Crypto's institutional influx has killed the memecoin craze

COINDESK ·

It points to a broader change in how capital flows through crypto. The introduction of U.S. spot bitcoin ETFs in 2024 accelerated the institutionalization of the market, drawing in a class of investors who have little interest in meme tokens and significant interest in bitcoin as a macro asset. Capital has also been pulled away by other emerging sectors with links to traditional finance, such as real-world assets. Capital that once chased speculative memecoins is consolidating into bitcoin and other major market sectors. This, coupled with higher interest rates worldwide, indicates that the era of easy money through memecoins is gone. As for short-term market trends, positioning in the options market points to a constructive outlook among traders with expectations for a BTC price increase to at least $72,000. Stay alert! Trump considering a ‘massive attack’ on Iran as Tehran labels UK ‘accomplice’ to America (CNBC): U.S. President Donald Trump said he will soon decide on whether to launch a “massive” and “bigger than ever before” attack on Iran after the conflict expanded to the Red Sea. Clarity Act expected to miss its window before Congress' summer break, leadership says (CoinDesk): Industry and congressional negotiators working on the Clarity Act aimed for an Aug. 7 final draft and passage this year. That now seems unlikely, says Senate Majority Leader John Thune. Global bonds are reeling as oil surge renews inflation threat (Bloomberg): Global bonds are being pummeled by the rise of energy prices. U.K. gilt yields set their longest period of daily closes above 5% in almost two decades, Germany’s 10-year yield climbed to the highest since 2011, Japan’s 40-year yield rose 10% and its 5-year yield is at the highest since 2000. The U.S. 30-year yield is just below the highest since 2007.

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The steady influx of institutional investors is rapidly cooling the meme coin craze in the cryptocurrency market. Capital is shifting toward large-cap assets with stability and trust instead of highly volatile speculative assets. This structural shift enhances market health while delivering a severe blow to meme coin-centric short-term investment strategies. Investors must now reassess their fundamental-based asset allocation strategies.

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