Crypto Newsletter

Bitcoin breaks through technical resistance and approaches $80,000, driven by massive institutional ETF inflows ($1.9 billion in one week). Demand is supported by positive regulatory signals (Trump CLARITY Act) and long-term holder accumulation.

Selective altseason in full swing with rotation into RWA infrastructure (ONDO, LINK, INJ) and AI/DePIN projects, while Ethereum targets $2,250–$2,800. Layer-2 ecosystems (Arbitrum, Base, Optimism) concentrate liquidity and displace fragmented small projects.

MiCA fully entered into force on July 1, 2026; 90% of 2,700 crypto firms lost license. EU is already revising (MiCA 2.0 consultation with 86 questions) to regulate non-EU issuers like Tether – tensions with US GENIUS Act emerge.

BlackRock ETF (IBIT) records record inflows ($604 million in 4 days), 82% of all crypto ETF funds flow there. Pension funds and sovereign wealth funds use regulated spot ETFs as entry point – Bitcoin scarcity intensifies through institutional holdings.

Technical analysts see Ethereum with strong chart setup: base-case EOY 2026 $2,800–$4,000, bull-case $5,000–$7,500+. Layer-2 scaling, EIP-4844, and DeFi innovation are catalysts for Ethereum dominance.

Over 100 crypto projects (L2s, wallets, DeFi protocols) fold or go dark; altcoin prices fall 70–90%, VC rescue funds dry up. $1.1 billion in exploits in H1 2026 – mass extinction of low-quality assets with concentration on top-tier Layer-2 and RWA.