OVERVIEW

Crypto Has Entered Its “Don’t Make Eye Contact” Phase 👀

Here’s What’s Happening 👇️

Today’s top trending tickers: $XRP ( ▲ 1.95% ) , $ETH ( ▲ 2.19% ) , $MELANIA ( ▼ 0.56% ) , $DOG ( ▼ 0.28% ) , and $BNB ( ▲ 0.59% )

STOCKTWITS
Take This Poll 👇️

So. The market is green. It feels good. But how do you feel about it?

TECHNICAL ANALYSIS
ETH Continues To Outperform BTC 😯

If you think altcoins, and Ethereum in particular, are doing poorly against Bitcoin, you’d be partially right. For the majority of altcoins, and I mean 96% of them, they’re sucking against Bitcoin.

But you’d be wrong if you thought Ethereum was doing poorly against Bitcoin. If you’re like me and you look at this market day after day, you sometimes forget to zoom out and take a look at the bigger picture.

Looking at this ETH/BTC daily chart going back to the beginning of September 2025 and thought: wow, BTC is kicking ETH’s ass. And you might think that only recently (June 6, 2026) things started to look better.

But zoom out further, and things look a little better.

The most recent major swing low for ETH/BTC was 0.01765 on April 22, 2025. It’s currently up +65.35% from that low, and +15.6% from the June 27, 2026 low. And if things keep going the way they are, it’s likely ETH will get some renewed pressure against BTC.

STOCKTWITS
Using Stocktwits’ Data 💻️

A Stocktwits stream gives you two very handy little tells above the chart: the Sentiment Score and Message Volume Score.

Sentiment measures the crowd’s lean. Are people broadly bullish or bearish? Message Volume measures participation. Are 10 people talking, or did the whole neighborhood find a keyboard? Neither is a trading signal by itself. Price still gets the final vote.

What I care about is the gap between the two.

After a hard decline, I want to see price stabilize, then Sentiment start recovering while Message Volume stays muted. That tells me the mood has improved, but the crowd has not yet turned it into a group project.

$SOL ( ▲ 2.54% ) and $ADA ( ▲ 2.54% ) fit that profile right now.

Both got hit earlier this month, then pushed their Sentiment Scores back near 65. Healthy enough. Their Message Volume Scores, though, remain down in the low 40s. Price is trying to repair. People aren’t exactly stampeding through the gate.

TL;DR - even though sentiment and price are ticking higher, it’s like no one has noticed the move yet. When they do? Could be fun.

STOCKTWITS
Stuff Stocktwits People Said 👇️

NEWS
BitMine Hit Buy, Just Not On Ethereum 🤔

$BMNR ( ▲ 5.99% ) now owns 5.78 million ETH, or 4.8% of the entire supply. The company is 96% of the way to its “Alchemy of 5%” target.

Then last week it added only 7,430 ETH.

Why slow down with the finish line right there? Well, BitMine hit buy on 5.5 million shares of its own stock instead, spending roughly $85.9 million at an average price of $15.6156.

The current pile:

• 5.78 million ETH worth roughly $10.9 billion

• 4.92 million ETH staked

• $247 million in projected annual staking revenue

• $385 million in cash and marketable securities

• 207 BTC

• $238 million spread across 2 “moonshot” investments

Total holdings: $11.5 billion.

BitMine says the buyback was accretive for shareholders. Maybe. It also means the world’s largest Ethereum treasury paused near its 5% finish line to purchase itself.

NEWS
MetaMask Hired The Guy On The Warning List 🤦

Consensys reportedly hired a suspected North Korean IT operative who contributed to core MetaMask wallet code for a month. He worked under the alias Tyler Knapp, used the GitHub handle imyugioh, and was removed in April. Well. That is not good.

According to Protos, security researcher Zun says the individual had been publicly flagged in September 2025 on the Security Alliance’s Lazarus Group tracking site. On that page, he appears as Mauro Liu, with a history tied to a parade of Web3 firms, including Ankr, Pickle Finance, Napier Finance, and MagicCraft.

Worse: his MetaMask work touched code used by third-party payment providers converting crypto and fiat. The company says he arrived via an outside service provider, was identified quickly, lost access, and an investigation found no stolen assets or data, no malicious code, and no user-safety impact.

Still, “we caught the suspected state-sponsored infiltrator after hiring him” is not a security victory lap. North Korean IT-worker schemes have been a known industry problem for years. And a public tracker reportedly had this name months before the job began.

Shoutout to Protos for spotting the obvious question: how did that not stop the hire?

STOCKTWITS
Stuff Stocktwits People Said 👇️

NEWS IN THREE SENTENCES
AI, Stablecoins, & Privacy News 🕵️

🔐 NEAR Packs An Umbrella For The Quantum Forecast

$NEAR ( ▲ 3.0% ) ’s 2.13 mainnet upgrade adds NIST-approved ML-DSA signatures, letting accounts rotate to keys designed to resist future quantum attacks. Dynamic resharding also lets overloaded shards split automatically in roughly 1.5 epochs, removing the validator wrangling previously needed to add capacity.

🦓 Someone Wants $18,000 To Bully Zebra Professionally

A developer is asking $ZEC ( ▼ 0.56% ) Community Grants for $18,000 and eight weeks to build a permanent attack-testing suite for Zebra’s mempool. The Rust harness would simulate malicious but valid transaction patterns, test ZIP 401 eviction rules, reproduce issue #10684, and run continuously in CI. It cannot stop counterfeiting or chain splits; the goal is preventing resource exhaustion, stalled transactions, and censorship.

🤖 The Bots Can Pay; Treasury Wants Adult Supervision

Agentic payment rails work, but institutional usage remains tiny: MPPScan shows $240,000 across 1.7 million transactions, while Keyrock counted $73 million across 176 million mostly sub-$0.30 payments. $USDC ( ▲ 0.0% ) reportedly settles 98.6% of agent-initiated transactions, though identity, delegation, limits, audits, and recourse still block serious corporate volume.

⚡ Algorand Applies For The Agent Economy’s Cash Register Job

$ALGO ( ▲ 0.69% ) says its 2.8-second deterministic finality, flat sub-cent fees, and capacity up to 10,000 TPS make it suited for agents buying tiny services repeatedly. Mainnet has supported x402 payments since February 2026 through GoPlausible, letting developers sell data, compute, actions, or verification as individually priced endpoints. Demand remains small and experimental, but the machinery works.

NEWS IN THREE SENTENCES
Real World Asset Tokenization (RWA) News 🪙

🗳️ Tokenized Stocks Discover Shareholders Have Opinions

Alpaca is adding Broadridge’s governance infrastructure to its Instant Tokenization Network so tokenized-equity holders can receive disclosures, reconcile voting rights, and cast proxy votes. The system covers retail and institutional investors across different chains and holding structures, helping digital shares retain the rights attached to old-fashioned ones.

NEWS IN THREE SENTENCES
Protocol News 🏦

🌉 Allbridge Gets Robbed With Its Own Favorite Tool

Allbridge paused operations after an attacker used a $1.12 million Kamino flash loan to manipulate its Solana USDC/USDT pool and extract roughly $1.65 million. The funds were bridged to Ethereum and converted into ETH, while affected liquidity providers were told to withdraw. This follows Allbridge’s $570,000 BNB Chain exploit in 2023.

🗄️ Filecoin Wants Block Rewards To Learn Sales

Draft proposal FIP-0118, called Solstice, would scrap $FIL ( ▲ 2.32% ) Plus and give every new storage sector equal reward treatment without datacap approvals. It would initially redirect 5% of block rewards to Service Orchestrators bringing paying customers, with that share rising only when quarterly Filecoin Pay volume clears preset targets; missed allocations get burned.

STOCKTWITS
Stuff Stocktwits People Said 👇️

OLD NEWS
Other Stuff That Happened Today, But A Long Ass Time Ago ⌛️

July 20

• 356 BC - Alexander the Great was born, probably July 20 or 21

• 70 - Roman forces stormed Jerusalem’s Fortress of Antonia

• 792 - Bulgaria beat Byzantium at Marcellae

• 1592 - Japanese forces captured Pyongyang during the Imjin War

• 1715 - Britain’s Riot Act received royal assent, letting authorities order crowds to disperse or face brutal penalties

• 1810 - Bogotá’s revolt kicked off Colombia’s independence process

• 1848 - The Seneca Falls Convention wrapped its second day, passing the women’s suffrage resolution

• 1871 - British Columbia joined Canadian Confederation

• 1881 - Sitting Bull surrendered to the U.S. Army

• 1917 - America’s World War I draft lottery began

• 1944 - Stauffenberg’s bomb failed to kill Hitler, and Operation Valkyrie collapsed

• 1951 - Jordan’s King Abdullah I was assassinated in Jerusalem

• 1969 - Apollo 11 landed on the Moon

• 1976 - Viking 1 landed on Mars

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Author Disclosure: The author of this newsletter holds positions in AVAX, ADA, PUDGY, WLD, NEAR, INJ, LTC, LINK, ZEC, XLM, and FET. 📋