Bitcoin.org

$EUL , $QI and $DEXE each recorded more than a 70% increase in 24 hours, while the market’s main assets are moving virtually flat.

This divergence highlights an important point: the crypto market does not always operate as a single, homogeneous block.

Large macro or sector-specific catalysts are generally reflected first in Bitcoin and the major market capitalizations, before spreading to the rest of the market. But some assets—especially smaller-cap ones—may temporarily move independently of this trend.

In these cases, you should focus on finding the specific driver of the move: news that is unique to the project, changes in liquidity, concentration of supply, one-off speculation, or, in some instances, activity that could be potentially manipulative.

That’s why a +70% move in a stagnant market is not automatically a sign of strength. On the contrary, the more a move appears disconnected from the broader market, the more important it becomes to understand where it’s coming from.

Before looking at how high a token can go, first try to understand why it’s rising.

#Altcoin Season# #Meme Alpha#

$DEXE and $BANK share several common points that are worth monitoring.

First, their tokenomics: in both cases, the supply is based on a relatively complex structure, distributed among the team, investors, rewards, and other allocations.

Next, both contracts maintain an active mint function, which introduces an additional parameter to watch regarding the potential evolution of the supply.

On the price action side, their first major acceleration phase developed over a relatively short period, around a week.

Finally, the timing is particularly interesting: $BANK began its move at the exact moment when $DEXE entered its correction phase.

None of these elements, taken individually, is enough to conclude that the two tokens will follow the same trajectory. But their combination creates a parallel that is intriguing enough to keep $BANK under watch.

The question now: will $BANK eventually replicate the $DEXE scenario?

#Altcoin Season# #Meme Alpha#

$KAITO Kaito has just announced a strategic partnership around data with X, with several use cases planned and more details expected soon.

The announcement is particularly interesting given Kaito’s positioning at the intersection of data, attention, and crypto markets.

The real question now is what the two teams are looking to build: an InfoFi return directly on X, a new data infrastructure, or an entirely different product?

The market, meanwhile, has already started to speculate: $KAITO reacted to the upside after the announcement.

Now, I’m mostly waiting for the details. That’s where we’ll be able to truly gauge the scope of this partnership.

#Altcoin Season# #Meme Alpha#

There is a technical similarity between $DEXE and $BANK that deserves more attention: the mint function remains active on both contracts.

The comparison is interesting because $DES had experienced an extremely rapid appreciation over several days, before undergoing a sharp correction. So far, $BANK shows a fairly comparable price dynamic, with a strong expansion phase followed by what appears to be the beginning of a pullback.

But the real point to watch is the supply structure.

An active mint function means that, depending on the contract’s permissions, the supply can potentially be increased. Therefore, there is no need to see today a massive concentration of tokens in just a few wallets for a dilution risk to exist.

In a market where available liquidity is relatively low, a reduction in supply that is immediately negotiable can amplify the rise. Conversely, the issuance and subsequent circulation of new tokens could create significant sell-side pressure.

Of course, this does not prove that a large-scale mint will happen on $BANK. In particular, it would be necessary to analyze who controls this permission, any possible limits, and the contract’s governance mechanisms.

But given this technical feature and the similarities with the structure observed on $DES, I believe the risk is significant enough to monitor the evolution of BANK very closely.

#Altcoin Season# #Meme Alpha#

$BTC has just strung together a third consecutive positive weekly close—a signal that remains relatively rare since the market entered its bearish phase.

This is only the second sequence of this kind since the start of the bear market. The previous one preceded an extension of the rebound, with BTC moving from around 60 000 $ to 82 000 $.

This repetition therefore strengthens my optimistic bias in the short term.

Even if the 57 000 $ do not ultimately represent the definitive bottom of the bearish cycle, I believe the market still has enough momentum to seek a new local high before any potential resumption of the decline.

In short, my preferred scenario is for the rebound to extend over the coming weeks, before reassessing the market structure.

#BTC Price Analysis# #Macro Insights#

Technically, recurring purchases are first and foremost purchases at a fixed price.

But tactically, that’s when prices become much cheaper—so accumulating becomes even more interesting.

That’s why we can’t directly blame Michael Saylor or Tom Lee for not having made new Bitcoin (or Ethereum) purchases for about a month.

Since June 22, the market has mainly moved upward. Bitcoin has gone from around 57 000 $ up to more than $64,000. Under these conditions, their lack of new purchases doesn’t necessarily mean they know something that the market doesn’t.

The most important point is that they haven’t sold. They simply haven’t made new purchases.

$BANK has already done +400% this week and the week hasn’t end yet ! Bubblemaps’ graph shows that $38M where withdrawn from Binance and Bitget accross several wallets one month ago.

#BNB Chain# #Altcoin Season#

CLARITY ACT 🇺🇸

From my point of view, this federal hearing prudence is rather positive. The issue is not simply to adopt the text as quickly as possible in order to meet the expectations of crypto players who want to evolve in a more comfortable and predictable regulatory environment. The main goal should be to arrive at a sufficiently clear and solid framework that can function in the long term.

In this context, the current debates matter. They make it possible to confront different viewpoints, to delve into certain still-sensitive points and, potentially, to improve understanding of the real implications of the text before it is adopted.

The approach of the parliamentary recess on August 7 could obviously slow down the process. But if this additional time helps to fine-tune the regulatory framework and avoid grey areas that could cause problems later, then it isn’t necessarily a bad thing. On a topic that is so foundational for the future of the American crypto industry, the quality of the framework probably matters more than the speed of its adoption.

$BTC
#BTC Price Analysis# #Macro Insights#

$TRUMP

Starting August 1, Trump Media plans to commercialize the Truth API, a data feed intended for banks, hedge funds, and high-frequency trading firms. The goal is simple: give them faster access to posts by Donald Trump and the most influential Truth Social accounts than a standard notification.

In practice, this means that when Donald Trump publishes a message likely to influence the markets, some players will receive and process it a few milliseconds before the rest of the market.

A few milliseconds may seem insignificant. Yet for trading algorithms, it’s more than enough time to analyze a post, place orders, and start moving prices before most investors even see the notification appear on their phone.

This further widens the gap between retail investors and institutions that invest in very low-latency information infrastructure.

It’s often said that information is a competitive advantage. But in reality, in modern markets, it’s no longer just the information that matters—it’s the speed at which you can access it.

And it’s no coincidence that Trump Media is now turning this advantage into a commercial product: Donald Trump’s posts are market-moving information, and this speed of access itself becomes a monetizable asset.

#BTC Price Analysis# #Macro Insights# #TRUMP

$GNO

The semi-final from yesterday between France🇫🇷 and Spain🇪🇸 made me think about prediction markets.

With a result so hard to anticipate, I wonder how the top-performing traders really build their edge.

I heard that some rely on statistical models, AI agents, or tools like Claude Code to analyze probabilities.

But in the end, in an environment where uncertainty remains very high, where is the real advantage?

Is it a matter of data, risk management, execution speed… or something else?

If any of you have experience with prediction markets, I’d be curious to hear your approach. 👇
#PredictionMarkets

Markets continue to factor in the geopolitical risk linked to tensions between the United States and Iran. Oil ($CL) remains the main beneficiary of this risk premium, after rising by more than 7% over the week. Bitcoin, for its part, has indeed fallen back, but its correction remains relatively contained. Prospects for a ceasefire have receded, suggesting that further negotiation phases may be needed before a durable agreement can be reached. That said, I feel the market is gradually starting to price in this scenario. Each new headline related to the conflict seems to trigger a less pronounced reaction than before. If this reading is correct, $BTC could now move into an accumulation or consolidation phase, pending a new macroeconomic catalyst. This is the scenario I consider most likely today. #BTC Price Analysis# #Macro Insights#

$BNB Over the past 14 days, the network recorded 516 net new holders with zero net outflow (+0.12%), despite BNB trading lower across every major timeframe (-1.2% 7D, -4.6% 30D, -4.3% 90D). Whether this recent community activity played a role is difficult to quantify. $TCC effect? Maybe. Maybe not. 😂 What matters more is the underlying signal: holder growth continues even as price weakens. That's the kind of behavior associated with an ecosystem whose user base remains engaged beyond short-term market sentiment. Interesting insight I came across while testing my @CoinMarketCap altcoin_token_profile skill connected to my Claude Code agent. #BNBChain#

$BTC Since the cycle top, each bearish impulse had one common feature: to reach progressively deeper lows in order to confirm the sellers’ dominance. The first two waves clearly fulfilled this role by decisively breaking below the previous troughs. The third, however, tells a different story. Despite another attempt to drop, the market only slightly dipped below its prior low before reacting. In my view, this reflects a weakening of the selling momentum. Sellers still hold control in the short term, but their ability to extend the decline appears to be diminishing. If this interpretation holds true over the coming days, the most likely scenario would be a consolidation phase, followed by a gradual resumption of the bullish trend. Obviously, this is not certain, but it is the scenario that seems to me to have the highest probability today. #BTC Price Analysis#

I think the Bitcoin bear market is nearing its end.

Since the ATH, the market has already recorded three bearish impulses. What catches my attention isn’t their magnitude, but their ability to set new lower lows.

The third impulse mostly just erased the previous rebound, without truly breaking below the last trough. In my view, this reflects a gradual weakening of sell-side pressure.

Even if one last wave of decline remains possible, I believe it would likely be much more limited. The odds are now starting to shift in favor of a gradual return to the uptrend.

4 000 000 000 000 $ PancakeSwap, the famous DEX has just surpassed the $4 trillion mark in trading volume on #BNBChain#
Crypto, tokenized stocks, ETFs… it all goes through it. The DeFi on $BNB BNB Chain is not slowing down. It’s accelerating.

Unstoppable. $CAKE

$BNB
While most blockchains are going through a relatively calm period, BNB Chain is currently experiencing a true comeback of the memecoin frenzy.

The most surprising part?

Everything seems to have started with a simple tweet posted by a community member.

This once again shows that in Web3, communities can sometimes generate more momentum than official announcements.
#BNBChain#

Beyond the rebound of Bitcoin proxies, a few weeks ago the market seemed to be committed to a new bearish impulse. But since the drop below $60,000, this acceleration has noticeably slowed.

Instead of stringing together strong waves of decline, we’re seeing more stabilization, quick buybacks on pullbacks, and increasingly convincing rebounds.

Of course, this alone is not a confirmation of a recovery.

But it’s often this kind of shift in momentum that shows up before a more durable reversal.

If this strength holds, if buyers continue to defend current levels, and if flows remain favorable, this rebound could eventually be more than just a relief rally.

$TRUMP

Trump has just stated over $1 billion in cryptocurrency-related revenues in his 2025 financial filing, including approximately 636 M$ attributed to royalties from the memecoin $TRUMP.

Beyond the amount, it’s what this represents for the industry that deserves attention.

We are starting to see crypto adopt business models that are already well established elsewhere: brands, licensing, companies that manage operations, and revenue generated by intellectual property—not only from buying or selling tokens.

In other words, a crypto project can now be structured like a real business: a brand brings its recognition, partners develop and operate the project, and revenues can come from commercial agreements in addition to on-chain activity.

This also shows that the ecosystem continues to professionalize. Tokens are no longer just speculative assets; they sometimes become part of a broader business model, where branding, intellectual property, finance, and technology come together.

Whether you like this model or not, it illustrates an important evolution: the line between traditional businesses and crypto projects is becoming increasingly blurred.
#TRUMPOFFICIAL #Solana #Meme Alpha#

$ANTHROPIC announces the return of Fable 5 after it was suspended by the US government

But this news especially highlights a much deeper issue: our dependence on AI models developed by a few foreign companies.

Today, a single decision by a provider can change access to a technology used by millions of people, businesses, or even government agencies.

In the long run, this raises a real strategic question.

Should countries, especially those in development, continue to depend on these models or start investing more in local, open-source, or decentralized alternatives?

AI is no longer just a technology.

It’s becoming a matter of sovereignty.
$ANTHROPIC #AI

That does not imply an imminent breakdown.

It implies that market participants are assigning significantly more value to downside protection than upside participation.

The debate now revolves around a few key levels:

• ~$55K: widely watched psychological and technical support.
• ~$54K: network realized price, often viewed as a key on-chain cost basis.
• ~$57.5K: a level that some probability models assign roughly a 42% chance of being tested.

The bearish argument points to tightening liquidity, ETF outflows, and increasingly defensive positioning.

The contrarian argument is equally compelling: when positioning becomes excessively one-sided, it creates asymmetric squeeze potential. Crowded shorts can quickly become forced buyers if price stabilizes or reclaims key levels.

This is why positioning itself is often a signal.

Focus on understanding positioning and risk pricing, not predicting the next candle.

NFA. DYOR.