Sina 🗝️⚡ 21st Capital
Sina 🗝️⚡ 21st Capital|Jun 30, 2025 21:55
Bitcoin Intelligence Report 18 is out! Just emailed to subscribers. And, I think this is our best work so far! The fundamentals we were looking for are finally here! We cover the arrival of full-stack stimulus: - Trump’s push for 1% rates, - Treasury’s stealth QE through curtailed long-term issuance, - Aggressive fiscal expansion via the Big Beautiful Bill. - A stablecoin bill adds structural Treasury demand. - Onchain, Bitcoin shows resilience at key cost basis levels despite persistent profit-taking. - Perp markets remain cautious but poised. - With liquidity expanding, policy aligned, and Bitcoin supply capped, the stage is set for a breakout. The setup is calling us to lean in! Access here: https://account.21stcapital.com/blog/full-stack-stimulus
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