Bullish on BTC, Bearish on Meme Coins: GENIUS Bill, Powell’s Warning & the $100M Stablecoin Surge (June 25)

**

The Fed Just Put a Brake on Rate Hopes

Fed Chair Powell didn’t mince words: “I don’t think we need to rush.” When asked about a July rate cut amid cooling inflation, he shut it down cold. That’s not just policy—it’s market psychology. If you’re betting on easy money, reset your clocks. This isn’t the end of tightening; it’s the beginning of patience.

And let’s be honest—Trump’s shouting at Powell? Classic political theater. But behind the noise is something more dangerous: markets now price in no cuts until late 2025.

**

The GENIUS Bill Is Moving—But Not Without Chaos

The GENIUS Act has officially entered House floor debate after passing the Senate. Sounds smooth? Not quite. Republicans want it fast and clean; Democrats aren’t buying it—especially when mixed with market structure reforms.

Meanwhile, Senate Banking Committee holds its first-ever crypto market structure hearing. Yes—the system that lets whales dump $20M tweets is finally getting grilled.

This isn’t just bureaucracy—it’s a wake-up call for every trader who thinks DeFi runs on magic instead of governance.

**

Bitcoin Is Being Built… By Companies Now

Here’s my favorite trend: public companies are buying BTC like it’s inventory—not speculation.

• Vinanz added 37.72 BTC → total holdings now 58.68 BTC.
• Bitmax now owns 300+ BTC—Korea’s largest corporate holder.
• The Smarter Web Company boosted holdings to 543.52 BTC at ~$10K avg cost.
• Even Vaultz Capital bought 10 BTC for \(1M+ at \)104K each.

This is no longer an investor hobby—it’s corporate treasury strategy. And if you’re not tracking these moves? You’re watching from the sidelines while others build balance sheets with real assets.

**

Stablecoins Are About to Get Real (and Global)

Hong Kong just dropped a bombshell: stablecoin licenses won’t be limited to HKD pegs anymore. You can issue USDC-style tokens backed by EUR, JPY—even real estate or bonds?

Yes—and that changes everything.

Shao Feng (HashKey Group) said clearly: “You pick your network—Ethereum, Solana, or even your own chain.” This isn’t regulation; it’s permissionless innovation wrapped in legal paperwork.

Now imagine a Hong Kong-based stablecoin pegged to office towers in Shenzhen or Tokyo stocks—a new layer of liquidity for global finance built right into crypto infrastructure.

That future isn’t coming next year—it’s already being coded today via projects like USDB (coming this summer).

**

AI Meets Meme Magic—but Only One Wins Today

The new generation of AI-powered meme coins is here:

• ACID: Solana-based AI assistant for Web3 tasks — automated workflows via smart tools.

But let me be blunt: most of these feel like trying to win poker with a deck where everyone else has four Aces and you’re holding two jokers.

and guess what?

big players are already rotating out of them — trading volumes collapsing under pressure from macro uncertainty and rising rates..

It reminds me of Texas Hold’em during blackout season — only fools stay in after blinds double up without good odds..

So yes — I’ve got exposure to ACID (for research), but my core strategy? Multi-year Bitcoin hold with tactical short positions in weak mints before they crash hard.r

**

The Bottom Line: Stability Over Speculation

If you’re still chasing DUCK or FARTCOIN hoping for another pump… ask yourself:

would you bet your retirement fund on a joke coin launched by someone who tweets memes at midnight?

No one wants that game anymore — not after LUNA burned through billions last time.r

The real action? Institutions backing tangible assets via regulated frameworks—in Hong Kong, Japan pushing tax reforms for crypto as financial instruments, and Wall Street preparing for Bitcoin ETFs through Chainlink-Mastercard integration.r

This ain’t about hype anymore—this is about infrastructure building quietly beneath headlines.r

Stay sharp, rather than loud.r