Summer Mode: ATHs, Alt Pumps & a Quick Update
Bitcoin hit a new ATH, alts are waking up, and we’ve got a summer update to share. Good vibes only - see what’s changing!
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Hey There, Hodlers!
Not much new this week... oh, except a brand new Bitcoin all-time high.
No big deal.
We’ve only been calling this for weeks, maybe months… but who’s counting?
Sentiment has clearly flipped.
The macro chaos is still lingering in the background, but for now, the vibes are good.
Even Bitcoin dominance took a breather, giving us a sneak peek at altseason, with some of our picks posting tasty double-digit gains.
Finally.
The steady flow of bullish news (ETF inflows, TradFi jumping in, treasury companies hoarding BTC, and legislation progress), has been keeping prices buoyant. But the real face-melter comes when we get that magical cocktail of interest rate cuts and fresh liquidity.
That’s when things go parabolic.
In the meantime, we’re making a little format shift…
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We just celebrated our 1-year Hodl Report anniversary (🥳), and we’ve decided it’s time to embrace European summer mode with reduced office hours. Aka… touch more grass, stare at charts slightly less.
That means slightly shorter newsletters for the next few weeks with less commentary.
Here’s what you need to know to tide you over:
📈 Our Current Thesis
Bitcoin ATHs are back, and this is just the beginning.
The market has mostly priced in wars, tariffs, and Powell’s stubbornness.
Altseason preview is underway, select alts will continue to pump.
Liquidity + rate cuts = real bull market.
Real fireworks starting by late August, early September.
The full-blown altcoin mania and possible crypto top still looks like a Q1 2026 story.
Winter comes when one of these over-leveraged treasury companies trips and sets off a domino. Not yet.
TLDR: We’re in the early innings of a slow climb up. Enjoy it. Stack smart. And don’t get shaken out.
We’ll keep the Friday recaps coming (toned down).
After this Tuesday, our trading updates will take a pause (you already know our picks, strategies and watchlist), and Pro members get an extra 2 months to make up for the slower tempo.
And if something wild happens or if we see a trade we can’t resist, we’ll be in your inbox faster than Saylor can say “you’ll get the price you deserve.”
In the meantime, let’s see what the KOLs are saying:
Our favorite trend - Bitcoin vs. M2 liquidity - is back on track after a quick detour. If it keeps holding, the next leg up is going to get spicy.
Even Trump’s out here shouting “we’re so back” like a full-blown crypto degen, and the FED? They’re finally starting to warm up to rate cuts… slowly but surely.
Now go enjoy the green candles and the summer sun.
You earned it. 😎
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Hodl Headlines
The Week’s Most Interesting News
Trump Threatens 50% Tariff on Brazil, Warnings Sent: Donald Trump has threatened a 50% tariff on Brazilian goods, escalating his trade war rhetoric. This marks the 22nd formal warning letter in his growing economic pressure campaign.
Pump.fun Schedules Token Sale for July 12 on Bybit: Solana-based memecoin platform Pump.fun will launch its token sale on July 12 via Bybit. The event could attract significant attention following the platform’s explosive user growth.
Jack Dorsey Building Bluetooth Messaging App Called BitChat: Jack Dorsey is working on BitChat, a decentralized Bluetooth messaging app with privacy at its core. The project aims to bypass cellular networks and promote free, offline communication.
CoreWeave Acquires Core Scientific for $9B: AI infrastructure firm CoreWeave has acquired Bitcoin mining company Core Scientific for $9 billion, merging AI and mining capacity. The deal is one of the largest in crypto infrastructure history.
Crypto Bills Gain Momentum in U.S. Congress: Multiple bipartisan crypto bills are advancing through Congress, aiming to define regulatory guardrails for stablecoins, exchanges, and DeFi. Lawmakers signal increasing urgency to bring clarity to digital assets.
Ripple Applies for U.S. Banking License, Following Circle: Ripple has formally applied for a U.S. banking license, joining Circle in a push to integrate deeper with the traditional financial system. The move could expand Ripple’s regulatory footprint and institutional reach.
Volkswagen’s Partners With Hivemapper for Data: Volkswagen’s autonomous division ADMT is using Hivemapper’s Solana-based Bee Maps for real-time driverless car data. The partnership highlights the growing overlap between crypto and smart mobility.
Big thanks for making it to the end of this week’s Hodl Report! 👊
If you enjoyed the ride, had a good laugh or learned a thing or two, feel free to share the love! Just copy/paste this link over to anyone:
The more, the merrier - because who doesn’t love a bigger party? 🥳
Happy Friday!
Disclaimer: The content from Hodl Report should not be taken as trading, investment or financial advice or solicitation to buy or sell any assets. This newsletter is for informational and educational purposes only. Please be careful out there and DYOR (do your own research)