From institutions backing Ethereum, to Solana shipping its first smartphone, and Ray Dalio calling for a higher crypto allocation, these past few weeks have been anything but quiet, especially off the back of another Bitcoin all-time high.
In this crypto market update, we’re breaking down the big picture, calling out bullish signals and running you through how BostonTrading funds are positioned for what’s next.
Let’s dive in.
All about ETH so far…
Cosmos Health, a NASDAQ-listed company, just secured a jaw-dropping $300 million USD financing to launch an Ethereum treasury strategy. It’s a clear signal that confidence in ETH isn’t fading, despite the weak rally ETH endured during Bitcoin’s massive run a few months ago. Even BlackRock joined the ETH party and quietly scooped up $88.8 million USD worth of Ethereum… 888 does have a nice ring to it.
This isn’t some FOMO (fear-of-missing-out) driven play. It’s a deliberate pivot from heavyweights in TradFi (traditional finance). They are not treating ETH as just another emerging tech bet, but as a core infrastructure worth backing for the long haul.
Are you buying ETH, or are you not fully convinced? Either way, a diversified portfolio might be a better option to go with. If you’re weighing your options, let’s book a call and see whether ETH deserves a spot in your strategy.
Book a call here.
Solana isn’t just creating computer code; they are shipping phones
Solana Mobile’s new Seeker smartphone has officially started shipping to over 50 countries, with more than 150,000 units pre-ordered. It’s not just a gimmick either, this thing’s packed with a native wallet, decentralised infrastructure via TEEPIN, and hooks into the upcoming SKR token.
This is Solana’s biggest real-world swing yet. It’s betting that the future of mobile technology goes beyond app stores and closed systems and starts with a crypto-native device in your pocket.
We wonder if Apple is taking a few notes from Solana right now?
USDe climbs up to the #3 spot in the stablecoin race
Ethena (ENA) has issued a yield-bearing stablecoin. The USDe has surged to become the third-largest stablecoin in circulation. Sitting just behind USDT and USDC, with nearly $9.3 billion already issued.
It’s a huge leap for a product that’s still relatively new, and it positions ENA as a serious contender in the stablecoin game. That said, with a token unlock just around the corner, it’s worth watching how the market digests the next phase of growth.
Britain’s crypto moment is still pending
George Osborne, the former Chancellor of the Exchequer, just called it out in the Financial Times: the UK is falling behind in crypto.
While the US pushes forward with the GENIUS Act and Asia sharpens its frameworks (Singapore, Hong Kong, Abu Dhabi), Britain’s still discussing and deciding their stance on crypto. Osborne highlights stablecoins as a key area where the UK is dragging its feet, missing both the policy moment and the market momentum.
The message? If the UK wants a seat at the table, it needs to start acting like it.
Are you enjoying the monthly market update?
If our updates keep you sharper, smarter, or at least slightly more smug at dinner parties, we’d love a quick review.
→ Leave a review on TrustPilot
→ Share the newsletter with a friend
→ Post about the little blue dog on X (Twitter), LinkedIn, or Facebook (hashtag #Bostoncoin)
After you post, screenshot it, email the pic with your postal address, and we’ll post out something good to you. It could be Boston socks or a BostonTrading tote bag, a bottle-opener, our “forever pencil” (yes, it exists), or another surprise from us.
Because good karma deserves decent merch 🙂
Ray Dalio turns up the volume on Bitcoin
Ray Dalio’s no stranger to macro shifts.
The legendary investor has been leading Bridgewater for nearly 47 years. He has had a few calls that many tend to listen to. But his latest call is loud: 15% of your portfolio should be in hard money assets like Bitcoin or gold.
That’s a big step up from the 1–2% BTC slice he floated in 2022.
Why now? Because he sees what’s coming: spiralling debt, relentless money printing, and a monetary system on the ropes. The UK’s in a “debt doom loop,” and the USA might need to issue $12 trillion just to survive the coming years.
Did you know that BTC and gold are the top-performing assets of 2025 so far?
(We love Ray Dalio, but could not resist the “Ray Dahlia” AI-generated flower cartoon. Because in addition to holding BTC and gold, it’s important to hold onto your sense of whimsy.)
Visa just levelled up
Visa just expanded its blockchain payment system, adding support for Stellar and Avalanche networks, plus three new stablecoins: USDC, USDP, and PYUSD.
What does that mean? It’s like Visa opening up new fast lanes on the payments highway. Faster, cheaper settlements using crypto rails, not just traditional bank systems.
It’s one more sign that blockchain isn’t fringe anymore. It’s getting woven into the everyday tools we use.
Big names, smart chains, and stable moves. The future of payments just got a bit more, dare we say… stable.
PayPal goes crypto-native at scale
PayPal just dropped “Pay with Crypto”, a merchant feature promising near-instant settlement across 100+ cryptocurrencies and wallets like Coinbase, MetaMask, Binance, and more.
Transactions convert immediately into PYUSD or fiat, costing just 0.99% (compared to up to 2-3% for international card processing), and give merchants instant access to funds and potential yield by holding PYUSD at around 4% interest.
This isn’t a pilot episode; it’s a whole season rollout that blends crypto rails into real-world commerce. Extremely bullish!
BostonCoin Fund Performance Update | As of 30 July 2025
It’s been a standout year for the BostonTrading funds. Both legacy and faith-based funds have delivered strong returns in a market that’s still defining its next cycle.
Leading the pack is DARTcoin Core (DART), up 136% over the past 12 months and posting 342% over the last two years. Since its inception, it’s clocked a 277% gain, proving its resilience across market conditions.
BostonCoin Alpha (BOS) is also doing great things, with a 1-year return of 144.8% and a 340.7% return over three years. This fund continues to reward long-term holders, compounding consistently across multiple market phases.
On the pricing front, the original trio now sit at:
- BOS – $72.90 USD
- DART – $179.26 USD
- POLLYcoin AI – $134.09 USD
Faith-based funds are also holding strong, with:
- Rafah Halal – $122.69 USD
- Oysher Kosher – $107.17 USD
- Ashirvad Dharma – $106.80 USD
Whether you’re chasing consistent long-term growth, or allocations based on your values, we’ve got you covered through our diversified portfolios. Learn more about our funds here.
Founder’s Corner – Jeremy Britton
We wrapped two big sessions this week! The Global Swap Meeting and unDavos webinars were a success.
Both were packed, engaged, and a reminder of how much sharper this space has gotten.
We discussed market cycles, fund performance, macro shifts plus a bit on where BostonTrading is heading next.
There’s a real sense that the next phase of crypto is coming… it’s already quietly taking shape. And we’ve been deep in it behind the scenes, building, refining and positioning ourselves for the long haul.
If you want a glimpse of what’s next or just want to understand how we’re thinking as we prepare for the next cycle, book a quick discovery call.
This next chapter’s going to move fast, so stay tuned.
