Hello, crypto friends 👋, this is Xiaoyun.

The recent market is interesting, whether you are a loyal follower of #BTC , a fan of #ETH , or an enthusiast of altcoins like #solana , #bnb , you can find information points here 📊. From the core layout of BTC and ETH to the active performance of popular altcoins like SOL, BNB, MENGO, and the inflow of stablecoins USDC, ETF trends and mining earnings reports, institutional capital movements and popular on-chain coins are all in view 🚀.#美国7月PPI年率高于预期

Short-term corrections, long-term opportunities, the rhythm of the bull market, all the signals you need are here—come and keep up with the market rhythm, let's understand the trends in the crypto space together 💨.

1. Macro market and Federal Reserve movements

First, let's look at the big picture. The U.S. PPI annual rate for July is 3.3%, far exceeding the expected 2.5%, and the previous value was revised from 2.30% to 2.4%; the monthly rate reached as high as 0.9%, while the market originally expected 0.2%. 📈

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This indicates that inflationary pressures persist, and market expectations for the Federal Reserve to cut interest rates in September have somewhat cooled, but from the data observed, the probability of a rate cut in September remains as high as 92.1% ⚡, as long as subsequent data does not go awry, a rate cut is almost certain.

In terms of unemployment data, for the week ending August 9, the initial jobless claims in the U.S. were 224,000, slightly lower than the expected 228,000, indicating that the labor market remains robust 💪. In the short term, this data has limited impact on U.S. stocks, with the Dow falling slightly by 0.02%, the Nasdaq dipping by 0.01%, and the S&P rising by 0.03%; the yield on the 10-year U.S. Treasury bond rose to 4.28%, the dollar index peaked at 98.15, while gold slightly retreated to $3335.60/ounce.

For the crypto market, macroeconomic 'micro-fluctuations' often trigger trading enthusiasm or corrections in the short term, so investors still need to pay attention to capital management 📉.

Last night, the overall market capitalization of the crypto market decreased by 4.23%, with BTC's market cap share slightly falling by 0.08%, and the altcoin index at 44 📉. This means that BTC was slightly resilient yesterday, while altcoins had slightly larger declines.

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In terms of stablecoin inflows, on August 15, the total inflow was $612 million, of which USDC inflow was $569 million, bringing the total to $235.16 billion 💰, with stablecoins still being a safe haven in the market.

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ETF trends worth noting: In the absence of BlackRock data, on August 14, BTC ETF saw an outflow of $287 million, while ETH ETF saw an inflow of $120 million; from August 11 to 13, ETH ETF saw consecutive inflows of $1.019 billion, $524 million, and $729 million 📈. From the ETF flow perspective, institutional investors are gradually favoring ETH and other altcoins, not just limited to BTC.

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Institutional movements are also interesting:

  • Cathie Wood (ARK Invest) has clearly stated that although BTC remains core, it is guiding clients into the altcoin markets like ETH and SOL 🌱. ARK previously had a high allocation in SOL, but as ETH performed better, the strategy has been adjusted to increase ETH investments.

  • MicroStrategy and its partner funds are also actively positioning, with SOL holdings accounting for 1.03% of the total.

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  • BNB Network Company (BNC) continued to increase its holdings by 88,888 BNB this week, targeting to hold 1% of the total BNB by the end of 2025 💎.

1. CEX Popular Cryptocurrencies

CEX Trading Volume Top 10 and 24-Hour Price Change:

  • BTC: -4.42%

  • ETH: -3.04%

  • SOL: -4.2%

  • DOGE: -7.98%

  • BNB: -1.09%

  • PEPE: -8.92%

  • ADA: -0.3%

  • SUI: -5.98%

  • XRP: -6.3%

  • UNI: -9.04%

24H Price Increase Ranking (data source: OKX):

  • MENGO: 49.55%

  • PSTAKE: 18.91%

  • SD: 16.84%

  • LOOKS: 10.27%

  • J: 7.36%

  • POLYDOGE: 3.4%

  • OMI: 3.14%

  • CORE: 2.72%

  • XCH: 2.44%

  • ZBCN: 2.35%

2. On-chain popular Meme Top 5 (data source: GMGN):

  • MRBEAST

  • BROWNH

  • Billie

  • USAi

  • fatgir

3. 24H Trending Cryptocurrencies

MRBEAST (MrBeast FUND) is a community-driven 'fan inspiration' token based on the Solana chain, named after YouTube star Jimmy Donaldson (MrBeast), featuring a hardcore geek style that fully reflects the trend of combining social media and blockchain.

4. Recent frequent dynamics related to Solana:

  • The U.S. SEC has confirmed the acceptance of Invesco Galaxy's spot Solana ETF application ✅;

  • Futu Securities has launched retail trading services for Solana, allowing Hong Kong investors to trade SOL directly, supporting CME futures and ETF pairing 📊.

5. Market dynamics

4. Observations of institutions and earnings reports

The earnings season is equally exciting:

  • KULR Technology reported Q2 revenue of $397 million, a 63% year-on-year increase, net profit of $814 million, and the company holds more than 1,035 BTC, planning to expand its computing power from 750 PH/s to 1.25 EH/s;

  • Canaan Creative reported Q2 revenue exceeding $100 million, with Bitcoin mining revenue reaching a record high of $28.1 million, having mined 284 BTC;

  • BTCS reported Q2 revenue of $2.77 million, a 394% year-on-year increase, with ETH holdings totaling 70,140, with a market cap exceeding $321 million 📊.

From this data, it can be seen that mining and digital asset holding companies are still accumulating value through BTC and ETH, while also enhancing infrastructure to layout for the future bull market.

Institutional and sovereign fund movements should not be overlooked:

  • Norway's sovereign wealth fund doubled its exposure to Bitcoin last year, currently indirectly holding 7,161 BTC, indicating that sovereign funds are gradually accepting crypto assets;

  • Abu Dhabi's sovereign fund Mubadala held approximately $534 million in BlackRock Bitcoin ETF as of June 💎.

5. Industry hotspots and project dynamics

Recently, projects and protocols have been frequently active:

  • Alt 5 Sigma minted 30 million USD1 stablecoins on Solana;

  • Cook­ie DAO launched on Velora platform, distributing $350,000 VLR tokens to users;

  • Lista DAO completed the destruction of 200 million LISTA, accounting for 2% of total supply, valued at approximately $62.18 million;

  • The crypto payment infrastructure Mesh received investments from PayPal Ventures, Coinbase Ventures, etc., with total financing exceeding $130 million 💰;

  • The GPU collateral stablecoin protocol USD.AI completed a $13 million Series A financing, providing fast loans for AI companies.

Hacker incidents still remind us that risks exist: BTCTurk was attacked, resulting in a loss of approximately $49 million, with hackers exchanging funds for ETH ⚠️.

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6. Voices of people and market sentiment

Greeks.Live Adam stated that although BTC has corrected, options trading is active, with daily transactions exceeding $10 billion 📈, the bull market continues.

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Ansem believes that sentiment in the altcoin market is at a historical low, with 2025 and 2026 potentially being the most fruitful periods for crypto assets 🍇.

MyStonks founder Bruce J reminds that the platform's suspension of withdrawals is only to cooperate with law enforcement investigations, not indicative of funding issues 💡.

Yili Hua and other analysts also emphasized that high leverage poses significant risks, and investors should rationally allocate off-market income and long-term assets.

7. Summary and market reminders

Overall, although the market has a short-term correction, based on ETF flows, mining layouts, sovereign fund increases, and stablecoin data, institutions and long-term investors still have confidence in BTC, ETH, and some quality altcoins. Short-term fluctuations do not change the bull market trend 📈.

Investors can focus on several key lines:

  1. BTC and ETH are the core, with altcoins like SOL, BNB, MENGO, etc., potentially offering layout opportunities;

  2. The stablecoin market is active, and USDC inflows can serve as a reference for risk management;

  3. The performance of ETF and mining companies' earnings reports can provide insights into institutional capital flows;

  4. New projects and on-chain innovation protocols may become the next hot tracks 🔥.

A final sentence for everyone: The market has ups and downs, wait for the right moment, rationally increase positions, and maintain a steady layout, the bull market is still on the way 💨💎.

Many understand the trend, but few keep the right pace.

Like 👍, share, follow me, and I will help you capture more market trends while we watch the ups and downs of the bull and bear markets together! Let's keep pushing!

In the current market environment, short-term operations are indeed very necessary. If you keep waiting for spot prices to rise, you may feel the agony of time. I have recently been fully engaged in secondary short-term and primary dog coin operations, with good results. Those who want to follow can contact me via private message!