Monday, July 14, 2025

5 ways BTC reaches $1 Billion by June 2026

Hyper-Accelerated Global Monetary Devaluation and Hyperinflation:
- Premise: A rapid and severe global economic crisis, characterized by unprecedented levels of quantitative easing and fiscal stimulus across major economies, leading to a catastrophic loss of confidence in fiat currencies. This scenario would involve widespread hyperinflation in multiple reserve currencies, rendering traditional stores of value (e.g., government bonds, low-yield equities) effectively worthless.
- Mechanism: As governments resort to increasingly aggressive money printing to service burgeoning national debts and fund social programs, the purchasing power of their currencies would erode at an exponential rate. Investors, institutions, and even nation-states would desperately seek an alternative, scarce, and censorship-resistant store of value.
- Bitcoin's Role: Bitcoin's fixed supply cap (21 million) and disinflationary emission schedule (halving every ~4 years) would make it the ultimate hedge against hyperinflation. Its programmatic scarcity would be perceived as the only reliable counter to infinite fiat currency creation. In such an environment, the demand for Bitcoin would not be driven by speculative interest but by an urgent need for financial preservation, akin to a "flight to safety" on a global, systemic scale.
- Mathematical Implication: If the global money supply (M2) in major economies (USD, EUR, JPY, GBP, CNY) were to expand by, say, 50-100% annually for the next year, and a significant fraction (e.g., 5-10%) of this newly created liquidity sought refuge in Bitcoin, it could theoretically drive its market cap to extreme levels. For instance, if global M2 is roughly $100T, and just 1% of this flows into BTC due to hyperinflation, that's a $1T market cap.
Near-Total Institutional Adoption and Sovereign Wealth Fund Influx:
- Premise: The complete capitulation of traditional financial institutions and sovereign wealth funds to Bitcoin as a primary reserve asset, driven by the aforementioned monetary crisis and a competitive fear-of-missing-out (FOMO) dynamic.
- Mechanism: Following the initial institutional inroads made by spot Bitcoin ETFs and corporate treasuries (e.g., MicroStrategy, various publicly traded companies), this scenario posits an aggressive, rapid pivot. Central banks, sovereign wealth funds (e.g., Norway's Government Pension Fund Global, Abu Dhabi Investment Authority), and major pension funds (e.g., CalPERS, CalSTRS) would begin allocating unprecedented percentages (e.g., 1-5%) of their multi-trillion-dollar portfolios to Bitcoin. This would not be a gradual adoption but a sudden, synchronized shift.
- Catalyst: The collapse of confidence in traditional financial instruments and the proven resilience of Bitcoin during extreme market volatility would serve as the catalyst. Regulatory hurdles would be summarily dismissed or overcome by overwhelming market pressure and national security interests (preserving wealth).
- Mathematical Implication: With global institutional assets under management (AUM) estimated in the tens of trillions (e.g., $100-200T), a mere 0.5-1% allocation to Bitcoin across these entities would represent a capital inflow of $500B to $2T, potentially pushing the market cap into the trillion-dollar range.
Quantum Leap in Lightning Network Adoption and Microtransaction Utility:
- Premise: The Lightning Network, or a similar Layer 2 scaling solution, achieves near-ubiquitous adoption for global retail payments and remittances, fundamentally transforming Bitcoin into the world's primary medium of exchange.
- Mechanism: Significant technological breakthroughs would eliminate current friction points in Lightning (e.g., liquidity management, channel management, routing reliability). User interfaces would become so intuitive that Bitcoin transactions via Lightning would be seamless, instant, and virtually free, surpassing traditional credit card networks and even stablecoin alternatives in efficiency and reach.
- Network Effect and Demand: This would lead to an exponential increase in Bitcoin's utility beyond just a store of value. As billions of people use Bitcoin for daily transactions, the underlying demand for the base layer asset would surge, driven by the need for channel liquidity, security, and the inherent network effect. Enterprises would integrate Lightning into their payment infrastructure, further solidifying its position.
- Self-Reinforcing Loop: Increased utility drives increased demand for the underlying asset, which in turn fuels price appreciation, attracting more users and developers, creating a virtuous cycle.
Bitcoin Halving (April 2024) and Subsequent Supply Shock:
- Premise: The April 2024 halving event would precipitate an unprecedented and sustained supply shock, far exceeding historical price responses.
- Mechanism: With the block subsidy decreasing from 6.25 BTC to 3.125 BTC, the daily new supply of Bitcoin would be cut in half. In a scenario of hyper-accelerated demand (as described above), this reduced issuance would clash violently with surging inflows, creating an extreme imbalance between supply and demand. Miners would hold rather than sell, further exacerbating the supply crunch.
- Price Discovery: Traditional price discovery mechanisms would be overwhelmed. The market would be forced to reprice Bitcoin dramatically upwards to reflect its new scarcity in the face of insatiable demand. This would manifest as a "melt-up" scenario, where price gains are parabolic due to a lack of available sell-side liquidity.
Global Geopolitical Realignment and Digital Asset Hegemony:
- Premise: A significant shift in global power dynamics where nations or blocs of nations adopt Bitcoin as a de facto or de jure reserve asset and a tool for economic sovereignty, circumventing existing financial systems.
- Mechanism: Nations facing sanctions, seeking financial independence, or simply recognizing the inevitable shift would openly embrace Bitcoin. This could include state-sponsored mining operations, large-scale Bitcoin purchases for national treasuries, and the development of national Bitcoin-backed financial products. This would be a coordinated, albeit non-public, effort among several nations.
- Network Effect on a National Scale: The first few nations to formally integrate Bitcoin would create immense pressure on others to follow suit, leading to a geopolitical "Bitcoin arms race" where securing a significant BTC treasury becomes a matter of national economic security.

The Daily Market Flux - Your Complete Market Rundown (07/14/2025)

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Company News

Fastenal Company (FAST)

Performance Overview

1D Change: 4.16%

5D Change: 6.13%

Fastenal Beats Q2 Earnings Estimates, Stock Hits 52-Week High

Fastenal Company (FAST) kicked off the earnings season with a strong performance for the second quarter of 2025. The company reported earnings per share (EPS) of $0.52, surpassing estimates of $0.51 and marking a 4% increase year-over-year. Revenue also exceeded expectations, reaching $1.89 billion, up 1.9% from the previous year.

Full coverage of $FAST on MarketFlux.io

Autodesk, Inc. (ADSK)

Performance Overview

1D Change: 5.08%

5D Change: -6.61%

Autodesk Stock Soars as Company Abandons PTC Acquisition Plans

Autodesk's stock has surged following reports that the company has abandoned its pursuit of software firm PTC. The potential cash-and-stock deal, which would have been one of the year's largest acquisitions, valued PTC at $23.2 billion and Autodesk at $60 billion.

Full coverage of $ADSK on MarketFlux.io

Waters Corporation (WAT)

Performance Overview

1D Change: -13.87%

5D Change: -12.22%

Waters and BD Unit Announce $17.5B Merger, Creating Life Science Powerhouse

Waters Corporation and BD's Biosciences & Diagnostic Solutions unit are merging in a $17.5 billion Reverse Morris Trust deal. The transaction will create a leading life science and diagnostics company focused on regulated, high-volume testing.

Full coverage of $WAT on MarketFlux.io

Macro Events

Trump's Fresh Tariff Threats Rattle Global Markets

European shares and Wall Street futures tumble as President Trump issues new tariff threats against the EU and Mexico.

Trump's 30% Tariff Threat Rattles Markets as China's Trade Data Defies Expectations

China's trade data for June has shown a surprising rebound, defying concerns about a tariff-driven slowdown. Exports rose by 7.2% year-on-year, surpassing previous figures, while imports also rebounded with a 2.3% increase. This positive momentum comes as exporters rush to capitalize on a fragile tariff truce between Beijing and Washington ahead of a looming August deadline.

Fed Official Hammack: Economy Healthy, but Inflation Concerns Persist; No Immediate Rate Cuts Planned

Federal Reserve official Michelle Hammack has made several key statements regarding the current economic situation and monetary policy. Hammack emphasized that the economy is "really healthy," but inflation remains a concern. While progress has been made towards the Fed's target, inflation is still too high, necessitating a continued restrictive monetary policy stance.

White House Adviser Slams Fed's Tariff Stance, Calls for Rethinking Central Bank's Actions

White House Senior Adviser Kevin Hassett criticizes the Federal Reserve's stance on tariffs, calling it "very wrong." He suggests a need to rethink the Fed's actions and awaits their response to "cost overrun."

Fed Chair Calls for Review of Costly Headquarters Renovation Amid Pressure

Federal Reserve Chair Jerome Powell has requested the Fed's inspector general to review the costs of a $2.5 billion headquarters renovation project.

Trump Open to Trade Talks, Expects European Delegation for Tariff Discussions

President Trump expresses openness to trade talks, particularly with Europe. He indicates that European representatives are coming to discuss trade deals and tariffs.

Trump Adviser Hassett Emerges as Top Contender for Fed Chair Amid Inflation Concerns

Kevin Hassett, a former White House economic adviser to Donald Trump, is emerging as a frontrunner in the race for the next Federal Reserve Chair. The Washington Post reports that Hassett is gaining momentum in the selection process, which remains fluid under President Trump's administration.

Trump Slams High Interest Rates, Calls for Sub-1% Rates Amid 'No Inflation'

President Trump criticizes high interest rates, claiming they cost $360 billion per point. He asserts there's no inflation and argues rates should be below 1%.

Global Inflation Data Mixed as Central Banks Navigate Economic Landscape

Switzerland's Producer Price Index (PPI) remained steady at -0.7% year-over-year in June. Meanwhile, India's Wholesale Price Index (WPI) inflation unexpectedly turned negative, dropping to -0.13% from 0.39% previously, defying estimates of 0.53%.

EU Prepares Retaliatory Tariffs as US Trade Tensions Escalate

The European Union is bracing for a potential trade war with the United States. Italy's Foreign Minister Antonio Tajani revealed that the EU has prepared a list of tariffs worth $24.52 billion on US goods if trade negotiations fail. EU Commissioner Šefčovič emphasized the need to prevent this scenario.

BOJ Mulls Inflation Forecast Hike Amid Rising Food Prices

The Bank of Japan (BOJ) is poised to revise its inflation forecast upward at the upcoming July 30-31 meeting. This consideration comes in response to higher-than-expected rice and food-related prices.

Money Market Yields Soar as Trump's Trade War Rattles Markets

Money market accounts and savings rates are offering attractive yields, with APYs up to 4.41% and 4.3% respectively. The U.S. 10-Year Treasury yield remains steady as markets await CPI data.

BOJ Survey Reveals High Inflation Expectations Among Japanese Households

Japanese households anticipate significant inflation, according to a BOJ survey. 85.1% expect prices to rise next year, with an average increase of 12.8%.

Mexico Prepares for Potential Tariff Showdown with US

Mexican President Sheinbaum addresses the ongoing tariff negotiations with the US. She reveals that both countries have a working scheme until August 1st.

Trump Touts Economic Strength, Criticizes High Interest Rates While Admitting to Market Agitation

President Trump boasts about the US economy's strength, claiming it's performing well despite high interest rates. He praises Treasury Secretary Bessent for calming the market.

Brazil's Economy Unexpectedly Contracts as High Interest Rates Take Toll

Brazil's economic activity unexpectedly declined in May, signaling a significant downturn.

Brazil Seeks US Tariff Reduction and Postponement, Eyes Special Terms for Exports

Brazil plans to approach the US with a request to reduce tariffs to 30%. According to CNN Brasil, the country may also seek a 90-day postponement on upcoming tariff hikes.

Bond Markets Shift as Traders Reassess Fed Rate Cut Expectations

The bond market is experiencing significant shifts as investors recalibrate their expectations for Federal Reserve actions. Treasury yields continue to steepen, with the 30-year bond yield approaching the psychological 5% level. Traders are now skeptical about a potential September rate cut, a sentiment shift occurring just before the release of new consumer price index data.

ECB to Assess Negative Scenarios Amid Trump Tariff Threat, Rate Hold Expected

The European Central Bank (ECB) is set to review downside scenarios next week in response to President Trump's recent tariff threat. This scenario is expected to be more negative than anticipated in June.

Geopolitics Events

Trump Issues 50-Day Ultimatum to Russia, Threatens 100% Tariffs and Boosts Ukraine Support

In a significant shift in U.S. foreign policy, President Donald Trump has issued a stark ultimatum to Russia, threatening to impose severe "secondary" tariffs if a deal is not reached within the next 50 days. The proposed tariffs could reach as high as 100% on Russian exports, a move that would have far-reaching implications for global trade and diplomatic relations.

Trump Threatens Russia with 100% Sanctions, Promises More Weapons for Ukraine

President Donald Trump has made a bold announcement regarding the ongoing conflict in Ukraine. In a meeting with NATO's Secretary General, Trump declared that the United States would impose 100% "secondary" tariffs on Russia if a ceasefire deal is not reached within 50 days. This threat extends to countries that continue to trade with Russia, particularly those purchasing Russian oil.

Trump's 30% Tariff Threat Rattles Markets as China's Trade Data Defies Expectations

Supreme Court Greenlights Trump's Massive Education Department Downsizing

In a significant legal victory for the Trump administration, the U.S. Supreme Court has lifted a lower court's order that had previously halted the White House's plans to drastically reduce the Department of Education's workforce. This ruling clears the way for President Trump to proceed with his controversial initiative to "streamline" the agency.

White House Adviser Slams Fed's Tariff Stance, Calls for Rethinking Central Bank's Actions

xAI Launches "Grok for Government," Secures DoD Contract

xAI, Elon Musk's artificial intelligence company, has unveiled "Grok for Government," a suite of AI products tailored for U.S. government customers. The announcement includes a new contract with the Department of Defense.

Trump Unveils Massive AI and Energy Investment Plan in Pennsylvania

President Donald Trump is set to announce a significant $70 billion investment in artificial intelligence and energy sectors in Pennsylvania.

Trump Open to Trade Talks, Expects European Delegation for Tariff Discussions

President Trump expresses openness to trade talks, particularly with Europe. He indicates that European representatives are coming to discuss trade deals and tariffs.

Pentagon Partners with Top AI Firms for National Security Initiatives

The Pentagon's CDAO has awarded $200 million contracts to four frontier AI companies: Anthropic, Google, OpenAI, and XAI.

Trump Slams High Interest Rates, Calls for Sub-1% Rates Amid 'No Inflation'

President Trump criticizes high interest rates, claiming they cost $360 billion per point. He asserts there's no inflation and argues rates should be below 1%.

Money Market Yields Soar as Trump's Trade War Rattles Markets

Money market accounts and savings rates are offering attractive yields, with APYs up to 4.41% and 4.3% respectively. The U.S. 10-Year Treasury yield remains steady as markets await CPI data.

Trump Brags About Ability to Sway Stock Market with TV Appearances

President Trump boasts about his influence on the stock market.

China Approves Synopsys' Multibillion-Dollar Ansys Acquisition

China has granted conditional approval for Synopsys' $35 billion acquisition of Ansys.

Trump Touts Economic Strength, Criticizes High Interest Rates While Admitting to Market Agitation

President Trump boasts about the US economy's strength, claiming it's performing well despite high interest rates. He praises Treasury Secretary Bessent for calming the market.

Trump Calls Putin "Tough Guy," Downplays Talks with Russian Leader

President Trump offers a nuanced view on Russian President Vladimir Putin, describing him as a "tough guy" while hesitating to label him an "assassin."

Trump Unveils Plan to Arm Ukraine with Advanced U.S. Weapons Through NATO

President Trump meets with NATO Secretary-General Mark Rutte to discuss Ukraine support. Trump announces a deal to send top-of-the-line weapons, including Patriot missiles, to Ukraine via NATO allies.

Iran Finalizes Military Protocols for Strait of Hormuz, Closure Decision Pending

Iran's National Security Parliamentary Committee has finalized military protocols for the Strait of Hormuz. However, no decision has been made to close the strategic waterway.

Chinese Tech Firm Contests U.S. Military Affiliation Ruling

China-based Hesai, a LIDAR manufacturer, is appealing a U.S. ruling that upheld its designation as a company aiding Beijing's military.

Technology Events

Meta CEO Zuckerberg Pledges Billions for Superintelligence, Unveils Massive AI Data Center Plans

Mark Zuckerberg, CEO of Meta Platforms, has announced a massive investment in artificial intelligence, pledging hundreds of billions of dollars to build superintelligence. This ambitious plan involves constructing several multi-gigawatt data centers to power Meta's AI efforts.

Pentagon Partners with Top AI Firms for National Security Initiatives

The Pentagon's CDAO has awarded $200 million contracts to four frontier AI companies: Anthropic, Google, OpenAI, and XAI.

Meta Considers Scrapping Open-Source AI Model for Closed Approach

Meta's new Superintelligence Lab, under Chief AI Officer Alexandr Wang, is contemplating a significant shift in AI strategy.

Cognition Acquires Windsurf Amid AI Industry Talent Grab

AI startup Cognition, known for its coding agent Devin, has agreed to acquire Windsurf. This move comes just days after Google struck a $2.4 billion deal for Windsurf's top talent and licensing rights.

Crypto Events

Bitcoin Shatters Records, Surpassing $122,000 Amid U.S. Lawmakers' "Crypto Week"

Bitcoin has surged to unprecedented heights, crossing the $120,000 mark and reaching a new all-time high of $122,000. This remarkable rally comes as U.S. lawmakers focus on pro-crypto legislation during what's being called "Crypto Week."

Strategy Acquires 4,225 Bitcoin for $472.5 Million, Boosting Total Holdings

Strategy, a major player in the cryptocurrency market, has made a significant move by acquiring 4,225 Bitcoin for $472.5 million. The purchase, made between July 7-13, was at an average price of $111,827 per BTC.

Sequans Boosts Bitcoin Holdings, Now Owns Over 1,000 BTC Worth $120 Million

Sequans Communications has significantly expanded its Bitcoin holdings. The chipmaker purchased 683 additional Bitcoin for $79 million, paying an average of $116,000 per coin.

Crypto Treasuries Surge as Firms Launch Multi-Million Dollar Initiatives

Mercurity Fintech launches a $500 million DeFi treasury focused on Solana, while Sonnet BioTherapeutics agrees to an $888 million crypto treasury deal. MicroStrategy, now called Strategy, benefits from Bitcoin's record price.

BitMine Immersion Boosts Ethereum Holdings to $500 Million, Stock Rises

BitMine Immersion, a cryptocurrency company, has significantly increased its Ethereum holdings to approximately $500 million. This substantial investment follows a successful capital raise, boosting the company's Ethereum treasury strategy.

Corporate Actions Events

Crypto Giant Grayscale Confidentially Files for U.S. IPO

Grayscale Investments, a prominent crypto investment firm, has confidentially submitted a draft registration for an initial public offering (IPO) to the U.S. Securities and Exchange Commission (SEC).

Musk Firmly Rejects Potential Tesla-xAI Merger

Elon Musk has firmly rejected the idea of a merger between Tesla and xAI.

Huntington Bancshares Acquires Veritex in $1.9 Billion Banking Merger

Huntington Bancshares announces acquisition of Veritex Holdings for $1.9 billion in an all-stock deal. The merger aims to expand Huntington's presence in the banking sector.

Musk Backs Tesla Investment in xAI, Opposes Merger as Shareholders Prepare to Vote

Elon Musk clarifies his stance on Tesla's potential involvement with xAI, his AI startup. He opposes a merger but supports an investment, subject to shareholder approval.

Autodesk Abandons PTC Acquisition Bid, Stock Climbs

Autodesk has abandoned its pursuit to acquire software firm PTC, a deal that would have been one of the year's largest. The potential cash-and-stock acquisition valued PTC at $23.2B and Autodesk at $60B.

Fixed Income And Interest Rates Events

Trump Slams High Interest Rates, Calls for Sub-1% Rates Amid 'No Inflation'

President Trump criticizes high interest rates, claiming they cost $360 billion per point. He asserts there's no inflation and argues rates should be below 1%.

Trump Touts Economic Strength, Criticizes High Interest Rates While Admitting to Market Agitation

President Trump boasts about the US economy's strength, claiming it's performing well despite high interest rates. He praises Treasury Secretary Bessent for calming the market.

Bond Markets Roil as Euro Holds Steady Amid Tariff Tensions

Global bond yields surge as Digital Dutch Finco completes €850m bond offering. Euro remains resilient despite tariff concerns, while bond markets show signs of unease.

Brazil's Economy Unexpectedly Contracts as High Interest Rates Take Toll

Brazil's economic activity unexpectedly declined in May, signaling a significant downturn.

Bond Markets Shift as Traders Reassess Fed Rate Cut Expectations

Misc Events

EU Summons X for Talks Over Grok Chatbot's Antisemitic Content

EU officials are set to meet with X representatives following antisemitic posts made by the company's Grok chatbot. The incident has raised concerns about AI ethics and content moderation on the platform.

Iran Confirms No Plans Set for Nuclear Talks with US

Iran's Foreign Ministry Spokesperson Baghaei has announced that there is no specific date, time, or location set for the next round of nuclear talks between Iran and the United States.

Earnings Events

Fastenal Stock Climbs as Q2 Earnings Beat Estimates, Revenue Meets Target

Fastenal's Q2 earnings surpass expectations, driving stock gains.

Explore more at MarketFlux

Ndax Market Report, Key Notes & Crypto Overview

Market Updates

Over the past seven days, the global cryptocurrency market capitalization has increased from CA$4.58 trillion to CA$5.19 trillion.
Bitcoin's market dominance stands at 63.7%, while Ethereum's share is 9.7%.

Crypto News

Canada Seeks New U.S. Trade Deal by Aug. 1 Amid Trump's Threat of 35% Tariffs Ctvnews
Bitcoin ETFs Attract Record $1.2B in Inflows as BTC Price Hits New All-Time High CryptoSlate
US Senators Propose Sanctions on El Salvador’s Bukele Over Bitcoin and Human Rights Concerns CryptoSlate
The Graph Integrates Real-Time Data Streaming with TRON Blockchain to Boost dApp Development CryptoSlate
New Zealand Bans Crypto ATMs, Imposes Limits on Cash Transfers to Fight Financial Crime Cointelegraph
TON Foundation Clarifies Misleading UAE Golden Visa Claims, Denies Official Partnership CryptoSlate
Ethereum Foundation Completes First OTC ETH Sale, SharpLink Buys 10,000 ETH as Treasury Reserve CoinDesk
NFT Sales Reach $2.8B in First Half of 2025 Despite Continued Drop in Trading Volume Cointelegraph

Market Moves

Over the past 24 hours, the price of BTC has fluctuated between CA$162K and CA$168K registering a 12% change over the past week and a market cap of CA$3.3 trillion. At Ndax, the weekly movers are ALGO, which saw a 58% increase in the last seven days reaching a market cap of CA$3.3 billion, and HBAR, which experienced a 50% rise with a market cap of CA$13.9 billion. (At time of writing)

Upcoming Events

July 15 – SEI Token Unlock
July 15 – US Core CPI Announcement
July 15 – Canada Core Inflation Rate Announcement
July 16 – ARB Token Unlock