🧐 Michael Saylor and Adam Back have spoken out against Bitcoin Improvement Proposal (BIP) 110
📝 The proposal aims to curb spam transactions by changing Bitcoin's consensus rules. However, critics argue it won't solve the problem—and could set a dangerous precedent.
Saylor says spam isn't Bitcoin's biggest threat, and changing consensus rules for this purpose could have unintended consequences. Back argues the proposal goes against Bitcoin's philosophy by attempting to control how users interact with the network.
🧑💻 Critics also point to a recent experiment where a developer embedded a 66 KB image directly into a Bitcoin transaction, bypassing the very restrictions BIP 110 seeks to enforce.
The takeaway: if someone is determined to store data on Bitcoin, they'll likely find a way—making consensus changes an imperfect solution. 🤷
📝 The proposal aims to curb spam transactions by changing Bitcoin's consensus rules. However, critics argue it won't solve the problem—and could set a dangerous precedent.
Saylor says spam isn't Bitcoin's biggest threat, and changing consensus rules for this purpose could have unintended consequences. Back argues the proposal goes against Bitcoin's philosophy by attempting to control how users interact with the network.
🧑💻 Critics also point to a recent experiment where a developer embedded a 66 KB image directly into a Bitcoin transaction, bypassing the very restrictions BIP 110 seeks to enforce.
The takeaway: if someone is determined to store data on Bitcoin, they'll likely find a way—making consensus changes an imperfect solution. 🤷
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🤖💵 AI agents could become one of the biggest drivers of stablecoin adoption
📝According to a new industry report, AI freelancers, autonomous agents, and micro-businesses could process up to $262 billion annually through stablecoins by 2033.
The logic is simple: traditional banks are often too slow, expensive, and inaccessible for autonomous software. AI agents can't open bank accounts, but they can send and receive stablecoins instantly, 24/7, without intermediaries.
If this trend plays out, stablecoins may evolve far beyond crypto trading and become the default payment rail for the emerging AI-powered digital economy. 🚀
📝According to a new industry report, AI freelancers, autonomous agents, and micro-businesses could process up to $262 billion annually through stablecoins by 2033.
The logic is simple: traditional banks are often too slow, expensive, and inaccessible for autonomous software. AI agents can't open bank accounts, but they can send and receive stablecoins instantly, 24/7, without intermediaries.
If this trend plays out, stablecoins may evolve far beyond crypto trading and become the default payment rail for the emerging AI-powered digital economy. 🚀
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📊 Fidelity's long-term Bitcoin model continues to point toward an accumulation zone
🔎 Fidelity has been tracking this valuation model since 2015, and at around $60,000, Bitcoin is approaching a historical support area that has previously marked attractive accumulation levels.
Unlike social media predictions or anonymous market calls, this is based on a long-term mathematical framework developed by one of the world's largest asset managers.
Of course, no model can predict the future with certainty, but if history rhymes, Bitcoin may be trading near a zone where long-term investors have historically found value. 👀
🔎 Fidelity has been tracking this valuation model since 2015, and at around $60,000, Bitcoin is approaching a historical support area that has previously marked attractive accumulation levels.
Unlike social media predictions or anonymous market calls, this is based on a long-term mathematical framework developed by one of the world's largest asset managers.
Of course, no model can predict the future with certainty, but if history rhymes, Bitcoin may be trading near a zone where long-term investors have historically found value. 👀
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📉 Bitcoin briefly dipped below $62K as Middle East tensions flared again
📊 Markets reacted after Donald Trump claimed the U.S. is now the "guardian" of the Strait of Hormuz, proposing a 20% transit fee on cargo passing through the strategic waterway.
Trump also said the U.S. had launched a major strike on Iran, warned of further military action, and accused Tehran of violating a previous agreement.
Iran quickly pushed back, declaring it would defend the Strait of Hormuz "to the end" and reject any foreign control over the route.
Geopolitical uncertainty once again pressured risk assets, sending Bitcoin briefly below $62,000 before buyers stepped in.
So... will ships crossing Hormuz have to pay tolls to both the U.S. and Iran now? 👀
📊 Markets reacted after Donald Trump claimed the U.S. is now the "guardian" of the Strait of Hormuz, proposing a 20% transit fee on cargo passing through the strategic waterway.
Trump also said the U.S. had launched a major strike on Iran, warned of further military action, and accused Tehran of violating a previous agreement.
Iran quickly pushed back, declaring it would defend the Strait of Hormuz "to the end" and reject any foreign control over the route.
Geopolitical uncertainty once again pressured risk assets, sending Bitcoin briefly below $62,000 before buyers stepped in.
So... will ships crossing Hormuz have to pay tolls to both the U.S. and Iran now? 👀
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💵 Even Strategy's weekly updates have changed with the market
Strategy has increased its cash reserves by $450M. As of July 12, 2026, the company holds 843,775 BTC alongside approximately $3B in cash.
Not long ago, Michael Saylor's weekly updates were all about buying more Bitcoin. Now, they're highlighting a growing dollar reserve instead. 🥴
At least it's not another Bitcoin sale... although it does leave one obvious question:
Where did all that cash come from? 👀
Strategy has increased its cash reserves by $450M. As of July 12, 2026, the company holds 843,775 BTC alongside approximately $3B in cash.
Not long ago, Michael Saylor's weekly updates were all about buying more Bitcoin. Now, they're highlighting a growing dollar reserve instead. 🥴
At least it's not another Bitcoin sale... although it does leave one obvious question:
Where did all that cash come from? 👀
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😨 A whale who bought 9,400 ETH around $4,310 four years ago has finally capitulated, selling at an average price of $1,780 and locking in a loss of roughly $24M
That’s a painful reminder of how brutal the ETH cycle has been for many long-term holders.
Crypto Twitter is joking that Vitalik wanted “cheap ETH,” and the market delivered a little too well. But beneath the memes, the story highlights how difficult it has been for investors who bought near the previous cycle’s highs and held through years of underperformance.
One whale gave up. The bigger question is whether this is another capitulation signal — or just one exhausted holder finally deciding they’ve had enough. 👀
That’s a painful reminder of how brutal the ETH cycle has been for many long-term holders.
Crypto Twitter is joking that Vitalik wanted “cheap ETH,” and the market delivered a little too well. But beneath the memes, the story highlights how difficult it has been for investors who bought near the previous cycle’s highs and held through years of underperformance.
One whale gave up. The bigger question is whether this is another capitulation signal — or just one exhausted holder finally deciding they’ve had enough. 👀
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😬 Eric Trump has turned bullish on crypto... again
Crypto traders have started treating Eric Trump's optimism as a tongue-in-cheek contrarian indicator.
Last year, he called it a great time to buy ETH—shortly before a sharp correction. Later, he celebrated Ethereum short liquidations, and the market dropped once again.
Now he's back with another bullish post, and Crypto Twitter is joking that it may be time to brace for volatility. 😳
Meanwhile, American Bitcoin Corp, where Eric serves as Chief Strategy Officer, has reportedly lost more than 95% of its value from its peak, wiping out over $600M in market cap. While many mining companies pivoted toward AI infrastructure, the firm stayed focused on Bitcoin mining and accumulation, eventually carrying out a reverse stock split to avoid delisting.
Maybe the market should start fading Eric's tweets. 👀
Crypto traders have started treating Eric Trump's optimism as a tongue-in-cheek contrarian indicator.
Last year, he called it a great time to buy ETH—shortly before a sharp correction. Later, he celebrated Ethereum short liquidations, and the market dropped once again.
Now he's back with another bullish post, and Crypto Twitter is joking that it may be time to brace for volatility. 😳
Meanwhile, American Bitcoin Corp, where Eric serves as Chief Strategy Officer, has reportedly lost more than 95% of its value from its peak, wiping out over $600M in market cap. While many mining companies pivoted toward AI infrastructure, the firm stayed focused on Bitcoin mining and accumulation, eventually carrying out a reverse stock split to avoid delisting.
Maybe the market should start fading Eric's tweets. 👀
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🇮🇷 Iran's Parliament has approved a bill introducing transit tolls through the Strait of Hormuz payable in BTC, stablecoins, and Chinese yuan
The proposal also formally asserts Iran's sovereign control over the strait and restricts passage for what it defines as "hostile vessels." 🚢 👀
The proposal also formally asserts Iran's sovereign control over the strait and restricts passage for what it defines as "hostile vessels." 🚢 👀
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🥇 For more than a decade, Bitcoin has followed a surprisingly consistent cycle:
🐃 Bull market: ~1,064 days
🤩 Bear market: ~365 days
While no cycle repeats perfectly, this pattern has held up across multiple market phases and remains one of the most closely watched timing models in crypto.
If history continues to rhyme, the current cycle could be approaching another major turning point.
Of course, macro conditions, regulation, and liquidity can always change the script—but historical cycles are worth keeping on your radar.
Believe it? Or just another chart that works... until it doesn't? 👀
🐃 Bull market: ~1,064 days
While no cycle repeats perfectly, this pattern has held up across multiple market phases and remains one of the most closely watched timing models in crypto.
If history continues to rhyme, the current cycle could be approaching another major turning point.
Of course, macro conditions, regulation, and liquidity can always change the script—but historical cycles are worth keeping on your radar.
Believe it? Or just another chart that works... until it doesn't? 👀
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📈 Bitcoin climbed to $64,000 after U.S. inflation came in cooler than expected
June CPI fell 0.4% MoM versus expectations of a 0.1% decline, while annual inflation came in at 3.5%, below the 3.8% forecast. 🧐
Core inflation was also softer than expected, remaining flat on a monthly basis instead of rising 0.2%, with the annual rate at 2.6% versus the expected 2.8%.
Following the report, Fed Chair Kevin Warsh reiterated that the Fed remains committed to keeping inflation under control, adding that the U.S. labor market is still broadly stable.
Lower-than-expected inflation gave risk assets a boost, with Bitcoin quickly reclaiming the $64K level. 🚀
June CPI fell 0.4% MoM versus expectations of a 0.1% decline, while annual inflation came in at 3.5%, below the 3.8% forecast. 🧐
Core inflation was also softer than expected, remaining flat on a monthly basis instead of rising 0.2%, with the annual rate at 2.6% versus the expected 2.8%.
Following the report, Fed Chair Kevin Warsh reiterated that the Fed remains committed to keeping inflation under control, adding that the U.S. labor market is still broadly stable.
Lower-than-expected inflation gave risk assets a boost, with Bitcoin quickly reclaiming the $64K level. 🚀
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📊 Wu Blockchain compared Bitcoin bear market bottom forecasts from banks, research firms, and major crypto influencers.
Most institutional estimates cluster around two key ranges: $50K–60K and $40K–46K.
🔹 Standard Chartered believes the bottom may have already formed near $59K.
🔹 Galaxy Research expects BTC could still revisit the $40K–46K range.
Predictions below $40K are generally tied to severe recession scenarios and a prolonged bear market.
Wu Blockchain also notes that these forecasts aren't directly comparable. Some represent expected cycle bottoms, others highlight technical support levels, on-chain valuation models, or worst-case macro scenarios.
The takeaway? While opinions differ, most institutional forecasts remain concentrated well above the extreme bearish targets. 👀
Most institutional estimates cluster around two key ranges: $50K–60K and $40K–46K.
🔹 Standard Chartered believes the bottom may have already formed near $59K.
🔹 Galaxy Research expects BTC could still revisit the $40K–46K range.
Predictions below $40K are generally tied to severe recession scenarios and a prolonged bear market.
Wu Blockchain also notes that these forecasts aren't directly comparable. Some represent expected cycle bottoms, others highlight technical support levels, on-chain valuation models, or worst-case macro scenarios.
The takeaway? While opinions differ, most institutional forecasts remain concentrated well above the extreme bearish targets. 👀
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Crypto soothsayer
📈 Bitcoin climbed to $64,000 after U.S. inflation came in cooler than expected June CPI fell 0.4% MoM versus expectations of a 0.1% decline, while annual inflation came in at 3.5%, below the 3.8% forecast. 🧐 Core inflation was also softer than expected,…
📈 Bitcoin continues its rally after the better-than-expected U.S. inflation report, climbing to the $65K area
The move caught many bears off guard, triggering a wave of short liquidations. Over the past 24 hours, more than $278 million in BTC short positions have been wiped out.
Cooling inflation has strengthened expectations for a more favorable macro environment, giving risk assets another boost. For now, the bulls are back in control—but volatility remains high, so buckle up. 🚀
The move caught many bears off guard, triggering a wave of short liquidations. Over the past 24 hours, more than $278 million in BTC short positions have been wiped out.
Cooling inflation has strengthened expectations for a more favorable macro environment, giving risk assets another boost. For now, the bulls are back in control—but volatility remains high, so buckle up. 🚀
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👤 What are Ethereum holders doing during the bear market?
Staking. 💰
Despite the weak price action, the share of ETH locked in staking has reached a new all-time high of 33.7%, according to Token Terminal. 🧐
The trend suggests that many investors are choosing to earn yield and hold for the long term rather than sell into market weakness.
Whether this signals growing confidence or simply a lack of better alternatives, one thing is clear: a record share of Ethereum's supply is now committed to staking instead of sitting on the market. 📈
Staking. 💰
Despite the weak price action, the share of ETH locked in staking has reached a new all-time high of 33.7%, according to Token Terminal. 🧐
The trend suggests that many investors are choosing to earn yield and hold for the long term rather than sell into market weakness.
Whether this signals growing confidence or simply a lack of better alternatives, one thing is clear: a record share of Ethereum's supply is now committed to staking instead of sitting on the market. 📈
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🚚 Ripple has launched a transparent truck in Washington, D.C. to promote the CLARITY Act
The truck is driving around the U.S. capital with one simple message: the crypto industry is waiting for regulatory clarity.
As lawmakers continue debating the bill, Ripple is taking its campaign directly to the streets, highlighting the industry's push for clear rules that could shape the future of digital assets in the United States. 🇺🇸
The truck is driving around the U.S. capital with one simple message: the crypto industry is waiting for regulatory clarity.
As lawmakers continue debating the bill, Ripple is taking its campaign directly to the streets, highlighting the industry's push for clear rules that could shape the future of digital assets in the United States. 🇺🇸
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🏦 A former Ethereum Foundation team focused on institutional privacy has launched a new company, EthSystems
The venture is backed by Ethereum co-founder Joseph Lubin, along with Bitmine and SharpLink. 👀💰
EthSystems will build privacy-focused infrastructure that allows banks, asset managers, and other institutions to use Ethereum while keeping transactions confidential. 😎
The team previously worked within the Ethereum Foundation on private stablecoins, ZK-powered bonds, cross-chain settlement, and other technologies aimed at accelerating institutional adoption of Ethereum.
The venture is backed by Ethereum co-founder Joseph Lubin, along with Bitmine and SharpLink. 👀💰
EthSystems will build privacy-focused infrastructure that allows banks, asset managers, and other institutions to use Ethereum while keeping transactions confidential. 😎
The team previously worked within the Ethereum Foundation on private stablecoins, ZK-powered bonds, cross-chain settlement, and other technologies aimed at accelerating institutional adoption of Ethereum.
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📊 Bitcoin's CVDD on-chain indicator currently sits at around $48,500
Historically, the 2018 and 2022 cycle bottoms formed almost exactly at the CVDD level, making it one of the most respected long-term valuation metrics.
If history repeats, Bitcoin could establish its cycle low slightly below the psychological $50K mark.
Of course, no indicator is perfect, and macro conditions can always override historical patterns. Still, CVDD remains one of the key on-chain models investors are watching for signs of a long-term bottom. 👀
Historically, the 2018 and 2022 cycle bottoms formed almost exactly at the CVDD level, making it one of the most respected long-term valuation metrics.
If history repeats, Bitcoin could establish its cycle low slightly below the psychological $50K mark.
Of course, no indicator is perfect, and macro conditions can always override historical patterns. Still, CVDD remains one of the key on-chain models investors are watching for signs of a long-term bottom. 👀
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🔎 The great redistribution of old Bitcoin is nearly complete, according to Galaxy Digital
Between 2024 and 2025, long-term holders moved the largest amount of dormant BTC since 2017. However, activity from older coins has dropped significantly in 2026, suggesting that most of the redistribution has already taken place.
With fewer long-dormant coins returning to circulation, one of the major sources of potential selling pressure may be fading—leaving the market increasingly in the hands of newer holders. 👀
Between 2024 and 2025, long-term holders moved the largest amount of dormant BTC since 2017. However, activity from older coins has dropped significantly in 2026, suggesting that most of the redistribution has already taken place.
With fewer long-dormant coins returning to circulation, one of the major sources of potential selling pressure may be fading—leaving the market increasingly in the hands of newer holders. 👀
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Six VC-backed blockchains that raised a combined ~$500M generated just $360 in daily fees! 🙀
According to a viral analysis highlighted by Protos, projects including Berachain, Celestia, Scroll, Eclipse, Sonic, and Manta have seen activity collapse after the hype faded. 📉
Some examples:
🔹 Scroll, once valued at $1.8B, generated just $24 in daily fees.
🔹 BERA is down 98% from its post-launch highs despite raising $142M.
🔹 Manta's TVL fell from over $650M around its airdrop to roughly $4M today.
The story is a reminder that raising hundreds of millions—and even launching a successful airdrop—doesn't guarantee long-term users, revenue, or sustainable demand. 💵🤷
According to a viral analysis highlighted by Protos, projects including Berachain, Celestia, Scroll, Eclipse, Sonic, and Manta have seen activity collapse after the hype faded. 📉
Some examples:
🔹 Scroll, once valued at $1.8B, generated just $24 in daily fees.
🔹 BERA is down 98% from its post-launch highs despite raising $142M.
🔹 Manta's TVL fell from over $650M around its airdrop to roughly $4M today.
The story is a reminder that raising hundreds of millions—and even launching a successful airdrop—doesn't guarantee long-term users, revenue, or sustainable demand. 💵🤷
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📈 Bitcoin Holds Key Support — Is $128K Next?
Bitcoin bounced 4% from the $61.6K support level (Q1) in the Power Law model and has already climbed back toward the Q3 zone.
🔎 According to this on-chain framework, BTC is still trading in a deep accumulation range (below Q25), where previous cycles often marked the start of stronger rallies.
🎯 If history repeats:
• ~90 days: potential move toward $87K (Q19)
• ~1 year: potential climb to $128K–129K (Q36)
This isn't a guarantee of a straight move higher—volatility and pullbacks remain likely. However, the strong defense of the $61K–62K support zone keeps the bullish scenario intact, provided macro conditions and unexpected political or stock market shocks don't derail momentum. 🚀
Bitcoin bounced 4% from the $61.6K support level (Q1) in the Power Law model and has already climbed back toward the Q3 zone.
🔎 According to this on-chain framework, BTC is still trading in a deep accumulation range (below Q25), where previous cycles often marked the start of stronger rallies.
🎯 If history repeats:
• ~90 days: potential move toward $87K (Q19)
• ~1 year: potential climb to $128K–129K (Q36)
This isn't a guarantee of a straight move higher—volatility and pullbacks remain likely. However, the strong defense of the $61K–62K support zone keeps the bullish scenario intact, provided macro conditions and unexpected political or stock market shocks don't derail momentum. 🚀
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📱 ZachXBT: A Dedicated iPhone May Be Safer Than a Hardware Wallet
🕵️♂️ Blockchain investigator ZachXBT sparked debate after calling hardware wallets "useless junk," saying he doesn't recommend them for either signing transactions or storing crypto.
Instead, he argues that a dedicated iPhone used exclusively as a crypto wallet can offer stronger real-world security. An isolated device with no everyday use may reduce attack surfaces and attract less attention than a recognizable hardware wallet. 🤔
Of course, opinions on wallet security vary, and there's no one-size-fits-all solution. But the discussion is a good reminder that operational security (OpSec) often matters just as much as the wallet itself.
🕵️♂️ Blockchain investigator ZachXBT sparked debate after calling hardware wallets "useless junk," saying he doesn't recommend them for either signing transactions or storing crypto.
Instead, he argues that a dedicated iPhone used exclusively as a crypto wallet can offer stronger real-world security. An isolated device with no everyday use may reduce attack surfaces and attract less attention than a recognizable hardware wallet. 🤔
Of course, opinions on wallet security vary, and there's no one-size-fits-all solution. But the discussion is a good reminder that operational security (OpSec) often matters just as much as the wallet itself.
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🐋 A Bitcoin investor who bought 5,908 BTC for $98 million near the 2017 market peak finally moved the coins after 8.5 years
The purchase was made when BTC traded around $16.6K, just days before the market crashed more than 80%. Despite the brutal drawdown, the investor never sold.
By July 15, with Bitcoin trading near $64.6K, the stash had grown to $381.5 million—a profit of over $283 million and nearly a 4x return. 💎
Patience clearly paid off... although selling now might prove a little too early if this cycle still has another major leg up ahead. 🚀
The purchase was made when BTC traded around $16.6K, just days before the market crashed more than 80%. Despite the brutal drawdown, the investor never sold.
By July 15, with Bitcoin trading near $64.6K, the stash had grown to $381.5 million—a profit of over $283 million and nearly a 4x return. 💎
Patience clearly paid off... although selling now might prove a little too early if this cycle still has another major leg up ahead. 🚀
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