BTC enters up-only mode, 'crypto week' makes waves & pump.fun forgot how to pump
Market Vybe #17
Putting Fartcoin in your 401k isn’t just a dream anymore, it’s reality. Crypto markets surged this week, fueled by a wave of bullish news. Bitcoin smashed through a multi-month channel, entering price discovery mode, while the TOTAL3 altcoin index also broke out.
Solana’s ecosystem stayed red-hot, with Pump.fun pulling off 2025’s biggest ICO, raising $600M in just 12 minutes. Ironically, the sky-high valuation may have boosted rival LetsBonk.fun’s BONK token, soaring 45% this week and 140% over the past month. Here’s your weekly crypto update with everything you need to know 👇
Technical Analysis
Bitcoin broke above its multi month channel and is officially in price discovery mode. Using Fib extensions, the next target looks to be $135K.
Bitcoin Spot ETF flows are SURGING: $5.4B net inflow since July 1st.
Ethereum ETFs are also picking up momentum. With multiple days of higher net inflow than BTC.. In other words, Institutions have discovered the bitcoin "beta" trade… which bodes well for the incoming Solana ETF.
TOTAL3, which is the total of all crypto marketcaps minus bitcoin and eth, is breaking out, signalling one thing: altseason is upon on.
Solana is knocking on the door of a key resistance level at $180. A clean breakout likely targets $200+ in the near term.
Policy Tailwinds
It’s been a massive week on the regulatory front. The GENIUS Act passed Congress, alongside two other bills up for vote. Here’s the TLDR:
GENIUS Act: Supports stablecoins and streamlines stablecoin payments.
CLARITY Act: Clearly defines non-security cryptos, opening doors for ETFs.
Anti-CBDC Act: Blocks the creation of a centralized digital dollar.
Oh, and one more thing…
The Trump administration just authorized 401k plans to hold crypto, private equity, and commodities. “Hurry up Grandpa, you’re gonna miss the pump!”
Pump.fun VS. BONK
PumpFun raised $600M in 12 minutes at a whopping $4B FDV. But the token ($PUMP) has struggled post-ICO. After a quick +75% spike to $0.007, it’s now down -40% and barely holding above launch price.
Given the ultra-bullish environment, it smells like a bull trap shakeout before the next mega-send.
Meanwhile, BONK is quietly stealing the memecoin spotlight:
This past week Bonk.fun has surpassed pump.fun in both trading volume AND tokens created.
BONK now boasts a $2.72B market cap up 45% over the past 7 days, surpassing PUMP’s $1.55B market cap.
The memecoin meta might be shifting..
Solana Ecosystem Highlights
Tokenized Real-World Assets (RWAs) on Solana have crossed $418M issued, up 140% YTD. From U.S. Treasuries to Tesla shares, everything wants to live on Solana now.
Franklin Templeton’s Fund Expansion: Franklin Templeton extended its Onchain U.S. Government Money Fund (FOBXX) to Solana via its BENJI platform, enhancing institutional access to tokenized assets.
Solaxy ($SOLX), Solana’s first Layer 2 solution to address network congestion, raised $49.6M in its presale, nearing $50M. With 13.8B tokens staked, it aims to enhance transaction speed and reduce fees.
Solana announced “Onchain Holiday,” an online shopping event allowing users to spend stablecoins and memecoins on merchandise from over a dozen brands, showcasing its real-world utility.
Vybe Updates
Week 6 of the Vybe Draw is officially underway! Over the past 5 weeks, we've already handed out 100 VybeSOL in rewards (that’s 20 VybeSOL per week), split between 3 lucky stakers. With each VybeSOL currently valued around $175, that’s more than $17,500 in total prizes given away so far.
All you have to do to enter is hold our LST and register on our site, no extra steps, just pure staking rewards with a shot at the weekly prize pool.
Join today: https://vybe.fyi/raffle?tab=overview
That’s it for this week’s edition of Market Vybe. Things are feeling optimistic, momentum is building, and the charts are finally starting to line up.
Stay sharp, and we’ll catch you next week with more alpha.
- Vybe Team
