1. Market pulse: Bitcoin is regaining its positions
After falling to the $60,000 level in mid-last month, Bitcoin (BTC) has firmly established itself above $63,000 (on some exchanges it reaches $65,000).
The total capitalization of the crypto market has risen to $2.19 trillion.
News of de-escalation in geopolitical tensions in the Middle East (a possible deal between the US and Iran) is boosting growth prospects, which has restored institutional investors’ appetite for risk assets.
Ethereum (ETH) is trading around $1 770–$1 800. Large funds continue actively accumulating “ether”—for example, Bitmine has already accumulated almost 4.8% of the total circulating ETH supply.
2. Regulation: MiCA entering into force in the European Union
As of July, Europe’s crypto market has officially moved onto a new track. The MiCA Regulation (Markets in Crypto-Assets) has come fully into effect.
Now all crypto platforms that operate with EU residents must have strict licensing.
Major exchanges (including Binance) have started heavily restricting or fully stopping service to customers in EU countries if they do not have the relevant European compliance. Unregulated stablecoins were hit especially hard.
3. Trends: Keyrock’s forecasts for the second half of the year
Analysts note a qualitative shift of crypto from “speculative hype” to structured use. The main growth drivers have been identified:
Prediction Markets: They have become the most powerful trend. Trading volumes on platforms like Polymarket and Kalshi are skyrocketing amid political and economic events.
AI agents: The x402 protocol is rapidly developing, enabling autonomous AI programs to directly pay for services on the internet using stablecoins without human involvement.
Tokenization of real-world assets (RWA): Institutional interest is shifting from stablecoins to tokenized bonds, private lending, and funds.
4. Security
Singapore Police, together with the largest exchanges (Coinbase, OKX, Gemini, etc.), reported the completion of a major June operation against crypto scammers. Using advanced blockchain analytics, they were able to prevent user losses of almost $3 million.#
