Key TakeawaysGlobal crypto ETPs attracted $572M last week, rebounding after a 15-week inflow streak broke the previous week.Ether ETPs led with nearly $270M in inflows, pushing YTD inflows to a record $8.2B and AUM to an all-time high of $32.6B.Bitcoin ETPs recovered with $265M in inflows after two weeks of outflows.Altcoin ETPs tracking Solana, XRP, and Near saw inflows of $21.6M, $18.4M, and $10.1M respectively.BlackRock’s iShares crypto ETFs neared $100B AUM, closing the week at $98.9B.The rebound followed the U.S. government’s approval of digital assets in 401(k) retirement plans.$572M Inflows Signal Crypto Market RecoveryGlobal cryptocurrency exchange-traded products (ETPs) saw a strong rebound last week, with inflows totaling $572 million, according to CoinShares. This marks a recovery from the prior week’s break in a record 15-week inflow streak worth $27.8 billion.The turnaround coincided with Bitcoin and Ether regaining momentum, with ETH crossing $4,000 for the first time since December 2024 and BTC trading above $122,000. Total crypto ETP assets under management (AUM) reached a record $226 billion, while year-to-date inflows hit a historic $30.7 billion.401(k) Approval Boosted SentimentJames Butterfill, head of research at CoinShares, attributed the late-week inflow surge to the U.S. government’s decision to allow digital assets in 401(k) retirement plans.Early in the week, ETPs saw $1B in outflows amid concerns over weak U.S. payroll data. However, the policy announcement sparked $1.57B in inflows in the second half of the week.Ether ETPs Lead With Record GainsEther ETPs captured the largest inflows among all crypto assets, totaling $270M. This brought Ether’s YTD inflows to $8.2B — a new record — and lifted total AUM to $32.6B, up 82% since the start of the year.Bitcoin ETPs also staged a comeback, recording $265M in inflows after two straight weeks of outflows.Altcoins See Targeted Institutional InterestInstitutional flows into altcoin ETPs showed selective buying:Solana (SOL): $21.6M inflowsXRP: $18.4M inflowsNear Protocol (NEAR): $10.1M inflowsBlackRock Nears $100B in Crypto AUMBlackRock’s iShares crypto ETFs led issuer flows with $294M in inflows, although this was 61% lower than the prior week’s $749M. Its AUM closed at $98.9B, nearing the $100B milestone.Other major issuers:Bitwise: $95M inflowsGrayscale: $87M inflows (AUM: $35.4B)Fidelity: Largest outflows at $55MThe combination of institutional policy shifts and renewed Bitcoin/Ether strength could sustain positive inflows, especially if macroeconomic data continues to favor risk assets. Ether’s record-breaking momentum positions it as a leading beneficiary of the current market cycle.

According to Foresight News, FTFT Limited (FTFT.US) has announced that its wholly-owned Hong Kong subsidiary, FTFT International Securities and Futures Limited, has signed an agreement with a renowned compliance consultant in Hong Kong. The agreement involves applying for a Virtual Asset Service Provider (VASP) license from the Hong Kong Securities and Futures Commission (SFC), in addition to the existing Type 1, 2, and 4 licenses held by the company. The subsidiary also plans to apply for a Type 9 asset management license, aiming to cover both traditional and virtual asset management services. The compliance consultant will conduct a thorough review and assessment of the company's business model and risk management capabilities. They will also assist in preparing the necessary application materials and business plans for submission to the Hong Kong SFC.

Key TakeawaysS&P Global gives Sky Protocol, formerly Maker Protocol, a “B-” issuer credit rating — the first for a decentralized finance (DeFi) platform.Sky’s USDS stablecoin earns a stability score of 4 (“constrained”) due to governance centralization, weak capitalization, and regulatory uncertainty.The protocol’s risk-adjusted capital ratio stands at just 0.4%, limiting its reserve buffer for potential credit losses.Founder Rune Christensen holds nearly 9% of governance tokens, with low voter turnout amplifying centralization concerns.S&P also rates Circle’s USDC at 2 (strong), Tether’s USDT at 4 (constrained), and USDS at 4.First Credit Rating for a DeFi ProtocolS&P Global Ratings has issued a “B-” issuer credit rating to Sky Protocol, marking the first time a major credit rating agency has assessed a DeFi platform. The rating covers Sky’s USDS and DAI stablecoins, along with its sUSDS and sDAI savings tokens.USDS — the fourth-largest stablecoin with a market cap of $5.36 billion — received a stability score of 4 (“constrained”) on a 1–5 scale, where 1 represents “very strong” and 5 “weak.”S&P said the grade reflects Sky’s ability to meet obligations under normal conditions but highlights its vulnerability to adverse market, financial, or economic events.Key Risks Identified by S&PS&P’s report pointed to several structural weaknesses:High depositor concentrationCentralized governance — low voter turnout and heavy reliance on founder Rune Christensen, who controls ~9% of governance tokensRegulatory uncertainty in the DeFi sectorWeak capitalization, with a 0.4% risk-adjusted capital ratio as of July 27Potential default risks include sudden depositor withdrawals exceeding liquidity in the peg stability module and credit losses surpassing available capital reserves.Minimal Losses, But Low Capital BuffersDespite minimal credit losses and earnings stability since 2020, S&P flagged Sky’s limited surplus reserves. The protocol’s anchor rating was set at “bb”, four notches below the U.S. banking anchor of “bbb+”, due to regulatory headwinds facing DeFi platforms.Sky’s internal risk committee said the process allowed it to examine both traditional counterparty risks and DeFi-specific threats such as smart contract, oracle, bridge, and governance vulnerabilities.Stablecoin Issuers Under Increasing ScrutinyS&P launched its stablecoin stability assessment in December 2023. In its latest report:Circle USDC: 2 (“strong”)Tether USDT: 4 (“constrained”)Sky USDS: 4 (“constrained”)S&P cited USDC’s higher transparency, while noting USDS’s complex asset base and weaker capital position.Traditional Credit Ratings Meet Blockchain FinanceThe move comes as more blockchain-linked institutions seek traditional credit ratings. In June, S&P assigned an “AAA” rating to Figure Technology Solutions’ $355 million blockchain-based mortgage securitization.The rating puts Sky in speculative-grade territory, meaning its financial stability is contingent on favorable market conditions. Governance decentralization and capital strengthening will be key factors if Sky aims to improve its score in future assessments, according to Coinetelgraph.

Key TakeawaysBTC hit $122,312 before retracing, with traders eyeing a $117K–$119K CME futures gap as a potential short-term pullback target.Leverage-to-spot ratio at multi-year lows signals rally is being driven by spot demand, not excessive leverage.U.S. CPI and PPI data this week will shape Fed rate cut odds for September, currently near 90%.Whales show no major signs of profit-taking, while Coinbase Premium Index turning negative raises short-term caution.BTC Starts the Week Near All-Time HighsBitcoin opened the new week with a surge to $122,312, its highest since the current bull leg began, before easing back to around $121,250. The move liquidated over $100 million in shorts and pushed BTC closer to all-time highs, though analysts warn of potential consolidation.Traders are closely watching a weekend CME gap between $117,000 and $119,000 — a range where Bitcoin futures stopped trading Friday and reopened higher Monday. Historically, such gaps are often “filled” as spot prices revisit the range within days. A full gap fill would align with the key $117,200 support/resistance flip zone, described by analyst Rekt Capital as decisive for BTC’s broader trend.Spot Demand Dominates as Leverage Stays LowDespite the sharp move, futures-to-spot ratios are near their lowest since the 2022 bear market bottom, according to trader BitBull. This suggests the rally is spot demand–driven, reducing the risk of a leverage wipeout.“That’s a rare signal,” BitBull said, adding that spot buying tends to hold through volatility, potentially supporting further upside once macro catalysts play out.Macro Focus: CPI and PPI in SpotlightThis week brings U.S. CPI (Tuesday) and PPI (Friday) — data releases likely to influence the Federal Reserve’s September policy decision. Economists expect core CPI to rise 0.3% month-over-month in July, up from 0.2% in June, as tariffs push prices higher.Markets currently price a 90% probability of a September rate cut, up from 57% a month ago, according to CME FedWatch data. A cooler-than-expected CPI print could lock in those expectations and boost risk assets, while a hotter print might trigger short-term selling in BTC.On-Chain Signals: Whales Stay PutCryptoQuant data shows that large $10M+ USDT transfers — often a signal of profit-taking — are absent. In July, similar spikes preceded BTC pullbacks of 3.8%–4.5%, but current readings suggest whales are not cashing out into stablecoins.If Bitcoin holds above $120K, bulls may push for new highs before month-end. A dip toward $117K–$119K to fill the CME gap could reset market structure before another leg up, especially if macro data supports risk appetite, according to Coinetelgraph.

On Aug 11, 2025, 11:05 AM(UTC). According to Binance Market Data, Bitcoin has dropped below 121,000 USDT and is now trading at 120,860.007813 USDT, with a narrowed narrowed 2.42% increase in 24 hours.

The buying frenzy has been fueled by both corporate treasuries and deep-pocketed investors, with blockchain analysts tracing some of the […] The post Institutional Buyers Pile Into Ethereum, Pushing Market to $523B appeared first on Coindoo. source: https://coindoo.com/institutional-buyers-pile-into-ethereum-pushing-market-to-523b/

11-8-2025 – With Bitcoin nearing $122,000 and Ethereum holding above $4,000, Senator Elizabeth Warren’s renewed push for stringent oversight casts a shadow over the sector’s exuberance. Her MSNBC appearance underscores a growing tension: the crypto industry’s soaring valuations—$3. 4 trillion in total market cap—face a potential clampdown as lawmakers grapple with systemic risks and political entanglements. [ source: https://www.cointrackdaily.com/elizabeth-warren-pushes-tougher-crypto-oversight-amid-3-4t-market-rally/

Aave founder Stani Kulechov has predicted that the decentralized lending protocol could hit $100 billion in net deposits by the end of 2025. Kulechov shared the prediction on X, likely in reaction to the protocol’s recent growth. The DeFi protocol recently surpassed $60 billion in net deposits across all blockchain networks, moving it closer to […] source: https://www.cryptopolitan.com/aave-100-billion-net-deposits-within-reach/

Passive investing has come a long way. From index funds to robo-advisors, the evolution of accessible investing has opened the door for millions to grow their wealth with confidence and ease. But today, a new wave of technology is unlocking possibilities that go even further. Grvt Strategies is where the future begins, combining blockchain infrastructure, […] source: https://www.cryptopolitan.com/the-future-of-passive-investing-starts-with-grvt-strategies/

Ethereum Surge Sparks Debate Over Capital Rotation Back to BitcoinKey TakeawaysSamson Mow predicts ETH holders will rotate profits back into Bitcoin as prices rise.ETH/BTC ratio doubled from April lows, breaking multi-year trendline.Historical cycles suggest ETH and altcoins could still see further upside before rotation.ETH weekly close highest since November 2021 at $4,300, 12% below all-time high.Mow Warns of “Bagholder’s Dilemma” for Ethereum InvestorsBitcoin maximalist and Jan3 CEO Samson Mow believes Ethereum’s recent rally could be short-lived, predicting ETH holders will ultimately rotate gains back into Bitcoin. According to Mow, many large ETH holders also hold significant BTC from earlier allocations and are using it to fuel Ethereum’s rally on new narratives — such as the surge in Ethereum treasury holdings among public companies.“Once Ether is high enough, they’ll dump it, creating new generational bagholders, and then rotate the gains back into BTC,” Mow said. He added that breaking all-time highs could be “challenging” for ETH due to intensified selling pressure near psychological resistance levels.ETH/BTC Ratio Breaks Multi-Year DowntrendThe ETH/BTC ratio — a measure of Ether’s value in Bitcoin terms — currently sits at 0.036, doubling from its five-and-a-half-year low of 0.018 in April. This upward move has coincided with ETH’s 21% weekly gain, pushing it to $4,307, while Bitcoin has seen comparatively modest price action.Despite the technical breakout, Mow dismissed its significance, saying Ethereum has “always been a vehicle for those people to get more Bitcoin” during market cycles.Historical Rotation Patterns Suggest More Upside for ETHNot all analysts agree with Mow’s bearish ETH outlook. Investor Ted Pillows predicts Ether will break its all-time high before triggering a mini altseason, after which capital may rotate back into Bitcoin until it reaches ~$140,000. A final rotation into ETH and altcoins could follow — a pattern seen in previous bull markets.Bitcoin dominance has fallen 10% since late June, reflecting the ongoing rotation into altcoins. Institutional accumulation of ETH has also driven demand, particularly for DeFi platforms seeing higher TVL and yield farming growth, according to Nick Ruck, director at LVRG Research.Momentum Remains StrongETH just closed its strongest weekly candle since November 2021, ending Sunday near $4,300. The asset now sits 12% below its all-time high of $4,878, with bullish sentiment still dominant despite pushback from Bitcoin maximalists.If Ether breaks above $4,880, analysts say the next psychological milestone is $5,000, with potential upside supported by institutional inflows, treasury holdings, and DeFi expansion.

There are limited seats in the crypto pantheon, and the new chosen ones can only work hard, make friends with existing gods, and build the strongest protocol network in order to earn a place for themselves.

An Argentine blockchain developer known as “Fede’s Intern” has found himself locked up by the Turkish authorities for allegedly misusing Ethereum.

BNC, a company listed on Nasdaq, purchased 200,000 Binance Coins for $160 million and aims to raise up to $1.25 billion to increase its BNB holdings. This reflects a rising trend of firms investing in BNB as part of their corporate crypto portfolios.

The team behind CrediX, a decentralized finance platform, has seemingly disappeared following a $4.5 million hack earlier this week.

In just a few months, Ethereum has gone from skepticism to the center of the crypto scene. What factors are driving Ethereum's surge? How high will ETH go? What are the leading DeFi tokens worth watching?

AB is now listed on US exchange Kraken, allowing direct USD and EUR purchases. This launch coincides with a US review of pension rules that could let retirement funds invest in digital assets.

AB登陆美国合规交易所Kraken，开通美元和欧元直购入口，叠加美国401k等退休账户放宽数字资产限制的政策窗口，正式进入欧美主流市场。这为AB打开了合规平台、法币通道和长期资金的大门，并奠定了技术、流动性与机构对接的基础。

Trump Media has launched an AI search tool on Truth Social, built with technology from Perplexity but using sources chosen by the platform. It comes amid criticism of Perplexity over alleged unauthorised web scraping and questions about political bias in the search results.

ETH, BTC, BTC and ETH's unresolved issues Golden Finance, can imperfect tools still provide some answers?

El Salvador has just approved it new Investment Banking Law, which allows investment banks to not only hold Bitcoin and other digital assets but also to offer full crypto services, but only to "sophisticated investors."