Crypto’s Quiet Tension

DAILY MARKET OVERVIEW

End of Week Market Roundup

👋 Hey, Crypto Enthusiasts! The markets may look quiet, but there’s a lot happening under the hood this week. Let’s take a look.

🫁 Crypto Markets Hold Their Breath

Markets are in wait-and-see mode as geopolitical risks rise and investors brace for the next wave of volatility.

• The latest spark came on June 13, when Israel launched a strike that briefly sent gold prices surging. But the rally didn’t last. Gold has since cooled off, signaling that the initial rush for safe-haven assets may be fading.
  

• At the same time, WTI crude oil remains steady around the $75 mark, supported by growing concerns around the Israel-Iran conflict and the possibility of U.S. military involvement.

These tensions are quietly pushing investors to adjust their positions. The U.S. dollar has weakened slightly as markets begin to price in a higher chance of direct U.S. engagement in the region, potentially within the next 48 hours. Some traders have started rotating out of the dollar in response.

⛈️ Crypto: Calm on the Surface, Caution Below

In the crypto space, Bitcoin (BTC) continues to trade sideways. Despite rising global uncertainty and fresh political noise, particularly from Donald Trump’s social media activity, price action remains muted.

• The mood among investors is cautious, with many choosing to wait rather than react prematurely.
  

• But beneath this calm exterior, derivatives markets are flashing warning signs.

Options data shows that traders are actively hedging their positions, especially for BTC and ETH. Contracts expiring in June and September reveal a clear demand for downside protection, suggesting that many expect possible price drops and are preparing accordingly.

↩️ Ethereum Shows a Subtle Shift in Risk Expectations

One notable trend is that Ethereum’s June options are showing lower implied volatility compared to September. This suggests traders expect fewer near-term surprises, and could be backing away from short-term hedges or locking in profits after recent volatility.

In contrast, Bitcoin’s short-term options still carry a slight volatility premium, indicating that some traders remain nervous about sudden moves in the near future.

🤔 The Setup: Quiet Now, But Not for Long

Right now, the crypto market feels like a coiled spring. There’s tension in the air, and while prices haven’t moved much yet, it may only take one major headline or macro event to spark the kind of volatility we saw in the past.

For investors, the message is clear: stay alert. This quiet phase could be the calm before the next storm.

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🔻 Shorting Time?

Given the current market sentiment and the way altcoin charts are shaping up, the trend has clearly shifted toward shorting.

Shorting is when traders bet on the price of a coin going down. If the price does drop, they profit from the decline.

Platforms like Hyperliquid have surged in popularity by enabling users to both long and short cryptocurrencies in a decentralized way,requiring nothing more than a wallet.

A few setups we’re keeping an eye on include:

1. PEPE – the frog is forming a classic bearish head and shoulders pattern on the weekly chart. If the pattern plays out, PEPE could potentially drop 50% or more in the coming months.

2. XRP is another asset we’re watching closely. It’s currently sitting at a crucial support level - if this level breaks, the next key support to watch is around $1.76.
   
   Despite experiencing a massive pump, XRP has held up relatively well. If it does pull back to the $1.76 zone, we believe it could present a strong entry opportunity heading into Q4.

Most altcoin charts are showing weakness, so we strongly recommend that traders remain cautious. Price action has been unpredictable, and current market events make it especially difficult to forecast short-term movements.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

Kraken Launches Native BTC Yield Without Lending or Wrapping
Kraken users can now earn BABY token rewards by locking BTC via Babylon, without lending or leaving the Bitcoin network.

Tether CEO Unveils PearPass After Massive 16B Password Leak
Paolo Ardoino announced PearPass, a local open-source password manager, after a record-breaking cloud-based data breach.

Jupiter DAO Halts Governance Votes Until 2026
Solana-based Jupiter DAO pauses all voting amid backlash over insider influence, vowing governance reform and ecosystem focus.

Semler Scientific Targets 105,000 BTC for Treasury by 2027
Semler Scientific aims to become the second-largest corporate BTC holder, with a multi-year plan led by new Bitcoin strategy head.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

Coin Bureau – HyperLiquid Taking Over: HYPE Breakdown & Price Predictions!! (20.06.2025 Summary)

✅ What Is Hyperliquid?

• A new decentralized exchange (DEX) gaining popularity and market share fast.

• Runs on its own system with two main parts:

  • HyperCore – the trading engine.

  • HyperEVM – allows others to build dApps on it.

📈 Why People Are Talking About It

• Its coin Hype is rising in value and may become a top altcoin.

• Some think it could become as big as Binance or Solana.

🔑 Major Updates & Features

1. Assistance Fund: Started buying memecoins like Purr (connected to Hyperliquid).

2. Cross-chain support: You can now fund accounts with Bitcoin, Ethereum, Solana, etc.

3. HyperEVM Launch: Boosted app-building and total value locked (TVL).

4. Multi-sig Wallets: Improved wallet security and appeal to institutions.

5. USDT Integration & Hyperbridge: Made it easier to move stablecoins into Hyperliquid.

6. Hyperdrive Launch: Working on a stablecoin money market.

7. First $1B Trade: Big traders like James Win using the platform, although not always successfully.

⚠️ Controversies & Issues

• In March, a $4M loss and a coin (Jelly) had to be delisted due to price manipulation.

• This raised questions about centralization and market control.

• Hyperliquid responded by decentralizing the delisting process and expanding validators.

💸 Hype Token Details

• Fees from the exchange are used to buy and burn Hype, reducing supply.

• It’s also used to pay for things on HyperEVM and gets burned, making it potentially deflationary.

• Price is up, but user numbers and trading volume are down—likely due to speculation and DeFi leverage.

📉 Risks

• Overleverage could lead to mass liquidations if the market crashes (e.g. due to war or politics).

• Price of Hype could drop to $23 in a worst-case scenario.

• Otherwise, a normal pullback to $33 is possible before it moves higher.

📊 Price Prediction

• If adoption continues and no big events shake the market, Hype could reach $300, similar to Binance’s BNB at its peak.

🛠️ Upcoming Milestone: HIP-3

• Will allow anyone to launch perpetual futures pairs.

• To prevent abuse, 1 million Hype must be staked and is slashable for manipulation.

🚧 Challenges Ahead

1. Competition: Big exchanges like Bybit are launching their own DEXs.

2. Adoption: Hyperliquid’s user base may be limited.

3. Stablecoin Support: Still lacks native USDC/USDT, possibly due to centralization concerns.

4. Small Team: Only 10 people work on the project, limiting speed and innovation.

🧠 Final Thoughts

• Strong fundamentals, but faces competition and technical risks.

• Short term could be bumpy, but long-term potential remains—if it keeps growing and avoids major shocks.
  

Lark Davis – Why 2025 Is the Most Important Year in Crypto (20.06.2025 Summary)

Crypto feels quiet in 2025, but according to Lark Davis, this silence is misleading. Behind the scenes, some of the largest financial moves in the history of crypto are already happening. Davis believes this is the year crypto transitions from a speculative asset to permanent financial infrastructure.

Key points from Lark Davis:

• Corporations are buying big
  Companies like MetaPlanet, GameStop, and Trump Media are raising billions to add Bitcoin to their treasuries. Others are also buying Ethereum, Solana, XRP, and Fetch AI. Davis sees this as a sign that crypto is no longer just for retail investors.
  

• ETFs are driving a supply crunch
  BlackRock’s Bitcoin ETF hit $70 billion under management, becoming one of the most successful ETFs ever. Davis points out that ETF demand is now outpacing Bitcoin’s mining supply.
  

• Altcoin ETFs are next
  Over 30 altcoin ETF filings have already been submitted. Solana, XRP, Dogecoin, and Litecoin are front-runners. JPMorgan estimates multi-billion-dollar inflows once approved.
  

• Tokenization is gaining momentum
  BlackRock’s on-chain fund now makes up 40 percent of the tokenized treasury market. Davis says this proves that traditional finance understands the value of blockchain, even if it’s not loud about it.
  

• Governments are joining in
  Pakistan is setting up Bitcoin mining and reserves. Brazil may allocate 5 percent of its $370 billion in reserves to Bitcoin. Davis sees a global “game theory” playing out at the state level.
  

• Stablecoins are powering mass adoption
  Platforms like Shopify, Airbnb, Meta, and Google are integrating stablecoins for faster and cheaper payments. Davis says stablecoins are quietly becoming the cash layer of the internet.
  

• Gaming is quietly onboarding millions
  FIFA launched a blockchain game on Avalanche, potentially exposing millions of football fans to crypto without them realizing it.

Lark’s conclusion:
2025 isn’t loud, but it’s pivotal. Crypto is being integrated into corporate treasuries, traditional finance, governments, and consumer platforms. According to Davis, if you're waiting for headlines or hype, you’ll be too late.

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