Track market-moving stories before they get noisy

Ethereum has completed a crucial technical breakout and initial retest, placing its price into a critical consolidation phase. Analyst Qmo reported that this structural break, anticipated for months by traders, now brings Ethereum to what he described as the second phase of a five-step market sequence. The price currently trades inside a significant demand zone as it consolidates.

Key Targets and Technical OutlookAfter a successful breakout from the recent downtrend and a confirmed retest, Qmo suggested that Ethereum could soon attempt to move towards the $2,200 to $2,400 price range. If momentum continues, the price could advance to $3,000 and, in a more bullish scenario, see expansion beyond $4,000.

Qmo cautioned that these figures remain projections dependent on Ethereum maintaining its newly established structure and completing the consolidation process. Until the price decisively exits the current demand zone, higher targets will remain speculative.

Qmo detailed that after months of waiting, Ethereum achieved the downtrend breakout and successful retest. The focus now shifts to whether this structure will hold and whether price can exit the demand zone to pursue higher objectives.

He also highlighted that patterns similar to the current breakout have previously signaled a shift towards significant altcoins, suggesting that the resilience of this structure could fuel the next phase of broader market activity.

Market Liquidity and Potential CatalystsAdditional analysis from Ted focused on Ethereum’s substantial liquidity pools, noting clusters positioned both to the upside and downside. He cited the pending CLARITY Act as a potential catalyst for Ethereum’s next decisive move. Ted argued that approval of the legislation could adversely impact short positions and spark a rally, while rejection could see Ethereum fall toward the $1,500 level.

Ted identified significant liquidity on both sides of the market and warned that the outcome of the CLARITY Act in Congress might trigger a swift price swing. Approval could force shorts to cover, but a setback might sharply pull prices down.

For traders actively monitoring these developments, using an all-in-one assistant like CryptoAppsy—which integrates real-time prices, smart alerts, tailored news, and instant macroeconomic data such as Fed interest rates—enables quick responses to shifting technical levels, ensuring they remain well-informed and ready to act.

Cyclical Perspectives and Long-Term ScenariosAnalyst Crypto Patel provided a longer-term perspective, referencing Ethereum’s historical four-year cycle patterns. He compared the current technical setup with accumulation, rally, and correction phases observed before the 2017 and 2021 bull market peaks.

According to Crypto Patel, key support currently lies between $1,000 and $1,350. Maintaining this support would preserve his bullish view, though it would not confirm a sustained rally. For Ethereum to approach higher long-term targets, the price must first clear resistance at roughly $3,945, set a new all-time high, and establish fresh support above that level.

Patel’s projections include a long-term price objective of $10,000, with the possibility of the cycle peaking between $16,000 and $22,500 in 2026 or 2027—assuming previous cycle trends are repeated.

Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.

Ethereum is having its moment. While Bitcoin sits in a holding pattern around $65,500, ETH has quietly posted a 19.7% gain over the past month, nearly doubling Bitcoin’s 11.7% return over the same stretch. The largest altcoin is trading between $1,880 and $1,970 in late July, and for the first time in months, the conversation in crypto markets has shifted from “when does BTC break out” to “why is ETH outrunning everything.”

Bitcoin, for its part, has been oscillating in a tight band between $64,000 and $66,500, a far cry from the $72,500 to $74,000 highs it touched earlier in 2026. That pullback into the mid-$60K range has left traders in wait-and-see mode, scanning the horizon for macro catalysts that might break the stalemate.

Ethereum’s comeback from the depths To appreciate what’s happening with ETH right now, you need to rewind to mid-2026. The ETH/BTC ratio cratered to around 0.027 before bouncing meaningfully on the back of Ethereum’s recent outperformance.

Advertisement

Several factors are driving the reversal. ETF flows into Ethereum-linked products have picked up noticeably, providing a steady bid underneath the price. Meanwhile, ETH staking participation has climbed to roughly 34%, which effectively removes a growing share of circulating supply from the tradeable float.

Bitcoin’s consolidation and the Fed factor After surging past $70K earlier this year, BTC retreated into the low $60,000s before stabilizing in its present $64,000 to $66,500 corridor. Market participants are closely watching for signals on interest rate policy from the Federal Reserve, and the anticipation has created a kind of gravitational pull that keeps Bitcoin range-bound.

Trading volumes have reflected this indecision, with activity steady but not spectacular — the kind of volume profile consistent with a market in consolidation awaiting macro catalysts.

What this means for investors The ETH versus BTC divergence creates an interesting decision point for portfolio positioning. Ethereum’s relative strength could signal the beginning of a broader altcoin rotation, a pattern that has historically followed periods of Bitcoin consolidation.

Ethereum’s setup is supported by rising ETF demand, increasing staking lockups near 34% reducing liquid supply, and a rebounding ETH/BTC ratio from lows of 0.027. If ETH can sustain its position near $1,900 and push above $2,000, it could attract additional institutional capital. A $65,500 entry into Bitcoin is roughly 10% below the 2026 highs of $72,500 to $74,000, though a hawkish Fed surprise could send BTC back toward the low $60,000s.

Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.

BitMEX co-founder Arthur Hayes has accumulated 1,290 ETH, valued at approximately $2.5 million, through the FalconX platform in his latest move on the Ethereum market. Hayes deposited the funds before initiating the purchase, pointing to a deliberate acquisition strategy rather than impulsive trading.

Strategic Ethereum Entry by Arthur HayesArthur Hayes is widely known in the cryptocurrency industry as a co-founder of BitMEX, a major digital asset derivatives exchange. His trading moves often attract industry attention, particularly when undertaken during periods of market uncertainty.

This recent acquisition occurred while Ethereum traded below a significant resistance level, prompting speculation that Hayes considered current prices attractive for accumulation. Data from Lookonchain indicated that since July 15, he has amassed a total of 3,915 ETH at an average price of $1,909 per token, with the overall position currently showing a drawdown of about $113,000.

Crypto analytics platforms reported positive net flows of $5.58 million in ETH on centralized exchanges, suggesting investors may be preparing for potential market moves, but volumes remain smaller when compared to historic outflows.

Arthur Hayes is recognized for positioning himself in the market during uncertain periods, and his sizable Ethereum acquisition this week stands out as a bold accumulation while resistance levels continue to hold.

ETF Inflows and Derivatives Show Bullish SentimentOver the span of July 20–24, Ethereum spot exchange-traded funds attracted $104 million in net inflows, according to reports from Wu Blockchain. This marks the third consecutive week of positive capital movement into Ethereum-based ETFs, supporting mounting optimism among investors.

Meanwhile, derivatives data signals increasing market confidence. Ethereum futures open interest rose by 2.2% to reach $11.97 billion, reflecting the entry of new capital into leveraged positions. Funding rates for these contracts surged by 3,092% to 0.003479 in just 24 hours, indicating that traders are willing to pay a premium to remain in long positions.

Market analyst Ali Charts identified the $1,580 level as a long-term accumulation zone, citing Ethereum’s more than 20% gain since defending this key support area.

Ethereum futures open interest and spot ETF inflows both point to heightened bullish sentiment, with long positions incurring significantly higher costs as demand strengthens.

Long-Term Price Projections Range to $20,000Technical analysts are increasingly referencing historical cycle patterns to set long-term Ethereum price targets. Crypto Patel compared current market conditions with previous cycles, highlighting rally, correction, and accumulation phases that preceded significant expansions. His analysis places the next potential cycle peak between $10,000 and $22,500.

Another analyst, Freedom By 40, projected on a monthly chart that Ethereum could reach $20,000 by 2028 if a series of higher lows and breakouts continues.

Both models stress the need for Ethereum to maintain support within the $1,000–$1,350 band and eventually surpass the all-time high of approximately $4,800.

Mini dictionary: FalconX is a cryptocurrency trading and prime brokerage platform that serves institutional clients, offering access to spot and derivatives markets, as well as multi-venue liquidity.

IndicatorCurrent ValueNotesArthur Hayes ETH purchase1,290 ETH ($2.5M)Via FalconX, July 2026Total Hayes ETH since July 153,915 ETH ($7.47M)Avg. price $1,909ETH ETF inflows (Jul 20–24)$104 millionThree-week streakFutures Open Interest$11.97 billion+2.2% dailyFunding Rate0.003479+3,092% in 24hNear-term support$1,830Short-term technical levelImmediate resistance$1,945Next price barrierMajor upside target$2,145Medium-term objectiveLong-term projection$10,000–$22,500Cycle-based forecastCurrent Price Structure and Key LevelsAt present, Ethereum is trading close to $1,864. Technical charts place immediate support at $1,830, while the nearest resistance stands at $1,945. The next significant upward target is identified around $2,145 if bullish momentum persists.

Technical forecasts remain contingent on Ethereum preserving its support base and breaking above past highs as the broader market continues to monitor large-scale buying activity by institutional and high-profile investors.

Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.

How Will Bitcoin, Ethereum and XRP React if CLARITY Act Passes or Fails?

The creator of Solana-based meme project 'EPIK' announced that nearly 60% of the token supply has been burned, adding that he has personally repurchased a total of 356 million tokens and plans to airdrop them to the community.

Solana-based meme project EPIK’s creator Mando posted that the token has a total supply of 1 billion, with nearly 60% of the supply currently out of circulation. Mando revealed he has personally repurchased a total of 356 million EPIK tokens, burning 154 million of them; the project’s liquidity pool (LP) also burned an additional 81 million tokens. Addressing the community’s doubts over his large token holdings, Mando clarified he did not acquire 50% of the tokens via airdrop, but instead invested seven-figure funds over the past three years to continuously repurchase and support the project, holding and controlling more than 50% of the total token supply. Mando noted he created EPIK during an early live stream, and has since long invested funds to sustain the project’s development, stressing his approach differs from that of some KOLs, creators or celebrities who sell tokens immediately after acquiring them. He is now considering distributing some of his held tokens in batches via airdrop to long-term community members and contributors who have supported the project, as a way to give back to early participants. According to GMGN market data, EPIK’s market cap once surged rapidly to around $27 million, with hourly trading volume hitting nearly $6.5 million, before the market cap pulled back to roughly $16 million.

1 seconds ago

Ethereum Treasury Stocks Rise Collectively in Pre-Market Trading

According to market data from BIT (Bit.com), Ethereum treasury concept stocks were broadly higher in pre-market US equity trading. As of press time, BitMine Immersion Technologies (BMNR) traded at $16.767, up 6.18%; SharpLink Gaming (SBET) stood at $6.111, gaining 5.18%; and Bit Digital (BTBT) was priced at $1.438, with a 4.99% rise.

1 seconds ago

Binance will delist some leveraged trading pairs on July 30.

According to an official announcement, Binance Leverage will remove the following leveraged trading pairs at 14:00 (GMT+8) on July 30, 2026: Cross margin leveraged trading pairs: A/USDC, HIVE/USDC, ILV/USDC, NEWT/USDC, MOVE/USDC Isolated margin leveraged trading pairs: A/USDC, HIVE/USDC, NEWT/USDC, MOVE/USDC

1 seconds ago

US stock market's optical module sector rises collectively in pre-market trading.

According to market data from BIT (Bit.com), the optical module and optical communication sectors saw broad gains in the U.S. pre-market session. As of press time, Coherent (COHR) traded at 291.800, up 3.33%; Lumentum (LITE) at 788.980, up 3.41%; Applied Optoelectronics (AAOI) at 104.230, up 4.07%; Nokia (NOK) at 9.370, up 2.97%; and Marvell Technology (MRVL) at 201.730, up 3.86%.

1 seconds ago

Bank of America: August to October could be the toughest period for US stocks this year, with defensive assets such as gold and the US dollar likely to benefit.

US Bancorp Securities technical analyst Paul Ciana released a report noting that historical data shows August to October is typically the weakest rolling three-month period for the S&P 500, meaning US stocks may face their toughest phase of the year. The report points out that since 1928, the S&P 500 has delivered an average return of nearly zero (-0.02%) during August-October, with gains recorded in only 55% of years. This period also sees the largest average drawdown of any rolling three-month window, hitting 7.35%. Ciana emphasized that seasonal weakness does not indicate a reversal of long-term trends. Historical data shows November through January is a traditional strong window for US stocks, with the S&P 500 averaging a 3.54% gain. On the asset front, Bank of America (BofA) believes defensive assets such as the US dollar, US Treasuries, and gold tend to outperform during August-October. Gold has risen 61% of the time in this window since 1992, with an average gain of 2.52%; yields on the 30-year US Treasury have historically trended downward. Energy assets may be an exception to late-summer trends. The Bloomberg Energy Index has posted an average historical gain of 2.42% in August, and crude oil prices also tend to find support in late August. BofA cautioned that investors should monitor risks from seasonal volatility and allocate to defensive assets to hedge against potential market pullbacks.

1 seconds ago

Brent crude oil's intraday decline has widened to 8.77%

According to Bitget's market data, Brent crude oil has fallen below $85 per barrel, posting an intraday decline of 8.77%.

1 seconds ago

The Brazilian Federal Police have dismantled a suspected international drug trafficking network accused of moving 6.5 metric tons of cocaine and laundering billions of Brazilian reals through elaborate schemes involving cryptocurrencies and other assets.

Multi-state operation leads to arrests and asset seizuresAuthorities carried out the operation on July 23, deploying both federal and state officers across four states: São Paulo, Minas Gerais, Santa Catarina, and Espírito Santo. Law enforcement arrested nine individuals, served 13 pretrial detention warrants, and executed 44 search-and-seizure orders.

Investigators allege that the group orchestrated large-scale money laundering by concealing proceeds using a network of shell companies, luxury real estate, high-value assets, and crypto-enabled money brokers. The police stated that the criminal organization used sophisticated methods to obscure the source of income derived from illegal drug sales.

Charges and investigative detailsProsecutors intend to charge the suspects with participation in a transnational criminal organization, international drug trafficking, and extensive money laundering activities. Authorities are also reviewing transactions involving billions of reals suspected of being routed through crypto channels and front companies.

The investigation has linked key members of the alleged network to cross-border operations, indicating coordination with other criminal groups outside Brazil.

Police officials described a large-scale financial operation involving numerous front companies, real estate investments, and the use of cryptocurrency-enabled money brokers to facilitate the laundering of drug profits.

Connections to global criminal networks and recent sanctionsThis development comes amid increasing scrutiny of the use of digital assets in global money laundering networks. In May, the US Department of the Treasury’s Office of Foreign Assets Control sanctioned six Ethereum addresses believed to be linked to a Sinaloa Cartel-affiliated money laundering ring that converted drug trafficking proceeds into cryptocurrency.

The international dimension of the operation highlights the growing concern of law enforcement agencies regarding the intersection of digital assets and organized crime.

Mini dictionary: Office of Foreign Assets Control (OFAC): A US government agency responsible for enforcing economic and trade sanctions based on national security and foreign policy objectives.

RegionAction TakenMain FocusBrazilArrests, asset seizureDrug trafficking, money laundering using cryptoUnited StatesOFAC sanctionsCrypto addresses tied to cartel money launderingThe ongoing investigation seeks to uncover further details about the structure of the network and its possible links with other international crime groups deploying digital currency for illicit purposes.

Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.

The creator of Solana-based meme project 'EPIK' announced that nearly 60% of the token supply has been burned, adding that he has personally repurchased a total of 356 million tokens and plans to airdrop them to the community.

Solana-based meme project EPIK’s creator Mando posted that the token has a total supply of 1 billion, with nearly 60% of the supply currently out of circulation. Mando revealed he has personally repurchased a total of 356 million EPIK tokens, burning 154 million of them; the project’s liquidity pool (LP) also burned an additional 81 million tokens. Addressing the community’s doubts over his large token holdings, Mando clarified he did not acquire 50% of the tokens via airdrop, but instead invested seven-figure funds over the past three years to continuously repurchase and support the project, holding and controlling more than 50% of the total token supply. Mando noted he created EPIK during an early live stream, and has since long invested funds to sustain the project’s development, stressing his approach differs from that of some KOLs, creators or celebrities who sell tokens immediately after acquiring them. He is now considering distributing some of his held tokens in batches via airdrop to long-term community members and contributors who have supported the project, as a way to give back to early participants. According to GMGN market data, EPIK’s market cap once surged rapidly to around $27 million, with hourly trading volume hitting nearly $6.5 million, before the market cap pulled back to roughly $16 million.

1 seconds ago

Binance will delist some leveraged trading pairs on July 30.

According to an official announcement, Binance Leverage will remove the following leveraged trading pairs at 14:00 (GMT+8) on July 30, 2026: Cross margin leveraged trading pairs: A/USDC, HIVE/USDC, ILV/USDC, NEWT/USDC, MOVE/USDC Isolated margin leveraged trading pairs: A/USDC, HIVE/USDC, NEWT/USDC, MOVE/USDC

1 seconds ago

US stock market's optical module sector rises collectively in pre-market trading.

According to market data from BIT (Bit.com), the optical module and optical communication sectors saw broad gains in the U.S. pre-market session. As of press time, Coherent (COHR) traded at 291.800, up 3.33%; Lumentum (LITE) at 788.980, up 3.41%; Applied Optoelectronics (AAOI) at 104.230, up 4.07%; Nokia (NOK) at 9.370, up 2.97%; and Marvell Technology (MRVL) at 201.730, up 3.86%.

1 seconds ago

Bank of America: August to October could be the toughest period for US stocks this year, with defensive assets such as gold and the US dollar likely to benefit.

US Bancorp Securities technical analyst Paul Ciana released a report noting that historical data shows August to October is typically the weakest rolling three-month period for the S&P 500, meaning US stocks may face their toughest phase of the year. The report points out that since 1928, the S&P 500 has delivered an average return of nearly zero (-0.02%) during August-October, with gains recorded in only 55% of years. This period also sees the largest average drawdown of any rolling three-month window, hitting 7.35%. Ciana emphasized that seasonal weakness does not indicate a reversal of long-term trends. Historical data shows November through January is a traditional strong window for US stocks, with the S&P 500 averaging a 3.54% gain. On the asset front, Bank of America (BofA) believes defensive assets such as the US dollar, US Treasuries, and gold tend to outperform during August-October. Gold has risen 61% of the time in this window since 1992, with an average gain of 2.52%; yields on the 30-year US Treasury have historically trended downward. Energy assets may be an exception to late-summer trends. The Bloomberg Energy Index has posted an average historical gain of 2.42% in August, and crude oil prices also tend to find support in late August. BofA cautioned that investors should monitor risks from seasonal volatility and allocate to defensive assets to hedge against potential market pullbacks.

1 seconds ago

Brent crude oil's intraday decline has widened to 8.77%

According to Bitget's market data, Brent crude oil has fallen below $85 per barrel, posting an intraday decline of 8.77%.

1 seconds ago

ChangXin topped the A-share market capitalization leaderboard on its first day of trading, with its five major shareholders logging an unrealized paper profit of around 1.42 trillion yuan.

Leading domestic DRAM giant Changxin Technology (688825.SH) debuted on the STAR Market, closing at 49.00 yuan, surging 465.82% from its IPO price of 8.66 yuan. The company notched a full-day trading volume of 141.187 billion yuan, with a total market capitalization of around 3.28 trillion yuan, making it the A-share market’s highest-valued listed company by total market cap. Estimated based on post-IPO shareholdings disclosed in the listing prospectus and the day’s closing price, Qinghui Jidian holds shares worth approximately 639.1 billion yuan, with a value gain of about 526.2 billion yuan versus the IPO price. Changxin Integrated Circuit, Phase II of the National Integrated Circuit Industry Investment Fund, Hefei Jixin, and Anhui Provincial Investment hold shares valued at 345.3 billion yuan, 257.5 billion yuan, 246.8 billion yuan, and 233.3 billion yuan respectively, translating to paper gains of roughly 284.3 billion yuan, 212 billion yuan, 203.2 billion yuan, and 192 billion yuan. The top five shareholders’ combined paper gains total approximately 1.42 trillion yuan. The listing prospectus also notes that STAR Market new listings have no price fluctuation limits for the first five trading days, while original shareholders’ shares are subject to lock-up periods ranging from 12 to 36 months. The aforementioned value increases are paper gains calculated based on secondary market closing prices.

1 seconds ago

Spot ETFs tied to Bitcoin, Ethereum, Solana, and XRP collectively attracted more than $152 million in net inflows during the week of mid-July 2026. Bitcoin did the heavy lifting, as usual, but the quieter story is the steady capital trickling into newer products like Solana and XRP funds.

On July 21 alone, Bitcoin spot ETFs pulled in $203.2 million. Ethereum followed with $37.5 million, while Solana and XRP added $5.8 million and $5.66 million respectively, according to data tracked by SoSoValue.

Bitcoin still dominates, but the field is widening Bitcoin has had a spot ETF since 2024, giving it a massive head start in accumulating assets under management. Ethereum launched its own spot product the same year. Together, they account for the overwhelming majority of crypto ETF capital.

Advertisement

Solana spot ETFs have now amassed over $1.14 billion in total inflows as of late July 2026.

XRP spot ETFs tell a similar story. Since launching in November 2025, these funds crossed $1 billion in cumulative inflows by the end of December 2025. The fact that positive inflows have continued well into 2026 suggests this wasn’t just a launch-day sugar rush.

What this means for investors Solana’s $1.14 billion in cumulative inflows positions it as a legitimate institutional-grade asset.

XRP’s rapid accumulation of over $1 billion in its first two months was notable in its own right. The token has historically carried regulatory baggage, but the existence of an approved spot ETF effectively signals that the regulatory cloud has cleared enough for major asset managers to participate.

The daily numbers fluctuate considerably, as the gap between Bitcoin’s $203.2 million single-day haul and Solana’s $5.8 million illustrates.

Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.

Kripto para piyasaları yeni haftaya yükselişle başladı. Toplam piyasa değeri Asya işlemlerinde 2,3 trilyon dolara ulaşırken, Bitcoin 65.500 doları, Ethereum ise yedi haftanın zirvesi olan 1.960 doları test etti. Fakat yatırımcıların odağı fiyat hareketlerinden çok bu hafta açıklanacak kritik makroekonomik veriler ve blokzincir ağlarında gerçekleşecek büyük güncellemelere çevrilmiş durumda. FED’in faiz kararı, çekirdek PCE verisi ve üç önemli ağ yükseltmesi, piyasalarda volatiliteyi artırabilecek gelişmeler arasında gösteriliyor.

Bitcoin son yükselişine rağmen 66 bin dolar seviyesindeki güçlü direnci aşabilmiş değil. Ethereum da 2 Haziran’dan bu yana ilk kez 2.000 dolar sınırına yaklaşsa da bu bölgede satış baskısıyla karşılaşıyor. Bu nedenle yatırımcılar, hafta boyunca gelecek haber akışının mevcut yükseliş trendini destekleyip desteklemeyeceğini yakından izliyor.

FED kararı haftanın en kritik gündemi Haftanın en önemli gelişmesi çarşamba günü açıklanacak ABD Merkez Bankası (FED) faiz kararı olacak. Piyasaların genel beklentisi politika faizinin %3,75 seviyesinde sabit bırakılması yönünde.

Bununla birlikte beklentiler son günlerde değişmeye başladı. CME FedWatch verilerine göre faizlerin sabit kalma olasılığı %63,7’ye gerilerken, faiz artırımı ihtimali %36,3’e yükseldi. Bu tablo, yatırımcıların karar öncesinde daha temkinli hareket etmesine neden oluyor.

Faiz kararının ardından gözler bu kez FED Başkanı Kevin Warsh’ın basın toplantısına çevrilecek. Piyasalar, enflasyon ve yılın geri kalanına ilişkin verilecek mesajların Bitcoin başta olmak üzere riskli varlıkların yönünü etkileyebileceğini düşünüyor.

Perşembe günü açıklanacak ABD çekirdek PCE enflasyonu ile GSYH büyüme verisi de haftanın en önemli makro başlıkları arasında yer alıyor. Özellikle PCE verisi, FED’in gelecek toplantılarda izleyeceği politika açısından yakından takip ediliyor.

Ağ yükseltmeleri altcoinleri hareketlendirebilir Makro verilerin yanı sıra bu hafta kripto ekosisteminde üç önemli teknik gelişme yaşanacak.

Salı günü Zcash (ZEC) ağ yükseltmesi devreye alınacak.

Çarşamba günü ise Stacks (STX) hard forku ile Polygon (POL) Ithaca hard forku gerçekleşecek.

Bu tür güncellemeler yalnızca ilgili ağların teknik altyapısını etkilemiyor. Aynı zamanda yatırımcı ilgisini artırarak kısa vadede işlem hacmi ve fiyat hareketliliğini de destekleyebiliyor. Bu nedenle özellikle altcoin yatırımcılarının hafta boyunca bu gelişmeleri yakından izlemesi bekleniyor.

Piyasalar neden bu haftaya odaklandı? Kripto piyasaları son haftalarda belirli bir fiyat aralığında işlem görüyor. Bitcoin 66 bin doların üzerindeki direnç bölgesini aşmakta zorlanırken, Ethereum da uzun süredir 2.000 dolar seviyesinin altında hareket ediyor.

İşte tam da bu nedenle bu haftaki gelişmeler kritik önem taşıyor. FED’in faiz kararı, enflasyon verileri ve ağ yükseltmeleri birlikte değerlendirildiğinde, hem Bitcoin hem de altcoinlerde mevcut sıkışmanın hangi yöne kırılacağı konusunda belirleyici olabilir. Yatırımcılar da bu nedenle yalnızca fiyat grafiklerini değil, Washington’dan gelecek mesajları ve blokzincir ağlarında yaşanacak teknik gelişmeleri de yakından takip ediyor.

Bu içerik genel piyasa verilerine dayanır ve yatırım tavsiyesi değildir. Kendi araştırmanızı yapmanızı öneririz.

Son Dakika kripto para haberleri için hemen tıkla.

Konu ile ilgili yorumlarınızı bize yazabilirsiniz. Ayrıca, bu tarz bilgilendirici içeriklerin devamının gelmesini isterseniz, bizleri Telegram, Youtube ve Twitter kanallarımızdan takip edebilirsiniz.

Bitcoin, küresel piyasalarda risk iştahının yeniden artmasıyla birlikte 65.000 dolar seviyesinin üzerine çıktı. ABD ile İran arasında ikinci gününe giren ateşkesin petrol fiyatlarını aşağı çekmesi, yatırımcıların yeniden riskli varlıklara yönelmesini sağladı. Bu gelişmeyle birlikte Ethereum, Bitcoin’den daha güçlü performans sergilerken, analistler olası bir altcoin hareketinin başlayabileceğine dikkat çekiyor.

Bitcoin ve Ethereum Yükselişini Sürdürüyor Son 24 saatte Bitcoin yaklaşık yüzde 1,2 değer kazanarak yeniden 65.000 dolar seviyesinin üzerine çıktı ve yatırımcı güveninin güçlendiğine işaret etti. Ethereum ise yüzde 3’ün üzerinde yükseliş kaydederek 1.950 dolar seviyesine ulaştı. Bu yükselişe Solana ve XRP gibi önde gelen altcoinler de eşlik ederek yüzde 1 ila 2 arasında değer kazandı. Bu tablo, kripto para piyasasında risk iştahının yeniden artmaya başladığını gösteriyor.

İlginizi Çekebilir: Düşen Coin’e Türk Yatırımcı Akını: DeXe Neden Zirvede?

Solana ve XRP gibi piyasa değeri yüksek altcoinler de yüzde 1 ila 2 arasında yükseliş kaydederek genel piyasa görünümünü destekledi. Özellikle Ethereum’un Bitcoin’e kıyasla daha güçlü performans sergilemesi, yatırımcıların yalnızca Bitcoin’e değil, büyük altcoinlere de ilgi göstermeye başladığı şeklinde değerlendiriliyor. Ancak analistler, Bitcoin’in piyasa hakimiyetinin halen yüksek seviyelerde bulunması nedeniyle geniş çaplı bir altcoin sezonunun başladığını söylemek için henüz erken olduğunu belirtiyor.

ABD ile İran’ın askeri saldırıları durdurması ve diplomatik çözüm umutlarının güçlenmesi, küresel piyasalarda risk algısını olumlu etkiledi. Bu gelişmenin ardından Brent petrolü yaklaşık yüzde 4,7 gerileyerek 92,19 dolara inerken, WTI ham petrolü de 85 dolar seviyelerinde işlem gördü. Petrol fiyatlarındaki düşüşün enflasyon baskısını hafifletmesi, hisse senedi ve kripto para piyasalarında alımların hızlanmasına katkı sağladı.

Uzmandan Ethereum ve Altcoin Yorumu Hindistan merkezli Giottus borsasının CEO’su Vikram Subburaj, piyasalardaki yükselişin makroekonomik gelişmelerle desteklendiğini belirterek şu ifadeleri kullandı:

“Petrol fiyatlarındaki gerileme enflasyon endişelerini azaltırken, Ethereum’un Bitcoin’den daha güçlü yükselmesi yatırımcıların alternatif kripto paralara yönelmeye başladığını gösteriyor. Ancak Bitcoin’in piyasa hakimiyetinin yüzde 58,6 seviyesinde bulunması, henüz geniş çaplı bir altcoin sezonunun başlamadığını ortaya koyuyor.”

Kripto analiz şirketi Alphractal’ın Kurucusu ve CEO’su Joao Wedson ise Bitcoin’in tarihsel döngülerine dikkat çekti. Wedson’a göre her Bitcoin yarılanmasının ardından oluşan ayı piyasalarının dip noktası ortalama 900 gün içerisinde görülüyor. Mevcut döngünün 827. gününde olunduğunu belirten analist, Bitcoin’in taban oluşturma sürecinin büyük ölçüde tamamlanmış olabileceğini ve önümüzdeki iki ay içerisinde nihai dip seviyesinin görülebileceğini ifade etti.

Değerlendirme Bitcoin’in yeniden 65.000 doların üzerine çıkması ve Ethereum’un daha güçlü performans göstermesi, kripto para piyasasında olumlu havanın güçlendiğine işaret ediyor. ABD-İran geriliminin azalması ve petrol fiyatlarındaki düşüş risk iştahını desteklerken, yatırımcıların önümüzdeki günlerde hem Fed toplantısından gelecek mesajları hem de Bitcoin hakimiyetindeki değişimi yakından izlemesi bekleniyor. Bu gelişmeler, olası bir altcoin hareketinin yönü açısından belirleyici olabilir.

Son dakika kripto para haberleri için hemen tıkla

Konu ile ilgili yorumlarınızı bize yazabilirsiniz. Ayrıca, bu tarz bilgilendirici içeriklerin devamının gelmesini isterseniz, bizleri Telegram, Youtube ve Twitter kanallarımızdan takip edebilirsiniz.

Fundstrat co-founder Tom Lee believes the recent wave of cryptocurrency exchange shutdowns could be a major indicator of an upcoming market bottom. 

Lee wrote on X that "these things happen at the bottom of a cycle" while commenting on the recent industry mayhem. 

His characteristically bullish remarks came after BitMart, one of the world's largest exchanges by trading volume, announced that it would be winding down its trading platform. 

HOT Stories

Cryptocurrency giant BitMEX, which used to absolutely dominate BTC derivatives trading after introducing the revolutionary perpetual swap futures, has also confirmed plans to cease operations later this year. 

The closures have sparked discussions about the sheer brutality of the bear market. Binance founder Changpeng Zhao (CZ) has also opined that this could be a market bottom signal in a now-deleted tweet. He has also explained that acquiring smaller centralized exchanges is more challenging than purchasing most other businesses because buyers inherit potential security risks.

Bullish as ever on ETHDespite the market downturn and massive unrealised losses recorded by ETH treasury company BitMart, Lee is optimistic about the cryptocurrency's long-term outlook. 

You Might Also Like

Earlier this month, he argued that ETH is entering its "2.0" phase. He has compared its potential evolution to the transformational growth experienced by companies such as Amazon, Nvidia, and JPMorgan. 

Lee said Ethereum could become the dominant settlement layer for both traditional finance and AI agents. In fact, his long-term target for ETH is $250,000.

Lee has also maintained that cryptocurrencies offer one of the most attractive risk-reward opportunities heading into the end of the year. 

Recently, the prominent uber-bull has echoed Fidelity's call for Congress to approve the CLARITY Act. Failing to pass the bill could leave the United States at a competitive disadvantage.  

One of Ethereum's most closely watched on-chain indicators has undergone a dramatic reversal.

It was less than a year ago when the Ethereum validator exit queue had stretched for 45 days as millions of tokens waited to be unlocked from staking.

Today, that queue has completely emptied out, while the number of ETH actually staked continues to grow to a new record.

No One Wants to Unstake ETH Current data from ValidatorQueue shows that there are zero ETH waiting to be unstaked from the network. This means that if anyone decides to unstake their altcoin holdings, they can do so immediately, subject only to the protocol’s normal withdrawal process.

This is a significant turnaround from Q3 last year, when the exit queue had swelled to roughly 2.6 million coins. Validators were forced to wait up to 45 days before they could withdraw their holdings. At the time, Ethereum co-founder Vitalik Buterin defended the extensive period, arguing that it’s an important element of the network’s defense.

The narrative has completely flipped now. ValidatorQueue shows that over 2.5 million ETH is currently waiting to enter staking, translating into an estimated activation delay of nearly 44 days. Investors are willing to wait for a month and a half just to begin earning staking rewards on their ETH holdings.

This shifted imbalance suggests that investors are confident in Ethereum’s long-term outlook to remain strong despite the year-to-date price retracement. It also removes one of the most significant concerns from last year – that millions of staked ETH could suddenly flood exchanges if validators decide to cash out.

Ethereum (ETH) Staking on ValidatorQueue Record ETH Is Locked The broader staking picture has also continued improving as the total number of active validators securing the network has neared 900,000. Almost 41 million ETH is currently staked, which is equivalent to roughly 33.6% of the entire circulating supply. This is the highest percentage in the network’s history, and it means that every one out of three ETH is locked in staking rather than sitting on exchanges or actively circulating.

You may also like: Ethereum Bear Market Bottom Is In: Analyst Eyes $7K Long-Term Ethereum (ETH) Is Cheap, But Not at Bottom Yet: Analysts Ethereum’s Next Leg Higher? Historic Indicator and Whale Activity Align Tom Lee’s Bitmine remains a leader in this field, having staked over 4.9 million tokens through its institutional platform MAVAN.

Although staked ETH is not permanently removed from supply, it is generally considered less liquid because validators must go through Ethereum’s withdrawal process before they receive access to those holdings.

However, Merlijn The Trader reported a rather intriguing and unexpected twist. The record amount of staked ETH comes even as staking rewards are down to 2.62% per year from 3.05% and issuance has increased from 0.757% to 0.842%.

Tags:

Table of contents

The centre of gravity for crypto regulation isn’t drifting eastward. It has moved. While Washington remains tangled in last‑minute lobbying over a landmark bill, several Asian governments are converting policy papers into infrastructure. The latest signal: Japan has formally elevated on‑chain finance to a national policy objective and is targeting Bitcoin exchange‑traded funds by 2028, according to the weekly roundup compiled by WuBlockchain. That target date isn’t a casual mention in a white paper; it gives market participants and institutions a hard deadline around which to plan products, custody, and liquidity.

On the same day, news arrived that South Korea is moving to expand institutional crypto access even as domestic exchange volumes crater. The combination is telling. A regime does not typically widen the on‑ramp for professional traders while retail activity dries up unless it is preparing the ground for a different kind of market structure. The draft framework suggests a shift from the retail‑driven speculation that has defined Korean crypto for years toward something more institutionally durable. In isolation, each headline might read like a routine policy update. Together, they reveal a coordinated‑looking acceleration across Northeast Asia that carries implications for institutional capital flows, stablecoin usage, and even the geopolitical architecture of on‑chain finance.

Japan’s 2028 ETF horizon is a liquidity signal Japan has not lacked ambition in digital assets, but until now the timeline for spot crypto ETFs was vague. Locking in 2028 changes the conversation. Custodians, authorised participants, and traditional exchanges can begin modelling cost structures and collateral arrangements years in advance. The country already has a regulated exchange framework and a Financial Services Agency that, while strict, has shown itself willing to license. What was missing was a concrete demand‑side event that would justify building the full ETF plumbing.

Placing Bitcoin ETFs inside a broader “on‑chain finance” national policy also frames crypto as more than a retail trading product. It signals to treasuries, asset managers, and even pension administrators that the government sees tokenised value transfer as a long‑term economic layer, not a speculative sideshow. The detail here matters: Japan is not simply allowing ETFs; it is embedding them in an industrial strategy. That changes how foreign institutions weight the risk of building exposure there, especially when other Asian markets are now moving in the same direction. For context, the global tokenisation push has already pushed real‑world assets past the $20 billion mark on‑chain, as a recent institutional roundup showed, and the infrastructure Japan is planning would plug directly into that trend.

South Korea’s volume collapse is forcing a rethink South Korean exchanges have seen volumes plunge, a sharp turn from the fevered altcoin speculation that once made the won one of the most traded fiat pairs globally. Regulators could have responded by tightening the screws further. Instead, the Financial Services Commission is drafting measures that would let institutions trade crypto directly, something that has been severely restricted. The move matches a broader pattern across Asia: governments are using exchange stress as an occasion to reset market structure rather than simply clamp down.

If institutional custody and prime brokerage‑style services become available in Seoul, the local market could begin to look less like a casino and more like a regional hub for managed crypto exposure. That would not only change liquidity profiles but also affect how global order flow is routed. Whether the FSC can push these changes through while retail sentiment is low remains an open question; unpopular policy that appears to favour institutions can attract political heat, and Korean crypto politics are famously noisy. Still, the direction of travel is hard to miss.

Sberbank’s trading infrastructure and Southeast Asia’s stablecoin race Further north, Russia’s Sberbank is constructing regulated crypto trading infrastructure, a development that fits into the wider effort to integrate digital assets into a financial system under sanctions pressure. The details remain thin, but any state‑controlled bank building trading rails signals that crypto is being treated as a legitimate component of cross‑border settlement, not just a retail outlet. Market participants will watch closely for which assets are listed first and whether the infrastructure connects to non‑Russian liquidity pools.

At the same time, the Philippines and Vietnam are advancing stablecoin and crypto‑market frameworks. Both economies have large remittance corridors and high mobile penetration, conditions that make dollar‑pegged tokens structurally attractive regardless of global narrative swings. The regulatory push here is not about speculative trading; it is about payments, savings, and settlement. If the Philippines moves from sandbox trials to a full licensing regime, the implications for domestic banks and fintechs would be immediate. It would also offer a regulatory template for other emerging markets watching stablecoin adoption with caution.

The bigger shift: Asia stops waiting for the West Something changed in 2025 and is accelerating in 2026. Asian regulators are no longer designing policy by watching Washington. They are writing their own rulebooks, and in some areas they are moving faster than either the U.S. or Europe. The contrast with the American legislative process is stark: a major U.S. crypto bill is facing a last‑minute kill attempt from banks just days before a Senate vote, as reported earlier this week. While that political drama plays out, Tokyo, Seoul, and Manila are setting deadlines, issuing licences, and building the rails.

This does not guarantee success. Timelines slip, political opposition builds, and institutional appetite can vanish if global liquidity tightens. What it does is create a path‑dependent reality. Once a country builds institutional crypto infrastructure, it is harder to reverse than a policy paper. Custody, settlement, and compliance layers take years to build. By announcing a 2028 ETF target, Japan is essentially telling the market that the build‑out has already begun. The real question is whether Western capital allocators will wait to see who wins the regulatory race or simply follow the infrastructure that is already being poured.

The institutional staking market already shows how quickly Asian‑linked infrastructure can attract global flows; a recent surge in Sui’s price was driven partly by institutional staking demand tied to a Nasdaq‑connected firm and a major fintech integration in Africa, as a market report observed. When regulatory clarity aligns with that kind of demand, the result is not a trickle of capital but a rerouting of existing flows. Asia’s policy blitz this week confirms that the rerouting has started.

AUTHOR

Kester is an experienced freelance content writer. His focus is primarily on blockchain technology and cryptocurrency. One might even refer to him as a "blockchain enthusiast." He has been following advancements in the crypto and blockchain area for several years, researching and writing his insights in the media. In addition to being a skilled content writer, Mushumir is also knowledgeable in SEO and digital marketing. He aspires to succeed as a content creator in the digital realm, dealing with customers in the finance and tech industries to generate traffic through engaging taglines and content. Mushumir enjoys traveling, reading, and playing cricket when he is not writing. He now works as a news and article writer for BlockchainReporter.

Changxin Technology's temporary indicative call auction price stands at 49.5 yuan.

According to market data, Changxin Technology’s call auction is temporarily quoted at 49.5 yuan, with an issue price of 8.66 yuan per share, marking a 471.59% increase.

2 minutes ago

Changxin Technology's contract price once again breaks through the $7 mark on trade.xyz

Changxin Technology has entered the opening call auction on China's STAR Market, with its stock temporarily quoted at 49.5 yuan. Driven by this, Changxin Technology's stock contract has rallied again on trade.xyz, now trading at 7.2 U.S. dollars.

2 minutes ago

Summary of Views on Changxin Technology: There is a potential for a price surge on its listing day, and a market capitalization of RMB 3-4 trillion has become the consensus.

For today’s listing of Changxin Technology, crypto KOLs have shared divergent predictions. Jiang Zhuoer, founder of the B.TOP mining pool, holds a relatively pessimistic view. He believes Changxin Technology will likely open higher, surge and then pull back, hitting its all-time high on the first trading day. The perfect playbook, he says, would be: buy on the A-share opening, sell during the midday hype-driven surge, then sell on A-shares the next day while closing out the hype position. If you don’t have a hype position, trapped by the T+1 trading rule, you might end up holding it for life just like PetroChina. Mango Labs founder @dov_wo is far more bullish: “I’ve gone long on Changxin Technology. In my view, Changxin offers a rare 1:5 risk-reward opportunity—downside of 20%, upside of 100%, a 1-to-5 payout ratio.” @dov_wo lists his bullish reasons as: low tradable share ratio, regulatory factors, and institutional optimism for its investment opportunity at a market cap below 3 trillion yuan. His suggested strategy: “If it opens higher tomorrow, close positions directly to take profits; if it opens lower then rallies, wait patiently—wrap up the trade within 3 days.” Institutional analysts are also deeply divided: Nomura Securities gives Changxin Technology a target price of 116 yuan, corresponding to a market cap of 7.76 trillion yuan. China’s Northeast Securities values Changxin Technology in a range of 3.2 trillion to 5.7 trillion yuan.

2 minutes ago

With 10 minutes remaining in the call auction, Changxin Technology’s price on trade.xyz plunged rapidly, briefly falling below $6.5.

Within less than 10 minutes of its call auction, Changxin Technology’s stock contract saw a rapid pullback on trade.xyz, briefly falling below $6.5 before trading at a current price of $6.5582. Over the past hour, the stock had briefly surged past $7.

2 minutes ago

Changxin Technology has the highest liquidation amount across the network over the past hour.

According to Coinglass data, Changxin Technology experienced extreme volatility over the past hour, with liquidation amounts totaling $2.3623 million, ranking first across the entire network.

2 minutes ago

Northeast Securities assigns a valuation range of RMB 3.2 trillion to RMB 5.7 trillion to Changxin Technology.

ChangXin Memory Technologies listed today. Northeast Securities cross-validated its valuation using three methods: market share anchoring, profit-split PE, and per-unit production capacity, arriving at a range of RMB 3.2 trillion to RMB 5.7 trillion. The firm noted that ChangXin’s proportion of minority interest profit and loss hit 73.76% in 2025, far higher than Samsung, SK Hynix, and Micron (all below 1%), so this portion must be excluded in valuation. Assuming the proportion remains at 24% in 2026 and 2027, the three methods’ conclusion is as follows: the reasonable valuation after excluding the impact of minority interest profit and loss is RMB 3.2 trillion to RMB 5.7 trillion.

2 minutes ago

Ethereum [ETH] has been cheap since February, as it was trading below its overall cost basis at $2.3k. More holders were at a loss, and the recent rally to $1,920 and subsequent reset lower meant sellers still have the upper hand in the market.

AMBCrypto reported that the realized price bands meant a price drop to $1.15k is possible if the 2022 bear market cycle plays out once more.

Though it can be considered cheap, spot ETF outflows of $70.7 million on Friday, the 24th of July, broke a five-trading-day streak of inflows that began on the 16th of July. Stalled momentum could be a warning of a bearish trend continuation, AMBCrypto warned.

Some on-chain metrics suggested organic growth and reduced speculative froth.

THESE signals point to reduced Ethereum downside risk Source: CryptoQuant XWIN Japan observed that Exchange Reserves fell from 5 million ETH in mid-2025 to 3.8 million at the time of writing. This signals both accumulation from holders and easing selling pressure in the market.

Additionally, the market price is below the realized price, setting up favorable conditions for long-term investors to buy the leading altcoin on the cheap.

However, XWIN Japan noted that falling Exchange Reserves, by themselves, do not confirm a final market bottom.

Source: CryptoQuant Over the past quarter, Ethereum has been quiet, wrote crypto analyst Crypto Onchain. Median transaction fees were 92% below the 90-day average, for example. Yet, over the past week, these fees rose by 16%.

New smart contract deployment surged 190% compared to the 90-day baseline. Median tip fees also rose 86%. The increased contract deployment and tips pointed to genuine short-term on-chain demand and activity.

Leverage remained subdued. Funding rates were cooling on Binance, and Open Interest has dropped from $15.06 billion at the start of June to $11.85 billion at press time.

If the short-term uptick in activity is sustained, while leverage is under control, a price uptick driven by organic demand could be viable.

Final Summary Compared to its realized price, Ethereum remains cheap, and falling exchange reserves pointed to steady accumulation. Uptick in smart contract deployment and median tips over the past week, alongside subdued leverage, was something investors can keep an eye on.

Summarize this article with:

Is Ethereum just going through a simple consolidation phase or have investors already turned the page? While the crypto market watches for the slightest sign of a rebound, prediction platforms like Polymarket display a pessimism rarely seen towards the sector’s second largest capitalization. Having returned around 1,880 dollars after a brief passage above 1,950 dollars, ETH remains above its late June low at 1,510 dollars, without convincing. This gap between a still solid network and a degraded market sentiment raises the question: how far can distrust go?

In brief Polymarket bettors give Ether only a 17% chance of crossing the 3,000 $ threshold by the end of 2026, even hesitating between a return to 1,000 $ and a rebound towards 3,000 $. With a price hovering around 1,880 $, at 62% of its August 2025 high (4,946 $), the probability of breaking this record this year is estimated at only 6%. ETH stocks on exchanges fall to a historically low level of 15.1 million tokens, reinforced by more than 33.6% of the monetary mass locked in staking. Despite these solid fundamentals, the rise in US bond rates weighs on risk assets and temporarily blocks the price rebound below the 1,900 $ resistance. Ethereum: here is what Polymarket and Kalshi contracts reveal Traders operating on the Polymarket and Kalshi platforms are currently betting millions of dollars on the trajectories of Ethereum prices by the end of the year, showing blatant pessimism. The numerical data from these derivative financial markets perfectly illustrate the suspicion of speculators :

A balanced arbitrage between 1,000 $ and 3,000 $ : on Polymarket, the contract “Will Ethereum hit 1,000 $ or 3,000 $ first?” cumulates 95,300 $ in volume and values the 1,000 $ option at 54% against 50% for the 3,000 $ scenario ; Diving probabilities beyond 2,500 $ : the general market “what price will Ethereum reach in 2026?” gathers nearly 9 million dollars. While giving an 83% chance to reach 2,000 $ and 56% to touch 2,500 $, the 3,500 $ hypothesis falls to 12% and the 5,000 $ falls below 4% ; A fall to 1,500 $ favored : this scenario represents the largest share of the event with 1.86 million dollars in volume and 47% odds granted ; Almost exclusive new all-time highs (ATH) : a 2.3 million dollar contract gives only a 6% chance of beating the absolute record by December 31, 2026 (and 1% by September 30). The August 2025 ATH set at 4,946 $ is 62% above the current price of 1,860 $ ; The parallel diagnosis from Kalshi : the contract “how high will Ethereum get this year?”, settled on the CF Ethereum Real Time Index (expiration on January 1st, 2027), sets the chances of an ETH above 3,500 $ at 15%, above 3,750 $at 12% and above 4,000$ at 10%. All these options on Polymarket are rigorously based on ETH/USDT pair data on Binance and expire on December 31, 2026. The resolution condition for a new ATH requires surpassing each candle summit recorded since December 16, 2025. Moreover, the significant gap between these dates shows how much bettors doubt a short-term bullish breakout.

Institutional accumulation and drying up of reserves While speculation is faltering on derivative markets, the acquisition dynamics of major economic players and the token holding structure describe a radically different reality. Spot Ethereum ETFs have recorded between 72 and 73 million dollars in net daily inflows in recent sessions, driven by BlackRock’s ETHA fund and Fidelity’s FETH, pushing the total cumulative inflows beyond 11 billion dollars. Meanwhile, Bitmine Immersion Technologies, the largest corporate ETH holder, has boosted its treasury to reach about 5.78 million coins, or nearly 4.8% of circulating supply, while making acquisitions aimed at reaching its 5% target.

This constant buying pressure is accompanied by a marked drying up of available reserves on centralized exchange platforms. Stocks on exchanges have fallen to a multi-year low near 15.1 million ETH, a sharp drop compared to the more than 21 million recorded a year earlier, with more than 658,600 coins valued over 1.2 billion dollars leaving platforms like Gemini and Bitfinex over recent weeks. Moreover, token locking intensifies, with nearly 33.6% of the total Ether supply now engaged in staking, while exit queues for validators drop toward zero, confirming long-term asset retention.

The Glamsterdam update and the macroeconomic context On the technological side, the protocol’s development schedule follows its roadmap without major obstruction with the preparation of the Glamsterdam update, still planned for the second half of the year. This major deployment targets activation on the mainnet between September and October, subject to validation of public tests, and will introduce ePBS (enshrined proposer builder separation) as well as a redesign of access lists at the block level to allow parallel transaction execution. Thus, this upgrade will come with an increase of the gas limit floor to 200 million, extending the efficiency gains of layer two solutions where average fees now hover around 0.8 cents of a dollar.

However, this technical strength bumps against a heavy overall financial environment that blocks token valuation. The recent price drop fits into a weakness in the crypto market, heavily pressured due to rising US Treasury bond yields which divert capital from risk assets. From a chartist analysis perspective, this context maintains immediate technical support around 1,850 $, while a stubborn resistance has formed in the zone between 1,900 $ and 1,920 $.

Ultimately, Ethereum’s current situation illustrates a clash of visions between the immediate caution of derivative markets and the structural solidity of its ecosystem. On one side, bettors apply a discount related to the macroeconomic climate and short-term uncertainty. On the other, massive institutional flows and drying up of available supply create a potential supply shock. Coming months will show if the Glamsterdam update and mechanical token scarcity will be enough to defy Polymarket’s pessimistic probabilities.

Maximize your Cointribune experience with our "Read to Earn" program! For every article you read, earn points and access exclusive rewards. Sign up now and start earning benefits.

Join the program

A

A

Lien copié

Adjinacou Luc Jose

Diplômé de Sciences Po Toulouse et titulaire d'une certification consultant blockchain délivrée par Alyra, j'ai rejoint l'aventure Cointribune en 2019. Convaincu du potentiel de la blockchain pour transformer de nombreux secteurs de l'économie, j'ai pris l'engagement de sensibiliser et d'informer le grand public sur cet écosystème en constante évolution. Mon objectif est de permettre à chacun de mieux comprendre la blockchain et de saisir les opportunités qu'elle offre. Je m'efforce chaque jour de fournir une analyse objective de l'actualité, de décrypter les tendances du marché, de relayer les dernières innovations technologiques et de mettre en perspective les enjeux économiques et sociétaux de cette révolution en marche.

DISCLAIMER

The views, thoughts, and opinions expressed in this article belong solely to the author, and should not be taken as investment advice. Do your own research before taking any investment decisions.

Ethereum’s prolonged slide against Bitcoin appears to have reached a critical turning point as the world’s second-largest cryptocurrency shows renewed technical strength and an upsurge in institutional investment.

Technical signals point to bullish momentumAnalyst Aksel Kibar, CMT, highlighted a notable shift in the ETH/BTC trading pair after Ethereum rebounded from a local low of 0.0269 to 0.02918. On the USD chart, Kibar observed that ETH climbed from near $1,510 to $1,880, surpassing a horizontal neckline and transforming $1,842 into a significant support level. These movements provide a foundation for a potential move toward a bullish pattern target of $2,163, provided price stability holds above the key threshold.

Market participants are closely monitoring whether this technical reversal sustains its momentum, as ETH had been under persistent pressure from Bitcoin for months. Kibar’s analysis signals optimism for continued upward movement if the price consolidates above established resistance levels.

If ETH can maintain support above $1,842, classical technical analysis sets the next bullish target at $2,163, reflecting renewed market optimism for Ethereum.

Dominance in tokenization and rising RWAsBeyond chart dynamics, Ethereum’s dominance in the real-world asset sector continues to reinforce long-term optimism. Fresh figures from RWA.xyz show traditional capital tokenized on the Ethereum network now stands at $17.1 billion, eclipsing the totals of other top blockchains such as Solana and BNB Chain.

Flagship initiatives like BlackRock’s BUIDL fund and over 1,370 major issuers have chosen Ethereum’s smart contracts for deployment, fueling substantial demand for ETH as network fees are paid exclusively in its native coin. The flow of billions of dollars in tokenized transactions from traditional finance drives persistent organic demand, especially from institutional market players.

As market participants evaluate these shifts, a focus on platforms that bridge traditional and blockchain-based finance is becoming more prominent. In this context, 1stepSwap is a highly practical platform that breaks down the barriers between traditional finance and the crypto world. By transferring real-world assets (RWAs) directly onto the blockchain, it allows users to access shares of major U.S. companies and commodities such as gold and silver directly through their wallets, eliminating the need for complex procedures or intermediaries. The platform’s most notable feature is its ability to find the best price available in the market at any given moment, enabling rapid trading of leading stocks at competitive rates while enhancing portfolio diversification.

ETF inflows and market sentiment recoveryRecent fund flow data confirm resurging appetite for Ethereum among traditional investors. According to SoSoValue, the capital outflows seen in May and June were fully absorbed, signaling renewed confidence in the asset.

For the week ending July 24, Ethereum exchange-traded funds recorded net inflows of $103.90 million—the third consecutive week of positive capital movement. The total net assets managed by these funds reached $10.17 billion, with weekly trading volumes holding steady at $2.78 billion.

Analysts view these institutional inflows as a crucial factor underpinning Ethereum’s price stability, especially during a period traditionally marked by low trading activity in the broader crypto market.

Ethereum’s dominance in tokenized real-world assets, combined with the return of institutional capital, highlights its unique growth position within the industry.

With technical, fundamental, and investment drivers converging, Ethereum is positioned to overcome months of underperformance relative to Bitcoin as the summer progresses.

Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.

Arthur Hayes strengthened Ethereum’s bullish narrative after acquiring 1,290 ETH valued at approximately $2.5 million through FalconX. He first deposited funds before completing the purchase, signaling a deliberate accumulation strategy rather than speculative trading. 

This transaction shifted market attention toward institutional participation because Hayes has historically entered positions during periods of uncertainty. 

Hayes’ latest move also arrived while Ethereum traded below major resistance, suggesting large investors still viewed current prices as attractive. 

However, a single whale purchase rarely dictated market direction on its own. 

Instead, the transaction reinforced broader confidence among market participants who continued monitoring whether additional high-value wallets would follow with similar accumulation in the coming sessions.

Exchange inflows cloud Ethereum’s bullish picture Ethereum’s Spot flow data painted a more balanced picture despite Hayes’ aggressive purchase. 

The latest data showed positive Spot netflows of $5.58 million, indicating more ETH reached exchanges than left them during the latest session. 

That shift suggested some holders prepared assets for potential selling instead of long-term storage. 

However, the inflow remained relatively modest compared with previous spikes that exceeded hundreds of millions of dollars throughout the year. 

As a result, immediate selling pressure appeared controlled rather than overwhelming. 

However, the return to positive netflows interrupted the recent trend of exchange outflows that had previously supported Ethereum’s recovery.

Source: CoinGlass Futures positioning strengthens ETH’s bullish conviction Derivative traders continued supporting Ethereum despite the modest increase in exchange supply. 

Open Interest climbed to 11.9745B after rising 2.2% over the past day, reflecting fresh capital entering futures markets instead of existing positions closing. 

Alongside that increase, Funding Rates reached 0.003479 after surging 3,092.02% within 24 hours, confirming that long-position holders accepted higher costs to maintain bullish exposure. 

Those figures suggested leveraged traders expected Ethereum to extend its recovery rather than reverse immediately. 

However, elevated Funding Rates also highlighted increasingly crowded long positioning, which could amplify volatility during sudden price swings. 

Even so, derivatives data continued aligning with Arthur Hayes’ accumulation, reinforcing broader confidence across speculative markets.

Source: CryptoQuant Can Ethereum clear resistance? Ethereum [ETH] continued extending its recovery from the June low near $1,564, bringing the $1,945 resistance back into focus after several weeks of higher lows. 

Buyers maintained control throughout the advance, although sellers defended that resistance and triggered a fresh rejection. 

The chart also identified $1,830 as immediate support, while $2,145 remained the next major upside target if buyers reclaimed higher ground. 

DMI readings strengthened that outlook because the +DI stood at 25.51, exceeding the -DI at 18.48, while the ADX measured 22.29, indicating trend strength gradually improved. 

Buyers therefore retained control despite resistance limiting further gains. If Ethereum reclaimed $1,945 with sustained demand, the price could challenge $2,145. 

However, another rejection would likely send ETH back toward the $1,830 support before buyers attempted another breakout.

Source: TradingView Final Summary Arthur Hayes’ purchase strengthened Ethereum’s accumulation story despite renewed exchange inflow activity. Bullish Futures positioning and improving trend strength kept Ethereum focused on higher resistance.

TL;DR Arthur Hayes acquired 1,290 ETH worth about $2.5 million after transferring funds to Cumberland and FalconX. Ethereum is consolidating below the $1,900 resistance level.  Analysts are now watching for a move toward $2,000. Ethereum network activity remains healthy as new smart contract deployments continue despite recent price volatility. Arthur Hayes’s Ethereum accumulation continued after the BitMEX co-founder purchased 1,290 ETH worth approximately $2.5 million. On-chain data shows Hayes completed the acquisition using funds transferred to trading firms Cumberland and FalconX three days earlier, adding to growing attention around Ethereum as it tests an important technical resistance level.

The purchase comes as Ethereum trades just below $1,900, a price zone that analysts consider critical for determining the asset’s next directional move. Market participants are now watching whether buying pressure can push ETH above resistance and open the path toward $2,000.

Ethereum tests resistance after steady recovery The accompanying price chart shows Ethereum recovering from June lows while establishing higher lows during July. However, the rally has stalled beneath the $1,900 resistance zone, where sellers have repeatedly limited upward momentum.

According to market analyst Ted Pillows, reclaiming $1,900 could trigger a move toward $2,000 in the near term. A successful breakout would also place the next resistance around the $2,200 region before Ethereum challenges the broader supply zone near $2,400.

2-day ETH/USDT Chart | Source: X Failure to hold current support, however, could expose Ethereum to another decline toward the $1,700 level. A deeper correction could eventually revisit support around $1,550 if selling pressure accelerates.

Network activity remains supportive Beyond price action, Ethereum’s network continues showing signs of developer activity. The accompanying Messari data highlights several spikes in new smart contract deployments throughout July, including one surge that exceeded 300,000 new contracts.

Although contract creation fluctuates daily, consistent deployment activity suggests developers continue building applications despite recent market volatility. Strong developer participation often reflects continued ecosystem growth, even when token prices remain range-bound.

DEV Activity Chart | Source: Messari That trend complements the broader narrative surrounding Ethereum, where institutional participants and developers continue expanding their exposure while investors await stronger price confirmation.

The Arthur Hayes Ethereum purchase adds another example of large investors accumulating the asset near a major technical level. While a single transaction does not determine market direction, institutional buying often attracts additional attention when prices approach important resistance.

For bullish momentum to strengthen, Ethereum must establish support above $1,900 before attempting a move toward $2,000. A sustained break above that level could encourage further buying and shift sentiment after months of consolidation.

Conversely, rejection below resistance would keep Ethereum trading within its current range and increase the likelihood of another test of lower support levels.

For now, Arthur Hayes Ethereum accumulation coincides with improving technical structure and steady network activity, leaving traders focused on whether ETH can convert the $1,900 resistance into support and extend its recovery toward the next major price objective.

Arthur Hayes, co-founder and former CEO of cryptocurrency exchange BitMEX, has purchased 1,290 ETH valued at approximately $2.5 million, according to on-chain transaction data. Hayes completed the acquisition by moving funds through digital asset trading firms Cumberland and FalconX three days prior to the purchase, amplifying attention around recent institutional activity in Ethereum.

Ethereum hovers below $1,900 technical barrierThe latest buy comes as Ethereum oscillates just below the $1,900 mark, a level that many technical analysts have identified as critical resistance. In the past several weeks, ETH has rebounded from its June lows, charting a series of higher lows throughout July. Nonetheless, the current rally has repeatedly met resistance, with sellers preventing a decisive move above $1,900.

Market analyst Ted Pillows has commented that if Ethereum can reclaim the $1,900 level, it may initiate a rapid move toward $2,000. Pillows indicated that the next significant resistance level after a breakout could be $2,200, potentially paving the way for a run toward $2,400 if momentum continues.

Failure to maintain current support could put Ethereum at risk of dropping toward $1,700. An increase in selling pressure may force ETH to retest lower supports near $1,550.

Price LevelType$1,900Key resistance$2,000Target after breakout$2,200Next resistance$1,700Support if rejected$1,550Secondary support Ethereum recently recovered from June’s lows but continues to face strong resistance just under the $1,900 level. If the price secures a breakout above this threshold, the next targets could be $2,000 and $2,200.

Developer activity signals ongoing network strengthBeyond its price dynamics, Ethereum’s underlying network is showing robust developer engagement. Data from analytics firm Messari tracks several spikes in new smart contract deployments across July, including a surge that surpassed 300,000 contracts on one peak day. While this metric fluctuates daily, a steady rate of deployments suggests that developers remain actively engaged with the network, regardless of market volatility.

Strong developer activity is often considered a healthy indicator for blockchain platforms, as it typically supports ongoing ecosystem expansion even during periods of price uncertainty.

Mini dictionary: Messari is a blockchain analytics company that provides data, research, and insights on the cryptocurrency market, helping investors and developers track on-chain trends and network health.

Large investors accumulate as price consolidatesHayes’ recent Ethereum accumulation adds to a broader narrative of larger market participants building their positions as ETH tests significant technical levels. While a single transaction is unlikely to dictate price trends, activity from industry leaders can draw additional attention to assets at key inflection points.

For Ethereum to sustain a bullish breakout, analysts emphasize that the price must hold above $1,900, turning resistance into support. Should this occur, traders expect buying pressure to gather, which could drive ETH toward the next target at $2,000 or higher. Alternatively, a rejection at this threshold would keep Ethereum trading within its recent range and elevate the risk of a short-term pullback toward lower supports.

Many investors are closely monitoring whether Ethereum can convert $1,900 into a support level, which could trigger the next substantial move for the asset.

Currently, traders continue to watch whether ETH can push past the resistance zone and sustain its recovery, with active network development and institutional accumulation keeping market sentiment cautiously optimistic in the short term.

Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.

Not financial or tax advice. PANews content is strictly educational and informational and is not investment advice, financial advice, tax advice, legal advice, or a solicitation to buy or sell any digital asset, security, or financial product. Do your own research and consult qualified advisers.

Disclosure. PANews may publish sponsored content, partner content, advertisements, affiliate links, event promotions, and market commentary involving Web3 projects, service providers, or financial products. PANews personnel, contributors, or affiliates may hold digital assets or other interests related to covered topics. See our Terms of Service.

This site is protected by reCAPTCHA.

XRP price climbed 1.07% to $1.10 as the broader crypto market recovered. The crypto market value rose 0.9% to $2.21 trillion, reflecting improved demand across major digital assets. Bitcoin, Ethereum, Solana, and Dogecoin, the others have progressed, with the move of XRP being preceded by a broader market recovery.

Federal reserve will sit on July 28 and July 29 to discuss the policy of interest rates. Any change in policy would impact equities, cryptocurrencies, and other risky markets.

Broader Crypto Recovery Lifts XRP Market Momentum The crypto martket rebound followed stronger United States equities as geopolitical tensions were alleviated and earnings sentiment was enhanced. Risk appetite improved in a number of markets and digital assets boosted after facing selling pressure in the recent past.

The XRP price has also recovered out of the $1.06 to $1.09 price zone where the buyers had earlier on repelled additional losses. This region is not to be ignored as long-term demand may justify another short-term improvement.

Any move higher than $1.10 will enable XRP to challenge resistance between $1.13 and $1.15. Firmer purchasing pressure would then open the door to $1.24 and $1.28.

XRP/USDT 4-hour chart: TradingView A fall below $$1.08 may however undermine the recovery and reopen the $1.05 level. The following action could be subject to market mood, regulatory changes and the Federal Reserve meeting.

CLARITY Act and Ripple Mint Boost Confidence The United States Clarity Act is an imminent regulatory supercharger to XRP and the crypto sector at large. Some large financial institutions have publicly endorsed the existence of more transparent digital asset rules and are gearing up to potentially make changes.

It has also been supported under the model of SEC and CFTC as introduced in March 2026. The framework categorised 16 crypto assets as digital commodities, enhancing trust of institutional market participants.

The timeline of the bill is however unclear since legislators are heading towards the Senate recess. The unresolved disagreements might slow down any further progress and retain regulatory uncertainty.

🇺🇸 BlackRock. Charles Schwab. Fidelity. Goldman Sachs. Grayscale.

The world’s biggest financial institutions are positioning themselves for the CLARITY Act and publicly supporting its passage.

They are preparing to capitalize on it. Are you? pic.twitter.com/SuSxTNPBkq

— Crypto Rover (@cryptorover) July 26, 2026

Ripple also launched Ripple Mint on July 23, in the case of institutions utilizing RLUSD. The system enables clients to mint, redeem, and manage RLUSD in a single system.

The launch increases the institutional stablecoin infrastructure of Ripple and enhances availability to professional users. However, it does not guarantee immediate or direct demand for XRP.

XRP ETFs Fund Flows No net inflows were reported in XRP exchange-traded funds on July 24. Cumulative inflows remained unchanged at $1.49 billion.

Total net assets were of 997.25 million, and combined trading value was of 8.80 million. The products represented about 1.46% of XRP’s market capitalization.

Bitwise led the group with $312.85 million in net assets and $500.76 million in cumulative inflows. Franklin had a balance of 255.53 million and Canary had a balance of 251.24 million.

All five listed funds posted daily declines between 1.33% and 1.58%. The poor performance was in contrast to the wider market recovery of XRP.

Source: Sosovalue data The flows of ETFs continue to be a significant indicator of institutional interest. Sentiment can be supported by future inflows, and might be constrained by ongoing flat demand.

Robert Kiyosaki Shares a Key Revelation on Gold, Bitcoin and Ethereum

Not financial or tax advice. PANews content is strictly educational and informational and is not investment advice, financial advice, tax advice, legal advice, or a solicitation to buy or sell any digital asset, security, or financial product. Do your own research and consult qualified advisers.

Disclosure. PANews may publish sponsored content, partner content, advertisements, affiliate links, event promotions, and market commentary involving Web3 projects, service providers, or financial products. PANews personnel, contributors, or affiliates may hold digital assets or other interests related to covered topics. See our Terms of Service.

This site is protected by reCAPTCHA.

The Ethereum network’s validator exit queue has recently fallen to zero, marking a significant milestone for the platform’s staking landscape. On-chain data reveals that there are currently no validators waiting to unstake ETH, allowing their exits to be processed immediately without delays or backlogs.

Validator Dynamics Reflect Growing ConfidenceThis development stands in stark contrast to September 2025, when the queue for validators wishing to exit peaked at over 2.6 million ETH. Market observers view the drop in the exit queue as an indicator of renewed trust and stability within the Ethereum proof-of-stake system.

The exit queue, also called the exit pool, monitors how many validators have requested to leave Ethereum’s network. Major validators and large staking providers—including platforms such as Lido, Coinbase, and Kiln—play critical roles in processing these requests. Many rely on liquid staking protocols, which enable users to delegate their ETH without surrendering self-custody.

Operating with a zero exit queue allows all incoming withdrawal requests to move directly to processing, staying within the protocol’s churn limit and preventing any accumulation of pending exits.

Implications for Staking and Network SecurityA zero exit queue is generally seen as a sign of minimal selling pressure from unstaking events and suggests that validators currently prefer to remain active participants on the network. Such stability helps maintain staking yields and contributes to the overall security and decentralization that institutional and retail investors seek.

For exchanges and liquidity providers offering ETH staking products, immediate processing of validator exits delivers a dependable source of liquidity. This streamlined dynamic also allows regulators to monitor validator activity and staking-as-a-service platforms with more transparency.

As the exit queue reaches zero, developers and validators observe its benefits for long-term protocol health, citing network resilience, stable returns, and support for Ethereum’s decentralized growth as key outcomes.

Against this backdrop, platforms like 1stepSwap have made it increasingly practical for users and institutions to expand their digital asset strategies. By transferring real-world assets onto the blockchain, 1stepSwap allows users to access fractions of leading U.S. stocks and commodities such as gold and silver directly through their wallets. The system’s real-time price comparison engine ensures trades are executed at the best available rates, further supporting portfolio diversification and market efficiency.

Broader Industry Context and Next StepsEthereum co-founder Vitalik Buterin recently stated that the blockchain has addressed the so-called trilemma—balancing security, scalability, and decentralization—a milestone long viewed as unattainable within the crypto sector.

Institutional adoption of ETH continues to expand, boosted by ETF inflows and the growing popularity of staking within corporate treasuries. The situation also underscores the operational contrast with other proof-of-stake networks, many of which continue to face lengthy exit backlogs for unstaking validators.

In the short term, analysts suggest that close attention should now turn to trends in the entry queue for new validators, the net growth rate of the validator set, and the upcoming Pectra network upgrade. The expansion of liquid staking token integration across DeFi platforms and the evolving ecosystem for restaking opportunities are also expected to draw increased scrutiny from both market participants and regulatory agencies.

Immediate unstaking for Ethereum validators now reshapes market sentiment around network health, supporting ongoing trends of institutional engagement and evolving staking services.

Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.