The Breakdown The Five Most Important Stories in Crypto This Week
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Jul 12, 2025 Bitcoin has soared to an all-time high of nearly $119,000, driven by market optimism and ETF demand. Ethereum is also on the rise, thanks to inflows from a BlackRock spot ETF. Meanwhile, the Federal Reserve's latest minutes reveal divisions over tariffs, hinting at potential rate cuts. A mysterious whale moved $8 billion in old Bitcoin, sparking intrigue. Additionally, Elon Musk's new political party is embracing Bitcoin, setting the stage for a significant policy showdown in Washington next week.
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Bitcoin's Rally Reflects Broader Markets
- Bitcoin's new all-time high signals a broader risk-on market move, not just crypto-specific factors.
- The rally is linked to renewed IPO optimism and structural demand in crypto ETFs.
Growing Demand via Treasury Companies
- Recent growth in treasury companies and ETFs reflects increasing structural demand for Bitcoin and Ethereum.
- Institutional and retail interest is unlocking more buyers entering the market gradually.
Ethereum as The Crypto Everything Else
- Ethereum is positioning as "everything else" in crypto beyond Bitcoin's store of value role.
- Ethereum treasury companies and ETFs are gaining traction, complementing Bitcoin's dominance.