Small public companies are diving into ETH — the new "Gold Rush"? 🤔

Since the start of 2025, U.S. firms have boosted their ETH reserves to over $3.5B (an 8x increase). It’s becoming a hot trend among smaller public businesses.

Why ETH? 👀

▪️ Cheaper & easier to buy than BTC
▪️ Earns ~3–4% APY via staking
▪️ #1 asset for DeFi (unlike “passive” Bitcoin)
▪️ A working asset: you can earn, not just hold

But there are risks:

▪️ Some compare this to the 2021 meme-stock bubble (GameStop, AMC) — rapid growth without solid ground
▪️ Ethereum is still volatile, legal clarity is weak, and staking accounting is a grey area
▪️ Analysts warn: hype is strong, but stability isn’t here yet.

ETH mania or the next corporate trap? 🧐

🚀In July, Ethereum’s transaction volume soared to $238B, a 70% increase from June — the highest since December 2021!

On top of that, the network processed a record-breaking 46.67M transactions, surpassing its previous ATH from May 2021 by 3.6%. 📊

ETH isn’t just alive — it’s breaking records again! 🔥

🚫🇵🇭 The Philippines SEC has flagged OKX, Bybit, KuCoin, Kraken, and 6 other major exchanges for operating without licenses under the country’s new crypto rules!

The SEC warned of enforcement actions, app store bans, and even criminal complaints against these platforms for offering services to Filipino users without authorization. 🧐

Google, Apple, and Meta are being asked to block unauthorized crypto apps, similar to last year's Binance ban.

Southeast Asia is tightening the screws — unlicensed exchanges are now on thin ice. 🧊

📊 40% of all on-chain fees come from USDT transfers, according to Tether CTO Paolo Ardoino.

This includes activity across 9 blockchains: Ethereum, Tron, TON, Solana, BNB Chain, Avalanche, Arbitrum, Polygon, and Optimism. 🧐

USDT isn’t just the top stablecoin — it’s literally paying everyone’s gas bills. ⛽️💸

🇮🇩 Indonesia is considering adding Bitcoin to its national reserves - Bitcoin Magazine.

Crypto industry leaders recently met with government officials at the Vice President’s office to discuss using BTC as a sovereign reserve asset.

Looks like another country is eyeing the orange coin for their treasury. 🟠📊

🇧🇷 Brazil is moving towards a strategic Bitcoin reserve!

A public hearing on a bill proposing BTC purchases for Brazil’s Treasury is set for August 20 in the Chamber of Deputies — called a “historic first” by local media. 🗞

The bill, introduced by pro-crypto lawmaker Eros Biondini, suggests diversifying national reserves with Bitcoin and other secure crypto assets.

Top crypto executives, banking leaders, and government officials will join the debate. Brazil might be the next country stacking sats for its treasury! 💰

📉 Glassnode: Сrypto Market is Cooling off — Shifting from Euphoria to Caution 👀

Key signals:

🔻 Spot & Perpetual CVD show rising seller pressure
🏦 Institutional inflows into crypto ETFs dropped 24.9%
🛡 Demand for hedging spikes — 25 Delta Skew hit 5.51%
🔌 BTC network activity slows (lower transfer volumes & fees)
📊 % of BTC in profit drops to 93.6%
📉 RSI falls to 35.8 — BTC now oversold territory

However, seller exhaustion hints at a potential rebound if bullish catalysts appear. Market’s on pause… but don’t sleep on a bounce. 💤📈

🗽 White House Prepares Order Against “Debanking”

Trump’s administration is drafting an executive order to ban banks from refusing services based on ideology — targeting cases where conservatives, crypto firms, religious groups, or small businesses are denied access. 🧐

🔍 DOJ & regulators will investigate each case
💸 Fines & probes for discrimination
📄 Banks must review their refusal policies
🛠 SBA will support affected businesses

⛏️ Riot Platforms sold 98% of its mined BTC in July!

🇺🇸 The major US miner produced 484 BTC and sold 475 BTC, despite energy-saving restrictions in Texas. Riot’s hash rate hit 30.2 EH/s, with 19,287 BTC still on its balance sheet.

Meanwhile, competitor MARA Holdings sticks to a HODL strategy, financing operations via debt. As of June 30, MARA had 15,550 BTC in loans, structured deals, or collateralized positions, actively using Bitcoin as a financial tool. 💵

Two mining giants — Riot sells, MARA builds a BTC bank. 💰⚒️

🔽 Bitcoin Spot ETFs see 4th consecutive day of outflows — SoSoValue

Yesterday alone, investors pulled $196.18M from spot BTC ETFs, extending the outflow streak to four straight days. 👀💸

🚀 Tom Lee: Bitcoin still has a shot at $250K in 2025

Fundstrat’s Tom Lee isn’t backing down from his $250K BTC target this year, despite cautious forecasts from other analysts. He believes BTC will build momentum above $120K and could even hit $1M "over time". 📈

While firms like Bernstein & Standard Chartered see $200K as more realistic, Lee points to growing institutional interest as a game-changer. 🎮

⚡️ Market mood? Mixed. BTC cooled from $123K ATH to ~$113K, and the Fear & Greed Index dipped to “Neutral.”

Lee’s take? “Skepticism is healthy — surprises happen when nobody expects them.”

📊 SharpLink Gaming’s Massive ETH Accumulation

In under two months, SharpLink Gaming has quietly accumulated over 521,000 ETH, valued at $1.87 billion. 💰

The company has actively staked its holdings, earning more than 929 ETH in staking rewards — signaling both long-term conviction and a strategic yield approach. 🧐

A notable move that positions SharpLink among the largest ETH holders in the market.

🇺🇸💥 On August 7, the U.S. slapped a 21.6% tariff on Bitcoin mining machines imported from Southeast Asia

The move is hitting American miners hard — especially small and mid-sized firms — as most ASIC rigs are built in Southeast Asia (Indonesia, Malaysia, Thailand). Rising hardware and energy costs are forcing some to halt expansions or consider relocating. 🚚

While aimed at boosting local manufacturing, the policy may backfire — weakening U.S. competitiveness in global Bitcoin mining. 🌐🔨

🔥 Ethereum Network Nears Transaction Record

On August 6, the Ethereum network processed 1.87 million transactions — just shy of the all-time high of 1.96M set in January 2024. 🚀

📈 This surge in activity is largely driven by increased usage of stablecoins like USDC and USDT, as well as heightened trading on Uniswap.

Ethereum is heating up again — watch this space. 👀

📱💸 iPhones About to Get Pricier

Following Trump’s new 21.6% tariff on Southeast Asian mining rigs, the U.S. also slapped a 100% tariff on foreign-made semiconductors and chips — hitting companies like Apple hard.

🍏 In response, Apple is moving display production for iPhones and Apple Watches to Kentucky and pledging $600B investment into the U.S. over 4 years.

⚠️ But higher production costs = more expensive devices. So yes, your next iPhone might cost a lot more

🏦 Aave Hits $60B Deposits — But Watch Out for Scams

💵 DeFi lending giant Aave has surpassed $60B in deposits, growing over $10B just since mid-July. If it were a traditional bank, it would rank among the Top 40 in the U.S. 😳

But here’s the catch:

⚠️ PeckShield warns that a phishing site posing as Aave is ranking first in Google ads. It’s designed to drain wallets and may contain malware.

📌 Double-check URLs. In DeFi, not all that glitters is yield.

📉 BTC in the “Air Gap”: Cautious Bounce, But No Breakthrough Yet

After peaking at $123K, Bitcoin slid into a low-liquidity zone between $110K–$116K, where support remains fragile.

📈 The rebound from $112K to $114K saw opportunistic buyers scoop up ~120K BTC, but Glassnode notes that supply in this range is still thin, meaning stronger accumulation is needed to form a solid base. 🧐

📊 Key signals:

▪️STH profit dropped to 70%
▪️ETF outflows hit -1.5K BTC, largest since April
▪️Funding rates have cooled, showing less bullish appetite

⚠️ With resistance at $116.9K still holding firm, bulls must reclaim it to avoid a deeper drop toward $110K. Market remains in a post-ATH pause, waiting for new demand to ignite the next move. 🚀

🇺🇸 Trump-Linked Stablecoin $USD1 Launches Loyalty Program

World Liberty Financial (connected to the Trump family) has announced the USD1 Points Program — a loyalty system for users of the $USD1 stablecoin. 💵

You’ll earn points for:

➤ Trading on partner exchanges
➤ Holding $USD1 (details coming)
➤ Future staking & DeFi use
➤ Interacting with the upcoming WLFI app

🎁 Points can be redeemed for rewards, perks, and exclusive project activities — more details to follow.

The stablecoin wars just got political. ⚔️

📊 Bitcoin vs Big Tech: A Wild Valuation Gap

According to Priced In BTC, the combined market cap of the 5 largest global companies, when measured in BTC, equals 138,900,832 BTC — that's 6.6x more than the total 21M BTC that will ever exist. 😳

💡 The takeaway? Bitcoin remains massively undervalued at current prices — especially when viewed through a hard-money lens.

🔼 BTC Pumps Above $116K — Here’s Why

Today, Trump is set to sign an executive order allowing private equity, real estate, crypto, and other alternative assets to be included in 401(k) retirement plans. 🇺🇸📜

This policy shift opens the door for millions of Americans to allocate retirement savings into Bitcoin and crypto — turning the “retired degen” meme into reality. 🧓💰

Markets are reacting — BTC jumps back above $116K on fresh demand hopes.

🚀 SharpLink Raises $200M to Supercharge ETH Treasury

SharpLink has secured $200M in a direct offering at $19.50/share, backed by four global institutional investors. 💼💰

📌 The goal? To expand their Ethereum treasury, which is expected to exceed $2B once fully deployed.

A bold bet on ETH — and another sign that institutions are getting serious about crypto-native treasuries.