Crypto Daily Digest July 23, 2025

  • Altseason in Full Swing: Binance Futures sees 71% of its volume in altcoins, signaling a potential altseason.
  • Bitcoin Price Outlook: Despite facing resistance around $120,000, Bitcoin’s strong buyer support holds above $115,000, with some analysts targeting $140,000.
  • Institutional Adoption & Regulation:
    • PNC Bank partners with Coinbase for crypto trading, reflecting growing institutional interest.
    • The GENIUS Act is expected to boost real-world asset (RWA) tokenization.
    • US Senate Republicans release a draft bill for crypto market structure, expanding on the CLARITY Act.
  • ETF and Investment Products:
    • Solana SSK ETF surpasses $100M as Wall Street embraces crypto staking.
    • SEC approves and immediately pauses Bitwise’s bid to convert BITW Crypto Index Fund to ETF.
  • Company Actions:
    • Bitfarms plans to buy back 10% of its shares, believing its stock is undervalued.
    • SpaceX moves $153 million in Bitcoin after a three-year period of inactivity.
    • FBI drops criminal probe into Kraken Founder Jesse Powell.
  • Ethereum and Other Altcoins:
    • Ethereum validator exit queue surges as stakers exit after a significant rally.
    • Toncoin rallies as Telegram integrates a TON wallet for U.S. users.

Analysis:

  • Institutional Interest Surge: Increased activity from traditional financial institutions like PNC Bank and the rise of Solana staking ETFs indicate growing acceptance and integration of crypto into mainstream finance.
  • Regulatory Developments: The progression of crypto market structure bills in both the House and Senate highlights a push for regulatory clarity in the U.S., fostering a more defined environment for crypto businesses.
  • Altcoin Season Signals: Increased trading volume in altcoins could potentially signal a shifting market landscape where alternative cryptocurrencies may see significant gains.

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