BTC Holds $118K Pre-CPI; ETH Steady; DeFi Yields Tick Up Amid Calm
Update: 2025-08-12
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Crypto Market Analysis: Daily Bitcoin, Ethereum & DeFi Updates podcast.
Hey crew, Crypto Willy here with your week-in-crypto sprint, covering Bitcoin, Ethereum, and the DeFi pulse heading into Tuesday, August 12, 2025.
Bitcoin first: after tagging the low $122K zone over the weekend, BTC cooled to the high $118Ks ahead of today’s U.S. CPI print—classic pre-data jitters that on-chain analyst Ali Martinez says often flip into a post-release rally, as highlighted by Finbold’s Tuesday brief. Finbold also noted BTC’s -2.31% dip intraday while keeping the broader uptrend intact. Binance’s live prediction dashboard has BTC hovering tightly around $118.3K–$118.4K this week, reflecting compressed volatility and range discipline. DailyForex’s August outlook frames the battleground: support building near $115K, upside probes toward $128K, with thinner spot volumes amplifying moves if liquidity pockets get hit. On the macro narrative side, PlanB is still flying the stock-to-flow flag on YouTube, talking long-run averages between $300K and $600K and “clear skies”—with the usual “all models are wrong, some are useful” disclaimer. Meanwhile, Brave New Coin is spotlighting the momentum above $118K and a potential push toward the $131K breakout magnet as halving tailwinds and institutional flow stay in play. For the crystal-ball crowd, Finbold’s ChatGPT-5 piece pegs a late-2025 median scenario near $175K, with a $140K–$200K base case if demand persists.
Ethereum kept its own tight ship. Correlations stayed elevated, but ETH’s underperformance gap versus BTC narrowed on the week as traders rotated into L2 activity and staking yield narratives. While top-line price drifted range-bound, the builder economy didn’t sleep: rollup teams kept shipping throughput gains, and MEV suppression tools saw incremental adoption by major validators. Liquidity on ETH majors remained orderly—spreads tight, funding near flat—suggesting hedged positioning into CPI rather than panic.
DeFi had a quietly constructive week. Stablecoin markets held peg discipline despite lighter weekend volumes; curve-shaped pools showed balanced depth after recent parameter tweaks. Lending desks reported stable utilization on blue-chip collateral, and liquidation cascades were conspicuously absent—even with BTC’s rinse lower into the CPI window. On-chain, gas remained manageable as L2s absorbed the bulk of active flow; fee-sensitive strategies (restaking, perps funding arbitrage, and basis trades) stayed profitable but competitive. Liquidity mining rewards continued their slow recalibration lower, but real yield from protocol fees picked up modestly on the back of derivatives volume. Treasury proposals across a handful of DAOs leaned conservative—stability over stunt-y emissions—reflecting a market that’s prioritizing durability in this mid-cycle grind.
Trading lens for the next few sessions: for BTC, I’m watching the $115K–$116K shelf as first defense and $121K–$123K as the first breakout gate; acceptance above $123K opens the runway to that $128K DailyForex zone, and then the Brave New Coin $131K bull trigger. If CPI surprises hot, expect a quick wick lower and then a macro-pivot trade if forward inflation expectations don’t worsen—Finbold’s read on historical CPI reactions supports that playbook. For ETH, look for rotation signals: if BTC breaks topside, ETH/BTC catching a bid is the tell that alt beta wants in. In DeFi, keep an eye on funding, L2 throughput spikes, and any sudden TVL migrations; the first mover often telegraphs the rest of the week’s rotations.
Shoutout to sources keeping us sharp today: Finbold on the CPI setup and scenario bands; Binance’s prediction dashboard for intraday guardrails; DailyForex for the August map; PlanB on YouTube for the long-horizon take; and Brave New Coin for the $131K breakout watch.
Thanks for tuning in—come back next week for more. This has been a Quiet Please production. For me, check out Quiet Please Dot A I.
Get the best deals https://amzn.to/3ODvOta
This content was created in partnership and with the help of Artificial Intelligence AI
Hey crew, Crypto Willy here with your week-in-crypto sprint, covering Bitcoin, Ethereum, and the DeFi pulse heading into Tuesday, August 12, 2025.
Bitcoin first: after tagging the low $122K zone over the weekend, BTC cooled to the high $118Ks ahead of today’s U.S. CPI print—classic pre-data jitters that on-chain analyst Ali Martinez says often flip into a post-release rally, as highlighted by Finbold’s Tuesday brief. Finbold also noted BTC’s -2.31% dip intraday while keeping the broader uptrend intact. Binance’s live prediction dashboard has BTC hovering tightly around $118.3K–$118.4K this week, reflecting compressed volatility and range discipline. DailyForex’s August outlook frames the battleground: support building near $115K, upside probes toward $128K, with thinner spot volumes amplifying moves if liquidity pockets get hit. On the macro narrative side, PlanB is still flying the stock-to-flow flag on YouTube, talking long-run averages between $300K and $600K and “clear skies”—with the usual “all models are wrong, some are useful” disclaimer. Meanwhile, Brave New Coin is spotlighting the momentum above $118K and a potential push toward the $131K breakout magnet as halving tailwinds and institutional flow stay in play. For the crystal-ball crowd, Finbold’s ChatGPT-5 piece pegs a late-2025 median scenario near $175K, with a $140K–$200K base case if demand persists.
Ethereum kept its own tight ship. Correlations stayed elevated, but ETH’s underperformance gap versus BTC narrowed on the week as traders rotated into L2 activity and staking yield narratives. While top-line price drifted range-bound, the builder economy didn’t sleep: rollup teams kept shipping throughput gains, and MEV suppression tools saw incremental adoption by major validators. Liquidity on ETH majors remained orderly—spreads tight, funding near flat—suggesting hedged positioning into CPI rather than panic.
DeFi had a quietly constructive week. Stablecoin markets held peg discipline despite lighter weekend volumes; curve-shaped pools showed balanced depth after recent parameter tweaks. Lending desks reported stable utilization on blue-chip collateral, and liquidation cascades were conspicuously absent—even with BTC’s rinse lower into the CPI window. On-chain, gas remained manageable as L2s absorbed the bulk of active flow; fee-sensitive strategies (restaking, perps funding arbitrage, and basis trades) stayed profitable but competitive. Liquidity mining rewards continued their slow recalibration lower, but real yield from protocol fees picked up modestly on the back of derivatives volume. Treasury proposals across a handful of DAOs leaned conservative—stability over stunt-y emissions—reflecting a market that’s prioritizing durability in this mid-cycle grind.
Trading lens for the next few sessions: for BTC, I’m watching the $115K–$116K shelf as first defense and $121K–$123K as the first breakout gate; acceptance above $123K opens the runway to that $128K DailyForex zone, and then the Brave New Coin $131K bull trigger. If CPI surprises hot, expect a quick wick lower and then a macro-pivot trade if forward inflation expectations don’t worsen—Finbold’s read on historical CPI reactions supports that playbook. For ETH, look for rotation signals: if BTC breaks topside, ETH/BTC catching a bid is the tell that alt beta wants in. In DeFi, keep an eye on funding, L2 throughput spikes, and any sudden TVL migrations; the first mover often telegraphs the rest of the week’s rotations.
Shoutout to sources keeping us sharp today: Finbold on the CPI setup and scenario bands; Binance’s prediction dashboard for intraday guardrails; DailyForex for the August map; PlanB on YouTube for the long-horizon take; and Brave New Coin for the $131K breakout watch.
Thanks for tuning in—come back next week for more. This has been a Quiet Please production. For me, check out Quiet Please Dot A I.
Get the best deals https://amzn.to/3ODvOta
This content was created in partnership and with the help of Artificial Intelligence AI
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