Bitcoin just hit a new all-time high of $111K, marking seven consecutive green weeks. Since the products launched last year, spot-BTC ETFs have already taken in $40B+, including $4B just this May, with only 2 days of outflows. We're witnessing institutional capital allocation at

Bitcoin has surged 33% over the last 60 days, now sitting above $110K. Circulating market cap is up 25% to $2.16T, while trading volume climbed 20% to nearly $30B. Turnover metrics are lagging – suggesting HODLing behavior dominates. Via Focal

Trump Media announces a $2.5B Bitcoin Treasury deal Details via Focal

Allocating my 401k into WIF Details on the US Department of Labor officially rescinding 2022 guidance to exercise extreme caution regarding crypto in 401(k)s – via Focal

Santander Bank, the largest bank in Spain by market cap, is developing a stablecoin. This follows many other Santander initiatives in crypto, including founding a consortium to create a blockchain backed by central bank funds. Viva España 🇪🇸🇪🇸🇪🇸 Details via Focal

AI token momentum has cooled from its peak in December 2024, with market caps across $NEAR, $FET, and $ICP trending downward into June. Despite recent bumps, sustained outperformance remains elusive as attention shifts to newer narratives. Via Focal

Circle’s IPO closed at $83.23 – up 168% from its $31 IPO price. That pushed its market cap to $16.7B, nearly 3x the $6.1B valuation it priced at. Strong signal of public market demand for crypto equity exposure. Details via Focal

Stablecoin supremacy remains clear. Tether leads with $162B in supply – more than 2x the next biggest player, Circle. Meanwhile, a long tail of emerging issuers (Ethena, PayPal, Usual, etc.) hints at a fragmented future. But for now, it's a two-horse race. Chart via Focal

Flows flip fast. BTC saw major inflows on June 3 after a sharp outflow the day prior – but gave it all back by June 5. ETH, meanwhile, stayed steady throughout the week. Less volatility, but also less conviction. Chart via Focal

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BTC sentiment topped out May 22 with its $110K breakout. ETH followed with a 32.5 sentiment peak post-Pectra upgrade. SOL and XRP had early moves – staking and ETF catalysts – but haven’t kept pace since. Via Focal

BTC ETF inflows have totaled $11.2B this year, averaging $97.6M/day – and the chart says it all. Despite short-term volatility (GBTC, FBTC outflows), demand remains strong, led by IBIT’s $13.4B dominance. Via Focal

Token sentiment this month: 🟦 $EIGEN leads with a sentiment breakout after EigenCloud launch + a16z backing 🟩 $FART going strong – Coinbase listing fueling retail buzz 🟥 $TAO sentiment strong until this past week Via Focal

BTC ETF overall sentiment remains bullish with $32.8B in net inflows since June 24, 2024. IBIT dominates the pack, averaging $133.9M/day. Via Focal

7/15: ETF Flows 💰 BTC ETFs saw strong inflows, led by BlackRock’s IBIT with $416.3M, while GBTC and FBTC saw outflows, resulting in a net BTC ETF flow of $403.1M. 💰ETH ETFs gained momentum, with ETHA pulling in $171.5M and total net ETH ETF flows reaching $192.3M. Via Focal.

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