO @fogo

The Trump-affiliated token rose on news that a $3.5 trillion asset servicer will pilot USD1, while BTC and ETH continue to trade near multi-week lows.
What to know:
WLFI, the token linked to Trump-affiliated World Liberty Financial, jumped about 10% after a $3.5 trillion asset servicer said it would pilot the firm's USD1 stablecoin as a settlement rail for tokenized funds.At a World Liberty Financial forum at Mar-a-Lago, Sen. Bernie Moreno and Coinbase CEO Brian Armstrong urged swift passage of a U.S. crypto market structure bill, arguing clear rules are essential for maintaining American leadership in financial innovation.World Liberty Financial co-founder Zak Folkman pitched USD1 as an institutional-grade stablecoin for real-world settlement, cross-border payments and future AI-driven commerce, with real-time on-chain proof of reserves and plans to expand beyond the U.S.-Mexico corridor to as many as 40 currencies.
WLFI, the token tied to Trump-affiliated World Liberty Financial, rose roughly 10% after a $3.5 trillion asset servicer said it would test the firm’s USD1 stablecoin as a settlement rail for tokenized funds.
WLFI's uptick during the Asia morning hours was higher than bitcoin or ether, which were both down 0.5%, according to CoinDesk market data.
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The rally comes as speakers at the World Liberty Financial forum at Mar-a-Lago on Wednesday pitched stablecoins as central to U.S. financial leadership.
“The reality is the entire financial system is going to look very different in the next five years than it has looked in the last 50 years,” Senator Bernie Moreno (R-Ohio) said during the event. “This will happen somewhere. We’re going to see a massive amount of innovation in financial services. The question is, will it happen in America or somewhere else?”
Sen. Moreno emphasized that lawmakers must “get this market structure bill across the finish line in the next 90 days,” arguing that clear rules for digital assets are critical if the U.S. wants to lead the next phase of financial innovation rather than cede it overseas.
Coinbase CEO Brian Armstrong also spoke about the importance of the market structure bill at the event and said banking trade groups – not individual banks themselves – are responsible for the stalled progress.
World Liberty Financial co-founder Zak Folkman framed USD1 as more than a retail stablecoin, describing it as “an institutional-grade dollar” designed for real-world settlement and cross-border use.
“This is what we did when we wanted to build an institutional-grade dollar,” Folkman said, adding that the token will feature “real-time proof of reserves, powered by Chainlink,” allowing users to verify backing on-chain.
Earlier in February at Consensus in Hong Kong, Folkman teased an upcoming World Liberty Forex platform.
On Wednesday, Folkman positioned USD1 as a bridge for global payments, saying the project would begin with the U.S.-Mexico corridor before expanding to support up to 40 currencies. “This is USD1 as a settlement bridge,” he said.
Looking ahead, Folkman tied the stablecoin’s use case to artificial intelligence-driven commerce.
“We’re entering a world where AI agents will need to transact autonomously,” he said. “AI agents can’t open bank accounts, they can’t sign checks, but they can hold stablecoins.”
“What we’re building is a complete financial system,” Folkman added.
$WLFI #WLFI #TrendingTopic

Bitcoin is now on track for its fifth consecutive weekly decline, and losing this level could open the floor for a fresh leg lower.

Bitcoin fell back to $66,000 on Wednesday afternoon, testing the lower end of its recent trading range.Crypto-related stocks reversed early gains, with Coinbase swinging from a 3% morning rise to a 2% loss and Strategy slipping about 3%.Surprisingly hawkish Fed minutes had the U.S.dollar strengthening, putting pressure on risk assets.
After chopping around early Wednesday, bitcoin BTC$66,943.64 rolled over during the U.S. afternoon and slid to session lows under $66,000, putting pressure back on the lower end of its recent range.
Having traded $68,500 overnight, BTC was down 2.5% over the past 24 hours and last trading at $66,200.
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Crypto stocks, which started the day on a stronger foot, followed suit, paring back their gains or snapping into declines across the board. Most notable was Coinbase (COIN), which turned its 3% morning advance into a 2% decline by the afternoon. Strategy (MSTR), he largest corporate holder of bitcoin, was down roughly 3% as the underlying asset weakened.
After a fast start to the session, U.S. stocks had given back much of their gains shortly before the close of trading. Not helping were surprisingly hawkish minutes from the January meeting of the Federal Reserve's Federal Open Market Committee (FOMC). As expected, most at the central bank agreed with the decision to pause rate cuts, but — in a twist — several suggested the Fed favor "two-sided" guidance at which the bank might opt to hike rates if inflation continues to remain sticky.
Already higher for the day, the U.S. dollar gathered even more strength, with the dollar index (DXY) — which measures the greenback against a basket of major foreign currencies — climbing to its strongest level in nearly two weeks. A firmer dollar often weighs on risk assets, and Wednesday’s crypto fade appeared to fit that pattern.
With today's slide, bitcoin is now staring at a fifth straight week of losses, its worst streak since the long 2022 bear market.
It also faces a key test at current levels. The $66,000 area held as support last week and helped fuel a bounce above $70,000. If that floor gives way decisively, traders will likely start eyeing the early February lows at $60,000 or a fresh leg lower.
$BTC #BTC #StrategyBTCPurchase

Something went wrong with the Bitcoin price, says Galaxy Digital founder and CEO Mike Novogratz, as the search for the bottom grows more frantic, while another Michael – the Burry kind – sees a “death spiral” ahead for the BTC price.
Of course, Novogratz has skin in the game, so when he told Bloomberg TV yesterday that the bottom would form in the $70,000 to $100,000 range, it is understandable that some might want to view his reasoning with scepticism.
However, an equally quizzical line of attack might be applied to the musings of Michael Burry, who, after all, is the king of shorts – he’s always on the lookout for assets to sell.
If you can stay away from the panic button and have the risk tolerance that permits measured analysis and decision-making, then it’s worth pausing to listen to Novogratz:
On Monday, Bitcoin fell below $73,000, wiping out all of the Trump bounce. At these levels ($75k at the time of writing), they are minded to keep an eagle-eyed watch on Strategy as its net asset value flips from premium to discount.
If the Bitcoin price falls another 10% to around $65,000, then, according to Burry, Strategy will “find capital markets essentially closed.”
As Digital Asset Treasury (DAT) stocks tumble (194 public companies and 72 private companies are holding Bitcoin in treasury), bear in mind that some unrealized losses are more real than others. Fears of imminent bankruptcy are probably overdone.
Next up will be the miners, all adding to the death spiral’s velocity. For Burry, there is no bottom. There is no valuation model for Bitcoin because “there is no organic use case reason for Bitcoin to slow or stop its descent.”
And humming away in the background are the ETFs, whose emergence was heralded with great fanfare but, more than any other instrument, have made it easier for retail investors to speculate and have tightened the correlation with equity markets.
On that last point, though, the correlation might be described as selective. When the Nasdaq falls, so does Bitcoin, but when the Nasdaq bounces, Bitcoin goes AWOL.
Is Bitcoin the Ultimate ‘Inside’ and ‘Outside’ Money?
Which brings us to an interesting note in Noelle Acheson’s Crypto is Macro Now newsletter, essential reading for the crypto-savvy.
She relates the theory of Credit Suisse chief economist Zoltan Pozsar, in which he pointed to “the fundamental shift in global value away from finance and towards physical goods, specifically commodities”, Acheson recalls. Pozsar was developing his theory in response to the Russian invasion of Ukraine.
He dubbed the coming shift to a new global monetary order Bretton Woods III (for those who forget their economic history, Bretton Woods was set up in 1944 at the behest of the US and pegged all major globally traded currencies to the US dollar, which in turn was convertible at the rate of $35/ounce.
Then Bretton Woods II came along in 1971, when it became apparent that there was just not enough gold in the world to keep the gold-backed US dollar functioning as the premier reserve currency that oiled the wheels of booming commerce.
As a result, US President Richard Nixon took the dollar off the gold standard.
Now we come to the interesting part, Bretton Woods III, and what it could mean for the future of Bitcoin.
As Pozsar would have it, we have now entered the era of ‘inside money’, which he defined as assets and debt created by the dollar system, versus ‘outside money’, which he described as commodities, notably gold and oil. He didn’t mention Bitcoin, but we will.
You may have spotted that on Monday, President Trump announced that the US would start stockpiling strategic commodities. Better late than never.
Still, it is an indication that when the world goes dark (the computers are turned off), some things, like gold, silver, copper, oil, palladium, and an assortment of rare earths, will remain.
But surely no computers means no Bitcoin, no crypto, right? Not so fast: although it’s a theoretical possibility, if the world did go dark, the entire value curve would collapse.
Bitcoin Sits Somewhere Between ‘Inside’ and ‘Outside’ Money
Let’s put this another way. Without computers, and increasingly, without artificial intelligence, getting stuff done (made, serviced) becomes problematic.
Or, at a step removed, depending on a debased dollar to underpin the working of the real economy and the actual circulation of physical things, is risky.
Perhaps we should think of ‘inside’ and ‘outside’ money in a way similar to how plastic pollution is depicted in the Disney/BBC sci-fi mini-series The War Between the Land and the Sea (disclaimer: my brother Colin plays the character General Pierce).
In a famous scene, at least on TikTok, we see Homo Aqua returning human-created pollution to its point of origin through a rain of plastic upon the land.
The outside money is knocking some sense into the inside money by raining down gold and silver ingots on those inflated assets and burdensome debts.
Stay with me. Bitcoin is not pure inside money, although it has, of late, become much more integrated into the legacy financial system, and therein lies much of its current problems.
Neither is it pure outside money, in that, although it is so-called hard money because of its flow limit, it could, at least theoretically, collapse should the world go dark in a digital sense.
Yet in reality, Bitcoin is somewhere between the two money poles (inside-outside) of Bretton Wood III, as imagined by Pozsar.
Think about Iran, when the theocracy turned off the internet. Yes, you couldn’t buy tokenized gold or tokenized dollars, but your holding of those assets was still safe for another day, because eventually the theocracy has to enable trade in the modern world.
And when it comes to the other end of the spectrum, the hegemon of global finance, the US, the inside/outside dichotomy expresses itself differently, but in an equally supportive way for Bitcoin.
As the administration seeks to ease the pain of the supposedly ‘scam’ affordability crisis, it will seek to adopt an expansive economic policy.
It is one in which its One Big Beautiful Bill Act of 2025 opens the spigots of tax cuts, on top of plans to cap credit card interest rates at 10% and, unconvincingly, to force Big Tech hyperscalers to bear more of the burden of soaring electricity costs resulting from data center load.
In this context, Bitcoin is outside money, whose value is secured by the world economy’s most valuable commodity – the crystallization of energy as a monetized data package with the property of universal equivalence, albeit still subject to the vagaries of speculative flows.
‘Speculative flows’ is a big caveat, but not when you consider the recent outsized movements in the precious metals markets, especially that 37% intraday crash in the silver price.
As investors rotate out of Big Tech, an Ii bubble imposition looms and ‘Sell America’ gathers pace against the backdrop of macro and geopolitical uncertainty pressing in and US governance norms shattering, Bitcoin is still the smart money, inside and out.
Now consider the following commentary from José Torres, Senior Economist at Interactive Brokers:
“The return of ‘Buy America’ sentiment is poised to continue weighing on precious metals’ performance on balance. Indeed, gold and silver are likely to decline further following a ferocious rally that was initially sparked by fundamentals but has since detached from the driving themes of ‘Sell America’ and a focus on relatively accommodative global central banks that enable excessive fiscal deficits and generate currency debasement.”
Those comments didn’t age well. Gold is trading above $5,000 again, and silver is up 7% today. The dollar has shown signs of life, but on a year-over-year view, it is still trending lower.
And the Nasdaq is off 0.71% at 23,089 after Tuesday’s 1.43% sell-off in what could be the start of the great rotation out of tech.
Cumulative Volume Delta Data Suggests Bitcoin Price Stabilization Around $70,000
Admittedly, Bitcoin is down 0.56% at $75,995, so there’s no definitive sign of a bottom yet, with each attempted lukewarm bounce met with renewed bailing.
What does this all mean for the Bitcoin in your digital wallet? Bitcoin’s safe-haven anti-debasement properties may be screened out by the rush of blood to the head represented by the opening up of the sluice gates to massively leveraged institutional money.
That unwinding will be damaging, but Bitcoin will live on. Indeed, there are tentative signs that the lower end of the Novogratz band could be the bottom.
Our friends at Glassnode pointed out a few days ago the pickup in the spot Cumulative Volume Delta (CVD), which measures the net difference between buying and selling by market takers. A positive bias (buying) in order flow may be emerging.

Source: Glassnode
Glassnode analysts concluded that, “If this buy-side dominance persists, it would support further price stabilisation and a potential push higher.” Since that end-of-January hint of stabilization, Bitcoin, as noted above, briefly fell below $73,000.
Nevertheless, a floor could be forming around current levels. Whether you buy the inside or outside theory, and our novel interpretation of it, the smart money might be starting to DCA in.
$BTC #BTC100kNext?

Every cycle, we get the same script.
New chain.
New benchmarks.
New promises about speed and scalability.
And then, six months later, it turns into the same pattern: scattered liquidity, recycled DeFi clones, and a roadmap full of “ecosystem expansion.”
If you look at Fogo through that lens, you’ll miss the point.
Fogo doesn’t feel like it’s trying to be a general-purpose playground.
It feels like it’s asking a sharper question:
What if a blockchain wasn’t optimized for everything — but optimized for market structure?
That’s a different ambition.
Most Layer 1s position themselves as neutral land. They provide infrastructure and hope builders create something meaningful on top.
Fogo feels more opinionated.
It’s not trying to host trading.
It’s trying to be structurally aligned with trading.
That distinction matters.
On most chains, trading is an application layer event. It sits on top of the base layer. It competes for block space with everything else — NFTs, games, memecoins, governance votes.
When demand spikes, everything fights for priority.
That design works in theory.
In practice, it introduces friction exactly when markets are most sensitive.
Fogo’s posture suggests it understands that markets are not just another use case.
They’re adversarial environments.
And adversarial environments punish weak architecture.
Think about how professional trading venues are built off-chain.
They don’t just chase speed.
They engineer for fairness of ordering, consistency of execution, and resistance to manipulation under burst traffic. Every millisecond matters, but so does predictability.
Most blockchains were not originally designed with that adversarial intensity in mind.
Fogo appears to be.
By anchoring itself in high-performance SVM execution and shaping its ecosystem around trading-first primitives, it’s narrowing its identity intentionally.
That’s risky.
But it’s focused.
And focus is rare in Layer 1 strategy.
There’s also a capital narrative here.
Liquidity doesn’t migrate to chains because of branding. It migrates where market microstructure feels efficient.
If spreads are tighter.
If execution is cleaner.
If state updates are consistent.
Capital compounds.
Fogo seems less interested in marketing to everyone and more interested in convincing a smaller group of serious builders and traders that the microstructure makes sense.
That’s a smarter early-stage strategy.
You don’t need millions of casual users to validate a trading-focused chain.
You need liquidity density.
Now here’s the real question.
Can a chain built with this level of focus resist the temptation to expand too quickly?
Most networks eventually try to become everything — gaming, social, NFTs, RWAs. The narrative pressure is enormous.
But specialization can be a moat.
If Fogo stays disciplined and becomes known as the place where serious onchain markets behave properly, that identity compounds.
Traders talk.
Developers follow traders.
Liquidity follows both.
That flywheel is stronger than generic ecosystem growth.
The other layer that makes this interesting is competitive timing.
We’re entering a phase where onchain trading is evolving beyond simple AMMs. Orderbook experimentation is returning. Derivatives are maturing. Perps are becoming standard infrastructure.
The next wave of DeFi won’t tolerate fragile execution.
It will demand market-grade environments.
Fogo’s architecture reads like it’s anticipating that shift.
Not trying to replicate last cycle’s DeFi boom.
Trying to build for the next iteration of it.
Of course, none of this is guaranteed.
Architecture is intent.
Markets are verdict.
If Fogo fails to attract meaningful liquidity, it becomes another fast chain with empty blocks.
If it succeeds in aligning execution integrity with serious trading demand, it becomes something more specific — and more durable.
That’s the bet.
Not speed for bragging rights.
Not decentralization as branding.
But structural alignment with how markets actually behave under pressure.
Most Layer 1s want to be the internet of value.
Fogo feels like it wants to be the Nasdaq of onchain markets.
That’s a narrower goal.
But if executed properly, it might be the sharper one.
Because in crypto, general-purpose chains are common.
Market-optimized chains are rare.
And rarity, when paired with execution discipline, tends to attract attention that lasts longer than hype.
#fogo $FOGO @fogo

Most platforms are built for their first year.
You can tell by what they celebrate. Launch metrics. Early traction. The first big integration. The first spike of attention. Everything is framed around proving that the system can work.
Much fewer platforms seem to spend real time thinking about what happens after it already does.
Vanar Chain gives off the impression that it’s thinking about that second phase from the start.
Not the honeymoon phase where everything is new and flexible and forgiving. The phase where software becomes boring in the most important way: it becomes something people depend on without renegotiating that dependence every quarter.
In real production environments, growth is rarely smooth. Teams change. Priorities shift. Workloads evolve in directions nobody predicted. The systems that survive this aren’t the ones with the most features. They’re the ones with the least fragile assumptions.
A lot of platforms accidentally bake in assumptions about who will use them, how they’ll be used, and what “normal” looks like. Those assumptions hold for a while. Then reality drifts. And suddenly every new requirement feels like a workaround instead of an extension.
What’s interesting about Vanar’s direction is how much it seems to care about preserving shape while allowing change.
That’s not easy.
It usually means being conservative about what you promise. It means defining responsibilities clearly and resisting the urge to blur layers just to move faster. It means accepting that some kinds of growth are not worth the long-term cost.
From the outside, this can look like restraint. From the inside, it’s usually the difference between a system that can evolve and one that has to be kept alive.
There’s also a human side to this that doesn’t show up in specs or benchmarks.
When infrastructure keeps changing its mental model, teams suffer. Documentation rots. Onboarding gets harder. Decisions turn into folklore instead of rules. People stop trusting their understanding of the system and start relying on a few “experts” who remember why things are weird.
That’s not scalability. That’s institutional memory debt.
Platforms that prioritize structural clarity tend to age differently. The system doesn’t just grow; it stays explainable. New contributors can still reason about it. Old assumptions don’t silently fossilize into unchangeable constraints.
Vanar seems to be aiming for that kind of maturity.
Not by freezing itself in time, but by being careful about what kinds of flexibility it allows. There’s a difference between being adaptable and being shapeless. Adaptable systems change without losing their identity. Shapeless systems change until nobody recognizes what they’re supposed to be anymore.
This shows up in how you think about upgrades, too.
In many ecosystems, upgrades are treated like events. Big moments. Risky moments. Everyone holds their breath, hoping nothing breaks in a way that takes weeks to untangle. Over time, this creates a culture of caution that paradoxically makes change more dangerous, not less.
When systems are designed to evolve in smaller, more comprehensible steps, upgrades stop feeling like cliff jumps. They start feeling like maintenance. That’s a psychological shift as much as a technical one.
And psychology matters in infrastructure.
People don’t just interact with code. They interact with expectations. If a platform feels unpredictable, teams wrap it in process. If it feels stable, teams build directly on it. One path leads to layers of defensive engineering. The other leads to simpler products and faster iteration—not because the system is reckless, but because it’s trustworthy.
Vanar’s posture feels closer to the second path.
It doesn’t try to impress by doing everything. It seems more interested in doing a smaller set of things in a way that stays coherent as the ecosystem grows.
That’s not the strategy that wins every narrative cycle. But it is the strategy that tends to win time.
And in infrastructure, time is the real currency.
The platforms that matter five years from now won’t be the ones that had the loudest launches. They’ll be the ones that teams quietly built their workflows around because changing them felt riskier than keeping them.
If Vanar continues to prioritize structural clarity over short-term spectacle, it won’t just be another chain in the landscape. It will become the kind of system people stop arguing about—and start relying on.
And that’s usually the moment when infrastructure stops being optional and starts being foundational.
#vanar $VANRY @Vanar

XRP surges after Ripple CEO joins the CFTC committee, fueling breakout hopes—can this regulatory shift power the next XRP price move?

XRP price just caught a serious bid. The token jumped more than 8% in 24 hours after news broke that Ripple CEO Brad Garlinghouse secured a seat on the CFTC Innovation Advisory Committee.
Traders are clearly betting that having Ripple closer to regulators could shift the narrative around XRP.
Key Takeaways
XRP rallied 8.09% to trade near $1.53 on news of the Ripple CEO’s federal appointment.The CFTC tapped Garlinghouse and other crypto leaders to advise on digital asset frameworks.Institutional flows are rising, with Goldman Sachs revealing a $152 million crypto ETF position.
Garlinghouse Joins Expanded CFTC Committee
This is a pretty big shift from Washington. The CFTC just expanded its Innovation Advisory Committee to 35 members, and Brad Garlinghouse is now officially part of it. Chairman Michael S. Selig says the goal is to future proof U.S. markets by working closer with the industry instead of fighting it.
It is important to keep this in perspective. The CFTC mainly regulates derivatives markets, not spot crypto securities. XRP past legal fight was with the SEC, not the CFTC.

For XRP holders, this feels symbolic. Ripple went from battling regulators to sitting at the policy table. And with lawmakers pushing for clearer crypto rules, this could mark a new chapter in how the industry and Washington interact.
XRP Price Bulls Eye $1.54 Breakout
The market reacted fast. XRP is trading around $1.57609, up 10% on the day after bouncing from a low near $1.40731. That move pushed price cleanly out of its mid $1.40 consolidation range, backed by stronger volume and widening Bollinger Bands.

Institutional Interest Deepens
Beyond the CFTC news, bigger money is quietly getting into position for what could be a more crypto friendly 2026.
Recent filings show Goldman Sachs holds around $152 million in crypto ETFs, a clear sign that Wall Street is not stepping away from digital assets.

While the U.S. tone appears to be softening, the global picture is still mixed. Dutch lawmakers, for example, are pushing a 36% capital gains tax on crypto, showing how fragmented regulation remains worldwide.
Broader market conditions also matter. XRP remains highly correlated with Bitcoin and overall crypto risk sentiment, meaning macro catalysts, including rate expectations and ETF flows, could amplify or cap this breakout attempt.
With price now pressing against the $1.60 resistance zone, the next move could set the tone for where momentum heads from here
#RippleUpdate

Gold ($XAU ) prices are struggling to recover from the support near $4,850. The market is looking for the key $5,000 as markets await the Fed Minutes. The expectations of rate cuts are keeping the tone supportive for gold. Therefore, the price dips in gold are limited and attract new buying interest.
Dovish comments from Federal Reserve officials also add support for recovery in precious metals. If inflation continues to cool, then the case for rate cuts becomes stronger. At the same time, uncertainty about the US-Iran talks is contributing to a moderate safe haven bid. This geopolitical risk is supporting gold when liquidity is thin.
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On the other hand, silver ($XAG ) is subjected to greater volatility because it is sensitive to both monetary policy and industrial demand. However, as long as markets expect policy easing later in the year, the bigger picture for gold and silver is positive.
Gold Technical Analysis
Gold Daily – Ascending Broadening Wedge
The daily chart for spot gold shows strong consolidation below $5,090. This consolidation indicates positive price action in gold since the price is consolidating above the 50-day SMA and within the ascending broadening wedge pattern.
The possibility of an upside breakout above $5,090 increases. However, a break below $4,670 will indicate further downside towards $4,400. As long as the price remains above $4,670, the possibility of an upside breakout remains likely.

Gold 4-Hour – Consolidation
These consolidations are also observed on the 4-hour chart, which shows the key levels of $5,100 and $4,770. The strong reversal from $4,400 above the red highlighted region, and then consolidation in a tight range, indicates that the price is preparing for next move.

A confirmed break below $4,670 will indicate further downside towards $4,400. On the other hand, a break above $5,100 will indicate further upside toward $5,600. The overall price structure remains bullish in the short term. Moreover, the RSI has also rebounded from the lower levels, which increases the possibility of an upside breakout.
Silver Technical Analysis
Silver Daily – Rebound from Key Support
The correction in silver on Tuesday again hit the minor support of $72.50, whereby the price initiated a rebound from this level. The price is consolidating above these levels to form base pattern. These base patterns may initiate another rally in silver in 2026. As long as the price remains above the major $50 support zone, the silver market will continue higher in 2026.

The strong uptrend in silver is also evident in the ascending trend line, which is drawn from the July 2025 lows and trending upward. The major support of this trend line lies around $60-$64, which has already hit and price is preparing for next move.

Silver 4-Hour – Ascending Broadening Wedge
The 4-hour chart for silver shows strong consolidation within the ascending broadening wedge pattern. The recent correction from $120 has reached $64, which is near the $60 support of the ascending broadening wedge pattern.
As long as $60 holds, the next move in silver will likely be higher. Due to the structure of the ascending broadening wedge pattern, the market builds increasing volatility for the next phase of growth.

US Dollar Technical Analysis
US Dollar Daily – Consolidation
The daily chart for U.S. Dollar Index shows consolidation between 96.50 and 100.50. However, the price is weak, and the index is consolidating below 50- and 200-day SMAs at lower levels. This consolidation within negative trend increases the possibility of a downside breakout below 96.

A break below 96 will indicate a strong drop in U.S. Dollar Index towards 90. However, a recovery above 98.50 will indicate further upside towards 100.50. As long as the U.S. Dollar Index remains below 100.50, the next move in the index will likely be lower.
US Dollar 4-Hour – Consolidation
The 4-hour chart for the USD Index also shows price weakness, as the price is consolidating within the lower range of support. A break below the 96 level will take the index out of the 9-month consolidation in the USD Index.

Final Words
Gold remains strong above the key support levels and attracts buying interest ahead of the FOMC meeting minutes. The expectation of lower interest rates keeps the bullish tone in gold and silver. From technical perspective, the consolidation in gold below $5,100 increases the possibility of upside breakout.
On the other hand, the silver consolidation above $60- $70 supports the bullish trend. As long as $4,670 in gold and $50 in silver holds both metals will likely keep the bullish trend. A weaker U.S. dollar will be another boost for metals in the next sessions. Overall, the structure remains constructive with higher prices likely providing key support.
#GOLD #Silver