Crypto Newsletter

On July 1, 2026, the EU crypto regulation MiCA transition period ended – unlicensed exchanges had to exit the market, stablecoins like USDT were delisted in several EU countries. The EU is already planning a reinterpretation of MiCA rules to expand coverage to tokenization and stablecoins.

Bitcoin ETF assets grew from zero to $130 billion USD (Jan 2024–Jun 2026), with BlackRock recently recording $209 million USD inflows. In parallel, approximately $8 billion USD flowed out of ETFs, corporate holdings, and stablecoin reserves over 30 days – a sign of institutional risk reduction.

Arbitrum and Polygon lead the Layer-2 ecosystem and process tens of thousands of transactions per second. DeFi innovation (derivatives DEX, tokenized assets) is revitalized through higher yields compared to US Treasuries.

BTC opened early July 2026 between $61,500–$64,000 USD, ETH stabilized above $1,700 USD after profit-taking and institutional uncertainty. Market analysts expect Ethereum between $1,800–$2,000 USD in October–November 2026.

The US GENIUS Act forces stablecoin issuers to hold 100% of their reserves in US Treasury bonds – effectively making them mandatory financiers of the US deficit from a regulatory perspective. This contrasts with the EU MiCA approach and signals geopolitical competition over monetary policy sovereignty.

Broad altcoin weakness dominates 2026; investors focus on Ethereum L2s (Base, Arbitrum), Bitcoin Layer-2, and AI-blockchain integration. Real-world assets and DePIN narratives struggle for attention against general market fatigue.