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- Monero Is Heating Up
Monero Is Heating Up
PLUS: Trump vs Powell
Welcome back to The Warmup.
This is me on a Wednesday night figuring out which memecoin you’re going to sell to pay rent.
Here’s what we’re watching:
Market Snapshot
Monero’s Privacy Trade Is Heating Up
Silver Breakout Play
Trump vs Powell
Market: Crypto is leading the tape with BTC, ETH, and SOL all green, while equities pull back and volatility spikes.
Monero’s Privacy Trade Is Heating Up
What’s going on:
Monero just ripped to a new all-time high above $700, jumping 14% in 24 hours and +45% on the week. That move pushed XMR into the 11th-largest crypto by market cap.
This isn’t happening in isolation.
The privacy coin sector is waking up, with sector market cap up 3.5% and trading volumes jumping 32%. Privacy tokens have also outperformed the broader crypto market since October’s $19B market crash.
The main catalyst is regulation.
As governments expand KYC and AML requirements, investors looking for confidential transactions are rotating into privacy-focused assets like Monero.
Upcoming EU AML rules set for 2027 will ban crypto service providers from handling privacy coins and anonymous accounts, putting Monero and Zcash directly in the spotlight.
What it means:
The bid for privacy is real, and Monero is the purest expression of that trade.
That said, risks are rising.
Social sentiment around Monero is overheated, and onchain data shows declining development activity since January. That divergence suggests momentum may cool once hype fades.
If this is a sustained regulatory-driven shift, pullbacks may offer better entries than buying peak excitement.
Silver Breakout Play
What’s going on:
Silver is breaking above its prior all-time high, and this time price is holding.
We’ve seen a daily close and multiple 4H closes above the old ATH. Last time price hit this level, sellers immediately rejected it. Now, that same level is acting as support.
Volume on the move has been solid, which adds confidence this breakout has real demand behind it.
Key levels we’re watching:
Entry zone: $84–$86
Support: $83 → invalidation level
Conservative target: $90
Aggressive target: $99
Breakdown risk: Close below $83 flips the setup bearish
Directional Bias: Cautiously bullish
What we’re waiting for:
Acceptance above the prior ATH
Volume expansion on continuation
No loss of $83
Trump vs Powell
What’s going on:
The clash between Donald Trump and Jerome Powell just escalated.
The Fed is now under criminal investigation tied to a $2.5B HQ renovation that’s ~$700M over budget. Officially, it’s about taxpayer abuse. Unofficially, it lines up perfectly with Trump’s push for aggressive rate cuts.
Powell broke protocol and fired back, saying this is political pressure tied to monetary policy. That triggered a rare response: all living former Fed chairs publicly backed Powell, warning this kind of pressure is how inflation spirals start.
Markets took note. Long-term yields ticked higher, gold caught a bid, and the dollar softened slightly.
What it means:
This isn’t about renovations. It’s about Fed independence heading into a political year.
Short term, market reaction has been muted. Powell’s term ends in May anyway.
But zooming out, political pressure on monetary policy tends to push long-term yields higher and support hard assets.
Not a panic signal. But not noise either.
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Is the Trump vs Powell showdown bullish for markets? |
The Clarity Act didn’t kill crypto’s upside, it clarified the path forward by separating real risks from headline noise.
Stablecoins, ETFs, and compliant infrastructure are still gaining ground, even if the market briefly panics around the details.
What matters most is that regulatory clarity lowers uncertainty and unlocks institutional capital over time.
If history rhymes, this period of confusion is exactly what sets the stage for the next push to new all-time highs.
— The Warmup Team
Always do your own research. This newsletter is supplemental material to help educate readers as they make their own decisions. Projects mentioned here are provided to give a potential early-mover advantage.