Bitcoin ETF MVRV just dipped from 2.4 to 2.3 - still comfortably above 1.0, so holders remain deep in profit. This drop doesn’t scream panic - more like a little trimming around the edges. Hype cooling off doesn’t mean conviction is gone. Smart money might just be taking a breath… or getting ready to reload.

$ETH Just Ran +80%... What Now?

Big $BTC inflow just hit the biggest exchange deposit since July 2024. Classic sign: coins moving to sell near the highs. If smart money’s locking in profits, that capital doesn’t just vanish - it could be eyeing alts next. The dry powder is ready. The rotation could be loud. Volatility season isn’t done yet.

ICYMI - markets are buzzing, crypto’s heating up, DC drama brewing: • S&P 500 hit a fresh ATH at 6,305 • $SPX above its 20DMA for 60 straight days - longest streak since ‘98 • Nasdaq 100 riding its 20DMA for 61 days - longest since ‘99 • Ark just bought 4.4M shares of Tom Lee’s $ETH firm, BMNR • Apple’s still the only Mag7 stock under its 200DMA • JP Morgan eyeing $BTC & ETH-backed loans for 2026 • First White House crypto policy report lands this month • Trump won’t fire Powell but wants cuts - tariffs teased for Aug 1 • Coinbase opens perp trading to U.S. users Everything’s moving fast. Eyes wide open.

Treasuries turning into crypto vaults lately: •Sequans added 1,264 $BTC, now holds 2,317 •Volcon (Nasdaq EV co.) just started its BTC stack with 280 BTC, wants $500M more •GameSquare topped up its $ETH treasury to $250M (8,351 ETH added) •Bit Origin grabbed 40.5M $DOGE ($10M bet) •StablecoinX plans to raise $360M to buy $ENA, going public as “$USDE” Not just an experiment anymore - this is the new playbook.

While other chains fight over memecoins and uptime… Ethereum just quietly cranked block capacity up to 45M gas - no fork, no drama, just consensus. That’s 25% more blockspace. More transactions per block means faster, cheaper, more scalable for everyone. This is grown-up crypto doing what it’s supposed to do.

$SOL back above $200 for the first time since June and it’s not just the price doing numbers. • Just flipped BNB in market cap • Top gainer in the top 50 today • Handles more daily transactions than every other chain combined Big money is backing it too: • Upexi just added 100K SOL (~$17.7M) • DeFiDevCorp now holds nearly 1M SOL Call it hype or strength but this is what chain dominance looks like.

URGENT: Should YOU Close Your CRYPTO Positions NOW? [My Plan]

Guess it only took a decade for the SEC to say what we already knew

The U.S. Deputy Treasury Secretary just said stablecoin demand could hit the trillions - big words, but what does it mean for now? Stablecoins make up 62% of altcoin market cap. Think of that as the weather forecast: • If stablecoin dominance drops while BTC holds steady - we might see an altcoin pop. • If dominance climbs and BTC dips - that’s usually risk-off, unless that dry powder moves straight into alts. The trick? Watch where the money flows next.