BolsaDeValoresCrypto

The global investment manager VanEck said that the apparent summer calm in the Bitcoin market hides a very interesting structural dynamic in supply. 60.8% of BTC has not moved in more than a year; despite sideways trading and price caution, long-term holders continue to hold their assets.

An additional 17.7% of the supply is in the 6 to 12 month range and has not moved. VanEck projects that, if this trend continues, the share held by long-term holders could rise to 62% in 3 months and nearly reach 63% in 6 months.

As a larger portion of circulating supply becomes inactive, the liquid supply available to trade decreases, meaning that any future increase in marginal demand will face less availability of BTC, amplifying the impact on the market structure. $BTC

The director of research at Galaxy, Alex Thorn, said that BIP-110 would be incredibly bearish if it succeeds, because it would show that Bitcoin can be updated by a pair of disorganized people without substantial technical backing. Alex Thorn’s stance reflects a deep concern about the precedent that approval of the BIP-110 proposal would set.

Bitcoin has built its reputation as digital gold on the premise of being an extremely conservative, immutable, and difficult-to-change protocol. If a small, poorly coordinated group—or one lacking overwhelming consensus among key developers and institutions—manages to impose a soft fork, the narrative that BTC is immune to control by minority factions would be broken.

Forcing contentious updates to the BTC network without broad support from miners, nodes, and developers creates the real danger of a split in the network or security vulnerabilities in nodes that are not updated properly. $BTC

70% of the cryptocurrency traders in the US surveyed by the exchange OKX say they would allow AI to manage their portfolios autonomously or within pre-set risk limits. Gen Z (38%) and Millennials (37%) are 3.4 times more likely to give an AI 100% autonomous control with no human oversight compared to Boomers (11%).

A total of 79% of participants said they would switch exchanges if another platform offered better tools or AI-powered trading agents. This outlook shows that AI agents have moved on from being an experimental resource to becoming a decisive competitive advantage among digital asset platforms.

POL entered the zone.
It’s not about running, it’s about entering properly.
Do you like more the polygons or the breakouts? 🔥$POL

It seems to me that the people at the BCV understood that the 🚴🚴‍♂️🚴‍♀️🚴‍♂️🚴🚴‍♀️ can help stabilize the official market and alternative markets such as the USDT P2P. For now, it was shown that keeping the BCV rate with minimal depreciation has kept the USDT price stable, with a foreign exchange arbitrage profit of around 7% after deducting commissions. The day the BCV decides to release control over the exchange rate, the dollar price will be set by the alternative market.

Economist Peter Schiff said that tokenized gold solves all the problems that Bitcoin was supposed to solve but cannot, arguing that if you want to know what digital gold is, it is tokenized gold. It is not Bitcoin. Schiff’s position reflects the underlying debate between proponents of traditional tangible assets and proponents of native digital assets.

Schiff argues that tokenized gold preserves its underlying value because each token represents legal ownership of a fraction of physical gold held in an audited vault. Tokenization makes it possible to transfer exact fractions of gold instantly and 24 hours a day via blockchain networks, eliminating the friction of transporting or physically verifying the metal. $PAXG

The agentic transactions on the XRP Ledger have surpassed one million, RippleX engineering chief Ayo Akinyele highlighted the rapid growth of agentic transactions on the XRP Ledger after it passed the 1 million transaction milestone and projected reaching between 10 and 100 million in the coming years. Agentic transactions are payments and financial interactions autonomously initiated by AI agents.

Although most of the initial volume comes from data consumption and APIs, merchants and ecosystem partners are already being added to allow the AI to acquire services and physical goods. The fees are extremely low, fractions of a cent, avoiding spikes in unexpected fee pressure. $XRP

The founder of the social network Telegram, Pavel Durov, says that Telegram will launch a non-custodial wallet for its cryptocurrency GRAM for all users this summer, enabling instant crypto transactions with no fees for more than one billion users of the social network. As it is non-custodial, it means users will have absolute control over their private keys, unlike previous custody solutions or third-party bots.

Durov described it as the largest deployment of a non-custodial wallet in history, designed to reach all active Telegram users. The wallet will be integrated into the main client code on all its platforms, rather than requiring secondary web mini-apps. Specific technical details are still unknown about how they will manage private-key security for inexperienced users, but it undoubtedly positions Telegram to become a giant in the financial P2P sector. $GRAM

💥Senator Cynthia Lummis said that the CLARITY Act would protect clients’ assets when crypto projects fail, citing the collapse of Terra where US$40 billion of investors’ funds were wiped out. $BTC $LUNA

The US has collected approximately US$13,000 million from Venezuelan oil exports since it took control of the country's oil sales after January 3. The question every Venezuelan man and woman should be asking is: where the hell is all that money that belongs to the nation? ...🤔

Tether Gold has been recognized as an approved Spot Commodity Product in the global Abu Dhabi market, enabling regulated companies to offer the tokenized gold asset with the appropriate permissions. This represents an important milestone for the real-world asset ecosystem. Each XAU₮ token represents one troy ounce of physical gold with standard London delivery, held in certified vaults.

The tokenization of traditional assets, such as gold, sovereign debt, and real estate, is gaining institutional traction because it enables immediate transfer 24/7 and on-chain settlement compared to the restricted hours of the traditional metals market, with greater liquidity and fractionalization of the underlying asset.

The largest digital asset and cryptocurrency asset management companies in the world, Grayscale, has filed an S-1 form with the US SEC for a spot ETF for Worldcoin or WLD, which would trade as GWLD on Nasdaq if approved. The passive trust that will hold WLD tokens directly, with custody assigned to BitGo Bank & Trust and BNY Mellon acting as trustee and transfer agent.

This is the first formal step through which Grayscale registers the securities offering with the US SEC. For the ETF to trade on Nasdaq, the SEC must still approve the corresponding rule change modification submitted by the exchange.$BTC

The veteran market analyst, Peter Brandt, estimated that Bitcoin could fall to the high-$40,000s zone or below $50,000 before completing its capitulation. According to Brandt, market bottoms don’t happen when sentiment is neutral, but when widespread panic and abandonment occur, with the narrative that the BTC phenomenon is over.

Despite the potential drop projected for October 4 of this year, Brandt maintains a bullish long-term view, projecting that BTC will surpass $250,000 in the next leg of the cycle toward 2029. The veteran trader emphasized BTC’s cyclical nature but reminded of the usual trading risk: when a pattern or cycle seems too obvious or reliable, that’s precisely when it can change.$BTC

In one sentence.
ETFs did not weaken Bitcoin; rather, they made it bigger, more liquid, and more accepted, even if less “pure” in its original sense. $BTC

Bitcoin started the morning strong and put the market back on alert.
BTC bounced from the lower end of the 64K zone and touched 66K+, making it clear that there are still buyers defending key levels.

What’s interesting isn’t just the rise, but *how* it rises: with a technical rebound, volume, and a reaction that could change market sentiment within hours.

Now the question is simple:
Are we seeing a healthy bounce… or the start of a stronger continuation?
The market will tell us whether BTC can hold that strength above the immediate resistance.

In trading, you don’t chase the candle; you wait for confirmation.
Respect support levels, control your risk, and let the price confirm who’s in charge today. $BTC

The Binance message about Venezuela confirms something we have been observing for a long time: the Venezuelan market has enormous potential for the development of financial solutions based on cryptoassets.

This is not intuition. In a study we conducted in 2024, we found that 27% of the working-age population had already used some cryptocurrency application to make transactions, while 56% knew about or had heard of these applications.

The challenge now is to turn that high adoption into a stronger ecosystem, with greater financial education, better user-protection standards, and a regulatory framework that encourages innovation without slowing development. That is one of the biggest opportunities for Venezuela’s financial system in the coming years.

The figure becomes even more relevant when compared with the penetration of international banking: only 4% of the population had an account in the United States and 8% in Panama.

This helps explain why cryptocurrencies—especially stablecoins—have stopped being a technological niche and have become an everyday tool for payments, savings, and international transfers in Venezuela. $BTC

The Cardano network has activated its van Rossem hard fork, updating the mainnet to Protocol Version 11 and reducing the execution costs of smart contracts. Unlike previous updates handled by Input Output, this is the first hard fork in Cardano’s history that was both approved and executed entirely through community voting, consolidating the Voltaire era.

In addition, this update is not just for the present; it sets the technical groundwork for the Dijkstra era, which will implement Ouroboros Leios, the expected scalability solution to multiply transactions per second (TPS) without sacrificing decentralization. $ADA

The Allbridge Core interoperability protocol suffered a hack that drained approximately US$1.6 million from its liquidity pools on the Solana network. As an immediate preventative measure, the team paused the bridge operations and asked liquidity providers to withdraw their funds from the affected pools.

Blockchain analysts detected that the hacker quickly transferred the stolen funds from Solana to the Ethereum network, a common tactic used to make tracking harder and proceed with money laundering. Allbridge’s team publicly urged anyone who took advantage of this imbalance to return the funds, assuring that they would be used to compensate the affected liquidity providers. $ETH

The Allbridge Core interoperability protocol suffered a hack that drained approximately US$1.6 million from its liquidity pools on the Solana network. As an immediate preventive measure, the team paused the bridge’s operations and asked liquidity providers to withdraw their funds from the affected pools.

Blockchain analysts detected that the hacker quickly transferred the stolen funds from Solana to the Ethereum network, a common tactic used to make tracing more difficult and proceed with money laundering. Allbridge’s team publicly urged anyone who took advantage of this imbalance to return the funds, ensuring they would be used to compensate the affected liquidity providers.