Cooling Off or Loading Up?

15.07.2025 BTC cools off from all-time highs as PUMP takes the spotlight

DAILY MARKET OVERVIEW


Correction Mode

👋 Hey, Crypto Enthusiasts! The rally took a breather today, but the story is far from over.

🔥 Post-Rally Pullback or Just a Breather?

After a monster rally and Bitcoin smashing new all-time highs at $123,000, the market is taking a well-earned breather. BTC has pulled back to around $117,000, and alts are cooling off too.

But don’t panic. This dip looks healthy, not scary. Here’s what we’re seeing:

📉 What’s Fueling the Pullback?

1. CPI Jitters

Traders are derisking ahead of the U.S. inflation report. CPI data always carries weight, and when macro data hits, it can send markets swinging. The fear? An unexpected inflation spike equals selloff risk.

2. All Eyes on PUMP

The PUMP token just dropped and is soaking up attention and liquidity. $1.2 billion in day-one volume, and that’s without listings on Binance or Coinbase. Love it or hate it, capital is rotating.

3. Saylor Strikes Again

Michael Saylor announced another massive buy: $472M in BTC. While bullish long-term, historically these buys mark short-term local tops. Why? Traders expect less near-term buying pressure afterward.

4. $4.5 Billion BTC on the Move

A dormant wallet holding 80,000 BTC just woke up, and 40,000 BTC (about $4.5B) was sent to asset firm Galaxy Digital. The market is watching closely to see if the rest will be dumped. Big wallets moving means market on edge.

🧘 No Need to Panic (Yet)

ETF inflows remain strong, especially for Ethereum. Institutions are clearly still interested. Meanwhile, XRP is quietly outperforming both BTC and ETH, definitely worth keeping on your radar.

CPI data? No major surprises this time. Inflation looks stable for now.

Still, with volatility ticking up, expect some chop. Stay sharp, and don’t over-leverage.

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SOCIAL SENTIMENT


💥 PUMP Token Takes Center Stage

The long-awaited PUMP token is finally live. Hype? High. Price action? Meh.

Launched at $0.04, it's trading around $0.055, sitting at a $2B market cap. Not exactly moon material yet, but day-one volume topped $1.3 billion. The market’s paying attention.

So, what’s next?

🤔 We see two scenarios playing out:

1. Flatline Mode

No major announcements. Volume dries up. Token and meme interest slowly fades as attention shifts elsewhere.

2. Catalyst Incoming

PUMP team drops a bomb, maybe a revenue-share model or burn mechanics. That could light the fire, send the token flying, and spark another meme coin rotation, especially on Solana.

Until then, we’re not aping into random meme coins on other chains. Focus is on how PUMP develops and keeping capital concentrated in high-conviction majors like ETH, XRP, and DOGE.

NEWS OVERVIEW


The Latest Crypto Headlines 📰 

SharpLink Adds Another $73M in ETH
SharpLink buys 24,371 ETH via Coinbase Prime, bringing its four-day total to 62,232 ETH and boosting its Ethereum reserves to 294,000.

OG Bitcoin Whale Cashes Out $2.3B to Galaxy Digital
An early Bitcoin miner linked to 80,000 dormant BTC transfers 20,000 coins to Galaxy Digital, marking his first-ever sale.

Coinbase Hits $100 Billion Market Cap as BTC Soars
Coinbase stock closes at $394.01, hitting an all-time high and crossing $100B valuation as crypto markets rally.

Bit Digital to Raise $67M for Ethereum Purchases
Bit Digital announces direct share offering to expand its ETH treasury, having recently converted its full BTC holdings to Ethereum.

YOUTUBE INFLUENCER SUMMARY


Summary From The Top Influencers 📷️ 


Benjamin Cowen – Ethereum: Dubious Speculation (15.07.2025 Summary)

1. What “Going Home” Means

Benjamin says Ethereum has “gone home,” meaning it returned to a familiar price range where it has stayed in past cycles. This could be a sign that Ethereum is getting ready for a new phase of growth.

2. Important Price Level: $3,100

Ethereum is now close to the $3,100 level, which has been tough to pass. If it can move above this level, it might continue rising toward new all-time highs. If it cannot, a short-term drop is likely.

3. Possible Dip in Q3

In past years, the crypto market often got weaker during the third quarter (July to September). Benjamin thinks Ethereum might face some short-term weakness in August or September, but he sees this as a normal pause, not the start of a crash.

4. ETH Compared to Bitcoin

Even though Ethereum has lost some ground against Bitcoin, it is still holding above its past low points. This is a positive sign. If it starts falling below those levels, though, that could be a warning of bigger problems.

5. Big Picture Risks

Benjamin points out that if the economy takes a bad turn, like higher inflation or rising unemployment, Ethereum could drop more. He does not think this will happen unless the economic data gets much worse, but he wants to stay prepared just in case.

6. Following Tesla's Pattern

He compares Ethereum’s current behavior to how Tesla’s stock moved in 2024. Tesla dropped in the spring, rallied over the summer, and then reached new highs at the end of the year. Ethereum might do something similar.

7. What to Watch Next

The big question now is whether Ethereum can push above the $3,100 level. If it does, Benjamin believes a strong rally could follow, possibly taking it to new highs.

If it fails, Ethereum might just trade sideways or dip for the rest of the summer. Either way, he is still hopeful that Ethereum will perform well by the end of the year, especially if it holds above key support levels.

Lark Davis – Shocking Solana Report Revealed (15.07.2025 Summary)

1. Solana’s Momentum

Solana’s mid-year report from Helios shows explosive growth. It processes 162 million daily transactions for under a cent, with no downtime in over 15 months. This puts it far ahead of Ethereum in both speed and cost.

2. Developers and Adoption

Solana attracted more new developers than any other chain in 2024, with an 83% jump. Circle minted $1.75 billion in USDC on Solana in May, and major institutions like BlackRock and Franklin Templeton are now building on it.

3. Real Revenue and Market Share

In January 2025, Solana earned $551 million in revenue, over three times Ethereum’s. It dominates decentralized exchange volume with 81% of global DEX activity.

4. Major Upgrades Ahead

Upcoming updates like Firedancer and Alpenlow will boost performance to up to 1 million transactions per second and cut validator costs by over 90%.

5. Real-World Use Cases

Solana isn’t just powering crypto apps. It supports Helium Mobile with 300,000+ users, HiveMapper for global mapping, and tokenized luxury goods. It’s being used in ways most blockchains are not.

6. Positioned for the RWA Boom

With real-world asset markets projected to reach $30 trillion by 2030, Solana’s speed, low fees, and compliance features give it a strong edge.

7. Final Thoughts

Lark believes Solana is closing the gap with Ethereum. He sees the market undervaluing Solana’s real-world utility, technical progress, and growing institutional trust.

The information provided in this newsletter is for general informational and educational purposes only. It should not be considered financial advice or a recommendation to buy or sell. Please consult a qualified financial advisor for personalized advice that considers your individual financial situation and goals.