Cryptocurrency Market Analysis [July 1st]

Dear subscribers

Bitcoin has already recovered from the decline caused by the Israel-Iraq conflict two weeks ago, and last week rose gradually from $105,000 and is now around $106,000.

Last week was a relatively calm week with little price volatility.

However, there were big headlines, such as Robinhood adopting Ethereum L2 Arbitrum for trading, and Solana’s staking-based ETF launching on Wednesday.

Bitcoin is currently moving in a range of $100,000 to $110,000, and is now in the price band slightly above half of that range. Regarding the notable Fed interest rate policy, a rate cut is more likely after September, and I am personally watching how this will affect prices.

Next is the price of Ethereum.

Ethereum has also recovered from the Israel-Iraq war-induced drop, but compared to its previous price it remains somewhat lower, currently positioned around $2,450.

Still, compared to the price rise after President Trump’s inauguration last year, it remains about 50% of that level, making me feel that the rise is smaller than Bitcoin’s.

Nevertheless, personally I believe Ethereum has substantial potential, even though Bitcoin is currently more prominent.

◯ Trump praises Bitcoin

Trump praises Bitcoin as reducing “dollar pressure” and creating jobs, while analysts warn that the increasing US debt and devaluation of the currency will make the adoption of cryptocurrencies increasingly inevitable.

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The United States plans to promote the use of the dollar, including stablecoins. At the same time, due to rising debt, it is argued that currency issuance cannot be restrained, which could lead to an increase in Bitcoin’s value.

◯ Robinhood uses Arbitrum for stock trading.

Arbitrum transforms stock trading: On June 30, 2025, Robinhood leverages Arbitrum's Layer 2 blockchain to introduce tokenized OpenAI, SpaceX, and over 200 US stocks for EU users. “Cryptocurrencies are the next evolution of finance,” said CEO Vlad Tenev. Arbitrum’s Steven Goldfeder praised Robinhood’s vision and noted seamless app integration. Fireblocks ensures trading security and contributed to achieving the EU-app goal of “accessible finance” in 2022.

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Robinhood offering services using Ethereum L2 Arbitrum is quite a practical major news.

With this news, Arbitrum rose by more than 10% and the price reacted.

◯ Solana’s staking-based ETF first U.S. listing

Coming Wednesday: the first staking cryptocurrency ETF in the United States!

Introducing the REX-Osprey™ SOL + Staking ETF designed to generate income through on-chain staking while tracking Solana’s performance.

· SOL exposure

· Staking rewards

A new era of revenue-generating cryptocurrency exposure has arrived.

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（This article has been distributed since 2016）