July 2025 was really hot when we are talking about the cryptomarket and the crypto room in general: from the Pomptoken ICO to Ethereum Rush, from Bitcoin who is getting high to the passage of the Landmark Genius Act. Portfolio Management and Trade -Automatization Platform Finestel shared a market report of July 2025 that helps to wrap the head of the month the most groundbreaking events and to outline the most important trends for asset managers.
Summary
- Finestel points out that the lively boost of the first half of July shifted to the accumulation and risk-reducing phase by the end of the month
- Institutional interest in crypto grew enormously. Collected of all BTC since April, business treasury bought more than 40% in a few week of July
- Augustus can be a crucial month, which moves Bitcoin to $ 105,000 or $ 130,000 levels, depending on the tariff reductions of the FED and the performance of Solana’s Seeker ships
Price movements in July
Experts of Patch Emphasize the contrasts of market performance in July, and calls the “Surge meets stable” and reminds us that within a month not only the price of Bitcoin reached a record price, but also withdrawn with a few thousand dollars.
Bitcoin
In the first week, in the midst of tariff uncertainty, the Bitcoin price fluctuated within a range of $ 105,000 – $ 110,000. Finestel mentions ETF inflow and on-chain buying spikes as the reason why the second week saw an increase of 9%, when the BTC price exceeds $ 120,000. As the price was granted the peak value, it settled at $ 117,000, so that asset managers reduce the risks. The total profit in July was 8%.
Ethereum
The figures from Ethereum were superior. It showed a monthly profit of 17.03%, up to $ 3,800 and almost $ 4,000. Finestel mentions 29.4% bet and ecosystem rotations as the contributing factor.
Altcoins
The Altcoins market saw powerful volume peaks in July, with 43% and 48% UPS in the second and third weeks respectively. The cooling of 8% took place in the fourth week when the trade volume fell to $ 1,323 trillion, “with capital that flows into compliance tokens such as XRP Post-Clarity Act.”
For the Altcoin market, July appeared to be dynamic:
- Market capitalization rose by 13.2%and reached $ 3.85 trillion
- The daily volume increased by 56%, and hit $ 161 billion
- At some point, Bitcoin’s dominance shrink to 60.6%
The Fear & Greed Index did not leave the reach of 70-75, “a rotation of 2% in Altcoins and more active trade.”
| Metric | Week 1 | Week 2 | Week 3 | Week 4 | Monthly trend | Finestel -Adaptation notes |
| Bitcoin (USD) | ~ $ 108k | $ 120k+ | $ 118k | $ 117k | +8% | Core Up Half-month; Trim 1% Consolidation |
| Ethereum (USD) | ~ $ 3K | $ 3.8k+ | ~ $ 3.8k | $ 3.8k | +17.3% | Boost 3% on ETF streams |
| Cap (trillion USD) | ~ $ 3.4 | $ 3,771 | $ 3.905 | $ 3,919 | +13.2% | Rotate 2% Alts on peaks |
| Daily Full (billion USD) | ~ $ 98 | $ 139 | $ 161 | $ 161 | +56% | Bots scaled for spikes |
| BTC Dominance (%) | High | -0.69 | -3.75 | +0.18 | Net dip | Diversity 4% on falls |
Key on-chain signals
In July Bitcoin saw a shift from active trade to an accumulation phase. Finestel pointed out that BTC transactions in the third week at 736,600 peaks, but in the fourth week this volume fell by 50%and settled at 367,000 BTC, which lives a transition to a Hold mode indicates.
While the peak price of July was $ 123,000, the support line was between $ 117,000 and $ 119,000. The volume grew with 665,000 BTC in the third week. Despite the new record price, taking a profit fell and fell from 300,000 BTC to only 150,000 BTC. The institutional question grew, which is a strong sign of trust. In July, settings added 60.107 BTC.
In July, Bitcoin mini workers earned $ 1.66 billion, while Ethereum’s income reached 29.4%in the Ethereum, “with exposure to Defi between 0.77-0.98.”
Below you can see the most important signals on chains described by Finestel:
- Bullish: Strong support for $ 117K suggests potential for $ 130k.
- Bearish: Distribution trends indicate possible dips below $ 115k and test $ 105k – $ 108k.
- Neutral: Stable speed favors shift to Altcoins as the dominance of Bitcoin decreases.
Impact of Bitcoin ETFs and crypto treasury companies
Crypto ETF entry, as well as the constant trend of emerging and rival crypto -outskist companies, had an impact on the cryptom markets. According to finish, of $ 12.8 billion attracted by Bitcoin ETFs in July, $ 6 billion flowed to Bitcoin and $ 5.43 billion flowed to Ethereum. Blackrock won $ 84 billion and recorded 75% of new funds. The outflow of the fourth week was only $ 72 million.
Corporate Crypto Treasuries intensified their race in the fourth week of July and collected 60,107 BTC in just one week – more than 40% of all bitcoins purchased by Bitcoin Treasuries since April, marks an increased demand for Bitcoins from institutions. The income of Strategy Q2 of 628,791 BTC Holdings was $ 10 billion.
Regulation and macro factors
Finestel experts consider the Clarity Act and Genius figure as catalysts for the activity of the cryptomarket in July. These acts have contributed to defining the legal status of digital assets and “required stablecoin reserves”, stopping the development of digital currencies of the Central Bank.
Other bullish regulatory shifts described by Finestel include Hong Kong’s striving for licensing Crypto platforms and the SECs Project Crypto, a complex of tasks aimed at streamlines the development of the crypto -sector in the US “these changes are expected to be deficiencies, as to conform, to be conformed, as to be conformed, to be conformed with Defi, to be conformed, to be conformed with Defi -Strii -Romstings, as to be conformed with defici, as to be conformed with Defi -Sti -Stromingen, as to be conformed with Defi -Sti -Stromingen, as to be conformed with Defi -Stromingen, as to be conformed with Defi -Stromingen, with conforming. Ethereum’s growing interest in 29.4%, “from 29.4%”
Portfolio allocations
Responding to the changes in the market, the asset managers of Finestel respectively made adjustments to the portfolios.
Below you can see a summary of the changes of Finestel:
- BTC + ETH: 54% (cut by 1% because of the volatility)
- Stablecoins: 16% (an increase of 1% as hedge)
- Defi: 10% (an increase of 1% for compliance -based yield)
- Low-1: 20% (2% fall when rotations cooled down)
What to expect afterwards?
Finestel gave prospects for the market performance of Augustus and noted that the month can be crucial with Bitcoin who tests the level of $ 117,000. From this figure it can slide down to the range of $ 105,000 – $ 108,000 or $ 130,000 as positive factors become more influential.
The experts outlined important events to keep an eye on. They include the launch of Solana’s Seeker-ships, which can stimulate the rotations of Layer-1 and stimulate cutbacks by the Federal Reserve. The rate reductions can cause the flood of liquidity, stimulating the crypto market.
The other prospects mentioned in the Finestel report are the possibility that Ethereum will hit $ 4,000 and the potential for the excellent performance of RWAS.
To improve flexibility, Finestel experts experts to adjust portfolio managers to BTC + ETH to 53%to increase the share of the stablecoins to 17%and Defi to 10%. In conclusion, they remind traders that automation tools can help to minimize risks and stimulate profit.
Publication: This article does not represent investment advice. The content and materials on this page are only for educational purposes.
