With the most recent attempt at stabilization failing to result in a significant trend reversal, XRP is still trapped in a strong bearish structure. After moving sideways for the majority of July and the first part of August, the asset now trades at $1.03, perilously close to the psychologically significant $1 threshold.
XRP's path is unclearThe primary issue continues to be the moving-average structure. XRP is below each of the daily chart's four averages. The shorter averages at roughly $1.07 and $1.09 provide immediate resistance, which is followed by much stronger resistance at roughly $1.18. At about $1.37, the long-term moving average is still significantly higher.
XRP/USDT Chart by TradingViewThe general bearish setup is maintained by the negative slopes of all major averages. Sellers are also favored by momentum. The daily RSI is now below its signal average of 41.7, at about 38.3.
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Since XRP is not yet significantly oversold, there may be more declines before momentum reaches a clear exhaustion point. As a result, the critical support zone is between $1.00 and $1.03. Losing it would expose $0.95 and $0.90 and eliminate the last remaining psychological support.
In order to recover, XRP must first recover $1.07–$1.09. A significant structural improvement would be represented by a move above $1.18.
Zcash enters dynamic supportZcash's technical picture is significantly better. Despite recent consolidation, ZEC is still above every significant moving average on the daily chart, trading at about $505. The closest dynamic support is located at about $497, and the moving averages are at about $481 and $469.
ZEC/USDT Chart by TradingViewMore significantly, the long-term average at $421 is still rising. As long as buyers protect the $469–$481 range, this alignment makes ZEC's medium-term structure constructive. Rather than being overheated, momentum is neutral. The RSI is close to 52.6, just above its 49.5 signal line.
This allows ZEC to travel in any direction without the setup being hampered by an extreme momentum reading. Establishing a strong breakout above the $510–$520 range is the current challenge.
Recent candles indicate persistent reluctance in this area. Clearing it could reopen the $540–$560 range, where selling pressure was present during the previous July rally. After that, the next significant resistance is about $580. On the other hand, a decline below $469 would put the current bullish structure in jeopardy, while a loss of $497 would weaken the immediate setup.
ZEC is still technically superior to XRP for the time being. Although the price is above rising long-term support, buyers still need a breakout above $520 to resume significant upward momentum.
Can Ethereum (ETH) finally recover?Although Ethereum is making an effort to create a recovery structure around $1,900, the daily chart still shows ETH at a significant technical barrier. The asset is trading close to $1,905, almost exactly in opposition to the moving average at $1,923, which has consistently constrained upside since the June collapse.
ETH/USDT Chart by TradingViewSince the June low of about $1,550, short-term conditions have significantly improved. Since then, ETH has experienced higher lows and recovered the shorter moving averages at roughly $1,877 and $1,806. The former now serves as immediate support, but if the current consolidation breaks downward, the $1,800–$1,805 range is a more crucial level.
Although it has recently flattened, the RSI is currently at 54.8, above the neutral 50 level. This is consistent with price action: buyers are still in some control, but they have not created enough momentum to cause a breakout.
A daily close above $1,923–$1,950 is the first prerequisite. The psychological $2,000 level and, eventually, the long-term moving average around $2,143 could be reached if this area is cleared. Until then, ETH is still attempting to recover within a much more expansive bearish structure.
Bitcoin remains in consolidationWith increasingly compressed price action, Bitcoin is still consolidating around $64,800, indicating that the market is getting close to making another directional decision. After rising from roughly $58,000, Bitcoin has been able to maintain a relatively stable support structure by staying above its shorter moving averages around $64,239 and $63,343.
BTC/USDT Chart by TradingViewAdditionally, the RSI at 53.9 is still somewhat bullish without getting close to overbought territory. The overhead resistance is the issue. The $66,000–$67,000 range is the current barrier for Bitcoin since it is still below the falling moving average at $66,817.
The much stronger long-term average, at about $72,192, is located above that. The recovery would be strengthened and $70,000–$72,200 might be back in play with a strong break above $66,800.
But losing $63,300 would expose $60,000, followed by the June bottom at about $58,000, undermining the current higher-low structure. Bitcoin is not yet confirming a bullish reversal or breaking down. The larger trend will be limited until Bitcoin can firmly reclaim $66,800 and start challenging the $72,000 area, even though short-term momentum has recovered.
President Donald Trump at the White House (Jesse Hamilton/CoinDesk)Summary
Trump Media held 9,477 bitcoin at the end of June, down from 9,542 at the end of 2025, while the position's fair value fell to $557 million from $836 million.The company recorded $360.6 million in losses on digital assets and digital assets pledged during the first half of 2026, much of it unrealized.The results come days after Trump Media and Crypto.com scrapped plans for a publicly traded CRO treasury company and abandoned a separate ETF servicing partnership.Trump Media and Technology Group's (DJT) bitcoin holdings shrank during the second quarter of the year as falling crypto prices saddled the Truth Social parent with $360.6 million in losses in the first half of the year.
The company held 9,477.16 bitcoin BTC$63,940.84 with a fair value of $557.1 million as of June 30, according to its quarterly filing Monday. That's down from 9,542.16 BTC at the end of March, translating to a 65 BTC decline in holdings through the quarter.
Trump Media's Crypto.com-linked cronos CRO$0.04685 holdings remained unchanged at roughly 756.1 million tokens, but their fair value fell to $40.6 million from $68 million at the end of 2025.
A significant chunk of the company's bitcoin was also tied up as collateral. Trump Media, which is majority owned by the Donald J. Trump Revocable Trust, had 4,260.73 BTC pledged against convertible notes and another 2,077.34 BTC pledged for its bitcoin options strategy as of June 30.
U.S. President Donald Trump owns a significant stake in the trust, which is controlled by Donald Trump, Jr., one of the president’s children.
The results landed only days after Trump Media pared back parts of its crypto ambitions.
On Friday, Trump Media, crypto exchange Crypto.com and Yorkville Acquisition said they mutually terminated their proposed business combination to establish Trump Media Group CRO Strategy, a publicly traded company designed to build a large CRO treasury.
The companies cited "prevailing market conditions, and shifting business and stakeholder priorities." They also abandoned a separate partnership under which Crypto.com would have serviced certain planned Yorkville America exchange-traded funds, though Yorkville America said its existing and future ETF plans otherwise remain unchanged.
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Building the Zcash Machine: Tachyon and Quantum Readiness
Building the Zcash Machine: Tachyon and Quantum Readiness
Zcash’s Tachyon upgrade aims to scale shielded payments, improve quantum readiness, and test whether its funding, security, and governance can hold.
Jun 30, 2026
Zcash’s Tachyon upgrade aims to scale shielded payments, improve quantum readiness, and test whether its funding, security, and governance can hold.
Why it matters:
Zcash’s Tachyon upgrade aims to scale shielded payments, improve quantum readiness, and test whether its funding, security, and governance can hold.
Not financial or tax advice. PANews content is strictly educational and informational and is not investment advice, financial advice, tax advice, legal advice, or a solicitation to buy or sell any digital asset, security, or financial product. Do your own research and consult qualified advisers.
Disclosure. PANews may publish sponsored content, partner content, advertisements, affiliate links, event promotions, and market commentary involving Web3 projects, service providers, or financial products. PANews personnel, contributors, or affiliates may hold digital assets or other interests related to covered topics. See our Terms of Service.
Strategy CEO: Bitcoin alone fails to meet investor demands, leading the firm to adjust its strategy to build up cash reserves.
Strategy CEO Phong Le stated that the company currently holds $4.75 billion in cash reserves, sufficient to cover roughly 2.7 years of dividend payments. He added that while the firm had previously expected investors to highly value Bitcoin’s liquidity and long-term growth potential, after rolling out preferred stock products, it found institutional and short-term capital investors still prioritize cash liquidity. Strategy is transitioning from solely buying and holding Bitcoin to a broader digital credit business. The company has launched preferred stock products including STRC, providing an option for investors seeking Bitcoin-related returns while wanting to mitigate volatility. Le noted that though he would personally prefer holding Bitcoin, the successful operation of these preferred stock products will ultimately benefit MSTR and the company’s Bitcoin strategy. Le also said Strategy aims to become “the JPMorgan of digital finance,” envisioning that other firms could eventually develop new investment tools based on Strategy’s financial products, decentralized finance (DeFi) could further expand into various risk and return profiles, and channel more capital into Bitcoin. Currently, Strategy holds around 840,000 BTC, equivalent to roughly 4% of Bitcoin’s total 21 million token supply. Le remarked: “We have now become a bellwether and also the central bank of Bitcoin.” Furthermore, the company’s traditional software business remains on an upward trajectory, with software revenue rising 7% year-over-year and cloud subscription revenue growing 54%.
18 minutes ago
A crypto whale transferred a total of 774 BTC, valued at approximately $49.5 million, to FalconX and Cumberland.
According to monitoring by Onchain Lens, a crypto whale has transferred 500 BTC (valued at roughly $32 million) to FalconX, and 274 BTC (worth about $17.5 million) to over-the-counter (OTC) trading platform Cumberland. Another 500 BTC (approximately $32 million) was moved to a new address, with indications it may next be transferred to Galaxy Digital. The total value of the BTC involved stands at around $81.5 million.
18 minutes ago
Anthropic and Riot Strike $9.1 Billion AI Computing Power Agreement
According to Bloomberg, sources familiar with the matter revealed that AI startup Anthropic has entered into a $9.1 billion AI data center computing power agreement with Bitcoin mining firm Riot Platforms to meet the growing computing needs of its Claude users. Riot disclosed Monday that it will supply 191MW of computing power at its Rockdale, Texas campus to an AI developer, with a 20-year contract term. The sources confirmed the client is Anthropic. Riot stated the contract will run through June 2048, generating an estimated $9.1 billion in revenue, with options to extend the term by five years twice. If fully exercised, the total contract value could reach up to $16.1 billion. Following the news, Riot’s shares rose 25% in after-hours trading to $24.40, per market data from BIT (bit.com). Anthropic has recently signed a series of large-scale computing power agreements. The firm previously inked a $10 billion deal with infrastructure startup Volta Infra Holdings, and in May agreed to purchase nearly $45 billion in computing power from Elon Musk’s xAI to ease pressure from surging client demand. Riot, which was previously focused on Bitcoin mining, is shifting to AI and cloud computing infrastructure like many other crypto mining firms. It also announced another computing power construction deal with AMD earlier, and its data center business contributed to revenue growth in the second quarter.
18 minutes ago
China Securities Construction Investment: Unitree’s IPO Pricing Exceeds Expectations, Boosts the Robotics Sector
CITIC Construction Investment’s research report points out that Unitree’s IPO pricing exceeded expectations, which is expected to drive a valuation reshaping of core robot body manufacturers. Unitree’s IPO is priced at RMB 150.80 per share, corresponding to an issued market value of approximately RMB 61 billion, surpassing prior expectations and poised to reshape valuations for this segment. Domestic industry chain players are actively advancing multi-dimensional capability building in areas such as AI "brain", motion control "cerebellum", and robot "body", while exploring applications across industrial, commercial, and other scenarios. Their shipment volumes continue to expand, and as robots improve their generalization capabilities, their application scenarios are expected to further broaden. Physical AI is the next wave of artificial intelligence, with robots serving as one of AI’s most optimal physical carriers, reflecting clear industry development trends. Upcoming catalysts for the sector include the release and mass production progress of Optimus V3, new product launches by domestic robotics firms, IPO advances by robot companies, and application deployments. It is recommended to focus on high-quality segments within the space.
18 minutes ago
BlackRock: Bitcoin market sentiment is shifting, with a gradual decoupling trend from U.S. stocks emerging.
BlackRock’s Head of Digital Assets, Robert Mitchnick, said Bitcoin market sentiment has seen a “clear yet subtle” shift over the past month or so. Earlier this year, Bitcoin gradually decoupled from U.S. equities; prior to that, BTC had underperformed amid a rally in AI stocks, a decoupling that was once unfavorable for Bitcoin. Mitchnick noted that when AI stocks saw a sharp pullback in July, Bitcoin outperformed U.S. equities significantly. He views this decoupling as healthy, as many investors see Bitcoin as a diversification tool in portfolios and a potential hedge against tail risks facing other assets. He added that Bitcoin ETF investors as a whole remain dominated by fundamental-driven, long-term capital. In terms of fund flows, U.S. spot Bitcoin ETFs recorded net inflows for five consecutive trading days last week, totaling around $853.5 million, marking their best weekly performance since mid-April. Of this total, BlackRock’s IBIT saw net inflows of $693.7 million, accounting for over 80% of all spot Bitcoin ETF net inflows; Fidelity’s related ETFs recorded net inflows of $116.4 million, making up around 13% of the total. Mitchnick said Bitcoin has historically been highly volatile, having gone through five major boom-and-bust cycles so far, with prices at the end of each cycle significantly higher than the previous one, though the process is marked by extreme volatility.
18 minutes ago
Lambda has issued $917 million in loans for GPU procurement and AI infrastructure construction.
According to Bloomberg, Lambda, an AI cloud computing provider backed by NVIDIA, is seeking a $917 million leveraged loan to finance a NVIDIA-related chip procurement deal. The funds will go toward purchasing and installing GPUs and other infrastructure. Sources familiar with the matter noted that before the formal marketing phase, the loan has already attracted nearly $2 billion in indications of interest. Lambda is part of Neocloud, which offers AI chip and infrastructure leasing services. This financing follows the trend of AI infrastructure firms securing debt market funding for GPU purchases. Bloomberg data shows that global debt raised for AI expansion has approached $600 billion since last year. CoreWeave previously also secured financing via the institutional leveraged loan market, backed by customer contracts and chip-related assets. The Lambda loan is priced at a spread of up to 3.75 percentage points over the benchmark rate, with an issue price of roughly 99% of face value. The loan has a 4.4-year term—significantly shorter than the typical ~7-year term for institutional loans—and features a fully amortizing structure, allowing the debt to be repaid gradually over about 4 years to reduce lenders’ refinancing risk. A prepayment penalty applies if Lambda redeems the loan early. Morgan Stanley is leading the transaction, with the loan issued by Lambda Compute II LLC and Lambda Cloud Canada Inc. Lambda currently operates primarily in North America and uses NVIDIA chips exclusively; besides relying on third-party facilities, the company is also beginning to build its own data centers and has held preliminary discussions with banks about a potential IPO.
Coinglass data shows 75,626 traders were liquidated in the past 24 hours for $212.97 million. SoSoValue data shows net inflows of $98.9 million from spot Bitcoin ETFs on Friday. Spot Ethereum ETFs saw net inflows of $49.6 million. In the past 24 hours, top losers include Audiera, Algorand and Bitcoin SV. Notable Developments:
Rating Ethereum, Solana, XRP: Prominent Trader Says One’s a ‘Hold’ and One’s a ‘Beta Bet’ Is Bitcoin Ready To Explode? Here’s Why Crypto Is at a ‘Major Inflection Point’ Bitmine Buys 7,391 ETH for $14.3 Million, BMNR Down 2%: What’s Going On? Coinbase CEO Brian Armstrong Says ‘Crypto Doesn’t Get Enough Credit’ for Unlocking Global Financial Access With Stablecoins, DeFi and Bitcoin $65,000 Is Bitcoin’s Line in the Sand: Here’s How BTC Can Make the Leap Strategy Sells 1,690 BTC as MSTR Rejects $105 Level For the Third Time Trader Notes:
Trader KillaXBT noted Bitcoin local tops and bottoms often form after multiple liquidity sweeps, where price triggers stops and traps traders before reclaiming the range.
The analyst argues these deviations typically occur when conviction is weakest, causing traders to react late and position in the wrong direction.
Full-time trader Justin Bennett predicts Bitcoin needs a sustained break above $65,400 to open a move toward $67,300-$69,000.
He expects a relief rally to sweep July highs before potentially setting up the next leg lower in September.
Image: Shutterstock
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Aug 10th, 2026
ETFs Look Safer After Bitcoin Hack, Small Caps | ETF IQ 8/10/2026
"Bloomberg ETF IQ" focuses on the opportunities, risks and current trends tied to the trillions of dollars in the global exchange traded funds industry. Today's guests: JPMorgan Investment Management Chief ETF Strategist Jon Maier, BlackRock Head of Digital Assets Robert Mitchnick, Avantis Investors CIO Eduardo Repetto, and Raymond James Vice President of ETF Strategy Mayuranki De.
CBOE: The Exchange proposes to list and trade shares of 3x Gold ETF, 3x Silver ETF, 3x Bitcoin ETF, 3x Ether ETF, 3x Crude Oil ETF, and 3x Natural Gas ETF (each, a "Fund" and together, the "Funds"), each a series of the VS Trust (the "Trust"), under BZX Rule 14.11(e)(4), which sets forth generic listing standards for Commodity-Based Trust Shares
Robinhood Markets on Monday said it will start offering crypto trading in the UK, giving users access to over 50 cryptocurrencies including Bitcoin, Ethereum, XRP, and Hyperliquid. The all-in-one app will offer crypto trading through Bitstamp UK this week. HOOD stock jumps in premarket hours.
Robinhood Announces Crypto Trading Launch via Bitstamp in the UK Robinhood has begun rolling out crypto trading to eligible UK customers via Bitstamp, adding more than 50 crypto assets to its app. This also includes stocks, ISAs, options, and futures as Robinhood continues to expand its broader crypto ecosystem.
As part of the launch, Robinhood will charge zero trading fees, no account maintenance fees, and no custody fees. However, users must pay a 0.1% foreign exchange fee, which could increase to 0.3% for certain weekend conversions.
However, crypto holdings through Bitstamp UK are not covered by the Financial Services Compensation Scheme or the Financial Ombudsman Service.
The firm also introduced “Robinhood Cortex Digests for Crypto,” a generative AI-powered tool that analyses breaking news, market data, technical indicators and Robinhood’s insights. The AI service helps explain the key factors driving price movements of individual crypto assets on a given day.
“Our new product provides a transparent, low-cost alternative to many incumbent U.K. platforms, which often rely on opaque pricing structures and apply wide spreads that can erode customers’ returns,” Robinhood said.
The launch comes as Robinhood secured crypto registration in UK from the Financial Conduct Authority (FCA). It enabled Robinhood’s UK business to operate legally and meet UK anti-money laundering (AML) requirements.
HOOD Stock Jumps HOOD stock price climbed 0.77% to above $94 as Robinhood continues to expand services. The stock closed 2.84% higher at $93.29 on Friday after moving in the $92.52-$95.75 range.
The stock has surged nearly 8% after reporting its Q2 earnings. While earnings beat Wall Street estimates, crypto transaction revenue dropped to $100 million. However, Robinhood’s launch of crypto trading in the UK could boost its crypto revenue.
Bernstein maintained a $160 price target on HOOD stock, implying about 85% further upside. The firm pointed to Robinhood Chain, tokenized stocks, Bitstamp, and Robinhood Earn as new growth areas.
For investors seeking on-chain exposure to traditional equities, check the best exchanges for tokenized stocks that provide a secure bridge to hybrid digital assets.
A long-dormant Bitcoin investor who had not accessed their holdings for over 12 years transferred their entire balance, worth $1.76 million, to a new wallet as the new week began. The move set the crypto market abuzz, reflecting renewed activity among early adopters in a period of heightened security concerns.
Whale moves nearly 27 BTC after a decadeGalaxy Research, a digital asset analytics firm specializing in blockchain data, detected the transaction at 07:03 UTC in block #961845. The wallet, identified as “14vMECU9ta5sUrBhbUUnPmDjtx8Vqm6Eum”, had remained untouched since January 2014 after acquiring 26.96 BTC. At the time, Bitcoin traded at approximately $803 per coin.
The coins were initially transferred into the wallet through a series of complex transfers from unidentified sources. The owner had not engaged in any activity with the wallet until today. When the coins moved, their value had grown to $1.76 million, with the original investment booking an unrealized profit of $1.73 million. The return amounts to roughly 7,975% over the 12-year period.
EventDateBTC PriceBTC AmountTotal ValuePurchaseJan 2014$80326.96$21,650TransferAug 2026$65,30626.96$1,760,000Despite the substantial sum involved, the Bitcoin network charged the investor a fee of just 0.00000176 BTC, or $0.11, to process the transaction.
Security breach spurs market-wide concernThe sudden awakening of this large Bitcoin wallet followed close on the heels of a significant security incident affecting Coldcard hardware wallets. Hackers reportedly exploited a vulnerability, draining more than $116 million from thousands of addresses. This breach has triggered widespread anxiety among longtime Bitcoin holders, prompting several to quickly move their assets to more secure storage solutions or regulated channels.
Recent data shows spot Bitcoin exchange-traded funds recorded $80 million in inflows over the last four trading sessions, reflecting a rush to secure and regulated products during a period of heightened risk.
Mini dictionary: Coldcard is a hardware wallet manufacturer specializing in Bitcoin security. Its devices are popular among long-term holders for storing digital assets offline and away from potential online threats.
Switch to SegWit wallet highlights intentBlockchain analysis suggests the investor’s goal was upgrading wallet security instead of selling. The BTC were moved from a Legacy address beginning with “1” to a Nested SegWit format address starting with “3”. The SegWit (Segregated Witness) protocol enables more efficient transactions and lower fees by compressing data.
Nested SegWit addresses, also called P2SH (Pay-to-Script-Hash), facilitate partial compatibility with older wallet services while improving transfer efficiency. This wallet standard allows users to reduce transaction fees by around 20% to 40% compared to traditional addresses.
The transferred 26.96 BTC now reside at “3B5sQNx7xoXpZGhU2DizZSXH6HWtjrh1wp”, where the funds have yet to move again. Crypto market participants are watching the wallet for any further activity, since sending these coins to an exchange could influence Bitcoin price dynamics.
Over 26.9 BTC purchased in early 2014 for just $21,650 were moved to a higher-security SegWit wallet, while the fee for the entire transaction amounted to only $0.11 despite market concerns following a hardware wallet breach.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
The Bitcoin Improvement Proposal (BIP)-110 appeared to stall at the weekend, when the nodes that support the proposal broke away from the main network and produced the chain split people had been warning about — a tiny, stalled one.
The split came Saturday at block 961,632, when the proposal entered its mandatory signaling window. Nodes running BIP-110 software began rejecting any block that failed to signal support through version bit 4. When the first block at that height arrived without the signal, those nodes rejected it and peeled away onto a separate chain.
And it has gone almost nowhere since.
A pseudonymous mining group called Roughnecks produced both BIP-110 blocks — heights 961,632 and 961,633 — using Ocean’s DATUM protocol, then stopped. By Sunday afternoon the enforcing branch remained stuck at 961,633 while Bitcoin’s dominant chain had advanced to 961,744, a gap of 111 blocks and roughly 17 hours without a new block on the fork.
The support was never there. Only 51 of the 2,016 blocks in the preceding difficulty period signaled for the proposal, about 2.53%, against the 55% threshold needed for voluntary lock-in. Since the mandatory window opened, none of the first 113 blocks on the dominant chain have signaled.
Bitcoin’s difficulty adjustment compounds the problem. The fork inherited the main chain’s difficulty but commands a negligible share of hashpower, and cannot make mining easier until it completes a full 2,016-block period. Estimates of how long that would take range from under a year to decades, depending on the hashrate assumed.
BIP-110, formally the Reduced Data Temporary Softfork, would have capped arbitrary data in transactions for roughly a year, targeting Ordinals inscriptions and oversized OP_RETURN payloads.
Michael Saylor and Blockstream’s Adam Back both opposed it publicly, objecting less to the goal than to an activation method they argued invited exactly this outcome. Saylor wrote Sunday that Bitcoin had worked as designed, putting 99.85% of hashpower on the main chain.
Mining company Ocean, whose team supported the proposal, informed clients that some miners using Ocean’s Stratum templates may have believed they were mining on Bitcoin while their hashrate was directed to the new BIP-110 chain.
The company said it would reimburse miners affected with rewards they would have earned on the non-BIP-110 chain during that window.
Mathew Di Salvo
Mathew is a reporter who's covered the space since 2019, reporting on everything from Salvadoran president Nayib Bukele's Bitcoin bet to crypto exchange FTX's bankruptcy.
Viewpoint: The current selling pressure on Bitcoin mainly stems from Binance and OKX, while Coinbase and the futures market continue to accumulate Bitcoin.
Analysts attribute the recent drop in Bitcoin’s price primarily to net selling activity on Binance and OKX’s spot markets. The net selling volume on both exchanges continues to swell, representing a major source of downward pressure for the current market. By comparison, Coinbase’s spot market has remained in net buying territory, suggesting that some institutional capital is still accumulating Bitcoin on dips. At the same time, buying momentum in Bitcoin’s futures market is strengthening rapidly. Data indicates that amid the price correction, large investors (whales) in the futures space are consistently purchasing Bitcoin, signaling that some funds are leveraging the downturn to open long positions.
7 minutes ago
Spot silver breaks through $65 per ounce, rising 2.66% on the day.
According to Bitget market data, spot silver has broken above $65 per ounce, gaining 2.66% intraday. Spot gold is currently trading at $4360.96, up 0.46% on the day.
7 minutes ago
A market maker questions whether BitMart is insolvent, alleging the exchange previously induced users to lock their funds, and that funds can no longer be withdrawn.
OpenGradient co-founder Matthew posted that his market maker (MM) team’s funds on the BitMart exchange are currently unavailable for withdrawal, reportedly due to the platform being insolvent. Matthew noted that BitMart still required token holders to lock their assets on the exchange a week before halting related services, describing the move as “shocking”. He argued that BitMart’s prior push for users to lock assets was essentially aimed at securing liquidity. To date, BitMart has not responded to the related allegations. The incident has sparked community concerns over fund security, asset custody, and liquidity management risks associated with centralized crypto exchanges.
7 minutes ago
New AI chatbot from San Francisco exposed as relying entirely on human responses, with its founder personally writing all the answers by hand.
A new "AI chatbot" named ChatTJB has recently emerged in San Francisco, USA, but the "AI" behind it is not Artificial Intelligence—it refers to an Average Individual. Created by artist and former Google employee Tucker Bryant, ChatTJB operates by having Bryant personally read, contemplate, and manually respond to every question users submit. Its website dubs the project "Artisanal Intelligence," defining it as a "Single-Operator Large Language Experience (LLE)." Bryant stated the project aims to satirize users' overreliance on AI chat tools. He noted that as AI tools like ChatGPT grow in popularity, people are increasingly prone to accepting seemingly confident, polished answers while reducing independent thinking. ChatTJB is designed to deliberately lower efficiency, allowing users to rediscover the experience of waiting, uncertainty, and the thinking process. "It's not anti-AI—it's about encouraging people to rethink," he added. Besides text responses, ChatTJB also fulfills users' image generation requests with hand-drawn illustrations. The project's website explicitly clarifies that it is a satirical public art project, not an actual AI product. Bryant hopes that after experiencing ChatTJB, users will pause to reflect when encountering AI-generated content in the future: A smooth and confident answer does not necessarily mean a correct one.
7 minutes ago
Serenity questions the professionalism of Barron's report on the optical module industry, pointing out that the complex supply chain analysis was assigned to a reporter with no technical background.
Serenity stated in a post that financial publication Barron’s may have underestimated the analytical complexity of the optical communications sector when planning to report on optical module supply chain firms such as AAOI. Serenity noted that the optical module industry involves complex technical and commercial factors including supply chain structure, CW laser bottlenecks, internal capacity planning, revenue growth trajectories, and margin forecasts, requiring a background in engineering and industrial research. Serenity quipped that Barron’s hired a new recruit from a non-profit communications consulting role for the relevant position, then tasked them with building revenue and profit models, analyzing supply bottlenecks and capacity on their first day on the job. The new hire likely found the analysis of the complex semiconductor and optical communications industry chain "hard to grasp" and labeled the related companies as "meme stocks". Serenity criticized that if media outlets themselves lack an understanding of industry logic, their coverage will ultimately revolve around market sentiment and hype labels rather than delivering in-depth industry analysis.
The proposed Bitcoin Improvement Proposal BIP-110 has stalled after miners overwhelmingly declined to support the initiative over the weekend, causing a brief but quickly halted chain split.
Chain split and miner responseThe split began at block 961,632, triggered when the mandatory signaling window for BIP-110 opened. At that point, nodes running the BIP-110 upgrade started rejecting any block not signaling support through version bit 4. As soon as a non-signaling block was mined, those nodes diverged, forming a separate chain.
However, progress on this BIP-110 chain quickly stalled. The pseudonymous mining group Roughnecks produced both blocks at heights 961,632 and 961,633, utilizing the DATUM protocol from Ocean Mining. After these two blocks, mining activity halted on the forked chain. By Sunday afternoon, the BIP-110 chain was stuck at block 961,633, while the main Bitcoin chain continued to block 961,744—a gap of 111 blocks over about 17 hours.
Support for BIP-110 within the mining community remained minimal. Out of the 2,016 blocks in the previous difficulty adjustment period, only 51 blocks signaled for BIP-110, amounting to just 2.53%. This figure fell far short of the proposal’s 55% threshold required for voluntary lock-in. During the mandatory window, none of the first 113 blocks on the main chain signaled for BIP-110.
ChainLatest Block HeightNumber of Signaling Blocks (Prior Period)Support Threshold NeededMain Bitcoin chain961,7445155%BIP-110 fork961,6335155%Technical hurdles and proposal detailsThe attempted fork faced additional difficulty due to the way Bitcoin’s proof-of-work mechanism operates. Because the BIP-110 chain inherited the same mining difficulty as the main chain, but held only a negligible portion of the overall hashpower, mining on the forked chain became nearly impossible. The protocol requires completion of an entire 2,016-block period before a new difficulty adjustment can occur. Estimates on how long it might take for the forked chain to reach this point ranged widely from less than a year to multiple decades, depending on how much mining power shifts over.
BIP-110, known formally as the Reduced Data Temporary Softfork, aimed to cap arbitrary data in Bitcoin transactions for approximately one year. The measure targeted the growing use of Ordinals inscriptions and large OP_RETURN payloads, which allow users to embed non-financial data into the blockchain.
Mini dictionary: Ordinals inscriptions, a relatively recent trend on the Bitcoin network, enable users to inscribe arbitrary data such as images and text onto individual satoshis, the smallest unit of Bitcoin. This has sparked debate due to its impact on network congestion and block size.
Industry reaction and miner reimbursementsProminent industry figures expressed opposition to BIP-110 and its activation method. MicroStrategy co-founder Michael Saylor and Blockstream CEO Adam Back both raised concerns about the process, suggesting the approach risked causing precisely the type of chain split that occurred. Saylor argued that Bitcoin’s consensus mechanism had functioned as intended, keeping 99.85% of hashpower on the main chain.
Michael Saylor said Bitcoin continued to operate as designed, with the overwhelming majority of miners—99.85%—remaining on the dominant chain during the chain split event.
Ocean Mining, a company that supported the BIP-110 initiative, notified clients that some miners using its Stratum templates may have unknowingly contributed their hashpower to the new fork, believing they were supporting the original Bitcoin chain. Ocean committed to reimbursing affected miners with the rewards they would have received if they had continued mining on the main chain during the relevant period.
Ocean Mining stated it would compensate any miners impacted by the hashpower redirection to the BIP-110 fork, ensuring they receive the block rewards they would have earned on the non-BIP-110 chain during that period.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
A Brazilian company that barely existed two years ago now holds roughly $255 million worth of Bitcoin, making it the largest corporate Bitcoin treasury in Latin America and one of the top 25 among public companies globally.
OranjeBTC, trading on Brazil’s B3 exchange under the ticker OBTC3.SA, has accumulated 3,950 BTC as of early August 2026. The company went public less than a year ago with around 3,650 BTC. It has been buying steadily ever since.
The company behind the stack OranjeBTC was founded by Guilherme Gomes, a former partner at Bridgewater Associates. The company went public in October 2025 through a reverse IPO, acquiring the educational platform Intergraus to gain its B3 listing.
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Its average cost basis sits at approximately $105,000 per BTC, which means the company has been acquiring through what has been a sustained high-price environment rather than buying at cycle lows.
The investor list includes Adam Back, the cryptographer whose work Bitcoin’s proof-of-work mechanism is directly based on. So are the Winklevoss twins, who have been institutional Bitcoin advocates since 2013. Ricardo Salinas Pliego, the Mexican billionaire who has publicly called Bitcoin his second-largest personal asset, is also involved.
The STRC move and what it signals In March 2026, OranjeBTC became the first public company to hold STRC, Strategy’s variable-rate perpetual preferred equity, on its balance sheet.
Strategy, formerly MicroStrategy, pioneered the corporate Bitcoin treasury playbook under Michael Saylor. Perpetual preferred equity with a variable rate pays ongoing dividends and never matures. The company still holds Bitcoin as its primary reserve, and STRC represents a secondary position rather than a pivot.
Why LatAm matters for this story OranjeBTC also has ADR availability under the ticker ORNJY, meaning US investors can access the stock through American depositary receipts without touching Brazilian markets directly.
What to watch from here OranjeBTC currently ranks around 23rd among public companies by Bitcoin holdings worldwide.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Bitcoin’s mining difficulty has fallen roughly 19% from its November 2025 peak, a decline so steep it hasn’t been matched since China effectively kicked every miner out of the country in 2021. The metric, which automatically adjusts every 2,016 blocks to keep Bitcoin’s block production steady, dropped from approximately 155.97 trillion to 126.23 trillion as of the July 25, 2026 adjustment.
That makes this only the second time in Bitcoin’s history that mining difficulty has dipped below where it stood a full year earlier. The first was the China exodus.
What’s driving the drop Bitcoin has been trading consistently below $65,000, squeezing margins for operators who were already grappling with the April 2024 halving that slashed block rewards from 6.25 BTC to 3.125 BTC. Two recent adjustments tell the story clearly. On July 11, difficulty dropped 5%. On July 25, it fell another 0.74%. These followed a string of negative adjustments through June and July that collectively represent the third-steepest decline in the ASIC mining era.
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Network hashrate has slid to approximately 868 EH/s by July 29.
Miners are selling and pivoting Public mining companies, including Hut 8, Core Scientific, and TeraWulf, sold over 32,000 BTC in the first quarter of 2026 alone just to keep the lights on. These are infrastructure-heavy businesses making calculated decisions that their operating costs exceed their revenue at current Bitcoin prices.
Many are repurposing their facilities, specifically their power contracts and cooling infrastructure, for artificial intelligence and high-performance computing workloads. Core Scientific has been among the most aggressive in this shift, having already begun converting significant capacity toward AI hosting.
Historical context matters The 2021 China ban wiped out roughly half of Bitcoin’s hashrate almost overnight. Within about six months, hashrate had fully recovered as miners set up operations in the US, Kazakhstan, and elsewhere.
This time, the decline isn’t driven by a single regulatory shock but by sustained economic pressure. Sub-$65,000 Bitcoin combined with post-halving economics has created a slow squeeze rather than a sudden crackdown.
What this means for the network and investors For Bitcoin as a protocol, declining difficulty is the system working as designed. The adjustment mechanism ensures that when miners leave, blocks keep getting produced roughly every ten minutes.
The 32,000 BTC sold by public miners in Q1 2026 represents a supply overhang the market has already had to absorb. Below $65,000, the pressure continues. A sustained move above that level could stabilize the remaining mining operations and slow the exodus.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Bitdeer's shares (BTDR) sank over 15% on Monday after the Bitcoin miner and artificial intelligence infrastructure provider posted strong revenue growth across both verticals.
The company also posted a net loss of $92.3 million, a 47% increase year-over-year, as electricity costs, depreciation, R&D, administration and interest expenses all rose.
Bitcoin mining surged nearly 400% with Bitdeer producing 2,694 BTC during the quarter, versus 565 BTC through the same period in 2025. The company closed the quarter holding only 150 BTC, signaling it sold its newly mined Bitcoin amid the cryptocurrency dropping below $60,000 during the quarter.
Overall, Bitdeer's total revenue climbed to $229 million, a 47% increase, with AI cloud revenue jumping tenfold to $14 million.
The company has increasingly positioned itself as a provider of AI infrastructure in recent quarters, expanding beyond its core bitcoin mining business.
"The second quarter reflected steady progress across our platform," Bitdeer CFO Michael Potter said in a statement. "Our AI Cloud revenue continues to scale, alongside our mining business as our SEALMINER fleet comes online."
Bitdeer's recently announced a 16-year, $4.7 billion AI data center agreement at its Tydal campus in Norway.
"Earlier this month, we converted a meaningful portion of our power portfolio into long term, contracted revenue with the Tydal, Norway agreement, our first large-scale proof point for the colocation strategy we plan to continue to build upon," Potter said.
Potter, previously at gaming hardware manufacturer Corsair Gaming, took over as Bitdeer's chief financial officer in May.
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As Bitcoin surpassed $65,000 during the day, CryptoQuant CEO Ki Young Ju offered new insights regarding BTC.
At this point, Ki Young Ju stated that the relationship between Bitcoin and gold has begun to strengthen again. According to Ju, the relationship between BTC and gold has returned to the levels seen during the period when Bitcoin was considered ‘digital gold’.
Is Bitcoin Returning to the Era of “Digital Gold”? CryptoQuant CEO X published a chart from their account showing the 90-day Pearson correlation coefficient between Bitcoin and gold. According to the shared CryptoQuant data, the correlation quickly recovered and rose above 0.6.
A correlation coefficient close to 1 between gold and Bitcoin indicates a stronger tendency for the price movements of the two assets to move in the same direction, while values below 0 indicate that they are moving in opposite directions.
At this point, according to the chart, the correlation between Bitcoin and gold remained generally in a positive range until last year, but showed a sharp decline from the end of last year, falling to approximately -0.8 at the beginning of this year. This has caused the movements of the two assets to diverge significantly.
Because while the price of gold was rising during that period, Bitcoin showed a different trend and experienced a decline.
According to the renowned CEO’s post, the correlation coefficient between the two assets has recently recovered rapidly, returning to positive territory. This means that Bitcoin and gold have recently shown a strong tendency to move in the same direction again. Furthermore, Ju’s recent assessment suggests that with the renewed strengthening of the price relationship between Bitcoin and gold, the “digital gold” narrative for BTC may resurface.
A Short-Term Peak May Form in Bitcoin! Crypto analytics company CryptoQuant, in its latest report, assessed that Bitcoin could continue its upward trend in the short term, forming a peak, before experiencing a deeper decline.
According to CryptoQuant analysts, in their analysis based on Elliott Wave theory, BTC is approaching a short-term peak in the $66,317-$68,965 range and may then face a deeper decline.
Analysts noted that the downward “i~v” wave pattern, which represents the five sub-waves used in Elliott Wave analysis, indicates that a broader bear market trend is still strong.
In this context, analysts suggest that the current recovery in Bitcoin could be part of a downward movement within a bear market structure. According to analysts, if the expected peak is reached, the final “V” wave could begin, and a new wave of selling could be seen in BTC.
They also added that on-chain indicators support the downside risk.
CryptoQuant analysts also noted that although Bitcoin is forming higher peaks, the MACD indicator is showing a bearish trend. The RSI has also moved into the overbought region.
This indicates that while the price is rising, the momentum is not strengthening to the same extent.
Analysts also added that the next major target they are watching in a downward scenario is $51,336.
*This is not investment advice.
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Strategy just sold Bitcoin—again. The world’s foremost digital asset hoarder announced on Monday that it unloaded 1,690 Bitcoin, or nearly $109 million, using the proceeds to buy back one of its preferred-stock products rather than expanding its treasury. The sale comes seven weeks after Strategy made its last purchase, according to the company’s catalog of crypto transactions. After the announcement, Strategy’s shares fell 1.5% at market open but quickly rebounded to $100. Bitcoin’s price briefly dropped 1% before climbing back to $64,700, according to CoinGecko.
Monday’s sale marks the second time this month that Strategy has sold Bitcoin. On Aug. 3, the company sold roughly $105 million worth of the cryptocurrency. Since announcing in late June that it could sell up to $1.25 billion in Bitcoin to build its cash reserves, Strategy has now sold the asset on four separate occasions.
The sales mark a sharp shift for a company whose strategy has long centered on accumulating—not selling—Bitcoin. Michael Saylor, Strategy’s executive chairman, began adding the cryptocurrency to the balance sheet of his cybersecurity firm, then known as MicroStrategy, in 2020. The company’s holdings have since grown to roughly $54 billion, which represents about 4% of the total Bitcoin supply, according to the company’s own data.
Strategy has reversed course in recent months as Bitcoin’s price and the company’s own shares have declined. Since the Oct. 10 crash, which wiped out more than $19 billion in leveraged crypto positions, Bitcoin has fallen nearly 43% and MSTR shares have dropped almost 70%. Because Strategy traditionally funds its Bitcoin purchases by selling common and preferred stock and issuing convertible debt, it has moved to build up its dollar reserves to show investors it can meet its cash obligations even if markets remain volatile. Against that backdrop, CEO Phong Le praised the company’s latest Bitcoin sale.
“Our USD Reserve and Duration are now at all-time highs. In 2.5 months, we added nearly $3.8 billion and grew both more than 5X,” he said in a social media post.
Strategy is not alone in feeling the fallout from the broader crypto downturn. Over the past year, a wave of imitators loaded public-company balance sheets with cryptocurrencies in hopes of sparking stock rallies, but that trade has since soured. Solana-focused Solmate has lost nearly all of its value, saddling investors with steep paper losses, while Cantor Fitzgerald’s BSTR Bitcoin vehicle has struggled to keep its SPAC deal afloat amid waning investor appetite.
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BlackRock Canada launched two exchange-traded funds Monday, including a portfolio that combines globally diversified equities with a 3% allocation to Bitcoin.
The two funds, which began trading on the Toronto Stock Exchange, are the iShares Equity + Bitcoin ETF Portfolio (IBQT) and the iShares Core MSCI All-International Equity Index ETF (XINT).
IBQT allocates 97% of its portfolio to Canadian, US, international and emerging-market equities and 3% to Bitcoin (BTC) exposure through BlackRock’s Canadian iShares Bitcoin ETF (IBIT), which trades on Cboe Canada. Rather than investing in individual stocks, IBQT primarily holds other iShares ETFs to provide its equity and Bitcoin exposure.
XINT tracks the MSCI ACWI ex North America IMI Index, providing exposure to more than 5,000 companies across over 40 developed and emerging markets outside Canada and the US.
Both funds are managed by BlackRock Asset Management Canada through the RBC iShares alliance. BlackRock said its iShares business managed approximately $6.2 trillion in assets across more than 1,700 ETFs as of June 30.
The asset management giant’s US-listed iShares Bitcoin Trust (IBIT) is the largest US spot Bitcoin ETF by assets under management, with about $47.9 billion in AUM, according to CoinMarketCap data.
Top five US spot Bitcoin ETFs by AUM. Source: CoinMarketCap
Magazine: BIP-110 ends with a whimper, CLARITY vote punted: Hodler’s Digest, Aug. 9
Cointelegraph is committed to independent, transparent journalism. This news article is produced in accordance with Cointelegraph’s Editorial Policy and aims to provide accurate and timely information. Readers are encouraged to verify information independently.
BlackRock Canada launched two exchange-traded funds Monday, including a portfolio that combines globally diversified equities with a 3% allocation to Bitcoin.
The two funds, which began trading on the Toronto Stock Exchange, are the iShares Equity + Bitcoin ETF Portfolio (IBQT) and the iShares Core MSCI All-International Equity Index ETF (XINT).
IBQT allocates 97% of its portfolio to Canadian, US, international and emerging-market equities and 3% to Bitcoin (BTC) exposure through BlackRock’s Canadian iShares Bitcoin ETF (IBIT), which trades on Cboe Canada. Rather than investing in individual stocks, IBQT primarily holds other iShares ETFs to provide its equity and Bitcoin exposure.
XINT tracks the MSCI ACWI ex North America IMI Index, providing exposure to more than 5,000 companies across over 40 developed and emerging markets outside Canada and the US.
Both funds are managed by BlackRock Asset Management Canada through the RBC iShares alliance. BlackRock said its iShares business managed approximately $6.2 trillion in assets across more than 1,700 ETFs as of June 30.
The asset management giant’s US-listed iShares Bitcoin Trust (IBIT) is the largest US spot Bitcoin ETF by assets under management, with about $47.9 billion in AUM, according to CoinMarketCap data.
Top five US spot Bitcoin ETFs by AUM. Source: CoinMarketCap
Magazine: BIP-110 ends with a whimper, CLARITY vote punted: Hodler’s Digest, Aug. 9
Cointelegraph is committed to independent, transparent journalism. This news article is produced in accordance with Cointelegraph’s Editorial Policy and aims to provide accurate and timely information. Readers are encouraged to verify information independently.
The old traditional portfolio split is looking a little less fashionable in the era of youngsters these days. The data reflects younger investors looking beyond stocks and bonds, with alternatives like crypto’s taking a much larger slice of portfolios, according to Grayscale research.
Alternatives Have Quietly Taken More Portfolio SpaceThe global alternatives market has grown nearly seven-fold since the 2008 Global Financial Crisis. Private equity, private credit, hedge funds, real assets and crypto now represent a larger share of global portfolios.
The generational split is even more striking. A BofA survey of high-net-worth individuals found that investors aged 21 to 43 allocate 53% of their portfolios outside traditional stocks and bonds, compared with just 26% among those over 44. That’s a sizeable difference, and it matters as wealth changes hands.
Younger Investors Could Reshape Crypto DemandMore than $100 trillion is expected to transfer to younger generations over the coming years. If those investors maintain their stronger preference for alternatives, crypto could benefit from a broader shift in portfolio allocation. Still, preference alone doesn’t move capital. Access matters, too.
Alternatives have become easier to reach through new products and platforms that reduce the infrastructure and expertise historically required. Crypto has followed the same path, with regulated investment products such as Bitcoin exchange-traded products (ETPs) and institutional market infrastructure creating more familiar routes into the asset class.
Easier Access Could Keep Pulling Capital InThe combination is straightforward: younger investors show a stronger appetite for alternatives, while access to those markets has become simpler.
Grayscale also points to strong historic returns as another factor that has helped attract capital to alternative assets. That doesn’t guarantee crypto gets the next wave of transferred wealth, but the demographic shift is difficult to ignore.
For younger investors looking beyond stocks and bonds, the growing accessibility of alternatives could provide a durable tailwind for crypto if their allocation preferences persist.
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Trust with CoinPedia:CoinPedia has been delivering accurate and timely cryptocurrency and blockchain updates since 2017. All content is created by our expert panel of analysts and journalists, following strict Editorial Guidelines based on E-E-A-T (Experience, Expertise, Authoritativeness, Trustworthiness). Every article is fact-checked against reputable sources to ensure accuracy, transparency, and reliability. Our review policy guarantees unbiased evaluations when recommending exchanges, platforms, or tools. We strive to provide timely updates about everything crypto & blockchain, right from startups to industry majors.
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Bitcoin (BTC) slipped below $64,500 after Monday’s Wall Street open as markets digested more US-Iran uncertainty.
Key points:
Bitcoin joins US stocks in selling off amid uncertainty over whether the Strait of Hormuz will reopen.The Japanese yen commands attention as it slides back toward historic lows against the dollar.Bitcoin analysis doubts market strength despite “exceptionally strong” institutional inflows.
Iran warns “no military solution” to Hormuz closureData from TradingView showed BTC/USD hitting $64,447 on Bitstamp, its lowest since Friday, before a modest rebound.
This mirrored US stocks, which initially fell as the odds of the Strait of Hormuz oil route reopening appeared to fade.
Addressing Iran’s Islamic Consultative Assembly, deputy speaker Ali Nikzad said that the “opening of the Strait of Hormuz has no military solution,” as quoted by Al Jazeera and others.
US WTI crude oil was up by almost 5% on the day at $80.90 per barrel at the time of writing, while the S&P 500 index nonetheless reversed to turn green, still below Friday’s all-time highs.
CFDs on US WTI crude oil one-hour chart. Source: Cointelegraph/TradingView
Attention also remained focused on the Japanese yen, which continued to weaken against the US dollar despite an earlier rare joint intervention by Japan and the US. USD/JPY hit 159 on Monday, nearing the psychological boundary of 160 before the end of the week’s first Asia session.
Economist Mohamed El-Erian warned that more decisive government policy action from the Japanese side would be required.
“The yen has been weakening gradually since the large joint Japan-US FX intervention, a sharp reminder that the key to fixing a currency ‘mispricing’ is getting the policy mix right. The longer Japan delays in doing so, the more elusive the goal of this historic intervention becomes,” he wrote in a post on X.
Bitcoin comeback “tentative” despite $865 million ETF inflowsBitcoin analysts warned that the attempted BTC price rebound “remains tentative” despite some promising signals.
Glassnode’s latest Market Pulse update highlighted weak spot-market momentum as one key missing component of a sustainable recovery.
“Momentum has returned toward neutral and spot taker buying has accelerated sharply, but overall centralized exchange turnover remains subdued,” the onchain analytics platform said. It added:
“This divergence points to improving demand within a broader consolidation regime rather than a broad-based expansion in speculative activity.”Among the positive catalysts were institutional inflows, which Glassnode noted were “exceptionally strong.” Last week, the US spot Bitcoin exchange-traded funds (ETFs) recorded net inflows of $865.3 million, per data from UK-based investment company, Farside Investors.
US spot Bitcoin ETF netflows (screenshot). Source: Farside Investors
Data from onchain analytics platform CryptoQuant, meanwhile, showed that hedge funds had flipped net long CME BTC futures — an event that CEO Ki Young Ju described as “rare.”
“The basis trade keeps them structurally short. That’s why this chart’s been red for years. You can’t carry trade into a net long. The suits are betting on upside,” he told X followers.
CME Bitcoin futures positioning data. Source: Ki Young Ju on X.com
This article is produced in accordance with Cointelegraph's Editorial Policy and is intended for informational purposes only. It does not constitute investment advice or recommendations. All investments and trades carry risk; readers are encouraged to conduct independent research.
Bitcoin treasury company Strategy on Monday announced that it again sold Bitcoin last week, and used the cash to buy back its preferred stock.
In a filing with the Securities and Exchange Commission, the Nasdaq-listed company said it sold 1,690 coins for $108.6 million, bringing its holdings to 840,447 coins, down from 842,138 it had the week before.
The cash, Strategy said, went to buying 1,152,020 STRC shares worth $109 million as part of a buyback program. STRC in June fell far below the $100 stated amount.
Strategy increased its USD Reserve by $650M and repurchased $109M of $STRC. This increased USD Duration by 143 days to 2.7 yrs and tightened STRC's BTC Credit by 10 bps. As of 8/9/26, we hold ₿840,447 in our BTC Reserve and $4.65B in our USD Reserve. $MSTR…
— Michael Saylor (@saylor) August 10, 2026 Strategy, which went from being an enterprise software company to buying Bitcoin in 2020, hasn’t bought any Bitcoin since June.
The company has reassured investors that selling Bitcoin is just part of its plan to grow its cash buffer. Strategy said Monday that it now holds $4.65 billion in cash.
Strategy’s stock (Nasdaq: MSTR) was trading nearly 3% lower on Monday. The stock has taken a hit since the price of Bitcoin nosedived last year. Investors buy MSTR to get amplified exposure to the biggest digital asset.
But now, as Bitcoin is nearly 50% below its October record, MSTR is down nearly 80% from the all-time high it notched last year.
Despite the sale, Strategy has maintained that its long-term posture toward Bitcoin hasn’t changed.
Strategy — formerly MicroStrategy — began buying Bitcoin in August 2020 as a treasury strategy to boost shareholder returns during the pandemic.
It has since spent more than $63.5 billion buying Bitcoin and remains by far the largest corporate holder of Bitcoin in the world.
Strategy’s approach spawned a wave of copycat companies that have since adopted similar crypto-treasury strategies of their own.
The company maintains that its long-term posture toward Bitcoin is still the same. CEO Phong Le he isn’t worried about the current bear market, and that the company plans to remain a long-term buyer of Bitcoin despite its recent sales.
Mathew Di Salvo
Mathew is a reporter who's covered the space since 2019, reporting on everything from Salvadoran president Nayib Bukele's Bitcoin bet to crypto exchange FTX's bankruptcy.
Robinhood has expanded its UK investing app into crypto, giving eligible customers access to more than 50 digital assets while adding an AI-powered tool to explain market moves.
UK customers can now buy and sell more than 50 cryptocurrencies, including Bitcoin, Ethereum, XRP and Hyperliquid, through Robinhood’s main app. The service operates through Bitstamp UK, the crypto exchange Robinhood acquired for $200 million last year.
The company said there are no trading, custody or account maintenance fees. Customers will instead pay a 0.1% foreign exchange fee when converting currencies, while some weekend conversions carry a 0.3% fee.
The rollout follows Robinhood’s registration with the Financial Conduct Authority (FCA) on July 31. Bitstamp UK is also FCA-registered. Crypto assets held through the service are not covered by the Financial Services Compensation Scheme or the Financial Ombudsman Service.
Cortex brings AI into crypto tradingAlongside the trading launch, Robinhood is introducing Cortex Digests for Crypto. The generative AI feature reviews breaking news, market data, technical indicators and Robinhood’s own insights to explain what may be driving price movements.
The vision is to give users a simple market summary without making them dig through multiple sources.
Robinhood expands its crypto ecosystemThe company is also pushing its blockchain business through Robinhood Chain, a Layer 2 network built using Arbitrum technology. Robinhood said the network has recorded more than $18 billion in decentralized exchange trading volume and over $840 million in total value locked since its July 1 launch.
Developers, including those in the UK, can build applications on the network.
UK rules will tighten furtherRobinhood’s launch comes before the UK’s new crypto authorization regime. Applications are expected to open in September 2026, with the new framework scheduled to take effect in October 2027. Robinhood’s current FCA registration will not replace the authorization required under that future system.
The UK expansion also comes as Robinhood’s crypto transaction revenue fell 38% year over year to $100 million in Q2 2026. Still, total revenue rose 32% to $1.31 billion, while prediction-market revenue reached $156 million.
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Trust with CoinPedia:CoinPedia has been delivering accurate and timely cryptocurrency and blockchain updates since 2017. All content is created by our expert panel of analysts and journalists, following strict Editorial Guidelines based on E-E-A-T (Experience, Expertise, Authoritativeness, Trustworthiness). Every article is fact-checked against reputable sources to ensure accuracy, transparency, and reliability. Our review policy guarantees unbiased evaluations when recommending exchanges, platforms, or tools. We strive to provide timely updates about everything crypto & blockchain, right from startups to industry majors.
Investment Disclaimer:All opinions and insights shared represent the author's own views on current market conditions. Please do your own research before making investment decisions. Neither the writer nor the publication assumes responsibility for your financial choices.
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Bitcoin Primed for 'Explosive' Breakout in New Expert Forecast; Ex-Meta Exec Sparks Buzz Over New XRP Startup; Mining Titan MARA Secures $1.63 Billion Cash-Out — Morning Crypto Report
Bitcoin’s halving schedule extends more than a century into the future, with only 4 out of 32 planned events having taken place so far. Yet a recent comparison by cryptocurrency commentator and XRP advocate Bill Morgan has inserted XRP into that timeline, highlighting a key milestone in the asset’s supply distribution.
Linking XRP distribution to Bitcoin’s halving cycleDocumenting Saylor, an account that tracks developments related to Bitcoin and Strategy (previously MicroStrategy), emphasized that the network is still early in its halving schedule. The focus of most investors remains on the next halving, expected in 2032.
Bill Morgan took the analysis further, connecting XRP’s distribution rate to upcoming Bitcoin halvings. According to Morgan, if Ripple—developer of the XRP Ledger and a prominent fintech firm—continues releasing XRP from its escrow at the current pace, the entire finite supply will likely be distributed between the 2032 and 2036 Bitcoin halvings.
Somewhere between the 2032 halving and the 2036 halving 100% of the total finite supply of XRP will be fully distributed based on the current rate of release by Ripple of XRP from escrow.
This broader view places XRP’s supply trajectory on a timeline well-known in the digital asset space, giving both communities a concrete frame of reference.
How Ripple’s escrow mechanism operatesRipple currently holds a substantial share of XRP in escrow and systematically releases it into the market each month. Unused tokens are returned to escrow, and the ongoing process steadily increases the amount of XRP in general circulation.
Morgan’s assessment links this release mechanism to Bitcoin’s halving milestones, proposing that all XRP will be in public hands somewhere between 2032 and 2036 if current conditions persist.
Mini dictionary: Ripple’s escrow is a system in which XRP tokens are locked in smart contracts and released in scheduled monthly increments. This mechanism is designed to provide predictability and transparency for XRP’s circulating supply.
Impact and significance for XRP holdersBitcoin halvings happen approximately every four years. In 2032, the block reward will fall to 0.78125 BTC, and by 2036, it will decrease again to 0.390625 BTC. Placing the end of XRP’s centralized supply release in this eight-year period links it to a major milestone familiar to most crypto investors.
Full distribution indicates that Ripple will hold no remaining XRP in escrow, marking a change in the asset’s supply structure. After this event, the total 100 billion XRP will be circulating, and further expansion of the coin’s supply will no longer be possible.
AssetMain Supply ControlEvent Date/WindowPost-Event StatusBitcoinBlock rewardsHalvings every ~4 years (2032, 2036 next)Rewards shrink, inflation slowsXRPRipple escrow releasesFully distributed between 2032-2036All XRP circulating, no central supplyMorgan’s comments provide XRP investors with a concrete timeframe to anticipate when the asset’s entire supply will be in circulation. This creates a unique comparative landscape alongside Bitcoin, known for its own scarcity mechanisms.
Placing XRP’s 100% distribution between two known Bitcoin halvings offers investors a clear window for when a pivotal supply event will occur, bringing structural changes to how XRP’s value and scarcity are perceived.
Looking ahead: The road to full supplyWhile the complete release of XRP supply remains nearly a decade away, tying its timeline to Bitcoin’s established halving ritual enables investors to track the event more closely. Morgan suggests the specificity of this comparison may help market participants prepare for a fundamental change in XRP’s supply dynamics.
The timeline serves as a reference point for those watching for major events that could affect both asset value and market perceptions of scarcity within the broader crypto ecosystem.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
Italy’s largest banking group, Intesa Sanpaolo (BIT: ISP), has executed a notable shift in its cryptocurrency-related exchange-traded fund portfolio during the second quarter of 2026. According to its latest quarterly disclosure submitted to US regulators, the institution substantially reduced its position in a major Bitcoin ETF while expanding its allocation to a staked Ethereum product.
The bank’s Form 13F filing, covering holdings as of June 30, 2026, reveals that its common-share stake in BlackRock’s iShares Bitcoin Trust (IBIT) declined by approximately 93.7 percent.
The position fell from 646,809 shares at the end of the prior quarter to just 40,723 shares.
The remaining IBIT holding was valued at roughly $1.36 million.
In parallel, the bank sharply curtailed its call options linked to the same ETF, reducing the underlying share equivalent by more than 99 percent to only 18,000 shares.
A new put option position covering 500,000 underlying IBIT shares also appeared in the filing, suggesting a more defensive posture toward Bitcoin.
In contrast, Intesa Sanpaolo significantly increased its exposure to BlackRock’s iShares Staked Ethereum Trust ETF (often referred to as ETHB). Holdings in this product roughly tripled, rising from 116,200 shares to 349,600 shares.
The position’s reported value grew to about $7.1 million from $3.15 million three months earlier.
This staked Ethereum ETF provides investors with price exposure to ether while also passing through staking rewards generated by the underlying network.
The bank did not abandon Bitcoin entirely.
It continued to maintain a substantial position in the ARK 21Shares Bitcoin ETF (ARKB), holding approximately 3.47 million shares valued at $67.6 million at quarter-end.
That stake experienced only a modest reduction of around 4 percent from the previous period and remained the institution’s largest reported crypto-linked holding by value.
Its position in the Grayscale XRP Trust stayed unchanged at 712,319 shares.
Meanwhile, exposure to the Bitwise Solana Staking ETF was nearly eliminated, dropping from 2,817 shares to just seven.
These portfolio adjustments occurred against a backdrop of declining cryptocurrency prices during the second quarter.
Bitcoin and ether both recorded notable losses over the period, and U.S. spot crypto ETFs experienced net outflows.
The selective reduction in one Bitcoin product alongside growth in a yield-bearing Ethereum vehicle may reflect institutional interest in assets that can generate ongoing returns through staking, rather than a complete retreat from digital assets.
Form 13F disclosures provide only a snapshot of long positions and certain options at quarter-end.
They do not detail trading activity throughout the period, net exposures after accounting for short options, strike prices, or expiration dates.
As a result, the precise overall strategy remains partially opaque.
Nevertheless, the reported changes offer a clear view of how one of Europe’s major banks adjusted its regulated crypto ETF allocations amid market volatility.The filing was submitted to the US Securities and Exchange Commission (SEC) on July 31, 2026.
Viewpoint: The current selling pressure on Bitcoin mainly stems from Binance and OKX, while Coinbase and the futures market continue to accumulate Bitcoin.
Analysts attribute the recent drop in Bitcoin’s price primarily to net selling activity on Binance and OKX’s spot markets. The net selling volume on both exchanges continues to swell, representing a major source of downward pressure for the current market. By comparison, Coinbase’s spot market has remained in net buying territory, suggesting that some institutional capital is still accumulating Bitcoin on dips. At the same time, buying momentum in Bitcoin’s futures market is strengthening rapidly. Data indicates that amid the price correction, large investors (whales) in the futures space are consistently purchasing Bitcoin, signaling that some funds are leveraging the downturn to open long positions.
7 minutes ago
Spot silver breaks through $65 per ounce, rising 2.66% on the day.
According to Bitget market data, spot silver has broken above $65 per ounce, gaining 2.66% intraday. Spot gold is currently trading at $4360.96, up 0.46% on the day.
7 minutes ago
A market maker questions whether BitMart is insolvent, alleging the exchange previously induced users to lock their funds, and that funds can no longer be withdrawn.
OpenGradient co-founder Matthew posted that his market maker (MM) team’s funds on the BitMart exchange are currently unavailable for withdrawal, reportedly due to the platform being insolvent. Matthew noted that BitMart still required token holders to lock their assets on the exchange a week before halting related services, describing the move as “shocking”. He argued that BitMart’s prior push for users to lock assets was essentially aimed at securing liquidity. To date, BitMart has not responded to the related allegations. The incident has sparked community concerns over fund security, asset custody, and liquidity management risks associated with centralized crypto exchanges.
7 minutes ago
New AI chatbot from San Francisco exposed as relying entirely on human responses, with its founder personally writing all the answers by hand.
A new "AI chatbot" named ChatTJB has recently emerged in San Francisco, USA, but the "AI" behind it is not Artificial Intelligence—it refers to an Average Individual. Created by artist and former Google employee Tucker Bryant, ChatTJB operates by having Bryant personally read, contemplate, and manually respond to every question users submit. Its website dubs the project "Artisanal Intelligence," defining it as a "Single-Operator Large Language Experience (LLE)." Bryant stated the project aims to satirize users' overreliance on AI chat tools. He noted that as AI tools like ChatGPT grow in popularity, people are increasingly prone to accepting seemingly confident, polished answers while reducing independent thinking. ChatTJB is designed to deliberately lower efficiency, allowing users to rediscover the experience of waiting, uncertainty, and the thinking process. "It's not anti-AI—it's about encouraging people to rethink," he added. Besides text responses, ChatTJB also fulfills users' image generation requests with hand-drawn illustrations. The project's website explicitly clarifies that it is a satirical public art project, not an actual AI product. Bryant hopes that after experiencing ChatTJB, users will pause to reflect when encountering AI-generated content in the future: A smooth and confident answer does not necessarily mean a correct one.
7 minutes ago
Serenity questions the professionalism of Barron's report on the optical module industry, pointing out that the complex supply chain analysis was assigned to a reporter with no technical background.
Serenity stated in a post that financial publication Barron’s may have underestimated the analytical complexity of the optical communications sector when planning to report on optical module supply chain firms such as AAOI. Serenity noted that the optical module industry involves complex technical and commercial factors including supply chain structure, CW laser bottlenecks, internal capacity planning, revenue growth trajectories, and margin forecasts, requiring a background in engineering and industrial research. Serenity quipped that Barron’s hired a new recruit from a non-profit communications consulting role for the relevant position, then tasked them with building revenue and profit models, analyzing supply bottlenecks and capacity on their first day on the job. The new hire likely found the analysis of the complex semiconductor and optical communications industry chain "hard to grasp" and labeled the related companies as "meme stocks". Serenity criticized that if media outlets themselves lack an understanding of industry logic, their coverage will ultimately revolve around market sentiment and hype labels rather than delivering in-depth industry analysis.
Robinhood has marked a significant milestone in its onchain activity, reporting a surge in real-world asset (RWA) transfers and expanding its services to the United Kingdom. The company’s blockchain platform, known for supporting RWA transactions, has maintained notable user engagement and robust momentum.
RWA Transfer Volume Reaches New HeightsRecent data released by the Real-World Asset Foundation indicates that Robinhood’s RWA transfer volume soared to $1.65 billion. This figure reflects a remarkable increase of 3,201.20% over the past month, nearly doubling the previous record of $800 million recorded in late July.
Analysts attributed the sharp rise in volume to growing interest among users looking for new opportunities within the crypto and RWA sectors. The surge in activity demonstrates both the attractiveness of Robinhood’s new blockchain and the expansion of RWA services within the platform.
Compared to its earlier monthly total, Robinhood’s RWA transfer volume has now reached $1.65 billion, marking an explosive period of growth for the platform and highlighting the scale of adoption in recent weeks.
Observers suggest that the dramatic volume increase over a two-week timeframe points to unprecedented activity on Robinhood Chain, as users explore novel financial products and integrated asset classes.
UK Expansion Brings Wider Access to CryptoAlongside the onchain success, Robinhood recently announced the launch of its crypto trading services in the UK. The rollout utilizes Bitstamp’s infrastructure to extend commission-free trading options to users in the region.
Crypto traders in the UK now have access to Robinhood’s major tokens like Bitcoin, Ethereum, XRP, and Hyperliquid, as well as other listed cryptocurrencies. Additionally, users can take advantage of Robinhood’s stocks and shares ISAs, as well as equities, options, and futures products, all within a single platform.
This expansion signals Robinhood’s broader ambition to become a truly global provider of crypto services, blending digital asset functionality with traditional finance products.
With its expanded offerings, Robinhood enables seamless access to both traditional and digital assets for a growing number of international clients, supporting wider adoption in the crypto economy.
Against the backdrop of rising RWA volumes, the platform also demonstrates commitment to enhancing its global footprint and providing more flexible asset management solutions for users in different markets.
For investors monitoring key resistance levels or considering cross-sector diversification strategies, innovations like 1stepSwap have become increasingly relevant. 1stepSwap stands out as a practical solution bridging traditional finance and the crypto sector by bringing real-world assets such as shares of major U.S. companies and commodities like gold and silver directly onto the blockchain. The platform’s core advantage is its ability to secure the best market price at any given moment, allowing users to buy or sell leading stocks instantly and always at competitive rates—all managed straight from their wallet without unnecessary intermediaries or complex steps.
Market watchers continue to monitor the RWA ecosystem, with Robinhood at the forefront of developments that could shape the broader integration of real-world assets and digital tokens on a global scale.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
Key Takeaways Quantum-powered cryptocurrency attacks may manifest as inexplicable wallet compromises lacking any digital forensic trail Industry specialists suggest Tether’s token minting authority, rather than Satoshi Nakamoto’s Bitcoin fortune, represents the most lucrative quantum objective Malicious quantum actors could mask their intrusions as conventional security failures Following an artificial intelligence-enabled discovery, Google accelerated its quantum-resistant cryptography implementation to 2029 Industry professionals estimate Q-day arrival between 2028 and the mid-2030s, though projections remain speculative When quantum computing finally compromises contemporary cryptographic systems, the world may not learn about it through sensational media coverage. The revelation could arrive far more subtly.
JUST IN: Crypto’s first quantum attack would likely resemble an unexplained breach rather than a flashy hack, say Quantus founders and crypto execs. If realized, this could reshape risk prep for digital assets. $BTC $ETH pic.twitter.com/jWFvcUrOSF
— Bpay News (@bpaynews) August 10, 2026
According to Christopher Smith, who serves as CEO and co-founder of blockchain enterprise Quantus Network, the genuine indicator might emerge as a series of cryptocurrency wallet violations where forensic analysis reveals zero evidence of intrusion methodology.
“There’s no notification explaining the breach technique when an adversary compromises your cryptographic key,” Smith explained in conversation with Cointelegraph.
A sufficiently advanced quantum system could mathematically extract private keys from publicly visible blockchain addresses. This capability would enable fund extraction without any interaction with physical wallets, hardware devices, or centralized exchange infrastructure.
Within maximum-security environments, Smith notes, “the sole investigative clue would be the complete absence of conventional breach indicators.”
Why Tether’s Infrastructure Poses Greater Quantum Risk Widespread anxiety surrounding the anticipated Q-day scenario centers on Satoshi Nakamoto’s untouched Bitcoin cache, presently worth approximately $63 billion. However, Smith suggests this may not constitute the initial quantum objective.
Classified governmental intelligence and defense infrastructure could face prioritized targeting. Within cryptocurrency ecosystems, Smith identifies Tether’s token generation credentials as arguably the most strategically valuable quantum target.
A quantum-equipped adversary could fabricate tokens through administrative wallet access and liquidate them across markets before Tether implements countermeasures. Several blockchain networks supporting Tether operations have already initiated quantum-resistant upgrades.
Sean Cheetham, security analyst at Blockchain Capital, concurs that adversaries would probably prioritize cryptocurrency exchange operational wallets over Satoshi’s legendary holdings. Lower-profile targets generate minimal detection risk.
Smith additionally highlighted scenarios where quantum-facilitated theft could be camouflaged as standard security incidents, with perpetrators allowing investigators to conclude ordinary key mismanagement occurred.
Predicting Q-Day: Timeline Estimates Vary Forecasting remains highly uncertain. Smith assesses a 50-50 probability by 2028. Cheetham characterizes the early 2030s as “nearly inevitable,” while acknowledging earlier manifestation as statistically possible.
This past March, Google advanced its quantum-resistant cryptography transition target to 2029, following an artificial intelligence-enhanced discovery demonstrating elliptic curve encryption vulnerability using fewer physical quantum bits than previously calculated.
NGRAVE’s CEO Roy Blackstone observed that earlier risk assessments failed to anticipate the accelerated convergence of AI advancement with quantum hardware development.
Michael Coates, serving as chief information security officer for the Solana Foundation, refrained from providing specific estimates. He emphasized the industry’s pattern of perpetually projecting Q-day as five years distant for more than ten years.
Regardless of timeline ambiguity, Blackstone asserts blockchain networks are actively preparing. “Failure to adapt would result in catastrophic consequences.”
Kripto piyasası, zayıf ABD istihdam verilerinin risk iştahını desteklemesiyle yeni haftaya sınırlı yükselişle başladı. Toplam piyasa değeri yüzde 0,22 artarak 2,21 trilyon dolara ulaşırken, yatırımcılar bu hafta açıklanacak ABD enflasyon verilerine odaklandı.
Bitcoin haftanın başlangıcında yüzde 0,38 yükselerek 64.992 dolara çıktı. Ethereum da yüzde 0,18 değer kazanarak 1.918 dolardan işlem gördü. Buna karşın altcoin tarafında farklı yönlü hareketler görüldü ve piyasanın genelinde temkinli görünüm korundu.
Bitcoin Ve Ethereum Nasıl Performans Gösterdi? Lider dijital varlık Bitcoin, haftaya sınırlı bir yükselişle girerek 65 bin dolar seviyesine yaklaştı. Ethereum ise Bitcoin’e kıyasla daha düşük bir artış kaydetti ve 1.918 dolar seviyesinde işlem gördü.
Altcoin piyasasında ise hareketler birbirinden ayrıştı. XRP yüzde 0,54 düşerek 1,03 dolara gerilerken Solana yüzde 0,84 yükselerek 76,67 dolara ulaştı. Bu tablo, yatırımcıların henüz piyasanın tamamına yayılan güçlü bir risk iştahı göstermediğine işaret etti.
Kripto ETF Akışları Kripto Piyasasını Destekliyor Mu? Kurumsal yatırımcı ilgisi, ETF verilerinde de güçlü şekilde kendini gösterdi. Geçtiğimiz hafta spot Bitcoin ETF’lerine toplam 853,54 milyon dolarlık net giriş gerçekleşirken spot Ethereum ETF’leri 244,94 milyon dolar net fon topladı.
Altcoin ETF’lerinde de ağırlıklı olarak pozitif bir tablo ortaya çıktı. XRP ETF’leri 1,01 milyon dolar, Solana ETF’leri 144,93 bin dolar, DOGE ETF’leri 82,64 bin dolar ve HYPE ETF’leri 2,84 milyon dolar net giriş kaydetti.
Buna karşılık BNB, LINK, LTC, HBAR, AVAX ve DOT ETF’lerinde kayda değer bir fon hareketi görülmedi. Özellikle Bitcoin ve Ethereum ETF’lerindeki yüksek girişler, kurumsal talebin kripto yatırımı açısından önemini koruduğunu gösteriyor.
ABD Enflasyon Verileri Neden Önemli? ABD’de geçtiğimiz hafta açıklanan istihdam verilerinin beklentilerin altında kalması, faiz artışı beklentilerinin zayıflamasına ve riskli varlıklara yönelik talebin güçlenmesine yardımcı oldu. Bu gelişme, kripto varlıkların haftaya pozitif başlamasında önemli rol oynadı.
Şimdi piyasaların odağında ABD’nin açıklayacağı Tüketici Fiyat Endeksi (TÜFE) ve Üretici Fiyat Endeksi (ÜFE) verileri bulunuyor. Söz konusu göstergeler, ABD Merkez Bankası’nın faiz politikasına yönelik beklentilerin şekillenmesinde belirleyici olabilir.
Enflasyon Düşerse Kripto Paralar Yükselir Mi? Enflasyon verilerinin beklentilerin altında kalması, faiz politikasına ilişkin daha olumlu beklentiler oluşturabilir. Böyle bir senaryoda riskli varlıklara yönelik talebin artması ve kripto piyasası genelinde yukarı yönlü hareketin güçlenmesi mümkün olabilir.
Bununla birlikte yatırımcıların mevcut ortamda temkinli hareket ettiği görülüyor. ETF girişleri güçlü kalırken Bitcoin, Ethereum ve altcoinlerdeki sınırlı fiyat değişimleri piyasanın makroekonomik gelişmelerden gelecek yeni sinyalleri beklediğini gösteriyor.
Bu içerik kesinlikle yatırım tavsiyesi niteliği taşımamaktadır. Piyasalar yüksek risk içermektedir ve yatırım kararlarınızı almadan önce kendi araştırmanızı yapmanız önemlidir.
Son Dakika kripto para haberleri için hemen tıkla.
Konu ile ilgili yorumlarınızı bize yazabilirsiniz. Ayrıca, bu tarz bilgilendirici içeriklerin devamının gelmesini isterseniz, bizleri Telegram, Youtube ve Twitter kanallarımızdan takip edebilirsiniz.
Standard Chartered initiated coverage of Chainlink (CRYPTO: LINK) with a $200 price target by the end of 2030, implying a roughly 25-fold gain from the token’s current price of $8.25.
What Standard Chartered Is Actually ProjectingGlobal head of digital assets research Geoff Kendrick laid out staged targets in a Monday note cited by The Decrypt, starting at $13 by year-end, then climbing to $41, $82, and $133 before reaching $200 by 2030.
The same note targets Bitcoin (CRYPTO: BTC) at $500,000 and Ethereum (CRYPTO: ETH) at $40,000 over the same period.
The thesis rests on one core forecast: tokenized assets on-chain growing roughly 12-fold to $4 trillion by end-2028, with assets deployed in DeFi expanding 37-fold to $2.7 trillion by 2030.
Because Chainlink charges fees for delivering data and moving assets between chains, Kendrick estimates its fees rise roughly 25 times over that window and assumes the token price follows.
Why Chainlink’s Market Position MattersThe note puts Chainlink’s total value secured above $110 billion, covering roughly 70% of oracle-dependent value in DeFi globally and more than 80% on Ethereum. Aave V3 alone accounts for 44% of that secured value.
Kendrick named Swift, DTCC, JPMorgan (NYSE:JPM), Mastercard (NYSE:MA), UBS, Fidelity, and S&P Global among institutions already using Chainlink services, with off-chain customers expected to become a growing share of fees as tokenized funds and bonds require more data infrastructure than crypto-native assets.
On interoperability, Chainlink trails LayerZero but is gaining ground.
More than $7 billion in token value has moved from legacy bridges to Chainlink’s CCIP since a $292 million exploit in April, with quarterly CCIP volume hitting $4.9 billion in Q2, up 353% year-on-year.
How This Fits Standard Chartered’s Broader DeFi CoverageThis is the fourth DeFi initiation from Kendrick this summer, all built on the same 37-fold DeFi growth forecast.
He set targets of $100 for Uniswap (CRYPTO: UNI) and $3,500 for Aave (CRYPTO: AAVE) in June, and $60 for Morpho (CRYPTO: MORPHO) in July.
UNI jumped double digits after its note. LINK’s reaction has been more muted, up just 1.53% Monday.
Where Does LINK Stand Technically?LINK nudges to $8.3 Monday, holding inside a descending triangle compressing since the May peak with the floor at $7.50.
The 20-day and 50-day EMAs cluster just below price at $8.255 and $8.25, the first time price has held above both since May.
RSI at 51.87 sits above 50 with two prior bullish divergences in February and June preceding meaningful bounces.
Key levels for LINK: $8.51 — 100-day EMA, short-term breakout trigger $7.50 — triangle floor, must hold $7 — breakdown target if floor fails Photo via Shutterstock
Market News and Data brought to you by Benzinga APIs
Bitcoin, yeni haftaya güçlü bir hareketle başlayarak 65.000 dolar seviyesinin üzerine çıktı. Haftalık kazancı yaklaşık yüzde 3’e ulaşan Bitcoin, yükselişini büyük ölçüde geçen cuma açıklanan zayıf ABD istihdam verisinin ardından oluşan faiz beklentilerine borçlu. Piyasalar şimdi çarşamba günü açıklanacak temmuz ayı enflasyon rakamlarını bekliyor.
ABD’de istihdam piyasasının beklentilerden zayıf kalması, Federal Reserve’ün faiz artırmak zorunda kalacağı yönündeki endişeleri hafifletti. Ancak enflasyonun yeniden hızlanması, bu olumlu tabloyu tersine çevirebilir.
Bitcoin Fiyatı 65 Bin Doları Nasıl Aştı? Bitcoin pazartesi günü 65.000 dolar eşiğini geçerken haftalık bazda yaklaşık yüzde 3 yükseldi. Ether de benzer bir performans sergileyerek 1.919 dolar civarında işlem gördü ve haftalık kazancını yaklaşık yüzde 3’e taşıdı.
BNB yüzde 0,3 yükselerek 603 dolara ulaştı. Solana ise gün içinde yüzde 1, haftalık bazda yaklaşık yüzde 5 değer kazanarak büyük kripto paralar arasında en güçlü performansı gösterdi. Tron 0,33 dolar seviyesinde yatay seyretti.
Buna karşın XRP, büyük kripto paralar arasında gerileyen tek isim oldu. XRP yüzde 0,4 düşerek 1,03 dolara inerken haftalık kaybı yüzde 4’e ulaştı. Hyperliquid’in HYPE tokenı da yüzde 1’den fazla gerileyerek 54 dolara düşmesine rağmen haftalık bazda yüzde 3’ün üzerindeki kazancını korudu. Dogecoin ise 0,07 doların altına geriledi.
ABD Enflasyonu Bitcoin İçin Neden Kritik? Piyasaların bir sonraki önemli sınavı ABD tüketici fiyatları olacak. Temmuz ayına ilişkin enflasyon verisi çarşamba günü TSİ 08.30’da açıklanacak.
Zayıf istihdam verisi, FED’in faiz artırma ihtimaline yönelik beklentileri azaltarak Bitcoin ve diğer riskli varlıkları destekledi. Ancak tüketici fiyatlarının güçlü gelmesi, faiz artışı ihtimalini yeniden gündeme taşıyabilir.
Böyle bir senaryoda yatırımcıların risk iştahı azalabilir ve kripto para piyasası üzerinde yeniden satış baskısı oluşabilir. Bu nedenle Bitcoin’in 65.000 dolar üzerindeki hareketinin kalıcı olup olmayacağını anlamak için yalnızca fiyat grafiğine değil, ABD makroekonomik verilerine de bakmak gerekiyor.
Hisse Ve Tahvil Piyasaları Ne Söylüyor? Küresel hisse senetleri de risk iştahının güçlendiğine işaret etti. MSCI Tüm Ülkeler Dünya Endeksi yüzde 0,1 yükselerek son sekiz seansta yedinci kez değer kazandı. Asya hisseleri ise S&P 500’ün zayıf istihdam verisi sonrasında rekor seviyeye ulaşmasının ardından yüzde 0,6 yükseldi.
Çip üreticileri bölgesel yükselişe öncülük etti. Taiwan Semiconductor ve SK Hynix’in finansal sonuçlarının desteğiyle bölgesel yarı iletken endeksi yüzde 1,5’in üzerinde değer kazandı.
Tahvil piyasasında ise ABD’nin 10 yıllık tahvil getirisi bir baz puan yükselerek yüzde 4,66’ya çıktı. Dolar da önemli para birimlerinin çoğu karşısında değer kazandı.
Petrol Ve Kripto Piyasası İçin Riskler Neler? Petrol tarafında hareket daha farklı gelişti. İran’ın ABD ile görüşmeleri reddetmesi ve Hürmüz Boğazı’nın yeniden açılması konusunda anlaşma sağlanamaması, Brent petrolünün yüzde 1 yükselerek varil başına 84,40 dolara çıkmasına neden oldu.
Brent böylece üç seansta yüzde 5’in üzerinde değer kazandı. Petrol fiyatlarındaki yükseliş, enflasyonist baskıların yeniden güçlenmesi ihtimali nedeniyle finansal piyasalar açısından yakından izleniyor.
Bitcoin’in son yükselişi ayrıca bazı kripto sektörüne özgü sorunların gölgesinde gerçekleşti. Son 10 günde Coldcard tarafından oluşturulan cüzdanlara yönelik dördüncü tarama dalgası yaşandı. Bunun yanında BTCPay Server’daki kritik bir güvenlik açığı, cuma günü bazı trader Lightning düğümlerinin boşaltılmasına yol açtı. BIP-110 kapsamında ise iki blok üreten ve ardından duran bir zincir bölünmesi meydana geldi.
Dolayısıyla Bitcoin’in 65.000 doların üzerine çıkması yalnızca kripto sektöründeki gelişmelerle açıklanmıyor
Bu içerik kesinlikle yatırım tavsiyesi niteliği taşımamaktadır. Piyasalar yüksek risk içermektedir ve yatırım kararlarınızı almadan önce kendi araştırmanızı yapmanız önemlidir.
Son Dakika kripto para haberleri için hemen tıkla.
Konu ile ilgili yorumlarınızı bize yazabilirsiniz. Ayrıca, bu tarz bilgilendirici içeriklerin devamının gelmesini isterseniz, bizleri Telegram, Youtube ve Twitter kanallarımızdan takip edebilirsiniz.
Crypto investor and X user Cup has outlined ambitious price targets for major digital assets, predicting that the next six to 12 months could bring substantial returns across the cryptocurrency market. Cup expects Bitcoin to rally toward $200,000, while also forecasting strong gains for Ethereum, Solana, XRP, SUI, and a range of other altcoins.
High price targets for leading cryptocurrenciesIn a recent X post, Cup described the coming period as potentially “life-changing” for crypto investors. He projected Bitcoin would climb to $200,000, representing a sharp move from its current levels. Cup also set a $10,000 target for Ethereum, suggesting that ETH could break into new territory.
Cup’s forecasts extended to several top altcoins. He named $1,000 as a medium-term target for Solana, $5 for XRP, and $4.50 for SUI. He concluded the post by encouraging market participants to practice patience, anticipating a major round of expansion among altcoins.
In a visual chart accompanying his post, Cup compared Bitcoin’s market structure between 2024 and 2025 with an outlook for 2026 and 2027, projecting phases of accumulation, a pre-bull run, and a subsequent critical rally. The chart placed Bitcoin at $126,000 during an earlier cycle, while predicting that the next large upward move could bring the asset as high as $265,000.
AssetCurrent Price Level*Projected TargetBitcoin (BTC)$66,000$200,000Ethereum (ETH)$3,500$10,000Solana (SOL)$150$1,000XRP$0.50$5SUI$0.80$4.50Mini dictionary: Cup is a pseudonymous crypto investor and market commentator active on X, sharing analysis and forecasts for major digital assets.
The next 6–12 months will be life-changing. Bitcoin is going to $200,000. ETH will break $10,000. SOL will reach $1,000. XRP will hit $5. SUI will hit $4.50. Altcoins will explode. Patience.
Mixed reactions among market participantsCup’s optimistic targets have sparked an active debate among users in the crypto community. Some investors expressed strong support for the vision described in the post, while others raised concerns about the likelihood of such aggressive gains materializing within the given timeframe.
Derek M, commenting under Cup’s post, noted that he has been holding Bitcoin since 2017 and considered the projections reasonable, expressing confidence in the outlook. In contrast, another market participant argued that the crypto market often moves counter to consensus views, casting doubt on the suggested timeline.
Nick veeBee challenged both the timeframe and targets, stating that he does not expect Bitcoin to reach $200,000 within a year, and added that even by the peak of 2029, the milestone might remain out of reach. Other reactions included Quacks Lady’s enthusiasm for a potential bull market and JoHan’s suggestion that SUI could exceed Cup’s price projection in the long term.
Some commenters questioned whether the proposed gains for Bitcoin and other major cryptocurrencies could be reached in the next 6–12 months, while others saw the targets as attainable and looked forward to a new market cycle.
Additionally, Steve Schroer took a critical approach by asking if Cup would commit to making a Bitcoin donation to charity should the projections prove inaccurate.
Patience and the path forward for altcoinsCup’s post did not provide a technical breakdown or detailed analysis behind each price target but emphasized market cycles and broad expectations for the digital asset sector. The message was clear: with patience, major gains in Bitcoin, Ethereum, Solana, XRP, SUI, and other leading altcoins could be within reach in the next six to 12 months.
Cup’s high-profile predictions have amplified conversation around the future of the cryptocurrency market, as traders weigh optimism against caution in anticipation of what could be a transformative period for digital assets.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
Grayscale: Young investors are increasing their allocation to alternative assets, which is likely to continue driving growth in the crypto market.
Grayscale Research Head Zach Pandl stated in a new report that global investors are gradually reducing their reliance on traditional stocks and bonds, with alternative assets emerging as a key component of investment portfolios—a trend that could drive long-term growth for crypto assets. The report notes that since the 2008 global financial crisis, the global alternative assets market has grown nearly sevenfold. Private equity, private credit, hedge funds, physical assets, and crypto assets have seen their share in global investment portfolios continue to rise. In terms of generational allocation preferences, younger investors show a more pronounced interest in alternative assets. A Bank of America survey of high-net-worth investors found that those aged 21 to 43 allocate an average of 53% of their portfolios to assets outside traditional stocks and bonds, compared to just 26% for investors aged 44 and above. Grayscale projects that over $100 trillion in wealth will transfer to the younger generation in the coming years, and this alternative asset-preferring investment habit could serve as a key long-term support for the crypto market. The report identifies lower investment thresholds as a key driver of alternative asset growth: with the emergence of new financial products and trading platforms, investors no longer need to rely on complex infrastructure or specialized expertise to participate in alternative asset investments. The crypto market has undergone a similar evolution, with regulated Bitcoin ETFs/ETPs and institutional-grade market infrastructure offering investors more convenient and familiar allocation channels. Grayscale concludes that the rising allocation of alternative assets among younger investors, especially their growing acceptance of crypto assets, could fuel further expansion of the crypto asset class.
9 minutes ago
The US stock market CAPE ratio climbs to 42, valuation approaching dot-com bubble levels, future decade returns likely under pressure.
As of August 7, the S&P 500’s Shiller Price-to-Earnings Ratio (CAPE) rose to 42.39 times, far exceeding its long-term average of 17.40 times. It is only lower than the historical peak of 44.19 times during the dot-com bubble and surpasses the 32.56 times valuation level before the 1929 Great Crash. Currently, the CAPE has entered the extreme range where it exceeds 40 times for only the second time in history. Analysts note that the CAPE metric is primarily used to measure long-term investment return expectations, not to predict short-term market tops. Almost all historical cases where the CAPE exceeded 40 times were concentrated in the 1999-2000 dot-com bubble period, so one cannot simply infer that U.S. stocks will inevitably enter a "lost decade" in the next ten years based on a single bubble cycle. However, high valuations mean the long-term valuation buffer of U.S. stocks is shrinking. Future market returns will depend more on corporate earnings consistently exceeding expectations, rather than further valuation expansion. Market participants believe that productivity gains, margin improvements and corporate earnings growth brought by the artificial intelligence (AI) wave could help sustain high valuations for a longer period. But if AI earnings fall short of expectations or real interest rates continue to rise, the high valuation environment could amplify market correction pressures. The core signal from the CAPE is that U.S. stocks’ expected returns over the next decade may face downward pressure, but this metric does not directly mean U.S. stocks are about to peak, nor can it infer that actual returns over the next ten years will definitely be negative. (Jinshi)
9 minutes ago
Wash completes divestiture of all financial assets, formally signs ethics and compliance certification.
A government record shows that Federal Reserve Chair Walsh has sold all the financial assets he pledged to divest. Walsh signed a compliance certification for an ethics agreement with the U.S. Office of Government Ethics (OGE) last Thursday, and the document was published on the agency’s website on Saturday. Walsh had previously submitted a divestment certification to the OGE, indicating he had sold most of the assets he committed to divest. The latest disclosure document confirms he has sold the remaining holdings covered by the agreement. Walsh is one of the wealthiest officials in Federal Reserve history. He pledged to divest his stakes in multiple investments; the underlying assets of these investments were not disclosed due to non-disclosure agreements, with some valued at at least $100 million. (Source: Jin10)
9 minutes ago
SanDisk's stock pulled back following its earnings report, with Argus Research upgrading its rating to "Buy".
Storage chip maker SanDisk recently saw its stock price pull back after its earnings guidance missed expectations, but institutions believe AI-driven storage demand will underpin the company’s long-term growth. Argus Research analyst Jim Kelleher upgraded SanDisk’s rating from “Hold” to “Buy” and set a 12-month target price of $1,600. He explained that when his team initiated coverage in July, they were waiting for a better buying opportunity, and now that the stock has dropped sharply from its peak, the investment window has opened. SanDisk hit an all-time high of $2,335 on June 25 and has since declined, currently down roughly 47% from that peak. Last week, following the release of its quarterly results, the stock fell 6.8% in a single day as future performance guidance fell short of market expectations, with an additional 3.7% drop afterward. Kelleher holds that SanDisk is in the early stages of a multi-year cycle of accelerating revenue growth and expanding profit margins. As AI data center construction drives a surge in storage demand, major cloud computing firms including Amazon, Meta, and Alphabet (Google’s parent company) continue investing hundreds of billions of dollars in infrastructure, widening the supply-demand gap for storage components. He projects that the company’s profit margins will rise further, as its revenue growth significantly outpaces cost increases. To date, SanDisk’s stock has gained about 422% year-to-date and 2,757% over the past 12 months. Despite the recent sharp pullback, institutions believe the AI infrastructure investment cycle will provide new growth momentum for the company.
9 minutes ago
International oil prices continue to rise, while the US-Iran conflict remains deadlocked.
According to Bitget market data, WTI crude oil gained 5.00% intraday, now trading at $80.17 per barrel. Brent crude oil rose 5.00% intraday, at $85.58 per barrel. On the news front, Iran’s Ministry of Foreign Affairs reaffirmed that the U.S.-imposed maritime blockade on Iran constitutes an act of aggression against the country. The U.S.-Iran conflict has recently reached an impasse.
9 minutes ago
Bitcoin ETFs see $111.94M inflow, Ethereum ETFs add $56.78M as weekly flows surge
Bitcoin haberleri açısından son dönemin dikkat çeken yorumlarından biri Arthur Hayes’ten geldi. BitMEX’in kurucu ortağı ve Maelstrom’un yatırım direktörü Hayes, yapay zeka altyapısına yönelik trilyonlarca dolarlık harcamanın geleneksel bir teknoloji yatırımı olmaktan çok gayrimenkul kredi balonuna benzediğini savunuyor.
Hayes’e göre yapay zeka yatırımlarındaki olası kredi krizi, ilk aşamada Bitcoin üzerinde ciddi satış baskısı oluşturabilir. Analist, BTC’nin geçici olarak 50.000 dolara kadar gerileyebileceğini, ancak sonrasında büyük ölçekli likidite enjeksiyonlarının fiyatı 1 milyon dolar ve üzerine taşıyabileceğini düşünüyor.
Hayes Yapay Zeka Balonunu Neye Benzetiyor? Hayes, 4 Ağustos’ta yayımladığı “Situationship” başlıklı yazısında yapay zeka sektörünün finansman yapısını 2008 küresel finans krizine benzetti. Ona göre mevcut süreç, 2000 yılındaki dot-com çöküşünden farklı olarak şirket kârlarından ziyade yoğun kredi ve altyapı finansmanına dayanıyor.
Bu modelin merkezinde, yapay zeka modellerini eğitmek ve çalıştırmak için devasa veri merkezleri kuran hyperscaler şirketleri bulunuyor. Hayes, bu şirketlerin bir anlamda hızla değer kaybeden donanımlarla doldurulan gayrimenkulleri finanse ettiğini düşünüyor.
Yeni nesil çiplerin daha az elektrik tüketerek daha yüksek işlem gücü sunması, eski donanımların hızla ekonomik değer kaybetmesine neden olabilir. Böyle bir durumda bankalar, kullanılamaz hale gelen ekipmanlarla dolu tesislere verdikleri krediler nedeniyle önemli zararlarla karşılaşabilir.
FED Ve Hazine Neden Krediyi Destekliyor? FED tarafından gerçekleştirilen piyasa görüşmeleri de yapay zeka kaynaklı risklerin arttığına işaret ediyor. Mayıs 2026 Finansal İstikrar Raporu kapsamında New York FED çalışanlarının mart ve nisan aylarında görüştüğü 20 piyasa temsilcisi; yüksek hisse değerlemelerini, borçla finanse edilen sermaye harcamalarını, olası iş gücü piyasası zararlarını ve özel kredileri önemli riskler arasında gösterdi.
Yapay zeka da giderek daha fazla endişe kaynağı haline geldi. Görüşülen kişilerin yarısı AI sektörünü olası bir şok kaynağı olarak gösterirken, bu oran 2025 sonbaharındaki ankette yüzde 30 seviyesindeydi.
Hayes, kısa vadeli faizlerin nominal ekonomik büyümenin altında kalmasının bankaların kredi vermesini teşvik ettiğini savunuyor. Uzun vadeli getirilerin yükselmesiyle birlikte dikleşen getiri eğrisi, bankaların fonlama maliyetleri ile kredi faizleri arasındaki farkı artırarak borç vermeyi daha kârlı hale getiriyor.
Bitcoin 50 Bin Dolara Neden Gerileyebilir? Hayes’in analizine göre Bitcoin, Ekim 2025’te zirve yaptıktan sonra değerinin yaklaşık yarısını kaybetti. Analist, yapay zeka altyapısına ve AI hisselerine yönelen sermayenin Bitcoin’i destekleyen marjinal likiditeyi azalttığını düşünüyor.
Bu nedenle kısa vadede Bitcoin fiyatı üzerinde baskının devam edebileceğini belirtiyor. Hayes’in senaryosunda BTC bir süre 60.000-70.000 dolar aralığında hareket edebilir ve olası bir satış dalgasında 50.000 dolara kadar gerileyebilir.
Yakın vadede Strategy Inc. de önemli bir faktör olarak öne çıkıyor. Hayes, şirketin kurumsal Bitcoin hazinesine ilişkin endişelerin yanı sıra olası BTC satışlarının yatırımcılar tarafından değerlendirilmesi gerektiğini belirtiyor.
Hayes’in yaklaşımında benimsenmeden çok likidite belirleyici rol oynuyor. Daha önce yıl sonu için 125.000 dolarlık hedef açıklamasında da savaş harcamalarının piyasaya sağlayacağı nakit akışını temel almıştı.
Bitcoin 1 Milyon Dolara Nasıl Ulaşabilir? Hayes’in uzun vadeli senaryosu kısa vadeli tahmininden oldukça farklı. Ona göre yapay zeka kredi balonu sonunda ciddi zararlar oluşturacak ve bu zararlar hükümetleri finansal sisteme çok daha büyük miktarda likidite sağlamaya zorlayacak.
Hayes, Hazine’nin Acil Durum Fonu’nda yaklaşık 28 milyar dolar bulunduğunu ve geçmişte FED destekli özel amaçlı araçlarda kullanılan 10 kat kaldıraç benzeri bir mekanizmanın uygulanması halinde Hazine Bakanı Scott Bessent’in yaklaşık 280 milyar doları zarar eden AI girişimlerine yönlendirebileceğini öne sürüyor.
Bu senaryoyu geleneksel niceliksel genişlemeden farklı, hisse senedi odaklı bir para yaratma mekanizması olarak değerlendiriyor. Ona göre aşırı kredi büyümesi sonunda yeni bir likidite dalgasını tetikleyebilir ve bu süreç kripto para piyasasına da büyük miktarda sermaye aktarabilir.
AI Balonu Ne Zaman Patlayabilir? Hayes, yapay zeka sektöründeki asıl kırılmanın hemen gerçekleşmesini beklemiyor. Analist, mevcut satış dalgasını henüz zirve yapmamış bir boğa piyasası içerisindeki düzeltme olarak değerlendiriyor.
Veri merkezi yatırımlarındaki açıklanan büyüme hızının 2027 ortasından itibaren yavaşlamasını, bu yavaşlamanın ise 2028’de daha belirgin hale gelmesini bekliyor. Kredi genişlemesinin bu dönemde devam edebileceğini düşünüyor.
Hayes, bu süreci 2006-2007 dönemindeki mortgage piyasasına benzetiyor. O dönemde ABD’de konut fiyatlarındaki yükseliş yavaşlamasına rağmen mortgage kredileri genişlemeyi sürdürmüştü.
Yapay zeka tarafında ise daha ucuz Çin menşeli frontier modellerin fiyatları aşağı çekmesiyle hyperscaler şirketlerinin sermaye harcamalarını azaltabileceğini öngörüyor. Böyle bir ortamda finansman kaynaklarının şirketlerin serbest nakit akışından borç ve hisse ihracına kayması bekleniyor.
Hayes’in senaryosu gerçekleşirse kısa vadeli düşüşlere rağmen Bitcoin için çok daha büyük bir likidite döngüsü oluşabilir.
Bu içerik kesinlikle yatırım tavsiyesi niteliği taşımamaktadır. Piyasalar yüksek risk içermektedir ve yatırım kararlarınızı almadan önce kendi araştırmanızı yapmanız önemlidir.
Son Dakika kripto para haberleri için hemen tıkla.
Konu ile ilgili yorumlarınızı bize yazabilirsiniz. Ayrıca, bu tarz bilgilendirici içeriklerin devamının gelmesini isterseniz, bizleri Telegram, Youtube ve Twitter kanallarımızdan takip edebilirsiniz.
A Bitcoin security researcher says he has been forced to go back to using open-source Chinese AI models after finding himself restricted from analyzing further codebases by OpenAI, highlighting a growing concern that the most capable AI tools aren’t being made available to defenders.
In an X post on Tuesday, AnchorWatch CEO Rob Hamilton said he had begun integrating OpenAI’s Trust & Cyber capabilities into his Bitcoin Red Team work on Saturday, only to find his access restricted the following morning.
“It absolutely guts me as a patriotic American to have to do this, but I will be going back to using Chinese open source models to conduct my research to protect Bitcoin infrastructure,” he added.
Bitcoin Red Team, a group of volunteers, has been using AI tools and human review to scan hundreds of open-source Bitcoin-related repositories for vulnerabilities, with efforts accelerating days after the Coldcard hardware wallet hack, which has seen over $100 million in Bitcoin stolen.
Last month, crypto executives told Cointelegraph that many of crypto’s biggest players are still waiting to gain access to powerful new AI models to strengthen their code from attacks, with only a select few having been able to get it.
“I am now prevented from being able to continue the investigation in a further effort to make sure their code changes are sufficient, as well as understand if there are other issues that have yet to be discovered,” said Hamilton.
“Black hats will not hit these issues. The white hats will. We’ve hit a local minima in policy,” said Hamilton. “Intelligence is unrestricted for those who don’t follow rules, and those who engage in harm reduction are left on the sidelines.”
Cointelegraph is committed to independent, transparent journalism. This news article is produced in accordance with Cointelegraph’s Editorial Policy and aims to provide accurate and timely information. Readers are encouraged to verify information independently.
A dormant Bitcoin address inactive for over 12 years has transferred out all 26.95 BTC, posting an unrealized profit of $1.73 million.
According to on-chain data, a Bitcoin whale dormant for over 12 years has reactivated. The whale accumulated 26.95 BTC when Bitcoin’s price stood at just $823.1. At 15:03:02 Beijing time today, the wallet address transferred out all 26.95 BTC, posting an unrealized profit of $1.73 million.
2 minutes ago
H100 Group announced it increased its holdings by 2,455.4 BTC at an average price of $62,900.
According to official announcements, H100 Group, a Swedish publicly listed Bitcoin reserve company, announced it has acquired 2,455.4 Bitcoin at an average price of $62,900, lifting its total Bitcoin holdings to 3,506 coins.
2 minutes ago
Robinhood launches cryptocurrency trading services for UK investors
According to an official announcement, Robinhood has launched cryptocurrency trading services for eligible customers in the UK. Users can trade over 50 digital assets directly within its main investment app via Bitstamp, the established trading platform it acquired last year for $200 million. The rollout kicked off this week, integrating crypto into its existing offerings of stocks, stock ISAs, options, and futures, all within a single app. Robinhood noted that the service will waive trading fees, account maintenance fees, and custody fees upon launch. However, UK customers will be charged a 0.1% foreign exchange fee, which rises to 0.3% for some weekend conversions.
2 minutes ago
SK Hynix responds to rumors of considering selling its Chongqing plant: No decisions have been made yet.
SK Hynix has issued a statement addressing market rumors that it is selling its Chongqing, China factory valued at 4 trillion won, stating that the company is studying multiple plans to enhance the competitiveness of its packaging business. No specific decisions have been made as of yet, the firm added, noting that should relevant matters be finalized in the future, it will make a further disclosure within one month of the confirmation date. (Source: Jiemian)
2 minutes ago
Industry analysts project that the cost of the iPhone 18 Pro will surge by nearly 40%, and Apple may adjust its gross margin strategy to ensure stable shipments.
According to TrendForce's latest mobile industry research, rising prices of components led by memory chips have pushed up the overall production cost of Apple's upcoming iPhone 18 series. The research firm estimates that the production cost of the 256GB iPhone 18 Pro in the third quarter will be roughly 38% higher than that of the same model launched in the same period in 2025. In 2027, as memory prices are projected to stay on an upward trajectory, the cost increase for the 256GB iPhone 18 Pro may expand further.
2 minutes ago
JPMorgan Chase: Still Bullish on Global Stock Markets, Cyclical Stocks to Lead the Rally
JPMorgan strategists remain bullish on global equities, expecting the rally to broaden in the second half of the year. As corporate earnings and economic activity metrics improve, cyclical stocks are poised to regain leadership and outperform low-volatility shares. The team led by Mislav Matejka wrote in a report that indices will hit new highs in the second half, adding that positioning is far from extreme and the Q2 earnings season has been reassuring. Within cyclical sectors, they focus on banks, luxury goods, construction materials, mining, industrials and cyclical consumer industries, while favoring emerging markets and the eurozone.
Bitcoin pushed above $65,000 during early trading on Aug. 10 before slipping back below the level, extending its recovery as investors reassessed the U.S. interest rate outlook.
Summary
SoSoValue reported $854 million in weekly Bitcoin ETF inflows as BTC briefly topped $65,000 Monday. July payrolls fell 23,000, prompting traders to reduce expectations for another Federal Reserve rate increase. U.S. July CPI arrives Wednesday, with economists expecting headline inflation to slow to 3.4% annually. BlackRock’s IBIT drew $694 million last week, leading positive flows across U.S. Bitcoin ETF products. Bitcoin gained 3.4% over seven days while remaining roughly 48% below its October record high. BTC was trading near $64,955 at the time of writing, up 0.3% over 24 hours and 3.4% over seven days. Its intraday high reached $65,363.
The move leaves traders with a clear macro event ahead. The Bureau of Labor Statistics will release July consumer inflation data at 8:30 a.m. ET on Wednesday, Aug. 12. The report follows Friday’s unexpectedly weak employment numbers, which reduced expectations that the Federal Reserve would need to raise rates again soon.
Bitcoin gets relief from weaker U.S. jobs data The U.S. economy lost 23,000 nonfarm payroll jobs in July, while unemployment held near 4.1%, according to official BLS data. May payroll growth was revised down by 66,000 and June by 37,000, removing 103,000 jobs from the two previous estimates combined. Average hourly earnings rose 3.2% from a year earlier.
Bitcoin moved above $65,000 after the report as rate expectations shifted. As crypto.news reported in Friday’s payroll reaction, BTC initially gained almost 2% as investors interpreted weaker hiring as reducing pressure on the Fed to tighten policy. The move has since held, although $65,000 has not yet become firm support.
The policy backdrop remains divided. The Federal Reserve held its target range at 3.50% to 3.75% on July 29, but three voting officials preferred a 25 basis point increase, according to its statement. The central bank also said inflation remained above its 2% goal, partly because of energy related supply pressures.
Bitcoin ETF demand strengthened throughout last week Institutional demand also improved as Bitcoin approached resistance. SoSoValue reported $854 million in net inflows into U.S. spot Bitcoin ETFs from Aug. 3 through Aug. 7, with BlackRock’s IBIT accounting for about $694 million. The figure marked a reversal from the weaker fund flows seen around the end of July.
There is a small difference between ETF datasets. Farside’s current flows show daily totals of $170.1 million, $211.5 million, $244.4 million, $137.6 million and $101.7 million over the same five sessions, which sum to about $865.3 million. For that reason, the $854 million weekly total is best attributed specifically to SoSoValue rather than treated as a universal figure.
The demand followed several sessions in which ETF buying failed to produce an immediate breakout. In earlier ETF flow coverage, Bitcoin remained near $64,200 on Aug. 7 even after funds recorded four consecutive positive sessions. Friday’s additional inflows extended that streak while BTC continued challenging the same resistance area.
$65,800 remains a closely watched Bitcoin barrier The price structure has improved since Bitcoin traded near $62,500 at the beginning of last week, but the market has repeatedly struggled between $65,000 and $66,000. Crypto.news previously identified the same area in recent resistance analysis, where $65,000 to $65,500 also contained a concentration of liquidation liquidity.
The Relative Strength Index stood at 55.07, above its moving average of 50.44 and the neutral 50 level. The reading points to moderate bullish momentum, with buyers holding a slight advantage. However, RSI remains well below overbought territory, suggesting momentum has strengthened without becoming stretched.
Bitcoin (BTC) price analysis, source: crypto.news The Awesome Oscillator was positive at about 664.19, supporting the improving momentum picture. Its histogram bars remained relatively small compared with those recorded during stronger directional moves, so the indicator points to improving momentum rather than confirming a major breakout.
Analyst Michaël van de Poppe has placed the next level slightly higher. In an Aug. 9 post, he called $65,800 the “critical level” and said BTC was “ready for a breakout to at least $73,700.”
He also cited bullish divergence in longer duration RSI and MACD readings. Those figures are his technical targets, not confirmed price objectives, and Bitcoin still needs to clear the resistance he identified.
$BTC is ready for a breakout to atleast $73,700.
To me, there's one critical level to break.
That's the weekly level at $65,800.
When I'm looking at the charts, I don't think we'll test lower as the arguments are simply not there.
➡️ The MACD of multiple #Altcoins look… pic.twitter.com/uZ9FlMjz4B
— Michaël van de Poppe (@CryptoMichNL) August 9, 2026 What happens next as U.S. inflation takes focus Wednesday’s CPI report is now the nearest scheduled U.S. catalyst. June consumer prices fell 0.4% from May while rising 3.5% from a year earlier. Core CPI was unchanged during June and rose 2.6% annually. Economists surveyed by Reuters expect July headline inflation to ease to 3.4% annually and core inflation to slow to 2.5%.
The market is also dealing with renewed energy pressure. Brent crude rose 1% to $84.40 on Monday as uncertainty around shipping through the Strait of Hormuz continued. Meanwhile, the U.S. 10 year Treasury yield traded near 4.66%. Futures markets put the probability of a September Fed rate increase near 44%, down from 67% one week earlier.
A hotter CPI reading could rebuild expectations for another increase and put renewed pressure on risk assets. A softer reading could reinforce the interpretation traders drew from Friday’s weak employment report, but it would not guarantee a Bitcoin breakout. The Fed’s next scheduled policy meeting runs Sept. 15 to Sept. 16, leaving policymakers with several more economic releases before deciding whether rates should change.
For Bitcoin, the immediate test therefore remains narrow: holding the recovery around $65,000 while attempting to clear the $65,800 area. Wednesday’s inflation numbers will provide the next evidence on whether the U.S. macro environment supports that move or sends traders back toward the lower end of Bitcoin’s recent range.
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Veteran trader Peter Brandt is leaning toward another decline in Bitcoin, although he stressed that he has not yet placed a bet on the cryptocurrency’s next move.
“I am not in the bet yet, but if I were to bet it would be for a decline,” Brandt said in a post on X.
For now, Bitcoin remains trapped in a relatively narrow range after a sharp correction earlier this summer.
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The flagship cryptocurrency is currently struggling to reclaim a key resistance area near $67,260.
A head-and-shoulders pattern Brandt’s chart shows a large spooky head-and-shoulders formation that developed between April and June.
Bitcoin initially formed a left shoulder in April, with prices reaching the mid-to-upper $70,000s. The cryptocurrency then rallied to a higher peak of roughly $82,000 in May, forming the pattern’s “head.”
A subsequent rebound toward the upper $70,000s in late May and early June created what Brandt labels as the right shoulder. The two shoulders are similar in height. The May peak stands significantly above them.
The neckline of the pattern was drawn around the $75,000 area. Bitcoin broke that level below in early June. The subsequent sell-off took BTC from roughly $75,000 to below $60,000.
card
Brandt's drawn arrow extends toward approximately $58,000, which means that the flagship cryptocurrency could potentially retest the bottom of 2026.
Analyst Ted Pillows has also opined that a close above the $65,000 level would be needed to revive bullish momentum. A move through $67,260-$68,000 would make it possible for the bulls to get the ball back in their court (at least temporarily).
Whales keep selling BTC In the meantime, larger holders keep selling their coins. Blockchain analytics platform Lookonchain reported that a whale sold another 1,019 BTC (roughly $66.4 million).
According to Lookonchain, the whale has sold a total of 7,513 BTC, worth approximately $486.9 million, over the past three weeks.
Bitcoin perpetual futures trading on Binance slowed to a near-historic crawl on August 8, recording its sixth-lowest daily volume in five years. For the exchange that dominates global crypto derivatives, that kind of quiet is the equivalent of a packed stadium suddenly going silent mid-game.
The drop is particularly striking given what preceded it. Just weeks earlier in July, Binance’s Bitcoin futures volumes were surging past $57 billion in transactions, with futures-to-spot volume ratios climbing to multi-year highs around 7.8x.
A ghost town on the world’s busiest exchange Binance is the undisputed heavyweight of Bitcoin perpetual futures. It leads globally in derivatives liquidity and open interest, meaning when volume dries up there, it says something about the broader market’s mood.
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Bitcoin itself wasn’t doing anything dramatic during this stretch, trading near $65,000. No crash, no rally, no headline-grabbing regulatory crackdown. The price was just… sitting there. And apparently, so were traders.
This has happened before Low-volume days on Binance aren’t unprecedented, even if they’re uncommon. The most notable precedent came in early 2023, when trading volumes dropped significantly after the exchange ended its zero-fee trading promotions. That policy change stripped away the artificial incentive for volume, and the market responded predictably: activity fell off a cliff.
The August 8 volume dip doesn’t appear tied to any fee changes or promotional shifts. Analytics providers like Kaiko and CryptoQuant have documented that these contractions often stem from a cocktail of factors: seasonal lulls, shifting trader positioning, and plain old low volatility.
What the futures-to-spot ratio reveals The July surge to a 7.8x futures-to-spot volume ratio is a data point that deserves context. That ratio measures how much more activity is happening in derivatives relative to the underlying spot market. A higher ratio means traders are increasingly using leverage and synthetic instruments rather than buying and selling actual Bitcoin.
When that ratio is elevated, it typically means the market is positioning aggressively. A sudden collapse in futures volume while the ratio had been running hot suggests that many of those positions were either closed or that new entries simply stopped.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
BTC and the crypto market are entering another potentially volatile trading week because of these factors.
The previous business week ended with a bit of a surprise as the jobs report showed that the US economy had lost 23,000 jobs in July, compared to expectations for roughly 80,000 new positions.
Previous months were revised sharply lower as well, solidifying the argument that the labor market is finally weakening. Although this was initially interpreted as good news for risk assets since a softer economy gives the Fed less reason to tighten monetary policy further, one big obstacle remains, and more light will be shed on it this week.
Inflation Week The analysts at The Kobeissi Letter described the coming five days as another ‘big week’ for economic data, with July’s CPI and PPI reports getting the most attention. They will be announced on Wednesday and Thursday, respectively, followed by retail sales and consumer sentiment on Friday.
Wednesday’s Consumer Price Index (CPI) report is undoubtedly the main event, especially since last month’s showed a substantial decline. However, it was probably misleading since it was based on lowered energy costs due to the de-escalation of the Middle East war, which has since deteriorated.
Although Friday’s employment report tilted the monetary policy equation toward a no-hike event, another hot inflation reading could quickly reverse the narrative. As usual, a cooler July CPI report could lead to a BTC and altcoin rally due to reduced expectations for a rate hike, and vice versa.
The PPI reading on Thursday will provide another look at inflation, but from a producer’s side. It’s typically less influential than CPI, but a significant upside surprise could reinforce concerns that price pressures remain high.
Friday’s July retail sales could be the dark horse, as stronger consumer spending would demonstrate that the US economy remains resilient despite the weak employment figures. On the surface, this sounds positive, but it could give the Fed another reason to maintain restrictive monetary policy given the current environment.
You may also like: Wall Street Tightens Grip on Crypto as Institutions Now Drive 72% of Spot Flow: Report BTC, ETH, XRP Whales Step Up Accumulation as CryptoQuant Sees the Bear Market Nearing Its End Bhutan Resumes Bitcoin Selling Spree: Here’s the Latest BTC Transfer In contrast, a weak retail sales reading would strengthen the narrative that the economy is slowing, potentially reducing the requirement for additional rate hikes.
Key Events This Week:
1. July Existing Home Sales data – Tuesday
2. OPEC Monthly Report – Wednesday
3. July CPI Inflation data – Wednesday
4. July PPI Inflation data – Thursday
5. July Retail Sales data – Friday
6. August MI Consumer Sentiment data – Friday
It’s a big week…
— The Kobeissi Letter (@KobeissiLetter) August 9, 2026
War Moves The previous week was also quite eventful, leading to substantial volatility for BTC, which dropped to a monthly low of $62,200 before jumping by over $3,000 at the end of the week. One factor that wasn’t mentioned in the report above is the war against Iran.
Any significant moves in that direction tend to severely impact the crypto market (as well as other financial markets). The promise of a deal from last week brought some hope, but the failure erased it. The latest reports claim that Trump has undertaken a new strategy by “low-keying it with Iran.” According to Axios, he is preparing to allow economic pressure to mount as opposed to ordering a new military offensive.
For now, bitcoin remains sideways at around $65,000 after little to no fluctuations over the past 48 hours.
