According to @GreeksLive, Bitcoin (BTC) is entering July with a historically bullish seasonal trend, having posted an average increase of around 7% in Julys over the past decade, as per CoinGlass data. Market maker Wintermute also found that July is the only month since 2022 to combine strong gains with subdued investor sentiment. However, current derivatives data paints a picture of indifference, with BTC and Ethereum (ETH) futures open interest remaining flat. Furthermore, funding rates for several altcoins, including XRP, Solana (SOL), and Bitcoin Cash (BCH), have turned negative, indicating a bearish bias. Traders should monitor key upcoming macro events, particularly the U.S. payrolls report, which could influence the Federal Reserve's interest rate decisions and impact the market. Despite recent spot BTC ETF net outflows of $342.2 million, corporate treasuries showed strong accumulation by purchasing 131,000 BTC in the second quarter, an 18% increase that outpaced ETF demand growth. Upcoming token unlocks for Ethena (ENA), Aptos (APT), and Arbitrum (ARB) could introduce additional selling pressure.

According to @FarsideUK, historical data suggests a bullish trend for Bitcoin (BTC) in July, with the cryptocurrency rising in all but three Julys over the past decade for an average increase of about 7%, based on CoinGlass data. Analysis from market maker Wintermute further supports this, finding that since 2022, July is the only month combining relatively strong gains with subdued investor sentiment. Institutional interest is surging, as publicly listed firms acquired approximately 131,000 BTC in the second quarter, an 18% jump that surpassed the 8% increase in U.S. spot-ETF holdings. From a derivatives perspective, while BTC and Ethereum (ETH) futures open interest remains flat, XRP's open interest has reached a four-week high with signals of bearish bets, according to the source. Traders should monitor key upcoming token unlocks, including Ethena (ENA) on July 2, Aptos (APT) on July 12, and Arbitrum (ARB) on July 16, as well as macroeconomic events like the U.S. payrolls report which will likely influence Federal Reserve policy.

According to @MilkRoadDaily, Bitcoin (BTC) is experiencing historically low price turbulence, with the 30-day implied volatility index (DVOL) falling below 40% to its lowest level in nearly two years. Market maker Jimmy Yang of Orbit Markets suggests this period of calm is unlikely to last and that traders are positioning for a significant price movement by going long on volatility through swaps and futures, as cited in the report. This market condition coincides with a potential crackdown on memecoins, evidenced by social media platform X suspending the accounts of Pump.fun and other related platforms without explanation. The suspension has fueled speculation about wider regulatory action, as reported by the source. Meanwhile, traders are also watching major upcoming token unlocks, including Optimism (OP), Sui (SUI), and Ethena (ENA), which could introduce selling pressure. The report also notes that memecoin trading volumes on launchpads like Pump.fun have significantly decreased from their peak.

According to @boldleonidas and Omkar Godbole, the cryptocurrency market is experiencing significant bullish momentum, with Bitcoin (BTC) topping $108,000. This surge is largely driven by major institutional adoption signals, such as the Federal Housing Finance Agency ordering Fannie Mae and Freddie Mac to consider crypto holdings for mortgages, as reported by the source. Further supporting the rally, spot BTC ETFs recorded 12 consecutive days of positive flows, with a recent daily net inflow of $548 million. FxPro analyst Alex Kuptsikevich noted that the total crypto market cap is approaching a key volatility threshold and resistance range of $3.40–$3.55 trillion. Concurrently, the stablecoin sector is booming, with Circle's (CRCL) stock rising approximately 500% since its debut and Coinbase (COIN) shares reaching a four-year high. SEI has been a standout performer, surging 50% in a week after being named the settlement layer for Wyoming's state-backed stablecoin pilot (WYST). Traders should also monitor upcoming token unlocks for Optimism (OP), Sui (SUI), Ethena (ENA), Aptos (APT), and Starknet (STRK).

According to dydxfoundation, the crypto market is currently dominated by a stablecoin surge, with Circle's (CRCL) stock rising approximately 500% and total stablecoin transaction value crossing $4 trillion in June, as per data from Artemis. While Bitcoin (BTC) achieved a record monthly close above $107,000, its 2.5% gain was outpaced by the euro, as noted in the report. BTC remains in a price range due to profit-taking from long-term holders, with technical analysis showing a bearish outside day candle that signals potential for a renewed downtrend. In contrast, derivatives positioning indicates bullish sentiment for altcoins like XRP, TRX, and DOGE, which show positive perpetual funding rates. Traders should monitor upcoming major token unlocks for SUI ($122.75M), ENA ($10.59M), and APT ($52.7M), and keep an eye on macro events like the Fed Chairman's speech, as the weakening U.S. dollar continues to influence market conditions.

According to FarsideUK, Bitcoin (BTC) has entered a historically strong month, with data from CoinGlass showing an average July increase of around 7% over the past 10 years. Despite this, market maker Wintermute notes that current investor sentiment, measured by funding rates, remains subdued. A significant trend for traders is the surge in institutional buying, with public firms purchasing approximately 131,000 BTC in the second quarter, an 18% jump that surpassed the growth in U.S. spot-ETF holdings. Derivatives markets reflect trader indifference, as BTC and ETH futures open interest remains flat. However, data from Farside Investors shows spot BTC ETFs experienced a daily net outflow of $342.2 million. Key upcoming events include the U.S. payrolls report, which will influence Federal Reserve policy, and significant token unlocks for Ethena (ENA), Aptos (APT), and Arbitrum (ARB) that could introduce volatility.

According to @FarsideUK, Bitcoin (BTC) is showing resilience and has entered July with positive historical momentum, as the month has seen an average gain of 7% over the past decade, according to CoinGlass data. Market maker Wintermute also notes that July historically combines strong gains with subdued investor sentiment. This bullish outlook is supported by a surge in institutional adoption, with publicly listed firms increasing their BTC holdings by 18% in the second quarter, outpacing the 8% growth in U.S. spot ETF holdings. However, traders should remain cautious due to several factors. The derivatives market indicates indifference, with flat open interest for BTC and ETH futures, while XRP open interest signals bearish bets, according to the data. Additionally, significant upcoming token unlocks for assets like Ethena (ENA), Aptos (APT), and Arbitrum (ARB) could introduce selling pressure on the broader altcoin market. Key macro events to watch include the upcoming U.S. payrolls report, which could influence the Federal Reserve's policy decisions.

According to @CryptoMichNL, traders should note several key market developments for strategic positioning. Polygon (MATIC) is undergoing a significant strategic overhaul as co-founder Sandeep Nailwal takes control, reorienting the project towards the AggLayer and retiring the zkEVM, a move that could reshape its competitive landscape. Concurrently, Bitcoin's (BTC) implied volatility has fallen to a two-year low, with market maker Orbit Markets noting that such periods of calm rarely last, suggesting a potential trading opportunity in long volatility positions. Further impacting the market, Bitcoin Core 30 is set to increase the OP_RETURN data limit, potentially affecting on-chain data protocols. Strong institutional demand continues, evidenced by $501.2 million in daily net inflows into spot BTC ETFs. Traders should also be aware of upcoming token unlocks for Optimism (OP) and Sui (SUI), which could introduce selling pressure.

According to @FarsideUK, Bitcoin (BTC) achieved a record monthly close for June above $107,000, yet its 2.5% gain was overshadowed by the euro's 4% advance against the dollar. From a trading perspective, BTC's price action formed a bearish outside day candle on Monday, a technical signal that often precedes a renewed bearish trend, as noted in the analysis. This cautious signal is supported by on-chain data showing long-term holders continuing to take profits, with realized gains hitting $2.4 billion. BRN research analyst Valentin Fournier stated that while their medium-term outlook remains bullish due to corporate accumulation, they have slightly reduced exposure to protect capital. Traders are advised to be cautious, as the third quarter is historically Bitcoin's weakest period, often marked by lower liquidity that can amplify price volatility. Upcoming token unlocks for Sui (SUI), Ethena (ENA), and Arbitrum (ARB) could also introduce selling pressure.

According to James Van Straten, Bitcoin (BTC) remains stable around $105,000, unaffected by the Federal Reserve's interest rate hold and ongoing Middle East conflicts, due to increasing corporate treasury adoption, with public holders rising to 129 entities. However, derivatives data from Velo reveals caution, with open interest declining to $55.3 billion and elevated put/call ratios indicating potential volatility risks near current price levels.

According to Omkar Godbole, Bitcoin (BTC) retreated from $108,000 but remains bullish due to institutional catalysts and sustained inflows. Bill Pulte, director of the Federal Housing Finance Agency, announced on X that Fannie Mae and Freddie Mac should consider cryptocurrency holdings for mortgages, potentially boosting BTC demand. The Federal Reserve's plan to overhaul bank capital requirements could enhance credit creation, supporting risk assets like BTC. FxPro analyst Alex Kuptsikevich noted the crypto market cap at $3.31 trillion is nearing a volatility threshold, with the Fear and Greed Index at 74. Spot BTC ETFs recorded a net inflow of $548 million over 12 consecutive days, per Farside Investors. Upcoming token unlocks and macro data releases, such as U.S. durable goods orders, may impact trading strategies.

According to Francisco Rodrigues, cryptocurrencies declined sharply due to heightened geopolitical risks from Israeli airstrikes on Iran, with Bitcoin (BTC) falling 2.9% and a broad crypto market index dropping 6.1% over 24 hours, as investors fled risk assets amid global market turmoil. Solana (SOL) tumbled 9.5% despite earlier ETF optimism, as Jake Ostrovskis of Wintermute noted SEC filing updates could accelerate approvals, but the conflict shifted focus to safe havens like gold. Derivatives data from Velo indicated open interest fell to $49.31 billion with defensive positioning, including rising BTC and ETH put/call ratios, while upcoming token unlocks for ARB, ZK, and APE may add selling pressure.

According to Omkar Godbole, Bitcoin maintained stability above $100,000 despite geopolitical conflicts. Jeff Anderson of STS Digital stated that BTC is evolving into a treasury asset, differing from 2021 market dynamics, and noted the price resilience as encouraging. Anderson highlighted that the widening spread between ether and bitcoin implied volatilities presents yield opportunities for ETH holders through options selling. The report indicated large upcoming token unlocks, including ARB, ZK, and APE, which could pressure altcoin prices. Derivatives data showed stable BTC funding rates and low implied volatility, signaling market calm.

According to Omkar Godbole, Bitcoin (BTC) is trading steadily above $105,000 despite geopolitical tensions between Iran and Israel. Jeff Anderson from STS Digital stated that BTC's minimal 3% pullback signals institutional adoption as a treasury asset, differing from 2021 market dynamics. QCP Capital noted this resilience is supported by continued institutional inflows, with volatility declining to 42.7% as per Volmex data. Anderson highlighted that ether (ETH) options are becoming costlier relative to BTC, offering yield opportunities for holders. LondonCryptoClub warned of potential altcoin price pressure from large upcoming unlocks for tokens like SOL, ARB, and APE.

According to Omkar Godbole, Bitcoin (BTC) is trading resiliently above $100,000 despite escalating tensions between Iran and Israel. Jeff Anderson of STS Digital stated that BTC is evolving into a treasury asset, making historical chart patterns less relevant, while QCP Capital reported that institutional adoption underpins this stability, with only a 3% pullback compared to an 8% drop during similar turmoil last year. Volmex data indicates declining implied volatility to 42.7%, signaling market calm, and Deribit data shows ether options becoming costlier relative to bitcoin, offering yield opportunities for ETH holders. LondonCryptoClub noted upcoming large token unlocks for assets like ARB, ZK, and SOL could pressure altcoin prices.

According to Omkar Godbole, Bitcoin (BTC) is trading resiliently above $100,000 despite escalating tensions between Iran and Israel, with Jeff Anderson of STS Digital emphasizing that current market dynamics differ significantly from 2021 as BTC evolves into a treasury asset. QCP Capital highlighted BTC's stability after holding above the $100K psychological threshold, with implied volatility declining to 42.7% annually per Volmex's index. Ether options are increasingly costly relative to BTC on Deribit, presenting yield opportunities for ETH holders through option writing, as Anderson noted. Corporate adoption is expanding beyond BTC, with Meme Strategy acquiring Solana (SOL) tokens, while large token unlocks for ARB, ZK, and SOL could pressure altcoin prices, according to LondonCryptoClub.

According to James Van Straten, Bitcoin is trading steadily around $105,000, showing resilience despite the Federal Reserve holding interest rates steady and ongoing Middle East conflicts, which typically weigh on risky assets. Van Straten attributes this stability to the bitcoin treasury narrative, with 235 entities now holding BTC, marking an increase of 27 in the past 30 days. However, he reports that derivatives data from Velo indicates caution, with open interest down to $55.3 billion from a peak of $65.9 billion and a BTC put/call ratio of 1.13, suggesting elevated risk of price volatility. Traders should monitor upcoming events like token unlocks for Optimism (OP) and Sui (SUI), as well as governance votes in DAOs such as Compound and Arbitrum.

According to Omkar Godbole, Bitcoin (BTC) maintained stability near $105,000 despite geopolitical risks from Iran-Israel conflicts, with Jeff Anderson of STS Digital noting that BTC's evolution into a treasury asset reduces relevance of historical chart patterns. QCP Capital reported BTC's resilience above $100,000 with only a 3% pullback, indicating strong institutional adoption. Volmex's BVIV index showed declining volatility at 42.7%, while Deribit data revealed widening spreads make ether options costlier, presenting yield opportunities for ETH holders through selling options. LondonCryptoClub warned of altcoin risks from large token unlocks including ARB, ZK, and SOL, alongside events like Brazil's ETH and SOL futures launch potentially impacting prices.

According to Omkar Godbole, institutions are increasing crypto exposure, with JPMorgan filing for a crypto-focused platform and Strategy purchasing over 10,100 BTC worth $1.05 billion. XBTO reported selective capital flows and a controlled de-risking in altcoins, while BRN highlighted a structural shift towards institutional dominance and maintains a bullish outlook for 2025 prices. Regulatory progress on the GENIUS stablecoin bill and CLARITY Act continues, and the Federal Reserve's upcoming rate decision could impact market movements.

According to Omkar Godbole, Bitcoin (BTC) continues trading above $100,000 despite escalating tensions between Iran and Israel, with Jeff Anderson from STS Digital stating that current market dynamics differ significantly from 2021 as BTC evolves into a treasury asset. QCP Capital reported that BTC's price resilience is supported by institutional adoption, evidenced by only a 3% pullback compared to last year's 8% drop during similar turmoil. Volatility has declined, with the BVIV index at 42.7%, and the widening ETH-BTC implied volatility spread offers yield opportunities for ether holders through options selling. Corporate adoption is expanding, as Meme Strategy acquired SOL tokens, but large upcoming token unlocks for ARB, ZK, APE, SOL, and others could pressure altcoin prices.