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.
Lista DAO, a BNB Chain-based DeFi protocol, is launching liquidity pools on OpenOcean, a multichain DEX aggregator. With this development, Lista DAO is broadening access to the decentralized liquidity across the BNB Chain network. As per Lista DAO’s official announcement, the move lets users leverage diverse Lista-driven trading pairs via the aggregation platform of OpenOcean. The move comes just before the rollout of the LISTA Compounding Rewards Season 1 that will go live on the 26th of July.
Lista DAO Widens Liquidity Access via OpenOcean Integration Integration with OpenOcean permits Lista DAO to deliver enhanced swap pricing as well as more effective execution of trades for market members. So, the provision of liquidity pools through OpenOcean is anticipated to fortify on-chain liquidity, along with making swaps of tokens easier for consumers. The move enables liquidity providers and traders to seamlessly access many crucial trading pairs via OpenOcean.
Among the compatible pools are $USDT/$lisUSD, $BNB/$slisBNB, $USDT/$USDC, and $U/$USDT. At the same time, more pairs are also going to be available in the near future. With the use of the aggregation technology of OpenOcean, consumers can likely leverage optimized routing to search for significantly competitive exchange rates among liquidity providers within the decentralized network.
The partnership denotes a key development for Lista DAO to expand the liquidity infrastructure’s accessibility. Enabling the availability of these pools via a broadly utilized DEX aggregator can advance trading activity while streamlining access. It targets consumers who prioritize performing swaps via one interface instead of interacting with more than one DEX separately. Additionally, the deeper liquidity’s availability is poised to minimize price slippage when large transfers take place.
LISTA Compounding Rewards Season 1 Starts on July 26 According to Lista DAO, parallel to the liquidity expansion, the platform is also readying to unveil Season 1 of the LISTA Compounding Rewards initiative on the 26th of July. The platform will specifically distribute rewards via “Interest Crates,” with 2 primary factors determining allocations, including the maturity and position of the respective position. Overall, the merger of the incentive project and the broadened liquidity access underscores the platform’s endeavors to bolster its DeFi network.
AUTHOR
Umair Younas is a cryptocurrency-related content writer linked with this work since 2019. Here, at Blockchainreporter, he serves as a news and article writer. He is a crypto, blockchain, NFTs, DeFi, and FinTech enthusiast. He has strong command over writing authentic reviews about brokers and exchanges and he has collaborated with our education team to write educational content as well. He has a dream to raise awareness among people about digital currencies. His works are well-researched and brimmed with information hence they provide fresh insights. Stay tuned to his posts if you want to stay up-to-date with the crypto-verse.
Being president is a decent gig. Being president while your family runs a billion-dollar crypto operation is, apparently, an even better one.
President Donald Trump’s 2025 financial disclosure revealed income exceeding $1 billion from digital asset ventures during his first year back in the White House. Estimates peg the total somewhere between $1.2 billion and $1.43 billion, with the bulk flowing from two sources: the family’s World Liberty Financial project and the infamous $TRUMP meme coin.
The disclosure has thrown a wrench into already fragile bipartisan negotiations over the Clarity Act, the sweeping market structure bill that was supposed to give the crypto industry its regulatory framework. Democrats now want the bill rewritten with provisions specifically designed to prevent sitting presidents and their families from cashing in on digital assets. The legislation, as of late July 2026, is going nowhere.
Follow the money The numbers paint a pretty vivid picture. Roughly $500 million to $594 million of Trump’s crypto income came from World Liberty Financial, the DeFi project his family launched in 2024. WLFI controls 75% of its token sale proceeds, and those proceeds have been flowing generously to Trump-linked entities.
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Another $635 million or so came from the $TRUMP meme coin. Here’s the thing about that number, though: it represents profits that were realized while retail investors were getting obliterated. The $TRUMP token has crashed more than 97% from its peak.
WLFI tokens haven’t fared much better, dropping roughly 80% in value.
The legislative standoff Senator Elizabeth Warren has been leading the Democratic charge, arguing that the current draft of the Clarity Act contains loopholes wide enough to drive a presidential motorcade through. Her core argument is straightforward: a president who profits from crypto has a direct financial incentive to shape crypto regulation in his favor, and the legislation needs to explicitly block that.
Recent Senate drafts have floated a proposal to temporarily ban federal officials from issuing digital assets until 2029. That provision alone has become a dealbreaker for Republicans who view it as overreach, and for some Democrats who think it doesn’t go far enough.
The crypto industry spent years begging Washington for regulatory clarity. Congress finally started delivering, passing the GENIUS Act for stablecoins in 2025. But the broader market structure bill, the one that would actually define how tokens are classified and traded, is now hostage to a political fight that has almost nothing to do with the technology itself.
What this means for investors For the crypto market broadly, the stalled Clarity Act is a significant problem. Without a market structure framework, the industry remains in a regulatory gray zone where enforcement actions substitute for clear rules.
The $TRUMP meme coin’s 97%-plus collapse is a case study in what happens when speculative assets tied to political narratives lose momentum. WLFI’s 80% decline tells a similar story. Even with a direct connection to the most powerful person in the country, the token couldn’t sustain its valuation.
The broader risk is that the Democratic push for stricter ethics provisions, if successful, could create a chilling effect beyond just the president’s portfolio. If legislation ends up restricting how any federal official interacts with digital assets, it could discourage the kind of government engagement the industry has been courting. On the other hand, if the Clarity Act dies entirely because neither side can agree on ethics language, the industry loses the regulatory framework it needs to mature.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
HYPE, a trending cryptocurrency token, has lost its previous upward momentum, drawing close scrutiny from market participants. With the price breaking below its established uptrend, traders are now watching several key support zones, including $47-$54, $38-$43, and $34, amid rising concerns of a possible deeper sell-off.
Uptrend break shifts trading approachTechnical analyst Michaël van de Poppe has stated that HYPE’s recent technical breakdown calls for a more passive stance on trading the token. He warned that a similar breakdown in an earlier phase saw HYPE fall sharply from €50 to €15, highlighting the risk that comes with a lost trend.
HYPE has lost the uptrend, so I plan to be more passive in my trading. Last time a similar break occurred, price dropped from €50 to €15. There is a time for aggressive moves and a time for patience—right now, caution is needed.
Van de Poppe suggested that, given the present loss of trend, traders may need to wait for clearer price action signals before re-entering the market aggressively. For now, the breakdown remains a cautionary sign for both short-term and longer-term market participants.
Institutional demand zones under reviewCrypto Patel, another prominent market analyst, offered a more optimistic perspective. He identified several lower demand zones—specifically $47-$54 and $38-$43—as areas where institutional buy setups might emerge if HYPE revisits these levels.
HYPE is entering a weekly demand area, with a fair value gap at $47-$54 and a bullish order block between $38 and $43. These zones could attract institutional buyers, even if most traders see current weakness.
According to Crypto Patel, these zones coincide with the 0.382 to 0.5 Fibonacci retracement levels. The technical overlap creates a potential support band where buyers might attempt to defend structure. However, the market needs confirmation from price action before recovery talks can gain traction.
Patel argued that while the token’s structure—marked by a series of higher-highs and higher-lows—remains intact for now, its resilience will be tested within these demand areas. He drew parallels to previous corrections that eventually fueled fresh highs, provided key support holds.
Mini dictionary: Bullish order block – In technical analysis, this refers to a price range where significant buying activity from institutional investors historically occurred, providing a potential support zone during retracements.
$34 seen as key invalidation levelFor a broader trend reversal, Patel set a macro invalidation point at $34. Weekly candle closes below this threshold, which aligns with the 0.618 Fibonacci retracement, would seriously compromise the bullish structure and suggest further downside. Until this level is lost, he views the current pullback as a reset of market liquidity rather than the start of a deeper collapse.
As HYPE consolidates within these technical zones, trader caution remains elevated. If the $47-$54 band gives way, market attention could quickly turn to $38-$43 as the next key level. Below that, the $34 area stands as the final major support before a substantial breakdown could occur.
Support ZoneTechnical SignificancePotential Impact$47-$54Fair value gapFirst area for buyers to step in$38-$43Bullish order blockNext institutional demand zone$34Macro invalidation/Fibonacci 0.618Significant trend reversal risk belowMarket participants now await HYPE’s reaction in these areas, which may determine whether a sustained recovery is underway or if deeper losses remain possible in upcoming sessions.
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.
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.
Citrini’s Perspective: Recent negative rumors surrounding NAND have been overblown. SanDisk’s low-priced long-term agreement (LTA) is a strategic choice rather than a sign of weak demand, and the firm maintains a bullish outlook on the storage sector.
Citrini analyst Jukan has responded to recent bearish NAND notes and negative rumors about QLC price negotiations circulating in the market. Accepting a price lower than the initial offer when SanDisk signed a long-term agreement (LTA) with Meta is not surprising. As the most active NAND vendor in pursuing LTAs, SanDisk plans to allocate over 50% of its total shipments to such deals. Based on this strategy, it is naturally willing to accept LTA prices lower than current quarterly contract rates, so one cannot infer that "SanDisk cannot seamlessly resell all orders to higher-bidding North American clients." Regarding the rumor that Chinese module manufacturers were rejected when promoting eSSDs to domestic cloud service providers (CSPs), Jukan explained that Chinese CSPs have direct procurement channels from Yangtze Memory Technologies (YMTC) rather than insufficient demand. As for the claim that hyperscale cloud vendors are pressuring down QLC eSSD prices leading to unsold volumes, he noted that new cloud vendors have enough demand to absorb these volumes. Jukan concluded that negative headlines tend to be amplified when storage stocks underperform, but the sector’s fundamentals have not seen substantial deterioration. He reaffirmed his "bullish stance on storage." Earlier, Jukan had stated that DRAM contract prices still have around 40% upside potential by the end of 2027, and HBM supply remains tight. This clarification on the NAND segment further solidifies his bullish outlook for the entire storage space.
1 seconds ago
Changxin's pre-IPO price drops to $6, corresponding to an RMB share price of 40.62 yuan on its first day of listing.
According to Hyperinsight’s monitoring, the Pre-IPO contract price of CXMT (Changxin Memory Technologies, whose listed entity is Changxin Technology) on Hyperliquid has fallen to $6, with a more than 5.7% drop in 24 hours. The corresponding RMB share price stands at 40.62 yuan. Calculated based on the post-issue total share count of 66.881 billion shares, the on-chain implied market capitalization is approximately $400 billion, equivalent to around 2.7 trillion yuan. At this valuation, the subscription cost per lot of 500 shares for retail investors who win the online application is 4,330 yuan. The estimated market value of 500 shares on the first day of listing is 20,310 yuan, translating to a profit of roughly 16,000 yuan per lot.
1 seconds ago
The latest draft of the CLARITY Act includes an incentive clause for white hat hackers, proposing to offer rewards to individuals who identify security vulnerabilities.
The latest draft of the U.S. Senate’s Cryptocurrency Market Structure Act (the CLARITY Act) includes provisions encouraging white hat hackers to responsibly disclose cybersecurity vulnerabilities, proposing to authorize rewards for individuals who identify and report such flaws to bolster protection for digital asset infrastructure before they are maliciously exploited. The provision incorporates the views of former CFTC Chairman J. Christopher Giancarlo, a long-time advocate for digital asset innovation.
1 seconds ago
US tech giants have cut nearly 140,000 jobs this year, with the four leading players' AI capital expenditure totaling $725 billion.
According to statistics from the Financial Times in partnership with Challenger, Gray & Christmas, U.S. tech industry layoffs since 2026 have accounted for more than one-third of all announced layoffs nationwide. Amazon, Oracle, Meta and Microsoft alone have cut nearly 50,000 jobs, roughly 6% of their total workforce. In sharp contrast, Amazon, Alphabet, Meta and Microsoft are projected to invest a combined $725 billion in AI infrastructure such as data centers this year. After laying off staff in March, Oracle’s total headcount dropped by 21,000 for the full year; this month, S&P downgraded its credit rating, citing weak cash flow and uncertain AI returns. Microsoft cut 4,800 jobs this month, mainly in its Xbox gaming division, essentially a full reset of its $75 billion acquisition of Activision Blizzard three years ago. The narrative that "AI causes layoffs" is met with skepticism in academic circles. Enrico Moretti, an economics professor at the University of California, Berkeley, notes that AI-related layoffs are more of an excuse for management to correct over-hiring during the pandemic. "Claiming AI-driven efficiency gains is easier than admitting to over-hiring back then," he said. Market pricing also contradicts this narrative: within 30 trading days of announcing layoffs, companies that attributed cuts to AI saw their stock prices underperform the Nasdaq by nearly 10%, while companies laying off for other reasons lagged by only around 4%. Amazon and Microsoft have explicitly stated that AI adoption is not a decisive factor in their layoffs. In contrast to the tech giants’ non-core business contractions, AI-native startups like Anthropic and OpenAI are still rapidly expanding their workforce, driving fast growth in AI sector employment. "What is being cut is merely all other non-core business segments."
1 seconds ago
Layer1 project Vanar will begin migrating its infrastructure to Base next Tuesday.
Layer 1 blockchain project Vanar announced that its infrastructure migration to Base will kick off next Tuesday. Users currently staking VANRY must first unstake, wait for the cooldown period to elapse before claiming their tokens. Earlier, Vanar stated that existing VANRY token holders can complete the migration at a 1:1 ratio, with their holding amounts remaining unchanged. Additionally, VANRY’s total supply will rise from 2.4 billion to 10 billion tokens, approximately 62% of which will stay locked during the migration. Once the migration is complete, staking for Vanarchain validators will be halted.
1 seconds ago
2035年数据中心将占美国电力消耗的约20%,成为下一个AI瓶颈
U.S. data center power demand is projected to surge by 253% from 2026 levels, reaching a record 194 gigawatts by 2035 — with 1 gigawatt roughly matching the capacity of a traditional nuclear reactor. Currently, data centers consume 6% of the U.S.’s annual electricity; that share is estimated to climb to around 12% by 2030, and will account for roughly 20% of total U.S. electricity consumption by 2035. Most of the growth in U.S. power demand is concentrated in a handful of grid regions, such as the PJM Interconnection, which serves Washington, D.C. and 13 states including Virginia, Pennsylvania and Ohio. Power will be the next AI bottleneck.
Citrini’s Perspective: Recent negative rumors surrounding NAND have been overblown. SanDisk’s low-priced long-term agreement (LTA) is a strategic choice rather than a sign of weak demand, and the firm maintains a bullish outlook on the storage sector.
Citrini analyst Jukan has responded to recent bearish NAND notes and negative rumors about QLC price negotiations circulating in the market. Accepting a price lower than the initial offer when SanDisk signed a long-term agreement (LTA) with Meta is not surprising. As the most active NAND vendor in pursuing LTAs, SanDisk plans to allocate over 50% of its total shipments to such deals. Based on this strategy, it is naturally willing to accept LTA prices lower than current quarterly contract rates, so one cannot infer that "SanDisk cannot seamlessly resell all orders to higher-bidding North American clients." Regarding the rumor that Chinese module manufacturers were rejected when promoting eSSDs to domestic cloud service providers (CSPs), Jukan explained that Chinese CSPs have direct procurement channels from Yangtze Memory Technologies (YMTC) rather than insufficient demand. As for the claim that hyperscale cloud vendors are pressuring down QLC eSSD prices leading to unsold volumes, he noted that new cloud vendors have enough demand to absorb these volumes. Jukan concluded that negative headlines tend to be amplified when storage stocks underperform, but the sector’s fundamentals have not seen substantial deterioration. He reaffirmed his "bullish stance on storage." Earlier, Jukan had stated that DRAM contract prices still have around 40% upside potential by the end of 2027, and HBM supply remains tight. This clarification on the NAND segment further solidifies his bullish outlook for the entire storage space.
1 seconds ago
Changxin's pre-IPO price drops to $6, corresponding to an RMB share price of 40.62 yuan on its first day of listing.
According to Hyperinsight’s monitoring, the Pre-IPO contract price of CXMT (Changxin Memory Technologies, whose listed entity is Changxin Technology) on Hyperliquid has fallen to $6, with a more than 5.7% drop in 24 hours. The corresponding RMB share price stands at 40.62 yuan. Calculated based on the post-issue total share count of 66.881 billion shares, the on-chain implied market capitalization is approximately $400 billion, equivalent to around 2.7 trillion yuan. At this valuation, the subscription cost per lot of 500 shares for retail investors who win the online application is 4,330 yuan. The estimated market value of 500 shares on the first day of listing is 20,310 yuan, translating to a profit of roughly 16,000 yuan per lot.
1 seconds ago
The latest draft of the CLARITY Act includes an incentive clause for white hat hackers, proposing to offer rewards to individuals who identify security vulnerabilities.
The latest draft of the U.S. Senate’s Cryptocurrency Market Structure Act (the CLARITY Act) includes provisions encouraging white hat hackers to responsibly disclose cybersecurity vulnerabilities, proposing to authorize rewards for individuals who identify and report such flaws to bolster protection for digital asset infrastructure before they are maliciously exploited. The provision incorporates the views of former CFTC Chairman J. Christopher Giancarlo, a long-time advocate for digital asset innovation.
1 seconds ago
US tech giants have cut nearly 140,000 jobs this year, with the four leading players' AI capital expenditure totaling $725 billion.
According to statistics from the Financial Times in partnership with Challenger, Gray & Christmas, U.S. tech industry layoffs since 2026 have accounted for more than one-third of all announced layoffs nationwide. Amazon, Oracle, Meta and Microsoft alone have cut nearly 50,000 jobs, roughly 6% of their total workforce. In sharp contrast, Amazon, Alphabet, Meta and Microsoft are projected to invest a combined $725 billion in AI infrastructure such as data centers this year. After laying off staff in March, Oracle’s total headcount dropped by 21,000 for the full year; this month, S&P downgraded its credit rating, citing weak cash flow and uncertain AI returns. Microsoft cut 4,800 jobs this month, mainly in its Xbox gaming division, essentially a full reset of its $75 billion acquisition of Activision Blizzard three years ago. The narrative that "AI causes layoffs" is met with skepticism in academic circles. Enrico Moretti, an economics professor at the University of California, Berkeley, notes that AI-related layoffs are more of an excuse for management to correct over-hiring during the pandemic. "Claiming AI-driven efficiency gains is easier than admitting to over-hiring back then," he said. Market pricing also contradicts this narrative: within 30 trading days of announcing layoffs, companies that attributed cuts to AI saw their stock prices underperform the Nasdaq by nearly 10%, while companies laying off for other reasons lagged by only around 4%. Amazon and Microsoft have explicitly stated that AI adoption is not a decisive factor in their layoffs. In contrast to the tech giants’ non-core business contractions, AI-native startups like Anthropic and OpenAI are still rapidly expanding their workforce, driving fast growth in AI sector employment. "What is being cut is merely all other non-core business segments."
1 seconds ago
Layer1 project Vanar will begin migrating its infrastructure to Base next Tuesday.
Layer 1 blockchain project Vanar announced that its infrastructure migration to Base will kick off next Tuesday. Users currently staking VANRY must first unstake, wait for the cooldown period to elapse before claiming their tokens. Earlier, Vanar stated that existing VANRY token holders can complete the migration at a 1:1 ratio, with their holding amounts remaining unchanged. Additionally, VANRY’s total supply will rise from 2.4 billion to 10 billion tokens, approximately 62% of which will stay locked during the migration. Once the migration is complete, staking for Vanarchain validators will be halted.
1 seconds ago
2035年数据中心将占美国电力消耗的约20%,成为下一个AI瓶颈
U.S. data center power demand is projected to surge by 253% from 2026 levels, reaching a record 194 gigawatts by 2035 — with 1 gigawatt roughly matching the capacity of a traditional nuclear reactor. Currently, data centers consume 6% of the U.S.’s annual electricity; that share is estimated to climb to around 12% by 2030, and will account for roughly 20% of total U.S. electricity consumption by 2035. Most of the growth in U.S. power demand is concentrated in a handful of grid regions, such as the PJM Interconnection, which serves Washington, D.C. and 13 states including Virginia, Pennsylvania and Ohio. Power will be the next AI bottleneck.
25 July 2026 | 11:32 Hyperliquid has returned to a level that could determine whether its broader recovery structure remains intact.
Key Takeaways HYPE has slipped below the 50% retracement of its spring advance. The token is testing its 100-day moving average near $56.7. Recovering $57.6 could support a rebound toward $62. A confirmed loss of the current support zone would expose $53. HYPE trades near $57 at the time of writing after slipping beneath the 0.5 Fibonacci retracement close to $57.6. That level marks the midpoint of the token’s advance from approximately $38 to $77.
The pullback has brought price directly to the 100-day simple moving average near $56.7. Together with the psychological $57 level, it forms the final visible support zone before the deeper 0.618 Fibonacci retracement near $53.
Daily Hyperliquid technical price chart with Fibonacci levels / Source: TradingView The 100-Day Average Is the Immediate Test HYPE has already broken below the rising trendline that supported its advance from the June low. It also trades beneath the 50-day simple moving average near $64 and has formed a sequence of lower recovery highs since approaching $77.
The same support zone was already under pressure a day earlier, as ETF demand weakened while HYPE tested this crucial level.
The 100-day average is therefore the clearest remaining measure of medium-term support. An intraday move beneath it would carry less weight than a completed daily candle, particularly while price remains close to the 50% retracement.
A close back above the current support zone would show that buyers are still defending half of the spring rally. Acceptance below it would indicate that the correction is extending into a deeper part of the Fibonacci range.
A Recovery First Needs to Reclaim $57.6 The first sign of stabilisation would be a move back above the 0.5 retracement near $57.6.
If that level is recovered, the next resistance sits around $62, corresponding with the 0.382 retracement. This area previously acted as support and could now attract sellers looking to exit during a rebound.
Beyond $62, the falling 50-day average near $64 is the more important barrier. Until HYPE recovers it, an advance from the current level would remain a relief bounce inside a weakening structure rather than a confirmed trend reversal.
The next major resistance above the moving average is the 0.236 retracement near $67.8. Reclaiming that area would begin to challenge the sequence of lower highs established since June.
Price Level Technical Role $57.6 The midpoint of the spring rally and the first level HYPE needs to reclaim. $56.7 The 100-day moving average supporting the current price zone. $62 Former support and the first meaningful resistance on a rebound. $64 The falling 50-day average separating a relief bounce from a stronger recovery. $53 The 0.618 retracement and the next major support below the current zone. A Daily Close Below the 100-Day Average Exposes $53 A completed candle beneath the 100-day average and the wider $57 shelf would weaken the remaining medium-term support structure.
The next measured level is the 0.618 Fibonacci retracement near $53. A move there would mean HYPE had surrendered more than 60% of its advance from $38 to $77.
Buyers could still attempt to form a base around that level, but a weak reaction would place the 0.786 retracement near $46.5 back into focus. Reaching that area would unwind most of the spring rally and return price much closer to its origin.
The Daily Close Will Confirm the Next Move The chart is no longer best described through a triangle because the trendlines that formed it have already been broken. The cleaner structure is defined by the current $56.7–$57.6 decision zone, resistance at $62 and deeper support at $53.
It also does not provide a valid 200-day moving average because HYPE lacks sufficient trading history, because its newer token. For now, the 50-day and 100-day averages, together with the Fibonacci grid, provide the relevant technical framework.
Disclaimer:
This article is for informational purposes only and isn’t financial advice. Technical levels reflect chart conditions at the time of writing, not price predictions – HYPE is a newer, highly volatile asset. Always do your own research before trading. Methodology:
Price levels are based on the daily HYPE/USD chart on Coinbase via TradingView, captured July 25, 2026. Author
Kosta has reported on cryptocurrency markets and blockchain infrastructure since 2020, bringing over six years of hands-on experience in the crypto industry built through daily tracking of markets, trends, and emerging blockchain developments. Specializing in Bitcoin on-chain analysis, institutional ETF flows, and digital asset price action, his work at Coindoo has been cited by other news agencies and consistently covers market developments with a focus on data-driven reporting across Bitcoin, Ethereum, Solana, and XRP. Over the years, Kosta has contributed to multiple crypto media outlets in different regions, authoring over 6,000 articles across the sector. His reporting spans cryptocurrency markets and the broader fintech industry, tracking not only price action but also the technological and regulatory forces shaping the ecosystem. To support his analysis, Kosta actively leverages on-chain data and metrics from leading platforms such as Santiment, Glassnode, and CryptoQuant, enabling deeper, evidence-based market insights. He believes in the power of transparency and the data that underpins the blockchain ecosystem. His academic background in Marketing Management from Denmark further complements his analytical approach, adding a strong understanding of communication strategy and content positioning to his work.
Citrini’s Perspective: Recent negative rumors surrounding NAND have been overblown. SanDisk’s low-priced long-term agreement (LTA) is a strategic choice rather than a sign of weak demand, and the firm maintains a bullish outlook on the storage sector.
Citrini analyst Jukan has responded to recent bearish NAND notes and negative rumors about QLC price negotiations circulating in the market. Accepting a price lower than the initial offer when SanDisk signed a long-term agreement (LTA) with Meta is not surprising. As the most active NAND vendor in pursuing LTAs, SanDisk plans to allocate over 50% of its total shipments to such deals. Based on this strategy, it is naturally willing to accept LTA prices lower than current quarterly contract rates, so one cannot infer that "SanDisk cannot seamlessly resell all orders to higher-bidding North American clients." Regarding the rumor that Chinese module manufacturers were rejected when promoting eSSDs to domestic cloud service providers (CSPs), Jukan explained that Chinese CSPs have direct procurement channels from Yangtze Memory Technologies (YMTC) rather than insufficient demand. As for the claim that hyperscale cloud vendors are pressuring down QLC eSSD prices leading to unsold volumes, he noted that new cloud vendors have enough demand to absorb these volumes. Jukan concluded that negative headlines tend to be amplified when storage stocks underperform, but the sector’s fundamentals have not seen substantial deterioration. He reaffirmed his "bullish stance on storage." Earlier, Jukan had stated that DRAM contract prices still have around 40% upside potential by the end of 2027, and HBM supply remains tight. This clarification on the NAND segment further solidifies his bullish outlook for the entire storage space.
1 seconds ago
The latest draft of the CLARITY Act includes an incentive clause for white hat hackers, proposing to offer rewards to individuals who identify security vulnerabilities.
The latest draft of the U.S. Senate’s Cryptocurrency Market Structure Act (the CLARITY Act) includes provisions encouraging white hat hackers to responsibly disclose cybersecurity vulnerabilities, proposing to authorize rewards for individuals who identify and report such flaws to bolster protection for digital asset infrastructure before they are maliciously exploited. The provision incorporates the views of former CFTC Chairman J. Christopher Giancarlo, a long-time advocate for digital asset innovation.
1 seconds ago
US tech giants have cut nearly 140,000 jobs this year, with the four leading players' AI capital expenditure totaling $725 billion.
According to statistics from the Financial Times in partnership with Challenger, Gray & Christmas, U.S. tech industry layoffs since 2026 have accounted for more than one-third of all announced layoffs nationwide. Amazon, Oracle, Meta and Microsoft alone have cut nearly 50,000 jobs, roughly 6% of their total workforce. In sharp contrast, Amazon, Alphabet, Meta and Microsoft are projected to invest a combined $725 billion in AI infrastructure such as data centers this year. After laying off staff in March, Oracle’s total headcount dropped by 21,000 for the full year; this month, S&P downgraded its credit rating, citing weak cash flow and uncertain AI returns. Microsoft cut 4,800 jobs this month, mainly in its Xbox gaming division, essentially a full reset of its $75 billion acquisition of Activision Blizzard three years ago. The narrative that "AI causes layoffs" is met with skepticism in academic circles. Enrico Moretti, an economics professor at the University of California, Berkeley, notes that AI-related layoffs are more of an excuse for management to correct over-hiring during the pandemic. "Claiming AI-driven efficiency gains is easier than admitting to over-hiring back then," he said. Market pricing also contradicts this narrative: within 30 trading days of announcing layoffs, companies that attributed cuts to AI saw their stock prices underperform the Nasdaq by nearly 10%, while companies laying off for other reasons lagged by only around 4%. Amazon and Microsoft have explicitly stated that AI adoption is not a decisive factor in their layoffs. In contrast to the tech giants’ non-core business contractions, AI-native startups like Anthropic and OpenAI are still rapidly expanding their workforce, driving fast growth in AI sector employment. "What is being cut is merely all other non-core business segments."
1 seconds ago
Layer1 project Vanar will begin migrating its infrastructure to Base next Tuesday.
Layer 1 blockchain project Vanar announced that its infrastructure migration to Base will kick off next Tuesday. Users currently staking VANRY must first unstake, wait for the cooldown period to elapse before claiming their tokens. Earlier, Vanar stated that existing VANRY token holders can complete the migration at a 1:1 ratio, with their holding amounts remaining unchanged. Additionally, VANRY’s total supply will rise from 2.4 billion to 10 billion tokens, approximately 62% of which will stay locked during the migration. Once the migration is complete, staking for Vanarchain validators will be halted.
1 seconds ago
2035年数据中心将占美国电力消耗的约20%,成为下一个AI瓶颈
U.S. data center power demand is projected to surge by 253% from 2026 levels, reaching a record 194 gigawatts by 2035 — with 1 gigawatt roughly matching the capacity of a traditional nuclear reactor. Currently, data centers consume 6% of the U.S.’s annual electricity; that share is estimated to climb to around 12% by 2030, and will account for roughly 20% of total U.S. electricity consumption by 2035. Most of the growth in U.S. power demand is concentrated in a handful of grid regions, such as the PJM Interconnection, which serves Washington, D.C. and 13 states including Virginia, Pennsylvania and Ohio. Power will be the next AI bottleneck.
1 seconds ago
Robinhood Chain's 24-hour network fee revenue reached $350,000, ranking fourth among all blockchains.
According to DeFiLlama data, Robinhood EVM Chain generated $350,000 in 24-hour network fee revenue, ranking fourth among all blockchains, trailing only Canton, Tron, and Solana. Launched on July 1, the Robinhood EVM Chain has seen its total value locked (TVL) quickly rise to $315 million. Though originally designed for on-chain stocks and ETFs, it has emerged as a major hub for meme coin activity.
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Blockchain data tracker Whale Alert recently reported the transfer of 557,902 HYPE tokens valued at $32,898,942 within the last 24 hours.
Whale Alert reported that 557,902 HYPE worth $32,898,942 was transferred from an unknown wallet to HyperCore, the core trading infrastructure of the Hyperliquid blockchain.
HyperCore is the native financial and trading execution engine for the Hyperliquid Layer 1 blockchain, running fully on-chain spot and perpetual order books.
While details about the intent of the transaction were scant per Whale Alert's reporting, on-chain analytics platform Lookonchain reported a similar move, which might provide further details.
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Lookonchain reported that a whale received 557,902 HYPE from FalconX and deposited it into Hyperliquid for staking. Going by this, the reason why the 557,902 HYPE might have been moved to the HyperCore platform was to stake it.
This follows an increase in staking activity by whales or large holders. On July 24, Lookonchain reported a whale who staked 2.93 million HYPE worth $172 million. Within 24 hours, 19 wallets (likely belonging to the same whale) deposited 2.93 million HYPE into Hyperliquid and staked it.
Hyperliquid price actionAt the time of writing, HYPE was down 1.59% in the last 24 hours to $57.48, extending a drop since the week's start. The token is likewise down 2.13% weekly.
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HYPE's price fell for four days straight, from July 21 to July 24, as its recovery lagged, forming a series of lower highs since its July pullback from record highs.
The broader market picture tells a cautious story, with several major cryptocurrencies down over the past day.
In the last 24 hours, $244 million has been liquidated in crypto positions, with longs accounting for a larger chunk at $215 million while shorts came in at $29 million, according to CoinGlass data.
The recent drop highlights a lingering weakness across a larger portion of the altcoin market, with a few tokens posting gains.
A significant transaction involving 557,902 HYPE tokens valued at $32,898,942 was recorded within the last 24 hours, according to blockchain data platform Whale Alert.
Whale activity and HyperCore connectionWhale Alert observed that the HYPE tokens were transferred from an unidentified wallet to HyperCore, the central trading hub for the Hyperliquid blockchain. HyperCore serves as the foundational financial and trading engine of the Hyperliquid network, enabling on-chain spot and perpetual trading through native order books.
On-chain analytics service Lookonchain reported a related flow, identifying that the whale received 557,902 HYPE from FalconX and subsequently deposited the tokens into Hyperliquid for staking. This sequence suggests the transfer’s primary purpose was to stake the assets through Hyperliquid’s infrastructure.
Mini dictionary: HyperCore – The core protocol on the Hyperliquid Layer 1 blockchain designed to execute spot and perpetual trading entirely on-chain, utilizing order books to match supply and demand without centralized intermediaries.
This latest action follows a pattern of growing staking activity among large HYPE holders. Lookonchain recently tracked another whale who staked 2.93 million HYPE, valued at $172 million, using 19 wallets likely under unified control. These deposits and staking took place within a single 24-hour period, further illustrating heightened whale interest in HYPE staking opportunities.
Price movements and broader market sentimentAs of the latest figures, HYPE traded at $57.48, registering a 1.59% decrease over the past day and a 2.13% drop over the previous week. The token has now declined for four consecutive days, beginning July 21, as its recovery from July’s earlier highs faltered and it continued to set lower highs.
HYPE’s chart shows a steady drift downward since its July pullback, with the token extending its losing streak this week and failing to reverse the trend.
The subdued performance in HYPE aligns with a wider downturn in the cryptocurrency market. Many major coins have also traded lower in recent days, with sentiment remaining cautious among investors.
Market liquidations and investor impactAggregated data from CoinGlass indicates that liquidation activity has picked up, mirroring volatility across the sector. Within the past 24 hours, total liquidations reached $244 million, with long positions accounting for $215 million of the total while short positions made up $29 million. This breakdown suggests that the recent moves caught bullish traders off guard, prompting swift position closures.
Token24h Change7d ChangeCurrent Price24h LiquidationsHYPE-1.59%-2.13%$57.48–Crypto market (aggregate)N/AN/AN/A$244 millionOnly a few tokens have managed to post gains during this period, reflecting broader weakness in the altcoin market. The overall trend remains cautious, with whale activity in $HYPE standing out against the general backdrop of decline.
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.
Donald Trump-backed Official Trump (TRUMP) memecoin team has just moved nearly $17 million worth of its tokens. The latest on-chain transfer comes on the heels of the CLARITY Act deadline, spurring speculations. In addition, the scheduled TRUMP token unlock has led to other lawyer of reasoning behind the move.
Official Trump Team Moves Millions In TRUMP Memecoin Donald Trump’s team shifted 16.84 million TRUMP tokens worth approximately $16.91 million to three Fireblocks custody wallets today, according to Arkham Intelligence data.
“TRUMP TEAM SENT $16M TRUMP TO CUSTODY.” The blockchain analytics platform added, “The $TRUMP team just transferred $16.91M of TRUMP to 3 Fireblocks Custody addresses.”
The transfers were distributed in three wallets. First, approximately 3.555 million worth $5.5 million TRUMP tokens were transferred to an address on Fireblocks. Thereafter, the team moved 3.596 million TRUMP tokens to another address on Fireblocks. At last, 3.686 million TRUMP tokens were shifted to a third address on Fireblocks. The total of the transfers on execution was approximately $16.91 million.
TRUMP TEAM SENT $16M TRUMP TO CUSTODY
The $TRUMP team just transferred $16.91M of TRUMP to 3 Fireblocks Custody addresses.
These addresses have all received $TRUMP in the past, and all sent their past TRUMP to Bitgo. Are they distributing TRUMP unlocks? pic.twitter.com/Y6XU8dg7qS
— Arkham (@arkham) July 25, 2026
Moreover, Arkham said that these wallets had previously also received TRUMP tokens. The firm asked, “These addresses have all received $TRUMP in the past, and all sent their past TRUMP to Bitgo. Are they distributing TRUMP unlocks?”
The latest movement drew attention as a big part of the token is kept under the control of the insiders. The TRUMP team has the ability to sell up to 96 million tokens, or 9.6% of the entire token supply, at the current price tag of $150 million, per crypto tools data. This figure is significant as it is about 40% of the current total token supply of 237 million.
There are currently 80% of the total supply in the hands of the insiders, and almost 670 million tokens (67%) are already unlocked. At press time, the TRUMP token was at $1.57, marking an 83% decline from its year-over-year high and nearly 98% drop from $73.43 in January 2025. According to data, there have been approximately 1 million buyers who have lost a total of $3.81 billion.
The CLARITY Act Factor In Play The Trump coin activity on-chain comes amid digital asset legislation in Washington. Despite recognizing it wouldn’t get 60 votes required for passage, Senate Majority Leader John Thune is trying to get the CLARITY Act to the floor prior to the August recess.
As CoinGape reported previously, Thune said, “I would like to at least get Clarity started. We’ll see where the votes are.” The bill passed the House in July 2025 and passed the Senate Banking Committee the following month with a vote of 15-9 in May 2026. However, the bill still needs to gain about seven Democratic votes to pass and key issues of contention remain: ethics rules and consumer protection.
The ethics provisions crackdown on Donald Trump’s crypto businesses like the TRUMP meme coin. Hence, the recent onchain movement has sparked discussions on the Internet.
TLDR: Trump Coin News centers on a team-linked transfer of 10.84 million TRUMP tokens worth about $16.91 million into a custody route. Lookonchain says team-linked wallets moved $172.4 million worth of TRUMP across three batches during five months. Official Trump (TRUMP) trades near $1.56, while the $1.50 level offers the nearest psychological support if exchange-bound supply increases. Custody transfers do not confirm token sales, and the team has not disclosed whether the movement reflects storage, liquidity planning, or distribution. Trump Coin news has returned to on-chain flows after a team-linked wallet transferred 10.84 million TRUMP tokens. The assets were worth about $16.91 million when trackers flagged the movement on July 25. Lookonchain described the transfer as the third large batch from the same wallet cluster in five months.
The TRUMP price traded near $1.56 after the move, down about 2.6% over 24 hours. Coingecko data shows the market value reached near $387 million and daily volume around $198 million. The transfer adds new supply concerns, although blockchain activity alone cannot confirm that the team sold any tokens.
Trump Coin News Tracks Third Major Team Wallet Transfer Lookonchain says the latest team wallet transfer followed a route seen during two earlier distributions. Tokens first leave the allocation wallet before moving through institutional custody infrastructure. Previous batches later reached centralized exchanges, including OKX, according to on-chain reports.
The #Trump team transferred out another 10.84M $TRUMP($16.91M) 1 hour ago, likely to be deposited into BitGo and then sent to exchanges.
Over the past 5 months, the #Trump team has transferred out 48.25M $TRUMP ($172.4M) in 3 batches.
After each transfer, the price of $TRUMP… pic.twitter.com/XdL9NZikpr
— Lookonchain (@lookonchain) July 25, 2026
On-chain analyst Yu Jin said that the 10.837 million tokens could move through BitGo before reaching exchange accounts. Arkham-linked reporting also identified transfers involving Fireblocks custody addresses. These services can support secure storage, settlement, or exchange routing, so a custody deposit does not prove immediate selling.
TrumpCoin News reveals the team-linked wallets moved 48.25 million TRUMP, valued at $172.4 million, across three batches. According to market data, those periods had a price decline exceeding 66%.
That figure shows correlation, not confirmed causation. TRUMP also trades as a high-volatility memecoin and often reacts to Bitcoin, liquidity conditions, and wider risk sentiment. Yet large exchange-bound flows can increase available supply and weaken confidence when demand does not rise at the same pace.
TRUMP Price Holds $1.50 as Exchange Flow Risk Builds The TRUMP price remains close to the lower end of its recent trading range. Coingecko data shows the Official Trump (TRUMP) price reached a 24-hour low near $1.55 and a high around $1.61. The $1.50 area now acts as the nearest psychological level watched by short-term traders.
Official Trump (TRUMP) Price A break below that zone could expose the $1.40 to $1.45 area, especially if fresh tokens reach exchanges. Conversely, stabilization above $1.50 may limit immediate pressure if Bitcoin and the broader crypto market recover. Trading volume will help show whether sellers gain control or buyers absorb the additional supply.
Trump coin news may remain sensitive to destination addresses over the next several sessions. Transfers into custody wallets may reflect treasury management, liquidity planning, or preparation for exchange deposits. Only later movements into known trading venues would strengthen the case for active distribution.
The team has not publicly confirmed the purpose of the latest transfer. That leaves wallet labels, transaction routes, and subsequent exchange deposits as the main evidence available to traders.
Official Trump [TRUMP] memecoin traded within a narrow range between $1.50 and $1.60 over recent weeks.
At press time, TRUMP traded near $1.56 after declining 2.46% over 24 hours. It also extended its weekly loss to 4%. Meanwhile, Trading Volume dropped 17%, reflecting weaker market participation.
Why did the TRUMP team move 10.8M TRUMP? While Official Trump [TRUMP] struggled on the charts, a team-linked address transferred another large token batch.
According to Arkham, the address moved 10.837 million TRUMP, valued at $16.91 million.
Source: Arkham Over five months, the team reportedly transferred 48.25 million tokens across three batches. Their combined value at each transfer was $172.4 million.
Previous batches later moved through BitGo before reaching centralized exchanges. However, the latest tokens had not necessarily followed that route yet.
The transfer itself did not create new tokens. Still, unlocked tokens entering exchanges could expand the sellable supply and pressure TRUMP’s price.
Are traders preparing to sell? The transfer coincided with cautious activity across TRUMP’s futures and Spot markets. Futures Outflows reached $27.02 million, while Futures Inflows stood at $24.7 million.
Source: CoinGlass As a result, Futures Netflow fell to -$2.32 million. The negative reading showed more capital leaving futures exchanges than entering them.
However, the data alone could not confirm whether traders closed positions or moved funds elsewhere. By contrast, Spot Netflow turned positive at $107,000 after recording -$500,000 the previous day.
Source: CoinGlass Positive Spot Netflow indicated that exchange deposits exceeded withdrawals. This could increase near-term selling pressure if holders liquidate those tokens.
Can the memecoin defend $1.50? Despite the transfer, TRUMP’s momentum indicators showed no clear directional advantage. The Aroon Up measured 50, while the Aroon Down stood at 42.
Source: TradingView The narrow gap suggested that neither buyers nor sellers had established firm control.
At the same time, the MACD continued rising but remained below zero. This suggested improving momentum within a still-bearish structure.
Taken together, the indicators could support further consolidation between $1.50 and $1.60.
However, stronger selling could push TRUMP toward $1.40. Holding $1.50 may keep the existing range intact.
Final Summary A team-linked address transferred 10.837 million TRUMP tokens valued at $16.91 million. Positive Spot Netflow raised selling concerns, although TRUMP retained its narrow trading range.
The WLFI token notched a 10-week price high in a matter of hours, only to cough up most of the move in the same session. The rapid pump and dump arrived alongside a sudden burst of large-wallet activity—$100K+ whale transactions hit their highest level since April 11th, according to the on-chain update from Santiment. The data paints a clear picture of a coin that caught a speculative tailwind, but the staying power of the move remains very much in question.
Whale Surge Coincides with Binance Campaign The spike in whale transactions wasn’t random. Santiment points directly to rising demand for USD1, the stablecoin embedded in WLFI’s ecosystem, as the clearest catalyst. Binance recently extended a USD1 holder campaign that pays eligible users in WLFI, effectively creating a yield-chasing loop. When an exchange of that size dangles rewards in a governance token, it concentrates attention—and large players often move first. The result was a +19% intraday pump that pushed WLFI to multi-week highs, though the subsequent reversal showed how fragile the bid was.
The pattern is familiar: a promotional incentive generates short-lived demand, whales ride the momentum, and the price snaps back once the acute buying dries up. It’s a market structure signal rather than a fundamental shift. Traders watching on-chain data saw the same wallet cohort that often front-runs exchange promotions pile in, then distribute. The size of the transactions suggests this wasn’t retail speculation alone—it carried the hallmarks of deep-pocketed actors who understand liquidity windows.
USD1 and Governance at the Core WLFI’s own documentation frames USD1 and governance as central to the project, which gives the Binance campaign a more structural angle than a simple airdrop. If USD1 adoption grows, WLFI governance holders could gain greater influence over protocol parameters, creating a feedback loop that more patient capital might value. But the on-chain footprint so far doesn’t show clear accumulation—merely positioning ahead of a campaign payout, something that tends to unwind once tokens hit wallets. Similar dynamics have played out in many governance token ecosystems where exchange incentives temporarily distort supply signals.
For now, the episode reinforces how thin liquidity can amplify short-term moves in smaller altcoins. The demand catalysts in governance tokens often come from external partnerships or exchange promotions, and distinguishing between transient flows and genuine ecosystem growth remains the core challenge for anyone watching the tape. Stablecoin integration with projects like USD1 also ties into the broader tokenization and governance narrative that has driven institutional interest this quarter, but WLFI’s move was largely about short-term event-driven flow.
What the Move Means for Traders The key question now is whether the large-wallet cohort will keep those positions on the books after the campaign ends. If whale-held supply stays elevated, it could hint at a more lasting conviction behind USD1 and WLFI’s governance model. If those addresses lighten up quickly, the 10-week high will look like another classic distribution event. On-chain observers will be watching exchange inflow patterns and holder breakdowns over the coming days.
For market participants, the episode serves as a reminder that price spikes without sustained volume and clear fundamental progress often resolve the same way they arrived—sharply. The Santiment data isolates the whale move as the standout anomaly, not a slow-burning trend. That makes this more of a tactical signal than a structural pivot, at least until the relationship between USD1 adoption and WLFI governance demand becomes more than a promotional campaign.
AUTHOR
Max delves deep into the cryptocurrency realm, with a passion for altcoins and NFTs. Convinced of crypto's transformative potential, he envisions a decentralized financial future. Max's background in the financial sector grants him unique insights into global monetary systems. In his leisure, Max embraces the thrill of adventures and is an avid sports enthusiast, finding balance and rejuvenation away from work.
Escalating tensions tied to the Iran conflict have pushed crude prices toward the $90 to $97 per barrel range, and investors are now betting that the Fed may need to raise interest rates at its upcoming policy meeting.
Treasury yields surge as rate cut dreams evaporate The bond market is already pricing in the pain. US 2-year Treasury yields climbed to 4.37% on July 23, their highest level since early 2025. The 10-year benchmark wasn’t far behind, reaching a year-to-date high of approximately 4.7%.
The 2-year yield is particularly telling because it tends to track near-term Fed policy expectations. Market-implied odds for a Fed rate hike have increased significantly in the wake of the oil shock. This represents a complete reversal from the consensus view that had prevailed for months, where multiple rate cuts were expected before year-end.
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The Fed’s preferred inflation gauge, the PCE index, was already projected to rise to 2.7% back in March when a prior oil surge hit markets. With crude now flirting with triple digits, those projections could look optimistic.
The crypto connection: why Bitcoin should be watching crude oil Higher interest rates mean tighter financial conditions, which mean less capital flowing into risk assets. Back in March 2026, when oil prices staged a similar surge, Bitcoin traded between $64,000 and $71,000 amid significant volatility.
When the Fed raises rates, holding cash or bonds becomes more attractive because you’re earning more yield. Non-yielding assets like Bitcoin and gold face an uphill battle competing for capital when a 2-year Treasury is paying 4.37% risk-free.
Geopolitics meets monetary policy The Iran conflict represents exactly the kind of exogenous shock that central banks hate. It’s not demand-driven inflation that the Fed can address cleanly through rate policy. It’s supply-side, meaning the economy gets hit with higher costs without any corresponding increase in economic activity.
The Fed’s track record with supply-side inflation isn’t exactly confidence-inspiring. The 2021-2023 cycle showed how quickly “transitory” can become “persistent” when policymakers misjudge the stickiness of price pressures.
What this means for investors If oil continues climbing toward or past $100 per barrel, expect Treasury yields to push higher and rate hike probabilities to increase further. The March episode showed that Bitcoin can drop meaningfully when energy-driven inflation fears take hold.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
The Trump administration’s tariff campaign is not winding down. It is widening. New measures rolled out in late July 2026 suggest the White House has no intention of letting up on its protectionist trade agenda, and crypto markets are caught in the crossfire.
On July 20, 2026, President Trump imposed 50% tariffs on select Canadian imports under Section 338 of the Tariff Act of 1930. The targeted goods read like an odd grocery list: wine, hockey sticks, and cement. The tariffs are set to take effect after a 30-day window.
Two days later, a fresh round of tariffs between 10% and 12.5% kicked in on imports from over 80 countries, operating under Section 301 authority. These replaced a temporary global surcharge that had lapsed.
A legal detour, not a retreat The Supreme Court complicated things earlier this year. In February 2026, the court struck down broader tariffs that the administration had justified under the International Emergency Economic Powers Act, or IEEPA.
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The administration pivoted to Sections 301 and 232, alternative statutory authorities that give the executive branch significant room to impose tariffs on national security and unfair trade practice grounds.
The average effective U.S. tariff rate now sits at 12.1%, as of July 21, 2026. For context, that figure was closer to 2-3% for most of the post-WW2 era of American trade policy.
USTR Jamieson Greer has also initiated Section 301 investigations targeting manufacturing overcapacity and forced labor practices across multiple economies.
Why crypto investors should be paying attention When tariff announcements land, Bitcoin and Ethereum have historically posted short-term declines, caught up in the broader risk-off sentiment that rattles equity and commodity markets simultaneously.
The more structurally damaging issue, though, is what these tariffs do to U.S. mining operations. ASIC hardware, the specialized computing equipment that powers Bitcoin mining, is largely manufactured abroad. Current tariffs on ASIC imports range from 19% to 57.6%, depending on origin.
Higher hardware costs compress mining margins. Compressed margins force smaller operators to reduce capacity or exit entirely, with consolidation of mining power among fewer, better-capitalized players as the logical downstream consequence.
Longer-term, Bitcoin’s narrative as an inflation hedge remains intact in theory. Rising tariffs push up input costs across the economy, which feeds into consumer prices, which erodes purchasing power.
Investors watching this space should track two things: how courts respond to the administration’s use of Section 301 and 232 authorities as its new legal scaffolding, and whether ASIC import costs force any visible contraction in U.S. Bitcoin hash rate over the coming months.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Key Takeaways BTC declined more than 2.3% to approximately $63,919, breaching the $64,000 threshold Climbing US Treasury yields are amplifying market expectations for additional Federal Reserve rate increases Exchange stablecoin deposits have plunged to their weakest levels since 2025 Analyst Ted identified $65,000 support as broken and highlighted $62,500–$63,000 as the critical level to watch Legislative gridlock over the Digital Asset Market Clarity Act compounds regulatory concerns Bitcoin (BTC) slipped beneath the $64,000 threshold on Saturday, with prices hovering around $63,919 based on Binance exchange data. The flagship cryptocurrency registered approximately 2.3% losses across a 24-hour period.
Bitcoin (BTC) Price Selling pressure intensified following Friday’s Wall Street market open. Throughout the trading session, BTC/USD fluctuated within a band of approximately $63,703 to $65,396.
Trading outfit Mosaic Asset Company identified surging US Treasury yields as a primary catalyst behind the downturn. The two-year Treasury yield advanced to 4.31%, positioning itself considerably above the Federal Reserve’s existing target corridor.
Mosaic observed “significant movements rippling throughout the yield curve” notwithstanding a softer-than-anticipated Consumer Price Index reading. According to their analysis, elevated yields are exerting bearish pressure on equity indices and speculative assets including cryptocurrencies.
Market expectations reflected in CME Group’s FedWatch Tool indicate traders anticipate the central bank will maintain current policy at next week’s meeting. Nevertheless, a 0.25% rate increase is being priced for September, representing one of two anticipated hikes before the calendar year concludes.
Market commentator Ted, writing on X, emphasized the breakdown of the $65,000 support level. He stated: “BTC has lost the $65,000 support zone. The next key zone is $62,500–$63,000, which should hold for the next leg up in Bitcoin.” His commentary suggests market participants are monitoring this range intently as a prospective bottom.
Stablecoin Deposits Reach Multi-Year Bottom CryptoQuant researcher Darkfost observed that stablecoin movements to centralized exchanges have declined to their weakest reading since 2025. The rolling 30-day average for USDT and USDC transfers on the Ethereum network currently sits at $2.3 billion, significantly trailing the 365-day average of $3.7 billion.
📉 Since 2025, stablecoin inflows to exchanges have continued to drop.
They’ve hit their most obscenely low levels of the period.
📊 Today the monthly average of stablecoin inflows (USDT, USDC) sits at ~$2.3B while the yearly average is at ~$3.7B.
At BTC’s ATH, monthly average… pic.twitter.com/uEIgKbZtYv
— Darkfost (@Darkfost_Coc) July 25, 2026
During Bitcoin’s all-time high period, these metrics registered $5.6 billion and $4.3 billion respectively. Diminished inflows indicate reduced capital availability on trading venues, reflecting subdued purchasing appetite.
Market participant Killa observed on X that BTC appears to be replicating a recurring short-duration pattern, spotting what he termed a “plunge protection team” mechanism on Binance. Multiple levels of buy-side liquidity materialized beneath current prices, potentially serving as defense against steeper declines.
Analytics profile Wealthmanager cautioned that a sustained breakdown beneath $64,000 would “invalidate” the lower-timeframe market framework.
Chartist Rekt Capital remarked that Bitcoin continues exhibiting 2022 bear market characteristics, experiencing rejection at the 50-month exponential moving average positioned at $65,950.
Legislative Stalemate Compounds Market Headwinds The Digital Asset Market Clarity Act faces substantial obstacles in the Senate chamber. Democratic lawmakers have dismissed proposed ethics safeguards as insufficient, particularly concerning President Trump’s cryptocurrency holdings. Senate Majority Leader John Thune indicated passage before the summer congressional break appears doubtful.
Bitcoin presently trades approximately 50% beneath its all-time peak as the bearish cycle that commenced in October persists.
Bitcoin price has dipped under intense macro headwinds today, July 25, as the Nasdaq-100 index plunged to its lowest level since May 5 over escalating concerns regarding heavy artificial intelligence spending by tech giants.
Summary
Bitcoin price slid 2.49% to $64,017 as tech-driven Nasdaq liquidations and 4.71% Treasury yields triggered defensive profit-taking. Spot BTC ETFs posted their worst inflows in three weeks, drawing just $33 million as buyers pivoted to bonds. BTC is actively testing vital 4-hour ascending trendline support; losing this slope exposes the psychological $60,000 floor. At the time of writing, the leading cryptocurrency trades at $64,017.51, representing a 2.49% decline over the last 24 hours. Daily trading volumes reached $22.84 billion according to CoinMarketCap data, representing rising selling pressure after BTC recently touched an intraday high near $66,900 on July 21.
Market sentiment has turned cautious because Bitcoin increasingly correlates with high-growth technology shares.
Tech equity liquidation triggers crypto selloff Data from TradingView shows that the Nasdaq-100 index closed its previous trading session at 28,128 points, establishing an eleven-week low. This equity drawdown stems from investor anxiety that massive capital expenditures toward AI infrastructure will reduce immediate corporate cash flows and increase corporate debt burdens.
Nasdaq-100 Index | Source: TradingView For example, Alphabet purchased $94 billion worth of SpaceX stock during a June initial public offering, highlighting the scale of tech-sector capital allocation.
Commenting on the move, Peter Andersen, Chief Executive Officer of Andersen Capital Management, noted:
“People are thinking, how do we make sense of all this spending, and how much more patient do we have to be before we actually see it translate to actual profits?”
This capital preservation mindset in traditional finance has prompted defensive positioning within digital asset markets, where traders are taking profits rather than risking capital on volatile assets.
Why Bitcoin institutional demand channels are stalling In tandem with the equity contraction, institutional demand channels for digital assets show signs of constraints. Data from SoSoValue shows that spot Bitcoin exchange-traded funds registered a mere $33 million in net inflows during the week ending July 24. This cumulative figure marks the weakest weekly capital intake for the investment vehicles in three weeks.
The reduction in capital allocation develops alongside a notable shift in the broader fixed-income landscape. Specifically, the US Treasury 10-year yield advanced to 4.71%, which represents its highest level since January 2025.
Higher yields on risk-free government bonds change the opportunity cost of holding volatile crypto assets. When government debt instruments present guaranteed yields at these levels, institutional allocators frequently pivot away from high-beta risk assets like Bitcoin.
Such a macro reallocation pattern cuts the baseline liquidity available to support crypto spot prices during equity market drawdowns. The drop from the July 21 peak of $66,900 reveals that market participants are opting for cash or fixed-income safety rather than defending local support levels. Consequently, the combination of tech stock liquidations and rising yields has forced a tactical retreat.
Key Bitcoin price technical levels to watch On the 1-day chart, the daily candle prints at $64,017.51, positioning the asset just under its yellow moving average ribbon line of $64,266.14. Long-term overhead resistance remains defined by a higher red trendline sitting at $77,301.64.
Bitcoin price daily chart — July 25 | Source: crypto.news The Aroon indicator on the daily timeframe provides a mixed outlook for long-term momentum; the Aroon Up line measures 71.43%, while the Aroon Down line hovers at 14.29%. A crucial horizontal resistance line is established at $67,303.10, which matches structural distribution zones from early June.
Shorter-timeframe data on the 4-hour chart reveals that Bitcoin is currently testing a vital upward-sloping purple trendline that has served as dynamic support since early July. The 4-hour Relative Strength Index has slid to 35.85, tracking below its yellow moving average line of 42.67, which places the asset near oversold territory.
Bitcoin price 4-hour chart — July 25 | Source: crypto.news Concurrently, the Moving Average Convergence Divergence indicator registers a bearish configuration, with the blue MACD line crossing below the orange signal line at -342.39 versus -155.51 amid expanding red histogram bars.
The immediate price action shows a direct cluster of sell orders around the 4-hour trendline, indicating that short-term speculators are actively hedging their spot exposures. Volume bars on shorter intervals have increased during down-swings, validating that the breakdown attempt is backed by active distribution rather than low-liquidity drift.
This alignment between the negative MACD crossover and the breakdown of the short-term moving average suggests that sellers hold the immediate tactical advantage. If the daily close finishes below this slope, the structure transitions from a standard corrective pullback into a broader structural reversal.
Downside risks that invalidate the bullish outlook If this ascending 4-hour trendline breaks conclusively on a daily closing basis, the primary bullish setup will face invalidation. Under this scenario, a breakdown would expose the psychological support floor at $60,000, with a secondary structural horizontal support level waiting lower at $60,688.54.
Additional downside risks stem from the potential for cascaded long liquidations in the derivatives market if the $63,000 level fails to hold. A breach of these key horizontal baselines would open the path toward deeper retests of May lows, entirely erasing the recovery momentum built over the past three weeks.
Disclosure: This article does not represent investment advice. The content and materials featured on this page are for educational purposes only.
The Bitcoin treasury strategy is no longer moving in only one direction. Who's the next to pivot?
For much of the past two years, publicly listed companies competed to raise capital to buy BTC and presented themselves as leveraged alternatives to holding the asset directly.
The model worked quite promisingly for a while, and their shares traded comfortably above the value of the BTC on their balance sheets. Some experienced massive growth within months. However, Scorpions’ immortal song has come to life – there’s a wind of change.
Who Is Selling? Although we have talked extensively about Strategy’s change of attitude over the past several months, the company remains the largest corporate holder and the pioneer of the entire move, so we can’t skip it. It began accumulating BTC roughly six years ago. It increased the rate and size of its purchases after the US presidential elections in late 2024. The market became accustomed to hearing new multi-million- (and sometimes billion-) dollar accumulations every Monday.
However, it all changed with a tiny sale in Q2 and a significantly larger one in early July of over 3,500 units. The company has made no new acquisitions for weeks now, while focusing on rebuilding its USD reserve. On the plus side, it didn’t sell in the past couple of weeks either. Nevertheless, analysts are adamant that the first sale changed everything, even though it’s apparent (for now) that Strategy has not abandoned Bitcoin.
Satsuma Technologies, though, did. The UK-listed BTC treasury company proposed selling all of its remaining BTC, returning most of the proceeds to shareholders, delisting from the London Stock Exchange, and effectively dismantling the treasury vehicle. The firm had already sold 579 BTC in December last year to raise approximately $50 million to address convertible loan obligations. Now, shareholders have approved plans to dispose of the remaining 668 BTC.
Recent reports suggested that Bitcoin miners have disposed of a record 32,000 units in the first quarter of the year, further intensifying the selling pressure.
Separately, Jack Mallers stepped down as CEO of Twenty One Capital earlier this week to focus on Strike. Although this doesn’t necessarily mean that the firm will sell its BTC holdings, it originally promoted itself as a passive Bitcoin holder.
You may also like: Here’s Why Bitcoin Dipped Below $64K Today After Twenty One Exit, Jack Mallers Says Bitcoin Taught Him Hard Lessons Bitcoin’s Sharpe Ratio Signals an ‘Optimal’ Spot Accumulation Window Mallers’ departure, in which he said there are too many differences between himself and the Board of Directors, hints at a major restructuring. It serves as another example of a major treasury vehicle being forced to rethink how it creates value beyond BTC exposure.
Who Might Follow? Metaplanet, described as Asia’s Strategy, joined the trend a couple of years ago and made some major BTC acquisitions. Its stock benefited immensely, as its business transformed. However, the late 2025 market crash and subsequent bear cycle have not been kind, with the same stock plunging by nearly 90% at one point. It halted its Bitcoin acquisitions for months before returning with a 2,823 purchase in early July.
It has remained silent since then, but there’s no sign that its strategy has changed or that it might need to dispose of some crypto holdings soon.
Perhaps the most vulnerable companies are the smaller ones, trading below net asset value, carrying expensive debt, lacking meaningful operating revenue, or facing shareholder pressure to unlock their crypto holdings. Nakamoto Inc. is among those that stand out, as it already sold about 5% of its BTC position in March, and another 600 units in June.
Despite the evident trend change, none of the above means that the corporate Bitcoin treasury is finished. However, it marked the end of a period in which every treasury announcement involved another purchase. Now, uncertainty dominates, just like the market phase, but those who survive will likely be the strongest companies generating operating revenue and managing their liabilities. The weakest may have to sell and restructure.
Quick Overview Never invest funds you cannot afford to lose completely — cryptocurrency markets are extremely volatile Conduct thorough due diligence on projects rather than following hype and influencer endorsements Resist fear of missing out — buying during price surges typically leads to losses Protect your holdings with robust security measures including 2FA and hardware wallets Establish your exit strategy before making any investment, not during market turbulence The cryptocurrency market has created extraordinary wealth for some participants while devastating the portfolios of countless others. With 24/7 trading, extreme price fluctuations, and relentless social media influence driving impulsive behaviour, navigating this space requires discipline. These five fundamental principles will help you sidestep the most expensive and prevalent pitfalls.
Invest Only Expendable Capital Cryptocurrency markets are notoriously unstable. Bitcoin and Ethereum can experience severe downturns. Lesser-known altcoins frequently collapse to near-zero valuations within days.
Never commit essential funds like mortgage payments, emergency savings, borrowed money, or credit card cash advances. Consider cryptocurrency as a single component within a well-balanced investment portfolio — never your entire financial strategy.
The objective is maintaining financial security regardless of how long market downturns persist.
Conduct Independent Research Price appreciation alone doesn’t validate an investment opportunity. Countless tokens gain attention through influencer promotions and aggressive marketing campaigns rather than genuine technological innovation.
Prior to purchasing any cryptocurrency, understand its fundamental purpose. Does it address a legitimate market need? Are users actively engaging with the platform?
Investigate the development team, total token supply, and insider ownership concentration. Substantial token unlock events can trigger significant selling pressure that disadvantages retail investors.
A token trading under £1 may still be grossly overpriced if its total market capitalisation has already reached billions.
Eliminate FOMO-Based Decisions The fear of missing out produces particularly destructive outcomes in crypto investing. Purchasing after substantial price increases usually means entering just as early investors prepare to exit.
Develop a comprehensive strategy before committing capital. Understand your investment thesis, intended holding period, position size, and specific exit triggers.
Dollar-cost averaging — systematically investing fixed amounts on a regular schedule — eliminates emotional decision-making and relieves the burden of perfect market timing.
Implement Robust Security Protocols Investment returns become meaningless if hackers compromise your holdings. Employ complex, unique passwords for each platform and activate two-factor authentication universally.
Prioritise authenticator applications over SMS-based verification. SIM-swap attacks represent a genuine and growing security concern.
For substantial long-term holdings, a hardware wallet provides essential protection. Never disclose private keys or seed phrases to anyone, and avoid entering them on unfamiliar or suspicious websites.
Define Your Exit Strategy While most investors meticulously plan their market entry, remarkably few establish clear exit criteria. During bull markets, the temptation to believe perpetual growth is overwhelming.
Determine specific price targets where you’ll liquidate portions of your holdings. Consider recovering your initial capital after achieving significant appreciation.
Realising profits doesn’t represent abandoning the cryptocurrency market. It acknowledges that paper gains can evaporate with shocking speed.
Cryptocurrency investing will perpetually involve substantial uncertainty. However, investors who prioritise risk management, perform rigorous project analysis, maintain emotional discipline, secure their assets properly, and adhere to predetermined strategies dramatically improve their prospects for lasting success.
Does Bitcoin follow an unchanging rhythm? A viral theory claims its price is locked in cycles of 1,064 days of increase followed by 364 days of decline, with a key date: October 9, 2026. Will BTC escape its grim fate?
In Brief A theory claims that Bitcoin follows cycles of 1,064 days of rise and 364 days of decline, with a pivot point expected on October 9, 2026. This model is based on historical observations but ignores external factors (regulations, economic crises). Open debate: coincidence, confirmation bias, or immutable law of crypto markets? The Bitcoin Cycle Theory: A Mathematical Model That Defies Chance For years, a theory has intrigued crypto investors. Bitcoin allegedly follows a repetitive and predictable cycle, alternating between rising phases (1,064 days) and falling phases (364 days). According to this model, each cycle ends with a precise pivot point, like October 9, 2026… The date on which a new bearish phase would begin. Proponents of this theory emphasize that this pattern has repeated without exception since 2015. Indeed, charts show green zones (rise) and red zones (decline) with a disconcerting regularity.
For them, this is not a prediction, but a mathematical observation based on BTC’s history. However, this approach raises doubts. Financial markets are influenced by external factors (regulations, adoption, economic crises) that can easily disrupt this model. Moreover, Bitcoin remains a speculative and volatile asset, where past cycles do not guarantee future outcomes. So, coincidence?
BTC: A Cyclical Asset or a Mirror of Market Psychology? Bitcoin is often compared to a cyclical asset like gold or technology stocks. But unlike these, its price is extremely sensitive to investor psychology. Halvings, for example, are another well-documented cyclical phenomenon, often correlated with Bitcoin bull runs. Yet, this event has economic foundations (increased scarcity), unlike the 1,064-day theory, which relies solely on past observations.
In a market as chaotic as crypto, investors seek reassuring patterns and see in these different theories a confirmation bias and above all… a regularity too perfect to be ignored. One thing is certain: if this theory proves true in October 2026, it could either strengthen confidence in cyclical models or trigger widespread panic in case of failure.
Is Bitcoin doomed to repeat its cycles? The October 9, 2026 theory fascinates but divides. One thing is sure: markets love narratives. And you, do you believe in this programmed crash of BTC?
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Eddy S.
The world is evolving and adaptation is the best weapon to survive in this undulating universe. Originally a crypto community manager, I am interested in anything that is directly or indirectly related to blockchain and its derivatives. To share my experience and promote a field that I am passionate about, nothing is better than writing informative and relaxed articles.
DISCLAIMER
The views, thoughts, and opinions expressed in this article belong solely to the author, and should not be taken as investment advice. Do your own research before taking any investment decisions.
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.
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More than half of traders on Kalshi, the CFTC-regulated prediction market, are betting that Bitcoin will dip below $55,000 at some point before December 31. As of July 25, the contract sits at 57 cents per share, implying a 56% probability of that outcome.
Where the odds stand and how they got here The current reading of around 56% is actually an improvement for Bitcoin bulls compared to where things stood earlier this year. Back on June 3, with Bitcoin trading in the low-to-mid $64,000 range, the probability of a sub-$55,000 print was sitting at 66%.
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The contract itself is built on the CF Bitcoin Real-Time Index, which tracks minute-by-minute price changes. That matters because it means the contract resolves the moment Bitcoin touches $55,000, not just if it closes there. A brief wick lower on a volatile weekend is enough.
The broader prediction market picture is more bearish A separate contract prices in a 43% chance that Bitcoin trades below $50,000 before year-end. Another puts a 33% probability on a fall below $45,000. A contract tracking whether Bitcoin trades above $67,500 in July 2026 was pricing in only a 19% probability.
What this means for investors navigating the second half of 2026 The cascading structure of these contracts—sub-$55K at 56%, sub-$50K at 43%, sub-$45K at 33%—reveals something useful about the market’s distribution of outcomes. The gap between each level is large, and the probabilities do not drop off as steeply as you might expect if traders thought any decline would be gradual and orderly.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Poolin, once the largest Bitcoin mining pool, has filed for Chapter 11 bankruptcy in New Jersey. The Singapore-based company, which previously controlled up to 20% of the global Bitcoin hashrate, cited substantial liabilities of approximately $173.1 million against assets valued between $1 million and $10 million. The bankruptcy filing includes two U.S. affiliates and marks the end of Poolin’s mining operations. The company is seeking to sell its remaining mining sites in West Texas through a court-supervised process, with a $52 million stalking-horse bid already in place. This development underscores the ongoing volatility in the Bitcoin mining sector.
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Key Takeaways The bankruptcy of Poolin suggests a shift in the Bitcoin mining landscape, with markets reflecting uncertainty in the sector. Market pricing implies a reduced likelihood of Bitcoin reaching higher price targets by the end of July, with decreased YES percentages across several sub-markets. The filing is consistent with increased sell pressure due to operational wind-downs, potentially affecting Bitcoin price targets negatively. What to Watch Observers should monitor the market reaction to the sale of Poolin’s assets and its impact on Bitcoin’s hashrate distribution. Additionally, key indicators will include the market’s response to potential changes in mining costs and regulatory developments that could further influence Bitcoin’s price trajectory. With only a week left until the end of July, developments in mining capacity and investor sentiment will be crucial in shaping Bitcoin’s short-term price movements.
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Term Structure
Contract Odds Δ since publish Volume 24h August 1 2026 0.2% — — View market → August 1 2026 21.5% — — View market → August 1 2026 4.8% — — View market → August 1 2026 4.4% — — View market → August 1 2026 0.5% — — View market → August 1 2026 0.1% — — View market → August 1 2026 0.9% — — View market → August 1 2026 0.2% — — View market → August 1 2026 2.1% — — View market → August 1 2026 0.2% — — View market → August 1 2026 0.9% — — View market → August 1 2026 1.9% — — View market → August 1 2026 0.4% — — View market → August 1 2026 0.4% — — View market → August 1 2026 0.1% — — View market → August 1 2026 0.1% — — View market → August 1 2026 0.1% — — View market →
Bitcoin yatırımcıları, Q3 2026 dönemine girerken hem makroekonomik gelişmeleri hem de zincir üstü verileri yakından izliyor. Coinbase analistleri, Bitcoin ve genel kripto para piyasası için üçüncü çeyrekte nötr bir görünüm benimsedi. Son haftalarda toparlanma sinyalleri görülse de uzmanlar, kalıcı yükseliş beklentisi için henüz erken olduğunu düşünüyor.
Bitcoin Neden Hâlâ Temkinli Bir Görünüm Sergiliyor? Coinbase araştırma ekibinin başındaki Colin Basco’ya göre Bitcoin, düzeltme sürecinden kademeli olarak birikim aşamasına geçiyor. 2026 yılının ikinci yarısında 57.800 dolarla yıllık dip seviyesini gören BTC, buradan yaklaşık %10 yükselse de 68.000 dolar ve 70.000 dolar dirençlerini aşmayı başaramadı.
Basco, “Supply in Loss” göstergesinin %50 seviyesine ulaşmasının dikkat çekici olduğunu belirtiyor. Bu oran, önceki piyasa döngülerinde dip bölgelerinin oluştuğu dönemlerle benzerlik gösteriyor. Ancak mevcut değerlemelerin baskı altında olması, dip sürecinin yeni başladığını düşündürüyor. Başka bir ifadeyle, piyasanın güçlü ve kalıcı bir taban oluşturduğunu söylemek için henüz yeterli kanıt bulunmuyor.
Benzer değerlendirmeyi Fidelity de paylaştı ve Bitcoin’in dip oluşturma sürecinde olabileceğine işaret etti.
Makro Gelişmeler Kripto Para Piyasasını Nasıl Etkiliyor? Zincir üstü göstergeler olumlu sinyaller üretirken makroekonomik tablo daha temkinli bir görünüm sunuyor. Coinbase analistleri, ABD Merkez Bankası’nın faiz politikası, enflasyon görünümü ve ABD-İran arasındaki gerilimin kısa vadede önemli riskler oluşturduğunu vurguluyor.
Faiz artırımı beklentilerinin güçlenmesi, petrol fiyatlarında olası yükseliş ve büyük dijital varlık rezervlerine sahip şirketlerin satış yapması gibi gelişmeler Bitcoin üzerinde baskı oluşturabilecek faktörler arasında yer alıyor. Tahmin platformu Kalshi’nin verilerine göre piyasa, 2027 öncesinde Fed’in faiz artırma ihtimalini yaklaşık %70 olarak fiyatlıyor.
Bu nedenle analistler, yatırımcıların kısa vadeli dalgalanmalara karşı sabırlı hareket etmesinin daha doğru bir strateji olacağını ifade ediyor.
Bitcoin Yükselişini Hangi Faktörler Destekleyebilir? Olumlu tarafta ise ABD Spot Bitcoin ETF’lerine yönelik girişlerin 2026’nın ikinci yarısında yeniden güç kazandığı görülüyor. Son altı aya kıyasla artan ETF talebi, piyasa açısından destekleyici bir gelişme olarak öne çıkıyor.
Bununla birlikte Coinbase ekibi, Fed’in daha güvercin bir politika benimsemesi ve enflasyon verilerinin beklentilerin altında gelmesi durumunda görünümün belirgin şekilde iyileşebileceğini düşünüyor. Böyle bir senaryoda piyasaya daha fazla likidite girebilir, ETF girişleri hızlanabilir ve Bitcoin için kalıcı dip oluşumu ihtimali güçlenebilir.
Öte yandan AMBCrypto, ABD’de gündemde bulunan CLARITY Act düzenlemesine ilişkin olumlu gelişmelerin de kısa vadede token piyasasında ek bir katalizör oluşturabileceğini belirtiyor.
Q3 2026 İçin Önemli Bitcoin Seviyeleri Fiyat görünümüne bakıldığında analistler, satış baskısının devam etmesi halinde Bitcoin’in ortalama maliyet seviyesi olan 53.000 dolara kadar geri çekilebileceğini değerlendiriyor. Mevcut yaklaşık 64.000 dolar seviyesine göre bu senaryo yaklaşık %17’lik ek düşüş anlamına geliyor.
Yukarı yönlü hareketin güç kazanması için ise 72.300 dolar seviyesinin yeniden aşılması kritik önem taşıyor. Bu nokta aynı zamanda 200 günlük hareketli ortalamaya denk geliyor. Ardından 76.000 dolar seviyesindeki True Market Mean bölgesinin üzerine çıkılması, daha güçlü bir yükseliş trendini teyit edebilir.
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.
Yemen’s Houthi movement claimed responsibility for missile strikes targeting Saudi Aramco facilities in Jizan and Yanbu on July 25, 2026. The attacks mark the first direct strike on a Saudi refinery complex in four years, and the timing could hardly be more combustible.
Brent crude surged to $100 per barrel in the immediate aftermath, a roughly 40% climb over the course of July 2026 alone, before pulling back to stabilize in the $89 to $90 range.
A coordinated pressure campaign, not a one-off strike The refinery attacks did not come out of nowhere. On July 20, the Houthis announced a naval blockade targeting Saudi shipping. Two days later, on July 22, the group claimed attacks on two Saudi oil tankers in the Red Sea, the Encelia and the Layla.
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The Bab el-Mandeb Strait sits at the southern end of the Red Sea and connects it to the Gulf of Aden. Roughly 10% of global seaborne trade passes through it.
The Houthis have demonstrated before that they can make shipping through this corridor expensive, unpredictable, and in some cases impossible. Their drone and missile campaign against commercial vessels beginning in late 2023 forced major shipping lines to reroute around the Cape of Good Hope, adding weeks and significant cost to global supply chains.
No casualties from the July 25 strikes have been confirmed. The physical damage to Aramco infrastructure has not been publicly detailed either.
Crypto catches the risk-off flu Bitcoin and XRP both saw price declines following the attacks and the broader surge in regional volatility.
The Houthis have a documented history of using cryptocurrency to finance operations and circumvent sanctions. No specific tokens have been directly linked to the July 2026 campaign in available reporting, but the broader pattern is established. The U.S. Treasury and allied regulators have previously flagged crypto-based fundraising networks tied to the group.
What investors should watch from here The stabilization of Brent in the $89 to $90 range after the $100 spike suggests markets are not yet pricing in a full supply disruption.
Yanbu sits on the Red Sea coast and is one of Saudi Arabia’s largest refinery and petrochemical hubs. Jizan is further south, closer to the Yemeni border, and its refinery serves both domestic demand and export flows. Strikes on both in a single claimed operation signal that the Houthis are targeting infrastructure diversity, not just symbolic value.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
TLDR: Federal Reserve rate hike odds climbed to 38% after Brent crude crossed $100, reversing the market’s earlier confidence in near-term rate cuts. Two-year Treasury yields reached 4.37%, while the ten-year yield approached 4.7%, increasing financing pressure across stocks, housing, and crypto. June CPI cooled to 3.5%, but May PCE inflation reached 4.1%, leaving policymakers divided before the July 28–29 policy meeting. Bitcoin traded near $64,000 as higher bond yields and stronger cash returns reduced the appeal of volatile, non-yielding risk assets. Investors have sharply increased bets on a Federal Reserve rate hike after Brent crude briefly moved above $100 a barrel. The surge followed renewed supply fears linked to the Iran conflict and shipping risks across key Middle East routes. Futures markets now assign a 38% chance of a quarter-point increase on July 29, up from 13% one week earlier.
Rising oil prices have also lifted Treasury yields and tightened financial conditions across global markets. Bitcoin traded near $64,000 during a volatile trading week. Investors reassessed demand for risk assets before next week’s scheduled Federal Open Market Committee policy decision.
Brent Crude Oil Last Day Financ (BZ=F) Federal Reserve Rate Hike Bets Rise as Oil Fuels Inflation Brent crude settled above $100 on Thursday after gaining 7% during the session. West Texas Intermediate also climbed above $92 as traders priced possible supply disruptions. The move placed Brent about 25% above its level at the June Fed meeting. Higher fuel costs can quickly reach transport, manufacturing, and household budgets.
The inflation picture gives policymakers conflicting signals. June consumer prices fell 0.4% from May, while annual inflation slowed to 3.5%. Core inflation held at 2.6%, offering support for officials who prefer patience. Yet May PCE inflation reached 4.1%, while core PCE stood at 3.4%. Both readings sit well above the Fed’s 2% target.
The central bank kept its federal funds target at 3.5% to 3.75% in June. Its statement said inflation stayed elevated partly due to supply shocks, including energy. A Federal Reserve rate hike next week would lift the range by 25 basis points. It would also mark a rapid response to renewed inflation pressure.
Source: CME Group Short-term Treasury yields reflect that policy risk. The two-year yield reached 4.37% on July 23, its highest level since early 2025. The ten-year yield approached 4.7%, raising borrowing costs for companies and households. Higher Treasury yields can pressure equity valuations, mortgage rates, and speculative assets.
CME said federal funds futures trading was 50% higher than before the comparable July 2025 decision. That volume reflects wide uncertainty over whether policymakers will act immediately or wait for more inflation evidence.
Federal Reserve Rate Hike Risk Pressures Bitcoin Markets Bitcoin faces a difficult backdrop when yields rise and liquidity expectations weaken. The asset traded near $63,993 on July 25 after moving between roughly $63,700 and $65,055. A Federal Reserve rate hike could increase demand for cash and government bonds. Those instruments provide income without Bitcoin’s price volatility.
The oil shock also creates a policy problem that rates cannot solve directly. Higher borrowing costs may reduce demand, but they cannot restore disrupted crude supply. That trade-off increases recession concerns if energy prices stay high while credit conditions tighten. Investors must therefore track both inflation data and geopolitical developments.
Fed officials appear divided before the July 28 and 29 meeting. Some policymakers have argued that inflation requires faster action. Others favor waiting until September for more evidence on prices and economic activity. That disagreement leaves markets sensitive to every oil move, public comment, and inflation release.
The next PCE report arrives on July 30, one day after the Fed decision. Policymakers will not have that data before voting. They must instead assess June CPI, May PCE, energy markets, tariffs, services inflation, and labor conditions. That limited information raises the risk of a divided committee.
Oil prices eased below $100 on Friday, but Brent still ended near $96.78. A sustained retreat could reduce immediate pressure for a Federal Reserve rate hike. Another supply disruption could reverse that relief quickly. Markets will watch the Strait of Hormuz, Red Sea shipping, Treasury yields, and Fed guidance through Wednesday.
Summary Bitcoin is testing the floor of its ascending channel near $63,500 The 0.382 Fibonacci retracement overlaps with channel support and reinforces that level Volume stayed quiet on the drop, which points to profit-taking rather than a breakdown The next 4-hour close on either side of $63,500 decides the near-term trend Bitcoin traded at $64,081 on Binance in the early hours of July 25, sitting just above the base of the ascending channel that has shaped its climb since early July. The pullback started after price stalled at $66,973 on July 21, and it has carried the market into the lower third of that channel. What makes the current level worth watching is overlap. The rising channel floor and the 0.382 Fibonacci retracement both land near $63,500, and that turns the zone into the line between an ordinary dip and a broken trend.
Where the channel and the fib agree on one floor A single support line is easy to lose. Two support lines stacked at the same price are much harder to break, and that is exactly where Bitcoin sits on the 4-hour chart. The rising lower edge of the channel runs near $63,500, while the 0.382 retracement sits almost on top of it at $63,517.
The logic behind that overlap is simple enough. When two independent levels converge on the same price, traders tend to defend the zone harder than they would defend either line on its own, and a failure there carries more weight. A clean 4-hour close under $63,500 would take out the channel and the Fibonacci level in a single move, and that is a far sharper bearish signal than either giving way alone.
Level Price Role right now Swing high (0) $66,973 July 21 top and ceiling of the current range 0.236 $64,838 Flipped to resistance, price needs to reclaim it 0.382 $63,517 Overlaps channel support, the floor that matters 0.5 $62,450 First target if the floor breaks 0.618 $61,382 Deeper support that would question the rally Swing low (1) $57,926 Origin of the June to July move The 0.236 flip that now caps any rebound Right now price is boxed between the 0.236 retracement at $64,838 overhead and the 0.382 at $63,517 below. The large red candle on July 24 knocked it out of the upper half of that box, and it has been drifting around $64,000 ever since. For most of the past week the 0.236 acted as a shelf that price rested on. It has since flipped into resistance, and that flip is the reason the short-term bias stays tilted lower. Buyers have to take $64,838 back with conviction before the picture changes, and until they do, every push higher runs into sellers at a level that used to support them.
Momentum cools while volume stays quiet The RSI on the 4-hour chart has dropped to 37 on the fast line, with its signal at 42.76, and both are rolling over from the highs they printed on the July 21 push. A reading in the mid-30s tells you selling pressure has built up and buyers have eased off, though it has not reached the sub-30 zone that flags an oversold snap-back. Momentum is fading here, not reversing. If price defends the $63,500 confluence while RSI sits this low, that combination has set up bounces before.
Volume backs up the calmer read. The slide off the highs arrived without a distribution spike, and no capitulation candle showed up anywhere on the pullback. Quiet volume on a decline usually means holders are trimming positions rather than dumping them in a rush. A break of the lower boundary on heavy volume would flip that interpretation fast, so it is worth watching the size of the candles as much as their direction.
Funding near zero says leverage is not the pressure The OI-weighted funding rate reads 0.0019%, effectively flat. Positive funding means longs are paying shorts to hold their positions, and a high reading usually marks a crowded, overheated market that snaps back hard when it unwinds. This one barely clears the zero line, so Bitcoin is holding its channel without a wall of leveraged longs stacked behind it. According to data from CoinGlass, liquidations over the past day ran to $68.21 million and leaned on longs, a modest figure that fits the profit-taking story rather than pointing to any leverage blow-off.
What the next 4-hour close decides The chart hands traders a clean binary around $63,500.
If the floor breaks:
The 0.5 retracement at $62,450 is the first stop, and it is the line that separates a healthy pullback from a questionable one The 0.618 at $61,382 comes next, and losing it would put the whole June to July advance in doubt If support holds:
Reclaiming the 0.236 at $64,838 is the first job for buyers The $65,500 shelf sits above that A push back to the channel top and the $66,973 high rounds out the upside path With funding flat and no volume spike on the way down, there is no leverage story forcing the market’s hand, so the decision at $63,500 rests on plain spot supply and demand rather than a chain of forced sellers. That gives any breakdown from here a different character than a squeeze-driven flush would carry. The trigger for the other direction stays fixed at one number. A 4-hour close back above $64,838 is what turns this from a market on the defensive into one working toward the channel top again.
The Supreme Court told President Trump he couldn’t use emergency powers to impose tariffs. His response, roughly paraphrased: “Fine, I’ll use a different law.”
On February 20, 2026, the Court ruled 6-3 in Learning Resources, Inc. v. Trump that the International Emergency Economic Powers Act does not authorize the president to slap tariffs on imports. Chief Justice John Roberts authored the opinion, which vacated previous tariff actions and effectively told the executive branch that tariffs belong to Congress under Article I of the Constitution.
Trump’s team needed roughly the time it takes to brew a pot of coffee before announcing Plan B. The president invoked Section 122 of the Trade Act of 1974 to impose an initial 10% global tariff, then raised it to 15% within a day. Those tariffs can last up to 150 days without Congressional approval.
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Bitcoin’s whiplash moment Bitcoin surged roughly 1.7% immediately after the Supreme Court ruling, climbing to between $67,769 and $68,000. The logic was straightforward. A Supreme Court ruling limiting executive tariff authority looked like it might reduce trade war uncertainty, which has been a persistent headwind for risk assets including digital currencies.
When Trump announced the new tariffs under Section 122, Bitcoin reversed course and gave back its gains. The entire episode played out in a matter of hours.
The legal chess match Roberts’ opinion drew a clear line: IEEPA, which gives the president broad emergency economic powers, was never intended to be a tariff tool. Tariffs are taxes on imports, and the power to tax belongs to Congress.
Trump’s pivot to Section 122 of the Trade Act of 1974 is strategically limited. That statute allows the president to impose temporary tariffs to address large and serious balance-of-payments deficits. The 150-day clock starts ticking immediately, and unless Congress passes legislation to extend the tariffs, they expire automatically.
This creates a very different dynamic than the IEEPA tariffs, which had no built-in expiration. The administration now has roughly five months to either convince Congress to codify its trade agenda or find yet another legal mechanism.
What this means for investors The 150-day window creates a defined period of uncertainty. Knowing that these tariffs have an expiration date, absent Congressional action, gives traders a timeline to work with. That’s marginally better than the open-ended IEEPA framework.
Traders should watch two things closely. The first is Congressional appetite for extending or modifying the Section 122 tariffs. Any movement toward permanent tariff legislation would likely weigh on risk assets across the board. The second is whether international trading partners retaliate.
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A unique situation has emerged in the XRP market: while Ripple continues expanding its business, the token itself risks falling into a deep two-year sleep. A fresh technical analysis based on Bollinger Bands via TradingView shows that the chart is now effectively projecting the previous accumulation cycle of 2022–2024.
The conclusion of the mathematical model is harsh — a breakout from the prolonged sideways trend is not expected until August 2028.
XRP price history repeats itselfThe logic behind the long-term forecast is simple: XRP, like any other established cryptocurrency, tends to repeat its own cycles. Between 2022 and 2024, the token spent 791 days in deep accumulation, after which a powerful impulse pushed the price to a peak of $3.55, after which a gradual correction began.
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Right now, XRP is trading within the $1.06–$1.10 range, while the Bollinger Bands are beginning to contract again on higher time frames. If the historical pattern repeats, the asset could face another two years of horizontal price action — dull and exhausting for speculators.
XRP price outlook in context of Bollinger Bands and 791-day accumulation from 2022-2024, Source: TradingViewThe current news environment clearly explains why the Bollinger Band model has a strong chance of materializing in practice, and institutional interest in U.S. spot XRP ETFs fading to a symbolic $2 million–$12 million per week is a stark proof of this scenario.
At the same time, the launch of the Ripple Mint platform for the RLUSD stablecoin, which has a market capitalization of $1.5 billion, reinforced the skeptical view — banks are adopting Ripple's infrastructure, but they do not need to purchase XRP itself for settlements.
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The situation is further complicated by the political deadlock in the United States, where Polymarket currently places the probability of the CLARITY Act being passed this year at only 42%.
As a result, the current balance of power in the market comes down to two key scenarios:
Bearish case: The absence of organic demand from banks, declining ETF inflows, and regulatory deadlock deprive the token of growth drivers, forcing retail investors to sell their holdings.Bullish case: Large wallets, or whales, are aggressively buying the supply sold by capitulating investors, forming a reinforced price floor ahead of a powerful technical Bollinger Band breakout.As the market remains constrained by uncertainty and the absence of retail demand, XRP is entering another phase of long-term accumulation, and in the worst-case scenario, investors may have to remain patient until the end of summer 2028.
XRP’s price has been holding above a key trendline support level lately, despite the broader trend being under strong bearish pressure. In fact, the altcoin has continued to trade below its key daily moving averages too.
However, recent developments around the Ripple ecosystem might give investors something new to watch.
Over the past few days, Ripple has expanded its institutional footprint while the XRP Ledger hit another milestone in network adoption. The question now is whether improving fundamentals can translate into stronger price action.
Ripple strengthens its enterprise ecosystem Ripple is in the news today after announcing a strategic investment in Notabene, a compliance platform that connects more than 2,300 financial institutions across over 100 jurisdictions.
The move is designed to strengthen RLUSD’s institutional infrastructure by helping businesses meet global compliance requirements before transactions are processed. It follows Ripple’s broader effort to position RLUSD for cross-border payments and regulated financial services.
At nearly the same time, the XRP Ledger crossed 1 million agentic transactions.
Unlike traditional transfers, agentic transactions are executed by AI agents and automated systems without requiring direct human input. Ripple believes the figure could eventually climb beyond 10 million as more automated financial applications are built on the network.
Both developments are proofs that Ripple is expanding beyond payments and building infrastructure.
What about the market activity? Ripple’s market activity has shown no significant changes over the last 24 hours. At the time of writing, the number of active addresses had flattened at around 14.5K, following gains of just 0.3K.
The lack of activity highlighted investors’ behavior as they seemed to be averse to observing the next price moves.
Source: CryptoQuant Trendline support will be key for the next price move And yet, despite the positive news, XRP’s price is yet to break out. At press time, the token was still trading below every Exponential Moving Averages on the daily chart.
The three-day bearish run pushed the token’s price to $1.09, with the same approaching a key trendline support too.
Price reaction at this point will determine XRP’s price trajectory. A break below the support level will extend the current bearish run to $1. A more significant correction cannot be overruled either.
This hypothesis was also based on the token’s momentum indicators leaning bearish. For instance, the XRP Stochastic RSI had a reading of 81.64 — Evidence that the token was in an overbought zone despite aggressive selling pressure.
Source: TradingView Final Summary Ripple strengthened its institutional ecosystem through a strategic investment in Notabene after XRP Ledger’s major update. XRP continues to hold above the $1.05 support level, despite trading below key daily moving averages.
MoonPay has introduced Discover card support to its US payment platform, enabling eligible customers to purchase and sell thousands of cryptocurrencies using Discover-branded cards. The move places Discover alongside Visa and Mastercard as accepted credit card networks on the MoonPay platform, increasing payment flexibility for US-based crypto users.
Discover joins Visa and Mastercard on MoonPayWith this integration, US users can now fund crypto transactions through Discover, in addition to previously supported card networks and payment options such as Apple Pay, Google Pay, PayPal, Venmo, and standard bank transfers. The expansion allows cardholders to buy and sell prominent digital assets including Bitcoin, Ethereum, BNB, XRP, Solana, TRON, Hyperliquid, and Zcash.
MoonPay, founded in 2019, has established itself as a global leader in cryptocurrency payment infrastructure, serving over 30 million customers in 180 countries. The company also supports more than 500 enterprise clients in sectors ranging from crypto exchanges to wallets and fintech platforms.
The addition of Discover provides businesses integrating MoonPay’s solutions with immediate access to the network, removing the need for additional technical integration work. This benefits both end users and enterprise customers seeking broader payment coverage.
Richard Harrison, Vice President of Banking and Payments Partnerships at MoonPay, stated that expanding payment methods aims to reduce barriers preventing users from completing crypto transactions. He explained that the goal is to let customers access digital assets with the payment cards and methods they already use daily.
Expanding access to payment methods like Discover helps remove friction points and gives customers more options to buy digital assets with familiar tools.
Although MoonPay now officially supports Discover, transaction approvals will still depend on policies set by the financial institution that issued the card. Issuer-specific fraud controls, compliance standards, and risk assessments determine whether any given purchase can proceed.
This represents Discover’s most significant move into crypto payments so far. While Visa and Mastercard have built deep partnerships with exchanges and payment firms, Discover has traditionally maintained a limited presence in the space.
The MoonPay partnership could signal a larger role for Discover as crypto adoption expands in mainstream finance.
Mini dictionary: MoonPay, founded in the United Kingdom in 2019, specializes in crypto payment processing and on-ramping services, offering regulated access to hundreds of digital assets for both retail and enterprise customers globally.
Card NetworkSupported by MoonPayAvailability for Crypto PurchasesVisaYesYesMastercardYesYesDiscoverYesYes (dependent on issuing bank’s policy)Compliance and issuer restrictionsDespite MoonPay providing the technical capability, approval for crypto transactions using Discover cards ultimately remains at the discretion of each card-issuing bank. Regulatory requirements, anti-fraud systems, and internal compliance measures can lead to variable outcomes for individual cardholders.
Approval success will likely differ by institution, with some banks permitting crypto purchases and others blocking them on policy grounds. This means that while millions of Discover cardholders are now potentially eligible to participate in the cryptocurrency market through MoonPay, actual availability will vary.
Card availability still depends on the issuer’s stance, as banks control whether Discover cards can complete transactions for digital assets on MoonPay.
MoonPay’s integration of Discover builds on the company’s broader strategy to streamline digital asset access for both retail and institutional clients. Earlier this year, MoonPay launched AI-powered agents capable of creating self-custodial wallets and executing blockchain transactions autonomously. This reflects a continued push to innovate at the intersection of traditional payments and digital finance.
The partnership with Discover reflects ongoing efforts from MoonPay to bridge the gap between conventional banking and the emerging world of cryptocurrencies, offering more regulated entry points for new investors.
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.
Is it all about XRP and its price or all Ripple moves matter to investors?
If you spend enough time on Crypto X (formerly Twitter) or Reddit or any other social media with a bias toward cryptocurrencies, as we tend to do, you will notice an interesting pattern regarding XRP and the company behind it.
While Ripple continues to expand with new licenses, partnerships, regulatory approvals, and even acquisitions, the majority of comments are focused on its native token’s price performance. So, do people actually care about Ripple, or is it all about XRP’s next big run?
Ripple Keeps Growing Before we dive into our findings, let’s first apologize to any XRP Army participants who might not fall under this category. After all, its community is one of the biggest and loudest online, and we don’t want to rattle any cages.
Now, let’s talk about how big Ripple has become in recent years. The company, which was once sued by the SEC and whose execs considered shutting down, launched its own stablecoin less than two years ago, which has now become a $1.6 billion asset.
Ripple has also invested heavily in institutional infrastructure, such as the acquisition of Hidden Road (now called Ripple Prime), acquired other businesses, launched services for tokenized assets, rolled out AI-focused developer tools for the XRP Ledger, and continued pushing cross-border payments.
Unlike previous cycles, the company is no longer known only for payments, as it now operates across stablecoins, custody, tokenization, institutional finance, and even dev tooling. From a business and expansion perspective, 2025 and 2026 have been the firm’s busiest and arguably most successful years to date.
Yet, almost none of those announcements translated into immediate price moves for the underlying asset.
You may also like: Ripple Doubles Down on RLUSD With Mint Launch and Notabene Investment Relief Rally or Bull Trap? Why This Analyst Says XRP Is Heading Below $1 XRPL Reserve Debate Splits Community Over Adoption vs Security Retail Investors Still Obsessed by XRP Only Despite all of those developments, XRP rocketed mostly after it became known that Gary Gensler would step down from his role at the SEC, which essentially marked the beginning of the end of the legal spat between the two. It peaked just over a year ago, and it has been mostly downhill since then. Even the ETF launches in November didn’t result in the promised price gains.
To many market participants, Ripple is simply the company behind the token. And, they don’t directly buy shares of that company; they accumulate XRP. If a banking partnership doesn’t increase the demand for the asset immediately, they don’t really care about it. If RLUSD’s expansion doesn’t benefit XRP somehow, they stand aside.
This partly explains why Ripple-related headlines often generate less excitement than XRP price movements, whale accumulations, or technical analysis. We have seen this firsthand.
As such, even though Ripple and XRP will forever remain connected, it still means that the former can generate revenue without affecting the latter, while the token can rally due to factors not related to the company behind it.
Search trends, social media engagement, and trading activity all point in the same direction: traders are consistently attracted to XRP far more than Ripple itself.
Fresh comments from Patrick Witt, the White House’s lead crypto advisor, have clarified expectations surrounding the Digital Asset Market Clarity (CLARITY) Act as lawmakers prepare for their August recess. The Biden administration stated that, although the bill is not expected to receive Senate approval before August, efforts remain underway to ensure it advances procedurally in the coming weeks.
Thune’s remarks and Witt’s responseSenate Majority Leader John Thune recently indicated that the CLARITY Act was unlikely to pass the Senate ahead of the August break, a view echoed by the White House. Despite this, both sides continue to express optimism about achieving meaningful progress on the legislation before Congress departs for summer recess.
Asked about Thune’s comments, Patrick Witt explained that the administration’s approach has remained consistent throughout negotiations. Witt and his team, which includes White House AI and crypto advisor David Sacks, have pushed for a bipartisan outcome over the past year, maintaining that the bill deserves a Senate vote.
Witt agreed that Thune’s assessment of timing is correct, but emphasized the Senate will remain in session at the beginning of August. He suggested lawmakers should not completely rule out further action before the formal start of recess.
In his update, Witt noted that while some senators have grown less optimistic, his own discussions point to building support for advancing the bill to a floor vote.
Patrick Witt reiterated that although a final vote on the CLARITY Act prior to August remains unlikely, ongoing talks could still allow for procedural progress in the Senate and strengthen the bill’s momentum.
Focus shifts to procedural advancementThe White House has recently shifted its focus from securing passage before the recess to ensuring the CLARITY Act continues to move through the legislative process. This adjustment comes as competing legislative priorities crowd the Senate calendar just before August.
Negotiations remain challenging, especially regarding proposed ethics rules. Democrats are advocating for stricter limitations on lawmakers’ participation in crypto-related companies, while Republicans and the White House have presented differing proposals that have yet to unify bipartisan support.
Despite these hurdles, Witt and senior administration officials still anticipate that the CLARITY Act will reach the Senate floor for initial voting procedures. Advancing the bill in this manner would help maintain momentum and set up further debate when Congress returns from recess.
Diana, an active voice in the digital asset community, commented that the administration’s shift in expectations reflects a tactical change rather than a weakening in commitment. She indicated that, although a delay appears inevitable, the White House remains determined to see the CLARITY Act make concrete legislative progress in the coming weeks.
Mini dictionary: Patrick Witt is the principal cryptocurrency advisor at the White House, helping to shape the Biden administration’s approach to digital asset legislation and coordinate with lawmakers on bipartisan crypto policy initiatives.
Legislative outlook and next stepsWith Congress facing a packed agenda as the August recess nears, negotiation delays could push any decisive action on the CLARITY Act into the fall session. However, administration insiders say procedural steps such as introducing the bill to the Senate floor remain feasible in the remaining days of July and early August.
Such movement would position the CLARITY Act—designed to clarify digital asset regulations in the US—for further debate and eventual voting after the summer break.
Witt’s latest remarks highlight continued White House support for the CLARITY Act, with officials seeking to ensure it keeps progressing despite a crowded Senate schedule.
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.
25 July 2026 | 12:17 XRP trades at $1.08 after decisively trading below the rising support that had defined its consolidation since late June.
Key Takeaways XRP closed yesterday below the rising support of its recent consolidation pattern. Upbit’s XRP reserve fell to its lowest level since May; Binance remains 200M XRP below its March peak. Spot XRP ETFs recorded zero net flows for three straight days after inflows on July 20 and 21. The break is not a marginal poke – price now sits roughly $0.10 under where that trendline currently projects – and it arrives with XRP already trading beneath its 50-day moving average near $1.1.
Daily XRP technical price chart / Source: TradingView A Decisive Break, Not a Bounce Consolidation patterns like this one represent a tug-of-war between buyers and sellers. Just days earlier, whale accumulation had XRP compressing toward the $1.16 breakout trigger, with the same rising support line and horizontal ceiling defining the range. That setup has now resolved – but to the downside. When price closes outside the lower boundary rather than bouncing toward the apex, it signals sellers overwhelming buyers at that level rather than a routine test of support.
As long as XRP respected the rising trendline, the chart maintained a sequence of higher lows. Slicing below it breaks that sequence and turns the former floor into a ceiling – a structural shift that flips short-term bias to the downside.
Exchange Reserves Diverge Across Venues According to an analysis shared by CryptoQuant analyst Amr Taha, XRP reserves are moving in different directions depending on the venue: Upbit has slid to a multi-month low, Binance remains well below its March high, and Bithumb has returned close to its late-May level.
Reserve declines alone don’t determine whether XRP is being moved into self-custody, transferred between platforms, or redistributed elsewhere, but the divergence is a relevant input alongside the bearish price action.
Exchange Current Reserve Change From Recent Peak Upbit ~6.43B XRP (lowest since May) -85M XRP (-1.3%) from May 30 high of 6.515B Binance ~2.60B XRP -200M XRP (-7.1%) from March 17 high of 2.80B Bithumb ~1.83B XRP Near late-May level ETF Demand Goes Quiet Institutional flows into spot XRP ETFs have paused with daily net inflows registered $0.00 for three consecutive sessions – July 22 through 24 – following a $5.66 million inflow on July 21 and $2.49 million on July 20.
The pause follows a stronger stretch earlier in the month, when ETFs logged their largest single-day inflow of July on July 16, per SoSoValue. A stall in demand at the same time the technical structure is breaking down removes one potential offset to the price action, though it doesn’t by itself confirm further downside.
What Could Change the Picture Reclaiming the broken trendline, now overhead near $1.15–$1.17, would repair the structure and open a retest of the pattern’s flat ceiling, with the 50-day average the first hurdle along the way. Short of that reclaim, any bounce reads as relief inside an invalidated setup rather than a recovery.
Continued weakness exposes the $1 psychological zone, which also lines up with the pattern’s measured-move target. A close below it would mark the first sub-dollar print since November 2024.
Ascending triangles resolve upward more often than they resolve downward, which makes this clean break lower a meaningful tell. RSI near 44, sitting under its signal line, points to fading momentum rather than an oversold bounce setup, and price remains below all three major moving averages, keeping the broader trend firmly down.
Disclaimer: This content is for informational purposes only and should not be treated as financial or investment advice. Markets are volatile, and past chart behavior doesn’t guarantee future results. Make your own decisions and consult a professional before trading. Methodology: Technical levels are sourced from the daily XRP/USD Coinbase chart via TradingView (July 25, 2026); exchange reserve figures come from CryptoQuant report, and ETF flow data is from SoSoValue. Author
Alex is Editor-in-Chief of Coindoo and co-founder of Millennial Media Group, with nearly a decade of experience covering financial markets - crypto first, then everything else. It started in 2016 with Bitcoin. Like most people at the time, he didn't fully understand it - so he kept digging. Blockchain, tokenomics, the projects, the cycles. That curiosity never stopped, and eventually pulled him into traditional markets too: equities, commodities, macro. Not because he left crypto behind, but because you can't properly understand one without the other. What drives him is straightforward: he wants to know why something is happening, not just that it's happening. Most market coverage stops at the headline - price up, price down, here's a chart. Alex finds that kind of reporting actively unhelpful. If you walk away from an article without understanding the mechanism behind the move, what did you actually learn? He holds a degree in Tourism from New Bulgarian University - not the most obvious path into financial markets, but markets have a way of pulling in people who are simply too curious to stay out. He has authored over 200 in-depth analyses and more than 10,000 articles across crypto and traditional finance. He still thinks every day in markets teaches him something new. That's probably why he hasn't stopped.
XRP Price Prediction: Ripple Token Spot Demand Hits Highest Since June Ad Disclosure
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XRP price is trading around the $1.10 to $1.12 range after slipping 2% over the past day. This XRP prediction comes as price action softens despite steady spot buying. The more interesting story is not the decline, but what is happening underneath it. Spot demand has climbed to its strongest levels since June, while derivatives traders remain cautious.
That divergence matters because it often appears before a decisive move. Buyers continue absorbing supply, yet leveraged traders remain hesitant. As a result, XRP could either reclaim recent highs or face another round of selling if support gives way.
Recent technical signals show XRP struggling to hold above the $1.14 area after its weekly advance. Short-term momentum cooled as profit-taking emerged, although the MACD still favors buyers. Meanwhile, the Relative Strength Index recently reached overbought territory, suggesting upside could remain limited without fresh demand.
XRP USD, TradingviewMarket sentiment remains cautious even with stronger spot accumulation. That disconnect is worth watching because pessimistic positioning sometimes fuels sharp rebounds. However, if buyers fail to defend the current range, sellers could regain control before another recovery attempt develops.
Institutional adoption narratives and ETF-related speculation continue supporting the medium-term outlook for XRP. At the same time, Ripple developments add another fundamental layer alongside the technical picture. Even so, resistance near recent highs remains the level to beat before bulls can regain full control.
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XRP Price Prediction: Reclaim $1.20 Before the Next Major Resistance at $1.48?XRP price is trading around the $1.10 to $1.12 range after slipping roughly 2% over the past day. This XRP prediction comes as price action softens despite steady spot buying. The more interesting story is not the decline, but what is happening underneath it. Spot demand has climbed to its strongest levels since June, while derivatives traders remain cautious.
That divergence matters because it often appears before a decisive move. Buyers continue absorbing supply, yet leveraged traders remain hesitant. As a result, XRP could either reclaim recent highs or face another round of selling if support gives way.
Recent technical signals show XRP struggling to hold above the $1.14 area after its weekly advance. Short-term momentum cooled as profit-taking emerged, although the MACD still favors buyers. Meanwhile, the Relative Strength Index recently reached overbought territory, suggesting upside could remain limited without fresh demand.
Market sentiment remains cautious even with stronger spot accumulation. That disconnect is worth watching because pessimistic positioning sometimes fuels sharp rebounds. However, if buyers fail to defend the current range, sellers could regain control before another recovery attempt develops.
Institutional adoption narratives and ETF-related speculation continue supporting the medium-term outlook for XRP. At the same time, Ripple developments add another fundamental layer alongside the technical picture. Even so, resistance near recent highs remains the level to beat before bulls can regain full control.
Trade XRP on Bybit and Get a Chance to Win Our $1,000 USDT Airdrop
LiquidChain Targets Early-Mover Positioning as XRP Tests Key ResistanceXRP’s spot demand spike is a legitimate signal, but at $1.14, the risk/reward on a near-term trade is compressed between a stubborn resistance ceiling and an overbought oscillator. Traders looking for asymmetric exposure in this environment are increasingly eyeing early-stage infrastructure plays where price discovery hasn’t happened yet.
LiquidChain ($LIQUID) is a Layer 3 infrastructure project building what it calls a unified cross-chain execution environment. It is fusing Bitcoin, Ethereum, and Solana liquidity into a single settlement layer.
Liquid’s architecture centers on a Deploy-Once model: developers ship once, access all three ecosystems simultaneously, with verifiable settlement and single-step execution across chains.
The presale is currently priced at $0.01483, with $917K raised to date. That figure is climbing, and early-stage pricing at this level won’t persist indefinitely as the round progresses. Institutional demand signals tracked alongside this raise add context,too.
Research LiquidChain before making any allocation decision.
Cover image via U.Today Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.
Agent payments on the XRP Ledger now support Mastercard's Verifiable Intent standard, according to a recent X post by t54.ai, an AI infrastructure company building an agentic economy on the XRPL.
The x402 facilitator went live on the XRP Ledger in February 2026, allowing AI agents to pay for services using XRP and RLUSD with no need for an API key or accounts.
According to t54.ai, developers can prove through the x402 Facilitator who authorized a payment, under what limits, and for which purchase, and Trustline screens it before settlement. They can also attach a Mastercard-aligned Verifiable Intent (VI) to their x402 payments so every request agents make is automatically run through the XRPL Facilitator's risk service.
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Verifiable Intent (VI) is a cryptographic proof, carried alongside an x402 payment, that answers three questions a risk engine needs before it trusts an autonomous payment: who authorized it, under what limits, and for exactly which transaction. It follows the Mastercard Agentic Payments / Verifiable Intent standard.
The rise of AI has created new ways to buy and sell goods and services and now requires a new class of payments.
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As part of this push, Mastercard introduced the Agent Pay for Machines (AP4M) service, which will allow payment transactions to be permissioned, orchestrated, and settled at machine speed across its global payments network.
Ripple joined the ecosystem supporting Mastercard's Agent Pay for Machines initiative in June 2026, helping to validate new use cases, establish common rules, and accelerate adoption.
XRPL hits 1.4 million agentic transactionsThe agentic economy on the XRP Ledger is growing, with over 1.4 million agentic transactions settled through t54's x402 facilitator on the XRPL.
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Responding to this milestone, RippleX head of engineering J. Akinyele compared the current state of agentic payments to the early days of cloud infrastructure, when the potential was obvious but the tooling and standards were still being developed.
Akinyele said that as AI agents become more capable, they will require seamless payment infrastructure similar to how they already exchange data, adding that the XRPL is in the early stages of what is possible.
"Crossing 1M agentic transactions on the XRPL is an exciting milestone, but I believe we're still in the early stages of what's possible," Akinyele said in an X post.
Key Highlights XRP has fallen to $1.09 following three consecutive days of losses, now positioned beneath all major exponential moving averages on the daily timeframe Ripple announced a strategic stake in Notabene, a regulatory compliance solution serving over 2,300 financial entities spanning more than 100 countries The XRP Ledger achieved a milestone of 1 million AI-driven agentic transactions, with Ripple forecasting expansion beyond 10 million Technical analyst CryptosBatman identified a bearish pattern breakdown, cautioning that downward momentum persists until the 200 EMA is recovered The Stochastic RSI for XRP reads 81.64, signaling overbought territory even amid persistent downward price action XRP is presently valued at $1.09, hovering narrowly above a critical trendline support zone. The digital asset has experienced downward momentum across three straight trading sessions and trades beneath every exponential moving average on the daily chart.
[[IMG_4]]XRP Price Even with several encouraging announcements from Ripple throughout the week, the token’s price has failed to generate any bullish response.
Ripple revealed a strategic capital allocation into Notabene, a regulatory compliance infrastructure provider linking more than 2,300 financial organizations across over 100 global jurisdictions. This initiative seeks to bolster RLUSD’s institutional framework and assist enterprises in satisfying compliance standards prior to transaction execution.
The development aligns with Ripple’s broader strategy to establish RLUSD as a credible solution for international payment flows and compliant financial operations.
Simultaneously, the XRP Ledger achieved a significant benchmark by surpassing 1 million agentic transactions. These represent transactions carried out by artificial intelligence agents and automated platforms, operating independently of direct human intervention. Ripple anticipates this volume could ultimately exceed 10 million as additional automated financial solutions emerge on the platform.
🚨LATEST: The XRP Ledger has surpassed 1 million agentic transactions, with RippleX (@XRPLF) expecting the network to surpass 10 million soon and potentially reach 100 million within the next couple of years.
Agentic transactions are executed by AI agents and automated systems,… pic.twitter.com/t01g1XGx0g
— Cryptic (@Cryptic_Web3) July 23, 2026
In the previous month, Ripple introduced an AI development toolkit and incorporated the X402 payment standard to facilitate developers in constructing agentic AI payment systems on the XRP Ledger. Since implementation, the ledger has witnessed increased engagement, now exceeding 1.4 million total agentic transactions.
Technical Weakness Continues Market analyst CryptosBatman issued a cautionary message on X, indicating that XRP has validated a bearish chart pattern. He observed that price action has surrendered both the rising trendline and the 200 EMA on the 2-hour chart, and that downward forces maintain dominance until the 200 EMA is successfully recaptured.
$XRP confirmed a bearish breakdown.
Price lost both the ascending trendline and the 200 EMA on the 2H timeframe
Until the 200 EMA is reclaimed sellers remain in control. pic.twitter.com/hJkvft7gMr
— BATMAN ⚡ (@CryptosBatman) July 24, 2026
Blockchain metrics support this technical perspective. Active wallet addresses have stabilized near 14,500, increasing by merely 300 during the most recent measurement period. This indicates market participants are predominantly adopting a wait-and-see approach.
The Stochastic RSI indicator for XRP registers 81.64, positioning the asset in overbought conditions, despite ongoing downward price momentum. This conflicting signal has captured the attention of market participants.
Critical Price Level in Focus A failure to maintain the present trendline support could drive XRP down to the $1.00 psychological threshold. Maintaining position above this support is considered essential for any prospective bullish reversal.
XRP maintains a market capitalization of $71 billion, with 62.46 billion tokens currently circulating from a total maximum supply of 100 billion. Ripple systematically releases supplementary tokens from its escrow reserves on a scheduled basis.
XRP maintains its position above the $1.05 support zone as market participants monitor for the next significant price movement.
Ripple continues to expand its business, with banks adopting its technology, and spot XRP ETFs have already attracted nearly $1.5 billion. Yet its native token XRP remains nearly 72% below its 2025 peak.
Meanwhile, on-chain data and technical charts suggest XRP may remain stuck in a sideways range until 2028, backed by historical data.
Ripple Is Growing, But XRP Isn’t FollowingRipple has spent the year strengthening its ecosystem. This week alone, the company launched the Ripple Mint platform for its RLUSD stablecoin, expanded across multiple blockchain networks, and continued attracting banks to the XRP Ledger for cross-border payments.
However, stronger business growth has not translated into higher XRP prices.
One reason is how Ripple’s network works. Banks use the XRP Ledger to settle transactions almost instantly. Due to this, they do not need to hold large amounts of XRP for long periods.
At the same time, Ripple also releases millions of XRP from escrow every month, increasing the available supply.
Meanwhile, spot XRP ETFs have attracted about $1.49 billion in total inflows, but ETF holdings still account for only 1% to 2% of XRP’s circulating supply, limiting their impact on price.
Selling Pressure Continues to Outweigh DemandMarket data also shows that XRP’s futures market has cooled sharply.
Open interest has fallen by nearly 87%, dropping from around $15 billion earlier this year to roughly $1.91 billion. This large wave of deleveraging removed much of the speculative buying that previously helped fuel rallies.
Meanwhile, large investors have quietly bought more than 600 million XRP during recent price drops. But many small investors have sold their XRP after months of little price movement. Because of this, XRP faces selling pressure.
According to analyst Chartnerd, XRP has taken an average of about 1,410 days to reach each new cycle high. Previous cycles lasted 1,490 days (2013-2018), 1,197 days (2018-2021), and 1,556 days (2021-2025).
Based on both time-based Fibonacci extensions and previous market cycles, Chartnerd believes XRP could target around $27 by 2029 or 2030.
At the same time, the Bollinger Bands are tightening, a sign that volatility is falling and XRP could remain range-bound before its next major move. If history repeats, the current setup mirrors the long accumulation period seen before the 2024 breakout.
Unless XRP breaks above the 20-week Bollinger Band and key resistance levels, analysts believe the token could continue trading sideways before building momentum for its next bullish cycle.
That outlook closely matches Standard Chartered’s long-term forecast, which projects XRP reaching $7 by 2027, $12.60 by 2028, and nearly $28 by 2030.
🇺🇸🏦 $28 BY 2030 🏦🇺🇸
Standard Chartered projects that XRP could reach $28 by 2030.
The bank believes XRP could benefit from the growth of cross border payments, tokenization, and increasing institutional adoption.
Now it’s the banks. 🚀 pic.twitter.com/tnwEtVW1pL
— John Squire (@TheCryptoSquire) July 21, 2026 Loading article prices
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Cryptocurrency analytics company CryptoQuant has reported a notable divergence in XRP reserves across major exchanges. According to the data, Upbit’s XRP reserves have fallen to their lowest level since May, while Binance’s reserves remain approximately 200 million XRP below the peak recorded in March.
The amount of XRP held on Upbit has fallen to approximately 6.43 billion XRP, reaching its lowest level since May. The exchange’s reserves peaked at approximately 6.515 billion XRP on May 30th. Accordingly, Upbit’s XRP balance has decreased by approximately 85 million XRP, or 1.3 percent, since that peak.
Upbit’s XRP reserves remain at a high level compared to other major exchanges examined. According to current data, Upbit holds approximately 2.47 times the amount of XRP held on Binance.
Binance’s XRP reserves stood at approximately 2.60 billion XRP as of July 24. This amount is 200 million XRP, or about 7.1 percent, below the 2026 peak of approximately 2.80 billion XRP recorded on March 17.
Bithumb’s XRP reserve was also measured at approximately 1.83 billion XRP. This level is close to the reserve amount recorded by the exchange on May 30th. Thus, a significant divergence emerged among the three exchanges. While Upbit’s reserve fell to its lowest level in several months, Binance remained below its March peak, and Bithumb returned to its levels at the end of May.
CryptoQuant stated that, given Upbit and Bithumb’s relatively high XRP holdings among the exchanges examined, changes in reserves on these platforms offer important indicators for evaluating XRP’s exchange-sourced liquidity structure.
However, the company noted that the decrease in reserves does not necessarily mean that XRP is being withdrawn from personal wallets.
*This is not investment advice.
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Ongoing conversations in the US digital asset sector have intensified around whether the proposed CLARITY Act could materially influence the price and institutional adoption of XRP, even after recent regulatory progress.
Legal distinction between court ruling and legislationVincent Van Code, a software engineer specializing in blockchain technology, commented on X that many overlook the critical difference between a landmark court verdict and formal federal legislation. He suggested that while last year’s decision in the SEC v. Ripple case was a notable milestone for XRP, it does not offer lasting legal certainty for major industry players.
In 2023, a US district court ruled that secondary-market transactions of XRP do not qualify as securities. This outcome eased regulatory pressure on Ripple’s ecosystem and sparked optimism across various crypto markets.
Van Code acknowledged that this outcome has already influenced the industry, paving the way for broader adoption. “There is a misconception that the Clarity Act will not affect prices for crypto such as XRP. That is not entirely true,” he noted on social media, responding to speculation about the new legislation’s impact.
In his comments, Van Code emphasized that a single district court decision cannot replace comprehensive federal legislation, leaving uncertain ground for financial institutions considering large-scale XRP investments.
The court’s decision, while groundbreaking for XRP holders and Ripple Labs, remains one federal judge’s interpretation and does not amount to a nationwide precedent or a statutory guarantee of how XRP will be treated going forward.
Institutional caution persists despite legal progressVan Code explained that, following the court ruling, institutional activity around XRP picked up, including new On-Demand Liquidity corridors, pilot projects with banks, custody service growth, and ETF submissions. However, he stressed that the lack of a broad legal framework prevents many major financial firms from making significant commitments.
He warned that the decision’s influence is inherently limited, particularly since it could be revisited by future courts or interpreted differently by other agencies. Without legislation from Congress, he said, banks and institutional investors remain risk-averse—choosing to engage in limited pilot programs rather than large investments or extensive product launches.
Many traditional finance firms are known for their cautious approach, prioritizing strict regulatory compliance. For them, the absence of clear federal law governing digital assets continues to be a key obstacle.
Van Code argued that codifying digital asset definitions into federal law would address remaining concerns in compliance departments and among decision-makers at large firms.
Mini dictionary: CLARITY Act, a proposed US bill that seeks to clarify the legal status and regulatory framework of digital assets, aiming to provide certainty for institutional investors by defining tokens and their treatment under securities laws.
The path ahead for XRP and institutional adoptionHe added that many institutional players are still limiting their exposure to XRP, focusing on experimental or non-custodial activities until a legislative solution arrives. This cautious stance has so far prevented a larger wave of capital inflows.
According to Van Code, the passage of the CLARITY Act would likely provide the comprehensive regulatory clarity needed to shift institutional strategies. This could potentially influence both adoption rates and pricing in $XRP, moving beyond the boundaries set by last year’s court win.
Van Code concluded that “while the Ripple decision eased some uncertainty for XRP, genuine institutional confidence depends on a robust federal framework.”
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.
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.
BlackRock clients have reportedly sold $52.76 million worth of Ethereum, according to a social media post by @WhaleInsider. The sale appears to be linked to BlackRock’s iShares Ethereum Trust, a spot ETF facilitating ETH exposure for institutional clients. This move is not directly attributable to BlackRock’s proprietary activity but suggests a significant outflow from the ETF, which is a major institutional holder of Ethereum. Such outflows are often observed alongside broader ETF activity and can influence market dynamics, particularly given the large scale of the transaction.
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Key Takeaways The reported sale of $52.76 million in Ethereum by BlackRock clients suggests a substantial institutional outflow, potentially impacting market sentiment. Current market odds for Ethereum dropping to $1,300 in July remain low, indicating limited immediate market impact from this news. Observers note that BlackRock’s iShares Ethereum Trust has previously been a significant driver of spot demand for Ethereum. What to Watch Markets will be closely monitoring any further large-scale transactions linked to the iShares Ethereum Trust, as these could indicate broader trends in institutional sentiment toward Ethereum. Additionally, any future announcements regarding inflows or outflows from major Ethereum ETFs could influence market perceptions and pricing. The impact on Ethereum’s price trajectory will also depend on broader market conditions, including regulatory developments and macroeconomic indicators.
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Term Structure
Contract Odds Δ since publish Volume 24h August 1 2026 0.2% — — View market → August 1 2026 22.5% — — View market → August 1 2026 0.9% — — View market → August 1 2026 0.1% — — View market → August 1 2026 0.1% — — View market → August 1 2026 6.5% — — View market → August 1 2026 1.8% — — View market → August 1 2026 0.2% — — View market → August 1 2026 0.5% — — View market → August 1 2026 1.6% — — View market → August 1 2026 2.2% — — View market → August 1 2026 0.1% — — View market → August 1 2026 0.2% — — View market → August 1 2026 0.1% — — View market → August 1 2026 0.1% — — View market → August 1 2026 15.5% — — View market →
US-listed spot Ethereum exchange-traded funds (ETFs) logged $70.62 million in net outflows on Friday, ending a five-day inflow streak.
Ethereum funds saw $211.25 million in net inflows over the previous five sessions from July 17 to Thursday, according to SoSoValue data. They still posted $103.9 million in net inflows for the week ended Friday.
Despite the outflows, Ethereum ETFs extended their weekly inflow streak to three straight and have attracted $337.74 million in net inflows so far in July.
Spot crypto ETF flows have become one of the market’s most closely watched gauges of demand for Bitcoin (BTC) and Ether (ETH) through traditional investment products.
Although other jurisdictions, including Hong Kong, have launched similar funds, US-listed ETFs account for the vast majority of assets and trading volumes.
Daily spot Ethereum ETF net flows from July 17 to July 24. Source: SoSoValue
Bitcoin ETFs also end week with outflowsThe reversal followed a similar pattern in Bitcoin ETFs, which ended a seven-day inflow streak on Thursday and recorded another $240.08 million in net outflows on Friday.
Bitcoin ETFs also extended their net inflow streak to three consecutive weeks, adding $103.90 million during the week ended Friday and $233.96 million so far in July. They followed a record June, when $4.5 billion flowed out of the funds.
BTC traded just under $64,000 at the time of writing, tumbling from the week’s high of $66,892 on Tuesday, according to CoinGecko. ETH traded at $1,837, down from Wednesday’s weekly high of $1,954.
Japan’s crypto reforms fuel $18.4 billion Bitcoin ETF forecastFollowing Japan’s recent overhaul of its crypto regulations, which is widely viewed as laying the groundwork for future spot Bitcoin ETFs, crypto management platform XWIN estimated that a mature Japanese spot Bitcoin ETF market could reach about $18.4 billion, equal to roughly 0.13% of the country’s $14.6 trillion in household financial assets.
In an analysis posted at CryptoQuant, XWIN said the estimate assumes demand from existing crypto holders, new retail investors using brokerage accounts and institutional allocators.
The report pointed to the US market as an example, noting that spot Bitcoin ETFs excluding Grayscale’s GBTC have accumulated roughly 1 million Bitcoin, demonstrating how regulated ETF products can connect traditional finance with digital assets.
“The key is access,” XWIN said, adding that a Japanese spot Bitcoin ETF would allow investors to gain Bitcoin exposure through familiar brokerage and custody systems. It characterized the $18.4 billion figure as “an achievable upper-end market scenario.”
Magazine: A quantum roadmap would push Bitcoin much higher: Charles Edwards
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.
Upbit, one of South Korea’s largest cryptocurrency exchanges, has announced it will list the Korean won trading pair for Morpho (MORPHO).
According to the exchange’s announcement, MORPHO/KRW trading will begin on July 25, 2026, at 12:00 PM Turkish time. Deposits and withdrawals will only be supported via the Ethereum network.
Upbit stated that transaction support may be delayed if sufficient liquidity is not provided after deposit and withdrawal operations begin.
Buy orders will be restricted for the first 5 minutes after listing. During the same period, sell orders placed at more than 10% below the previous day’s closing price will also not be allowed. Furthermore, order types other than limit orders will be unavailable for approximately the first two hours.
*This is not investment advice.
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