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The Crypto Minute
Your Weekly Guide to Surviving the Crypto Rollercoaster.
CoinBrain
August 04, 2025 • Reading Time: 11 minutes
Whoa! The US is really making some moves in crypto. Soon, we might see tradFi and onchain becoming one big ecosystem…
Mixed feelings? Yea, me too 🤔
Anyway, this is The Crypto Minute by CoinBrain 🧠 - the only cure for your crypto brain rot.
⤵️ Today’s Agenda:
The US Administration goes all in for crypto with plans for “bringing all traditional markets onchain“ and other regulatory moves.
The power needed for AI cuts into the profits of Bitcoin miners, sparking a competitive battle.
ETH hype slows down, but larger-scale trends show capital transfer from Bitcoin to Ether.
NFTs see a massive increase in trading volume after corporations express interest in CryptoPunks.
And more…
📊 Market Snapshot
| $114,400BTC-4.1% | $3,550ETH-9.3% | $3.7TCrypto Market Cap-9.2% | 48 (Neutral)Fear & Greed Index-16 from last week |
📅 Crypto Events You don’t want to Miss
📌 Monday, Aug 4th:
Babylon Social Airdrop Registration Closes (12:00 PM UTC) - Eligible participants will receive $BABY tokens automatically after the registration. The process involves connecting social accounts to the official Babylon platform.
Solana Seeker Launch - Seeker is a Web3-focused smartphone, giving users access to dApps, enhanced security, and integration with the Solana Mobile economy.
📌 Tuesday, Aug 5th: US ISM services PMI
The US Institute for Supply Management (ISM) will release its latest PMI (Purchasing Managers’ Index) data
We are looking for numbers that are below the forecast 👇️
📌 Wednesday, Aug 6th: Chainlink Rewards
Season Genesis launches a pilot airdrop in collaboration with a Microsoft-supported ZK blockchain (Space and Time)
Most committed stakers and eligible participants can claim their share of 100 million SXT tokens over a 90-day window
📌 Saturday, Aug 9th: ETHVIETNAM 2025 and CONVICTION 2025 conferences
🐋Smart Money Tracker
Monday, July 28th: A wallet possibly linked to HashKey Capital deposited 12,000 $ETH($47.18M) to OKX on this day.
Tuesday, July 29th: During this day, GalaxyDigital has transferred out another 3,782 $BTC($447M), most of which went to exchanges.
Wednesday, July 30th: Anchorage Digital has accumulated 10,141 $BTC($1.19B) from multiple wallets during this day.
Thursday, July 31st: The $PUMP price is pumping, but Machi Big Brother (@machibigbrother) is closing his long positions at a loss.
He still holds a 4.175B $PUMP ($13.3M) long position with a loss of $4.47M.
Friday, Aug 1st: AguilaTrades (@AguilaTrades) has been fully liquidated, wiping out almost all of his funds on Hyperliquid.
Their total losses are now close to $40M!
Saturday, Aug 2nd: Arthur Hayes (@CryptoHayes) sold 2,373 $ETH ($8.32M), 7.76M $ENA ($4.62M) and 38.86B $PEPE ($414.7K) on this day.
Sunday, Aug 3rd: AguilaTrades is back, using remaining $86K to open a 40x leveraged long of 29.76 $BTC($3.4M).
Liquidation price: $112,644.
Source: Lookonchain
📰 News Recap (July 28th to Aug 3rd)
AI vs Bitcoin Miners: The Energy Wars Heat Up ⚡
U.S. Bitcoin hashrate growth has stalled at 36% as AI firms swoop in with deeper pockets and long-term energy deals.
Major miners like Riot Platforms paused a 600-MW buildout in Texas, while others like Iris Energy shifted focus to AI cloud services (now pulling in $25M+ annually).
The result? "Two tech revolutions colliding," according to GoMining Institutional.
Some Bitcoin firms are now rebranding as data center providers just to survive the competition.
Markets Looking Shaky as ETH ETF Hype Cools 📉
🚨 Bitcoin couldn't break $120K and slipped to $114,625. Ethereum held above $3,500 but still lost ground, while SOL got hit hardest with a -13% weekly drop to $162.
Ethereum ETF inflows crashed to just $65M on Monday - way down from the $720M peak earlier in July.
Meanwhile, Bitcoin ETFs are quietly attracting more flows as the spotlight shifts.
Despite slower ETF action, Glassnode data shows capital rotating from BTC to ETH behind the scenes 💵
CryptoPunks Are Back! 🐸 Corporate NFT Buying Spree
CryptoPunks just posted their biggest week since March 2024 with $24.6M in trading volume - a massive 416% jump from the previous week! 🚀
The catalyst? GameSquare (parent company of FaZe Clan) dropped $5.15M in preferred shares to snag Punk #5577 - one of only 24 rare "Ape Punks."
They valued it at 3x floor price, marking the first major corporate NFT acquisition financed with equity! 💼
Punks jumped from 40 ETH to 47.5 ETH, while average sale prices rocketed from $140K to $182K.
Robinhood's Crypto Takeover: $28B Volume + Tokenization 🚀
📈 Q2 trading volume hit $28B (+32% YoY) while transaction-based crypto revenue doubled to $160M.
CEO Vlad Tenev called tokenization "the biggest innovation our industry has seen in the past decade." Bold claim!
HOOD dropped $179M on WonderFi (Canada expansion) and $200M on Bitstamp (now doing $7B in monthly volume post-acquisition).
They're also building a Layer 2 blockchain with Arbitrum and launching tokenized stocks in the EU.
🌍️ Story of the Week: US “Project Crypto“ and its ultimate roadmap
Holy regulatory 180, Batman! 🦇 This week delivered the biggest crypto policy bombshells since... well, ever.
The Trump administration just dropped a 168-page " crypto regulatory Bible" that reads like a crypto maximalist's fever dream, and the SEC introduces the “Project Crypto“.
SEC's "Project Crypto" Shock Drop 💥
New SEC Chair, Paul Atkins, launched "Project Crypto" - an initiative to bring ALL traditional markets on-chain.
Yes, you read that right. The same agency that spent years suing crypto projects now wants to:
"Overhaul the traditional finance system with on-chain activations and DeFi integrations."
Source: sec.gov
Atkins called crypto a "generational opportunity" and slammed the previous regime's "enforcement by crusade."
The plan? Develop frameworks for crypto issuance, tokenized stocks, and securities - basically everything Gensler tried to kill.
White House Reveals Crypto Roadmap 📋
The President's Working Group (Treasury Secretary Bessent, Commerce Secretary Lutnick, and Atkins) released their comprehensive crypto report.
Source: whitehouse.gov
🔥 The highlights:
Self-custody rights - Congress should affirm people can hold their own crypto without middlemen
CFTC authority expansion for spot markets in non-security digital assets
DeFi welcome mat - policymakers should embrace decentralized finance
Tax clarity - recognizing crypto's "unique characteristics" (finally!)
Safe harbors for crypto projects at the SEC
Bitcoin Reserve + Stockpile Updates 🏦
The Treasury will administer both a strategic Bitcoin reserve AND a broader digital asset stockpile, funded by forfeited crypto from enforcement actions.
The Bitcoin reserve won't be sold - it'll be "maintained as reserve assets" for government objectives.
Plot twist: The stockpile could include XRP, SOL, and ADA alongside Bitcoin and Ethereum, based on Trump's earlier announcements.
What This Actually Means 🤔
After years of regulatory warfare, America is positioning itself as the "crypto capital of the world." We're witnessing the most crypto-friendly regulatory environment in U.S. history.
The question isn't IF traditional finance goes on-chain anymore - it's if that actually is a smart thing to do…
🔒 Major Token Unlocks of the Week
$ATEM - 4.7% of the total supply will enter circulation on August 4th, 2025.
$MAV - 24.3% of the total supply will enter circulation on August 4th, 2025.
$NEXT - 3.8% of the total supply will enter circulation on August 5th, 2025.
$GAL - 2.6% of the total supply will enter circulation on August 5th, 2025.
$HYPC - 1.9% of the total supply will enter circulation on August 8th, 2025.
$ARB - 1.2% of the total supply will enter circulation on August 8th, 2025.
Explore more unlocks with full vesting details.
💡 1 Minute Learning: Sharding
Imagine a blockchain as a giant library 📚️, but instead of one librarian trying to categorize every single book (transaction), sharding splits the library into smaller sections, each with its own librarian (parallelization).
Source: crypto.com
In crypto terms, sharding is a scaling solution that breaks a blockchain into smaller, more manageable pieces called "shards."
This makes the network faster and more efficient ⚡️
Ethereum and Near blockchain are some of the big players working on sharding to scale their networks.
So, next time someone mentions "sharding," you’ll know it’s not about broken glass 🥛
🗞️ From our Blog
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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.