Trading Pub – 18 July 25

02:00: Alt market likely started, with potential significant movement expected by August 1st due to US government acts.
02:49: Recent crypto regulations provide clarity on stablecoins, consumer protections, and tokenisation potential.
04:12: Anti-CBDC act prohibits Federal Reserve from moving forward with central bank digital currency.
08:36: Bitcoin bull market expected to continue for several more months.
11:26: Total crypto market cap projected to potentially reach 11 trillion.
14:41: Federal Reserve likely to cut interest rates despite current market boom.
17:46: Japanese monetary policy shift could trigger global bond market disruption.
19:52: Rising Japanese bond yields considered extremely bullish for cryptocurrency market.
20:29: Speaker attempting to exit Hargreaves Lansdown pension ETH tracker
21:35: ETH tracker investment now valued at almost 120K
22:23: Considering moving investment from Ethereum to Tao X
23:08: Convinced Tao is about to start shooting upwards
25:04: Selling entire ETH position at top of market wick
28:13: Tao market cap approaching 4 billion, currently at 0.1% of total crypto market cap
33:23: Meme wallet now valued at 226K, finally in profit
35:30: Bitcoin ETFs consistently buying Bitcoin, trend continuing upward
37:19: James P asks about interest rate timing for buy-to-let mortgages
38:08: Predicts global central banks will lower interest rates in controlled manner
40:38: Partnership discussions explore potential crypto exchange listings and collaboration implications
41:42: Subnet market shows positive growth but not yet convinced alt season has started
43:15: Confidential information shared about subnet 29 attempting to reactivate and sell subnet slot
46:19: Emphasises importance of transparency in subnet operations
47:02: Criticises subnet five (Open Kaito) for lack of transparency and progress
50:34: Discussion about potential Chinese dumping of US bonds and potential crypto market implications
57:37: Big announcement coming soon with Dippy subnet
58:18: Highlights Shaquille, 21-year-old subnet owner working with team from parents’ house
01:01:17: Alpha subnet trend shows recovery and potential stabilisation around 1.28 metric
01:02:17: Market conditions suggest aggressive alpha investment with declining root APY
01:08:24: Undisclosed entity planning $70 million Tao purchase, with potential $250 million purchase later
01:13:18: Siam no longer owns Bitcoin, now invested approximately 98% in Tao
01:21:15: Urgent recommendation to reallocate wallet towards alpha subnet before market opens
01:22:02: Discussing potential subnet exit strategies before bear market
01:24:11: Subnet 62 expected to generate revenue in next month
01:26:49: Stock price details confidential, ranging 250–500 tao per slot
01:27:39: Critical advice: Always acquire alpha when purchasing subnet slot
01:29:45: Exploring futures trading on alpha subnet with upcoming bridging for subnets 10 and 106
01:32:07: Holding off deploying Tao into alpha due to ongoing market bleeding
01:33:00: Tao X potentially capable of more than 3X price increase