Friends in the crypto world! As the gold layout period for July and August officially arrives, the market atmosphere is gradually warming up. Whether you are a stable big player or a small investor looking for explosive potential, this wave of market cannot be missed!#以太坊交易量反超比特币
Recently, Bitcoin spot ETFs have seen continuous net inflows of hundreds of millions of dollars, with mainstream institutions showing strong confidence; at the same time, the shadow of the global debt crisis looms, and more and more investors are starting to turn their attention to cryptocurrency as a new financial safe haven; not to mention those altcoins in the AI and infrastructure sectors, which have tremendous potential, and the scent of an impending explosion is palpable.#美国AI行动计划
This article will help you scan these major hotspots comprehensively, guiding you to seize the strongest opportunities in the second half of 2025! 🚀#山寨季來了？
1. Continuous inflow of Bitcoin ETF funds, institutions and retail investors jointly building the market foundation 💰
Let's first talk about the 'big brother' of the market—Bitcoin. Recently, the US Bitcoin spot ETF has seen a massive inflow of funds, with a net inflow of $72.3 million just this week. As a leader, BlackRock's IBIT made a single addition as high as $268 million, showing institutions' strong confidence in Bitcoin! Of course, Grayscale's GBTC saw about $79.7 million in outflows, indicating structural differentiation, but the overall ETF enthusiasm continues to rise, with consecutive inflows suggesting that both retail and institutional investors are not panicking.
Meanwhile, ETF funds continue to flow in, stabilizing the foundation of Bitcoin.
Despite over 40,000 BTC being sold off to exchanges this week, and even old wallets with over 10 years of history becoming active again, the BTC price still firmly holds above the $117,000 mark.
Why can it hold up?
The key lies in the surge in open positions on the Bybit platform, with financing rates remaining neutral, indicating that the phenomenon of excessive leverage has eased, and the liquidation data shows almost no forced selling, with the market overall in a relatively balanced consolidation phase.
Interestingly, despite the drop in Bitcoin prices, Bybit's open interest (OI) has reached new highs, suggesting that some funds are betting on volatility and aggressive short strategies.
Historically, this kind of OI rise often indicates an imminent sharp price change, and the market may welcome a new round of storms.
The inflow of ETF funds and the activity of old wallets have greatly boosted bullish confidence. People generally believe that if Bitcoin can hold above $117,000, a push towards the $120,000 mark is imminent. Don’t forget, market sentiment is slowly warming up, ETF inflows and the actions of institutional investors are quietly laying the groundwork for the next round of increases.
2. The global debt crisis is worsening, is cryptocurrency becoming a new favorite for hedging or just a bubble? 🤔
The global debt crisis has become an unavoidable reality. According to the International Finance Association, the total global debt is expected to soar to $324 trillion by the first quarter of 2025. The US federal budget plan is projected to increase debt by $3.3 trillion over the next decade.
UBS's survey shows that nearly half of central bank governors believe that US debt restructuring is inevitable, a statement that was once unimaginable.
Against this backdrop, former Coinbase CTO Balaji Srinivasan bluntly stated that the US debt issue is fundamentally unsolvable, and the dollar is undergoing a historic stress test. Agustin Carstens, general manager of the Bank for International Settlements, also pointed out that the global economy has entered a new era of 'extreme uncertainty and unpredictability.'
Facing this unstable environment, cryptocurrency, with its scarcity and decentralized characteristics, is gradually becoming an important option for investors seeking asset protection.
Why might cryptocurrency be your financial safe haven?
Limited supply, strong anti-inflation ability: The total amount of Bitcoin is capped at 21 million, similar to digital gold.
Decentralized, immune to government and central bank intervention: When monetary policy fails, digital assets may provide shelter.
Global all-weather liquidity: Trading is not restricted by geography and time, offering high flexibility.
But it is not a panacea.
Price volatility: Short-term dramatic fluctuations may affect asset stability.
Security risks: The risk of digital wallets and trading platforms being hacked still exists.
Regulatory uncertainty: The global regulatory environment is complex, and legal risks cannot be ignored.
In short, cryptocurrency should be part of a diversified investment portfolio, not the only choice.
Coinbase CEO Brian Armstrong warns that the debt crisis is approaching, while also affirming the important position of crypto assets as a strategic hedge: 'The world needs cryptocurrency more than ever.'
3. The potential explosion in altcoins and the artificial intelligence field! Seize the golden layout on the eve of the 'altcoin season' 💎
In addition to mainstream coins, the market for altcoins, especially those star projects in the AI and infrastructure fields, is also worth paying attention to.
Artificial intelligence sector 🔥
Griffain: An AI agent project based on Solana, with a market value soaring from $30 million to $130 million in May, yielding a short-term return of 6 times. If the AI boom returns, it is very likely to explode again.
Tars AI: Also based on Solana, with prices rising from $0.025 to $0.14 in April, an increase of 6-7 times, and a market value exceeding $50 million. Once market sentiment improves, it will regain attention.
Render Network (RNDR): A more mature AI computing power token, with a market value of about $1.7 billion, recently rebounding from $2.6 to $3.25, suitable for retail investors focusing on GPU and AI-related applications.
Infrastructure sector 🏗️
Chainlink (LINK): The leader in decentralized oracles, providing reliable external data for smart contracts. With the growth of DeFi and enterprise-level blockchain applications, demand for LINK is steadily increasing.
Arweave (AR): Web3 permanent storage infrastructure with unique 'blockweave' technology, facing a surge in data storage demand, showing broad prospects.
Trading platforms 🌐
Sei: A first-layer chain designed for trading, with sub-second confirmation, low fees, and anti-front-running technology. The V2 upgrade enhances competitiveness, key to attracting mainstream trading DApps.
Fantom (FTM): An EVM-compatible and highly scalable first-layer blockchain, using the 'Sonic' technology stack, entering a recovery period, promising to enhance throughput and layer-two capabilities.
Other quality projects 🚀
Aptos (APT): Supported by institutions, the ecosystem is becoming increasingly prosperous, recently collaborating with multiple fintech companies, and the Move language and flexible architecture assist developers.
Near Protocol (NEAR): Over 46 million monthly active users, mobile-first design, deeply integrated with Telegram, steadily expanding the user base, becoming the preferred choice for decentralized applications in emerging markets.
If you are still observing, it might be a good idea to preemptively position these potential coins, especially those closely related to AI and infrastructure projects, as the altcoin season is approaching, and the rhythm of an explosion may be just around the corner.
4. Why can Bitcoin's price remain strong despite a sell-off of 40,000 BTC? 📊
This week, the market experienced a massive Bitcoin sell-off, with over 40,000 BTC flowing into exchanges, and old wallets being reactivated. Typically, such large amounts of spot entry may bring risks of a price drop. But the actual situation is that Bitcoin still firmly holds above $110,000, and the market does not seem to be collapsing.
Why?
Financing rates remain stable: Major derivatives exchanges (such as OKX, Binance, Bybit) maintain neutral or slightly positive financing rates, indicating limited leverage risk.
Surge in open interest: Especially on Bybit, open interest surged by $1.52 billion within 24 hours; although prices have slightly adjusted, the increase in positions suggests aggressive shorts or speculative bets, which often indicate an impending major market shift.
Whales and off-market funds remain active: Although large capital flows bring short-term selling pressure, it also indicates intense competition between institutional buyers and sellers, and the market is still undergoing healthy adjustments.
Historical old coins are active: Old wallets with over 10 years of history were active this month with 3.9K BTC, indicating that long-term holders may have strategic layouts.
Net demand is resilient: Even under selling pressure, mid-term buyer confidence remains strong.
Overall, the Bitcoin market is in a consolidation and accumulation phase, waiting for the next wave of rising opportunities after the summer lull. Bulls should not easily cut losses; a solid bottom is worth looking forward to.
Summary and action guide 🎯
The window for cryptocurrency layout in July-August is opening, with both mainstream coins and altcoins having highlights:
Continuous inflow of Bitcoin ETF funds, institutional confidence remains strong, the foundation is solid, and the $120,000 mark is expected to be broken.
Under the shadow of the global debt crisis, cryptocurrency has become a new emerging safe-haven asset, but risks and volatility need to be viewed rationally.
Altcoins in the fields of AI, infrastructure, and trading chains have enormous potential. Advance layouts may enjoy the benefits of an explosion.
Bitcoin remains strong despite massive selling pressure, and the market is undergoing healthy consolidation, preparing for the next phase.
🌟 Action suggestions:
Pay attention to ETF fund flows, using institutional trends to help judge market bottoms.
Rational allocation, using cryptocurrency as a tool for asset diversification, avoiding heavy positions in a single asset.
Explore potential coins related to AI and blockchain infrastructure, and make mid- to long-term layouts.
Closely monitor Bitcoin's key support, patiently waiting for confirmation signals above $120,000.
The cryptocurrency market is always full of opportunities and challenges; steady progress is the key to laughing last!
The cryptocurrency market changes rapidly, with opportunities and risks coexisting. Learning to enter and exit strategically, protecting the principal, is key to steady progress, wealth, and growth.✍️
Remember to DYOR, manage risks well, and wish everyone smooth sailing in the cryptocurrency market!🌊
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