Samsung Just Became the Biggest Name in the Stablecoin Race
I've argued all week that stablecoins get won on distribution, not technology. Then Samsung walks in. At Galaxy Unpacked, it said Samsung Wallet will support stablecoins natively, putting digital dollars on the phones of millions of Galaxy owners.
Here's why the phone part matters so much. Until now, using stablecoins meant downloading a crypto app, and most people simply never will. Putting them inside a wallet that already holds your cards, IDs, and car keys removes the one step that kills adoption. No new app, no new habit.
Compare that to what I wrote about Tether reaching 500 million wallets, mostly through phones in developing markets. Samsung wants that same path, except pre-installed. That's a serious shortcut.
But let's stay honest. Samsung named no issuer, no launch date, and no markets. No word on whether it's USDT, USDC, 🟠 $BTC or something else entirely. Right now this is a slide, not a product.
Personally, I still think it's the most important stablecoin news of the week. Not because of what shipped, but because of who said it. When phone makers move, Visa and Circle have to move faster. 📱👀
⚠️ Is Bitcoin Heading for Another Leg Down? What the $2.1T Market Cap Drop Tells Us!
The crypto market is navigating a prolonged bearish phase following the October 10 crash. Although 2026 kicked off with a strong rally pushing total market cap above $3 Trillion, momentum faded sharply entering Q2.
CoinGecko data shows the total market cap tumbled ~12.6% in Q2 down to $2.1 Trillion – marking a steep 52%+ drop from its peak above $3 Trillion in October 2025.
Technically, 🟠 $BTC continues to print lower highs, breaking consecutive trendline supports. Because BTC dictates overall market sentiment, further breakdowns threaten to drag altcoins down with it.
Equities are mirroring this macro stress:
📊 Korea's KOSPI dropped 5.24% (~$250B lost from day highs)
📊 Japan's Nikkei slid 2.4% (~$210B erased)
While current metrics lean heavy, historical context suggests this phase shouldn't be written off just yet: a volume crunch often creates a low-volatility squeeze that sets the stage for sharp trend reversals, while extreme pessimism and liquidity flushes have historically marked the final capitulation resets that precede major market bottoms.
🟠 $BTC 's latest Risk Index has dropped to 22, placing it near the low-risk zone after spending much of the previous months in elevated territory. Historically, this kind of reset has reflected improving risk-reward conditions rather than the late stages of a bull market.
While price has remained relatively resilient, speculative excess has been flushed out. That suggests the market is rebuilding on stronger foundations instead of overheating. Low risk doesn't guarantee an immediate rally, but it has often been a period where long-term investors begin accumulating with greater confidence.
The next major move will depend on liquidity, macro conditions, and sustained demand. For now, the data points to caution fading not conviction disappearing.
🚀 XRP Funding Rates Drop 240% as Price Breaks $1.13 – Spot Rally Ahead?
✕ $XRP is flashing strong bullish signals! While price surged +4% past $1.13, daily funding rates crashed over 240%.
Why does this divergence matter? 💡 Leverage is normalizing. Traders aren't over-leveraging, meaning this breakout is driven by healthier spot demand rather than a risky leverage bubble. Plus, 24-hour trading volume spiked 64%! 📈
🎯 Key Levels to Watch: Bulls Target: $1.24 – $1.28 resistance zone Crucial Support: Must hold $1.13 (a dip below $1.10 invalidates the breakout)
With BTC pushing higher and the CLARITY Act deadline approaching, regulatory sentiment could provide the next major catalyst. ⚖️
$XRP – Liquidation Map (7D) – Current Price ~1.133
📍 Price is currently around 1.133, sitting in a transition zone with relatively thin liquidity. Short-liq begins fairly close above from 1.140, while a broad chain of large long-liq clusters remains below from 1.124 down to 1.068.
🟢 Above the current level, short-liq is concentrated around 1.140–1.156, with prominent clusters near 1.140, 1.148, and 1.156. This could become the nearest upside price-attraction zone if bullish momentum is confirmed. Further above, liquidity gradually thins from 1.164 onward.
🔴 Below, the nearest long-liq area sits around 1.124–1.116, followed by 1.108–1.092. The most notable zone is 1.084–1.068, where several very large liquidity clusters appear. Losing the current buffer could allow downside liquidation pressure to expand quickly.
⚖️ The preferred scenario is to wait for confirmation within 1.124–1.140. A stable breakout higher could open the path toward 1.148–1.156, then 1.164–1.172. On the other hand, losing 1.124 would increase the risk of a pullback toward 1.116–1.108.
🛡️ Cumulative liquidity below is significantly larger, but the short-liq cluster above is closer to the current price, so an upside sweep may still occur first. Chasing orders within the transition zone may carry higher risk; it is safer to wait for a clear reaction near 1.140 above or 1.124 below, with tight risk control.
A healthy detail under the 🔶 $BTC tape: the leverage got flushed out.
Funding rates cooled about 84% in a day, liquidations are near multi-week lows, and open interest is off its highs. A deleveraged market has less speculative fuel, which means less squeeze risk on the way up but also less forced-seller risk on the way down.
🔶 $BTC Update | Liquidity Still Above Bitcoin continues to trade inside the current range, while the equal highs remain untouched.
Those liquidity levels are still a strong magnet, making a sweep look increasingly likely before the next major move.
For now, there’s no reason to force a position in the middle of the range. I’ll stay patient and wait for price to clear the highs before looking for a potential short setup.
Enjoy the weekend, stay disciplined, and let the market come to you.
🔶 $ZEC Don’t chase late… this move is just getting started.
$ZEC is holding strong after a clean bounce and buyers are not giving up. Price is building above support with steady momentum. Bullish until key support breaks.
Entry Zone: 543.50 – 546.50 Stop Loss: 536.00 TP1: 555.00 TP2: 565.00 TP3: 578.00 This is the kind of setup I like to catch before the crowd notices. Stay disciplined and let the trade do the work.
🚨 ALERT.... Guy's 🔶 $SOL make key FVG resistance zone and rejection here could trigger another leg down toward lower support. ▼ 🔶 $SOL short Entry: 74.50 – 74.70 (Short) TP: 73.50 → 72.76 → 71.72 SL: 75.49
Iran has denied plans for peace talks with the U.S., contradicting President Trump’s claims that Tehran wants a deal. The conflict continues to escalate as the U.S. launches fresh strikes on Iranian military targets, while Iran insists its focus remains on self-defense.
The renewed tensions erased Bitcoin’s earlier gains from softer U.S. inflation data, pushing 🔶 $BTC below $65,000. Meanwhile, Polymarket traders see only a 20% chance of U.S.-Iran peace talks resuming before the end of the month, with Iran’s top negotiator expected to address the nation later today.
🔥 Bitcoin to $38K by October? NYDIG Maps the Bear-Case Path
NYDIG just outlined a scenario where 🔶 $BTC falls toward $38,000–$39,000 by October, extending its decline to roughly 70% from the $126,080 peak. The reason? This cycle may still be missing the kind of capitulation usually seen near a real market bottom.
The firm says leverage, not strong spot demand, is driving the current moves, while more than half of all Bitcoin sits at an unrealized loss. If the 2025–2026 correction follows the timing of the 2022 bear market, 🔶 $BTC could still have another painful leg lower.
But NYDIG was clear: this is a historical scenario, not a direct forecast. Other analysts see support closer to $59,000–$60,000, while Galaxy Digital also sees a possible move near $40,000. For now, the market still has no clear agreement on where the real bottom sits.
#Bitcoin Long-Term Holder MVRV Signals A Reset Rather Than A Cycle Top The adjusted MVRV for 🔶 $BTC long-term holders in the 6M-10Y cohort has compressed toward levels that historically marked periods of valuation reset instead of distribution. Unlike previous cycle peaks in 2017 and 2021, the indicator remains far below the "Extreme Profit" zone, suggesting experienced holders are not realizing gains at the intensity typically associated with market tops. On-chain behavior continues to reflect patience rather than broad profit-taking.
Another notable development is the proximity of the adjusted MVRV to the lower historical range where prior market cycles established accumulation zones. Each major drawdown since 2015 pushed this metric into similar territory before long-term demand gradually absorbed available supply. The current reading does not imply an immediate reversal, but it indicates that unrealized profits among mature holders have been substantially reduced despite Bitcoin maintaining a historically elevated price.
The realized price of the 6M-10Y cohort continues to trend higher, demonstrating that long-term capital remains committed and is steadily repricing upward. This divergence between a rising realized cost basis and a falling adjusted MVRV suggests the recent correction has been driven more by price retracement than by widespread capitulation from conviction holders.
The current environment appears more consistent with a mid-cycle valuation reset than the final stage of a bull market. As long as long-term holders refrain from aggressive distribution and realized cost bases continue to climb, supply available to new buyers remains structurally constrained. The next decisive move will likely depend on whether fresh demand is strong enough to absorb limited circulating supply and push long-term holder profitability back into expansion.
I enjoy seeing how other traders climb the leaderboard because it reminds me that consistency usually beats chasing every move. That's why I'm keeping an eye on the AlphaX Futures Daily Trading Competition while sticking to my own strategy.
At the same time, all eyes are on 🟠 $BTC .
Do you think Bitcoin finally pushes through $65,000 this week, or is that level still too strong?
I'm staying patient and letting the market decide. What's your prediction for 🟠 $BTC ?
🟣 $SOL fell 1.53% in the past 24 hours to around $75.18, underperforming the broader crypto market as a wave of long liquidations and renewed geopolitical tensions fueled risk-off sentiment.
The decline came amid weaker altcoin momentum and cautious capital flows, while traders are closely watching the key $75 support level, with a successful hold potentially paving the way for a rebound toward $78, whereas a breakdown could expose 🟣 $SOL to the $73–$74 range.
Bitcoin Gains Nearly 10% in July - But Traders See a 2022 Repeat
Bitcoin is up around 9.5% this month, marking its strongest July performance in four years. But traders are staying cautious because 🟠 $BTC showed a similar recovery in July 2022 before falling 14% in August and dropping again in September.
The concern is that Q3 has historically been Bitcoin’s weakest quarter, with average gains of only 6%. Lower summer liquidity and trading volume can make rallies harder to sustain, so this month’s strength may look promising without confirming that the bear trend is over.
🪙 $ETH is holding above key support... Bulls are stepping in with strength.
As long as $1,785 holds, I'm expecting a continuation toward the $1,875 resistance. A clean breakout above that level could open the door for even higher prices.
Trend remains bullish. Let the market come to you, don't chase it.
💧 $SUI is showing signs of recovery after an accumulation phase. If buyers keep defending support, a move toward the $0.76–$0.78 resistance zone could be next.
Bitcoin Is Being Adopted in More Ways Than You Think 🤫
Whenever I read about 🪙 $BTC adoption, I find myself asking one extra question: are we talking about adoption, or are we talking about usage? They sound similar, but I don't think they're the same thing.
To me, adoption is about who is choosing to include Bitcoin in their world. That could be a company adding BTC to its treasury, an asset manager launching an ETF, or a bank introducing Bitcoin services. Usage is different. It's about how Bitcoin is actually being used every day, whether that's transferring value, settling transactions or moving funds between participants.
The two don't always grow at the same pace. A company can adopt Bitcoin as a long-term reserve asset without making frequent on-chain transactions. At the same time, payment activity can increase even if there aren't major institutional announcements.
I think separating these two ideas gives a clearer picture of where Bitcoin is heading. Adoption tells us who's entering the ecosystem, and usage tells us how the network is being used once they're there.