π BTC rally may just be getting started! π±
An indicator shows that the % of altcoins trading near their 252-day highs is close to 0% β a stark contrast to 2021 and 2024, when this figure exceeded 40% as BTC peaked and corrections followed.
This suggests weβre still early in the current bull cycle, with room for BTC to grow β and maybe even the start of an altseason on the horizon. π₯
β³ The market might just be warming up.
An indicator shows that the % of altcoins trading near their 252-day highs is close to 0% β a stark contrast to 2021 and 2024, when this figure exceeded 40% as BTC peaked and corrections followed.
This suggests weβre still early in the current bull cycle, with room for BTC to grow β and maybe even the start of an altseason on the horizon. π₯
β³ The market might just be warming up.
π8β€1
π Pi Cycle Top: No top in sight!
According to Bitcoin Archive, the Pi Cycle Top indicator, which accurately signaled the peaks of the last 3 bull markets, is currently far from flashing a top. π
π In the previous two cycles, when the indicator showed similar conditions, BTC went on to grow 25x and 6.4x before hitting its peak.
If history rhymes, the current rally might still be in its early stages. π
According to Bitcoin Archive, the Pi Cycle Top indicator, which accurately signaled the peaks of the last 3 bull markets, is currently far from flashing a top. π
π In the previous two cycles, when the indicator showed similar conditions, BTC went on to grow 25x and 6.4x before hitting its peak.
If history rhymes, the current rally might still be in its early stages. π
π6π―3
Crypto soothsayer
π° Strategyβs unrealized Bitcoin profit tops $30B! With BTC soaring above $122,000, Michael Saylorβs company, Strategy (formerly MicroStrategy), now sits on $30B+ in unrealized profit! π₯ Since 2020, theyβve acquired 597,325 BTC (~3% of all supply) at an averageβ¦
π° Last week, Strategy bought 4,225 BTC at an average price of $111,827 per coin.
π Strategy now holds a total of 601,550 BTC, acquired since 2020 for about $42.87B at an average cost of $71,268 per BTC.
Michael Saylorβs firm continues to lead as the largest corporate Bitcoin holder β and theyβre not slowing down. π
π Strategy now holds a total of 601,550 BTC, acquired since 2020 for about $42.87B at an average cost of $71,268 per BTC.
Michael Saylorβs firm continues to lead as the largest corporate Bitcoin holder β and theyβre not slowing down. π
π8π4
π BTC dips amid whale activity and sell pressure
π³ A whale holding 80,000 BTC ($9.5B) this night transferred 18,343 BTC ($2.2B) to OTC platform Galaxy Digital, according to Whale Alert.
π At the same time, CryptoQuant reports a spike in BTC deposits on Binance β a sign of growing sell pressure.
As a result, BTC dropped 4.25% in 24h, now trading around $117,000. π§
Heavy movements from major holders are shaking the market β stay cautious.
π³ A whale holding 80,000 BTC ($9.5B) this night transferred 18,343 BTC ($2.2B) to OTC platform Galaxy Digital, according to Whale Alert.
π At the same time, CryptoQuant reports a spike in BTC deposits on Binance β a sign of growing sell pressure.
As a result, BTC dropped 4.25% in 24h, now trading around $117,000. π§
Heavy movements from major holders are shaking the market β stay cautious.
π4π₯2π1
π BTC hits ATH β and triggers heavy sell-offs
After reaching a new all-time high, bull dominance dropped sharply, and the long/short ratio turned negative, signaling rising bearish pressure.
π According to CryptoQuant, the $117,000 level is now critical support.
Bulls must defend it to avoid deeper corrections β or risk losing momentum in this rally. π§
After reaching a new all-time high, bull dominance dropped sharply, and the long/short ratio turned negative, signaling rising bearish pressure.
π According to CryptoQuant, the $117,000 level is now critical support.
Bulls must defend it to avoid deeper corrections β or risk losing momentum in this rally. π§
π3β€1π1
π Bernstein: Bitcoin to $200K in a βlong and exhaustingβ bull run
π Analysts at Bernstein predict that the crypto bull market could extend into early 2026, driven by institutional adoption, not just retail hype. They reaffirm their $200,000 BTC target, citing major growth in ETFs, stablecoins, tokenization, and adoption by banks and businesses.
π Key points:
βͺοΈBTC ETFs now hold $150B+, led by BlackRock
βͺοΈStablecoins near $250B market cap
βͺοΈ Real-world asset tokenization & onchain finance rising
βͺοΈRegulatory clarity in the U.S. (GENIUS & Clarity Acts) to accelerate mainstream use
βͺοΈEthereum & Solana poised to grow with broader adoption
π§ βThis isn't just another 2021 cycle,β say analysts β it's the real integration of crypto with global finance.
π Analysts at Bernstein predict that the crypto bull market could extend into early 2026, driven by institutional adoption, not just retail hype. They reaffirm their $200,000 BTC target, citing major growth in ETFs, stablecoins, tokenization, and adoption by banks and businesses.
π Key points:
βͺοΈBTC ETFs now hold $150B+, led by BlackRock
βͺοΈStablecoins near $250B market cap
βͺοΈ Real-world asset tokenization & onchain finance rising
βͺοΈRegulatory clarity in the U.S. (GENIUS & Clarity Acts) to accelerate mainstream use
βͺοΈEthereum & Solana poised to grow with broader adoption
π§ βThis isn't just another 2021 cycle,β say analysts β it's the real integration of crypto with global finance.
β€3π3
π¦ Institutions are stacking ETH big time!
πΊπΈ U.S. mining firm BitMine just bought $500M worth of Ethereum as part of its new treasury strategy.
Meanwhile, SharpLink Gaming keeps accumulating β now holding 294,000 ETH ($866M), with 74,464 ETH already staked.
π€ Interestingly, SharpLink directly purchased 84,953 ETH from the Ethereum Foundation itself.
π Ethereum is quickly becoming a favorite among corporate treasuries β not just Bitcoin anymore.
πΊπΈ U.S. mining firm BitMine just bought $500M worth of Ethereum as part of its new treasury strategy.
Meanwhile, SharpLink Gaming keeps accumulating β now holding 294,000 ETH ($866M), with 74,464 ETH already staked.
π€ Interestingly, SharpLink directly purchased 84,953 ETH from the Ethereum Foundation itself.
π Ethereum is quickly becoming a favorite among corporate treasuries β not just Bitcoin anymore.
π9β€1
Crypto soothsayer
π BTC dips amid whale activity and sell pressure π³ A whale holding 80,000 BTC ($9.5B) this night transferred 18,343 BTC ($2.2B) to OTC platform Galaxy Digital, according to Whale Alert. π At the same time, CryptoQuant reports a spike in BTC deposits on Binanceβ¦
π± Whale keeps dumping BTC β $4.7B moved!
A large whale has now transferred a total of 40,009 BTC (~$4.7B) to Galaxy Digital.
π¦ Galaxy is slowly offloading, recently sending 6,000 BTC ($706M) to Binance and Bybit, according to Arkham and Lookonchain. π§
π The steady flow of BTC to exchanges signals strong sell pressure, raising the risk of further market corrections.
Stay sharp β whales are active. π
A large whale has now transferred a total of 40,009 BTC (~$4.7B) to Galaxy Digital.
π¦ Galaxy is slowly offloading, recently sending 6,000 BTC ($706M) to Binance and Bybit, according to Arkham and Lookonchain. π§
π The steady flow of BTC to exchanges signals strong sell pressure, raising the risk of further market corrections.
Stay sharp β whales are active. π
π6π6π₯5β€1
π Vanguard hates cryptoβ¦ but owns tons of it anyway
Despite calling Bitcoin βspeculative,β βimmature,β and βnot for long-term portfolios,β Vanguard now owns over 20 million shares of Strategy (formerly MicroStrategy) β the ultimate Bitcoin proxy stock.
π Thanks to index investing, Vanguard became one of the largest holders of a company thatβs practically glued to BTC β even though the firm refuses to offer crypto ETFs or endorse digital assets.
π Vanguard: βBitcoin is bad.β
π Also Vanguard: accidentally becomes a top BTC backer via index funds.
Sometimes, passive investing has a very active sense of irony.
Despite calling Bitcoin βspeculative,β βimmature,β and βnot for long-term portfolios,β Vanguard now owns over 20 million shares of Strategy (formerly MicroStrategy) β the ultimate Bitcoin proxy stock.
π Thanks to index investing, Vanguard became one of the largest holders of a company thatβs practically glued to BTC β even though the firm refuses to offer crypto ETFs or endorse digital assets.
π Vanguard: βBitcoin is bad.β
π Also Vanguard: accidentally becomes a top BTC backer via index funds.
Sometimes, passive investing has a very active sense of irony.
β€7π₯±5π3π1π1
π¦ Standard Chartered launches spot BTC & ETH trading for institutions
π° Standard Chartered has begun offering spot trading for Bitcoin and Ethereum through its UK branch, targeting institutional clients such as corporates, investors, and asset managers.
π This makes it the first globally systemically important bank to provide regulated and scalable access to deliverable crypto spot trading.
Clients can now trade BTC and ETH via familiar FX trading interfaces, with non-deliverable forwards to be added soon.
π° Standard Chartered has begun offering spot trading for Bitcoin and Ethereum through its UK branch, targeting institutional clients such as corporates, investors, and asset managers.
π This makes it the first globally systemically important bank to provide regulated and scalable access to deliverable crypto spot trading.
Clients can now trade BTC and ETH via familiar FX trading interfaces, with non-deliverable forwards to be added soon.
π9π9π5π’4π2π₯1π―1
π $3.5B in BTC profits realized in 24h β Glassnode
According to Glassnode, investors locked in $3.5 billion in Bitcoin profits over the last 24 hours amid recent market volatility.π’
βͺοΈ Long-term holders took out $1.96B
βͺοΈ Short-term holders realized $1.54B
Profit-taking is ramping up β a clear sign of market heat and potential caution ahead. π€
According to Glassnode, investors locked in $3.5 billion in Bitcoin profits over the last 24 hours amid recent market volatility.π’
βͺοΈ Long-term holders took out $1.96B
βͺοΈ Short-term holders realized $1.54B
Profit-taking is ramping up β a clear sign of market heat and potential caution ahead. π€
π8π5π3β€2π₯2π±2π2π―1
44,000 BTC sold at a loss due to Bitcoin correction!
In just 24h, panic sellers dumped 44,000 BTC at a loss, fearing a correction β even though BTC never dropped below $115,700. These coins were all bought at higher prices. π€·
π Likely the same folks who once said β$90K is too expensive.β
π BTC has already bounced back to $118,000, leaving sellers with empty bags and full regrets.
Meanwhile, crypto Twitter jokes (or not?) that the real reason for the dip was the infamous degen James Wynn returning, reopening his X account and aping into a 40x long at $117K⦠only to get liquidated again.
π Letβs hope Wynn doesnβt still have funds to βhelpβ the market further.
In just 24h, panic sellers dumped 44,000 BTC at a loss, fearing a correction β even though BTC never dropped below $115,700. These coins were all bought at higher prices. π€·
π Likely the same folks who once said β$90K is too expensive.β
π BTC has already bounced back to $118,000, leaving sellers with empty bags and full regrets.
Meanwhile, crypto Twitter jokes (or not?) that the real reason for the dip was the infamous degen James Wynn returning, reopening his X account and aping into a 40x long at $117K⦠only to get liquidated again.
π Letβs hope Wynn doesnβt still have funds to βhelpβ the market further.
π4π₯1π1
π CEX spot volumes dropped 28% in June
In June 2025, total spot trading volume on centralized exchanges fell by 28% compared to May.
Biggest drops:
π» MEXC: -43.5%
π» KuCoin: -41.7%
π» Upbit: -38.5%
Even Binance saw a 22% decline. π€·
π΄ June was quiet β but July is on fire with new BTC ATHs, so expect a major bounce in trading activity.
In June 2025, total spot trading volume on centralized exchanges fell by 28% compared to May.
Biggest drops:
π» MEXC: -43.5%
π» KuCoin: -41.7%
π» Upbit: -38.5%
Even Binance saw a 22% decline. π€·
π΄ June was quiet β but July is on fire with new BTC ATHs, so expect a major bounce in trading activity.
π4
π Ethereum breaks $3,100 β L2s and ecosystem tokens rally
Ethereum is trading above $3,100, its highest level since January β and the rest of its ecosystem is lighting up:
πΉ Arbitrum (ARB) & Optimism (OP): +10β11%
πΉ Lido (LDO): +10%
πΉ Ethereum Name Service (ENS): +18% β the biggest gainer in the top 100
π ENS lets users replace long wallet addresses with readable .eth names β and it's leading the charge as the ETH ecosystem heats up again.
Ethereum is trading above $3,100, its highest level since January β and the rest of its ecosystem is lighting up:
πΉ Arbitrum (ARB) & Optimism (OP): +10β11%
πΉ Lido (LDO): +10%
πΉ Ethereum Name Service (ENS): +18% β the biggest gainer in the top 100
π ENS lets users replace long wallet addresses with readable .eth names β and it's leading the charge as the ETH ecosystem heats up again.
π3β€1
πΊπΈ US Crypto Bills Blocked β Round 2 Coming
Three major crypto bills β GENIUS, CLARITY, and the Anti-CBDC Act β were rejected in the House despite backing from President Trump. π€·
π§Ύ GENIUS: stablecoin regulation (100% USD backing)
βοΈ CLARITY: divides powers between SEC & CFTC
π« Anti-CBDC: blocks surveillance via digital dollar
π 223 voted against, including 13 Republicans; Democrats unanimously opposed, accusing Trump of pushing βa crypto corruption scheme.β
But Trump says he met with dissenting Republicans that evening β and theyβve promised to vote YES tomorrow morning.
π₯ The crypto battle in Congress is far from over.
Three major crypto bills β GENIUS, CLARITY, and the Anti-CBDC Act β were rejected in the House despite backing from President Trump. π€·
π§Ύ GENIUS: stablecoin regulation (100% USD backing)
βοΈ CLARITY: divides powers between SEC & CFTC
π« Anti-CBDC: blocks surveillance via digital dollar
π 223 voted against, including 13 Republicans; Democrats unanimously opposed, accusing Trump of pushing βa crypto corruption scheme.β
But Trump says he met with dissenting Republicans that evening β and theyβve promised to vote YES tomorrow morning.
π₯ The crypto battle in Congress is far from over.
π6π3
Crypto soothsayer
44,000 BTC sold at a loss due to Bitcoin correction! In just 24h, panic sellers dumped 44,000 BTC at a loss, fearing a correction β even though BTC never dropped below $115,700. These coins were all bought at higher prices. π€· π Likely the same folks whoβ¦
Brace for impact? π James Wynn is back!
Legendary degen trader James Wynn just opened a 40x long on 206 BTC at $117,466 β stop at $116,955 π₯΄
Every time he enters, Bitcoin mysteriously dips. π
So... are we getting another Wynn-induced correction? π
Let's just hope he doesnβt double down again π¬
Legendary degen trader James Wynn just opened a 40x long on 206 BTC at $117,466 β stop at $116,955 π₯΄
Every time he enters, Bitcoin mysteriously dips. π
So... are we getting another Wynn-induced correction? π
Let's just hope he doesnβt double down again π¬
π8π€©1
π° Cantor Fitzgerald plans a $3.5B Bitcoin purchase from Blockstream!
π΅ Investment firm Cantor Fitzgerald, led by Brandon Lutnick (son of U.S. Secretary of Commerce Howard Lutnick), is preparing a massive deal: the purchase of 30,000 BTC from Adam Backβs Blockstream Capital through a SPAC merger with Cantor Equity Partners 1.
π In return, Blockstream will receive shares of the newly formed entity β BSTR Holdings
π An additional $800M may be raised for further Bitcoin acquisitions
π¦ Cantorβs total crypto holdings in 2025 could reach $10B β nearly on par with MicroStrategy
This move mirrors Michael Saylorβs strategy β shifting focus from earnings per share to Bitcoin per share. π§
Institutions are going all-in on BTC! π
π΅ Investment firm Cantor Fitzgerald, led by Brandon Lutnick (son of U.S. Secretary of Commerce Howard Lutnick), is preparing a massive deal: the purchase of 30,000 BTC from Adam Backβs Blockstream Capital through a SPAC merger with Cantor Equity Partners 1.
π In return, Blockstream will receive shares of the newly formed entity β BSTR Holdings
π An additional $800M may be raised for further Bitcoin acquisitions
π¦ Cantorβs total crypto holdings in 2025 could reach $10B β nearly on par with MicroStrategy
This move mirrors Michael Saylorβs strategy β shifting focus from earnings per share to Bitcoin per share. π§
Institutions are going all-in on BTC! π
π8β€5π₯4π1
π Bitwise: $150K BTC Soon Due to "Supply Shock"
According to Bitwise, Bitcoin could soon hit $150,000 as a result of a growing supply shock.
Institutions and ETFs are buying BTC much faster than miners can produce it. Meanwhile, long-term holders are accumulating and withdrawing coins from exchanges, reducing the available supply even further. π
π‘ With demand rising and supply shrinking, the pressure on price is only increasing.
According to Bitwise, Bitcoin could soon hit $150,000 as a result of a growing supply shock.
Institutions and ETFs are buying BTC much faster than miners can produce it. Meanwhile, long-term holders are accumulating and withdrawing coins from exchanges, reducing the available supply even further. π
π‘ With demand rising and supply shrinking, the pressure on price is only increasing.
π5π4π4π3β€2π1π1π€©1
Crypto soothsayer
π¦ Institutions are stacking ETH big time! πΊπΈ U.S. mining firm BitMine just bought $500M worth of Ethereum as part of its new treasury strategy. Meanwhile, SharpLink Gaming keeps accumulating β now holding 294,000 ETH ($866M), with 74,464 ETH already staked.β¦
π° Top 10 Companies Hold $5B in ETH Reserves
Public companies now collectively hold 1.6 million ETH (~$5B) in reserves! π₯
SharpLink leads the pack with 280,600 ETH, surpassing even the Ethereum Foundation.
π Interest in Ethereum has surged after its recent rally above $3,000, sparking aggressive accumulation by corporates.
ETH is quickly becoming a strategic treasury asset.
Public companies now collectively hold 1.6 million ETH (~$5B) in reserves! π₯
SharpLink leads the pack with 280,600 ETH, surpassing even the Ethereum Foundation.
π Interest in Ethereum has surged after its recent rally above $3,000, sparking aggressive accumulation by corporates.
ETH is quickly becoming a strategic treasury asset.
π₯6π6π5β€3π΄2
β οΈ Quantum Threat to Bitcoin? Community Considers Freezing Satoshiβs Coins! π
A new Bitcoin Improvement Proposal by Jameson Lopp and others suggests phasing out quantum-vulnerable addresses, which currently hold ~25% of all BTC, including Satoshiβs legendary stash. π°
π§ The fear: Advancing quantum computers could crack old wallets and trigger a mass sell-off.
π The fix:
βͺοΈDisallow sending to weak addresses
βͺοΈPrevent old BTC from being spent (within 5 years)
βͺοΈ Optional: A future BIP to safely recover frozen coins
π₯ It's an unprecedented move against an unprecedented threat β and it may change Bitcoin forever.
A new Bitcoin Improvement Proposal by Jameson Lopp and others suggests phasing out quantum-vulnerable addresses, which currently hold ~25% of all BTC, including Satoshiβs legendary stash. π°
π§ The fear: Advancing quantum computers could crack old wallets and trigger a mass sell-off.
π The fix:
βͺοΈDisallow sending to weak addresses
βͺοΈPrevent old BTC from being spent (within 5 years)
βͺοΈ Optional: A future BIP to safely recover frozen coins
π₯ It's an unprecedented move against an unprecedented threat β and it may change Bitcoin forever.
π8π5π―5π3π2π€©2β€1πΎ1
π Ethereum Season Kicks Off? ETH Eyes $10K π
Ethereum is flexing alpha vibes again β trading above $3,400, with many crypto traders now expecting $10K ETH in the next 100 days. π₯
π§ Arthur Hayes agrees β calling this the start of a new DeFi and NFT turbo cycle. To mark the moment, he changed his X profile pic to a bearded CryptoPunk, which was instantly bought for 46.69 ETH ($146K).
π The punk had been held for 4 years before suddenly changing hands three times since July 14.
Ethereum energy is heating up β and the marketβs watching closely. πͺ
Ethereum is flexing alpha vibes again β trading above $3,400, with many crypto traders now expecting $10K ETH in the next 100 days. π₯
π§ Arthur Hayes agrees β calling this the start of a new DeFi and NFT turbo cycle. To mark the moment, he changed his X profile pic to a bearded CryptoPunk, which was instantly bought for 46.69 ETH ($146K).
π The punk had been held for 4 years before suddenly changing hands three times since July 14.
Ethereum energy is heating up β and the marketβs watching closely. πͺ
π3