OVERVIEW

Altcoins Spawn Camping 🎯

Before we dive in, here’s today’s crypto market heatmap:

And here’s a look at crypto’s total market and altcoin market cap charts:

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ON-CHAIN ANALYSIS
Altcoins Camping In Spawn 🎯 

The main price action question being asked: Wen Pull Back Dun? 🤔 

The MVRV can help answer that question.

BTC 🟠

Holders are basically flat, you know, so there’s no fat stack of unrealized profit begging to be dumped. ✅

Bullish case: micro‑losses on the 7‑day show some pain; that’s the dry powder for a reflex pop.

Bearish case: 30‑day still positive, so the crowd isn’t exactly underwater. They can bail if macro punches the tape.

Lean: neutral, price needs a catalyst, not a therapist. 🎯

ETH 🔵

Bag‑holders are riding a double‑digit cushion. That’s a neon sign for profit‑takers. ⚠️

Bullish case: as long as staking inflows keep chewing supply, dip buyers will show up.

Bearish case: 14% in the money is historically “thank‑you‑very‑much” territory; one bad bit of fear people will be smashing the sell button.

Lean: near-term bearish, too much paper profit floating around. 🪂

ADA 🔴

Short‑term pain, long‑term meh. The 7‑day drawdown took the edge off. 😬

Bullish case: fresh blood is down 6%, so capitulation is baked; even a dead‑cat bounce pays.

Bearish case: 30‑day barely green, meaning big wallets never really suffered; they’ll keep leaning on rallies.

Lean: neutral, could swing either way. 🎲

PEPE 🐸

Everyone’s underwater, and memes taste best when drenched in tears. 💧

Bullish case: negative MVRVs scream “oversold”.

Bearish case: if the broader market wobbles, losers bail just to stop the bleeding.

Lean: bullish, pure contrarian rocket fuel. 🚀

XRP 🟣

Long‑term holders still comfy, new money got slapped. Classic XRP mood swing. 🤕

Bullish case: 7‑day carnage clears weak hands; any big rumor or broader altcoin spike could spark a squeeze.

Bearish case: 5% profit on the 30‑day keeps a sell wall overhead.

Lean: neutral‑to‑bullish, roulette favors the brave. ⚖️

Big Picture TL;DR 📕 

Negative 7‑day MVRVs mean fresh sellers already puked. As long as 30‑day numbers stay under the scary +15 % threshold (ETH being the lone diva), risk‑reward tilts skew‑bullish.

Expect sloppy range trading while fear cleans up, then a shot at upside once shorts get bored. 🎭

NEWS
Farewell Dan Hughes: Radix’s Founder And Quiet Genius 🕯️

Radix’s official X account just announced the sad news that Radix’s founder, Dan Hughes, died suddenly at home Sunday night. 🥹

The man refused press tours, hackathon hype, and moon‑boy promises; he just shipped code that worked.

A Mind That Wouldn’t Let Problems Win 🧠 

For a decade he gnawed on blockchain’s ugliest bottlenecks - throughput, finality, cross‑shard chatter. Out popped Cerberus and the Radix Engine, the under‑the‑hood magic now keeping thousands of devs from rage‑quitting distributed systems.

• Cerberus: proof that sharding doesn’t have to break composability.

• Radix Engine: asset‑oriented programming before VCs could spell it.

• Community ethos: respect, open DMs, zero diva nonsense.
  Forbes profiled him in 2019, calling him brilliant and odd. He preferred “northerner who hates bad tech.”

The Show Goes On

• CEO Andy Jarrett stays at the helm.

• Strategy chief Adam Simmons and finance lead Jonathan Day now join the Radix Foundation board to keep wheels turning.

• Roadmap untouched: Babylon done, Xi’an next, hyperscaling still the north star.

Radix was always bigger than one brain, yet Hughes was its moral compass. The team vows to keep his standards - rigor over rhetoric, code over clout.

Hughes never cared for personal brand points. No influencer merch drops, no conference selfies. He built so the tech, not his ego, could carry the torch. The chain lives, the mission breathes, and the ideals he sweated over remain.

The Radix teams vows to pick up his tools and keep laying blocks. That’s how you honor a builder who chose progress over personal glory. 🫡 

NEWS
JamesWynn At It Again 💿️ 

James Wynn, if you forgot, found fame the old‑fashioned way: by torching nine‑figure positions in public and letting on‑chain watchers narrate every margin call.

His May wipeout of 949 BTC after Bitcoin kissed $105K sealed his status as degen royalty, and on-chain analytics platform LookOnChain has chronicled each triumph and train wreck ever since.

Jame’s July So Far: Fast Deposits, Faster Liquidations

• Jul 1: Partial wipe - 4.59 BTC gone ($486K) as BTC knifed south.

• Jul 2: Balance down to $10.6K, sleuths wonder if he rage‑quit.

• Jul 10: Fresh ammo - 27,522 USDC in and a 40x BTC short worth $1.27 M.

• Jul 12: Deactivates X account while equity shrivels to $10K.

• Jul 20: Drops 536,573 USDC, flips long on 3,269 ETH and 812 M PEPE.

• Jul 21: Grabs $546K profit and pivots into a 10x DOGE long at $16.4 M size

• Jul 22‑23: Doge bites back, then another $1.25 M deposit melts under $300K in hours.

• Jul 25: Claims +$800K on shorts while calling the start of alt‑season. (Unverified but sure, James.)

• Jul 27: Flexes on Solana meme‑coin ANUS, bragging his Telegram crowd printed a 10x.

• Jul 29: PEPE cascade nukes what’s left - balance sits at a sad $30,890.

But, hey, it could be worse. Like, much, much worse. Like $117.65M down the drain worse:

Misery loves company. 🤷

NEWS IN THREE SENTENCES
AI, Stablecoins, & Privacy News 🕵️

🕵️ ECC Tweaks Zcash Roadmap with Agile “Improvise and Strike” Playbook

Electric Coin Company ditched rigid timelines and will now update its Zcash privacy roadmap quarterly - whenever momentum smells right. The team plans to smash where opportunity pops, pulling in community devs twice a year (at least) to recalibrate. Zcash.

🆔 Solana Attestation Service Goes Live for Portable KYC Passports

SAS now lets issuers bind off-chain checks to wallets, giving users reusable compliance creds across the Solana stack. Civic, Solid, Trusta, and a parade of partners already mint attestations for everything from age gating to career badges. Solana.

🔍 IOTA Taps Lukka for Real-Time AML and Address Risk Scoring

IOTA mainnet now pipes every transaction through Lukka’s analytics engine, arming exchanges and institutions with MiCA-grade compliance. The partnership brings live monitoring, risk scores, and forensic tracing to satisfy regulators without throttling throughput. Iota.

NEWS IN THREE SENTENCES
Metaverse, NFT, & Gaming News 🎮️

🎮 Ontology Panel Champions SBTs and ZK Proofs for Gamer Reputation

Episode 3 of “Code, Clout & Crypto” argued that soulbound tokens plus zero-knowledge proofs let players flex achievements without doxxing. Speakers pushed portable proofs over portable loot, so identities travel while items stay balanced. Call it Xbox trophies with a privacy cloak and fewer corporate fingerprints. Ontology.

NEWS IN THREE SENTENCES
DeFi, DEX, & Lending News 🏦

🔑 PancakeSwap Adds Social Login and Signless Swaps for Click-Friendly DeFi

Forget seed phrases - now you can summon a non-custodial wallet with Google, X, Telegram, or Discord. Privy splits the key in a TEE, swaps auto-sign, and a tabbed wallet soon corrals your assets across six chains. If MetaMask feels like faxing, the bunny just flipped it to Face ID. PancakeSwap.

🐸 1inch Lists Five Scam Signals Lurking in Memecoin Launches

FOMO is fun until your Pepe can’t exit - then it’s just an expensive meme. From honeypot contracts that block selling to influencer-pumped look-alike tickers, the article dishes red flags for token roulette. Early wallet concentration, fake presales, and hidden sell taxes top the scammer starter pack. 1inch.

NEWS IN THREE SENTENCES
Token, Crypto, Network, & Protocol News 🏦

⚙️ Kaspa Bundles DagKnight and ZK Bridge into One Mega Hardfork

Lead dev Michael Sutton wants DagKnight ordering and a ZK L1-L2 bridge shipped together, promising 10 bps DAG speed and rollup composability. The upgrade also sneaks in MEV-resistant auctions and oracle voting before bots wake up. Yes, the timeline slid, but bundling the fireworks means one fork, fewer pitchforks. Kaspa.

🛠️ Juno Lets Devs Ditch Cloud Handcuffs on Internet Computer

If your AWS bill still decides product roadmaps, maybe it’s time to fire the landlord. Juno is David Dal Busco’s middle finger to Firebase, handing devs serverless auth, storage, and hosting straight from the Internet Computer. Each project gets its own Mission Control canister-wallet, so the platform never touches your code, data, or coins. Internet Computer Protocol.

🚀 Asphere Rolls Out Solana Permissioned Environments for Enterprise Speed Demons

Ooooo, Wall Street gets its own Solana theme park - no queues, all liability. Asphere now spins up white-glove Solana Permissioned Environments so banks can rip 50k TPS without losing compliance control. Think private validator sets, gasless UX, and governance knobs delivered as a turnkey service riding Solana’s core code. Ankr.

🌶️ Akash Insiders Turn Community Hype into Shipping Muscle

Sixty-one volunteers across 18 countries have morphed Akash’s Insider program from fan club to decentralized dev shop. Navigators, Ringmasters, Alchemists, and Vanguards now onboard projects, run meetups, crank docs, and babysit Discord so core team can code. Akash Network.

LINKS
Links That Don’t Suck 🔗

🤦 German law creates loophole for alleged $2.9M crypto theft

🏦 Scammers drain $27,000 from Bank of America customer after duping victim with Apple wallet trick

🧑‍🔬 180 Life Sciences rebrands as ETHZilla, unleashes $425M Ethereum treasury raise

🤯 eToro Continues Journey Towards a Tokenized Future With Launch of 24/5 Trading, Futures and Tokenized Stocks

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Author Disclosure: The author of this newsletter holds positions in ADA, IMX, COPI, MIN, AGIX, ALGO, ZEC, XLM, and NEAR. 📋