Michael Saylor just published "110 Reasons BIP 110 Is a Bad Idea." Not a typo. π
His core argument: "disapproval is not invalidity." A transaction can be wasteful or offensive and still follow the rules, and using consensus changes to police that sets a precedent he calls more dangerous than the spam problem itself.
Meanwhile, analyst Doctor Profit just closed every #Bitcoin short he had, including one built between $115K-$125K, and started buying spot at $64,000.
Read more π
https://www.ccn.com/news/crypto/bitcoin-price-125000-michael-saylor-bip-110-analyst-reverse-bearish/
His core argument: "disapproval is not invalidity." A transaction can be wasteful or offensive and still follow the rules, and using consensus changes to police that sets a precedent he calls more dangerous than the spam problem itself.
Meanwhile, analyst Doctor Profit just closed every #Bitcoin short he had, including one built between $115K-$125K, and started buying spot at $64,000.
Read more π
https://www.ccn.com/news/crypto/bitcoin-price-125000-michael-saylor-bip-110-analyst-reverse-bearish/
Circle's stock fell from ~$260 to ~$62. Its president just sold $31 million worth of shares along the way.
Heath Tarbert told FOX Business the company is "playing the long game" and USDC's network effects will be hard to replicate. SEC filings tell a parallel story though: 10 separate stock sales since June 2025, and zero open-market purchases.
He still holds ~503,000 shares. #Circle
https://www.ccn.com/news/crypto/circle-president-sold-31m-crcl-shares-stock-plunge/
Heath Tarbert told FOX Business the company is "playing the long game" and USDC's network effects will be hard to replicate. SEC filings tell a parallel story though: 10 separate stock sales since June 2025, and zero open-market purchases.
He still holds ~503,000 shares. #Circle
https://www.ccn.com/news/crypto/circle-president-sold-31m-crcl-shares-stock-plunge/
Bitcoin just lost the $63,700 level that was holding its recovery together.
That breakdown opens the door to progressively lower targets: $56,500 first, then $45,000, and in the most bearish scenario, $42,000. Three separate indicators (Mayer Multiple Bands, Realized Price Bands, and the 0.5 Fib retracement) all converge on that same $40K-$50K zone as a possible cycle bottom.
Reclaiming $63,700 and clearing $66,100 would flip the picture back to bullish. For now, $42K is a credible worst case, not a confirmed one.
Full breakdown β¬οΈ
https://www.ccn.com/analysis/crypto/bitcoin-crash-42k-key-btc-levels/
That breakdown opens the door to progressively lower targets: $56,500 first, then $45,000, and in the most bearish scenario, $42,000. Three separate indicators (Mayer Multiple Bands, Realized Price Bands, and the 0.5 Fib retracement) all converge on that same $40K-$50K zone as a possible cycle bottom.
Reclaiming $63,700 and clearing $66,100 would flip the picture back to bullish. For now, $42K is a credible worst case, not a confirmed one.
Full breakdown β¬οΈ
https://www.ccn.com/analysis/crypto/bitcoin-crash-42k-key-btc-levels/
Dogecoin whales just bought 200M $DOGE (~$14M) through Robinhood while price sat flat near $0.07.
Ali Charts flagged something rarer though: the weekly TD Sequential has fired multiple consecutive buy signals, a setup that shows up when selling pressure is running out of steam. Futures open interest is up too, +3.7% to $1.08B.
The real test is $0.080. #DOGE stays below its major moving averages until it clears that.
https://www.ccn.com/analysis/crypto/dogecoin-rare-buy-signal-14m-whale-purchase/
Ali Charts flagged something rarer though: the weekly TD Sequential has fired multiple consecutive buy signals, a setup that shows up when selling pressure is running out of steam. Futures open interest is up too, +3.7% to $1.08B.
The real test is $0.080. #DOGE stays below its major moving averages until it clears that.
https://www.ccn.com/analysis/crypto/dogecoin-rare-buy-signal-14m-whale-purchase/
Peter Brandt just named an exact date for Bitcoin's bottom: October 4th, based on past cycles peaking 16-18 months after halving then bottoming about a year later. His downside target: the high-$40,000s.
CCN asked 3 AI models to weigh in too. ChatGPT: $49,500 base case. Gemini: the July low near $57,700 may already be the bottom. Claude: $38,500 in a severe scenario, but $49K-$58K more likely without a major catalyst. NYDIG's own model lands closest to Claude's bear case at $38,000-$39,000.
Brandt himself still sees $250K-$300K by 2029, this is a short-term call, not a long-term one.
Full breakdown β¬οΈ
https://www.ccn.com/news/crypto/bitcoin-bear-market-peter-brandt-3-ai-models-lower-think/
CCN asked 3 AI models to weigh in too. ChatGPT: $49,500 base case. Gemini: the July low near $57,700 may already be the bottom. Claude: $38,500 in a severe scenario, but $49K-$58K more likely without a major catalyst. NYDIG's own model lands closest to Claude's bear case at $38,000-$39,000.
Brandt himself still sees $250K-$300K by 2029, this is a short-term call, not a long-term one.
Full breakdown β¬οΈ
https://www.ccn.com/news/crypto/bitcoin-bear-market-peter-brandt-3-ai-models-lower-think/
Tom Lee says prediction markets are underestimating the CLARITY Act's odds, "PS: this is bullish," per his colleague Sean Farrell's conversations with policymakers.
He's also flagging Ethereum as an "AI downstream" asset, ETH is up 24% against a memory-chip ETF down 38% over the same period. His price math: if Bitcoin hits $250K, ETH could reach $12,000-$22,000 based on historical ratios, an 11.4x move from today's $1,930.
Read more π
https://www.ccn.com/news/crypto/ethereum-price-22000-tom-lee-clarity-act-bullish-ai-signal/
He's also flagging Ethereum as an "AI downstream" asset, ETH is up 24% against a memory-chip ETF down 38% over the same period. His price math: if Bitcoin hits $250K, ETH could reach $12,000-$22,000 based on historical ratios, an 11.4x move from today's $1,930.
Read more π
https://www.ccn.com/news/crypto/ethereum-price-22000-tom-lee-clarity-act-bullish-ai-signal/
"Bitcoin is not in there because it's really not one of those revenue-generating protocols that we think belongs in this index."
That's S&P Dow Jones CEO Cathy Clay explaining why #Bitcoin (and XRP) got excluded from the new S&P Pantera Digital Asset Index, which instead leads with Ethereum, BNB, Solana, Tron, and Hyperliquid. The decision has crypto Twitter split over whether "revenue" is even the right lens for judging a network like Bitcoin.
Separately, Motley Fool's Reuben Gregg Brewer notes a 60% drop from BTC's record high would land near $49,900, an 80% drop near $24,950. Getting to $20,000 would mean a 84% decline, just past Bitcoin's worst historical drawdown.
https://www.ccn.com/news/crypto/bitcoin-price-20000-bitcoin-sps-new-crypto-index-crash-fears-return/
That's S&P Dow Jones CEO Cathy Clay explaining why #Bitcoin (and XRP) got excluded from the new S&P Pantera Digital Asset Index, which instead leads with Ethereum, BNB, Solana, Tron, and Hyperliquid. The decision has crypto Twitter split over whether "revenue" is even the right lens for judging a network like Bitcoin.
Separately, Motley Fool's Reuben Gregg Brewer notes a 60% drop from BTC's record high would land near $49,900, an 80% drop near $24,950. Getting to $20,000 would mean a 84% decline, just past Bitcoin's worst historical drawdown.
https://www.ccn.com/news/crypto/bitcoin-price-20000-bitcoin-sps-new-crypto-index-crash-fears-return/
9% up in July. Nasdaq down 6% over the same stretch.
That gap is part of why Bitwise CIO Matt Hougan says #Bitcoin is "finally showing signs of a bottom," and the next bull run could be crypto's biggest yet, powered by stablecoins, tokenized assets, and institutional DeFi.
Bitcoin Archive points to a specific signal: BTC supply-in-loss just dropped below 43%, a trigger with a 100% hit rate the last 6 times, pointing to $92,000 by September 9.
Grayscale isn't so sure, its own model says a bottom might not arrive until September or October.
Read more π
https://www.ccn.com/news/crypto/bitcoin-bitwise-ceo-biggest-bull-market-yet/
That gap is part of why Bitwise CIO Matt Hougan says #Bitcoin is "finally showing signs of a bottom," and the next bull run could be crypto's biggest yet, powered by stablecoins, tokenized assets, and institutional DeFi.
Bitcoin Archive points to a specific signal: BTC supply-in-loss just dropped below 43%, a trigger with a 100% hit rate the last 6 times, pointing to $92,000 by September 9.
Grayscale isn't so sure, its own model says a bottom might not arrive until September or October.
Read more π
https://www.ccn.com/news/crypto/bitcoin-bitwise-ceo-biggest-bull-market-yet/
Coinbase CEO Brian Armstrong returned to Capitol Hill, calling the CLARITY Act "at the one-yard line." Senate Republicans released new ethics language Trump agreed to, though no Democrats have signed on yet.
Former CFTC Chair Christopher Giancarlo says there's a "greater than 50%" chance the bill fails, and calls that outcome "okay."
For XRP, the price debate is stark: one analyst's long-term target is $27, another predicts sub-$1 within 5 years. XRP trades at $1.13 today.
Full breakdown π
https://www.ccn.com/news/crypto/xrp-clarity-act-make-or-break-talks-coinbase-ceo/
Former CFTC Chair Christopher Giancarlo says there's a "greater than 50%" chance the bill fails, and calls that outcome "okay."
For XRP, the price debate is stark: one analyst's long-term target is $27, another predicts sub-$1 within 5 years. XRP trades at $1.13 today.
Full breakdown π
https://www.ccn.com/news/crypto/xrp-clarity-act-make-or-break-talks-coinbase-ceo/
$2 trillion. That's the annual transaction volume Ripple just got a potential route into. π
Ripple invested in Notabene and launched Ripple Mint, aiming to push RLUSD deeper into institutional finance. But CoinMarketCap has a warning buried in the good news: "the story got better, but the price didn't."
XRP ETFs pulled in $1.47B through late June, yet price kept falling, a sign institutions can use Ripple's infrastructure without ever touching XRP itself. Getting to $6 would need a 466% move from today's $1.06.
https://www.ccn.com/news/crypto/xrp-price-ripple-opens-rlusd-to-2t-network-coinmarketcap-warning/
Ripple invested in Notabene and launched Ripple Mint, aiming to push RLUSD deeper into institutional finance. But CoinMarketCap has a warning buried in the good news: "the story got better, but the price didn't."
XRP ETFs pulled in $1.47B through late June, yet price kept falling, a sign institutions can use Ripple's infrastructure without ever touching XRP itself. Getting to $6 would need a 466% move from today's $1.06.
https://www.ccn.com/news/crypto/xrp-price-ripple-opens-rlusd-to-2t-network-coinmarketcap-warning/
BOLTS Technologies co-founder Yoon Auh says blockchains are betting too much on any single quantum-resistant algorithm, "there's no provably secure modern cipher," not even AES, RSA, or elliptic curve.
His fix, QFlex, lets asset owners hot-swap between algorithms transaction by transaction instead of needing a network-wide upgrade. Trump's June executive order already moved federal quantum deadlines up from 2035 to as early as 2028.
Full breakdown π
https://www.ccn.com/news/crypto/bolts-co-founder-warns-blockchains-betting-unproven-quantum/
His fix, QFlex, lets asset owners hot-swap between algorithms transaction by transaction instead of needing a network-wide upgrade. Trump's June executive order already moved federal quantum deadlines up from 2035 to as early as 2028.
Full breakdown π
https://www.ccn.com/news/crypto/bolts-co-founder-warns-blockchains-betting-unproven-quantum/
280 settlements in 2024/25. 222 in 2025/26. But the total value went up, not down. π
Per Coin Bureau, HMRC's average settlement jumped 70% in a year, from ~Β£12,654 to ~Β£21,553, suggesting it's now targeting bigger undisclosed positions, not just casting a wider net.
CARF reporting went live in January across 40+ countries. The real deadline: HMRC gets full 2026 transaction data from every platform by May 2027.
Read more π
https://www.ccn.com/news/crypto/hmrc-recovers-8m-crypto-investors-crypto-tax-settlements/
Per Coin Bureau, HMRC's average settlement jumped 70% in a year, from ~Β£12,654 to ~Β£21,553, suggesting it's now targeting bigger undisclosed positions, not just casting a wider net.
CARF reporting went live in January across 40+ countries. The real deadline: HMRC gets full 2026 transaction data from every platform by May 2027.
Read more π
https://www.ccn.com/news/crypto/hmrc-recovers-8m-crypto-investors-crypto-tax-settlements/
Seven Senate Democrats just said no to the latest #CLARITY Act draft, even after Republicans added new ethics language.
Their five demands: stronger ethics rules, more consumer protection, tougher anti-money-laundering safeguards, real conflict-of-interest limits, and better market-integrity provisions. The bill needs 60 votes to advance, so these seven senators hold real leverage.
They didn't walk away though, negotiations are still active.
Read more π
https://www.ccn.com/news/crypto/senate-democrats-reject-clarity-act-draft-stronger-crypto-rules/
Their five demands: stronger ethics rules, more consumer protection, tougher anti-money-laundering safeguards, real conflict-of-interest limits, and better market-integrity provisions. The bill needs 60 votes to advance, so these seven senators hold real leverage.
They didn't walk away though, negotiations are still active.
Read more π
https://www.ccn.com/news/crypto/senate-democrats-reject-clarity-act-draft-stronger-crypto-rules/
"Power has become more valuable than computing chips."
That's MARA CEO Fred Thiel explaining why #Bitcoin miners are pivoting toward AI data centers. Long-term hosting contracts offer predictable revenue that mining, tied to volatile BTC prices and network difficulty, simply can't match.
MARA already sold 20,000 BTC. Less mining competition could mean bigger rewards for remaining miners, but also raises questions about network concentration.
BTC holds near $65K ahead of the Fed's rate decision.
https://www.ccn.com/news/crypto/bitcoin-price-mara-ceo-ai-data-centers-mining/
That's MARA CEO Fred Thiel explaining why #Bitcoin miners are pivoting toward AI data centers. Long-term hosting contracts offer predictable revenue that mining, tied to volatile BTC prices and network difficulty, simply can't match.
MARA already sold 20,000 BTC. Less mining competition could mean bigger rewards for remaining miners, but also raises questions about network concentration.
BTC holds near $65K ahead of the Fed's rate decision.
https://www.ccn.com/news/crypto/bitcoin-price-mara-ceo-ai-data-centers-mining/
Coinbase just co-founded the Bitcoin Security Consortium with BlackRock, Fidelity, Block, Blockstream, and Strategy. π
The goal: get #Bitcoin ready for quantum computers before they're powerful enough to break its cryptography. Coinbase's own engineer puts the odds of that happening by 2030 at 10-25%, treating it as real risk management, not sci-fi.
Three workstreams: a post-quantum key management system (covering ~99.9% of customer assets), funding for BIP-360, and a Stanford working session in August with core Bitcoin developers.
Meanwhile, trader Crypto Rover just floated $500K BTC and $20K ETH by 2032, "stupid or genius?"
Read more π
https://www.ccn.com/news/crypto/bitcoin-price-500000-coinbase-bitcoin-quantum-security-consortium/
The goal: get #Bitcoin ready for quantum computers before they're powerful enough to break its cryptography. Coinbase's own engineer puts the odds of that happening by 2030 at 10-25%, treating it as real risk management, not sci-fi.
Three workstreams: a post-quantum key management system (covering ~99.9% of customer assets), funding for BIP-360, and a Stanford working session in August with core Bitcoin developers.
Meanwhile, trader Crypto Rover just floated $500K BTC and $20K ETH by 2032, "stupid or genius?"
Read more π
https://www.ccn.com/news/crypto/bitcoin-price-500000-coinbase-bitcoin-quantum-security-consortium/
π¨π¦ Canada clears C$424B every business day, yet still lacks a national real-time payment rail.
Tetra Digital Group CEO Didier LavallΓ©e says the country should leapfrog legacy upgrades and move directly to stablecoin infrastructure.
In this exclusive CCN interview with Dr. Guneet Kaur, Didier LavallΓ©e also discussed how QuadrigaCX reshaped Canada's crypto regulations π, why Tetra launched CADD across Ethereum, Base & Tempo, and whether AI agent payments are ready for real-world adoption.
π
https://www.ccn.com/news/crypto/canada-leapfrog-real-time-payments-stablecoins-tetra-ceo/
Tetra Digital Group CEO Didier LavallΓ©e says the country should leapfrog legacy upgrades and move directly to stablecoin infrastructure.
In this exclusive CCN interview with Dr. Guneet Kaur, Didier LavallΓ©e also discussed how QuadrigaCX reshaped Canada's crypto regulations π, why Tetra launched CADD across Ethereum, Base & Tempo, and whether AI agent payments are ready for real-world adoption.
π
https://www.ccn.com/news/crypto/canada-leapfrog-real-time-payments-stablecoins-tetra-ceo/
Circle just became America's largest blockchain patent holder overnight, acquiring nearly 1,000 IBM patents across banking, payments, and enterprise infrastructure. π
The twist: IBM is also a backer of Open USD, the 140-partner stablecoin consortium built to challenge USDC's market share. Circle just bought IP from a company still helping its biggest rival.
CRCL rose as much as 5.3% on the news.
https://www.ccn.com/news/crypto/circle-ibm-blockchain-patents-usdc-open-usd/
The twist: IBM is also a backer of Open USD, the 140-partner stablecoin consortium built to challenge USDC's market share. Circle just bought IP from a company still helping its biggest rival.
CRCL rose as much as 5.3% on the news.
https://www.ccn.com/news/crypto/circle-ibm-blockchain-patents-usdc-open-usd/
Spot #Ethereum ETFs just logged a third straight week of inflows, pulling in ~$104M even as ETH sits 60% below its 2025 high. π
BlackRock's ETHA drove nearly all of it ($96.3M), while Fidelity's FETH saw outflows. ETH funds actually outpaced Bitcoin ETFs 3-to-1 this week ($104M vs $34M), suggesting some rotation from BTC into ETH.
Price hasn't caught up yet though, ETH only gained ~2% over the same stretch.
Read more β¬οΈ
https://www.ccn.com/analysis/crypto/ethereum-price-breakout-spot-eth-etfs-104-million-inflows/
BlackRock's ETHA drove nearly all of it ($96.3M), while Fidelity's FETH saw outflows. ETH funds actually outpaced Bitcoin ETFs 3-to-1 this week ($104M vs $34M), suggesting some rotation from BTC into ETH.
Price hasn't caught up yet though, ETH only gained ~2% over the same stretch.
Read more β¬οΈ
https://www.ccn.com/analysis/crypto/ethereum-price-breakout-spot-eth-etfs-104-million-inflows/
Stablecoin supply just fell $7.7B in June, the biggest monthly drop since Terra collapsed in 2022. Transaction volume hit a record $1.79T at the same time. π€
The twist: this isn't a crisis, it's a shift. The GENIUS Act bans yield on payment stablecoins, so capital is migrating into tokenized Treasuries (~$16B now, up from $11B in March) instead of sitting idle.
USDC's doing more with less, $1.21T in June volume vs USDT's $576B, despite a much smaller supply.
https://www.ccn.com/analysis/crypto/stablecoin-market-biggest-drop-since-terra-record-volume/
The twist: this isn't a crisis, it's a shift. The GENIUS Act bans yield on payment stablecoins, so capital is migrating into tokenized Treasuries (~$16B now, up from $11B in March) instead of sitting idle.
USDC's doing more with less, $1.21T in June volume vs USDT's $576B, despite a much smaller supply.
https://www.ccn.com/analysis/crypto/stablecoin-market-biggest-drop-since-terra-record-volume/
Bitcoin sits at $64,248, just 0.3% below a historical stress threshold, ahead of Kevin Warsh's second Fed decision as chair. Markets are unusually split: ~70% price a hold, but hike odds have jumped to ~30% from just 10.7% a week ago, with Citadel Securities expecting a surprise hike.
Options traders have bought $2.5B in call spreads betting on a move to $72,000. Historically, Bitcoin has recovered from this exact stress zone 100% of the time within a year.
Full breakdown π
https://www.ccn.com/news/crypto/bitcoin-price-64k-warsh-fomc-decision/
Options traders have bought $2.5B in call spreads betting on a move to $72,000. Historically, Bitcoin has recovered from this exact stress zone 100% of the time within a year.
Full breakdown π
https://www.ccn.com/news/crypto/bitcoin-price-64k-warsh-fomc-decision/
"The wallet connection scares people far more than the number of steps does."
Aurora Labs CEO Declan Hannon told CCN why Solflare's new Bridge skips the usual dApp-connect flow entirely. Instead of routing through an external bridge, users get a permanent deposit address, send Bitcoin or Ethereum like they would to an exchange, and Aurora Intents handles the rest in the background.
EVM transfers settle in under a minute, Bitcoin in about 14. Head of Product Armand Didier told CCN each transfer carries a locked minimum output before it fills, "a bad route means the fill does not happen, not that the user eats the difference."
π Read more
https://www.ccn.com/news/crypto/solflare-bridge-bitcoin-ethereum-transfers-solana/
Aurora Labs CEO Declan Hannon told CCN why Solflare's new Bridge skips the usual dApp-connect flow entirely. Instead of routing through an external bridge, users get a permanent deposit address, send Bitcoin or Ethereum like they would to an exchange, and Aurora Intents handles the rest in the background.
EVM transfers settle in under a minute, Bitcoin in about 14. Head of Product Armand Didier told CCN each transfer carries a locked minimum output before it fills, "a bad route means the fill does not happen, not that the user eats the difference."
π Read more
https://www.ccn.com/news/crypto/solflare-bridge-bitcoin-ethereum-transfers-solana/