Sign upToday: BonkFun eats everything
2025-07-28
Alt season may not be back, but it’s definitely still breathing.
Bitcoin’s market dominance slid 0.51% to 60.97%, while the Altcoin Index ticked back up to 43, hinting at a possible rebound from last week’s wipeout. At the same time, stablecoins are marching back in with a vengeance.
Over the past seven days, the total supply grew by $1.47B, driven by a massive $1.91B inflow to USDT, even as USDC bled $394M. Total stablecoin volume now sits at $230.14B, its highest in weeks.
The rotation isn’t loud. It’s stealthy. But it’s real.
Bitcoin ETFs stay active, treasury players stack more sats
Bitcoin treasury entities weren’t sleeping this week. Collectively, they scooped up 29,500 BTC, with eight new buyers entering the scene and another 10 companies announcing $132M in planned BTC purchases. This isn't just MicroStrategy cosplay anymore. Treasury stacking is becoming a corporate flex.
Meanwhile, ETF strategist Mitchell Askew says Bitcoin’s parabolic days are over. According to him, the spot ETF era has permanently muted volatility, turning BTC into a grind-it-higher asset destined to reach $1M over the next decade through boring consolidation cycles. He calls it the "death of fun" but maybe that’s what it takes to shake out retail tourists.
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Policy corner: EU cuts a deal, US delays China tariffs
The U.S. and EU reached a new trade agreement, locking in a 15% unified tariff and pledging a mind-melting $600B in new EU investment into the U.S., mostly focused on military procurement. Yes, war machines and free markets can coexist.
The US struck a framework trade agreement with the European Union, imposing a 15% import tariff on most EU goods, half the threatened rate, and averting a bigger trade war between two allies that account for almost a third of global trade https://t.co/H3uWf8FrPc pic.twitter.com/NUeIU5RE65
— Reuters (@Reuters) July 28, 2025
At the same time, the U.S. announced a 90-day delay on Chinese tariff enforcement, likely a last-minute olive branch before the next diplomatic PR blitz.
BonkFun hits 77.7% dominance. Pump who?
Let’s talk memes.
BonkFun now holds a ridiculous 77.7% market share of the Solana launchpad scene, while Jup Studio officially overtook PumpFun. That’s not a flippening it’s a massacre.
Between Bonk’s non-stop buybacks, viral energy, and relentless airdrop farming, it’s not even a fair fight anymore. If you're building a launchpad today, you’re either riding with BONK or fighting for scraps.
Oh, and CCTV 13 just aired coverage on WLFI and USD1. Crypto made it to state TV. That’s either the top...or the bottom. We’ll know soon enough.
Alpha watch: Moonbird madness, Zora zooms, and Solayer claims open
Altcoins aren’t done yet.
Moonbird spiked 47.4% in 7 days on rumours of a buyout by Little Penguin. No confirmation yet, but CT is all in. Meanwhile, Zora’s market cap jumped from $29M to $330M in a month, giving early holders the last laugh.
Elsewhere, Solayer’s first airdrop round has unlocked but only for wallets that stuck through the vesting cliff. If you were early, your bag’s waiting.
In the background, Vine’s market cap has hit $145M on pure Elon hype. No product, no code just the promise of AI-powered nostalgia.
And Bitget’s CEO + Yi Lihua are hinting that the “eternal bull market” is on its last legs. The last time they said this? Four years ago right before the final blowoff top. Worth keeping an eye on that heatwave-to-deepfreeze theory.
Final word
The market isn’t roaring. It’s simmering.
BTC dominance is falling, stables are piling in, and alts are creeping back up the ladder. Meme coins are making headlines again, and for once, treasury wallets and KOL gossip are moving in sync.
Something’s shifting. Slowly. Quietly. But you’ll feel it soon enough.
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