👤 What are Ethereum holders doing during the bear market?
Staking. 💰
Despite the weak price action, the share of ETH locked in staking has reached a new all-time high of 33.7%, according to Token Terminal. 🧐
The trend suggests that many investors are choosing to earn yield and hold for the long term rather than sell into market weakness.
Whether this signals growing confidence or simply a lack of better alternatives, one thing is clear: a record share of Ethereum's supply is now committed to staking instead of sitting on the market. 📈
Staking. 💰
Despite the weak price action, the share of ETH locked in staking has reached a new all-time high of 33.7%, according to Token Terminal. 🧐
The trend suggests that many investors are choosing to earn yield and hold for the long term rather than sell into market weakness.
Whether this signals growing confidence or simply a lack of better alternatives, one thing is clear: a record share of Ethereum's supply is now committed to staking instead of sitting on the market. 📈
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🚚 Ripple has launched a transparent truck in Washington, D.C. to promote the CLARITY Act
The truck is driving around the U.S. capital with one simple message: the crypto industry is waiting for regulatory clarity.
As lawmakers continue debating the bill, Ripple is taking its campaign directly to the streets, highlighting the industry's push for clear rules that could shape the future of digital assets in the United States. 🇺🇸
The truck is driving around the U.S. capital with one simple message: the crypto industry is waiting for regulatory clarity.
As lawmakers continue debating the bill, Ripple is taking its campaign directly to the streets, highlighting the industry's push for clear rules that could shape the future of digital assets in the United States. 🇺🇸
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🏦 A former Ethereum Foundation team focused on institutional privacy has launched a new company, EthSystems
The venture is backed by Ethereum co-founder Joseph Lubin, along with Bitmine and SharpLink. 👀💰
EthSystems will build privacy-focused infrastructure that allows banks, asset managers, and other institutions to use Ethereum while keeping transactions confidential. 😎
The team previously worked within the Ethereum Foundation on private stablecoins, ZK-powered bonds, cross-chain settlement, and other technologies aimed at accelerating institutional adoption of Ethereum.
The venture is backed by Ethereum co-founder Joseph Lubin, along with Bitmine and SharpLink. 👀💰
EthSystems will build privacy-focused infrastructure that allows banks, asset managers, and other institutions to use Ethereum while keeping transactions confidential. 😎
The team previously worked within the Ethereum Foundation on private stablecoins, ZK-powered bonds, cross-chain settlement, and other technologies aimed at accelerating institutional adoption of Ethereum.
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📊 Bitcoin's CVDD on-chain indicator currently sits at around $48,500
Historically, the 2018 and 2022 cycle bottoms formed almost exactly at the CVDD level, making it one of the most respected long-term valuation metrics.
If history repeats, Bitcoin could establish its cycle low slightly below the psychological $50K mark.
Of course, no indicator is perfect, and macro conditions can always override historical patterns. Still, CVDD remains one of the key on-chain models investors are watching for signs of a long-term bottom. 👀
Historically, the 2018 and 2022 cycle bottoms formed almost exactly at the CVDD level, making it one of the most respected long-term valuation metrics.
If history repeats, Bitcoin could establish its cycle low slightly below the psychological $50K mark.
Of course, no indicator is perfect, and macro conditions can always override historical patterns. Still, CVDD remains one of the key on-chain models investors are watching for signs of a long-term bottom. 👀
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🔎 The great redistribution of old Bitcoin is nearly complete, according to Galaxy Digital
Between 2024 and 2025, long-term holders moved the largest amount of dormant BTC since 2017. However, activity from older coins has dropped significantly in 2026, suggesting that most of the redistribution has already taken place.
With fewer long-dormant coins returning to circulation, one of the major sources of potential selling pressure may be fading—leaving the market increasingly in the hands of newer holders. 👀
Between 2024 and 2025, long-term holders moved the largest amount of dormant BTC since 2017. However, activity from older coins has dropped significantly in 2026, suggesting that most of the redistribution has already taken place.
With fewer long-dormant coins returning to circulation, one of the major sources of potential selling pressure may be fading—leaving the market increasingly in the hands of newer holders. 👀
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Six VC-backed blockchains that raised a combined ~$500M generated just $360 in daily fees! 🙀
According to a viral analysis highlighted by Protos, projects including Berachain, Celestia, Scroll, Eclipse, Sonic, and Manta have seen activity collapse after the hype faded. 📉
Some examples:
🔹 Scroll, once valued at $1.8B, generated just $24 in daily fees.
🔹 BERA is down 98% from its post-launch highs despite raising $142M.
🔹 Manta's TVL fell from over $650M around its airdrop to roughly $4M today.
The story is a reminder that raising hundreds of millions—and even launching a successful airdrop—doesn't guarantee long-term users, revenue, or sustainable demand. 💵🤷
According to a viral analysis highlighted by Protos, projects including Berachain, Celestia, Scroll, Eclipse, Sonic, and Manta have seen activity collapse after the hype faded. 📉
Some examples:
🔹 Scroll, once valued at $1.8B, generated just $24 in daily fees.
🔹 BERA is down 98% from its post-launch highs despite raising $142M.
🔹 Manta's TVL fell from over $650M around its airdrop to roughly $4M today.
The story is a reminder that raising hundreds of millions—and even launching a successful airdrop—doesn't guarantee long-term users, revenue, or sustainable demand. 💵🤷
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📈 Bitcoin Holds Key Support — Is $128K Next?
Bitcoin bounced 4% from the $61.6K support level (Q1) in the Power Law model and has already climbed back toward the Q3 zone.
🔎 According to this on-chain framework, BTC is still trading in a deep accumulation range (below Q25), where previous cycles often marked the start of stronger rallies.
🎯 If history repeats:
• ~90 days: potential move toward $87K (Q19)
• ~1 year: potential climb to $128K–129K (Q36)
This isn't a guarantee of a straight move higher—volatility and pullbacks remain likely. However, the strong defense of the $61K–62K support zone keeps the bullish scenario intact, provided macro conditions and unexpected political or stock market shocks don't derail momentum. 🚀
Bitcoin bounced 4% from the $61.6K support level (Q1) in the Power Law model and has already climbed back toward the Q3 zone.
🔎 According to this on-chain framework, BTC is still trading in a deep accumulation range (below Q25), where previous cycles often marked the start of stronger rallies.
🎯 If history repeats:
• ~90 days: potential move toward $87K (Q19)
• ~1 year: potential climb to $128K–129K (Q36)
This isn't a guarantee of a straight move higher—volatility and pullbacks remain likely. However, the strong defense of the $61K–62K support zone keeps the bullish scenario intact, provided macro conditions and unexpected political or stock market shocks don't derail momentum. 🚀
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📱 ZachXBT: A Dedicated iPhone May Be Safer Than a Hardware Wallet
🕵️♂️ Blockchain investigator ZachXBT sparked debate after calling hardware wallets "useless junk," saying he doesn't recommend them for either signing transactions or storing crypto.
Instead, he argues that a dedicated iPhone used exclusively as a crypto wallet can offer stronger real-world security. An isolated device with no everyday use may reduce attack surfaces and attract less attention than a recognizable hardware wallet. 🤔
Of course, opinions on wallet security vary, and there's no one-size-fits-all solution. But the discussion is a good reminder that operational security (OpSec) often matters just as much as the wallet itself.
🕵️♂️ Blockchain investigator ZachXBT sparked debate after calling hardware wallets "useless junk," saying he doesn't recommend them for either signing transactions or storing crypto.
Instead, he argues that a dedicated iPhone used exclusively as a crypto wallet can offer stronger real-world security. An isolated device with no everyday use may reduce attack surfaces and attract less attention than a recognizable hardware wallet. 🤔
Of course, opinions on wallet security vary, and there's no one-size-fits-all solution. But the discussion is a good reminder that operational security (OpSec) often matters just as much as the wallet itself.
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🐋 A Bitcoin investor who bought 5,908 BTC for $98 million near the 2017 market peak finally moved the coins after 8.5 years
The purchase was made when BTC traded around $16.6K, just days before the market crashed more than 80%. Despite the brutal drawdown, the investor never sold.
By July 15, with Bitcoin trading near $64.6K, the stash had grown to $381.5 million—a profit of over $283 million and nearly a 4x return. 💎
Patience clearly paid off... although selling now might prove a little too early if this cycle still has another major leg up ahead. 🚀
The purchase was made when BTC traded around $16.6K, just days before the market crashed more than 80%. Despite the brutal drawdown, the investor never sold.
By July 15, with Bitcoin trading near $64.6K, the stash had grown to $381.5 million—a profit of over $283 million and nearly a 4x return. 💎
Patience clearly paid off... although selling now might prove a little too early if this cycle still has another major leg up ahead. 🚀
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🚨 Ostium Exploited for ~$24M
Ostium has suffered a ~$24 million exploit after an attacker manipulated the protocol's price oracle, feeding fake market data that created artificial profits on open positions. The system paid out these fake gains directly from the liquidity pool.
🥷 The attacker also held a share of the pool, allowing them to repeatedly drain funds. In just a few transactions, the pool lost 72.5% of its reserves, dropping from $32.7M to $9M. The stolen 12,000 ETH has already been moved through Tornado Cash.
🛑 Ostium has paused trading and withdrawals, stating that trader deposits were not affected—the losses were limited to the liquidity pool.
If you've used Ostium, keep an eye on official updates. And once again, the incident is a reminder: DeFi carries real smart contract and infrastructure risks. Avoid keeping large amounts in protocols unless necessary.
Ostium has suffered a ~$24 million exploit after an attacker manipulated the protocol's price oracle, feeding fake market data that created artificial profits on open positions. The system paid out these fake gains directly from the liquidity pool.
🥷 The attacker also held a share of the pool, allowing them to repeatedly drain funds. In just a few transactions, the pool lost 72.5% of its reserves, dropping from $32.7M to $9M. The stolen 12,000 ETH has already been moved through Tornado Cash.
🛑 Ostium has paused trading and withdrawals, stating that trader deposits were not affected—the losses were limited to the liquidity pool.
If you've used Ostium, keep an eye on official updates. And once again, the incident is a reminder: DeFi carries real smart contract and infrastructure risks. Avoid keeping large amounts in protocols unless necessary.
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📈 Tokenized Stocks Are Booming While Crypto Lags
On-chain trading volume for tokenized stocks hit a new all-time high of $3.47 billion in June 2026, highlighting the growing demand for blockchain-based exposure to traditional equities.
The trend is being driven in part by the ongoing crypto bear market, while traditional financial markets continue to push fresh highs. The AI boom has been a major catalyst for equities, but it's far from the only one—just look at gold, which has also enjoyed a massive rally.
As investors chase stronger-performing assets, tokenized stocks are emerging as a bridge between TradFi and crypto, allowing users to access booming equity markets without leaving the blockchain. 🚀
On-chain trading volume for tokenized stocks hit a new all-time high of $3.47 billion in June 2026, highlighting the growing demand for blockchain-based exposure to traditional equities.
The trend is being driven in part by the ongoing crypto bear market, while traditional financial markets continue to push fresh highs. The AI boom has been a major catalyst for equities, but it's far from the only one—just look at gold, which has also enjoyed a massive rally.
As investors chase stronger-performing assets, tokenized stocks are emerging as a bridge between TradFi and crypto, allowing users to access booming equity markets without leaving the blockchain. 🚀
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📉 SpaceX Shares Fall Below IPO Price
SpaceX stock has closed below its $135 IPO price for the first time, setting a new all-time closing low. 🧐
The shares are now down by around one-third from their post-listing peak, marking a sharp reversal after the initial hype surrounding the IPO.
🤷 For investors who rushed in on launch day, the ride has been anything but smooth. Another reminder that even the strongest brands aren't immune to market corrections—especially when expectations get priced in too quickly.
SpaceX stock has closed below its $135 IPO price for the first time, setting a new all-time closing low. 🧐
The shares are now down by around one-third from their post-listing peak, marking a sharp reversal after the initial hype surrounding the IPO.
🤷 For investors who rushed in on launch day, the ride has been anything but smooth. Another reminder that even the strongest brands aren't immune to market corrections—especially when expectations get priced in too quickly.
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🕺 Trump's Posts Are Becoming a Trading Product
Trump Media & Technology Group has unveiled Truth API, a new service that gives trading firms millisecond access to Donald Trump's Truth Social posts before they're broadly distributed. 😄
The company says the API is part of its strategy to monetize its ecosystem and has already signed its first customers ahead of the official launch in August. 🚀
📈 The idea isn't as crazy as it sounds. Trump's posts have repeatedly moved financial markets, with algorithmic trading systems reacting instantly to his comments on geopolitics, stocks, and crypto. In one example, Bitcoin jumped 6% within minutes after a post about potential U.S.-Iran peace talks.
Trump Media & Technology Group has unveiled Truth API, a new service that gives trading firms millisecond access to Donald Trump's Truth Social posts before they're broadly distributed. 😄
The company says the API is part of its strategy to monetize its ecosystem and has already signed its first customers ahead of the official launch in August. 🚀
📈 The idea isn't as crazy as it sounds. Trump's posts have repeatedly moved financial markets, with algorithmic trading systems reacting instantly to his comments on geopolitics, stocks, and crypto. In one example, Bitcoin jumped 6% within minutes after a post about potential U.S.-Iran peace talks.
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📉 Crypto VC Funding Is Drying Up... And That's Not Necessarily Bad
This month is on track to record the lowest level of crypto venture funding since 2020. While that may sound bearish, many see it as a healthy reset for the industry.
When capital becomes scarce, projects with no real product or sustainable business model struggle to survive, while talented developers and resources naturally shift toward stronger teams building real technology.
History has shown that major slowdowns in crypto funding are often followed by waves of meaningful innovation. Less hype, fewer cash grabs, and more focus on shipping products could ultimately leave the ecosystem in a much stronger position. 🚀
This month is on track to record the lowest level of crypto venture funding since 2020. While that may sound bearish, many see it as a healthy reset for the industry.
When capital becomes scarce, projects with no real product or sustainable business model struggle to survive, while talented developers and resources naturally shift toward stronger teams building real technology.
History has shown that major slowdowns in crypto funding are often followed by waves of meaningful innovation. Less hype, fewer cash grabs, and more focus on shipping products could ultimately leave the ecosystem in a much stronger position. 🚀
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🇺🇸 U.S. Senate Sends a Message to SBF
The U.S. Senate has unanimously passed a resolution declaring that Sam Bankman-Fried should not receive a presidential pardon or any reduction in his sentence.
There's one catch: the resolution is purely symbolic and carries no legal force. It doesn't prevent a president from granting clemency—it simply expresses the Senate's position.
🤔 So why do it?
Mostly for political signaling. It's an easy way to show a tough stance on one of crypto's biggest scandals and make it clear that, at least publicly, there's no appetite in Congress for showing leniency toward the former FTX CEO.
In other words: zero legal impact, maximum headline potential. 🇺🇸
The U.S. Senate has unanimously passed a resolution declaring that Sam Bankman-Fried should not receive a presidential pardon or any reduction in his sentence.
There's one catch: the resolution is purely symbolic and carries no legal force. It doesn't prevent a president from granting clemency—it simply expresses the Senate's position.
🤔 So why do it?
Mostly for political signaling. It's an easy way to show a tough stance on one of crypto's biggest scandals and make it clear that, at least publicly, there's no appetite in Congress for showing leniency toward the former FTX CEO.
In other words: zero legal impact, maximum headline potential. 🇺🇸
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Satoshi Was Already Thinking About Future Threats in 2010
📝 Back in 2010, Satoshi Nakamoto explained that if Bitcoin's cryptography ever became vulnerable—whether due to quantum computing or another breakthrough—the network could be upgraded to a new cryptographic algorithm before the existing one was compromised.
Satoshi didn't build a ready-made "quantum shield," but he did design Bitcoin with the expectation that its security could evolve over time through network upgrades.
⚡️ As concerns about quantum computing continue to grow, it's worth remembering that the idea of adapting Bitcoin's cryptography isn't new—it's something Satoshi had already anticipated more than 15 years ago.
📝 Back in 2010, Satoshi Nakamoto explained that if Bitcoin's cryptography ever became vulnerable—whether due to quantum computing or another breakthrough—the network could be upgraded to a new cryptographic algorithm before the existing one was compromised.
Satoshi didn't build a ready-made "quantum shield," but he did design Bitcoin with the expectation that its security could evolve over time through network upgrades.
⚡️ As concerns about quantum computing continue to grow, it's worth remembering that the idea of adapting Bitcoin's cryptography isn't new—it's something Satoshi had already anticipated more than 15 years ago.
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📊 Robinhood's Blockchain Hits $400M TVL in Just 16 Days
Robinhood's new blockchain, launched on July 1, has already surpassed $400 million in total value locked (TVL) after just 16 days—an impressive start for a brand-new network. 🚀
Interestingly, most of the activity isn't coming from tokenized stocks, which many expected to be the chain's main use case. Instead, users are flocking to DeFi protocols and, of course, memecoins and other speculative tokens. 🧐
Robinhood's new blockchain, launched on July 1, has already surpassed $400 million in total value locked (TVL) after just 16 days—an impressive start for a brand-new network. 🚀
Interestingly, most of the activity isn't coming from tokenized stocks, which many expected to be the chain's main use case. Instead, users are flocking to DeFi protocols and, of course, memecoins and other speculative tokens. 🧐
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🇨🇳 China Shakes Markets Again: $1.8T Wiped Out in a Day
China's new Kimi K3 AI model from Moonshot triggered a broad market sell-off after delivering performance close to leading OpenAI and Anthropic models at a much lower cost.
📉 The reaction was swift:
• $1.8T erased from global equity markets in a single day.
• S&P 500: -1%, Nasdaq: -2.1%.
• The SOX Semiconductor Index entered a bear market, down 24%+ from its June peak.
• Global chipmakers have now lost over $2T in market value since June 22, with Nvidia among the biggest losers.
• Bitcoin also slipped to around $63K.
The sell-off echoes the DeepSeek shock of early 2025, as investors question whether massive AI infrastructure spending can still be justified if cheaper models continue to catch up with industry leaders.
China's new Kimi K3 AI model from Moonshot triggered a broad market sell-off after delivering performance close to leading OpenAI and Anthropic models at a much lower cost.
📉 The reaction was swift:
• $1.8T erased from global equity markets in a single day.
• S&P 500: -1%, Nasdaq: -2.1%.
• The SOX Semiconductor Index entered a bear market, down 24%+ from its June peak.
• Global chipmakers have now lost over $2T in market value since June 22, with Nvidia among the biggest losers.
• Bitcoin also slipped to around $63K.
The sell-off echoes the DeepSeek shock of early 2025, as investors question whether massive AI infrastructure spending can still be justified if cheaper models continue to catch up with industry leaders.
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🤔 Tom Lee: Ethereum Could Be the Next Big AI Winner
Fundstrat's Tom Lee believes the AI narrative is shifting—and Ethereum could be one of the biggest beneficiaries.
As capital rotates away from AI hardware manufacturers toward platforms that leverage AI, ETH has outperformed a DRAM memory ETF by 55% over the past month.
Lee highlights several bullish catalysts:
• Robinhood's blockchain launch.
• Growing Wall Street interest in tokenized assets.
• Ethereum's potential role as infrastructure for AI agents and digital identity.
• The largest developer ecosystem in crypto.
His view is that Ethereum could eventually evolve from a crypto asset into the financial backbone of the digital economy. If that's the case, investors selling ETH today may be exiting just as its long-term fundamentals are becoming stronger. 🚀
Fundstrat's Tom Lee believes the AI narrative is shifting—and Ethereum could be one of the biggest beneficiaries.
As capital rotates away from AI hardware manufacturers toward platforms that leverage AI, ETH has outperformed a DRAM memory ETF by 55% over the past month.
Lee highlights several bullish catalysts:
• Robinhood's blockchain launch.
• Growing Wall Street interest in tokenized assets.
• Ethereum's potential role as infrastructure for AI agents and digital identity.
• The largest developer ecosystem in crypto.
His view is that Ethereum could eventually evolve from a crypto asset into the financial backbone of the digital economy. If that's the case, investors selling ETH today may be exiting just as its long-term fundamentals are becoming stronger. 🚀
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⚔️ Bitcoin Has Its Own Battlefield Now
Watching Bitcoin charts just got a lot more entertaining.
Newhedge has launched Bitcoin Battlefield—a real-time visualization where the BTC market is transformed into an interactive war zone. Every battle is driven by live orders, liquidations, and whale trades, turning market action into a dynamic fight between bulls and bears.
Instead of staring at candlesticks all day, you can now watch the market wage war in real time.
🎮 A fun way to visualize what's happening under the hood—and a reminder that behind every green or red candle, there's a battle between buyers and sellers. ⚔️📈
Watching Bitcoin charts just got a lot more entertaining.
Newhedge has launched Bitcoin Battlefield—a real-time visualization where the BTC market is transformed into an interactive war zone. Every battle is driven by live orders, liquidations, and whale trades, turning market action into a dynamic fight between bulls and bears.
Instead of staring at candlesticks all day, you can now watch the market wage war in real time.
🎮 A fun way to visualize what's happening under the hood—and a reminder that behind every green or red candle, there's a battle between buyers and sellers. ⚔️📈
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💰 Billionaire investor Chamath Palihapitiya believes Bitcoin is currently facing two key challenges 🧐
First, investor capital is flowing into stocks and prediction markets instead of crypto. Second, as the AI boom accelerates, electricity is becoming more valuable for AI data centers than for Bitcoin mining, potentially increasing pressure on miners. 🔮🤖
What's notable is that these comments come from one of Bitcoin's earliest high-profile supporters. Chamath called BTC his "best investment" back in 2013, recommended allocating around 1% of a portfolio to Bitcoin, and later predicted prices of $200K and even $1M+.
Although he declared that "crypto is dead in the U.S." in 2023 due to regulatory pressure, he has never abandoned his long-term view of Bitcoin as digital gold.
First, investor capital is flowing into stocks and prediction markets instead of crypto. Second, as the AI boom accelerates, electricity is becoming more valuable for AI data centers than for Bitcoin mining, potentially increasing pressure on miners. 🔮🤖
What's notable is that these comments come from one of Bitcoin's earliest high-profile supporters. Chamath called BTC his "best investment" back in 2013, recommended allocating around 1% of a portfolio to Bitcoin, and later predicted prices of $200K and even $1M+.
Although he declared that "crypto is dead in the U.S." in 2023 due to regulatory pressure, he has never abandoned his long-term view of Bitcoin as digital gold.
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