π Bitcoin's Active Supply Drops to Critical Level
The 30-day change in active BTC supply has fallen to -17% β the same level seen right before the September 2024 rally began.
This metric often signals accumulation phases, hinting at a potential bullish move... if macro drama doesn't get in the way π
β Alex Adler, CryptoQuant
The 30-day change in active BTC supply has fallen to -17% β the same level seen right before the September 2024 rally began.
This metric often signals accumulation phases, hinting at a potential bullish move... if macro drama doesn't get in the way π
π£ "Tell Elon to stop fighting with the president β weβre supposed to have a rally, and theyβre ruining everything."
β Alex Adler, CryptoQuant
π3
π¨π³ Chinese Firm Buys In: $528M for BTC Treasury
Publicly traded DDC Enterprise (NYSE), known for plant-based foods and marketing services, has announced a $528M fundraising round to accelerate its Bitcoin treasury strategy π°
The company is joining the growing list of institutions integrating BTC into their balance sheets β and doing it at scale. π
Publicly traded DDC Enterprise (NYSE), known for plant-based foods and marketing services, has announced a $528M fundraising round to accelerate its Bitcoin treasury strategy π°
The company is joining the growing list of institutions integrating BTC into their balance sheets β and doing it at scale. π
π2
π US M2 Money Supply Hits New Record β $21.94T (+4.5% YoY)
May marked the 19th consecutive monthly increase in M2, breaking the previous all-time high from March 2022 β right before BTC crashed further into the bear market.
Unlike 2020βs money printing, this surge is likely driven by commercial bank lending, not QE. But if Trumpβs Big Bill passes, the US deficit could balloon to $3.4T/year, pushing for more debt, lower rates, and another wave of liquidity.
π΅ More money = weaker dollar = bullish for stocks and crypto.
β οΈ Wild card: a potential US recession this fall. If the Fed reacts too slowly (unlike 2020), markets could face turbulence.
May marked the 19th consecutive monthly increase in M2, breaking the previous all-time high from March 2022 β right before BTC crashed further into the bear market.
Unlike 2020βs money printing, this surge is likely driven by commercial bank lending, not QE. But if Trumpβs Big Bill passes, the US deficit could balloon to $3.4T/year, pushing for more debt, lower rates, and another wave of liquidity.
π΅ More money = weaker dollar = bullish for stocks and crypto.
β οΈ Wild card: a potential US recession this fall. If the Fed reacts too slowly (unlike 2020), markets could face turbulence.
π3β€2π1
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πΈ Why are institutions buying $ETH?
Tom Lee, known for pivoting his BTC mining company into an ETH staking firm, shared a bold vision on U.S. financial TV. He claims banks will soon begin buying $ETH en masse β not for speculation, but to secure their own stablecoins.
π Since most stablecoins are being issued on Ethereum, banks will need to protect the chain that secures them. Bank of America already announced itβs ready to launch its stablecoin once U.S. regulations are clear.
π§ One theory suggests the value protected by a blockchain shouldnβt exceed the cost to attack it β meaning the more stablecoins on Ethereum, the more $ETH must be bought to secure it.
Lee is front-running what he sees as inevitable: banks accumulating $ETH to defend their own interests. Visionary or wishful thinking? Time will tell.
Tom Lee, known for pivoting his BTC mining company into an ETH staking firm, shared a bold vision on U.S. financial TV. He claims banks will soon begin buying $ETH en masse β not for speculation, but to secure their own stablecoins.
π Since most stablecoins are being issued on Ethereum, banks will need to protect the chain that secures them. Bank of America already announced itβs ready to launch its stablecoin once U.S. regulations are clear.
π§ One theory suggests the value protected by a blockchain shouldnβt exceed the cost to attack it β meaning the more stablecoins on Ethereum, the more $ETH must be bought to secure it.
Lee is front-running what he sees as inevitable: banks accumulating $ETH to defend their own interests. Visionary or wishful thinking? Time will tell.
β€2π2π1
π Bull run warming up?
Markets are heating up β Bitcoin just reclaimed $109,000, fueled by news that the U.S. is easing some export restrictions on China. π₯
Meanwhile, on Twitter (X), rumors are flying: Elon Musk allegedly accumulating BTC quietly. He even liked a post suggesting heβs stacking sats behind the scenes. Coincidence? π
Sentiment is turning bullish fast. Could we see a new BTC all-time high this month? ππ§
Markets are heating up β Bitcoin just reclaimed $109,000, fueled by news that the U.S. is easing some export restrictions on China. π₯
Meanwhile, on Twitter (X), rumors are flying: Elon Musk allegedly accumulating BTC quietly. He even liked a post suggesting heβs stacking sats behind the scenes. Coincidence? π
Sentiment is turning bullish fast. Could we see a new BTC all-time high this month? ππ§
π2β€1
π₯ Solana ETF With Staking Debuts on Wall Street!
The Rex-Osprey Solana + Staking ETF just launched in the U.S., raking in $12M on day one β and making history as the first Solana ETF in the U.S. with staking built-in.
π Over $33M in trading volume was recorded, though analysts note institutional appetite for SOL is still early-stage.
πΊπΈ SEC is expected to approve more crypto ETFs this year, but this one already signals a new era for staking-based investment products.
π‘ Custody and staking are handled by Anchorage Digital, the only federally chartered crypto bank in the U.S.
Solana price: $153, still down 48% from Januaryβs $293 high β but this ETF launch could shift momentum. π
The Rex-Osprey Solana + Staking ETF just launched in the U.S., raking in $12M on day one β and making history as the first Solana ETF in the U.S. with staking built-in.
π Over $33M in trading volume was recorded, though analysts note institutional appetite for SOL is still early-stage.
πΊπΈ SEC is expected to approve more crypto ETFs this year, but this one already signals a new era for staking-based investment products.
π‘ Custody and staking are handled by Anchorage Digital, the only federally chartered crypto bank in the U.S.
Solana price: $153, still down 48% from Januaryβs $293 high β but this ETF launch could shift momentum. π
π₯4
π¦ 22 More Corporates Join the Bitcoin Race
Over the past 30 days, 22 new companies have entered the game of building strategic Bitcoin reserves, according to data from Deterministic Optimism.
π The trend of corporate BTC accumulation is accelerating β signaling growing confidence in Bitcoin as a long-term treasury asset.
Looks like the "corporate FOMO" phase is just getting started. π
Over the past 30 days, 22 new companies have entered the game of building strategic Bitcoin reserves, according to data from Deterministic Optimism.
π The trend of corporate BTC accumulation is accelerating β signaling growing confidence in Bitcoin as a long-term treasury asset.
Looks like the "corporate FOMO" phase is just getting started. π
π2
π° Trumpβs $620M Crypto Boom: Meme Coins Over Mansions? πΊπΈ
Donald Trumpβs fortune has taken a sharp crypto turn β racking up $620M in digital asset profits in just months, outpacing his traditional real estate empire.
π₯ From Trump-branded tokens, to the USD1 stablecoin, and a meme coin that got holders invited to dine with The Donald himself β crypto ventures are now front and center of the Trump family business.
Key moves:
βͺοΈWorld Liberty Financial sold $550M in tokens, earning the Trumps ~$390M
βͺοΈTrump Memecoin added ~$150M in value, with billions more locked up
βͺοΈAmerican Bitcoin, their crypto-mining venture, now valued at $3B+ on paper
βͺοΈThe family is pivoting hard into crypto events, staking, and token deals worldwide
π While Trumpβs total net worth hasnβt moved much (~$6.4B), the source of his wealth has shifted dramatically β from real estate to blockchain-based branding.
Real estate takes years. Memecoins? Just one good tweet. π€
Donald Trumpβs fortune has taken a sharp crypto turn β racking up $620M in digital asset profits in just months, outpacing his traditional real estate empire.
π₯ From Trump-branded tokens, to the USD1 stablecoin, and a meme coin that got holders invited to dine with The Donald himself β crypto ventures are now front and center of the Trump family business.
Key moves:
βͺοΈWorld Liberty Financial sold $550M in tokens, earning the Trumps ~$390M
βͺοΈTrump Memecoin added ~$150M in value, with billions more locked up
βͺοΈAmerican Bitcoin, their crypto-mining venture, now valued at $3B+ on paper
βͺοΈThe family is pivoting hard into crypto events, staking, and token deals worldwide
π While Trumpβs total net worth hasnβt moved much (~$6.4B), the source of his wealth has shifted dramatically β from real estate to blockchain-based branding.
Real estate takes years. Memecoins? Just one good tweet. π€
π2β€1
π¦ Firefox under fire: over 40 malicious extensions found! β οΈ
Security researchers discovered more than 40 fake Firefox add-ons designed to steal private keys β mainly targeting crypto users. π΅οΈββοΈ
π¨ These extensions perfectly mimic legit ones and are flooded with fake reviews and ratings to appear trustworthy.
π Stay safe:
βͺοΈDonβt trust random extensions
βͺοΈ Always use links from official websites or dev social profiles
One bad install and your wallet's gone. π§¨
Security researchers discovered more than 40 fake Firefox add-ons designed to steal private keys β mainly targeting crypto users. π΅οΈββοΈ
π¨ These extensions perfectly mimic legit ones and are flooded with fake reviews and ratings to appear trustworthy.
π Stay safe:
βͺοΈDonβt trust random extensions
βͺοΈ Always use links from official websites or dev social profiles
One bad install and your wallet's gone. π§¨
π3π¨βπ»1πΎ1
π¬ FOMO Alert: Market in Full Greed Mode
BTCβs jump to $110K triggered a wave of crypto greed, with Santiment analysts warning of strong FOMO.
π The Fear & Greed Index surged 10 points in a day β now at 73 (Greed).
Social media sentiment flipped fast β from fear to moon talk. Many now expect $120Kβ160K, with some aiming even higher. π
But beware: such spikes in optimism often signal local tops. Markets love to fake out the crowd β a pause or correction might be next. π
Stay sharp, not greedy. π
BTCβs jump to $110K triggered a wave of crypto greed, with Santiment analysts warning of strong FOMO.
π The Fear & Greed Index surged 10 points in a day β now at 73 (Greed).
Social media sentiment flipped fast β from fear to moon talk. Many now expect $120Kβ160K, with some aiming even higher. π
But beware: such spikes in optimism often signal local tops. Markets love to fake out the crowd β a pause or correction might be next. π
Stay sharp, not greedy. π
π4π2β€1
π $170K Bitcoin Incoming?
π° Global M2 money supply just hit a record $55.48T, and history suggests Bitcoin could soon follow β with analysts eyeing a price target around $170K.
BTC tends to lag M2 liquidity surges by a few weeks/months, and the recent breakout above $100K may be just the beginning. π€
π΅ Adding fuel to the fire: the US dollar is down 10.8% YTD β its worst H1 performance since 1973 β while BTC gained over 13%.
π Past cycles show that when global liquidity expands and the dollar weakens, Bitcoin rallies hard.
With ETF inflows rising and macro trends aligning, this could be the start of a new bullish chapter. π
π° Global M2 money supply just hit a record $55.48T, and history suggests Bitcoin could soon follow β with analysts eyeing a price target around $170K.
BTC tends to lag M2 liquidity surges by a few weeks/months, and the recent breakout above $100K may be just the beginning. π€
π΅ Adding fuel to the fire: the US dollar is down 10.8% YTD β its worst H1 performance since 1973 β while BTC gained over 13%.
π Past cycles show that when global liquidity expands and the dollar weakens, Bitcoin rallies hard.
With ETF inflows rising and macro trends aligning, this could be the start of a new bullish chapter. π
π₯5β€3π₯±2
π¨ Solo Miner Successfully Finds Block #903883
Yesterday, a solo miner achieved a rare feat by mining Bitcoin block #903883, receiving 3.173 BTC (~$349,000) in rewards.
π View block
π With their hashrate, the probability of finding a block was just ~0.004% β roughly 1 in 25,000.
This highlights the unpredictability and occasional success stories in solo mining, despite the dominance of large mining pools. π
Yesterday, a solo miner achieved a rare feat by mining Bitcoin block #903883, receiving 3.173 BTC (~$349,000) in rewards.
π View block
π With their hashrate, the probability of finding a block was just ~0.004% β roughly 1 in 25,000.
This highlights the unpredictability and occasional success stories in solo mining, despite the dominance of large mining pools. π
π3
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πΊπΈ Trump's βBig Beautiful Billβ Passes β $5T Debt Ceiling Hike Approved
The U.S. has officially passed Donald Trumpβs massive budget bill β dubbed the βBig Beautiful Billβ β featuring historic tax cuts and a $5 trillion increase to the national debt ceiling.
π Trump celebrated the win and hinted at a White House party. πΊ
Meanwhile, Elon Musk stated: βOnly AI and robots can save the U.S. from bankruptcy now.β π€π°
The U.S. has officially passed Donald Trumpβs massive budget bill β dubbed the βBig Beautiful Billβ β featuring historic tax cuts and a $5 trillion increase to the national debt ceiling.
π Trump celebrated the win and hinted at a White House party. πΊ
Meanwhile, Elon Musk stated: βOnly AI and robots can save the U.S. from bankruptcy now.β π€π°
π₯6
π³ Whales Are Loading Up on ETH While Retail Loses Faith
Whale wallets have increased their ETH holdings by 35.97% over the past month, according to CryptoQuant.
π Average entry price: $2,114
Meanwhile, retail sentiment is cooling β a classic divergence. Whales seem to be betting on a major upside while the crowd stays skeptical.
π€ The real question: At what price do they plan to sell?
Whale wallets have increased their ETH holdings by 35.97% over the past month, according to CryptoQuant.
π Average entry price: $2,114
Meanwhile, retail sentiment is cooling β a classic divergence. Whales seem to be betting on a major upside while the crowd stays skeptical.
π€ The real question: At what price do they plan to sell?
π3β€1
πΈ FTX May Not Refund Users from 49 Jurisdictions
FTX may block refunds to users from 49 regions, including Russia, Iran, and even North Korea (wait, there were legal users there, not just βLazarus?β π€).
π A staggering 82% of affected claims come from Chinese users.
π« The reason? Strict crypto bans or regulatory restrictions in those countries.
For many, recovery may not come β no matter the losses.
FTX may block refunds to users from 49 regions, including Russia, Iran, and even North Korea (wait, there were legal users there, not just βLazarus?β π€).
π A staggering 82% of affected claims come from Chinese users.
π« The reason? Strict crypto bans or regulatory restrictions in those countries.
For many, recovery may not come β no matter the losses.
π3β€1π«‘1
π° Metaplanet sits on $171M in unrealized Bitcoin profit
Japanese firm Metaplanet β often dubbed the βAsian MicroStrategyβ β is now sitting on $171 million in unrealized profit from its Bitcoin holdings.
The company holds 13,350 BTC, and its long-term strategy continues to pay off, with the average purchase price well below current market value. π°
π A steady institutional play β no sudden moves, just conviction.
Japanese firm Metaplanet β often dubbed the βAsian MicroStrategyβ β is now sitting on $171 million in unrealized profit from its Bitcoin holdings.
The company holds 13,350 BTC, and its long-term strategy continues to pay off, with the average purchase price well below current market value. π°
π A steady institutional play β no sudden moves, just conviction.
π₯7
π£ $2B in 14-year-old BTC just moved β no one knows who owns it
On July 4, two ancient wallets, each holding 10,000 BTC (worth over $2 billion in total), suddenly moved their funds for the first time in 14 years. π§
π° The coins were received back in April 2011, when BTC was just ~$0.78 β thatβs a 140,000x price increase!
π§ No signs of selling yet β the BTC was sent to fresh, non-exchange wallets and hasnβt moved since. Interestingly, the full amount was transferred without a small test transaction, which is rare for such old wallets.
π» Ownership remains unknown, and the addresses had been completely inactive until now.
One thingβs clear: some Bitcoin whales really know how to HODL. π³πͺ
On July 4, two ancient wallets, each holding 10,000 BTC (worth over $2 billion in total), suddenly moved their funds for the first time in 14 years. π§
π° The coins were received back in April 2011, when BTC was just ~$0.78 β thatβs a 140,000x price increase!
π§ No signs of selling yet β the BTC was sent to fresh, non-exchange wallets and hasnβt moved since. Interestingly, the full amount was transferred without a small test transaction, which is rare for such old wallets.
π» Ownership remains unknown, and the addresses had been completely inactive until now.
One thingβs clear: some Bitcoin whales really know how to HODL. π³πͺ
β€5π2π1
π¦· Crypto billionaire bit off kidnapperβs finger to escape!
πͺπͺπ¦πΊIn a dramatic 30-second ambush in Estonia, Aussie crypto mogul Tim Heath defended himself from two would-be kidnappers by biting off a piece of the attackerβs finger π³
The assailants posed as painters and planned to force Heath into a van and extort his crypto holdings. Despite losing a tooth, Heath broke free and ran to safety. One attacker, a former boxer, lost part of his finger β later found on the street.
π΅οΈ The plot involved 7 people, fake passports, GPS tracking, and even a hired hacker. A ransom demand of 30 BTC (~$3.3M) followed via Telegram, but no further attempts were made.
π° Since the incident, Heath has spent over $3.1M on private security.
π¬ Feels like a crypto thriller β but this oneβs real.
πͺπͺπ¦πΊIn a dramatic 30-second ambush in Estonia, Aussie crypto mogul Tim Heath defended himself from two would-be kidnappers by biting off a piece of the attackerβs finger π³
The assailants posed as painters and planned to force Heath into a van and extort his crypto holdings. Despite losing a tooth, Heath broke free and ran to safety. One attacker, a former boxer, lost part of his finger β later found on the street.
π΅οΈ The plot involved 7 people, fake passports, GPS tracking, and even a hired hacker. A ransom demand of 30 BTC (~$3.3M) followed via Telegram, but no further attempts were made.
π° Since the incident, Heath has spent over $3.1M on private security.
π¬ Feels like a crypto thriller β but this oneβs real.
π43π41π€©34π33π32β€30π₯27π21π―21πΎ21
π The Great Bitcoin Power Shift: Whales Exit, Institutions Take Over
Over the past year, over 500,000 BTC (worth $50B+) have been quietly sold by long-time whales β miners, early adopters, and offshore entities. Their exit is being matched nearly 1-to-1 by institutional buyers like ETFs, public companies, and asset managers.
π¦ Institutions now control 25% of all Bitcoin, reshaping the market from high-volatility speculation to a slow-burn, βretirement-styleβ asset with expected gains of just 10β20% annually.
β οΈ The shift brings legitimacy but also a risk: institutions may be the exit liquidity for whales, leaving retail to hold the bag if sentiment sours.
BTC is no longer the wild west β it's becoming the Wall Street boomer coin. π§π
Over the past year, over 500,000 BTC (worth $50B+) have been quietly sold by long-time whales β miners, early adopters, and offshore entities. Their exit is being matched nearly 1-to-1 by institutional buyers like ETFs, public companies, and asset managers.
π¦ Institutions now control 25% of all Bitcoin, reshaping the market from high-volatility speculation to a slow-burn, βretirement-styleβ asset with expected gains of just 10β20% annually.
β οΈ The shift brings legitimacy but also a risk: institutions may be the exit liquidity for whales, leaving retail to hold the bag if sentiment sours.
BTC is no longer the wild west β it's becoming the Wall Street boomer coin. π§π
π92π80π€79π―76π€©72π₯69π62π62β€53π50