📊 Crypto Venture Weekly: July 14–18, 2025

$202M raised across 19 projects last week — with capital pouring into stablecoins, crypto banking, DeFi infra, and tokenized finance.

Here’s what the top 10 are building 👇

⚪️KUN ($50M, GSR Ventures, BAI Capital)
Asia-based embedded finance and stablecoin platform. Licensed in Hong Kong and Singapore, offering cross-border payments, card issuing, and on-chain B2B finance tools.

⚪️ Spiko ($22M, Index Ventures, Bpifrance)
Tokenized money market fund platform with €400M AUM. On-chain T-Bill exposure for startups and SMEs, fully compliant and integrated with European custodians.

⚪️ XMTP ($20M, a16z, USV, Coinbase)
Cross-chain messaging protocol powering wallet-to-wallet DMs, notifications, and announcements. Already used by apps like Lens and Farcaster.

⚪️ Blockskye ($15.8M, United Airlines Ventures, Lightspeed)
Building blockchain infra for corporate travel. Used by major airlines and agencies to automate settlement, invoicing, and policy enforcement.

⚪️ Dakota ($12.5M, CoinFund, DCG)
Crypto-native B2B banking layer offering fiat rails, treasury tools, and compliance for Web3 startups and DAOs.

⚪️ AI Cross Matrix ($12M, Avalon Wealth Club)
Privacy-focused protocol enabling cross-chain, untraceable crypto transfers. Uses zk tech to anonymize flows between chains.

⚪️ ƒBTC ($10M, Galaxy Ventures, Mantle)
DeFi platform unlocking Bitcoin for staking, lending, and liquidity provisioning. Aims to create native yield products for BTC holders.

⚪️ W3 ($7M, Framework Ventures, Blockchange)
Decentralized compute protocol powering AI agents. Offchain workflows, verifiable compute, and token incentives for distributed AI infra.

⚪️ Football.Fun ($2M, 6th Man Ventures, Zee Prime)
Onchain football betting and prediction markets. Focused on gamified speculation around global matches.

⚪️ MoneyBadger ($400K, P1 Ventures)
South African QR-based crypto payments app for retail and e-commerce. Live with 60+ merchants in pilot phase.

💡Real-world utility and crypto infra are in focus — from stablecoin rails to tokenized yield and offchain compute.

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This

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Michael Saylor's firm now holds $71 billion in Bitcoin, ranking #9 among all S&P 500 treasuries.

They have surpassed Exxon, NVIDIA, PayPal, and CVS with this Bitcoin holding.

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Dudes in 2013 instead of buying Bitcoin

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🔼 Retail interest for altcoins is now at ATH.

Guess who is back

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📄 Crypto Watchlist this week:

➡️$KAITO - Kaito is expected to make a big announcement

➡️$BTC - Trump administration is rumored to release a BTC reserve funding plan on July 22

➡️$S - The claiming portal for Sonic S1 airdrop will open in the next 2 days

➡️Infinex - Infinex will soon release a lot of new features for its crypto everything app, including a browser extension

➡️$OP - Optimism will undergo a Superchain Upgrade this week

➡️Lombard - Lombard will upgrade LBTC to a yield-bearing BTC asset on July 22

➡️$AVAX - Next deadline for VanEck's spot Avalanche ETF application is July 28

➡️$JUP - Jupiter teased a major announcement for this week

➡️$COIN - Coinbase will launch US Perpetual-Style Futures on July 21

➡️$ZRO - ~23% of LayerZero's ZRO circulating supply will be unlocked today

The focus is shifting back to core infra plays with real catalysts and usage traction.

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🔼CryptoPunks floor is up 15%, now at $175K.

One trader swept 76 NFTs for $13.5M, sending volume up 11,000%.

Looks like some figured $ETH strength might spill over into blue-chip NFTs.

Turns out, Punks not dead.

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🌟 DeFi is the best performing narrative in the past 7 days.

Nature is healing.

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📉 Footprint Charts — Explained Simply

Footprints give a look inside the candle, showing the actual order flow — who’s buying, who’s selling, and where.

Here’s the breakdown:

➡️ They show bid vs ask volume at each price level
➡️ You can view them as volume clusters, profiles, or deltas
➡️ Help spot absorptions, imbalances, and trapped traders
➡️ Great for identifying true intent behind candles — not just price movement

Footprints don’t just show what price did — they show how it got there.

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🔥 Altcoin Season Index hits 47 today, up from 29 last week.

➡️Total altcoin market cap reaches $1.55T.
➡️While Bitcoin dominance is at 60.08% and continues to decline.

The stars are aligning perfectly.

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Where are we now❓

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🤑 TON Stickers: A narrative ready to explode

The crypto world has had its eyes on TON and Telegram lately — first for the airdrops, now for the stickers. And this sticker meta might just be the next big breakout.

Telegram is expected to roll out major upgrades for sticker customization soon.

That shift will likely spotlight Sticker Store, the official Telegram marketplace for digital sticker drops.

Big NFT names like Pudgy Penguins, Azuki, Doodles, and BAYC have already launched collections here — and the infrastructure is rapidly improving.

➡️ Holding past sticker drops gives you priority access in future raffles
➡️ Missed one sale? Your odds increase next time
➡️ Anti-bot systems are being tightened to favor real users
➡️ Utility is coming — Pudgy Penguins already confirmed sticker-based perks
➡️ New collab incoming: Cyberkongz x Sticker Store drop just announced

The sticker market might be bottoming now — right before Telegram pushes it mainstream. Could be the best time to explore collections with future benefits in mind.

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❕ This is the part where alts surprise.

Again.

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