đ SUPER-APP SHOWDOWN 2025 â Who will dominate your crypto payments?
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đľ X Money (Musk's âsuper appâ) arrives in 2025: the CEO of X promises to âconnect everythingâ and rumors point to a Pay with DOGE button. đâ𦺠Dogecoin has already risen +5% just from the rumor of integration.
đ˘ Visa + USDC 24/7: the payment giant added three new stablecoins (USDG, PYUSD, EURC) and two extra blockchains, offering real-time settlements to issuers in Europe, the Middle East, and Africa.
đŁ Ethereum Pectra: the largest upgrade since the Merge is now active (mainnet 7-May-25), raising the maximum stake, adding account abstraction, and reducing fees; ETH outperforms BTC in July returns.
đ Macro context â 37% of new crypto adoption in 2025 comes from payments + AI, according to Reown-YouGov. â The TVL of tokenized T-Bills already exceeds US $ 7 B, demonstrating that âfiat-on-chainâ gateways are becoming mainstream. đŻ
My express play (not financial advice) ⢠DCA in DOGE (0.18-0.16 US$) before the official roadmap. ⢠Stables in USDC and EURC via Visa rails for farming 5-7% APR. ⢠Re-stake ETH post-Pectra and calls 31-Oct-25 strike 6k US$.
â Visa expands its settlement in USDC to new banks and merchants in EMEA â payments 24/7 and frictionless ďżź ďżź. â CEO of Visa: the strategy focuses on emerging markets where cash reigns and cards don't reach ďżź. â At the same time, the SEC authorizes in-kind for crypto ETFs (bye-bye cash redemptions) ďżź ďżź. â Result: ETFs added US $ 12.8 B in July, a record high ďżź. â And from 2025, companies will be able to reflect crypto gains thanks to the new FASB rule ďżź ďżź.
Express idea (not financial advice): 1ď¸âŁ Do DCA in USDC â fiat to take advantage of the new payment pathway. 2ď¸âŁ Hedge with BTC/ETH calls: greater ETF liquidity = lower spreads. 3ď¸âŁ Keep a close eye on payment tokens (e.g. SOL and MATIC) that could join Visa soon ďżź ďżź
đ¨ âCRYPTO EVERYWHEREâ: THE WHITE HOUSE PUBLISHES ITS 160-PAGE PLAN
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đď¸ WHAT HAPPENED ⢠The White House task force presented a report today proposing to integrate crypto into taxes, mortgages, 401(k) plans, and cybersecurity. ⢠It calls for the SEC, CFTC, IRS, and Fed to create crypto banking licenses and a common regulatory framework. ⢠It mentions a possible âBitcoin Strategic Reserveâ pending legislative details.
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đĄ WHY IT MATTERS ⢠Clear rules â less regulatory risk, more institutional capital. ⢠401(k) plans with BTC/ETH â 64 million workers could allocate part of their retirement to crypto. ⢠Declare profits âwith one clickâ â almost no friction for retail users. ⢠Crypto-native banking â 24/7 liquidity and lower spreads.
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đ MY QUICK MOVE (NOT financial advice) 1ď¸âŁ DCA in BTC and ETH while the market digests the news. 2ď¸âŁ Accumulate RWA tokens like $ONDO and $TRSY before the arrival of 401(k). 3ď¸âŁ Protective puts in case of âsell the newsâ when the draft law is released.
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đ POLL (24âŻh) What do you think will arrive first in your country? đľ Simplified crypto taxes đ˘ Crypto in retirement plans đŁ Crypto-native banking đ´ Nothing, just smoke
Vote, comment your thesis in â¤âŻ10âŻwords and retweet: the hottest argument đĽ wins my grid-bot template âmacro-trade 2025â.
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Government driving the next bull-run or regulating to stop it? Leave your verdict below! đ
đ What just happened ⢠Telegram natively activated the TON Wallet for 87 million users in the U.S. â without bots or extensions ďżź ďżź. ⢠Toncoin is trading today at â US $ 3,37 (+4 % vs yesterday; vol. 24 h â US $ 298 M) ďżź. ⢠Next official step: distribution of 50 % advertising revenue in TON for channel owners (already working outside the U.S.) ďżź.
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âď¸ Why it could be HUGE 1. Instant mass adoption â first self-custody wallet integrated into a top-5 social app in the U.S. 2. Circular economy â creators receive TON, spend it on in-app payments or âholdâ it â sustained buying pressure. 3. Asymmetric risk-reward â TON's market cap â US $ 11 B; if only 10 % of users buy 10 US$ on average, +US $ 87 M of fresh flow enters.
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đ My 3-step plan (not financial advice) 1. Aggressive DCA at 3.05 â 2.90 US$; reinforce if volume > US $ 400 M daily. 2. Hedge: puts protect below 2.80 US$ (avoid âsell the newsâ). 3. Yield overlay: delegate TON in Tonstaker (â 5.8 % APR) and reinvest weekly rewards in OTM calls for November.
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âYour turn Do you think Telegram will turn TON into the âcrypto gatewayâ for non-crypto people? Comment YES or NO and explain your thesis in 10 wordsđ â The 3 hottest arguments đĽ will receive my mini-guide to DEX bots on TON.
1ď¸âŁ BNB â $857 ¡ New all-time high (touched $860) thanks to quarterly burn of 1.9 M BNB and whale purchases; daily volume +90 %. ďżź ¡ Quick idea: scalping at 845-870 US$ with stop at 825 US$ while the ATH hype lasts.
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2ď¸âŁ ONDO â $1.05 ¡ The TVL of tokenized T-Bills exceeds US$ 7 B and Ondo leads the chart. ďżź ¡ Launches USDY (4.25 % APY) on the Sei network: first tokenized T-Bill there. ďżź ¡ Quick idea: DCA 1.02-0.98 US$ + grid-bot 0.95-1.25 US$ while the RWA narrative continues.
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3ď¸âŁ SOL â $191 ¡ Probability of spot ETF approval rises to 90 %+ according to Bloomberg/Polymarket. ďżź ďżź ¡ Price maintains trend: closed yesterday at 187.66 US$ (+14 % biweekly). ďżź ¡ Quick idea: swing-long 185-178 US$ + calls August 30 strike 210 US$ ⤠4 US$.
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đ How to take advantage of the list 1. Check liquidity and spreads before entering. 2. Combine spot + light derivatives to manage risk. 3. Share this post with your best play and add #FlashList â the 3 comments with the most likes will receive my back-testing sheet for 2025.
Team BNB-ATH, ONDO-RWA or SOL-ETF? Tell me below and tag your trading partner! đ
â° The clock is ticking The SEC ordered issuers to resubmit their Solana spot ETF applications by July 31. This compresses the positioning window to just 4 days. ďżź
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đĄ Why is this BIG? Bloomberg Intelligence raises the approval probability to 95%. Yes, you read that right: when, not if. ďżź
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đ¸ Price today SOL is trading at US $ 186 â still far from ATH and before institutional hype. ďżź
âđ GENIUS Act: Is it the âBig Bangâ of stablecoins?â
Why it matters to me Yesterday, the GENIUS Act was signed in the U.S., and as a Latino trader, I understood that it was my warning signal: on-chain dollars now have clear rules.
The data that changes everything Since the announcement, Ethereum has risen 53% this month and Solana has become a topic in all forums again.
My plan in 3 steps (not investment advice) 1. Staggered entry in $ETH between 3,320-3,250 USD (zone prior to the EMA 21D). 2. Technical stop-loss -5% under support; I will re-evaluate if BTC loses 110k. 3. Partial take profit at 3,800 USD and reinvest 25% in $SOL at market if it closes above 185 USD.
Bonus bot I activate a grid-bot 0.8%-1.2% in $ETH/$USDC to capture volatility while I read the full text of the law.
Quick checklist ⪠Check liquidity in your CEX. ⪠Re-read the law (official PDF). ⪠Set whale alerts for movements >5M USD.
What would you do? Do you join the âregulatory tradeâ or wait for a pullback? Tell me below đ