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- Stablecoins Are in a Bull Market of Their Own
Stablecoins Are in a Bull Market of Their Own
PLUS: Why Markets Are Tanking
Welcome back to The Warmup.
Interviewing for a job after being up $2,000,000 on Fartcoin and not selling.
Here’s what we’re watching:
Market Snapshot
Stablecoins Are in a Bull Market of Their Own
Bitcoin Trade of the Day
Why Markets Are Tanking
Market: Risk-on tone building, led by strong crypto momentum while volatility cools.
Stablecoins Are in a Bull Market of Their Own
What’s going on:
While most of crypto chops sideways, stablecoins keep quietly gaining momentum.
Stripe just reached a $159B valuation, with stablecoin infrastructure playing an increasingly important role.
At the same time, Meta confirmed it is re entering digital payments with a stablecoin friendly strategy aimed at its massive global user base.
Meta has reportedly sent RFPs to crypto infrastructure firms to support stablecoin payments across Facebook, WhatsApp, and Instagram, targeting an early H2 2026 rollout.
Stripe is widely viewed as the leading candidate after acquiring Bridge and securing a national bank trust charter that allows it to custody crypto and manage reserves.
What it means:
Importantly, Meta is not launching its own token.
The strategy is stablecoin agnostic, focused on enabling payments through third party rails inside a new in app wallet.
This is bigger than it looks. Meta’s ecosystem reaches nearly 4B people monthly.
If even a small share of WhatsApp remittances, creator payouts, or cross border transfers move onto stablecoin rails, onchain volumes could surge.
Bitcoin Trade of the Day
What’s going on:
Bitcoin broke down from a symmetrical triangle with decent volume confirmation.
However, around $66K the move looks extended, so no fresh shorts recommended.
Key levels we’re watching:
Support: $62K
Resistance: $66K–$67K
Breakdown risk: Strong close above $62K
Directional Bias: Bearish (but late)
What we’re waiting for:
Relief bounce into resistance
Or new consolidation
Volume confirmation on follow-through
Why Markets Are Tanking
What’s going on:
Markets are slipping and nerves are clearly rising.
Three forces are behind the move.
First, tariff risk is back in focus after Trump floated a new 15% global tariff threat following the Supreme Court setback.
Second, AI concerns are pressuring SaaS stocks as investors reassess how resilient those business models really are.
Third, geopolitical tension is heating up.
Reports indicate the US has moved a large share of its air power toward the Middle East ahead of this week’s Iran nuclear talks.
Bottom line, uncertainty is building and markets are reacting exactly how you would expect.
What it means:
Volatility could stick around in the near term. But one contrarian signal is flashing.
Search interest for “Bitcoin is Dead” just surged near cycle highs. Historically, this kind of extreme pessimism tends to appear close to market bottoms.
No guarantee we are done going lower.
But for long term bulls, sentiment is starting to look very washed out.
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Markets are down and uncertainty is rising. What’s your move here? |
AI isn’t just another tech trend, it’s a platform shift that will reshape entire industries faster than most people expect.
The biggest winners likely won’t be the loudest names today, but the companies quietly embedding AI into real-world workflows and monetizable products.
At the same time, the window for asymmetric upside tends to close quickly once the narrative becomes obvious to everyone.
The investors and operators who stay early, curious, and adaptable are the ones most likely to capture the outsized gains this cycle could produce.
— 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.