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.
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
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.
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.
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.
Institutional investor FG Nexus (formerly Fundamental Global) has filed a $5 billion shelf registration with the US SEC to acquire up to 10% of Ethereum’s circulating supply. The prospectus authorizes $4 billion in at-the-market common stock sales and $1 billion via preferred shares or debt, enabling phased ETH accumulation when market conditions are favorable. Following the announcement, ETH broke above $4,330—the highest level since late 2021—consolidating above the upper Bollinger Band and accompanied by a rising MACD histogram. Key support zones lie at $3,950 and $3,765, while futures funding rates have spiked (up 316% over three days), underscoring strong bullish sentiment. This institutional strategy is poised to boost demand and drive momentum toward a $4,600 breakout.
Bitcoin price has resumed bullish momentum, pressing the key 1.618 Fibonacci golden ratio near $122,000 after an Asia‐session peak of $122,227. A sustained break and hold above this level—based on the 2018 and 2022 bear-market lows—could open a path to $140,000, where Deribit call options show over $3 billion in open interest. Failure to defend $122K may trigger a pullback toward $112K. Traders now await U.S. July CPI data, with core inflation expected to rise 0.3% month-on-month. A hotter print could boost market volatility but is unlikely to derail a Federal Reserve rate cut in September. Continued dollar weakness may underpin crypto bullishness, says strategist Marc Chandler. Watch Bitcoin price action around $122K and any CPI surprises for short-term volatility and trend confirmation.
Tron (TRX) has broken above the key $0.30 resistance and climbed to $0.34 following a consolidation between $0.20 and $0.30. The Mayer Multiple of 1.28 signals a 28% premium over the 250-day moving average, while an RSI near 68 indicates strong buying pressure without entering overbought territory. Derivatives funding rates remain slightly positive at 0.01%, reflecting cautious optimism among futures traders. Social dominance has risen to 1.10%, showing increased market chatter around TRX. A long/short ratio of 0.90 with 52.5% of positions short hints at a potential short squeeze if the uptrend continues. Technical momentum and stable sentiment support a possible 32% rally toward $0.45. Traders should monitor resistance levels, RSI, funding rates and positioning metrics to gauge the sustainability of TRX’s breakout.
The Bitcoin four-year cycle, historically driven by halving events and marked by price peaks in 2013, 2017 and 2021, now faces new market forces. Heavy institutional inflows have pushed the top 100 BTC treasury holders to nearly one million coins, prompting investor Jason Williams and Bitwise CIO Matthew Hougan to argue that the halving-based cycle is ending. Community leader Harry Collins expects a peak in October 2025, while Bitcoin developer Pierre Rochard notes that 95% of BTC supply is already mined, reducing halving’s supply impact. Opponents, including Sygnum’s Martin Burgherr, maintain that the four-year cycle remains a useful reference amid shifting macro factors. Crypto analyst CRYPTO₿IRB and Xapo CEO Seamus Rocca add that ETF adoption and institutional entry may reinforce or coexist with the Bitcoin four-year cycle. Traders should monitor institutional inflows, ETF adoption, regulatory shifts and macroeconomic trends alongside traditional halving dynamics.
Ant Group has officially denied a stablecoin rumor that claimed it would co-develop a rare earth-backed RMB stablecoin with the People’s Bank of China and China Rare Earth Group. In an August 11 statement, the company emphasised it has no plans for a commodity-backed token and urged investors to verify sources to avoid crypto scams and misinformation. This clarification comes amid China’s broader push for its e-CNY digital yuan. Unlike state-backed CBDCs, a private rare earth-backed stablecoin would face strict regulatory barriers. Traders should note this denial may curb speculative volatility around rare earth RMB stablecoin rumors and reinforce the need for due diligence. Focus remains on the regulated digital yuan.
Neutral
Ant GroupStablecoin RumorRare Earth RMBDigital YuanCrypto Scams
MicroStrategy launched its Bitcoin strategy in August 2020 with a $250 million purchase of 21,454 BTC. Over five years, under CEO Michael Saylor, the company has invested $46 billion to amass 628,791 BTC, making it the largest corporate Bitcoin holder. Its stock (ticker MSTR) soared about 2,600%, rising from below $15 to over $395. The firm plans to keep buying Bitcoin to diversify its balance sheet. This Bitcoin strategy success has spurred other firms to increase digital asset allocations, reinforcing institutional demand. Traders should note that sustained corporate buying and broader adoption could support Bitcoin’s price in both the short and long term.
Bitcoin advocate Samson Mow forecasts that ETH investors may rotate profits back to Bitcoin once ETH hits key psychological levels. He argues many holders earned BTC during initial ICOs and will sell ETH at peaks, creating new bagholders before shifting gains to BTC. This view follows Ether’s recent five-week rally, which pushed ETH to $4,324 and doubled the ETH/BTC ratio from 0.018 to 0.036 since April. Mow doubts Ether will surpass its all-time high, citing sell pressure near peak levels. However, historical market cycles show altcoins can sustain momentum despite periodic Bitcoin rotations. Traders should watch the ETH/BTC ratio, ETH price surges, and altcoin momentum for signals of fund flows between Ethereum and Bitcoin. ETH investors should monitor profit-taking thresholds to anticipate rotations.
At the Baltic Honeybadger conference in Riga, analyst Willy Woo declared Bitcoin the “perfect asset” for the next 1,000 years, citing its fixed supply and trustless network. He noted Bitcoin’s market cap of $2.42 trillion is still under 11% of gold’s valuation and below the U.S. dollar money supply. Woo warned that opaque debt structures in corporate Bitcoin treasuries pose a treasury risk that could trigger a bubble collapse, and that altcoin treasuries may repeat these mistakes. He also highlighted custody risk from growing reliance on spot Bitcoin ETFs and custodial services like Coinbase Custody, which could expose coins to government intervention or a rug pull. Debifi CEO Max Kei predicted a trend toward self-custody spreading from institutions to businesses and individual investors. Blockstream CEO Adam Back noted that firms unable to beat Bitcoin’s expected returns should simply invest in Bitcoin, making corporate adoption the logical strategy. Traders should watch these treasury and custody risks as BTC gains momentum.
Ethiopia has suspended the issuance of new electricity permits for crypto mining as its hydropower-dependent grid reaches capacity amid a severe power shortage. To date, 25 Bitcoin mining operations hold active licenses, while about 20 more applications are pending. The pause aims to balance national energy demands by restraining rapid crypto mining expansion in regions with unstable electricity supplies. Existing miners may continue under current permits. Low power costs and ample water resources initially attracted firms. The government’s move highlights the critical role of reliable renewable energy in sustainable crypto mining and may drive companies to reassess local plans or seek alternative locations. Other African nations could follow suit by reviewing power infrastructure before hosting large-scale mining projects.
Amber Group executed a large UNI token withdrawal from Binance, moving 358,000 UNI (≈$3.81 M) at an average price of $10.64. This first major UNI withdrawal in over a year generated around $230,000 in unrealised gains as market prices rose. On-chain analysis by @ai_9684xtpa shows the tokens were sent to private wallets, including a new address (0xeB4…CD0E5), suggesting liquidity management, self-custody measures, or potential OTC deals. Traders should note this UNI token withdrawal reduces Binance liquidity and can influence market sentiment and price dynamics, while transparent on-chain data allows the community to track institutional asset flows.
On August 11, Nansen CEO Alex Svanevik executed a major LDO token transfer, moving 1 million LDO (approximately $1.46 million) from his on-chain holdings to Coinbase. Svanevik originally secured 5 million LDO in December 2020 as part of Lido Finance’s advisor allocation and now retains 1 million LDO. LDO, the native governance token of Lido Finance’s liquid staking protocol issuing stETH, often faces sell-off pressure when whales deposit tokens to exchanges. This LDO token transfer could signal portfolio rebalancing, enhanced custody needs or upcoming market activity. Traders should monitor on-chain flows, LDO order books and trading volumes for signs of increased supply or price shifts, as high-profile deposits can affect short-term liquidity and sentiment.
Ethereum is testing the key $4,400 resistance after a strong rally from $2,400. Long-term on-chain metrics show the all-exchange Exchange Supply Ratio (ESR) declining since 2022, accompanied by sustained exchange outflows and whale withdrawals, signaling accumulation. Conversely, Binance-specific ESR has risen since early 2025 and leveraged futures positions are climbing, raising short-term sell-side pressure. The daily RSI sits around 71, indicating overbought conditions. Fibonacci extensions highlight $4,302 as the next hurdle and $4,886 as the longer-term target. High-density liquidity clusters between $4,300 and $4,400 pose a risk zone. A decisive break above $4,400 could trigger short liquidations and propel Ethereum toward $4,800. Failure to clear this level may lead to profit-taking and a pullback to $4,000 support. Traders should monitor on-chain divergences, leverage levels, RSI readings, and netflows for clearer breakout or breakdown signals.
XRP is consolidating near $3.20 with key resistance at $3.35–$3.40 and support at the 20-day EMA ($3.05) and 50-day EMA ($2.79). A sustained breakout above $3.40–$3.60 could push XRP toward $4.00 and ultimately $5.00. Shiba Inu (SHIB) shows a developing head-and-shoulders pattern on the daily chart, with the neckline at $0.00001200–$0.00001220. A daily close below this zone may drag SHIB down to $0.00001000, while a rebound above the 200-day EMA ($0.00001428) would invalidate the bearish setup. Bitcoin (BTC) remains capped around $120,000 after failing to clear $118,130. Immediate support lies at the 20-day EMA (~$115,964) and 50-day EMA (~$113,934). Its RSI near 57 indicates neutral momentum, suggesting potential sideways trading unless BTC can break $120,000 soon. Traders should watch these resistance levels, support levels and EMA crossovers for breakout or breakdown signals to gauge short-term volatility and broader market sentiment.
Ethereum price reached a 2021 high at $4,300, climbing 213% from April lows. The surge was driven by record institutional demand, including $4.17B flowing into U.S.-listed spot ETFs in recent weeks and over $6.7B of ETF inflows year-to-date. Corporate treasuries and whales added more than 3 million ETH (~$12B). Staking activity and governance metrics posted new highs, and Vitalik Buterin’s holdings now exceed $1B. Favorable regulatory outlooks and ETF approvals further bolstered Ethereum price momentum. Traders should monitor ETF inflows, on-chain activity, and network health for short-term signals and consider overleveraging and governance risks. Long-term growth hinges on sustained institutional demand and regulatory clarity.
Ruvi AI presale completed Phase 2 with sales of 220 million tokens and $2.8 million raised. Its CoinMarketCap listing boosted market visibility and investor confidence. Analysts project up to 13 200% ROI against ADA. The AI super app offers trend analysis, automated scriptwriting and visual video tools for the $100 billion content creation market. Token price moves from $0.015 in Phase 2 to $0.020 in Phase 3 and $0.070 post-presale. The WEEX exchange partnership ensures global liquidity and easy trading. Tiered VIP rewards can increase stakes by over 13 000%. Cyberscope-audited smart contracts secure the platform. With strong fundamentals and strategic listings, Ruvi AI is a top gainer candidate for 2025.
Bullish
Ruvi AIPresale Phase 2CoinMarketCap ListingAI Super AppHigh ROI
XRP whales have moved a total of 1.7 billion tokens off exchanges, buying at price levels between $2.81 and $3.13. Within 24 hours, 839 million XRP changed hands, reflecting significant whale accumulation. Concurrently, institutional trading in XRP surged to $12.4 billion, including recent inflows of $145 million. Such whale activity often signals upcoming market stabilization and can affect liquidity for XRP and Ethereum. The accumulation is driven by growing investor confidence amid ETF speculation and increasing regulatory clarity. Traders watching these movements may see stronger price support in the short term, while sustained institutional demand and clearer regulations could underpin XRP’s long-term growth.
Two affordable coins, LILPEPE and Stellar’s XLM, show stronger growth potential than Dogecoin (DOGE) in 2025. LILPEPE is a Layer-2 memecoin built on Ethereum, priced at $0.0019 in presale with $17 million raised. Its low market cap could fuel a 12,000% surge, offering a clear use case, DeFi integration, and Certik audit. Stellar (XLM) trades at $0.45 and empowers fast, low-cost cross-border payments through partnerships with IBM and the World Bank. Both tokens have real utility and community backing, giving these affordable coins more room to grow. Traders seeking high returns should watch LILPEPE’s presale momentum and XLM’s adoption in global finance as potential drivers toward the $1 milestone before DOGE.
Lazarus Group, North Korea’s state-backed hacking unit, has been linked by Britain’s Treasury OFSI to a $22.8 million crypto heist on Lykke, a UK-registered trading platform. The breach stole Bitcoin and Ethereum funds, forcing Lykke to suspend trading, enter liquidation, and face investor lawsuits over £5.7 million in losses.
Founded in Switzerland’s crypto valley by Richard Olsen, Lykke offered zero-fee trading before the attack. The OFSI report and Israel’s Whitestream research accuse Lazarus Group of laundering stolen assets through obfuscation services. Some experts dispute the attribution, citing insufficient on-chain evidence.
Over 70 customers filed a winding-up petition, while Lykke’s parent company in Switzerland entered liquidation and its founder was declared bankrupt. The UK’s Financial Conduct Authority had warned in 2023 that Lykke was unregulated in the UK. This incident extends a global pattern of Lazarus Group crypto raids and underscores exchange security risks and regulatory scrutiny.
Cold Wallet has raised $6.2 million in its stage 17 presale by maintaining clear tokenomics. The project caps its 10 billion CWT supply. Forty percent is allocated to the presale, while a separate 25 percent rewards pool covers referrals, cashback, and loyalty incentives. This structure protects early investors from hidden dilution and boosts long-term confidence.
Cardano (ADA) recently crossed $0.90, driven by whale activity: large transactions jumped from 86 to over 1,000 in one week. Open interest in ADA derivatives climbed 25 percent to $1.88 billion, supporting a push toward the $1 liquidity zone.
Ethereum (ETH) shows a shift to self-custody and staking. Coinglass data reports a 10.6 percent drop in leveraged contract holdings (from 15.32 m ETH to 13.69 m ETH), and exchange reserves fell nearly 10 percent. Over 35 million ETH (28 percent of supply) is now staked. Reduced circulating supply and leverage point to healthier tokenomics and long-term value.
Traders focused on tokenomics, supply management, and whale metrics may find bullish setups across these markets.
Egrag Crypto forecasts that XRP will record its strongest four-month candle close in 14 days, signaling a major macro shift. The $2 threshold has acted as long-term structural support since late 2024, with monthly closes consistently above this level. Currently trading at $3.11, XRP’s market cap stands near $185 billion and daily volumes are in the multi-billion range. Resistance around $3.27–$3.30 is a critical pivot for traders. Sustained body closes above $2 and the $3 range would confirm the bullish structure formed in recent months. Holding above $2 into the month-end close and breaking the $3.2–$3.3 zone could usher in a new bullish phase, while a drop below $2 would force buyers to rebuild momentum.
Bitcoin price stability at $118,000 persists despite escalating geopolitical tensions between major powers. This Bitcoin price stability is underpinned by substantial institutional investment, with firms like MicroStrategy and hedge funds driving strong inflows. Market fundamentals remain solid, preventing sharp corrections across crypto assets.
Trading volumes for altcoins have shown only minor fluctuations, indicating robust investor confidence and controlled market dynamics. Analysts highlight that continued institutional support and clear regulatory developments will be key to maintaining this stability. Short-term traders can expect consolidation around current levels, while long-term investors may benefit from gradual appreciation if macro risks subside and inflows continue.
Key takeaways:
- Institutional investment: Major funds boost liquidity and trust.
- Geopolitical impact: Limited volatility despite global tensions.
- Market outlook: Neutral consolidation with bullish potential on sustained inflows.