Aghahowa.eth🟦
@aghahowa.eth
1449 Following
4019 Followers
CRYPTO WEEK: JULY 14TH-18TH RECAP
It used to be a speculative position owning crypto, but 2025 has changed the narrative. It is far riskier having zero exposure to crypto than it is to allocate even a tiny bit of your portfolio/networth to it. This is the realization in the boardroom of major companies that has led to the institutional supercycle we're in right now, and last week reinforced that fact!
If you’ve been hearing a buzz about "Crypto Week" but have no idea what happened, I’ve got you covered with a simple rundown of what went down last week.
GENIUS ACT:
I have written an entire post on this before, it was signed into law by President Trump on July 18, 2025, it’s the first major U.S. crypto legislation.
The GENIUS ACT establishes a federal framework for stablecoins; it requires issuers to hold equivalent reserves and disclose reserve compositions monthly, aiming to enhance transparency and safety. This is poised to grow the stablecoin market from $263B (2025) to $1.6T-$4T by 2030
CLARITY ACT:
This bill passed with 294-134 votes, it basically draws a clear line so crypto companies know the rules and don’t get sued left and right, reducing regulatory uncertainty. What does the SEC regulate? What does the CTFC regulate? We won't be confused anymore. The CLARITY ACT is off to the senate now for further consideration.
Anti-CBDC ACT:
This one barely passed (219–210 votes), but it's still huge! I am always big on privacy and this is a step in the right direction. This ACT bans the Federal Reserve from launching a digital dollar (CBDC) that could let the government snoop on your spending. Its not law yet though, it still needs senate approval.
Spot Ethereum ETF Inflows Reach Record Levels:
Wall street loves a good beta play, and Ethereum is the go to for those that couldn't hop on Bitcoin as early as Micro Strategy. No surprise here that Spot Ethereum Exchange-Traded Funds (ETFs) in the U.S. recorded approximately $720 million in inflows last week. And as at today 23rd July, they have consistently had more net inflows than BTC ETFs for the past few days.
Crypto Might Show Up in Your 401(k):
Reports came in last week that Trump is reportedly prepping an executive order to let cryptocurrencies into 401(k) plans. A 401(k) is a retirement savings plan offered by many U.S. employers, which they use to invest in the money markets. It's huge because it could open up a $9 trillion market, wealth managers and retirement funds can now invest in cryptocurrencies, such as Bitcoin, Ethereum, and XRP once regulatory barriers are removed.
Parting wisdom, the regulatory landscape has never been better, and I can't imagine how high things can go considering the amount of tradfi liquidity that can potentially be captured. Ever increasing pressure for Powell to resign and/or cut interest rates, which is good for crypto. In as much as many say its all a bubble, the giants of finance are telling investors something. Position accordingly 1 reply
1 recast
3 reactions
1 reply
1 recast
3 reactions
3 replies
2 recasts
20 reactions
1 reply
1 recast
4 reactions
0 reply
0 recast
6 reactions
1 reply
0 recast
9 reactions
0 reply
0 recast
5 reactions
2 replies
0 recast
8 reactions
0 reply
0 recast
5 reactions
4 replies
1 recast
11 reactions
1 reply
0 recast
5 reactions
1 reply
0 recast
4 reactions
1 reply
1 recast
5 reactions
13 replies
0 recast
12 reactions
0 reply
1 recast
6 reactions
0 reply
0 recast
7 reactions
0 reply
0 recast
4 reactions
1 reply
1 recast
10 reactions
1 reply
1 recast
5 reactions
Corporations are increasingly embracing Bitcoin as a strategic asset, this also creates exposure for tradfi investors who want to own Bitcoin but hedge the risk through proper management from the corporations. Here’s a quick breakdown of recent moves in the financial world,
ProCap Financial, Inc. (CCCM) led by Anthony Pompliano, raised $750M to build a Bitcoin-focused treasury, aiming for a $1B valuation, the largest initial fund raise for a public Bitcoin treasury company.
Sequans Communications , a Paris-based leader in 5G/4G IoT semiconductor solutions, raises $384M for a strategic initiative to establish a Bitcoin treasury, through a mix of equity and convertible debt. Something to note is how this is a very leveraged bet on Bitcoin as Sequan’s market cap is about $40m.
Metaplanet, often regarded as the Japanese Microstrategy added an extra 1111 BTC on the 23rd of June, at an average price of $106,408 ($118.2m in total) to increase their total holdings to 11,111 BTC
Trump Media, the company that operates Truth Social of which majority is owned by Donald Trump is pushing forward with a $2.5B Bitcoin treasury while executing a share buyback, as at June 23rd 2025.
MicroStrategy, a pioneer in this space, slowed its Bitcoin purchases to 245 BTC last week but remains a key player, bringing their total holdings to 592,345 BTC
Bitcoin vs. Gold: The Store of Value Showdown
As of June 2025, Bitcoin’s market cap is ~$2.1T, while gold’s is ~$22.5T, making gold over 10x larger. Gold has long been the go-to store of value due to its stability, physical tangibility, and centuries-long track record. Bitcoin was always just seen as a peer to peer electronic cash system over the years, but in the past 3 years since it attained its store of value status, we’ve seen this adoption reflect in the price for several reasons such as:
-Its finite supply of 21M, introducing true scarcity
-Portability as it can be transferred globally in minutes
-Its nearly infinite divisibility into tiny fractions
-Institutional momentum, Bitcoin ETFs as at yesterday 24th June, had a total net inflow of $589M
-And most importantly, Decentralization.
Different analysts suggest Bitcoin could reach $120,000–$200,000 by year-end 2025 if corporate adoption continues, with long-term forecasts of $500,000–$1.5M by 2030 as companies like MicroStrategy and nations like El Salvador lead the charge. Gold’s market cap would require Bitcoin to hit ~$1M per coin to match, a contest I have been paying keen attention to.
What are your thoughts on Bitcoin vs. gold as a store of value? Let’s discuss! 👇 2 replies
2 recasts
10 reactions