Dit is wat er vandaag gebeurt:
Als je hoopte op een adempauze op vrijdag, pech gehad! De markten kwamen swingend binnen.
De Altcoin Index kelderde naar 36, BTC dominantie verroerde zich nauwelijks, en stablecoin-walvissen pompten net $1B+ in.
Ethereum staat weer in de schijnwerpers, dankzij ETF-vraag en een verrassende vermelding van de Trump-dynastie.
Ondertussen presenteert Solana zichzelf als de toekomst van internetfinanciën, en Elon wil Vine nieuw leven inblazen met AI. Je kunt dit niet verzinnen.
BTC stabiel, alts dalen verder, maar stables stromen binnen
De marktdominantie van Bitcoin daalde iets naar 61,84%, terwijl de CMC Altcoin Index sterk daalde naar 36, diep in risicomijdend gebied.
Dat bevestigt de afkoelingsfase na het altseizoen. Alts bloeden nog steeds, en de eenvoudige rotaties zijn voorbij...voor nu.
Maar kijk hier eens naar: stablecoins zagen een netto instroom van $1.007B, met USDT die $573M toevoegde en USDC die $453M won. De totale stablecoinvoorraad is nu terug op $229.9B. Dat is serieus vuurkracht die het systeem opnieuw binnenkomt; stil, gestaag en klaar om toe te slaan.
ETH ETF-stromen, validatorstapels en een wild Trump-moment
Ethereum trok op de 24e $231M in ETF-instroom aan, wat BTC’s $194M overtrof. Dat soort institutionele eetlust signaleert meestal één ding: accumulatieseizoen.
En geaccumuleerd deden ze dat.
Bitmine (BMNR) bezit nu 566.800 ETH, ter waarde van meer dan $2.1B, met een +247% toename in 30 dagen. SharpLink Gaming (SBET) bezit 360.800 ETH, ter waarde van $1.35B, een stijging van 91% in dezelfde periode. Zelfs ETP's en beursgenoteerde bedrijven hebben sinds half mei 2.83M ETH toegevoegd.
Om de hype nog verder aan te wakkeren, heeft Eric Trump zojuist Ethereum op sociale media onderschreven. Hij deelde een grafiek die beweert dat ETH achter mondiale liquiditeit aan zit en boven de $8.000 zou moeten worden gewaardeerd, en noemde het “de meest ondergewaardeerde handelsmogelijkheid” en voegde eraan toe: “Ik ben het er volledig mee eens.”
Dus nu heeft ETH de steun van Powell, ETF's en de tweede zoon van Trump. Zeker, waarom niet.
Hoe te beginnen met handelen in Ethereum
Ethereum is meer dan alleen een munt, het is een heel ecosysteem. Als je klaar bent om ETH als een professional te verhandelen (of in ieder geval te doen alsof tot je het maakt), maakt Toobit het handelen in altcoins gemakkelijk. Van Spot tot Futures, we hebben de hele toolkit.
Trump slaat Powell op de rug en glimlacht
In een zeldzaam optreden bezocht president Trump het hoofdkantoor van de Federal Reserve en deelde het podium met Jerome Powell. Toen hem werd gevraagd naar hun geschiedenis, glimlachte Trump, klopte Powell op de rug en zei: “Ik wil dat hij de rente verlaagt.” Powell glimlachte. Onhandig.
De markten haalden hun schouders op, maar de boodschap is duidelijk: de druk neemt toe. Vooral nu Tesla de winst miste en 8.2% daalde, waardoor de technologie sector werd meegesleurd.
Ondertussen wees Trump geruchten van de hand dat hij de subsidies van Musk zou verminderen, zeggend: “Hoe beter zij het doen, hoe beter het gaat met Amerika.” Niet echt beleid, maar het is positief voor iedereen die op de AI-bubbel rijdt.
Pump mislukt, Solana's maanplannen en maakt Vine een comeback?
PumpFun's volledig verwaterde waardering daalde onder de $2.6B, vanaf een $4B fondsenwervingskosten. Dat is een reality check. Ondertussen blijft BonkFun stil nadat het eerder deze week het grootste marktaandeel terugkreeg.
Aan het grote-keten einde, Solana bracht een roadmap uit genaamd de “Internet Capital Market.” Het richt zich op app-level uitvoering, lage latentie en privacy-behoudende transacties, ontworpen om high-frequency trading (HFT) naar DeFi te brengen. De gemeenschap is al enthousiast over Jito BAM, een nieuwe MEV-component die eind juli wordt gelanceerd.
Solana-ontwikkelaars stellen ook een 66% verhoging van de blokcapaciteit voor, waardoor het aantal berekeningseenheden per blok van 60M naar 100M wordt verhoogd. Als dit wordt goedgekeurd, kan dit kwantitatieve firma's, MM-strategieën aantrekken en zelfs de liquiditeitsdominantie van CEX uitdagen. Het middellange termijn doel? 150ms finaliteit en CLOB-aangedreven DEX-dominantie.
Vine is ook terug... blijkbaar. Elon Musk zegt dat hij het nieuw leven zal inblazen met AI, wat een onmiddellijke piek veroorzaakte in Vine-gerelateerde tokens. Omdat dat natuurlijk zo is.
Alpha watch: Solana pompfuel, Circle's nieuwe stablecoin en GPT-5 dreigt
Het Solana alpha-verhaal wint aan kracht. JitoSOL is zojuist toegevoegd aan REX-Osprey's SSK ETF, dat Solana-stakingderivaten volgt, wat meer geloofwaardigheid toevoegt aan DeFi-native yield assets.
Tegelijkertijd lanceert Circle USYC, een rente dragende stablecoin gedekt door Amerikaanse staatsobligaties, native op BNB Chain. Dat is een directe schot voor de boeg van DeFi-geldmarkten en zou een serieuze speler kunnen worden voor passieve inkomenszoekers.
Ook vermeldenswaard: OpenAI bereidt zich voor om GPT-5 in augustus uit te brengen, wat een nieuwe AI-tokenmanie kan opstarten. Je bent gewaarschuwd.
Laatste woord
ETH wordt optimistisch. BTC houdt stand. En alts? Ze glijden nog steeds.
Maar stablecoins stromen binnen, Solana bouwt alsof het 2021 is, en zelfs Vine lijkt een Lazarus-moment te hebben. Welkom op vrijdag. Alles is kapot en op de een of andere manier is dat positief.
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