The US Dollar just had its WORST first half in 50 years.
Bitcoin noticed, but most investors didn't.
Here's why crypto’s next bull run might arrive sooner than you think 🧵
(a thread)

1/ Look, 2025 has been rough. Global drama, market chaos ... I get why we're all skeptical about crypto's price action and this whole bull market.
But under all that noise, crypto fundamentals are quietly getting stronger. The data tells a different story than the doom and gloom headlines would have you believe. 📊
First up: The Dollar Index just had its worst 6 months since 1973, dropping 10.8%.
Historically, when DXY drops, #BTC pumps (with a 3-month lag). The setup is perfect 📉

Global liquidity is climbing again.
And July has ALWAYS been green for Bitcoin during peak liquidity years.
The pattern is crystal clear 📈

Retail money isn't trickling into altcoins. Instead it's flooding into $BTC ETFs.
ETF AUM hit $150B, while corporate treasuries are buying, and the pipeline of new ETF products is STACKED. 💼

Speaking of successful ETFs...
$ETH ETF inflows are higher than ever and staking just hit an ATH with 29.26% of supply locked.
That's nearly ONE-THIRD of all ETH. 🔒

Select altcoins are outperforming:
- $HYPE crushing ATHs
- $AERO pumping after @coinbase integration
- Solid DeFi protocols posting record revenues 🚀
Let's talk $AAVE - DeFi's giant controlling 61% of all decentralized loans.
Their V4 upgrade and Horizon could be a game-changer for institutional adoption 🏦
There's huge upcoming catalysts:
- More ETF approvals
- Rate cuts (Sept/Oct)
- Trump's $3T spending bill
- Cross-chain liquidity innovations
The dominoes are lining up 🎲
3.35K
5
The content on this page is provided by third parties. Unless otherwise stated, OKX TR is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX TR. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX TR is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.