🚀 Why • What • Impact
Bitcoin’s fresh $118 740 ATH drained exchange supply just as Ethereum spot-ETFs sucked in a record $226 M last week. With U.S. lawmakers launching a “Crypto Week” of pro-market bills on 15 July, both retail shrimps and Wall-Street whales are buying into a shrinking float.
🔥 Macro-Market Pulse
Bitcoin on fire: ATH print liquidated $1 B shorts and pushed Binance funding to +0.023 %, the highest in five weeks.
ETH money magnet: U.S. ETFs have now booked 11 straight green weeks, lifting net creations above $3 B (SoSoValue).
Retail vacuum: Wallets < 10 BTC are absorbing > 200 % of new mining issuance (Glassnode) while CEX reserves fall to a five-year low.
🏛️ Policy Watch — “Crypto Week” (15–19 Jul)
CLARITY Act: Full spot-market framework.
GENIUS Act: 100 % reserve stable-coin rulebook.
Anti-CBDC Act: Limits Fed retail token plans.
Passage could unlock pension & RIA flow; any delay is the top Q3 risk cue.
📊 Sector Movers
Solana in APAC: Astra Fintech rolls out a $100 M fund, buys Dexlab; regional SOL volumes +22 % WoW.
Modular hype: TANSSI hits Binance Alpha with zero-point gate; Seed-Tag points now trade 1.4 USDT on OTC chats.
Memecoin fever: PEPE2 & WOJAK2 headlines drive a 38 % DEXTools volume jump across the top dozen meme assets.
Stable-coin rails: TRON bridge revamp cuts USDT fees below $0.001; new TRON filter live in Alpha.
💰 Binance Highlights
Listings: CROSS & TANSSI live on Alpha; Chainbase TGE lands 14 Jul.
Earn: Soft-Staking promo drops 50 000 NXPC vouchers for #SoftStaking posts.
Halal yield: Sharia Earn debuts BTC, ETH, SOL pools audited by Amanie Advisors.
⚠️ Near-Term Risk & Reward
✅ House passage of CLARITY / GENIUS ➜ fresh ETF bid; ETH eyes $3 500.
✅ Core devs schedule EIP-7782 main-net ➜ faster blocks narrative accelerates.
⚠️ Profit-taking near BTC $120 K / ETH $3.5 K; watch funding for blow-off (+0.05 %+).
⚠️ Hot CPI print (10 Jul) could flip Fed narrative and trigger the first ETF outflow week in months.
Bottom Line 🧭
Retail “shrimps” are hoarding coins faster than miners can make them while institutions reload on Ether. If Congress delivers a clean pro-crypto legislative week, the float could tighten further and send majors to new highs. Keep stops tight near big round numbers and stay glued to Binance Alpha push alerts—Seed-Tag launches (NXPC, TANSSI, soon Chainbase) remain the quickest way to surf short-term momentum.
👉 Tap $BTC or $ETH if you think the supply squeeze isn’t done. Drop your July target in the comments & follow for on-chain and ETF flow updates.
Disclaimer: Includes third-party data. No financial advice.
