The day saw Fidelity’s FBTC leading with $315.18 million in fresh capital, closely followed by BlackRock’s IBIT with $264.71 million. The trading volumes across all spot Bitcoin ETFs exceeded $3.89 billion, indicating a strong market presence and growing institutional interest. Market leaders like IBIT and FBTC posted daily gains of over 2%, underlining the positive sentiment.

Ethereum ETFs Mirror Bitcoin’s Momentum

Spot Ethereum ETFs are also witnessing a bullish trend, pulling in $405.55 million in daily net inflows on the same day, marking their fourth consecutive day of growth. The total inflows into Ether ETFs have reached $13.36 billion, with net assets standing at $30.35 billion.

On Friday, BlackRock’s ETHA attracted $165.56 million, with Fidelity’s FETH close behind at $168.23 million. ETHA alone saw trading values of $1.86 billion, reflecting heightened activity in Ethereum-based products.

Rising Institutional Confidence

Vincent Liu, Chief Investment Officer at Kronos Research, told Cointelegraph, “Bitcoin and Ethereum spot ETFs continue to see strong inflows, indicating rising institutional confidence. If macroeconomic conditions remain stable, this surge could bolster liquidity and drive momentum for both assets.”

BlackRock Explores ETF Tokenization

BlackRock is reportedly exploring the tokenization of ETFs on blockchain networks, following the success of its spot Bitcoin ETFs. The asset management giant is particularly interested in tokenizing funds tied to real-world assets (RWA), although regulatory challenges remain a key consideration. Tokenized ETFs could offer new functionalities such as 24/7 trading and integration into decentralized finance (DeFi) ecosystems.

The continuous inflow into both Spot Bitcoin ETFs and Ethereum ETFs signifies a growing trust in cryptocurrency as a viable asset class. This trend could potentially transform the financial landscape, with tokenized assets offering innovative ways to participate in the market.

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Strategy’s latest acquisition happened on July 14, when it added another 4,225 BTC to its stash for a sum of $472.5 million. This boosted the firm’s total Bitcoin holding to 601,550 BTC, currently valued at over $71.4 billion.

The company has seen a substantial return on its Bitcoin investment, with about 66.5% in unrealized gains, translating to over $28.5 billion, as per data from SaylorTracker.

Key players like Strategy in the Bitcoin treasury companies have been instrumental in driving Bitcoin demand in the present market cycle. This demand has been complemented by exchange-traded funds (ETFs), institutional investors, and centralized crypto exchanges.

Within the past month, Strategy’s stock value saw a surge of about 21.52%, raising the firm’s total valuation to over $118 billion. This stock rally coincided with an uptick in the overall crypto market. July marked the crossing of the $4 trillion total crypto market cap and Bitcoin hitting a new all-time high.

In December 2024, Strategy entered the Nasdaq 100 stock market index as institutional demand for its stock grew. Some institutional investors, who can’t directly hold Bitcoin in their funds, instead hold shares of Bitcoin treasury companies or purchase their corporate debt products as an indirect means to gain exposure to BTC.

For instance, Vanguard, a prominent institutional investment firm, holds 20 million shares of Strategy, equating to about 8% of the company’s outstanding stock. This indirect Bitcoin exposure through a publicly traded company underlines the integration of Bitcoin into mainstream finance via traditional investment vehicles.

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It appears that while institutional investors are doubling down on major cryptocurrencies like Bitcoin and Ethereum, retail investors are gravitating towards memecoins and other altcoins, as per the report shared with The Block. This shift in trading interests marks a significant divergence from previous years when institutional and retail interests largely mirrored each other. The current trend indicates that institutions are seeking stable exposure while retail investors are exploring newer, albeit riskier, opportunities.

The gap in allocation to major cryptocurrencies has surged to a record 30 percentage points between institutions and retail traders. Institutions maintain a 67% allocation to majors, largely due to ETF inflows and other new accumulation vehicles, while retail allocations to majors have dwindled by 9% to 37%, reflecting a shift towards altcoins.

“This divergence is not a fleeting phenomenon; it signals a more mature, sophisticated, and specialized crypto market,” commented Wintermute CEO and Founder, Evgeny Gaevoy. “Investors are no longer pursuing the same trend. While institutions treat crypto as a macro asset, retail traders are drawn towards innovation.”

In the first half of 2025, institutions largely embraced derivatives as potential tools for hedging, yield-generation, and capital-efficient exposure. Wintermute reported a 412% surge in over-the-counter (OTC) options volume compared to the first half of 2024.

Memecoins such as BONK, WIF, POPCAT, and other emerging memecoins gained traction, while established coins like DOGE and SHIB saw a dip in dominance. DOGE, SHIB, and PEPE, however, continue to be the top three memecoins by weight in the GMCI MEME Index.

For the latter half of 2025, Wintermute anticipates that the Securities and Exchange Commission’s potential decision on spot Dogecoin ETFs in October could sway retail demand. Grayscale, REX-Osprey, and Bitwise have all filed for spot Dogecoin ETFs this year.

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A report recently released by Fidelity Digital Assets points to a significant shift in Bitcoin’s supply dynamics post the 2024 halving. The report highlights that the ‘ancient’ Bitcoin supply, which refers to coins held for a decade or longer, has begun to outstrip new issuance. Each day, 550 BTC moves into the ancient supply category, compared to 450 BTC issued.

This trend, when combined with persistent buying from institutional investors, raises an intriguing question: Could this escalating demand drive Bitcoin’s price to $1 million?

The convergence of Bitcoin accumulation and scarcity has resulted in over 17% of the total issuance (3.4 million BTC valued at $360 billion at $107,000/BTC) being classified as ancient supply. This reflects a strong conviction among holders, with daily decreases happening less than 3% of the time. The report suggests this proportion could reach 20% by 2028 and 25% by 2034, further tightening the available supply.

At the same time, capital from institutional investors is growing. Bitwise anticipates Bitcoin inflows to hit $120 billion by 2025 and $300 billion by 2026 in its base case scenario. This scenario is driven by diverse participants including nation-states, US states, wealth management platforms, and public companies. In a bullish case, inflows could exceed $426 billion, absorbing over 4 million Bitcoin (19% of supply), thereby further tightening liquidity.

This institutional accumulation, coupled with the growth of the ancient supply, paints a picture where a significant portion of Bitcoin’s supply becomes illiquid. This could potentially heighten analysts’ price predictions due to increased demand.

To reach a price of $1 million per Bitcoin, a market capitalization of $21 trillion is needed, a tenfold increase from the current $2.10 trillion with 19,880,604 BTC mined, which constitutes 94.66% of the 21 million total. The fixed supply and growing illiquidity could facilitate BTC’s next big milestone. Historical trends after the halving events (2013, 2017, 2021) show rallies driven by reduced supply growth and rising demand, suggesting that current dynamics could lead to a similar outcome.

However, certain challenges still exist. After the 2024 US election, the ancient supply declined on 10% of days—almost four times the historical average—indicating that even long-term holders can sell during periods of volatility. Similarly, five-year holder supply decreased 39% of days post-election, three times the typical rate, correlating with sideways price action in Q1 2025.

This suggests that while illiquidity trends are strong, market conditions can trigger supply increases, potentially moderating price appreciation. However, Bitwise noted $35 billion in sidelined demand in 2024 due to risk-averse policies at Morgan Stanley and Goldman Sachs, which manage $60 trillion in client assets. Its bear case projects over $150 billion in inflows, while the bull case exceeds $426 billion, absorbing 4,269,000 BTC, underscoring significant demand potential.

In conclusion, Bitcoin’s ancient supply and projected institutional inflows paint a picture of increasing scarcity. While reaching $1 million is a lofty target, the current trajectories suggest it is a realistic price target.

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The company also revealed the possibility of extending an additional offer of $50 million to initial buyers within the first 13 days post issuance. Part of the raised capital will be used by IREN to carry out capped call transactions, designed to limit share dilution resulting from convertible note conversions and balance potential cash outflows if the notes are redeemed above their principal amount.

Furthermore, the company plans to initiate a prepaid forward share repurchase agreement valued up to $100 million. This is aimed at enabling investor hedging and possibly stabilizing share prices. The remaining funds will be directed towards general corporate purposes and used as working capital.

Previously known as Iris Energy, IREN manages data centers spanning 2,000 acres across the U.S. and Canada, with a secured grid-connected power of 2,910 megawatts. The company’s current areas of focus include bitcoin mining, AI cloud services, and AI data centers. As per Google Finance data, IREN shares closed up at $10.49 on the Nasdaq on Tuesday, registering a marginal year-to-date gain of 0.29%.

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The private placement offering involved the sale of $1.44 billion of the company’s common stock and $1 billion in convertible debt. The transaction engaged about 50 institutional investors and concluded successfully. Initially, on Tuesday, the company had expressed its intent to sell $1.5 billion of its common stock along with $1 billion in convertible debt.

With the net proceeds from the sale, Trump Media has become one of the largest bitcoin holders among publicly traded firms in the U.S, the company stated. “This deal sets up Trump Media for the swift expansion we’ve always aimed for,” commented Chief Executive, Devin Nunes. Following the news, shares soared 6.6% to $22.20.

Reach out to Kelly Cloonan at kelly.cloonan@wsj.com for more information.

© 2025 Dow Jones & Company, Inc. All rights reserved.

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The token connects Bitcoin to tangible assets like US Treasurys and private credit provided by BlackRock and Hamilton Lane. The creation of this new token was the result of a seven-partner collaboration, which included Solv, Avalanche, Balancer, Elixir, Euler, Re7 Labs, and LFJ.

According to Solv Protocol founder Ryan Chow, the SolvBTC.AVAX token enables Bitcoin to be linked to “real-world economic cycles” involving non-correlated assets like US government bonds and private credit, thereby moving away from Bitcoin’s typical four-year cycle of booms and busts.

The token employs a multi-protocol strategy to generate yield using Elixir’s deUSD stablecoin, Treasurys offered by BlackRock and Hamilton Lane via Elixir, and integrated on the Euler lending platform to further enhance RWA exposure. “The yield is received in BTC format,” a spokesperson from Solv Protocol confirmed to Cointelegraph.

Solv is a Bitcoin-focused staking platform offering yield strategies on multiple blockchains and decentralized finance applications. The protocol currently oversees more than $2.3 billion in total value locked, according to industry data.

With the recent surge in institutional adoption of digital assets, the demand for Bitcoin yield solutions has significantly grown. Earlier this month, cryptocurrency exchange Coinbase launched the Bitcoin Yield Fund to offer annual returns of between 4% and 8% on BTC holdings.

The yield is earned through a cash-and-carry strategy, which involves buying BTC in the spot market and selling a corresponding futures contract, Coinbase explained. CoinShares analyst Satish Patel noted the growing interest in Bitcoin yield in December, stating that more investors now view BTC “not only as a store of value but also as a means to generate yields.”

Various strategies are available to generate Bitcoin yield, including leveraging derivatives or yield farming. Michael Saylor’s Strategy introduced its proprietary “BTC Yield” metric to track the performance of its investment strategy. Strategy’s BTC Yield, which measures the additional Bitcoin it’s acquiring relative to its outstanding shares, is currently 15.5% year-to-date, according to the company.

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With Bitcoin prices fluctuating around $97,000 in early May, the magnitude of Strategy’s Bitcoin scheme is significant, not only due to its sheer size but also due to the pivotal role it now plays in the company’s overall business direction.

In its recent earnings call, Strategy introduced its 42/42 Plan, an ambitious roadmap to raise $84 billion in capital over the next two years. This capital is expected to be split equally between equity and fixed-income instruments, all earmarked for additional Bitcoin acquisitions.

This bold initiative follows a $21 billion at-the-market equity offering that recently netted over 301,000 BTC, resulting in a 50% surge in the company’s share price. As of April 28, 2025, Strategy boasts 553,555 BTC, purchased at a total cost of $37.9 billion and an average price of $68,459 per coin.

Of this total, 107,155 BTC were acquired in 2025 alone, marking the company’s most aggressive buying spree to date despite the year being only four months old. The firm’s internal disclosures also indicate an average cost of $66,384.56 per bitcoin.

The latest acquisition involved 15,355 BTC purchased at an average price of $92,737 on April 28, amounting to $1.42 billion. These hefty purchases have cemented Strategy’s position as the world’s second-largest institutional Bitcoin holder, trailing only behind BlackRock.

Despite reporting its fifth consecutive quarterly net loss, Strategy remains undeterred in its pursuit of a Bitcoin-heavy balance sheet. Investor sentiment remains positive as the company reported an unrealized $5.9 billion loss in Q1 2025. However, its stock has risen by approximately 32% since the year began, outperforming the Nasdaq 100 index, which is down nearly 6% over the same period.

The company’s market value is now heavily tied to Bitcoin’s price movement. To date, the company’s BTC portfolio has provided a 13.7% return in 2025, generating a paper gain of $5.8 billion. Despite the inherent volatility of the crypto market, the company has revised its BTC yield target from 15% to 25% and aims for a $15 billion profit by year’s end.

At press time, Strategy’s Bitcoin strategy continues to yield positive results, with the company’s stock rising in tandem with Bitcoin’s recent uptick. MSTR is currently up by 3.35% in the past 24 hours and is trading at $394.37, while Bitcoin is trading at $96,500.

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Three interconnected factors – geopolitics, strategic balance sheet demand, and rejuvenating exchange fund flows – have combined in the last 24 hours to trigger a rally. The new token $BTCBULL, which strongly correlates with Bitcoin’s price, is reaping the benefits.

The US trade policy needs to consider reality, as Bitcoin not only resisted Donald Trump’s tariff policy but also the threat of Jerome Powell’s removal as the head of the US Federal Reserve. The hope for a quick easing of the situation is growing as China, Russia, and the EU refuse to agree to Trump’s terms.

Bitcoin is rising as Donald Trump announced a partial detente in the trade conflict with China. In the White House, he stated that tariffs on Chinese imports “will significantly drop, but will not be zero,” adding he “will be very nice to China” if an agreement is reached. This is fueling optimism mainly due to the strong position of cryptocurrencies in the US.

Bitcoin is on its way to $100,000: The force of institutions and ETFs drive growth. Over the past week, Bitcoin has seen a significant rise, potentially signaling a quick return above $100,000 and new price records. Institutional investors are still keen to invest in the cryptocurrency, and the growing interest in ETF funds, including from BlackRock, is driving further growth.

SoftBank, Bitfinex, and Cantor Fitzgerald have joined forces, planning to invest several billion dollars in Bitcoin. This consortium plans to invest $3 billion, of which Tether will contribute $1.5 billion, SoftBank $900 million, and Bitfinex $600 million. This event could have influenced Bitcoin’s price increase of 12% over the past week.

Another factor is the surge in flows to US Bitcoin ETFs, which recorded an inflow of $911.2 million in one day, the highest value since January. The rise in institutional appetite for Bitcoin coincides with the price exceeding $94,212.

The industry believes in price fireworks. Donald Trump is currently promising investors of his own coin $TRUMP the most exclusive invitation in the world, dinner with the US president himself. The official Trump coin price soared.

All this can only help Bitcoin reach its price targets. The BTC Bull project, which is strongly linked to the BTC price, assumes significantly higher price thresholds than currently quoted in the market. The $BTCBULL token, which rewards holders with free BTC air drops, is fully betting on another Bitcoin rally and therefore attracting more and more investors.

No wonder, as the coin collected over five million dollars in a very short time to launch BTCBULL.

$BTCBULL is fully based on Bitcoin. The memecoin not only offers its investors real Bitcoins when it reaches its price targets but also drives the price by burning tokens (token burns). The number of issued BTCBULL is artificially reduced to raise the price.

The more Bitcoin Bulls investors buy, the more Bitcoin shares they will receive in the AirDrop. The roadmap envisages alternating AirDrops and token burns, which will ensure that the BTCBULL price will soar during the next Bitcoin rally.

Analysts consider this model to be extremely profitable and expect that $BTCBULL will shoot up at the beginning of sales on cryptocurrency exchanges, enabling early investors multiple profits.

Check out BTC Bull.

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The platform by One Trading is a trailblazer in offering BTC/EUR and ETH/EUR perpetual futures trading pairs in the EU. By securing an OTF (Organised Trading Facility) licence from the Dutch Authority for the Financial Markets (AFM), One Trading is poised to revolutionize the trading of derivatives and introduce crypto futures within the EU territory.

This platform stands alone as the first worldwide to provide real-time settlement of all derivative positions 24/7, boasting a sub-1-minute settlement time. Recognized as the swiftest trading venue globally, it can process over 1 million orders per second and has public execution latencies of less than 70 microseconds. This is achieved while maintaining seamless horizontal scalability without any performance compromise. As the solitary regulated exchange that merges derivatives product creation and trading without external clearing, One Trading is a game-changer in the financial market infrastructure by eliminating costly post-trade processes in favour of a more clear, safe, and robust structure.

One Trading ran a rigorous testing phase before the official launch, with several market participants now live on the platform to provide liquidity. The forthcoming weeks will see the expansion of One Trading’s platform to include eligible retail clients.

CEO Joshua Barraclough commented on the launch, stating: “The advent of our perpetual futures platform marks a significant achievement in our three-year journey. We have always aimed at simplifying trading by making markets accessible, transparent, and cost-effective. Today, we are realizing that vision by introducing a fully regulated, vertically integrated onshore exchange for perpetual futures. Customers will no longer have to shoulder heavy fees in margin to access leverage, trade CFDs or resort to trading on unregulated offshore venues.”

About One Trading: One Trading, headquartered in the Netherlands, is the first perpetual futures trading venue in the EU. It is dedicated to providing a secure, swift, and scalable platform for trading crypto-assets and derivatives. With an emphasis on innovation and regulatory compliance, One Trading is setting new industry standards and offering unparalleled services to its customers. More information can be found on our Website, X, or LinkedIn.

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