🔵 The market capitalization of cryptocurrencies has surpassed $4T for the first time in a long time amid the passage of the GENIUS Act in the USA.
🔵 BTC updated its ATH above $123K. ETH +54.3% due to $5.3B inflow into ETFs and purchases by companies SharpLink Gaming and Bitmine.
🔵 Altseason is approaching — the rise $ETH /$BTC and the breakout of ATH for Bitcoin have revived mainstream altcoins. Risk appetite is increasing → capital will flow into the ecosystems of top altcoins.
🔵 Four consecutive rebounds from resistance in the $4,000 zone — pure psychology of round numbers.
🔵 After each test — volatility increases, investors sell due to fear of a new dump.
🔵 In July, the ETF inflow of $ETH decreased by 15% — caution is returning.
🔵 If we hold above $3,100 and whale accumulation continues, the story of 2017-2018 may repeat — back then, a breakout of such a level gave x2 in a few months.
🔵 Right now — either accumulation before an upward breakout, or another dip down to $2,600-$2,800. We are monitoring strength at support levels. The market is on the verge of a big move.
🔵 Yesterday, he had over $11M in unrealized profits on $ETH , but he didn't take the profit. The result — after a bounce above $3,660 on $ETH , he ended up with a loss of $1.7M.
🔵 This is not the first time: last time, his $26M profit from the short evaporated, and he closed with a loss of $716K.
🔵 In the past month, this wallet made almost flawless entries: long at the bottom, short at the highs, totaling over $20M in gains. But even top players incur losses.
❓ Question for you: how many times have you been greedy and lost everything? Write in the comments.
🔵 The trader opened a huge long position on 239,000 $SOL ($43 million) with a 10x leverage, catching the perfect entry moment ($176.2). The current price of $178.9 already provides a paper profit of +$660,000 (ROE +15%).
🔵 86% successful trades over 20 days (14 trades, profit +$2.9 million) indicate that we are dealing with a professional or institutional trader.
🔵 SOL is currently one of the most liquid and trending assets (daily turnover $6 billion+), attracting the attention of smart money.
🔵 Liquidation at $112 (–37%): although it is far away, a sharp squeeze could pose a threat.
The trader's strategy is aggressive but disciplined, demonstrating an advanced approach and good returns.
🔵 I was recalling my last conversation with a friend who is just getting into crypto. The topic came up — that everyone who got in since 2017 should have become wealthy, since $BTC was then worth $1,000-$2,000, $ETH around $200. And I told him: it's not that simple. 🔵 Why? Average Joe usually throws money in at the peak of hype — when the media is buzzing, and prices are at their highest. So Joe buys Bitcoin at $15,000, thinking — 'Great, it's cheap!' But then he panics — first down to $10,000, then $6,000, panic sets in, he sells at a loss, believing it will drop to $1,000. It didn't happen.
Ethereum ETF Info: Week of Records, Institutions Pouring Billions
❓ What Happened:
🦯 Over the week, American Ethereum ETFs received $2.18 billion — an absolute record. 🦯 On July 22 alone, funds received $533.9 million (almost half — through BlackRock ETHA). 🦯 BitMine increased its holdings to 560,000 ETH (that's already over $2 billion), surpassing SharpLink with their 360,000 ETH. 🦯 Against this backdrop, Tom Lee is once again in a bullish frenzy: target for the end of July — $4,000, for the end of the year — $10,000–$15,000 per ETH.
🔥 Important Dates on the Chart:
🦯 June 13: SharpLink buys back 176,000 ETH 🦯 July 16: BlackRock applies for staking via ETF 🦯 July 18: Trump signs the GENIUS Act (affects fintech) 🦯 July 22: ARK Invest pours $182 million into BitMine
Institutions are starting to get greedy. $ETH is once again the center of attraction for corporations, ETFs, funds — and it seems that $10,000 by the end of the year no longer seems insane. We are keeping an eye on $4,000 and staying tuned.
WHO TOOK $ETH at $3,800 IN 2021 — are you still alive?
🔵 ETFs in ETH poured in $1.73 billion in 3 days — this is a record and even more than Bitcoin. 11 green days in a row, institutions really believe in growth.
🔵 Corporations (BMNR, SBET) are holding Ether in reserves, like Strategy in Bitcoin — a new wave of demand.
🔵 Open interest in CME futures — $6.62 billion, already higher than Bitcoin. Institutions are dragging liquidity into ETH, we expect a repeat of 2021.
🔵 The pair $ETH /$BTC surged +72% after a long decline. Altcoins are regaining interest.
🔵 In staking — 29% of the total issuance, liquidity is falling, demand is rising.
🔵 ETH is once again in the spotlight, hype is returning: July and Q4 are historically the best for returns.
Holders from 2021 are finally close to returning their (and even making a profit). There is strong institutional demand in the market, ETF flows, staking, and a surge in activity. History teaches: those who didn't sell at the bottom are now the first to revive.
❓ Question for you: Would you sell now or wait for a breakout of the historical high?
🔵 Since the beginning of the month, a record liquidity of $3.24 billion has flowed into Ethereum ETFs. Almost every day sees powerful inflows of $100–800 million — institutions are really betting on ETH.
🔵 The main reason — institutions have finally believed in Ethereum: BlackRock, Fidelity, iShares — all are building positions. The spot ETF has provided a legal entry point for big money; now ETH is not just a “DeFi sandbox,” but a real tool for funds.
Question for you: $ETH — the new favorite of large funds or a serious overheating?
$BTC NOT OVERHEATED— room for growth up to $139,000
🔵 Bitcoin is currently trading in a healthy zone between the investor median ($92K) and the first FOMO alarm ($139K). This means the market has already risen, but there is still room to push before a real hype.
🔵 The market is no longer comfortable, but we are far from real euphoria. There is a chance for another upward run — we are monitoring the level of $139K and do not forget to take profits.
What the global assets map looks like — and where is $BTC ?
🔵 The global asset market is approximately $900 trillion. For comparison, the market capitalization of Bitcoin is currently $2 trillion. Just a year ago, in 2023, it was only $0.4 trillion. This growth is due not only to speculation. Bitcoin is growing along with the global money supply, rather than in a vacuum.
🔵 Real estate still dominates at $330 trillion, although the average annual growth is modest: +7%. Stocks are at $115 trillion, but here the growth is faster: +8% per year.
🔵 Gold is at $16 trillion, with a growth of +35% over the year, which outpaces even bonds ($300 trillion, +3% per year) and cash ($120 trillion).
🔵 Crypto is still small compared to traditional markets, but it's important to remember: fiat assets are depreciating by about 4.8% per year, and this is what dilutes the capitalization of old sectors.
🔵 Over the past month, the volume of stablecoins on Ethereum has increased by $3.9 billion — this is more than all other networks combined. Tron, Arbitrum, Solana — all in the shadows.
🔵 Such an influx is the result of new laws (GENIUS Act), an influx of institutional investors, and fresh network updates. Today, Ethereum is not just DeFi, but a key platform for all stablecoins.
Ethereum accounts for over 50% of all stablecoin transfers in the world and $4 trillion in volume per quarter.
🔵 Back in 2017, John McAfee said on CNBC that authorities simply do not have the resources to control Bitcoin, which means they would have to adapt.
🔵 Now in 2025, this has become a reality: the decentralization of $BTC and DeFi have forced authorities to seek new tax schemes and recognize crypto as part of the system.
🔵 In the video, Bitcoin was worth ~$3,900 and was declining; many did not believe in its rise. Today, it's the opposite: new records, institutional players in the game, and every serious bank is already experimenting with blockchain.
McAfee's long-term belief in Bitcoin has been justified.
🔵 The average value of the Fear and Greed Index is 66%, optimism in Bitcoin remains. Usually, overheating requires 75-80% — that’s when sharp corrections happen (like in March and December 2024).
🔵 Currently, $BTC is trading near $117,800 and the index hints — there is still room for growth. History shows: extreme greed = peak, but that’s not the case for us yet.
🔵 The index collects volatility, options, and market activity, reflecting traders' emotions. Therefore, despite the growth, we are still far from panic — there is a chance to see new highs!
🔵 Every six months, there are "vacuuming" events in TON: attractive projects promise multiples, gather all liquidity — and then disappear.
🔵 This has become a meme of the ecosystem: as soon as such projects quiet down — revival begins.
🔵 July 22 — an important announcement from TON Wallet: They say staking and rewards will appear through Ethena (the creators of USDe).
🔵 There was already a case with USDT and 30–50% annual returns in Telegram Wallet — if it happens again, liquidity will flow back into TON.
🔵 Movement of the Ton Ecosystem Reserve: This huge wallet rarely awakens. As soon as it starts moving — expect global giveaways and pumps (last time TON soared to $8).
The entire community is waiting for a new push, and airdrops could spark interest again. Stay tuned for news.
🔥 — I await the project's recovery 🫡 — The ecosystem is dead
🔵 The chart shows: by 2035, for a comfortable pension in countries like Vietnam or Pakistan, less than 1 BTC is sufficient. Even for developed countries, one or two coins will be enough if BTC continues to grow by at least 7% per year considering inflation.
🔵 The volatility of Bitcoin has decreased by 40% in recent years — it is increasingly resembling a real asset for savings rather than just speculation.
For a 75-year-old resident of some countries, only 0.01 BTC is enough for retirement! The trend towards Bitcoin pensions is just gaining momentum.
🔵 Week for ETH — just cosmos: a stablecoin-friendly bill has been approved, BlackRock has filed for an ETF for staking, and Tom Lee's fund plans to buy 5% of all ETH. Institutions are really coming in, and their holdings have increased by 75% since 2022.
Facts about the ETH market:
🦯 Daily issuance: a total of 2,008 coins 🦯 Demand from ETFs: 231,000 ETH per day 🦯 Open interest in derivatives: $50.3 billion 🦯 In staking: almost 30% of all ETH 🦯 OTC desks are emptying, balances on exchanges are at a minimum in 8 years 🦯 If ETH breaks $3,800 — short sellers will be liquidated for $1 billion.
🔵 The market is changing: not speculation, but a bet on infrastructure. Ethereum is no longer just an altcoin, but the main blockchain for big money.
Trump signed the GENIUS Act — stablecoins are now legal
Today, Donald Trump signed the historic GENIUS Act — now the $238 billion stablecoin market in the U.S. receives transparent rules for banks and companies.
This is not just a law, but a step towards the U.S. status as the 'crypto-capital of the world' — just as Trump promised during the elections.
The bill passed Congress by a large margin (308-122), with support from not only Republicans but also many Democrats.
The GENIUS Act is just the beginning: during 'Crypto Week', Congress is discussing two more important laws — regarding the regulation of the crypto market and the ban on a digital dollar from the Fed (CBDC).