regulation, Bitcoin ATH, and token unlock

Crypto Week 2025 in Washington: what really happened

On Monday we anticipated that the week of July 14-20, 2025, would be crucial for the future of cryptocurrencies. Today, with the dust settled, we analyze all the key facts: the laws passed, the Bitcoin rally, the investors’ response, and the new risks from token unlock.

The three laws that change everything:

• GENIUS Act:
  Approved with a large majority, it requires 1:1 reserves for stablecoins, periodic audits, and total transparency for issuers. It is now awaiting the presidential signature, but the main players (Circle, Tether) are already adapting.
• CLARITY Act:
  Clearly defines what is a commodity and what is a security among digital tokens. Immediate reactions from the exchanges, which have already revised their policies.
• Anti-CBDC Surveillance State Act:
  Blocks the issuance of a Federal Reserve digital currency, addressing users’ privacy needs.

These regulations, for the first time in USA history, provide clear and shared rules for the entire ecosystem. A very strong signal also at a global level.

Bitcoin and Ethereum: the data of the post-leggi rally

• Bitcoin:
  It reached 123,153 dollars, a new all-time high, with the market capitalization above 2.4 trillion dollars. The bull run was driven by regulatory optimism and purchases of funds and ETFs.
• Ethereum:
  Officially recognized as a commodity by the CLARITY Act, it has surpassed 3,500 dollars. ETFs on ETH have recorded record inflows in the United States.
• Sentiment:
  The sector experienced a week of euphoria, with on-chain data and volumes increasing across all major platforms.

Summary table of the main effects of the Crypto Week 2025:

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Inflation USA: the surprise that strengthens the bull run of crypto

On Wednesday, the American inflation data (CPI) was lower than expected (2.8% against 3%). The climate became even more favorable for all risky assets, including Bitcoin and the main altcoins. Investors interpreted this data as a positive signal: lower inflation means more room for price growth and for maintaining accommodative monetary policies.

International domino effect: EU and Asia accelerate on regulation

The announcement of the new USA regulations has triggered a chain reaction globally:

• The European Commission has stated its intention to accelerate the path of regulation for stablecoins, to remain competitive with the United States.
• Singapore, Hong Kong, and Japan are already considering the adoption of frameworks more favorable to innovation and transparency.

Questo effetto domino è un segnale chiaro: la leadership normativa degli Stati Uniti sta costringendo il resto del mondo a muoversi più velocemente verso una regolamentazione aperta e uniforme.

Opportunities, risks, and future scenarios

Opportunities:

• Large companies (e.g., Walmart, Amazon) are considering the integration of regulated stablecoins as a means of payment.
• Pension funds and institutional investors increase their exposure to Bitcoin and Ethereum, betting on a now predictable legal framework.
• DeFi startup can design and innovate without the fear of uncertain regulations.

Risks:

• Possible turbulence from further token unlocks coming and from the first months of implementation of the new rules.
• Any appeals or interpretative divergences between supervisory authorities (SEC vs CFTC).
• Residual volatility linked to profit-taking after the strong rally.

Scenarios:

• If the sentiment remains positive, Bitcoin can aim for 125-135 thousand dollars by the end of summer, with Ethereum potentially surpassing 4,000 dollars.
• A slowdown in the implementation of laws or new waves of unlock could lead the market into a sideways phase (range 115-125 thousand for BTC).
• In case of macro shock or strong profit-taking, retracements of even 5-10% would be physiological but would not affect the underlying trend.

Frequently Asked Questions (FAQ)

What changes now for those who invest in crypto?
The new laws make the ecosystem safer and more predictable. The entry of large capital is set to increase, with lower risks of regulatory shocks.

Is it still worth investing after this week?
The trend remains bullish, but in the short term, physiological corrections are possible. The ideal strategy remains to diversify and monitor macro data.

Which tokens are more exposed to volatility risk?
Those that have just been unlocked (ARB, SEI, TRUMP), but the risk is much more contained compared to the past thanks to institutional liquidity.

What will be the next key moves to monitor?
The presidential signature on the new laws, the practical implementation by SEC and CFTC, the reactions of the global markets, and the upcoming US macro data.

In summary: Crypto Week 2025 marks a new era

The week of July 14-20, 2025, marked a turning point: clear rules, a more mature market, new highs for Bitcoin and Ethereum, managed volatility, and a global competition on regulation that promises to accelerate adoption.
The foundations for a new phase of bull market have been laid: the crypto sector enters the heart of its maturation, ready to embrace the challenge of integration with the global financial system.