📉 Market Overview
Bitcoin (BTC) trades near $113,940, down ~1.4% on the day.
Ethereum (ETH) is around $3,518, slipping nearly 2.7% intraday.
The total market cap dipped ~1.2% to $3.70T; trading volume fell in tandem.
Bitcoin dominance is up to ~59–61%, reclaiming market share and hitting a third‑year high in 2025.
🌐 Key Developments Driving the Market
🚧 U.S. Tariffs & Macro Risk-Off
Newly enacted U.S. import tariffs rattled markets, triggering risk-off sentiment.
BTC slid ~3.2%, ETH dropped ~2.5%, XRP and SOL fell ~6–9%.
🏛️ Crypto Regulatory Advances
The GENIUS Act, now signed into law, mandates stable coins be fully backed and audited—providing much-needed clarity.
SEC Chair Paul Atkins unveiled "Project Crypto", structuring rules for ICOs, tokenization, and DeFi integration.
Combined, these moves are improving regulatory clarity and supporting institutional involvement.
📊 Institutional & ETF Activity
ETFs backed by major financial firms continue driving capital flows into ETH and some into BTC.
Despite BTC volatility, interest remains strong as investors position for potential growth.
🧠 Whale Activity & Altcoin Signals
Whale-level accumulation is accelerating in BNB, DOGE, TON—suggesting possible altcoin price breakouts ahead.
⚔️ ETH vs. BTC: Outperformance Trends
Over the past month, ETH surged ~54%, while BTC gained ~10%.
ETH benefits from stable coin positioning, DeFi dominance, and corporate treasury demand.
🎯 Sentiment & Technical Context
The Crypto Fear & Greed Index has dropped to ~55, indicating a shift toward neutral-to-cautious sentiment.
BTC is consolidating between $113K–$115K, with options flow showing calm but not bearish signals.
🔮 What’s On the Radar
August–September: BTC faces a historical risk of seasonal pullback (~67% probability).
Predictions remain bullish, with analysts projecting BTC near $150K–$200K by year-end if conditions hold.