Crypto Wave 1

$BTC , #Ethereum , and $XRP Price Enter Historically Low-Risk Zones. After weeks of relentless selling, the crypto market is finally showing signs of stabilizing. While prices have bounced from recent lows, Santiment analyst Brian Quinlivan said investors shouldn’t focus on price alone. Instead, he said on-chain data may reveal where the strongest long-term opportunities are emerging. One metric drawing attention is Market Value to Realized Value (MVRV), which compares an asset’s market value with the average acquisition cost of holders and is commonly used to assess whether a cryptocurrency appears overvalued or undervalued. Here’s what Santiment’s latest metrics reveal for Bitcoin, Ethereum, and XRP. #BTC Price Analysis#

Securitize tokenizes $295 million of its own stock on $SOL and Avalanche amid NYSE debut The newly-public company's shares are the largest issuer-sponsored tokenized stock at launch, aiming to make a point against rival third-party stock token issuers. #BTC Price Analysis# #Macro Insights# $BTC

$XRP has climbed even as that reading stays depressed. The token is up about 8% over seven days to around $ 1.14 per CoinDesk data, among the week's stronger majors. It fits a pattern onchain analysts have flagged lately, with large bitcoin wallets accumulating through record ETF outflows, the capitulation-and-absorption setup that tends to form near cycle lows rather than tops. $BTC #BTC Price Analysis# #Macro Insights#

$XRP climbs 8% as record holder losses signal better risk-reward for buyers The token's 30-day and 365-day MVRV, a measure of how far holders are underwater, sit near -45% and -47%, lows Santiment says XRP has never reached before. Some traders read stretched losses as a contrarian signal. RP holders are underwater by more, on average, than they have ever been, according to onchain data that some traders treat as a contrarian floor signal. The reading comes from MVRV, or market value to realized value, a ratio that compares XRP's price with the average price at which its supply last moved. When it sits below zero, the typical holder is carrying a loss. XRP's 30-day MVRV is around -45% and its 365-day version around -47%, so both recent buyers and those who have held for a year are deep in the red. Combined, the two are at their lowest in XRP's history, analytics firm Santiment said in a Friday post. #BTC Price Analysis# #Macro Insights# $BTC

UBS raises DRAM and NAND price forecasts amid AI demand surge The investment bank now expects DDR prices to jump 32% quarter-over-quarter in Q3 2026, nearly double its previous estimate, as AI infrastructure devours memory supply. UBS has dramatically hiked its memory chip price forecasts, projecting that DRAM and NAND contract prices will surge far more aggressively than previously anticipated, driven by artificial intelligence demand. $BTC #BTC Price Analysis# $ETH #Macro Insights#

Egypt’s World Cup upset over Australia sends prediction markets and a Salah memecoin into overdrive Egypt's first knockout-stage appearance in modern World Cup history coincides with a surge in crypto prediction market activity and a Solana-based memecoin tracking Mohamed Salah's performances. #BTC Price Analysis# #Macro Insights# $BTC $ETH

Binance and Coinbase Ready for Huge Cardano Upgrade. Cardano is approaching the final stages of readiness for its highly anticipated Protocol Version 11 upgrade.

CryptoQuant says bitcoin and altcoin exchange deposits have spiked, indicating higher volatility ahead. $BTC deposits to exchanges have surged to levels seen only a handful of times this year, CryptoQuant said, noting that such spikes have historically preceded higher market volatility. CryptoQuant also pointed to rising ether and altcoin deposits to exchanges, saying the pattern suggests increased pressure across the crypto market. #BTC Price Analysis# $ETH #Macro Insights#

$BTC surged past the $61,000 mark following disappointing U.S. employment data showing only 57,000 new jobs versus 115,000 expected Unemployment figures registered at 4.2%, contributing to mixed signals about Federal Reserve monetary strategy Market probability of a Fed rate increase this year declined to 50% from 54% previously Spot Bitcoin ETFs in the United States attracted $221.7 million in net capital on July 2, breaking a 10-session outflow pattern Bitcoin is positioned for approximately 3% weekly gains following recovery from a 21-month bottom near $58,000. #BTC Price Analysis# #Macro Insights# $ETH

Ripple co-founder Chris Larsen invests in startup tied to senator Gillibrand’s son. Chris Larsen has reportedly backed a derivatives startup founded by the son of US Senator Kirsten Gillibrand as lawmakers continue negotiating the CLARITY Act, a crypto market structure bill expected to shape the industry’s regulatory framework. $BTC #Macro Insights# #BTC Price Analysis# $ETH

Man in Massachusetts Admits To Stealing $700,767 in Treasury Checks, Orchestrating Bank Fraud Scheme: DOJ A man in Massachusetts is heading to prison for bank fraud involving the theft of over $700,000 in U.S. Treasury checks. Nnamdi Opara, 31, of Woburn, pleaded guilty to two counts of bank fraud and five counts of money laundering, says the U.S. Department of Justice. Opara “wrongfully obtained” two Treasury checks issued to a New York entity, established a company with a matching name in Massachusetts and deposited the checks into accounts he controlled, despite the entity never filing federal tax returns. #BTC Price Analysis# $BTC #Macro Insights# $ETH

Animoca Brands positions blockchain as essential infrastructure for AI agents’ future Yat Siu envisions 50 to 200 billion AI agents needing on-chain wallets by 2031, and his company is betting big on making that happen. Animoca Brands is making a bold bet that the next wave of blockchain users won’t be human at all. The Hong Kong-based company, which oversees a portfolio of over 600 AI and blockchain-related companies, is building infrastructure for what its co-founder Yat Siu calls the “agentic economy,” a future where autonomous AI agents become the dominant participants in on-chain financial systems. #BTC Price Analysis# #Macro Insights# $BTC $ETH

Mesh raises $75M Series C at $1B valuation as crypto payments infrastructure heats up The San Francisco startup has crossed unicorn status with backing from Dragonfly Capital, Paradigm, and Coinbase Ventures. Russia is going full steam ahead with its digital ruble. The Central Bank of Russia has confirmed that the large-scale rollout of its central bank digital currency will begin on September 1, 2026, making it one of the most ambitious CBDC launches anywhere in the world. $BTC $ETH #BTC Price Analysis# #Macro Insights#

Jameson Lopp launches Proof of Sound, turning $BTC data into music and visuals The Casa co-founder's latest project transforms live mempool activity into an audiovisual experience, no wallets required. Imagine if Bitcoin’s mempool had a soundtrack. That’s essentially what Jameson Lopp just built. The Casa co-founder and Chief Security Officer on July 2 unveiled Proof of Sound, a platform that translates real-time Bitcoin network data into music and visuals. Think of it as a seismograph for the blockchain, except instead of measuring earthquakes, it’s measuring transaction fees and block formation, and instead of squiggly lines, you get beats. #BTC Price Analysis# #Macro Insights# $ETH

Metaplanet Adds 2,823 Bitcoin, Reaches 43,000 BTC and Becomes World’s Third-Largest Corporate Treasury Metaplanet added 2,823 $BTC in the second quarter to reach 43,000 Bitcoin, becoming the world's third-largest corporate Bitcoin treasury behind Strategy and Twenty One Capital. Metaplanet crossed the 43,000 BTC threshold on July 2, a milestone that places the Tokyo-listed firm as the world’s third-largest corporate Bitcoin holder. The company now trails Strategy and Twenty One Capital across the global corporate ranking, and its climb underscores Japan’s role in the corporate Bitcoin accumulation race. #BTC Price Analysis# #Macro Insights# $XRP

Anthropic in talks with Samsung Electronics to build custom AI chips The Claude AI maker is looking to reduce its dependence on Nvidia by partnering with Samsung's foundry business for custom silicon.. Anthropic, the company behind the Claude AI models, is negotiating with Samsung Electronics to manufacture a custom AI chip. The partnership would represent a significant step in Anthropic’s broader strategy to diversify its chip supply away from Nvidia. $BTC $ETH #BTC Price Analysis# #Macro Insights#

American Bitcoin Sets 1-for-15 Reverse Split to Regain Nasdaq Compliance. Why Is American $BTC Carrying Out a Reverse Split? American Bitcoin, the bitcoin mining and treasury company established by Eric Trump and Donald Trump Jr., said it will implement a 1-for-15 reverse stock split next week as it seeks to maintain compliance with Nasdaq’s minimum $1 bid requirement. The split will take effect after the market close on Thursday, with the stock scheduled to open on a split-adjusted basis on Monday under the same ABTC ticker. Every 15 shares of Class A and Class B common stock will automatically be consolidated into 1 share. #BTC Price Analysis# $ETH #Macro Insights#

Austria coach Ralf Rangnick outlines plan to limit Lamine Yamal’s impact at World Cup Rangnick compared the teenage Spanish winger to Lionel Messi while detailing Austria's defensive blueprint ahead of their round-of-32 clash. The Austria head coach laid out his approach to containing Spain’s Lamine Yamal ahead of their FIFA World Cup round-of-32 match on July 2, 2026, in Inglewood, California. Rangnick described Yamal as an “excellent player” who could dominate the game for the next 12 to 14 years, and stressed that his side must limit the winger’s space and, critically, his opportunities to dribble. $BTC #BTC Price Analysis# #Macro Insights# $ETH

$BTC breaks above $60,000 after Fed Chair Warsh said inflation risks has come down. The Fed chair reiterated the central bank's commitment to its 2% inflation target while signaling artificial intelligence could reshape the economy and monetary policy. #BTC Price Analysis# #Macro Insights# $ETH

Circle burns $250M USDC on $ETH , issues $910M on Solana The stablecoin giant's supply management signals a clear liquidity migration toward $SOL as institutional demand reshapes where dollars flow on-chain. Circle just pulled a quarter-billion dollars worth of USDC off Ethereum and stamped out $910 million in fresh tokens on Solana. Think of it as moving cash between registers at a store, except the registers are blockchains and the cash is the second-largest stablecoin in crypto. The net effect: a $660 million liquidity swing toward Solana. #BTC Price Analysis# #Macro Insights#