저자: 미상—제목은JimCramer발언인용이나실제출연자확인불가 · 외국인
요약 보기
Cramer가 비트코인 매도 계획을 밝혔다는 보도를 인용하며, 역지표로 보고 매수를 권함. 리플(RLUSD) 기관 인프라 발표를 긍정적으로 평가. 엔-달러 개입과 리버스 캐리 트레이드 언와인딩이 유동성 리스크라고 언급하나 속도는 느리다고 봄. 비트코인은 67.5 돌파가 필요한 역헤드앤숄더 패턴으로 설명. 솔라나 $73을 저평가로 보고 1,000달러 가능성 제시. 칼시 예측시장 프로모션 포함.
다듬은 글
it's not happening fast enough, it's not happening tomorrow, and I think that is where people are divided. Quick update before we dive right into it here. You guys know the update on Kalshi. So, the code stays the same, but the offer has changed. The current offer with Kalshi is now trade $25 with a chance to earn up to $500.
If you never heard of Kalshi, or if you never used Kalshi before, this is the easiest way to understand it. So, Kalshi is a regulated predictions market where you can trade on real-world outcomes. So, instead of only watching headlines, right? Instead of you can, you know, watching headlines and then going from there, you can actually see the what the market thinks will happen.
So, you know, will Fed cut interest rates, right here? What will Trump say during Fox News night, right? So, will inflation come in hotter than expected? Will Bitcoin move with macro pressure? Or you can also see something as broad as will there be a major political event shift the market? Like anything like that.
Kalshi lets you trade event contract based on questions like that, and that's why I think it fits so well with what we talk about here, because we talk about these real-world events, and we are constantly talking about crypto, macro, regulation, elections, interest rates, the future of finance. So, Kalshi gives you another way to look at all that through live market probability.
So, again, same code, same link, new offer. Trade $25 with a chance to earn up to $500. Use the link in the description. You can see it right here. Michigan Democratic Senate primary margin of victory. You can see the the MO1 Democratic nominee. You can see understanding perpetuals, which is our lane, Bitcoin, the probabilities, up or down, right?
Ethereum hype, Solana, right? You can see it all. Prediction markets, it's huge. So, Kalshi isn't just about guessing, It's also seeing where the market is assigning probability before the outcome actually happens. You can use this as information to see where the market is trending before it actually happens.
So, definitely check out Kaiko. Links are in the description. So, dive right into it here. Market update, Ripple strengthens digital markets infrastructure with investments in Zilo, Zilo, and Liquido. So, we dive into this and we see what's going on and you can see Ripple making headlines again, right?
So, Ripple we see is making it easier for financial institutions to access its stablecoin infrastructure, aka RLUSD. And you know, with that being said, you can see that not only are they making headlines like every week through these partnerships, this platform will allow institutions to mint, redeem, access, and manage RLUSD through one unified system.
So, institutions can use Ripple mint through like a standard web interface or connect directly through application programming interfaces. So, that really just means companies can either manage RLUSD manually or integrate stablecoin operations directly into their existing payment, trading, and treasury system.
So, Ripple did say that the platform was built to provide institutions with flexible access to digital dollars through workflows that fit like their individual needs. So, this is very important and I think a lot of people are just like, oh, this is just another Ripple headline. Like, this is important because institutions in in that institutional adoption that's that we want requires more than just simply listing a stablecoin on an exchange.
So, banks, payment companies, financial platforms need infrastructure that allows them to issue, redeem, and manage stablecoins. so not just manage them though. They need to do it efficiently and at scale. So, Ripple Mint appears designed to provide that institutional grade access and this is going to be through rUSD of course with again the North Star being XRP.
So, exciting news. It's a press release that was released today or or yesterday. But, uh actually just released in London August 3rd, which is today still. But, either way, wherever your time zone is, it's out now. And it is building the framework while everyone's waiting on clarity. People are waiting on the sidelines.
I think it's good to note and it's what we saw in the last the last bull run of projects that did really well are the ones that built when it wasn't sexy. They built when it wasn't exciting when crypto wasn't all in your face, right? So, Ripple's doing that. So, you exciting news there. I did see a trending post on X pretty much saying Rickets and launches tokenized Japanese stocks.
The reason why I wasn't going to cover that is because I couldn't really find it anywhere else to to really confirm and verify that. But, if this is legit, that's big. But, I can't really find anything supporting yet. But, I will update you on that. Jim Cramer making headlines. He's saying he plans to sell his Bitcoin over quantum fears as Bitcoin rises 1.6%.
So, he's saying he's sell he's going to sell his Bitcoin holdings. You guys know historically what to do with uh Jim Cramer, right? Historically, you go the absolute opposite of what Jim Cramer's saying, right? Every single time. And so, we see that and we see him coming out and probably there's a lot of people that take that take what he says.
He has a of lot of clout in the financial space. Uh and uh but us in the in the trading and crypto community know this right here. If Cramer is selling, it's time to start buying. So, I thought that was funny uh that he continues to put you know a good He made a lot He He He made a lot of I don't know if he made a lot of money trading, right?
You don't really hear that, but reporting on the financial markets, right? Uh is what is what he's known for, right? I don't necessarily know his his probabilities or or his uh his portfolio averages, but when it comes to the crypto, historically, we know if Cramer says one thing, do the exact opposite.
All right? So, uh we'll see if this holds true. Like historically, that's what's happened. We'll see if if that holds true. We are holding a uh inverted head and shoulders right here with a breakout needed above about uh I would say 67.5 as the breakout level for uh pretty much this Cramer theory to hold true.
Okay? And uh you know, with what we've seen in the past, and we see an inverted head and shoulders, my bets are accumulate, accumulate, accumulate, and wait for a pop, right? Right now, we do have divergence here. Uh popping above uh 67.5, I would say, is a big probability. And uh definitely am going to uh keep you guys updated on that.
The next up, the US-Japan intervention puts Bitcoin and risk assets on notice for liquidity flux. And we're seeing here uh everyone that has been following updates on the reverse carry trade. Everyone's paying attention to this. Uh the first US-Japan joint yen intervention in 28 years came uh amongst record bond yields and worries about the yen carry trade.
Guys, it's it's it's happening. Not necessarily as fast as we thought or we would like to think. Uh but from what we've been seeing here, we look here with what what this article is diving into, first joint intervention between Japan and the US since the late 1990s, uh could uh they're saying could uh set precedent for future moves, aka a need for something uh to settle the amount of money that is going to be coming through.
Liquidity crisis 10 uh tied to the yen carry trade possesses questions for Bitcoin risk assets as two countries attempt juggling act to stabilize the currency without impairing US Treasury markets. Now, you guys have been following a lot of XRP uh reports and and and influencers, you guys know they talk about the reverse carry trade.
We've talked about the reverse carry trade, and we're seeing it unwind right here. So, uh we'll definitely keep you updated. We're seeing a lot of parallels into what the reverse carry trade is and the impact to what's actually happening in real time. And I think the biggest problem is it's not happening fast enough.
And I think that's what the biggest hurdle is when it comes to people that believe that the reverse carry trade is something that can happen in the purple people that don't think it's going to happen at all. It's a speed, right? It's not happening fast enough. It's not happening tomorrow, and I think that is where people are divided, right?
Not too many people are divided on what's happening from a macroeconomic standpoint. They're divided on the reverse carry trade and there being assets, aka XRP, and other crypto markets other crypto platforms that will basically immediately benefit from the reverse carry trade. So, uh we'll keep you updated there definitely.
Pay attention to macroeconomic conditions. I think this is a beautiful time to accumulate. If we take a look here at CoinMarketCap and we see just where everything is overall. We're still in fear, right? We're still in fear overall, but there is blood on the streets still. Right? We're not in extreme fear, but I think overall, we're not necessarily in or in the in the price range where we think we should be, right?
Things are coming back a little bit, but we're not we're not booming yet and I think that is still an amazing accumulation time. You see Solana, Solana's $73. Right? Solana's been making a ton of headlines, a ton of partnerships. I think BlackRock today announced that they're rolling out on uh We see Solana at $73 and then we see BlackRock files to issue tokenized fund shares on Solana.
All right? Like so honestly, I believe Solana is extremely underpriced right now at $73, right? Just based off that alone. BlackRock coming out and and saying that they're filing for a tokenized fund on Solana despite all their issues, which is that really blows my mind, but they must be they've done their research.
They must see something that we don't. All right? So, to issue tokenized fund shares on Solana network with all Solana's problems that it had the outages, right? The issues. They may see something we don't and I think it's something to pay attention to. I think there might be a gem there. I don't think I don't think Solana is worth $73.
All right, I could see Solana at $1,000 no problem. No problem. Solana hits a thousand. So that's right now $73 a 10x would be 730. Right? And then what a 15x about would be a thousand dollars. So every $73 you put in is a thousand dollars. Right? So so pretty much seven $730 can potentially make you 10 grand.
Those are that's good numbers. All right, everyone's looking for the 100x 50x like that's a good rate of return. Right? Even if it took five years. All right, where else can you go and put $730 in and make 10 10 grand. Where else can you flip $730 and do nothing just hold it and cash out 10 grand. Right?
So that's the opportunity in front of you and that's the opportunity I think a lot of people miss because everyone's looking for the home runs. Everyone's looking for the where you can take a thousand dollars and turn it into 10 million. Right? Even though that has happened before. Right? Especially in the meme coin space.
This is why people chase the meme coins. Uh there's high probability setups that are in the crypto space with less risk. Heavy research, less risk that allow you to sleep at night. All right, so a huge opportunity in crypto. Do your home do your own research. Do your own homework. Not financial advice, but hopefully you guys got some value out of this video. Keep moving forward in everything that you do and we'll see you soon.
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