News & Views: Depth analysis of today’s crypto market

Here’s a fresh, in-depth analysis of today’s crypto market (July 30, 2025):

📊 Key Market Highlights

BTC reached a new all-time high above $112,000, rising about 6% this week. The move was largely driven by a $200M short squeeze and strong investor demand (TradingView, Cointelegraph).
Trading has since consolidated around $118,000, within a tight range between $117,000–$120,000, as markets await key policy developments (FX Leaders).
Technical resistance sits near $118,600, with immediate support around $117,250—a breakout beyond could signal a fresh upward leg (FX Leaders).

ETH surpassed the $3,800 mark, rising ~0.7% over 24 hours, boosted by continued ETF inflows—now totaling over 18 consecutive days (cryptonews.com).
The traction reflects growing institutional interest and optimism in Ethereum-backed products (cryptonews.com).

Anchorage Digital acquired over 10,000 BTC (~$1.19 billion) through wallet transfers in a span of nine hours—a sign of institutional accumulation (m.economictimes.com).
Glassnode’s latest report underlines improving spot demand from ETFs but notes weak on-chain activity and liquidity tension, signaling potential vulnerability to macro shocks (Glassnode Insights).

The U.S. SEC approved in‑kind redemptions for Bitcoin and Ethereum spot ETFs, enhancing liquidity and efficiency for institutional players (cryptonews.com).
The White House is releasing its first crypto policy report today, expected to outline frameworks on stablecoin regulation, a Strategic Bitcoin Reserve, and digital asset governance reforms under Executive Order 14178 (coingape.com).

Under the Trump administration, the U.S. is actively shaping crypto-forward policy, including stablecoins legislation, greater regulatory clarity, and plans for a Strategic Bitcoin Reserve — positioning the U.S. as a global crypto leader (washingtonpost.com, en.wikipedia.org, en.wikipedia.org, en.wikipedia.org).
However, concerns grow over potential systemic risks parallels to the 2008 crisis, especially due to crypto’s deeper integration into traditional finance (ft.com).
Democrats are probing efforts to allow crypto to be counted as assets in mortgage lending (e.g. Fannie Mae, Freddie Mac), citing volatility and liquidity risks (businessinsider.com).

Citi analysts attribute Bitcoin’s value trajectory primarily to adoption and ETF demand—not mining costs or stock-to-flow ratios—suggesting future price direction hinges on continued inflows and macro conditions (ft.com).
Deutsche Bank highlights five long-term takeaways from BTC’s recent rally, including rapid inflows (~$50B in 2025 so far), stronger regulatory environment, and growing corporate treasury adoption (marketwatch.com).
Venture funding in crypto startups surged ~~195% in H1 2025 (~~$17.5B), indicating renewed investor confidence and infrastructure growth (The Wall Street Journal).

AI-powered crypto scams have surged by 456%, employing deepfakes and voice cloning; global losses exceeded $10.7B in 2024. Authorities urge vigilance and robust identity verification (nypost.com).

Economic Times advises focusing on underpriced crypto projects with strong fundamentals, real-world use cases, and developer activity—rather than short-term hype tokens (The Economic Times).
Analysts warn that time may be running out for another parabolic BTC rally in this cycle, which historically peaks within a four-year window. Targets of $130K–$168K remain possible but limited by timing constraints (Cointelegraph).

Theme	Insight
⭐ Market Trend	BTC at ~$118K, ETH above ~$3,800
🔄 Institutional Flows	ETF & wallet inflows remain key drivers
🧱 Policy Momentum	U.S. drafts crypto-focused frameworks, strategic reserve planned
⚖️ Risk Awareness	Fraud risk rising sharply; regulatory scrutiny grows
🚀 Forward Outlook	Bullish for adoption-based growth, but parabolic potential may diminish soon
💡 Strategy Advice	Focus on solid fundamentals and emerging use‑case projects