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🚀 What will trigger the next major Bitcoin bull cycle? CryptoQuant CEO has just revealed

🟡 CryptoQuant: The new bull cycle will be different

CryptoQuant CEO Ki Young Ju believes Bitcoin still has the potential to enter a powerful, parabolic-style bull cycle, but this time the drivers will be vastly different from previous cycles. According to him, as the size of the Bitcoin market keeps growing, the amount of capital required to push prices higher is also far greater.

📊 Returns have dropped sharply

Ki Young Ju cites an example: in 2011, about $2.7 billion in new capital helped Bitcoin surge by up to 55.436%. In the current cycle, even with around $69.7 billion in inflows, Bitcoin’s increase is only 689%. This shows that Bitcoin is no longer as easy to push sharply higher just thanks to small, retail-style flows like before.

🏦 Institutions could be the key

Ki Young Ju says the next major bull run will depend on large-scale capital flows from institutions. If Bitcoin attracts more than $1 trillion in new capital and is treated as a strategic asset within the global macro system, the likelihood of a strong bull cycle still remains.

🔥 Santiment reveals the top crypto projects with the strongest development activity in the past 30 days

🟡 MetaMask USD leads by a wide margin

According to new data from Santiment, MetaMask USD (mUSD) is the project with the most prominent development activity over the past 30 days, scoring 556.77 points. This figure is significantly higher than the rest, indicating that mUSD has a very strong update pace and technical contributions.

🚀 Ethereum ranks #2, Hedera enters the top 3

Ethereum (ETH) ranks second with 313.17 points, continuing to demonstrate a strong position within the group of projects with active development ecosystems. Hedera (HBAR) ranks third with 121.97 points, although HBAR’s ranking has fallen compared to earlier.

📊 The Top 10 also includes many big names

The list also features Chainlink, Internet Computer, Polkadot, Kusama, Starknet, Aptos, and Decentraland. Among them, ETH, ICP, DOT, KSM, STRK, APT, and MANA all climbed in rank, while Hedera and Chainlink dropped in rank.

🔥 Arthur Hayes sparks a stir when calling XRP and ADA “trash”, crypto community erupts

🟡 Hayes: ADA and XRP survive thanks to a strong community

Co-founder of BitMEX Arthur Hayes has just made quite harsh remarks about Cardano (ADA) and Ripple (XRP). According to him, both projects do not create clear products or underlying value, yet they still maintain their position thanks to a large and loyal supporting community.

📌 Cardano can still last long

Hayes believes ADA is likely to remain in the top 50 cryptos by market capitalization over the next 15 years. The reason is that Cardano has existed long enough, has previously surged in price, and helped many in the community profit—thereby forming a resilient group of supporters.

🔥 Harsh criticism of development progress

As for Cardano, Hayes says the project “promises a lot but doesn’t do anything truly significant.” He added that ADA once had good tokenomics, but when it comes to smart contracts and real-world progress, it is “almost 0”.

550,000 BTC moved to Binance and OKX, the market worries about selling pressure

📥 BTC exchange inflows surge

Crypto analyst Darkfost said that around 550,000 BTC has recently been deposited onto the two exchanges Binance and OKX.
This is considered the largest amount of BTC flowing onto exchanges since the 2023 bear market, with an estimated value of about $33 billion at current prices.

🏦 Binance and OKX see large inflows

According to shared data, more than 220,000 BTC was transferred to Binance, while more than 330,000 BTC was sent to OKX.
These figures are significantly higher than the exchanges’ average levels over the past year: roughly 60,000 BTC for Binance and 95,000 BTC for OKX.

📉 Selling sentiment is stronger

Bitcoin trading sideways within a narrow range since February, then dropping below the $60,000 zone, is believed to have made investors more cautious.
Typically, large BTC inflows to exchanges can raise concerns about the likelihood of sell-offs.

⚠️ The market remains quite sensitive

Darkfost believes current sentiment is quite fragile, as investors are worried about missing out on the rebound while also fearing that prices may continue to fall.
In the near term, whether BTC inflows to exchanges continue or not will be an important signal for the market.

CZ reveals the reasons why Bitcoin and altcoins crashed across the board

📉 Crypto is falling not for just one reason

Binance founder Changpeng Zhao (CZ) believes that the sharp drop in the crypto market in the first half of 2026 cannot be attributed to a single factor.
According to him, elements such as geopolitical tensions, capital flowing into the AI sector, and the familiar four-year market cycle all contribute to putting pressure on Bitcoin and many other crypto assets.

₿ Bitcoin plunges after setting a peak

Bitcoin previously hit an all-time high of $126,000 in October last year, but then lost about 50% of its value.
BTC at one point traded around $89,000 in early in the year, rebounded above $96,000, and then continued to drop into the $60,000 range.

🤖 AI draws hot money away from crypto

CZ says AI is attracting a portion of “hot money,” creating short-term pressure for crypto.
However, he still believes the crypto industry will continue to grow in the long run as trading volume and fintech demand expand.

⚖️ U.S. regulation remains a point to watch

On regulation, CZ assesses bills such as the Clarity Act as important, but not the only factor determining the industry’s future.
He also believes that if the U.S. delays, other countries may move ahead in building a legal framework for crypto.

Robert Kiyosaki: Gold is entering a rising cycle toward 35,000 USD after his latest purchase

🥇 Kiyosaki says gold could be entering an uptrend

Rich Dad Poor Dad author Robert Kiyosaki said gold prices rose by 62 USD after he bought in one day earlier.
He believes gold may be entering a new upswing, while reiterating Jim Rickards’ very optimistic forecast that gold could reach 35,000 USD in the future.
📊 Investors are advised to learn technical analysis
Kiyosaki stressed that this is not just a story about price forecasts, but also a lesson in technical analysis.
According to him, retail investors should learn how to read charts, understand trends, and assess the timing of a purchase, because these skills require years of practice.
₿ Bitcoin still falls under the defensive-asset group
Besides gold and silver, Kiyosaki continues to track Bitcoin and Ethereum as assets that help hedge risks from public debt, inflation, and the weakening of the US dollar.
He also advises investors to do their own research rather than follow the crowd.

TRON sets a new record with 3.93 million active addresses per day, surpassing Solana and Ethereum

🚀 Network activity reaches a new high

According to data from Tronscan, TRON recorded 3.93 million active addresses in a single day, the highest level ever.
It is believed that this figure exceeds the daily active address counts of BNB Chain, Solana, and Ethereum during the mentioned period.
💵 Stablecoins are the main driver
Notably, TRON’s growth is mainly driven by the transaction economy revolving around stablecoins, especially the demand for fast transfers and low fees.
This helps TRON continue to play an important role in on-chain payments, rather than being assessed only by TVL or developer activity.
⚠️ Sustainability still needs to be monitored
Although these numbers indicate strong demand for network usage, the market still needs further confirmation from on-chain data, liquidity, and price reaction.
If the trend holds, TRON may continue to attract attention among blockchains built for stablecoin payments.

Altcoin rises after development team announces it will stop issuing new tokens this year

🚀 S surges strongly after news eases inflation pressure

S token from Sonic Labs jumped 17.7% after the project confirmed it will not carry out plans to issue additional tokens this year.
According to current tokenomics, Sonic is expected to mint about 47.6 million S per year to fund network growth. However, the team said the first allocation round took place on 18/6/2025 and no new tokens will be minted this year.
🛡️ The validator dilemma still needs to be solved
Sonic Labs said it is researching the possibility of fully removing S supply inflation.
The biggest challenge right now is how to maintain validator rewards to ensure network security without continuing to issue more tokens.
⚠️ Market sentiment remains sensitive
Sonic has close ties with Andre Cronje, a prominent figure in DeFi. After Fantom rebranded to Sonic and the developments around Cronje caused fluctuations, investor confidence previously faced significant pressure.

Cathie Wood believes Bitcoin could soon return powerfully, and here’s why

🌍 Capital seeks refuge

ARK Invest CEO Cathie Wood believes that amid growing geopolitical and monetary uncertainty, capital leaving some countries could become a new driver of upside for Bitcoin and digital assets.
According to her, investors are increasingly looking to protect their assets and diversify beyond borders—especially as confidence in the fiat currency system comes under mounting pressure.
🤖 AI does not replace crypto’s role
Wood acknowledges that AI is a major focus in the market and is attracting significant liquidity. However, she argues that AI cannot replace the unique role of digital assets in the global macro environment.
₿ Bitcoin as a “hedge” tool
According to Cathie Wood, Bitcoin holds a special position due to its global nature, ease of transfer, and ability to store value.
She believes demand for alternative assets like BTC could remain strong if economic and political instability persists.

Ripple CEO criticizes the fundraising approach used to buy more Bitcoin

⚠️ Garlinghouse targets Saylor’s strategy

Ripple CEO Brad Garlinghouse criticized how Michael Saylor’s Strategy uses financial instruments to continue buying Bitcoin.
In response to CNBC, Garlinghouse said that “financial engineering does not create long-term value.” In his view, the sustainable value of digital assets must come from practical applications and utility, rather than just raising capital to buy more assets.
📉 STRC seen as a warning sign
Garlinghouse pointed to Strategy’s preferred stock STRC, which is trading about 25% below its $100 par value.
STRC has a cumulative dividend obligation of 11.5% per year and is used by Strategy to fund Bitcoin purchase deals.
₿ Still optimistic about Bitcoin long-term
Despite criticizing Strategy’s model, Garlinghouse said he remains optimistic about Bitcoin in the long term.
According to him, the issue lies in how Strategy implements it, not in Bitcoin itself.

Bitcoin has dropped into the "Bitcoin is dead" zone on the Rainbow Chart

🌈 Extreme signals from the long-term model

Bitcoin has fallen below the lowest range of the Bitcoin Rainbow Chart, entering the purple area labeled "Bitcoin is dead". This zone rarely appears in the model's history, typically associated with extremely panicked market phases and undervaluation.
📉 Buy signal or outdated model?
Some observers believe that BTC entering this zone could be a bottom signal, similar to the 2022 phase when Bitcoin dropped to around 15,000 USD and then made a strong recovery. However, many experts caution that the Rainbow Chart should only be viewed as a sentiment indicator, not a precise forecasting tool.
⚠️ The market has changed significantly
Factors such as ETF money flow, large institutions, derivatives, and macroeconomic conditions now have a stronger impact on Bitcoin's price. According to Ryan Lee from Bitget, the current zone indicates weak sentiment, but it's not certain that BTC will set a new bottom. Still, the scenario of dropping to the 50,000 USD range cannot be ruled out.

21Shares forecasts Bitcoin could hit $100,000 by year-end

₿ BTC still stuck after a major dip

After reaching around $82,000 in May, Bitcoin plummeted quickly below $60,000 in just a few days.
Although it has made a slight recovery, BTC is currently mostly hovering around the $60,000–$62,000 range, leading many analysts to believe the market could go sideways this summer.
📈 21Shares remains bullish
According to a new report from 21Shares, Bitcoin's current price action is quite similar to patterns observed after previous halving events.
The crypto ETF issuer in Europe predicts BTC could return to the $100,000 mark by the end of 2026.
🧊 Market hasn't capitulated yet
21Shares notes that this correction is much smaller than previous cycles that saw declines of over 80%.
Bitcoin also hasn't dipped to the $54,000 level, which is the average buy price for all investors, suggesting that the market may have matured and the capital flow remains relatively solid.

Arthur Hayes' Maelstrom Fund Issues Bold Prediction for This Altcoin: $4 Target by End of Summer

🃏 Collector Crypt Catches Arthur Hayes' Eye

Maelstrom, the family office of BitMEX founder Arthur Hayes, just dropped a report on Collector Crypt, the platform trading physical collectible cards in the Solana ecosystem. The report predicts the CARDS token could hit $4 by the end of summer, while it's currently hovering around $0.271.
💰 Huge Profit Surge
According to Maelstrom, Collector Crypt's annual profit hit about $53 million in May and skyrocketed to $109 million in June. The platform buys physical collectible cards at a discount and then flips them through a digital “gacha” model. Users can also sell cards directly back to the platform.
📦 Tokenization of Collectibles is Back
Collector Crypt currently boasts around 800 daily active users, holding $23 million in inventory and $10 million in cash. Maelstrom believes tokenization could become a game-changing infrastructure for the collectibles and alternative asset markets.

Chainlink partners with 47 banks to test cross-border payments using stablecoins

🌍 Project Pangea aims for real-time payments

Chainlink announced a collaboration with 47 banks from Korea and Europe as part of the Project Pangea initiative to test cross-border payments in real-time using stablecoins.
The participating banks represent a total asset value of over 10 trillion USD, along with Qivalis and the Korean banking alliance UniKA.
⚡ Shortening forex payment times
Project Pangea seeks to turn the currency swap payment process, which typically takes 2 business days, into nearly instant transactions through managed stablecoins pegged to the euro and Korean won.
The system will test an atomic payment-versus-payment mechanism, where both parties' transactions occur simultaneously or no transactions take place at all.
🏦 Connecting traditional banks with blockchain
The project initially focuses on the trade corridor between Europe and Korea, valued at over 150 billion USD per year.
Chainlink stated that the goal is not only to test but to aim for real-world operations within the next 12 months, aligning with Swift and ISO 20022 standards.

Arthur Hayes believes the AI bubble could be the next big catalyst for crypto

🤖 AI is sucking liquidity away from crypto

BitMEX founder Arthur Hayes argues that the AI craze has turned into a significant financial bubble, causing global capital to flee from Bitcoin and Ethereum towards stocks like Nvidia, OpenAI, and AI-adjacent sectors.
According to Hayes, investors are currently prioritizing AI due to expectations of quicker returns, making crypto lose its previous explosive momentum.
💥 The AI bubble could burst in 2027–2028
Hayes warns that the market is mispricing the lifecycle of chips and AI revenues. He believes that if this bubble bursts, the credit shock could be even larger than the 2008 crisis.
₿ Bitcoin could benefit from a wave of money printing
Hayes suggests that when AI collapses, central banks will be forced to inject liquidity to save the system. This new influx of liquidity could flow into crypto, pushing Bitcoin up to $1 million.
Despite being "permanently long Bitcoin", Hayes stated that if new capital comes in, he would prioritize Ethereum due to its more attractive valuation.

The altcoin once backed by Coinbase and a16z is now plummeting close to zero; what happened?

🚨 Major issues with the lending model

The crypto lending project Goldfinch is facing a crisis after its lending program in Africa and emerging markets has seen a number of defaults and restructurings. According to some sources, out of around 8 borrowers in Goldfinch's portfolio, 2 have defaulted, while the remaining 6 are in the process of restructuring. The total losses and write-downs are estimated to reach tens of millions of USD.
📉 GFI plummets nearly 99.8%
The GFI token has dropped about 99.8% from its peak, with market cap falling from around 390 million USD to below 6 million USD.
⚠️ Real DeFi credit under scrutiny
Goldfinch was once seen as a standout example of DeFi expanding finance in developing countries. However, the debt recovery issues with borrowers like Tugende Kenya and Lend East show that the real asset lending model still faces significant credit risks.

MSUSD lost peg hard, MainStreet claims no insolvency

🚨 MSUSD dropped sharply due to liquidity concerns

The MSUSD token linked to MainStreet Finance has plummeted, despite being pegged around 1 USD. According to PeckShield, the price of MSUSD fell by as much as 85%, while the utilization rate in the msY/USDC market on Morpho hit 100%, raising liquidity alarm bells.
⚠️ Risk spills over to AlphaUSDC strategy
The AlphaUSDC Delta V2 strategy managed by AlphaPING is under scrutiny due to having about 30% exposure to this market, equating to around 18 million USD.
Selling pressure emerged after Accountable terminated the verification agreement with MainStreet, casting doubt on the proof-of-reserves infrastructure.
💧 MainStreet says it's an infrastructure issue
MainStreet asserts that the protocol is still fully collateralized and the problem lies with a third-party data table being disabled, not with asset loss. The project claims to have transferred over 8 million USDC to support liquidity and is seeking an alternative proof-of-reserves provider.

Expert Ali Martinez sets a target of $1,060 for Ethereum and forecasts the next scenario for ETH

📉 ETH has been almost 'sideways' after 5 years

Analyst Ali Martinez believes Ethereum is currently trading close to the price range seen back in March 2021.
He states that if an investor had dropped $10,000 into ETH five years ago, the current value is nearly unchanged, despite the market having gone through several massive bull and bear cycles.
📊 The $1,060 zone has become a key support level
Martinez argues that after a significant repricing phase, the $1,060 mark is crucial to watch for Ethereum.
If ETH can hold this support, the potential for a bounce back to $2,850 and further to $4,630 could open up in the short to mid-term.
⚠️ Additional warning about Strategy
Besides ETH, Martinez also warns that the debt structure of STRC from Strategy could exert pressure if Bitcoin continues to decline.
He mentions that the need to raise yields to stabilize bond prices could balloon the financial costs for Strategy just as the main asset, BTC, weakens.

CZ proposes freezing Satoshi's BTC if Bitcoin transitions to quantum-resistant standards

⚛️ Bitcoin could upgrade to combat quantum threats

Binance founder Changpeng Zhao (CZ) believes that quantum computers aren't an insurmountable challenge for Bitcoin. According to him, quantum-resistant encryption algorithms already exist, and the crucial factor is whether the Bitcoin community can coordinate the upgrade.
🧊 Satoshi's wallet shouldn't be left untouched
CZ argues that doing nothing with the estimated 1 million BTC attributed to Satoshi Nakamoto is a risky choice. If Bitcoin moves to a new encryption system, he suggests giving old wallets a 6–12 month window to migrate their assets. If there's no activity, these BTC should be frozen under the new protocol to prevent early exploiters with quantum computers from seizing them.
🔍 The decision lies with the community
CZ emphasizes that this isn't his personal decision. Such a significant change needs to be collectively agreed upon by the Bitcoin community through appropriate signaling or voting mechanisms.

Analysis company reveals altcoins favored by institutional whales, Solana in the spotlight

⚡ Solana mentioned in the ICM wave

According to a new report from Tiger Research, Solana is becoming one of the standout blockchains in the Internet Capital Markets trend — where assets, payments, and financial products are being brought onto blockchain infrastructure.
The report suggests the crypto market is shifting from a technical experimentation phase to real-world industrial application.
🏦 Major institutions are testing
Tiger Research states that financial institutions like JPMorgan, Visa, PayPal, Citi, State Street, Franklin Templeton, and Western Union are deploying or testing activities related to Solana, including asset issuance, payments, and tokenized products.
📊 Speed and cost advantage
The report emphasizes that Solana processed 33 billion transactions last year, with an average fee of about 0.0013 USD/transaction and a completion time of approximately 0.4 seconds.
According to Tiger Research, this performance positions Solana as one of the most active public chains in collaborating with institutions.