BITWISE HAS SOLD ZERO SOL FOR 2 WEEKS
Bitwise’s ETF clients have only bought SOL over the past week. Their clients have not net-sold SOL since late July.
Bitwise BSOL is the largest SOL ETF, with $900M in combined flows since inception. How long will it take them to get to $1B?
The sexiest crypto narrative for 2026 onwards is PMF.
PMF shows real demand not just sexy stories that we traded on for years
So instead of vaporware we focus on real adoption:
- projects with high fees or token holder revenue
- L1s/L2s with real value users (eth, sol, tron, arbitrum, base, robinhood...)
- crypto cards ->neobanks
- prediction markets
- stablecoins
- tokenization platforms
- trading apps (fomo, pump fun)
- perps
- oracles (chainlink)
- Defi (aave, morpho, fluid, pendle...)
List is ever expanding but relatively easy to identify.
The big one is memecoins: those as a category clearly have PMF!
But memecoins fail to sustain rally as money rotates from one memecoin to another, thus it fails to create the wealth effect needed to boost sentiment.
For one winner there are 1000 losers.
So refocusing on fundamentals could attract attention and money inflows from millions of assets to few that matter.
And reward teams that been building and adding value vs memes and kols that extract it.
$BTC Big Plan Update 1W 🤝
We have been below this red zone for approximately 10 weeks, and I believe that if we reclaim this area, our chart will reach the RH section.
As long as we remain below this area, I will continue to move more cautiously and evaluate opportunities with low-risk actions. We will move forward step by step.
solana makes nearly twice the revenue of ethereum while having a market cap that's over 80% smaller.
smaller, faster, cheaper, and still generating more revenue.
What else could you ask for?
Europe is becoming one of OKX's biggest long-term growth markets.
As the exchange continues expanding its products and services across the EEA, it's positioning itself to capture increasing institutional and retail demand under Europe's evolving crypto regulatory framework.
The race for crypto adoption in Europe is just getting started. 🚀
Wallet 0xB64 associated with [Layerzero: Mint MultiSig] just sold 1.2m $ZRO:
- 5h ago, sold 1.2m ZRO worth $1.13m on Binance.
- 1mo ago, this wallet received 2.345m ZRO from LayerZero along with its existing ZRO balance, and has sold over 3m ZRO worth $3.4m on Binance.
Prior to this, the wallet had also sold a large amount of $ZRO originating from LayerZero and the Bigo custody wallet (an entity trusted by L0 to hold tokens)!
https://t.co/sVSLWbapHz
.@HastraFi’s distributed asset value hits $451.81M, up 11.62% in 30 days - backed by 1,916 holders across Ethereum and Solana.
Source: https://t.co/8NmcyClO38
Crypto Watchlist for the week ahead:
$ETHFI - EtherFi teased a big announcement for July 30 during its Analyst Call
$FLUID - Fluid's DEX V1 is expected to expand to Solana this month
$POL - Polygon's Ithaca hardfork upgrade launches on July 29
$KAITO - Kaito will reveal the details of its new "data agreement" with X soon
Macro events - FED's interest rate decision will be announced on July 29
$ATOM - Cosmos will publish a quarterly update on its progress next week
$COIN - Coinbase will launch tokenized equities on Base soon
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