Mark_Magnus

Daily highlights, June 25

🇮🇷 Organizations linked to Iran transferred $3.84 billion through the CoinEx exchange, making it one of the key crypto channels for evading sanctions.

📉 DeFi continues to bleed liquidity — TVL is falling every month in 2026 and is already down by about 39% since the start of the year: from $115 billion in January to around $70 billion now.

🐋 Bitcoin has become available to clients of investment giant Charles Schwab in the trading terminal.

🪙 After 7 years of inactivity, a whale sold 27,585 ETH ($45 million) at an average price of $1,625 — as a result, the user locked in a profit of more than $39,000,000.

📊 Crypto exchanges are increasingly turning into RWA venues — for example, on Binance, USDT-perp volumes for metals, oil, and stocks are already surpassing many altcoins outside the top 10.

☠️ As a result of a phishing attack on Polymarket users, $3,000,000 was stolen.

🩸 BTC has crashed below $60k

Blood is spilling across all markets:

➖ BTC below $60k
➖ ETH back at $1600
➖ Gold dropped 2.6% in a day, below $4k
➖ Silver down 4.5%
➖ Oil nearly down 5%

The stock market is holding up for now, even in slight profit, but that's likely temporary👨‍💻

What's the sentiment like? What are you expecting from the market next?👇

Daily Recap, June 23

⚡️ The Ethereum Foundation is laying off 20% of its staff (54 people) and restructuring the fund under a new ecosystem management model. Additionally, Vitalik Buterin is cutting Ethereum Foundation expenses by about 40%.

🔫 The Ethereum Foundation has announced a fight against "toxic MEV" — mechanisms that allow big players to profit from manipulating the transaction order.

🇺🇸 Donald Trump signed an executive order (Executive Order 14411) to create a quantum computer capable of breaking modern encryption.

🪙 Adam Back believes Bitcoin doesn't need a new institutional superflow to soar to $1,000,000 — retail interest and demand through ETFs are already sufficient.

🤣 Polymarket was paying bloggers for videos of "wins" that never happened — 1105 videos from 10 creators were filmed on copies of the site without real bets, and in return, these "players" received up to $3000 a month.

🇪🇺 Ripple received preliminary approval for a crypto asset service provider (CASP) license from the Luxembourg financial regulator (CSSF) under MiCA regulations.

🧯 The crypto market has significantly cooled off in 2026 — average fees across sectors have dropped by 44.6%, with a median decrease of 42.2%.

🌕 The World Gold Council (WGC) will launch a pilot digital gold in London in 2026 in the format of pooled gold interests (PGIs) – fractional ownership of physical bars held in trust accounts.

The new instrument aims to transform gold from a 'dead' asset into an active one: it can be used as collateral, margin, or a means of settlement.

The project is supported by major banks and trading houses, and if successful, gold will have the chance to become not only a store of value but also a full-fledged element of the global financial infrastructure.

⚡️ Monero developers urged community members to activate their mining setups to enhance network security.

The Qubic pool, which executed a 51% attack, continues to lead in hash rate, but its share has decreased to 32.7% of the total computational power.

The closest competitor controls 21.5%.

At the same time, the Kraken exchange temporarily suspended trading and deposits of XMR, citing a "potential threat to the integrity" of the blockchain.

#CryptoIntegration

💸 Coinbase analysts believe that an altcoin season may begin in September:

🔴 The share of BTC in the market has decreased from ~65% in May to ~59% in August — a sign of capital flowing into altcoins.

🔴 The expected decrease in the Fed's rates in September–October may release part of the $7.2 trillion held in money market funds.

🔴 Institutions remain focused on BTC and ETH, while the growth of altcoins depends on the arrival of retail investors.

#CreatorPad

🤔 Preconditions for a significant correction in the crypto market.

"A vivid example of excessive enthusiasm that may signal buyer saturation" – notes an analyst from Bitwise.

— Google searches for the word "altcoin" have reached a 5-year high.
— Searches for the word "Ethereum" are at a record level for the last 3 years.
— The sentiment index in the crypto market increased from 0.23 to 0.91 last week.

#MarketTurbulence

⚡️ The ETH/BTC price ratio has surpassed the 365-day moving average, which historically indicates the beginning of bullish cycles for ETH.

#MarketGreedRising

🚀 Standard Chartered's Forecast for Ethereum (ETH):

• 2025: $7500
• 2026: $12,000
• 2027: $18,000
• 2028: $25,000

Key growth factors: institutional investments, increase in the stablecoin market (up to $2 trillion by 2028), clarity in the regulatory environment of the USA, development of L1 blockchain scalability based on Ethereum, expansion of DeFi and L2 ecosystems, as well as positioning Ethereum as infrastructure for traditional finance.

For Bitcoin:

• 2025: $200,000
• 2026: $300,000
• 2027: $400,000
• 2028: $500,000

#ETHRally

⚡️ Google Play Store introduces new rules, banning licensed crypto wallets and requiring compliance with AML/KYC in the US and EU.

According to the new policy, non-custodial wallets will need to register with FinCEN and obtain a license from the state banking authority or a MICA license.

#CreatorPad

🐹 Glassnode analysts note that the market has shifted from a phase of euphoria to a stage of re-evaluation:

🔴 Indicators suggest overselling and seller fatigue, creating conditions for a potential rebound.

🔴 The market structure remains fragile: weak demand, declining volumes, and increasing interest in protection against downturns indicate participants' caution.

🔴 Institutional flows are weakening, and activity in spot and derivatives is decreasing.

🔴 Overall — the market has cooled, and any recovery now will be vulnerable to external negative events.

🧬 Activity of institutional investors in Solana:

— Pharmaceutical company Artelo Biosciences plans to acquire SOL worth $10,000,000 for its reserves.

— DeFi Development has increased its Solana holdings, now the company has a balance of 1,293,562 SOL, which amounts to $18 million.

$ENA

⚡️ Over the last three months, there has been a trend of increasing outflow of altcoins from the Binance exchange, while investors are actively accumulating them, according to CryptoQuant data.

#CFTCCryptoSprint

🇮🇳 Indian investors collectively own about 1,000,000 BTC (5.1% of the total supply) — the United States leads in this metric with approximately 7,800,000 BTC (~40%), including reserves of companies, funds, and confiscated assets.

Despite high taxation, there is strong demand for Bitcoin in India — this is due to a young, tech-oriented audience and a high share of long-term retail investors.

There are no official data — estimates are based on exchange and blockchain data.

$CFX

🟠 Robert Kiyosaki, author of the book 'Rich Dad Poor Dad', expressed his confidence in Bitcoin.

This summer he listened carefully to experts' opinions and predicts that the price of Bitcoin may adjust to $90,000 this month.

He plans to acquire digital gold during the anticipated decline.

#BTCReserveStrategy

⚡️ On August 2, Arthur Hayes, the former CEO of BitMEX, sold from his wallet over six hours 2,373 ETH ($8.32 million), 7.76 million ENA ($4.62 million), and 38.86 billion PEPE ($414,700).

He explained his actions by the expectation of the passage of a tariff bill in the U.S. in the third quarter, which the market believes is supported by employment data.

Additionally, Hayes suggested that the price of Bitcoin could drop to $100,000, and Ethereum to $3,000.

He still has unrealized assets worth about $30 million in his addresses.

The entrepreneur promised to provide more detailed comments at a conference at the end of August, and in the meantime, he plans to 'return to the beach'.

#CreatorPad

🪙 BTC : The activity of new investors is increasing, indicating a sustained late stage of the bull cycle. Meanwhile, the influence of more experienced market participants remains moderate, leaving potential for continued growth until reaching the classic euphoric zone at 60-70% and above.

🇺🇸 The SEC has approved the possibility of redeeming Bitcoin and Ethereum ETFs in kind — that is, NOT in dollars, but directly in BTC or ETH.

This decision reduces the tax burden and costs for participants, makes the funds' operations more efficient, and confirms that the regulator increasingly perceives the crypto market as mature. Such a mechanism has long been used in ETFs for gold and stocks.

🟠 The company Galaxy Digital has successfully completed the sale of 80,000 BTC for $9.3 billion, belonging to an investor from the 'Satoshi Nakamoto era'.

This transaction was part of the client's legacy planning and became one of the earliest and most significant profit realizations in the cryptocurrency market.

🟠 Why is the four-year cycle no longer relevant?

After the CEO of CryptoQuant, the investment director of Bitwise also noted that the traditional BTC cycle model is losing its significance:

— Halving is becoming less significant each time.
— The macro environment is more favorable now – interest rates are no longer exerting pressure as they did in 2018 and 2022.
— There are fewer risks of a crash due to improvements in the regulatory environment and institutional adoption.
— The new risk lies in the increasing number of companies holding BTC on their balance sheets.

Long-term trends are replacing the four-year cycle:

— Inflows into ETFs are just beginning – this is a trend for the next 5–10 years.
— Institutional investors are actively entering the crypto market.
— Regulatory changes are planned for January 2025.
— Wall Street has actively engaged in the process following the adoption of the GENIUS law.

"I expect not a supercycle, but steady growth."