1⃣ Bull mode! $ETH breaks $4,600 — now less than 5% from ATH. Crypto market cap hits record $4.1T as July CPI meets expectations, Sept rate cut odds rise, US stock indices make all-time highs.
2⃣ $SOL breakout — Touched $193. Ecosystem coins rally hard; could be a catch-up move or meme coin hype driving on-chain activity.
3⃣ ETH Foundation sells — Related wallet dumped 2,794.87 $ETH (~$12.78M) in past 2 hours.
4⃣ $PUMP action — Post-TGE, team sold 86K $SOL (~$16.28M). Last week, bought back $8.42M worth of $PUMP; market cap briefly topped $4B.
5⃣ $ENA > $0.80 — Up ~4x from lows. Ethena now 6th DeFi protocol with $10B+ TVL; ETH ecosystem strength a major driver.
6⃣ BitMine expansion — ETH reserve giant to issue up to $20B in new shares. Daily volume $9.273B, ranked 7th on US stock market.
7⃣ Crypto fuels Trump empire — His crypto investments have generated $2.4B, accounting for 43.5% of his lifetime political career wealth.
8⃣ Stablecoin wars — Circle’s ARC L1 (EVM, native $USDC gas) public testnet this fall. Also, Stripe & Paradigm launch Tempo chain for payments.
9⃣ $XMR drama — Monero drops on 51% attack rumors. Qubic briefly controlled 52.72% of hashrate; claims it was a tech demo, not a malicious attack.
🔟 Leverage watch — Top altcoin perp OI hits $47B ATH. Higher leverage = bigger bull market pullback risk.
🔟1⃣ AI market brief:
— $BTC range-bound at $117K–$119K; whales in heavy long/short battle; caution in flows.
— $ETH strong on whale leverage & ETF inflows.
— Altcoin performance split; funds favor ETH + select names; short-term catch-up rally possible.
— Macro (CPI) caused short-term volatility; sentiment cautious but leaning bullish.
