WEEK IN REVIEW
VIX Jumps to 27 as $1 Trillion Leaves US Stock Markets on Iran Oil Shock
U.S. markets sold off sharply on Thursday as escalating U.S.-Iran tensions sent oil prices higher and pushed investors away from equities, crypto, and even gold… read more
Editor’s comment:
The “buy the dip” mantra that has worked for equities bulls is going to be challenged. The VIX is quickly approaching “Liberation Day” and COVID levels, but this time, there’s no end in sight. Big legs down look imminent.
Crypto Czar No More, David Sacks Leaves Special Role
Venture capitalist David Sacks transitions from his role as special government employee to co-chair the President’s Council of Advisers on Science and Technology… read more
Editor’s comment:
It’s hard to find something positive that came from Sacks’ stint as Crypto Czar. Bitcoin is down 40%, CLARITY is still stuck and not what most wanted, there’s no AI framework, and the BTC Strategic Reserve didn’t happen. One of Silicon Valley’s finest had less power than we thought.
Wall Street Is Migrating to Blockchain Faster Than Most Realize, Expert Insight
Wall Street’s rapid migration to blockchain is unfolding now, but most investors may miss it until it’s complete, as… read more
Editor’s comment:
Another bullish fundamental developing while everything else on the surface appears to be on fire. Rosenthal said: “Every institution moving in this direction believes the same thing — that onchain infrastructure will dramatically increase the velocity of money. History is unambiguous about what that produces.”
Goldman Sachs Signals Bitcoin Bottom, Flags Attractive Crypto Stock Setups
Goldman Sachs analysts signaled Wednesday that cryptocurrency prices may have found a cyclical bottom following a months-long… read more
Editor’s comment:
It’s a fairly bold time to be calling bottoms on anything right now, but Goldman’s not alone. Several analysts, including Fidelity’s Jurrien Timmer and CMT analyst Katie Stockton, have also suggested that technically speaking, Bitcoin’s bottom is more or less the $60,000 level.
Fannie Mae Collaborates With Coinbase to Launch Crypto Mortgages
Fannie Mae is set to support crypto-backed mortgages, allowing borrowers to use digital assets like bitcoin as collateral… read more
Editor’s comment:
The new product is powered by Better Home and Finance and Coinbase. Coinbase says users can use their own Bitcoin or USDC inside their Coinbase accounts to fund their cash down payments on homes. Coinbase touched on growing painpoint when it said “homeownership is one of the most powerful engines of generational wealth, but access to it is getting harder.”
FAQ
- Why did market volatility spike this week?
Rising geopolitical tensions, particularly involving Iran and energy markets, triggered a broad risk-off move across equities, crypto, and commodities. - Is Wall Street really moving to blockchain?
Yes—major institutions are increasingly adopting tokenization and onchain settlement to improve speed, liquidity, and capital efficiency across markets. - Did Goldman Sachs actually call a crypto bottom?
Goldman said crypto may have bottomed, citing improving liquidity and reduced forced selling, though it stopped short of a definitive call. - What are crypto-backed mortgages?
They allow borrowers to use assets like bitcoin as collateral instead of selling, enabling home purchases while maintaining crypto exposure.
