Weekly Outlook: The week ahead brings a mix of global liquidity shifts, critical US economic data, and important crypto-specific events. From China’s growing money supply to upcoming Federal Reserve signals, plus notable token unlocks, the next few days could shape sentiment across multiple markets.
Global Liquidity Trends and Economic Competition
China’s M2 money supply has now exceeded $46 trillion, compared to around $22 trillion in the US This means China’s M2 is now 2.1 times larger. The People’s Bank of China’s balance sheet stands at $6.4 trillion, slightly above the US Federal Reserve’s $6.1 trillion.
When we combine these figures with other BRICS nations, total BRICS M2 reaches more than $52 trillion.
Why does this matter? When liquidity increases on this scale, investors often look for higher-yield assets such as stocks, commodities, and cryptocurrencies. This week, the focus will be on how this liquidity shift might influence global capital flows and risk-taking behavior.
DeFi and Market Activity Going Into the Week
AerodromeFi’s Integration Momentum
Trading volume at AerodromeFi saw a strong jump compared to last week. Importantly, the usual Saturday slowdown did not happen this time. The reason: AerodromeFi has just integrated with Coinbase. The integration is still ongoing, meaning the real trading impact could be felt in the coming weeks.
HyperliquidX Fee Dominance
HyperliquidX remains the top DeFi platform in terms of fees generated, showing high trading activity and consistent liquidity. This positions it ahead of many competitors as the week begins.
DeFi Sector Gains
The DeFi sector is up. Leading performers:
Shifts in Investor Behavior
The so-called “Magnificent 7” stocks have driven much of the equity market’s growth since 2023. Investors leaned heavily into these large-cap names for safety. Analysts now expect the earnings gap between these stocks and the rest of the market to narrow by 2026.
For crypto, this matters because a higher appetite for risk could return as the market balances out, potentially leading to more inflows into digital assets.
Notable Individual and Institutional Moves
- Michael Saylor’s Bitcoin Strategy – Five years after starting his aggressive BTC accumulation, his holdings now exceed $74 billion in value.
- White House Crypto Council Change – Bo Hines has resigned as CEO, returning to the private sector. Such resignations often happen ahead of major policy shifts.
- Ethereum Co-founder Transfer – Jeffrey Wilcke moved 9,840 ETH (~$41 million) to Kraken. In the last three months, he has transferred over 105,000 ETH to multiple wallets and still holds 95,897 ETH. This raises speculation of possible large sales.
- BlackRock ETF Statement – A spokesperson confirmed there are no current plans to file for an ETF for XRP or SOL.
US Economic Events This Week and Fed Policy Context
This is a heavy week for US data, and each release can shift expectations for Federal Reserve rate decisions.
OPEC Monthly Report (Tuesday)
While focused on oil supply and demand, OPEC’s outlook affects inflation indirectly through energy prices. Higher oil prices can keep inflation elevated, making the Fed less likely to cut rates.
CPI Inflation Data – July (Tuesday)
The Consumer Price Index measures price changes for everyday goods and services.
- If CPI falls: It strengthens the case for the Fed to cut rates later this year.
- If CPI stays high: The Fed is more likely to hold rates steady, which can limit risk appetite in markets, including crypto.
PPI Inflation Data – July (Thursday)
The Producer Price Index tracks prices businesses receive for their goods and services. Rising PPI can signal future CPI increases, making it a key forward-looking measure for inflation.
Retail Sales – July (Friday)
This shows how much consumers are spending.
- Weak sales: Could push the Fed toward rate cuts to support the economy.
- Strong sales: May delay any cuts as demand remains high.
University of Michigan Consumer Sentiment (Friday)
This survey measures consumer confidence. If sentiment is weak, it signals caution and could justify looser policy.
Five Fed Speaker Events (All Week)
Fed officials’ speeches often signal upcoming policy moves. Traders will watch for any hints about the timing and pace of possible rate cuts.
Potential Trump–Putin Meeting
There is talk of a meeting to discuss a ceasefire in Ukraine. Any breakthrough could affect global risk sentiment. The meeting will be held in Alaska on Friday 15th August.
Crypto Watchlist for the Week Ahead
Several crypto-specific events could influence prices:
- BTC – FTX will distribute $1.9 billion in cash to creditors on Aug. 15. Large cash releases like this can lead to inflows into BTC and other assets.
- FLUID – Buyback proposal expected to go live next week, which could reduce circulating supply.
- ETH – Sharplink Gaming, an ETH treasury company, will hold its earnings call on Aug. 15. Treasury strategies can hint at ETH market activity.
- CRV – Curve’s token emissions rate will drop under 5% next week, reducing sell pressure from rewards.
- Lombard (LBTC) – Starts accruing BTC yield on Aug. 11, potentially attracting more deposits.
- Sonic $S Token – Reports say several public treasury companies are exploring purchases, which could boost demand.
- INJ – Pre-IPO stock trading will launch soon on Injective, expanding its platform use cases.
- STRK – Community vote on launching Bitcoin staking on Starknet goes live tomorrow.
This week major token unlocks
Aptos (APT)
Date: Aug 12, 2025
Unlock Value: 30.31M USDT
% of Circulating supply: 1.01%
Number of Tokens: 6.77M APT
Starknet (STRK)
Date: Aug 15, 2025
Unlock Value: 16.05M USDT
% of Circulating supply: 3.31%
Number of Tokens: 127.00M STRK
SEI (SEI)
Date: Aug 15, 2025
Unlock Value: 17.07M USDT
% of Circulating supply: 0.96%
Number of Tokens: 55.56M SEI
Arbitrum (ARB)
Date: Aug 16, 2025
Unlock Value: 38.63M USDT
% of Circulating supply: 1.80%
Number of Tokens: 92.65M ARB
This article is for informational purposes only and does not constitute financial advice. Always do your own research before making investment decisions. You can explore more insights and analysis on blog.millionero.com. When you’re ready, trade on spot and perpetual markets directly on Millionero.