加密上涨真实原因：美债回购翻倍与白宫加密峰会

So now we need Congress to take the next step by passing the Clarity Act, a fair version of the Clarity Act.

The Bitcoin price has started surging.

So tokenization, [music] we're at the beginning of a super cycle.

Crypto has started surging. Here's the real reason why.

But do you look at this announcement, Michael, and say maybe this is QE [music] in disguise,

as well as why certain altcoins continue to show strength. I understand that Mike is also working to bring hyperlquid into the United States in a fully.

Watch today's whole video so you understand [music] everything. And before we get to the announcements made at the crypto summit today, like Trump being asked if the administration has plans to accumulate sizable amounts of Bitcoin.

Does the administration have any plans to accumulate sizable amounts of Bitcoin or other [snorts]

Well, it's been talked about. I think I'd probably rely on Paul and the whole group for that. He'll make a decision. You guys will make a decision and you'll let me know. But certainly it's been talked about. It's uh it's [snorts] taken a lot of pressure off the dollar. It's been very very good for the dollar. And I think if you came in with recommendations, two of you, if you came in with some recommendations, I would certainly listen.

We've heard this before. It's all just talk until it actually happens. Although I'm hopeful that this is not why crypto started pumping. It started with liquidations. Bitcoin surges over 7% to its highest level since June 2nd as 1.2 billion worth of shorts are liquidated in 60 minutes, forcing price higher. This started as the US Treasury Department announced they're about to double their debt buybacks as Bessant moves to steady the bond market.

This is yield control. This is a form of QE. The news is this. The US Treasury announces it will double the size of long-term US government debt buybacks following the rapid surge in US Treasury yields. Repurchases of $2 billion will now be increased to at least $4 billion, I think, per month. The US Treasury said the move is intended to provide liquidity support for bonds maturing in 10 to 30 years as total US debt near 40 trillion.

This is a form of QE. This makes money cheaper and thus boosts risk assets.

But do you look at this announcement, Michael, and say maybe this is QE in disguise?

Yeah, I think that's sort of the the puns. You know, you saw the zero hedges of the world already come out with that. And exactly right. I mean, it's interesting too, right, as the Fed was sort of reducing the reserve management purchases. Here we go with another sort of instrument to support Treasury liquidity as it's officially kind of set out, but it also is purchases. So yes, to your point, it kind of is. Obviously, it's not the same as a larger scale QE program, but it buys time again and it kind of calms the markets.

Now, bond markets plunged on the news again, making money cheaper, making it easier to borrow. And keep in mind, the change will start September 9th and only go through November 4th. So to me, while this isn't a monumental move, this isn't the biggest move, this is signal Bessant is signaling that the US Treasury will support this market by any means necessary. Bloomberg Intelligence's IRA Jersey shares the details.

So they're not starting this till September. So again, it's like anticipating, right? So yeah. Yeah. Well, what happens is again, this is part of the whole quote unquote regular and predictable, right? So, so that they they set out a schedule every the beginning of every month uh kind of right be right around the time that they announce the uh the issuance for for the the the next uh couple of auction cycles. And then when they do that, they um they'll announce the sizes and then what they're going to buy in each individual bucket.

They just did that last week, right? So now so they're waiting and and basically again regular and predictable. So here's a predictable. We're now doing four billion dollars of buybacks instead of two billion in these maturity buckets starting September 9th, right? And and that's when they'll um they'll start to buy these uh these slightly higher sizes. And now things are starting to build because on the day that the US Treasury signaled to the market they will support a growing US market any means necessary, Trump met with some of the biggest crypto executives at the White House summit signaling which crypto companies and crypto coins are in the room where it happens.

For example, Brad Garlinghouse, CEO of Ripple, behind this gentleman, CEO of Ripple in the conversations.

And Brad Garlinghouse, CEO of Ripple. Brad, thanks, sir.

Thank you very much, Brad.

Sergey Nazeroff. I spoke with him on stage in New York last year. He's one of the co-founders of Chainlink. Showed some appreciation. I just um want to say that what chairman Selig and Chairman Atkins are doing and the president has enabled with his leadership is actually working. So if you look at stable coin usage and adoption, it's increasing the usage and distribution of the US dollar at higher and higher levels and than our industry has ever seen specifically because of the Genius Act and the movement of more and more treasuries into stable coins and therefore into more and more hands across the world.

And now the tokenization of equities thanks to chairman Celig's and chairman Atkins great work and collaboration and actual you know work together rather than working against each other as before is going to distribute US equities globally and increase the distribution of those. So you know we power a lot of these um applications and companies so we know what the numbers actually are and they're massively increasing because we have regulators and leadership that enables the success and distribution of these US-based assets.

So there there's actually a very real and tangible outcome that's really now benefiting the US and uh adoption of US issued assets and the US dollar. So I just want to mention that it really is working and uh hitting all-time highs. So thank you very much.

And then of course both Donald Trump and CEO of Coinbase Brian Armstrong signaled support signaled that Congress needs to pass the Clarity Act before midterms. That is still a priority. I think what's most important next, of course, is this uh September 15th vote that we have with the Clarity Act. This would make all of the progress that this administration has made durable into the future so it could survive for decades and decades to come.

And you know, make no mistake, there are uh folks out there who would they want to see this legislation not happen, right? Uh maybe uh some of the big banks don't want the competition from crypto companies. Other banks are leaning in and have endorsed it, which I think is is really powerful. And so if we all come together, I think we can uh get this bill over the finish line and hopefully get more than uh 60 votes come September 15th.

We saw hype hyperlquid token jump 11% today as Trump said some very bullish news about bringing hyperlquid state side.

I understand that Mike is also working to bring hyperlquid into the United States in a fully compliant and legal fashion. It's working very hard on that. as well as news from altcoin injective INJ. Injective receives SEC transfer agent registration for institutional service ARM. So if you're bullish on Injective token, you like this. Injectives affiliated entity, meaning the company behind Injective, can now maintain securities ownership records, adding regulated market infrastructure to its growing push into tokenized assets.

So, we know tokenization is only getting bigger. Injective wants a piece and is and is filling out the proper paperwork, talking to the proper entities to make that happen. For example, Robin Hood CEO Vlad was in the White House as well. Just that morning before he arrived, he pushed Ethereum tokenizati

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