itsHu

The financial market is holding its breath before President Trump's tough stance on tariffs and Canada's latest 'choosing sides' decision. With macro instability, the biggest question is: Will smart money shelter in USD or turn to Bitcoin?
📊 Bitcoin Technical Outlook (H4 Frame):
Currently, Bitcoin is reacting quite sensitively to macro news.

4H (4 Hour) Frame Display Image
Bulls: Need to maintain the current support level to build momentum to retest the old high. If Canada tightens trade with China as per the U.S. wishes, inflation pressure may ease slightly, creating a positive short-term sentiment.

Ethereum is expected to deploy a new standard for decentralized AI named ERC-8004 on the mainnet this week.
📌 ERC-8004 allows AI agents:
🔹 Find each other on the blockchain
🔹 Verify each other's credibility
🔹 Interact & trade directly, without the need for intermediary companies
💸 AI becomes an “economic agent” on Ethereum
Thanks to ERC-8004, AI agents can:
Use services of other AIs
Pay fees using crypto

According to a PayPal survey, about 40% of stores in the US now allow customers to pay with crypto.

📌 Notably:
Nearly 90% of sellers reported that they have been asked by customers about crypto payment options
Indicating that actual demand from users is increasing, not just a speculative trend
🏪 Where is crypto used the most?
Crypto is currently used extensively in the following fields:
✈️ Travel & hotels

The Steak ’n Shake restaurant chain just bought an additional 5 million USD worth of Bitcoin, after having invested 10 million USD in BTC earlier this month, bringing the total allocation for Bitcoin to 15 million USD.

📌 Not just stopping at holding, Steak ’n Shake also:
Accept payments in BTC via the Lightning Network
Reduce transaction processing fees by about 50% compared to traditional payment systems
Attract a young customer group, knowledgeable about crypto
🔍 Why is this move noteworthy?

American Bitcoin Corp (ABTC) – a company backed by the Trump family and co-founded by Eric Trump – has just purchased an additional 416 BTC, bringing its total Bitcoin holdings to 5,843 BTC.

📌 This move shows that ABTC is steadfast in its strategy:
🔹 Expanding Bitcoin reserves
🔹 Combining BTC mining and direct purchases on the market
🔍 Why is this information noteworthy?
ABTC is a company with direct ties to the Trump family

According to aggregated data, the 25 largest banks in the US have all researched or prepared products related to Bitcoin, including:

Custody of BTC
Investment / derivatives products
Services for institutional clients
👉 However, the majority has not yet officially implemented.
⏳ Main reason: waiting for the CLARITY Bill
Banks are said to be waiting for the CLARITY Bill to be passed, in order to:
Clarify the legal framework for crypto
Identify the regulatory boundaries between SEC & CFTC

Lawmakers in South Dakota are considering House Bill 1155, allowing the state to invest up to 10% of public funds in Bitcoin.

According to the bill, investments can be made through:
🔹 Direct custody of Bitcoin
🔹 Custody units that meet standards
🔹 Bitcoin ETF products
👉 This step shows that Bitcoin is no longer seen just as a speculative asset, but is gradually being incorporated into the framework of public financial management.

According to the latest survey from CNBC, Wall Street analysts now only expect the Fed to cut rates two more times, each by 0.25% this year, bringing the rate down to around 3%, and then keeping it stable until 2027.

📌 Main reason:
Improved GDP outlook
Inflation is cooling but not weak enough
The labor market remains quite strong
This significantly reduces expectations for a strong easing cycle from the Fed.
🏛️ Who could be the next Fed Chair?

This week, U.S. macro data could be the biggest catalyst determining whether Bitcoin bounces back or continues to be suppressed.
The crypto market enters a new week with significant macro data from the U.S., as Bitcoin continues to fluctuate in a sensitive range.

The question arises: Will BTC maintain its trend or continue to face adjustment pressure?
📊 Technical perspective: Where is Bitcoin now?
📉 On the H4 chart, Bitcoin is still trading below important MA lines, indicating that buying pressure has not yet truly dominated.

While many countries still debate about crypto, major banks in the Middle East are quietly testing blockchain.
Ripple has just signed a partnership with Jeel – the innovation department of Riyad Bank, one of the largest banks in Saudi Arabia, to research the application of blockchain in the national financial system.

📌 What will the parties test?
🔹 Cross-border payments

🔹 Digital asset custody

Stablecoins were once seen as a bridge between crypto and traditional finance, but in South Korea, they are becoming a concern for the Central Bank.

While the crypto industry wants to pave the way for development, the Bank of Korea (BoK) is worried about serious risks to cash flow control and the stability of the won.

🏦 Concerns from the Bank of Korea
Theo BoK, if allowed to issue stablecoins linked to the won:

Nearly $10 billion BTC & ETH options will simultaneously expire on Friday, and history shows this is usually a time when the market is more volatile than usual.

The big question right now: will the 'max pain' effect continue to take effect?

Bitcoin
Ethereum
📌 What's happening?
🔹 $8.64 billion BTC options on Deribit will expire
Max pain: $90,000
🔹 $1.28 billion ETH options on Deribit will expire
Max pain: $3,100

“Today, the U.S. Congress is considering the CLARITY Act – a legal turning point that could change the entire crypto landscape in the U.S.”
🔎 What is the CLARITY Act?

The bill aims to:
📜 Clarifying the classification of digital assets (whether tokens are securities or commodities)
⚖️ Defining the jurisdiction of the SEC vs CFTC
🏗️ Creating a clear legal framework for crypto businesses to operate in the U.S.
👉 Core objective: to end the legal ambiguity that is stifling the market.

According to Polymarket, BlackRock’s Chief Investment Officer – Rick Rieder is the leading candidate for the next FED Chair 👀
📊 Current probability:
🥇 Rick Rieder (BlackRock): 47%
🥈 Kevin Warsh (former FED Governor): 29%
🥉 Chris Waller (FED Governor): 9%
⚡ Why is Rick Rieder noteworthy?
Support for lowering the FED interest rate to ~3%
Target:
Stimulating economic growth
Saving the US housing market
A viewpoint that is extremely “different from traditional FED” regarding crypto 👇

Tether Gold (XAU₮) currently holds over 60% of the market share of gold-backed tokens, amidst a total market capitalization of gold tokens exceeding 4 billion USD by 2025.

The main driver comes from:
📈 Gold prices continue to hit peaks
🔗 The trend of tokenizing real assets (RWA) is booming
🔥 Highlights
XAU₮ is backed 1:1 by physical gold
Gold is stored in Switzerland
Each token represents 1 ounce of real gold

Small Bitcoin Transactions Could Become Tax-Free
Rhode Island has reintroduced a bill to create a special legislative commission on blockchain and crypto, aiming to establish a clear regulatory framework, foster innovation, and attract fintech businesses.

🚨 Key highlight:

The state previously proposed temporary tax exemptions for small Bitcoin transactions:
Up to $5,000 per monthMaximum $20,000 per year
If passed, this could significantly lower friction for real-world Bitcoin payments.
🧩 What’s in the bill?
The proposed commission would focus on:
Studying blockchain & digital asset use casesDeveloping balanced crypto regulationsSupporting fintech and Web3 startupsPositioning Rhode Island as a crypto-friendly state
💡 Why the tax exemption matters
Small BTC payments are often used for:
Everyday transactionsPeer-to-peer transfersMicro-payments

👉 Tax relief removes complexity and encourages Bitcoin as a medium of exchange, not just a store of value.
🌍 Bigger picture
Across the U.S., states are competing to attract:
Fintech companiesBlockchain developersCrypto capital

Rhode Island’s move signals a pragmatic, innovation-friendly approach, especially as federal crypto policy remains slow and fragmented.
🧠 Personal take
This isn’t about “Bitcoin hype.”

It’s about testing Bitcoin in real economic activity.
If small BTC payments become tax-free:
Adoption becomes easierCompliance burden dropsBitcoin moves closer to everyday money
❓ Question for the community
Will tax-free Bitcoin payments turn BTC into real transactional money —

or is this just another political experiment?
💬 Share your thoughts below 👇
$BTC

#bitcoin #CryptoRegulationBattle #blockchain #fintech #Adoption

India and the EU have just signed a historic FTA, referred to by Prime Minister Modi as the “mother of all deals.”

📊 Notable figure:
EU = ~25% of global GDP
Nearly 1/3 of global trade

India – EU Trade 2024: >120 billion EUR (~140 billion USD)
👉 The EU is currently India's largest partner

👉 India is the 9th largest partner of the EU
📌 In the context of rising tensions between the US and China & increased protectionism,

India – EU is creating a new trade axis.

Japan's leading financial group Sumitomo Mitsui Trust Group (SMTG) has just announced that it holds 96.6 million USD worth of MicroStrategy (MSTR) stock – a company considered the largest 'proxy Bitcoin' in the world.

🔍 What is noteworthy?
MicroStrategy is currently the company holding the most BTC in the world.
Buying MSTR stock means indirectly gaining exposure to Bitcoin, but:
No need to hold BTC directly
Avoid strict legal & accounting risks in Japan