CivicNode

Зеленый молот в лонг а коасный в шорт?

🗓️ Weekly Recap | CivicNode

As of July 18, 2025 — 13:30 UTC
Markets, Macro & Crypto — at a glance

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📉 Market Snapshot

• BTC: $118.9K (Intraday high: $120.7K, low: $117.7K) — slight pullback from last week’s ATH (~–3%)
• ETH: $3,599 (High: $3,669, Low: $3,376) — consolidating
• U.S. 10Y Yield: ~5.06%
• DXY: ~106.4 — steady amid geopolitical noise

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🌍 Macro / Geopolitics

• Federal Reserve: Diverging voices — Waller supports July rate cut; Daly sees two cuts by year-end     
• Political pressure: Trump floated firing Powell; denied later — created dollar volatility 
• Inflation & tariffs: June CPI at 2.7% YoY; tariffs contributing to core inflation ()

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🧠 Institutional Insight

• BlackRock continues consistent BTC ETF accumulation
• Fidelity hints at upcoming ETH trust in Q3
• Spot ETH ETF awaits final SEC approval
• Crypto-related stocks saw minor corrections after legislation delays

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🏛️ Legislation & Policy

• Crypto bills (GENIUS, CLARITY, Anti‑CBDC Acts): initial rule vote failed in House — procedural delay, not rejection
• Make-up vote postponed; next attempt expected imminently
• Senate awaits finalized omnibus bill structure

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💡 CivicNode View

This week shows clear policy turbulence, yet crypto remains macro-relevant.
Fed pivot is possible, but independence under stress. Inflation is sticky, markets are resilient.
Crypto isn’t fringe — it’s part of the macro narrative now.

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👇 What’s your strategy as policy winds shift? Positions in BTC, ETH, bonds, or cash?

#WeeklyRecap #Bitcoin #Macro #Fed #Inflation #CryptoPolicy #CivicNode
$BTC
$ETH
$XRP

🧵 Crypto Legislation Delayed: What Happened and What’s Next

Yesterday, the U.S. House failed to move forward on major crypto bills (GENIUS Act, CLARITY Act, Anti-CBDC Surveillance State Act) due to procedural deadlock.

Here’s what went down — and what’s next. 👇

❗ Why It Failed

• A vote on the rule — needed to advance the bills — failed: 196 for vs. 223 against
• Conservative Republicans (Freedom Caucus) opposed separate votes
• They demanded a unified bill to prevent gaps — especially on CBDC restrictions
• Speaker Mike Johnson canceled the vote after internal GOP conflict
• “Make-up” votes were also canceled minutes before start
• Despite strong Senate support (GENIUS Act passed 68–30 in June), the House couldn’t start floor debate

💥 Market Reaction

• Crypto-related stocks dropped 1.5–5% (Circle, Coinbase, MicroStrategy)
• BTC pulled back ~3%
• Speaker Johnson said talks are ongoing and a revote is expected soon

🗓️ What’s Next?

• A new vote could come as early as tomorrow or early next week
• A compromise may merge 2–3 bills into one omnibus package
• Senate will wait for a finalized structure from the House before acting further

🔍 Key Takeaway

This isn’t a rejection of crypto legislation.
It’s procedural chaos within the GOP, delaying — but not derailing — regulatory progress.
The next vote is already being prepared.

📡 CivicNode Insight:
The market remains sensitive to D.C. signals.
Regulatory clarity is inevitable — the timeline is the only variable.

👇 Will a single omnibus crypto bill unlock faster adoption?
Let us know what you think.

#Crypto #Regulation #GENIUSAct #CBDC #BTC #CivicNode
$BTC
$XRP
$ETH

Every year it's the same - new shitcoins, into which, unfortunately, newcomers invest 😕

I saw exactly the same bug today, but when switching to 8 hours - the graph

🧵 Guide: What Does “Institutional Demand” Really Mean?

Everyone’s talking about it — but here’s what it actually means for your strategy:

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(1/6)

📌 Institutional demand means assets are bought by funds, banks, insurers, pension managers, public companies, and governments — not retail traders.
• Spot ETFs now hold ~1.45 M BTC, around 6.9% of all Bitcoin.
• Corporate treasuries added 159k BTC in Q2 2025, totaling 847k BTC (~4% supply).

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(2/6)

📊 Institutional behavior vs. retail:
• Buy via ETF, OTC, custody
• Accumulate and hold for years
• Follow mandates, not emotion
• Buy dips, not chase spikes
• Rarely exit quickly
• Influence policy and regulation

🔑 Think like an institution, and you spot trends early.

⸻

(3/6)

🧠 Look for these signals:
• $216 M ETF inflow on July 7 → institutional repositioning, not retail frenzy.
• 125+ public companies hold BTC — ~730–847k BTC (~3.7–4% supply).

🔍 Tip: Track ETF AUM and quarterly filings — these tell the story, not just price charts.

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(4/6)

💡 Market implications:
• Less on-exchange supply → deeper liquidity
• Lower long-term volatility
• Supportive infrastructure builds: custody, lending, derivatives
• Enhanced regulatory legitimacy

⚙️ Bottom line: Bitcoin is shifting from speculative asset → institutional-grade reserve asset. Adjust your mindset accordingly.

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(5/6)

📉 What to expect:
• Steady accumulation, not quick pumps
• Sideways price action may accompany buying
• Corrections happen — but institutions often step in

❗ Don’t misread flat prices as lack of interest.

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(6/6)

🧩 CivicNode’s practical takeaway:
Institutional demand = strategic, long-term capital, not hype.
Bitcoin is now competing with bonds and gold in sovereign and corporate allocators’ portfolios.

👇 How are you adapting? Trading, holding, or accumulating with strategy?

#Bitcoin #Institutions #Guide #Crypto #ETF #CivicNode
$BTC

🧠 Did you know?

As of July 2025, spot Bitcoin ETFs now collectively hold over 1.07 million BTC — that’s >5.4% of total supply.
And they’re still buying.

This is no longer a test phase. It’s a structural allocation shift.

👇
Do you treat BTC as a reserve asset — or still a trade?

#Bitcoin #ETF #Institutions #CryptoFacts #CivicNode
#HODLTradingStrategy
$BTC

🧵 Weekly Highlight: Bitcoin sets new ATH — $118K+
But this isn’t just price action. It’s a structural re-rating of Bitcoin in the global financial system.
Let’s break it down — what’s happening, why, and what’s next. 👇

📈 Bitcoin surged to a new all-time high — peaking above $118,254 on Binance. This breaks the previous high from May 2025 — confirming a sustained upward structure.

💼 Primary driver: ETF flows In the first week of July, spot Bitcoin ETFs saw $1.4B+ in net inflows. BlackRock’s $IBIT led the charge — with massive long-only accumulation.

📉 Shorts wiped out: Over $700M in BTC shorts liquidated in 24 hours → Fueling momentum → Triggering new entries from sidelined capital
Total crypto liquidations exceeded $1B.

🏢 Institutional positioning is expanding: Public companies now hold ~847K BTC That’s ~4% of total supply — a signal of strategic treasury allocation.

🏦 Macro tailwinds strengthen the case: • Fed signaling potential rate cuts • Dollar weakness deepens • Broader risk-on sentiment returns
Bitcoin is now macro-aligned — not just retail-hyped.

🧠 CivicNode perspective: This isn’t speculative froth. It’s foundational demand — from funds, corporates, and early sovereign allocators.
BTC is shifting from “narrative asset” → reserve-grade macro asset.

📊 Technical view (1W):
• ATH: Confirmed above $118K • Resistance:  – $120K–$122K  – $128K psychological top • Support:  – $110K (weekly base)  – $105K (breakout floor) • RSI: 72–74 — no bearish divergence • Volume: Spot + ETF inflows strong
⏳ Correction to $105K–$110K = normal Breakout above $122K opens path to $140K+.

🧩 Conclusion: We’re not just watching Bitcoin grow. We’re witnessing it re-price as a macro-credible asset.
The question is no longer “Will BTC go higher?” But: Who’s still underexposed — and how long can they wait?
👇 Are you positioned? Tell us.
$BTC

$BTC

🤔Do you expect $BTC to go up or down?

🧵 What is Ethereum Restaking — and Why Everyone’s Talking About It

Restaking, EigenLayer, and the new wave of DeFi — made simple.

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You can already stake Ethereum.
You lock up ETH, help secure the network, and earn rewards.
But staking only works within Ethereum itself.

Restaking is the idea of using your already staked ETH and… staking it again — somewhere else.

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Why does this exist?
New protocols — especially those building “security modules,” “validators,” or “oracles” — want Ethereum-grade security,
but can’t afford to launch their own validator network.

Restaking solves that.

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EigenLayer is the key player.
It’s a platform that lets you “delegate” your ETH stake to support other networks.
Your ETH stays locked in Ethereum — but now it also “works” in other systems.

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Why would anyone do this?
📈 Higher yields
💎 Access to early-stage projects
🎯 Exposure to DeFi infrastructure evolution

But… there are serious risks.

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Restaking risks are no joke.
If the protocol you restake into misbehaves, you could lose part or all of your ETH.
This is called slashing — and it now applies outside Ethereum, too.

⸻

Why is everyone talking about it?
Because:
— Major players (Coinbase, Paradigm, a16z) are backing it
— Potential to offer “decentralized security-as-a-service”
— Ethereum infrastructure could scale without sacrificing security

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CivicNode’s take:
Restaking is a powerful move toward a more modular, secure, and scalable Ethereum ecosystem.
But it also adds complexity — and real risk.

It’s not for everyone.

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Is restaking the future — or too risky to touch?
We’re watching.
Would you risk it — for higher rewards and a front-row seat in DeFi evolution? 👇
$ETH

This is due to the fact that this training is one of the tasks in the event #Binance Turns 8 — for completing which participants receive a meteorite

Congratulations, training completed successfully✅ A painfully familiar situation😅

🧠 Institutions Are Repositioning — But Not Where You’d Expect

Big names are shifting capital again:

🔸 Fidelity & BlackRock ramping up CME BTC/ETH futures
🔸 Grayscale rebrands and moves into DeFi territory
🔸 Ark Invest aggressively cashing out
🔸 Genesis exits bankruptcy — assets handed to Franklin Templeton
🔸 Surge in stablecoin holdings across key funds

This isn’t a bull run. It’s a recalibration.

Institutions are preparing for something.
But is it upside exposure — or downside defense?

CivicNode insight:
Capital is moving fast — not for yield, but for positioning.
The question is: who’s preparing to strike… and who’s just surviving?

👉 Would you follow the money — or the fear?
#Bitcoin #ETF #Institutions #CryptoMacro
$BTC
$ETH

Take x125 - reduces suffering and training time by 2.5 times) And seriously - it's nice that there are people writing such posts, as the number of 'students in the university', unfortunately, predominates.

🇺🇸Trump’s Tariff Clock Is Ticking
Markets are frozen — but the war has started.
Here’s what you need to know about the coming tariff shock — and why it matters for #Bitcoin, gold, and global trade.
Let’s break it down — and tell us what you think👇

⸻

1/
Trump’s tariffs were expected July 9.
Now: delayed to August 1.
Just a 3-week pause — but notifications already sent.
Tick, tick, tick… ⏳

2/
📬 Over 100 countries got the letter:
• 10%–70% tariffs
• Based on U.S. trade deficits
• +10% for BRICS-linked nations
This isn’t just economic policy.
It’s pressure diplomacy.
→ Who’s next?

3/
🇨🇳🇮🇳🇷🇺 BRICS under pressure:
All BRICS-connected economies face a +10% premium.
Even allies can’t escape.
Tariffs are the new sanctions.
🧠 Will this strengthen BRICS—or fracture it?

4/
📉 Gold dipped -0.7% after the delay.
But don’t be fooled.
Markets are coiled for a move.
Pause ≠ peace.
What would you bet on: gold, cash, or crypto?

5/
💡 Why this matters:
• Inflation may return
• Supply chains at risk
• Safe havens attract capital
• Political heat rises
• BTC & gold = macro hedges

6/
📅 Key date: August 1
If tariffs go live:
• Global retaliation
• Economic shocks
• Political firestorm
• Fresh talks of QE/stimulus
This isn’t noise — it’s a global shift.

7/
📈 History says:
• Tariffs → money printing
• Debt → safe haven flows
• Uncertainty → decentralization
Bitcoin thrives when fiat stumbles.
Is this déjà vu?

8/
🚨 The endgame:
Markets think Trump will blink.
Trump thinks the world will fold.
So — who do you trust?
And more importantly:
Are you stacking sats yet? ⚡

⸻

✅ Follow @CivicNode for high-signal macro + crypto insight.
💬 Drop your thoughts — which asset wins this time?

#TrumpTariffs

🇺🇸 Trump’s Tariff Clock Is Ticking
Markets are frozen — but the war has started.
Here’s what you need to know about the coming tariff shock — and why it matters for #Bitcoin, gold, and global trade.
Let’s break it down — and tell us what you think👇

⸻

1/
Trump’s tariffs were expected July 9.
Now: delayed to August 1.
Just a 3-week pause — but notifications already sent.
Tick, tick, tick… ⏳

2/
📬 Over 100 countries got the letter:
• 10%–70% tariffs
• Based on U.S. trade deficits
• +10% for BRICS-linked nations
This isn’t just economic policy.
It’s pressure diplomacy.
→ Who’s next?

3/
🇨🇳🇮🇳🇷🇺 BRICS under pressure:
All BRICS-connected economies face a +10% premium.
Even allies can’t escape.
Tariffs are the new sanctions.
🧠 Will this strengthen BRICS—or fracture it?

4/
📉 Gold dipped -0.7% after the delay.
But don’t be fooled.
Markets are coiled for a move.
Pause ≠ peace.
What would you bet on: gold, cash, or crypto?

5/
💡 Why this matters:
• Inflation may return
• Supply chains at risk
• Safe havens attract capital
• Political heat rises
• BTC & gold = macro hedges

6/
📅 Key date: August 1
If tariffs go live:
• Global retaliation
• Economic shocks
• Political firestorm
• Fresh talks of QE/stimulus
This isn’t noise — it’s a global shift.

7/
📈 History says:
• Tariffs → money printing
• Debt → safe haven flows
• Uncertainty → decentralization
Bitcoin thrives when fiat stumbles.
Is this déjà vu?

8/
🚨 The endgame:
Markets think Trump will blink.
Trump thinks the world will fold.
So — who do you trust?
And more importantly:
Are you stacking sats yet? ⚡

⸻

✅ Follow @CivicNode for high-signal macro + crypto insight.
💬 Drop your thoughts — which asset wins this time?

#TrumpTariffs
$BTC

🇺🇸 MuskAmericanParty: A new political movement?
Or just a snapshot of an era built on memes and trillions in cheap money?

📍 July 4: $3+ trillion bill signed
📍 Elon Musk at the center of attention
📍 Gambling industry receives tax relief
📍 Bitcoin mentioned as an “alternative” in several provisions
📍 Twitter becomes the new economic bulletin

🎭 Is America turning into a spectacle?
Or are we witnessing the digital reconstruction of an old system — with new-era heroes?

💬 MuskAmericanParty isn’t a party.
It’s a metaphor for the divide:
Those who print the money vs. those who protect value.

Who wins in 2025?

#MuskAmericaParty

🐋 8 Dormant Bitcoin Whale Wallets Just Moved — But Don’t Fall for the Panic

On July 4, 2025, multiple Bitcoin wallets inactive since 2011 suddenly came to life:

🔹 Two “sleeping beauty” wallets moved 20,000 BTC (~$2B)
🔹 In total, 70,000–80,000 BTC were transferred from long-dormant addresses
🔹 But here’s the key: No signs of exchange deposits

Sources: MarketWatch, BeInCrypto

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🧠 Why You Shouldn’t Overreact:
1. No exchange movements: These are cold-to-cold transfers.
2. OTC still rules: Big players rarely use open markets.
3. This is not new: 2025 has seen more legacy coins move. It’s a pattern, not a sell-off.

📈 What to Watch:
• Will these wallets interact with exchanges next?
• Does legacy coin movement accelerate?
• What do on-chain flows and volume tell us?

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🔎 Bottom Line for Traders:

Don’t chase headlines.
This looks more like capital restructuring than liquidation.

👉 Focus on real market signals: ETF flows, regulation, macro forces.

💬 How do you react to whale wallet activity?
Drop your thoughts below — let’s discuss.

📡 Like insights like this?
Follow @CivicNode for daily breakdowns on crypto, ETFs, macro & more.
Stay sharp, stay informed.
$BTC
#BTCWhaleMovement