Bitcoin almost broke its all-time high this week
10th July 2025 • 10 mins read
This Week’s Recap
- House GOP Declares “Crypto Week” for Mid-July (The Block): The Republican majority in the U.S. House has designated July 14–18 as “Crypto Week,” during which the Financial Services and Agriculture committees will consider three landmark bills: the GENIUS Act (stablecoin oversight), the CLARITY Act (defining SEC vs. CFTC roles), and the Anti-CBDC Surveillance State Act. This initiative underscores lawmakers’ intent to foster blockchain innovation while balancing consumer protections.
- U.S. Digital Assets Tax Policy Hearing Scheduled During “Crypto Week” (CoinDesk): Treasury and IRS officials will testify before the House Ways and Means Committee on July 16, outlining proposed reporting requirements for exchanges and brokers, clarifying the tax treatment of DeFi transactions, and discussing anti-evasion measures. Lawmakers aim to establish uniform, transparent tax guidelines that simplify compliance for crypto participants.
- SEC Extends Review of BlackRock’s Ethereum ETF Proposal (AInvest): The Securities and Exchange Commission has granted itself an additional 45 days to review BlackRock’s spot Ethereum ETF filing, enabling deeper scrutiny of custody arrangements, market-surveillance mechanisms, and investor-protection protocols before making a final decision.
- Ripple Applies for U.S. Banking License (Reuters): Ripple Labs has filed for a national bank charter with the Office of the Comptroller of the Currency, aiming to offer deposit accounts, lending services, and direct fiat-crypto rails under federal supervision—marking a major step toward integrating blockchain firms into the traditional banking system. (reuters.com)
- Bitcoin Tops $111K, on Brink of Breaking Record High; Ether’s 6% Jump Leads Major Cryptos: Bitcoin surged to $111,400 on July 9, closing within striking distance of its May record of $112,000 amid a broad crypto rally. Short‐squeeze liquidations exceeded $425 million, signaling a strong bullish conviction.
- Ether Jumps 6% to $2,760 on Renewed Institutional & Retail Demand: Ethereum led the charge with a 6% gain to $2,760—its highest level in nearly a month—as inflows into ETH funds accelerated and on‐chain metrics (active addresses, gas usage) picked up sharply.
- Bitcoin Gets “Highly Favorable” Cues as DXY Sets 21-Year Weakness Record: Bitcoin’s inverse correlation to the U.S. dollar strengthened as the Dollar Index fell to a 21-year low. Analysts note that a softer dollar historically coincides with crypto uptrends, bolstering BTC’s next‐leg upside thesis.
- Bitcoin Slips as U.S.-China Tariff Tensions Mount, Testing Market Resilience: On July 8, BTC dipped 0.7% to $108,292 amid investor jitters over looming U.S. tariff threats on major trading partners. While the pullback reflects short-term caution, many view it as healthy consolidation ahead of further gains.
- Net Inflows into Bitcoin ETFs Reach $14.4 Billion Year-to-Date, Analysts Bullish: Through July 3, spot BTC ETFs have amassed $14.4 billion in net YTD inflows, while over 135 public companies now hold Bitcoin as a reserve asset. Analysts project continued ETF-driven demand and broader corporate adoption in H2 2025, buoyed by regulatory clarity and macro hedging strategies.
- Bitcoin ETF AUM Nears $150 Billion After Latest Inflows: Spot Bitcoin ETFs now manage just under $150 billion in assets, reflecting sustained institutional interest despite broader market volatility.
- Ethereum Fund Inflows Hit $1 Billion, Outpacing Bitcoin in Institutional Demand: Digital asset investment products saw $1.04 billion in inflows last week, extending an 11-week positive streak. Ethereum-led funds attracted $226 million—twice the relative pace of Bitcoin—underscoring growing confidence in ETH’s utility for tokenizing assets.
- MicroStrategy Pauses Bitcoin Purchases for First Time in Three Months: For the week of June 30–July 6, MicroStrategy—now trading as Strategy—did not acquire any BTC, ending a three-month buying streak. The company still holds 597,325 BTC (worth $64.7 billion), purchased at an average of $70,982 each, but paused amid a broader reassessment of corporate treasury allocations.
- GameSquare Launches $100 M ETH Treasury Strategy Targeting 8–14% Yields : Nasdaq-listed GameSquare announced a $100 million Ethereum-based treasury allocation designed to generate 8–14% on-chain yields, backed by an $8 million public offering.
- Design App Figma Discloses $70 M Bitcoin ETF Holdings Ahead of IPO: Figma’s S-1 filing reveals $69.5 million in Bitcoin ETFs on its balance sheet and board approval to convert an additional $30 million in USDC into BTC ahead of its IPO.
- Metaplanet Buys 1,234 BTC for $133 M, Surpasses Tesla’s Holdings: Japanese tech conglomerate Metaplanet added 1,234 BTC (approx. $133 million) to its treasury, pushing its total to 12,345 BTC and overtaking Tesla as the fifth-largest corporate holder.
- KraneShares Files for “Coinbase 50 Index ETF” to Track Top 50 Digital Assets: KraneShares submitted an SEC application for the “Coinbase 50 Index ETF,” which will track the market cap of the 50 largest cryptocurrencies, offering diversified exposure to digital assets.
- UK’s Smarter Web Acquires $24 M in Bitcoin, Holdings Reach 1,000 BTC: Cambridge-based Smarter Web purchased 226 BTC (≈$24 million) last week, lifting its total crypto reserve to 1,000 BTC as part of an aggressive treasury strategy.
- MetaMask Security Report: June 2025: The June 2025 security report details MetaMask’s integration of Web3Auth for streamlined account recovery, the deployment of LavaMoat for enhanced extension isolation, and updated threat-actor mitigation metrics—underscoring ConsenSys’s commitment to bolstering wallet security and hardening the software supply chain.
- Arbitrum’s Robinhood Integration Boosts L2 Adoption: Robinhood’s decision to settle tokenized U.S. stock trades on Arbitrum propelled ARB’s price up 18% and spurred a 12% increase in new wallet creations, highlighting how mainstream partnerships can accelerate Layer-2 network growth and on-chain activity.
Bitcoin Market Analysis
Over the past seven days, Bitcoin traded within a tight range, around at $108,800 on July 3 and dipping to a weekly low of $107,470 on July 4. Between July 5 and July 8, prices oscillated between roughly $107,200 and $109,200 – finding support just above $107,700. A renewed burst of buying on July 10 pushed Bitcoin above $110,000, and current sitting at $111,007 on July 9, approaching to break new all-time highs.
Source: https://altfins.com/technical-analysis
Momentum indicators remained neutral to mildly bullish throughout this consolidation. The 14-day RSI hovered between 60 and 65, indicating neither overbought nor oversold conditions, while the MACD histogram stayed in positive territory without sharp acceleration. Trading volume accelerated after the early-week consolidation, suggesting market participants are awaiting a fresh catalyst to push it above $112,000.
Key levels to watch include $108,000 on the downside; if that support breaks, a deeper pullback toward the 200-day simple moving average near $96,600 or the $100,000 round-number floor could follow. On the upside, $112,000 remains the immediate resistance and all-time high; a sustained daily close above that on rising volume would signal a bullish breakout targeting $120,000. Until one of these boundaries gives way, range-bound trading between $108,000 and $112,000 is likely to persist.
On the surged to $111,400, just below its May high of $112,000, while over $425 million in leveraged short positions were liquidated across derivatives markets. During that same move, a flash short squeeze on Binance Futures triggered more than $7.8 million in liquidations in under 60 seconds, unleashing a wave of buy orders and sharply lifting the price.
Source: https://www.coinglass.com/LiquidationData
Year-to-date through early July, spot Bitcoin ETFs have drawn in $14.4 billion of fresh capital, underscoring the growing preference among institutional and retail investors for regulated, exchange-listed vehicles. In just the first three weeks of 2025 (Jan 13–Feb 5), these funds amassed $4.4 billion, more than doubling the $1.6 billion raised over the same period in 2024, and on July 7 alone they took in $216.6 million in net inflows. Leading the charge, Fidelity’s Wise Origin Bitcoin Trust added $183 million in one session, lifting its assets under management to roughly $20.8 billion, while BlackRock’s iShares Bitcoin Trust remains the biggest single line item in the space.
Source: https://cryptoquant.com/
Meanwhile, over 135 publicly traded companies now report holding Bitcoin on their balance sheets, a group that collectively controls nearly 730,000 BTC, or about $87 billion at current prices. The roster spans long-time believers like Strategy Inc. (formerly MicroStrategy), which pioneered the treasury reserve model, as well as newer entrants such as Twenty One Capital, Metaplanet, and major corporates like Tesla and Block. Together, these corporate treasuries represent roughly 3.7 percent of Bitcoin’s total supply, illustrating how strategic allocations by public firms have become a material driver of demand.
Ethereum Market Analysis
Over the past seven days, Ethereum was around at $2,620 on July 3 but dipped to about $2,490 on July 5. From July 6 to July 8, it bounced between roughly $2,500 and $2,650, with the 200-day simple moving average at around $2,484 capping gains. On July 10, ETH pushed above that average, briefly touching $2,780, is currently sitting at $2,776.
Momentum indicators stayed neutral to slightly bullish. The 14-day RSI hovered in the mid-50s, meaning it wasn’t overbought or oversold, while the MACD histogram turned positive after a modest bullish crossover. Trading volume held steady within the week’s range, suggesting traders are waiting for a clear catalyst.
Watch support at $2,400 and deeper backing near $2,100, with immediate resistance at $2,760 and a longer-term target of $3,000. Breaking above the 200-day SMA at $2,516 looks like a textbook resistance breakout, buyers have absorbed supply and opened the door to a possible continuation of the uptrend.
Corporate treasury plays stole the show as BitMine Immersion Technologies raised $250 million to build an ETH reserve, sending its shares up roughly 3,000 percent over five trading days before profit-taking kicked in. Soon after, Blockchain Technology Consensus Solutions announced a $100 million plan via equity, convertible debt, and borrowing on the Aave protocol to buy more ETH, sparking a 100 percent-plus jump in its stock and underlining the trend of public companies treating Ethereum as a strategic asset.
Regulated ETF inflows also underpinned Ethereum’s appeal. Over the week, ETH gained about 8.4% thanks to rising institutional demand in both Bitcoin and Ethereum-focused funds, helping it test the $2,700 resistance zone, which shows how ETF products are cementing Ethereum’s role in mainstream portfolios.
In a surprising turn, Trump Media & Technology Group filed an S-1 with the SEC for a “Crypto Blue Chip ETF” that would track Bitcoin, Ethereum, Solana, and other major tokens. This pivot from past skepticism has sparked debate about conflicts of interest and regulatory fairness, and it could drive fresh retail and institutional capital into ETH, fast-tracking its shift from a niche protocol to a mainstream investment.
Mark Your Calendars
Economic Data Releases:
- July 15, 2025 (Tuesday): Consumer price index
- July 15, 2025 (Tuesday): Core CPI
- July 16, 2025 (Wednesday): Producer price index
- July 16, 2025 (Wednesday): Core PPI
Token Unlock
- July 12, 2025: APT (APT) unlocks $52.03 m (1.75 % of market cap)
- July 14, 2025: STRK (STRK) unlocks $15.57 m (3.53 % of market cap)
- July 15, 2025: SEI (SEI) unlocks $14.76 m (1.00 % of market cap)
- July 15, 2025: EIGEN (EIGEN) unlocks $1.62 m (0.41 % of market cap)
- July 16, 2025: ARB (ARB) unlocks $33.25 m (1.87 % of market cap)