🏦 Your BTC Could Get You a House

3 global forces are about to collide… And they could decide whether Bitcoin breaks into a new supercycle or gets crushed by macro chaos? Rate cuts are coming. China’s flooding the market with liquidity. But a full-blown trade war may reignite in just days.

Here’s what we got for you today:

• ⭐ 5 Things You Shouldn’t Miss

• 🏡 You Can Soon Use Crypto to Get a Mortgage in th …

• 📊 Will Bitcoin Boom or Struggle in Q3 2025? 3 Mac …

• 🤡 Meme Of The Day

⭐ 5 Things You Shouldn’t Miss

🚀 $COIN ( ▼ 5.77% ) just hit a new record since going public in 2021, finally closing above its IPO price at $375.07 on June 26. That’s a +5.5% jump in one day, and nearly +40% this month. After 4 years of holding and waiting, early $COIN investors are finally seeing green again. Bernstein predicts $COIN could hit $510, even calls it the "Amazon of crypto finance".

💰 World Liberty Financial ($WLFI.X ( 0.0% ) ) just locked in a $100 million investment from Aqua 1, a UAE-based Web3 fund. Just 24 hours before this, World Liberty announced the WLFI token would start trading. On-chain data shows the wallet aqua1.eth received 800M WLFI tokens 2 weeks before the public listing, raising suspicions of insider timing.

💥 zkLend, a lending protocol built on StarkNet, officially shut down after a brutal $9.6M hack earlier this year. Even the hacker got hacked too. The team won’t continue building. Instead, they’re opening a $200K user recovery fund & releasing their audited code to the public. Even when hackers "win", they sometimes lose too.

🚨 Tether ($USDT.X ( ▲ 0.02% ) ) wants to be the king of Bitcoin mining by end of 2025. That means overtaking mining giants like MARA, CleanSpark, Riot, and others. Since late 2023, Tether has poured over $2 billion into this strategy. Ardoino calls this part of a 4-pillar strategy for a stable future.

🟢 White House press secretary just said: The July 9 trade deadline is flexible, it might be extended. Trump could impose retaliatory tariffs on countries that don’t reach a deal. So far, only 2 trade deals have been finalized. If this deadline gets extended, it means more time to avoid trade clashes, which the market tends to love.

🏡 You Can Soon Use Crypto to Get a Mortgage in the US

In a major move, the US government just signaled that crypto could be accepted as collateral for home loans. On June 25, FHFA Director William Pulte announced that Fannie Mae and Freddie Mac (the two biggest mortgage finance firms in the US) have been officially asked to study how crypto can be included in mortgage risk assessments.

Here’s what they’re doing:

• They’ll include crypto held on U.S.-regulated exchanges when assessing your mortgage eligibility

• But, you won’t need to convert your crypto to USD

If this goes through, it would be the first time crypto is formally recognized as a valid asset in US mortgage approvals.

FHFA is essentially asking lenders: “Can someone’s crypto holdings count as financial strength when they apply for a home loan?”

And this isn’t just talk. The man behind this move, William Pulte, personally holds $BTC.X ( ▼ 0.6% ) , $SOL.X ( ▼ 0.93% ) , and shares in BTC miner MARA worth $500K–$1M. So yeah, he’s serious.

💭 Trump’s Bigger Crypto Plan

This is part of a broader push from the Trump administration to make the US the “crypto capital of the world.” 

Other actions include:

• Building a national Bitcoin reserve

• Appointing pro-crypto leaders to top positions (SEC, CFTC, FHFA)

• Pushing for the GENIUS Act to regulate stablecoins

🏢 Who Are Fannie Mae and Freddie Mac?

These two aren’t just any companies, they’re federally backed giants that handle most home loans in America:

• They buy mortgages from banks and package them into securities

• They help ensure liquidity in the housing market

• They’re heavily regulated and government-supported

If they approve crypto as part of mortgage evaluations, it could set a precedent for traditional finance to treat crypto as a legit asset class.

If approved, this could:

• Open the door for crypto holders to access home loans

• Push banks to build crypto asset risk models

• Normalize crypto inside mainstream financial systems

This move might seem small but it could reshape how crypto and traditional finance finally work together.

But here’s what you need to know before you start dreaming of buying a house with your seed phrase. Not All Tokens Count:

• The FHFA won’t accept just any token, especially those with inflated or sketchy market caps

• They’ll only consider crypto held on U.S.-regulated centralized exchanges (CEXs) like Coinbase or Kraken

• No self-custody wallets, no meme coins on random DEXs

They also mentioned “extra risk mitigation measures”, but didn’t say exactly what those are yet. New crypto regulation frameworks are in the works, and could help clarify:

• Which tokens are “eligible”

• How assets will be valued

• What documentation applicants need

🏠 Is This the Start of a Bigger Asset Bubble?

Recently, Trump dropped two big moves:

• Rolled back banking regulations (lower reserve requirements)

• Moved to replace Jerome Powell early

He's setting up to cut rates sooner and deeper.

Goldman Sachs already warned back in May: A mix of rate cuts, deregulation, and tax cuts could extend the asset bull run, or worse, inflate a full-on asset bubble.

Some economists (like Martin Wolf) say the U.S. is dangerously imbalanced, with twin deficits (budget + current account). That could lead to:

• ❌ Stagflation

• 🎈 Or… a massive asset bubble driven by loose money and easy credit

And with USD weakening while other currencies strengthen, that bubble could go global. Meanwhile, so many emerging markets face a weird dilemma:

• Capital inflows could push local asset prices into bubble territory

• Central banks need to act, but can’t kill growth

Crypto might be gaining ground in TradFi, but it’s also caught in a fragile macro loop:

• Lower interest rates = more risk-on appetite

• Looser rules = more speculative money

• Add in mortgages accepting crypto = real-world leverage creeping in

If the bubble builds, crypto will rise with it. If it bursts, it’ll fall just as fast.

So yes, crypto mortgages are cool. But they’re arriving right at the start of what might be the next global bubble cycle.

→ Watch the Fed. Watch the dollar. Watch the markets.

📊 Will Bitcoin Boom or Struggle in Q3 2025? 3 Macro Forces to Watch

Bitcoin just wrapped up its best quarter in 5 years → up +29.79% in Q2 → one of its best quarterly performances since Q2 2020 (when it jumped +42.33%), even hitting a new ATH over $111,900 back in May. The main fuel?

• Growing optimism about the Fed cutting interest rates

• A rising M2 money supply (yes, the money printer’s humming again) → All pushing risk-on sentiment higher

But now we’re heading into Q3, which historically… isn’t great. On average, Bitcoin returns just +6.03% in Q3, making it BTC’s weakest quarter.

So what’s next? Will BTC break the pattern or get dragged back down?

1️⃣ Can Bitcoin Beat the Q3 Curse in 2025?

It even hit a new all-time high of $111,900 in May, before cooling off a bit due to geopolitical tensions. Right now, it's trading around $107,383, up 3% on the week.

So… what now? Historically, Q3 is Bitcoin’s weakest quarter, with an average return of just +6.03%. But 2025 feels different, and the market is split:

• ⚡ Bullish view: Analyst Ether Wizz says BTC volume is rising, a similar setup to Q3 2024, which led to a breakout. He believes a new ATH could be just weeks away.

• 🐻 Cautious view: Analyst Benjamin Cowen expects Bitcoin weakness to show in mid-June, with a potential local bottom in August or September.

  → He warns that the Q3 pattern of corrections could repeat.

For now, Bitcoin’s holding strong, but macro, volume, and trader sentiment will decide where it goes next.

2️⃣ 3 Big Macro Forces That Could Decide Bitcoin’s Fate in Q3 2025

Q3 is historically Bitcoin’s weakest quarter, but this time might be different. Here are 3 powerful macro factors that could shape where BTC heads next:

🤡 Meme Of The Day

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This newsletter is for informational purposes only and should not be considered investment advice. Traders should conduct thorough research, understand the risks, and carefully evaluate their decisions before investing in cryptocurrency.