⚠️ Michael Saylor’s Strategy is facing renewed criticism

Grayscale believes that instead of increasing dividends on STRC, Strategy should sell over $3 billion worth of BTC and use the proceeds to cover nearly all of its debt obligations for the next two years. 🤔

Ripple CEO Brad Garlinghouse also criticized Saylor’s approach, arguing that the long-term value of the crypto market should be built on the real utility of digital assets—not on continuously leveraging the future to accumulate more Bitcoin.

Meanwhile, Michael Saylor remains confident, insisting that market volatility is temporary. However, critics point to STRC trading below its par value as a warning sign that raises concerns about the sustainability of Strategy’s financial modе.

😳 ChatGPT beats Claude?

OpenAI has reportedly unveiled ChatGPT-5.6 Sol, a new AI model said to outperform Claude Mythos—a model that was reportedly restricted from distribution to non-U.S. citizens—across several key benchmarks.

Alongside Sol, OpenAI is also expected to introduce two lighter versions: Terra and Luna. Crypto enthusiasts have already noticed the names. 👀

According to the reports, the public release of GPT-5.6 could happen within the next few weeks—assuming it doesn't meet the same fate as Mythos.

📈 Meanwhile, RAM manufacturers after the announcement:
🥵🚀

🤔 Is Strategy preparing to become a Bitcoin seller?

Michael Saylor's company has introduced a new Digital Credit Capital Framework, which for the first time explicitly mentions the possibility of selling part of its BTC holdings to fund operations and maintain liquidity.

Key details:

🟠 Strategy now holds $2.55 billion in cash reserves.
🟠 The company estimates it could raise another $1.25 billion by selling BTC if necessary.
🟠 Combined, that's enough to cover nearly 26 months of dividend payments without needing additional financing.

Another interesting signal: last week, Strategy didn't buy a single Bitcoin. Instead, it raised $1.15 billion through MSTR share sales.

The market actually liked the update — both MSTR and STRC jumped around 6% after the announcement.

For years, "never sell your Bitcoin" was part of the Strategy story. Now, the company is at least acknowledging that selling BTC could become an option if conditions require it. 👀

☠️ Bitcoin is about to print a weekly Death Cross (50WMA crossing below the 100WMA) — and historically, that's not necessarily bad news

In previous cycles, this signal has often appeared near the end of bear markets, shortly before a major bottom formed. 🧐

The catch? BTC usually falls another ~20% on average in the weeks following the signal.

If history repeats, that could send Bitcoin below $50K before a true long-term bottom is established.

For bears, it's a warning that more downside may still be ahead.

For long-term investors, however, the Death Cross has historically been more of a late bear market indicator than the start of a new collapse.

The market now faces a critical question:

📉 One final capitulation below $50K?
📈 Or will Bitcoin break the pattern this time?

Either way, the next few weeks could be decisive for the remainder of this cycle. 👀

📉💰 June became the worst month in history for spot Bitcoin ETF outflows, with investors pulling a massive $4.06 billion from the funds

The previous record of $3.56 billion was set just a few months earlier, in February 2025.

Such heavy outflows suggest that institutional investors have been aggressively reducing risk exposure, adding another source of selling pressure to an already weak market.

The good news? Extreme ETF outflows have historically been a contrarian signal, often appearing when market sentiment is near its worst.

The bad news? Institutions are clearly not in a hurry to buy the dip yet.

For now, June's record outflows highlight one thing: traditional finance has gone into defensive mode, and Bitcoin will likely need fresh demand to regain momentum. 👀🚀

🤖 China's AI race is heating up again

Chinese startup Zhipu has released its new open-source model, GLM-5.2, which scored just one point behind Claude Opus 4.8 in AI agent benchmarks — while reportedly costing around five times less to run.

The next version, GLM-5.5, is already expected in August.

Why does this matter? Because markets have seen this movie before. 📺

When the low-cost DeepSeek model was released, Nvidia plunged 17% and lost over $600 billion in market value as investors questioned whether massive AI spending was really necessary.

If Zhipu's new models continue narrowing the performance gap with U.S. leaders at a fraction of the cost, the market could once again start asking an uncomfortable question:

💸 Are the billions being poured into AI infrastructure actually justified?

For AI companies and chip makers, cheap and powerful models may become both the industry's biggest opportunity… and its biggest threat. 👀

🤔 According to historical cycle data, Bitcoin may have already gone through around 73% of its current bear market

It's been 253 days since the October 6, 2025 peak. Historically, Bitcoin bear markets last about 365 days from the top to the final bottom, followed by a bull cycle averaging 1,064 days. 📊

If this cycle follows previous patterns, the market could be roughly 112 days away from a major trend reversal — or about four months from a potential final bottom.

Of course, history never repeats perfectly, but it often rhymes.

For investors, this means the most painful phase of the bear market may already be behind us, and the next few months could represent the final stretch of red candles before a new growth cycle begins.

The countdown to the next Bitcoin bull market may have already started. 👀📈

Thousands of Bitcoin are still locked inside one of crypto's most legendary collectibles

🛠 Between 2011 and 2013, around 28,000 Casascius Coins were minted, containing a total of 91,469 BTC. Each physical coin hides a private key beneath a hologram sticker. Once the seal is removed, the Bitcoin can be spent on-chain.

More than a decade later, many owners still haven't touched their coins. 🧐

🔎 According to Galaxy Research, approximately 35,300 BTC remain "sealed" inside Casascius Coins today.

At current prices, that's billions of dollars sitting in drawers, safes, and forgotten collections around the world.

Some holders may be preserving them as historical artifacts, while others may have simply lost access or forgotten about them.

Either way, a meaningful chunk of Bitcoin's supply remains physically locked away — a reminder of how early crypto looked when BTC was worth just a few dollars. 🔐🧡

🇪🇺 MiCA is now officially in force across the European Union

Crypto exchanges were given a transition period to obtain a MiCA license. As of today, only platforms that secured regulatory approval can legally continue offering crypto services across the EU.

Major exchanges such as OKX, Bybit, Kraken, and KuCoin successfully completed the process.

The biggest name missing from the list is Binance. 🤷

The world's largest crypto exchange failed to obtain a MiCA license before the deadline, meaning it can no longer legally operate in the EU under the new rules.

Binance has stated that it is still exploring alternative licensing options, but until approval is granted, it remains outside one of the world's largest regulated crypto markets. 🇪🇺👀

😬 Crypto influencer Carl Runefelt, better known as The Moon, has revealed the current state of his portfolio — and the numbers are brutal

Runefelt rose to prominence during the previous bull market as one of YouTube's biggest Bitcoin influencers, sharing technical analysis, market predictions, and promoting crypto projects. During the bear market, he shifted much of his focus to music and professional motorsports. 🏎

Now he's shared what he calls his "failed portfolio."

📉 One screenshot alone shows more than $1 million in unrealized losses.

His reaction says it all:

"My wallet has seen better days…"

Even some of crypto's most recognizable names haven't been spared by the current market.

🤔 Another dose of hopium for Bitcoin bulls

Historically, Bitcoin has never closed both June and July in the red. If June finishes negative, July has always delivered at least some relief.

Does that guarantee a rally this month?

Maybe.

The same pattern appeared in 2022, when BTC bounced in July—only to resume its decline and eventually print a lower low before the bear market finally ended.. 👀📈

According to CryptoQuant, the Coinbase Premium Gap has stayed in negative territory for its longest stretch in the past two years! 🙀

🔎 This metric compares the price of BTC on Coinbase with prices on major international exchanges like Binance. When the premium turns negative, Bitcoin trades cheaper on Coinbase, typically signaling stronger selling pressure and weaker buying demand from U.S. investors.

For bulls, a return of the Coinbase Premium Gap to positive territory would be an encouraging sign that U.S. buyers are stepping back into the market. 🇺🇸👀

🐂 CryptoQuant CEO: Bitcoin's parabolic growth story may not be over yet

According to Ki Young Ju, the next major bull run will require trillions of dollars in fresh capital, with institutional investors expected to play the leading role.

The math highlights how much Bitcoin has matured:

📈 In 2011, just $2.8B in new capital helped drive BTC up over 55,000%.
👀 In the current cycle, roughly $697B has translated into a gain of about 689%.

As Bitcoin's market grows, each percentage move requires significantly more capital.

The analyst believes Bitcoin is still transitioning from a niche investment into a global macro asset. If its Realized Cap expands by another $1 trillion or more, he argues that another parabolic bull cycle remains entirely possible.

The days of easy gains may be over—but the biggest cycle could still be ahead. 🚀

🐳 Bitcoin whales are buying the dip

🔎 On-chain data shows a record spike in whale accumulation during the latest BTC sell-off—the strongest surge in buying activity seen in years.

While retail sentiment remains shaky, large holders appear to be taking advantage of lower prices and aggressively increasing their Bitcoin positions.

Historically, periods of heavy whale accumulation have often coincided with late-stage bear markets, although they don't guarantee an immediate reversal.

For now, the smart money seems to be treating the recent correction as a buying opportunity rather than a reason to panic. 👀

Getting hacked is bullish now? 👀

Last week, Taiko lost $1.7M after an attacker exploited a private key that had been publicly exposed on GitHub for nearly two years.

Normally, an exploit like this would send a struggling project's token into a death spiral.

Instead, $TAIKO did the opposite—surging nearly 8x within 24 hours before settling at roughly 2x above its pre-hack price. 🤔

Crypto continues to defy logic: last year low-cap tokens pumped after exchange delistings... this year they rally after getting hacked.

At this point, the market seems determined to surprise everyone. 🫨

🏢 Corporate Bitcoin strategies continue to diverge

🇯🇵 Metaplanet has added another 2,823 BTC, bringing its total treasury to 43,000 BTC and reinforcing its aggressive accumulation strategy.

🇰🇷 Meanwhile, South Korea's K Wave Media sold all 88 BTC on its balance sheet to repay $6M in debt. The company now holds zero Bitcoin.

🇧🇷 On the other hand, Brazil's OranjeBTC recently purchased 74 BTC for $4.9M, increasing its holdings to 3,896 BTC—the largest corporate Bitcoin treasury in Latin America.

Some companies are doubling down on Bitcoin, others are cashing out to survive. Same market, completely different strategies. 📊

🎥 Google just made short-form content creation much easier

📝 NotebookLM has introduced Short Video Overviews—a new AI feature that turns your PDFs, notes, or web links into vertical videos of up to 60 seconds.

The AI automatically:

• Picks out the key points
• Writes a script
• Generates voice narration
• Adds visuals to explain the topic

How to use it:

1️⃣ Upload your sources to NotebookLM.
2️⃣ Open Studio and select Video Overview → Short.
3️⃣ Choose the language, visual style, and describe your target audience.
4️⃣ Click Generate to create a ready-to-share Reel, Short, or TikTok.

The feature is currently available in English for Google AI Pro and Ultra subscribers, with a wider rollout expected soon. 🚀

📉 Public crypto token sales have cooled to their lowest level in four years

In Q2 2026, the market saw just 47 ICOs, IDOs, and IEOs, raising a combined $40 million. 🤷

Compared to the peak of the last cycle, that's a dramatic slowdown:

🔻 95% less capital raised
🔻 91% fewer public token sales

The numbers highlight how cautious investors have become. Capital is now flowing more selectively into established projects, private funding rounds, and infrastructure rather than speculative public launches.

For founders, raising money has become significantly harder. For investors, it means fewer opportunities—but potentially higher-quality projects surviving the market shakeout. 🚀

😱 Bitcoin has bounced back to $61,000 despite the market remaining in Extreme Fear

What makes this recovery particularly interesting is that it appears to be driven by experienced market participants rather than retail investors. Historically, rallies fueled by smart money while retail stays on the sidelines have often marked the early stages of a market reversal.

While it's too early to call a definitive bottom, the current price action is strengthening the case that $60,000 could become a key support level if buying pressure continues. 🤔

🚫🤖 Legendary investor Michael Burry, best known for predicting and profiting from the 2008 financial crisis, is now betting against the AI boom

Burry has reportedly taken short positions in Micron, Nvidia, and Applied Materials, arguing that their soaring valuations are being driven more by AI hype than by underlying fundamentals.

His move doesn't necessarily mean the AI trade is over, but it does signal that one of Wall Street's most famous contrarians believes optimism around AI chips may have gone too far. 👀