Weekly Market Report. July 4, 2025
Greetings, curious minds! Join us on a journey into the cutting-edge. This newsletter unveils the latest trends shaping our world.
Let’s explore together! 🌐🚀
🔥 Top Reads
Crypto billionaire bit off kidnapper’s finger during ambush: Report 😲
Crypto billionaire Tim Heath lost a tooth but took a finger in a 30-second struggle with kidnappers in Estonia last year, a court has heard.
John Smedley’s studio raises $30.5M for new shooter built on Etherlink 🤔
Bitcoin long-term holder supply has increased at a record rate over the past month, data from CryptoQuant reveals.
House GOP declares ‘Crypto Week’ for mid-July to consider the GENIUS stablecoin bill and Clarity crypto market structure legislation 🧐
The week of July 14 will be designated “Crypto Week,” a period for lawmakers to consider upcoming crypto-related legislation, according to a statement on Thursday. There had been rumblings that the House could take up their own version of a stablecoin bill, nicknamed the STABLE Act, but they seemingly now will focus on the Senate-passed version named GENIUS.
🚨 Important News This Week
AI
CEO‘s start saying the quiet part out loud: AI will wipe out jobs
OpenAI says Robinhood tokens are not equity in the company
The renaissancereturns with decentralized AI
Tech
TSMC to delay japan chip plant and prioritize U.S. to avoid trump tariffs
Nvidiaruffles tech giants with move into cloud computing
The Grammys Chief on how AI will change music
Business
Microsoft and Nvidia are the odd $4 trillion power couple
$250M Ondo Catalyst fund signals ‘arms race’ for RWA tokenization
Chinese firm completes first buy in effort to stockpile 10% of BNB
Crypto
Solana treasury firm extends stock rally after buying $2.7M of SOL
$20M crypto scam victim who sued Citibank says 2 more banks liable
Bitcoin mining stocks post double-digit gains in weekly rally
🚨 Notable Companies Secure Impressive Investments
YZi Labs invests in Digital Asset
Saylor’s Strategy acquired additional 4,980 BTC for $531M at an average price of $106,801
TOP raises $28.5M in a Series A at a $1B valuation
🔥 Top Blockchain & Crypto News of the Week
🚀 From market crashes to institutional power moves, here are the top headlines shaping the crypto world right now.
Bitcoin ETFs Continue Momentum with $2.22B in Inflows
Spot crypto ETFs are gaining serious traction.
Bitcoin ETFs brought in $2.22 billion in net inflows last week, while
Ethereum ETFs saw $283.4 million in fresh capital.As institutional interest grows, ETF performance continues to be a solid gauge of overall crypto market sentiment.
Read more here: https://t.me/constantinkogan/1430
From $500 to $10 Million — Casascius Bitcoin Bar Finally Redeemed
In a historic crypto moment, Bitcointalk user JohnGalt finally decrypted his 100 BTC Casascius bar bought for $500 in 2012 — and sold it for nearly $10 million on May 13, 2025.
He delayed for years due to the bar’s collector value and the pressure of managing a high-value asset. But BTC’s soaring price eventually led him to cash out.
Read more here: https://t.me/constantinkogan/1431
Stablecoin Indicators Suggest BTC Rally Isn’t Over
Could stablecoins be pointing to Bitcoin’s next move?
Alphractal CEO João Vedson breaks down on-chain indicators like the Stablecoin Supply Ratio (SSR) oscillator and the long-term vs. short-term stablecoin ratio — both flashing bullish signals.
The SSR oscillator, which compares BTC market cap to total stablecoin liquidity, currently shows no sell signal — suggesting continued room for upside.
In Vedson’s words: “The on-chain compass still points north.”
Read more here: https://t.me/constantinkogan/1432
Ethena + Bybit: USDe Turns Into Yield Weapon
The Ethena x Bybit strategy behind USDe is reshaping how traders earn:
25% APY potential via tokenized cash-and-carry trades
9% APY for using USDe as margin on Bybit (vs. 0% for USDC)
Yield sharing between Ethena and exchanges
Utility expansion over traditional stablecoinsBy turning yield into a product and baking it into exchange use cases, USDe isn’t just a stablecoin — it’s an ecosystem play.
🔗 Read more: https://t.me/constantinkogan/1433
Ripple Applies for Fed Master Account
Ripple is taking its U.S. ambitions to the next level.
In addition to seeking a banking license, Ripple has submitted an application to open a master account with the U.S. Federal Reserve — a rare privilege.
A master account offers access to:
- Interbank settlements
- Fed payment systems
- Exclusive central bank services
If approved, Ripple could become the first blockchain-native company with direct Federal Reserve access — blurring the lines between TradFi and DeFi.
🔗 Read more: https://t.me/constantinkogan/1435
☁️Interview with ICN’s Sebastian Pfeiffer
🤣 Meme of the Week
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Constantin Kogan
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