Daily Brief: July 28, 2025
Web3 Boost, Bitcoin Steady, Ethereum Rises
Oraichain, Pinlink, and RSS3 are leading the charge in integrating AI into Web3 infrastructure, shifting focus from speculation to utility and reducing systemic risks. Meanwhile, Bitcoin is becoming more stable with the approval of spot ETFs, attracting institutional investors and potentially transforming it into a stable asset. Ethereum is also seeing a surge in price and institutional interest, driven by significant ETF inflows. These trends highlight a move towards more mature, stable, and utility-focused crypto markets, impacting future investment strategies.
🔗 Web3 Infrastructure: Oraichain, Pinlink, and RSS3's Role
Oraichain, Pinlink, and RSS3 are leading the way in integrating AI into Web3 infrastructure. Oraichain provides a secure AI computation layer, Pinlink focuses on tokenizing physical GPU hardware, and RSS3 offers a decentralized data layer. These projects are moving the spotlight from speculative assets to investments driven by utility.
By decentralizing AI, cloud infrastructure, and information flow, these projects also help reduce systemic risks. Oraichain promotes transparency in AI processes, Pinlink enables global distribution of AI computation, and RSS3 works to prevent data censorship. This decentralization bolsters the Web3 ecosystem.
Web3's composability allows developers to combine protocols like Oraichain, Pinlink, and RSS3 to build new applications. This modular approach simplifies development and reduces costs, paving the way for sophisticated and efficient decentralized applications, and highlighting the collaborative potential of Web3.
Why it matters: Investing in Web3 infrastructure like Oraichain, Pinlink, and RSS3 is crucial for sustainable growth and long-term value creation, as they support the next generation of decentralized technologies.
📈 Bitcoin's Path to Stability with Spot ETFs
Bitcoin is entering a new phase of stability, thanks to the approval of spot Bitcoin ETFs. Analysts like Eric Balchunas from Bloomberg suggest this shift is reducing Bitcoin's notorious volatility. With spot ETFs, Bitcoin is attracting significant institutional investment, leading to steadier price movements and fewer dramatic sell-offs.
The launch of BlackRock's IBIT ETF has been a game-changer, coinciding with a 250% increase in Bitcoin's price. However, this growth comes with less volatility, making Bitcoin more appealing as a stable asset rather than just a speculative one. Citigroup even forecasts Bitcoin could reach $199,000 by year-end, driven by continued ETF inflows.
Experts like Mitchell Askew predict that Bitcoin's price will continue to rise steadily, potentially reaching $1 million within a decade. This growth is attributed to the stabilization brought by spot ETFs, which have shifted Bitcoin's price dynamics from extreme cycles to more consistent patterns. This marks a maturing market environment.
Why it matters: The shift towards reduced volatility and increased institutional adoption could transform Bitcoin from a speculative asset into a more stable currency, influencing its long-term role in the financial world and impacting investment strategies.
📈 Ethereum ETF Inflows Boost Institutional Interest
Ethereum's price has jumped to $3,810, marking a 54% increase over the past month. This surge is largely driven by significant investments in Ethereum ETFs, like BlackRock's iShares Ethereum Trust, which attracted $4.1 billion in just ten days. The market remains optimistic, with predictions that ETH could exceed $4,000 this year.
Ethereum Spot ETFs have outperformed their Bitcoin counterparts, with $1.85 billion in inflows last week alone. BlackRock's ETHA led the way with $1.29 billion, contributing to its $10.69 billion in net assets. This trend underscores growing investor confidence in Ethereum-based financial products.
Large purchases by whales and new wallet accumulations, totaling billions in ETH, are supporting the ongoing rally. This activity indicates increasing institutional interest and could propel Ethereum to reach significant price milestones, potentially impacting the broader crypto market.
Why it matters: Ethereum's rising ETF inflows and price momentum indicate strong institutional interest, which could lead to major price milestones and shape the future of crypto investments.