💳 $USDG, $PYUSD to New Home!

Institutions are loading up and staking everything. And behind the scenes? A new yield meta is forming and most of CT is completely missing it. Read this before you get left behind.

Here’s what we got for you today:

• ⭐ 5 Things You Shouldn’t Miss

• 🟢 ETH is Holding Strong But $4,500 is Still the P …

• 🔥 While Everyone’s Chasing Memecoins & AI, Here’s …

• 🤡 Meme Of The Day

⭐ 5 Things You Shouldn’t Miss

📃 White House officially released a 166-page report - the biggest U.S. policy move on crypto yet. Most notably, the U.S. plans to build a national digital asset reserve ($BTC.X ( ▲ 0.35% ) , $ETH.X ( ▼ 0.27% ) , $XRP.X ( ▼ 2.03% ) , $ADA.X ( ▲ 1.33% ) , $SOL.X ( ▼ 1.47% ) ) using seized funds, none will be sold. America just went through a positive hard fork.

🎁 Linea just confirmed its tokenomics and airdrop plan: 10% of its 72B LINEA supply will go to early users and builders. Uniquely, $ETH.X ( ▼ 0.27% ) (not LINEA) is used for gas on Linea, with 20% of ETH gas burned and 80% used to burn LINEA. Details will be released before TGE. Despite no token yet, Linea ranks top #3 ZK rollups by TVL ($515M).

💵 Tether just posted a record $4.9B profit in Q2/2025. It’s now one of the world’s largest private holders of U.S. debt. Beyond stablecoins, it’s investing billions into AI, renewable energy, and Web3 infrastructure like Rumble and XXI Capital. With 60% market share, Tether plays a central role in backing the U.S. GENIUS Act.

🚀 The SEC just launched “Project Crypto,” a sweeping initiative to modernize U.S. securities laws for the blockchain era. It clears a legal path for ICOs, airdrops, staking, and DeFi - stating most digital assets are not securities. The move signals a major regulatory shift: from “everything is a security” to enabling U.S. leadership in crypto finance.

💳 Visa is expanding its stablecoin offerings - now supporting $USDG.X ( ▼ 0.0% ) , $PYUSD.X ( ▼ 0.09% ) , $EURC.X ( ▲ 0.16% ) , and 2 new chains: Stellar and Avalanche. This move comes as competition heats up: Mastercard is tokenizing 30% of its payments, JPMorgan just linked Chase to Coinbase for USDC rewards... The race to own onchain payments is officially on.

🟢 ETH is Holding Strong But $4,500 is Still the Pivot that Matters

Over the past 10 days, Ethereum has mostly moved sideways, even while the rest of the crypto market is under pressure.

So far, ETH is showing resilience. But don’t get it twisted — it hasn’t flipped the key resistance yet. And that resistance is sitting right at $4,500, a make-or-break level for the next big move.

🔄 Why $4,500 is Ethereum’s “structural pivot”

Right now, Ethereum’s market structure is flashing an important signal: the Realized Price to Liveliness ratio is approaching a historical threshold that’s been critical in past market cycles.

This metric is showing that $4,500 is the key resistance zone, and it’s not just any price level.

Ethereum hit this wall in March 2024 and during the 2020–2021 bull cycle. Both times, it struggled to break through cleanly.

So what happens if we get there again?

Historically, breaking above $4,500 has led to sudden euphoria and that’s not always a good thing. It often leads to unstable price structures, where sentiment overshoots reality.

→ That makes this level not just resistance, but a potential structural pivot for Ethereum’s entire price trend.

Macro dynamics aren’t just about price. They’re also shaped by who’s holding ETH and what they might do next.

Data shows that around 47% of active Ethereum addresses are in profit.

That might sound like a bullish sign at first glance and in the long run, it is. It means many investors are holding ETH they bought for cheaper.

But short-term? It raises concerns.

When a large chunk of the market is sitting on unrealized gains, there’s a higher chance they’ll take profits. That could increase selling pressure, especially as we approach a big resistance like $4,500.

And that kind of behavior could stall Ethereum’s rally or even trigger a temporary correction.

In short:

• $4,500 is the line in the sand. Break it cleanly, and Ethereum could enter a new growth phase — possibly with overheated sentiment.

• But that same zone could also act as a ceiling, where selling pressure kicks in and slows everything down.

• With nearly half of active wallets in profit, there’s a real risk of profit-taking, which could mute upward momentum.

So no, Ethereum isn’t done but this next phase will test investor behavior and structural resilience.

📈 ETH is still above key support for now

At the moment, Ethereum is trading around $3,613, sitting comfortably. This puts ETH in a relatively stable position, showing some upside strength in the current market.

One key signal? The Parabolic SAR indicator is currently positioned below the candles, which suggests an active upward trend is in play.

So what does this mean?

👉 Ethereum is in a mild uptrend, and price action suggests there’s room to move higher. Based on current sentiment and technicals, the next potential targets are:

• $4,000 - acting as a short-term resistance

• If ETH breaks and holds above $4K, it could flip that into support

• From there, the price might push toward $4,200 in the near future

That’s the bullish case. But here’s the risk to keep in mind:

If selling pressure increases - either from profit-taking or broader market weakness - Ethereum could pull back to its next key support at $3,530.

Why that matters:

• $3,530 is a critical level. If ETH breaks below it, the bullish argument starts to fall apart

• That would signal a shift in market sentiment - possibly turning bullish momentum into caution or even a reversal

🔐 Ethereum is getting ready for the Quantum era

Ethereum just turned 10 years old, and instead of just celebrating the past, the core team is looking ahead - especially at one massive challenge: quantum computers.

At the center of this conversation is Justin Drake, a senior researcher at the Ethereum Foundation. This week, he shared a bold plan to future-proof Ethereum against what many call the “apocalypse of crypto” - the moment when quantum machines can break today's encryption.

So what’s the threat?

Quantum computers could one day break the cryptographic systems that keep blockchains secure.

→ They're still experimental now, but progress is real and if they mature in the next decade, they could crack digital signatures, unlock wallets, and compromise blockchains.

Drake and others - including Vitalik Buterin, who launched The Splurge upgrade last year - are not waiting around. They’re already planning how Ethereum can stay ahead.

Drake is pushing for what he calls a "lightweight Ethereum" strategy, focused on:

• Hash-based cryptography to replace current cryptographic methods

• Applying this across the entire Layer 1, including signatures, zkVMs, and more

Hash functions are believed to be much more resistant to quantum attacks. But this isn’t just a simple patch. It would require deep structural changes to how Ethereum operates.

To stay ahead of quantum threats, Ethereum would need to hit:

• 1 billion gas/second and 10,000 TPS (transactions per second) on Layer 1

• 1 trillion gas/second and 1 million TPS on Layer 2

And all this must happen while maintaining:

• Full decentralization

• Elegant and sustainable design

As Drake puts it, Ethereum must not only be functional, it must be "an art form, a craft."

So how close are we?

We’re not there yet. The tech Drake talks about isn’t fully implemented. The roadmap is clear, but execution will take time and likely years of R&D.

But Drake isn’t alone in raising the flag.

• Vitalik has already proposed proactive defenses

• Usi Zade from Bitget also warned about quantum risk post–10-year anniversary

And it’s not just about quantum threats. Ethereum still needs to guard against state-level interference, censorship, and centralization pressures.

When we talk about $4,500 as a resistance, we’re talking about market structure today, investor behavior, profit-taking, support levels. But Ethereum’s team is playing a multi-decade game. So yes, watch the $4K–$4.5K zone closely. It matters.

🔥 While Everyone’s Chasing Memecoins & AI, Here’s One Trend to Pay More Attention

If you’ve been following the market over the past month, you’ve probably noticed some surprising money flow shifts.

There are 5 trends that have been quietly growing - and one of them looks like a real opportunity that might be worth your attention.

I’ll break them down more in today’s post:

1️⃣ So… Where’s the Money Actually Going Right Now?

Over the past month, we’ve seen funds flowing into highly speculative sectors like NFT applications ($PENGU.X ( ▲ 0.15% ) ) and memecoins ($BONK.X ( ▲ 0.57% ) ).

This shift shows that risk appetite is returning, but let’s be real: these tokens aren’t pumping because of long-term value. They’re moving because of FOMO and new narratives, like how BonkFun suddenly overtook PumpFun in revenue.

We’re also seeing some money trickling into Gen 1 smart contracts and oracles - a sign that some investors are still betting on tech-based projects. But it’s not going to big platforms like Ethereum or Solana.

Instead, it looks like the market is rotating into mid-tier projects with short-to-mid-term upside, even though most of them lack real innovation.

One exception here is DePIN, with projects like Helium $HNT.X ( ▼ 2.13% ) . This sector actually has potential for real-world use cases, unlike the others. Still, even DePIN’s current growth seems driven more by hype than belief in long-term fundamentals.

2️⃣ Where Will the Money Go Next? The Next Trend is…

🤡 Meme Of The Day

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The Crypto Fire

This newsletter is for informational purposes only and should not be considered investment advice. Traders should conduct thorough research, understand the risks, and carefully evaluate their decisions before investing in cryptocurrency.