Binance Research’s report Monthly market information – July 2025 Offers an in -depth overview of the most recent developments in the cryptography market. In this article, we explore the main trends, key data and future prospects, including Bitcoin and Altcoins, DEFI, NFT, Stablecoins and the evolution of the Dex – CEX relationship.
The capitalization of the cryptography market increases, but volatility remains high
In June 2025, the total market capitalization of the crypto increased + 2.62%Marking a modest recovery in a context of high volatility, triggered by geopolitical tensions in the Middle East. The concerns concerning regional instability and the potential impact on global energy supplies have pushed investors to a risk attitude, initially causing a sharp drop in bitcoin under the psychological threshold of $ 100,000.
Subsequently, the cooling of tensions and greater political clarity helped restore confidence. Bitcoin has shown resilience, bringing its dominance has 65%the highest level since 2021.
FNBs and institutional investments support the sector
An encouraging signal is the solidity of the entries to the punctual ETFs on CriptoValute. ETF on Bitcoin and Ethereum have seen net entries $ 4.49 billion And $ 1.16 billion Respectively, confirming the perception of crypto as a strategic asset for institutional portfolios.
Bitcoin: more sensitive than stocks to geopolitical tensions
The Nasdaq-100, despite a 1.3% drop at the top of the crisis, closed in June with an increase in + 5.5%. Bitcoin, on the other hand, lost 11% Between June 9 and 23, then closed the month with a slight bull (+ 1.3%).
The increased volatility of the BTC, fueled by retail speculation and derivatives, led to the largest liquidation event of 3 days of the year, with more $ 1.5 billion in long -liquidated positions.
This dynamic confirms the role of Bitcoin as a high beta The assets, more exposed to shocks compared to technological actions, but always supported by a robust long -term interest.
Main crypto performance in June 2025
Top Perform:
- THRESHING: + 24.7% – Recording volumes and institutional purchases.
- Bch: + 20.7% – Technical escape.
- BTC: + 3.9% – Resilient.
- Trx: + 3.6% – Speculations on the NASDAQ list.
The worst performers:
- DOGE: -12.7% – maximum sale by a whale.
- ADA: -16.5% – regulatory and technical delays.
- GROUND: -2.2% – Network congestion.
DEFI: growth slowed down by tensions, but Ethereum is gaining ground
In June, the Total locked value (TVL) DEFI decreased by -2.19%While Ethereum has increased its market share. Tron, on the other hand, experienced a collapse in dex volumes (-62%) and one more exit $ 2 billion.
The tip has shown resilience (+ 2.57%), benefiting from the recent approval of the Genius by the American Senate.
NFT: consolidation and new leadership in the game
The NFT market has recorded an increase in volumes of + 7.22%Thanks to a rebound at the end of the month. However, sales in Ethereum have dropped -49.9%exceeded by immutable (+ 215%) due to the success of the game Guild of guards. The polygon remains in third place.
The adoption of the NFT in games highlights an evolution towards more concrete and lasting applications.
Stablecoin: exceeded the threshold of 250 billion dollars
Stablecoins are confirmed as the bridge between crypto and the real economy. In June, the total offer reached $ 253.7 billionwith chain transactions exceeding 21.5 billions of dollars Since the start of the year.
Key events:
Dex: the Dex – CEX report at all times
The relationship between the DEX and CEX points volumes reached the highest of all 27.9%. Pancakeswap is the leader, going from 16% to 42% thanks to the Infinity upgrade.
THE Cedefi The solutions, which combine the liquidity of the CEX with chain execution, accelerate the growth of Dex.
Public markets: Narration vs fundamentals
Listed companies with an exposure to cryptography show contrasting performance:
- Top Perform: Metaplanet and microstrategy thanks to BTC -centered strategies.
- In difficulty: Sharplink and Nano Labs.
- Solid commercial model: Circle, experiencing strong growth in post-Opo bulls.
- Positive trend: Robinhood and Coinbase thanks to strategic acquisitions.
Markets tend to reward sustainable models more than simple speculative allowances.
Crypto Insight: Key events in July 2025
Expected for the month:
- SEC decision on ADA ETF (July 15).
- Unlocking important tokens.
Conclusions: Perspectives and reflections On the cryptography market
The July 2025 report highlights a market in a consolidation phase, resilient but subject to volatility. The growth of stablecoins, the consolidation of DEFI and the evolution of NFT in the games indicate a progressive maturation of the sector.
Institutional interest and regulatory clarity remain key factors for the following cycle. Selectivity in the choice of projects becomes more and more crucial in a competitive landscape.
