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The Fed’s Next Chair Is Already Long Crypto
PLUS: X Turns Your Feed Into a Trading Terminal
Welcome back to The Warmup.
This is me trying to figure out this geopolitical conflict… and somehow getting even more confused.
Here’s what we’re watching:
Market Snapshot
X Turns Your Feed Into a Trading Terminal
BTC Short Setup (Risky)
The Fed’s Next Chair Is Already Long Crypto
Market: Crypto leading the charge, with SOL showing strong momentum while macro grinds higher and DXY weakens.
X Turns Your Feed Into a Trading Terminal
What’s going on:
Elon Musk’s X just rolled out “Cashtags”… and yeah, it’s exactly what it sounds like.
You can now tap on tickers or crypto names directly inside your timeline and instantly pull up price charts, related posts, and market data.
Think scrolling Twitter… but accidentally doing research on Bitcoin mid-meme.
Search an asset, and X auto-suggests it as a Cashtag. Tap it, and boom, you’re inside a mini Bloomberg terminal built into your feed.
For now, it’s only live on iPhone in the U.S. and Canada, with integrations like brokerage links already being tested.
But no, you can’t trade directly (yet).
What it means:
This is another step toward Musk’s “everything app” vision… and it’s very on-brand.
X isn’t trying to be your broker, it’s trying to own attention. And if traders start living inside the app for both content and data, that’s a big deal.
Big picture: finance is becoming content, and content is becoming finance.
X is trying to sit right in the middle of that loop.
BTC Short Setup (Risky)
What’s going on:
Bitcoin is showing short-term weakness after failing to reclaim higher levels, with price consolidating below resistance around the mid-$74K zone.
This looks like a potential lower high formation, suggesting sellers might be stepping in.
Key levels we’re watching:
Entry: $74,000 (current market price)
Target: $72,750
Stop: $74,900
Directional Bias: Cautiously bearish
Momentum is fading short term, but this is a counter-trend trade, so risk is higher than usual.
What we’re waiting for:
Rejection continuation from the $74K zone
Weak bounce attempts with low volume
Clean downside follow-through toward $72.7K
The Fed’s Next Chair Is Already Long Crypto
What’s going on:
Kevin Warsh, the frontrunner to replace Jerome Powell, just revealed his financials… and it’s not your typical TradFi portfolio.
He’s sitting on at least $192M in assets, with exposure to crypto names like Solana, Polymarket, Optimism, and Lighter.
It’s all tucked inside one of his investment vehicles, alongside bets on companies like SpaceX.
So yeah… the same guy who could soon decide interest rates and influence crypto regulation already has skin in the game.
Funny enough, he’s publicly called Bitcoin “the new gold”… but isn’t even holding it. Instead, he’s playing further out on the risk curve.
What it means:
This is where things get interesting. If confirmed, Warsh wouldn’t just be overseeing crypto from the outside, he’d be directly tied to its upside.
And the timing matters.
His confirmation process, new crypto legislation, and the upcoming Fed meeting are all colliding within the same window.
 | COW: |
 | MSTR: |
 | HOOD: |
Warsh as Fed Chair… bullish for crypto? |
Even in one of the most chaotic macro environments in years, the core message is clear: volatility is the price of adoption, not a sign of failure.
Despite wars, tariffs, AI disruption, and rate uncertainty, Bitcoin continues to show resilience and quietly build a stronger long-term foundation.
The real edge right now is not timing every move, but maintaining conviction while liquidity inevitably returns to the system.
If anything, this environment is less about fear and more about positioning, because when the noise fades, the upside could come fast.
— 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.