Market Sentiment and Analysis - The crypto market is currently experiencing uncertainty, with concerns about a potential alt season, market topping, or the start of a bear market [1][2][3] - The market is showing signs of capitulation, with fear levels approaching extreme levels, which historically can indicate a market bottom [6][7][8] - Many altcoins are in oversold territory, aligning with the high fear levels in the market [9][10] - XRP is showing relative strength compared to Ethereum, but could still see further price declines [3][4][10] - The market has been selling off for approximately 72 days, leading to time and price action capitulation [11][12] Cycle Analysis and Future Outlook - The analysis suggests the four-year crypto cycle may be extending to a five-year cycle, with a potential peak in early 2026 [13][19][20] - This aligns with the liquidity cycle, which is expected to peak around the first quarter of 2026 [16][17][29] - The market has changed significantly with institutional adoption, regulations, and the potential for altcoin ETFs [30][31][39] - Despite these changes, a bear market is still anticipated, likely marking the last typical cycle before utility becomes the primary driver [36] - The Federal Reserve's expected rate cuts and increasing adoption are expected to drive further market expansion [35][38]

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Market Trends - Some are calling the end of the bull market, but global liquidity sits at all-time high [1] - Nasdaq seeks tokenized stocks [2] Cryptocurrency & Blockchain - Hyperliquid USDH bidding war is ongoing [1][2] - Justin Sun's $100 million+ in WLFI frozen [1] - MegaETH stablecoin is being developed [2] - Ronin and Upbeat join OP Stack L2 [2] Regulatory & Legal - Gary Gensler's suspicious deleted texts are under scrutiny [1][2] - Senate Clarity Act is being discussed [2] Company Specific - Robinhood joins S&P 500 [2] - Robinhood social features are being implemented [2]

Market Overview & Outlook - The market is currently experiencing an upward trend, with many projects showing significant gains [2][3] - The author believes that almost everyone is wrong about what's about to happen in the market, and it's going to happen in a very short amount of time [2] - The author anticipates a surge in the crypto market, driven by factors such as the Fed's actions and increased institutional adoption [1][7] - The author expects the S&P 500 to reach $7,000 by the end of the year [9] Altcoin Season & Dominance - Altcoin season is building behind the scenes, with the altcoin season index recently spiking from 50 to 64 [32][33] - Bitcoin and Ethereum dominance are currently selling off, indicating a potential shift towards altcoins [33][38] - Others dominance (dominance outside of the top 10) is starting to push higher, suggesting that altcoins could soon wake up in a much larger way [38] XRP Analysis - The author believes that XRP has the potential to jump by 5x from its current price, possibly reaching $15 [6][7] - The author notes that XRP is about to break back to $3 plus [5] - The author suggests that once XRP clears the $0.38 zone, it will go crazy, with the next level being $3.32 [31] Macroeconomic Factors - Global broad money supply rose 9.3% year-over-year in July to a record $140 trillion [19] - Since the beginning of the year, money supply in US dollars has jumped by $10 trillion [20] - Global liquidity is surging, which is expected to push markets significantly higher [21] - The Fed is expected to cut rates, which will further flood the system with fresh liquidity [23][24] Dollar & Market Top - The author believes that the dollar has been extremely oversold and expects it to spike back up [10] - The author suggests that the market will most likely top out for crypto when the dollar starts to break 104 [14] - The author estimates that the market could top out sometime around January or February of 2026 [15] Crypto Market Targets - The author believes that the total crypto market cap could break back to $5 trillion plus dollars [17] - The author's main target for this cycle is $5 to $7 trillion, but there's a possibility it could hit $10 trillion [17][18] - The author thinks that Bitcoin can hit $150,000 - $160,000, which could lead to Ethereum reaching $10,000 plus and XRP reaching $10, $15, possibly even $20 [41]

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Could Bitcoin hit $190,000 in Q3 2025?In this forecast by @Tiger_Research_, discover why they think it’s possible due to record global liquidity, accelerating ETF accumulation, and the opening of U.S. 401(k) retirement flows.Read the full report 👇https://t.co/xE6BSunqFt ...

Market Trends - Global Liquidity expansion has paused recently [1] - This pause could be the main reason for the current Bitcoin pullback [1]

Market Trends & Altcoin Season Catalysts - Coinbase warned investors that altcoin season is approaching [1][12] - Altcoin season begins with the combination of global liquidity (Global M2), the business cycle, and Bitcoin dominance rolling over [2][9][10] - Global liquidity (Global M2) and Bitcoin price tend to correlate with Bitcoin lagging by approximately 12 weeks [2] - A liquidity wave in late Q3 2025 to early Q4 2025 could accelerate the rotation of capital [14] Bitcoin & Altcoin Performance - Bitcoin price tends to correlate with global liquidity, with an approximately 80% correlation observed [3] - Bitcoin dominance saw a decline from 65% to 59% in the last 2 months, signaling a potential altcoin season [10] - Coin Market Cap's altcoin season index is currently at 40%, needing to reach 75% of the top 50 altcoins outperforming Bitcoin over the last 90 days to signal alt season [14] Regulatory Environment & Institutional Interest - Clearer regulatory environment is driving liquidity, particularly in Bitcoin and stablecoins [15][16] - Institutional interest in Ethereum is rising, fueled by digital asset treasuries and stablecoin narratives [19] - SEC is working closely with exchanges to create a generic listing standard, potentially leading to the launch of altcoin ETFs in September/October [17][18] Future Outlook - The next high confidence move up for Bitcoin will be around August 23rd, potentially reaching $140,000 and then $150,000 by the end of September [4] - A positive Q3 2025 outlook stems from macro trends such as potential Fed rate cuts and expected regulatory advancements [12] - Global liquidity (Global M2) is expected to peak in September, coinciding with the potential market structure bill and Fed rate cuts [13]