🌟 Kicking Off The Week
I’ve wanted to start this newsletter for years. Back then, crypto was too early. Most people weren’t ready to listen.
Now the industry is in the spotlight. More people want to learn, invest, and take part. After years of learning from mentors, research, and my own wins and losses, I am ready to share what I know.
My goal is simple. Build a place where anyone can grow in crypto. Whether you want to work in the industry, invest for the long term, or just understand the tech, you will find value here.
You will get market analysis, strategies, and weekly narratives you can use right away. I want you to gain a real edge, not just follow hype or influencer noise.
If you are reading this, you are early. Follow me on X, reply with your thoughts, and join the conversation. Welcome to Cesar on Crypto Weekly.
🧭 Narrative of the Week
Crypto is going mainstream in the most traditional way possible, through banks, funds, and regulation.
The GENIUS Act is set to reshape stablecoins in the U.S., giving them a clear legal framework and opening the door for banks to issue their own. This means more trust, more on-ramps, and faster adoption.
At the same time, Bitcoin and Ethereum ETFs keep pulling in billions. Institutions now have regulated ways to hold crypto at scale. That is steady capital and credibility flowing in every week.
For traders and investors, this is more than news. It is the start of a shift where stablecoins and ETFs become the backbone of crypto’s next growth phase. Watch stablecoin volumes and ETF inflows, they will guide the market’s tone in the months ahead.
Market takeaway: Keep an eye on ETF inflow data and stablecoin supply changes. Rising numbers in both often signal fresh liquidity entering crypto markets.
📊 Macro Snapshot
BTC: ~$121,641 (+6% in 7d) — Market Cap: ~$2.42 T
ETH: ~$4,298 (+21% in 7d) — Market Cap: ~$520 B
Total Crypto Market Cap: ~$3.96T – $4.06T (+3.5% in 7d)
Quick note: Prices shown are current as of today, with the percentage change over the past 7 days.
Quick take: The index measures market emotions from extreme fear to extreme greed. At 70, sentiment leans optimistic, which can fuel short-term rallies but also increase the risk of pullbacks. Tracking it helps spot when markets may be overheated or undervalued.
📁 Portfolio Builder Tip
One of the biggest edges in crypto is knowing whether we are in a bull market or a bear market.
Bull markets bring strong momentum, rising prices, and high optimism. Bear markets bring slowdowns, falling prices, and negative sentiment. Your strategy should change depending on which cycle you are in.
In a bull market, you can be more aggressive with entries and ride trends longer. In a bear market, focus on protecting capital, waiting for better prices, and positioning for the next recovery.
Market cycles repeat. Knowing where we are today can help you avoid chasing tops or selling bottoms.
Question: Where do you think we are right now? In a bull market or a bear market? The answer can bring more awareness to how you invest and build your portfolio.
🛠️ Tool Spotlight
Two tools I use every day to stay on top of the market:
TradingView – My go-to for price charts, technical analysis, and alerts. It helps me track trends, spot key levels, and plan entries or exits with precision.
CoinMarketCap – The quickest way to check prices, market caps, and volume across the entire crypto market. Perfect for scanning what is moving and what is not.
Both are free, easy to use, and give you the market awareness you need every single day.
🧠 Mindset & Strategy Nugget
In crypto, patience is a skill.
Most big gains come from holding the right assets through the right market cycle, not from trading every small move. Acting on every price swing can lead to mistakes and missed opportunities.
Have a plan. Know your targets. Let time and conviction do the heavy lifting.
⛓️ On-Chain Events & Catalysts
Major Token Unlocks in August
SUI - Released ~$214M in unlocked tokens on August 1. Watch for possible short-term pressure followed by stabilization.
ENA - ~$59M unlocked on August 2. High locked ratio could mean volatility.
APT (Aptos) - ~$50M unlock expected August 12. Monitor for dip-and-rebound behavior.
ARB (Arbitrum) - Around $38M unlock scheduled for August 16. Historical reactions have been sharp; stay alert.
ZRO (LayerZero) - ~$44M unlock on August 20. Thin liquidity may amplify price swings.
Why This Matters: Token unlocks often trigger market moves either dumps or rebounds depending on investor sentiment and liquidity depth.
🔙 In Case You Missed It
Trump Signs GENIUS Act - U.S. Stablecoin Regulation Moves Forward
The newly passed GENIUS Act establishes the first federal framework for payment stablecoins. It sets 1:1 reserve requirements, mandates monthly disclosures, and protects users in case of issuer.Crypto Enters 401(k)s - Retirement Funds Open to Digital Assets
An executive order now allows retirement plans to include cryptocurrencies and other alternative assets. This opens access to a $43 trillion market and signals growing institutional acceptance of digital.Central Banks Push Back - Stablecoins Raise Financial Stability Concerns
Regulators like the ECB, Bank of England, and BIS have warned that rapidly growing stablecoins could threaten monetary sovereignty. Their rise is prompting central banks to act, especially amid U.S. regulatory moves like the GENIUS.
If you’ve made it this far, thank you for being part of the very first edition of Cesar on Crypto Weekly.
I’ll be here every Monday with insights you can use to navigate the market and grow your knowledge.
Reply to this email or reach me on X with your feedback or questions — I’d love to hear from you.
See you next week.