On-chain Insights by IT Tech - Week 29 Bitcoin Analysis & Highlights #136

Liquidity Wave & Policy Tailwinds Propel Crypto to Fresh Highs.

Jul 20, 2025

∙ Paid

Hello,

The 136th issue of On-chain Insights by IT Tech is out! I appreciate your support - over 5,000 subscribers strong! Not subscribed yet? Now's the time to join! 👇

🎧 New! This week’s issue is also available as a private audio podcast – exclusively for Premium subscribers.

Listen while commuting, training, or walking your dog – same deep insights, now hands-free.

1. 📲 Follow & Connect.

X/Twitter: Follow
X Crypto Discussion group: Join now
YouTube: Subscribe
All resources in one place: Linktree

📡 Telegram Channels:

IT Tech Crypto: analysis, liquidation maps, alerts → Join here
IT Tech – comments: commentary, bots, reports → Join here

📊 Dashboard: On-chain Metrics:

Weekly dashboard with all indicators in one place → Access it here

⚠️ Due to X/Twitter limits, tweet screenshots are shown instead of embeds.

2. Partnership Spotlight – Bitomat.com.

This edition comes to you in collaboration with Bitomat.com, Europe’s premier crypto-ATM network. With over 300 locations across the continent, Bitomat enables you to convert digital assets into cash quickly, safely, and on your terms.

Why now?

MiCA regulations are set to tighten privacy rules across the EU. Lock in hassle-free, anonymous withdrawals while you still can.

0 % Bitcoin ATM fees • voucher draws

3. Top 10 Macro & Crypto News.

Below is a concise recap of the most relevant cryptocurrency, macroeconomic, and stock market stories from July 14 to 20, 2025, with an emphasis on institutional flows, regulation, and volatility triggers.

🧠 Key Takeaways:

Bitcoin prints a fresh ATH at $123,153 on “Crypto Week” optimism and a record $1.18 B spot-ETF bid
U.S. House passes the GENIUS Act, delivering the first federal stablecoin rulebook
Ether reclaims $3.6 K; spot ETH ETFs吸收 $383 M — their 2nd-largest daily haul ever
Total crypto-cap tops $4 T, while a draft executive order could open 401(k)s to digital assets
Powell-ouster rumours briefly rattle risk assets before the White House walks them back

📰 Weekly Highlights:

Bitcoin Surges to $123,153 ATH. 14 July — BTC sliced through $120 K and set a new peak as “Crypto Week” kicked off on Capitol Hill. Record ETF inflows, a softer dollar, and >$1 B in short liquidations added fuel.
House Sends GENIUS Act to Trump. 17 July — The Republican-led House approved the GENIUS stable-coin bill (279-148) alongside CLARITY and Anti-CBDC acts, marking the first major piece of U.S. crypto legislation.
Ether ETFs Haul $383 M; ETH > $3.6 K. 10 July — BlackRock’s ETHA captured >$300 M of inflows, driving Ethereum to a five-month high and hinting at hopes for staking approval inside ETFs.
Bitcoin ETFs Log $1.18 B Single-Day Inflow. Spot BTC funds recorded 2025’s biggest daily haul, extending a 12-day streak of institutional buying.
Justin Sun Adds $100 M to $TRUMP Token. The Tron founder doubled his position even as the meme-coin slipped 3.4%, underscoring how political narratives influence speculative flows.
Crypto-Exposed Equities Pop with BTC. During the record spike, Coinbase gained 1.8 %, MicroStrategy 3.5 %, and Marathon 0.1 %, showing selective beta to Bitcoin.
BitMine Stock +20 % on Ethereum Treasury Pivot. The miner disclosed plans to hold ~300 K ETH (~5 % supply target), propelling its share price and spotlighting corporate treasury diversification.
MicroCloud Hologram Buys $200 M in BTC & Derivatives. NASDAQ-listed HOLO cited treasury diversification; shares rose 7 % on the news.
Draft EO Would Let 401(k)s Hold Crypto. Reports on 18 July revealed Trump’s plan to direct regulators to allow digital-asset exposure in retirement plans, potentially unlocking a $9 T market.
Powell-Dismissal Rumors Wipe Out Markets. Speculation about the Federal Reserve Chair’s potential dismissal sent shockwaves through risk assets on July 16th, before being swiftly denied. This incident underscored the heightened sensitivity of markets to such headlines, even amidst an otherwise optimistic market sentiment.

💬 Comment:

With Bitcoin surpassing $123,000 and Ethereum regaining $3,600, institutional capital continues to influence the cycle’s pace. The passage of the GENIUS Act and a potential 401(k) order shift U.S. policy from a headwind to a tailwind, while equity markets remain driven by headlines. However, near-term volatility is expected during Senate deliberations, but structural flows suggest higher returns.

4. Current market situation.

📊 Market Heatmap Summary:

ETH +25.9 %, XRP +26.0 %, BNB ≈ +26 % led the large-cap advance, while BTC +0.2 % lagged after its fresh ATH.
Layer-1 rotation: AVAX, NEAR, ADA, ATOM, OP logged mid-teens gains; TRX stayed muted.
DeFi bid resumed with AAVE, UNI, COMP, and CRV up 15 – 30 %.
Losers were scarce: privacy-coin XMR -1.7 % plus micro-cap memes (MOG, HYPE, MX) down 4 – 6 %.

💬 Comment:

With Bitcoin consolidating near highs, capital rotated aggressively into altcoins, confirming a broad risk-on tone and trimming BTC dominance.

5. New Telegram Community for Active Traders.

New! IT Tech Trading Setups group is now live.

Every weekday, I share 1–2 Bitcoin trading setups in this group, based on liquidation levels, market structure, and short-term momentum. No clickbait, just clean, transparent entries with SL and TP. Most setups aim for +10–20% moves.

You can now join the group in two ways:

🔹 BingX (with KYC):

Register: bingx.com/partner/ITTECHPL
Complete KYC, deposit ≥ 100 USDT, and place 1 trade > $100
DM the bot: @IT_Tech_Trading_Setup_Bot → instant invite ✅

🔹 BloFin (no KYC, UK and US can also trade):

Register: partner.blofin.com/d/ITTech
Deposit ≥ 100 USDT and place 1 trade ≥ $100
Fill the 60-sec form: Google Form – access within 24h

🎁 Why join now?

⚡️ First 100 sign-ups get a 20 % cashback (up to $500) · promo ends 21 Jul 20:00 UTC
⚡️ Fresh BTC setups drop every weekday – miss the entry, miss the move

Pick your exchange, lock in the bonus, and trade with me. See you inside! 🔥*Disclaimer: Educational content only; not financial advice.

6. Weekly Insider Token Unlocks.

📊 Total Unlock Volume: $27.1 M + (21 – 27 Jul).

🔍 Key Highlights:

AVAIL – $16.5 million unlock (33.6% of supply): This week’s standout event saw the release of one-third of the float in a single clip.
ALT – $3.59 million (2.68%): This medium-cap project has thin books, which means dilution is large enough to significantly impact the price.
BLAST – $2.40 million (2.08%): BLAST has a similar size to ALT, but its liquidity is lighter, which means slippage risk is higher.
VENOM – $2.33 million (0.50%): Although the dollar amount is modest, the team allocation is worth watching for potential hedging flows.
DMC – $0.59 million (3.94%): Despite its small nominal value, DMC has a high percentage of float, which means it can swing quickly on low volume.
HOOK / KARRAT – $0.53 million / $0.69 million (approximately 1.5–2% each): These minor dollar size projects could amplify intraday volatility.

💬 Comment:

This is a light-dollar, high-percentage unlock week: headline risk concentrates in AVAIL (>$16 M, 34 % float) while several mid-caps release 2-4 % of supply into relatively thin order books. Expect wider spreads and funding spikes around 23 – 26 Jul; short-term traders may fade initial dips once sell-pressure is absorbed, but sizing discipline is key.

🔐 Premium Insights (exclusive for paid subscribers).

Wondering what’s inside the Premium section this week?

🔍 Here’s what Premium subscribers unlock:

🧠 Still using only the free version? You’re missing half the picture.

👉 Upgrade now to unlock all insights and get 5% off your annual plan.

Get 5% off for 1 year

Already subscribed? Scroll down to continue reading or listening audio version.

🎧 New this week: Premium subscribers now get access to a full audio podcast version of this issue. Listen on the go and stay ahead with deep on-chain insights.

Keep reading with a 7-day free trial

Subscribe to On-Chain Insights by IT Tech💡🧠 to keep reading this post and get 7 days of free access to the full post archives.

On-Chain Insights by IT Tech💡🧠