#BTCvsETH everyone in the industry is discussing the Ethereum rise, Trump’s cryptocurrency report, and profit wars in DeFi at a level of $160 million. 1. Ethereum aims for $4,000 due to inflows from ETFs and moves by large investors 2. Trump’s cryptocurrency report may change US policy this week 3. SolvBTC.BNB becomes the largest profit pool in DeFi with a TVL of $160 million 4. Skepticism towards Runes is growing despite Bitcoin's good condition 5. Pudgy Penguins NFT – the minimum price increased by 16% with the market rebound
1. @BitMartExchange: Ethereum Rally and Potential Regulatory Impulse “Ethereum is trading close to $3,800, up 3.8% [...] President Trump will publish a comprehensive report on cryptocurrencies on July 22” – @BitMartExchange (1.4 million followers) See What it means: This is a positive signal as it combines the technical breakthrough of ETH with a potential regulatory impulse from the upcoming Trump report, which may address the implementation of stablecoins and the GENIUS Act. 2. @SolvProtocol: Intensification of Profit Wars in DeFi “SolvBTC.BNB is now the largest pool on @pendle_fi with a TVL of $160 million [...] institutional quality profits from the BNBFi ecosystem” – @SolvProtocol (345 thousand followers · 2.5 thousand views · ) See What it means: This is good news for BTC and BNB holders looking for profits, showing a capital rotation from traditional BTC to DeFi strategies offering annual returns of 10-18% through platforms like DAO List. 3. @LeonidasNFT: Criticism of Bitcoin Runes “Runes will be the most hated rally of all time” – @LeonidasNFT (248 thousand followers · 2.5 thousand views · ) See 👀 What it means: This is a negative signal for the second-layer Bitcoin narrative, reflecting frustration over the usability issues of Runes and perceived dilution of Bitcoin's core value. 4. @MultiversX: Innovations in Staking “537 million transactions [...] 14.8 million tokens staked [...] over 106 thousand users staking $EGLD” – @MultiversX (1.1 million followers · 1.6 thousand views · ) See 👀 What it means: Neutral-positive for EGLD, highlighting network activity, although it is necessary to translate this into value growth in the competitive environment of first-layer blockchains. 5. @blubsui: Return of the Memecoin Trend “$BLUB will be the winner of this memecoin supercycle” – @blubsui (42.5 thousand followers · 57 views · ) See 👀 What it means: Mixed effect – indicates renewed speculative interest, but poses risks for projects with no real value, as confirmed by the limited organic reach of BLUB (only 57 views). Summary Consensus among experts is positive but cautious – institutional inflows in ETH and BTC and regulatory optimism balance the speculative bubble of memecoins and skepticism towards Runes. It is worth tracking the details of the implementation of the GENIUS Act in Trump’s report on July 22, which may trigger the next phase of development of compliant stablecoins and RWA (real-world assets) projects.
This is not financial advice. The decision is up to you.
