Crypto Insider

JUST IN: Institutions have purchased 545,579 bitcoin in 2025, while miners have only produced 97,082 new bitcoin, indicating that demand significantly surpasses supply.

🚨Altcoins entering their usual Q4 formation Once again, altcoins are doing what they’ve done for the past few years: ➡️Drift sideways through most of the year ➡️Then suddenly rip higher in the final quarter Seasonal charts suggest the same pattern is setting up now. 🫡Powered by Venture Capital

🚀 Potential Q3 token launches to watch Here’s a curated list of likely Q3 launches, mostly DeFi and infra-focused: ➡️MeteoraAG — Advanced Solana DEX ➡️Infinit Labs — DeFi AI agents platform ➡️OpenEden X — RWA stablecoin issuer ➡️LineaBuild — Consensys’s Ethereum L2 ➡️Folks Finance — Crosschain lending ➡️PlasmaFDN — L1 for stablecoins ➡️PortaloBitcoin — Native BTC swap ➡️FalconStable — fast-growing stablecoin issuer ➡️Reservoir — multi-asset stablecoin ➡️WLFI — Trump’s DeFi project ➡️MegaETH — scalable L2 (Sept mainnet) ➡️Solana Mobile — Solana smartphone token (SKR) ➡️Avantisfi — perp DEX on Base The real rotation often starts where no one’s looking 🫡Powered by Venture Capital

JUST IN: WorldLibertyFi's USD1 Points Program is soon to be launched on BitgetGlobal.

JUST IN: Donald Trump plans to issue an executive order to include alternative assets like private equity, real estate, and cryptocurrencies in 401(k) accounts. • The Labor Department will review ERISA-related guidance. • Coordination with the Treasury and SEC for potential rule changes is required. This move could impact market sentiment by increasing demand for alternative assets, potentially influencing their valuations.

💣Arthur Hayes: $9T print or collapse — why the Fed has no way out Hayes just laid out one of the mostbrutalmacrotheses yet: either they print trillions, or the system breaks. This isn’t hopium. It’s math. ➡️ $5T is needed to keep Fannie & Freddie alive — or the mortgage market dies ➡️ Add banking support, and you're at $9T minimum — just to stay afloat ➡️ Foreign capital (Taiwan, Korea, Singapore) is leaving US markets ➡️ The Fed becomes the buyer of everything — there’s no one else ➡️ Boomers need to sell assets, but Millennials aren’t buying ➡️ Dollar demand is falling globally — capital controls likely ➡️ US has to print more just to maintain current activity Hayes' core idea: Assets that need printing will survive via support. Assets that don’t will outperform by design. That’s where Bitcoin comes in. It doesn’t need bailouts. It doesn’t need yield. It just sits and absorbs liquidity. If $9T starts chasing 21M coins — $250K BTC is just the start. 🫡Powered by Venture Capital

🚨Fake Aave ads are topping Google search results A phishing campaign is targeting users with fake Aave links like aaxe[.]co[.]com appearing as ads in Google. ➡️ The site prompts malicious transaction signatures ➡️ Goal: drain your wallet via fake frontend interactions ➡️ Victims are often redirected after clicking "Aave" in search ❕Always verify URLs manually — and avoid clicking on ad links when searching for dApps. 🫡Powered by Venture Capital

📈 Accumulation wallets just hit all-time mania Demand for BTC from accumulation addresses is still surging — with no sign of slowing down. This cohort only buys, never sells. ➡️ Blue spikes = accumulation address demand ➡️ Current levels dwarf every previous cycle ➡️ These are long-term holders, not short-term traders The conviction is real. The bid is deep. And if history rhymes, it’s not the top — it’s the build-up. 🫡Powered by Venture Capital

As a cycle heads towards its climax, dial up the risk - but lower the stakes. You want to be less exposed $ wise, but into higher beta assets. This is a progressive process as we get closer and closer to a peak. Most people f*ck this up. 🫡Powered by Venture Capital

🧠 Lessons that cost real money Most traders don’t fail because they don’t know technicals. They fail because they can’t manage themselves. ➡️ Emotions distort decision-making ➡️ Overconfidence always sneaks in after wins ➡️ Impatience turns setups into gambles The edge isn’t just in the system. It’s in staying out of your own way. 🫡Powered by Venture Capital

JUST IN: The U.S. will implement reciprocal tariffs on Bitcoin mining machines from Southeast Asia, with import duties peaking at 21.6%, effective August 7, following the expiration of the Trump administration’s 90-day tariff suspension.

📈BTC treasury: corporate growth cheat code Call it dumb all you want — but companies with BTC treasuries are tapping into one of the most effective growth structures ever built. Metaplanet went from $10M to $5B in 18 months. Just by switching models. ➡️Most companies never see that kind of market cap growth ➡️ And the kicker? It's backed by asset value — their BTC stack ➡️ BTC miners could’ve done the same, but stuck to bleeding margins ➡️ Coinbase is raising $2B in convertibles to maybe buy something that might generate ROI ➡️ Meanwhile, MSTR was literally engineered to outperform BTC long-term COIN has been flat vs BTC since 2022. MSTR? Designed to beat BTC CAGR. If you actually believe in Bitcoin, a BTC treasury isn’t a risk — it’s a structural edge. 🫡Powered by Venture Capital