BTC touched $79K on Monday before stabilizing near $77.5K in a relatively calm week, while the S&P 500 and QQQ remain near all time highs. Bitcoin funds recorded $933M in inflows, pushing crypto ETF AUM to its highest level since February.
DeFi is coordinating a major recovery effort after the KelpDAO exploit. Aave proposed contributing 25,000 ETH (~$58M) to DeFi United, alongside support from Lido (up to 2,500 ETH), Ether Fi (5,000 ETH), Mantle (30,000 ETH credit line) and key individuals including Stani Kulechov (5,000 ETH) and Emilio Frangella (500 ETH). The fund has now reached ~69,500 ETH (~$161M) to cover bad debt from the attack.
On the policy front, the DOJ dropped its probe into Jerome Powell, potentially paving the way for Kevin Warsh as a head of Fed, while the U.S. sanctioned Iran linked wallets including $344M frozen by Tether.
Institutional demand remains strong. Global crypto investment products saw $1.2B in weekly inflows, extending the positive streak, while Strategy added 3,273 BTC bringing holdings to 818,334 BTC. Bitmine also purchased 101,901 ETH, pushing its treasury above 5M ETH, now representing over 4.2% of total supply.
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Crypto’s upside is being driven by steady ETF inflows and a structural breakout above key technical levels, reinforcing a strong underlying bid.
Bitcoin is leading the move, with global crypto funds seeing $1.2B in weekly inflows, of which $932.5M went into BTC products, confirming continued institutional demand.
From a market structure perspective, BTC is holding above the breakout and consolidating near local highs, which typically signals strength rather than exhaustion.
Flows support this.
CVD remains elevated across major venues, showing sustained buyer activity, even though Binance saw a recent flush which looks more like profit taking than a full shift in positioning.
At the same time, open interest is stabilizing after prior expansion, suggesting the move is not overheated and leverage is not aggressively piling in at the top.
Coinbase Premium remains positive, pointing to consistent U.S. spot demand backing the move.
Overall the setup shows
• strong institutional inflows
• spot driven demand supporting price
• healthy positioning, not overleveraged
As long as these conditions hold, dips are likely to be bought and the broader trend remains constructive.
Total Market Cap: 2.59T (+1.96% weekly)
BTC Dominance: 60.1%
Fear and Greed Index: 47 (Neutral)
US sanctions Iran linked crypto wallets with $344M frozen by Tether
DOJ drops probe into Jerome Powell, paving way for crypto friendly Fed leadership
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