🤔 Glassnode: Despite #BTC down -3.2% and #ETH -6%, liquidations remain low ($110M/$132M) and OI drawdowns are modest. This move looks more like spot-driven selling than a derivatives flush. No signs of a leverage cascade yet.

📊 CQ: #BTC stocks at whales continue to rise. Historically, the peak of the 2021 cycle has coincided with a significant decline in BTC stockpiles in whales. If the current trend of whale hoarding reverses, we could be close to forming a potential cycle peak.

🕵️‍♂️🐳 Whale withdrew 14,520 #ETH ($53M) from exchanges in the last 9 hours. Just 5 days ago, this whale bought 38,606 ETH ($148.44 million).

🇺🇸 U.S. raised average duties to about 18%, which could bring in $450 billion a year (up from $77 billion in 2024), according to RBC BlueBay. CIO Mark Dowding believes this could reduce the budget deficit to just under 7% of GDP next year. #macro

🇬🇧🥳 Under changes announced by the FCA, UK-registered firms will soon be able to provide retail consumers with access to exchange-traded cryptocurrency bonds (cETNs).

🤖💸 #WLD OpenAI raised $8.3 billion at a $300 billion valuation

🇺🇸🍿 Trump states that there are serious divisions on the Fed board and they will only get worse

🇺🇸👀 #macro USA (July):
- Nonfarm Payrolls: 73k (pre: 147k);
- Unemployment: 4.2% (pre: 4.1%)

📈 #SOL CME Solana futures trading volume and open interest more than tripled in July compared to June, recording record monthly activity since launching in March.
Total futures volume totaled $8.1 billion, while average open interest for the month exceeded $400 million.

🇺🇸👀 #macro Nick Timiraos (WSJ reporter known as "the Fed's mouthpiece") said the slowdown in job growth over the past three months may have opened the door for Fed officials to consider interest rate cuts at their next meeting in September: "At the very least, it underscores the difficult balance they face with slowing economic growth and rising inflationary pressures."

🇺🇸🔮 #macro Kalshi: The probability of a Fed rate cut in September rose to 75% after today's jobs data.

🇺🇸👀 #macro US (July):
- S&P Manufacturing PMI: 49.8 (pre: 49.5);
- ISM Manufacturing PMI: 48 (pre: 49)

🗓🔍 August 2025 Crypto Calendar

💰🙋‍♂ #SOL #BTC DevvStream (#DEVS) plans to sell $100 million worth of shares. Proceeds from the sale will go to create a reserve in BTC and SOL

🗽📊 #USDT Tether has overtaken South Korea to become the 18th largest holder of US Treasuries

🇺🇸👀 #LTC #ETF Nasdaq published an updated listing application for the Canary Litecoin ETF

🧐 August and September are historically the worst months for #BTC. In eight of the last 12 years, the price of BTC has fallen in August and September with a 67% probability.

💸 CoinGlass: > $800 million liquidated in the last 24 hours

📊👀 About 96% of #BTC supply is in profit, according to Glassnode.

💰 Blockchain startup Subzero Labs has completed an initial £20m funding round led by Pantera Capital. fortune

🕵️‍♂️ A Bitcoin OG transferred 306 #BTC ($35.37M) out after 12 years of dormancy.

This OG received 306 BTC ($23.7K at the time) 12 years ago, when the BTC price was $77. That's a 1,493x return.