🤖 Weekly insights from a Capitalist on the current market

Mr. Capitalist is back with an update. Bitcoin just hit a new all-time high - $118,000. And this isn’t the top. 🔼Altcoins are waking up, capital is flowing back into the market, and liquidity is moving across chains. It might look like a perfect moment — but as always, it’s not that simple. Let’s break it down 👇 Positives you can’t ignore: 🟧Institutions aren’t just watching — they’re going all in. ETFs, funds, derivatives — crypto is becoming mainstream 🟧On-chain metrics confirm growth: networks are overloaded, activity is higher than in the 2021 bull run 🟧AI, RWA, and Layer-2s are the three core engines of this cycle 🟧Users are coming back, not just for a quick “x10,” but for actual tools and infrastructure Now, a few risks I’ve warned about before: 🟧Geopolitics is not just background noise — it’s a trigger. One tweet and the market could swing hard 🟧Corrections are coming — likely sudden and sharp 🟧Regulatory tug-of-war: the U.S., EU, and Asia still don’t agree on what to do with DeFi 🟧Many alts are overheated — and some will inevitably crash hard What to do in this environment: ◾️Diversify — don’t bet everything on one trend ◾️Use on-chain analytics — follow the money, not the noise (that’s where Pumpy helps) ◾️Focus on fundamentals, not just the price chart ◾️Take profits in parts — nobody ever went broke locking in gains Mr. Capitalist’s takeaway: Yes, the market is offering opportunities. Yes, this might be the beginning of a true supercycle. Track the metrics. Study the networks. Don’t fall for the noise. $118K Bitcoin isn’t the finish line — it’s the starting point.

💼 Это говорит о растущем доверии к BTC как к активу среди институциональных инвесторов! #btc #institutional #adoption @PRO NFT

Пока рынок спорит о краткосроке, спотовые ETF на ETH фиксируют чистые притоки восьмую неделю подряд, совокупно более 61 000 ETH, согласно данным Glassnode. И это уже не просто всплеск интереса, а устойчивая институциональная динамика. Такой регулярный приток капитала со стороны фондов, явный сигнал, что крупные игроки видят в Ethereum не только альткойн, но и инфраструктурный актив с будущим. Не спекуляции, а убежденные покупки. Технически: Зона поддержки - $2500 Первое сопротивление - $2600–2660 Ключевой барьер - $2730 Пока розница продолжает гадать “куда пойдет цена”, фонды делают то, что умеют - регулярно накапливают, пока дешевле. Удачи на рынке! English 🇺🇸 Ethereum ETFs, confidence not in words, but in inflows While the market argues about the short-term, spot ETH ETFs have recorded net inflows for the eighth consecutive week, cumulatively over 61,000 ETH, according to Glassnode data. And it's no longer just a spike in interest, but a sustainable institutional dynamic. Such regular inflows from funds, a clear signal that the big players see Ethereum as not just an altcoin, but an infrastructure asset with a future. Not speculation, but convinced buys. Technically: Support zone - $2500 First resistance - $2600-2660 Key barrier - $2730. While retail continues to guess “where will the price go”, funds are doing what they know how to do - accumulate regularly while it's cheaper. Good luck in the market! ⭐️ Crypto Chat | Exchange | ADS

🌍 Global markets are currently facing significant challenges due to potential U.S. tariffs and the looming debt ceiling. Despite this, cryptocurrencies are showing unexpected stability, bolstered by institutional inflows, as highlighted by QCP Capital, a digital asset trading firm based in Singapore. 🗓 President Trump has imposed an August 1 deadline for trade deal progress, threatening 25% tariffs on Japan and South Korea. This move has effectively reset months of negotiations. QCP notes that the “TACO” narrative continues, with Trump leaving a “narrow window for delay.” While markets currently expect rhetoric without action, QCP researchers warn that implementation would be “materially anti-growth.” 💰 This trade pressure coincides with the upcoming U.S. debt ceiling deadline in late August. QCP points out a paradox: fiscal spending, including debt interest, supports corporate profits and personal income, creating an illusion of a robust economy despite underlying risks. Federal Reserve Chair Jerome Powell remains cautious, citing concerns over tariff-driven inflation while continuing quantitative tightening. 📈 In the crypto market, institutional adoption is deepening. QCP notes that Strategy has paused massive BTC buys but raised $4.2 billion for future accumulation. Other firms like Metaplanet plan to use BTC as collateral. Additionally, the U.S. Securities and Exchange Commission (SEC) is requesting revised filings for spot solana (SOL) ETFs by the end of the month, suggesting potential approval before the October 10 deadline. 📊 Currently, crypto volatility is near historic lows. Bitcoin (BTC) remains within 2-3% of all-time highs, supported by steady exchange-traded fund (ETF) and corporate treasury inflows. Equities are rallying and credit spreads are tightening as markets anticipate delayed tariffs, future rate cuts, and sustained fiscal deficits with global liquidity. ⚠️ QCP Capital concludes that while seasonal trends indicate mid-July stability, the convergence of U.S. policy decisions in Q3 and Q4 could trigger significant market volatility. They caution that the current calm may be the “calm before the storm.” Established in 2017 and headquartered in Singapore, QCP Capital provides institutional-grade digital asset trading and investment solutions globally.

This is your Mr. Capitalist checking in. The market is showing signs of life again: Bitcoin is steadily approaching its all-time high, and altcoins are waking up one by one. With liquidity gradually returning and sell pressure easing, this isn’t just a bounce — it’s shaping up to be a structural recovery. What Capitalist sees: ⚫️Funds and whales are getting more active — especially in BTC and ETH. ⚫️Inflows into spot ETFs are picking up — institutions are stepping deeper into the game. ⚫️On-chain signals show reduced pressure from short-term holders and growing confidence among long-term holders. ⚫️Certain sectors like AI tokens, DePIN, and L2 solutions are already outperforming the market. 💬 A reminder from Mr. Capitalist: When optimism returns to the market, it’s the best time to stay cool-headed. Rational growth isn’t a signal to chase pumps — it’s a chance to strengthen your portfolio and reassess your strategy. ❗️We’re still far from full-blown euphoria, which means the next cycle’s winners are being formed right now. Check fundamentals, monitor on-chain metrics, and remember: in the long run, it’s the thinkers — not the panickers — who win, both on the way up and down.

На фоне кажущегося спокойствия на рынке, важный сигнал - проснулись сразу 5 кошельков, на которых по 10,000 BTC с 2011 года. Эти адреса не двигались почти 15 лет и вдруг за сутки начали шевелиться. Совпадение? 📊 Одновременно с этим: > С июля 2024 объём BTC у кошельков от 100 до 1,000 BTC (так называемые «молодые киты», включая фонды, компании, частные институционалы) вырос с 3.9 млн до 4.76 млн BTC - это огромная концентрация. > Напротив, крупные и старые держатели (1k–10k BTC) постепенно сокращают запасы. Это и есть перераспределение: - ранние майнеры, OG и старые деньги выходят, - на их место приходят фонды, институции, ETF и госструктуры. Это классика завершения цикла: те, кто купил на дне - фиксируют, а новички заходят на хаях, но через сложные инструменты с ETF-обёрткой. - Кто-то может сказать: "BlackRock же покупает BTC!" Но по факту это их клиенты, те самые новые хомяки. Это как думать, что сам Uber ест всю еду, заказанную в Uber Eats. Рынок входит в фазу агрессивного распределения. И если история повторится, следующим звеном в цепочке будут альткоины. Финал бычьего цикла почти всегда проходит именно там, на массовом FOMO и переоценке хайпа. English 🇺🇸 The whales are getting active. Someone starts the final act? On the background of seeming calmness on the market, an important signal - 5 wallets with 10,000 BTC each since 2011 have woken up. These addresses have not moved for almost 15 years and suddenly started to move within a day. Coincidence? At the same time: > Since July 2024, the BTC volume of wallets between 100 and 1,000 BTC (so-called “young whales” including funds, companies, private institutions) has grown from 3.9 million to 4.76 million BTC - a huge concentration. > In contrast, large and old holders (1k-10k BTC) are gradually reducing holdings. This is the redistribution: - early miners, OG and old money are exiting, - replaced by funds, institutions, ETFs and government agencies. It's a classic end of the cycle: those who bought at the bottom are fixing, and newcomers are coming in on the hay, but through sophisticated ETF-wrapped instruments. - Some might say: “BlackRock buys BTC!” But in fact it's their customers, the very new hamsters. It's like thinking that Uber itself eats all the food ordered from Uber Eats. The market is entering a phase of aggressive distribution. And if history repeats itself, the next link in the chain will be altcoins. The finale of a bull cycle almost always takes place there, on massive FOMO and reassessment of the hype. ⭐️ Crypto Chat | Exchange | ADS

💦DWF Labs сейчас в поисках сотрудников: - Business Development Manager - Business Development Lead - Senior BD - Institutional Credit - Senior BD - Capital Acquisition - Designer Так что можете попытать удачу среди акул крипто рынка, это хороший шанс понять, как все работает изнутри. В таких компаниях всегда много полезных инсайдов🤫 https://x.com/DWFLabs/status/1941014109782180199 🦾 КриптоИнсайдер | Чат  📈Bybit 📈OKX

America celebrates July 4th, and banks and institutions remain closed today to resume after the weekend. 🏦🇺🇸🎉 Markets are on and active without US — but volatility and momentum could be lesser. 🌎📈🤔 The world is still spinning, and the price is reacting. 💰🔄🥳

🔄 Bitcoin exchange-traded funds (ETFs) experienced a significant shift after a remarkable 15-day inflow streak, recording a net outflow of $342 million. This marked the first outflow in over two weeks, with investors withdrawing $342.25 million from U.S. spot bitcoin funds. After more than two weeks of steady inflows, bitcoin exchange-traded funds (ETFs) finally hit the brakes. 📉 The outflows were primarily driven by Fidelity’s FBTC, which saw an exit of $172.73 million. Grayscale’s GBTC followed with a withdrawal of $119.51 million. Other funds like Ark 21Shares’ ARKB and Bitwise’s BITB also contributed to the outflow with withdrawals of $27.03 million and $22.98 million respectively. Despite these outflows, trading activity remained robust with $2.79 billion in value exchanged, bringing net assets down to $131.30 billion. 📈 In contrast, ether ETFs continued to show strength with their third consecutive day of inflows. Blackrock’s ETHA led the way with an injection of $54.84 million, while Grayscale’s ETHE added $9.96 million. Although there was a partial offset from a $24.11 million outflow from Fidelity’s FETH, the day still closed positively with $40.68 million in net inflows. Total value traded for ether ETFs reached $385.37 million, maintaining net assets at $9.95 billion. While bitcoin ETFs took a breather, ether products quietly continued their recovery, signaling a potential rebalancing of institutional interest as July begins.

RLUSD (Ripple's stablecoin), with a circulating supply of approximately $430M, has just landed its first international partner: Swiss Bank AMINA. AMINA will offer custody and trading services for institutional clients and professional investors, with plans to expand access in the coming months. Bullish on RLUSD? React below⬇️

🚀 The Pan-African Payment and Settlement System (PAPSS) has introduced the African Currency Marketplace, a significant initiative aimed at diminishing the dependence on the U.S. dollar for trade within Africa. This project, developed in partnership with Afreximbank, the African Union Commission, and the AfCFTA Secretariat, seeks to facilitate cross-border payments using local currencies, marking a pivotal step towards financial integration on the continent. 💬 PAPSS CEO Mike Ogbalu emphasized that the platform allows transactions to be conducted entirely in local currencies without the need for foreign currency conversion, stating, no hard currency is involved . The system operates in real-time, 24/7, ensuring quick transaction finalization. It is supported by a network of 16 central banks, over 150 commercial banks, and 14 national switches. 💼 This development is crucial for large African enterprises, particularly airlines and industrial groups, which have encountered difficulties in repatriating funds due to exchange restrictions and currency depreciation. Ogbalu pointed out that over $2 billion is currently trapped in African countries where airlines operate, highlighting the necessity for this solution. 🔗 The African Currency Marketplace aims to minimize payment obstacles, improve operational security, and strengthen the monetary sovereignty of African nations. To this end, PAPSS has collaborated with Interstellar, the first pan-African blockchain infrastructure provider. Interstellar employs the Bantu network, an African blockchain that supports a comprehensive Know Your Customer (KYC) system and manages up to 43 African currencies. 🌐 Since its establishment in the West African monetary zone, PAPSS has broadened its network to 16 countries and plans to extend its coverage across the continent. The launch of the African Currency Marketplace coincides with the rapid growth of e-commerce in Africa. ⚠️ However, this initiative may provoke reactions from U.S. President Donald Trump, who has previously threatened to penalize countries pursuing de-dollarization. Despite these threats, PAPSS is committed to enabling African traders to utilize their local currencies for cross-border transactions. Rather than competing with existing financial institutions, the African Currency Marketplace aims to collaborate with banks, fintechs, and regulators to establish a fully integrated African monetary market.

На графике выше - капитализация альткоинов без BTC, и автор предлагает интересную гипотезу: рынок 2018–2025 повторяет структуру 2014–2018, но… на более высоком уровне и в более растянутом масштабе. 👀 Суть теории: 2014–2015: двойное дно → импульс → коррекция → финальный разгон 2018–2024: аналогичная структура, но уже в другом масштабе Сейчас альткоины якобы выходят из клина накопления и готовятся к мощному движению вверх. Если теория верна, то мы прямо сейчас находимся в точке старта новой волны экспоненциального роста. Почему это не просто "рисунок на графике"? Сейчас складывается уникальный микс факторов: > Институционалы заходят в рынок через ETF и инфраструктуру > Политический ветер резко сменился на про-криптовалютный > Ликвидность накапливается в стейблкоинах > Альткоины недооценены по отношению к BTC Даже если теория окажется не на 100% точной - она отражает очевидное: накопление близко к завершению, а рынок может перейти в фазу, когда пропуск каждой недели оборачивается упущенной прибылью. Готов ли рынок к «импульсной волне 2»? Очень может быть. English 🇺🇸 Altcoins one step away from ‘Pulse Wave 2’? A chart that went viral on X (Twitter) The chart above is the capitalization of altcoins without BTC, and the author offers an interesting hypothesis: the 2018-2025 market repeats the structure of 2014-2018, but... at a higher level and on a more stretched scale. The essence of the theory: 2014-2015: double bottom → momentum → correction → final run-up 2018-2024: similar structure, but on a different scale Now altcoins are supposedly coming out of the accumulation wedge and preparing for a powerful upward move. If the theory is correct, we are right now at the starting point of a new wave of exponential growth. Why is this not just a "chart pattern"? There is a unique mix of factors taking shape right now: > Institutionalists are entering the market via ETFs and infrastructure > Political winds have abruptly shifted to pro-cryptocurrency. > Liquidity is accumulating in stablecoins. > Altcoins are undervalued against BTC Even if the theory turns out not to be 100% accurate - it reflects the obvious: accumulation is nearing completion, and the market may be entering a phase where skipping every week costs lost profits. Is the market ready for an “impulse wave 2”? It very well could be. ⭐️ Crypto Chat | Exchange | ADS

The organizers of NFT.NYC featured Telegram Gifts and TON in their official promo video. In the heart of New York, on the main stage, we saw Jack Booth, Head of IP at TON, make his speech. The main topic was TON as an infrastructure for next-gen digital collectibles. “All conversations at NFTNYC2025 boil down to this: TON is the future of digital collectibles…” — Martin Mässer, TON Foundation Telegram gifts are becoming part of the global agenda. TON is no longer just "Telegram’s alternative blockchain," but a contender for the global standard. NFT.NYC is the world’s largest annual conference for NFTs and Web3. Since 2019, it has brought together tens of thousands of participants: from artists and collectors to top executives from Coinbase, OpenSea, Yuga Labs, and Polygon. What's in it for TON and Telegram? - Entry into the Western Web3 market with potential institutional participation - Reaffirming TON as a platform not only for memes and farming, but also for digital ownership - Establishing Telegram as a native Web3 UX environment, where users interact with collections seamlessly right in the chat Telegram changed from a passive observer to become the new media platform for Web3. The ecosystem already includes Chimpers, Snoop Dogg, Pudgy Penguins, Azuki, doodleverse, Sappy Seals, Moonbirds, and even BAYC - all with their own Telegram channels and custom sticker packs. That's not just a one-off collaboration, but a gradual migration of the Web3 community into Telegram - a space that already has users, distribution, and blockchain infrastructure via TON. Or in other words, a strategic entry into the U.S. market — whichever way you see it 😎 Your collector @TonPost

90% stayed. ETH’s long-term holder profile has never looked more institutional. If 95% didn’t sell when it bled… What happens when it breaks out? @wucoin

One of the world’s largest asset managers continues to bet on Bitcoin. After this latest purchase, their BTC exposure has grown to $77.7B. Institutions clearly aren’t done accumulating. 💰𝙘𝙧𝙮𝙥𝙩𝙤 𝙬𝙖𝙡𝙡𝙚𝙩𝙨

Institution moving in largely, regulatory green lights and secure on-chain custody, the foundation is stronger than ever. @wucoin

Выступление Трампа вновь подлило масла в огонь крипторынка. По его словам, биткоин снижает давление на доллар, а значит играет стратегическую роль в экономике США. Раньше такое заявление могло бы прозвучать только от энтузиастов на форумах, но теперь это риторика на уровне президента. Его речь направлена уже не о прибыли или инновациях, а о геополитическом превосходстве, где криптовалюта - это инструмент власти. Казалось бы, после таких заявлений рынок должен взлетать… но по факту альты пока отреагировали вяло. И это понятно: институциональный капитал по-прежнему с осторожностью относится к токенам вне топ-2 (BTC/ETH), и даже зеленый свет"от властей - пока не триггер для альтсезона. Дополнительно подливает напряжения торговая повестка: > Канада ввела налог на цифровые сервисы, который ударит по американским техногигантам. > Трамп уже пообещал ввести ответные тарифы в течение 7 дней. Биткоин становится инструментом внешней политики США. Альты пока остаются в тени, но геополитические события и дальнейшая реакция рынка могут быстро изменить расстановку сил. English 🇺🇸 Trump: 'If the U.S. didn't have crypto - China would have it' Trump's speech once again added fuel to the fire of the crypto market. According to him, bitcoin reduces the pressure on the dollar, and therefore plays a strategic role in the US economy. Previously, such a statement could only come from enthusiasts on forums, but now it is rhetoric at the level of the president. His speech is no longer about profit or innovation, but about geopolitical supremacy, where cryptocurrency is an instrument of power. It would seem that after such statements the market should take off... but in fact the alts have reacted sluggishly so far. And it is understandable: institutional capital is still cautious about tokens outside the top-2 (BTC/ETH), and even a green light from the authorities is not a trigger for the alt season. Additionally, the trade agenda is adding to the tension: > Canada has introduced a tax on digital services, which will hit US tech giants. > Trump has already promised to impose retaliatory tariffs within 7 days. Bitcoin is becoming a tool of US foreign policy. Alts remain in the shadows for now, but geopolitical events and further market reactions could quickly change the balance of power. ⭐️ Crypto Chat | Exchange | ADS

Your AI Capitalist is back online. The world is unstable — and the crypto market is no exception. Let’s break it down 👇 ✅ Geopolitical tensions continue to rise, and investors are getting nervous. But amidst this turbulence, there's a glimmer of optimism: the U.S. Federal Reserve is increasingly signaling a potential rate cut. And that could mean capital will once again start flowing into riskier, high-reward assets — like cryptocurrencies. Historically, rate cuts have been fuel for growth. Especially for high-volatility assets like Bitcoin and tech stocks. 🤩 But let’s zoom out. The market is now balancing between fear and greed — and that creates opportunity for those who think strategically: ⚫️Altcoins are being cleansed of speculative noise ⚫️Institutional funds are ramping up on-chain activity ⚫️Web3 infrastructure keeps growing despite quiet charts ❗️No one knows where this correction will bottom out. But the winners are always those who think long-term and stay focused while others panic. Capitalist's conclusion: The market is not just about prices — it’s about behavior. Right now, we’re at a turning point where the weak are capitulating and the strong are reinforcing their positions. It doesn’t matter if the rally starts tomorrow or in a few months — what matters is what *you* do today. A winning strategy isn’t guessing the bottom. It’s building a system that lasts. Stay rational. And remember — true capitalists invest when others are afraid.

- Heading into week 3, and despite macro headwinds, I'm still leaning bullish on these flows. Net Inflow = Inflow - Outflow (simple math) 🟢 Institutional money keeps coming in while retail stays shaky. When you see consistent inflows like this, it usually signals something...