Crypto Assets Market Dynamics and Outlook Analysis

Market Observation

The current Crypto Assets market is closely linked to the macroeconomic environment. Bitcoin has recently shown contradictory signals, breaking through $108,500 over the weekend in a low liquidity environment, approaching the historical weekly closing high of $109,000. Analysts point out that Bitcoin is testing the key resistance level of $109,000, and whether it can break through and maintain its upward momentum has become the focus of the market. From a technical perspective, the short-term trend still leans towards bullish. However, based on historical halving cycle analysis, the peak of the Bitcoin bull market may arrive in September-October 2025, and it may currently be in the late stage of the bull market.

Ethereum outperformed Bitcoin, with a weekly closing price surpassing $2500 and a 7-day increase of 12.23%. On-chain data indicates a potential bullish trend, and some traders expect the ETH price may reach $3000 soon. The Ethereum ecosystem is also becoming more active, with news related to Arbitrum driving ARB up by 17.4%.

In terms of Meme coins, the creation tool launched by Moonshot has sparked a new wave of enthusiasm. Several newly issued Meme coins have reached a market capitalization of millions of dollars, among which $MORI and $USELESS stand out, with the latter recently surging over 1700%, pushing its market cap beyond $200 million.

Key Data

• Bitcoin Price: $108,379, Year-to-date Increase 15.67%
• Ethereum price: 2,500.45 USD, year-to-date decline of 25.2%
• Market sentiment: Neutral ( Fear and Greed Index 52)
• BTC market share: 64.7%, ETH share 9.1%
• Liquidation amount in the last 24 hours: 201 million USD

ETF Capital Flow

• Bitcoin ETF: Net inflow for 14 consecutive days, totaling +$501 million
• Ethereum ETF: +$7,744,720

Market Outlook

Recent Important Events:

• A certain trading platform wallet exclusively launches TGE NodeOps (NODE)
• Zama testnet launched
• The U.S. Senate votes on the "Beautiful Great Law"
• Meeting of the Group of Central Bank Governors of Major Economies
• Unlocking multiple project tokens, including OP, KMNO, ACX, SUI, etc.

Among the top 500 tokens by market capitalization, Humanity Protocol, Launch Coin, Shentu, etc. have seen the highest increases, with the maximum increase exceeding 100%.

Industry Trends

• Certain DEX Alpha launches Fuel Network (FUEL), eligible users can participate in the airdrop.
• A survey in South Korea shows that 27% of people aged 20-50 hold Crypto Assets, and 70% intend to increase their investments.
• The RWA market size grew by 85% year-on-year to $24 billion, with the growth rate second only to stablecoins.
• A well-known venture capital firm has once again transferred a large amount of COMP coins to a certain platform.
• A certain asset management giant has increased its holdings of Bitcoin for 9 consecutive weeks, with a total increase of over 100,000 coins.
• The chairman of the U.S. Digital Asset Financial Advisors Council suggests that the allocation of Crypto Assets in the portfolio can increase to 10-40%.

The current crypto market presents a complex situation, with opportunities and risks coexisting. Investors need to closely monitor the macroeconomic environment, regulatory trends, and the progress of various projects to make prudent decisions.