BREAKING: 🟠 Strategy $MSTR has sold 1,690 Bitcoin to fund preferred stock dividends and a $109 million buyback of $STRC, and now holds a total of 840,447 BTC.
🔸Bitcoin 100 Ranking: 1🏆🔸
Source: https://x.com/btctreasuries/status/2086786325005672623
🔸Bitcoin 100 Ranking: 1🏆🔸
Source: https://x.com/btctreasuries/status/2086786325005672623
BULLISH: 🟠 Bitcoin is bouncing off the 200 weekly moving average, which historically has been a great buying opportunity 👀
Source: https://x.com/BitcoinMagazine/status/2086826064211259399
Source: https://x.com/BitcoinMagazine/status/2086826064211259399
💰 Strategy raised $653.1M through MSTR sales and sold 1,690 BTC to repurchase $108.6M of STRC. It now has a $4.65B USD reserve to cover 2.7 years of dividends and interest.
📰 https://btctimes.com/strategy-raises-653-1-million-as-it-sells-1-690-bitcoin-and-repurchases-108-6-million-of-strc
📣 https://x.com/BTCTimescom/status/2086838597429199280
📰 https://btctimes.com/strategy-raises-653-1-million-as-it-sells-1-690-bitcoin-and-repurchases-108-6-million-of-strc
📣 https://x.com/BTCTimescom/status/2086838597429199280
Btctimes
Strategy Raises $653.1 Million as It Sells 1,690 Bitcoin and Repurchases $108.6 Million of STRC
Strategy raised $653.1 million, sold 1,690 Bitcoin and used $108.6 million to repurchase 1.15 million STRC shares.
🟠 H100 acquired NSD AS in a SEK 1.47B share deal, increasing its holdings to 3,506.4 BTC, with Adam Back among its early Bitcoin treasury investors.
📰 https://btctimes.com/h100-reports-holdings-of-3-506-bitcoin-following-acquisition
📣 https://x.com/BTCTimescom/status/2086856955847409735
📰 https://btctimes.com/h100-reports-holdings-of-3-506-bitcoin-following-acquisition
📣 https://x.com/BTCTimescom/status/2086856955847409735
Btctimes
H100 Reports Holdings of 3,506 Bitcoin Following Acquisition
H100 acquired NSD AS, adding 2,455.37 Bitcoin and increasing its holdings to 3,506.4 Bitcoin in an all-share deal.
NEW: 🇺🇸 U.S. spot Bitcoin ETFs records five straight trading days of net inflows, totaling $853.5M.
Source: https://x.com/BitcoinNewsCom/status/2086836971503067471
Source: https://x.com/BitcoinNewsCom/status/2086836971503067471
📈 Strive acquired 147 Bitcoin last week, bringing its total holdings to 20,167 BTC. Since July 1st, the company has purchased 303 BTC at an average price of $64,494 per coin.
📰 https://btctimes.com/strive-adds-147-bitcoin-as-holdings-reach-20-167
📣 https://x.com/BTCTimescom/status/2086876727645470983
📰 https://btctimes.com/strive-adds-147-bitcoin-as-holdings-reach-20-167
📣 https://x.com/BTCTimescom/status/2086876727645470983
Btctimes
Strive Adds 147 Bitcoin as Holdings Reach 20,167
Strive acquired 147 Bitcoin, increasing its holdings to 20,167 Bitcoin following a quarter of expanded purchases.
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JUST IN: 🟠 BlackRock tells Bloomberg they've "seen consistently" that Bitcoin ETF investors are buying and holding BTC "long term" on this dip 🚀
"That is being exhibited through this downturn."
Source: https://x.com/BitcoinMagazine/status/2086862332467020054
"That is being exhibited through this downturn."
Source: https://x.com/BitcoinMagazine/status/2086862332467020054
JUST IN: 🟠 Bitfarms has ENDED all Bitcoin mining operations.
• Paraguay mining operations sold in April.
• Washington site decommissioned for AI.
Source: https://x.com/BitcoinArchive/status/2086869914313187456
• Paraguay mining operations sold in April.
• Washington site decommissioned for AI.
Source: https://x.com/BitcoinArchive/status/2086869914313187456
JUST IN: 🇩🇪 $1.8 trillion Deutsche Bank just disclosed it bought 90,006 shares ($8.7 million) more of #Bitcoin treasury company Strategy $MSTR and now holds a total of 874,925 shares ($84.5 million).
This is an all-time high quarterly share count for Deutsche Bank's $MSTR holdings.
Source: https://x.com/BTCtreasuries/status/2086889437456179438
This is an all-time high quarterly share count for Deutsche Bank's $MSTR holdings.
Source: https://x.com/BTCtreasuries/status/2086889437456179438
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NEW: 🟠 Bitcoin is shifting from OGs to institutions and professionals, according to Eric Balchunas.
"The ownership of Bitcoin is changing. What happens now? We'll see."
Source: https://x.com/BitcoinArchive/status/2086883184109572360
"The ownership of Bitcoin is changing. What happens now? We'll see."
Source: https://x.com/BitcoinArchive/status/2086883184109572360
FYI: 🇺🇸 Senator Rand Paul says he successfully audited Fort Knox and all the gold "is there" 👀
"Yes, the gold is there all (approximately) 147 million ounces. It is impressive,"
Source: https://x.com/BitcoinMagazine/status/2086889918257561864
"Yes, the gold is there all (approximately) 147 million ounces. It is impressive,"
Source: https://x.com/BitcoinMagazine/status/2086889918257561864
From the Research Desk –
· Geopolitical tensions between the US and Iran in the Middle East remain elevated, keeping oil benchmarks bid. Brent crude rallied nearly 7% and is fast approaching US$90/barrel. President Trump recently said the Strait of Hormuz is open, but vessel flows do not reflect that, and the current situation shows both sides hardening their demands.
· Equities are treading water, with US cash equity indexes closing modestly lower on Monday, while regional indices were bid overnight in Asia (Tokyo was closed for a holiday). Investors are cautious ahead of key US inflation data tomorrow.
· The RBA held the cash rate on hold at 4.35% for a second consecutive meeting. The immediate downside move in the AUD came on the back of the bank’s latest forecasts, which showed a downward revision to the cash rate to 4.4%, with the YY trimmed-mean inflation forecast also revised lower to 3.3% by year-end and to 3% by June 2027. Essentially, this signals to traders that the central bank does not see the need to hike rates to bring inflation down. However, in her press conference, RBA Governor Bullock struck a hawkish tone, noting that inflation risks remain to the upside and that a rate hike was discussed at the meeting.
· The JPY has now lost half of its gains against the USD following the coordinated intervention to support the yen. Fundamental change is needed here. The BoJ's July minutes show the board leaning hawkish: several members argued that inflation risks are now skewed to the upside – driven by yen weakness, Middle East oil costs, and AI-fuelled demand – and that rate hikes may need to come faster than markets expect, with one member framing it as a shift from ‘lifting inflation to 2%’ to ‘preventing an overshoot’. Policy was held steady this meeting only to assess the impact of the prior hike, but the tone points squarely towards a September move.
· US Treasuries fell amid inflation fears. Fed President Beth Hammack recently noted that it will likely take more than one rate hike to bring inflation down, comparing the approach to gradually pumping the brakes rather than slamming them, though she declined to prejudge the exact number of moves needed. This follows her dissent at the last FOMC meeting, where she favoured hiking. This also comes ahead of tomorrow’s US CPI inflation report and follows weak jobs data. Expectations are for the YY headline and core measures to come in slightly lower at 3.4% and 2.5%, respectively.
#FPMarkets #Forex #stocks #bonds #oil #markets
· Geopolitical tensions between the US and Iran in the Middle East remain elevated, keeping oil benchmarks bid. Brent crude rallied nearly 7% and is fast approaching US$90/barrel. President Trump recently said the Strait of Hormuz is open, but vessel flows do not reflect that, and the current situation shows both sides hardening their demands.
· Equities are treading water, with US cash equity indexes closing modestly lower on Monday, while regional indices were bid overnight in Asia (Tokyo was closed for a holiday). Investors are cautious ahead of key US inflation data tomorrow.
· The RBA held the cash rate on hold at 4.35% for a second consecutive meeting. The immediate downside move in the AUD came on the back of the bank’s latest forecasts, which showed a downward revision to the cash rate to 4.4%, with the YY trimmed-mean inflation forecast also revised lower to 3.3% by year-end and to 3% by June 2027. Essentially, this signals to traders that the central bank does not see the need to hike rates to bring inflation down. However, in her press conference, RBA Governor Bullock struck a hawkish tone, noting that inflation risks remain to the upside and that a rate hike was discussed at the meeting.
· The JPY has now lost half of its gains against the USD following the coordinated intervention to support the yen. Fundamental change is needed here. The BoJ's July minutes show the board leaning hawkish: several members argued that inflation risks are now skewed to the upside – driven by yen weakness, Middle East oil costs, and AI-fuelled demand – and that rate hikes may need to come faster than markets expect, with one member framing it as a shift from ‘lifting inflation to 2%’ to ‘preventing an overshoot’. Policy was held steady this meeting only to assess the impact of the prior hike, but the tone points squarely towards a September move.
· US Treasuries fell amid inflation fears. Fed President Beth Hammack recently noted that it will likely take more than one rate hike to bring inflation down, comparing the approach to gradually pumping the brakes rather than slamming them, though she declined to prejudge the exact number of moves needed. This follows her dissent at the last FOMC meeting, where she favoured hiking. This also comes ahead of tomorrow’s US CPI inflation report and follows weak jobs data. Expectations are for the YY headline and core measures to come in slightly lower at 3.4% and 2.5%, respectively.
#FPMarkets #Forex #stocks #bonds #oil #markets
Following last week’s disappointing US jobs report, today is all about the US CPI inflation print – expected
to edge lower at both headline and core levels.
#FPMarkets
to edge lower at both headline and core levels.
#FPMarkets
The key macro driver in focus today will be the RBA rate decision. With markets widely pricing in no policy
adjustment, the focus will be on the central bank’s communication and its quarterly updates – particularly
on inflation and cash rate projections.
#FPMarkets #RBA #macro #AUD
adjustment, the focus will be on the central bank’s communication and its quarterly updates – particularly
on inflation and cash rate projections.
#FPMarkets #RBA #macro #AUD
Following last week’s disappointing US jobs report, today is all about the US CPI inflation print – expected
to edge lower at both headline and core levels.
#FPMarkets
to edge lower at both headline and core levels.
#FPMarkets
From the Research desk:
US CPI inflation preview -
Tomorrow will welcome the July US CPI inflation report at 12:30 pm GMT. Expectations heading into the event suggest headline and core YY inflation will ease to 3.4% and 2.5%, respectively.
Ultimately, a number of desks have flagged possible downside for yields and the USD if data surprises lower. Hitting 3.2% at the YY headline level (under the estimate low) and 2.3% for YY core (also below the forecast low) would be enough to catch market participants off guard.
A downside surprise would also follow weak US jobs data – which saw 23,000 jobs lost and average wage growth slow – prompting a dovish Fed rate repricing. That said, the recent flare-up between the US and Iran has pushed oil prices higher, reviving inflation expectations and pulling markets back toward pricing in a Fed rate hike by year-end, with about a 35% chance implied for September's meeting. A soft CPI print would need to unwind that hawkish repricing, aided by USD positioning that's already overstretched to the upside.
A hotter-than-expected inflation print, on the other hand, could be messier, because it collides with still-soft labour data, forcing the Fed to weigh two conflicting mandates at once. It would likely fully price in a rate increase by year-end, and pull September’s meeting firmly into 50/50 territory.
US CPI inflation preview -
Tomorrow will welcome the July US CPI inflation report at 12:30 pm GMT. Expectations heading into the event suggest headline and core YY inflation will ease to 3.4% and 2.5%, respectively.
Ultimately, a number of desks have flagged possible downside for yields and the USD if data surprises lower. Hitting 3.2% at the YY headline level (under the estimate low) and 2.3% for YY core (also below the forecast low) would be enough to catch market participants off guard.
A downside surprise would also follow weak US jobs data – which saw 23,000 jobs lost and average wage growth slow – prompting a dovish Fed rate repricing. That said, the recent flare-up between the US and Iran has pushed oil prices higher, reviving inflation expectations and pulling markets back toward pricing in a Fed rate hike by year-end, with about a 35% chance implied for September's meeting. A soft CPI print would need to unwind that hawkish repricing, aided by USD positioning that's already overstretched to the upside.
A hotter-than-expected inflation print, on the other hand, could be messier, because it collides with still-soft labour data, forcing the Fed to weigh two conflicting mandates at once. It would likely fully price in a rate increase by year-end, and pull September’s meeting firmly into 50/50 territory.