🤖💵 Cloudflare wants to turn the internet into a marketplace for AI agents
The company has introduced Monetization Gateway, a service that lets AI agents automatically pay for APIs, websites, datasets, and other digital resources using stablecoins.
Payments run through the open x402 protocol, while Cloudflare handles payment verification directly on its infrastructure—meaning service providers don't need to build their own payment systems.
The bigger vision? As AI agents become more common, Cloudflare believes the internet could shift away from subscriptions and toward a pay-per-request model, where every API call or piece of content is paid for instantly.
The company has introduced Monetization Gateway, a service that lets AI agents automatically pay for APIs, websites, datasets, and other digital resources using stablecoins.
Payments run through the open x402 protocol, while Cloudflare handles payment verification directly on its infrastructure—meaning service providers don't need to build their own payment systems.
The bigger vision? As AI agents become more common, Cloudflare believes the internet could shift away from subscriptions and toward a pay-per-request model, where every API call or piece of content is paid for instantly.
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🧠🐳 Bitcoin whales are accumulating at a pace never seen during previous major corrections
• March 2020: +150,000 BTC → followed by an 18x rally.
• November 2022: +180,000 BTC → followed by a 7x rally.
• July 2026: +270,000 BTC accumulated so far.
History doesn't repeat exactly, but it often rhymes. Whale accumulation has historically preceded major bull runs—though past performance is never a guarantee of future returns. 📈
• March 2020: +150,000 BTC → followed by an 18x rally.
• November 2022: +180,000 BTC → followed by a 7x rally.
• July 2026: +270,000 BTC accumulated so far.
History doesn't repeat exactly, but it often rhymes. Whale accumulation has historically preceded major bull runs—though past performance is never a guarantee of future returns. 📈
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🐻 Bitcoin's current bear market has now lasted 233 days, measured by the time price has remained below its 200-day moving average, making it the fourth-longest bear market since 2014
The good news? It's also the mildest so far. BTC has fallen 51.2% from its all-time high, compared to 77–84% drawdowns in previous major bear cycles. 💪
Historically, a confirmed trend reversal comes when Bitcoin reclaims its 200D MA, currently sitting around $76.5K—roughly 22% above current prices. That level has never been easy to break from below. 🧐
If June's low holds, historical data suggests a full exit from the bear market is unlikely before August 2026. Until then, patience remains the name of the game as the accumulation phase continues.
The good news? It's also the mildest so far. BTC has fallen 51.2% from its all-time high, compared to 77–84% drawdowns in previous major bear cycles. 💪
Historically, a confirmed trend reversal comes when Bitcoin reclaims its 200D MA, currently sitting around $76.5K—roughly 22% above current prices. That level has never been easy to break from below. 🧐
If June's low holds, historical data suggests a full exit from the bear market is unlikely before August 2026. Until then, patience remains the name of the game as the accumulation phase continues.
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🐃 According to CryptoQuant, Bitcoin may be approaching the final stage of capitulation
The Realized P/L Ratio has dropped to -0.35 for the first time in 43 months, indicating that realized losses are significantly outweighing realized profits across the Bitcoin supply.
Historically, readings this low have closely aligned with major market bottoms, suggesting that selling pressure may be nearing exhaustion.
While no indicator guarantees a reversal, on-chain data is once again signaling that Bitcoin could be entering a zone where long-term investors start paying close attention. 🧐
The Realized P/L Ratio has dropped to -0.35 for the first time in 43 months, indicating that realized losses are significantly outweighing realized profits across the Bitcoin supply.
Historically, readings this low have closely aligned with major market bottoms, suggesting that selling pressure may be nearing exhaustion.
While no indicator guarantees a reversal, on-chain data is once again signaling that Bitcoin could be entering a zone where long-term investors start paying close attention. 🧐
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🤖➡️💰 Is capital rotating from AI to crypto?
After a massive rally in AI-related stocks, investors are beginning to take profits. Memory and semiconductor shares have lost momentum, while Bitcoin has rebounded from below $58K to around $62K.
AI winners have delivered huge gains this year—SanDisk (+530%) and Micron (+230%)—but recent pullbacks suggest enthusiasm may be cooling. Meanwhile, Bitcoin is showing signs of renewed demand after hitting a two-year low. 👀
It's still too early to call this a lasting trend, but the market may be entering a new phase: less excitement around AI infrastructure and growing interest in digital assets. If the rotation continues, crypto could be one of the biggest beneficiaries.
After a massive rally in AI-related stocks, investors are beginning to take profits. Memory and semiconductor shares have lost momentum, while Bitcoin has rebounded from below $58K to around $62K.
AI winners have delivered huge gains this year—SanDisk (+530%) and Micron (+230%)—but recent pullbacks suggest enthusiasm may be cooling. Meanwhile, Bitcoin is showing signs of renewed demand after hitting a two-year low. 👀
It's still too early to call this a lasting trend, but the market may be entering a new phase: less excitement around AI infrastructure and growing interest in digital assets. If the rotation continues, crypto could be one of the biggest beneficiaries.
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🇺🇸 The U.S. celebrated its 250th Independence Day on July 4, and even Iran avoided spoiling the occasion
🇮🇷 Instead, it held a high-profile funeral for its former Supreme Leader on the same day. Markets welcomed the temporary easing of tensions in the Middle East, though the calm may be short-lived as traders shift back into headline and insider-driven mode.
📈 Bitcoin is now testing resistance around $63K. A move toward $67K remains possible, but the setup still resembles a classic bull trap, so caution is warranted.
🦄 Ethereum surprised traders overnight by briefly reclaiming $1,800 before pulling back to around $1,760, continuing to show relative strength versus Bitcoin.
🇮🇷 Instead, it held a high-profile funeral for its former Supreme Leader on the same day. Markets welcomed the temporary easing of tensions in the Middle East, though the calm may be short-lived as traders shift back into headline and insider-driven mode.
📈 Bitcoin is now testing resistance around $63K. A move toward $67K remains possible, but the setup still resembles a classic bull trap, so caution is warranted.
🦄 Ethereum surprised traders overnight by briefly reclaiming $1,800 before pulling back to around $1,760, continuing to show relative strength versus Bitcoin.
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🤔 Vitalik Buterin has unveiled Lean Ethereum—a new 3–4 year roadmap that marks Ethereum's third major evolution after The Merge
The plan includes:
▪️ Native recursive STARK proofs for faster and more efficient block verification.
▪️ Quantum-resistant cryptography across the protocol.
▪️10x+ lower fees for ERC-20 tokens, NFTs, and many DeFi applications through new state models.
▪️A gradual transition from the EVM to RISC-V/leanISA.
▪️Privacy becoming a core protocol feature.
▪️Simpler consensus with faster finality.
▪️Multiple scalability upgrades, starting with Glamsterdam in late 2026, which aims to raise the gas limit from ~60M to 200M.
Notably, Ethereum is adopting the proven recursive STARK technology pioneered by StarkWare, bringing it directly into the protocol rather than relying on external solutions.
The plan includes:
▪️ Native recursive STARK proofs for faster and more efficient block verification.
▪️ Quantum-resistant cryptography across the protocol.
▪️10x+ lower fees for ERC-20 tokens, NFTs, and many DeFi applications through new state models.
▪️A gradual transition from the EVM to RISC-V/leanISA.
▪️Privacy becoming a core protocol feature.
▪️Simpler consensus with faster finality.
▪️Multiple scalability upgrades, starting with Glamsterdam in late 2026, which aims to raise the gas limit from ~60M to 200M.
Notably, Ethereum is adopting the proven recursive STARK technology pioneered by StarkWare, bringing it directly into the protocol rather than relying on external solutions.
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📉 Crypto market liquidity continues to shrink as the combined market cap of the two largest stablecoins keeps declining
Over the past 30 days, USDC has fallen 3.6%, while USDT is down 2% in market capitalization. 🤔
This isn't a new trend—it has been in place since November 2025. A shrinking stablecoin supply generally means less fresh capital is available to flow into crypto markets, making sustained rallies more difficult.
For now, liquidity remains one of the biggest headwinds for the market.
Over the past 30 days, USDC has fallen 3.6%, while USDT is down 2% in market capitalization. 🤔
This isn't a new trend—it has been in place since November 2025. A shrinking stablecoin supply generally means less fresh capital is available to flow into crypto markets, making sustained rallies more difficult.
For now, liquidity remains one of the biggest headwinds for the market.
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🤖 The AI investment narrative keeps getting stronger
According to Nomura, global capital expenditures on memory for AI data centers could reach $1.4 trillion by 2030. 🧐
That's one reason why speculative capital has been flowing into AI instead of crypto. The sector isn't just fueled by hype—it also has enormous infrastructure spending backing its long-term growth story.
It's getting harder and harder not to be bullish on AI... even if you're a crypto investor. 🤷
According to Nomura, global capital expenditures on memory for AI data centers could reach $1.4 trillion by 2030. 🧐
That's one reason why speculative capital has been flowing into AI instead of crypto. The sector isn't just fueled by hype—it also has enormous infrastructure spending backing its long-term growth story.
It's getting harder and harder not to be bullish on AI... even if you're a crypto investor. 🤷
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😰 Strategy has sold Bitcoin again
The company announced it sold 3,588 BTC for approximately $216M to fund dividend payments and strengthen its cash reserves.
Bitcoin briefly dropped to $61.2K on the news but quickly recovered, climbing back to around $63.5K. The market absorbed the selling pressure far better than many expected.
Ironically, previous reports of Strategy selling just a few dozen BTC caused more panic than an actual 3,588 BTC sale. This time, the market barely flinched 🤔
The company announced it sold 3,588 BTC for approximately $216M to fund dividend payments and strengthen its cash reserves.
Bitcoin briefly dropped to $61.2K on the news but quickly recovered, climbing back to around $63.5K. The market absorbed the selling pressure far better than many expected.
Ironically, previous reports of Strategy selling just a few dozen BTC caused more panic than an actual 3,588 BTC sale. This time, the market barely flinched 🤔
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Crypto soothsayer
😰 Strategy has sold Bitcoin again The company announced it sold 3,588 BTC for approximately $216M to fund dividend payments and strengthen its cash reserves. Bitcoin briefly dropped to $61.2K on the news but quickly recovered, climbing back to around $63.5K.…
😂 The CEO of CryptoQuant couldn't resist trolling Michael Saylor after Strategy's recent Bitcoin sale
He posted:
The joke references Saylor's famous advice that investors should "sell a kidney if you have to, but keep holding Bitcoin."
After Strategy sold part of its BTC treasury, crypto Twitter was quick to remind Saylor that the internet never forgets. 🕵️♂️
He posted:
"Now sell the Bitcoin and buy your kidney back."
The joke references Saylor's famous advice that investors should "sell a kidney if you have to, but keep holding Bitcoin."
After Strategy sold part of its BTC treasury, crypto Twitter was quick to remind Saylor that the internet never forgets. 🕵️♂️
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Michael Saylor says Strategy's recent Bitcoin sale was a strategic tax decision, not a sign of financial stress 👀
According to Saylor, realizing a loss allows the company to benefit from tax advantages while continuing to support its STRC program.
He added that Strategy may sell up to 0.2% of its Bitcoin holdings in a month—but expects to buy back up to five times more BTC over the same period. 🤔
In short, the company says the sale is part of capital management, not a change in its long-term Bitcoin strategy.
According to Saylor, realizing a loss allows the company to benefit from tax advantages while continuing to support its STRC program.
He added that Strategy may sell up to 0.2% of its Bitcoin holdings in a month—but expects to buy back up to five times more BTC over the same period. 🤔
In short, the company says the sale is part of capital management, not a change in its long-term Bitcoin strategy.
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🤖🚀 xAI is officially becoming SpaceXAI
The rebrand marks the next step in integrating Elon Musk's AI company into SpaceX, combining AI development with the company's space ambitions. The new brand has already been unveiled with updated branding on X.
The long-term vision is to merge AI, space infrastructure, and future computing into a single ecosystem—making AI a core part of SpaceX rather than a standalone company.🌌
The rebrand marks the next step in integrating Elon Musk's AI company into SpaceX, combining AI development with the company's space ambitions. The new brand has already been unveiled with updated branding on X.
The long-term vision is to merge AI, space infrastructure, and future computing into a single ecosystem—making AI a core part of SpaceX rather than a standalone company.🌌
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📈 The forward PEG ratio for U.S. stocks has fallen to 0.80, a level that typically suggests the market may be undervalued relative to expected earnings growth
There are two possible scenarios:
🟩 Bull case: AI-driven earnings forecasts prove accurate, making today's valuations an attractive entry point before another leg higher in the S&P 500.
🟥 Bear case: Expectations are too optimistic, similar to the dot-com era, and weaker growth forces earnings estimates lower.
For now, corporate revenues continue to grow, and the U.S. economy has yet to show signs of a major slowdown. If equities continue higher, it could also become a positive catalyst for crypto.
Crypto doesn't always need stocks to fall—but historically, it has had a much easier time rallying when the stock market is strong. Until then, patience remains key. 🧐
There are two possible scenarios:
🟩 Bull case: AI-driven earnings forecasts prove accurate, making today's valuations an attractive entry point before another leg higher in the S&P 500.
🟥 Bear case: Expectations are too optimistic, similar to the dot-com era, and weaker growth forces earnings estimates lower.
For now, corporate revenues continue to grow, and the U.S. economy has yet to show signs of a major slowdown. If equities continue higher, it could also become a positive catalyst for crypto.
Crypto doesn't always need stocks to fall—but historically, it has had a much easier time rallying when the stock market is strong. Until then, patience remains key. 🧐
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📉 U.S. investors continue to sell Bitcoin
The Coinbase Premium Index has remained negative for 50 consecutive days—the longest streak on record. 😳
🔎 This indicator measures the price difference between Coinbase and other major exchanges. When it turns negative, Bitcoin trades at a discount on Coinbase, suggesting stronger selling pressure and weaker demand from U.S. investors.
Despite signs of whale accumulation elsewhere, American market participants remain cautious, making the lack of U.S. buying one of the key headwinds for Bitcoin's recovery.
The Coinbase Premium Index has remained negative for 50 consecutive days—the longest streak on record. 😳
🔎 This indicator measures the price difference between Coinbase and other major exchanges. When it turns negative, Bitcoin trades at a discount on Coinbase, suggesting stronger selling pressure and weaker demand from U.S. investors.
Despite signs of whale accumulation elsewhere, American market participants remain cautious, making the lack of U.S. buying one of the key headwinds for Bitcoin's recovery.
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🧮 Strategy believes its Bitcoin acquisition model could become self-sustaining
According to the company's estimates, if BTC appreciates by more than 3.3% annually over the long term, the gains from its Bitcoin holdings could theoretically generate enough value to pay dividends on STRC preferred shares indefinitely—the same shares used to finance additional BTC purchases.
In other words, as long as Bitcoin keeps outperforming that threshold, the strategy begins to resemble a self-reinforcing flywheel.
Sounds a bit like a perpetual motion machine... but powered by Bitcoin instead of physics. 🤔
According to the company's estimates, if BTC appreciates by more than 3.3% annually over the long term, the gains from its Bitcoin holdings could theoretically generate enough value to pay dividends on STRC preferred shares indefinitely—the same shares used to finance additional BTC purchases.
In other words, as long as Bitcoin keeps outperforming that threshold, the strategy begins to resemble a self-reinforcing flywheel.
Sounds a bit like a perpetual motion machine... but powered by Bitcoin instead of physics. 🤔
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⬇️ Altcoin dominance (the combined market cap of all cryptocurrencies outside the top 10 relative to the top 10) has fallen to 8%
Interestingly, that's the same level seen at the market bottom before the previous major bull run.
History doesn't guarantee a repeat, but such depressed readings have historically appeared when sentiment toward smaller-cap crypto assets was near its weakest.
If the pattern holds, today's pessimism could eventually become the foundation for the next altcoin cycle ... or not 👀
Interestingly, that's the same level seen at the market bottom before the previous major bull run.
History doesn't guarantee a repeat, but such depressed readings have historically appeared when sentiment toward smaller-cap crypto assets was near its weakest.
If the pattern holds, today's pessimism could eventually become the foundation for the next altcoin cycle ... or not 👀
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🧸 CryptoQuant has identified a warning signal that has historically appeared before major Bitcoin capitulation events
🔎 The DIPI indicator tracks stress-driven BTC inflows to exchanges, including older coins moving, long-term holders sending BTC to exchanges, and coins deposited at a loss.
Large spikes in DIPI previously coincided with periods of extreme market pressure, including 2018, 2022, and now 2026. 🧐
While no indicator is perfect, the return of this signal suggests the market could face another wave of volatility or a deeper correction before a sustainable recovery begins.
🔎 The DIPI indicator tracks stress-driven BTC inflows to exchanges, including older coins moving, long-term holders sending BTC to exchanges, and coins deposited at a loss.
Large spikes in DIPI previously coincided with periods of extreme market pressure, including 2018, 2022, and now 2026. 🧐
While no indicator is perfect, the return of this signal suggests the market could face another wave of volatility or a deeper correction before a sustainable recovery begins.
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