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The Crypto Minute
Your Weekly Guide to Surviving the Crypto Rollercoaster.
CoinBrain
July 28, 2025 • Reading Time: 12 minutes
Welcome back, frens! 👋
Something really interesting is happening in the crypto markets. Even top analysts are scratching their heads in disbelief 🤷
Read further as we discuss and explain what’s happening with Ethereum.
This is The Crypto Minute by CoinBrain 🧠
⤵️ Today’s Agenda:
Corporations are pivoting from traditional business to a “crypto treasury“ model, staking ETH and SOL.
Ethereum ETFs have seen record-breaking $2.18 billion in weekly inflows. ETH price increased by over 30%.
Galaxy Digital completed one of the largest BTC transfers ever! $9B+ for a Satoshi-era client.
ZORA token is pumping after the integration into the Base App (formerly Coinbase Wallet).
And more…
📊 Market Snapshot
| $118,400BTC-0.3% | $3,850ETH+1.0% | $3.9TCrypto Market Cap-0.5% | 64 (Greed)Fear & Greed Index-4 from last week |
📅 Crypto Events You don’t want to Miss
📌 Monday, July 28th - STRK Mainnet Upgrade
StarkNet (STRK) is leveling up with a mainnet upgrade.
If successful, this upgrade could drive bullish momentum for STRK and increase attention on zk-rollup ecosystems.
📌 Tuesday, July 29th - US CB Consumer Confidence, JOLTS Job Openings, MSFT Earnings
A drop in consumer confidence might nudge investors toward crypto as a hedge against economic uncertainty.
Microsoft also reports earnings, and a positive beat could ripple into tech-driven crypto optimism.
📌 Wednesday, July 30th - FOMC Rate Decision, Powell Speech, RSV Arbitrum Pool Ends
Big day for crypto volatility. The Fed’s rate decision and Powell’s tone can move markets in minutes.
Even subtle hints at policy direction could ignite a rally—or a dump.
📌 Thursday, July 31st - Jobless Claims, GDP, Core PCE Price Index
If jobless claims climb, crypto might benefit as a perceived safe haven.
On the flip side, strong GDP growth and higher PCE inflation could dent that narrative by strengthening the case for more Fed tightening.
📌 Friday, August 1st - US Average Hourly Earnings (monthly), US Non-Farm Employment Change, US Unemployment Rate
🐋Smart Money Tracker
Monday, July 21st: A whale created a new wallet (0x1bb3) and spent 2,082 $ETH ($5.87M) to buy 45 CryptoPunk NFTs on this day 🤯
Tuesday, July 22nd: ETH just dropped below $3,700! 😨
AguilaTrades flipped from short to long on $ETH and is now in the red again, with nearly $3M in losses.
Liquidation price: $3,654.77 — dangerously close to getting liquidated.
Wednesday, July 23rd: Trump's World Liberty just spent 13M $USDC to buy 3,473 $ETH at $3,743 again!
World Liberty has bought a total of 73,616 $ETH($275M) at an average price of $3,272, with an unrealized profit of $33M+
Thursday, July 24th: A whale wallet with 3,962 $BTC($468M) woke up after 14.5 years of dormancy and transferred 0.0018 $BTC($218) out as a test transaction.
This wallet received 3,962 $BTC($1,453 at the time) at $0.37 in January 2011.
Friday, July 25th: AguilaTrades has now closed $BTC long and flipped to long $ETH with 25x leverage.
Current position: 17,500 $ETH($65M).
Liquidation price: $3,601.35
Total PNL: -$36.75M
Saturday, July 26th: The massive $BTC sell-off is over!
Galaxy announced that they have completed the sale of over 80,000 $BTC ($9B+) for a Satoshi-era investor.
Sunday, July 27th: Whale 0xF436 (likely related DeFiance Capital) bought 30,366 $ETH ($114M) on this day.
Source: Lookonchain
📰 News Recap (July 21st to Sunday 27th)
🐕 Dogecoin treasury is the new goat
The tiny mining company Bit Origin establishes a “Dogecoin treasury“ and drops $10M on 40.5 million Dogecoin at $0.25 each.
Plot twist? They've got up to $500M locked and loaded for more DOGE shopping sprees! 💰
CEO Jinghai Jiang is betting big on Elon's X Money dreams and says Dogecoin is hitting an "inflection point" for micropayments.
DOGE pumped 5.5% after the news broke! 📈
⚡ "The Ether Machine" is going public with $1.5B War Chest
The Ether Machine is SPACing onto Nasdaq (ticker: ETHM) with 400,000+ ETH on the balance sheet.
That's more than any other public company! 📊
Source: ethermachine.com
The funding? Absolutely stacked: $645M from co-founder Andrew Keys, plus $800M+ from crypto heavyweights like Pantera, Electric Capital, and Kraken.
They're planning to make it rain ETH through staking, restaking, and DeFi strategies 💸
🚀 Justin Sun’s been waiting 4 years for his rocket!
That $28M bid is FINALLY paying off 💰 TRON founder Justin Sun is blasting off on Blue Origin's next mission after winning the auction way back in 2021.
In 2021, I bid $28M for a seat on @blueorigin’s New Shepard rocket—funds that went to @clubforfuture, Blue Origin’s foundation, to support 19 space-based charities inspiring the next generation of STEM leaders.
Proud to join Blue Origin’s NS-34 mission and continue encouraging
— H.E. Justin Sun 🍌 (@justinsuntron)
2:52 PM • Jul 21, 2025
This is peak Justin Sun behavior: Also dropped $6.2M on a duct-taped banana, committed $100M to Trump memecoins, and just rebranded a whole entertainment company to "Tron Inc." 🍌
🎨 ZORA rockets thanks to Base App integration
ZORA token (content tokenization platform) exploded from $0.0125 to $0.091 after Base App (formerly Coinbase Wallet) integrated Zora's tech for tokenizing social media posts.
Source: TradingView
Now every tweet can become an ERC-20 token with its own Uniswap pool! 🔄
The numbers don't lie: Daily coin creation DOUBLED from 5K to 10K after the integration.
Creators are literally turning posts into tradeable assets and earning from the action! 💸
🌍️ Story of the Week: Business is difficult, let’s buy ETH instead
Something wild is happening in crypto land. Ethereum ETFs just smashed records, and corporations are pivoting to a “crypto treasury“ business model, driving ETH price to the sky ☁️
Can this model actually last? Why are people crazy about the stocks of these companies? Let’s unpack this 📦️
Source: Peter Schiff on X
Meet the New Corporate Crypto Kings 👑
Remember when MicroStrategy made headlines buying Bitcoin?
Well, a whole new breed of companies has emerged, and they're going ALL IN on Ethereum and Solana instead.
These "crypto treasury companies" are essentially publicly traded crypto proxies with a twist - they actually MAKE MONEY from their holdings! 💰
The math is simple but genius: Buy ETH, stake it for 3-5% annual yields, use those rewards to buy MORE ETH, sell your stock at a premium, rinse and repeat.
It's like dividend stocks but for degens!
Source: coinbrain.com
The Big Players Making Moves 🐋
SharpLink Gaming ($SBET) is the absolute unit leading this charge.
Originally an affiliate marketing company, they said "screw it" and pivoted to becoming an Ethereum whale.
They now hold 360,807 ETH worth $1.31 billion - that's more than the Ethereum Foundation itself! 🤯
BitMine Immersion jumped in with 300,657 ETH ($1+ billion), while The Ether Machine is about to IPO on Nasdaq with $1.5 billion locked and loaded for ETH purchases.
Even Solana got some love - Upexi Inc is sitting on 1.9 million SOL tokens worth $381 million!
Source: Dune Analytics
Why is This Pumping Everything 🔄
Corporate buying is literally removing supply from the market while generating massive institutional legitimacy.
When public companies start treating crypto like treasury assets, it signals to the entire traditional finance world that this stuff is “legit”.
The feedback loop is beautiful:
Companies buy ETH → Price goes up → Their stock price goes up → They can raise more money → Buy more ETH → Repeat 🔁
Plus, with over 35 million ETH now staked, these corporate whales are actually making the network more secure while earning passive income.
The Numbers Don't Lie 📊
Ethereum ETF assets under management: New ATH of $15.5 billion
Daily trading volume: $2.1 billion average
Corporate ETH accumulation: Billions flowing in weekly
Stock premiums: These companies trade at 2-7x their actual crypto holdings
ETH price. Source: TradingView/CoinBrain
BlackRock's ETHA alone captured 80% of last week's inflows - when the world's largest asset manager is dominating your space, you know institutional adoption is real.
What This Means Going Forward 🔮
Crypto treasury companies are discovering whether they can build sustainable businesses around holding and staking digital assets.
The trend is spreading fast: More companies are announcing crypto treasury strategies every week.
⚠️ Caution is definitely in place since nobody really knows if the sentiment can last. We will see how this develops.
🔒 Major Token Unlocks of the Week
$INFRA - 3.3% of the total supply will enter circulation on July 28th, 2025.
$CO - 2.7% of the total supply will enter circulation on July 28th, 2025.
$WOM - 13.7% of the total supply will enter circulation on July 28th, 2025.
$DYDX - 0.9% of the total supply will enter circulation on July 31st, 2025.
$PRIVA - 5% of the total supply will enter circulation on August 1st, 2025.
$ATEM - 4.7% of the total supply will enter circulation on August 3rd, 2025.
Explore more unlocks with full vesting details.
💡 1 Minute Learning: Implied Volatility in Crypto Options
Implied Volatility (IV) = how wild the market expects price swings to be.
Higher IV ➡️ pricier options
Lower IV ➡️ calmer seas.
💸 Why It Matters:
Options prices aren’t just about the current price; they’re also about how much movement traders anticipate.
IV is the market’s forecast of future volatility.
⚖️ High IV ≠ Bullish or Bearish
IV doesn’t tell you the direction, just that something big might be coming. Up, down, or sideways chaos—it all pumps IV.
🧠 Pro Tip:
Compare Implied Volatility (expected) to Realized Volatility (actual).
➡️ If IV is too high? Options might be overpriced.
➡️ If IV is low but you expect fireworks? Bargain hunting time.
📊 Use Case:
Before opening a crypto options trade on BTC or ETH, check IV. It’s like checking the forecast before a surf trip—know what waves you’re riding.
🗞️ From our Blog
And that’s a wrap! 🎉 Enjoyed this newsletter? Forward it to a friend, and let them know they can subscribe here.
Got any ideas or feedback? We’d love to hear from you! Drop us an email at [email protected].
DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and not investment advice or a solicitation to buy or sell any assets or make financial decisions. Always do your own research and stay safe out there.