Daily Market Dispatch – July 8, 2025 Overview Optimism simmers as traders eye new BTC horizons and institutional waves swell. Bullish bets are stacking toward a BTC $130,000 mark, even as some altcoins see modest profit-taking. Institutional flows, regulatory developments, and renewed tokenization momentum are all supporting the market’s composure, even as old whales quietly stir the Bitcoin and Ethereum ecosystems. Still, global market sentiment shows signs of tentative positioning following U.S. President Trump’s sweeping new tariff announcements, which have introduced a fresh layer of uncertainty. Bitcoin Bitcoin is trading at $108,300, holding firm as market confidence builds around a potential new leg higher. While price action remains relatively calm, conviction is rising. Traders are increasingly targeting upside, with aggressive options open interest clustering around the $130,000 strike. Even with a dormant whale address moving a large stash of decade-old BTC, sentiment has remained firm. Analysts say the broader mood reflects stability rather than panic, supported by continued ETF participation and fresh institutional accumulation. That momentum was underscored by Strategy’s massive $1.4 billion Q2 profit, which it booked largely from BTC exposure. The firm has now set a $4.2 billion ATM offering for its STRD preferred shares, giving it further dry powder for balance sheet expansion. Ethereum & Altcoins Ethereum is stable at $2,500, though on-chain watchers noticed a rare move from a Genesis-era address holding millions in ETH – a shift that raised eyebrows but didn’t shake the market. Meanwhile, XRP continues to build strength above $2.26, with $2.38 now in sight. Technicals suggest the next leg higher could be underway with positive funding rates and growing open interest further reinforcing the bullish bias. DOGE is showing similar signs of life, bouncing off its pullback lows and forming a bullish triangle pattern – often a prelude to a momentum breakout. Meanwhile, BONK is pushing its way into the Solana token elite, now representing 55% of recent Solana token issuance—a sign of both memecoin stickiness and Solana ecosystem growth. Institutional & Policy Institutional moves are stacking up. Australia’s DigitalX has secured new capital to expand its Bitcoin holdings, joining other regional players like Animoca in pushing crypto treasury strategies forward. In Dubai, regulators approved the first tokenized money market fund under the city’s RWA framework – setting a milestone for on-chain finance in a jurisdiction quickly becoming a global hub. Back in the U.S., the SEC has set a July deadline for Solana ETF refilings, a sign that pre-October approvals are possible if filings are cleaned up. That’s given SOL bulls new hope, even as altcoin volume has temporarily dipped. In Asia, Hong Kong regulators are signaling tighter stablecoin rules ahead, while mainland officials in Shenzhen have issued a new caution around digital asset usage. The message is clear: compliance matters, and guardrails are tightening even in regions once seen as loosely regulated. Looking Ahead As Q3 unfolds, eyes are fixed on Bitcoin’s push toward $130,000, Ethereum’s on-chain shifts, and altcoin technicals that hint at further breakout potential. Tokenization efforts, Solana ETF milestones, and institutional treasury moves all continue to reinforce crypto’s growing maturity – without losing the volatility that keeps it lively. Key macro events this week — including the 10-Year Note auction and FOMC minutes on July 9, followed by jobless claims on July 10 — could further shape the risk appetite across markets. But with tariff uncertainty dominating headlines and “Crypto Week” legislation debates beginning July 14 in Washington, regulatory and geopolitical catalysts are set to share center stage with price charts. – Iliya Kalchev, Nexo Dispatch Analyst For informational purposes only; not financial or investment advice.

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BTC holds steady in the $100K–$110K range as whales ease holdings and new buyers step in. The rising Short-Term Holder Realised Price keeps rising, but hesitation at the top of the range hints at caution... When will upward momentum return? <https://blog.bitfinex.com/bitfinex-alpha/btc-consolidates-as-whales-ease-holdings-and-new-buyers-step-in/>

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