Alts and majors rally as Europeans cancel summer plans to be online for once in their lives in July and August. Bitcoin has broken $123K. Stablecoin supply is up 60% YTD, now at $258B. ETF net inflows just crossed $2.7B in a single week. AI agents are quietly reshaping onchain UX, while Ethereum pushes $30B/day in stablecoin volume, scaling steadily via ZK. This cycle isn’t waiting for your out-of-office.