đ Market Highlights:
⢠Bitcoin dropped below $115,200 due to fresh U.S. tariffs and generalized profit taking in crypto markets resulting in about 3â4% declines in BTC, ETH, SOL, and DOGE.
⢠Bitcoin finished July at an all-time high closing the month at $115,644 its highest ever monthly close.
⢠Ethereum exploded 54% in July, far outpacing Bitcoin's 10% rise on the back of regulatory tailwinds (GENIUS Act) ETF inflows and corporate treasuries stashing ETH.
đŚ Institutional & Regulatory Developments:
⢠Syz Capital reopens its BTC Alpha fund on OctoberâŻ1 to raise 2,000 BTC ($200M) indicating solid institutional demand.
⢠XRP replaced Ethereum as Coinbase's second largest contributor to retail trading revenue in Q2 2025 at 13% vs ETH's 12%.
⢠Most profitable bitcoin miners since last halving 10 out of 13 listed U.S mining stocks beat BTC in July.
đ Macro & Technical Outlook:
⢠Crypto markets in August stand at a pivotal point awaiting Fed policy cues such as CPI report AugâŻ12, Jackson Hole Symposium AugâŻ21â23 which may induce liquidity changes and volatility.
⢠Analysts have a bullish price estimate of $133Kâ$140K for Bitcoin this month, according to post halving seasonality and technical breakout from an inverse head and shoulders pattern at $115Kâ$121K.
đ Altcoin Movement & Token Unlocks:
⢠Whales are buying BNB, DOGE, TON, and other altcoins. Investors cumulatively added more than 2âŻbillion DOGE ($400M) after the recent dip BNB holders with âĽ10K coins reached new heights during July highs.
⢠Over $500M worth of tokens become unlocked in August such as $210M worth of SUI on AugâŻ1 and $55M worth of ENA on AugâŻ2 potential price action catalysts.
⢠New altcoins such as MoonBull, BRETT, POPCAT, Unilabs Finance, Remittix are attracting attention, with traders seeking high upside from utility driven or community supported tokens.
#TrumpTariffs #MarketPullback #SECProjectCrypto #WhiteHouseDigitalAssetReport #FOMCMeeting
