July Week 3 - 2025

BITCOIN RESET
Bitcoin Hits $121,000.00 and It Looks Like Its Just Getting Started

Literally while writing this, Bitcoin just pierced through $121,000.00 and Jack Malers just laid out why Bitcoin’s about to take over the financial world. What a way to start the Official Crypto Week here in the United States!

Malers is “very, very bullish” on Bitcoin above everything else. He predicts inflation may roar back in 2026, thanks to an imminent dovish pivot by the Fed once Jerome Powell steps down. When rates get slashed and governments keep printing cash, the dollar will weaken and that’s where assets like gold and Bitcoin rip up!

Here’s the pattern Malers sees. Big players (like China) are quietly pulling capital out of U.S. markets. When foreign buyers dump Treasuries, the dollar, stocks, and bonds all slide. To protect their wealth, nations will swap dollars for gold and increasingly, for Bitcoin because Bitcoin’s fixed supply makes it immune to government money printing.

Don’t just take his word for it though, the charts tell the story. Over the past five years, the U.S. stock market is down 85% against Bitcoin. In simple terms, your S&P returns look great in dollars but get shredded if you measure them in BTC or gold. Malers is convinced that Bitcoin will utterly demolish the “Magnificent Seven” stocks in the years ahead.

He also points out a hidden turbocharger, stable coins like Tether. Since USDT is the most liquid trading pair on the planet and used everywhere from Binance to Coinbase, it grows hand in hand with Bitcoin’s market cap. If BTC jumps from $2 trillion to $10 trillion, stable coin supply and usage explode right alongside it.

And U.S. lawmakers are on board. The imminent Genius Act will regulate and legitimize stable coins, while the Bitcoin Act would let the Treasury park some of its reserves in BTC. Combine that with banks gearing up for custodial services, and you’ve got a perfect storm for crypto adoption.

So yeah, I hope after all of these years you did grab some Bitcoin and Crypto, because the face melting gains look like their here! 🔥😎🔥

AI RESET
The AI Model That Shook the Industry in Less Than 48 Hours

Grok 4 has only been out for two days, and it’s already turned the AI world upside down. From niche tech blogs to top CEOs, everyone jaws are on the grown and many are call it a breakthrough.

First up, Flavio Adamo ran it through his “hexagon test,” a quirky physics demo where virtual balls bounce inside shapes. Everything behaved perfectly, no weird glitches, and the visuals nailed real-world physics. Tyler Storm even cranked the difficulty with squares inside hexagons and Grok 4 aced that too.

Then there’s Tim Sweeney from Epic Games, the mind behind Unreal Engine and Fortnite. He’s flat-out calling Grok 4 “artificial general intelligence,” at least for now. He fed it a nightmare of a math paper in calculus, watched it break down syntax and set theory variants in seconds, and admitted he had to trust the answers because they were that deep. His only gripe is that Grok sometimes treats forum chatter as gospel instead of questioning low quality sources.

On the creative front, McKay Wrigley freaked out over a prompt that generated a crowd walking pattern spelling out “Hello World” in Blender, something even he couldn’t replicate. And even Google’s Sundar Pichai managed to drop a “Congrats, impressive progress” tweet after Elon Musk announced the launch. It’s encouraging and very cool to see one giant heavyweight champs nodding respect to another.

Of course, not everyone’s raving. Some users say Grok’s smarts fade over long chats. Theo warns its “snitch rate” on email tool calls is absurdly high, funny and alarming. And while benchmarks show Grok 4 topping coding and reasoning tests, users complained it feels slower and sometimes less helpful than earlier models.

So what’s the lowdown? Grok 4 is undeniably a leap forward in physics sims, multimodal smarts, and raw reasoning. But it still needs a reality check on speed, source quality, and consistency. If you’re curious, now’s the time to play around, just don’t expect flawless perfection until the next tune up.

BITCOIN RESET
Stablecoins are ABout to Unlock the ‘Buy Bitcoin’ Button in Your Banking App

Imagine opening your bank’s app and seeing a “Bitcoin” tab front and center. That might sound futuristic, but it’s inching closer to reality thanks to a flurry of quiet but massive regulatory moves.

First up was the OCC’s “interpretive letter 1184” in May 2025, it quietly told nationally chartered banks they’re allowed to custody and trade crypto under existing “safe and sound” rules. In plain talk, your big-name bank can now hold Bitcoin and dollar-pegged stable coins in secure vaults just like cash.

Next came the Genius Act, a bipartisan Senate landslide that sets out a clear framework for stable coins. Only insured banks, or firms approved by the OCC, can issue these digital dollars. They must be 100 percent backed by cash or short-term Treasuries, keep those reserves in Fed accounts, and publish monthly third party audits. Plus, they’ll follow the same anti money laundering and “travel rule” standards as wire transfers. In other words, stable coins will soon feel as safe and straightforward as your checking account.

Meanwhile, the House’s Clarity Act is carving crypto into three neat buckets, securities (2017 ICO style tokens) under the SEC, commodities (Bitcoin and major alt layer 1s) under the CFTC, and payment stable coins jointly overseen by both, tying back to the Genius Act rules. That removes the murky gray zone that’s scared off many investors.

There’s even talk of a Bitcoin Act, imagine the U.S. Treasury shuffling some of its cash and short term assets into a million coin “strategic Bitcoin reserve” alongside gold. No new taxes needed, it’d be a portfolio rebalance on the government’s balance sheet.

All this was possible because Fed Chair Jerome Powell quietly withdrew Fed level pre approval requirements for banks, waving them forward to integrate crypto. When your bank finally rolls out that Bitcoin button, prices will likely have soared, but by then, you’ll already know what’s happening. So get ready, the next era of banking might be as simple as tapping “Buy BTC” in your bank app. 😎

DISCLAIMER:
This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions or investments. Please be careful and do your own research.