Calm Before the Macro Storm

DAILY MARKET OVERVIEW

📉 Volatility Has Entered the Chat

👋 Hey, Crypto Enthusiasts! Welcome to the week of high stakes and high swings. All eyes are on what’s coming tomorrow.

⚠️ Brace yourself, because this week could set the tone for the rest of the quarter.

📅 Major Economic Fireworks Incoming

We’ve got a full-blown economic storm brewing, and it all hits tomorrow. Here’s what’s lining up:

• ADP Payrolls – The job market’s early warning system. If this flashes hot, rate cut hopes could take a hit.
  

• Q2 GDP – First glimpse into how strong (or weak) the U.S. economy really was last quarter. Big surprise potential here.
  

• Fed Rate Decision + Powell Mic Drop – The main event. Will the Fed finally pivot, or crush market hopes again? Expect serious market swings either way.
  

• Earnings: Microsoft ($MSFT) + Meta ($META) – Big Tech steps up to the plate. Blowout earnings could calm nerves or fuel more volatility.

Markets are already retreating, and it’s not without reason. We’re heading into a pressure cooker of data and decisions, where any surprise could send prices flying… or diving.

🟪 Ethereum Keeps Winning Institutional Cred

While altcoins are getting hammered across the board, Ethereum continues to shine as the smart money’s favorite.

📈 According to a report from Standard Chartered Bank:

• Treasury firms have scooped up 1.26 million ETH since June

• That’s 1% of the total ETH supply

• They predict this figure could grow to 10% in the long run

That’s not just a bet - that’s a massive show of confidence.

🟢 And today’s narrative booster?

Trading and investing platform eToro is bringing 24-hour trading & tokenized U.S. stock (as ERC-20 tokens) hosted on the Ethereum blockchain.

It’s another sign that traditional platforms are starting to build directly on Ethereum’s rails, not just experimenting, but committing.

Institutional adoption isn’t coming; it’s already happening.

⚠️ Short-Term? Still Caution Mode

Even with strong ETH momentum, we’re playing defense this week. There’s just too much uncertainty in the air.

Everything hinges on how tomorrow shakes out.

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What’s Next for The Market?

This week kicked off with serious volatility, and altcoins are taking the brunt of the damage. That trend could continue if key levels don’t hold.

🗣️ According to analyst CredibleCrypto, BTC looks likely to retest the $115K level. If that level breaks, expect even more pain across the altcoin space.

But if Bitcoin finds support and rebounds, it could mark a key turning point - and the next leg up might follow fast.

📌 For now, we’re staying defensive and focusing on the majors:

• ETH – Strong institutional narrative
• XRP – Holding up well under pressure
• DOGE – Still not trendy but shows potential

Outside of that, altcoins are struggling. Trends are short-lived and hard to catch. That’s why we’re leaning into strength and keeping risk tight.

Overall sentiment? Cautious, watchful, and waiting for confirmation. As the week unfolds and macro data rolls in, things will get clearer. Until then - stay sharp.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

CryptoPunks Floor Surges Past $200K Amid NFT Revival
CryptoPunks floor price jumps to $200K for the first time in over a year, driven by ETH gains and a viral multi-million-dollar NFT sweep.

Tron Inc. Files $1B Securities Plan to Fund TRX Buys
Tron Inc. plans to raise up to $1 billion to expand its TRX holdings, shifting away from toys and tapping equity to back its crypto pivot.

Bitcoin Miner MARA Raises $950M to Buy More BTC
MARA closed a $950M private offering to increase its Bitcoin holdings, reinforcing its HODL strategy and becoming the No. 2 BTC holder.

Mill City Ventures to Buy SUI With $450M Raise
Nasdaq-listed Mill City Ventures is investing $450 million into SUI, joining the growing list of public companies launching altcoin treasuries.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

Ivan On Tech – BITCOIN & ALTCOINS: SHOCKING NEW REALITY!!! (29.07.2025 Summary)

In his latest update, Ivan is confident and optimistic about the crypto market going into August. Here's a quick breakdown of his outlook:

• Bitcoin: Ivan expects a breakout to $150K this August, based on weekly cycles and past patterns. He’s betting on it - but warns that if BTC drops to $102K, it turns bearish on his key indicator.
  

• Ethereum: ETH is close to breaking resistance at $3.8K. Ivan sees it pushing past its all-time high around $4.6K if momentum kicks in.
  

• Solana: Bullish but waiting on confirmation. Ivan sees $250 as a realistic
  

• Sui: One of his top picks right now. Big treasury backing ($440M) has Ivan expecting a move to $5+ as the ecosystem grows.
  

• Altcoins in General: Ivan is bullish on the altcoin market overall. He expects August to be a strong month, especially if ETH dominance drops further.
  

• Institutional Momentum: Ivan highlights a major shift - big companies are now treating not just BTC, but ETH, SOL, TRX, and BNB as treasury assets. He sees this as a major validation.
  

• Ray Dalio Endorsement: Ivan calls it huge that Ray Dalio now recommends putting 15% of a portfolio into Bitcoin or gold, after being skeptical for years.

Ivan’s bottom line:
He’s betting on a massive August rally - led by BTC to $150K, ETH breaking out, and altcoins catching fire. He’s watching closely, staying bullish, and stacking more.

Benjamin Cowen – Bitcoin: Has Retail Arrived Yet? (29.07.2025 Summary)

Benjamin Cowen takes a data-driven look at the crypto market and concludes that retail investors haven’t returned yet. Despite recent rallies, the signals just aren’t there.

• Retail hasn’t arrived – Metrics like social risk, YouTube views, Twitter activity, and Google Trends all show weak engagement. According to Ben, this cycle is still institution-led, not retail-driven like 2017 or 2021.
  

• Bitcoin dominance continues – With retail absent, Bitcoin and Ethereum are doing well, but most altcoins are lagging. Ben sees strength in BTC and ETH only, with other coins rotating in and out of relevance briefly.
  

• Social risk is low – This metric, which tracks crypto hype online, is stuck around 0.1 out of 1.0. That’s far below past bull markets. Unless it starts forming higher lows, Ben doubts a major retail wave is coming soon.
  

• Altcoin struggles are visible – He points to the declining advanced-decline index, showing most top 100 coins are trending down, even if the total market cap rises due to strong performance from BTC and ETH.

Bottom line – Ben still leans Bitcoin-heavy. He added some ETH since April but says it’s still too early to go heavy into alts. Until retail shows real signs of returning, he’s not expecting altcoin season anytime soon.

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