#TrumpEyesMoreBTC

Yesterday we asked: rally or squeeze? The market just gave its first answer. $BTC topped $75,000 on OKX spot within 24 hours, extending Wednesday’s breakout. More than $3 billion in crypto shorts were liquidated over 24 hours, per Coinglass. Flows strengthened too. Spot BTC ETFs logged three straight days of inflows, with Wednesday bringing: · $517M net inflows, the biggest single day since early May · IBIT $284.7M · ARKB + FBTC about $140M combined Analysts read the move as longer-horizon institutional positioning, not retail FOMO. On-chain, wallets holding 10 to 10,000 BTC added 20,000+ BTC since July 29, worth about $1.2B at the time. But exchange supply is rebuilding: around 28,000 BTC returned by mid-August, reversing roughly 84% of the prior six-week drain. That weakens the supply-squeeze case, even if exchange deposits do not automatically mean selling. Policy added fuel. At Wednesday’s White House meeting, Trump said government purchases of “sizable” amounts of BTC “has been talked about” and again pushed Congress on the CLARITY Act. Estimates put US holdings near 328,000 BTC, almost all from seizures, with no publicly documented open-market purchase. Regulators are moving too: · SEC proposed its crypto offering framework · CFTC Chair Selig directed staff to explore market rules if Congress keeps stalling Positioning is still the question. Futures OI has rebounded toward the top of its recent range, while funding remains positive without spiking. On July 31, the $60,000 put was Deribit’s largest strike at $1.17B in notional OI. Traders had built heavy downside protection and got a breakout instead. ETH is up close to 5%, with ADA and SOL following. Jackson Hole is less than a week away. Whales accumulated early, ETFs accelerated and policy is turning. But exchange supply is rebuilding and conviction above $75K still needs proving. Squeeze fuel burns out fast. Real demand does not. #BTCRallyOrSqueeze

Bitcoin is going up because people think the U.S. government will buy a million of it. Lots of talk but no action. They need to buy 1 BTC to make them credible. I spent a lot of time building the basis for a reserve fund and Bitcoin purchase but politicians are sleeping on it.

Yesterday’s, White House crypto meeting gave me a much clearer idea of which alts i want on my watchlist right now Trump met with some of the biggest names across crypto and traditional finance. Coinbase, Ripple, Robinhood, Chainlink, Kraken, Gemini, a16z, Paradigm, Nasdaq and ICE/NYSE were represented, alongside the SEC and CFTC chairs.. what actually came out of it: - Trump pushed for a “fair” CLARITY Act
- the SEC is working on easier rules for token launches
- the CFTC is exploring how to bring perps onshore
- bringing Hyperliquid into the US legally was mentioned
- buying sizable amounts of BTC and other crypto has been discussed so these are the coins i’m watching around it: $HYPE : the clearest direct play. legal US access could bring new users and institutional products, while protocol fees continue buying and burning HYPE. $LIT - Lighter’s founder sits on the CFTC Innovation Advisory Committee. add Robinhood distribution and daily fee-funded buybacks that are later burned. $LINK - Sergey was in the room. stablecoins, tokenized stocks and funds all need reliable data and connectivity, while network revenue is now accumulating LINK through the Chainlink Reserve. $ETH - most stablecoins, DeFi and tokenized assets still settle around Ethereum. staking ETFs and Glamsterdam give it separate catalysts too. $SOL - the higher-beta ecosystem bet. Alpenglow, growing stablecoin activity and tokenized assets, plus the retail and memecoin activity that usually returns when risk appetite improves. $ONDO - probably the cleanest pure tokenization narrative. its products are already expanding into the regulated US market, although direct value capture for ONDO still needs work. $AAVE - V4 is now live and better suited for institutional and RWA-backed credit. i’d become more interested in the token if its paused buybacks return. $PUMP - the pure risk-on bet. 50% of protocol fees currently buy and burn PUMP, so another memecoin wave would feed directly into token demand. unlocks remain the main risk. for now $HYPE / $LIT / $PUMP are the 3 i’m watching closest.. will keep adding names only when i find a real catalyst behind them.

#TrumpEyesMoreBTC The biggest takeaway isn't that Trump mentioned Bitcoin. It's that Bitcoin is now part of a national policy conversation. Whether the government buys more or not, crypto has moved from the edge of finance to the center of political strategy. That alone changes how institutions think about the asset. Does policy matter more than purchases?

Macro Is Setting the Next Move for $BTC and $ETH Markets are focused on three key catalysts: developments around the Strait of Hormuz, U.S. Treasury yields, and today’s White House crypto summit. $BTC is holding near $64K, while $ETH trades around $1.9K, showing demand remains but lacks confirmation of a fresh trend. If Hormuz tensions ease and yields fall, risk assets could benefit. But recession fears remain the key downside risk for crypto.

🇺🇸 WHITE HOUSE CRYPTO SUMMIT 🚀 Trump says the U.S. could buy a “sizable” amount of Bitcoin & crypto. 📜 Called for the Crypto Clarity Act. 🇺🇸 Wants the U.S. to lead in crypto. 🔥 $HYPE jumped 15% after Trump’s comments. U.S. crypto policy remains strongly bullish. 👀 #BTC #Crypto #Bitcoin #HYPE

🇺🇸 Trump on Bitcoin When asked whether the U.S. is considering purchasing a significant amount of Bitcoin, Trump said the idea “has been talked about” and that he would consider recommendations regarding BTC. He also noted that the crypto industry has helped reduce some pressure on the U.S. dollar. #Bitcoin #BTC #Crypto #Trump #StorageValuationSplit #CitiToCustodyBTC #BTCBreaks69000

🇺🇸 WHAT IF THE U.S. WANTS MORE BITCOIN? Trump-related Bitcoin accumulation speculation is pulling attention back to the biggest question in crypto: What happens if governments start competing with institutions for BTC? Institutional demand already changed Bitcoin's market structure. Government accumulation would take that narrative to another level. $BTC isn't just a risk asset anymore. 👀 #PopMartEarningsWatch #BTCRallyOrSqueeze

$BTC BTC Consolidates at $64,390 – Awaiting White House Signal Trading near $64,390, resistance at $64,800–$65,000, support at $64,000–$64,200. Macro focus: Trump hosts White House crypto summit today with Coinbase, Ripple execs, and regulators — markets await concrete signals. SEC proposed new "Reg Crypto Assets" framework yesterday, seen as a major milestone. Fund flows: Fidelity FBTC saw $23.9M inflows, but flows are decoupled from price. Stay cautious before the summit.$ETH $OKB