CIFDAQ Market Insight for 14th July 2025
- 2. CIFDAQ Market Insights: 14 July 2025 The crypto market is experiencing a powerful resurgence, with Bitcoin reaching new all-time highs and altcoins riding the wave of bullish momentum. Investor sentiment is soaring, driven by a mix of macroeconomic shifts, geopolitical triggers, and emerging innovations within the digital asset space. This week marks a critical juncture for the industry as both institutional interest and regulatory attention intensify, shaping the future direction of the market. This week of CIFDAQ’s market insights dives into the upcoming developments of the past and potential future that will make an impact in the coming days. This is the week that many investors wait for! To see their portfolios soaked up in all green figures. Key Insights of the week ❖ Bitcoin and Altcoin Insights. ❖ AAVE passes the $50 billion mark in deposits. ❖ ‘Crypto Week’ kicks off in the US. Major Regulatory Bills Expected to Be Voted On. ❖ Ethereum vs. Solana: Decentralization’s Rise in DeFi’s 2025 Evolution. ❖ RLUSD Adoption and Its Impact on XRP: Insights as of July 14, 2025. Bitcoin and Altcoin Insights 1. Bitcoin and Ethereum ETFs get one of the highest inflows in the previous week: From July 8 to July 11, 2025, Bitcoin ETF inflows show a significant uptick, totaling $4,680.5 million USD, with a peak of $953.5 million on July 11, per the chart data. Daily inflows rose from $66.8 million (July 8) to $448.5 million (July 10) and $953.5 million (July 11), reflecting a 1,327% increase over four days. The average daily inflow post-July 7 is $145.1 million, up from $133.6 million earlier, suggesting renewed institutional confidence. This trend indicates the market is strongly in buying pressure with a bullish outlook.
- 3. Meanwhile, Ethereum ETF inflows are picking up momentum since 8th July, with an increase from $46.7 million to $204.9 million. This increase of inflows is majorly contributed by BlackRock and Fidelity. BlackRock has the highest inflows of Ethereum on 10th July 2025, recording $300.9 million alone. With increasing buying accumulation, Ethereum is reflective of a bullish price spike and increased by 6%, from around $2750 to $2950. The overall price action is bullish, and Ethereum is poised to have bullish continuation this week. 2. Shorts are getting massively hammered in past weeks with huge liquidations From the total liquidation chart of Bitcoin, considering the previous week from July 7, 2025, to July 14, 2025, we see shorts (in red) experiencing huge spikes, indicating significant liquidations across exchanges. The highest liquidations occurred on July 10, 2025, with $962 million liquidated in the market, while longs only saw $96.56 million in liquidations. This marks one of the largest losses for shorts since the previous spike on May 8, 2025, according to the CoinGlass chart. This liquidation data suggests that the market is trending bullish and will continue to punish short sellers for a while. This is also supported by Funding rates across different exchanges showing an average rate of positive 0.01%, indicating longs are pushing markets on the upside
- 4. 3. Bitcoin wallet holdings increase for the longer term among investors. Bitcoin wallet balances derived in terms of Shrimp (<1 BTC), Crab (from 1 BTC to 20 BTC), and Fish (<100 BTC) are accumulating 19.3k BTC per month, exceeding miner issuance of 13.4k BTC, resulting in a net absorption of 6k BTC (more than supply) per month since early 2025. This surplus absorption suggests a supply tightening. This is also reflected in the price action of Bitcoin, with negative supply change of wallets in the months of May 25 and June 25, marking accumulation and supply shock induced by more buying in July, driving the price of Bitcoin upwards. Continued surplus absorption of Bitcoin over the month indicates further bullish price drive for Bitcoin. 4. AAVE passes the $50 billion mark in deposits Aave has announced a significant milestone, reaching $50 billion in net deposits, which surpasses previous records and reflects the robust growth within the decentralized finance (DeFi) sector. The platform's recent innovations, such as the introduction of Aave v4 and the expansion of its GHO stablecoin across multiple networks, have enhanced its functionality and accessibility, contributing to the substantial increase in deposits. This milestone is part of a larger market dynamic, influenced by developments like liquid restaking protocols and the rise of Bitcoin DeFi products, further indicating strong confidence in the sector. This highlights the growing demand of the DeFi ecosystem.
- 5. ‘Crypto Week’ kicks off in the US. Major Regulatory Bills Expected to Be Voted On. This week, from July 14 to 18, the U.S. House of Representatives is set to debate three pivotal pro-crypto bills: the GENIUS Act, CLARITY Act, and Anti-CBDC Surveillance State Act. The GENIUS Act, already passed by the Senate with bipartisan backing, focuses on regulating stablecoins with a 1:1 reserve requirement. The CLARITY Act seeks to define SEC and CFTC jurisdictions, while the Anti-CBDC bill aims to prevent federal digital currency adoption. Discussions are active, with optimism tempered by potential amendments and opposition, leaving passage uncertain. Current sentiment suggests a 52% chance for the CLARITY Act, yet final outcomes hinge on bipartisan support and leadership decisions. Should these bills pass, they could enhance market confidence, potentially driving Bitcoin and Ethereum prices upward. However, delays or rejection might heighten volatility, impacting stablecoin adoption and fueling decentralized finance growth, with the market’s trajectory depending on this week’s developments.
- 6. Ethereum vs. Solana: Decentralization’s Rise in DeFi’s 2025 Evolution As DeFi strides toward mainstream adoption in 2025, the rivalry between Ethereum and Solana underscores a pivotal debate: the balance between decentralization and speed. Ethereum hosted the genesis of the DeFi world in crypto, commanding over 55% of total value locked across major chains, offering a secure and composable platform for institutional asset tokenization and smart contracts. Its mechanism emphasizes layer 1 blockchain to be decentralized, whereas its other utility-based features are taken by layer 2 blockchains. The recent rollout of Proto-Danksharding in early 2025 has slashed Layer 2 transaction costs, enhancing its modular scaling. In contrast, Solana shines with its high throughput, making it ideal for consumer-driven applications like gaming and fintech, though its monolithic design diverges from Ethereum’s distributed architecture. With 1,388 deployed protocols compared to Solana’s 232, Ethereum’s maturity and political neutrality provide a robust foundation, especially under tightening regulations. As the industry navigates this trade-off, Ethereum’s resilience may ultimately prevail over Solana’s speed, shaping a secure yet accessible DeFi landscape.
- 7. RLUSD Adoption and Its Impact on XRP: Insights as of July 14, 2025 XRP has experienced a strong breakout over the past week, climbing over 30% since July 7, 2025. This surge followed Bitcoin’s breach of its psychological resistance level and has been further fueled by growing momentum around Ripple’s stablecoin, RLUSD. Recent strategic developments around RLUSD are proving to be significant market catalysts: ● BNY Mellon Partnership (July 9): Appointed as RLUSD's reserve custodian, reinforcing institutional trust and contributing to a market cap exceeding $500 million. ● Ondo Finance Collaboration: Brought $100 million in tokenized U.S. Treasuries to the XRP Ledger (XRPL), highlighting its potential in real-world asset (RWA) tokenization. ● Global Payments Initiative (July 13): RLUSD selected for low-cost international remittances, showcasing its utility in cross-border payments. These updates have energized the XRP community, especially on platforms like X and r/XRP, with many anticipating an additional 4–5% price movement based on historic post-announcement trends. Rising XRPL transaction volumes and activity in tokenized assets are expected to drive further demand, keeping XRP bullish.
- 8. Final Thoughts: This week sets the bullish continuation tone based on the regulatory developments coming up from the USA. With the crypto week in sight, the market has anticipated bullish momentum, already driving the price of overall cryptos towards the upside. Depending on the outcome of the crypto week in the USA, will a bullish outlook boost the jet thrusters of most of the crypto assets to the moon, or will regulatory developments limit the bullish scope in the coming days? Wait and watch the developments in the markets. Image Source: Farside invests, DASE, Crypto News Australia, Coinglass, Glassnode, Cryptoslate Disclaimer: Crypto and NFT products are unregulated and can be highly risky. There may be no regulatory recourse for any loss from such transactions.