Portofino Mint - 28 July 2025

🚀 𝗪𝗲𝗹𝗰𝗼𝗺𝗲 𝘁𝗼 𝘁𝗵𝗲 𝗣𝗼𝗿𝘁𝗼𝗳𝗶𝗻𝗼 𝗠𝗶𝗻𝘁!

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🗞️ 𝗪𝗲𝗲𝗸 𝗶𝗻 𝗥𝗲𝘃𝗶𝗲𝘄: Rotation Resumes as BTC Holds $118K

‍Bitcoin held firm around $118,500 this week, pausing after a sharp rally that took it to new highs. As ETF inflows cooled, capital rotated across altcoins, DeFi protocols, and tokenized asset narratives. While BTC remained calm, underlying momentum was building elsewhere—DeFi TVL rose, memecoins saw renewed inflows, and institutions doubled down on tokenization strategies.

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📊 𝗔𝘁 𝗮 𝗚𝗹𝗮𝗻𝗰𝗲 (𝟳-𝗗𝗮𝘆 𝗖𝗵𝗮𝗻𝗴𝗲: 21–28 𝗝𝘂𝗹 𝟮𝟬𝟮𝟱)  

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🚀 Avalanche (AVAX) Surges 42% month-to-date
AVAX soared to nearly $25 as DeFi TVL doubled to $2.9B, driven by protocols like Aave and Benqi, and FIFA's NFT migration. A breakout above $27 could open a path to $30–$36.

🧠 TRON Expands with Cross-Chain $TRUMP Token
TRON launched the $TRUMP token as a LayerZero OFT, allowing seamless multichain transfers via Stargate. With over 321M users and $20B in daily volume, TRON continues to scale toward mass adoption. TRX holds above $0.31, supported by its dominance in stablecoins ($81.7B), fee revenue ($364M/month), and daily active users (>2.4M). Analysts eye a price target of $2 for the coming cycle.

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🏛️ Institutions Double Down on Tokenization & Bitcoin

🏦 Goldman Sachs & BNY Mellon Tokenize $7.1T in Treasury Funds
Two of the largest TradFi players launched tokenized Treasury market funds, enabling 24/7 liquidity, instant settlement, and on-chain transparency. They join BlackRock and Fidelity in reshaping capital markets through blockchain rails.

📈 21Shares Proposes ONDO ETF
A newly filed ETF aims to hold ONDO, a token linked to real-world asset protocols such as tokenized Treasury bills. Coinbase Custody would serve as custodian—signaling a potential leap in regulated access to RWA exposure.

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🧭 Breakout Watch:

• 𝗣𝗲𝗽𝗲 𝗖𝗼𝗶𝗻 (𝗣𝗘𝗣𝗘): +77% since June, with bullish RSI/MACD and whale accumulation. Golden cross signals further upside above $0.00001633.
• 𝗤𝘂𝗮𝗻𝘁 (𝗤𝗡𝗧): Broke key resistance at $124 with volume up 179%. Cup-and-handle formation targets $245, supported by thin exchange supply and Fusion testnet anticipation.
• 𝗥𝗶𝗽𝗽𝗹𝗲 (𝗫𝗥𝗣): Holds Bullish Pattern as BlackRock Eyes ETF. XRP sits at $3.28, forming a bullish cup-and-handle pattern pointing toward $5.20. BlackRock is expected to apply for a spot XRP ETF, which could unlock billions in institutional flows.

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⚙️ Other Notable Headlines

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⚖️ Token Unlocks & Risk Signals

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💡 Key Takeaway: Rotation & RWA Momentum

Bitcoin’s calm hides major activity elsewhere—DeFi inflows, tokenization breakthroughs, and altcoin rallies are reshaping the crypto narrative. Institutions are deploying capital, fundamentals are driving price action, and the ecosystem is expanding.

‍Q3 is shaping up to be volatile, but filled with opportunity.

This message is for informational purposes only and does not constitute investment advice. Illustration generated with ChatGPT.

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