The Setup for a Bullish July?

DAILY MARKET OVERVIEW

Steady Hands, Big Inflows

👋 Hey, Crypto Enthusiasts! The market's holding strong. Bitcoin continues to lead, institutions are going deep, and Ethereum is quietly stepping into the spotlight. Let’s explore!

🟢 BTC is still holding steady at $107K

Bitcoin is currently hovering around $107K, and despite recent volatility, it's showing impressive resilience. This stability isn’t random. It's backed by major inflows.

In just the past two days, over $1 billion has flowed into Bitcoin ETFs, providing strong support and signaling that institutional demand is very much alive.

🚀 Coinbase Premium points to strong US demand

The Coinbase Premium (30HMA) has now been positive for 74 straight days, a sign that US-based buyers continue to push prices higher. This persistent premium shows real buying pressure, especially from institutions.

At the same time, exchange reserves are dropping fast. BTC is moving off exchanges, which usually signals long-term holding and reduced selling pressure. The trend is clear: people are accumulating, not dumping.

🐋 Institutions and corporations keep stacking

Public companies are also getting in on the action. Metaplanet, GameStop, and Vanadi Coffee are all continuing to add thousands of BTC to their treasuries.

Even Coinbase has joined the trend. CEO Brian Armstrong confirmed they’re buying Bitcoin every week as part of their corporate treasury strategy. That’s a serious vote of confidence from one of the industry’s biggest players.

📉 Negative funding rates signal hesitation

Interestingly, funding rates remain negative, despite all this bullish momentum. That means traders are still shorting or hedging, potentially betting against the rally. If sentiment flips, we could see a short squeeze that pushes prices even higher.

🌐 Ethereum is quietly gaining strength

While Bitcoin holds steady, Ethereum is starting to outperform. ETH has shown strong price action today, and while ETF inflows are still modest, around $130 million over the last two days, that’s a notable improvement.

Just weeks ago, ETH ETFs were seeing zero inflows or even outflows. The tide is starting to turn, and Ethereum is finally seeing some institutional love. It’s still early, but the trend is encouraging.

🏛️ Regulatory momentum picking up

Regulation is also taking a front seat. David Sacks recently shared that July could bring two major milestones:

• The signing of the GENIUS bill and the CLARITY bill moving to the Senate.

This kind of progress could be a game-changer. Regulatory clarity has been one of the biggest roadblocks, and if these bills move forward, it could open the doors for even more capital to flow into the space.

💰 Macro backdrop looks increasingly supportive

Zooming out, the broader market is helping fuel the crypto rally:

• The S&P 500 and Nasdaq just hit all-time highs, showing a strong risk-on appetite

• There’s now over a 70% chance of a Fed rate cut in September, and even a shot at one in July

• And here’s a big one: the top 5 US banks now have free leverage to buy treasuries, essentially replicating the stealth QE we saw in 2020

More liquidity, fewer rate hikes, and strong equity markets are creating a favorable environment for crypto.

🔭July could be a turning point

Bitcoin is stable at $107K, inflows are picking up, Ethereum is catching a bid, and macro plus regulatory trends are finally aligning.

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SOCIAL SENTIMENT

❓️ TradFi + Crypto Season?

Many on Crypto X are still waiting for the next altcoin or meme token to 10x, but could they be looking in the wrong place?

The real opportunity could be in publicly listed TradFi companies that are starting to integrate crypto into their business models.

Crypto-related stocks like Coinbase, Circle, MicroStrategy, and Marathon Digital have seen strong and consistent gains this year, outperforming much of the altcoin market, which has largely struggled to keep up.

We’re seeing moves like:

• Mergers and acquisitions involving crypto-native firms

• Blockchain tech adoption to streamline operations or offer new services

• Regulatory shifts that make it easier for traditional companies to hold or transact in crypto

As crypto regulations continue to improve, we expect to see a lot more companies beginning to integrate or pivot to crypto.

Companies like Kraken & OKX are set to IPO soon, which could also further boost the sentiment.

These are businesses with strong balance sheets, real revenue, and for some, now crypto exposure. If you’re looking for asymmetric upside with institutional backing, this might be a good place to keep an eye on.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

Coinbase to Launch Regulated Perpetual Futures in the U.S.
Coinbase will offer U.S.-compliant Bitcoin and Ethereum perpetual futures, marking a key step toward regulated crypto derivatives for domestic traders.

Bakkt Files $1B Securities Shelf for Potential Bitcoin Strategy
Bakkt is ready to raise $1 billion to fund digital asset acquisitions after a recent treasury policy shift to allow crypto holdings.

Metaplanet Now Holds Over $1.3B in Bitcoin After Latest Purchase
Japan’s Metaplanet added 1,234 BTC to its balance sheet, boosting its total to 12,345 BTC in pursuit of a 100,000 BTC goal.

Ark Invest Sells Coinbase Shares as Price Hits Record High
Ark Invest sold $12.5 million worth of Coinbase stock following a 5% price jump, citing bullish momentum and portfolio management.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

CryptoRUs – Bitcoin’s 146K Target: Countdown Begins (27.06.2025 Summary)

In his latest video, George from CryptosRUs shares why he believes Bitcoin is headed toward $146,000, with even higher targets later in the cycle. He points to strong recovery since April; Bitcoin has surged 50% from $74K, driven largely by massive institutional accumulation.

• George emphasizes that $500 million per day is flowing into Bitcoin through ETFs and large firms like BlackRock, sovereign wealth funds, and private companies. This isn’t short-term speculation; these buyers are holding, not trading.

He urges retail investors to stay invested and avoid panic-selling during dips. He’s disappointed in how weak altcoins have performed, blaming it on scared retail traders. Right now, his own DCA strategy is focused only on Bitcoin.

• George also notes that a September rate cut and the typical October crypto rally could trigger a big move in altcoins later this year, but for now, Bitcoin dominates.

🌎️ On the macro side, he touches on possible changes at the Federal Reserve under Trump, the irony of Trump’s manufacturing criticisms, and regulatory shifts favoring stablecoins in the US, Europe, and Hong Kong—all pointing to growing crypto adoption.

He compares the current cycle to 2021, noting similar timing: early gains, a summer lull, and a late-year surge. His message is clear: don’t be a hindsight genius.

His end-of-cycle Bitcoin target? $200K to $250K, with altcoins joining the ride eventually.

CoinBureau – Cardano & Polkadot's Bitcoin Strategy: ADA & DOT To Pump?! (27.06.2025 Summary)

Nick from Coin Bureau explores whether Cardano (ADA) and Polkadot (DOT) adopting Bitcoin treasury strategies could boost their token prices, like we’ve seen with publicly traded Bitcoin-holding companies.

These companies pump because investors price in Bitcoin’s long-term gains. With BTC averaging 50% annualized returns, holding it increases the perceived value of the company. Some even see them as enhanced Bitcoin ETFs, generating cash flow to buy more BTC.

Cardano and Polkadot are exploring similar paths, but with key differences.

Cardano's Strategy

Charles Hoskinson proposed a decentralized sovereign wealth fund funded by ADA to support the Cardano ecosystem. The plan includes using $100 million worth of ADA to buy stablecoins and a smaller amount to buy BTC.

The goal is to boost Cardano's DeFi sector and reduce dependence on external stablecoin issuers. Sales will be gradual to avoid hurting ADA’s price, and stablecoin yields may help buy back the sold ADA over time.

Polkadot's Plan

Polkadot is considering using 500,000 DOT (around $2 million) to buy TBTC as a hedge against losing value versus BTC. This proposal is still in the discussion phase, but it aligns with founder Gavin Wood’s earlier vision to diversify Polkadot’s treasury.

Will Prices Pump?

Nick says any price spike would likely be short-term. Unlike companies, these altcoins aren’t using BTC to boost their token value directly. Their strategies aim to grow ecosystems, not investor speculation. Without consistent revenue streams like those of public firms, the impact may be limited.

That said, growing Bitcoin liquidity on-chain could benefit their DeFi protocols significantly.

CRYPTO MEMES