Key Takeaways:Ethereum’s price surge and ETH/BTC strength signal renewed risk-on sentiment.Trader Michaël van de Poppe expects 200%–500% gains in altcoins by October.ETH/BTC ratio has climbed 38.5% in 30 days; Ether trades near $3,854.Caution remains over historically weak Q3 performance for ETH.Some analysts predict ETH could reach $16,000 amid declining supply and growing institutional interest.Ethereum's recent price strength is reigniting bullish sentiment across the crypto market, with analysts suggesting the move could kick off a major altcoin rally in the coming months.According to Michaël van de Poppe, co-founder of MN Trading Capital, Ether's breakout is a key trigger signaling growing risk-on appetite among crypto traders. In an X post on Thursday, van de Poppe said he is “all-in” on altcoins, forecasting 200% to 500% upside for many coins between now and October.“The recent move of ETH is the first step forward to a more risk-on appetite,” he noted.Ethereum has gained over 6% in the past 24 hours, trading at $3,854 at the time of writing, according to Nansen. More notably, the ETH/BTC ratio — a key indicator of Ethereum’s strength relative to Bitcoin — has surged 38.5% over the past 30 days, per TradingView data.Altcoin Season Incoming?Ethereum’s dominance often precedes major rotations into altcoins. With rising ETH momentum and investors seeking higher-risk opportunities, many are anticipating a late Q3 or Q4 altcoin season.“This is the perfect time for ETH to rekt the bears,” posted trader Cas Abbe, pointing to shrinking ETH exchange supply and increasing institutional interest as signs of long-term bullish support.Not Everyone Is ConvincedDespite the excitement, some traders are urging caution.Crypto trader Ash Crypto warned that August and September have historically been weak months for Ethereum, with average Q3 returns of just 6.48% since 2016, according to CoinGlass.“Generally bearish months for crypto, so I would be cautiously bullish,” Ash wrote.Trader Muneeb echoed the concern, stating that the current rally “is done for now,” suggesting potential for a cooldown before any extended move higher.Still, if Ether reaches $4,000 — just 3.7% above current levels — it could trigger liquidations of over $817 million in short positions, adding further fuel to upward momentum.ETH to $16K? Some Say Don’t Rule It OutBullish sentiment around Ether isn't limited to short-term altcoin traders.Crypto analyst Wolf said in a post, “Don’t act surprised if Tom Lee’s ETH prediction of $16,000 plays out,” referencing the Fundstrat co-founder’s long-term bullish thesis.“Volatility, disbelief, then verticality,” Wolf added — implying Ethereum may be entering a breakout phase often dismissed by skeptics.

Key Takeaways:Bitcoin is trading 31% below its energy-based fair value, per Capriole’s Energy Value model.Current estimated fair value is $167,800 vs BTC's spot price of ~$116,600.Bitcoin is now more undervalued than it was at $10K in September 2020.Record hashrates signal strong miner confidence and network fundamentals.Hash Ribbons metric flashed a bullish “buy signal” in late July.Bitcoin may be significantly undervalued compared to its underlying network fundamentals, according to Capriole Investments' Energy Value model — a pricing metric that ties Bitcoin’s “fair value” to miner energy expenditure.Charles Edwards, founder of Capriole Investments and creator of the Energy Value metric, stated this week that Bitcoin should currently be trading around $167,800, representing a 31% discount from the current spot price of approximately $116,677. The model suggests that the market is failing to price in the true cost and value of securing the Bitcoin network at all-time high hash rates.“Hash Rates are flying and Bitcoin Energy Value just hit $145K,” Edwards posted on X. “That puts price at a 31% discount to value.”Capriole’s Energy Value model, launched in 2019, is built on a formula that considers energy input, Bitcoin’s supply growth rate, and a fiat-denominated energy cost constant. The premise: if miners are contributing record energy to secure the network, the corresponding BTC price should reflect that effort.Bitcoin More Undervalued Than in 2020Remarkably, Edwards noted that Bitcoin is currently more undervalued relative to its energy value than it was at $10,000 in September 2020, just before the last major bull market erupted.This historical comparison may indicate that current BTC levels present a compelling long-term entry point for investors focused on network fundamentals rather than speculative cycles.Miner Confidence Rising With Hashrate at Record HighSupporting this valuation argument is Bitcoin’s surging hashrate, which hit a new all-time high of 1.031 zettahashes per second (ZH/s) on August 4, according to data from Glassnode. Rising hashrate generally reflects miner confidence, as more computational power is invested into securing the network — a bullish signal for long-term price direction.The Hash Ribbons indicator, which measures miner capitulation and recovery cycles, also flashed a buy signal in late July, reinforcing the case for continued strength in network fundamentals.Price vs. Energy: Time Is Running Out?Still, the Energy Value model also comes with a caution: when Bitcoin price rises too rapidly without a corresponding increase in energy input, the market has historically reverted back to its energy-based valuation.“Consistent energy input represents a balance between supply and demand,” Capriole notes. “When speculation causes skyrocketing prices without increased energy input, price has historically collapsed back to Energy Value.”With some analysts predicting the current Bitcoin bull cycle could peak within the next few months, the window to reach the $167K fair value estimate may be limited — unless further institutional flows, ETF momentum, or macro tailwinds accelerate price appreciation in line with network expansion.

Key Takeaways:Bitcoin retests $117K as traders eye breakout, but macro headwinds remain.Ethereum sees record address activity and rising prices — but momentum appears narrative-driven.Trump’s pro-crypto signals (401(k) access, gold push) offer sentiment support, but with limited market impact so far.Both BTC and ETH are nearing key technical resistance levels with compressed volatility.Bitcoin and Ethereum are inching toward critical breakout levels, fueled by a mix of technical setups, political shifts, and speculative momentum — but whether these catalysts are enough to spark sustained rallies remains in question.According to a new report from 10x Research, Bitcoin’s sharp rebound toward the $117,000 mark has reignited short-term bullish sentiment, but the underlying market context still shows compressed volatility and a seasonally weak backdrop. The rally, they warn, may be more reactive than structural.On the policy front, recent moves by former U.S. President Donald Trump — including proposals to allow crypto in 401(k) retirement accounts and a renewed focus on gold — have stirred interest among macro-focused investors. However, market reaction so far has been muted, suggesting these narratives are not yet driving large inflows.Ethereum, meanwhile, is showing signs of internal strength, with record address activity and rising prices. But the surge appears to be propelled more by sentiment than fundamentals, with ETH still lacking a decisive macro or regulatory catalyst.Technically, both BTC and ETH are now testing long-term resistance levels. Ethereum is nearing the top of a multi-year pattern, and Bitcoin is pushing against levels that have previously triggered sharp reversals. With volatility still compressed, any breakout — or rejection — could be swift and significant.

8-8-2025 – BlackRock’s participation in Ripple’s upcoming Swell 2025 conference has intensified speculation about a potential XRP ETF filing, though the asset manager has not announced any official plans. A senior BlackRock executive will speak at the November event alongside Ripple CEO Brad Garlinghouse and Nasdaq CEO Adena Friedman, marking increased institutional engagement with XRP. The [. source: https://www.cointrackdaily.com/blackrock-executives-swell-2025-appearance-sparks-xrp-etf-rumors/

قال فيتاليك بوتيرين إن الشركات العامة التي تشتري وتحتفظ بعملة الإيثر تسهم في توسيع نطاق وصول الرمز إلى قاعدة أوسع من المستثمرين، لكنه حذّر في الوقت ذاته من الإفراط في استخدام الرافعة المالية. source: https://ar.cointelegraph.com/news/vitalik-buterin-backs-eth-treasury-firms-despite-leverage-concerns?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

President Trump moves to block discriminatory banking practices targeting the digital asset industry. source: https://atlas21.com/trump-signs-executive-order-against-crypto-industry-debanking/?utm_source=rss&utm_medium=rss&utm_campaign=trump-signs-executive-order-against-crypto-industry-debanking

According to BlockBeats, DeFi platform Credix is suspected to have deactivated its X account. This development follows a recent security breach reported on August 4, where Credix's administrator account was compromised. The attack resulted in an estimated loss of approximately $4.5 million. The breach involved the unauthorized minting of acUSDC tokens, which are not backed by real assets, under the Credix Market Sonic USDC.

Key Takeaways:Whale moved 1,383 ETH (~$5.39M) to a centralized exchange after 8 months of inactivity.Onchain data shows a realized profit of $4.32M.Whale previously withdrew 2,768 ETH and still holds 1,384 ETH.A previously inactive Ethereum whale has reemerged, depositing 1,383 ETH—valued at approximately $5.39 million—into a centralized exchange (CEX) after eight months of dormancy, according to blockchain analytics platform Onchain Lens.The wallet, which had remained silent since a major withdrawal in late 2024, is estimated to have realized a profit of around $4.32 million through this latest transaction. Prior to this deposit, the whale had withdrawn 2,768 ETH (worth about $6.45 million at the time) and currently retains a balance of 1,384 ETH—also worth around $5.39 million based on recent prices.The move highlights renewed activity among long-dormant ETH holders, a trend that often precedes volatility in Ethereum markets as large wallets reposition or exit.

The company quietly added 108 BTC in the second quarter, lifting its holdings to 8,692 BTC — now valued among […] The post Block Boosts Bitcoin Holdings as Q2 Profits Smash Expectations appeared first on Coindoo. source: https://coindoo.com/block-boosts-bitcoin-holdings-as-q2-profits-smash-expectations/

XRP surged 11. 4% in the past 24 hours to $3. 33, adding more than $20 billion to its market capitalization overnight … Continue reading The post XRP adds $20B in a day as Ripple v. source: https://finbold.com/xrp-adds-20b-in-a-day-as-ripple-v-sec-case-officially-ends/

并购本身不会创造飞轮，如果你不是用户的起点、不是他们的习惯、不是他们的界面，那无论你捆绑了多少功能，用户也不会随你而去。

Ventuals、Zoshi和FreeStock等项目正在探索私募股权代币化的不同路径。

Binance has launched instant euro withdrawals to Mastercard for users in Europe and the UK, making it faster and easier to access crypto funds. The feature supports direct transfers from crypto sales or euro balances and is expected to expand to more currencies and regions.

AB DAO announces that AB officially went live on Kraken on August 7, 2025. Users can now deposit AB and place post-only limit orders (orders will not match yet). Full trading will begin on August 8, 2025, when the AB/USD and AB/EUR pairs go live, allowing purchases directly in U.S. dollars and euros.

Ripple is buying Canadian payments firm Rail for $200 million to grow its stablecoin business and speed up cross-border payments. The deal is set to close later this year, pending approval from regulators.

The SEC and Ripple have dropped their appeals, ending the long XRP lawsuit and letting the 2023 mixed ruling stand. XRP’s price jumped over 10% after the news, and Ripple will now focus on growing its business and moving forward.

U.S. senators sound the alarm on DeepSeek, a Chinese model accused of spreading dangerous content and enabling foreign surveillance.

特朗普改写401(k)规则，为9000万储蓄者打开私人市场大门。

香港RWA注册平台+稳定币立法，正在重新定义“资产”与“货币”的关系，更折射出香港在全球Web3.0浪潮中重构金融基础设施、重夺金融话语权的雄心壮志。

DeFi,7张图看懂2025年DeFi现状 金色财经,当前DeFi市场状况以及趋势