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- 📉 Dollar Drops, Stablecoins Surge — Who’s Really in Control?
📉 Dollar Drops, Stablecoins Surge — Who’s Really in Control?
June 26, 2025 | Market Mood: 74 - Greed 🤑But Bears Are Raiding the Party
⏱️ Quick read (2‑3 min): Mortgages go crypto, Circle tanks, and Tether sweats 😅
Here’s what we’ve got today:
🏠 Buy a home with BTC? Fannie just gave the green light
📉 Circle down 25% — IPO glow-up didn’t last
🧠 GENIUS Act hits hard — is Tether next to fall?

😱 FEAR & GREED INDEX

The dollar’s crashing, stablecoins are shopping like it’s Black Friday, and crypto’s stepping up.
Circle’s stock just faceplanted, Tether’s feeling the heat, and Ethena’s high yields vanished overnight.
But Bitcoin’s holding strong—and now, your crypto might even get you a mortgage.
🧪 Poll of the Week
The Dollar Just Got Rekt — What Now?

The DXY hit its lowest level since February 2022. Down 10% YTD. Inflation? Global de-dollarization? Meme magic?What’s killing the dollar? 👉 Vote wisely — your reputation’s on the (fiat) line. |

This Week’s Big Movers
🔺Sei (SEI) +53% 🔺Kaspa (KAS) +11% 🔺Movement (MOVE) +51%
🔺Threshold Network (T) +22% 🔺Bananas for Scale (BANANAS31) +195%
🔺FUNtoken (FUN) +142% 🔻Siren (SIREN) -66% 🔻Status (SNT) -44%
🔻Polyhedra Network (ZKJ) -39% 🔻AB (AB) -34% 🔻Mantra (OM) -15%

🔥 Spot vs. Derivatives: Which Bitcoin Market Moves the Needle?

Everyone talks about “Bitcoin trading,” but spot and derivatives markets play very different games.
If you’re ape-ing in without knowing the difference, you’re probably exit liquidity. Here’s why this matters:
Spot = actual BTC. You're buying the asset. It affects long-term price floors.
Derivatives = leverage casino. Futures, options, and perpetuals can 10x gains—or wipe you fast.
Whales often manipulate one to affect the other.
ETFs only trade spot, but most market fireworks? Derivs-driven.
👉 Learn how to read both markets like a pro (and stop getting rekt): Bitcoin Spot vs. Derivatives Trading — What’s the Difference?

🌍 Market Overview: Bitcoin Holds Steady, Fiat Starts Cracking

📈BTC held ~$103K as $412M in ETF inflows rolled in.
💸 The U.S. Dollar Index (DXY) dropped to 97.48, its lowest since Feb 2022 — down 10.1% YTD.
📉 Circle’s stock tanked 25% post-IPO, while Tether faces new regulatory heat under the GENIUS Act.
Ethena’s USDe yield collapsed from 60% to <5%, sending shockwaves through the stablecoin yield scene.
TradFi’s lagging while crypto quietly plugs into the U.S. system.
From mortgages to T-bills, stablecoins aren’t just internet money anymore.
👉 What to Watch Next Week:
Will stablecoin issuers continue to hoard Treasuries as yields tighten?
GENIUS Act fallout — does Tether bend, or break?
BTC ETF Flows Post-Holiday Lull: Continuation or Cooldown?

📰 News That Caught Our Attention
📉 Circle Crashes Post-IPO While Tether Faces Regulation Heat
Circle’s stock nosedived 25% just days after its IPO, as investors braced for the GENIUS Act’s crackdown on non-transparent stablecoin models. Meanwhile, Tether could be forced to prove its reserves or exit U.S. markets entirely.
👉Is this the end of "trust us, bro" finance?
🏠 You Can Now Buy a House With Crypto
In a historic shift, the FHFA ordered Fannie Mae and Freddie Mac to recognize crypto holdings on regulated exchanges as mortgage-qualifying assets, eliminating the need for conversion.
👉 Is this the first step toward full crypto–real estate integration?
🪙 DeFi Might Go Legit
In a rare pivot, the SEC is considering exemptions for DeFi projects. Yes, that SEC.
👉 Is this a trap… or the real start of regulation by collaboration?
🗳️ ApeCoin DAO Might Self-Destruct to Launch “ApeCo”
The ApeCoin DAO voted on potentially sunsetting itself and migrating under Yuga Labs as a new entity called ApeCo. The vote closed June 24, but the community is split.
👉 Exit to centralization or the beginning of something bigger?

📚 RESOURCES WE LIKED THIS WEEK
📈 What If You Bought Bitcoin Instead of Reagan-Era Stocks?
This wild time-travel analysis compares 1980s blue-chip investments to modern-day BTC bags. Spoiler: the boomer portfolio got smoked.
🏦 Top Crypto Lending Protocols in 2025
From Aave to Gearbox, this breakdown ranks the top lending dApps by TVL, risk models, and user base.
🌍 Iran–Israel Conflict: Why Crypto Reacted
Geopolitics meets price action — this explainer breaks down how the latest war jitters shook crypto markets (and which tokens bounced back fastest).

🤣THE MEMEING OF LIFE





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🔔 Stay sharp, trade smart, and remember: The market doesn’t care about your feelings. See you next time! 🚀
⚠️ Disclaimer: Not financial advice. Do your research before making any trades.
