Ethereum Goes Nuclear

DAILY MARKET OVERVIEW

Market Goes Crazy!

🚀 Hey, Crypto Enthusiasts! the market is absolutely on fire today, let’s break down why.

🟢 Green candles are blasting across the board, and it’s not just hype - the fundamentals are lining up perfectly.

Remember that CPI inflation data drop we’ve been waiting for?

It’s here, and it’s better than anyone expected. Analysts were calling for 2.8% inflation, but the actual number came in at 2.7%.

That tiny difference made the market explode, because it raises the odds of a September rate cut - and rate cut hopes are like rocket fuel for risk assets.

💥 But that’s not all...

Ethereum just saw $1B in ETF inflows yesterday alone - its biggest daily inflow ever.

And then came the bombshell: BitMine, already the largest Ethereum holder with 1.2M ETH, just got SEC approval to increase its stock sale capacity from $4.5B to $24.5B. Translation? They can now buy a lot more ETH.

They’re basically going full “Ethereum MicroStrategy”, betting billions that ETH is going to explode higher. That’s potentially $20B in new buying pressure, on top of the ETFs and the already aggressive treasury accumulation we’re seeing across the industry.

📊 With that kind of institutional firepower, this could be the largest coordinated ETH accumulation in history.

For now, Ethereum is leading the charge while altcoins try to play catch-up. With CPI uncertainty gone and September rate-cut optimism building, the market backdrop is looking very bullish.

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SOCIAL SENTIMENT

👀 Eyes on Chainlink?

After today’s CPI surprise and ETH’s massive ETF inflow, traders are laser-focused on Ethereum - but altcoins are starting to stir.

One standout? Chainlink (LINK).

LINK’s role as the bridge between crypto and traditional finance makes it a prime narrative play this cycle, especially as institutions go deeper into blockchain integrations. The recent LINK Strategic Reserve, which uses part of its revenue to buy back LINK from the open market, has only strengthened that momentum.

Performance speaks for itself - LINK has been one of the strongest coins over the past week, and the trend doesn’t look ready to slow down. With ETH closing in on all-time highs, LINK could ride that wave and push even higher.

Other notable movers include Lido (LDO) and Ethena (ENA), which have acted as high-beta plays on Ethereum thanks to the liquid staking and stablecoin narratives. Outside of that, most altcoins are still playing catch-up.

If ETH’s breakout continues, expect capital to start rotating - and the alt season whispers might just become real.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

BitMine Expands Stock Sale Plan to $24.5B for ETH Purchases
Ethereum treasury leader BitMine is boosting its stock sale program by $20B to fund more ETH buys, following its recent milestone of 1.15M ETH holdings.

Former Revolut Team Launches Perp DEX on Starknet
Extended, a perpetual trading DEX from ex-Revolut staff, has launched on Starknet with over 50 markets and leverage up to 100x.

Circle to Launch Arc Blockchain With USDC as Gas Token
Circle is creating Arc, a Layer 1 blockchain using USDC as its native gas token, aimed at powering stablecoin payments and capital markets.

Monero Faces 51% Hashrate Control Concerns
Fears of a 51% attack have hit Monero after Qubic claimed majority mining power, sparking debates about network security and data transparency.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

Ivan On Tech – ETHEREUM PUSHING HIGHER!!!! (august will end very high) (12.08.2025 Summary)

Ivan on Tech says ETH is looking strong and August could end with fireworks. History backs this up - in post halving years, ETH tends to crush it in August.

• In 2017, it pumped 92% in a month. In 2021, it gained 35%. This year it is already up about 16%, and Ivan thinks we could see it push toward the all time high around $4.8k before the month ends.

The only thing holding ETH back right now is a CME gap on Bitcoin’s chart and a big resistance level around $120k. Large traders often want those gaps filled before pushing the market higher. Once that resistance is broken, he expects momentum to kick in fast.

Another bullish sign is that Bitcoin dominance is starting to fall. That usually means altcoin season is close, where strong alts like ETH often run hard. Just remember - alt seasons tend to be short, lasting only a few months, so timing matters.

Big picture - August looks very promising for ETH, but September might bring a dip before the next leg up. If you are in alts, be ready and watch the charts closely.

Benjamin Cowen – Bitcoin: The Pattern That Historically Ended The Bull Market (12.08.2025 Summary)

Benjamin Cowen just went over a pattern that Bitcoin has followed in every post halving year so far - 2013, 2017, and 2021. It’s surprisingly simple:

1. July and August - Bitcoin tends to go up.

2. September - There’s usually a pullback down to the 20 week SMA (the “bull market support band”).

3. October to Q4 - A final rally pushes Bitcoin to the market cycle top.

4. Next Year - A bear market hits.

So far in 2025, Bitcoin has been green in July and August, which fits the first step. If the pattern holds, we could see a dip in September, then one last push to new highs before the cycle ends later this year.

The catch? Each cycle’s post-September rally has been weaker than the last - first around 1000%, then 500%, then only 70% in 2021. That means we should keep our expectations in check.

Cowen also warns that altcoins usually struggle during this phase, especially compared to Bitcoin and Ethereum. Many alts still haven’t hit their “range lows” yet, so they may bleed more before they can recover.

Bottom line - watch September closely, manage expectations, and remember that in bull markets, Bitcoin usually leads the way.

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