On-chain Insights by IT Tech - Week 27 Bitcoin Analysis & Highlights #134

Institutional Calm, Retail Silence: Supply Squeeze Meets Whale Moves.

Jul 06, 2025

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2. Top 10 Crypto & Macroeconomic News.

📌 Key Points

Ripple applies for a U.S. banking license – XRP sentiment spikes.
Bitcoin briefly touches $110K but consolidates near $108K.
Ethereum gains momentum through tokenization and institutional flows.
$100M+ in token unlocks raise short-term volatility concerns.
Singapore fines banks $21.5M in $2.2B laundering case – regulatory pressure intensifies.
Robinhood’s tokenized ETF strategy pushes stock over $100.
Nvidia approaches $4T market cap – AI dominance continues.
Trump’s new fiscal bill passes Senate – bullish for BTC.
U.S. adds 147K jobs – markets reprice Fed cut odds.
Crypto-linked equities like Visa, PayPal, and CME gain traction.

📰 Crypto Market Highlights

Ripple Applies for U.S. Banking License
Ripple has filed for a U.S. national banking license and a Fed master account, aiming to offer traditional banking services. XRP rose 3% amid renewed ETF speculation and regulatory optimism.
Bitcoin Hits $110K, Then Retraces
BTC briefly crossed $110K on ETF inflows and the Israel–Iran ceasefire news, but pulled back near $108K following macroeconomic uncertainty and NFP job data.
Ethereum Sees Institutional Momentum
Robinhood launched tokenized stocks and ETFs on Arbitrum, while BlackRock’s ETH accumulation continues. ETH remains well below ATH but benefits from increasing tokenization use cases.
Token Unlocks Exceed $100M This Week
Projects like Ethena ($25M) and others are releasing tokens, adding to near-term market pressure. Investors should expect elevated volatility during these events.
Singapore Fines Banks $21.5M in Laundering Case
Nine financial institutions, including UBS and Citigroup, were fined for links to the Fujian gang in a $2.2B case, underscoring persistent AML compliance issues in crypto.

📈 Stock Market Highlights

6. Robinhood Stock Surges Past $100. Robinhood’s expansion into tokenized financial assets boosted its share price to a new ATH, signaling strong interest in TradFi–DeFi integration.

Crypto-Centric Stocks in Focus
CME, Visa, PayPal, and Accenture gain attention from investors seeking exposure to crypto without directly holding tokens.
Nvidia Nears $4 Trillion Market Cap
Despite the U.S. holiday closure, Nvidia’s dominance in AI and chips positions it to potentially become the first $4T company.

🌍 Macroeconomic Headlines

9. Trump’s “Big Beautiful Bill” Passes Senate. The bill includes tax relief and spending packages seen as supportive of risk assets, though it lacks crypto-specific reforms. Markets expect fiscal expansion.

U.S. Adds 147K Jobs in June. A solid NFP report reduced the probability of a Fed rate cut in the near term, causing Bitcoin to retreat from the weekly high of $110.3K.

💬 Comment:

This week featured powerful narratives: ETH and BTC continue to attract institutional capital, regulation gains momentum in the U.S., and tokenization reshapes how assets are traded. Still, volatility is likely to remain elevated, especially around unlock events and Fed commentary.

3. Current market situation.

This week’s market opened in a mixed state, with a slight tilt toward green.

BTC traded around $108,070 (+0.63%), remaining stable and technically strong.
ETH saw a healthy move to $2,520 (+3.44%), showing relative strength versus BTC.
XRP (+1.82%) and BNB (+0.81%) followed with moderate gains.
Meanwhile, SOL underperformed with a minor pullback to $148.08 (−1.15%).

The broader altcoin market is split:

🔺 Strong performers include: XDC (+9.66%), WIF (+5.36%), and PEPE (+4.08%)
🔻 Notable decliners: TKX (−42.6%), SEI (−12.14%), DOGE (−0.15%)

The heatmap indicates selective risk-taking, with capital rotating into large caps and meme tokens showing pockets of strength.

💬 Comment:

The market remains in neutral territory, with BTC dominance holding and altcoins fluctuating. Without a clear catalyst, we may see more range-bound action this week, with rotations driven by unlocks and ETF narratives.

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*Disclaimer: Educational content only; not financial advice.

5. Weekly Insider Token Unlocks (June 30 – July 6, 2025).

📊 Total Unlock Volume: $53.9M+

🔍 Key Highlights:

APT: $32.28M unlock (1.05% of supply) – Largest unlock this week. All tokens are previously locked. Watch for volatility spikes around resistance if sell pressure materializes.
IO: $7.51M unlock (5.97%) – High relative unlock. 21.71% of supply already unlocked. Medium-cap token with potential for sharp price reaction.
PEAQ: $4.52M unlock (5.96%) – Entirely new unlock. No tokens previously circulating. Thin liquidity may amplify price movements.
AGI: $3.38M unlock (4.05%) – 47.50% of supply already circulating. High dilution but possibly priced in. Monitor trading volume and momentum shifts.
OP: $2.58M unlock (0.26%) – Recurring L2 unlock with relatively low impact. 37.66% already unlocked.

🔻 Other Notables:

BB: $2.40M (6.67%) – Mid-tier token with below-average liquidity. Unlock may pressure the price short-term.
CXT: $0.85M (3.73%) – Lower nominal value but relatively large share of supply. Watch for liquidity-driven reactions.
DEVVE: $0.46M (0.95%) – Minimal unlock size. Low impact expected.

💬 Comment:

This week’s unlocks are concentrated in APT, IO, and PEAQ, which together account for over 80% of the total value. APT’s cliff unlock is particularly notable due to its size and zero prior circulation – an ideal candidate for volatility spikes. Lower-liquidity tokens like PEAQ and BB carry short-term downside risk unless supported by demand. Caution is advised midweek as most events cluster around July 11–12.

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6. 🔐 Bitcoin Market Overview: Spot & Futures Market Signals.

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