jujucrypt

#Ethereum spot #etf s are still seeing solid demand
They recorded around $244.94 million in net inflows last week, which shows that money is still flowing into ETH through traditional investment products.

What I find interesting is that this comes as Ethereum continues to attract more institutional attention. If these inflows remain consistent, they could become another important source of buying pressure for $ETH .

For now, I'm watching to see if this momentum can continue into the coming weeks.

RWA adoption is becoming a lot more spread out across different chains

More than a quarter of the RWA market cap now sits outside Ethereum, $BNB Chain, and zkSync Era.

Solana leads that group with 5.8%, followed by $XRP Ledger at 5.5%, Stellar at 4.9%, Avalanche at 3.7%, Injective at 2.4%, and Arbitrum One at 2.1%.

What stands out to me is how much the RWA narrative is expanding beyond the usual Ethereum ecosystem. Different chains are starting to carve out their own share of tokenized assets.

If RWAs continue growing, competition between these networks could get pretty interesting. It won't just be about who has the biggest DeFi ecosystem anymore, but who can actually attract and support real-world assets at scale.

A lot more liquidity seems to be flowing into stocks lately
Around $240 billion was added to the US stock market in just 75 minutes, at least according to the data being shared.

With this kind of liquidity flowing into equities, it's no surprise that stocks continue to show strong momentum.

The interesting part for me is whether this liquidity eventually starts spilling over into other risk assets like crypto. If the flow of money keeps increasing, $BTC and the broader market could eventually benefit too.

This is not looking good for Cardano $ADA , Polkadot , and Hedera
Grayscale has withdrawn its proposed Cardano, Polkadot, and Hedera ETF registrations from SEC review.

Definitely not the kind of headline the market wanted to see, especially with investors watching closely for more crypto ETFs.

It’s worth keeping an eye on what Grayscale does next and whether these filings eventually come back in another form.

$XRP Ledger stablecoin supply just hit $960.3M, up 10.3% the strongest absolute growth among the top-20 networks.

That's a pretty interesting signal for stablecoin activity on XRPL.
What catches my attention is what happens when that liquidity isn't restricted to one ecosystem.

This is where STON.fi's cross-chain infrastructure gets interesting to me.

With cross-chain assets, liquidity can move between supported networks instead of being completely isolated on one chain. So growth in stablecoin activity on one ecosystem can potentially create more opportunities to connect that liquidity with users and markets elsewhere.

That's one of the bigger ideas behind Omniston—making cross-chain swaps feel less like you're dealing with completely separate ecosystems.

More stablecoin liquidity on XRPL is good for XRPL.
But being able to access and move liquidity across ecosystems is where the bigger multichain opportunity starts getting interesting.
DeFi is becoming less about which chain has the most liquidity and more about how efficiently that liquidity can be accessed.
#Ripple

What to expect this week in crypto
A lot of macro data is coming in this week, and it could have a big impact on market sentiment.

▫️ Aug 10: US markets reopen amid renewed US-Iran tensions
▫️ Aug 11: ADP Employment Change + Existing Home Sales
▫️ Aug 12: US CPI + Core CPI
▫️ Aug 13: US PPI + Core PPI
▫️ Aug 14: US Retail Sales

The main events I'm watching are CPI and PPI. These inflation reports could give the market more clues about what the Fed might do at its September FOMC meeting.

Hotter-than-expected inflation could push rate-cut expectations lower and put some pressure on risk assets. A softer print could do the opposite and give crypto some room to breathe.

So yeah, there's quite a bit to watch this week.
#TSMCJulyRevenueJumps45%

Cardano $ADA is showing serious builder activity.
The network recorded 14,588 commits over the past 30 days, according to Chainspect.

Numbers like this always remind me that there's more to an ecosystem than just the chart.

$GRAM is another ecosystem I've been watching for that reason. Even when price action isn't doing much, there's still a lot happening underneath the surface across TON.

And then there's STON.fi, which is one of the projects I've been following closely within that ecosystem.

It's already processed 35M+ all-time swaps, while continuing to expand its DeFi infrastructure with liquidity pools, xStocks and cross-chain execution through Omniston.

That's the part I find interesting.
A blockchain ecosystem needs builders, but it also needs products people actually use.

Developer activity shows who's building.
Transaction activity shows who's using.
For me, watching both sides gives a much better picture of where an ecosystem could be heading than simply looking at the token chart.

Tokenized stocks are starting to look less like an experiment and more like a real market.

The tokenized stock market has now surpassed 1.3M holders, with $BNB Chain (417.1K), Robinhood Chain (413.8K), and $SOL (318.2K) leading by holder count.

What caught my attention isn't just the number.
It's where the competition is moving.
We're gradually moving from “Who can tokenize the most assets?” to “Who can actually distribute these assets and get people using them?”

That's an important shift.
A tokenized stock sitting on a blockchain doesn't mean much if users can't easily discover it, access it, trade it or move it around.
That's where I've found the xStocks side of STON.fi interesting.
I've been getting more comfortable looking at stocks through a DeFi lens, and having tokenized stocks available alongside the rest of the on-chain assets makes the transition feel much more natural.
And there's a bigger opportunity here.

If tokenized equities keep attracting holders across multiple chains, distribution and liquidity are going to become increasingly important. Users won't necessarily care which chain the asset was originally issued on they'll care about how easily they can access and use it.
That's where DEX infrastructure, liquidity and cross-chain connectivity can become a major part of the next phase of tokenization.

We're still very early compared with the size of traditional equity markets, but 1.3M holders is already a signal that people are starting to get comfortable owning real-world assets on-chain.

The next question isn't whether tokenized stocks can exist.
It's how big this on-chain distribution network can become.
#solana

$USDC adoption keeps reaching new levels.

Monthly USDC senders have hit an all-time high of around 14.1 million, with Solana $SOL leading the way at roughly 6 million monthly senders.

That's an interesting number because it shows where a huge amount of USDC activity is actually happening. It's not just about how much stablecoin supply exists the number of people actively using it tells an even bigger story.

Stablecoins are clearly becoming a much more active part of the crypto economy, and #solana appears to be one of the biggest hubs for that activity right now.

The UK regulator wants to encourage companies to use blockchain across financial markets to make transactions faster, more efficient, and more secure.

This is interesting because blockchain adoption is slowly moving beyond crypto-native companies. Traditional financial markets are starting to see the technology as something that could actually improve how things work behind the scenes.

If regulators continue creating room for this kind of adoption, we could see more financial institutions experimenting with blockchain in the years ahead.

The technology is becoming harder to ignore
#blockchains

I must say, $MUBARAK is one pump I definitely didn't see coming...

It feels like now is a good time to start paying closer attention to the market and keeping some projects on the radar.

If the momentum continues, we could see more unexpected pumps like this one in the coming week.

Let's see what the market has in store.

Been a while since I checked up on $BTC

Looks like Bitcoin is still holding above its uptrend, which is a good sign for now. As long as the $63K level continues to hold, I think BTC still has room to make another move higher.

For now, I'm watching that level closely. If buyers keep defending it, the bulls might still have something cooking.
#BTC

I almost FOMOed into $TUT , then I remembered…
A token starts pumping, the timeline goes crazy, everyone is talking about it, and suddenly you're thinking, “Maybe I should get in before it goes even higher.”

I was almost there with $TUT , but then I reminded myself of two things.

1️⃣ My money doesn't have to sit idle while I wait.
If I don't see a setup I like, I'd rather put my capital somewhere that fits my strategy than force a trade just because the market is moving.
Sometimes that means checking out the STON.fi pools for farms with attractive APRs. I've also seen people using Binance's $USD1 earning/farming opportunities as another way to put idle capital to work while waiting.

Of course, APR isn't free money.
With any farm, I still want to understand the assets involved, the source of the yield, liquidity, incentives and the risks before putting anything in.

2️⃣ A pumping chart isn't automatically a good entry.
A green candle can make you feel like you're already late, but that's exactly when patience matters.
I'd rather wait for the move to confirm, watch for a pullback or see whether the new level actually holds than buy simply because everyone else is buying.

I've learned that missing a pump is better than forcing a trade because of FOMO.

There will always be another setup.
So instead of asking, “How do I catch this move?”
Sometimes the better question is:
“Where can my capital sit productively while I wait for the right opportunity?”

That's been a much better mindset for me than chasing every green candle I see.

$ETH is still holding above $1,900, which is a good sign for now.

If this level continues to hold, I wouldn't be surprised to see Ethereum make another push toward and above $2,000.

Let's see if the bulls can keep the momentum going.
#ETH

Really have to be careful with catching $TUT short here.

A lot of people have already been stopped out trying to play the rejection, so I'm not rushing this one. Sometimes the better trade is simply waiting for the setup to actually confirm instead of forcing it.
$BEAT is also making some moves. After that pullback, it's already showing signs of a comeback, so that's another one I'm keeping on the radar.

Speaking of moves, there's something on the STON.fi side I've been learning more about lately:
How much does liquidity actually matter when you're swapping?
Quite a lot.

Think about it this way: if you're trying to swap a large amount in a pool with limited liquidity, your own trade can move the price against you. That's price impact.
Deeper liquidity gives the trade more room to execute without moving the pool's price as much.

Then there's slippage the difference between what you expected to receive and what you actually get.
This is why I don't just look at the token price when making a swap anymore. I also want to know whether there's enough liquidity behind that market to support the trade.

And this is where Omniston gets interesting.
Instead of treating one liquidity pool as the only option, it can access multiple liquidity sources and use solver competition to look for suitable execution routes.

So the idea isn't complicated:
More liquidity → more options → potentially less price impact → potentially better execution.

It's one of those DeFi details that's easy to overlook when you're focused on the chart, but once you start trading larger amounts, you quickly realize that where the liquidity is can matter just as much as where the price is.

$TUT just keep pump, I am currently looking for a short on this one

just waiting for a good range to short

it best to be careful because market maker know what they are doing

#Ethereum spot ETFs pulled in another $49.6M in net inflows on August 7.

It's easy to look at a number like that and simply say, “ETH is getting institutional demand.”

But the part I find more interesting is what happens after capital enters the ecosystem.

Money doesn't just sit in #ETH forever.
It can move into stablecoins, DeFi, liquidity pools, tokenized assets and eventually across different blockchain ecosystems.
That's where infrastructure starts to matter.

I've been paying more attention to @STONfi DEX for this reason. It's not just the swap itself it's the liquidity and execution layer underneath it.
On the native $GRAM side, users can swap through liquidity pools, while Omniston extends the experience to supported cross-chain routes.
So when I see continued capital flowing into Ethereum, I don't just think about the $ETH price.

I also think about the potential downstream effect:
More capital → more on-chain activity → more demand for liquidity → more need for efficient swaps and cross-chain execution.
Of course, $49.6M of ETF inflows isn't going to suddenly transform DeFi overnight.

But if institutional and retail capital continues moving into crypto, the infrastructure connecting that capital to different opportunities becomes increasingly important.

That's the part of the market I'm watching beyond the charts.

currently looking for a good long on $APE

$SOL is attempting to break back above the green zone, and the structure is looking interesting.

We've been seeing higher highs and higher lows since the June local bottom, so if SOL can push through this area and hold it, I wouldn't be surprised to see another leg higher.

Of course, the rest of the market still needs to cooperate.
$TUT is also making a steady move today. It's been building momentum, and a close around $0.08 would definitely be interesting to watch.

On the DeFi side, I've also been thinking about how much cross-chain infrastructure has changed.

It used to feel like moving assets between chains meant opening a bridge, checking gas on another network, dealing with wrapped assets, then making another transaction once everything arrived.
That's slowly changing.

With STON.fi's Omniston, the focus is on making supported cross-chain swaps feel more like a normal swap. You select what you want to move and where you want it to go, review the quote, and the cross-chain execution is coordinated behind the scenes.
What I find more interesting is what this means for liquidity.
TON doesn't have to exist in isolation. As more networks become connected, users can access liquidity and stablecoins from different ecosystems without treating every chain as a completely separate market.

And that's where I think cross-chain is heading.
Less thinking about bridges and more thinking about where you actually want your capital to be.
If that experience keeps getting simpler, it could remove one of the biggest barriers keeping new users from exploring multiple ecosystems.
#Solana

$MMT 0,23 is with in range, waiting for rejections from there I think a short play from that point might be a good idea