CoinMENA

📧🎙️ This week on Kalam Crypto: 🌍 Chainalysis reveals MENA is the 7th largest crypto market globally 💳 PayPal and Visa expand their #crypto services 📈 Updates on #BTC & #ETH ETF flows All this and more in this week’s edition of Kalam Crypto!

We’re often prisoners of the moment, losing sight of the bigger picture. In a world dominated by 24-hour news cycles, quarterly financial disclosures, and short attention spans, many forget to look at the macro view. Some might point out that Bitcoin has been relatively flat for six months, hovering around $60k in a so-called boring "crab market." But zoom out: Bitcoin is up 45% since the start of 2024, 140% since this time last year, and an incredible 670% over the past five years. It remains the best-performing asset class in the world across all these time frames. Yet, I believe the best is yet to come. Here is why this Bitcoin cycle might be the biggest yet. 1. Money printing will accelerate. In 2000, the M2 money supply, representing the total dollars in circulation, was $4.6 trillion. Today, it's $21 trillion—a staggering 78% dilution. This trend is set to accelerate as U.S. budget deficits rise alongside increasing interest expenses. U.S. interest payments now surpass annual military spending and will continue to rise as older bonds, issued at lower interest rates, are refinanced at higher rates. The key issue here is that with falling demand for U.S. Treasuries (USTs) from large holders like China and Japan, the Fed will step in to buy those Treasuries if there are no other buyers, creating a one-sided trade with no equivalent currencies like the Yen or Yuan on the other side—this is pure money printing. To add to this, China has just announced its largest stimulus package since COVID, further injecting liquidity into global markets. Bitcoin, often referred to as a liquidity sponge, is positioned to benefit from this environment. Recent research by analyst Lyn Alden shows that Bitcoin has moved in the same direction as global liquidity 83% of the time in any given 12-month period since 2013—higher than any other major asset class. 2. Interest rate cuts have begun For only the second time in history, the Federal Reserve has cut interest rates by 50 basis points, increasing access to capital and boosting market liquidity. Other major central banks, including the ECB and the People’s Bank of China, will or have already started cutting rates as well. 3. Bitcoin demand will accelerate. Since January this year, institutional demand for Bitcoin has exploded, driven by the launch of Bitcoin ETFs. These ETFs have already accumulated nearly 1 million BTC, making it by far the most successful ETF launch in history. With giants like BlackRock and Fidelity entering the market, institutional adoption is at an all-time high. And remember: there will never be more than 21 million Bitcoin. The demand from these institutions is pushing Bitcoin’s scarcity to new extremes. In summary, the dollar supply is growing infinitely, Bitcoin remains the world’s scarcest asset, and institutional demand is going parabolic. All signs point to the next 18 months being the most exciting period in Bitcoin’s history. Prepare accordingly. #Bitcoin #CoinMENA

📧🎙️This week on Kalam Crypto: ✂️ Fed cuts interest rates by 50 bps 💵 Revolut to issue a stablecoin 🤝 CoinMENA FZE partners with Mesh All that and much more in the region's leading weekly crypto newsletter.

Happy Saudi National Day! 🇸🇦 💚 To our family, partners, and friends in Saudi Arabia, may this day be filled with pride, joy, and inspiration for more achievements and continued progress. Wishing everyone a happy Saudi National Day!

Bitcoin: The Unique Diversifier “Bitcoin outperformed all major asset classes in 7 of the last 10 years” “These movements in bitcoin’s price continue to reflect, in part, its evolving prospects through time of becoming adopted on a widespread basis as a global monetary alternative” “Bitcoin is seen by some investors as a “flight to safety” in times of fear amid some of the most disruptive global events over the last five years.” The following statements aren’t from CoinMENA's Bitcoin blog or a university article—they're straight from BlackRock's latest Bitcoin report. Once a staunch critic, #BlackRock, led by Larry Fink, has changed its stance on Bitcoin. Like all smart people, when presented with new facts, they adjusted their position. What was once seen as a fringe asset has now become a “legitimate financial instrument,” with Fink comparing Bitcoin to “digital gold” and acknowledging its role in being a “flight to quality” as a hedge against currency debasement. This shift in perspective is a reminder for everyone in the region who remains on the fence. The window to embrace Bitcoin is narrowing, and those who wait too long may be left behind in what could be the first truly global asset class. 98% of the world does not own #bitcoin, we are still early. The time to act is now! Check out BlackRock’s presentation here: https://lnkd.in/dj8ZYquZ

Another major deal for Bitpanda Technology Solutions in the Middle East, with one of the region’s leading brokers CoinMENA. By working together we will unlock one of the most complete range of #cryptoassets available in the region, and allow CoinMENA to meet the demands of their users safely and securely. Our infrastructure isn’t just for banks - working together with brokers to offer people the best possible trading experience is at the heart of what we do too. Looking forward to working with Talal Tabbaa Dina Sam'an and the fantastic team at CoinMENA.

🚀 What a Week for Mesh! 🚀 💫 This past week has been nothing short of monumental for #Mesh. Sharing some incredible milestones that created a lasting impact: 🦊 MetaMask + Mesh: We’re thrilled to expand our partnership with the world’s leading self-custody web3 platform, empowering #MetaMask's 30M+ users with seamless and secure asset transfers from leading exchanges through Mesh Deposit.  🌍 CoinMENA Partnership: Through our strategic partnership with #CoinMENA, a leading digital assets trading platform in the Middle East, we're expanding our reach in the MENA region, making it easier and more secure than ever for CoinMENA users to manage crypto across platforms. ⚡ Coinbase Advanced API Program: Through this integration, users can access #Coinbase's unparalleled liquidity and top-tier execution across over 400 order books, while also benefiting from increased interoperability with hundreds of crypto wallets. By leveraging Mesh's innovative technology stack, Coinbase users can seamlessly manage their assets directly from the platform of their choice. 📋 Policy Advisory Board: We announced the formation of our Policy Advisory Board, a group of esteemed industry experts who will work together to shape the future of digital finance. Our founding members include: Elise Soucie, Ron Quaranta, Loni Mahanta and Paolo Pelizzoli. 🎤 TOKEN2049 Singapore: Our CEO, Bam Azizi, moderated a dynamic discussion on crypto payments and stablecoins with May Z., Ran (Goldi) Goldshtein, Alex Wilson, and Mike Giampapa. Bam and our VP of Sales and BD, Gabriele Galli, also hosted an exclusive luncheon at Milos, engaging in meaningful conversations and fostering new collaborations. As we continue building the future of crypto connectivity, we’re excited about what’s next!

Rate cuts are here. If you’ve made it through the Fed’s tightening cycle, congratulations. For only the second time in history, the Fed has cut interest rates by 50 basis points, even though CPI inflation remains above their 2% target. Why did they do this? It’s all about the U.S. debt spiral. The U.S. debt now stands at $35.4 trillion, an amount so massive that the principal will likely never be repaid, but the interest must be. This is why the Fed is cutting rates: the interest expense on U.S. debt has surpassed $1 trillion for the first time in history, projected to close at $1.2 trillion annually, which is more than U.S. defense spending. As a large portion of this debt, issued in a low-rate environment, comes due in the next 18 months, the Fed needs to cut rates to avoid skyrocketing interest costs. What does this mean for Bitcoin? Bitcoin has historically thrived in low-interest-rate environments. Over the past four rate hikes, beginning on March 16, 2022, Bitcoin's price surged from $42,000 to $64,000, a 52% increase. The Fed’s latest decision confirms that the U.S. will continue expanding its money supply to avoid default. In this environment, scarce assets like Bitcoin are poised to rise significantly in value. Notably, Bitcoin is up 45% this year, while gold has risen 25%, marking the first time both have been the top-performing assets in the same year! This suggests the market is starting to view Bitcoin less as a risk-on asset and more as a hedge against currency debasement. The next 18 months should be very interesting. Also, this is one of my favorite memes that I over-use, because I think its crazy how traditional finance think its normal / ok for interest rates to be arbitrarily set by unelected officials instead of free markets. #bitcoin

🚀 We're thrilled to announce our strategic partnership with CoinMENA, a leading digital assets trading platform in the Middle East! Through this collaboration, we're expanding our reach in the MENA region, making it easier and more secure than ever for CoinMENA users to manage crypto across platforms. 🔒 🌐 By integrating CoinMENA into Mesh’s extensive network, users will enjoy seamless crypto management—no more complex addresses, QR codes, or seed phrases! 📰 More details here: https://lnkd.in/gnxVZZKk #mesh #web3 #embeddedfinance

Proud to announce our latest partnership with Mesh 🚀 From day one, our mission at CoinMENA has been to fill a critical market need by providing a reliable platform for investors to seamlessly move between fiat <> crypto. This partnership enhances that mission by integrating Mesh’s innovative solutions to make onboarding even more user-friendly. This collaboration allows us to stay ahead of the curve and offer a more streamlined user experience, reinforcing our commitment to providing the best tools for investors in the #MENA region seeking secure exposure to digital assets.