Coin Bureau Podcast|06. Juli
Strategy Sells AGAIN & Europe's Crypto Crackdown Begins!
📉 Bitcoin Bounce & Strategy's Selling Spree
- Bitcoin briefly recovered above 63 K$ but dropped back to
61.7 K$ after Strategy announced the sale of 3,588 BTC ($215 M) under its “Bitcoin monetization program” – 10× higher than previous sales. Markets worry about the remaining ~$1.8 B overhang. - Technicals: BTC struggling at the 200‑week EMA; Coinbase premium negative for over 60 days – weak US institutional demand.
- MiCA (Markets in Crypto‑Assets) is the EU’s first comprehensive crypto law. The number of regulated platforms shrank from 3,000+ to 230, only < 20 have a leverage license (max 2× margin).
- USDT did not apply for MiCA – CEO Paolo Ardoino warns against requiring 60 % of reserves as cash deposits at European banks, citing systemic risk (→ SVB collapse).
- MIFID II threatens DeFi: protocols with central elements (governance tokens, team control) may be classified as financial instruments, leading to strict licensing. Brain drain is expected.
- Trump disclosed up to $1.4 B in crypto earnings (more than Coinbase) – critics call it obvious grift.
- FOMC minutes (Wed.) and PPI (Thu.) are key for rate expectations.
- Germany considers ending its 1‑year tax‑free crypto holding rule from 2027 – 25 % capital gains tax looms.
- Clarity Act has 50 % probability on Polymarket; growing support from law enforcement groups.
- Today: SpaceX added to Nasdaq‑100 (passive index funds buy).
- Wednesday: FOMC meeting minutes – insight into internal debate on forward guidance.
- Thursday: PPI – precursor to next week’s CPI.
