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Bitcoin is trading at $77K after rejecting $80K resistance. Are we only 55% through the bear market, or is this the launchpad for the next leg up? Alex and Graham break down the macro setup, then Real.Finance strategic advisor Pauli Speaks joins for the second half to talk EVM-compatible L1s, RWA tokenization, and the $ASSET token.

In this episode:

- Bitcoin's quiet exchange volumes — lowest since October 2023

- Rekt Capital, Jurrien Timmer & Jamie Coutts on where we are in the cycle

- RHODL metric flashing "cheap"

- Spot ETF flows: $138M out of BTC, $87M out of ETH

- Paul Tudor Jones: BTC beats gold as an inflation hedge (with caveats)

- The rise of Digital Asset Treasuries: Bitmine's 5M ETH stash

- Tom Lee's $60K ETH thesis — visionary or delusional?

- Tether's record $344M USDT freeze tied to Iran's central bank

- Trump's Strategic Bitcoin Reserve — announcement incoming?

- INDOPACOM running a Bitcoin node: what does "operational testing" mean?

Plus a deep dive with Pauli Speaks on Real.Finance's tranching system, the native $ASSET token, the upcoming Euro-derivative stablecoin, and the roadmap ahead.

Token Narratives is Bitcoin.com's weekly markets and macro show. Subscribe and hit the bell so you don't miss the next episode.

Chapters:

00:58 - Welcome to Token Narratives

01:25 - Market Update: Stocks and Precious Metals

03:10 - Crypto Analysts' Insights

04:40 - Wrecked Capital's Bear Market Analysis

06:00 - Urien Timmer's Bull Market Prediction

08:16 - Rodal Metric and Bitcoin Analysis

11:50 - Glassnode's Trading Volume Data

13:06 - Paul Tudor Jones on Bitcoin as an Inflation Hedge

15:27 - Market Sentiment and Economic Outlook

19:20 - Rise of Digital Asset Treasuries (DATs)

23:32 - Tom Lee's Ethereum Price Target

30:53 - Introduction of Special Guest: Polly Speaks

31:32 - Real Finance Overview

34:17 - EVM Compatibility and Real Finance

37:48 - Asset Token and Tranching System

43:04 - Euro Stablecoin and Future Plans

47:26 - Real Finance Roadmap and Future Milestones