Caffeine Wakes Up Crypto

PLUS: $14.8B in ETF inflows drive Bitcoin’s rally, institutional demand now exceeds mining output, major crypto bills advance in Congress, and Cantor Fitzgerald lines up a $3.5B BTC acquisition.

Happy Friday, Maestros!

Welcome to another edition of the Bitcoin Renaissance!

This week, U.S. spot Bitcoin ETFs saw $14.8 billion in net inflows this week, with $2.4 billion added in seven days alone, driving Bitcoin's surge as institutional demand now exceeds mining output. Key crypto legislation advanced in the U.S. House while Cantor Fitzgerald announced plans to acquire 30,000 BTC from Blockstream for $3.5 billion.

We also released a core indexer upgrade! Check it out!

🚀 Featured Stories

Record $14.8B flows into spot Bitcoin ETFs drive rally. U.S. spot Bitcoin ETFs recorded $14.8 billion in net inflows year‑to‑date, with over $2.4 billion added in the past week and major players like BlackRock contributing to demand.

Institutional demand surges; ETFs absorb more bitcoin than annual mining output. Low OTC supply and ETF inflows indicate that institutions are accumulating BTC at a rate exceeding what’s mined annually, reinforcing supply pressure and price strength.

Major crypto bills pass procedural hurdle in U.S. House. A House resolution to reconsider key crypto bills, including those on stablecoin regulation and CBDC, passed 215–211, revitalizing legislative hopes for Bitcoin and related tech.

Cantor Fitzgerald plans $3.5B Bitcoin acquisition from Blockstream. Cantor Fitzgerald and Blockstream Capital announced a deal for 30,000 BTC worth $3.5 billion, to create a new Bitcoin-holding SPAC and raise additional capital

💡Spotlight: Caffeine AI

Caffeine AI, built by the DFINITY Foundation on the Internet Computer Protocol, powers a new era where anyone can launch fully functional web apps through natural language alone. It’s not just code generation. It’s AI-authoring deployed as sovereign, on‑chain services, all without traditional development overhead.

History

Development of Caffeine began in stealth in early 2024, led by a specialized team within DFINITY focused on creating fully autonomous, on-chain application deployment. Unlike other AI codegen tools that output snippets or templates, Caffeine was designed to produce end-to-end, live applications through natural language alone, directly deployed onto the ICP.

The result is a fundamentally new computing primitive: the self-writing internet. With Caffeine, the DFINITY Foundation bridges its long-term mission of a sovereign, decentralized internet with the emerging paradigm of AI-native software creation.

Key Features

  • Conversational App Creation
    Describe your idea, e.g. “Build a blog with payment integration” and Caffeine brings it to life in minutes, end-to-end, with no manual coding.

  • True On‑Chain Deployment
    Apps deploy as canisters within ICP, ensuring decentralization, tamper-proof security, and resilient uptime.

  • App Marketplace
    A built-in App Store lets users publish, clone, and subscribe to AI-generated apps—fostering an ecosystem of reusable, adaptable tools.

  • AI-Optimized Stack
    Designed for AI-first development, Caffeine leverages ICP’s orthogonal persistence to enable chat-speed upgrades and secure data integrity.

Recent News

On July 15, Caffeine AI officially launched at the Hello, Self-Writing Internet event in San Francisco. The DFINITY Foundation showcased the platform’s capabilities in front of a packed room of developers, investors, and technologists—demonstrating how full-stack web apps could be created and deployed live using nothing but natural language prompts. The event marked a major milestone for AI-native development and drew immediate attention across the crypto and builder communities.

The Future

Caffeine marks a shift to truly sovereign, decentralized app creation. By removing technical barriers, it empowers anyone with a smartphone and a vision to build and control web services. With full on-chain deployment, a dynamic app ecosystem, and upcoming public beta release, Caffeine aims to redefine how software is born, and owned, on the internet.

Watch the Self-Writing Internet Livestream here!

Watch a demo here!

📣 Trending on X

The House revote pushed forward major crypto legislation: stablecoin rules aimed at ensuring market stability, a comprehensive framework to clarify crypto markets.

Check out this cool demo- Transferring Bitcoin over Bluetooth between BitChat on Android and iPhone, both with native Cashu eCash wallets built in.

Michael Saylor claim the new standard is the Bitcoin standard. Only thing better than Bitcoin is more.

The Bitcoin golden cross just flashed again. Every past occurrence led to explosive gains and 2025 is shaping up no different.