Dgenz Crypto Weekly 040

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Table of Contents

• Market Pulse

• Weekly Charts

• Token of the Week

Corporate Bags So Big They Cause Lag

Michael Saylor woke up on Tuesday and said, “Yeah, I’ll take another 21,021 Bitcoin, please.” Total cost? Just a casual $2.5 billion. No big deal. He funded it through a new magic money machine called STRC, a dividend-paying, perpetual preferred stock that’s basically Wall Street’s way of saying “don’t worry, it’s legit.” It pays 9 percent monthly and starts trading on Nasdaq today. And with that, Strategy now holds 628,791 BTC, that’s over $74 billion. Meanwhile, MARA, the Bitcoin miner formerly known as Marathon Digital, saw Saylor’s move and said “hold my ASIC.” They raised $950 million through some convertible notes and used it to boost their BTC bags to 50,000 coins, worth around $5.8 billion. That makes them the second-largest corporate holder, right behind Saylor’s giga-stack. Their stock price? Down 10% this week. Their conviction? Stronger than most marriages. And if you thought institutions were done.. surprise twist: Tether just entered the chat. Twenty One Capital, a new BTC treasury firm backed by Tether, Bitfinex, SoftBank, and Cantor Fitzgerald, loaded up on another 5,800 BTC, bringing their total to 43,500 coins. CEO Jack Mallers says they’re “just getting started,” which sounds like a threat to retail investors everywhere. The Bitcoin corporate Hunger Games has officially begun. May the most stacked treasury win.

Wall Street Discovered ETH.. Immediately Overdoses

Ethereum corporate treasuries are getting out of hand and we are here for it. First up, SharpLink Gaming spent 780 million dollars in July alone to double its ETH stack, now holding a whopping 438,200 coins worth $1.4 billion. They basically said “sell stock, buy ETH, repeat” and printed 45 million new shares to fund the binge. And they are not just hodling either, they staked it all and already earned 722 ETH in rewards. That is around $2.8 million for clicking stake and walking away. But SharpLink is starting to look tame compared to the new kid stomping onto the scene. Biotech firm, 180 Life Sciences, just rebranded to ETHZilla… yes, seriously… and they just raised $425 million to buy ETH. Their slogan? “Unleash the zilla.” No, we did not make that up. They plan to raise another $150 million in debt and hand it all to Electric Capital, who will run their fancy yield strategy that supposedly outperforms regular staking. If your pharma stock suddenly starts yield farming, blame the zilla. And finally, BitMine Immersion Technologies, already the biggest ETH whale in the game, said “cool story bro” and approved a $1 billion stock buyback to support its pivot into full-time ETH maxi mode. They hold 625,000 ETH worth $2.4 billion and want to own five percent of Ethereum’s total supply. That is not a goal, that is a Bond villain plan. Their stock is up 357% this year, because apparently printing money and buying ETH is a solid business model now. Between SharpLink, ETHZilla, and BitMine, the real ETH flippening might not be ETH over BTC, it might be ETH over national treasuries.

Retail Therapy Meets DeFi Degeneracy

PayPal just went full crypto. The payments giant announced it will now let small businesses across the US accept over 100 cryptocurrencies. That includes Bitcoin, Ethereum, Solana, and pretty much every other token your friend swore would 100x. The new feature is called Pay with Crypto and it lets customers pay in their favorite coin, which then gets instantly converted into stablecoins or fiat behind the scenes. Merchants get near instant payouts, lower fees, and if they store funds in PayPal’s stablecoin PYUSD, they earn 4 percent yield. Yes, PayPal is now a crypto wallet that pays interest. It also plays nice with Coinbase, Kraken, MetaMask, and a bunch of other wallets, so you can finally spend those tokens you’ve been hoarding since 2021. This all comes a week after PayPal announced PayPal World, a new platform launching this fall that will connect the world’s biggest digital wallets into one global payments monster. PYUSD already has a $900 million market cap, and you can now use it for international payments through their Xoom service. Back in 2020, PayPal dipped its toe into crypto by letting people buy and hold four coins. But they could not move them anywhere. Now? You can buy, sell, transfer, spend, and earn — all without ever leaving the app. PayPal just went from a boomer payments app to a full-blown crypto on-ramp.

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USDT Dominance

We are currently trading within this huge bearish pennant on $USDT.D which is causing quite a bit of chop throughout the markets in the last week. Now, this could breakout either way. If we break below it would initiate a huge rally across the markets and send prices soaring, but we still have an untested resistance lying around 4.65% which is bound to be tested sooner or later. Right now I’m risk off, not entering any new positions and just holding onto the bags I have until we have a clearer idea of which way the market is headed. Technically speaking, prices should rebound back up here but there are still flashes of weakness about so scale into positions lightly and wait on confirmations.

Others Dominance

$OTHERS.D is now back at the 7.4% level for a support retest after we deviated above resistance over the weekend. Although this would normally give us a signal to buy, this index is starting to look weak, so if you are looking to start new positions here I would suggest only entering in light. We also have our monthly close coming up as well as the FOMC announcement today so volatility is sure to be high.

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Avalanche - $AVAX

Avalanche is a high-performance Layer 1 blockchain built to scale Web3 without sacrificing decentralization. It introduced a unique multi-chain structure and blazing-fast finality, making it one of Ethereum’s top competitors. With powerful subnets, a growing DeFi/NFT ecosystem, and backing from major institutions, Avalanche is positioning itself as the modular blockchain of the future. $AVAX is at the center of it all by securing the network, powering transactions, and rewarding validators.

What Does Avalanche Do?
Avalanche is designed to host a network of custom blockchains called subnets, allowing builders to launch app-specific chains with their own rules, validators, and even tokens. While most activity lives on Avalanche’s EVM-compatible C-Chain, the architecture supports mass scalability without clogging the base layer. From DeFi to gaming, Avalanche is being used to build flexible, high-speed decentralized apps.

How It Works?
Avalanche runs three core chains:
X-Chain: for sending and receiving assets
C-Chain: for smart contracts and DeFi
P-Chain: for subnet management and validator coordination
Consensus is achieved using the Snowman protocol, a fast, probabilistic PoS mechanism that finalizes transactions in under 2 seconds. Subnets allow isolated execution environments with custom settings, a feature leveraged by institutions, games, and DeFi projects alike. $AVAX is required for staking, paying fees, and creating subnets.

Tokenomics & Incentives
- Max Supply: 720M AVAX, Circulating: ~422M AVAX
- New AVAX is minted via staking rewards, but fees are burned, balancing supply growth.
- Validators earn ~7–8% APY by locking 2,000+ AVAX for at least 2 weeks.
- AVAX is used for gas fees, validator rewards, subnet creation, and ecosystem governance.
- AVAX has no major unlock cliffs left, most of the supply is already liquid.

Ecosystem Impact
- Top 10 chain by TVL with $700M+ across DeFi apps like Benqi, Trader Joe, and Aave.
- Home to dozens of subnets, including ones from Shopify, AWS, Gunzilla, and Merit Circle.
- $AVAX is used across DeFi, GameFi, RWAs, and NFTs.
- Integrated with major platforms like Coinbase, Robinhood, Stripe, and Chainlink.
- Over 1.5M unique wallets and 180M+ total transactions.

Recent Developments
- Avalanche Vista hosts a $50M fund to bring tokenized RWAs on-chain.
- Shopify x Avalanche enabled merchants to mint NFTs directly from their stores.
- Subnets like Beam and Spruce launching high-performance Web3 games.

What’s Coming Next?
- HyperSDK upgrade to make subnet launches faster and more dev-friendly.
- More institutional subnets targeting RWAs and finance (e.g. JP Morgan pilots).
- Ecosystem incentives expected to ramp up following meme coin traction.
- Growth in AI x Blockchain subnets (e.g. participation in OpenAI Forum proposals).
- Focus on UX upgrades and wallet integrations to bring in mainstream users.

TL;DR
Avalanche is a modular, high-speed Layer 1 built to scale with custom subnets and near-instant finality. $AVAX fuels the entire ecosystem from staking to fees to subnet creation, and benefits directly from DeFi, NFT, and institutional adoption. With meme coin momentum and RWA integration rising, Avalanche is quietly positioning itself for a second wave of growth.

Market Cap - $9,894,753,552
24HR Volume - $648,671,057
Current Price - $23.51
All-Time High - $144.96 (-84%)
All-Time Low - $2.80 (+733%)

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