💰 Big moves in crypto treasuries:

▪️ Strategy added 1,955 BTC ($217.4M), now holding 638,460 BTC worth $47.17B at ~$73,880 avg.
▪️ Metaplanet bought 136 BTC, total 20,136 BTC — exactly 1 year since its first purchase.
▪️ 🇸🇻 El Salvador marked Bitcoin Law’s 4th anniversary with a symbolic 21 BTC buy, lifting reserves to 6,313 BTC (~$701M).
▪️ Bitmine added 200K+ ETH, crossing 2M ETH (~$9B) — the largest ETH treasury globally.
▪️ Meanwhile, Forward Industries (FORD) raised $1.65B from Galaxy, Jump & Multicoin to bet on Solana — stock pumped 120% before cooling, while SOL jumped 5%+. 🚀

💵 Stablecoin supply on Ethereum just hit a new all-time high of $165B — more than double since January 2024. 🚀

🥳 Markets are fully pricing in a 100% chance of a Fed rate cut this month

📉 Probabilities:

• 25 bps cut — 88.4%
• 50 bps cut — 11.6%

Crypto investors love it — Bitcoin is trading above $113K 🚀

🇺🇸 The US Congress is reviewing a bill that would require the Treasury to explore creating a “Strategic Bitcoin Reserve” and an official Digital Asset Stockpile

If passed, the US could join nations actively building state-level crypto reserves — a major shift in how governments view Bitcoin. 🚀

Solana trading bot project Aqua has likely pulled the plug, stealing 21,770 SOL (~$4.65M) right after its presale! 🙀

Funds were quickly split and funneled through instant exchanges, while the team shut off Twitter replies. 🚫💬

Even projects like Meteora, Quill Audits, Helius & others had promoted Aqua — making the rug sting even harder. 🪤

🇸🇻 El Salvador just opened a Bitcoin Zone in its National Library to celebrate 4 years of BTC as legal tender

The space offers books on blockchain and finance, plus lectures and exhibitions dedicated to Bitcoin. 📚✨

📉 Crypto markets are cooling off! 🥶

According to CryptoQuant, overall trading activity is dropping, and selling pressure is taking over. 🤔

The shift is clear in Bitcoin futures, where trader sentiment points toward expectations of further price declines. Whales are less dominant, and retail is calling more of the shots now. 🐳➡️👥

RSI on TOTAL3 and OTHERS/ETH suggests altcoins are oversold! ↗️

😋 And don’t forget — next week the Fed rate decision is coming. Could be fireworks for the market! 🎆

🤔 The Fed might slash rates by 50 bps in September- CoinDesk.

🇺🇸 The U.S. Labor Department revised job growth for the year ending March 2025 — down 911k jobs, the biggest cut in history. Turns out the labor market is much weaker than NFP reports showed.

📉 If these numbers came earlier, the Fed would’ve already started cutting. Now markets expect a 0.5% drop, but recession fears linger.

💰 BTC panicked, briefly dipping below $111K, before bouncing back to ~$112.5K.

😱 Santiment says traders are drowning in FUD

Many now expect BTC to sink below $100K, ETH under $3.5K, and alts to retrace. 👀

But markets love to move against the crowd — meaning all this doom talk could actually be bullish. 🐂

When everyone screams “dump incoming,” it’s often the perfect setup for the opposite. 😉

🚀 $MYX token went from $0.10 in July to a new ATH of $18.06 today!

💥 Top of the liquidation charts: $47M wiped out in 24h.
📊 TVL is $30M, but market cap hit $3.5B — looks like the market maker went overboard 👍
👀 Or maybe Consensys is gearing up to back MYX?

💡 Fun fact: 94.5% of supply sits in just 10 wallets. Extreme centralization, extreme volatility!

🤔 CryptoQuant analysts expect the bull market peak in Oct–Nov 2025

🔹 Market is now in a mature growth phase.
🔹 Heavy selling at $70K slowed things, but recent sales from long-term holders at $98K and $117K were easily absorbed by buyers.
🔹 Institutional demand is stretching the cycle, pushing the top later than usual.
🔹 Historically, the peak comes when BTC trades far above the realized price of long-term holders.

⏳ Translation: the top isn’t here yet.

🇻🇳 Vietnam has approved a 5-year pilot program for crypto trading

Key rules:

🔸Only local companies can participate, with all settlements in dong 🇻🇳💵
🔸Crypto assets must be fully asset-backed
🔸Exchanges need at least ₫10T ($379M) in capital
🔸65% of funds must come from institutional investors
🔸Foreigners capped at 49% ownership, and only as investors

👀 Earlier, reports said Vietnam plans to launch a national crypto exchange — this looks like the first big step.

🚀 BNB just hit a new all-time high above $900 after Binance announced a partnership with Franklin Templeton

📢 The goal: bridge TradFi and blockchain by giving corporate clients tools for tokenization and digital asset trading.

🤝 Franklin Templeton brings expertise in tokenization & crypto ETFs, while Binance provides trading + custody infrastructure.

🚀 ConsenSys (Linea) CEO says ETH will do 100x+ and even surpass BTC!

He argues Tom Lee’s $706K target isn’t bullish enough — ETH will power the decentralized economy of the future as the ultimate trust layer. 💎

But while the vision sounds epic, Ethereum’s L2s are tripping:

▪️ Linea went down for an hour yesterday ⌛️
▪️ ScrollDAO paused operations indefinitely
▪️ Starknet stopped producing blocks again, just 8 days after the last outage ⚡️

Big dreams, shaky layers. 😅

Among the Top 100 corporate Bitcoin holders, a trend is emerging: small extra buys to climb the leaderboard🔝

Example: The Smarter Web just bought 30 BTC, pushing them back into the Top 25.с👏

They even admitted Sequans, the company just ahead of them, is “definitely on our radar.” 👀

Looks like the corporate BTC game is turning into a scoreboard battle. 🏆

🐳 Smaller whales are stacking BTC!

The number of wallets holding 100–1,000 BTC just hit a new all-time high. These mid-sized whales are betting big on the continuation of the bull run. 🐃

When even “small” whales are loading up, it’s usually a bullish signal. 🚀

🇮🇳 India is taking a cautious path on crypto

A leaked government document shows the country will avoid creating a full legal framework, keeping only partial oversight.

Key points:

▪️Regulating crypto could give it legitimacy and pose systemic risks ⚠️
▪️An outright ban wouldn’t stop P2P or DEX trading 🔄
▪️Heavy taxes already discourage speculation 💸
▪️Stablecoins are the biggest worry — they could weaken India’s UPI digital payments system 💳

So while the U.S. embraces stablecoins, India prefers to keep crypto at arm’s length. 👀

📉 Stocks of companies holding crypto reserves are tumbling despite crypto’s rise

▪️MicroStrategy (MSTR) fell from July’s $457 to $328 — lowest since April.
▪️Japan’s Metaplanet (3350) lost over 60% from its June peak.
▪️Many of these 60+ firms had no crypto ties before 2025, raising capital via stocks/debt to buy BTC/ETH.

Experts say it’s predictable: such stocks often swing 4–5x harder than Bitcoin itself. Retail sell-offs add extra pressure.

Biggest losers:

▪️Smarter Web (SWC) – down 70% since April
▪️Alt5 Sigma (ALTS) – down 61% after Trump-linked deal
▪️BitMine (BMNR) & GameSquare (GAME) – both down ~67%

Crypto on balance sheet ≠ safe stock play. 👀