Pantera Capital has invested over $300 million in crypto treasury firms through its Digital Asset Treasury strategy. The portfolio covers Bitcoin (BTC), Ethereum (ETH), Solana (SOL), BNB (BNB), TON (TON), Hyperliquid, Sui (SUI), and Ethena (ENA) across the US, UK, and Israel. Among these, BitMine Immersion (BMNR) stands out. Since launching its Ethereum treasury strategy, BitMine has become the largest crypto treasury and third-largest overall, holding 1.15 million ETH (approx. $4.9 billion).
BitMine plans to expand its at-the-market equity program to $24.5 billion to pursue a target of 5% of Ethereum’s supply. Its stock surged 1,100% in just over a month, fueled by a 330% increase in ETH-per-share. Pantera argues that well-managed crypto treasury companies can trade at a premium to net asset value by generating yield above their cost of capital. It expects continued demand for crypto treasury services as Ethereum drives tokenization, stablecoins, and institutional adoption.
As crypto traders eye 2025’s top long-term opportunities, Little Pepe (LILPEPE) has surged ahead of legacy memecoins XRP and Dogecoin (DOGE). LILPEPE’s near-sold-out presale (Stage 9 at $0.0018, 99.2% sold) powers a dedicated Layer-2 memecoin blockchain with ultra-fast, low-cost transactions, sniper-bot protection, and an integrated meme launchpad. Backed by proven anonymous developers and secured CEX listings, LILPEPE promises asymmetrical growth free from regulatory drag. Meanwhile, XRP faces regulatory uncertainty—with SEC appeal votes and spot ETF rumors driving volatile price swings—and Dogecoin struggles under institutional sell-off and fading memecoin hype. Traders seeking high-leverage insights may find LILPEPE’s momentum more compelling than XRP’s fundamentals or DOGE’s declining volume. With its unique tech and community-driven roadmap, LILPEPE is positioned as a leading long-term crypto pick for 2025.
Pantera Capital has committed over $300 million to digital asset treasury firms, establishing two dedicated funds to back specialized companies that actively manage and grow cryptocurrency holdings. The investments target a diverse portfolio including Bitmine, TwentyOne Capital, DeFi Development, SharpLink Gaming, Satsuma Technology, Verb Technology, CEA Industries and Mill City Ventures. By focusing on crypto treasury firms rather than passive holding, Pantera Capital aims to leverage sophisticated strategies to optimize net asset value and achieve higher returns. This move underscores a shift toward active treasury management in the blockchain sector, signaling growing institutional confidence and a maturing market for crypto treasury firms. Traders should watch for increased institutional flows and the potential for enhanced market stability as these firms deploy advanced asset management techniques.
Ethereum Dev Federico Carrone increased his donation to Roman Storm’s Tornado Cash legal defense fund from $50,000 to $500,000. The Ethereum Dev was briefly detained in Turkey over alleged ties to a privacy protocol, prompting him to take a clear stance on code freedom and legal rights. The Ethereum Foundation will match donations up to another $500K, doubling the impact for Roman Storm’s defense. Storm, Tornado Cash co-founder, faces charges of money laundering, operating an unlicensed money transmitter, and sanctions violations after his 2023 indictment. He was found guilty on one count and faces a potential retrial. Storm has raised $5.4M of a $7M goal so far. His sentencing is pending, with a maximum five-year prison term. This move by an Ethereum Dev underscores the crypto community’s solidarity amid regulatory pressure and highlights ongoing legal risks for privacy protocols.
Bitcoin final supply is capped at 21 million. When the last BTC is mined, block rewards end and miners rely solely on transaction fees. This shift could raise network costs and drive traffic to faster, cheaper chains. The scarcity principle that underpins Bitcoin’s value is prompting veteran traders to scout scarce altcoins early. One highlighted project is MAGACOIN FINANCE, whose presale rounds consistently sell out fast. Its limited early supply, viral marketing and roadmap utility create urgency among investors. As Bitcoin transitions to fee-only mining, altcoins with low or deflationary supplies may see increased inflows. Traders positioning early aim to capture momentum before retail FOMO. Understanding Bitcoin final supply helps anticipate market rotations toward next-generation tokens.
Bullish
Bitcoin final supplytransaction feesscarcityaltcoin presaleMAGACOIN FINANCE
Ruvi AI (RUVI), an audited AI token, has gained significant momentum after its CoinMarketCap (CMC) listing. The presale’s Phase 2 is over 85% sold at $0.015, with an automatic 33% price increase to $0.020 as Phase 3 begins. Trusted validation comes from a CyberScope smart contract audit and a strategic exchange partnership with WEEX. With $2.9 million raised, 230 million tokens sold and over 2,800 holders, Ruvi AI’s structured price steps and real-world utility as a creator-first AI super app make it a standout presale opportunity. The platform unifies trend research, script generation, native image and video creation and workflow automation, tying token demand to usage and fostering product-led growth. Early-stage investors benefit from live leaderboard giveaways and VIP tiers offering bonus tokens. These milestones position RUVI for potential rapid gains, compressing decision time and driving allocations ahead of each programmed price step.
TRON trading volume climbed to $1.07 billion in 24 hours as TRX extended its August rally beyond key resistance. The TRX price sits at $0.35, marking a 15.3% gain this month and a 172% surge year-over-year. TRON trading volume is driven by stablecoin settlements exceeding $625 billion monthly and growing payment use cases like high-value transfers and tourism bookings. The network has processed 1.8 trillion transactions year-to-date with a 99.3% success rate and zero gas fees on over 70% of transfers. On-chain activity is up 28%, attracting more payment and gaming dApp developers. Q2 earnings showed $1.47 million net income and $111 million in equity. Technical analysts see support at $0.30–$0.32 and resistance at $0.35, with targets of $0.45 near term and $1 by Q3 if momentum holds.
Sonic Labs has launched Testnet 2.1 with Ethereum Pectra compatibility, marking a milestone in layer-1 blockchain development. The update optimizes the Sonic chain for high throughput, targeting over 400,000 transactions per second. By integrating Ethereum Pectra features such as account abstraction and improved layer-2 scaling, Testnet 2.1 enhances scalability and cross-chain compatibility with the Ethereum ecosystem.
The testnet supports ERC-20 and ERC-721 standards, providing developers with a familiar environment for building dApps. Enhanced developer tools and improved transaction processing decongest the network, reducing fees and boosting user experience. Sonic Labs is gathering feedback to refine performance ahead of the anticipated mainnet launch.
With Ethereum Pectra compatibility, Sonic Labs strengthens interoperability, allowing seamless asset transfers between Sonic and Ethereum. This strategic move positions Sonic as a leading scalable layer-1 blockchain and a key player in Web3 cross-chain connectivity. As the mainnet launch approaches, Sonic Labs is likely to see increased adoption from developers and users, reinforcing its competitiveness in the blockchain ecosystem.
Bullish
Sonic LabsEthereum PectraTestnet 2.1layer-1 blockchainscalability
Pantera Capital founder Dan Morehead’s Bitcoin price prediction forecast BTC would reach $117,482 by August 11, 2025 based on the four-year halving cycle. Released in November 2022 when BTC traded near $16,000, the model proved accurate as BTC closed above $119,000 on August 11, 2025. This validation underscores the predictive power of Bitcoin’s halving events and cycle-based analysis.
Institutional adoption also reshapes market dynamics. Since January 2024, US spot Bitcoin ETFs have acquired about 1.491 million BTC (7.1% of supply), while public and private firms hold roughly 1.36 million BTC. These inflows boost liquidity, temper volatility and reinforce long-term demand.
Analysts like Bob Loukas apply cycle theory to map price trajectories, and investor Jason Williams warns that large-scale corporate holdings could disrupt the traditional four-year cycle. Traders should monitor upcoming halving events and ETF flows, as they remain key drivers of short-term rallies and long-term trends in BTC markets.
Bullish
Bitcoin price predictionHalving cycleInstitutional adoptionSpot Bitcoin ETFMarket cycle theory
Crypto whales have shifted significant capital across three tokens. Over the past week, large Bitgo-linked wallets accumulated more than $300 million in ETH, including a single buy of 101,000 ETH (~$364 million), signaling conviction ahead of a potential spot ETH ETF and a DeFi resurgence. In contrast, XRP whales have sold off billions in recent weeks, locking in gains and cooling the previous rally. Meanwhile, smart money is moving into MAGACOIN FINANCE, with each presale phase selling out rapidly due to built-in scarcity and a clear roadmap. This rotation—ETH accumulation, XRP profit-taking, and early positioning in MAGA Finance—underscores crypto whales’ pattern of seeking next growth cycles. Traders should monitor large wallet flows to identify entry points before broader market awareness. Understanding crypto whales’ behavior may offer a crucial edge in timing positions during both short-term swings and longer-term bull trends.
Weekly data of altcoin active wallet addresses reveal shifting network usage across the cryptocurrency market. Near Protocol (NEAR) tops the list with 16.0 million active users, up 18.4% week-on-week. Solana (SOL) and BNB Chain (BNB) follow with 14.8 million (-18.8%) and 14.5 million (-9.2%) weekly active users, respectively. Among the top ten, Raydium (RAY) and Aptos (APT) post notable gains of 13.0% and 30.9%, while Base and Uniswap (UNI) see 26.2% and 36.1% declines. Major chains Bitcoin (BTC) and Ethereum (ETH) record 3.1 million (+1.7%) and 2.9 million (+25.6%) active wallets. This weekly snapshot of altcoin active users highlights emerging trends in network adoption, with NEAR, Aptos and Ethereum driving growth amid mixed performance from other platforms.
Neutral
Weekly Active UsersAltcoin Network UsageNear ProtocolAptos GrowthEthereum Adoption
Fonte Capital has launched Central Asia’s first spot bitcoin ETF. The Fonte Bitcoin Exchange Traded Fund (BETF) begins trading on the Astana International Exchange (AIX) from August 13. Each share is physically backed by bitcoin and custodied by U.S.-regulated BitGo Trust, with insurance coverage up to $250 million. Priced in U.S. dollars, the spot bitcoin ETF operates under the Astana International Financial Centre (AIFC) framework, offering a regulated entry point for institutional and retail investors without the need to manage private keys.
The fund’s in-kind settlement mechanism and low expense ratio aim to reduce tracking error. This move aligns Kazakhstan with global markets, including the U.S., Canada and Hong Kong, that have approved spot bitcoin ETFs. By providing insured custody and a legal framework, the ETF could attract foreign capital and integrate the region into the broader digital asset economy.
Bullish
Spot Bitcoin ETFCentral AsiaAstana International ExchangeBitGo CustodyAIFC Regulation
Altcoins rallied after Treasury Secretary Scott Bessent floated a 50 basis point Fed rate cut for September, pushing Ethereum (ETH) above $4,600 – a near five-year high – and lifting Cardano (ADA), Solana (SOL), Avalanche (AVAX) and Litecoin (LTC) by 8–10%. XRP climbed 3.5%, while Bitcoin (BTC) held near $120,000. Markets had priced in a 25bp cut, but Bessent’s dovish Fed rate cut comments fueled the altcoins rally. A softer dollar and July U.S. CPI in line with estimates added to bullish sentiment in the crypto market.
Bitmine Immersion Technologies has become the first company to accumulate over 1 million ETH in its Ethereum treasury, reaching 1 150 263 tokens valued at $4.9 billion. The firm added 317 126 ETH in one week, boosting its treasury value by $2 billion. Launched on June 30, Bitmine’s Ethereum treasury now represents 34% of the 3.49 million ETH held by corporate treasuries, ahead of SharpLink’s ~600 000 ETH (17%). Overall, treasury-managed ETH accounts for 2.9% of supply, while spot Ether ETFs hold about 5%. Bitmine’s stock (BMNR) sees average daily trading volume of $2.2 billion and has risen 1 300% since it began stacking ETH. Ether hit a 3.5-year high of $4 350, 12% below its all-time peak, amid record ETF inflows exceeding $1 billion.
A familiar crypto bull run pattern is emerging: Bitcoin consolidation, stalled dominance and surging altcoins. Long-term holders are quietly accumulating before the next rally. MAGACOIN FINANCE presale phases have sold out rapidly, fueling speculation of a potential 69× return this cycle. Historical cycles in 2017 and 2021 showed similar setups, with small-cap alts and meme coins leading early gains.
Market rotation is clear. Solana’s NFT and DeFi activity hit new highs. Polygon secures global partnerships. Chainlink’s oracle network expands across tokenized finance. Volume spikes and sharp mid-cap price moves signal shifting capital.
Traders who spot the crypto bull run pattern early can secure favorable entry points. As presale demand intensifies and altseason chatter grows on social channels, the risk-reward window narrows. Those acting before mainstream headlines could capture outsized returns.
Bullish
Altcoin SeasonBull Run PatternPresale ManiaMarket RotationMAGACOIN Finance
SharpLink Gaming Inc. (Nasdaq: SBET) secured $400 million in new capital through agreements with five global institutional investors. The raise boosts its Ether (ETH) holdings to over $3 billion, underscoring mounting institutional confidence in Ethereum as a corporate treasury asset.
Ethereum’s price surged 44.5% in the past 30 days, lifting ETH from under $3,000 to above $4,300. At the time of the raise, ETH traded near $4,278, just 12% below its all-time high of $4,878. This recovery has drawn significant institutional investment and sparked discussions on Ethereum’s long-term growth potential.
The deal highlights a broader trend of corporations adopting cryptocurrency in treasury strategies. SharpLink’s move follows similar capital allocations by tech firms and financial institutions. Institutional investment in Ethereum continues to strengthen market stability and validate ETH’s role beyond decentralized finance.
Circle, issuer of the USDC stablecoin, has filed for a public offering of 10 million Class A shares to raise fresh capital and provide liquidity for existing investors. The sale comprises 2 million newly issued shares and 8 million secondary shares from early stakeholders. This dual structure injects funds for product development and regulatory compliance while allowing founders and early investors to realize gains. The offering marks a significant milestone for the digital asset sector, signalling greater institutional interest and enhanced transparency. Proceeds are expected to bolster reserves backing USDC, support Web3 payment solutions and institutional offerings, and meet evolving regulatory requirements. For crypto traders, this move offers a new equity avenue for exposure to stablecoin infrastructure and may improve market sentiment as Circle transitions toward public scrutiny.
Circle reported its first post-IPO Q2 2025 results, highlighting USDC growth and strong financials. USDC circulation rose 90% YoY to $61.3B by quarter-end and further to $65.2B by August 10. Revenue jumped 53% to $658M, and adjusted EBITDA climbed 52% to $126M. The net loss was $482M, primarily from $591M in non-cash IPO expenses. Circle raised $1.2B in its June IPO, launching the Circle Payments Network to over 100 institutions. It introduced Arc, a layer-1 blockchain using USDC as fuel, and forged partnerships with Binance, OKX, FIS, Fiserv and others. The GENIUS Act’s passage adds federal clarity for payment stablecoins, solidifying Circle’s market position.
Ex-Google CEO Graham Cooke has reassured crypto traders that recent quantum computing advances, including Microsoft’s Majorana 1 chip and Google’s Willow processor, pose no immediate threat to Bitcoin security. While tech giants aim to scale qubit counts rapidly, practical attacks on Bitcoin require stable, error-corrected logical qubits in the hundreds of thousands to millions. Cooke highlights Bitcoin’s robust cryptography and 24-word seed phrase keyspace (approx. 10^77 combinations), which remains unbreakable within any foreseeable quantum computing breakthrough. This clarification on Bitcoin security against quantum computing threats maintains market stability and reassures traders that current quantum progress is unlikely to undermine crypto markets in the near term.
Fold has launched Bitcoin gift cards nationwide, allowing consumers to earn and spend BTC at over 50,000 retail locations. This initiative simplifies crypto adoption by integrating Bitcoin gift cards into everyday purchases, potentially broadening mainstream adoption. Bitcoin is trading between $114,000 and $121,000, up 3.5% this week and 21% over six months. Traders note resistance at $123,000; a successful breakout could target $129,000, a 7% gain. By enhancing accessibility, Bitcoin gift cards may strengthen bullish sentiment for BTC, driving demand in both spot and derivatives markets. Similar programs in digital payments and debit cards have supported price rallies in the past, suggesting short-term momentum. Long-term, increased consumer engagement through Bitcoin gift cards could solidify BTC’s role as a peer-to-peer digital currency and store of value.
Bullish
Bitcoin gift cardsBTC priceCrypto adoptionMainstream adoptionFold
Crypto analytics firm Santiment reports that during the recent Bitcoin and altcoin rally, whale transactions (payments over $100,000) surged across several altcoin projects. Mantle (MNT) led with a 935.9% weekly increase in whale transfers, followed by Wrapped Bitcoin on Optimism (WBTC) at 502.3% and KuCoin Token (KCS) at 350%. Other notable jumps included ENS (315.3%), WETH on Polygon (281.2%), Pendle on Ethereum (214%) and Arbitrum (192.1%), StakeWise Staked ETH (osETH) at 189.6%, Tether on Avalanche (USDT) 171.1%, and USD0 at 123.9%. Some tokens like ENS saw rising whale activity despite a short-term price drop, suggesting major holders are accumulating. This uptick in large transactions may foreshadow further altcoin price moves, offering traders insight into potential bullish momentum.
Bitmine Immersion Technologies has reportedly unveiled a Bitmine ETH funding plan to raise $20 billion for additional Ethereum acquisitions. However, investors remain skeptical as no official statement or regulatory filing has verified the initiative. Media reports link Chairman Thomas Lee to the funding plan, yet he has issued no confirmation. Traders are cautious, awaiting formal disclosures that could influence ETH prices and market dynamics. If validated, this large-scale ETH acquisition could tighten supply and impact demand. The crypto community emphasizes the lack of SEC filings as a credibility barrier. For now, the Bitmine ETH funding plan remains speculative, underscoring the need for clear, evidence-based updates.
Crypto futures liquidation wiped out a record $141M in one hour, driving total losses to $502M over 24 hours on major exchanges. Crypto futures liquidation occurs when leveraged positions fall below maintenance margins and are automatically closed. A sharp price drop in Bitcoin (BTC) and Ethereum (ETH) triggered cascading sell-offs. This feedback loop intensified market volatility. The event highlights the risks of high leverage in leveraged trading and derivatives markets. Traders should manage risk with stop-loss orders, limit leverage ratios, and diversify across spot and derivatives markets. Monitoring macroeconomic trends and on-chain indicators can improve decision-making. While painful in the short term, large-scale liquidation may serve as a deleveraging event and help stabilise markets over time. Robust risk management remains essential.
Bitcoin holds key support at $118,000 after failing to breach its all-time high of $123,218, indicating strong demand at lower levels. Net inflows into spot Ethereum ETFs topped $1.01 billion on Monday, highlighting robust institutional interest.
Technical analysis shows Bitcoin trading above its 20-day SMA, with resistance at $123,218 and $135,000. A drop below $116,779 could trigger tests of support at $114,366 or $110,530. Key altcoins are also strong: ETH may test $4,868, with support at $4,094; BNB trades between $792 and $827, eyeing resistance at $861 and $900 or support at $732; LINK has broken past $22.70 toward $27 and $30; UNI bounced from $9.05, targeting $12 and $15.
Overall, Bitcoin’s firm support and rising ETF flows underpin a bullish outlook. Traders should monitor ETF inflows and Bitcoin’s resistance levels for short-term breakouts and potential entry points.
Ethereum price has surged past $4,600 on Binance, marking a significant bullish milestone. The ETH price rally is driven by network upgrades, expanding DeFi applications, a booming NFT market, and positive market sentiment. The ongoing transition to Ethereum 2.0 promises enhanced scalability and security, attracting institutional and retail investors alike. Ethereum’s core role in decentralized finance (DeFi) underpins growing demand for ETH tokens, while record NFT sales boost transactional volume.
Binance’s high liquidity and global reach have facilitated large buy orders with minimal slippage. Rising ETH trading volumes on Binance reflect strong buying pressure and wider adoption. Traders should note that market cycles and macroeconomic factors can impact price volatility. Diversification and robust risk management, such as setting stop-loss orders, are essential.
Short-term, this ETH price surge may attract momentum traders seeking quick gains. Long-term investors can view network upgrades and ecosystem growth as signs of sustained value. Monitoring on-chain metrics and DeFi protocol activity can offer further insights into market dynamics. Staying informed and disciplined will help traders navigate this dynamic cryptocurrency landscape.
Solana’s native token SOL price is approaching $400 following Axiom Exchange’s record-breaking $200M revenue within 73 days of launch. The Solana-based trading bot became the fastest crypto app to double its revenue from $100M to $200M, reinforcing momentum in the Solana ecosystem. Market analysts note high network usage often correlates with SOL price performance. However, SOL price faces resistance near $189, a key level identified by experts. A breakout above this threshold could trigger a rally toward $350–$400. Meanwhile, whale activity is increasing selling pressure. Over 226,000 SOL (approximately $40M) was transferred to exchanges, with significant deposits by wallets CMJiHu, 5PjMxa and HiN7sS on Kraken and Binance. Galaxy Digital also moved 224,000 SOL over the weekend. On the ecosystem front, OSL HK launched retail SOL trading, broadening market access. Blue Origin announced SOL acceptance for spaceflight bookings alongside BTC, ETH, USDT and USDC. Additionally, the Solana Seeker smartphone debuted to boost on-chain engagement. These developments underscore growing retail access and network adoption, signaling a bullish outlook for SOL price among traders.
Bullish
SOL priceAxiom ExchangeSolana ecosystemWhale activityRetail access
Grayscale launched DeepBook and Walrus trusts on August 12, offering direct exposure to DEEP and WAL tokens tied to the Sui blockchain. Grayscale DeepBook Walrus Trusts provide accredited investors a daily subscription path into two core DeFi infrastructure assets. DeepBook (DEEP) powers a central limit order book for Sui protocols, while Walrus (WAL) delivers a privacy-focused on-chain data layer.
Following the announcement, DEEP surged over 12% to $0.17, and WAL gained around 7% to $0.43, driven by market volatility and institutional interest. Combined market caps reached nearly $1.19 billion with daily volumes above $70 million. This rally underscores growing demand for Sui-based tokens and highlights Grayscale’s recovery from the 2023 FTX fallout on its path back to a $50 billion valuation.
The launch of Grayscale DeepBook Walrus Trusts marks a bullish step for Sui’s ecosystem, strengthening token liquidity and opening new avenues for DeFi and data infrastructure investment.
Ethereum price topped $4,500 after surging ETF inflows, institutional demand, and regulatory clarity. Six key drivers supported the rally: daily ETH ETF net inflows exceeded $1B, inclusion in 401(k) plans, stablecoin market cap hit $270B, SEC ruled ETH staking is not a security, upcoming CLARITY Act, and record-low exchange supply. Corporate treasuries now hold over 3.5M ETH ($16B+), with two firms planning to raise $30B more for purchases, pushing total reserves to $46B. On-chain demand and ETF flows combined for a significant supply squeeze. The ETH/BTC pair broke 0.0375, with targets at 0.04, 0.046–0.058, potentially driving Ethereum toward $6,000 and beyond. Traders should monitor ETF flows and on-chain metrics for short-term momentum and institutional buying for long-term upside.
President Trump’s Federal Reserve nominee has called for suspending the Bureau of Labor Statistics’ monthly jobs reports, arguing that the high-frequency data adds noise and distracts from long-term economic trends. In testimony before the Senate Banking Committee, the nominee warned that monthly non-farm payroll numbers can trigger sharp market swings and may mislead policymakers. Instead, they advocate shifting to quarterly or biannual updates to stabilize market expectations. Critics from both parties have condemned the proposal, citing transparency concerns and the risk of concealing deteriorating labor market conditions ahead of elections. Financial analysts caution that reduced access to regular jobs data could hamper Fed policy decisions and amplify uncertainty, potentially heightening market volatility. Crypto traders, in particular, may face increased risks as diminished economic signals make it harder to gauge Fed rate paths and dollar strength. The Senate is expected to vote on the nomination later this month.
Bearish
Jobs ReportsFederal ReserveEconomic TransparencyMarket VolatilityCryptocurrency Trading Impact