Sam Davis

​​📉 Market Overview ​​The market corrected after the recent rally as ETF momentum faded. Bitcoin dropped to ~$117K, while Ethereum is still holding around the ~$3K level. Total crypto market cap is down ~4%. Bitcoin: $117,036 -4.20% Ethereum: $2,988 -1.22% HYPE reached an all-time high at above $49 but saw a slight pullback today amid a weakening market. Market Cap: $3.85T 24h Liquidations: $494.70M Fear & Greed Index: 73 (Greed) Altcoin Index: 35/100 👉 Latest News - Strategy resumes Bitcoin buys, acquires 4,225 BTC for $472.5M as total holdings surpass 600,000 BTC - Pump(.)fun token PUMP is live and currently trading at ~5.7B FDV and $2B MC - Coinbase hits $100B market cap for the first time 👉 Small Cap Gainers CROSS +61% BugsCoin +42.3% Velvet Capital +28.7% Opulous +26.6% Everclear +26.5% 👉 Recent Funding Rounds - Strangelove M&A, acquired by Ondo Finance - MemeCore M&A, acquired by Klein Labs - Opyn M&A, acquired by Coinbase Ventures

There is no growth without corrections: bitcoin fell below $117k. Liquidations in 24 hours amounted to almost $500m, the altcoin index is stuck at 35 points and is unlikely to go higher for now 😕 One of the ancient whales sold 16,843 BTC ($2 billion) on the OTS via Galaxy Digital. Profit taking has begun, now it all depends on the level of demand 🤔 OCC, FDIC and FRS regulators have provided guidance for banks to hold cryptocurrencies 🏦 Santiment: bitcoin covers about 43% of social media discussions and that's a 2 year high. FOMO happened and now they are shaving for it, waiting for the market to dump the excess passengers 😳 Research: Vanguard is Strategy's largest shareholder despite cryptocurrency heath 😁 Moscow Exchange to launch trading in BlackRock's ETH ETF futures 📊 Sharplink Gaming acquired 24,371 ETH ($73.2 million) 🤑 DeFi Arcadia Finance hacked for $2.5 million 🤬

😮BTC shakes up to $117k The 80k BTC address has already transferred a total of 16,843 BTC (~$2 billion) to Galaxy Digital's address. From this address, bitcoins are gradually being sent out to exchanges and prepared for sale. This could be one of the reasons for today's spill. Also recall that CPI data is released at 3:30pm, so it could be volatile in the moment✈️

🌐 The Convergence of Crypto Payments and AI: A New Era in Web3 Ecosystems 🔗 The crypto payments landscape is evolving as it merges with artificial intelligence (AI) technologies. A report by Oak Grove Ventures explores this shift through three case studies: Crossmint’s collaboration with Boba Guys, AEON’s crypto-native payment protocol for AI agents, and Gaia Network’s partnership with MoonPay. These examples illustrate how technology integration is transforming payment processes and user interactions. 🔄 At the heart of this transformation is a new logic: AI enhances payment systems with dynamic decision-making, while blockchain provides a secure execution environment for AI agents. This creates a closed loop of “data on-chain → intelligent processing → value transfer.” The AI agent market is expected to grow significantly, from $5.1 billion in 2024 to $47.1 billion by 2030, with a compound annual growth rate (CAGR) of 44.8%. As a value carrier for AI, crypto payments are redefining user interactions in Web3 and driving the digital transformation of traditional sectors. 🌍 This trend highlights how technological collaboration is bridging the gap between on-chain and off-chain worlds. Crypto payments connect data value while AI facilitates intelligent alignment between assets and behavior. We are approaching a tipping point in realizing the vision of a value internet—moving from concept to large-scale application. 👉 For a deeper understanding of the case studies, industry challenges, and future prospects of this integration, click on the original link to access Oak Grove Ventures’ comprehensive research.

​​📈 Market Overview Bitcoin continues to climb, reaching $122K and extending its streak of all-time highs on huge ETF inflows. Ethereum holds above $3K, while the total crypto market cap has now crossed $4T. Bitcoin: $122,103 +3.55% Ethereum: $3,024 +2.14% PENGU surged ~30% as major X accounts adopted Pudgy Penguin NFT PFPs, with the floor price for the collection climbing ~24%. Market Cap: $4.00T 24h Liquidations: $701.36M Fear & Greed Index: 74 (Greed) Altcoin Index: 33/100 👉 Latest News - PUMP token presale sells out in 12 minutes, raises $600M - Nasdaq-listed K Wave Media secures $1B to fund its Bitcoin treasury strategy - Perplexity adds Grok 4 and teams up with Coinbase for crypto insights 👉 Small Cap Gainers Pudgy Penguins +24.8% Algorand +21.6% Morpho +14.7% IOTA +13.7% Sui +13.4% 👉 Recent Funding Rounds - Uweb $3M Angel Round led by Avenir Group - Remix $5M Seed Round led by Archetype Ventures - Kolscan Series M&A Round backed by pump.fun

BTC pleased everyone, even those who do not hold it, because there is hope for the alt season. Shortists are in pain: $703 million has been liquidated over the past 24 hours, and the guy on the HTX exchange lost $92.51 million in one deal 🔪 It seems that progress in the trade deal between the EU and the United States is weak, because Trump once again said that 30% duties will be imposed for Europe from August 1. When will they agree?☹️ CZ reposted an investigation indicating that Bloomberg’s anonymous source for Binance material is Coinbase. The Internet believes that Coinbase is afraid of the return of the top 1 of the exchange to the United States 🟠 James Wynn deleted his account in X. Upset because of the ATN on the beat😡 The Central Bank of the Czech Republic bought Coinbase shares for $18 million🏦 Metaplanet bought 797 BTC ($93.6 million). And Michael Sailor may have returned to shopping🤑 Presale PumpFun raised $600 million in 12 minutes. Everyone complains that they have no money, but how to explain it? 🤑 🔹 Top 3 for 24 hours: PENGU- $0,02875 (↑24,77%) Algorand - $0,2842 (↑19,42%) Sui - $3,91 (↑14,32%)

Basic tips for AI that will help you in your work🫡 These are basic examples that you can easily adapt to yourself. 🤑 Cryptocurrency reserct: ▪️ Identify potential centralization risks in [Name] and explain how they can affect security and decentralization. Focus on smart contracts, private key management and update mechanisms. ▪️ Analyze the market performance, liquidity dynamics and evaluation metrics of the native token [Name] for the last [X period, for example, 6 months]. Provide historical total market capitalization, current market capitalization, average daily trading volume, listings on exchanges, price volatility, TVL (if applicable) and P/F and P/S ratios. Provide a market analysis report with the corresponding charts and the ‘Market Performance Summary’ table. ▪️ Rate social activity and mood of the community [Name] on platforms such as Twitter, Reddit and Discord. Identify trends, level of involvement and any alarm signals indicating artificial activity or lack of interest. 🎮 Code generation: ▪️ You are an expert in [programming language] developer. Write a function that [task description]. Make sure that the function is: well documented, optimized for performance, reliable, modular. ▪️ Here is the basic implementation [algorithm/function] in [programming language]: [code fragment]. Now improve this implementation by optimizing it using [optimization technique, such as memoization]. Explain: why the optimized version is better, improvements in time complexity, any compromises. ▪️ Convert the following function to [sorel language] to [target language]. Make sure that: equivalent functionality is preserved, key differences in syntax and behavior are explained, the necessary modifications are highlighted. 📎 Content and marketing: ▪️ Generate 5 SEO-optimized titles for a blog about [topic]. ▪️ Create a plan for a comprehensive guide to [topic]. ▪️ Write a fascinating introductory paragraph for a blog article about [topic]. ▪️ Suggest 10 ideas for blog posts for [niche] that beginners will like. ▪️ Write posts for Instagram for a week promoting my [product/service] in a clear and unobtrusive manner. ▪️ Create a convincing advertising text for Facebook to demonstrate environmentally friendly options in everyday life. ▪️ Develop a marketing campaign for [specific holiday/season]. Include [senter ideas, relevant hashtags and visual materials]. ▪️ Create a 5-step chain of emails for [potential customers] who have subscribed to [our newsletter] in order to encourage them to [buy][product]. 📊 Market research: ▪️ Who is our ideal client? List their demographic data, interests, problems and how [your product/service] solves their problems. ▪️ Analyze the conclusions in this [report]. I am particularly interested in general topics about [topic], which will help me better position [marketing materials] for [product] for [target audience]. ▪️ Find the relationship between [variable 1] and [variable 2]. Is there a direct connection? How strong is the connection? Is it positive or negative? ▪️ Identify the hidden factors that affect the [variable]. For example, does the weather affect sales? What factors link these variables? 🖥 Data visualization: ▪️ Create a line graph showing trends [metric] over time. X axis: [time period], Y axis: [measurement]. Highlight: highest/lowest points, significant trends. ▪️ Generate a histogram to compare [categories] by [metric]. Use contrasting colors for comparison. 🗓 Time management: ▪️ Help me make a weekly schedule that balances content creation, customer service and business growth. ▪️ List 10 ideas of systems or automation that I can implement to reduce recurring tasks. Save them to use them in your work🥰

ChatGPT is betting on XRP growth to $3.5 🤑 Now there is a lot of attention to XRP, here is the strategy offered by ChatGPT based on RSI and BB on the daily chart. 🕯 Technical Analysis ▪️ The price has confidently broken through the upper band of BB - a classic signal of a strong impulse and possible continuation of growth. ▪️ The expansion of the bands indicates high volatility - both continuation of the trend and sharp reclints are possible. ▪️ At the level of RSI ~80 - obvious overbought, which greatly increases the likelihood of short-term rollback. ▪️ Nevertheless, the «trend» RSI (>60) remains, which confirms the strength of the upward trend. 🖥 Scenarios ▪️ Basic (60%): $2.5-3 - growth by 10-25%. ▪️ Optimistic (25%): $3-3.5. ▪️ Negative (15%): fall to $2.10-2.2 and another attempt to grow. 📌 Recommendations ▪️ Entry point: rollback to the middle band BB (~$2,32-2.38). ▪️ Stop-loss: just below the support - $2.20-2.25 (globally) or $2.50 (in-day protection). ▪️ Goals: $3 and further $3.4-3.5. ▪️ Management: Small starting positions, selection at break $2.6-2.7.

🔥 Surprising developments behind USD1: According to Bloomberg, Binance quietly supported the creation of a new stablecoin called USD1, developed by World Liberty Financial — a firm reportedly linked to the Trump family. Binance is said to have contributed to the base code of the token, although it has not publicly admitted this role. 💵 Massive transaction alert: In spring 2025, USD1 played a key role in a $2 billion transaction. The UAE-based MGX fund used the stablecoin to acquire a significant stake in Binance, marking one of the largest such deals in the crypto industry this year. 🏦 Where’s the money now? Over 90% of USD1 remains parked in Binance wallets. These holdings are reportedly generating interest income, suggesting that the token’s backing assets — and control — are largely centralized within Binance’s ecosystem. 🤔 Official silence, unofficial promotion: Despite heavily promoting USD1 to its user base, Binance has avoided confirming its developmental role. The company described its involvement as part of a “standard listing procedure,” distancing itself from deeper engagement with the token’s origins.

💼 Metaplanet Sees Massive Gains on Bitcoin Holdings Japanese firm Metaplanet — often referred to as the “Asian MicroStrategy” — is now sitting on a remarkable $171 million in unrealized profit from its Bitcoin investments. 📊 Strategic Accumulation Pays Off The company currently holds 13,350 BTC, having acquired it at an average purchase price well below today’s market value. This long-term accumulation strategy is clearly proving successful. 📉 No Panic, Just Patience Rather than making erratic moves, Metaplanet has demonstrated steady institutional discipline, staying true to its Bitcoin thesis with consistent, calculated buying. 🚀 Conviction Over Hype With Bitcoin’s continued growth, Metaplanet’s patient strategy highlights the power of conviction in the face of market volatility — a clear example of how long-term thinking can yield big rewards.

​​📈 Market Overview Bitcoin set new all-time-highs for the second day in a row, reaching $118K, while Ethereum surged over 7% toward $3K, triggering $1+ billion in short liquidations across the market. Bitcoin: $118,211 +6.21% Ethereum: $3,018 +8.13% Kinto token crashes ~87% in 24 hours after Arbitrum contract exploit. Company promised to share a full report with the public and relevant authorities. Market Cap: $3.86T 24h Liquidations: $1.25B Fear & Greed Index: 71 (Greed) Altcoin Index: 31/100 👉 Latest News - Pump.fun buys Solana-based copy-trading wallet tracker Kolscan - LIBRA token creator fights class suit, citing lack of jurisdiction - BIT Mining pivots to Solana with plan to raise up to $300 million for SOL treasury 👉 Small Cap Gainers Hyperlane +95% Levana +64.5% InfinityGround +58% International Meme Fund +50.8% Resolv +48.6% 👉 Recent Funding Rounds - Agora $50M Funding Round led by Paradigm - Aspecta Strategic Round backed by YZi Labs - NEXBRIDGE $8M Series A Round led by Fulgur Ventures

BTC continues to update ATN - $118,400, and ETN has finally returned to $3,000. The amount of liquidations in 24 hours increased to $1.25 billion - a record since January 2025. One trader shaved a position of $88 million in the BTC/USD pair 🕯 Media: China plans to print money to increase fiscal support for the economy in the second half of the year😉 Ethereum Foundation wants to introduce zero-disclosure (ZK) proofs into the blockchain, starting with the deployment of L1 zkEVM 🕔 Michael Sailor: “In the palaces of eternity, there are screams of those who sold their BTC.” Never sell your bitcoin🤑 Hayden Davis, who created the Libra scam coin, is trying to reject the New York State lawsuit against him, claiming that the LIBRA token was offered worldwide 😠 Today Upbit will be cleaned by Ethena (ENA)🧪 🔹 Top 3 for 24 hours: Sei- $0,3217 (↑21,30%) Ethena - $0,3511 (↑20,59%) Worldcoin - $1,08 (↑17,44%)

Bitcoin broke through $116 thousand - this is a historical record for cryptocurrency. Over the past day, BTC has added more than 4%

Trader Qwatio was liquidated again for $16.2 million🔪 When he shorted ETH and BTC on his balance sheet was $16.28 million, and now there is only $67k left. A clear example for those who consider trading simple and extremely profitable. But ETN is traded for about $2,800, even the belief in $3,000 appears again🥰

​​💸 Pumpfun ICO & PUMP Tokenomics The leading Solana memecoin launchpad pump.fun has announced an ICO for its native token $PUMP. The public sale begins on July 12, offering 15% of the total 1T supply at a price of $0.004 per token. Tokenomics: 33% — ICO 24% — community initiatives & ecosystem 20% — team 13% — existing investors Rest goes to platform support, liquidity, & growth. $PUMP will be tradeable 48–72h after the ICO via Bybit, Kraken, KuCoin & others (KYC required).

Rumors: PumpFun may prohibit participation in the presale of the BONK token community🤬 In the PUMP token sale code, they found a line that blocks users who bought something ending in -bonk in the last few weeks. Are you ondested? After all, on July 6, the LetsBonk platform bypassed PumpFun😁

Abnormal whale activity continues😮 Another address woke up, after 6 years of hibernation, and moved 9,000 BTC ($977 million). Over the past 24 hours, he has sent 17,283 BTC ($1.88 billion) to various addresses. Just don’t go through the market, please🙏

​​📉 Market Overview The overall market momentum leans slightly bullish, with most large-cap assets seeing modest gains. BTC dominance slipped by 0.6%, while ETH rose 1.9%, marking its second straight week of ETF inflows. Bitcoin: $108,734 -0.45% Ethereum: $2,626 -2.77% CRO has emerged as the top performer among the tokens included in the Truth Social Crypto Blue Chip ETF, gaining 18% over 24h. Market Cap: $3.54T 24h Liquidations: $138.93M Fear & Greed Index: 66 (Greed) Altcoin Index: 28/100 👉 Latest News - Dubai approves first regulated tokenized money market fund in QNB-DMZ deal - Truth Social files for blue-chip crypto ETF including BTC, ETH, XRP, SOL, and CRO - Metaplanet wants to use Bitcoin as collateral to access bank financing 👉 Small Cap Gainers Echo Protocol +67.8% Treasure +49.9% AMO Coin +33.9% MESSIER +23.4% Synapse +21.9% 👉 Recent Funding Rounds - BridgePort $3.2M Seed Round led by Further Ventures - Crystal Intelligence Strategic Round backed by Tether - DigitalX $13.5M Strategic Round backed by ParaFi Capital, Animoca Brands and UTXO Management

BTC again did not catch on to $109k, TA followers will easily find a triangle on 4H with the goals of reaching $105k and $1111k. And the adepts of altcoins can only hold on, as in the video 🕯 Elon Musk walks on the edge of the abyss: «How can people expect people to believe Trump if he didn’t publish Epstein’s files?»🕑 The President of the United States again calls on the head of the FRS to lower the rate and threatens him with dismissal. Powell is a flint, the probability of keeping the rate on July 30 is 95%🗽 Tether has about 80 tons of gold ($8 billion) in the Swiss storage🤑 Upexi and DeFi Development acquired 735,692 SOL ($110 million) and 47,272 SOLs ($7.03 million), respectively 🤑 The ancient whale woke up after 6 years of hibernation and transferred 17,283 BTC ($1.88 billion) to other addresses🐳 Research: most tokens on LetsBonk and PumpFun release bots. And then everyone is surprised that almost all memes are scams 🤬 🔹 Top 3 for 24 hours: Cronos - $0,09568 (↑18,56%) SPX6900 - $1,41 (↑11,89%) Raydium - $2,39 (↑10,24%)

Hopium: BTC price is undervalued 🤑 Bitcoin Mayer Multiple shows that the 200SMA is now in the neutral zone at 1.1. Price overheating starts when the indicator is above the 1.5 level. Fun fact: according to Coinglass list, none of the 30 indicators about BTC peak indicates overheating 😠