Arkham analysts published a ranking of the largest cryptocurrency holders.
🏆 Binance took first place — on the exchange balance, assets are approximately $129 billion.
The top 10 also includes:
🔹 Coinbase — about $82 billion 🔹 Satoshi Nakamoto — approximately $68 billion 🔹 Strategy (MicroStrategy) — about $55 billion 🔹 BlackRock — over $51 billion 🔹 Lido, OKX, the U.S. government, Upbit, and Bitfinex.
📊 The list also features major DeFi protocols, issuers of USDT and USDC, ETF funds, World Liberty Financial (related to Donald Trump), as well as SpaceX and other large players.
💬 Why is this important?
When the largest financial companies, investment funds, and global corporations accumulate crypto assets, it indicates growing confidence in the market. For many investors, this is a signal that major participants view cryptocurrencies as a promising asset for the long term. $BTC
📊 According to Glassnode, BTC’s rise is encountering increasing pressure from buyers who were active at the cycle peak and are looking to cut losses, as well as from buyers who entered the market at recent lows and are aiming to lock in profits.$BTC
🇯🇵 Japan officially recognized cryptocurrencies as financial assets 🚀
After yesterday’s strong banking-sector reports and encouraging inflation (CPI) data, the market received a powerful boost. 📈
🔹 At one point, Bitcoin rose above $65,000. 🔹 Many altcoins gained 10–20% in a day.
But there’s another very important piece of news for the entire crypto market 👇
🇯🇵 Japan has officially granted cryptocurrencies the status of financial assets.
This is an important step, since Japan is one of the largest financial markets in the world. Investments in financial assets there have long been a common practice, so the new status of cryptocurrencies could open the door to an even greater influx of capital from institutional and private investors. 💬 Why does this matter? If major economies gradually integrate cryptocurrencies into their financial system, this: 📈 increases trust in the market; 💰 attracts new liquidity; 🚀 creates additional conditions for long-term growth of the crypto industry. For newcomers, this is another sign that cryptocurrencies are gradually becoming a fully-fledged part of the global financial system—not just a tool for speculation. $BTC #eth
CEO Microsoft: Companies pay for AI twice — with money and with their own data
Every request you make to the OpenAI or Anthropic API isn’t just a token payment. It’s also a free lesson for the model about your business—something highlighted by Microsoft CEO Satya Nadella. Companies pay for intelligence twice: first with money, and then with unique knowledge that they feed the models so the models can work better.
Models learn from the “output”: prompts, error corrections, and the tools used. Each adjustment is “concentrated know-how” that a competitor could never buy. The irony, according to Nadella, is that AI labs freely scrape the internet, but forbid customers from doing the same—“learning” from their models. The market is already responding: 29% of traffic via the AI gateway Vercel last month went to open-source models. The solution Nadella proposes is to keep the data in-house. Companies build their own “training environments” on cloud services (such as Microsoft Azure) and use gateways to easily switch between different models without becoming dependent on a single one. Although Nadella doesn’t say “open source” explicitly, the implication is obvious. $MSFTB $GOOGLB $METAB
🇺🇸 Trump urges the Senate to pass the CLARITY Act as soon as possible
US President Donald Trump called on the Senate to support the CLARITY Act bill as soon as possible. The bill aims to establish clear rules for regulating the crypto market.
According to him, passing the law will help the US maintain global leadership not only in the field of cryptocurrencies, but also in the development of artificial intelligence.
💬 Trump also said that China and other countries are actively trying to strengthen their positions in these industries, so the US cannot afford to fall behind.
📌 Why is this important for the crypto market?
If the CLARITY Act is adopted, the market could finally receive much-needed regulatory clarity. For large investors, this means fewer legal risks, and for the crypto industry, it means a better chance of new capital inflows.
👀 These kinds of legislative changes often become one of the key factors for the long-term growth of the entire crypto market.$SPCXB #BTC
🇹🇭 Thailand tightens control over cryptocurrencies
From Q4 2026, the Thai authorities will introduce stricter rules for transactions involving stablecoins, primarily USDT.
🔎 What will change?
▫️ Transfers and transactions with stablecoins will be subject to enhanced financial monitoring. ▫️ When depositing from 5 million baht (≈$150,000), users will have to confirm the source of funds. ▫️ The goal of the new rules is to combat money laundering and illegal financial activities.
📉 It is telling that, after similar requirements were introduced for large cash transactions, their volume had already decreased by 35%.
💬 Why is this important?
For the crypto market, this is yet another signal that stablecoin regulation worldwide is becoming increasingly strict. At the same time, such steps may make the market more transparent for large investors and financial institutions, although for ordinary users it will mean more checks when making large transactions. $SOL #BTC
❗️🇺🇸 Next week in the US, the "official" earnings reporting season will kick off
Traditionally, the season opens with the largest banks: Goldman, Citi, Wells Fargo, JPMorgan, and BofA report on Tuesday. Morgan, BlsckRock, and BNY report on Wednesday.
The peak of earnings this season will fall on the last week of July and the first week of August
FactSet: Big Tech will once again lead the growth in both profits and revenue. Oil & gas is also expected to report well. $SPCXB #btc
Since July 1, the total capitalization of the crypto market has increased by $170 billion and reached $2.28 trillion. Bitcoin is trading above $64,100.
The growth is driven by two key factors: the recovery of inflows into crypto ETFs and an improvement in overall market sentiment. $BTC #eth
Bitmine believes that Ethereum is entering a new phase of development, where the main driver will no longer be crypto speculation, but the widespread adoption of the technology by large companies, banks, and financial institutions.
In the diagram presented, the company divides Ethereum’s development into two stages:
🔹 ETH 1.0 • The ICO boom • The NFT boom • Launch of spot ETFs • Rapid growth of the ecosystem
🔹 ETH 2.0 • A new era of network development • Active use by AI agents 🤖 • A foundation for global financial settlements • “ETH is money” — Ethereum as digital money
💬 Bitmine compares the potential path of Ethereum to the development of Amazon, Nvidia, and JPMorgan. In their view, if this scenario plays out, ETH could become a foundational asset for the digital economy and the financial infrastructure of the future.
📈 Why is this important for the crypto market?
If major banks, payment systems, and corporations begin using Ethereum as the main layer for settlements and asset tokenization, demand for ETH may rise not only among investors, but also among real businesses. This is exactly what many people consider one of the strongest long-term drivers for the second-largest cryptocurrency by market capitalization. $ETH $BTC
🔶BNB Chain is developing an L1 blockchain for AI agents
The BNB Chain team is working on a new L1 network optimized for AI agents, algorithmic trading, and high-frequency operations.
According to the project’s information:
➖ Performance — over 100,000 transactions per second (TPS).
➖ Transaction confirmation time — less than 50 ms.
➖ There will be no public mempool, which should protect users from front-running and other types of MEV attacks.
💬 Why is this important for the crypto market? 🚀
The industry is increasingly moving toward integrating artificial intelligence and blockchain. If AI agents get their own high-speed infrastructure, they will be able to automatically analyze the market, execute trades, and interact with DeFi protocols with virtually no delays.
😏 Maybe soon, instead of opening trades yourself, all you’ll need to do is launch an AI assistant—and it will trade for you. #BNB
📈 Stablecoin transaction volume hits a new all-time high
In June, the total volume of stablecoin transfers set a record, reaching $1.79 trillion.
– That’s 63% higher than in May. – On a year-over-year basis, growth was 125%. – The metric is the highest in the entire history of the stablecoin market.
💬 Why does this matter for the crypto market? 🚀
Stablecoins are the main “fuel” of the crypto market. Most settlements, trading, and transfers between exchanges and blockchains go through them.
Growth in transaction volume to record levels indicates increased user activity and higher liquidity. This may mean that major market participants are getting ready for new deals or gradually bringing capital back into crypto assets.
For newcomers, this is a positive fundamental signal: the more actively stablecoins are used, the healthier and more active the entire crypto ecosystem looks. #SOL #btc #ETH
📈 RWA gains momentum: trading volume is nearing $1 trillion
According to CoinDesk Research, in 2026 crypto exchanges processed transactions involving tokenized real-world assets (RWAs) at nearly $1 trillion.
– Binance is the undisputed leader, accounting for 60.9% of total trading volume. – In the perpetual contracts market (RWA Perpetuals), the exchange also took first place with volume of nearly $450 billion, representing 59.4% of the market. – In recent months, Binance has significantly expanded its lineup of tokenized assets by adding gold, silver, oil, and stocks. – Analysts note that the platform is gradually becoming one of the main hubs for liquidity and price discovery in the RWA sector.
💬 Why does this matter for the crypto market? 🚀
RWA (Real World Assets) is one of the most promising areas in the crypto industry. It enables trading tokenized traditional assets directly through the blockchain.
The growth of volumes to nearly $1 trillion shows that interest in this sector is increasing rapidly. For the crypto market, this is a positive signal: the more traditional financial $instruments move onto the blockchain, the more new capital can flow into the industry. $NVDAB $MSFTB #BTC
📉 Investors are withdrawing funds from spot Bitcoin ETFs for the 8th week in a row
According to SoSoValue, capital outflows from spot Bitcoin ETFs have been ongoing for eight weeks without interruption.
– Over this period, more than $8.3 billion was withdrawn from the funds. – Only last week, net outflows totaled $526 million. – Despite this, the aggregate net inflow since the ETF launch is still positive — over $51 billion.
💬 Why is this important for the crypto market? 📊
Spot ETFs are one of the main sources of institutional demand for Bitcoin. When funds begin to actively withdraw capital, it creates additional pressure on the BTC price and may intensify short-term volatility.
However, for newcomers it’s important to understand: outflows from ETFs do not mean the end of the bull cycle. This may be normal profit-taking or a temporary shift in the sentiment of large investors. If capital flows turn positive again, it could become a strong signal for a market rebound. $ETH
🩸 Strategy sells Bitcoin for the first time in a long time
Strategy (formerly MicroStrategy) reported the sale of 3,588 BTC over the past week.
– The total deal value was about $224 million. – This is one of the few BTC sales by the company in its entire history. – In light of this news, the market reacted with a decline, as investors fear that the sell-off could continue.
💬 Why is this important for the crypto market? 📉
For years, Strategy has been a symbol of the “buy and never sell” approach, regularly increasing its Bitcoin holdings. Therefore, even a relatively small sale raised concerns among market participants.
However, 3,588 BTC is only a small portion of the company’s overall reserve, which exceeds hundreds of thousands of BTC. If sales become regular or significantly larger, it could increase pressure on the price of Bitcoin.
For newcomers, this is a signal to monitor Strategy’s next steps closely. If the company returns to accumulating BTC, it may support the market. If the sell-off continues, volatility will likely continue #btc #ETH #sol
📊 The Fed will add $10 billion in liquidity this week
– On Tuesday, the Federal Reserve will purchase Treasury Bills for $3.3 billion.
– On Thursday, another buyback operation is scheduled for $6.6 billion.
– Overall, about $10 billion in liquidity will be added to the financial system this week through the Treasury Bill Purchases program.
💬 Why is this important for the crypto market? 🚀
When the Fed increases liquidity in the financial system, more free capital appears in the market. Over time, some of this money may flow into riskier assets, including Bitcoin and other cryptocurrencies.
At the same time, it’s worth remembering that $10 billion is a relatively small amount for the U.S. financial system. By itself, it is unlikely to become a catalyst for strong crypto market growth, but combined with other positive factors, it may support demand for risk assets. $BTC #eth
🚀 Is there another parabolic Bitcoin growth cycle ahead? 📈
The CEO of CryptoQuant believes that the next bull cycle for Bitcoin will require trillions of dollars in new capital, and institutional investors will be the main driving force.
📊 How BTC cycles have changed:
🔹 2011–2013 — only $2.8 billion in new capital fueled growth of over 55,000%.
🔹 2015–2017 — $68.5 billion already delivered about 10,485%.
🔹 2018–2021 — for growth of 2,002%, nearly $365 billion was needed.
🔹 The current cycle (2022–2026) — almost $700 billion in capital inflow brought about 689% growth.
🤔 Why does this matter?
The bigger Bitcoin becomes, the more capital is required for further growth. But today the situation is already completely different: BTC is gradually turning not only into an investment asset via ETFs, but also into a strategic reserve for companies, funds, and even governments.
💡 According to the CEO of CryptoQuant, for the next major Bitcoin cycle it would need to attract more than $1 trillion of realized capitalization. If institutional adoption continues at the current pace, this scenario no longer looks unrealistic.
⚠️ At the same time, it’s worth remembering: this is only a forecast, not a guarantee. The crypto market remains highly volatile#BTC
Metaplanet, often dubbed the “Japanese MicroStrategy,” is increasing its BTC reserves and remains one of the largest public holders of bitcoin.
📌 In Q2 2026, the company purchased another 2,823 BTC for approximately ¥35.89 billion ($221 million).
As a result, the total reserve grew to 43,000 BTC (up from 40,177 BTC at the end of the previous quarter).
💰 The average purchase price is ¥15.33 million ($94.4k) per 1 BTC.
👀 Why does this matter?
Despite the market’s high volatility, large public companies continue to view Bitcoin as a long-term reserve asset. This is another sign that institutional interest in BTC hasn’t gone anywhere, and the accumulation strategy remains relevant.
⚡ For the crypto market, these purchases are a positive factor, as more and more coins move into long-term storage, which could potentially reduce the available supply.$BTC #eth
⏺ Trump set a world record for the number of financial deals among presidents
According to his financial disclosure, in 2025, 22,136 transactions were revealed. In just under 2026, already 6,100 transactions.
• For comparison, throughout Trump’s first term, between 86 and 177 deals were disclosed per year
• Under Joe Biden, only 13 deals were registered over four years
• These refer to transactions reflected in the president’s declaration. Some assets are managed in a trust, so not all deals could be carried out personally by Trump
At the same time, the crypto portion of Trump’s assets is becoming increasingly more prominent. In his 2025 declaration, he received about $1,400,000,000 in crypto income, including $635,000,000 from royalties for the TRUMP memecoin and more than $500,000,000 from the sale of World Liberty Financial tokens.
📉 BlackRock cut its Bitcoin reserves by almost 100,000 BTC in two months
The world’s largest investment company, BlackRock, which manages the largest spot Bitcoin ETF (IBIT), has significantly reduced its BTC holdings.
🔹 Over the past 2 months, the fund’s balance fell by almost 100,000 BTC—about $6 billion at current prices.
🔹 BlackRock now still manages 734,261 BTC, valued at approximately $44.3 billion.
💡 What does this mean for the market?
Outflows from the biggest Bitcoin ETF may indicate that some institutional investors:
are taking profit after the previous price rise; are temporarily moving into more conservative assets; are reducing risk amid uncertainty in financial markets.
These kinds of outflows in recent weeks are creating additional pressure on the BTC price, especially combined with the overall weakness of the crypto market. 📊
⚠️ An important point for beginners: a reduction in ETF reserves does not mean that BlackRock “doesn’t believe in Bitcoin.” The company only manages its clients’ funds. If investors sell ETF shares, the fund must sell the corresponding amount of BTC. In other words, this more likely reflects the sentiment of institutional investors rather than BlackRock’s own position.