🪙 Bitcoin whales have sold a total of about 500,000 BTC over the past year - the main buyers are exchange-traded funds (ETFs), large companies and asset managers, which have collectively purchased about 900,000 BTC and now control almost 25% of the asset's total turnover.

Capital is shifting to institutionalizers - Bitcoin is becoming less volatile and more predictable.

Crypto Mindset✅️

BlackRock and Michael Saylor's Strategy now hold a combined 1,297,325 bitcoin worth $140.8 BILLION.

That's roughly 6.18% of the total BTC supply

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💰 The Pump Fun ICO sold out in under a minute.

Arkham: 189 on-chain accounts managed to commit $1M - the max cap.

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⚪️Ethereum is now on Telegram

Telegram is opening up to Ethereum-based DeFi with the launch of the Tac core network, a third-party blockchain connecting EVM-based applications to TON.

Tac allows you to deploy any EVM app to TON without rewriting code. And get immediate access to Telegram's audience.

Crypto Mindset✅️

💵The Stablecoin Wars: Who Will Own the Digital Dollar?

As crypto heats up, a new battle is emerging — not for L1s or memecoins, but for control over the next-generation dollar.
From Tether to PayPal to BlackRock, everyone wants a piece of the stablecoin stack.

🔑Key players and drivers:

➡️ Tether ($USDT): Still the king — over $110B in circulation, dominant in CEXs, OTC, and emerging markets
➡️ PayPal ($PYUSD): Now in Venmo, integrating with merchants, fully regulated but deeply centralized
➡️ BlackRock ($BUIDL): Not a classic stablecoin — a tokenized T-bill fund becoming Wall Street’s “digital dollar” ($500M+ AUM)
➡️ US regulation: CLARITY and GENIUS bills are shaping future rules for stablecoins and digital assets
➡️ CBDCs on pause: Private stablecoins keep gaining ground

Each stablecoin is playing its own game:

🟠 $USDT — Dominates in unstable currencies and frontier markets
🟠 $PYUSD — Expanding through PayPal’s Web2 rails and real-world payments
🟠 $BUIDL — Targeting institutions with yield-bearing, tokenized cash

📈Who’s next in line to rise?

🟢$USDC (Circle): Rebounding post-crisis, shifting focus to RWA and banking APIs
🟢 FDUSD: From First Digital Trust, gaining traction fast on Binance
🟢 EURe, XAUt: Gold- or euro-backed alternatives that could shine in times of USD stress
🟢 USDe (Ethena): Yield-bearing, algorithmic newcomer bridging RWA and DeFi

Stablecoins are no longer just “digital dollars” — they’re becoming the core of a new financial stack. Expect this sector to be the main battleground for liquidity and trust in the next cycle.

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Ethereum’s 10th Anniversary NFT: “The Torch”

To celebrate a decade since the launch of Ethereum's mainnet, the team is releasing a special NFT. The token will pass from one wallet to another until July 30, when it becomes available for public minting.

Joseph Lubin holds the first copy.

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⏱ Laundering Takes Minutes — and CEXs Can’t Keep Up

Crypto hacks in 2025 are breaking records: $3 billion stolen in six months, says Global Ledger.
CEXs, often with 10–15 minute reaction windows, were hit the hardest.

23% of laundering was done before any disclosure.

The fix? Automated, real-time threat detection.

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🎉 Ethereum turns 10 today

The network launches its “Believe in somETHing” campaign to mark a decade since genesis.

10 years in — and still the backbone of decentralized finance.

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‼️ The end of a legend: the story of the hard drive containing 8,000 BTC has come to an end

James Howells has given up searching for the discarded hard drive in a landfill. $950 million in BTC has been lost forever.

Perhaps the search will resume when BTC reaches $200k 😁

Crypto Mindset✅️

For the first time since late 2024, ETH crossed the $4,000 threshold, touching $4,012 in the last 24 hours.

The price has risen about 20% since January. Its peak price remains $4,878 from October 2021.

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💡Key concepts for surviving in crypto

➡️ Risk-adjusted vs nominal returns — The best trade isn’t the one with the highest % gain, it’s the one with the best reward for the risk taken. Compare assets to broader market trends and volatility before deciding.

➡️ Momentum — Fading strength is like standing in front of a moving train. Weak assets drop because demand is low. Don’t buy weakness, don’t short strength.

➡️ Altcoin categories — Group alts into tiers: strong performers, average, and consistent underperformers. Know what to buy and what to avoid.

➡️ Types of demand — General demand comes from excess liquidity. Structural demand is when an asset outperforms regardless of market conditions — and that’s the one you want.

In short - don’t just play the game, learn the rules that the winners use.

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🪙ETH Shows Strength Against BTC Since PoS Transition

CryptoRank reports that ETH/BTC has surpassed its 365-day moving average, signaling a bullish trend for the first time since September 2022.

A rebound from the 0.02 support level sets the stage for potential growth to $9,600 for ETH if Bitcoin remains around $120,000, approaching the 0.08 historical ratio.

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First U.S. government-issued stablecoin goes live in Wyoming

Wyoming has introduced FRNT, a stablecoin pegged to the dollar and secured by short-term Treasuries plus a 2% buffer.
The token is already live on major chains like Ethereum, Solana, and Avalanche.

Retail sales will follow after compliance checks, starting via Kraken and Visa Rain cards.

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🕯 Bitcoin and the Business Cycle

This chart overlays Bitcoin’s price with the business cycle oscillator - a macro tool tracking expansions (green) and contractions (red).

Here’s what stands out:

➡️ Every single Bitcoin cycle top (2013, 2017, 2021) aligned exactly with the peak of the red bar section.

➡️ Those peaks marked overheated macro conditions - late-stage liquidity, risk assets maxed, and BTC euphoria.

➡️ Today? We’re still deep in the green expansion phase. Historically, this is where Bitcoin grinds higher while liquidity remains loose.

Bitcoin doesn’t top in the middle of growth phases.

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🇬🇧 British pensions could bring billions into crypto

Even 1% allocation from £3.8 trillion would mean huge inflows.

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$320B Ethereum transactions in August – why analysts are bullish

Institutional demand, ETF interest, and network fundamentals suggest ETH could be severely undervalued.

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⛏️According to Hashlabs, the distribution of mining power in the world is as follows: 40% is concentrated in the USA, primarily due to significant investments in modern and energy-efficient equipment. Despite the cryptocurrency ban in China, it still accounts for 15% of the global Bitcoin mining hashrate. Europe lags behind in this regard due to expensive electricity costs.

Top countries by hashrate distribution:
1.  USA: 40%
2.  China: 15%
3.  Russia: 12%
4.  Canada: 5%
5.  Kazakhstan: 3.5%
6.  UAE: 3%
7.  Malaysia: 3%
8.  Norway: 1.5%
9.  Ethiopia: 0.3%

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Dalio Warns: Bitcoin and Gold Are Replacing Bonds as Dollar Weakens

Ray Dalio believes the U.S. economy is heading for a major debt crisis within three years.

With the dollar losing strength and debt costs skyrocketing, investors are moving capital from bonds into gold and Bitcoin, which Dalio calls key protective assets.

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