💎 Crypto – Bitcoin and altcoins
Bitcoin ($BTC ) is trading around USD 107 788 and shows slight intraday volatility.
Total crypto market capitalization has bounced back to ≈USD 3.31 tn, after the correction in Q1/Q2.
In the immediate term, crypto capitalization has fallen by –3.2 % and BTC has lost ~1 % in 24 h (≈USD 106 000).
Outlook for July:
Bitwise projects a possible rally of +30 % in BTC during the month.
Analysts see a contraction in sales, soon a bullish turnaround.
Altcoins: Renewed interest in tokens like ADA, XRP, SOL, FIL… special focus on asset tokenization projects and mid-cap Web3 solutions.
Regulation and institutional adoption:
The United States confirmed its “Strategic Bitcoin Reserve” and government crypto stockpile since March 2025.
Increasing regulatory stability favors movements of large players (Coinbase, etc.).
🛠️ Quick Strategy
Bitcoin: consider building positions on moderate pullbacks (~USD 105 000–106 000) if the technical outlook confirms absorption of supply.
Altcoins: explore infrastructural tokens (e.g. Solana, Cardano, Polygon) in balanced portfolios; pay attention to projects linked to real tokenization and DeFi infrastructure.
🧠 General Summary
Weak dollar → activates flows towards currencies EUR, GBP, emerging markets.
Key events: U.S. employment data (ADP, NFP) can alter dynamics minute by minute in both forex and crypto. Key dates: July 2 and 3, 2025, for NFP.
In crypto: slightly bullish technical momentum in BTC, reinforced by institutional adoption and regulatory support.
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