Altcoin seizoen? Nog steeds vast in het verkeer.
De marktdominantie van Bitcoin steeg met 0,60% tot 61,40%, terwijl de CMC Altcoin Index wankelde op 40.
Het is geen ineenstorting, maar ook geen grote opleving. Het is een markt die op iets wacht. En op dit moment kan dat "iets" Powell zijn, een tariefupdate, of een andere KOL-pomp op een meme-token.
Maar het grote geld? Het is al in beweging. En het wedt bullish.
DJT zet $300M in op BTC blootstelling via opties
Volgens Bloomberg heeft de Trump Media Group (DJT) net $300M in callopties gestoken gekoppeld aan Bitcoin-blootstelling, waarschijnlijk verspreid over spot ETF's, MSTR-aandelen en mogelijk andere BTC-gerelateerde investeringen. Als dit waar is, heeft de Trump-familie net hard ingezet op crypto-opwaartse beweging. En met Powell die deze week naar verwachting rentebesluiten aankondigt, is de timing pikant.
Optiehandel gerelateerd aan Bitcoin kan de nieuwste weg naar winst zijn voor de Trump-familie https://t.co/9BqyJwNACr
— Bloomberg (@business) 26 juli 2025
Ondertussen vertelde Trump zelf aan verslaggevers dat de Fed de rente moet verlagen. Geen ruimte voor dubbelzinnigheid daar.
Hoe je kunt beginnen met het handelen in Bitcoin
Bitcoin is de OG—nog steeds de koning van de heuvel, nog steeds de markten in beweging brengend. Of je nu sats stapelt of volledig degen gaat met leverage, Toobit geeft je alles wat je nodig hebt. Spot, Futures en alle toeters en bellen.
Stablecoins dalen, ETF's lekken en volatiliteit fluistert
Het was geen sterke dag voor liquiditeit. Stablecoins zagen $330M aan netto-uitstromen, met USDC die $396M daalde en USDT nauwelijks de lijn vasthoudend met een $22M instroom. De totale stablecoin-voorraad bedraagt $229,81B, opnieuw dalend na de stijging van vorige week.
ETF-stromen volgden het voorbeeld. Op 28 juli verloren Bitcoin ETF's (exclusief BlackRock) $21M, terwijl ETH ETF's een zwaardere $67M verloren. Een beetje een omkering van de vorige instroomcyclus. Handelaren kunnen hun risico's verminderen voorafgaand aan de bbp-publicatie en Fed-persconferentie van deze week.
De dollarindex steeg met 1,01% tot 98,699, en de 10-jarige rente steeg tot 4,408%, wat suggereert dat macro-stress weer op tafel ligt. Goud? Weer naar beneden. BTC? Blijft stabiel.
Solana en BNB treasury-zetten worden zakelijk
Laten we het hebben over grote zetten.
ARK Invest kondigde aan dat het zijn validatoractiviteiten migreert naar SOL Strategies, waarmee het officieel zijn Solana-infrastructuur inzet. Ondertussen plant Upexi de verkoop van tot $500M aan aandelen om zijn SOL-treasury uit te breiden, een volledige "Solana als reserve-activum"-duw.
Maar de echte blikvanger: CEA Industries (VAPE) en 10X Capital verzamelen $500M met een optionele kicker van $750M in warrants om 's werelds grootste openbare BNB treasury-bedrijf te lanceren. Ze claimen meer dan 140 institutionele ondersteuners, waaronder Pantera, GSR, Blockchain.com, Kenetic en meer.
En SUI? Mill City Ventures III verzamelt $450M om een SUI-gefocusseerd treasury-platform op te bouwen. Blijkbaar zijn L1-treasuries de nieuwe holdings.
Alpha watch: Plasma FOMO, Linea cross-chain, en bounce wordt echt
Plasma heeft net openbare fondsenwerving afgesloten met $373M opgehaald, 7x overschreven. De mainnet-bèta gaat nu live met een wilde $1B aan totale waarde vergrendeld, waardoor het het snelste protocol in de geschiedenis is dat dat cijfer bereikt. Verwacht dat elke VC-tweet deze week het zal noemen.
Linea hypet een "kritieke week" en roept op tot cross-chain bridging naar hun netwerk. Als je eerder taken hebt uitgevoerd, is dit je moment om je inzet te verdubbelen.
Ondertussen heeft Bounce Finance een perpetueel contractplatform gelanceerd met beloningspremies voor testers en vroege handelaren. Taken zijn actief. Beloningen zijn actief.
Dus ja, ga knoppen indrukken.
Laatste woord
De dominantie van Bitcoin kruipt weer omhoog. ETF-stromen worden koud. En de Trump-familie heeft net een $300M leveraged inzet geplaatst op crypto-opwaartse beweging.
De markt lijkt misschien rustig, maar onder de oppervlakte laden walvissen zich op, vormen treasuries zich, en wachten altcoins gewoon hun tijd af.
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