Crypto funds recorded a net $572 million inflow last week after the U.S. government moved to allow digital assets in 401(k) retirement plans. The shift reversed two weeks of outflows and followed an early-week $1 billion dip triggered by weak U.S. payroll data. U.S.-listed crypto funds led the surge with $608 million of net inflows, while European funds saw $54.3 million withdrawn. Seasonal summer trading pushed exchange-traded product volumes down by 23% month-on-month.
Ethereum ETPs topped asset flows with $268 million, lifting their year-to-date inflows to $8.2 billion and AUM to $32.6 billion. Bitcoin funds saw $260 million of inflows. Among altcoins, Solana added $21.8 million, XRP $18.4 million, and NEAR $10.1 million, despite minor outflows in SUI. Major providers such as iShares and Grayscale benefited, whereas Fidelity’s Wise Origin Bitcoin Fund experienced $55 million in outflows.
Analysts believe the 401(k) approval opens a new regulated channel for institutional demand. Increased access to digital assets through retirement accounts could boost short-term trading activity, enhance market stability over the long term, and support a bullish outlook for crypto funds and major tokens.
Sen. Elizabeth Warren has signaled plans to oppose the bipartisan CLARITY Act when the Senate reconvenes after Labor Day. Despite endorsing stronger crypto regulation, Warren warned against industry-drafted rules that could fuel corruption and allow elected officials to trade digital assets. The CLARITY Act, passed by the House in July, aims to define SEC and CFTC jurisdiction over tokens and create a formal market structure for digital assets. In early September, the Senate Banking Committee will vote on the bill, with potential amendments that may reshape oversight of major cryptocurrencies, stablecoins and CBDCs.
Alongside this debate, Congress approved the GENIUS Act to regulate stablecoins and restrict US CBDC development, while the White House task force proposed a clear taxonomy for tokens to harmonize SEC and CFTC roles and protect investors. Traders should monitor the Senate floor debate on the CLARITY Act, as changes to market structure rules could impact liquidity, compliance costs and price volatility across digital assets.
Syed Hussain, CEO of SHIZA, predicts a shift to an AI agent ownership economy, where individuals train and own AI agents instead of renting models from big tech. As AI systems automate white-collar roles—software development, content creation, data analysis, and strategic advice—the value moves from labor to intelligence ownership. Blockchain and crypto infrastructure enable private model training, decentralized compute, tokenization and wallet-based identity. Traders can deploy personal AI agents for tasks like research, transaction negotiation and financial trend analysis, earning continuous yield and freeing time for creative work. Wallets evolve to manage autonomous agents and tokens reward upkeep, building the foundation for decentralized AI marketplaces. While liability, authorship and taxation remain regulatory hurdles, this blockchain-based model positions crypto projects as essential backbone for the next economic era.
Bullish
AI agentsOwnership economyDecentralized AITokenizationBlockchain infrastructure
AguilaTrades, a whale trader, opened a massive ETH short position of 30,001 tokens worth $128 million on Hyperliquid, employing 15× leverage. The ETH short boosts profit potential but risks liquidation at $4,383.66. Such large ETH shorts often trigger increased selling pressure and can lead to forced liquidations, causing short-term volatility. Traders should monitor Hyperliquid’s order books and key liquidation thresholds to anticipate potential price swings, as previous high-leverage ETH shorts have amplified market moves and highlighted the sensitivity to whale activity and leverage trends.
Ethereum transaction volume has surged to nearly 1.9 million daily for the first time since January 2024. The surge follows a 50% gas limit increase on Ethereum’s Layer 1 network, boosting block capacity and cutting congestion. As a result, transaction fees for DeFi protocols and stablecoin transfers have fallen below $1, driving on-chain activity.
Ether’s price rally past $4,200 has further fueled speculative trading on platforms like Uniswap, increasing swaps and stablecoin transfers. Data from Etherscan and Messari show USDT and USDC transactions rank among the top gas consumers.
Improved network scalability and lower fees are attracting institutional inflows amid clearer regulations. Although institutional impacts on transaction volume remain modest short-term, long-term support from corporates should strengthen ecosystem stability.
Developers are advancing Layer 2 integrations and solutions like PeerDAS to further enhance throughput. Overall, the combined capacity upgrades, favorable fee environment, and growing demand point to a sustained bullish trend in Ethereum transaction volume and network health.
On-chain analytics from Glassnode show a shift in Bitcoin profit-taking: veteran holders (3–5 years) realized over $1 billion per day in July but sharply cut back in August. This contrasts with late-2023 profit-taking by 6–12-month holders, many of whom were early ETF buyers. CryptoQuant data also record rising retail futures orders and falling institutional whale trades. Network growth stays robust, with over 364,000 daily new addresses. Bitcoin trades near $120 K, up modestly amid cooling momentum: CryptoQuant’s Bull Score slid from 80 to 60, and stablecoin inflows are waning. Traders should monitor realized profit trends, on-chain metrics and capital flows for clues on support levels or renewed selling pressure.
About $653 million in crypto token unlocks will hit the market between August 11 and 18, introducing significant new supply. Major cliff unlocks include Fasttoken (FTN) at $91.6 million, Cheelee (CHEEL) at $88.9 million, Aptos (APT) at $53.7 million, Arbitrum (ARB) at $43.9 million, Avalanche (AVAX) at $40.2 million and Sei (SEI) at $18.1 million. On the linear unlock side, Solana (SOL) leads with 465,770 tokens per day (about $13.4 million).
Meme and governance tokens will also see releases: Trump token (TRUMP) $45.9 million, Worldcoin (WLD) $40.5 million, Bittensor (TAO) $19.9 million, Dogecoin (DOGE) $22.1 million and LayerZero’s LAYER $17.4 million. These crypto token unlocks could trigger short-term selling pressure and altcoin volatility, offering potential dip-buying entry points. Traders should monitor market supply and whale activity for strategic trading opportunities.
US GENIUS Act bans yield-bearing stablecoins and approves non-interest digital dollars. By blocking interest on stablecoin balances, the GENIUS Act will shift institutional capital into tokenized real-world assets. Experts predict trillions will flow into US Treasurys, money market funds, corporate bonds, equities and private equity via tokenization. Infrastructure providers like Uniform Labs are building the Multiliquid liquidity layer for real-time compliant conversion between stablecoins and tokenized assets. The GENIUS Act marks a turning point in digital finance, boosting stablecoin adoption and expanding access to fractionalized real-world assets for institutions.
Bullish
GENIUS ActStablecoin AdoptionAsset TokenizationReal-World AssetsInstitutional Capital
Senator Elizabeth Warren renewed calls for stricter crypto regulation after criticizing the GENIUS Stablecoin Act and the Digital Asset Market Clarity Act as industry giveaways that benefit President Trump’s family business tied to foreign-backed ventures. She argued current crypto regulation is too weak and shaped by industry lobbying, allowing corruption, illicit use by terrorists and drug traffickers, and potential market instability. Warren and fellow senators urged the OCC to investigate conflicts of interest in the Trump family’s cryptocurrency activities. As debate intensifies over clear rules and consumer protection versus innovation, traders should monitor potential regulatory tightening in the crypto market.
Bearish
Crypto RegulationTrump Family BusinessElizabeth WarrenGENIUS ActCLARITY Act
President Trump has extended the tariff deadline by 90 days, deferring planned hikes under the China tariff extension and sustaining US-China trade negotiations. The move eases global trade tensions and reduces market uncertainty, fostering investor confidence. For the crypto market, this China tariff extension signals a more stable macroeconomic environment and restores risk-on sentiment. Traders may see lower volatility in major digital assets in the short term. However, underlying disputes over intellectual property, technology transfers and enforcement remain unresolved. Progress on these structural issues over the next 90 days could further stabilize markets; a breakdown in talks could renew trade friction and trigger volatility. Crypto traders should monitor negotiations closely, capitalizing on improved sentiment while staying alert to potential reversals.
Paxos, the New York–based stablecoin issuer, has applied to the New York Department of Financial Services for a special-purpose trust bank charter to secure a US banking license. This move, following similar filings by Circle and Ripple, aims to obtain FDIC insurance and hold full-reserve deposits for tokens such as Binance USD (BUSD) and Pax Dollar (USDP). By becoming a regulated bank, Paxos seeks to enhance compliance with forthcoming US stablecoin regulations, improve reserve transparency and build institutional trust. The application underscores a broader trend of major stablecoin issuers pursuing regulatory approval, which may intensify competition in the stablecoin market. Traders should monitor developments, as a banking license could alter liquidity dynamics, market confidence and token valuations.
Bullish
PaxosStablecoinUS Bank LicenseFDIC InsuranceCrypto Regulation
MicroStrategy marked its five-year Bitcoin accumulation milestone by buying 155 BTC for $18 million, its smallest tranche since March. The latest Bitcoin purchase lifts total holdings to 628,946 BTC, valued at about $75.5 billion. Since August 2020, MicroStrategy Bitcoin accumulation has been largely financed via debt issuance and Series A Preferred Stock sales, netting over $13 million for this tranche. Year-to-date, Bitcoin’s price is up 27%, approaching $120,095, highlighting strong market momentum. The sustained corporate investment underlines growing institutional confidence in Bitcoin, may tighten supply, boost market sentiment, and reinforce MicroStrategy’s shares as a proxy for BTC exposure.
Paxos Trust Company has resubmitted its application for a national trust bank charter with the US Office of the Comptroller of the Currency (OCC). The bid seeks to upgrade its New York state trust charter to a federal national trust bank charter. Its previous 2021 conditional approval lapsed in 2023. This move aligns with similar efforts by Circle’s USDC issuer and Ripple’s XRP to secure federal oversight.
The national trust bank charter would allow Paxos to manage customer assets, accept deposits, offer loans and provide faster payments and custody services under stricter oversight. Paxos, issuer of PayPal USD (PYUSD) and Pax Dollar (USDP), recently settled anti–money laundering violations with New York’s financial regulator. It paid $26.5 million and committed $22 million to bolster compliance. This step underscores growing stablecoin regulation and the rise of regulated crypto banking services in the US.
Neutral
Paxosstablecoin regulationnational trust bank charterOCC approvalcrypto banking services
French public company Capital B has purchased an additional 126 BTC for €12.4 million via Euronext Growth Paris, raising its total Bitcoin holdings to 2,201 BTC. The acquisition moves Capital B closer to its goal of 3,000 BTC by FY2025 and its long-term target of 1% of the total Bitcoin supply by 2033. With an average buy price of $106,770 per BTC, Capital B’s treasury has delivered a 1,519.5% year-to-date yield in BTC per share. The firm ranks 24th among public companies for Bitcoin reserves, alongside HIVE Digital and behind leaders such as Microcloud Hologram. As Bitcoin’s price rose over the weekend, traders will watch upcoming US CPI, PPI data and the next Fed meeting for possible market catalysts. This latest purchase underscores growing institutional demand and could support further bullish momentum in the Bitcoin market.
Bullish
Capital BBitcoin AcquisitionBTC HoldingsInstitutional DemandMarket Outlook
Strategy, formerly MicroStrategy, has expanded its Bitcoin holdings to 628,946 BTC by purchasing an additional 155 BTC for $18 million. This acquisition increases its Bitcoin holdings and underscores the firm’s ongoing strategy to expand crypto assets. The buy was funded via its Strife (STRF) and Stretch (STRC) preferred stock programs under the “42/42” capital-raising plan. Since its first purchase in 2020, Strategy’s average cost per Bitcoin is $73,288, while the latest tranche averaged $116,401. The total Bitcoin investment now values about $76 billion, yielding roughly $30 billion in unrealized gains. In Q2, new accounting rules enabled a record $10 billion net profit, driven by $14 billion in unrealized gains. Strategy’s disciplined at-the-market stock and convertible debt model supports its Bitcoin treasury expansion. Controlling nearly 3% of Bitcoin’s 21 million supply, Strategy remains ahead in the corporate Bitcoin arms race. Traders may view this continued accumulation as a bullish signal for Bitcoin price support in both the short and long term.
Cryptosolo, founded in 2022, has unveiled its upgraded AI-driven, eco-friendly cloud mining platform on July 31, 2025. The service uses proprietary AI optimization to allocate hash power across 70 renewable-energy farms (wind, hydro, solar) for stable daily passive income in BTC, DOGE, LTC, and BCH. It offers flexible cloud mining contracts (1–6 days) with daily settlements and full principal refunds upon maturity, and customizable packages from $200 to $60,000. New users receive a $15 welcome bonus to start mining at no initial cost. Over 8 million users worldwide can monitor and manage earnings in real time via desktop or mobile, with secure, anytime withdrawals and no hardware or technical skills required.
Find Mining has launched an XRP cloud mining service that allows XRP holders to earn daily passive income by powering Bitcoin (BTC) and Ethereum (ETH) mining rigs. Users deposit a minimum of 35 XRP and choose from contract plans ranging from a $100 two-day trial to a $12,000 30-day premium hashrate package. The XRP cloud mining solution leverages fast settlement and low fees to automate profit settlement, support daily withdrawals, and secure assets via multi-tier hot and cold wallets. With direct XRP payments, traders bypass exchanges and technical setup, diversifying earnings beyond price fluctuations. Following Ripple’s legal victory over the SEC and improving crypto ETF prospects, Find Mining plans to add more assets and flexible income models to optimize returns. This passive income strategy offers traders a reliable hedge against market volatility.
Last week’s crypto fund inflows surged to $572 million after the US approved cryptocurrency investments in 401(k) retirement plans. Ethereum products attracted $268 million, pushing year-to-date inflows to $8.2 billion and lifting assets under management to $32.6 billion. Bitcoin funds drew $260 million, reversing two weeks of outflows and reducing short positions by $4 million.
Among altcoins, Solana saw $21.6 million of inflows, raising its 2023 total to $874 million, while XRP gained $18.4 million amid favorable SEC lawsuit developments and SBI’s proposed ETF inclusion. Near added $10.1 million, and other tokens also recorded gains. Regional data show the US led with $608 million net inflows, Canada added $16.5 million, and select European markets saw $54.3 million in outflows.
Total trading volumes in digital asset funds dipped 23% month-on-month, reflecting seasonal slowdown. However, strong crypto fund inflows into Ethereum, Bitcoin, Solana and XRP underline growing institutional acceptance and could fuel further market momentum.
Bullish
crypto fund inflows401(k) plansEthereumBitcoininstitutional adoption
El Salvador’s new Investment Banking Law authorizes PSAD-licensed crypto providers to operate as Bitcoin banks serving accredited investors. These Bitcoin banks must hold at least $50 million in capital, and clients need $250 000 in liquid assets. They can underwrite firms, issue bonds, offer loans and transact in local and foreign currencies, including digital assets. The law aims to attract institutional capital and reinforce El Salvador’s crypto finance hub status. Critics warn benefits may favor the state and large corporations. Traders should monitor the rollout of Bitcoin banking services and potential impacts on BTC demand.
Bitcoin price is trading around $118,000 after a 4.17% weekly gain. Technical analysis from KillaXBT shows the August monthly open at $115,752 has flipped into support, signaling bullish momentum. A key resistance zone at $120,000 aligns with last week’s open ($119,414) and major liquidation orders. A breakout above the descending trendline on lower timeframes could push Bitcoin price toward the $120K mark and potentially test the all-time high near $123,186. If Bitcoin price fails to breach $120K, a pullback to the $110,000–112,000 support range—featuring a fair value gap at $111,955—is likely. Traders should watch for a pattern of higher highs and higher lows intraday to confirm the uptrend. While an early-week dip could hunt liquidity from overleveraged longs, overall momentum remains bullish.
Bullish
BitcoinTechnical AnalysisLiquidityAll-Time HighSupport and Resistance
On August 11, 2025, Solana-based onchain capital markets platform DEFITUNA completed a rapid capital raise of 12,376.24 SOL (about $1.75M) in under three minutes. The early access round—capped at $10,000 per user—sold out in exactly three minutes, while the public allocation closed within seconds. Founder Moty Povolotski highlighted strong demand for real-time liquidity and advanced trading infrastructure. This milestone confirms Solana’s high throughput and low congestion, validating its readiness for internet-scale capital markets. DEFITUNA’s upcoming Fusion AMM will introduce onchain limit orders, tighter spreads, and more efficient execution. The success cements DEFITUNA’s position in the Solana ecosystem and underscores growing confidence in Solana’s next-generation DeFi solutions.
Bullish
DeFi InfrastructureOnchain Capital MarketsSolanaFusion AMMRapid Fundraising
White House crypto advisor Bo Hines has resigned after seven months leading the administration’s crypto policy. The White House crypto advisor position will likely be filled by his deputy, former Pentagon tech official Patrick Witt, as executive director of the White House Crypto Council. Hines championed pro-innovation crypto regulation, opposed CBDCs and proposed a strategic Bitcoin reserve funded by asset seizures and gold revaluation. He plans to support the crypto ecosystem from the private sector. His departure marks a leadership change that could shape U.S. crypto policy and impact Bitcoin and broader digital asset markets.
BitMine has boosted its ETH treasury to approximately 1.15 million ETH after adding 317,126 coins valued at $2 billion in one week. The ETH treasury now stands at near $5 billion, making BitMine the largest corporate holder and reinforcing its goal to control 5% of total ETH supply.
The firm’s focus on ethereum accumulation and token staking has driven its BMNR shares up 25% over the past week and a further 10% in pre-market trading. Daily trading volume averaged $2.2 billion, ranking BitMine among the top 25 U.S. stocks and underscoring strong institutional demand for its crypto treasury strategy.
This aggressive ETH treasury build and staking push has coincided with ether breaching $4,300 over the weekend. Traders should watch for continued scarcity-driven support that may boost both short-term rallies and long-term stability in the ethereum market.
On August 7, 2025, President Trump signed an executive order permitting US 401(k) plans to invest in cryptocurrency, private equity, and real estate. The order directs the DoL and SEC to revise ERISA guidance within 180 days, opening the $8.7 trillion 401(k) market to digital assets. Analysts estimate a 5% crypto allocation could inject $450 billion into Bitcoin and other coins. Major plan providers like Fidelity and Vanguard must now develop crypto products, a process likely to take years. This marks the first time crypto enters tax-advantaged pensions, signaling growing market maturity. For traders, this order unlocks vast institutional capital, boosting long-term demand for cryptocurrency and market liquidity. However, higher fees, litigation risks, and private asset illiquidity could dampen short-term returns. Overall, this move is likely bullish for crypto adoption but may introduce new operational challenges.
BNC, the treasury arm of CEA Industries, acquired 200,000 BNB (Binance Coin) tokens for $160 million on the open market. This purchase makes BNC the largest publicly disclosed corporate Binance Coin holder. The deal follows a $500 million private placement led by 10X Capital and YZi Labs, with up to $750 million in warrants that could raise its Binance Coin investment to $1.25 billion. The move drove Binance Coin to a record $861.20 and boosted its market cap above $119 billion. Higher spot and derivatives volumes suggest a strong market reaction. BNC plans to stake its Binance Coin holdings for yield, which may reduce circulating supply and support price stability. This corporate treasury diversification underscores growing institutional confidence in Binance Coin and may prompt further large-scale token accumulation.
The global crypto market cap topped $4.1 trillion for the second time in under a month, driven by strong Bitcoin and Ethereum performance. ETH rallied 46% over the past month to above $4,300—its highest since December 2021—on institutional ETP inflows and corporate treasury accumulation, lifting its market cap past $520 billion. BTC also gained about 3% to $121,000 after roughly $250 million in ETF inflows and growing institutional adoption. Mid- and small-cap tokens such as PUMP, LDO, ENA and HYPE outperformed with 5–18% gains, while major altcoins remained flat. Despite widespread rallies, Bitcoin dominance at 58.9% has stalled a full-scale altseason. Analysts note a shift from retail to institutional capital and traders are now watching dominance metrics and ETF flows to gauge whether the crypto market cap expansion will broaden into a sustained altcoin upswing.
Ethereum (ETH) extended its weekend rally by reclaiming the $4,200 zone and closing at $4,249—its strongest weekly finish since 2021. It has now broken through key resistance of $4,100–$4,400.
On-chain analysis shows the MVRV ratio climbing to 2.0, while MACD has turned positive, signaling bullish momentum. Sustained closes above $4,400 could trigger a short-term surge toward $4,500 and $4,800. If Ethereum fails to hold above $4,100, a retest of $3,800–$3,600 is possible. Traders should watch volume, MVRV thresholds (~2.4 and 3.2 for profit-taking) and other on-chain signals to time entries and exits.
BNC, a Nasdaq-listed firm, has purchased 200,000 BNB tokens worth $160 million, becoming the largest corporate holder of Binance Coin. The acquisition was funded through a $500 million private placement led by 10X Capital and YZi Labs. Under new CEO David Namdar and with Galaxy Digital’s co-founder joining the board, BNC plans to expand its BNB treasury to $1.25 billion via warrants.
BNB’s network shows strong fundamentals, with total value locked at $12.3 billion, 0.75-second transaction confirmations and $0.01 average fees. Over 30 public companies are exploring BNB corporate treasury strategies, potentially adding $1.2 billion in buying pressure.
BNB trades near $814, up 2% in 24 hours and close to its all-time high of $859. Technical indicators—including an RSI around 68, positive MACD and widening Bollinger Bands—signal bullish momentum. A break above $859 could send BNB toward $1,000–$1,200, with support near $750.
Subzero Labs’ Rialo has closed a $20 million seed round led by Pantera Capital, with participation from Mysten Labs, Coinbase Ventures, Hashed and others. Rialo is a next-generation real-world blockchain developer platform that natively embeds off-chain data and services into its protocol. Developers can call HTTPS APIs, credit scores and external data directly in smart contracts without third-party oracles. The platform supports RISC-V smart contracts and Solana VM compatibility, native timers, cross-chain operations and sub-second confirmations with stable, predictable fees. Users log in via email or social accounts, and built-in Web2 features include two-factor authentication and scheduled transactions. Led by CEO Ade Adepoju and CTO Lu Zhang, the team of former Meta, Apple, Google and Solana engineers aims to lower barriers for enterprise and consumer blockchain adoption by simplifying integration.