The pain for Bitcoin [BTC] bulls may be nearing its end.
Notably, Bitcoin’s latest on-chain data suggests the market is entering the final stage of its bearish phase. During this period, investors typically realize heavy losses as they sell below their cost basis. As this selling pressure fades, Bitcoin has historically found a bottom before rebounding.
Supporting this view, Bitcoin’s Realized P/L Ratio has fallen to -0.35, its lowest level in 43 months. The indicator measures realized profits against realized losses. A deeply negative reading shows that losses are dominating, signaling widespread capitulation. In previous market cycles, similar levels have often coincided with major Bitcoin bottoms, making the metric a closely watched signal for long-term investors.
Source: CryptoQuant The shift in ETF flows also supports this view, suggesting that selling pressure may be easing.
In the latest trading session, U.S. spot Bitcoin ETFs recorded $223 million in net inflows, marking a return of institutional demand after recent outflows. Most of the capital flowed into FBTC, which attracted $166 million, followed by ARKB with $91.8 million, indicating that investors are once again allocating capital to BTC through regulated investment vehicles.
This supports the view that Bitcoin may be entering the final stage of its bear cycle. While on-chain data still shows elevated unrealized losses, the return of ETF inflows indicates demand is starting to match supply. If this trend holds, Bitcoin’s $60k support could strengthen, improving the chances of a recovery in Q3.
However, one key metric highlights that the recovery is not yet fully supported.
Bitcoin’s recovery hinges on whether liquidity can catch up The market continues to face a liquidity constraint.
In a typical bull market, stablecoin supply expands as new capital enters the crypto ecosystem. That additional liquidity increases buying power, helping absorb selling pressure and sustain higher prices.
This time, however, the pattern is different. Despite the return of ETF inflows, liquidity continues to contract, with $1 billion+ leaving the market this week alone. Over the past thirty days, the market cap of USDC and USDT have fallen by 3.6% and 2%, respectively, extending a trend that has persisted since November 2025. The divergence suggests that while demand is improving, the market liquidity is not.
Source: CryptoQuant This makes Bitcoin’s leverage profile increasingly important.
Following the recent deleveraging event, Bitcoin has re-entered the “slight leverage” zone, indicating that traders are rebuilding leveraged positions as confidence in a market bottom grows. However, leverage is increasing while market liquidity continues to contract.
If stablecoin liquidity continues to decline, there may not be enough spot demand to support the rally. Therefore, Bitcoin could become more vulnerable to a liquidation-driven correction as leveraged positions build.
As a result, Bitcoin’s Q3 rally could struggle to sustain its momentum, leaving it exposed to sharp pullbacks.
Final Summary Bitcoin’s bottom signals are improving as ETF inflows return and on-chain metrics point to easing selling pressure. Weak liquidity remains the biggest risk. If stablecoin flows don’t recover, Bitcoin’s Q3 rally could struggle to hold its momentum.
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JPMorgan has flagged a structural risk most Bitcoin price prediction bulls haven’t priced in: the same entity driving the most aggressive institutional accumulation on record could, under the wrong conditions, become a forced seller.
That tension is now a live market variable. Bitcoin is consolidating near critical technical support while analysts debate whether Saylor’s $150,000 year-end target or JPMorgan’s more measured models better reflect actual market mechanics, and the answer matters for anyone holding BTC into the second half of the year.
JPMorgan’s warning centers on the Strategy’s financing structure. By layering convertible notes, preferred equity, and at-the-money offerings to fund Bitcoin purchases, Strategy has introduced a scenario where credit stress or equity dilution pressure could flip the company from net buyer to net seller. That’s a non-trivial tail risk given Strategy’s scale.
Saylor’s public posture remains unchanged: $150,000 by year-end, $1 million within four to eight years, $20 million over two decades, but the bank’s concern isn’t about Saylor’s conviction. It’s about what the market structure looks like if that conviction ever gets tested by margin mechanics.
This divergence between corporate accumulation narrative and institutional risk modeling is exactly the kind of signal that tends to matter at inflection points.
Bitcoin’s next directional move may hinge less on Saylor’s next purchase announcement and more on how the market digests that structural overhang. Macro liquidity conditions add another layer of complexity to an already crowded decision tree.
Discover: The Best Token Presales
Bitcoin Price Prediction: Can Bitcoin Price Reach $150K or Is a Drop to $55K the Real Risk?$60,000 is the line to watch. That level is being treated as primary support by analysts tracking Bitcoin’s current consolidation phase. A hold keeps the recovery thesis intact. A breach does not.
The immediate reclaim zone sits between $62,000 and $64,000. Clearing that range with conviction puts $65,000 back in play, followed by $70,000, which has functioned as both resistance and magnet across multiple recent trading cycles.
Volume confirmation matters. Consolidation without volume expansion is noise, not signal.
Source: BTCUSD / TradingviewBitcoin holding $60,000 and reclaiming $64,000 on volume reasserts the Saylor accumulation narrative as the dominant market frame. JPMorgan’s $170,000 short-term target and eventual $266,000 gold-parity estimate became the base case for institutional positioning.
If neither side takes control, a sideways grind between $60,000 and $65,000 continues as the market digests JPMorgan’s risk framing alongside continued Strategy purchases.
Choppy but not broken. A confirmed close below $60,000 opens a slide toward $55,000, where more bearish analyst models begin to look credible, and amplifies concerns about Strategy’s balance sheet resilience.
The setup is cautious consolidation, not a confirmed breakout. Patience over conviction is the disciplined read right now.
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Bitcoin Hyper Could be The Next 1000x in Crypto And Here is WhyHere’s the uncomfortable reality for spot BTC holders watching JPMorgan’s risk warning land: the upside scenarios above assume Bitcoin’s infrastructure can actually scale to support mass institutional and retail use.
At current throughput, it can’t. That gap between Bitcoin’s store-of-value narrative and its transactional limitations is where the next generation of infrastructure plays is being built, and priced at still-early valuations.
Bitcoin Hyper ($HYPER) is positioning directly in that gap. It’s the first Bitcoin Layer 2 integrating the Solana Virtual Machine, bringing sub-second finality and low-cost smart contract execution to the Bitcoin ecosystem without abandoning BTC’s security model.
The architecture includes a Decentralized Canonical Bridge for native BTC transfers and SVM-powered programmability that the team claims outperforms Solana itself on latency benchmarks. (Whether that holds at scale is the question every serious infrastructure investor should be asking before committing.)
The presale has raised $32,921,487.36 at a current price of $0.0136825, with staking active for early participants. As with any early-stage infrastructure presale, execution risk is real and timelines rarely hold.
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.
The crypto market is holding its breath. CryptoQuant has just identified one of the largest capital transfers to centralized exchange platforms since the beginning of the year. Behind these on-chain movements lies a signal that investors watch closely: when tokens massively flow to exchanges, volatility often intensifies. As the market goes through a phase of hesitation, these flows revive the specter of a period of high volatility and raise questions about the next direction of prices.
In Brief CryptoQuant detects an exceptional influx of Bitcoin to exchange platforms, a signal historically associated with increased volatility. Whales and institutional investors are increasing their deposits, which heightens fears of short-term selling pressure. The phenomenon now extends to Ether and altcoins, revealing a broader deterioration of sentiment in the crypto market. Between risk of correction below $60,000 and return of capital to Bitcoin ETFs, the market is evolving at a decisive moment. The awakening of whales and the record influx of bitcoin on platforms While Tim Draper denies any transfer, the bitcoin market faces a sudden and spectacular increase in deposits on exchange platforms. Thus, these movements redraw the structure of short-term flows:
Volumes at their highest : BTC volumes transferred to crypto exchanges surged to nearly 49,000 BTC in just the single day of June 30 ; A rare phenomenon : Julio Moreno, head of research at the analytics firm, described this event as “extremely rare”, such intensity having been observed only four other times since the start of the year ; A volatile signal : daily rises approaching the critical threshold of 50,000 BTC have consistently led to volatility and significant directional moves ; CryptoQuant’s confirmation : in his report, Moreno emphasizes “that at these inflow levels, the market absorbs a significant volume of bitcoins repositioned on exchanges, a pattern that has historically preceded significant directional movements”. A detailed examination of these flows reveals a profound change in the type of investors behind these movements. It is not retail investors dictating this trend, but rather whales and institutional structures. The average size of deposit transactions to exchanges has indeed doubled, increasing from about 1 BTC to 2 BTC per transfer.
This metric is particularly feared by specialists, as an increase in average deposit size is considered a much more bearish indicator than a simple rise in overall volumes. It reflects a deliberate repositioning by entities with the greatest financial capacity, which usually constitutes a very reliable leading signal of imminent downward pressure on prices.
The contagion of the on-chain alert to Ether and altcoins This dynamic of repatriating assets to exchange platforms is not limited to bitcoin and now encompasses the entire market. Ether deposits have also crossed an important psychological threshold at the end of June, rising above 1.25 million ETH.
At the same time, the altcoin sector is undergoing a similar phase, with the number of deposit transactions for these secondary assets nearing 45,000 units, marking a near two-month high. Julio Moreno associates these simultaneous movements on BTC and ETH with a global risk aversion, noting that the peak on altcoins represents a “historical price inflection point signal”.
A similar pattern occurred when bitcoin fell from around $82,000 in early May to less than $58,000 at the end of June. The researcher warns that “with the threshold being crossed again while bitcoin tests the $60,000 support, the current setup closely mirrors the pattern that preceded the previous bear phase, warranting increased caution from investors”. These on-chain data translate a global deterioration of operator sentiment, who choose to expose their portfolios to the immediate liquidity of platforms at the expense of long-term storage solutions.
The risk of technical capitulation and institutional arbitrage This accumulation of tokens ready to be liquidated occurs at a pivotal technical moment, as bitcoin oscillates around $62,180. The major support at $60,000 is currently under severe pressure and its definitive break could, according to CryptoQuant, push the price toward its realized price, modeled around $53,000.
Faced with this threat of correction, institutional investment vehicles are trying to counterbalance in the regulated market. SoSoValue data shows that US-based spot Bitcoin ETFs recorded net inflows of $221.7 million, putting a healthy end to a continuous series of ten days of capital outflows.
Interpreting these contradictory signals requires a nuanced analysis of the forces at play for the coming months. On one side, the strong return of buyers via US ETFs reflects a persistent interest of traditional capital to absorb selling pressure below $62,000. On the other, the significant deposits of altcoins and Ether demonstrate that the short-term capitulation risk remains real if the psychological $60,000 barrier were to break. Investors will therefore need to closely watch whether institutional inflows into ETFs will be enough to stabilize the market, or if the tactical repositioning of large whales will ultimately trigger a new global purge of valuations.
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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.
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U.S. spot Bitcoin ETFs recorded about $527 million in net outflows over the four trading days ending July 2. The loss marked the eighth straight negative week for the funds and set their longest weekly outflow run since launch.
Summary
Bitcoin ETFs posted their eighth weekly outflow, even after July 2 brought renewed daily inflows. IBIT extended its redemption run, while Fidelity and ARK funds led the rebound day overall. Ether ETFs also stayed negative for the week, but Hyperliquid products still attracted new capital. The weekly decline came even after the products returned to daily inflows on July 2. The data showed that one strong session was not enough to erase heavy redemptions from earlier in the week.
The latest run also followed a weak June for the sector. According to crypto.news, U.S. spot Bitcoin ETFs saw more than $4 billion leave the products during June, making it their worst month since approval.
July 2 inflows break daily losing run The daily picture improved on July 2, when Bitcoin ETFs recorded $221.7 million in net inflows. That ended a 10-day withdrawal streak that had pulled nearly $2.7 billion from the funds.
Fidelity’s FBTC led the rebound with about $166 million in inflows. ARK 21Shares’ ARKB added about $91.8 million, while VanEck’s HODL drew about $4.4 million.
BlackRock’s IBIT still moved in the opposite direction. The fund posted about $40.4 million in net outflows, extending its redemption run to 11 straight trading days.
That split kept doubts around the recovery. Crypto.news noted that “One $221 million day against a month of $4 billion proves nothing,” as traders looked for more green sessions across several funds.
IBIT remains the main source of selling IBIT remained the key drag on weekly flows. Farside data showed that the BlackRock fund lost money on each trading day from June 29 through July 2, while some rival funds showed mixed demand.
The fund’s outflows stood out because IBIT has been the largest spot Bitcoin ETF by assets and trading activity. When the largest product keeps bleeding, it can weigh on the full sector even when smaller funds attract fresh capital.
The pattern also showed that ETF demand had not fully recovered. A stronger trend would require more than one inflow day and broader buying across the largest funds.
Bitcoin recovered during the same period. Crypto.news reported that weak U.S. jobs data and softer Federal Reserve comments helped Bitcoin move back above $61,000 after falling below $58,000 earlier in the week.
Ether and Hyperliquid funds show mixed flows U.S. spot Ethereum ETFs also ended the four-day period in negative territory. The products saw net outflows for the week, even though they posted positive daily flows on July 1 and July 2.
BlackRock’s ETHA recorded about $29.7 million in inflows on July 2. That helped the Ethereum ETF group post a positive daily result, but it did not fully offset earlier losses.
Hyperliquid ETFs stayed positive for the week, but demand slowed. Farside data showed about $4.3 million in net inflows across June 29 to July 2.
The figure was far below the previous week’s strong total. This showed that demand for smaller crypto ETF products remained active, but investors moved with more caution.
Market focus shifts to ETF breadth The next focus for traders is whether ETF inflows can spread across more products. A single strong day can ease pressure, but it does not confirm a wider recovery.
The market will also watch IBIT closely. If BlackRock’s fund continues to record outflows, the ETF sector may stay under pressure despite inflows into rival products.At the same time, whale activity has sent a different signal. Crypto.news reported that large Bitcoin wallets accumulated about 270,000 BTC while ETFs saw record outflows in June.
As of then, the data shows a split market. ETF investors have reduced exposure for eight weeks, while some large on-chain holders have added Bitcoin during the selloff.
Cover image via depositphotos.com Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.
Bitcoin's four-year cycle, tied to the halving and retail demand, is no longer the dominant market model, said Strategy chairman Michael Saylor as he published an analytical breakdown that broke down how the cryptocurrency is moving into the status of "digital capital", now dependent on large institutional inflows.
According to the head of the largest corporate holder of the cryptocurrency, the reduction of coin issuance by miners has lost its former importance. The well-known investor now names new sources of demand as the main market driver. Bitcoin's trajectory is now shaped by large capital flows:
Spot Bitcoin ETFs and equity-market derivativesCorporate treasuries of public companiesSovereign funds and state reservesInterbank credit and collateral instrumentsSaylor emphasizes that the market has become too liquid for the old retail-driven cycles. "This is the next phase of Bitcoin adoption: not just more buyers, but more balance sheets," the top executive stated.
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He also notes that, unlike IT companies that operate on the principle of rapid development, Bitcoin's role is to ensure the stability of the base layer. According to the author's forecast, over the next ten years the protocol will become even more conservative, serving as a platform for large final settlements.
Code changes will become rare because of strict consensus among participants, while technological solutions such as the Lightning Network or sidechains, in the speaker's view, will ultimately move to the periphery of the system.
Threat of "paper Bitcoin"At the same time, the billionaire draws an analogy with gold and real estate, which unlocked their financial potential only after the emergence of credit markets. According to the MicroStrategy founder, a similar digital credit industry is now forming around Bitcoin, connecting it with the traditional economy.
However, Saylor also sees this as the main risk of the decade: the emergence of "paper Bitcoin," where intermediaries create more debt claims than are backed by real coins. Under these conditions, the Strategy chief names custodian transparency and proof of reserves as the key factors for investor security.
Bitcoin’s oldest unsolved vulnerability has collided with its most sacred principle, and one of the loudest voices in the room wants a drastic fix. Binance founder Changpeng “CZ” Zhao argued over the July 4 weekend that Satoshi Nakamoto’s estimated 1.1 million bitcoin stash should be frozen before sufficiently advanced quantum computers can move it—or steal it. The proposal landed like a sledgehammer in a debate that had simmered for years.
The argument, detailed in a CoinDesk report, is not merely technical. It directly pits Bitcoin’s immutability—the guarantee that on-chain ownership cannot be altered retroactively—against a future security crisis that some researchers believe could materialize within a decade. For CZ, freezing the coins now, before a quantum attacker could derive the private keys from public keys exposed in early pay-to-public-key transactions, is a pragmatic choice. For many core developers and maximalists, it is heresy.
The Immutability Debate Reignites The Satoshi coins are a special case. They sit behind cryptographic keys that pre-date modern address formats, making them especially vulnerable to quantum attacks that can solve the discrete logarithm problem. If a quantum adversary moved even a fraction of that hoard, it would flood the market and shatter confidence. Yet the fix—a network-wide soft fork to render those coins unspendable—would require overwhelming consensus and set a precedent for freezing anyone’s bitcoin under the right set of justifications.
This is not the first time the community has debated altering the ledger. The 2016 Ethereum DAO fork led to a chain split and remains the defining cautionary tale. Bitcoin avoided that path, at great cost to the minority chain, precisely to uphold the principle that code and ownership history are final. CZ’s suggestion revisits that boundary, but with a novel urgency: the quantum clock.
Quantum Computing: A Real but Distant Threat A quantum computer capable of breaking Bitcoin’s secp256k1 elliptic curve does not exist today. Estimates vary wildly on when it might. IBM’s roadmaps and Google’s milestones show progress but remain orders of magnitude short of the millions of logical qubits needed. Still, the timeline is narrowing. Advances in error correction and qubit scaling have pushed some forecasts to the late 2030s, which for a settlement layer that aspires to multigenerational permanence is uncomfortably close.
Freezing the Satoshi supply would be a brute-force stopgap. More elegant solutions exist: a network upgrade to post-quantum signature schemes, which researchers and standards bodies are actively shaping. But a protocol-level migration would require every holder to move funds to new addresses—an operation that, if delayed too long, could itself be beaten by quantum speed. The Satoshi coins complicate that migration because nobody can sign for them.
That is the crux of CZ’s argument. If Satoshi is deceased or has lost the keys, those coins will never move voluntarily. Their public keys are exposed, making them a honeypot. A quantum thief would not need to negotiate a soft fork; they would simply take the coins, instantly creating the most chaotic supply event in Bitcoin’s history.
Market and Governance Fallout Even the mere discussion of freezing coins reverberates through market structure. Traders and institutional custodians watch governance debates closely, because any consensus-based alteration of the UTXO set erodes the analog to a sovereign monetary policy. A precedent that coins can be frozen to preempt theft might, in the wrong hands, become a wedge for state-level intervention. The line between protecting the network and breaking its neutrality is thin.
That same tension is playing out in Washington, as the ongoing legislative battle over crypto market structure pits traditional banks against industry-backed compromises. When the largest exchange founder publicly advocates altering the ledger, it blurs the boundary between voluntary consensus and external pressure. Regulators will almost certainly note the conversation.
Miners and nodes would have the final say. A soft fork to freeze specific UTXOs would require an overwhelming majority to activate. If it fails, Bitcoin retains its immutability but carries the quantum risk. If it succeeds, it broadcasts a signal that the network can be engineered to solve specific, high-stakes edge cases—a message that both excites and terrifies different corners of the market.
What remains wholly uncertain is whether the debate will accelerate adoption of quantum-resistant cryptography rather than stopgap measures. Developer resources and attention are finite. The community’s ability to coordinate under a known, ticking threat has never been tested. CZ’s statement may not decide the outcome, but it has already forced the conversation out of niche developer circles and onto the main stage.
No software proposal has been formally drafted, and no immediate protocol change is expected. Still, the split among experts underscores a deeper question that Bitcoin will have to answer this decade: whether the ledger is an immutable record, or a system that can be adapted to survive existential threats. The Satoshi hoard, sitting silently on the chain, now represents the most expensive philosophical stress test in crypto.
AUTHOR
Brenda is a writer with three years of experience specializing in cryptocurrency, artificial intelligence and emerging technologies. She graduated from the University of Mombasa with a degree in Psychology. She has worked at Cryptopolitan and Blockchain Reporter.
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.
Ledger co-founder Eric Larchevêque said a future where Bitcoin trades at $1 million, or even $10 million, may not be a healthy one. Wu Blockchain reported that he made the comments in a June 25 interview with When Shift Happens.
Summary
Larchevêque framed $1m Bitcoin as a stress signal, not just another bullish market price target. He said Bitcoin matters more when banks, currencies and governments fail to protect personal wealth. Crypto.news reports show debt fears, ETF flows and macro pressure still shape Bitcoin demand Larchevêque linked a high Bitcoin price to stress in the global money system. He said such a world may include wars, fiat currency failures, debt problems and social unrest. His message was not a simple bullish Bitcoin price call.
He said “a world where Bitcoin reaches $1 million or even $10 million may not be a good one.” The comment placed the Bitcoin $1 million debate in a wider macro setting, where price gains may reflect fear as much as demand.
Bitcoin as a final settlement asset Larchevêque said Bitcoin has little use in a perfect world because people would not need it. In his view, Bitcoin becomes more important when trust in banks, currencies and governments weakens.
He described Bitcoin as a final settlement asset and a tool for wealth protection. That view matches a common Bitcoin argument: users value direct ownership most when access to money becomes uncertain.
He also said Bitcoin does not mean the same thing to everyone. For people in Iran and France, he said, the asset carries different meanings because local risks are different.
Ledger’s background gives the comments added weight in the crypto custody debate. Larchevêque co-founded Ledger in 2014, while Pascal Gauthier later became CEO.
Crypto.news links debate to debt pressure The comments came as crypto.news reported on similar Bitcoin and macro themes. In a recent report, Bitwise linked Bitcoin demand to rising debt pressure and bond market stress.
That report said Bitwise sees sovereign debt concerns as part of the case for Bitcoin. It also noted that global borrowers face a heavy refinancing calendar in 2026, which could keep attention on fiat liquidity and central bank policy.
Crypto.news also reported that CZ still sees Bitcoin reaching $1 million over the next decade. His view came even as U.S. spot Bitcoin ETFs saw outflows and Bitcoin tested key price levels.
This creates two different readings of the same target. Some market figures treat $1 million Bitcoin as a long-term adoption case. Larchevêque presented it as a warning about the state of fiat money.
ETF flows keep market cautious Bitcoin has also faced near-term pressure from exchange-traded fund flows. Crypto.news reported that U.S. spot Bitcoin ETFs saw heavy outflows in June, even while large wallets accumulated around 270,000 BTC.
That split shows a market moving in different directions. ETF investors reduced exposure, while large on-chain holders added Bitcoin during weakness. The gap has kept attention on whether institutional demand can return.
Crypto.news also reported that Bitcoin rebounded near $61,700 after ETF inflows ended a 10-day negative streak. Analysts in that report said BTC needed to reclaim $62,800 and $65,000 to confirm a stronger recovery.
At press time, Larchevêque’s comments add a cautious angle to the Bitcoin $1 million discussion. The price target remains popular, but his view suggests that a fast move to that level may say more about fiat risk than crypto strength.
TLDR BTC surged past $63,000 for the first time in a fortnight, posting a 1.4% gain over 24 hours XRP emerged as the top performer, jumping 5.3% to reach $1.18 and surpassing USDC by market capitalization The realized profit and loss ratio for Bitcoin plummeted to -0.35, its lowest reading in 43 months—a metric historically tied to cyclical lows Matt Hougan, Bitwise’s Chief Investment Officer, suggested the market floor is “closer than ever” with a potential new uptrend emerging this autumn Supportive macroeconomic conditions, including Federal Reserve Chair remarks on cooling inflation and weaker employment data, contributed to the upward momentum Bitcoin breached the $63,000 threshold on Saturday, July 4th, erasing the declines witnessed during the final days of June. This advance marks the cryptocurrency’s strongest price point in fourteen days.
Bitcoin (BTC) Price Throughout a 24-hour period, Bitcoin appreciated by 1.4%, while notching a 3.6% increase across the week, per CoinDesk market data. The upward movement occurred amid reduced trading volumes due to the Independence Day holiday closure of U.S. financial markets.
XRP distinguished itself as the leading gainer among major digital assets. The token surged 5.3% to $1.18 and registered nearly 10% growth over the seven-day timeframe. This performance elevated XRP beyond USDC stablecoin to claim the fifth position in overall market capitalization, reaching approximately $73 billion.
Ethereum advanced 3.2% during the day to approximately $1,793, accumulating an 11.5% gain over the week. Solana maintained levels near $82.50 with a 13.2% weekly increase, while Dogecoin appreciated 2.6%.
What Drove the Move The week’s positive trajectory was underpinned by improving macroeconomic conditions. Federal Reserve Chair Kevin Warsh indicated that inflationary pressures have moderated. A disappointing June employment report reinforced this narrative, and bearish traders were forced to cover positions as values climbed.
This convergence of factors propelled Bitcoin from beneath $60,000 to above $63,000 within five consecutive trading days.
Market analyst Ted Pillows highlighted on X that Bitcoin had approached a critical resistance threshold. He observed that a sustained move above $62,800 could propel pricing toward $65,000.
Santiment Intelligence also provided commentary, observing that Bitcoin has advanced 6.1% since June 30, while gold appreciated 4.8% and the S&P 500 remained unchanged. Santiment noted that purchasers re-entered the market near crucial support zones following prolonged periods of market anxiety, exchange-traded fund redemptions, and pessimistic investor sentiment.
✍️ TL;DR: Bitcoin & crypto markets have spent the week slowly catching up to flat stocks
📊 Metrics Used: Price Comparison
🔗 Link to chart: https://t.co/zYCktJUqT7
📈 Crypto is finally showing some real catch-up energy heading into the July 4th weekend. Since June 30th, Bitcoin… pic.twitter.com/nXLT1HDARz
— Santiment Intelligence (@SantimentData) July 3, 2026
What the On-Chain Data Shows Blockchain data provider CryptoQuant documented that Bitcoin’s realized profit and loss ratio descended to -0.35, representing a 43-month nadir. This measurement hasn’t registered at such depths since December 2022, immediately following the FTX exchange implosion that drove Bitcoin beneath $16,000.
Source: CryptoQuant CryptoQuant emphasized that this metric has traditionally identified BTC pricing floors. Comparable measurements materialized in 2015 and 2019, both preceding significant upward movements.
Bitwise Chief Investment Officer Matt Hougan stated that the recent STRC preferred share liquidation from Strategy eliminated excessive leverage and probably positioned the market nearer to a foundational bottom.
Swan Bitcoin analyst Adam Livingston highlighted that Bitcoin is presently trading merely 16% above its realized price. Historical patterns suggest this level has consistently preceded forward performance of 41% over six-month periods and 81% across twelve-month horizons.
Bitcoin commenced the third quarter at 21-month lows following a 50% retreat from its October peak of $126,080. The cryptocurrency touched a nearly two-year low of $58,190 on June 25 before initiating the current rebound phase.
June 2026 was the worst trading month for BTC since... June 2022.
2026 hasn’t been bitcoin’s year so far, with the asset posting four (out of six) months in the red. June stands out as the most painful, setting a four-year anti-record.
However, history is on BTC’s side for July, and its start has been quite promising. The question is whether the asset will be able to follow through in the following weeks.
June Bad, July Good? Before we explore what happened in June, we must go back to the breaking point in May. In the middle of that month, BTC’s price surpassed $82,000, prompting many analysts to speculate that the asset had erased much of its yearly losses and had kickstarted the next bull run.
However, the reality was different as the rejection at that level poured more fuel into the ‘sell in May and go away’ narrative. The culmination took place in June as the cryptocurrency plummeted below $70,000 and even beneath $60,000 on a few occasions for the first time since before the US presidential elections in late 2024.
After losing roughly $25,000 in weeks, BTC finally showed some early signs of revival and regained some traction by the end of the month. However, it still finished it with a 20.5% drop, making it the worst since June four years ago.
Bitcoin Monthly Returns. Source: CoinGlass The chart above demonstrates that July tends to be a more favorable month for BTC, as nine out of the last 13 editions have brought gains. Moreover, each July that has followed a red June has been in the green.
The Factors The 2026 edition has started on the right foot, with BTC tapping $63,000 this weekend. However, several factors have to improve in the following weeks for the month to finally provide a well-deserved break. First, the record-setting net outflows from the spot Bitcoin ETFs have to stop, which have been halting BTC’s progress for months now.
You may also like: June 2026 Market Recap: Bitcoin Hits 2-Year Low as ETFs Bleed $8.9B Bitcoin (BTC) Flashes 3 Bullish Signals: $65K Incoming? Bitcoin Reclaims $60K as SOL, BCH Lead Alts Higher (Market Watch) Second, recent on-chain data showed that real demand from US (and even Korean) investors has been missing, proven by the Coinbase Premium metric. On a more macro level, a potential de-escalation (or a permanent peace deal) in the Middle East would definitely help, as would clearing up the uncertainty around the midterms in the US.
Topping this more positive side, bitcoin recently flashed a few bullish signals after it rebounded past the coveted $60,000 level, and analysts are now eyeing the next major breakout.
Rekt Capital also weighed in on BTC’s performance in July, suggesting that the cryptocurrency will look to turn the 50-Month EMA (at around $65,000) into resistance.
#BTC
It’s Green July and history suggests Bitcoin will be looking to turn the 50-Month EMA (purple) into new resistance$BTC #Bitcoin https://t.co/5JhfpTAvtn pic.twitter.com/Zn3KEAeKqI
Nearly one million TRUMP wallets show cumulative losses of 3.81 billion dollars by the end of June, according to Nansen. However, President Trump received 636 million dollars thanks to this same token, reveals his annual financial statement. The distribution of gains nevertheless clearly leans to one side.
In brief Nearly one million wallets, or two out of three buyers, show losses on the TRUMP token by the end of June, totaling 3.81 billion dollars. Donald Trump declared 636 million dollars of income linked to this token in his annual financial declaration, published on June 30 by the Office of Government Ethics. The TRUMP token trades around 1.78 dollars, down 97% since its peak in January 2025. Losses concentrated among the most recent buyers Out of 1.48 million wallets having purchased the TRUMP token, 988,905 show losses by the end of June. This total also includes unrealized losses on tokens still held.
The very first buyers hold most of the gains. They entered below the dollar mark, before the token surged to 75 dollars two days later.
On all wallets combined, gains and losses almost balance out. The net balance reaches about 236 million dollars.
This amount represents barely one third of the 636 million declared by Trump. These figures come from a report by The Block.
Why does Trump’s financial declaration rekindle the controversy? The 927-page asset declaration details the origin of these revenues. Published on June 30 by the Office of Government Ethics, it lists payments passing through CIC Digital LLC.
These amounts add, moreover, to hundreds of millions of dollars linked to World Liberty Financial. This decentralized finance project is partly owned by the Trump family.
Donald Trump has, however, already dismissed criticisms regarding these revenues. He claims that external institutions manage his money, for the benefit of the entire crypto sector.
White House spokesperson Anna Kelly defends this record. She asserts that the administration acts in the interest of Americans.
The WLFI token, linked to the same project, shows a similar record. Nansen tracks 26,663 wallets that have bought WLFI on secondary markets.
Among them, 85% are at a loss. These losses reach 83 million dollars versus 23 million dollars in gains.
The broader crypto market downturn also amplifies this contrast. Bitcoin has dropped about 50% since its October record above 126,000 dollars, bringing the market capitalization of the TRUMP token to 425 million dollars, compared to nearly 15 billion at its peak in January 2025.
This decline occurs as Congress reviews the CLARITY Act. Senator Kirsten Gillibrand is pushing to ban elected officials from issuing tokens, a provision already dropped from the GENIUS Act when it was adopted last year.
This contrast between presidential revenues and losses of small holders continues to fuel criticism of crypto regulation issued by public officials, a topic Congress has yet to decide on.
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Fenelon L.
Passionné par le Bitcoin, j'aime explorer les méandres de la blockchain et des cryptos et je partage mes découvertes avec la communauté. Mon rêve est de vivre dans un monde où la vie privée et la liberté financière sont garanties pour tous, et je crois fermement que Bitcoin est l'outil qui peut rendre cela possible.
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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.
TLDR: Ripple XRP donation support is tied to America250s Giving 4th campaign, with the company matching eligible gifts in XRP up to $10,000. Donors can contribute through cash, stock or crypto, while XRP and RLUSD are listed among the accepted digital assets for the campaign. The Call of Duty Endowment says CODE4Vets supports groups that prepare veterans for civilian jobs and raise employer awareness. The campaign connects July 4 charitable giving with veteran employment, as the Endowment targets 200,000 job placements by 2030. The Ripple XRP donation campaign has placed crypto philanthropy in the Independence Day spotlight. Ripple joined America250s Giving 4th effort on July 4 and pledged to match eligible donations in XRP, up to $10,000. The campaign supports the Call of Duty Endowment and its CODE4Vets initiative, which focuses on helping veterans enter civilian careers.
Donors can give cash, stock or crypto, with XRP and RLUSD accepted for eligible contributions. America250 launched Giving 4th in June as a national effort to turn July 4 into a broader day of charitable giving.
Ripple announced its Giving 4th participation as the U.S. marked its 250th Independence Day. The move links a civic campaign with a veteran employment fundraiser rather than a direct market update for XRP.
Ripple is joining #Giving4th — @America250's new movement to make Independence Day a national day of charitable giving.
We're matching donations to @CODE4Vets up to $10K. CODE funds the most effective organizations helping veterans get back to work, preparing them for the job…
— Ripple (@Ripple) July 4, 2026
The Ripple XRP donation match applies to contributions made through the Call of Duty Endowment campaign page. Ripple said it would match donations in XRP until the total match reaches $10,000. The campaign page also lists XRP and RLUSD among accepted crypto options.
CODE4Vets is powered by the Call of Duty Endowment. Its stated work centers on funding effective nonprofits that help veterans return to work. It also raises awareness among employers about the skills veterans bring after service.
The Endowment says it has funded more than 165,000 veteran job placements. It has also set a goal of reaching 200,000 placements by 2030. That target gives the fundraiser a measurable employment angle beyond a one-day giving push.
Ripple XRP Donation Adds Crypto Utility to Giving 4th The Ripple XRP donation pledge also gives XRP and RLUSD another real-world use case through charitable giving. Donors are not limited to crypto, since the campaign also accepts cash and stock. Still, crypto support allows digital asset holders to take part without first converting funds elsewhere.
America250 described Giving 4th as a nationwide initiative designed to support nonprofits around Independence Day. The group said the campaign responds to the summer slowdown many nonprofits face in midyear fundraising.
For Ripple, the campaign arrives as blockchain firms continue pushing digital assets into payments, donations and tokenized finance. The company has already worked with crypto donation platforms and promoted RLUSD for charitable use in past campaigns.
The Ripple XRP donation match remains capped at $10,000, so the final company contribution depends on donor activity. The fundraiser had a stated $10,000 goal, while progress will move through the campaign page as eligible donations come in.
Cover image via U.Today Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.
Travel platform Travala announced in a post on X that users can now book over 2.2 million hotels globally using XRP, in what it called a significant stride in crypto's adoption in everyday payments.
In a statement, Travala reiterated the original design intent of XRP as it was "built to move value fast," making its use for hotel bookings in line with that vision. The travel platform said users can now secure hotel bookings with instant confirmation and without the involvement of banks.
This development means XRP holders can pay for accommodation across a global hotel network, expanding XRP's use case into one of the largest consumer industries: travel and hospitality. As a result, users will be able to book over 3 million travel products globally with XRP on Travala.
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This new real-world payment integration highlights XRP's growing use case beyond trading markets.
XRP utility expands with paymentsIn a major milestone reached early this year, the x402 facilitator went live on the XRP Ledger in February, allowing AI agents to pay for services using XRP and RLUSD with no need for API keys or accounts.
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Agents can pay per request via x402, with volume settling on the XRP Ledger. Fast forward to the present, nearly a million agent transactions have settled through the XRPL x402 facilitator, implying more agents, merchants, and volume are entering the XRP Ledger.
Ripple is expanding XRP and RLUSD utility for AI-agent payments, having introduced the XRPL AI Starter Kit in June — a set of developer tools for building AI agents that can send payments on the XRP Ledger.
As AI agents begin transacting on behalf of businesses, Ripple has joined the ecosystem supporting Mastercard's Agent Pay for Machines initiative, helping validate new use cases, establish common rules, and accelerate adoption while continuing to build the infrastructure for trusted agent-driven payments, with the XRP Ledger and RLUSD laying the foundation for the future of commerce.
Ripple has announced its participation in the Giving 4th initiative, held in conjunction with U.S. Independence Day, pledging support for a veteran employment program. The company plans to match qualifying donations, up to $10,000, in XRP.
Donations to aid veterans’ transition to civilian employmentThe campaign is aimed at funding CODE4Vets, a project run under the Call of Duty Endowment. This program supports organizations helping veterans move into civilian job sectors, while also working to increase awareness among employers about the value veterans bring to the workplace.
According to the Call of Duty Endowment, more than 165,000 veterans have already been placed in jobs with the help of the organization. Their goal is to increase this figure to 200,000 by 2030.
Ripple announced its involvement in America250’s Giving 4th initiative and confirmed it will match eligible CODE4Vets donations up to $10,000 in XRP.
The Giving 4th initiative was launched by America250 in June, encouraging supporters to turn July 4th into a day of large-scale charitable action beyond traditional celebrations.
Crypto assets accepted alongside cash and stocksSupporters of the campaign can contribute using cash, stocks, or cryptocurrency. Eligible digital assets include XRP and RLUSD, allowing crypto holders to participate without converting their funds through other channels.
Mini glossary: RLUSD is a dollar-pegged stablecoin connected to the Ripple ecosystem. Stablecoins are digital assets typically designed to maintain a fixed value to a traditional currency.
Ripple, recognized for its blockchain-driven solutions in payments and digital finance, is highlighting the social utility of cryptocurrencies through this philanthropic effort. The move underscores the expanding role of crypto assets in fundraising and social impact projects.
The Call of Duty Endowment explains that the CODE4Vets initiative supports organizations preparing veterans for jobs and aims to make employers more aware of the unique skills these candidates offer.
Matching funds capped at $10,000 for the campaignRipple’s commitment to matching donations is capped at a total of $10,000. The final amount provided by the company will reflect the level of eligible contributions made through the campaign’s official page.
The campaign itself has also set its donation target at $10,000. Progress toward that goal will be continuously updated on the fundraising page as donations are received.
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 ETFs experienced something that hadn't happened in three months in the past week.
There seems to be a clear winner in terms of investors’ behavior toward crypto-based exchange-traded funds, and it’s not the two market leaders, BTC and ETH.
The financial vehicles tracking the performance of Ripple’s cross-border token continue to defy the overall market weakness with another week in the green. The HYPE ETFs also marked another positive week, but it was a significant decline from the previous one.
Ripple ETF Streak on Track After the impressive end to the previous business week, in which investors poured $15.63 million into the spot XRP ETFs on Friday, hopes for another strong start were high. And the numbers provided by SoSoValue show that reality wasn’t far away, as another $15.34 million entered the ETFs on Monday.
However, the trend changed on Tuesday and Wednesday. Net withdrawals dominated, with investors pulling out $2.83 million and $1.86 million, respectively. This was a rare occasion since the funds have not seen too many red days lately despite the broader ETFs’ trend. The last one was a month ago, on June 3.
Moreover, the last time when there were two consecutive days in the red was nearly three months ago, in early March. However, unlike the events back then, the tides reversed once again, as the funds saw $6.55 million net inflows on Thursday (the last trading day of the week due to the July 4 holiday).
Consequently, the week ended well in the green again, with net inflows of $17.19 million. Thus, the spectacular streak of green-only weeks continues, as the last one (barely) in the red was in late April/early May.
Spot XRP ETF Inflows. Source: SoSoValue Perhaps driven by the positive developments on the ETF scene, the underlying asset’s price has risen by over 8% in the past week and now sits close to $0.15.
You may also like: This XRP Signal Has Never Looked Worse, But is That the Setup? (Analyst) Is XRP Ready for a Reversal? Wallets Surge as FOMO Hits 3-Month Peak Crypto Analyst Challenges Ripple’s CEO Take on Strategy: ‘Two Giants, Same Model’ HYPE ETFs Also in the Green The HYPE ETFs also enjoyed the last full business week of June, seeing a massive net inflow of $111.36 million, which was by far the largest ever. Although the past four-day business week was also in the green, it was a lot more modest, with just $4.32 million entering the funds.
Nevertheless, the cumulative total net inflows sit at an all-time high of almost $300 million, despite the $3.01 million leaving the ETFs on Tuesday.
Travel platform Travala has announced that its users can now book accommodation at more than 2.2 million hotels worldwide using XRP. The company views this move as a significant step forward for the everyday use of cryptocurrencies in payments, positioning XRP as a viable option for travel expenses.
XRP integrated into global hotel bookingsHighlighting XRP’s core purpose as a tool for fast value transfer, Travala emphasized that allowing hotel bookings with XRP is directly in line with the network’s intended design. According to the platform, users will be able to make instant hotel reservations, bypassing banks and relying solely on crypto for confirmation and payment.
Travala pointed out that XRP’s use in hotel bookings aligns with the asset’s original focus on fast value transfer, providing travelers with a seamless and efficient payment experience.
With this integration, XRP holders can now pay for lodging directly across the network’s global roster of hotels. This marks an expansion of XRP’s reach beyond traditional trading platforms into the broader consumer travel and hospitality market. Travala stated that, with the addition of XRP, the total number of travel products available for crypto payment on their platform now exceeds three million worldwide.
Mini glossary: Travala is a platform focused on enabling cryptocurrency-based travel bookings. XRPL stands for XRP Ledger—the blockchain infrastructure that records XRP transactions.
XRPL payment traffic continues to riseAnother milestone for the XRP Ledger (XRPL) was achieved earlier this year with the launch of the x402 facilitator in February. This system allows AI agents to make payments for services in XRP and RLUSD without the need for an API key or account, streamlining access to blockchain-based financial operations.
Transactions made via x402 are settled directly on the XRP Ledger, and agents pay for each service request independently. According to recent data, the number of intermediary transactions processed through the XRPL x402 facilitator is approaching one million, reflecting growing adoption and increased transaction volume from more agents, service providers, and businesses joining the network.
As the number of settlement transactions via the XRPL x402 infrastructure nears one million, it is clear that use of the network extends well beyond basic trading activity.
Ripple expands toolkit for AI-powered transactionsRipple is continuing to broaden the utility of both XRP and RLUSD in AI-based payments. In June, the company introduced its XRPL AI Starter Kit, a suite of developer tools designed to make it easier to create AI agents capable of sending payments over the XRP Ledger. This move supports the integration of crypto payments into next-generation automated systems.
As AI-powered agents that transact on behalf of businesses become increasingly common, Ripple has joined Mastercard’s Agent Pay for Machines ecosystem, which aims to validate new use cases, set shared protocols, and accelerate adoption of automated payments. Ripple also underscored its ongoing efforts to build robust, trust-driven infrastructure for intermediary payments, emphasizing its view that the XRP Ledger and RLUSD will be foundational for the future of digital commerce.
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.
Cover image via depositphotos.com Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.
One of the year's most dramatic spikes in activity occurred on the XRP Ledger, with payment volume momentarily surging by over 1,000% before collapsing nearly as quickly as it had appeared. The market's response indicates that investors were not persuaded, despite the fact that such spikes frequently spark conjecture about institutional adoption or renewed network demand.
What's the foundation of a recovery?Transactions between accounts increased dramatically at the start of July, reaching levels well above the network's recent average, according to XRPL payment volume data. But within a matter of days, the metric nearly completely returned to baseline, negating the effect of the change and casting doubt on the true cause of the rise.
XRP/USDT Chart by TradingViewLarge internal transfers rather than organic network growth could be the cause of the spike, according to one theory. In the past, large-scale fund transfers between recognized entities, treasury operations, and exchange wallet reorganization have all been linked to abrupt spikes in XRP Ledger payment activity. Without resulting in real adoption or new demand for XRP itself, such activity has the potential to significantly inflate payment statistics.
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Breakout isn't fueled by paymentsXRP was unable to produce a significant breakout despite the increase in payment volume. Rather, the asset continues to trade below the 50-day and 100-day moving averages and is stuck below significant resistance levels. A stronger market reaction would typically be anticipated if the payment spike indicated actual demand entering the ecosystem. The overall state of the market is another factor.
Investors seem hesitant to chase isolated on-chain metrics without confirmation from price, volume, and liquidity, and risk appetite across digital assets remains comparatively low. In the present market, traders are requiring more proof before attributing fundamental value to network activity spikes. Additionally, the chart displays XRP's recovery from recent lows in the $1.05-$1.10 range.
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The asset has been pushed back above short-term support by buyers, and the RSI has recovered from oversold territory. However, XRP is currently approaching a significant technical obstacle near the $1.20 50-day EMA. As of right now, the surge in payment volume appears to have been more noise than signal.
Although the metric attracted attention, it did not change the technical structure or market sentiment of XRP. Instead of viewing similar spikes as early indicators of a significant bullish reversal, traders are likely to treat them with increasing skepticism unless future increases in XRPL activity become sustained and coincide with rising transaction demand, liquidity, and price appreciation.
Key Highlights XRP jumped more than 13% during the initial three trading days of July, advancing from approximately $1.03 to nearly $1.18. Legislative advancement of the CLARITY Act through the U.S. Senate enhanced positive sentiment surrounding XRP’s regulatory environment. Investment products tracking XRP attracted $6.55M in single-day inflows, with total cumulative inflows reaching $1.49B. Historical data reveals July as a consistently profitable month for XRP, averaging 10.4% gains since 2013. Technical analysis identifies critical resistance at $1.20, while support at $1.15 provides downside protection. XRP launched into July with impressive momentum, posting gains exceeding 13% within a mere three-day span. The digital asset advanced from lows near $1.03 to approach $1.18, capturing fresh interest from market participants.
XRP Price This upward movement coincided with a wider cryptocurrency market rebound. The aggregate crypto market capitalization increased 0.86% to reach $2.18 trillion. Bitcoin surged beyond $62,000, while Ethereum advanced above $1,700.
Disappointing U.S. employment figures contributed to the bullish market sentiment. The American economy generated merely 57,000 positions in June, significantly undershooting the anticipated 110,000. This development strengthened expectations for more accommodative monetary conditions moving forward.
Market analyst ChartNerd (@ChartNerdTA) highlighted a significant long-term technical formation via X, identifying an 8.5-year cup and handle pattern emerging on XRP’s price chart. He cautioned that overlooking XRP at the $1 level “could prove costly,” suggesting that sustained Fibonacci support within the handle formation could establish a pathway toward upper resistance zones. His analysis referenced Fibonacci extension targets at $8, $13, and $27.
$XRP 8.5 YEAR CUP & HANDLE ☕️
Ignoring $XRP around $1 on the macro could prove costly. Price is approaching FIB support within the handle structure under 8.5 years of resistance
If FIB support and the GC hold, it opens the path to attack resistance. FIB extensions = $8/$13/$27 https://t.co/r8v5HKDfij pic.twitter.com/s8yb16b4Sj
— 🇬🇧 ChartNerd 📊 (@ChartNerdTA) July 4, 2026
Legislative Developments Strengthen XRP Sentiment Advancement of the CLARITY Act through the U.S. Senate emerged as a primary catalyst for XRP’s appreciation. This proposed legislation carries implications for the regulatory classification of digital assets under American law.
Market participants reacted favorably to XRP’s inclusion within the SEC/CFTC Digital Commodities classification framework. This development prompted capital reallocation into XRP positions. Additionally, Ripple co-founder Chris Larsen’s financial stake in American Perpetuals Exchange Corporation — an entity associated with Senator Kirsten Gillibrand’s son — attracted market attention throughout this timeframe.
Investment Fund Activity Supports Bullish Momentum XRP-focused investment vehicles registered $6.55M in daily inflows as of July 2. Total cumulative inflows climbed to $1.49B, while net assets under management stood at $987.91M.
Source: SoSoValue Spot Bitcoin ETFs similarly reversed their outflow trend on July 2, posting $221.72M in daily net inflows. This marked the conclusion of a 10-day withdrawal period, elevating cumulative net inflows to $51.08B. Ethereum spot ETFs contributed $29.08M in net inflows during the identical session.
Historical performance data compiled by CryptoRank demonstrates July’s track record as a consistently profitable period for XRP across seven consecutive years. Average July performance since 2013 registers at 10.4%. Notably, during July 2020, XRP surged more than 48%.
Examining the four-hour timeframe, XRP traded around $1.1714. The Relative Strength Index registered 79.91, positioning the asset within overbought parameters. The Chaikin Money Flow indicator displayed 0.21, signaling continued accumulation pressure.
Immediate resistance is established at $1.20, where a decisive breakthrough could enable progression toward $1.25. Should prices retract beneath $1.15, the subsequent support zone emerges at $1.10.
Ethereum co-founder Vitalik Buterin has named quantum resistance, scalability and privacy as three of Ethereum's top priorities under a new "Lean Ethereum" strawmap, which lays out the network's technical direction for the remainder of the decade.
In a post to X on Saturday, Buterin said the collection of upgrades will roll out over the next three to four years, touching nearly every layer of Ethereum in a transformation he compared in scale to the September 2022 Merge, which shifted the network away from energy-intensive mining.
“Quantum safety has shifted up a LOT in priority,” he said, adding that finalizing a quantum-safe solution for blobs has “become urgent.” Enhancing privacy is another priority, Buterin said, stating that it has become a “first class goal.”
The “Lean Ethereum” strawmap timeline from 2026 through to 2029. Source: Strawmap.org
The change in roadmap comes amid a series of changes at the Ethereum Foundation, which laid off roughly 20% of its staff last month in a bid to become leaner and reduce its budget by 40%.
The leaner structure comes on top of several executive departures in recent months, including Hsiao-Wei Wang and Tomasz Stańczak, while protocol contributors Tim Beiko and Barnabé Monnot also left in May.
Buterin is also pushing for the development of a new virtual machine like leanISA or RISC-V to support programmable privacy and better scalability.
Questions remain over Buterin’s timelineDankrad Feist, a researcher behind the payments-focused layer-1 Tempo blockchain, praised the new plan but argued the 3-4 year timeline is too slow, stating that AI could help developers ship the upgrades within a year.
Crypto analyst Ignas Fiodorovas was also in favor of the plan but cast doubt on the Ethereum Foundation's ability to deliver the upgrades within the stated timeline, citing the organization's history of missing deadlines.
Fiodorovas said the only key feature missing from the roadmap was improved tokenomics for Ether (ETH), which has continued to slide in price amid a broader market downturn.
Cointelegraph is committed to independent, transparent journalism. This news article is produced in accordance with Cointelegraph’s Editorial Policy and aims to provide accurate and timely information. Readers are encouraged to verify information independently.
Ethereum co-founder Vitalik Buterin has named quantum resistance, scalability and privacy as three of Ethereum's top priorities under a new "Lean Ethereum" strawmap, which lays out the network's technical direction for the remainder of the decade.
In a post to X on Saturday, Buterin said the collection of upgrades will roll out over the next three to four years, touching nearly every layer of Ethereum in a transformation he compared in scale to the September 2022 Merge, which shifted the network away from energy-intensive mining.
“Quantum safety has shifted up a LOT in priority,” he said, adding that finalizing a quantum-safe solution for blobs has “become urgent.” Enhancing privacy is another priority, Buterin said, stating that it has become a “first class goal.”
The “Lean Ethereum” strawmap timeline from 2026 through to 2029. Source: Strawmap.org
The change in roadmap comes amid a series of changes at the Ethereum Foundation, which laid off roughly 20% of its staff last month in a bid to become leaner and reduce its budget by 40%.
The leaner structure comes on top of several executive departures in recent months, including Hsiao-Wei Wang and Tomasz Stańczak, while protocol contributors Tim Beiko and Barnabé Monnot also left in May.
Buterin is also pushing for the development of a new virtual machine like leanISA or RISC-V to support programmable privacy and better scalability.
Questions remain over Buterin’s timelineDankrad Feist, a researcher behind the payments-focused layer-1 Tempo blockchain, praised the new plan but argued the 3-4 year timeline is too slow, stating that AI could help developers ship the upgrades within a year.
Crypto analyst Ignas Fiodorovas was also in favor of the plan but cast doubt on the Ethereum Foundation's ability to deliver the upgrades within the stated timeline, citing the organization's history of missing deadlines.
Fiodorovas said the only key feature missing from the roadmap was improved tokenomics for Ether (ETH), which has continued to slide in price amid a broader market downturn.
Cointelegraph is committed to independent, transparent journalism. This news article is produced in accordance with Cointelegraph’s Editorial Policy and aims to provide accurate and timely information. Readers are encouraged to verify information independently.
TL;DR Vitalik Buterin has introduced the Lean Ethereum roadmap, with upgrades planned over the next three to four years. The roadmap prioritizes quantum-resistant cryptography, native STARK verification, and improved network scalability. Ethereum also plans to expand programmable privacy and introduce a scalable state architecture capable of handling up to 100TB by 2030. The upcoming Glasterdam upgrade is expected to raise Ethereum’s gas limit, boosting the network’s transaction capacity. Ethereum’s long-term development roadmap is taking center stage after co-founder Vitalik Buterin unveiled a sweeping vision for the network’s next phase of evolution.
Dubbed “Lean Ethereum,” the roadmap lays out a series of protocol upgrades expected to unfold over the next three to four years. The initiative aims to strengthen Ethereum’s security, improve scalability, expand privacy capabilities, and prepare the blockchain for future technological threats, including quantum computing.
Two weeks ago, Ethereum researchers met in Berlin to continue charting the protocol's long-term trajectory, following along discussions with client teams in Svalbard in April.
The updated strawmap is at https://t.co/HZEerH1xxI, and I attached a picture of it to this post.
My… pic.twitter.com/KPGayHSySf
— vitalik.eth (@VitalikButerin) July 4, 2026
The proposal comes as Ethereum continues refining its post-Merge architecture while developers work toward making the network more efficient and resilient for long-term adoption, a move that has had quite some effects on its price.
Lean Ethereum Prioritizes Quantum Security and Network Efficiency One of the biggest priorities outlined by Buterin is making Ethereum resistant to future quantum computing threats. He proposed replacing the network’s remaining quantum-vulnerable cryptographic components with post-quantum alternatives, reflecting what he described as a growing urgency around quantum security.
Another key objective is integrating recursive STARKs as a native verification component. STARKs are cryptographic proofs designed to verify computations efficiently while improving scalability and security. Making them native to Ethereum could simplify verification processes across the network.
The roadmap also introduces a new “scalable state” architecture capable of expanding to roughly 100 terabytes by 2030. According to Buterin, the approach could reduce transaction costs for certain token types by more than tenfold while allowing Ethereum to handle significantly larger amounts of on-chain data.
Network capacity is also expected to improve through the upcoming Glasterdam upgrade, which Buterin said should substantially increase Ethereum’s gas limit. A higher gas limit would allow more transactions and computational work to fit into each block, improving throughput without fundamentally changing the network’s architecture.
Privacy Becomes a Core Ethereum Goal Beyond scalability and security, the roadmap elevates privacy to one of Ethereum’s central development goals.
Buterin said the project will explore RISC-V or leanISA virtual machine designs to support programmable privacy while maintaining scalability. Rather than treating privacy as an optional feature, the roadmap positions it as a core part of Ethereum’s long-term evolution.
The proposed changes extend across multiple layers of the protocol, making the roadmap comparable in scope to previous landmark upgrades such as The Merge, which transitioned Ethereum from proof-of-work to proof-of-stake in 2022.
While the roadmap presents an ambitious technical vision, its implementation will likely depend on Ethereum’s ability to deliver complex upgrades over several years.
The proposal arrives during a period of organizational change at the Ethereum Foundation, which has recently undergone restructuring aimed at streamlining operations. Those changes have prompted broader discussions within the community about how quickly major protocol improvements can be delivered.
Vitalik Buterin, one of the co-founders of Ethereum, has announced the “Lean Ethereum” roadmap, outlining the network’s next three to four years of technical evolution. The comprehensive strategy introduces far-reaching changes aimed at strengthening security, scalability, privacy, and the long-term technical resilience of Ethereum’s protocol.
Quantum-proof security and scaling take center stageAmong the most striking elements of Buterin’s roadmap is a focus on preparing Ethereum for the risks posed by future quantum computing advances. To address this, core cryptographic components that remain vulnerable to quantum attacks are slated to be gradually replaced with post-quantum alternatives.
Vitalik Buterin is prioritizing the elimination of Ethereum’s remaining quantum vulnerabilities and preparing the network for next-generation computing threats.
Another key pillar in the plan is integrating native recursive STARK verification into Ethereum. This innovation will enable more efficient validation of complex transactions, directly supporting the network’s ambitions for greater security and scalability.
Mini glossary: STARK is a cryptographic technology that allows one to prove the correctness of computations or transactions without revealing all underlying data. Recursive STARKs let these proofs validate each other, enabling much larger data volumes to be handled more efficiently.
Buterin is also proposing a new structure labeled “scalable state architecture.” This model is projected to support approximately 100 terabytes of data capacity by 2030. With this approach, transaction costs for specific token types could be reduced more than tenfold, and the network’s on-chain data capacity would see significant expansion.
The roadmap’s vision for boosting Ethereum’s transaction throughput also features the Glasterdam upgrade. Buterin anticipates that this update will markedly raise the network’s gas limit, allowing each block to process more transactions and computational workloads than ever before.
Privacy is elevated to a core directionBut the focus extends beyond speed and security. Buterin has also positioned privacy as one of Ethereum’s fundamental ambitions. In this context, virtual machine designs based on RISC V or leanISA are planned to enable scalable programmable privacy while maintaining performance.
This strategy signals a shift: privacy is set to move from being an optional feature to a core architectural goal of the Ethereum network. The scope of these proposed changes is seen as comparable to The Merge update in 2022, which transitioned Ethereum from proof of work to proof of stake.
Although Buterin’s roadmap sets forth an ambitious technical vision, its realization will rely on implementing a series of complex updates over the coming years. As a result, the Ethereum Foundation, which has recently undergone structural changes, may face even greater pressure to deliver. The Foundation remains a central force in driving Ethereum’s core research and development efforts.
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.
Cover image via www.freepik.com Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.
After months of persistent underperformance that left Ethereum bulls deeply frustrated, the highly watched ETH/BTC cross-asset pair is finally showing signs of life.
According to prominent market trader CarpeNoctom, the daily ETH/BTC chart is approaching a major convergence of technical buy signals.
However, given the pair’s history of head fakes and false starts over the past year, market participants are remaining disciplined, waiting for definitive confirmation before aggressively entering the trade.
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Eyes on the Kumo CloudThe asset has spent the entirety of late 2025 and the first half of 2026 locked within a descending pitchfork channel.
The ETH/BTC spot exchange rate is currently trading at 0.028. It is directly interacting with a thick, red-shaded Ichimoku Kumo cloud and a critical descending red trendline designated as the "mega diagonal resistance."
ETH/BTC
warming up, nearing a kumo breakout + ML PF breach. mega diag res to watch as well. this one has continued to disappoint for months so i wont be touching until confirmation of breakout. pic.twitter.com/QfytzhF3u8
— CarpeNoctom (@CarpeNoctom) July 4, 2026 A yellow arrow superimposed on the chart outlines the projected path forward. If Ethereum can gather enough bullish momentum to breach the upper boundary of this pitchfork channel and trigger a full "kumo breakout," it opens a clear technical path to push upward toward the 0.036 zone by late summer.
The "Lean Ethereum" roadmapIn the meantime, Ethereum’s core developers are completely reinventing the network’s underlying architecture to spark a long-term fundamental reversal.
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Following a high-level research summit in Berlin two weeks ago, Ethereum co-founder Vitalik Buterin published the network’s updated development blueprint.
Dubbed "Lean Ethereum," this roadmap outlines the third major iteration of the protocol, representing a multi-year reconstruction phase as significant as the historic transition known as "The Merge."
According to the official project outline published at strawmap.org, the four-year upgrade cycle will touch almost every major core mechanism of the protocol to future-proof the network.
Is the Ethereum [ETH] resurgence underway? The leading altcoin’s bulls have defended the $1,560 support level twice in June. At the time of writing, the price was at $1,767 and inching toward the psychological $2k mark.
AMBCrypto reported that a whale had taken a $9 million loss after closing a short position on ETH worth $54.1 million. The futures market data showed more active participation from retail traders.
Alongside this potential short‑term revival, the monthly chart flashed a buy signal. The last two times this signal appeared, Ethereum rallied 235% and 182%, respectively.
Source: CryptoQuant On the 3rd of July, ETH’s Funding Rate leapt to 0.0136%, matching the highs it reached in the first few days of June. Yet, Ethereum was trading much lower than it had been a month ago.
Funding Rates rising to highs from early June, while prices stabilized above the $1,560 local lows, suggested a long-side bias has built ahead of a structural recovery, pointed out crypto analyst Zizcrypto on CryptoQuant Insights.
Source: ETH/USD on TradingView The structure remained bearish on the 1-day price chart. AMBCrypto reported that a double-bottom just above the $1.5k mark was formed lately. To climb back to the $2,000 level, the $1.8k level must be flipped to support first.
Even if this level is flipped to support, the Fibonacci retracement levels emphasized that a bounce to $2.1k-2.2k would still be one for swing traders to sell.
A clean breakout past $2,466, the recent swing high on this timeframe, is needed to flip the structure from bearish to bullish.
Exploring the Ethereum builder divergence Something has changed about Ethereum. The divergence between speculative capital inflow and network utility was getting more profound. It is possible that this scenario could lead to a price appreciation.
Source: CryptoQuant Notably, crypto analyst Crypto Onchain wrote that new smart contract deployments have surged 303% compared to the 90-day average. Meanwhile, Binance stablecoin netflows were down by 887%, averaging a daily outflow of $170 million.
The analyst believed that this was a “builder’s phase” where, as traders stepped out of the market, developers were moving into the ecosystem. Soon, a utility-driven price momentum move could commence.
It will hinge on recovering macroeconomic conditions, increased demand and liquidity conditions, and a recovery in investor confidence.
Final Summary Ethereum’s funding rate climbed to highs last seen in early June, even as its price structure deteriorated sharply over the past month. The increase in smart contract deployment alongside falling trading activity illustrated a “builder’s phase” divergence.
F2Pool co-founder Wang Chun reportedly transferred a portion of his WBTC and ETH purchases from June to Binance, making a profit of approximately $3.4 million at current prices.
According to on-chain data, Wang Chun purchased approximately 70,600 ETH and 966 WBTC in June. The total value of these purchases is estimated to be around $117 million for ETH and approximately $60.29 million for WBTC.
Following the recovery in the cryptocurrency market in July, Wang Chun reportedly transferred 36,600 ETH and 160 WBTC to Binance in recent days. These transfers are believed to be aimed at profit-taking after the dips seen in June.
On the other hand, another significant transaction that caught attention in the market came from a wallet allegedly linked to Mining Express. Approximately 16 hours ago, this wallet reportedly exchanged 5,004 ETH for around 8.8 million DAI.
Blockchain researcher Specter stated that he first identified this address on June 15th, but recently completed the detailed tracking and analysis process. Specter also shared multiple linked wallets to verify the address.
This large-scale ETH swap has raised questions in the market regarding past fund movements and potential liquidation motivations. According to Specter’s analysis, the address has an on-chain connection to the Mining Express project, launched in Ukraine in 2019 by Brazilian founder Kaze Fuziyama.
Mining Express initially attracted investors with a multi-level marketing model, but was later accused of being a Ponzi scheme. After halting repayments, the project shifted its focus to cloud rendering and similar business models.
Historical on-chain records show that the wallet in question received 4,512 ETH from a linked address on March 19, 2024, and subsequently staked these assets via Lido and Ether.fi. As of April 2026, all of the ETH was staked, and it was completely unstaken on May 4th.
*This is not investment advice.
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5 July 2026 | 10:25 Ethereum is caught in a striking split: its co-founder just unveiled ambitious roadmap, even as the token defends the exact line separating a five-year uptrend from a breakdown. In between sits the quiet proof that matters most, institutions keep building on Ethereum regardless of price.
Key Takeaways Vitalik Buterin unveiled “Lean Ethereum,” a three-to-four-year rebuild of the protocol. It prioritizes quantum resistance, privacy, scalability, and a leaner architecture. ETH sits at $1,763, exactly on the 100-month average that has held since 2022. Crédit Agricole just launched a euro stablecoin on Ethereum, which hosts 52% of the market. There’s a striking split in Ethereum right now. On one side, its co-founder has just laid out the most ambitious technical roadmap since the network abandoned mining, a multi-year plan to rebuild almost everything about how Ethereum works. On the other, the token itself is sitting on the exact line that separates a five-year uptrend from its first structural break. And in between those two extremes sits the quiet evidence that may matter most: institutions keep building on ETH regardless of what the price does. Put together, these three threads tell a coherent story about where Ethereum actually stands in mid-2026, ambitious in vision, fragile in price, and increasingly entrenched as financial infrastructure.
Vitalik’s Blueprint for the Next Ethereum On July 4, Buterin published on X what he calls “Lean Ethereum,” describing it not as a single upgrade but as the network’s third major iteration after the original launch and the 2022 Merge. The framing matters: this isn’t another routine hard fork. It’s a coordinated sequence of work, scoped across the next three to four years, that touches nearly every layer of the protocol, verification, consensus, execution, state storage, privacy, and cryptography.
The headline priorities are clear. Quantum resistance has, in Buterin’s words, “shifted up a LOT in priority,” with quantum-safe designs for ETH’s data “blobs” now treated as urgent. Privacy gets elevated from an optional, application-level feature to something built into the protocol itself; as Buterin put it, “privacy is no longer an afterthought, it is a first-class goal.” And the scalability work is sweeping: continued gas-limit and blob increases, faster slot times, and a new “scalable state” architecture that could expand to roughly 100 terabytes by 2030 while cutting transaction costs for some token types by more than tenfold.
Ethereum’s scaling trajectory alongside its long-term technical roadmap. Perhaps the most far-reaching idea is a possible move beyond the Ethereum Virtual Machine. Buterin floated transitioning the protocol toward a leaner execution environment built on architectures like RISC-V or leanISA, with today’s EVM eventually becoming a compatibility layer rather than the core engine. Alongside that sits a shift away from every node re-executing every transaction, replaced by recursive STARK proofs that verify correctness mathematically, one prover does the heavy lifting, everyone else checks a compact proof.
The unifying theme is exactly what the name suggests: a leaner, simpler, more defensible Ethereum. As Buterin summed it up, “Ethereum is scaling. Ethereum is reinventing itself.”
Two weeks ago, Ethereum researchers met in Berlin to continue charting the protocol’s long-term trajectory, following along discussions with client teams in Svalbard in April.
The updated strawmap is at https://t.co/HZEerH1xxI, and I attached a picture of it to this post.
My… pic.twitter.com/KPGayHSySf
— vitalik.eth (@VitalikButerin) July 4, 2026
There are two things worth holding in view before treating any of this as done. First, the timeline: nothing in Lean Ethereum changes the network in 2026. This is a “strawmap,” Ethereum’s term for a working plan that is explicitly not a locked schedule, with forks spread across the rest of the decade and core post-quantum work targeted around 2029. It’s a direction, not a delivery date.
That priority draws support from outside the core developer world, too. Fundstrat’s Tom Lee has argued that Ethereum may be better positioned than Bitcoin to handle future quantum-computing risks, precisely because it can upgrade both its protocol and its wallets as threats evolve. He’s also pointed out that many smart-contract platforms are increasingly using formal verification to keep code “pristine and basically resistant to exploit.” Lee expressed confidence that “the Bitcoin community is going to figure this out,” but his view is that Ethereum has more flexibility to push protocol-level security upgrades if quantum threats become real, which is exactly the adaptability the Lean Ethereum roadmap is designed to formalize.
Second, the context. The roadmap arrives while the Ethereum Foundation is in the middle of restructuring, having cut roughly 20% of its staff to reduce spending, with several notable contributor departures this year. That’s the tension critics have flagged: an enormously ambitious multi-year plan announced by an organization that just got smaller. Whether the reorganized Foundation and its client teams can convert this vision into time-bound deliverables is the open question the roadmap can’t answer on its own.
The Price Is Fighting for Its Foundation While the roadmap looks years ahead, the ETH chart is fighting a battle happening right now, and it’s happening at a precise level. ETH trades at $1,763, sitting almost exactly on its 100-month simple moving average at $1,762. That line, converging with the long-term ascending trendline drawn from the 2022 lows, is the same confluence zone that marked the 2022 bear-market bottom and the 2025 low near $1,400. It’s the line separating a five-year uptrend from its first genuine structural break.
ETH/USD monthly macro technical chart on Coinbase / Source: TradingView June closed as a large red monthly candle that sliced through that 100-month average intraday. July has clawed it back, up 12.35% month-to-date. A monthly close above $1,762 keeps the multi-year structure intact; a close below it, and below the trendline, would be the first break of that ascending support since 2022.
The rest of the picture demands caution. The real ceiling is the 50-month SMA at $2,387, roughly 35% overhead, the level that capped every bounce through early 2026, and it’s now flattening and beginning to roll over for the first time since 2023. Monthly RSI at 42.18, below its signal line, is the weakest monthly momentum since the 2022 bottom, though it hasn’t yet printed the sub-35 readings that marked that low. Zoom out and the macro structure is a series of lower highs, from above $4,800 in 2021 to roughly $4,900 in 2025, before the 2026 collapse to $1,550 in June. ETH has round-tripped its entire 2024-2025 rally and sits back at levels first crossed in 2021. The +12% July candle, in other words, is a defense of the last long-term support, not yet a reversal.
The Quiet Proof Underneath the Price Here’s where the two extremes, grand roadmap and fragile chart, get reconciled by a third thread that gets far less attention: while the token is fighting, institutions keep choosing Ethereum as their settlement layer. The clearest recent example landed on July 1, when Crédit Agricole, one of Europe’s largest banks, launched its euro-denominated stablecoin, EURXT, issued on the blockchain through its asset-servicing arm CACEIS.
The details underline how serious it is. EURXT is a MiCA-compliant electronic money token, pegged 1:1 to the euro, backed by dedicated cash reserves, and it was used immediately to settle a subscription into a tokenized Amundi money market fund, described as the first such settlement of a tokenized Luxembourg-domiciled UCITS fund in a euro stablecoin at the European level. This is a systemically important European bank routing real tokenized finance through Ethereum’s rails, not experimenting on a testnet.
And Crédit Agricole isn’t an outlier. ETH remains the dominant blockchain for stablecoins, hosting $162.6 billion, or 52.4% of the entire market, according to data from Artemis. Tron sits second at $89.3 billion (28.8%), while BNB Chain (5.4%) and Solana (5.2%) trail far behind. Together, Ethereum and Tron account for 81.2% of all stablecoin supply.
Breakdown of market share across major blockchain networks / Source: Artemis That concentration matters because stablecoins are the primary source of liquidity across crypto, the chains holding the largest balances see the most trading, DeFi activity, payments, and institutional adoption. Ethereum’s commanding lead is the tangible version of the case the roadmap makes in theory: this is where tokenized dollars, and increasingly tokenized funds, actually live.
Where Ethereum Actually Stands The roadmap is Ethereum’s long-term bet, that it can out-engineer its rivals on scalability, privacy, and quantum security rather than compete on marketing, and it’s a bet that won’t pay off, or fail, for years. The chart is the short-term reality, a token defending its last major support with weak momentum, having given back years of gains. And the stablecoin and bank-adoption data is the present-tense evidence that Ethereum’s institutional foundation is deepening even through the price weakness.
Its price says the market has lost conviction; its infrastructure says the opposite. A bank issuing a regulated euro stablecoin on Ethereum, and half the entire stablecoin market living there, are not the signals of a network in decline, even as the token tests a line it hasn’t broken in five years. The roadmap describes where Ethereum wants to go, the chart describes how much doubt surrounds it right now, and the adoption data describes the foundation that has to hold for the ambition to matter. Which of those wins out is the question the next few years, and the next few monthly closes, probably will answer.
This article is for informational purposes only and does not constitute financial advice. Consult a professional before making investment decisions.
Author
Kosta has reported on cryptocurrency markets and blockchain infrastructure since 2020, bringing over six years of hands-on experience in the crypto industry built through daily tracking of markets, trends, and emerging blockchain developments. Specializing in Bitcoin on-chain analysis, institutional ETF flows, and digital asset price action, his work at Coindoo has been cited by other news agencies and consistently covers market developments with a focus on data-driven reporting across Bitcoin, Ethereum, Solana, and XRP. Over the years, Kosta has contributed to multiple crypto media outlets in different regions, authoring over 6,000 articles across the sector. His reporting spans cryptocurrency markets and the broader fintech industry, tracking not only price action but also the technological and regulatory forces shaping the ecosystem. To support his analysis, Kosta actively leverages on-chain data and metrics from leading platforms such as Santiment, Glassnode, and CryptoQuant, enabling deeper, evidence-based market insights. He believes in the power of transparency and the data that underpins the blockchain ecosystem. His academic background in Marketing Management from Denmark further complements his analytical approach, adding a strong understanding of communication strategy and content positioning to his work.
After months of underwhelming performance, the ETH/BTC pair—trading between Ethereum and Bitcoin—has returned to the spotlight. Investors who had grown frustrated with Ethereum’s lag are now watching closely as new technical signals appear on the charts, hoping for decisive movement.
Notable consolidation on the chartsMarket analyst CarpeNoctom pointed out that several key buying signals are coming together in the daily ETH/BTC chart. Despite these encouraging signs, most investors remain cautious. Over the past year, a series of false breakouts and short-lived rallies have tempered enthusiasm for early positioning in the pair.
Since late 2025 through the first half of 2026, the ETH/BTC pair has been moving within a descending pitchfork channel, and is currently quoted at 0.028. The price is sitting at a critical juncture—touching both the thick red Ichimoku Kumo cloud and the major downward “mega diagonal resistance” trendline marked on the chart.
Mini glossary: The Ichimoku Kumo, or cloud, is the area of a technical analysis tool that highlights support and resistance zones together. A pitchfork channel describes a channel pattern used to track whether prices are moving within a particular slope or angle.
According to the chart projection, if Ethereum gathers enough strength to break above the upper limit of the channel, and delivers a full breakout from the Kumo cloud, technical analysis suggests that 0.036 could be in play by the end of summer.
Should Ethereum decisively push past the upper boundary of the pitchfork channel and stage a complete Kumo breakout, technical structure indicates clear space for a move toward the 0.036 zone by the end of summer.
Network poised for multi-year transformationAs investors watch for signs of a trend shift, Ethereum developers are quietly working on a comprehensive overhaul of the network’s underlying architecture. This initiative aims for profound, long-term transformation, well beyond any short-term price fluctuations.
Following a research summit in Berlin two weeks ago, Ethereum co-founder Vitalik Buterin unveiled the network’s updated development roadmap. As one of the ecosystem’s leading figures, Buterin continues to play a pivotal role in shaping the technical future of Ethereum.
Lean Ethereum roadmap comes to the foreThe new “Lean Ethereum” roadmap represents the protocol’s third major era, outlining plans for a multi-year reconstruction acknowledged to be as significant as the historic Merge. The approach signals an ambitious vision for Ethereum’s ongoing evolution.
According to the official project draft, a four-year cycle of updates will touch nearly every major mechanism of the protocol. The scope of these changes aims to make the network more resilient and better equipped for the demands of the future.
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.
Key Highlights Ethereum’s co-founder Vitalik Buterin has announced the “Lean Ethereum” initiative, a comprehensive upgrade plan spanning 2026 through 2029 with changes comparable to the 2022 Merge Quantum defense has been significantly elevated as a priority concern, with immediate focus on developing quantum-resistant blob architecture Privacy features are transitioning from optional add-ons to fundamental layer-1 protocol components Developers are considering implementing a secondary virtual machine—either leanISA or RISC-V—to complement the current EVM Skeptics express concern about the Ethereum Foundation’s track record of meeting projected deadlines Vitalik Buterin, Ethereum’s co-creator, has released an extensive strategic roadmap dubbed “Lean Ethereum” that outlines the network’s evolution through the end of the decade. The comprehensive blueprint addresses fundamental protocol changes across multiple technical layers.
The announcement came via X on Saturday, with Buterin outlining a three-to-four-year implementation timeline. He drew parallels to the transformative September 2022 Merge that transitioned Ethereum from proof-of-work to proof-of-stake consensus.
Two weeks ago, Ethereum researchers met in Berlin to continue charting the protocol's long-term trajectory, following along discussions with client teams in Svalbard in April.
The updated strawmap is at https://t.co/HZEerH1xxI, and I attached a picture of it to this post.
My… pic.twitter.com/KPGayHSySf
— vitalik.eth (@VitalikButerin) July 4, 2026
This strategic vision emerged from collaborative discussions at a Berlin research summit, where core developers and technical researchers convened to reassess the network’s long-term trajectory.
Quantum Threats Drive Accelerated Defense Timeline A notable recalibration in priorities involves quantum computing resistance. Buterin emphasized that quantum defense “has shifted up a LOT in priority,” characterizing the development of quantum-resistant blob infrastructure as “urgent.”
The strategic blueprint mandates elimination of all quantum-susceptible elements throughout the protocol stack. Engineers have already initiated development on quantum-secure blob architecture.
Additionally, the roadmap introduces recursive STARKs as fundamental layer-1 infrastructure, superseding the existing direct re-execution verification methodology.
Privacy Elevated to Protocol Foundation Privacy capabilities have been promoted from supplementary features to essential layer-1 objectives. Buterin noted this now encompasses critical areas including mempool architecture and state tree structure.
This represents a fundamental architectural transformation. Historically, privacy functionality within Ethereum existed primarily at the application tier rather than being embedded in the base protocol.
The roadmap also contemplates introducing an alternative virtual machine. Buterin suggested Ethereum might deploy leanISA or RISC-V parallel to the existing EVM, ultimately aiming for a more streamlined and efficient protocol foundation.
Regarding consensus mechanisms, the plan aims to achieve one- to two-round finality by separating the availability chain from finality processes. This approach seeks to enhance security while minimizing latency.
For state management, Buterin indicated Ethereum will maintain its current dynamic state architecture while incorporating additional state categories to boost scalability. Projections suggest that by 2030, Ethereum will manage 2 TB of dynamic state alongside 100 TB of newer state formats. Transitioning applications such as tokens and NFTs to these new state structures could reduce transaction costs by over tenfold.
Implementation Timeline Faces Scrutiny The proposed timeline has generated skepticism within the community. Researcher Dankrad Feist, while endorsing the strategic direction, argued that the three-to-four-year timeframe is unnecessarily prolonged, proposing that AI-assisted development tools could compress delivery to one year.
Crypto analyst Ignas Fiodorovas similarly supported the roadmap’s objectives but questioned the Ethereum Foundation’s capacity to honor its commitments, citing historical precedents of missed deadlines.
Fiodorovas also identified a critical omission: enhanced tokenomics for Ether itself, which has experienced sustained price depreciation throughout recent market turbulence.
This roadmap follows the Ethereum Foundation’s decision last month to reduce headcount by approximately 20%, part of a broader 40% budget contraction. Several prominent contributors have also exited recently, including protocol developers Tim Beiko and Barnabé Monnot.
Binance, the world’s largest crypto exchange by trading volume, recorded a sharp surge in weekly outflows as Ethereum withdrawal activity climbed to a multi-year high.
According to DefiLlama data viewed by Cointelegraph on Sunday, Binance saw $1.23 billion in net outflows during the week beginning June 29, a 207% increase from roughly $400 million the week prior, while monthly net outflows totaled about $3.2 billion.
Separately, CryptoQuant community analyst Darkfost reported Friday that Binance’s Ethereum withdrawal transactions hit their highest level in more than three years, with over 166,000 withdrawal transactions in a single day.
While some of the movement may reflect accumulation behavior, Darkfost pointed to regulatory uncertainty stemming from the European Union’s Markets in Crypto-Assets Regulation (MiCA) and short-term market positioning as possible drivers.
ETH outflows vs price reboundBinance’s ETH withdrawals marked the sharpest increase in withdrawal transactions recorded on Binance since March 2023, coinciding with Ether posting a modest rebound of around 10% over two days, according to CryptoQuant data.
“This surge in withdrawals could reflect genuine demand building around the $1,500 level, with investors choosing to take exposure and pull their funds off the exchange, a pattern that typically points toward longer-term accumulation rather than short-term trading,” Darkfost said.
Source: CryptoQuant
Ether prices showed a broader recovery over the past week. According to Coingecko data, ETH rose about 12.5% over the past seven days, trading at $1,766 at the time of publication.
Bitcoin, the largest cryptocurrency by market capitalization, also edged up 4.3% over the same period, trading at $62,925 at the time of publication.
Outflows dominate CEXs while inflows remain fragmentedApart from Binance, several other centralized exchanges (CEXs) also recorded outflows over the past week.
Bitfinex saw $407.5 million in outflows, followed by Gate at $214.3 million. OKX recorded $87.1 million in outflows, while Bybit posted $78.4 million, according to DefiLlama data.
Top five exchanges sorted by weekly net flows. Source: DefiLlama
On the inflow side, Crypto.com and HashKey Exchange led gains over the past week, recording around $63 million and $53.3 million in net inflows, respectively.
Smaller inflows were also seen across KuCoin at $22.1 million, Gemini at $17.4 million, and Bitvavo at $15.8 million over the same period.
Magazine: Bitcoin copying 2022 ‘almost perfectly,’ Ether to $4K in 2026: Market Moves
Cointelegraph is committed to independent, transparent journalism. This news article is produced in accordance with Cointelegraph’s Editorial Policy and aims to provide accurate and timely information. Readers are encouraged to verify information independently.
Vitalik Buterin has outlined Lean Ethereum, a sweeping redesign he calls the network’s third major evolution after the Merge. The upgrades will roll out across three to four years, touching nearly every core part of the protocol.
Buterin shared the plan through a public roadmap he calls the strawmap, an Ethereum Foundation draft. He said almost every major piece will be replaced, calling the effort ambitious yet low-risk.
What Lean Ethereum ChangesRecursive STARKs sit at the center. The cryptographic proof system would verify the chain rather than force every node to re-execute transactions. Buterin wants these proofs enshrined as a core protocol component.
Quantum safety has also jumped up the list. The roadmap swaps quantum-vulnerable cryptography for hash-based schemes built to outlast quantum computers. The shift echoes NIST, the US standards body that finalized its first post-quantum encryption standards in 2024.
The most disruptive change targets how Ethereum stores data. Buterin would keep today’s core protocol architecture largely intact. He would add a restrictive new state type that scales toward 100 TB by 2030.
Rewriting an ERC-20 token or non-fungible token (NFT) into that format could cut fees more than 10x. Complex apps like decentralized exchanges would stay put.
Privacy becomes a first-class goal, not an afterthought, extending Buterin’s broader privacy push. Nearer term, the upcoming Glamsterdam upgrade should raise the gas limit.
Buterin has reason for confidence. The 2022 Merge moved Ethereum to proof of stake and cut its energy use by more than 99%. It shipped with little disruption to users or apps.
“But make no mistake, this IS the third major iteration of Ethereum in the same way that the Merge was the second,” Vitalik Buterin articulated.
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Not Everyone Buys the TimelineThe schedule drew fast pushback, and not from outsiders. Dankrad Feist praised the vision but called three to four years far too slow. The Ethereum Foundation researcher’s data-scaling work gave danksharding its name.
“Fully proven STF and scaling to Gigagas with finality in seconds gets me excited! But 3-4 years is very slow… I think we should be ambitious and get it done in ~1 year. I think this is realistically possible now with LLMs,” Dankrad Feist suggested.
His faith in AI is not fringe. The strawmap itself assumes human-first development and concedes that AI-accelerated research could compress the timeline.
Others were more cautious. Some urged the Foundation to underpromise, drawing the reply that underpromising only leads to under-delivery.
2 years seems between possible and likely, but from a communication perspective I think it would be irresponsible for V/EF to communicate a 1-2 year expectation. Better to underpromise.
— Matt Liston (@no__________end) July 4, 2026 The stakes are practical. The overhaul arrives weeks after a leaner Ethereum Foundation cut about 20% of its staff, or 54 roles. It has also moved to a tighter, endowment-style budget.
The strawmap remains a draft, not a schedule. Buterin said the coming Hegotá fork is likely the last before the Lean era begins.
Ethereum Price Performance. Source: BeInCryptoEther (ETH) has fallen about 41% in 2026 to near $1,760. For now, its market price reflects a market waiting on delivery, not promises.
TLDR: Ethereum price prediction now centers on the $1,779 resistance level after ETH gained 4.73% and moved back near a critical short-term range. ETH reclaimed attention after moving above $1,750, while traders now watch whether the level can hold as support in the coming sessions. Whale activity, Binance outflows, and spot ETF interest are improving sentiment, although weak network activity still limits bullish conviction. A break above $1,779 could open the way toward $1,850 to $1,900, while a drop below $1,633 may renew downside pressure. Ethereum price prediction has turned sharply toward the $1,779 resistance zone after ETH rose 4.73% to $1,690.61 in the latest session. The move came as traders watched whether Ethereum could hold above the recently reclaimed $1,750 area. Market analyst Ted says ETH could move toward $1,850 to $1,900 as long as that level holds.
Still, the rebound comes after a weak quarterly stretch. Ethereum has faced falling network activity, mixed ETF demand, and pressure below key moving averages. That makes the next resistance test important for short-term direction.
Ethereum Price Prediction Focuses on the $1,779 Barrier Ethereum price prediction now depends heavily on whether buyers can clear the $1,779 resistance level. That area aligns with the Ichimoku Kijun and sits close to the MA-20 at $1,775 and MA-50 at $1,756. A clean move above that cluster could shift the short-term structure.
Source: TradingView The market is also watching the $1,753 zone. This level previously acted as support and now sits near the first major test for bulls. If ETH holds above it, traders may view the recent drop as a failed breakdown.
Meanwhile, the broader setup remains uneven. ETH has traded below several former support levels, including $1,925, $2,175, and $2,375. These zones may now act as resistance if the rebound extends.
Momentum signals are also split. MACD points to stronger buying pressure, while RSI near 55 shows Ethereum has not yet entered a clear bullish zone. CCI and Bull/Bear Power still lean bearish, suggesting sellers have not fully stepped aside.
That is why $1,779 matters. A breakout could invite fresh bids and short covering. Failure near that level may keep ETH trapped between $1,633 and $1,814.
Ethereum Price Prediction Weighed by Whales and ETF Flows Ethereum price prediction is not only about chart levels. On-chain and institutional signals are also shaping the current setup. Large Ethereum holders added exposure near late June lows. That buying has supported cautious optimism among traders.
Ethereum Active Addresses: Source: Glassnode At the same time, Binance withdrawals reportedly reached a three-year high. Exchange outflows can reduce available supply, especially when paired with whale accumulation. This often supports bullish narratives when price starts recovering.
However, Ethereum still faces pressure from weak network activity. Active addresses have fallen sharply from early-year highs, raising questions about user demand. Since ETH powers activity across the network, lower usage can weaken the fundamental case.
ETF flows also remain mixed but the renewed spot ETF interest and June outflows showed institutional demand was not yet stable. That divergence keeps the market from forming a clean bullish view.
For now, ETH appears likely to trade inside a consolidation band between $1,633 and $1,814. A breakout above $1,779 would strengthen the case for a move toward $1,850 and $1,900. A loss of $1,633 would shift attention back to $1,500 and deeper support near $1,200.
Institutional sentiment has improved through whale activity, exchange withdrawals, and Ethereum adoption efforts. Yet buyers still need confirmation through price action. The next decisive signal sits near $1,779, where Ethereum must prove the rebound has enough strength to extend.
According to HyperInsight’s monitoring, crypto personality "Big Brother Ma Ji" Huang Licheng has added to his ETH long positions. He currently holds a 25x leveraged long position of 9,390 ETH (valued at $16.56 million), with an average entry price of $1,721.04 and an unrealized profit of $400,000.
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According to on-chain analyst Ai Yi (@ai_9684xtpa), meme coins continue to be a key factor driving growth in public blockchain metrics. Solana’s active address count jumped 38% year-over-year to 31.38 million over the past seven days, ranking first among major public chains by a large margin; its transaction volume rose 9.8% in the same period, while transaction fees climbed 38%. The analyst added that today, fueled by CZ’s response, trading activity for BSC meme coins has picked up noticeably, and BSC’s on-chain data is expected to post strong performance tomorrow.
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Ethereum surged by 4.73 percent in the latest trading session, pushing its price up to $1,690.61 and drawing renewed focus to its short-term resistance zone. Traders are closely monitoring whether Ethereum can reclaim and sustain levels above the key $1,750 mark. Market analyst Ted points out that if this zone is maintained, Ethereum could find momentum towards the $1,850 to $1,900 range.
The $1,779 level stands out for short-term directionIn the near term, the $1,779 threshold is emerging as a crucial level. Overlapping with the Ichimoku Kijun line—a widely referenced indicator for market equilibrium—it also sits near the 20-day moving average at $1,775 and the 50-day moving average at $1,756. If Ethereum’s price manages a clean break above this technical cluster, short-term bullish sentiment could intensify.
Mini glossary: The Ichimoku Kijun line is a technical indicator that shows the market’s mid-term balance level. A price movement above this line may signal strengthening buyer momentum in the short run.
The $1,753 area is also under close observation, as it previously acted as a strong support. For now, buyers see this level as the first important test. If Ethereum stays above this threshold, the recent pullback may be interpreted less as a lasting breakdown and more as a failed dip.
Analyst Ted assesses that now that Ethereum has regained the $1,750 zone, as long as it holds, the price could move towards the $1,850 to $1,900 range.
Nevertheless, the broader outlook remains uncertain. Ethereum is still trading below key former support levels at $1,925, $2,175, and $2,375. Even if the uptrend holds, these regions could transform into resistance as the rally progresses.
Indicators send mixed signalsNot all technical indicators are aligned. While the MACD currently suggests that buying pressure is increasing, the RSI hovering near 55 fails to decisively enter bullish territory. At the same time, both the CCI and Bull Bear Power indicators imply that sellers have not completely withdrawn from the market.
That makes the $1,779 level not only a technical resistance but also a pivotal threshold that could determine Ethereum’s short-term direction. A break above this area might ignite new buying interest and prompt shorts to close their positions, while failure could mean further range-bound trading between $1,633 and $1,814.
Whale movements and ETF interest are under the spotlightIt’s not just the charts shaping sentiment. On-chain data and institutional flows are also greatly influencing the current landscape. Reports indicate that large-scale Ethereum investors—so-called whales—were accumulating at June’s lower levels, fueling cautious optimism among traders.
Mini glossary: A spot ETF is an exchange traded fund that directly holds the underlying asset. Interest in spot ETFs within the crypto market is widely followed as an indicator of institutional demand.
At the same time, withdrawals from Binance reached their highest level in three years. When such exchange outflows coincide with whale accumulation, the readily available supply for sale in the market is reduced—potentially supporting a more robust price rebound when demand ticks up.
IndicatorLevel or StatusPossible ImpactInitial support$1,753Holding above could empower buyersKey resistance$1,779Overcoming could pave the way for the $1,850 to $1,900 zoneMajor support$1,633Dropping below could intensify downward pressureWeakening network activity keeps sentiment cautiousHowever, sluggish activity on the Ethereum network continues to weigh on its outlook. The number of active addresses has fallen sharply from its highs earlier in the year, raising ongoing questions about the cryptocurrency’s fundamental trajectory.
Despite renewed institutional interest, weak network activity is preventing the emergence of a strong, unified bullish outlook in the market.
The picture for spot ETFs is also ambiguous. Even with a recent uptick in interest, outflows in June suggest that institutional demand hasn’t yet found stable ground. This divergence makes it harder for the market to establish a clear long-term direction.
For now, Ethereum looks likely to oscillate between $1,633 and $1,814. A break above $1,779 may energize targets in the $1,850 to $1,900 range. Conversely, if $1,633 is lost, attention could shift toward deeper support levels—first at $1,500 and then near $1,200.
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.
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According to HyperInsight’s monitoring, crypto personality "Big Brother Ma Ji" Huang Licheng has added to his ETH long positions. He currently holds a 25x leveraged long position of 9,390 ETH (valued at $16.56 million), with an average entry price of $1,721.04 and an unrealized profit of $400,000.
Another analyst, though, said that no one really cares about the OG meme coin at the moment.
Meme coin momentum has far evaporated from the peaks of a couple of weeks ago, even though there are some that are still making waves. However, most turn out to be owned by a few wallets that later dump on unsuspecting investors.
The situation with the leader of this niche is quite interesting. It continues to be a major cryptocurrency with a multi-billion-dollar market cap, but it has fallen out of investors’ grace as interest in it has diminished. Or has it?
Something Is Brewing Popular crypto analyst Ali Martinez, citing data from Glassnode, indicated earlier today that the network activity on Dogecoin has risen by almost 50,000 active addresses. The chart below demonstrates the rapid increase at the end of June and early July, going from under 40,000 to the aforementioned number.
Martinez noted that ‘something is brewing’ for DOGE just a day after he posted that the TD Sequential metric had flashed a major buy signal for the asset. The OG meme coin is up by 3% weekly, but it has slipped by 11% in the past month alongside most of the crypto market. However, the TD Sequential and the growing network activity could be the beginning of something more lasting.
Dogecoin $DOGE network activity has exploded to nearly 50,000 active addresses!
Something is brewing. https://t.co/yQZwPEPGGK pic.twitter.com/FCf1m8D3oV
— Ali Charts (@alicharts) July 5, 2026
Anyone Still Cares? Fellow analyst Daan Crypto Trades also weighed in on DOGE’s price moves and admitted that “no one really cares about this coin right now.” However, he said he is still watching it closely, especially if it heads toward its long-term support area within the $0.05 range.
He added that other crypto assets will perform better in this (or the next) cycle, but DOGE is “still one that tends to be reliable for a decent bounce once a bear market bottom is set.”
You may also like: Mining Profits Dry Up Across Bitcoin, DOGE, LTC, and BCH Could Dogecoin (DOGE) Be Setting Up for Its Next Big Move? Analysts Think So ‘Dead Meme’ or Major Opportunity? DOGE Is Flashing The Same Signal That Preceded Its Biggest Rallies Meanwhile, Celal Kucuker was a lot more bullish, indicating that DOGE has “one of the cleanest charts in crypto.” The analyst predicted that the meme coin could explode to $1.00, representing a new all-time high, since it couldn’t reach those levels during the Musk-led 2021 hype cycle.
TL;DR Dogecoin active addresses have surged to nearly 50,000, signaling renewed network activity. Whale traders are increasing long positions while closing shorts, boosting bullish sentiment. DOGE has fallen below a key support zone, keeping the technical outlook under pressure. Analysts are watching the $0.05–$0.06 support area unless bulls reclaim the $0.118 resistance. Dogecoin is showing mixed signals as on-chain activity accelerates while its price continues to face technical pressure. The meme coin has recorded a sharp rise in network participation, with active addresses climbing to nearly 50,000, even as critical support levels remain under threat.
The contrasting data suggests that although market interest in DOGE is increasing, traders remain divided over its near-term direction.
Fresh on-chain data indicates that Dogecoin’s daily active addresses have surged to almost 50,000, marking one of the strongest increases in network activity in recent months. Rising active addresses are often viewed as a sign of growing user engagement and can reflect increasing transaction activity across the blockchain.
The spike comes as broader crypto markets attempt to stabilize following recent volatility, putting Dogecoin back on investors’ watchlists.
Whale Positioning Turns More Optimistic Sentiment among larger market participants also appears to be shifting.
According to market data shared by analysts, whales have started reducing their short positions and increasing long exposure for the first time since Bitcoin began its decline from around $82,000. Among the assets attracting the strongest institutional-style signals are XRP and Dogecoin.
I’ve been preparing for the heat we have been seeing.
Started using a few new tools as well.
And for the first time since BTC started dumping from 82k, whales are moving towards longer positions and closing their shorts 🔥
A few tokens showing high signal: $XRP and $DOGE pic.twitter.com/7CIRXhkjmh
— Jana 👑 (@JanaCryptoQueen) July 4, 2026
A separate market sentiment dashboard also showed DOGE carrying one of the highest short concentrations among major cryptocurrencies, while its risk score moved into an elevated zone. Such positioning can create conditions for heightened volatility if prices move sharply against heavily leveraged traders.
Dogecoin Price Technical Picture Still Calls for Caution Despite improving network metrics and changing whale behavior, Dogecoin’s chart continues to reflect a bearish structure.
Recent price action shows DOGE falling below another major support zone between $0.074 and $0.08. The token also remains below both the 8-week and 21-week exponential moving averages, which continue trending downward, a sign that sellers still maintain control.
Bulls would need to reclaim the $0.118 resistance area to weaken the current bearish outlook or establish a convincing bottom before sentiment can shift meaningfully. If selling pressure continues, attention could turn to the long-term support region between $0.05 and $0.06, an area that has historically attracted buyers during previous market cycles.
1-week DOGE/USDT Chart | Source: TradingView Momentum indicators present a mixed picture. While the Stochastic RSI has already entered oversold territory, the Relative Strength Index (RSI) has yet to reach comparable levels, suggesting there could still be room for additional downside before a stronger reversal develops.
For now, Dogecoin presents conflicting signals. Rising network activity and improving whale positioning hint at renewed interest, but technical indicators continue to point toward caution until key resistance levels are reclaimed and the broader trend begins to improve.
Cardano's ADA has also shown positive signs of a more profound revival.
Bitcoin’s gradual price recovery that began after the early July correction continues, as the asset briefly exceeded $63,000 yesterday and now stands around that level.
Most larger-cap alts remain relatively sluggish on a daily scale, aside from SOL, HYPE, and XLM, which have dropped by up to 4%, and ADA and BCH, which have posted notable gains.
BTC Eyes $63K June was quite painful for the primary cryptocurrency, as it dropped by over 20%. July began on a similar note, as the asset dipped below $58,000 to chart a new multi-year low. However, the bulls finally intervened at this point and didn’t allow another leg down.
Just the opposite; bitcoin started to recover some ground and quickly reclaimed the $60,000 mark. After a brief dip below that line, the bulls went on the offensive once again, pushing the asset to $62,000 as the net withdrawals from the ETFs eased and investors poured some money in on Thursday.
BTC remained calm at above $61,000 and jumped once again on Saturday and earlier this morning, going to a multi-week peak of $63,400. Although it was stopped there, it now trades close to $63,000, posting a near 5% increase on a weekly scale.
Its market capitalization has risen to $1.260 trillion on CoinGecko, but its dominance over the altcoins remains well below 57%.
BTCUSD July 5. Source: TradingView LAB Rockets Ethereum was stopped at $1,800 yesterday and now sits at just over $1,760. BNB’s run couldn’t reclaim $580, and the asset trades below that level now. XRP is under $1.15, while SOL is testing the $80 support after a 2.4% daily decline.
HYPE and XLM have dropped even harder, with a 4% decrease from the former and a 3.4% dip from the latter. In contrast, ADA continues its recovery with another 9% surge to well over $0.19. BCH is up by around 6% and sits at $240.
LAB is by far the top gainer today, having skyrocketed by 80%. The asset, which has seen some intense volatility as of late, now trades at over $16.
The total crypto market cap has increased slightly from yesterday and now sits at $2.230 trillion on CG.
Cryptocurrency Market Overview July 5. Source: QuantifyCrypto
The cryptocurrency market continues to adapt to the new regulatory requirements that are gradually being implemented. In this context, Revolut informed some of its customers that it would remove USDT from its offering during the summer of 2026. This decision comes with a precise schedule that outlines several steps before the permanent removal of the stablecoin. It also illustrates how financial service platforms are gradually adjusting their cryptoasset offerings in response to the evolving regulatory framework.
In brief Revolut will gradually remove USDT, stopping purchases from July 6 and complete removal scheduled for August 31, 2026. USDT deposits will be permanently ceased starting July 30, 2026, and any incoming transfers will be automatically rejected. Holdings in USDT still present after August 31 will be automatically converted into users’ base currency at the day’s exchange rate. The platform justifies this decision based on regulatory and risk considerations, without specifying the jurisdictions concerned or the exact regulatory framework. This removal comes as USDT is progressively being removed from European platforms following Tether’s refusal to comply with MiCA regulation requirements. Revolut Specifies the Steps for the Removal of Tether’s Stablecoin Revolut announced that the purchase of Tether’s stablecoin will no longer be available from July 6, 2026. The complete removal of the asset is then scheduled for August 31, 2026. According to the information reported by Cointelegraph, this decision is based on regulatory and risk management considerations. However, it does not specify the rules that directly motivate this change.
At the same time, Revolut will end deposits of the stablecoin from July 30, 2026. After this date, all incoming transfers will be automatically rejected. Users therefore have a transition period to sell their tokens or transfer them to another compatible service. This schedule gives them several weeks to organize their operations.
Revolut informs its users about the removal of USDT from its crypto offering. Holders must sell or withdraw their funds before August 31, 2026, otherwise remaining holdings will be automatically converted into their base currency. Source: Cointelegraph.
Finally, Revolut indicated that users who still hold tokens after August 31 will not lose them. The platform will automatically convert remaining holdings into each client’s base currency at the exchange rate applicable at the time of the operation. This conversion will mark the end of support for this digital asset on the service.
USDT Continues to Face Regulatory Changes The removal of USDT occurs in a context where several industry players are gradually adapting their services. Digital asset service providers are modifying their offerings to accommodate the new regulatory requirements applied in Europe. This trend notably affects certain stablecoins whose compliance remains debated.
In its notice to users, Revolut only mentions “regulatory and risk considerations.” However, the company does not specify whether this measure will be applied globally or only in certain jurisdictions. It also does not mention the exact regulatory framework behind this decision. This communication leaves several questions regarding the precise scope of the removal.
USDT holders must also consider the deadline set by the platform. Tokens still present in accounts after August 31 will be automatically converted into each user’s primary currency. The rate applied will correspond to the market price on the day of the conversion. Customers thus have a clearly defined period to manage their holdings.
MiCA Regulation Continues to Transform the Market This decision comes as Revolut obtained, in November 2025, a license as a crypto-asset service provider (CASP) under MiCA regulation. This authorization appears in the official register of the European Securities and Markets Authority (ESMA). It was granted by the Cyprus Securities and Exchange Commission, allowing the company to operate under this new regulatory framework.
Finally, Cointelegraph indicated that Revolut did not respond to requests for comments concerning the jurisdictions involved or the exact extent of this measure at the time of publication. Meanwhile, USDT has been progressively withdrawn from European digital asset service providers since the end of 2024.
This situation is due to its issuer, Tether, refusing to comply with the requirements set by the MiCA regulation. Its CEO, Paolo Ardoino, regularly criticizes several provisions of this regulation, especially the obligations concerning reserves held with credit institutions within the European Union.
This development shows that Revolut continues adapting its offering to new rules governing the cryptoasset market. USDT remains at the heart of discussions on the application of MiCA regulation within the European Union. Thus, the next decisions of platforms and issuers will allow observation of how the stablecoin market continues to evolve in this new regulatory environment.
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Ghiles A.
Journaliste et rédacteur web passionné par l’univers des cryptomonnaies et des technologies Web3. J’y traite les dernières tendances et actualités afin de proposer un contenu de haute qualité à un large public du secteur.
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.
This week, the digital asset industry’s discussions centered on topics including AI, the EU’s Markets in Crypto-Assets (MiCA) regulation, stablecoins, and Bitcoin. On the AI front, multiple industry insiders noted that current market capital is shifting from digital assets to AI infrastructure development, and future value in the AI sector may be captured more by application layers and infrastructure providers rather than just large language model developers. Additionally, some argue that if the U.S. government acquires equity in OpenAI, it could further exacerbate the trend of centralization in the AI industry. On the regulatory side, as MiCA’s transition period has officially ended, EU crypto asset service providers must now obtain full MiCA licenses to continue operating. Industry players believe that regulatory compliance will gradually become a key competitive advantage for crypto payment and digital asset service providers in Europe. Regarding stablecoins, the industry continues to focus on the newly launched Open USD (OUSD). Analysts believe its ecosystem, involving over 140 institutions including Visa, Mastercard, Stripe, Coinbase, BlackRock, and BNY, is poised to challenge the existing stablecoin market landscape (such as USDC) by leveraging distribution advantages. However, some point out that OUSD still faces challenges including liquidity cultivation and governance coordination. On the Bitcoin front, market views are divided over recent capital operations by Michael Saylor’s firm Strategy. Some analysts argue that the company’s recent financing arrangements mean it may still sell Bitcoin to meet future funding needs; others believe the move effectively eases market concerns about its liquidity and default risks, representing a positive risk management measure.
Relevant content
Current funding rates on major centralized (CEX) and decentralized (DEX) exchanges show that bearish momentum for Bitcoin (BTC) and Ethereum (ETH) is easing, with market sentiment remaining neutral to slightly bearish.
According to Coinglass data, current funding rates on major centralized (CEX) and decentralized (DEX) crypto exchanges show that the bearish sentiment for Bitcoin (BTC) and Ethereum (ETH) has weakened compared to earlier, but most platforms have not yet formed sustained bullish signals. Specifically, BTC funding rates on multiple platforms hover around the 0.0100% benchmark line, reflecting an overall neutral-to-weak pattern. For ETH, funding rates on multiple platforms have risen above the 0.005% threshold, with ETH’s long sentiment recovering slightly stronger than BTC’s, though no broad bullish signal has emerged yet. BlockBeats Note: Funding rates are fees set by crypto trading platforms to maintain the balance between perpetual contract prices and their underlying asset prices, typically applied to perpetual swaps. They function as a fund exchange mechanism between long and short traders; platforms do not collect this fee, instead using it to adjust the cost or return of holding contracts to keep contract prices aligned with underlying asset prices. A 0.01% funding rate is the benchmark. A rate above 0.01% indicates widespread bullish market sentiment, while a rate below 0.005% signals widespread bearish sentiment.
13 minutes ago
The probability that the CLARITY Act will be signed into law in 2026 has risen to 52%.
According to Polymarket data, the probability that the CLARITY Act will be signed into law in 2026 has climbed to 52%, a 12-percentage-point increase from July 3. On the news front, the U.S. Major County Sheriffs' Association (MCSA) announced that after initially raising concerns about how the bill would affect illicit financial investigations, it no longer opposes the CLARITY Act. Analysts note that the MCSA’s shift in stance has eliminated a key barrier to the bill’s advancement, improving its feasibility of moving to a Senate vote. Still, opposition from the banking sector to stablecoin yield products and DeFi regulation remains a major source of uncertainty.
13 minutes ago
South Korean chip stocks have extremely high leverage concentration, with the asset size of SK Hynix’s leveraged ETF exceeding four times its average daily trading volume.
The Kobeissi Letter stated in a post that leverage levels in South Korean chip stocks have spiraled out of control. Total assets of single-stock leveraged and inverse ETFs tracking SK Hynix currently stand at roughly $19 billion, more than four times the stock’s approximately $4.5 billion average daily trading volume (ADTV) this year. Meanwhile, leveraged ETFs linked to Samsung hold around $12.4 billion in assets, a 176% premium over its roughly $4.5 billion ADTV. The Hong Kong-listed 2x long SK Hynix ETF has about $13 billion in assets, roughly double SK Hynix’s average daily stock trading volume — the largest gap among major stocks tracked by leveraged ETFs. By comparison, leveraged ETFs tied to Micron Technology (MU) hold roughly $9.9 billion in assets, below its approximately $27.5 billion ADTV; leveraged ETFs for Tesla (TSLA) and NVIDIA (NVDA) have around $6 billion and $5.6 billion in assets respectively, also far lower than their respective ADTVs of roughly $23.6 billion and $28.8 billion. Leverage concentration in South Korean chip stocks has reached extremely high levels.
13 minutes ago
Intel is considering adopting a double-sided power supply architecture for its 1.4nm process technology to catch up with TSMC and Samsung.
Intel is considering adopting a dual-side power supply architecture (utilizing both front and back sides) for its 1.4-nanometer ultra-fine process to catch up with competitors. Industry sources said Intel originally planned to use PowerDirect, a dedicated backside power supply technology, for its 1.4-nm base process 14A, but is now considering introducing a dual-side architecture that leverages both front and back sides in its subsequent 14A2 process. Intel previously announced plans to achieve 1.3x higher chip density on its 14A process compared to 18A; the 14A process targets an M0 pitch of around 28nm, while the 14A2 process could push the M0 pitch to 21nm via a half-node improvement. Intel will maintain a backside power network as its primary setup, while reallocating some front-side metal interconnects for auxiliary power and clock signals to compensate for insufficient power headroom caused by scaling and lithography limitations. Intel’s 14A process is scheduled to enter risk production in 2028 and mass production in 2029. The chipmaker needs to release the 0.9 version of its 14A process design kit (PDK) to external customers this October, and secure firm orders from large fabless clients within the following 18 months. By comparison, TSMC plans to ship its true 1.4nm A14 products in 2028, while Samsung Electronics aims to commercialize its SF2Z, a modified 2nm process utilizing backside power supply technology, in 2027.
13 minutes ago
Maji adds to his Ethereum (ETH) long positions, bringing the total position value to $16.56 million, with current unrealized profit of $400,000.
According to HyperInsight’s monitoring, crypto personality "Big Brother Ma Ji" Huang Licheng has added to his ETH long positions. He currently holds a 25x leveraged long position of 9,390 ETH (valued at $16.56 million), with an average entry price of $1,721.04 and an unrealized profit of $400,000.
13 minutes ago
South Korea plans to establish a future fund using tax dividends from its semiconductor industry.
South Korea's Presidential Office Chief of Staff Kang Hoon-sik said Sunday that the government plans to use additional tax revenue from the semiconductor industry boom to establish a future fund, earmarked for investing in economic growth engines, supporting the younger generation, and addressing widening social inequality. The government will leverage the "Future Response Fund" to finance major national investment projects and boost the country’s long-term competitiveness. Kang emphasized, "At this critical juncture that will shape South Korea’s future, we must not squander the additional tax revenue generated by factors like the semiconductor boom." He added that the fund will support the government’s three "super projects," foster new growth drivers, tackle what he termed "K-shaped" economic polarization, and provide housing, entrepreneurship, and employment assistance for people aged 20 to 39. The proposed fund serves as a cornerstone of President Lee Jae-myung’s goal of "making South Korea irreplaceable globally," and he urged the government to collaborate closely with the ruling party to advance the initiative promptly. (Jin10)
According to monitoring by Onchain Lens, whale address "FU76ac" has deposited approximately $2.76 million worth of USDC into Kamino Finance's lending vault. The funds were routed via the Invest function of the Kvault Program to Kamino Lending Program for participation in lending activities and generating returns.
Relevant content
Current funding rates on major centralized (CEX) and decentralized (DEX) exchanges show that bearish momentum for Bitcoin (BTC) and Ethereum (ETH) is easing, with market sentiment remaining neutral to slightly bearish.
According to Coinglass data, current funding rates on major centralized (CEX) and decentralized (DEX) crypto exchanges show that the bearish sentiment for Bitcoin (BTC) and Ethereum (ETH) has weakened compared to earlier, but most platforms have not yet formed sustained bullish signals. Specifically, BTC funding rates on multiple platforms hover around the 0.0100% benchmark line, reflecting an overall neutral-to-weak pattern. For ETH, funding rates on multiple platforms have risen above the 0.005% threshold, with ETH’s long sentiment recovering slightly stronger than BTC’s, though no broad bullish signal has emerged yet. BlockBeats Note: Funding rates are fees set by crypto trading platforms to maintain the balance between perpetual contract prices and their underlying asset prices, typically applied to perpetual swaps. They function as a fund exchange mechanism between long and short traders; platforms do not collect this fee, instead using it to adjust the cost or return of holding contracts to keep contract prices aligned with underlying asset prices. A 0.01% funding rate is the benchmark. A rate above 0.01% indicates widespread bullish market sentiment, while a rate below 0.005% signals widespread bearish sentiment.
13 minutes ago
The probability that the CLARITY Act will be signed into law in 2026 has risen to 52%.
According to Polymarket data, the probability that the CLARITY Act will be signed into law in 2026 has climbed to 52%, a 12-percentage-point increase from July 3. On the news front, the U.S. Major County Sheriffs' Association (MCSA) announced that after initially raising concerns about how the bill would affect illicit financial investigations, it no longer opposes the CLARITY Act. Analysts note that the MCSA’s shift in stance has eliminated a key barrier to the bill’s advancement, improving its feasibility of moving to a Senate vote. Still, opposition from the banking sector to stablecoin yield products and DeFi regulation remains a major source of uncertainty.
13 minutes ago
South Korean chip stocks have extremely high leverage concentration, with the asset size of SK Hynix’s leveraged ETF exceeding four times its average daily trading volume.
The Kobeissi Letter stated in a post that leverage levels in South Korean chip stocks have spiraled out of control. Total assets of single-stock leveraged and inverse ETFs tracking SK Hynix currently stand at roughly $19 billion, more than four times the stock’s approximately $4.5 billion average daily trading volume (ADTV) this year. Meanwhile, leveraged ETFs linked to Samsung hold around $12.4 billion in assets, a 176% premium over its roughly $4.5 billion ADTV. The Hong Kong-listed 2x long SK Hynix ETF has about $13 billion in assets, roughly double SK Hynix’s average daily stock trading volume — the largest gap among major stocks tracked by leveraged ETFs. By comparison, leveraged ETFs tied to Micron Technology (MU) hold roughly $9.9 billion in assets, below its approximately $27.5 billion ADTV; leveraged ETFs for Tesla (TSLA) and NVIDIA (NVDA) have around $6 billion and $5.6 billion in assets respectively, also far lower than their respective ADTVs of roughly $23.6 billion and $28.8 billion. Leverage concentration in South Korean chip stocks has reached extremely high levels.
13 minutes ago
Intel is considering adopting a double-sided power supply architecture for its 1.4nm process technology to catch up with TSMC and Samsung.
Intel is considering adopting a dual-side power supply architecture (utilizing both front and back sides) for its 1.4-nanometer ultra-fine process to catch up with competitors. Industry sources said Intel originally planned to use PowerDirect, a dedicated backside power supply technology, for its 1.4-nm base process 14A, but is now considering introducing a dual-side architecture that leverages both front and back sides in its subsequent 14A2 process. Intel previously announced plans to achieve 1.3x higher chip density on its 14A process compared to 18A; the 14A process targets an M0 pitch of around 28nm, while the 14A2 process could push the M0 pitch to 21nm via a half-node improvement. Intel will maintain a backside power network as its primary setup, while reallocating some front-side metal interconnects for auxiliary power and clock signals to compensate for insufficient power headroom caused by scaling and lithography limitations. Intel’s 14A process is scheduled to enter risk production in 2028 and mass production in 2029. The chipmaker needs to release the 0.9 version of its 14A process design kit (PDK) to external customers this October, and secure firm orders from large fabless clients within the following 18 months. By comparison, TSMC plans to ship its true 1.4nm A14 products in 2028, while Samsung Electronics aims to commercialize its SF2Z, a modified 2nm process utilizing backside power supply technology, in 2027.
13 minutes ago
Maji adds to his Ethereum (ETH) long positions, bringing the total position value to $16.56 million, with current unrealized profit of $400,000.
According to HyperInsight’s monitoring, crypto personality "Big Brother Ma Ji" Huang Licheng has added to his ETH long positions. He currently holds a 25x leveraged long position of 9,390 ETH (valued at $16.56 million), with an average entry price of $1,721.04 and an unrealized profit of $400,000.
13 minutes ago
South Korea plans to establish a future fund using tax dividends from its semiconductor industry.
South Korea's Presidential Office Chief of Staff Kang Hoon-sik said Sunday that the government plans to use additional tax revenue from the semiconductor industry boom to establish a future fund, earmarked for investing in economic growth engines, supporting the younger generation, and addressing widening social inequality. The government will leverage the "Future Response Fund" to finance major national investment projects and boost the country’s long-term competitiveness. Kang emphasized, "At this critical juncture that will shape South Korea’s future, we must not squander the additional tax revenue generated by factors like the semiconductor boom." He added that the fund will support the government’s three "super projects," foster new growth drivers, tackle what he termed "K-shaped" economic polarization, and provide housing, entrepreneurship, and employment assistance for people aged 20 to 39. The proposed fund serves as a cornerstone of President Lee Jae-myung’s goal of "making South Korea irreplaceable globally," and he urged the government to collaborate closely with the ruling party to advance the initiative promptly. (Jin10)
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.
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.
Everything seems to be smiling on Zcash right now, a rare situation in the crypto market. The general directions of its ecosystem facilitate this notable progress in a difficult context. Seeing the other altcoins struggling these past weeks! Yet the privacy coin shows a 13% increase over seven days. One question arises: how to explain such resilience in this generalized crisis context?
In brief Zcash activates Ironwood on July 21, an upgrade that allows any node to verify the network’s circulating supply for the first time. The Orchard flaw, four years old, caused ZEC to drop 50%, but developers quickly reacted with emergency patches. Ironwood seals the old Orchard pool and opens a new pool, removing all uncertainty about Zcash’s supply integrity. ZEC shows a 13.3% rise over seven days and more than 1,000% over one year, despite a tough altcoin context. Ironwood: the fix that restores confidence in Zcash Zcash is set to activate Ironwood on July 21, an upgrade that fundamentally changes the network’s technical game. This evolution seals the old Orchard pool and opens a new strengthened privacy pool. For the first time, any node operator will be able to independently verify the network’s circulating supply.
The market has already rewarded this major and innovative technical advance. ZEC jumped 13.3% over seven days and rebounded over 50% since its post-flaw low.
The rapid and secure activation of Ironwood on the Zcash mainnet is extremely important for our users, in addition to the formal verification work we are conducting in parallel to provide assurance that there are no supply integrity issues.
Source: Sean Bowe, Zcash developer, X, July 2, 2026. The paradox is striking: a critical flaw turns into a major technological opportunity for Zcash.
A flaw that shook Zcash, an upgrade that could change everything in crypto The Orchard vulnerability, discovered at the end of May 2026, caused a dizzying 50% drop in ZEC. The bug, four years old, could have allowed undetectable creation of fake ZEC. A worrying prospect for a privacy coin like Zcash.
But developers responded with exemplary speed to this potential danger.
The main concern is that some wallets may not be ready for the upgrade in time. That does not justify delaying Ironwood, given that there will be suitable alternatives and enough time on the testnet for those who need it.
Source: Sean Bowe, Zcash developer, X, July 2, 2026. Ironwood not only fixes the identified technical flaw. It turns a potential weakness into a true strategic asset for Zcash and the entire crypto sphere. The network becomes verifiable, a first for a privacy protocol.
The antithesis is striking: what could have killed Zcash might make it stronger than ever.
Ironwood: a world first in private network verification Ironwood opens a new protected pool built on the carefully corrected Orchard circuit. Continuous formal verification guarantees its technical reliability and robustness. The old pool is permanently sealed and no longer accessible. Any theoretical forgery is locked and neutralized forever.
This approach is unique in the world of privacy cryptocurrencies and could set a precedent.
“We believe the focus over the next weeks should be on making this transition as smooth and safe as possible.“, says Jason McGee of Shielded Labs.
Ironwood could serve as a model for other confidential and private crypto projects. The market seems to have understood the potential of this major update. Zcash shows a rise of more than 1,000% over one year, an exceptional performance. Ironwood is much more than a simple technical upgrade for the network.
Key figures of Zcash’s rise 458 dollars: ZEC price at the time of writing; 13.3% increase over seven days; 50% rebound since post-flaw low; July 21, 2026: Ironwood activation date; 1,000% increase over one year for ZEC. Zcash advances while altcoins collapse around it. Ironwood could mark a turning point for the privacy network. Solana also resists thanks to tokenization and memecoins. The crypto sphere watches these exceptions with growing curiosity.
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La révolution blockchain et crypto est en marche ! Et le jour où les impacts se feront ressentir sur l’économie la plus vulnérable de ce Monde, contre toute espérance, je dirai que j’y étais pour quelque chose
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.
Algorand’s native token, ALGO, has maintained its upward momentum in recent days amid renewed buying interest. As trading volume and price action both showed signs of recovery, market watchers started to eye a potential breakout. At the time this article was prepared, ALGO was trading at $0.09086, with a 24-hour trading volume of $26.1 million and a total market capitalization of $813.15 million.
Crypto market analyst Alpha Crypto Signal reported that ALGO continues to build on its bullish momentum, with the price rising by over 6%. According to the analyst, sustained buying pressure could play a decisive role in determining the short-term direction of the market.
Attention is now focused on the $0.1040 resistance level. A successful break above and consolidation at this threshold could further strengthen the bullish trend. Conversely, if ALGO fails to overcome this resistance, the token may enter a sideways pattern with short-term volatility.
Alpha Crypto Signal notes that buying pressure in ALGO remains strong and the token has sustained its upward movement with a gain exceeding 6%.
Lofty AI marks a milestone within the Algorand ecosystemData shared by the Algorand Foundation highlighted a noteworthy development on the network side. For the first time, total value locked (TVL) on Lofty AI, a leading real estate tokenization platform, exceeded $100 million. This signals increased adoption of real-world asset utilization within the Algorand ecosystem.
Lofty AI has tokenized more than 180 properties spread across 21 US states. The platform has also generated over $5 million in cumulative rental income for its community of more than 40,000 investors. These figures point to the growing reach of blockchain-based fractional property ownership.
Glossary: RWA, or real-world assets, refers to representing traditional assets such as real estate as digital tokens on a blockchain. TVL, or total value locked, is a key metric showing the dollar value of assets locked within a protocol.
MetricDataLofty AI TVLOver $100 millionTokenized propertiesMore than 180US states21Generated rental incomeOver $5 millionNumber of investorsMore than 40,000The Algorand Foundation stated that Lofty AI surpassed $100 million in total value locked for the first time, with over 180 properties tokenized across 21 US states on Algorand.
Bitcoin trends impact ALGO’s directionThe recent steady rise in ALGO has been driven by not only network-related developments but also broader market sentiment. The recovery seen in Bitcoin has fueled increased risk appetite among altcoin traders, and Algorand has benefited from this momentum.
Looking ahead, investors will be watching closely to see whether buying interest can push ALGO past the $0.1040 resistance. A breakout above this level could open the door to further gains, while a failure would likely see prices consolidate for some time.
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.
Why Did Aave’s Monad Market Grow So Quickly? Deposits on Aave’s newly launched Monad market crossed $100 million on Saturday, roughly two days after the decentralized lending protocol deployed V3 on the network.
The launch brought lending, borrowing, and Aave’s GHO stablecoin to Monad for the first time. The market opened with support for 12 assets, including USDT0, USDC, GHO, WETH, and Coinbase’s cbBTC. Deposits had already topped $75 million within the first 24 hours, showing a fast start for one of the largest lending deployments on the chain.
The inflows are notable because they arrived before Monad’s DeFi ecosystem has reached large scale. A risk assessment posted to Aave’s governance forum said Monad held about $359.5 million in total value locked as of June 8. On that basis, the new Aave market attracted the equivalent of more than a quarter of the network’s TVL in about two days.
That pace shows the value of deploying a major lending protocol on a newer chain. For Monad, Aave adds a core DeFi primitive that can support leverage, collateral management, stablecoin liquidity, and institutional-style lending flows. For Aave, the deployment expands its multichain footprint into a high-throughput Layer 1 network trying to build deeper liquidity around its ecosystem.
How Much Of The Growth Is Incentive-Driven? The early growth is heavily supported by incentives. Under the deployment proposal authored by TokenLogic in May, the Monad Foundation committed $15 million in incentives over the first 12 months. It also agreed to acquire and hold 10 million GHO for more than six months to seed the deployment.
The Aave DAO separately pledged another 500,000 GHO to support adoption of the stablecoin on Monad. That structure gives the market an immediate liquidity base, but it also means investors should separate organic lending demand from subsidized deposits.
Incentives can help bootstrap a new market by attracting depositors and borrowers before the ecosystem has enough natural activity. They can also create temporary TVL that leaves once rewards decline. The key test for Aave on Monad will be whether deposits remain sticky after the first phase of incentives and whether borrowing demand grows alongside supplied assets.
The market’s asset mix also matters. Stablecoins, wrapped ether, bitcoin-backed collateral, and GHO can support a broad set of DeFi strategies, but sustainable growth will depend on deep liquidity across decentralized exchanges, liquid staking assets, and yield markets.
Investor Takeaway Aave’s Monad launch shows strong early demand, but the deposit number should be read alongside the incentive package. The deployment is strategically important, yet the durability of the market will depend on borrowing activity, GHO adoption, and whether liquidity remains after rewards normalize.
Why Did Monad Receive Aave V3 Instead Of V4? Monad received Aave V3.7 rather than the protocol’s newest V4 version. Aave V4 launched on Ethereum mainnet in late March with a new hub-and-spoke architecture, but the rollout has been controlled rather than immediate across all networks.
The governance proposal leaves it to the Monad Foundation to decide whether and when to migrate to V4. That approach reduces rollout risk on a newer network while still giving Monad access to Aave’s established lending infrastructure.
Risk service provider LlamaRisk supported the Monad deployment with conservative initial parameters, citing the network’s roughly seven months of operating history. The firm also noted that Monad activity had compressed after a strong start, with liquidity concentrated in established protocols such as Uniswap, Curve, and Morpho.
That cautious framing is important. Monad is marketed as a high-throughput, EVM-compatible Layer 1 network built by former Jump Trading developers. It launched its mainnet and MON token on Nov. 24 of last year and claims 10,000 transactions per second with 800-millisecond finality. But lending markets depend on more than speed. They need reliable oracles, liquidation depth, market surveillance, and enough on-chain liquidity to handle stressed conditions.
What Does This Mean For Aave’s Broader Expansion? The Monad deployment extends Aave’s multichain expansion after the protocol went live on OKX’s X Layer in March. It also comes as Aave V4 crossed $250 million in deposits on Saturday, marking a new all-time high for that version of the protocol.
“This is a remarkable milestone for Aave,” Aave Labs founder and CEO Stani Kulechov wrote on X. “Can’t wait to see Aave to grow towards [$1 billion] with more crypto-backed loans and expanding to securities backed-lending.”
In a statement on the Monad deployment, Kulechov said “the next generation of blockchain applications depends on fast execution and deep, reliable liquidity.” Keone Hon, co-founder and general manager of the Monad Foundation, said Aave is a lending standard trusted by institutions and that the deployment brings Ethereum’s core liquidity primitives to a faster chain.
The next phase on Monad is expected to add Pendle PT assets and Fastlane’s shMON liquid staking token, according to the governance proposal. Those additions could broaden the market from basic collateral lending into more advanced yield and staking strategies.
For investors, the launch strengthens Aave’s role as a liquidity layer across multiple chains while giving Monad a flagship lending market early in its DeFi buildout. The main risk is that early TVL may overstate organic demand. The main opportunity is that a large, incentive-backed lending market can accelerate the development of stablecoin liquidity, collateral markets, and institutional use cases on Monad.
Crypto influencer @TCryptochicks released a series of "riddle" images, after which Binance founder CZ retweeted and replied "Water (drop) your BNB wallet" — reigniting hype around celebrity-themed meme coins. In response, multiple CZ-themed meme coins emerged on the Binance Smart Chain (BSC), surging sharply in a short period. Among them: - CZ (The Final Form Bull): Market cap briefly topped $41 million, now pulled back to $29.82 million, with a 24-hour trading volume of $28 million and a 24-hour gain of 18,200%. - CZ (The Bull): Market cap briefly exceeded $11 million, now at $3.88 million, with a 24-hour trading volume of $6.1 million and a 24-hour gain of 2,400%. Market observers note this mirrors the "Ansem effect" previously seen on Solana, where topics linked to prominent KOLs or celebrities trigger explosive rallies in meme coins bearing the same or similar names. CZ has in the past indirectly driven BSC meme coin trends via social media interactions, such as references to his dog "Broccoli", the number "4" meme, and his book title "Binance Life". However, he has repeatedly clarified his tweets do not constitute endorsements. Related tokens have historically seen sharp surges followed by rapid pullbacks, so investors should be alert to high volatility and rug pull risks.
Relevant content
South Korean chip stocks have extremely high leverage concentration, with the asset size of SK Hynix’s leveraged ETF exceeding four times its average daily trading volume.
The Kobeissi Letter stated in a post that leverage levels in South Korean chip stocks have spiraled out of control. Total assets of single-stock leveraged and inverse ETFs tracking SK Hynix currently stand at roughly $19 billion, more than four times the stock’s approximately $4.5 billion average daily trading volume (ADTV) this year. Meanwhile, leveraged ETFs linked to Samsung hold around $12.4 billion in assets, a 176% premium over its roughly $4.5 billion ADTV. The Hong Kong-listed 2x long SK Hynix ETF has about $13 billion in assets, roughly double SK Hynix’s average daily stock trading volume — the largest gap among major stocks tracked by leveraged ETFs. By comparison, leveraged ETFs tied to Micron Technology (MU) hold roughly $9.9 billion in assets, below its approximately $27.5 billion ADTV; leveraged ETFs for Tesla (TSLA) and NVIDIA (NVDA) have around $6 billion and $5.6 billion in assets respectively, also far lower than their respective ADTVs of roughly $23.6 billion and $28.8 billion. Leverage concentration in South Korean chip stocks has reached extremely high levels.
4 minutes ago
Intel is considering adopting a double-sided power supply architecture for its 1.4nm process technology to catch up with TSMC and Samsung.
Intel is considering adopting a dual-side power supply architecture (utilizing both front and back sides) for its 1.4-nanometer ultra-fine process to catch up with competitors. Industry sources said Intel originally planned to use PowerDirect, a dedicated backside power supply technology, for its 1.4-nm base process 14A, but is now considering introducing a dual-side architecture that leverages both front and back sides in its subsequent 14A2 process. Intel previously announced plans to achieve 1.3x higher chip density on its 14A process compared to 18A; the 14A process targets an M0 pitch of around 28nm, while the 14A2 process could push the M0 pitch to 21nm via a half-node improvement. Intel will maintain a backside power network as its primary setup, while reallocating some front-side metal interconnects for auxiliary power and clock signals to compensate for insufficient power headroom caused by scaling and lithography limitations. Intel’s 14A process is scheduled to enter risk production in 2028 and mass production in 2029. The chipmaker needs to release the 0.9 version of its 14A process design kit (PDK) to external customers this October, and secure firm orders from large fabless clients within the following 18 months. By comparison, TSMC plans to ship its true 1.4nm A14 products in 2028, while Samsung Electronics aims to commercialize its SF2Z, a modified 2nm process utilizing backside power supply technology, in 2027.
4 minutes ago
Maji adds to his Ethereum (ETH) long positions, bringing the total position value to $16.56 million, with current unrealized profit of $400,000.
According to HyperInsight’s monitoring, crypto personality "Big Brother Ma Ji" Huang Licheng has added to his ETH long positions. He currently holds a 25x leveraged long position of 9,390 ETH (valued at $16.56 million), with an average entry price of $1,721.04 and an unrealized profit of $400,000.
4 minutes ago
South Korea plans to establish a future fund using tax dividends from its semiconductor industry.
South Korea's Presidential Office Chief of Staff Kang Hoon-sik said Sunday that the government plans to use additional tax revenue from the semiconductor industry boom to establish a future fund, earmarked for investing in economic growth engines, supporting the younger generation, and addressing widening social inequality. The government will leverage the "Future Response Fund" to finance major national investment projects and boost the country’s long-term competitiveness. Kang emphasized, "At this critical juncture that will shape South Korea’s future, we must not squander the additional tax revenue generated by factors like the semiconductor boom." He added that the fund will support the government’s three "super projects," foster new growth drivers, tackle what he termed "K-shaped" economic polarization, and provide housing, entrepreneurship, and employment assistance for people aged 20 to 39. The proposed fund serves as a cornerstone of President Lee Jae-myung’s goal of "making South Korea irreplaceable globally," and he urged the government to collaborate closely with the ruling party to advance the initiative promptly. (Jin10)
4 minutes ago
A trader spent $754 to buy 5.1 million units of the Meme coin CZ, and has now achieved a 357x return.
According to Lookonchain’s monitoring, trader 0xf349 spent just $754 to purchase 5.1 million meme coin CZ yesterday; the position is now valued at $271,000, marking a 357x return. Over the past two months, he has traded 260 tokens with a 31.88% win rate, with most of his trades ending in losses.
4 minutes ago
Predict.fun World Cup Knockout Stage: Brazil’s advancement probability hits 68%, while Norway garners 31% of market support.
Data from prediction market platform Predict.fun shows that for the 2026 FIFA World Cup Round of 16 match between Brazil and Norway, as of press time, the market gives Brazil a roughly 68% chance of advancing, while Norway’s probability is around 31%. Traders overall are favoring "Five-Star Brazil" to reach the quarterfinals. Notably, this will be the two sides’ first World Cup clash in 28 years. At the 1998 World Cup group stage, Norway once secured a 2-1 come-from-behind win over Brazil, and current head coach St?le Solbakken was a member of that Norway squad. This match will also be a showdown between the two teams’ top strikers: Brazil forward Vinícius has scored 4 goals in the tournament so far, while Norway forward Erling Haaland has netted 5 goals, with their performances likely to be key to the match’s outcome.
