The last rise is not normal, what nobody sees in crypto currencies

LAST CRIP MONEY RISE

Volatility was expected for last week and we have been warning for a long time. After new developments related to tariffs as expected, a major movement began. However, this was not in the predicted direction. While we were expected to rise with the tariff agreements, we saw the rise in the environment in which the rates in April were heralded (!).

The Kobeissi Letter thinks it’s nothing normal.

“This is not a“ normal ”situation.

The exchange rates are rising, the US dollar depreciated 11 %in 6 months and Crypto Coins 1 trillion dollars in 3 months. Since the US House of Representatives has accepted the “Great Grand Good Draft Land” on July 3, we have seen that the feeling of rise has started to cover the graphics. As the gold rises, BTC suddenly joined the game. ”

Why do crypto coins rise?

TKL says carefully examined, the DXY, the US Dollar Index, says. When Bitcoin and the US Dollar Index were read together, it has seen two different decompositions since the beginning of the year. After the 90 -day tariff pause, April 9 and the “Great Good Law” is accepted on July 1.

“When entering July, the market received data that the US gave a deficit of 316 billion dollars in May 2025. This was recorded as the third largest deficit in the records. However, it was a short -term relief with Musk’s war on the bill. Trump was the winner when we came to July.”

Although the BTC seemed to be rising in the hope of a trade agreement, Gold was watching it, but Dxy was stretching. That was unusual. The black hole of the US is growing and the corporate capital flocked to Bitcoin while the debt endures. We have already written that IBIT has given the largest Golden ETF for 15 years to the success of IBIT in less than 350 days.

“Family offices, hedge funds and more in a broad sense of corporate capital can no longer ignore Bitcoin. Even“ conservative ”funds want to devote ~ 1%of AUM to BTC.

Also, when we say Bitcoin entered the “crisis mode ,, it does not mean a call for a decline for other beings. In fact, because the short -term effects of more government expenditures are “rise”, risky assets will continue to rise. ”

The ironic side is that eliminating the US budget deficit will solve most of our problems. It will reduce interest rates, reduce inflation and strengthen the US dollar. However, Bitcoin clearly knows that this would not happen, the rally accelerated after the spending bill was accepted. ”

In summary, neither tariffs nor interest rate cuts are none. The main reason for the rise in crypto currencies is the crisis that the US’s infinite debt increased by 5 trillion, and the simultaneous crisis of Trump’s tax law receiving approval simultaneously. People think that the dollar will lose more as the US debt increases rapidly and shows Bitcoin.