June 2026 Is The Most Important Month In Crypto — 3 Altcoins To Own

本站添加: 2026-05-25

[00:00:00]The new Fed chair, Kevin Walsh, started Friday morning. Inflation's at 3-year highs and June, next month, is when everything either breaks or bounces up higher. And by the end of this video, you'll know exactly which assets I have on my radar for both outcomes and why most people will be on the wrong side of the markets. So, here's what happened, fast. This week, Tuesday, CPI inflation 3.8% versus 3.7 expected. It was hot. Markets dumped, and then people moved on.

[00:00:37]They shouldn't have, because Wednesday, PPI inflation came in. Wholesale inflation, what producers pay before the cost reach you, the consumer, came in at 6% versus 4.9 expected. That is the biggest monthly jump in 4 years, since March 2020. Good.

[00:00:58]Two inflation shocks back-to-back days. That is not good. The Fed simply cannot [music] ignore that.

[00:01:05]And then Thursday, the day after, was retail sales came in. The numbers, they look fine on the surface, until you realize gas prices surged 12.3% in April. People right now are paying more for fuel instead of things they actually want. Clothing fell 1.5%.

[00:01:24]Furniture fell 2%. Inflation right now is outpacing wage growth for the first time in 3 years.

[00:01:33]That is stagflation.

[00:01:36]One important caveat as well, before we move on, that most investors are missing and potentially a reason why we shouldn't be bearish on our portfolios right now.

[00:01:46]As hard as it is to hear from True Flation's blog, part of April's CPI spike, the spike in inflation, was a statistical distortion. The government shutdown that happened last October.

[00:01:59]That actually forced the BLS to suspend shelter data. That takes up I think 40% of the total CPI inflation report. They crammed 12 months a full year worth of rent increasing data into a single print.

[00:02:16]That's why CPI spiked likely and therefore likely it will reverse May and June. So next CPI print could look significantly colder, which is a silver lining. But don't mistake that for it being all clear.

[00:02:30]Tariffs and energy pressure is still building in the pipeline.

[00:02:34]The picture is still more complex than my headline suggest. And that's exactly why we need to be aware and prepare of the opportunity that lives in the shadows.

[00:02:45]This brings me to the three things that happening in June next month that will determine everything. The first and most important is Kevin Warsh. Warsh. Nothing like your own power.

[00:02:57]Warsh is not your typical Fed chair. No, he has been openly critical for how the Federal Reserve manages inflation. And that has enormous real world consequences to your portfolio. The Fed's preferred inflation metric and has been the case for years now has been PCE.

[00:03:15]But Warsh here, he thinks that gauge is in his own words a scientific wild guess or a rough estimate.

[00:03:24]He prefers trimmed gauges specifically the Dallas Fed's trimmed mean PCE and the Cleveland Fed's medium PCE. Which basically this gauge strips out the extreme price movements in both directions. So energy spikes from for example a war in Iran right now would get filtered out of it.

[00:03:43]Under those measurements the underlying inflation trend looks significantly less alarming. Not 3.5, 3.2, 3.8. In the two region still.

[00:03:53]Now, here's why that matters for June next month specifically.

[00:03:56]Cuz if Wars can convince the other Fed members to adopt the trimmed method, if he can go for the preferred gauge of the trimmed method, which he very likely will try, he has a legitimate framework now to justify cutting rates even with CPI and PCE and inflation running hot. Because under the new measures or under the trimmed measures, the underlying trend is close to two, which is the Fed's target. Energy is not a factor anymore.

[00:04:19]So, short-term, that's rocket fuel for the crypto market, sending Casper, Bitcoin, Ether, everything so much higher.

[00:04:28]But he has a mountain to climb.

[00:04:30]Cast your mind back to 2021, 2022.

[00:04:35]The Fed kept telling us inflation was transitory. You can see here in the charts, PCE headline spiking massively.

[00:04:43]But then look at the trimmed charts, taking another 6 months or so to catch up.

[00:04:49]The Fed used these trimmed measures back then.

[00:04:53]They used the exact same trimmed measures. The gauges showed inflation as lower than what people were actually feeling at the checkouts, at the pump, on the rent.

[00:05:01]The Fed missed this. They missed it. And when they finally caught up, they hiked so much faster and so much harder than anyone expected, which crashed the crypto and entire financial markets.

[00:05:15]People blamed COVID, and COVID was a factor of it, but it was the Fed using the wrong inflation metrics.

[00:05:21]The same risk exists now.

[00:05:25]With the Iran war keeping energy prices elevated, the gauge that filtered out these trimmed measures, it could be a dire consequence Wars choosing that. The average person will still get hammered at the pumps.

[00:05:40]Wars could ultimately be looking at the wrong dashboard, and by the time he realizes it, the damage has already been done.

[00:05:48]So, here is the three-way trap for us to keep in mind right now that he's walking into and therefore we will be walking into as well.

[00:05:55]Given what Hike says, credit Titans, crypto dumps hard, and uh we move on to the next cycle.

[00:06:02]He holds and does nothing, which Jerome Powell did. So, inflation continues to drag and we slowly bleed again and we find a bottom.

[00:06:10]Then he decides to convince the Fed members to switch to the trimmed measures.

[00:06:15]He cuts rates into disinflation. Short term, the markets will love that. Crypto will explode like rocket fuel.

[00:06:22]But if the Iran war persists another 3 to 6 months or so, that cut becomes a policy error and that forces even higher rates later down the line. It is a fantastic short-term catalyst, but disastrous in the long term.

[00:06:41]Now, war is most definitely the most important variable out of the three major catalysts we're going to get through.

[00:06:48]But again, he's not the only one. There are more important variables. The second thing happening in June that has the power to completely change Governor Warsh's hand, the one catalyst that could flip the entire market overnight, that is the Iran ceasefire.

[00:07:03]Every ugly data point we just went through, retail sales, PPI, CPI, all of this tracks back to one thing right now and that is the Iran war. A ceasefire doesn't stop the bleeding, but it does trigger an instant repricing.

[00:07:20]Oil will fall back down below $100 quite easily, quite easily. CPI will follow within weeks coming back down as well.

[00:07:28]Suddenly, Warsh doesn't need to look at these trimmed measures of PCE. He can go through the real ones because the the actual ones will have already moved.

[00:07:39]He the already headline numbers will already be good for him. He hasn't got to justify changing the Fed measures.

[00:07:46]Now, we don't know when the cease fire's going to come in, but the point being, you don't have to predict when the cease fire will come in.

[00:07:52]You just need to be positioned before it happens. Because by the time it is on the news, the move is already halfway done.

[00:07:58]So, just keep in mind and stay ahead of the markets.

[00:08:03]Now, for years, for years, the biggest single biggest structural headwind for crypto in America has been toy on certainty. This is the third major variable.

[00:08:14]That is what the Cloud Shock is going to change. Bringing finally regulatory clarity in the United States, giving crypto genuine legal definition for the first time in America. Clarifying what is a commodity and what is a security, creating a framework institutions have been desperately waiting for to pump trillions of dollars into the market.

[00:08:35]This week, the markup passed forward to the Senate. A massive massive win. We saw a good pump in the market the day it happened as well.

[00:08:43]The law is not implemented yet, though.

[00:08:46]But the direction is positive. Every step forward for this bill towards Trump's desk is an important structural unlock this market has been waiting for. And unlike the other two variables, Kevin Walsh potentially cutting rates when inflation's high and the war in Iran potentially coming to an end, who knows when though, this one is an independent variable and catalyst that will pump crypto regardless of the macro conditions.

[00:09:14]Walsh, Iran, Clarity Act, all three converging in June.

[00:09:23]And that's exactly why I have three assets on my radar that I'm going to show you, the ones that I'm talking about, on my radar, that I believe are positioned for every single scenario.

[00:09:33]The first asset, of course, is Casper.

[00:09:36]For those who've been in my community here for a while, you know exactly why, but here's why this particular scenario, this window, is a different and better opportunity for us. Casper has spent a long time below its all-time high, like pretty much every crypto project, but it has been the last 3 years being one of the most technically impressive proof of works, or dare I say, crypto protocols in the entire space. It's fast, decentralized, fair launched, which is an important caveat, but always there was one seeding, one hurdle that Casper couldn't surpass, and it was programmability.

[00:10:12]But that changes next month, in June.

[00:10:15]The Dakota hard fork brings covenant programming and ZK verification directly to the layer one, which, to put that simply, Casper becomes a programmable layer one for the first time ever. DeFi, native tokens, smart contracts can all start being launched on Casper, all on the base layer.

[00:10:35]This upgrade with This upgrade with potentially three major macro catalysts could make June a month to remember for Casper and potentially its price action.

[00:10:46]In saying that, in full honesty, developer adoption has to follow, has to follow this upgrade for the thesis to play out in full, and this takes time.

[00:10:57]But the window, the big update, everything changes in June next month, and for Casper specifically, that window is now open.

[00:11:05]The second asset on our list is Bittensor, TAO.

[00:11:09]This one is the AI narrative play, and right now that narrative has more institutional firepower and adoption behind it than almost anything else in the crypto space, especially even in the top 20. A simple version of what Bittensor TAO is is a decentralized marketplace where AI models, computing power, and data compete against one another to get rewarded based on the value they actually produce. There's not any Google, Microsoft, Open Network.

[00:11:35]There's nothing like that. No centralized in that aspect. The best AI wins. Tao is the settlement token that makes it all work. Now, why does June matter for Tao specifically? Well, you have got institutional adoption that is building every single day. The likes of Grayscale, Bitwise, for example, they both filed with the SEC for spot Tao ETFs back in December last year. And the decision can come as early as August this year, which is not that far off, and the decision can happen before that as well.

[00:12:04]And remember, the market not price in the decision.

[00:12:07]It priced in the probability that it will happen.

[00:12:10]And with AI adoption growing more and more, that probability could also increase. So, we're inside the window of possibility right now. But it tends to tell leave the AI narrative rotation we're seeing. It easily has the highest upside of all three assets I'm covering in this video right now. But the risk exists.

[00:12:28]Some have called out Tao for being centralized, which may be a cause for concern. So, of course, do your own research and size in accordingly.

[00:12:37]The third and final asset for this video, it is Hyperliquid, ticker HYPE.

[00:12:42]This one is different from the other two because other ones have some proof-of-work elements in it. This one has no proof-of-work elements in it, but in saying that, I believe the likes of Kaspa and Tao need the macro to cooperate accordingly for them to perform to their best. I don't think Hyperliquid, however, needs the macro to be a deal. Of course, if it is fantastic, but if not, it has fundamentals already in place that are strong enough to hold on regardless of the macro.

[00:13:09]Hyperliquid, as it stands, is currently the largest derivative exchange in crypto, and it's not even close.

[00:13:15]Over $56 million in monthly fees with more than 95% of that used for daily hype buybacks. Every single day, the protocol is actively buying back and burning its own tokens from trading revenue alone. That is huge. Not a promise. That is a machine that is actually running and on chain data prove that as well.

[00:13:35]And furthermore, this week in a very big announcement, Coinbase exchange became the official USDC treasury deployer on Hyperliquid and Circle became the technical deployment partner. That's the most regulated and trustworthy stable coin in the world deepening its integration with Hyperliquid infrastructure. That is massive and explains why you saw hype showcasing so much bullish momentum this day in particular on the Thursday.

[00:14:01]If you want to go deeper into what we covered in this video from entry levels into those assets and even more assets, trading this scenario in this environment, confidential reports from leading industries that discuss these sort of thesis and more, that's what the private community here, my private community, is for. Link is in the description. First week is on me, so completely free 7-day free trial. That being said, family, as always remember, don't be emotional. Be logical.

[00:14:28]And I'll see you in the next one.