Artur Mardanyan

#strk
Starknet is preparing for a technological breakthrough: upgrade v0.14.0 starts on August 18

🧱 The Starknet network is preparing the most important update in its history. On August 18, the v0.14.0 upgrade will be launched on the mainnet, which will radically change the architecture:

🔹 Distributed sequencing:
Three independent block builders will form a chain using the Tendermint algorithm — the first time in L2 on Ethereum. This is a step towards true decentralization and network resilience.

🔹 Block speed increased by 5 times:
Block formation time will decrease from 30 to 6 seconds. This will enhance Starknet's competition with Optimism, Arbitrum, and Base.

🔹 New fee system:
The EIP-1559 model will be implemented, providing more predictable transaction costs and improving UX.

📌 Why this is important:
— Starknet will become one of the fastest and most decentralized L2 networks
— Improved throughput and predictable fees will attract DeFi and NFT developers
— A successful upgrade may increase interest from investors and funds preparing for the next phase of the L2 race

⚠️ It is important to monitor the market reaction and the StarkWare team: a successful launch could be a catalyst for growth and new positioning of Starknet in the Ethereum ecosystem.
$STRK

Bitcoin is rising, but without fuel: SSR indicates weakness in capital inflow

📈 BTC price is moving upwards, but the growth is accompanied by an increase in the SSR indicator (the ratio of BTC market capitalization to stablecoin volume).
This means: liquidity is not keeping up with the rise, and there are fewer 'free dollars' to buy BTC.

🪙 Stablecoins are the fuel for the next wave.
As long as their volume does not increase, the potential for a continued uptrend is limited.
BTC is rising on internal money, not on the inflow of fresh capital — this makes the trend vulnerable.

⚠️ If the volume of stablecoins does not increase in the coming days, a halt in growth or a local correction is possible.

📌 Conclusion: there is growth, but without liquidity, there will be no acceleration. We are watching stablecoins — they will provide the impetus for new highs.

$BTC

The market is preparing for movement: Binance and TRON record unprecedented USDT transfers

💸 Against the backdrop of a sharp increase in daily USDT transfers ($2.5–3 billion), Binance and the TRON network are becoming the center of liquidity influx — 62% of all transactions pass through the largest exchange.

🔍 Such spikes in USDT traditionally precede high volatility: whales and institutions use stablecoins to enter or exit positions before key market movements.

📌 Key signals:
— Increase in USDT on exchanges → potential pump or dump
— TRON protocol provides speed and low fees → ideal for large transactions
— Binance strengthens its role as a “magnet” for liquidity

⚠️ What investors should do:
Keep an eye on stablecoin balances on exchanges. If USDT continues to flow in — the market is on the verge of a new impulse. Volatility is near.

$BNB
$TRX

MVRV signals: Bitcoin is at risk of a 'second hump' and a correction by September

📉 The MVRV (Market Value to Realized Value) ratio is once again indicating market overheating. According to analysts, its current trajectory resembles the scenario of 2021 when Bitcoin formed the so-called 'second hump of the camel' — a local peak before a deep pullback.

📆 Key dates:
If the pattern repeats, a trend reversal could occur as early as the end of August – by September 10.

🔍 Why this is important:
— MVRV above 1.8 — a signal of overvaluation, profits are being taken by whales and early investors
— A similar signal preceded the drop of BTC from $69K in 2021
— The current structure of the BTC chart and the behavior of large holders repeat the same cycle

⚠️ Conclusion:
Investors should be prepared for a potential correction in the second half of Q3. Even if BTC holds above the $110–115K level, the historical dynamics of MVRV indicate an increased risk of overheating and profit taking.
$BTC
$BCH

Bitcoin is rising, but without fuel: SSR indicates weakness in capital inflow

📈 The price of BTC is moving upward, but the growth is accompanied by an increase in the SSR indicator (the ratio of BTC market capitalization to the volume of stablecoins).
This means: liquidity is not keeping pace with the rise, and the amount of 'free dollars' available to buy BTC is decreasing.

🪙 Stablecoins are the fuel for the next wave.
As long as their volume does not increase, the potential for a continuation of the uptrend is limited.
BTC is rising on internal money, not on fresh capital inflow — this makes the trend vulnerable.

⚠️ If the volume of stablecoins does not increase in the coming days, a halt in growth or a local correction is possible.

📌 Conclusion: there is growth, but without liquidity, there will be no acceleration. We are watching stablecoins — they will provide the impulse for new highs.
$BTC
$BCH

Institutions are boosting ETH: SharpLink enhances staking, market on the brink of shortage

🔥 SharpLink purchased another 38,603 ETH for $147 million, increasing its reserves to 438,017 ETH — nearly at the level of leader BitMine.
The new package was immediately sent to staking through Figment (yield ~2.99%, slashing protection), reducing liquidity of Ethereum in the spot market.

📈 ETH is trading at $3,900, and corporate purchases in July have already exceeded 2.32 million ETH ($9 billion).
Everything points to a growing interest from treasuries and strategic accumulation — similar to what happened with BTC in 2020.

⚠️ When institutions buy and lock up assets in staking — supply decreases, and any revival in demand could sharply drive up the price.
If the trend continues, Ethereum could repeat the scenario of corporate “supply shock,” but already in a more mature market.

📌 Conclusion: keep ETH in focus. Money continues to speak louder than words.
$ETH
$ETC
$ETHW

Satoshi Era BTC Sale: $9 Billion and Market Stress Test

🐋 Galaxy Digital conducted a historic deal — 80,009 BTC sold from 2011 wallets (~$9 billion).
— The sale caused a stir: discussions are underway about who was behind the transaction — from Roger Ver to Satoshi himself.
— Galaxy stated that this is the client's "inheritance planning."

📉 BTC dropped to $115K but quickly recovered to $117.3K.
— Large volumes are distributed: Binance, Bitstamp, Bybit, OKEx, and others.

📊 Market Comments:
— Theya: the market held up without panic — this is a sign of maturity.
— Jason Williams: BTC may continue to rise if the wave of selling does not intensify.

⚠️ About 12,000 BTC remain from this batch. If they hit the market — volatility is possible.

Summary: despite the volume of the deal, the market remains resilient. This is one of those tests that separate an overheated bubble from a real bull cycle.
$BTC
$BCH

Ethereum pulls ahead: institutions bet on ETH

📈 Ethereum strengthens its position — institutional investments and ETF inflows indicate a leadership change in the crypto market:

— ETHA from BlackRock has become the second highest inflow ETF in the USA, surpassing even IBIT (Bitcoin ETF). In 6 days, it attracted $1.79 billion — this is 75% of all inflows into ETH ETFs.

— SharpLink transferred $145 million to Galaxy Digital for the purchase of ETH, increasing its balance to 287,083 ETH — more than the Ethereum Foundation.

— At the helm of SharpLink is former BlackRock top executive Joseph Chalom. This confirms a strategic institutional pivot towards Ethereum.

— Bitcoin's dominance fell by 5% in July, capital is flowing into ETH and altcoins.

📌 Technically: $3,760 — a key level. A breakout — and the road to $3,865–$4,000 could open in the coming weeks.

🔑 Ethereum is not just “second.” It is becoming the center of institutional crypto strategy. And if a supercycle begins — it is likely to start with ETH.

$ETH
$ETC
$ETHFI

Altcoins strengthen amid pressure on Bitcoin — a signal for alt season?

📉 BTC fell to $115K, under pressure from sell-offs by whales and funds.
But money is not leaving the market — it is flowing into altcoins.

📊 Key data:
— TOTAL2 (market cap excluding BTC): holds at $1.48 trillion
— BTC dominance: 60.51% (decreasing)
— Altcoin share: 18.18% — a maximum in recent weeks

📈 Who are the leaders?
— Ethereum holds $80.9 billion in DeFi
— Solana: TVL +15% over the month
— Tron: TVL +21%, user growth
— BTC in DeFi — only $6.7 billion

🔍 Conclusion:
Funds are securing BTC but leaving capital in crypto. The market is becoming bipolar: Bitcoin weakens, altcoins gain.

If the TOTAL2 market cap holds above $1.44 trillion — altcoins could skyrocket, even against a weak BTC.
This could be the potential start of alt season, where metrics — TVL, activity, inflows — are more important than hype.
$ETH
$SOL
$TRX

$TRX
$Tron goes public on Nasdaq: TRON is now trading under the ticker TRON

📈 Tron Inc has started trading on the Nasdaq exchange after a reverse merger with SRM Entertainment. The launch was spectacular — the shares are trading around $9, and the session opening was personally conducted by Justin Sun.

🧾 Tron Inc positions itself as a leading blockchain company in digital asset management, holding the largest volume of TRX among public companies. However, the price of TRX itself has hardly reacted.

🚀 Justin Sun will soon head to space with Blue Origin — a PR moment emphasizing his ambitions and technological agenda.

💡 What this means for the market:
— Tron gains institutional status — this could enhance interest in TRX in the future.
— TRX remains undervalued against the backdrop of Tron Inc's listing on Nasdaq — an opportunity for early positioning.
— The mere fact of the listing could impact liquidity and perception of the entire TRON ecosystem.

While the market is cautious, institutional money flows where public reporting and stock status emerge. TRON is now in this league.

Crypto in Pension Plans: The US Prepares for a Revolution in 401(k)

🇺🇸 The White House is considering an executive order that would allow cryptocurrencies and alternative assets to be included in 401(k) pension programs. This is reported by Bloomberg citing sources.

📌 What’s important:
— The initiative is being discussed with major asset managers
— Fidelity has already attempted to add BTC to 401(k), but faced restrictions
— Now the situation may radically change

💬 John Gray (Blackstone): “This will open new opportunities for diversification and growth.”

📈 Potential:
— Billions of pension dollars could finally gain access to the crypto market
— Institutional demand is increasing
— A long-term driver for BTC and ETH

This is not just a step towards legalization, but a fundamental change in the infrastructure of demand. If the initiative is approved, crypto will officially enter one of America’s most resilient investment flows.
$BTC
$BCH
$ETH

#BTC
Hash Ribbons has completed the signal: what does it mean for BTC?

📉 Since the end of June, miners have been under pressure: the hashrate has decreased, some equipment has been turned off, and BTC has been sold to cover losses.

📈 Now the hashrate has started to recover — the Hash Ribbons indicator has completed the capitulation signal, which historically has predicted the bottom and the start of a new rise.

🧠 Why this is important:
— Pressure from miners is easing
— Stabilization of the hashrate = improvement in network sentiment
— In the past, such signals have become a starting point for BTC growth

⏳ Scenario: short-term volatility may persist, but medium-term — bullish signal. The negative phase for miners has passed.
$BTC
$WBTC
$BCH

Ethereum Under Pressure: Rising Rates in DeFi Could Trigger a Correction

📉 Borrowing ETH rates on Aave have reached 95% pool utilization, making lending strategies unprofitable. Analysts at 10x Research warn: if the situation does not change, traders will begin to close positions en masse, increasing pressure on the price of ETH.

❗️ Key Points:
— Rising rates make DeFi strategies unprofitable
— A wave of liquidations and closures is possible
— ETH is overbought according to technical analysis
— Historically, Q3 is weak for ETH

⚙️ However, fundamentally:
— Network upgrades are ahead
— Institutional interest remains
— Q4 is traditionally a strong quarter for Ethereum

In the near term, Ethereum may be under short-term pressure, especially if a cascade of liquidations begins. But long-term holders still see ETH as a strong asset with growing infrastructure.
$ETH
$ETC
$ETHW

#CryptoScamSurge
Arthur Hayes: markets dance to the rhythm of credit, not to the noise of news

In a fresh essay "Time Signature," BitMEX co-founder Arthur Hayes once again reflects on the essence of market growth — not in geopolitics and not in elections, but in the pace of credit expansion. Everything else is noise.

— Markets feed on government guarantees. The more guarantees there are — the more money — the higher the assets.

📈 Hayes's forecasts:

* BTC — $250,000 by the end of 2025 if credit expansion continues.
* ETH — $10,000: DeFi comes alive, institutional investors return.
* USDT/USDC = the anchor of the new system. By 2028, demand for stablecoins in T-bills could reach $9 trillion — this is both funding the deficit and supporting the entire dollar model.

🆘 Risks:

* Inflation and rising prices — for those outside the asset market.
* Geopolitics, regulators, supply chain disruptions — could break the rhythm.
* Trump may heat up the market, but the decisive factor is monetary policy.

"Listen not to the headlines, but to the rhythm of liquidity," writes Hayes.
If rates are low, government guarantees are increasing, and credit flows into the economy — a rally is inevitable. But as soon as the rhythm is disrupted — the pain will be loud.

Santiment records euphoria in altcoins — social media is overheated, increasing volatility risk

Santiment analytics points to signs of overheating in the altcoin sector:
— activity in social media on keywords "altseason", "alts", "next 100x" — at multi-month highs
— sentiments have become one-sidedly bullish, which historically preceded sharp fluctuations

📌 What this means:
— FOMO phase is in full swing — retail is actively entering the market
— A surge in volatility is likely: both up and down
— Often, after spikes in discussions, there follows a local correction or consolidation

💡 Now is a time of high caution:
— fundamentally, the trend remains upward
— but emotions are overheated, and sharp movements can shake out weak hands

⚠️ Altseason is not canceled — but the phase of "no pullback growth" may come to an end. The market is preparing for a shake-up.
$ETH
$XRP
$SOL

CZ: the "FOMO season" is approaching — without euphoria, but with a hint of a turnaround

Former Binance CEO, Changpeng Zhao (CZ), hinted in his post at the arrival of the FOMO season — not the final euphoria, but the beginning of an active phase of interest.

He attached a link to CoinMarketCap's altcoin index, which records the growth of engagement and demand in the sector.

📌 What is important:
— CZ is not talking about a peak — on the contrary, he emphasizes that the market is not overheated yet
— The altcoin index shows an expansion of demand beyond BTC and ETH
— Such signals often precede a structural alt season

📊 In combination with low funding rates and a sustained influx of capital — this could be the beginning of an active growth phase, not its end.

FOMO periods are usually accompanied by trend acceleration — but without mass euphoria, this could be sustainable growth, not a temporary overheating.

$BNB

#CryptoClarityAct
Citadel Against Tokenization of Stocks — Letter to SEC Questions Future Loosening

Citadel Securities, one of the largest market makers on Wall Street, has opposed regulatory exemptions for tokenized stocks — in a letter sent to the SEC's crypto group.

📌 What’s the essence:
— Citadel demands a level playing field for traditional and tokenized securities
— Highlights risks: liquidity outflow, regulatory arbitrage, confusion among investors
— Criticism is directed at projects like Coinbase and Kraken, promoting trading of tokenized stocks

🌐 Tensions are rising:
— Tokenized stocks allow for 24/7 trading and more accessible infrastructure
— However, analysts believe issues arise: determining the best price, compatibility with existing exchange standards

💬 SEC Chair Gary Gensler acknowledged:

"Tokenization is inevitable. But it requires discussions, transparency, and participation from all market players."

📌 What this means:
— Wall Street will not simply watch: traditional players are ready to fight for control
— The SEC's decision on tokenized stocks could set the tone for the entire RWA sector in the U.S.
— A balance between innovation and regulation

BTC inflow from whales to exchanges reached $45 billion — a signal to take profits?

From July 14 to July 18, the average monthly inflow of bitcoins from whales to exchanges increased from $28 billion to $45 billion, against the backdrop of a new ATH — $120,000.

📌 What is happening:
— The 30-day inflow volume increased by $17 billion, but it is still below the peaks of the previous cycle ($75 billion)
— After the spike, the daily inflow sharply declined — possible profit-taking
— The movement of ~**80,000 BTC** is associated with an attempt to sell at the local peak

📊 Historically, such spikes have been accompanied by:
— corrections
— consolidation
— increased market fear among retail investors

📌 Key point — the trend is slowing down.
If major players stop withdrawing to exchanges, selling pressure may ease, and the market may stabilize in an accumulation phase.

A correction is likely, but so far there are no signs of mass capitulation.

$BNB

Large funds launch $360M treasury to accumulate ENA — a bet on the stablecoin supercycle

TLGY Acquisition is teaming up with StablecoinX Assets to form a crypto treasury with a capital of $360 million — focusing on accumulating the Ethena token (ENA).

📌 Key details:
— $60 million is invested by the Ethena Foundation
— The remaining funds come from Pantera Capital, Galaxy Digital, Wintermute, and others.
— The goal is to provide investors with transparent access to the growth of the stablecoin market
— ENA has risen by 100% in July, currently trading at $0.53

💬 CEO Yong Cho: "Ethena is benefiting from the growing demand for stablecoins. We are creating a tool for long-term access to this story."

📈 The plan is a systematic purchase of ENA in the interests of shareholders.
This could exacerbate supply shortages and pressure the token's price.

📌 Context:
— Ethena is actively promoting the synthetic dollar USDe
— The project is supported by Arthur Hayes, who actively advocates for dollarization through decentralization.

The concentration of liquidity in ENA amplifies the influence of large players but also increases the risks of centralization. In the long term, the outcome will depend on stable demand for the "alternative dollar" in new financial systems.

$ENA

TON wallet is now available to Telegram users in the USA — crypto in one click for 87 million people

Telegram has opened access to the built-in TON Wallet for users from the USA — for the first time in history, American users receive a self-custodial wallet directly in the messenger, without the need to install separate applications.

📌 What it can do:
— Crypto transfers in chat, like a message
— Token exchange, staking, P2P, and deposits/withdrawals via cards
— Purchase cryptocurrency without commissions through MoonPay
— Access to Mini Apps and the TON Web3 ecosystem

🧾 Key features:
— Self-custodial wallet: keys stay with the user
— Backup without seed phrases: link Telegram account + email
— Integration from The Open Platform (TOP), built on the TON blockchain

📈 Context:

— Over 100 million users activated the wallet in 2024
— The USA was the last major market due to regulatory pause
— Now Telegram begins direct competition with Cash App and Coinbase
📌 The launch could be a turning point for mass adoption of Web3 — right in the interface of the familiar messenger.
$TON
$NOT
$DOGS