🐋 $ETH whales are dumping the asset.
We have the same situation as with $BTC - whales are dumping the coin en masse, but institutional investors are buying all the supply. Ethereum ETFs have recorded an inflow of funds for 20 days in a row, which is a record. During this time, investors have invested $5.4 billion in the funds. BlackRock's ETHA alone attracted over $4 billion in July. At the same time, private whales are selling off assets and exiting the market.

$BTC whales are actively selling coins.
According to analytical data, we see that over the past year, large whales have already sold 502,000 coins and continue to do so. Institutional investors (companies, holdings, funds, etc.) are buying all this volume.
We are in the process of redistributing the volume in favor of new whales and we will know whether it is good or bad only in a couple of years, when a new bear market cycle starts.
Now BTC has fallen a bit, but the general global trend is still in place and there are no preconditions for the beginning of a bearish trend.

🔓$2.5 billion tokens will be unlocked in August.
Top 10 unlocked tokens from CryptoRank:
$SUI $210.41M
$ENA $55.32M
$APT $49.75M
$ZRO $43.81M
$ARB $37.67M
$PUMP $28.33M
$KAITO $19.95M
$JTO $19.61M
$STRK $15.37M
$IMX $13.06M

🐋 The old $BTC whales are awake again.
Five Satoshi-era wallets woke up and became active today. Five wallets that mined 50 BTC each 15.3 years ago have transferred a total of 250 BTC ($29.6 million).
Full list of wallets to track them down:
1NuqAKeX6JzW372QfEe7eFkewFx21fnqd3
12EWRT19v2eAvWjGDWjodCe7NP1CzmFphT
1497JAU931jEi2NaQZ7dbtrjGgKBGhkiUV
1A1z7aMZb3sC8RSwMYjnvPA5417Vj8wmwk
13giEgKhu5K69vHKgehdmNuRMnmuw3oEyn

💸 How many ETH coins have been lost?
Part of $BTC and $ETH issue is irretrievably lost and should not be taken into account when analyzing. Let's analyze how many ETH coins are definitely lost irretrievably.
As of now, 913,000 coins have been confirmed lost, totaling over $3 billion.
- 513.7K ETH lost due to a Parity multisig error;
- 250K ETH - Rain Lohmus lost a private key after purchasing ETH at an ICO;
- 85.4K ETH - bug contract errors;
- 26.8K ETH were sent to 0xdead / burn addresses;
- 36.4K ETH sent with typos to non-existent addresses.
Here we do not take into account potential loss

🐋 Major players started to gradually switch from $BTC to $ETH
The market is redistributing capital, the number of addresses holding at least 1,000 bitcoins decreased by 1.61%, or 34 addresses. And at the same time, the number of addresses holding at least 10 thousand ETH increased by 8%, or 90 addresses. This trend indicates a growing interest in ether from whales, who are gradually increasing their holdings, seeing the potential in the development of the Ethereum network.
Recently, the Top 10 new ETH whales have emerged. Cumulatively, the 10 wallets have accumulated 648,000 coins worth $2.2

🐋 Rating of the largest companies of organizations by the number of accumulated $ETH
The top 2 companies have assets worth billions of dollars, while the rest are limited to millions of dollars. At the moment, the companies have already bought 2.26% (2.73M) of the total ETH issue and this figure will gradually grow, as they will not stop at this amount. The inflow from corporations is comparable to the inflow of funds into spot Ethereum ETFs, which are also showing record demand. Meanwhile, we continue to have ETH purchases, with Bitcoin Shop planning to raise $2B to buy ETH tokens. BTCS Inc

📈 $BNB continues to show excellent results
This time the asset boasts to have overtaken SoftBank and Strategy in terms of capitalization, also not forgetting the ATH update on the coin. Institutional demand has grown strongly in recent times with Nano Labs - acquired 128,000 BNB, increasing reserves to $108 million at an asset price of $850. Windtree Therapeutics - signed a $60 million agreement to build reserves in the token, Liminatus - plans to invest up to $500 million in BNB.
The project is actively developing and is in good demand, but for investment is certainly not the best option, on

📈 Bitmain gave an impressive outlook on $ETH
The company believes that the asset could grow to $706,000 if it becomes a global reserve asset and a global RWA platform
World Liberty Financial (WLFI) has purchased another batch of ETH. The ETH buying spree continues, with WLFI purchasing an additional 256.75 coins at a price of $3,895. World Liberty Financial's total stock of ETH currently stands at 77,226 coins. SharpLink is also rapidly building up its Ethereum reserves, which currently stands at 438,190 ETH.
There is a lot of buzz around the asset right now, many people are paying attention

Top 10 Solana ecosystem projects by developer activity over the last 30 days from Santiment:
$SOL 🥇
$W 🥈
$DRIFT 🥉
$PYTH
$HNT
$NEON
$SWARMS
$JTO
$MPLX
$JUP

💰 A bit about public companies that own $BTC
Currently, the top 100 public companies own about 922,226 BTC. They continue to gradually accumulate coins, in the last week out of 100 companies, about 19 have added to their reserves.
Japan's Metaplanet is one such company that bought an additional 780 bitcoins for $92.5M. The company now owns 17,132 BTC, in which it invested $1.73B.
So far, this trend is holding pretty steady, even though the price of BTC is extremely high, companies are still showing confidence in its future potential.

What $BTC price to expect by the end of August according to the AI
Chat GPT is generally bullish, and when asked to predict the bitcoin price for August, it gives the following options:
♦️ Bullish: $130k - $140k
♦️ Moderate: $110k - $125
♦️ Bearish: $80k - $110k
🖥 Fundamentals:
💠 Capital inflows via Bitcoin-ETFs
💠 Regulatory shifts: discussion of Clarity Act, GENIUS Act and their impact on legalization of BTC as a commodity asset in the US.
🕯 Technical patterns:
🔹 Chart indicates continuation of medium-term up-trend after consolidation at $110 k - $115 k.
🔹 Break of $125 k opens the way

$ETH buying continues, $BTC is sideways, and altcoins are coming back to life a bit at a time.
Sharplink Gaming bought another 77,206 ETH ($300M) over the weekend! And as a result her current balance is 438,017 ETH.
Last week, spot Ethereum ETFs saw net inflows of $1.85B. BTC ETFs also saw inflows during the same period, but the result was much smaller, only $72M.
ETH is now showing a much stronger market position and the demand for it is no less than for BTC. The classic strategy of working with BTC cycles stopped working because the whales used to fix profits by selling bitcoin to retail in

🐋 Whales are actively buying $BNB
The recent rally in the asset is due to demand on the spot market and growing interest of institutional investors.BNB has outperformed traditional market indices and other major cryptocurrencies in terms of risk-return ratio. The potential demand for BNB from large investors is over $1.2 billion.Public companies hold $3.7 billion worth of $ETH, which is only 0.83% of its total capitalization. BNB's $1.2 billion reserve means that public companies claim 1% of its supply.
Amid all this activity, the coin has updated its ATH and is currently trying to hold above

🏦 Another company has decided to start accumulating $BTC
Quantum Solutions - specializing in artificial intelligence - intends to purchase $350M worth of bitcoins. Quantum Solutions is positioning itself as one of the first Japanese companies to realize an ambitious plan to buy 3,000 bitcoins over the next year. This investment will be the largest corporate BTC holding in the country at the moment.
As you can see, the trend of companies hoarding bitcoins continues, which plays to our advantage as it brings liquidity to the market. So far, globally, the uptrend on the market is preserved and t

Lido's share in Ethereum steaking has fallen to 25%
Previously dominating the Ethereum stacking market, the Lido Finance platform with the token $LDO has reduced its share in the segment to 25%, which is the lowest since March 2022. Back in February, the value was 32%, while in March it was already 29.6%. Cumulatively, Lido's share has fallen by 5% in the last six months.
On July 6, total staking deposits reached a record ~36.5 million ETH, before dropping to 36.1 million $ETH. Lido was the leader in terms of net outflows over the last month.

📈 The number of corporate holders continues to grow
This trend started in 2023, and as a result, there are already 35 companies that hold more than 1,000 $BTC on their balance sheet. The number of small investors is even higher. The situation on the market is developing well, companies continue to buy coins, ETFs are recording inflows, the market is growing little by little.
For example, on July 25, U.S. spot $ETH ETFs attracted $453 million, thus recording the 16th consecutive trading session with a positive result.

🐋 Whales are buying $LINK
Whales have accumulated >1.60 million LINK over the past two weeks. The asset is currently on the hype and is seeing large volumes, especially on OTC platforms. The asset, like $ENA, is currently very pleasant to buy in any perspective and at least 2x can still be picked up.
If we look at the $ETH/$BTC fractal from 2015-2018, we still have a huge growth margin. There are not many interesting coins to buy on the market, and LINK is one of them. The project is actively developing and has a great future for the next cycles, so it is suitable for both short-term and lo

Ethereum ICO participant wakes up after 10 years of inactivity
After 10 years, an ICO participant has become active, owning 37 $ETH, which was worth $11 to him, and is currently valued at $140,000. This case reminds us of the importance of long-term investments.
Meanwhile, SharpLink Gaming has decided to buy ETH for $145,000,000, the trend of purchases from large companies continues, which is positive for the market.
After a recent local drawdown, the market has gradually begun to recover and it is likely that we will see further growth of ETH above $4K

🐋 Whales buy $ENA
Today, Arthur Hayes bought 2.16 million ENA for $1.03 million today and currently owns 7.76 million ENA ~ $4.2 million. The asset is subject to strong accumulations by large whales and is already starting to realize an upward movement.
I believe that we have the potential of at least two x and the asset will most likely even be able to renew its ATH. One of the few assets that can be considered for purchase at current values.