- BitcoinZella
- Posts
- Bitcoin Holds Ground, Ethereum Eyes $9K, MicroStrategy Goes All-In as Dormant Whale Stirs
Bitcoin Holds Ground, Ethereum Eyes $9K, MicroStrategy Goes All-In as Dormant Whale Stirs
Crypto markets are showing mixed signals: Bitcoin tests key support amid low panic, Ethereum’s bullish setup gains traction, and MicroStrategy doubles down with a $2.8B BTC bet. Meanwhile, a dormant Satoshi-era whale reawakens after 14 years.
Joe G & Money Talks
July 26, 2025 • Estimated Reading Time: 5 minutes
What we will talk about today...
Bitcoin Derivatives Show Calm Despite $115K Test
Ethereum Bulls Target $9K as Supply Tightens
Tesla’s $936M Bitcoin Sale Would Be Worth $3.5B Today
MicroStrategy Ups BTC Bet with $2.8B Stock Sale
Whale Watch: SHIB Inflows Explode, XRP Forms Death Cross, Ancient BTC Wallet Awakens
Bitcoin slips below a key level, but data reveals no panic in futures or stablecoin flows.
yikes - Galaxy sending BTC to Binance in real-time
14 secs ago
— Alex Svanevik 🐧 (@ASvanevik)
3:19 AM • Jul 25, 2025
BTC drops 4%: Price falls below $115K, erasing $390M in futures amid expiry.
Futures premium steady: At 7%, futures are still in neutral territory.
Options skew stabilizes: Brief spike in put demand reversed within hours, signaling balanced expectations.
“There’s hesitation, but no capitulation. Traders are watching, not fleeing.”
Alex Svanevik, Nansen
Ethereum Bulls Target $9K as Supply Tightens
ETH surges 50% in two weeks, with technicals and onchain trends pointing higher.
28% of ETH staked: Over 34M ETH locked up, limiting sell pressure.
Exchange balances plunge: Lowest since 2016, showing long-term accumulation.
New buyers spike 16%: Inflows suggest rising interest from fresh capital.
“ETH looks undervalued and under-owned. A catch-up rally may be underway.”
Bitcoin Vector Analysts
The EV giant sold most of its BTC near the cycle’s bottom—and missed a major upside.
BTC sold mid-2022: Price was under $30K when Tesla offloaded 75% of its stash.
Now worth $1.24B: Remaining BTC saw major gains in the latest rally.
“Tesla sold at the worst time imaginable. Today, that decision looks like a billion-dollar blunder.”
CNBC
|
MicroStrategy Ups BTC Bet with $2.8B Stock Sale
Michael Saylor's firm raises the stakes, aiming to buy 25,000 more BTC within 10 days.
The Bitcoin Defense Department
— Michael Saylor (@saylor)
12:06 PM • Jul 23, 2025
STRC offering 4x larger: From $500M to $2.8B in preferred stock.
25K BTC buy incoming: Firm's total holdings near 608K BTC.
Debt now $8B: Half matures by 2028, raising concerns on leverage.
Treasury companies taking on debt to get leverage on crypto better be prepared for downside volatility.
The last thing crypto needs is a bunch of bad risk managers blowing up and getting liquidated in the traditional equity markets.
Can we please skip that part of the cycle?
— Jake Chervinsky (@jchervinsky)
7:43 PM • Jul 24, 2025
“They’ve built a BTC defense department. But risk in 2028 could be real.”
Jake Chervinsky, Variant Fund
Whale Watch: SHIB Inflows Explode, XRP Forms Death Cross, Ancient BTC Wallet Awakens
Unusual moves in the altcoin and whale world hint at structural shifts in the market.
SHIB inflows spike 25,587%: 4.68T tokens moved to whale wallets in one day.
XRP death cross: Technicals show downside ahead as 50-hour MA dips below 200-hour.
Satoshi-era wallet awakens: 3,962 BTC (worth $468M) moved after 14.5 years of dormancy.
“Whether it’s smart money or a dormant giant returning, these moves are anything but random.”
Lookonchain
CAN YOU PREDICT THE PRICE?
Bitcoin Price Prediction for Tomorrow?🤔 |
HOW DID WE DO? 🤷
We read every comment submitted in this poll and love to hear what you guys have to say. 😁 (bonus points for suggestions 🍪) What did you think of today's Newsletter? Don't worry, you won't hurt our feelings... 🥲 |
🚀Stay sharp. The path to $150K won't be linear🚀
This article is not financial advice. Market conditions can change rapidly, and past performance does not guarantee future results