🤖 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. 🤷

😰 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 CEO of CryptoQuant couldn't resist trolling Michael Saylor after Strategy's recent Bitcoin sale

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. 🕵️‍♂️

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.

🤖🚀 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 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. 🧐

📉 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.

🧮 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. 🤔

⬇️ 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 👀

🧸 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.

⚠️ President Trump said the U.S.-Iran ceasefire is over!

😳 The announcement follows the U.S. Treasury's decision to revoke a license allowing transactions involving Iranian oil and overnight U.S. strikes on more than 80 targets in Iran in response to attacks on commercial shipping.

U.S. Central Command says its forces remain on high alert and are prepared to respond to any further escalation. ⚔️

Markets reacted immediately to the news, with Bitcoin coming under pressure and moving back toward the $62K level as investors reduced risk exposure. 📉

One of the simplest ways to judge whether Bitcoin's long-term uptrend is still intact is by looking at the cycle lows ⬇️

As long as each major market bottom is higher than the previous one, the macro bullish trend remains intact—even if short-term price action looks painful.

Despite the current volatility, Bitcoin continues to print higher lows across market cycles, suggesting the long-term structure has yet to be broken. 🧐

A Gate user claims $1.7M was stolen from their exchange account! 🙀

👀 According to the user, the account was protected with 2FA (phone + Google Authenticator + email), yet they later discovered password and security settings had been reset, the account email changed, and all funds withdrawn.

📩 Gate says its preliminary investigation found no platform vulnerability and believes this was an isolated case, likely caused by the user's own data being compromised. The exchange says the investigation is ongoing.

Meanwhile, crypto X is debating what actually happened—from a hacked email account to the possible use of AI deepfakes during identity verification. 🤖

For now, it's one person's account versus the exchange's explanation, so it's worth waiting for the full investigation before drawing conclusions. ⌛️

🐃 CryptoQuant believes Bitcoin could have more upside in the short term

Historically, July has been one of Bitcoin's stronger months, even during bear markets. In 2018, BTC gained 20% in July, while in 2022 it rallied 17%, despite the broader downtrend. 📈

Seasonality alone doesn't guarantee another rally, but historical data suggests July has often provided relief after periods of heavy selling.

Will history repeat itself once again? 👀

💵 Stablecoins are evolving beyond "crypto dollars" for traders and becoming core financial infrastructure

🔎 According to Binance Research, trading volume for products linked to traditional assets has already surpassed $1.1T in 2026. Meanwhile, Binance holds over $53B in stablecoins and has distributed more than $1.2B in rewards through Binance Earn. 💰

Today, stablecoins are used not only for trading, but also for payments, remittances, savings, and earning yield.

The trend is clear: stablecoins are increasingly functioning as a 24/7 global money network—faster, more accessible, and always online compared to traditional banking systems. 🏦

🧮 How much would Bitcoin need to be worth to match the real purchasing power of $1 million from different eras?

The equivalent of $1 million in 2023 purchasing power would require Bitcoin to reach roughly $1.5 million per BTC (around 2036), while matching the purchasing power of $1 million in 1983 would require a price of approximately $6 million per BTC (around 2043). 🧐

In other words, simply becoming a "Bitcoin millionaire" will gradually mean less as inflation erodes the value of money. To preserve the purchasing power of a historical $1 million, Bitcoin would ultimately need to trade well above the $1 million mark. 📈

🇺🇸 Bank of America sees a major shift in where AI money is flowing

🏦 According to the bank, free cash flow is shrinking for hyperscalers like Amazon, Google, Meta, and Microsoft, while chipmakers are seeing the opposite trend as demand for AI hardware keeps surging.

In simple terms, the AI boom is increasingly transferring profits from the companies building data centers to the companies selling them the hardware.

For investors, it highlights an important trend: the biggest winners in AI may no longer be the platform builders—but the ones supplying the picks and shovels. 🖥📈

💸 Stablecoins are leaving Binance

Over the past 30 days, USDC reserves on Binance have dropped by 21.6%, from $5.75B to $4.6B. At the same time, nearly $1.8B in USDT on Ethereum flowed out in two major waves. 👀

Stablecoins are the market's primary source of buying power. When they leave the largest exchange, spot market liquidity becomes thinner, making prices more sensitive to large buy or sell orders.

The funds may be moving to self-custody, DeFi, or OTC desks, but unless stablecoins return to exchanges, volatility could increase.

One possible factor behind the outflows is Binance's reported inability to secure a MiCA license to continue operating across the EU. 🚫🇪🇺