- BTC surpassed $125,000, setting a new all-time high and lifting the total crypto market cap by 5–10%, with ETH, SOL, and memecoins following.
- Strong institutional gains from MicroStrategy and ZOOZ Power, plus optimism from AMD’s $100B AI deal with OpenAI, fueled cross-market risk-on sentiment.
- Solana’s Pump.fun saw $457M in daily volume and soaring engagement, reflecting a surge in retail speculation and classic bull-market enthusiasm.
Bitcoin surged past $125,000 this week, setting a new all-time high and triggering a market-wide rally. The total crypto market cap jumped 5–10%, while Ethereum and Solana gained 3–7%. Memecoins exploded on Pump.fun, reflecting renewed retail excitement. Bitcoin’s breakout fueled strong social momentum—mentions climbed 17% to over 330,000, and its Galaxy Score hit 82/100. Institutional momentum reinforced the move as MicroStrategy reported $3.9B in unrealized BTC gains and ZOOZ Power expanded its Bitcoin treasury past $100M.
AI Optimism and Retail Frenzy
Optimism from the AI-driven stock rally spilled into crypto. AMD’s $100B chip deal with OpenAI boosted tech sentiment, while Galaxy Digital’s GalaxyOne launch bridged traditional finance with crypto trading and yields. Reports of SEC talks with the NYSE on tokenized assets added legitimacy, encouraging institutional inflows.
Retail speculation surged in the Solana ecosystem. Pump.fun hit $457M in daily volume, lifting the PUMP token nearly 10% and SOL by 5%. Social engagement soared as traders piled into airdrop-driven memecoins.
Despite U.S. shutdown concerns, sentiment stayed 73% bullish with 2.1B engagements. The mix of institutional gains, AI optimism, and retail frenzy created classic bull-market energy—signaling growing confidence that the next phase of the crypto cycle is underway.