Het tij keert en het ruikt naar vers gedrukt fiat.
De SEC heeft zojuist fysieke inwisseling goedgekeurd voor Bitcoin en Ethereum ETF's, waardoor instellingen een directe weg hebben om aandelen in te wisselen voor munten. Tegelijkertijd hamsteren ETH-whales zoals in 2021, met 648.000 ETH stilletjes verzameld sinds 10 juli over meerdere wallets. Dat is ongeveer 2,44 miljard dollar bij een gemiddelde instapprijs van $3.445.
De dominantie van Bitcoin klom terug naar 61,57 procent, terwijl de Altcoin Index daalde naar 38. Deze week behoort duidelijk toe aan de majors.
De Fed komt eraan
Stel je klokken in. Op 31 juli om 2 uur 's morgens Beijingtijd zal de Fed zijn volgende rentebesluit onthullen. De markten zijn gespannen, de volumes zijn laag en iedereen kijkt naar Powell alsof hij de cheatcodes vasthoudt.
Investeerders die de opmerkingen van Jerome Powell woensdag analyseren voor enige hint dat de Federal Reserve dichter bij een renteverlaging komt, kunnen teleurgesteld worden https://t.co/4TRamFWzST
— Bloomberg (@business) 29 juli 2025
De dollarindex zweeft rond 98,7. De tienjaarsrente daalde iets naar 4,328 procent. Goud kruipt terug naar veiligheid op 3.330,30 dollar. De macro mist is dik. Maak je klaar.
ETF-stromen stabiel, ETH-voorraden krijgen een klap
Op 28 juli voegden Bitcoin ETF's 157 miljoen dollar toe, terwijl Ethereum ETF's 65 miljoen dollar wonnen. Ondertussen zag USDC een uitstroom van 87 miljoen dollar, wat de voorraad van stablecoins naar 229,76 miljard dollar bracht. De rotatie koelt af, maar keert niet om.
Toch voelen ETH-aandelen het. Bitmine Immersion en SharpLink Gaming, de twee toonaangevende openbare ETH-schatkistbedrijven, daalden beide meer dan 8,8 procent in de Amerikaanse handel. Investeerders nemen mogelijk winst of dekken zich in voorafgaand aan de Fed.
Als reactie heeft Bitmine zojuist een aandelen inkoopprogramma van 1 miljard dollar aangekondigd. Het is open-ended en klaar voor inzet wanneer dan ook. De ETH-schatkist wapenwedloop is nog lang niet voorbij.
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 te verhandelen als een pro (of in ieder geval net doen alsof je het kan), maakt Toobit het handelen in altcoins gemakkelijk. Van Spot tot Futures, we hebben de hele toolkit.
MetaMask betreedt DeFi inkomensspel
MetaMask Wallet biedt nu native rendement op stablecoins via Aave, direct in de app. Passief inkomen zonder gecentraliseerde beurs. Dat is een DeFi UX glow-up.
Pump verhoogt inkoop, Treehouse laat tokens vallen en Linea opent de kluis
Pump.fun heeft stilletjes zijn dagelijkse token inkooppercentage verdubbeld. Het ging van 25 procent naar 100 procent van het platforminkomen, en ze hebben zelfs geen formele aankondiging gedaan. Als je hebt gefarmd, is het nu een goed moment om je wallet te controleren.
Het ETH stakingprogramma van Treehouse heeft 40 tot 60 dollar aan tokens uitgedeeld voor een inzet van 0,01 ETH. Dat is ongeveer 0,5 tot 0,6 procent dagelijks rendement als je er vroeg bij was.
En Linea heeft zijn volledige TGE-uitbreking gepubliceerd. Tweeëntwintig procent van de tokens zal bij de lancering ontgrendelen, inclusief 9 procent voor LXP-houders. Een aparte LXP-L drop komt later. Strategische bouwers en market makers krijgen ook vroegtijdige liquiditeit.
Alpha watch: ETH verjaardag mint, Ray Dalio draait om, BNB kortingsevent
De 10-jarige jubileum NFT van Ethereum is nu gratis te minten op ethereum.org. Het mag dan nostalgisch zijn, maar bragging rights op de blockchain worden nooit oud.
Ray Dalio, oprichter van Bridgewater, zei zojuist dat investeerders 15 procent van hun portefeuille in Bitcoin of goud zouden moeten stoppen. Hij noemde de Amerikaanse schuldencrisis en het langetermijnrisico van valutaverzwakking.
Laatste woord
Fysieke ETF-inwisseling is live. ETH-whales laden zich in. MetaMask betaalt rendement. Ray Dalio dekt zich in met Bitcoin. Allemaal net voor de Fed.
Deze week is al beladen. Als Powell een stap terug doet, krijgen we misschien wel vuurwerk.
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