Weekly overview: Regulatory breakthrough, institutional interest, predictions

Weekly overview: Regulatory breakthrough, institutional interest, predictions

1. US government source reveals clear pro-crypto framework

The White House has presented an important report on crypto policy in the US, which includes legislative proposals supporting asset tokenization, stablecoin regulation, and infrastructure for blockchain markets

At the same time, the SEC has launched "Project Crypto," an initiative to rebuild the regulatory approach to digital assets with the aim of accelerating growth and innovation in the sector

2. Institutional capital is flowing into Ethereum

BlackRock increased its ETH holdings by more than $1 billion through the iShares Ethereum Trust (ETHA), signaling increased interest in Ethereum among institutional investors.

Ethereum strengthened by ~5% during the week and formed a technical "symmetrical triangle" pattern, which may herald a strong breakout to $4,000.

3. Giant hack and its impact

Indian exchange CoinDCX reports theft of ~$44 million worth of cryptocurrencies, blamed on one of its employees. The investigation is ongoing, and the identities of others involved and the lost funds are still unclear

4. Risky malware targets crypto users

A new malicious code called JSCEAL targets crypto users through fake ads and apps in the EU and globally. It is designed to steal login credentials and private keys

5. Memecoin madness and the development of DeFi protocols

The Pump.Fun platform created over 30,000 memecoins in a single week, sparking debate about the risks of this activity without fundamentals

In the tech world, Uniswap launched version v4, which introduced developer "hooks" that allow for more flexibility in liquidity and new DeFi options across the Ethereum, Polygon, Arbitrum, and other networks.

Context: market, volatility, and economic background

The US dollar index (DXY) has weakened by more than 3.5% this week, potentially increasing the attractiveness of cryptocurrencies as risky assets.

Bitcoin's dominance continues to grow globally, particularly in line with the increasing concentration of capital in institutional market segments.

What can we take away from this?

US regulation: Legislative preparations and "Project Crypto" signal a shift towards a favorable regulatory policy.

Institutional Ethereum: Signifies trust and potential for long-term price stability.

Security risks: Hacks and malware clearly show that extreme caution is needed when handling keys and devices.

Technological innovations in DeFi: For example, Uniswap v4 opens up new possibilities for developers and the creation of protocols.

Memecoin volatility: Although tempting, fast tokens without fundamentals carry great risk.

Weekly prediction: Where could Bitcoin be headed?

According to CoinCodex (current estimate)

According to CoinCodex, Bitcoin is expected to trade in the range of $130,152 (lower estimate) to $132,016 (higher estimate), representing a slight weekly increase of around 1.4%.

Risk scenario according to FXPro (Barron's analysis)

Analysts at FxPro warn of a possible short-term weakening to around USD 111,000 if there is a reversal in sentiment and a decline in Bitcoin's dominance.

Longer-term outlook Cantor Fitzgerald

Cantor Fitzgerald then mentions a medium to long-term outlook with an extremely optimistic target of up to USD 1 million, which would, however, require continued institutional interest and regulatory clarity in the long term

Summary of predictions

Bitcoin is currently trading around USD 115,000 (currently USD 114,905).

Most likely development: moderate growth to the USD 130,000–132,000 range.

In a slightly negative scenario: correction towards USD 111,000–112,000.

A short-term jump to USD 150,000 and above is extremely unlikely according to the consensus, but rather a medium-term or long-term target.

Bitcoin remains a highly volatile asset. These predictions are based on technical and fundamental analyses available as of August 1, 2025, and may change rapidly depending on macroeconomic impulses and regulations.

*This is not investment advice.

The Coingarage Team