The cryptocurrency market is demonstrating a strong stance against a wave of selling led by tech giants, particularly Nvidia’s 4.8% decline. Bitcoin (BTC) has established itself near the $65,000 mark with its performance since the weekend, boosting investor sentiment by gaining 4% since Friday. While the Nasdaq index remained flat with support from giants like Apple and Google, Bitcoin’s divergence is drawing significant attention.

LMAX Group strategist Joel Kruger describes digital assets beginning to decouple from traditional risk assets as an “encouraging” step. Kruger argues that for the Bitcoin price, breaking the $67,300 level could end the stagnation that has lasted for months. On the Ethereum (ETH) side, the ETH/BTC ratio reaching a three-month high stands out as another factor supporting general market optimism.

Critical Resistance and Retracement Risks for Bitcoin

However, not every analyst is equally optimistic about this rally. Nansen analyst Nicolai Sondergaard points out that there is no strong buyer base behind the rally, and the decline in open interest data indicates that investors are acting cautiously. Despite approximately 9,000 (BTC) flowing out of exchanges last week, Sondergaard warns that if the selling pressure in order books continues, the price could retreat to the $52,000 to $58,000 range.

Fed and Inflation Data to Drive Market Volatility

The biggest test for crypto assets this week will be the busy macroeconomic calendar. Wednesday’s Fed interest rate decision and Thursday’s core PCE inflation data will determine the market’s medium-term direction. Additionally, earnings reports from tech giants like Microsoft and Amazon, along with approximately $14 billion in option contracts set to expire on Friday, have the potential to increase volatility for Bitcoin.

Bitcoin Shows Resilience Despite Nvidia: Critical Divergence Near the $65,000 Mark isimli makale Selim Kuşçu tarafından hazırlanmış ve koinbulteni.comda yayınlanmıştır.

Price fluctuations in the cryptocurrency markets over the past year have caused a widening gap between the fundamental data of blockchain networks and market sentiment. According to the first quarterly staking report prepared by Bitwise, although networks have become busier and cheaper than ever, the native assets of these projects have significantly declined compared to a year ago. The reduction in transaction costs and more accessible block space have increased user activity while leading to a decrease in protocol revenues.

Bitwise Onchain Research Manager Kam Benbrik stated that despite the drop in prices, on-chain data shows that the networks are strengthening. In particular, updates to network designs have allowed transactions to be carried out more economically. However, while this situation has caused network revenues to decline, it proves that institutional interest has not waned.

Staking Rewards and Dilution Risk for Investors

One of the most notable elements in the report was the source of staking yields. A large portion of staking rewards—which are 2.84% annually for Ethereum and 6.25% for Solana—comes from new token emissions rather than network fees. 93% of Ethereum rewards and more than 90% of Solana rewards consist of newly minted tokens. This means that investors who do not stake their assets face a dilution risk due to inflation.

Institutional investors’ interest in the staking ecosystem continues to grow rapidly. 40.2 million ETH, equivalent to one-third of the total supply, is currently staked. On the institutional side, Bitmine stands out as the largest treasury in this field, staking 4.9 million of its approximately 5.8 million ETH assets. Large players, such as ETFs and corporate treasuries, have begun to use liquid staking solutions more actively to both generate yield and support network security.

Shock Report on Three Major Altcoins: Prices Plunge 50% While Networks Hit Record Highs isimli makale Selim Kuşçu tarafından hazırlanmış ve koinbulteni.comda yayınlanmıştır.

A staple for crypto investors for years, these contracts with no expiration date have now begun appearing in regulated U.S. markets. Following approvals for platforms like Kalshi and Coinbase (COIN), this financial product is expected to expand beyond digital assets like Bitcoin (BTC) to traditional commodities such as gold and silver. However, traditional finance giants are closely monitoring the process to determine whether this trend represents a permanent shift or a temporary retail craze.

According to Bank of America data, this market—boasting an annual volume of approximately $90 trillion—holds mouth-watering potential for Wall Street. The fact that contracts offered by Kalshi exceeded $1 billion in trading volume in their first week is seen as concrete evidence of institutional interest. The heavy data flow and complex charts at professional trading desks demonstrate how meticulously the process of integrating such high-volume products into institutional systems is being handled.

Why Are Wall Street Giants on the Sidelines?

Major banks are in no rush to enter this space due to strict capital rules and reputational risks. Conversely, market makers trading with their own capital and private trading firms are at the forefront, testing new opportunities. Full involvement from banks is expected once the infrastructure matures, open interest data stabilizes, and the legal framework becomes clear.

Uninterrupted Trading and Risk Management

The greatest advantage of perpetual futures is their ability to offer price discovery and risk management even on weekends when traditional markets are closed. Capable of being traded 24/7, these contracts allow for instantaneous reactions to global events. However, during this process, issues such as how the contracts will be legally classified and liquidity depth remain at the center of discussions between regulators and exchanges.

Industry representatives predict that capital will flow into this area once demand reaches sufficient levels. For now, major players prefer to stay on the sidelines, waiting for liquidity and infrastructure to mature.

$90 Trillion Crypto Product Hits Wall Street: Giant Banks on High Alert isimli makale Fatih TAŞDEMİR tarafından hazırlanmış ve koinbulteni.comda yayınlanmıştır.

Holding the world’s largest institutional Ethereum treasury, Bitmine (BMNR) consolidated its market presence with a massive purchase last week. The company purchased an additional 9,946 ETH worth approximately $19.4 million, bringing its total reserves to 5,787,414 ETH. This massive accumulation, reaching $11.2 billion based on current market value, equates to approximately 4.8 percent of Ethereum’s total supply. The company’s steady acquisition strategy shows it is one step closer to its long-term goal of 5 percent supply ownership.

Ethereum and Bitcoin Ratio Guides the Market

The company’s Chairman of the Board, Tom Lee, stated that Ethereum’s performance against Bitcoin (BTC) is a critical indicator reflecting investor appetite. Lee pointed out that the ETH/BTC ratio reached its highest level in three months, hitting the 0.3000 level. Despite uncertainties regarding the CLARITY Act expected to be passed in 2026, the continued rise in this ratio is interpreted as a sign that the market has entered a general recovery phase.

Gaining 24 percent in value over the past month, Ethereum outperformed Bitcoin’s 8 percent increase and reached a 10-week high. According to technical analysis data, critical resistance points for the price lie at the $2,000 and $2,500 levels. These steady institutional purchases and the strengthening ratio indicate that market sentiment has turned positive for Ethereum investors and that the leading altcoin is beginning to dominate the market.

Tom Lee: ETH/BTC Ratio at 3-Month Peak Signals Strengthening Crypto Market isimli makale Selim Kuşçu tarafından hazırlanmış ve koinbulteni.comda yayınlanmıştır.

Focusing on the tokenization of real-world assets, Ondo Finance introduced its new structure called Ondo Network to increase transaction speeds and improve user experience. The company’s CEO, Ian De Bode, described this new network as an “evolution” of the previous Ondo Chain initiative, stating that the system offers both the speed of centralized exchanges and the asset control advantages provided by decentralized structures.

Although the company initially planned to build a full blockchain, it realized during the development process that the primary bottleneck was in the execution phase rather than consensus. Unlike traditional blockchains, Ondo Network separates the execution process from consensus and verification. Thanks to this architecture, privacy is maintained by default while transactions reach speeds that rival centralized exchanges. While asset transfers are currently finalized on Ethereum, the goal is to support other public blockchains in the future.

A New Era in RWA Investments: Ondo Perps

The first application on the network, Ondo Perps, allows users to trade 24/7 perpetual futures based on stocks and commodities. Tokenized real-world assets can be used as collateral on the platform. This innovative structure sets a new standard for liquidity and accessibility for RWA investors. Attracting attention with its corporate identity, which also stands out in the visual, Ondo aims to bring financial markets on-chain with this technological infrastructure.

The role of the ONDO token does not change with this shift; the token continues to be the governance and incentive hub of the ecosystem. As the network becomes more decentralized, the influence of ONDO holders on decision-making processes will increase. Currently trading at approximately the $0.40 level, ONDO (ONDO) ranks among the largest projects in the cryptocurrency world with a market cap approaching $2 billion.

RWA Giant Ondo Finance’s Strategic Transformation: Bringing Centralized Exchange Speed to the Blockchain via Its New Network isimli makale Fatih TAŞDEMİR tarafından hazırlanmış ve koinbulteni.comda yayınlanmıştır.

One of the popular meme coin projects, Shiba Inu (SHIB), has excited its investors by gaining 37% in value over the last two days. However, the fact that the price gave back some of these gains following this sharp rise brought significant signals in on-chain data. According to data shared by Santiment, 52 large whale transactions took place in a single day while the rally was ongoing, reaching the highest level seen since March 31. This situation clearly demonstrates that large investors viewed the rally as a profit-taking opportunity.

Retail Investors Caught in the FOMO Effect

While whales were reducing their positions, social media interest from small investors peaked just as the rally began to fade. The social dominance rate climbed to 0.084%, reaching its highest point since April 2. Data shows that retail investors, acting on the “fear of missing out” or FOMO, entered the market toward the end of the surge. This implies that these late-arriving investors provided exactly the liquidity whales needed to cash out their holdings.

The Importance of Tracking Whale Movements

Santiment analysts emphasize that investors, especially in meme coin markets, should act more strategically instead of getting caught up in social media hype. Experts state that it could be more profitable to take profits when excessive optimism and FOMO increase on social media, and to buy back when the community loses confidence in the project and begins negative discourse.

As seen in the SHIB example, tracking sudden spikes in whale transactions and social media metrics plays a critical role in determining the market peak. Correctly reading exit signals from large investors can prevent retail investors from becoming a source of liquidity at peak points. Therefore, it is of great importance to analyze price movements not just through charts, but together with on-chain data such as social media dominance and wallet movements.

Shiba Inu Whale Alarm Following 37% Rally: 7-Month Record Shattered isimli makale Fatih TAŞDEMİR tarafından hazırlanmış ve koinbulteni.comda yayınlanmıştır.

The crypto world has entered a process of major transformation with the shutdown announcements of prominent exchanges like BitMEX and BitMart within the last week. Liquidity, which has been distributed among hundreds of exchanges for years, is now concentrating in specific hubs due to tightening regulations and increasing institutional participation. This situation is considered the clearest sign that the sector has transitioned into an era of “fewer but more significant” giants.

CryptoQuant data shows that Binance is at the heart of this structural transformation. Bitcoin (BTC) reserves on Binance recovered to surpass the 655,300 level despite fluctuations throughout the year. At a time when the price is hovering around $64,700, the fact that reserves remain high proves that liquidity is flowing toward the world’s largest exchange. This accumulation supports not only selling pressure but also ETF arbitrage, derivatives trading, and institutional custody activities.

Liquidity Migration in Crypto Exchanges and the New Era

These closures in the sector are not isolated incidents; rather, they represent the market’s evolution into a more transparent structure that aligns with institutional standards. As smaller platforms are crushed under high compliance costs, capital is concentrating in giant exchanges that offer trust and liquidity. This process helps the market establish a more resilient and professional foundation.

In the coming period, investors need to closely monitor not only Bitcoin price movements but also which platforms are accumulating liquidity. These shifts in exchange reserves provide much deeper insights into the future direction of the market than price charts alone. It is now crucial to be prepared for a market structure dominated by fewer, yet larger and more transparent, exchanges.

Two Giant Crypto Exchanges Shut Down: Liquidity Migration Drives Binance Reserves to Peak Levels isimli makale Selim Kuşçu tarafından hazırlanmış ve koinbulteni.comda yayınlanmıştır.

Liquid staking protocol Lido has launched its largest infrastructure move since the V2 update in 2023. This massive operation, covering approximately 8 million staked ether (stETH), aims to reduce the total number of validators on the Ethereum network by one-third. This move will provide a more robust structure by easing the background transaction load of the network.

An Era of Efficiency on the Ethereum Network

With this update, Lido is migrating professional node operators to the Curated Module v2 (CMv2) system. In the new system, operators will be required to lock their own ETH assets as collateral for the first time to guarantee their performance. This brings a more secure model where financial responsibility is added to the previous reputation-based system.

This technological transformation will streamline the network structure, which resembles a complex and powerful processor architecture. Attestation messages on the Ethereum network are expected to decrease by approximately 29 percent per epoch. While this will not directly lower transaction fees, it will significantly improve the network’s overall performance and synchronization speed.

Operators and Reward Rates

While all 34 existing operators are expected to transition to this new system, it is anticipated that the collateral requirement will not lead to operator loss. A minor decrease of approximately 0.28 percent in annual staking rewards may occur during the transition process. However, this process is seen as a critical step for the long-term sustainability and security of the Ethereum ecosystem.

Validators will continue to earn rewards until they exit the system. This massive migration, in line with Ethereum’s future scalability goals, will create a more efficient operating environment by reducing complexity in the network’s consensus layer.

Lido Pulls the Trigger: Massive $16.5 Billion Operation to Lighten Ethereum’s Network Load isimli makale Selim Kuşçu tarafından hazırlanmış ve koinbulteni.comda yayınlanmıştır.

The cards are being reshuffled in the tech world; Nvidia and 36 companies, including Microsoft, IBM, and SpaceXAI, have united under the Open Secure AI Alliance. This move comes especially after last week’s data breach on the Hugging Face platform and increasingly complex attacks targeting cryptocurrency protocols. Unlike closed models, the alliance aims to develop transparent and auditable security tools.

Alliance members have begun offering tangible tools to strengthen defensive walls. Nvidia released the NOOA framework, which simplifies testing AI behaviors; Microsoft shared the MDASH system, which detects errors. Meanwhile, SpaceXAI supported the process by open-sourcing its coding-focused Grok Build tool. These tools will serve as a digital shield against the malicious use of AI.

AI Shield for Crypto Protocols

Last week, the theft of more than 35 million dollars in assets from AFX, Verus, and the Bitcoin (BTC) scaling network B² revealed the scale of the danger in the crypto world. Attackers exploited secure control mechanisms using multi-step and complex methods in which AI is becoming increasingly proficient. Unlike traditional cyberattacks, this new line of defense is vital for developers since funds drained from smart contracts are irreversible.

A striking detail was the exclusion of giants like OpenAI, Google, and Anthropic from this alliance. The fact that closed models cannot distinguish between attackers and defenders during an attack and hinder investigations has increased the importance of open-source models. Nvidia emphasizes that when defenders cannot examine the AI within their own infrastructure, the speed of intervention is limited. This situation creates a new front in the tech world’s “open vs. closed model” battle.

Nvidia and 36 Giants Form AI Security Alliance Without OpenAI: $35 Million Crypto Heist Heightens Concerns isimli makale Selim Kuşçu tarafından hazırlanmış ve koinbulteni.comda yayınlanmıştır.

In Bangkok, Thailand’s financial center known for its modern skyline, a legal battle that has shaken the cryptocurrency world has begun. The Thailand SEC alleged that local crypto exchange Bitkub and two of the company’s former executives concealed a massive cyberattack that occurred in 2021 from regulatory authorities. The agency claims that the exchange and its executives misled the public and auditors by falsifying documents.

According to detailed investigations, 16 different digital assets were stolen as a result of a security breach that took place in May 2021. The total value of these assets is reported to be approximately 1.7 billion baht, or around $50 million. The SEC maintains that reports prepared during that period did not reflect the truth and that the scale of the attack was intentionally hidden.

Serious Allegations Against Bitkub and Its Executives

Within the scope of the investigation, former directors Sakolkorn Sakavee and Thaweesap Rawan are alleged to have covered up the facts instead of protecting the company and investors. The SEC emphasized that while losses were somehow compensated at the time, irregularities and false statements in the reporting process constitute a crime. The case file, submitted to the Economic Crime Suppression Division (ECD), has paved the way for a difficult period for the exchange.

With a daily trading volume exceeding $500 million, Bitkub is Thailand’s largest trading platform. While company officials have not yet made an official statement, the case is expected to turn into a public prosecution following the police investigation. This development once again demonstrates how much cryptocurrency regulations and oversight mechanisms in the region have tightened.

$50 Million Shock for the Country’s Largest Crypto Exchange: Hidden Hack Results in Criminal Complaint Years Later isimli makale Fatih TAŞDEMİR tarafından hazırlanmış ve koinbulteni.comda yayınlanmıştır.

Securitize, a pioneer in the digitalization of assets, has added another milestone to its regulatory steps. The company’s subsidiary, Securitize Capital, has officially registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC). This move stands out as a critical piece completing the broad range of licenses the company already holds, including broker-dealer, alternative trading system (ATS), transfer agent, and fund management services.

The warnings issued by SEC Commissioner Hester Peirce last week make the timing of this license even more significant. Peirce noted that cryptocurrency vaults and lending strategies could be subject to investment advisory regulations depending on their structure. Securitize, with this new license, aims to provide its institutional partners with an end-to-end legal infrastructure while minimizing regulatory risks.

Legal Assurance in Institutional Tokenization Move

The company serves as the issuer and infrastructure provider for large-scale projects such as BlackRock’s BUIDL fund and VanEck’s VBILL fund. In particular, permitted lending vaults where VanEck’s fund can be used as collateral are seen as the key to institutional adoption. According to current data, the total value of assets held in such curated vaults has reached the $8.6 billion level.

Securitize, which went public earlier this month under the ticker (SECZ), is also affected by market volatility. Although the company’s share price lost approximately 40 percent of its value throughout July, partnerships established with Wall Street giants keep long-term confidence fresh. The company continues to solidify the bridge between traditional finance and blockchain by continuing to design technical infrastructure for tokenized securities trading with the New York Stock Exchange.

Critical Move from BlackRock and VanEck’s Tokenization Partner: Secures SEC License isimli makale Selim Kuşçu tarafından hazırlanmış ve koinbulteni.comda yayınlanmıştır.

As the boundaries between the cryptocurrency ecosystem and traditional finance blur, recent developments on the platform reveal a fundamental shift in investor behavior. Real stock trading collateralized by USDT, launched on June 1, 2026, has enabled users to access global markets without the need for traditional brokers. With this new era, crypto investors are seen structurally reshaping their portfolios.

When examining the 30-day data ending July 25, stock trading volume showed a massive increase of over 350%. During the same period, precious metals volume saw a 48% decline, while oil volume dropped by 16%. This proves that rather than seeking a “flight to safety,” investors are shifting their capital into the newly offered stock basket. The fact that the volatility correlation—which expresses the similarity in the speed of price changes between assets—remains positive at 0.59 supports the idea that this rotation is not defensive in nature.

Structural Transformation and Diversification in the Stock Market

While trading volume was initially heavily concentrated on a single asset, SPCX, market leadership has spread across a wide range as the product matured. GOOGLX led the way with 506% growth, while AMZNX and COINX recorded increases of approximately 300%, and MSTRX and INTC saw rises of over 220%. Meanwhile, TSLAX maintained its place among the highest-volume assets with a 129% increase.

According to Gate.com’s second-quarter report, the number of users exceeding 58 million demonstrates the immense liquidity of this ecosystem. The rapid adoption of the traditional finance segment confirms that cryptocurrency platforms have now become a primary destination not just for digital assets, but for all financial instruments. The data reveals that the ability for users to access US stocks without using a traditional broker has permanently altered capital allocation models on the platform.

Crypto Investors Shift Course: Stock Volume Explodes 350% on Major Platform isimli makale Fatih TAŞDEMİR tarafından hazırlanmış ve koinbulteni.comda yayınlanmıştır.