August 12, 2025 • 4 mins
Cryptocurrency News Today: Market Updates & Analysis podcast.
Hey frens, Crypto Willy here. Big week in crypto as macro meets momentum. With July CPI landing Tuesday, traders are positioning for a potential “risk-on unlock” if inflation cools toward the 2.8% year-over-year consensus; Alice Liu at CoinMarketCap told DL News the print could “lock in expectations for a September Fed rate cut,” a setup that’s historically tailwindy for Bitcoin and high-beta alts. According to DL News, Bitcoin reclaimed the $118k–$122k zone into the release, while Ether ripped more than 20% week-over-week, stoking talk of fresh all-time highs if CPI cooperates and the Fed pivots more clearly toward easing.
On the tape, CoinDesk reports Bitcoin is holding above $119,000 after a 2.2% daily rise, with traders eyeing $135,000 as near-term resistance, while Ether’s charging back toward its $4,800 record on a 17% weekly surge; altcoins like XRP and Solana joined the party as total crypto market cap tapped roughly $4 trillion. CoinDesk adds that ETF flows and CPI hedging are shaping options skew and spot demand as desks brace for volatility around the print.
Technicals stayed constructive. Cointelegraph notes bulls defended the $117,000–$120,000 shelf on Bitcoin despite heavy selling near the $123,218 all-time high, keeping the door open for a breakout if buyers absorb overhead supply. They also flag that Ether held above its $4,094 breakout level, with momentum traders re-engaging; even Arthur Hayes flipped back long, rebuying 2,373 ETH around $4,150 after trimming near $3,507, signaling renewed conviction on the move.
Under the surface, rotation returned. Ether’s leadership coincides with sticky ETF inflows and narrative fuel from the post-Dencun L2 boom and the coming Pectra improvement cycle later in 2025. Binance Research-style roundups this week highlighted wide ETH targets into year-end—Glassnode founders and analysts like Dennis Liu sketch scenarios that stretch from $7,500 to $14,000 depending on macro and ETF traction—while more conservative shops cap 2025 around $4,000–$6,000 if L2 siphons base-layer activity. Across retail channels, Changelly’s aggregated outlook pegs ETH in a $4.2k–$5.0k August range, a middle path between euphoric and cautious takes.
Alt themes kept humming. CoinDesk’s market wrap counted broad-cap strength, with Solana back in the green as on-chain activity and NFT/GameFi rails revived, and Chainlink sentiment buoyed by cross-chain and fintech integrations discussed across crypto media. Listicles like Crypto-Economy’s “Top 7 for August” leaned into ETH, SOL, LINK, AVAX, MATIC, and INJ on real-world asset tokenization, subnets, and oracle infra momentum—classic late-cycle infrastructure bid when liquidity expands.
Key watch items for the next few sessions:
- CPI surprise and Fed path: A cool print tightens September cut odds and extends beta; a hot print revives “higher-for-longer” headwinds. That binary likely governs whether BTC can clear $123k cleanly and whether ETH re-tests $4.8k with authority. (DL News, CoinDesk)
- ETF flow-through: Sustained net inflows after the data would validate the breakout; Cointelegraph flagged last week’s ramp in BTC ETF subscriptions as a tell for dip-buying strength.
- Rotation breadth: If ETH leadership persists without draining BTC, the “alts lift BTC” dynamic that CoinDesk spotlighted could extend, favoring high-liquidity L1s/L2s and core infra.
That’s the wrap from Crypto Willy—thanks for tuning in, and come back next week for more market intel and on-chain nuance. This has been a Quiet Please production. For me, check out QuietPlease dot A I.
Get the best deals https://amzn.to/3ODvOta
Hey frens, Crypto Willy here. Big week in crypto as macro meets momentum. With July CPI landing Tuesday, traders are positioning for a potential “risk-on unlock” if inflation cools toward the 2.8% year-over-year consensus; Alice Liu at CoinMarketCap told DL News the print could “lock in expectations for a September Fed rate cut,” a setup that’s historically tailwindy for Bitcoin and high-beta alts. According to DL News, Bitcoin reclaimed the $118k–$122k zone into the release, while Ether ripped more than 20% week-over-week, stoking talk of fresh all-time highs if CPI cooperates and the Fed pivots more clearly toward easing.
On the tape, CoinDesk reports Bitcoin is holding above $119,000 after a 2.2% daily rise, with traders eyeing $135,000 as near-term resistance, while Ether’s charging back toward its $4,800 record on a 17% weekly surge; altcoins like XRP and Solana joined the party as total crypto market cap tapped roughly $4 trillion. CoinDesk adds that ETF flows and CPI hedging are shaping options skew and spot demand as desks brace for volatility around the print.
Technicals stayed constructive. Cointelegraph notes bulls defended the $117,000–$120,000 shelf on Bitcoin despite heavy selling near the $123,218 all-time high, keeping the door open for a breakout if buyers absorb overhead supply. They also flag that Ether held above its $4,094 breakout level, with momentum traders re-engaging; even Arthur Hayes flipped back long, rebuying 2,373 ETH around $4,150 after trimming near $3,507, signaling renewed conviction on the move.
Under the surface, rotation returned. Ether’s leadership coincides with sticky ETF inflows and narrative fuel from the post-Dencun L2 boom and the coming Pectra improvement cycle later in 2025. Binance Research-style roundups this week highlighted wide ETH targets into year-end—Glassnode founders and analysts like Dennis Liu sketch scenarios that stretch from $7,500 to $14,000 depending on macro and ETF traction—while more conservative shops cap 2025 around $4,000–$6,000 if L2 siphons base-layer activity. Across retail channels, Changelly’s aggregated outlook pegs ETH in a $4.2k–$5.0k August range, a middle path between euphoric and cautious takes.
Alt themes kept humming. CoinDesk’s market wrap counted broad-cap strength, with Solana back in the green as on-chain activity and NFT/GameFi rails revived, and Chainlink sentiment buoyed by cross-chain and fintech integrations discussed across crypto media. Listicles like Crypto-Economy’s “Top 7 for August” leaned into ETH, SOL, LINK, AVAX, MATIC, and INJ on real-world asset tokenization, subnets, and oracle infra momentum—classic late-cycle infrastructure bid when liquidity expands.
Key watch items for the next few sessions:
- CPI surprise and Fed path: A cool print tightens September cut odds and extends beta; a hot print revives “higher-for-longer” headwinds. That binary likely governs whether BTC can clear $123k cleanly and whether ETH re-tests $4.8k with authority. (DL News, CoinDesk)
- ETF flow-through: Sustained net inflows after the data would validate the breakout; Cointelegraph flagged last week’s ramp in BTC ETF subscriptions as a tell for dip-buying strength.
- Rotation breadth: If ETH leadership persists without draining BTC, the “alts lift BTC” dynamic that CoinDesk spotlighted could extend, favoring high-liquidity L1s/L2s and core infra.
That’s the wrap from Crypto Willy—thanks for tuning in, and come back next week for more market intel and on-chain nuance. This has been a Quiet Please production. For me, check out QuietPlease dot A I.
Get the best deals https://amzn.to/3ODvOta
Mark as Played
Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
Hey friends, crypto Willie hear big week in crypto as
macro meets momentum. With July CPI landing Tuesday, traders are
positioning for a potential risk one unlock if inflation cools
toward the two point eight percent year over year consensus.
Alice Lew at coin market Cap told d L News
the print could lock in expectations for a September FED
(00:21):
rate cut, a set up that's historically tail wendy for
Bitcoin and high beata alts. According to d L News,
Bitcoin reclaimed the one hundred eighteen thousand K one hundred
twenty two thousand K zone into the release, while Ether
ripped more than twenty percent week after week, stoking talk
of fresh all time highs if CPI cooperates and the
(00:41):
Fed pivots more clearly toward easing. On the tape coin
desk reports, Bitcoin is holding above one hundred nineteen thousand
dollars after a two point two percent daily rise, with
traders eyeing one hundred thirty five thousand dollars as near
term resistance, while Ether's charging back toward its four thousand,
eight hundred dollars record on a seventeen percent weekly surge
(01:02):
olts coins like XRP and Solana joined the party as
total crypto market cap tapped roughly four trillion dollars. Coin
Dust adds that ETF flows and CPI hedging are shaping
option skew and spot demand as desks braced for volatility
around the print, technical stayed constructive. Coin telegraph notes bowls
(01:22):
defended the one hundred seventeen thousand dollars one hundred and
twenty thousand dollars shelf on Bitcoin despite heavy selling near
the one hundred and twenty three thousand dollars two hundred
eighteen dollars all time high, keeping the door open for
a breakout if buyers absorb overhead supply. They also flagged
that Ether held above its four thousand, ninety four dollars
(01:43):
breakout level, with momentum traders re engaging. Even Arthur Hayes
flipped back long, rebuying two thousand, three hundred and seventy
three Ethy around four thousand, one hundred and fifty dollars
after trimming near three thousand, five hundred and seven dollars,
signaling renewed convictions on the move under the surface rotation
returned Ether's leadership coincides with sticky ETF inflows and narrative
(02:08):
fuel from the post dank and L two boom and
the coming Petra improvement cycle later in twenty twenty five.
Finance research style roundups this week highlighted wide ethy targets
into year end glass do owed founders and analysts like
Dennis lou sketch scenarios that stretch from seven thousand, five
hundred dollars to fourteen thousand dollars depending on macro and
(02:28):
ETF traction, while more conservative shops capped twenty twenty five
around four thousand dollars six thousand dollars if L two
siphons base layer activity across retail channels, CHANGLELESE aggregated outlook
pegs et and A four dollars point two K five
dollars point zero K august range, a middle path between
(02:49):
euphoric and cautious takes all themes kept humming. Coindesk's market
rap counted broadcap strength with Solana back in the green,
as on chain activity and NFT Game five rails revived,
and chainlink sentiment vuoid by crosschain and fintech integrations discussed
across cryptomedia, listicles like crypto Economies top seven for August
(03:11):
leaned into eth sol link, avax Matic and ionj on
real world asset tokenization subnets and oracle Info Momentum Classic
late cycle infrastructure bid when liquidity expands. Key watch items
for the next few sessions CPI, Surprise and fedpath A
cool print titaned September cut odds and extends beta. A
(03:34):
hot print revives buyer for longer headwinds. That binary likely
governs whether BTC can clear one hundred and twenty three
thousand K cleanly and whether EH retests four dollars in
eight K with the forty DL news Coindesk ETF flow
through sustain net inflows after the data would validate the
(03:54):
breakout coin Telegraph flag last week's ramp in BTC ETF
subscriptions as to tell for dip buying strength, rotation bread
if each leadership persists without draining BTC, the alts lift
BTC dynamic that Coindesk spotlighted could extend, favoring high liquiity,
l ones, slash twos and core INFA. That's the wrap
(04:16):
from crypto Willie. Thanks for tuning in and come back
next week for more market Intel and on chain nuance.
This has been a quiet please production for me check
out quite please dot ai
Hey friends, crypto Willie hear big week in crypto as
macro meets momentum. With July CPI landing Tuesday, traders are
positioning for a potential risk one unlock if inflation cools
toward the two point eight percent year over year consensus.
Alice Lew at coin market Cap told d L News
the print could lock in expectations for a September FED
(00:21):
rate cut, a set up that's historically tail wendy for
Bitcoin and high beata alts. According to d L News,
Bitcoin reclaimed the one hundred eighteen thousand K one hundred
twenty two thousand K zone into the release, while Ether
ripped more than twenty percent week after week, stoking talk
of fresh all time highs if CPI cooperates and the
(00:41):
Fed pivots more clearly toward easing. On the tape coin
desk reports, Bitcoin is holding above one hundred nineteen thousand
dollars after a two point two percent daily rise, with
traders eyeing one hundred thirty five thousand dollars as near
term resistance, while Ether's charging back toward its four thousand,
eight hundred dollars record on a seventeen percent weekly surge
(01:02):
olts coins like XRP and Solana joined the party as
total crypto market cap tapped roughly four trillion dollars. Coin
Dust adds that ETF flows and CPI hedging are shaping
option skew and spot demand as desks braced for volatility
around the print, technical stayed constructive. Coin telegraph notes bowls
(01:22):
defended the one hundred seventeen thousand dollars one hundred and
twenty thousand dollars shelf on Bitcoin despite heavy selling near
the one hundred and twenty three thousand dollars two hundred
eighteen dollars all time high, keeping the door open for
a breakout if buyers absorb overhead supply. They also flagged
that Ether held above its four thousand, ninety four dollars
(01:43):
breakout level, with momentum traders re engaging. Even Arthur Hayes
flipped back long, rebuying two thousand, three hundred and seventy
three Ethy around four thousand, one hundred and fifty dollars
after trimming near three thousand, five hundred and seven dollars,
signaling renewed convictions on the move under the surface rotation
returned Ether's leadership coincides with sticky ETF inflows and narrative
(02:08):
fuel from the post dank and L two boom and
the coming Petra improvement cycle later in twenty twenty five.
Finance research style roundups this week highlighted wide ethy targets
into year end glass do owed founders and analysts like
Dennis lou sketch scenarios that stretch from seven thousand, five
hundred dollars to fourteen thousand dollars depending on macro and
(02:28):
ETF traction, while more conservative shops capped twenty twenty five
around four thousand dollars six thousand dollars if L two
siphons base layer activity across retail channels, CHANGLELESE aggregated outlook
pegs et and A four dollars point two K five
dollars point zero K august range, a middle path between
(02:49):
euphoric and cautious takes all themes kept humming. Coindesk's market
rap counted broadcap strength with Solana back in the green,
as on chain activity and NFT Game five rails revived,
and chainlink sentiment vuoid by crosschain and fintech integrations discussed
across cryptomedia, listicles like crypto Economies top seven for August
(03:11):
leaned into eth sol link, avax Matic and ionj on
real world asset tokenization subnets and oracle Info Momentum Classic
late cycle infrastructure bid when liquidity expands. Key watch items
for the next few sessions CPI, Surprise and fedpath A
cool print titaned September cut odds and extends beta. A
(03:34):
hot print revives buyer for longer headwinds. That binary likely
governs whether BTC can clear one hundred and twenty three
thousand K cleanly and whether EH retests four dollars in
eight K with the forty DL news Coindesk ETF flow
through sustain net inflows after the data would validate the
(03:54):
breakout coin Telegraph flag last week's ramp in BTC ETF
subscriptions as to tell for dip buying strength, rotation bread
if each leadership persists without draining BTC, the alts lift
BTC dynamic that Coindesk spotlighted could extend, favoring high liquiity,
l ones, slash twos and core INFA. That's the wrap
(04:16):
from crypto Willie. Thanks for tuning in and come back
next week for more market Intel and on chain nuance.
This has been a quiet please production for me check
out quite please dot ai
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