HONG KONG, Aug. 07, 2025 (GLOBE NEWSWIRE) — CoinEx Research’s July 2025 Report: In July, the cryptocurrency market entered a revitalized bullish trend as U.S. lawmakers officially enacted the GENIUS Act. As a result, the global crypto market cap soared past $4 trillion, with Bitcoin reaching a record high of over $123,000. Ethereum followed suit with a remarkable 54.3% increase over the month, spurred by monthly ETF inflows of $5.3 billion and heightened corporate interest. Amid steady interest rates from the Federal Reserve and stalled trade discussions with China, market sentiment shifted to a more cautiously optimistic outlook. Additionally, Solana’s token issuance market experienced significant changes, while stablecoin inflows amounted to $8 billion, hinting at the potential for further market advancements.
The GENIUS Act Boosts Market Opportunities
The signing of the Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act by President Donald Trump on July 18 was a pivotal event for digital assets. This implementation bolstered confidence in digital currencies, particularly stablecoins, and revitalized market enthusiasm. Bitcoin reacted positively, climbing to a historical high exceeding $123,000, while Ethereum enjoyed a substantial 54.3% monthly uplift. On a macro scale, trade relations were still a factor influencing the market. Although President Trump secured tariff agreements with the EU, UK, and Japan, negotiations with China reached an impasse, maintaining trade tensions. The Federal Reserve opted to keep the federal funds rate steady at 4.25–4.50% during its July session.
BTC and ETH Technical Analysis
Following the new high, BTC is currently consolidating within the blue zone while continuing its upward trend without signs of deceleration. The ETH-BTC exchange rate has also turned bullish, surpassing the 338-day EMA trendline for the first time in over a year, suggesting potential for further gains.
Rising Altcoin Rotation in a Favorable Environment
As Bitcoin surpasses its previous record and the ETH/BTC rate climbs, CoinEx Research observed a notable “explosive rebound” across major altcoin ecosystems as investors exhibited increased risk appetite, likely leading to higher capital inflows.
The Impact of the GENIUS Act
The enactment of the GENIUS Act, garnering significant bipartisan support—308–122 in the House and 68–30 in the Senate—ushered in the first formal U.S. regulatory framework for stablecoins. This framework is closely aligned with the EU’s MiCA initiative and Hong Kong’s Stablecoins Ordinance, establishing the U.S. as a frontrunner in global stablecoin regulations.
Corporate Adoption of Ethereum
July also witnessed a rise in Ethereum adoption among U.S. publicly traded companies. Following MicroStrategy’s example in Bitcoin treasury management, firms like SharpLink Gaming, BitMine Immersion Technologies, and BTCS Inc. have started accumulating ETH as a strategic asset. This strategy, which leverages ETH’s staking and DeFi capabilities, demonstrates a deeper integration of Ethereum within the traditional financial landscape.
Future Trends and Market Outlook
July 2025 is likely to be a noteworthy period when policy coherence, institutional engagement, and market advancements came together to usher in a new phase of crypto growth. The GENIUS Act’s passage not only legitimized stablecoins but also sparked a broader risk-on sentiment that impacted Bitcoin, Ethereum, and altcoins. The corporate uptake of ETH, the growth in stablecoin inflows, alongside tokenization experiments in U.S. equities and transformations in Solana’s issuance, indicate a thriving and evolving ecosystem. Continued increases in stablecoin inflows and potential interest rate cuts could signal the beginning of a sustained bull market.
