On-chain Insights by IT Tech - Week 30 Bitcoin Analysis & Highlights #137

Mid-Cycle Profit Pulse.

Jul 27, 2025

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1. 📲 Follow & Connect.

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3. Top 10 Macro & Crypto News.

Below is a concise recap of the most relevant cryptocurrency, macro-economic, and stock-market stories from 21 – 27 July 2025, with an emphasis on institutional flows, regulation, and volatility triggers.

🧠 Key Takeaways:

Bitcoin defends the $120 K+ zone after its prior ATH, as spot-ETF demand slows but remains positive.
Ethereum ETFs add $383 M, pushing ETH firmly back above $3 K and extending a 27 % monthly gain.
XRP momentum builds on U.S. legal clarity and dual ETF launches (Nasdaq futures, Brazil spot).
Congress advances the Anti-CBDC Surveillance State Act, signalling a policy pivot toward private-sector tokens.
Solana tops $200 while alt-rotation trims Bitcoin dominance for a second week.

📰 Weekly Highlights:

Bitcoin Consolidates Near $123 K High – 21 Jul. BTC hovered in a tight $119–123 K band after its “Crypto Week” breakout. ETF inflows moderated but stayed green, while shorts avoided another wipe-out.
Ethereum ETFs Haul $383 M; ETH > $3 K – 22 Jul. BlackRock’s ETHA captured the bulk of flows, lifting ETH to a five-month high and reinforcing the $3 K level as new support.
XRP Pops on ETF Duo & SEC Retreat – 23 Jul. Nasdaq launched an XRP futures ETF, Brazil approved a spot product, and the SEC withdrew its cross-appeal—sending XRP briefly to $3.47.
Solana Breaks $200, Then Dips – 24 Jul. SOL touched $203 before a quick pullback; traders highlight developer activity and TPS upgrades as core catalysts.
Dogecoin ETF Odds Rise to 80 % – 24 Jul. Prediction markets priced an 80 % chance of approval by year-end after President Trump signed another pro-crypto bill.
Sony Buys 2.5 % of Bandai Namco for $463 M – 24 Jul. The stake deepens cooperation in anime, manga, and gaming IP, fuelling consolidation chatter in Japanese media stocks.
JPMorgan Explores Crypto-Backed Lending – 22 Jul. The bank confirmed it is piloting loans collateralised by BTC/ETH, marking another TradFi bridge into digital assets.
Crypto-Exposed Equities Edge Higher – 25 Jul. Coinbase +1.8 %, MicroStrategy +3.5 %, Marathon +0.1 % as BTC stabilized—equity beta to Bitcoin remains selective.
Anti-CBDC Surveillance State Act Passes House – 25 Jul. Alongside the GENIUS Act, the bill curbs any retail Fed-coin, reinforcing a private-token trajectory for U.S. payments.
$1B in Nvidia AI Chips Reportedly Smuggled into China – 26 Jul. Social-media reports of H100/B200 shipments via Southeast Asia highlight export-control loopholes and tech-war frictions.

💬 Comment:

Bitcoin’s pause above $120 K has allowed capital to rotate into Ethereum and large-cap alts, with ETH ETFs siphoning nearly half a billion dollars in a single day. Washington’s legislative push—GENIUS Act plus Anti-CBDC bill—continues to turn policy from headwind to tailwind, while TradFi bridges (JPMorgan lending) widen institutional on-ramps. Near-term volatility may spike around Senate debates and the looming Dogecoin ETF decision, but structural flows and rising stable-coin supply suggest dip-buying remains the path of least resistance.

4. Current market situation.

📊 Market Heat-map Summary (22 – 28 Jul)

Large-caps: ETH +3.1 %, SOL +5.6 % kept the bid alive, while XRP -6.6 % and BNB -7.3 % retraced prior gains; BTC sat almost flat at +0.2 %.
Layer-1 rotation: AVAX, NEAR, ADA each added +3–5 %; DOT and ICP slipped -6–9 %.
DeFi pocket: AAVE +7 % led; UNI unchanged; CRV and SUSHI fell -5–8 %.
Notable losers: privacy-coin XMR down ~-5 %, and memes FLOKI, MOG off -8–9 %.

💬 Comment:

With Bitcoin ranging above $118 K, traders paused the broad alt surge. Mixed red-green tiles signal profit-taking, a modest uptick in BTC dominance, and room for fresh rotation once ETF flows or macro headlines reignite risk appetite.

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
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Deposit ≥ 100 USDT and place 1 trade ≥ $100
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🎁 Why join now?
⚡️ Fresh BTC setups drop every weekday – miss the entry, miss the move
⚡️ Potential liquidations maps
⚡️ Major on-chain movements analysis

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6. Weekly Insider Token Unlocks.

📊 Total Unlock Volume (28 Jul – 3 Aug): $175 M+

🔍 Key Highlights:

SUI – $108 M (0.85 % circ.) – biggest dollar clip of the week; Friday 1 Aug.
JUP – $28.5 M (1.78 %) – kicks things off Sunday, 28 Jul; moderate float hit.
OP – $21.5 M (1.79 %) – Thursday 31 Jul; recurring unlock could add volatility.
REZ – $3.9 M (12.2 %) – small nominal value but massive %-float on Tuesday 30 Jul.
KMNO – $4.9 M (3.49 %) – Tuesday 30 Jul; thin books amplify price risk.
DYDX / GAL / ZETA – each <$3 M, 0.5–2.6 % circ.; likely absorbed unless liquidity is scarce.

💬 Comment:

Dollar size skews heavily to SUI, but REZ’s 12 % float release is the sleeper risk. Expect wider spreads and funding spikes around 30 Jul – 1 Aug; post-unlock mean-reversion trades often set up 24 h later if sell pressure fades quickly.

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