- Crypto Is Easy
- Posts
- Weekly Rundown - July 13, 2025
Weekly Rundown - July 13, 2025


Editor’s Note
Look for a report on my top 10 favorite altcoins of the Top 100, coming soon for premium subscribers.
🗓️ What you missed this week
Market Update Get the market update from July 11, 2025 for a breakdown of late-cycle warning signs and the latest on institutional momentum. | Questions and Answers Last week, I answered some questions from readers. Hear or read my thoughts on performance metrics, crypto macro, and other topics in my QA. |
🚀 Chart of the Week

Did you miss the content mentioned above? Upgrade to the premium plan now so you get those and:
👀 Direct contact with me.
📈 Video and written market analyses so you can make better investment choices.
🧐 Exclusive altcoin reports and special content to stay ahead of the competition.
Investment picks returning 200%+
AIR Insiders get weekly expert investment picks and exclusive offers and perks from leading private market investing tools and platforms. So if you’re looking to invest in private markets like real estate, private credit, pre-IPO venture or crypto, the time to join FOR FREE is now.
Bottom line: Publicly listed firms bought a lot of Bitcoin from April to June.
My take: Story checks out. Aunt Sally and Uncle Morton bought their allocations in 2024 and the beginning of 2025. Now it’s time for businesses to play catch-up. Almost 40% of the inflows came from Strategy฿, one more reason Bitcoin's Bull Market Runs Until Paolo and Saylor Say So.
Why you should care: When your investment thesis depends on legacy entities buying, you’d better hope legacy entities keep buying. All eyes on the Q3 reports.
China’s crypto ban was never a real ban because everybody who wanted crypto bought it anyway, either through private contacts, hidden apps, or brokers in Hong Kong.
Still, early reports suggest the authorities have thawed to the idea of getting into crypto, particularly yuan-backed stablecoins as an alternative to USD-backed tokens like USDT.
When state-backed giants start pushing for stablecoins, you know something’s brewing behind the scenes. A China-approved trading token would be a big deal—not just for China, but also for global liquidity and capital flow dynamics. Ant Group, an affiliate of commerce giant Alibaba, penned a deal to bring USDC into the fold. Perhaps mainland leaders want to stay ahead of the curve?
I'll be interested to see how things go should China enter in force.
Will this create a new flow of capital through yuan-backed rails, independent of U.S. dollar? Can Chinese brokerages and tech giants control on-ramps, off-ramps, and stablecoin ecosystems? When viewed in concert with efforts of other Asian countries, will crypto analysts need to shift their focus from the west to the east?
Last week, I shared the post We're Fighting Over Scraps Now': How Memecoins and VC Money Killed the Crypto Dream That Made Early Investors Rich lamenting crypto’s shift from serious innovation to memecoins and VC-driven money grabs. I didn’t get any comments or emails about it.
I’ve seen the shift from revolutionaries building self-sustaining financial networks to moneymen and speculators chasing institutional and retail capital.
Crypto can support an ocean of capital.
Should we continue this path, that capital will flow to the people closest to the new money—e.g., legacy funds, founders with exit plans, platforms capturing fees, and crypto-specific entities that can profit from zeal and hype.
Less of a revolution, more of a revenue model.
What does that mean for us?
We end up playing for the 50%-100% rallies while the insiders and early buyers cash out with massive gains.

Let’s connect!
You can schedule a call with me. Use Calendly to book your time.
Relax and enjoy the ride!
— Mark
Reply