Quick Summary
Here are the current key trends based on the advanced CoinMarketCap algorithm that combines price, news, and social momentum:
The US strategic reserve for cryptocurrencies (+13.48% over 30 days) – legislative momentum to create federal Bitcoin reserves drives institutional flows.
Bitcoin's ecosystem (+11.29% over 30 days) – the shift of individuals to self-custody of coins and the adoption of layer two solutions enhances BTC's dominance.
Ethereum Innovations (+17.79% over 30 days) – zkEVM upgrades and customizable staking enhance developer activity.
1. US Strategic Reserve for Cryptocurrencies (Leading the momentum)
Overview:
The US government proposed the creation of a strategic Bitcoin reserve (SBR) under the BITCOIN Act, leading to a market cap increase of 47.91% over 90 days. Key catalysts include an executive order from Trump for a national cryptocurrency audit (June 2025) and exploring states like Texas to establish state-level reserves.
What this means:
Institutional demand is evident through the Bitcoin ETF managed by BlackRock worth $150 billion and a 44% increase in whale transactions (large holders of BTC).
Stablecoins like USDtb (backed by BlackRock) and USD1 dominate social discussions, signaling a shift of capital towards 'digital gold'.
2. Bitcoin's Ecosystem (Beginning of an Uptrend)
Overview:
The market capitalization of Bitcoin reached $2.41 trillion (+11.29% over 30 days) as individuals exit exchanges (-360,000 BTC since January 2025) and institutions accumulate through over-the-counter (OTC) trading. Lido's stVaults (scheduled for launch in October 2025) allow for separate settings for validators, combining security with yield opportunities.
What this means:
The decline in central exchange balances (-15% since the beginning of the year) indicates long-term holding strategies, reducing sell pressure.
Projects like Stacks (+23.42% over 7 days) benefit from the momentum of Bitcoin's layer two solutions, although Ethereum achieved a weekly gain of 20.88%, reflecting competition among altcoins.
3. Ethereum Innovations (Mature Growth)
Overview:
Ethereum's market capitalization is $643 billion (+81.37% over 90 days) driven by zkEVM adoption, with Lido's customizable stVaults attracting $135 billion in staking. The Pectra update (May 2025) introduced the EIP-7702 standard for smart wallets and increased layer two data capacity.
What this means:
Ethereum's Relative Strength Index (RSI) at 75.44 indicates a potential overbought condition, but developer activity (over 2200 monthly) supports long-term use.
Layer two solutions like Base now handle 85% of Ethereum transactions, according to Dune Analytics.
Summary
The cryptocurrency market is moving towards advanced institutional infrastructure (strategic reserves, standardized staking) balancing the narrative of Bitcoin as a store of value asset with the evolution of technology in Ethereum. Follow the House vote on the GENIUS Act on July 16 – approval could boost the momentum of stablecoins and real-world assets (RWA). Will zkEVM advancements in Ethereum close the 48% gap to Bitcoin's yearly high?
