Market Analysis 27 July 2025 - 1 August 2025

Bitcoin Slumps on Tariff Shock, SEC’s “Project Crypto” Spurs Bold Shift – Crypto Roundup (July 31–Aug 1, 2025)

Bitcoin Slumps on Tariff Shock, SEC’s “Project Crypto” Spurs Bold Shift – Crypto Roundup (July 31–Aug 1, 2025)

Bitcoin fell below $116,000 on August 1, dropping 6.6% as $629 million in leveraged positions were liquidated during a broad crypto sell-off. New U.S. tariffs of 15–20% on countries without trade deals took effect the same day, fueling inflation concerns. Ethereum briefly dipped under $3,600, with $115.8 million in long positions liquidated. Hong Kong’s Stablecoin Ordinance also took effect August 1.
August 1, 2025
Bitcoin Whale Dumps $9B, PayPal Opens Crypto Floodgates – Crypto’s Wild 48 Hours (July 28–29, 2025)

Bitcoin Whale Dumps $9B, PayPal Opens Crypto Floodgates – Crypto’s Wild 48 Hours (July 28–29, 2025)

Over 80,000 BTC worth $9 billion, dormant since 2011, were sold OTC last week via Galaxy Digital with minimal market impact. Marathon Digital closed a $950 million convertible bond to buy more Bitcoin, while PayPal launched "Pay with Crypto" for U.S. merchants. Tron debuted on Nasdaq through a reverse merger and rebranded as “TRON,” with shares jumping 23% after filing.
July 29, 2025
Bitcoin Near $120K, Altcoins Soar as New Crypto Law Sparks Market Frenzy – July 27–28, 2025 Crypto Roundup

Bitcoin Near $120K, Altcoins Soar as New Crypto Law Sparks Market Frenzy – July 27–28, 2025 Crypto Roundup

President Donald Trump signed the GENIUS Act, the first major U.S. federal crypto law, mandating 1:1 dollar or Treasury backing for stablecoins and banning interest on regulated stablecoins. Congress also advanced a Clarity Act to define SEC and CFTC oversight. Bitcoin’s realized market cap topped $1 trillion as prices hovered near $120,000. Hong Kong and Nigeria enacted new stablecoin rules, while the EU’s MiCA framework advanced.
July 28, 2025
Crypto Whales, ETF Hype and Hacks – Late July 2025 News Roundup

Crypto Whales, ETF Hype and Hacks – Late July 2025 News Roundup

Galaxy Digital moved 80,000 BTC ($9 billion) in an estate sale July 26–27, briefly pushing Bitcoin below $115,000 before it rebounded. US spot ETH ETFs saw $4.6 billion in inflows over two weeks, with BlackRock’s fund reaching $10 billion AUM. XRP spiked to $3.60 after Ripple’s partial SEC win, then dropped 14% after a 50 million XRP transfer to exchanges. WOO X lost $14 million in a hack, pausing withdrawals.
July 27, 2025
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Stock Market Today

  • IperionX Triples U.S. Titanium Press Capacity, Impacting Investment Case
    May 23, 2026, 7:27 AM EDT. IperionX Limited has commissioned a 300-ton SACMI powder metallurgy press at its South Boston, Virginia campus, tripling its U.S. titanium manufacturing capacity. This expansion supports integration with advanced sintering and forging technologies under a U.S. government-backed program aimed at reshoring critical titanium supply chains for defense and aerospace sectors. While the upgrade moves IperionX closer to initial production and potential increased orders from the Department of Defense and industrial customers, the company continues to report zero revenue, rising losses, and a short cash runway. Market valuations vary widely amid execution and funding risks, making investor perspectives on growth prospects divergent. The stock's recent price decline may present value opportunities but requires careful risk assessment given its current financial position.