Bitcoin ALL TIME HIGHS And We're Still Early: Here's Why!

With new all-time highs coming thick and fast, it seems as though the buying pressure from companies stacking BTC is finally being felt. But of course, this being crypto, many are openly wondering whether all this corporate accumulation isn’t in fact going to be the undoing of us. Doesn’t this all seem a bit too good to be true?

It’s a fair question and we’re perhaps right to be sceptical. Anyone who’s been in crypto for more than a few years will be hardwired to expect this latest trend to turn sour. We’ve been hurt before, after all.

An issue such as this calls for consideration from some of the finest minds in the industry and Lyn Alden just so happens to be such a thinker. In a recent article, she dived deep into Bitcoin’s new corporate era and examined both sides of Bitcoin’s new-found popularity on Wall Street.

In today’s video, we summarise Alden’s thought-provoking piece and break down her key arguments. We also look at where she thinks Bitcoin is as an asset class at this stage of its existence and consider how much further it has to go. We’re still early, after all.

You can watch that video here.

📈 Crypto Market Forecast 📈

The crypto market is pumping, and it’s not even crypto week yet! To refresh your memory, politicians in the House of Representatives recently declared that the week of July 14th would be ‘Crypto Week’. Newsflash, that’s this week. What does crypto week entail, you ask? In short, it involves reviewing three aspects of crypto policy: taxes, market structure, and stablecoins.

The most important of these are arguably the stablecoin regulations, specifically the GENIUS Act, which recently passed the Senate and is expected to be voted on by the House early this week. It looks like it’s extremely likely to pass, as the House has reportedly abandoned its version of stablecoin regulations (the STABLE Act) in favor of the GENIUS Act, making the latter’s passage more likely.

In case you haven’t been keeping up with the headlines, multiple TradFi firms, including megabanks and payment processors, have been planning the launch or expansion of their stablecoin programs. The most important of these is arguably PayPal, which is the world’s largest payment processor by some metrics. Earlier this year it was reported that it aims to drive the adoption of its PYUSD stablecoin. The GENIUS Act will open the floodgates.

Logically, the GENIUS Act is likely to be extremely bullish for the smart contract cryptos that host most of the stablecoins in circulation, as they are likely to be perceived as the ‘future financial rails’ by investors. If the price action of Circle stock is anything to go by, these cryptos could go parabolic after the GENIUS Act is passed. Here’s the list if you don’t already have it.

Speaking of stablecoins, you may have heard the news that Ant Group (an affiliate of Chinese commerce giant Alibaba) has signed a partnership with Circle to use USDC. What you may not have heard is that regulators in China are reportedly considering adjusting digital asset regulations. This could foreshadow limited crypto legalization in China, which would be bullish.

On that note, it looks like the uncertainty around Trump’s tariffs is finally starting to subside, evidenced by the fact that both the stock market and the crypto market rallied after Trump started handing out letters with the final tariff rates last week. Even though some of these negotiations are likely to continue, it looks like there could finally be clarity by the end of July.

This is more significant than you think, because one of the main reasons why the Fed has refused to cut rates is because of the uncertainty around tariffs. So, if there’s enough certainty around tariffs by the Fed’s next meeting on July 30th, it’s possible it could come out as more dovish than investors currently expect, especially if this week’s CPI print comes in lower again.

Another factor that’s been keeping investors cautious and the Fed on pause has been the ongoing conflicts in the Middle East and Eastern Europe. To bring you up to speed, a Gaza ceasefire is being negotiated as you read this, and these talks are reportedly going well. A Gaza ceasefire would take some uncertainty off the table, particularly around further Iran-Israel escalation.  

👊 Memecoin Launchpad Wars 👊

There’s been a lot of chatter recently about the potential death of the memecoin trenches. Sentiment on crypto Twitter (CT) for memecoins has been especially low. It’s easy to see why anyone chronically on CT might think so – negative emotions spread faster than others on that platform.

However, the reality is a tad different. As BTC hit new all-time highs last week, memecoins still had a large presence on the top gainers list (in terms of number of coins). Similarly, memecoins launchpads like Pump.fun, letsbonk.fun and Moonshot have all been busy shipping new features and updates in recent weeks. Not to mention, the potential launch of memecoin ETFs in the US. Also, data from coinmarketcap shows that the total market cap of memecoins is currently seeing an almost 2x rally from the YTD local lows seen in April 2025.

In other words, the trenches are hot again. Chief among these developments happens to be Pump.fun’s ICO of its $PUMP token. While Pump.fun founder Alon denied any intentions to launch a token just a few months back, the platform formally confirmed its token launch plans earlier this month and informally announced them back in June. Specifically, 33% of the $PUMP token supply was sold as an ICO at a valuation of $4 billion. Of which, 18% had been allocated via a private sale and 15% had been made available to the public on July 12.

While trading of the token is yet to go live at the time of writing, the odds of ICO participants being up on their initial investments are quite high. To understand why, we recommend you watch the video we made on the topic. To briefly summarise some of the positive factors that we highlighted in that video – Pump.fun’s progressive shift to a more SocialFi integrated memecoin launchpad will likely help it continue generating high revenues well into the future. Notably, there’s been some previous discussion about a portion of this revenue being potentially used to buy back $PUMP tokens on the open market. Though it remains unclear what percentage of the protocol revenue will be directed towards this initiative, and whether this would include revenues generated from PumpSwap. Regardless, it is true that a similar utility structure in other high-revenue crypto platforms has yielded well for the price of the native token. The most notable example has been perps DEX Hyperliquid and its HYPE coin.

In fact, the same buy back strategy has been incredibly fruitful for one of pump.fun’s competitors. Specifically, letsBonk.fun - a memecoin launchpad by the BONK meme community that launched in April, has been using 58% of its platform revenue to buy and burn the BONK token. As platform adoption picks up, so do the positive price effects on the BONK token. Since the launch of letsbonk.fun, the price of BONK has almost doubled. Just last week, letsbonk.fun overtook Pump.fun to become the leading launchpad on Solana, capturing 55% of the total market share.

With the $PUMP TGE now in motion, the next few weeks will be crucial in determining whether Bonk will continue retaining its newly-acquired leader position. In our opinion, Pump.fun’s new focus on Socialfi gives it a slight edge when it comes to capturing speculative capital. That said, in the short term, the real factor to watch is the percentage of revenue dedicated to buybacks. If it’s higher than the 58% set up by letsbonk.fun, we could see speculative capital flow to $PUMP.

In the long term, it largely depends on utility. With a war chest of over $1B raised in the ICO, Pump.fun could just build a more expansive suite of tools for memecoin traders by acquiring existing solutions already used by trader – whether this be token tracking and analytics platforms like DEXscreener, or TG trading bots like BullX.

Still, BONK bulls like X user Unipcs (aka Bonk Guy) remain confident in letsbonk.fun’s continued relevance. Unipcs states that most of pump.fun’s previous volume was likely driven by bots and airdrop farmers attempting to build user history in hopes of securing an airdrop from the platform while it was a tokenless project. Unipcs states that the $PUMP TGE only helps to reveal the platform’s real demand and userbase. Given BONK’s place in the Solana memecoin culture, Unipcs believes most of the Bonk launchpad’s growth has been organic and community-driven.

That said, these aren’t the only memecoin launchpads worth paying attention to. In the western world, Moonshot has been dominating mindshare – having been the platform of choice for the TRUMP memecoin launch. Not to mention, Solana DEX giant Jupiter owns a majority stake in the platform. With the recent launch of Moonshot Create, users can now use Apple pay to launch their memecoins in seconds.

Competition aside, the common factor between Moonshot and Pump.fun has been their focus on creating a mobile-first user experience. We suspect other memecoin launchpads will likely adopt a similar approach in the near future. After all, the exaggerated volatility of the memecoin trenches makes accessibility more important than ever before. Most mobile-based crypto wallets just don’t offer an optimal experience for memecoin trading. A dedicated approach on this front will yield dividends to the memecoin launchpads platforms offering them.

In summary, the memecoin trenches are going to be bigger than ever before. After all, when competition heats ups, user experience and quality of life improve, helping bring in more users.

🔥 Hot Deal Of The Week 🔥

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🔮 Video Pipeline 🔮

* Bretton Woods: The rise and fall of the modern fiat system!
* Globalization: Larry Fink’s ideas on the second round of globalization & what it means!
* EU Savings: The EU’s savings and investment union & how private savings intend to be used?
* Financial Repression: How governments are quietly using it?

🏆 What's New at CoinBureau.com This Week? 🏆

* The Basics of Bitcoin Staking: How to Stake and Earn Rewards
* Crypto Exchange & Crypto Wallet Compared: Understanding the Key Differences
* Cryptocurrency Or Stocks: Which Investment is Right for You?
* Binance Sharia Earn Explained: Halal Crypto Staking for Ethical Investors
* How Safe Is Solflare Wallet? Understanding the Security Features of Solflare
* Trezor Not for You? Check Out These Top Hardware Wallet Alternatives

📖 Quote of the Week 📖

Congratulations on the new Bitcoin all-time high. One part of the prophecy has been realised. The next one is altcoin season!

“Patience is not passive; on the contrary, it is concentrated strength...” - Bruce Lee

Team Coin Bureau

Disclosure: Authors may own cryptoassets named in this newsletter. These are unqualified opinions, and a Coin Bureau newsletter, is meant for informational purposes only. It is not meant to serve as investment advice. Please consult with your investment, tax, or legal advisor.