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The Daily Drip
Sunday, August 3, 2025
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The Daily Drip
Professional crypto insights for smart investors
Sunday, August 3, 2025
๐ Trusted by institutional and retail investors daily | โก 3-minute read
๐ฏ Today's Top 3 Takeaways
Weekend stabilization: Market cap recovers to $3.70T as selling pressure from Friday's tariff concerns subsides
Fear & Greed drops to 48 as markets digest Trump's reciprocal tariff implementation on key trading partners
Mixed weekend recovery emerges: BTC +0.65%, XRP +2.61% while key support levels hold amid reduced volume
๐ WEEKEND STABILIZATION BEGINS
Markets pause tariff selloff! $3.70T market cap recovery signals weekend consolidation after Friday's Trump tariff concerns!
๐ Sunday's Weekend Stabilization
Recovery Takes Hold: After Friday's tariff-driven selloff that saw Bitcoin decline for a fifth straight session to touch a three-week low, dropping as much as 2.2% to $113,979, crypto markets showed signs of stabilization over the weekend. The total market cap recovered to $3.70 trillion, suggesting selling pressure from tariff concerns has temporarily subsided. Bitcoin dropped 1.3% Friday as risk appetite slowed amid President Trump's tariff announcements, while XRP led major assets with +2.61%, indicating selective buying interest emerged during the weekend lull.
๐๏ธ What We Are Watching
๐ฏ KEY TECHNICAL LEVELS
โ ๏ธ These are technical analysis levels for educational purposes only and do not constitute investment advice. Always conduct your own research and consult with a financial advisor before making investment decisions.
๐ Whale Watch Alert
๐ Weekend Activity Summary
๐ก Analysis: Weekend trading showed selective strength in XRP and continued Tron resilience while Bitcoin defended key $114k support levels. Lower volume environment allowed for modest stabilization after Friday's tariff-driven selling.
๐ฐ Crypto Total Market Cap
๐ Bitcoin Dominance
๐ Market Performance Dashboard
๐ Sunday's Recovery (24h)
๐ค Share This Analysis
โ Reader Q&A
This Week's Question
"Should I be worried about the weekend recovery or is this just temporary relief from tariff fears?" - Marcus from Toronto
Our Answer: Weekend stabilization is positive but should be viewed cautiously. The $3.70T market cap recovery and selective strength in XRP (+2.61%) and ADA (+3.53%) suggests retail buying emerged during reduced institutional activity. However, Trump's tariff policy remains a wildcard. Fear & Greed at 48 indicates measured optimism rather than euphoria - a healthy sign for sustainable recovery if tariff concerns don't escalate further.
๐ Have a question? Email us at [email protected]
๐ Contrarian Corner
What the Crowd is Missing
While everyone celebrates weekend recovery, here's the contrarian reality: This bounce feels too easy after genuine tariff concerns. Bitcoin derivatives data shows weak futures premiums and ETF outflows signaling cautious market sentiment, but Bitcoin dominated H1 2025 as institutional adoption accelerated - suggesting professional money sees through short-term noise.
๐ฆ Institutional Tracker
Weekend ETF Status
๐ Crypto Spotlight: Weekend Stabilization After Tariff Selloff
Market structure shifts from tariff-driven selling to weekend stabilization patterns
Tariff impact and recovery: Friday's selloff was triggered by President Trump's reciprocal tariff announcements, with Bitcoin declining for a fifth straight session to a three-week low amid broad risk-off sentiment. Jobs growth in July also landed below expectations with tariff news helping push markets down. Weekend recovery to $3.70T suggests initial tariff shock has been absorbed.
Technical resilience emerges: Bitcoin stabilizing above $114k while XRP's +2.61% daily performance indicates selective strength rather than broad market recovery. These moves suggest traders are positioning for potential regulatory clarity developments while digesting macroeconomic headwinds.
Institutional context:August brings a crowded macro calendar with jobs data, inflation prints, and Jackson Hole remarks expected to guide liquidity sentiment. The weekend pause allowed markets to digest tariff implications while positioning for upcoming Federal Reserve policy signals.
๐ผ H2cryptO Analysis
Weekend Stabilization Reflects Tariff Shock Absorption: Sunday's market recovery to $3.70T represents successful weekend stabilization following Friday's tariff-driven selloff. Bitcoin's decline for a fifth straight session to three-week lows was driven by Trump's reciprocal tariff policy, but selective weekend strength in XRP (+2.61%) and Cardano (+3.53%) suggests strategic positioning rather than panic. Weaker July jobs data combined with tariff concerns created a perfect storm for risk-off sentiment, while Fear & Greed at 48 indicates measured recovery. August's macro calendar with Fed policy signals will test whether this stabilization represents genuine recovery or temporary relief before further tariff policy developments.
๐ Market Sentiment & Flows
๐ Market Analysis
- Market cap recovers to $3.70T during weekend trading sessions following Friday's tariff-driven selloff
- Bitcoin stabilizes after five-session decline to three-week lows amid Trump tariff announcements
- XRP leads weekend recovery with +2.61% daily gain while Cardano surges +3.53% amid selective buying
- Fear & Greed drops to 48 showing measured sentiment digestion of Friday's tariff shock
- Weaker July jobs data compounds tariff concerns as markets position for Fed policy signals
โ๏ธ Regulatory & Compliance Updates
- United States:Bitwise CIO sees continued institutional adoption with regulatory clarity supporting Bitcoin's long-term outlook
- Trade Policy:Trump tariff policies create ongoing macro uncertainty affecting crypto market sentiment
- Global Impact:Hong Kong to host Bitcoin Asia 2025 conference August 28-29 with regulatory officials participating
๐ Market Calendar
- ๐ August 5: ETF markets reopen - First institutional flow data post-weekend tariff recovery
- ๐ August 7:US jobs data and inflation prints expected to guide Fed policy sentiment
- ๐ฏ August 21-23:Jackson Hole Economic Symposium with Fed Chair remarks on monetary policy
- ๐ฏ August 28-29:Bitcoin Asia 2025 conference in Hong Kong with regulatory participation
- ๐ Q4 2025:Multiple analysts expect Bitcoin cycle peak between $200K-$300K range
๐ Risk Assessment
Current Market Environment: Weekend stabilization provides temporary relief from Friday's tariff-driven selloff, but Trump's reciprocal trade policy remains a wildcard for crypto markets. Fear & Greed at 48 indicates neutral sentiment while selective strength in XRP and ADA suggests strategic positioning. Bitcoin's hold above $114k demonstrates weekend support, but Monday's institutional re-engagement will test whether tariff concerns have truly subsided or merely paused for the weekend.
โ ๏ธ DISCLAIMER: This newsletter is for educational and informational purposes only and does not constitute investment advice, financial advice, trading advice, or any other sort of advice. You should not treat any of the newsletter's content as such. H2cryptO does not recommend that any cryptocurrency should be bought, sold, or held by you. Do your own due diligence and consult your financial advisor before making investment decisions. Past performance is not indicative of future results.