Crypto Gold Rush

DAILY MARKET OVERVIEW

Altcoin Season Is Heating Up

👋 Hey, Crypto Enthusiasts! While Bitcoin catches its breath, altcoins are stealing the spotlight. Momentum is building fast, and it feels like the gold rush is officially on.

🔥 Ethereum Breakout: $4K in Sight

Ethereum just made a strong move. Over $136 million in ETH shorts were liquidated, pushing the price above $3,600.

• This surge has triggered a wave of bullish options activity, with many traders now eyeing the $4,000 level before the end of the month.

Behind the price action are some powerful fundamentals. ETF inflows continue to grow, and there’s real progress on U.S. crypto legislation. Combined with the total crypto market cap hitting $4 trillion, investor confidence is clearly back.

🏦 Institutions Are Loading Up on ETH

One major player making headlines is Bit Digital Inc. The crypto mining firm announced that it has increased its Ethereum holdings to 120,306 ETH, worth around $436 million at current prices.

This expansion came after a $67.3 million share sale, which funded the purchase of an additional 19,683 ETH.

🐶 DOGE Enters the Treasury Arena

Ethereum isn’t the only coin catching corporate interest. Bit Origin (BTOG), a Singapore-based mining firm trading on Nasdaq, has announced plans to create a Dogecoin treasury. 

• Backed by $500 million in equity and convertible debt, the company has already secured $15 million and is preparing for its first DOGE purchase.

That news gave Dogecoin a noticeable price boost today. Other altcoins now being considered for treasury holdings include HYPE, SOL, XRP, TAO, BNB, and LTC. This trend could accelerate as more companies follow suit.

⚠️ Bitcoin Warning Sign: Coinbase Premium Drops

Despite altcoin strength, Bitcoin may be flashing a warning. The Coinbase Premium, the price gap between BTC on Coinbase and other global exchanges, has been falling across all timeframes.

A high premium typically indicates strong demand from U.S. investors. When the premium falls or goes negative, it suggests weakening buying pressure from that group, which could signal near-term downside risk for BTC.

This doesn’t mean panic, but it’s worth watching closely.

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SOCIAL SENTIMENT

🐶 DOGE: The Best Amongst Majors?

Altcoins are dominating crypto conversations right now. We are closely watching low & mid caps, but there aren’t any standouts as of yet, that’s why we are staying in majors.

Dogecoin is showing serious potential. It has been consolidating for four years, just like it did before its last massive breakout. The recent treasury announcement from Bit Origin adds a major catalyst that could turn long-term interest into price movement.

There’s also a Dogecoin ETF application still under review. The next key date is August 17, 2025, with a final decision deadline set for January 9, 2026. If DOGE ever had a shot at full institutional validation, this cycle might be it.

Between technical setup, growing corporate interest, and ETF speculation, Dogecoin is firmly on our radar as a major contender for 2025.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

BlackRock Pushes for Ethereum ETF Staking
BlackRock filed to allow staking in its spot Ethereum ETF, potentially unlocking yield for investors if approved by the SEC.

Canary Files for Staked Injective ETF
Canary Capital has proposed a staked INJ ETF, signaling growing institutional interest in altcoin funds with built-in yield strategies.

Satoshi Nakamoto Now Richer Than Bill Gates
With Bitcoin near $119K, Satoshi’s estimated holdings have soared past $130B, surpassing Gates and closing in on Warren Buffett.

Hungary Targets Unlicensed Crypto Trading With New Law
Hungary has updated its criminal code to penalize illegal crypto trading, sparking concern about market contraction amid legal uncertainty.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

Jesse Eckel – I've Waited YEARS For This Macro Setup. It's Finally Here. (18.07.2025 Summary)

Jesse says we’re at 99% readiness for a full-blown alt season. His Omnicycle Framework, which tracks 94 macro and crypto indicators, is flashing green across the board, with just one piece missing.

Here’s the big picture:

• Liquidity is accelerating year-over-year for the first time since 2021.

• Altcoin ETFs (SOL, ADA, DOGE, etc.) are likely coming in 2025.

• Rate cuts expected in September could trigger a credit expansion.

• Investor sentiment is shifting risk-on.

• Only missing signal: private credit growth (expected to flip green by Sept).

But fuel alone isn’t enough. Jesse says we still need a spark, a strong narrative to ignite the move. That could be ETF approvals, the first Fed cut, or Q4 seasonality (crypto historically performs well Oct–Dec).

He also argues this won’t be the usual 4-year cycle, COVID-era policies broke that pattern. Instead, we’re entering a 5-year cycle, likely peaking in late 2026.

Most likely scenario:
A two-stage bull run — initial rally → pause → blow-off top in 2026.

Benjamin Cowen – Bitcoin Dominance (18.07.2025 Summary)

Cowen notes the recent drop in BTC dominance is driven by short-term alt rallies (ETH, XRP), not a true altseason breakout.

• BTC dominance rejected at ~66% (Fibonacci resistance).

• Alt/BTC pairs bounce every June, but fizzle by August — this could be another seasonal fakeout.

• True altseason historically begins after BTC breaks cycle highs, which hasn't happened yet.

• Dominance metrics (BTC + ETH + stablecoins) remain strong — no clear signal of altcoin rotation.

Bottom Line:

This is likely a short-term alt rally, not the start of a full altcoin cycle.
Cowen remains cautious and expects dominance to climb again, keeping altcoins under pressure.

CRYPTO MEMES

People who bought ETH at $4000 last year