Arveum Capital PartnersCapital Partners

Crypto Newsletter

July 24, 2026 · 04:19 Uhr

Market Overview

BTC
$65.361
-0.40%
ETH
$1.879
-2.18%
SOL
$75,67
-2.50%
Market Cap: $2.31 Bio.BTC Dominance: 56.8%
1

MiCA Fully in Force: EU Radically Overhauls Crypto Market

r/aboutcryptoindustry, @cryptorover, @coinbureau, CoinDesk

The EU regulation Markets in Crypto-Assets (MiCA) has been fully in force since July 1, 2026, forcing unlicensed crypto exchanges to exit the EU market. The European Commission is already working on MiCA 2.0 to bring non-EU stablecoins and tokenized assets under control – an unprecedented regulatory crackdown with global signaling effect.

CRITICALRead article
2

Bitcoin Falls to $60–65K: Bearish Spiral and Short-Selling Fear

@misterrcrypto, @rage_0x, r/BitcoinMarkets

Bitcoin has fallen 20% since the 2025 peak and is struggling around the $60–65K zone; technical analyses point to volatile sideways movement. Institutional purchases via Spot-ETFs (+$710M in one week) signal mixed signals, while altcoins have collapsed 22%.

CRITICALRead article
3

CLARITY Act Stalled: US Stablecoin Regulation Delayed

r/aboutcryptoindustry, @InvestorJordan, @BedaKakuru48767

US lawmakers missed multiple CLARITY Act deadlines and the likelihood of enactment dropped to ~30%. While the EU forges ahead with MiCA, the US lags in standardized stablecoin rules and creates regulatory vacuum for global financial flows.

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4

Layer-2 Migration and RWA Boom: Ethereum Ecosystem Transforming

@DamiDefi, @minstrell_, r/defi

60–70% of Ethereum transactions are migrating to Layer-2 solutions (Arbitrum, Optimism); RWA tokenization is maturing into a $385B TVL economy with stablecoins, prediction markets, and DePIN as core narratives. DeFi is evolving from Wild West to professional financial infrastructure.

5

BlackRock Bitcoin ETF Exceeds $49B: Institutional Normality

@DederiCmrd, @TheCryptoJonny, The Block

BlackRock's Spot Bitcoin ETF (IBIT) now manages nearly $49 billion; T. Rowe Price launched a multi-token crypto ETF with 8 assets. Over 2,000 institutions hold Bitcoin via Spot-ETFs – crypto is becoming standard investment for traditional asset managers.

6

AI Agents & Agentic DeFi: Autonomous Crypto Infrastructure Growing

@aixbt_agent, @0xkhan_, r/defi

AI agents executed 109 million transactions in DeFi since summer 2025; payments infrastructure and on-chain data layers form the backbone for autonomous trading, swapping, and liquidity operations. 2026 becomes the turning point for agentic blockchain applications.

Situation Report

The global crypto market faces dual regulatory pressure: the EU enforces unprecedented centralization via MiCA (exchange delistings, stablecoin control), while the US creates regulatory vacuum through failure to pass the Clarity Act. Bitcoin is simultaneously falling to $60–65K, signaling market uncertainty despite rising institutional ETF inflows ($49B BlackRock, 2,000+ institutions). In parallel, new layers (Layer-2, RWA, AI Agents, DePIN) are emerging that bypass traditional financial structures – a geopolitical risk for monetary supply control, especially if decentralized payment systems escape regulatory reach.

Tokens: 1,912(1,117 in · 795 out)

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