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— Keeping a close eye on crypto news so you don't miss the next 2009

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🪙 Bitcoin is king of portfolios again — institutions raise allocation to 31%

New data from Bybit shows that BTC remains the top crypto asset in 2025 portfolios.

📊 Key highlights:


🟡 Bitcoin’s share in portfolios grew from 25.4% to 30.95% over six months

🟡 Ether dropped: for every $1 in ETH, investors now hold $4 in BTC

🟡 Nearly 3.5M BTC are held in treasuries, with 834k by public companies

🟡 The number of companies holding BTC on their balance sheet jumped from 124 to 244 in just a few weeks

💬 Institutions are betting on Bitcoin as “the new gold” — and according to Unchained, this could push BTC to $1.8M per coin by 2035.

😶 What about retail?


Retail is shifting toward altcoins: BTC’s share in those portfolios fell to 11.6%. XRP has overtaken SOL — with ETF hopes fueling the move.

Two speeds in the market: institutions are stacking BTC, retail is chasing the next ETF hype.

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🪙 Bullish breakout: Bitcoin breaks $108K and eyes new ATH

Bitcoin delivered a textbook move — sweeping short liquidity at $108K and accelerating upward. Now, all eyes are on a potential push toward all-time highs.

📈 What’s happening:

🟡 BTC surged nearly $10K in 3 days, reaching $108,182

🟡 Liquidity at $108K has been taken — next target: $111K+

🟡 Ichimoku Cloud shows a clean Kumo breakout

🟡 Titan of Crypto: “If we clear the Fair Value Gap, $111K is next”

💬 “Bulls are in control,” summed up analyst Matthew Hyland.


🌍 With calm returning to the Middle East, markets are now watching NATO and rising tensions with Russia. QCP Capital warns: geopolitics is back in play, and the market is undergoing a stress test.

Bitcoin leads once again — powered not just by technicals, but by mounting geopolitical pressure.

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🪙 Bitcoin Hits Highs, but Old Miners Stay Silent: Why Satoshi-Era Holders Aren’t Selling BTC

BTC is at all-time highs, yet the oldest miners seem to have forgotten where the “sell” button is.

📉 Unusual Market Behavior:

🟡Throughout 2025: Satoshi-era miners sold only 150 BTC

🟡For comparison: In 2024, they dumped nearly 10,000 BTC

🟡Mining pools with 100–1,000 BTC added 4,000 coins to reserves

🟡Total reserves hit 65,000 BTC — the highest since November

💬 CryptoQuant: “Miners are currently extremely underpaid but still holding.”


📉 Revenue dropped to $34M per day — a two-month low. Hashrate down 3.5% in 10 days. Yet, almost no sales.

In every past bull run, old wallets unloaded at highs. But in 2025, even the OGs have decided: selling is no longer the trend.

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Another productive week for Bobrovsky

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🪙 Bitcoin loans are back — but this time, with scars

Celsius and BlockFi burned the book, but new players are quietly rewriting it — with more caution, less hype, and scars that still sting.

No more black boxes?


🟡 Lenders now avoid the “rehypothecation roulette” that tanked billions — promising overcollateralization, public reserves, and lower LTVs

🟡 Retail is mostly gone — loans are now used for liquidity, tax deferral, or balance sheet play by corporates and long-term holders

🟡 Platforms like Strike say never again to reusing your BTC, while others offer full disclosure or third-party custody

💬 “Rehypothecation still worries users — some are doing it better, but it’s the same 2021 story if transparency is missing,” says Accountable CEO Wojtek Pawlowski


🔒 Safer ≠ bulletproof


🟡 BTC still swings 5%+ in a day — even conservative 40-50% LTV can collapse if markets dive

🟡 Collateral pools are mostly single-asset and can still vanish overnight

🟡 Modern lenders promise no yield-farming with user BTC — but one hidden repackaging, and the dominoes fall again

🤔 Who’s borrowing now?


🟡 Total CeFi Bitcoin loan book rebounded to $13.5B in Q1 2025 (up 9% QoQ)

🟡 Institutions and long-term HODLers are borrowing against BTC to access liquidity without triggering capital gains

🟡 But even they remain wary — because smart contracts don’t protect you from a 20% crash

💬 “Lower leverage, public reserves, even banking licenses — all improvements. But don’t pretend this thing’s bulletproof,” warns Savea CEO Sam Mudie


Bitcoin lending isn’t dead. But it's no longer the casino it used to be. And maybe that’s a good thing.

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🟠 June marked by BTC: less energy, more believers

Bitcoin’s hashrate dropped due to extreme heat, but companies and U.S. states keep stacking sats. As some shut down mining farms, others pass pro-crypto laws and add BTC to their balance sheets.

⛏️ Hashrate down 15% in a month

🟡 Blame the U.S. heatwave — power grids are under pressure, farms are going offline

🟡 This is the biggest hashrate drop since 2021

🟡 Network slows down, fees fall — mining becomes less profitable

💸 Hackers stole $150M in June

🟡 Private key hacks, phishing sites, protocol exploits

🟡 TRM Labs: “80% of attacks are just basic scams under the hood”

🟡 YTD losses have hit $2.15B

🏢 26 companies added BTC to treasury

🟡 Total now: 250 companies hold Bitcoin

🟡 Top performer: MicroStrategy up 6% despite its debt

🟡 VC funds warn: “This ends in panic and sell-offs”

🌏 Asia turns crypto-friendly


🟡 Thailand: 0% capital gains tax on BTC until 2029

🟡 South Korea: stablecoin law in the works

🟡 Malaysia & Hong Kong launch sandboxes and crypto derivatives

📜 U.S. states jump in too

🟡 7 states passed crypto laws — from Bitcoin ATMs to treasury reserves

🟡 Texas now officially allows BTC in state reserves

🟡 Florida’s Bitcoin ATM bill failed

Bitcoin keeps entering company books, legal codes, and everyday wallets. Even with falling hashrate, the interest isn’t fading. Hype? No — institutional wave.

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🟠 Smarter Web tops up its balance: another $24.7M in BTC

London-based Smarter Web has made another Bitcoin purchase — this time for $24.7M. And it’s just the beginning.

💰 773 BTC on the books

🟡 Bought another 230 BTC at $107K each

🟡 Total investment: $82.6M

🟡 $52M in cash left — all reserved for Bitcoin

📈 10-year strategy

🟡 The company has committed to long-term BTC accumulation

🟡 “Bitcoin is the core of the future financial system” — from their report

🟡 Accepting BTC payments since 2023

💭 “We view Bitcoin as an asset that will strengthen the company’s long-term value” — public statement


🇬🇧 UK joins the frenzy

🟡 At least 9 firms announced BTC buys in just one week

🟡 Tao Alpha plans a $137M BTC strategy

🟡 Even Panther Metals bought its first Bitcoin

Corporate FOMO is sweeping through the UK. While some still trust gold — others are betting on digital.

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🟠 Smarter Web tops up its balance: another $24.7M in BTC London-based Smarter Web has made another Bitcoin purchase — this time for $24.7M. And it’s just the beginning. 💰 773 BTC on the books 🟡 Bought another 230 BTC at $107K each 🟡 Total investment: $82.6M…
🪙 $140,000 — the level OG holders are waiting for

Even at 2025 highs, Bitcoin hasn’t given old-time holders the kind of profits they saw in 2024. That means the upside might still be ahead.

🤔 What CryptoQuant says:

🟡 LTHs (holding BTC for 6+ months) are still not “deep in profit”

🟡 Average MVRV profit is at 220%

🟡 It was 350% in December 2024

🟡 To match that, BTC needs to reach $140,000

💲 The key number:


🟡 $33,800 — average entry price for LTHs

🟡 $140K — the level where profit matches 2024 peaks

🟡 This could act as a “magnet” for the market

📊 What the charts show:

🟡 BTC is breaking the downtrend from May

🟡 “Now comes the retest phase after breakout” — Rekt Capital

🟡 The bull run could end in just a few months

If the bull trend hasn’t yet delivered peak profits — it’s not the top. It’s a hint.

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🪙 Why can’t Bitcoin break past $112K?

BTC is approaching its peak but just can’t push through. Why? A lack of new buyers and too much emotion.

📉 No real demand

🟡 Spot volume delta is negative — more selling than buying

🟡 The market is driven by derivatives, not real money

💭 “Breakouts run on fumes,” says Swissblock


🤫 Seasonal quiet

🟡 Historically low volumes from June to October

🟡 July accounts for just 6.1% of annual traffic

🟡 Even major news (Trump, tariffs, crypto laws) isn’t moving the market

💰 Greed phase

🟡 Fear & Greed Index at 73 — extreme FOMO

🟡 RSI is nearing overbought levels across the board

💭 Santiment: “Don’t be surprised by a brief rally halt”


To go higher, the market needs real money — not just noise. While the crowd gets greedy, the market cools off.

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🪙 Third bounce from $110K: are the bulls losing steam?

Bitcoin has failed to break above $110K once again — marking the third rejection in just a couple of months. Strong U.S. labor market data cooled investor sentiment, making it less likely that rate cuts will happen before fall.

🔁 History is repeating


🟡 Rejections near highs often lead to drops: -14% in January, -18% in spring
🟡 The same setup now: price is rising while RSI is falling — classic bearish divergence
🟡 The $110K level has become a wall: heavy sell-offs, neutral funding, traders running out of steam

📉 How low can we go?

🟡 $108K–$107.5K is a key support zone — if it breaks, a drop to $105K is likely
🟡 Other support levels: $106K, $105.2K, and the psychological level at $104K
🟡 Buy orders are stacked around $108K and below

🙏 And what if we break through?

🟡 Above $110K lies a $121M liquidation cluster
🟡 A breakout could trigger a short squeeze — pushing price to $114K
🟡 $112K remains strong resistance before price enters uncharted territory

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🟠 Strategy didn’t buy Bitcoin for the first time in 3 months — but now they want to raise $4.2B

Michael Saylor hit pause, but not for long. The company reported $14B in unrealized BTC profits in Q2 and immediately launched a new $4.2B ATM offering for more buys.

🤔 What’s going on?

🟡 For the first time since April, Strategy didn’t purchase any Bitcoin last week — the price had dropped to $105,400
🟡 Their current holdings: 597,325 BTC, average cost ≈ $107K
🟡 Tax liability on profits stands at $6.31B

🤷‍♂️ What is Saylor planning?

🟡 A new $4.2B ATM under the ticker STRD — they’ll sell shares to buy more BTC
🟡 Total capacity of all Strategy ATM programs: $44.8bn
🟡 Already used: $477M from STRK, $163M from STRF

🗣 “We don’t just hold BTC. We fully capitalize on it.” — that pretty much sums up Strategy’s playbook.


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🪙 $100M for Bitcoin startups — no altcoin snake oil

Ego Death Capital has raised $100M from family offices to invest exclusively in companies building on Bitcoin. No tokens, no mining, no wallets — just fundamentals and real business.

🤔 Who’s investing and why?

🟡 The fund targets startups with $1–3M in annual revenue
🟡 It has already backed the Roxcom exchange, the Relai app, and Breez, a Lightning-based solution
🟡 Not interested in: mining, wallets, or any other cryptocurrencies

🗣 “Bitcoin is the only decentralized and secure base for building the future,” says partner Nico Leshuga.


📋 Context


🟡 In Q2 2025 alone, crypto VC raised $10B — the highest since early 2022
🟡 Nearly half of that came in June
🟡 Driven by the success of Bitcoin ETFs and growing corporate treasury adoption

The numbers and quotes don’t lie: the real money flows where there’s no scam — and where Bitcoin reigns supreme.

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🟠 BTC rally approaching: $110K is near, but the market is holding its breath

Bitcoin touched $110K again — and once again failed to break through. Price action has stalled, as if waiting for a macro signal. And that signal is almost here.

📊 Chart update:

🟡 BTC hit $109,777 before pulling back
🟡 Strong sell walls at $110,500, support at $108,500
🟡 RSI on the 3D chart shows a reversal pattern (inverse H&S)

🗣 “We need either a 3D close above $110K or RSI above 70. That’ll launch 3–4 weeks of uninterrupted growth,” writes BitBull.


🤔 Why the stall?

🟡 U.S. CPI is due next week — inflation data could flip the script
🟡 Fed rate cut expectations have dropped: now 2 cuts are priced in, not 2.5
🟡 September cut odds fell from 90% to 70%

QCP Capital warns:
💭 “Trade wars, a hawkish Fed, weak dollar — this is a perfect storm for volatility. Buckle up.”


Stocks are wavering, but Bitcoin remains “well bid” — demand is strong and liquidity is tightening. Those who lag behind will have to buy higher.

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🪙 Bitcoin ETFs have pulled in $50B — and it’s just the beginning

Investors keep pouring money into U.S. spot ETFs: over $50 billion has flowed in just 18 months since launch. But there’s one clear leader — and it’s not Grayscale.

💰 Who raised the most?

🟡 BlackRock (IBIT) — $53B in inflows, the first ETF with 700K BTC on its balance sheet
🟡 Fidelity — $12.29B
🟡 Grayscale — lost $23.34B instead

IBIT now generates more revenue for BlackRock than its S&P500 fund.


🪙 Corporations are buying BTC too

🟡 Metaplanet (Japan) — bought $237M in BTC, now holds 15,500 BTC
🟡 The Blockchain Group (France) and Smarter Web (UK) — $37M combined
🟡 Remixpoint (Tokyo) — preparing $215M to acquire another 3,000 BTC

🤔 What’s happening in the market?

BTC hits new ATH: $112K, $200M in shorts liquidated
ETH up 6.6% in 24h, heading toward $3K

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