Crypto markets pulled back this week, and for the first time in a while, optimism gave way to caution. Between political tensions, a chaotic U.S. jobs report, and shifting macro expectations, investors are digesting uncertainty with mixed emotions.
Bitcoin is hovering near $113,000, a figure that once felt bullish but now reflects hesitation. Even so, resilience remains a core theme, with the space weathering major outflows, political noise, and a $9B BTC sale.
📊 Market Overview
Bitcoin (BTC): ~$113,000
Ethereum (ETH): ~$3,500
Altcoins:
XRP: ~$2.85
BNB: ~$749
Solana (SOL): ~$160
Cardano (ADA): ~$0.72
Monero (XMR): ~$297
Fear & Greed Index: 48 – Neutral, a 19-point drop this week.
🔍 Key Highlights:
📉 Macros Turn Ugly: Recession Fears and Geopolitics Spook Markets
Markets shifted into risk-off mode after a weak U.S. jobs report and soft manufacturing data raised fresh concerns about a recession, suggesting the economy may be cooling faster than expected. Hopes for Fed rate cuts remain, but uncertainty has triggered broad sell-offs, including in the crypto market. Geopolitical tension also spiked after President Trump referenced U.S. nuclear submarines in a Truth Social post about Russia, adding to global market anxiety.
💥 ETF Outflows Rock Market Confidence
Bitcoin and Ethereum ETFs experienced their second-worst outflows of 2025, with investors withdrawing $812 million from Bitcoin and $153 million from Ethereum, ending a 20-day inflow streak. It’s a sharp contrast to July’s record ETF inflows, underscoring growing macroeconomic concerns.
🧭 Trump Working Group Pushes Regulatory Realignment
Amid the chaos, the Trump crypto task force released a new framework emphasizing stablecoin transparency, clear agency roles between the SEC and CFTC, and protections against CBDC overreach. Though it skipped details on a U.S. Bitcoin reserve, it laid the groundwork for a more defined U.S. crypto policy.
🟧 $9B Bitcoin Sale, No Market Panic
Galaxy Digital offloaded 80,000 BTC (~$9B) from an early Bitcoin investor — one of the biggest single selloffs in crypto history. The market absorbed it with barely a hiccup, reinforcing just how deep and mature crypto liquidity has become.
🕳️ Satoshi Statue Vanishes in Lugano
In a symbolic (and surreal) twist, the Satoshi Nakamoto statue in Lugano disappeared this week. The optical illusion sculpture was reportedly stolen overnight. For some, it’s a poetic metaphor: even crypto’s origin story remains a mystery.
⚒️ Mining Difficulty Hits ATH, Drop Expected Soon
Bitcoin mining difficulty hit a record 127.6 trillion this week, but a projected 3% decrease is expected in the upcoming August 9 adjustment. It reflects an increasingly competitive mining landscape, though the network remains strong and secure.
🔭 Looking Ahead
This was a week of sobering signals. Political tensions are rising, macro data is turning messy, and the market’s tone has shifted from euphoric to watchful. Still, the core remains solid. Liquidity is deeper. Institutions are still circling. And regulatory momentum, however chaotic, is finally taking shape.
Afraid of deeper dips?
Stay flexible, even in uncertain times.
📬 See you next week with more insight, less noise.
Best wishes,
B1GSHOT
