Bitcoin News Today: Total Crypto Market Cap Surges 15.85% Monthly on U.S. Money Supply Momentum

The total crypto market cap is primed for a historic breakout, with analysts highlighting a potential surge against the U.S. money supply as a catalyst for a bullish phase across digital assets. According to a prominent crypto analyst, the combined market capitalization of cryptocurrencies appears to be setting up for its largest breakout to date, signaling a significant shift in the relationship between crypto and traditional financial metrics [1]. This development has sparked optimism for Bitcoin (BTC), Ethereum (ETH), and altcoins, with technical indicators and macroeconomic trends reinforcing the narrative of an impending price rally.

Recent data underscores the crypto market’s momentum. As of July 2025, the total crypto market cap reached $4.02 trillion, reflecting a 15.85% monthly increase and a 1% weekly gain, driven by robust ETF inflows, institutional adoption, and sustained whale accumulation [1]. Bitcoin, the largest asset by market capitalization, trades at $87,710, having gained 1.5% in a single day and 0.9% weekly, approaching key resistance levels near $85,000 [3]. Ethereum also showed strength, surpassing $3,740 with over 35% gains since late June, buoyed by ETF inflows and increased staking activity [4]. Several altcoins, including XRP and SUI, have rallied between 22% and 50% in recent weeks, with some entering a final accumulation phase ahead of a broader market breakout [2].

The correlation between crypto prices and the U.S. money supply remains a focal point. Analysts note that Bitcoin’s price historically follows the M2 money supply with a lag of 2-3 weeks, and the current surge in M2 could signal further gains for cryptocurrencies [1]. A notable observation is the Bitcoin Golden Ratio Multiplier hitting a cycle top level of $181,000, a projection attributed to a respected analyst who anticipates continued upward momentum [3]. Meanwhile, corporate Bitcoin holdings have exceeded $91 billion, with companies like MicroStrategy and Sharplink expanding their ETH positions, reflecting growing institutional confidence [5].

Technical and macroeconomic factors further bolster the bullish case. Ethereum ETFs recently outpaced Bitcoin ETFs in daily inflows for the first time, indicating a shift in investor preferences toward diversified crypto exposure [6]. Whale activity has intensified, with a dormant $8.6 billion Bitcoin wallet reactivating and large holders accumulating assets ahead of potential U.S. regulatory clarity [7]. Additionally, policy shifts under the Trump administration and global trade adjustments are creating favorable conditions for crypto adoption, exemplified by the approval of the first Solana-based ETF and the launch of Ethereum-compatible sidechains [8].

While regulatory uncertainties persist, the market’s fundamentals remain resilient. Analysts caution that Bitcoin could test $150,000 and Ethereum surpass $5,000, with altcoins like XRP and Solana (SOL) showing strong accumulation patterns [9]. However, projections for Bitcoin to reach $200,000 by year-end are speculative, with forecasts noting the need to monitor market cycles and regulatory developments [9]. The convergence of technical strength and macroeconomic tailwinds positions the crypto market for a significant breakout, though investors are urged to balance optimism with prudence.

Source:

[1] Total Crypto Market Cap: https://www.tradingview.com/symbols/TOTAL/ideas/?exchange=CRYPTOCAP

[2] Altcoins Rally: https://www.ainvest.com/news/altcoins-rally-22-38-48b-market-cap-gains-fuel-breakout-potential-2507/

[3] Bitcoin Price Movement: https://www.facebook.com/groups/2028862550588932/posts/3488238841317955/

[4] Ethereum Price Prediction: https://bravenewcoin.com/insights/ethereum-eth-price-prediction-eth-eyes-massive-rally-beyond-ath-as-nasdaqbtc-ceo-sees-institutional-surge-like-bitcoin

[5] Corporate Bitcoin Holdings: https://www.cryptodnes.com/2025-07-22

[6] ETF Inflows: https://www.cryptodnes.com/2025-07-19

[7] Whale Activity: https://www.cryptodnes.com/2025-07-05

[8] Solana ETF and Ethereum Sidechains: https://www.cryptodnes.com/2025-07-01

[9] Bitcoin Price Projections: https://eng.ambcrypto.com/will-bitcoin-reach-200000-bitcoin-price-prediction-2025-a-detailed-analysis/