bitmonkcrypto

What's happening right now?
$BTC is testing its largest supply wall at $80,000 - right around the average cost basis of ETF holders.
Spot Bitcoin ETFs just logged their 8th straight day of inflows (longest streak since April).
Price is holding above $79k after a sharp weekly rally, but Friday brings a $6.4B options expiry and Fed Chair Warsh’s Jackson Hole speech.
➟ Institutions are still buying
➟ $80K remains the key resistance
➟ Options expiry could add serious volatility
➟ Macro headlines could decide the next move
The setup is getting interesting.
If BTC breaks $80K with strong volume, th

Bitcoin smashed through $80,000 for the first time since May - and this move has serious macro fuel behind it. 👀
BTC tagged $81K before getting rejected near the 50-week MA, but currently around 78k, will it bounce is the real question. With BTC up over 4% on the day and roughly 25% in a week, the momentum is undeniable.
➟ Treasury buybacks are reviving the debasement trade
➟ Spot Bitcoin ETF inflows are accelerating hard
➟ Shorts are getting squeezed as key resistance levels break
➟ ETH, SOL and XRP are joining the rally as market breadth expands
The big question now: new bull leg or an over

Bitcoin smashed through $80,000 for the first time since May - and this move has serious macro fuel behind it. 👀
BTC tagged $81K before getting rejected near the 50-week MA, but holding above $79K–$80K is still a major statement. With BTC up over 4% on the day and roughly 25% in a week, the momentum is undeniable.
➟ Treasury buybacks are reviving the debasement trade
➟ Spot Bitcoin ETF inflows are accelerating hard
➟ Shorts are getting squeezed as key resistance levels break
➟ ETH, SOL and XRP are joining the rally as market breadth expands
The big question now: new bull leg or an overbought

Bitcoin’s 20% Surge: What’s Driving the Rally?
Bitcoin has surged roughly 20% in a week, jumping from the low $63K range to around $76K–$78K.
The move has been fueled by a mix of macro tailwinds, a massive short squeeze, modest ETF inflows, and renewed optimism around U.S. crypto policy.
What’s driving the move?
➟ The U.S. Treasury’s plan to double long-dated bond buybacks helped ease yields and supported risk assets.
➟ A major short squeeze liquidated billions in leveraged positions, creating a wave of forced buying.
➟ Modest ETF inflows added support.
➟ Renewed discussion around the Clarity

Bitcoin holding firm near $64.5k–$65k as U.S. spot ETFs pull in another strong day of inflows ($189M yesterday after $298M on Monday).
Treasury’s stepped-up long-bond buybacks are helping push yields lower, giving crypto a clean tailwind.
Institutional demand is quietly rebuilding while volatility stays compressed.
Eyes on the Fed minutes later today…
Will this be the spark for the next push higher?
#Bitcoin #BTC #Crypto #RWA #ETFs

ECB researchers just dropped a warning that AI traders should not ignore.
In a new blog, ECB economists argue that a correction in AI-driven stock valuations is likely — and the surprising part is that AI does not even need to fail.
➟ US valuations are approaching dot-com-era extremes.
➟ AI spending and expectations are rising rapidly.
➟ As AI spreads across the economy, investors may demand higher risk premiums.
➟ That higher risk premium could outweigh stronger corporate profits and push valuations lower.
The ECB also warns that Europe is exposed. Euro-area households reportedly hold around

Hello from Switzerland ⛰️😀

📉 US inflation just came in cooler than expected - and crypto is paying attention.
June CPI printed at 3.5% YoY, below the 3.8% forecast and down from 4.2% in May. Core CPI also cooled to 2.6%, beating expectations of 2.8%.
This is exactly the kind of macro data markets have been waiting for.
Why does it matter?
➟ Lower inflation increases the probability of Fed rate cuts in the coming months.
➟ Lower interest rates generally improve liquidity, and risk assets like Bitcoin and crypto have historically benefited from easier financial conditions.
➟ Markets immediately reacted positively, with B

🚀 Wall Street is officially moving onchain.
After years of talking about tokenized securities, Ondo Finance has delivered something that could reshape U.S. capital markets.
In partnership with Broadridge, Ondo has launched the first live third-party tokenized U.S. securities operating fully within the existing U.S. regulatory framework.
Here's why it matters.
➟ Oasis Pro, Ondo's SEC-registered transfer agent, tokenized BlackRock's IVV ETF and Micron (MU) shares on Ethereum.
➟ The underlying shares remain with regulated U.S. custodians.
➟ Token holders receive real shareholder rights, includin

Another massive week for tokenization as institutions continue moving traditional finance on-chain.
Some of the biggest names in asset management, banking, and government are accelerating adoption.
Key highlights:
➟ Baillie Gifford ($237B AUM) launched the first publicly available UK-regulated tokenized corporate bond fund issued natively on Ethereum and Solana.
➟ Invesco filed with the SEC for a tokenized stablecoin reserve money market fund under the GENIUS Act.
➟ Circle and Nomura partnered to bring instant USDC-powered FX settlement to Japanese corporates by 2027.
➟ The UK Treasury launche

MiCA Compliance in Europe: The Future of Crypto Regulation
Europe has officially set the global benchmark for crypto regulation.
The Markets in Crypto-Assets (MiCA) regulation creates a single legal framework across all 27 EU member states, bringing much-needed clarity for crypto businesses and stronger protection for investors.
Here's what you need to know.
What is MiCA?
MiCA is the EU's comprehensive crypto regulation designed to:
➟ Protect investors
➟ Increase market transparency
➟ Prevent market abuse
➟ Create one licensing framework across the EU
Who Does It Apply To?
MiCA covers Crypto-A

I've started a slow DCA into Bitcoin in small amounts.
At current levels, the setup reminds me a lot of buying BTC around $30k during 2022. It wasn't the exact bottom, but it turned out to be an excellent long-term entry for those who stayed patient.
My approach is simple:
• Start accumulating around current levels
• If BTC drops toward $50k-$40k, continue buying gradually
• Focus on lowering the average entry rather than trying to perfectly time the bottom
Even if Bitcoin revisits lower levels, an average entry around $50k-$60k could look very attractive over a full market cycle if the next b

The US Senate is back at the table, resuming negotiations on the Crypto Clarity Act.
This is shaping up to be one of the most important regulatory moments for the crypto industry in years.
For over a decade, crypto has operated in a gray area, with unclear rules, regulatory uncertainty, and constant debates over which assets are securities and which are commodities. The lack of clarity has kept many large institutions on the sidelines despite growing interest in digital assets.
If passed, the Crypto Clarity Act could be a game changer.
Why it matters:
➟ Establishes clearer regulatory framework

$UNI (Uniswap) is on a tear after Standard Chartered dropped one of the most bullish institutional calls yet.
The bank just initiated coverage on Uniswap with a $100 price target by 2030 - a potential ~40x from recent levels (~$2.70 → $100).
They see a clear path:
$6.50 by end-2026 → $20 (2027) → $40 (2028) → $65 (2029) → $100 by 2030
Thesis? Explosive growth in tokenized real-world assets (RWAs) flowing into DeFi, with Uniswap positioned as core neutral infrastructure.
On-chain metrics are already lighting up: Network activity hitting multi-month highs
Whale transactions at a 7-month high