❌ Bitcoin fell below $115,200 due to US tariffs
The announcement of new 15% US tariffs caused a significant drop in rates: BTC fell to $115,200, other cryptocurrencies — ETH, SOL, DOGE — fell by 8%. Investors actively locked in profits, leading to large-scale liquidations and a ~3.8% decline in global capitalization. This confirms its sensitivity to macroeconomic pressure and customs policy.
❌ Retail is selling BTC, ETH whales are accumulating. The market is diverging
Retail investors are massively withdrawing Bitcoin on exchanges (notably Binance), while large ETH holders are buying ETH for $2.43 billion. This divergence in behavior indicates an exit of some investors from BTC and an increase in institutional support for ETH, creating a divergent market impulse.
❌ Investors are massively moving into gold due to trade tensions
Due to uncertainty surrounding tariffs, gold prices rose by 0.6% to $3,294.56/ounce. Gold futures slightly decreased to $3,348.6. Investor demand is rising due to administrative announcements regarding new trade restrictions.
❌ SEC is preparing a radical reform 'Project Crypto'. Operators are indecisive
SEC Chairman Paul Atkins announced the launch of Project Crypto — a large initiative to review rules for digital assets. It includes defining under what conditions a token is a security, promoting DeFi and tokenization of markets, and creating 'super apps' with all services under one license. While this is recognized as a breakthrough in regulations, the lack of clarity in details may temporarily hinder assets.
❌ Rising dollar causes concern in global markets
The dollar has strengthened sharply after a prolonged period of weakening, leading to a redistribution of investor baskets. The euro and currencies of Asia-Pacific countries showed a decrease in demand — investors are reorienting towards the American currency as a safe asset.
✅ Ethereum ETF: $5.4 billion inflows in 19 days. ETH is building a foundation
ETH ETFs received net inflows of $5.38 billion for 19 consecutive days, accounting for almost 5% of ETH turnover. BlackRock leads the list with $4.19 billion. Total AUM of ETFs reached $22 billion. The acceptance of such scale emphasizes Ethereum as a key tool for institutions, supporting ETH's potential to $4,000–5,000.
✅ ETF inflow to ETH increased to $2.3 billion just in the last week
Over the past week, Ethereum ETFs attracted $2.3 billion, which strengthened expectations for price growth in August. This institutional activity creates steady demand and the prospect of new local price highs for ETH.
✅ The value of Ethereum increased by +66% in July. Capital inflow of $10.3 billion
ETH significantly outperformed BTC: growth in July at +66% compared to +9.3% for Bitcoin. Institutional inflows into ETH for 2025 already reached $10.3 billion. This momentum shifts capital interest towards Ethereum and fosters confidence in a long-term trend.
✅ Positive industry sentiment: projects 'crypto superpower USA'
Under the leadership of the White House and the Treasury, there is active support for a strategy to make the USA a leader in digital assets. This includes the GENIUS Act and Clarity Act — legislative frameworks for stablecoins and delineation of roles between the SEC and CFTC. Such policy creates a solid foundation for long-term market growth.
✅ Decline in ETF demand for BTC, but the overall institutional trend remains positive
Despite a temporary decrease in Bitcoin inflows, analysts point out that corporations are moving towards tokenization and ETH, using Bitcoin financial playbooks. Ripple, Litecoin, ETH are being used for diversification — institutions see options beyond BTC.
✅ SEC's new order: crypto-tokenization, ICOs, airdrops are changing the market
The SEC officially recognized that most crypto assets are not securities, easing the issuance of tokens, ICOs, and DeFi projects under 'unified' rules. This paves the way for a new era of crowdfunding, legal tokenization of businesses, and mass citizen participation.
✅ New tokens and tasks on CreatorPad
New campaigns became available on July 30 on #CreatorPad Convert your activity on Square into rewards in tokens completing tasks from Treehouse, Bubblemaps, and BounceBit