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OVERVIEW

The Greatest Living Trader Says Altcoin Season Is Here 🤯

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:

TECHNICAL ANALYSIS
When Peter Brandt Says Alt Season Is Here, Then It Probably Is 🧠

The great Peter Brandt posted this to his X account last night:

If you don’t know who Peter Brandt is, well, let me give you a quick run down of why you should pay attention to what he writes/posts:

1. He’s been trading his own money, successfully, for nearly 45 years - most of us weren’t even developing eyelids yet.

2. He trades everything: grain commodities, currencies, stocks, and crypto.

3. He only uses the basic chart patterns: flags, pennants, head-and-shoulders, etc.

4. He shares his analysis and charts to anyone and everyone on social.

5. He has zero patience for trading bro’s, people showing screenshots of winning trades, and other ass-hatery like that.

Oh, and while I’m writing this, he quite literally just posted this 10 minutes ago:

Long story short: when the greatest and longest living trader says something is happening, probably a good idea to pay attention. 👍️ 

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NEWS
Crypto Week Update 💡

If you want to know the deets of what’s inside the GENIUS, CLARITY, and Anti-CBDC bills, check out yesterday’s Litepaper. 👈️ 

Here’s what happened to each of them today, and where they’re headed.

GENIUS Act - The House passed it today, it goes to President Trump’s desk for signing into law as early as tomorrow.

CLARITY Act - The House passed it today, now it goes to the Senate.

Anti-CBDC - The House passed it today, now it goes to the Senate.

We’ll let you know as these votes continue to develop! 🧠 

TECHNICAL ANALYSIS
Bitcoin's Dominance Continues To Slide 📉

This is bullish for altcoins. 🐂 

It made a new two-month low and is on track to close the week for the lowest weekly close in four months.

Additionally, if this week closes in the red, it will mark the fourth consecutive week lower - the last time that happened was July 2022.

Altcoin’s are clearly chipping away at Bitcoin’s control of the market. Let’s see if they have enough momentum to sustain this trend. 🧠 

NEWS
Canary Flies First Staked INJ ETF Into the SEC Coop 🐦️ 

Canary just flew the first staked INJ ETF into the SEC coop today, marking a pivotal moment in Injective’s march to the mainstream. 🚀

Institutional Heat Check

• Ticker: Canary Staked INJ ETF

• What it holds: Staked $INJ, earning on‑chain rewards while you sip coffee

• Why you care: One‑stop, brokerage‑friendly access to Injective without messing with wallets

• Context numbers:

  • Spot BTC ETFs hauled in $1.18 B of net inflows on July 10

  • New ETH ETFs grabbed $703 M in their first week

  • First European INJ ETP (21Shares’ AINJ) already trading, there’s demand there

Markets are fat with ETF FOMO, and Congress is knee‑deep in “Crypto Week,” pushing the CLARITY, GENIUS, and Anti‑CBDC bills. If those three clear the aisle, the compliance fog lifts and products like this staked ETF can run. 🏃 

That Sweet, Sweet Staking Income

Institutional doors swing wide when the product stakes on your behalf. Yield flows back to hodlers, the Injective network gets extra security, and traders skip the cold‑sweat private‑key routine.

Add heavyweight validators like Google Cloud, T‑Mobile, and BitGo sitting on the council, and Wall Street’s risk officers suddenly sleep better. Maybe the compliance people, too (but probably not).

Injective Labs also lobbed a policy comment straight at Commissioner Hester Peirce, outlining a do‑no‑harm path for DeFi.

Translation: they’re playing the regulatory game instead of yelling from the cheap seats. Canary’s filing piggybacks that goodwill, positioning INJ as one of the few tokens with a legit U.S. ETF shot - joining a club that, for now, fits on a sticky note. 📒 

SPONSORED
Stocktwits Acquires Thematic. Here’s Why That Matters.

📢 Big news: Stocktwits has acquired Thematic, an AI-native research platform. This is a major step forward in how we help investors discover ideas, screen for opportunities, and act with confidence.

By combining Thematic’s AI tools with years of market conversations and sentiment trends, we’re creating a smarter investing experience, one that surfaces personalized insights right when they matter most.

What’s coming:

→ AI-native search
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→ Institutional-grade index builder
→ New sentiment tools like Social RSI

More to come soon.

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

🛡️ Civic Ships Python Support and OAuth

Apparently “passwordless sign-in” is the new avocado toast for dApps. Quarter two brought account-linking, remote server auth, and prize money for anyone slapping Civic Auth into games, trading planets, or splitting bar tabs. Podcast cameos and Solana attestation press didn’t hurt the PR blitz either. Civic.

NEWS IN THREE SENTENCES
Real World Asset Tokenization (RWA) News 🪙

🏢 BNB Chain Joins Ondo’s Tokenized Stocks Party

Over 100 US equities and ETFs will land on BNB via Ondo’s Global Markets Alliance, chasing liquidity without Wall Street closing bells. Interoperability standards and custody rules try to keep regulators calm. Bringing meme-coin traders one click closer to fractional Berkshire shares. Ondo Finance.

🏛️ Dusk Bags Every Finance License It Can Carry

Compliance just went protocol-level as Dusk piggy-backs on NPEX to score MTF, Broker, ECSP, and soon DLT-TSS coverage. Now tokenized treasuries, equities, and money-market funds can mingle under one legal roof instead of juggling siloed KYC forms. Funny how “decentralized” gets everyone excited until regulators show up with clipboards. Dusk Network.

🚀 NEAR Launchpad Schedules a Token Avalanche, Intents Included

Fixed-price and auction sales promise AI, DePIN, and RWA coins galore, all buyable in three clicks from MetaMask. A liquidity-boost program pairs market makers with fresh NEP-141 tickers so ghosts of low-volume past don’t haunt the charts. Brace for “token season” memes. NEAR Protocol.

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

🎬 Storj Tells Media Execs to Drop the Tape Drives Already

Survey says 79 percent of studios want cloud, yet half still stash most content on-prem because vendor lock-in nightmares. Storj’s distributed storage claims 90 percent cost cuts, 83 percent lower carbon, and zero “oops AWS just billed us a yacht” moments. Lift-and-shift without a plan? Enjoy recreating every bad decision at 3x latency. Storj.

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

🍣 Sushi v3 Liquidity: More Fees, More Homework

Concentrated ranges pump yield as long as price stays inside your sandbox—drift out and you earn squat. Impermanent loss gets spicier, ratios ditch the 50/50 rule, and gas fees nibble re-positions. Lazy LPs can outsource headaches to Gamma or Charm while pretending it’s passive income. SushiSwap.

📊 Sui’s Q2 DeFi Stats Flex Harder Than Its Marketing Team

A virtual MasterCard and an ETF filing beat bear-market blues. Peak TVL punched past $2.5 billion in May while Bitcoin-flavored sBTC and xBTC turned hodlers into yield farmers. Bluefin, Cetus Pro, and Momentum kept firing feature cannons, even as some volumes dipped and others exploded 3,000%. Sui.

⚡ Stellar Shoots for 5,000 TPS - Hardware Stays the Same, Sweat Doubles

Protocol 23 introduces multi-threaded Soroban and parallel consensus so the network stops napping between ledgers. Caching, pipeline tweaks, and smarter benchmarking hope to unlock unused CPU before validators upgrade rigs. When throughput jumps, Horizon better hit the gym too. Stellar.

LINKS
Links That Don’t Suck 🔗

🪨 BlackRock, Nasdaq seek SEC approval to add staking to BlackRock's spot Ether ETF

🔄 DEX-to-CEX ratio hits new high as crypto traders flee centralization

🥴 68% of tokenized property investors in Dubai are first-time buyers: Dubai Land Department

🌪️ Infini Hacker Launders Millions Using Tornado Cash Amid Regulatory Heat

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