Crypto Roundup: Week #30 (July 21 - July 26, 2025) Ethereum flipped the script. Bitcoin held the line near ATHs. But the Ethereum breakout was the story. The inflows told the truth. This wasn’t retail. It was ETF driven, institution backed, and rotation confirming. And now, it’s undeniable: Ethereum has become the crypto native reserve asset. ● Institutional Shift in Motion -> $ETH ETFs pulled $1.85B in just five days 25× more than BTC ETFs -> Ethereum price surged 26%+, breaking through $3,800 -> Ethereum ETF AUM crossed $20.6B, now compounding daily -> BlackRock’s ETHA fund led with $440M in a single day ● Market Stats $BTC - $118,473 - $2.35T market cap - $72.3M ETF inflow (7D) - ETF AUM: $158B $ETH - $3,809 - $459.9B market cap - $1.85B ETF inflow (7D) - 20.6B+ in ETH ETF AUM ● Top Movers (>$200M MC) 1. $PENGU: +39.16% 2. $ENA: +24.6% 3. $FLR: +19.20% 4. $SKY: +14.72% 5. $CRO: +14.52% ● Fundraising Flows Liquidity rotated back to early-stage bets, but this time around, AI infra, tokenization, and agent orchestration split the pot. -> Courtyard raised $30M (tokenized physical collectibles infra) -> Gaia pulled $20M for decentralized AI infra (Mirana, SIG, Mantle) -> Poseidon closed $15M seed led by a16z (IP-cleared AI training data) -> Questflow raised $6.5M for AI agent orchestration (Animoca, Tezos) -> Delabs Games pulled $5.2M for AI x Web3 gaming -> Omo raised $1.1M pre-seed to build multi-agent orchestration Treasury activity also ticked up with multiple structured entities buying spot $BTC and $ETH directly instead of raising rounds. ● Major Headline Stack - Ethereum ETF inflows: $1.85B in 5D - Bitcoin ETF inflows: $72.3M in 5D - GENIUS Act passed: Stablecoin legal framework now live - BlackRock ETHA daily inflow: $440M (record) - Kraken expands tokenized asset suite, adds ETFs and FX synthetics - Solana sees inflows return on $DOGE correlation spike - 98 corporates raised $43B+ YTD to add BTC/ETH to treasuries

● The Alpha Ethereum flipped from protocol to product. You don’t pull $1.85B in ETF flows from hype. That’s demand for crypto-native collateral. $ETH now plays the role gold once did, but with staking yield, validator economics, and composable ecosystem reflexivity. And the institutions finally see it. ● What to Watch (Week #31) -> Does ETH hold above $3,800? Any pause could lead to altcoin rotation acceleration -> Solana, DOGE, and RWA DeFi look primed for follow-on flows -> Monitor ETF filings: Cardano, Solana, and XRP ETFs may enter approval windows -> Onchain $ETH ecosystem volumes post-Pectra may unlock new narratives $ETH didn’t just rally. It redefined the stack. $BTC stayed king of scarcity. $ETH became the asset of demand. The stack is shifting. The market sees it now. Stay sharp Anon!

it’s crypto roundup day, week 30, done, let me hear your thoughts! :D @0xAndrewMoh, @Mars_DeFi, @CryptoShiro_, @Flowslikeosmo, @crypto_linn, @CryptoNikyous, @CryptoGirlNova, @arndxt_xo, @The_realThonyX, @zeuuss_01, @0xRetardio, @web3_alina, @TheDeFiKenshin, @Hercules_Defi, @0x99Gohan, @Kaffchad, @0xelonmoney, @_SmokinTed, @thelearningpill, @TheSurgeDefi, @alphabatcher, @splinter0n, @zordcrypt, @eli5_defi, @jacycrypt, @Defibecc, @2lambro, @0xAmin7, @izu_crypt, @HeinrichDefi, @0xDefiLeo, @0xCheeezzyyyy, @yashasedu, @DeFi_Finestt.