👀 All eyes are on the Federal Reserve today
Markets are expecting the Fed to keep interest rates unchanged, but the possibility of a surprise move means volatility is almost guaranteed. 🎢
A positive sign for risk assets is the recent decline in oil prices alongside softer CPI inflation data, reducing expectations of a more aggressive Fed stance. Bitcoin has already responded by recovering above $64,300. 📈
However, today's biggest catalyst may not be the rate decision itself—it will be how markets interpret the Fed's outlook.
⏰ Key events:
• Fed interest rate decision: 18:00 UTC
• Fed Chair's press conference: 18:30 UTC
The press conference has often been the real market mover, setting the tone for stocks and crypto alike.
Markets are expecting the Fed to keep interest rates unchanged, but the possibility of a surprise move means volatility is almost guaranteed. 🎢
A positive sign for risk assets is the recent decline in oil prices alongside softer CPI inflation data, reducing expectations of a more aggressive Fed stance. Bitcoin has already responded by recovering above $64,300. 📈
However, today's biggest catalyst may not be the rate decision itself—it will be how markets interpret the Fed's outlook.
⏰ Key events:
• Fed interest rate decision: 18:00 UTC
• Fed Chair's press conference: 18:30 UTC
The press conference has often been the real market mover, setting the tone for stocks and crypto alike.
👍2
🐻 The crypto bear market continues to claim more victims
Since the beginning of 2026, more than 100 crypto projects have announced their closure, highlighting the ongoing pressure across the industry. 🤷
The wave has affected nearly every sector—from long-established exchanges to DeFi protocols—as lower trading activity, tighter funding conditions, and declining user engagement continue to take their toll.
Bear markets don't just push prices lower—they also expose which projects have sustainable business models and which were surviving on hype alone.
Since the beginning of 2026, more than 100 crypto projects have announced their closure, highlighting the ongoing pressure across the industry. 🤷
The wave has affected nearly every sector—from long-established exchanges to DeFi protocols—as lower trading activity, tighter funding conditions, and declining user engagement continue to take their toll.
Bear markets don't just push prices lower—they also expose which projects have sustainable business models and which were surviving on hype alone.
👍2
Crypto soothsayer
🚨 Russia has placed Telegram founder Pavel Durov on its international wanted list! Russia's FSB has accused Durov of facilitating terrorism, claiming Telegram failed to remove channels, chats, and bots that authorities allege were used to coordinate sabotage…
The official Telegram account's response on X to reports that Pavel Durov has been placed on an international wanted list at the request of Russia's FSB 😁
😁4❤1
📊 Gen Z is leading the way in TradFi investing on Binance
🔎 According to Binance Research, younger investors are entering the market earlier and with stronger financial knowledge than previous generations.
Key findings:
▪️ 30% of Gen Z started investing while studying or shortly after graduation, compared to 15% of Millennials.
▪️ 77% have received formal financial education.
▪️ Gen Z now accounts for around 48% of all Binance TradFi users.
Interestingly, only 5.9% of Gen Z's trading volume comes from leveraged ETFs—the lowest share among all generations—suggesting a more cautious approach to risk than many might expect. 👀
The report highlights how Binance is becoming a gateway to traditional financial markets for the next generation of investors.
🔎 According to Binance Research, younger investors are entering the market earlier and with stronger financial knowledge than previous generations.
Key findings:
▪️ 30% of Gen Z started investing while studying or shortly after graduation, compared to 15% of Millennials.
▪️ 77% have received formal financial education.
▪️ Gen Z now accounts for around 48% of all Binance TradFi users.
Interestingly, only 5.9% of Gen Z's trading volume comes from leveraged ETFs—the lowest share among all generations—suggesting a more cautious approach to risk than many might expect. 👀
The report highlights how Binance is becoming a gateway to traditional financial markets for the next generation of investors.
❤2👍2
Crypto soothsayer
👀 All eyes are on the Federal Reserve today Markets are expecting the Fed to keep interest rates unchanged, but the possibility of a surprise move means volatility is almost guaranteed. 🎢 A positive sign for risk assets is the recent decline in oil prices…
🇺🇸 The Federal Reserve keeps interest rates unchanged
The Fed left its benchmark interest rate at 3.75%, exactly in line with market expectations.
📊 Rate decision:
• Previous: 3.75%
• Expected: 3.75%
• Actual: 3.75%
The initial market reaction was mixed, with both stocks and crypto experiencing brief volatility. Bitcoin is currently trading just below $64,000 as investors continue to analyze the Fed's comments for clues about future monetary policy.
For now, the decision brought no major surprises, leaving markets focused on upcoming economic data and the Fed's next moves. 👀
The Fed left its benchmark interest rate at 3.75%, exactly in line with market expectations.
📊 Rate decision:
• Previous: 3.75%
• Expected: 3.75%
• Actual: 3.75%
The initial market reaction was mixed, with both stocks and crypto experiencing brief volatility. Bitcoin is currently trading just below $64,000 as investors continue to analyze the Fed's comments for clues about future monetary policy.
For now, the decision brought no major surprises, leaving markets focused on upcoming economic data and the Fed's next moves. 👀
👍2❤1
⚖️🇦🇺 Telegram faces another legal challenge—this time in Australia
Australia's eSafety Commissioner has launched legal action against Telegram, accusing the platform of failing to promptly remove terrorist content reported by users in late 2025.
👀 According to the regulator, 10 out of 12 reported posts—including ISIS execution videos and footage from the Christchurch and Buffalo attacks—were not removed quickly enough, while related accounts allegedly remained active.
Telegram could face a fine of up to A$54.6 million (around US$38 million). At this stage, Australian authorities are not seeking to block the platform, with the case focused on content moderation compliance.
Australia's eSafety Commissioner has launched legal action against Telegram, accusing the platform of failing to promptly remove terrorist content reported by users in late 2025.
👀 According to the regulator, 10 out of 12 reported posts—including ISIS execution videos and footage from the Christchurch and Buffalo attacks—were not removed quickly enough, while related accounts allegedly remained active.
Telegram could face a fine of up to A$54.6 million (around US$38 million). At this stage, Australian authorities are not seeking to block the platform, with the case focused on content moderation compliance.
👍5
This media is not supported in your browser
VIEW IN TELEGRAM
📉 History suggests the best BTC buying opportunities often come before U.S. midterm elections
Looking at previous market cycles, Bitcoin's final bear market capitulation has repeatedly occurred in the months leading up to the U.S. Congressional midterm elections. 🏦
This year, the elections are scheduled for November 3, leading some analysts to believe the market could be approaching its last major shakeout before a new uptrend begins. 🧐
Looking at previous market cycles, Bitcoin's final bear market capitulation has repeatedly occurred in the months leading up to the U.S. Congressional midterm elections. 🏦
This year, the elections are scheduled for November 3, leading some analysts to believe the market could be approaching its last major shakeout before a new uptrend begins. 🧐
👍1
This media is not supported in your browser
VIEW IN TELEGRAM
🎆 Coinbase celebrates one of Satoshi Nakamoto's most iconic quotes
To mark the 16th anniversary of the legendary Bitcoin message, Coinbase unveiled a giant banner featuring Satoshi's famous words:
Sixteen years later, the quote remains just as relevant. While Bitcoin has gone from an obscure experiment to a global financial asset, Satoshi's message still captures the spirit of the ecosystem: build, educate, and let the results speak for themselves.
To mark the 16th anniversary of the legendary Bitcoin message, Coinbase unveiled a giant banner featuring Satoshi's famous words:
«If you don't believe me or don't get it, I don't have time to try to convince you, sorry»
Sixteen years later, the quote remains just as relevant. While Bitcoin has gone from an obscure experiment to a global financial asset, Satoshi's message still captures the spirit of the ecosystem: build, educate, and let the results speak for themselves.
👍2
Arthur Hayes believes the Fed’s latest stance is a bullish signal for the shitcoin market 🐂
By reaffirming that it will maintain ample reserves and step in to buy U.S. Treasuries if liquidity tightens, the central bank is effectively signaling that major monetary tightening is off the table.
Hayes argues this creates a favorable backdrop for heavily discounted altcoins—what many call "shitcoins." His focus, however, isn’t on random speculation but on projects that have survived the downturn, achieved real product-market fit, and continue to attract active users.
If liquidity keeps flowing, these overlooked altcoins could be among the biggest beneficiaries of the next market move. 🚀
By reaffirming that it will maintain ample reserves and step in to buy U.S. Treasuries if liquidity tightens, the central bank is effectively signaling that major monetary tightening is off the table.
Hayes argues this creates a favorable backdrop for heavily discounted altcoins—what many call "shitcoins." His focus, however, isn’t on random speculation but on projects that have survived the downturn, achieved real product-market fit, and continue to attract active users.
If liquidity keeps flowing, these overlooked altcoins could be among the biggest beneficiaries of the next market move. 🚀
🔥2❤1👍1
🐂 Bulls are taking control on Bybit
🔎 According to CryptoQuant, buying pressure has surged on Bybit, with the Taker Buy/Sell Ratio showing that market buy orders currently outnumber sell orders by 20 to 1.
Such an imbalance suggests aggressive accumulation by buyers and reflects growing bullish sentiment among traders. While this doesn't guarantee an immediate price rally, it indicates that market participants are willing to buy at current prices rather than wait. 💪
As always, extreme readings can lead to increased volatility, making the next market move worth watching closely. 👀
🔎 According to CryptoQuant, buying pressure has surged on Bybit, with the Taker Buy/Sell Ratio showing that market buy orders currently outnumber sell orders by 20 to 1.
Such an imbalance suggests aggressive accumulation by buyers and reflects growing bullish sentiment among traders. While this doesn't guarantee an immediate price rally, it indicates that market participants are willing to buy at current prices rather than wait. 💪
As always, extreme readings can lead to increased volatility, making the next market move worth watching closely. 👀
👍2
Around 594.5 BTC (≈$38M) was reportedly drained from nearly 500 wallets on July 30 after attackers exploited weak seed generation on Coldcard Mk3 devices.
The issue affects seeds generated with firmware versions 4.0.1–5.0.3 (since March 2021). Due to insufficient entropy, attackers were able to reconstruct some private keys offline.
✅ Not affected:
• Coldcard Mk4, Q, and Mk5
• Wallets protected with a BIP-39 passphrase
• Multisig setups
• Dice-roll generated seeds
⚠️ If you generated a seed on a Coldcard Mk3 with the affected firmware and aren't using a passphrase, consider moving your funds to a newly generated wallet as soon as possible.
The issue affects seeds generated with firmware versions 4.0.1–5.0.3 (since March 2021). Due to insufficient entropy, attackers were able to reconstruct some private keys offline.
✅ Not affected:
• Coldcard Mk4, Q, and Mk5
• Wallets protected with a BIP-39 passphrase
• Multisig setups
• Dice-roll generated seeds
⚠️ If you generated a seed on a Coldcard Mk3 with the affected firmware and aren't using a passphrase, consider moving your funds to a newly generated wallet as soon as possible.
❤1👍1
🇺🇸🏛 U.S. public companies are buying Bitcoin faster than miners can produce it!
American publicly traded companies now hold 1.24 million BTC, accounting for nearly 93% of all corporate Bitcoin reserves worldwide. 🧐
Over the past year alone, they added 510,000 BTC to their treasuries—more than three times the amount of new Bitcoin mined during the same period.
American publicly traded companies now hold 1.24 million BTC, accounting for nearly 93% of all corporate Bitcoin reserves worldwide. 🧐
Over the past year alone, they added 510,000 BTC to their treasuries—more than three times the amount of new Bitcoin mined during the same period.
👍1
📉 Strategy reports an $8.32B unrealized loss on its Bitcoin holdings in Q2 2026
📝 The company ended the quarter with 843,775 BTC on its balance sheet, compared to an unrealized gain of $14.05B in the same period last year.
Michael Saylor also signaled a more flexible treasury strategy, saying the company may sell BTC when necessary rather than continuously buying regardless of market conditions. 🤔
Despite the headline loss, MSTR shares rose around 5%, suggesting investors welcomed the more disciplined capital management approach instead of aggressive buying through every market decline. 📈
The update marks a notable shift in Strategy's playbook while reinforcing that Bitcoin remains at the core of its corporate treasury.
📝 The company ended the quarter with 843,775 BTC on its balance sheet, compared to an unrealized gain of $14.05B in the same period last year.
Michael Saylor also signaled a more flexible treasury strategy, saying the company may sell BTC when necessary rather than continuously buying regardless of market conditions. 🤔
Despite the headline loss, MSTR shares rose around 5%, suggesting investors welcomed the more disciplined capital management approach instead of aggressive buying through every market decline. 📈
The update marks a notable shift in Strategy's playbook while reinforcing that Bitcoin remains at the core of its corporate treasury.
❤1👍1
🤖 Is AI making Bitcoin mining obsolete?
According to Frank Holmes, Chairman of HIVE Digital Technologies, traditional Bitcoin mining is becoming far less profitable than AI computing. 🧐
🧮 He estimates that a typical ASIC miner generates only $0.12–0.14 per hour, while an NVIDIA H100 GPU used for AI workloads can earn around $2 per hour. Even older GPUs may generate about $1.40 per hour—roughly 10x more than crypto mining.
This growing profitability gap is pushing some mining companies to diversify into AI infrastructure, renting GPU computing power instead of relying solely on Bitcoin mining.
As AI demand continues to surge, the competition for energy and data centers may increasingly shift from mining Bitcoin to powering artificial intelligence. 🛠➡️🤖
According to Frank Holmes, Chairman of HIVE Digital Technologies, traditional Bitcoin mining is becoming far less profitable than AI computing. 🧐
🧮 He estimates that a typical ASIC miner generates only $0.12–0.14 per hour, while an NVIDIA H100 GPU used for AI workloads can earn around $2 per hour. Even older GPUs may generate about $1.40 per hour—roughly 10x more than crypto mining.
This growing profitability gap is pushing some mining companies to diversify into AI infrastructure, renting GPU computing power instead of relying solely on Bitcoin mining.
As AI demand continues to surge, the competition for energy and data centers may increasingly shift from mining Bitcoin to powering artificial intelligence. 🛠➡️🤖
👍1
This media is not supported in your browser
VIEW IN TELEGRAM
📉 Bitcoin starts August with weakness—is the seasonal dip beginning?
BTC has already slipped below $63,000 on the first day of August, raising the question: is the next leg down underway?
Historically, U.S. midterm election years have often seen an average Bitcoin correction of around 13.5% from summer highs. From current levels, that would imply a move toward $55K.
Adding to the bearish seasonality, September has traditionally been Bitcoin's weakest month. If history repeats itself, the next two months could offer one of the best accumulation opportunities before the market recovers.
Of course, past performance doesn't guarantee future results—but it's definitely a period worth watching closely. 👀
BTC has already slipped below $63,000 on the first day of August, raising the question: is the next leg down underway?
Historically, U.S. midterm election years have often seen an average Bitcoin correction of around 13.5% from summer highs. From current levels, that would imply a move toward $55K.
Adding to the bearish seasonality, September has traditionally been Bitcoin's weakest month. If history repeats itself, the next two months could offer one of the best accumulation opportunities before the market recovers.
Of course, past performance doesn't guarantee future results—but it's definitely a period worth watching closely. 👀
❤5👍2
Crypto soothsayer
Around 594.5 BTC (≈$38M) was reportedly drained from nearly 500 wallets on July 30 after attackers exploited weak seed generation on Coldcard Mk3 devices. The issue affects seeds generated with firmware versions 4.0.1–5.0.3 (since March 2021). Due to insufficient…
Coldcard wallet exploit losses climb to $89M! 🙀
🚀 According to Galaxy Research, a third wave of attacks has targeted vulnerable Coldcard Mk3 hardware wallets, with hackers stealing another 208 BTC from around 1,900 addresses.
In total, the exploit has now resulted in the theft of 1,367 BTC (≈$89 million) across 4,585 wallets. Researchers say the vulnerability stems from a 2021 firmware bug that generated seed phrases using predictable software entropy instead of the device's hardware random number generator, allowing attackers to reconstruct private keys offline. 🧐
Galaxy also reports that some of the stolen funds are already being laundered through THORChain and online casinos.
⚠️ If you created a wallet on a Coldcard Mk3 using the affected firmware and are not protected by a BIP-39 passphrase, consider moving your funds immediately.
🚀 According to Galaxy Research, a third wave of attacks has targeted vulnerable Coldcard Mk3 hardware wallets, with hackers stealing another 208 BTC from around 1,900 addresses.
In total, the exploit has now resulted in the theft of 1,367 BTC (≈$89 million) across 4,585 wallets. Researchers say the vulnerability stems from a 2021 firmware bug that generated seed phrases using predictable software entropy instead of the device's hardware random number generator, allowing attackers to reconstruct private keys offline. 🧐
Galaxy also reports that some of the stolen funds are already being laundered through THORChain and online casinos.
⚠️ If you created a wallet on a Coldcard Mk3 using the affected firmware and are not protected by a BIP-39 passphrase, consider moving your funds immediately.
👍1🙏1
Michael Saylor said Strategy has never had a "never sell" policy 😁
Strategy still expects to remain a net buyer of BTC over the long term.
Saylor also pointed out that Bitcoin has traded above its 200-week moving average 92% of the time since the indicator was introduced. With BTC currently hovering near that level, many investors see it as a key long-term support zone.
👀 And over the weekend, Saylor added even more fuel to the speculation by hinting at another Bitcoin purchase by Strategy—continuing the company's accumulation strategy despite recent own words.
Strategy still expects to remain a net buyer of BTC over the long term.
Saylor also pointed out that Bitcoin has traded above its 200-week moving average 92% of the time since the indicator was introduced. With BTC currently hovering near that level, many investors see it as a key long-term support zone.
👀 And over the weekend, Saylor added even more fuel to the speculation by hinting at another Bitcoin purchase by Strategy—continuing the company's accumulation strategy despite recent own words.
📈 DEXs continue to gain ground on centralized exchanges
The share of decentralized exchanges (DEXs) in spot crypto trading has climbed to a record 24% of total CEX spot volume—the highest level since tracking began in 2019. 💪
Just a year ago, in 2024, DEXs accounted for less than 10% of the market. Today, they handle nearly one-quarter of all spot trading. 📊
The trend reflects growing demand for self-custody, onchain trading, and permissionless access, while DEX infrastructure continues to improve in speed, liquidity, and user experience.
If this momentum continues, the gap between centralized and decentralized trading could narrow even further in the coming years. 🤔
The share of decentralized exchanges (DEXs) in spot crypto trading has climbed to a record 24% of total CEX spot volume—the highest level since tracking began in 2019. 💪
Just a year ago, in 2024, DEXs accounted for less than 10% of the market. Today, they handle nearly one-quarter of all spot trading. 📊
The trend reflects growing demand for self-custody, onchain trading, and permissionless access, while DEX infrastructure continues to improve in speed, liquidity, and user experience.
If this momentum continues, the gap between centralized and decentralized trading could narrow even further in the coming years. 🤔
❤1👍1
⛏️ Bitcoin miners are capitulating—but the market is looking beyond mining
Bitcoin's hashrate has been declining for 287 consecutive days, while mining difficulty is down nearly 20% from its peak, marking one of the sharpest miner capitulations in the network's history. 📉
Despite the pressure on mining profitability, shares of public mining companies continue to rise.
Why? Investors are increasingly valuing these companies not just as Bitcoin miners, but as future AI infrastructure providers. With access to power, data centers, and high-performance hardware, many miners are pivoting toward AI and high-performance computing to diversify revenue.
🤖 The market is starting to price in a future where mining companies earn not only from Bitcoin, but also from the growing demand for AI computing.
Bitcoin's hashrate has been declining for 287 consecutive days, while mining difficulty is down nearly 20% from its peak, marking one of the sharpest miner capitulations in the network's history. 📉
Despite the pressure on mining profitability, shares of public mining companies continue to rise.
Why? Investors are increasingly valuing these companies not just as Bitcoin miners, but as future AI infrastructure providers. With access to power, data centers, and high-performance hardware, many miners are pivoting toward AI and high-performance computing to diversify revenue.
🤖 The market is starting to price in a future where mining companies earn not only from Bitcoin, but also from the growing demand for AI computing.
❤1👍1
🎯 BitGo CEO challenges Claude AI to hack a wallet holding 100 BTC
After Anthropic claimed that Claude had, in some tests, acted beyond its sandbox and gained unauthorized access to real systems, BitGo CEO Mike Belshe called for a real-world demonstration.
Belshe argued that either Anthropic's testing environments are poorly isolated—or the company is overstating Claude's capabilities. To put the claims to the test, he publicly funded a wallet with 100 BTC and challenged Claude to steal the funds.
👀 The wallet is public, so the crypto community can watch in real time to see whether anything happens.
After Anthropic claimed that Claude had, in some tests, acted beyond its sandbox and gained unauthorized access to real systems, BitGo CEO Mike Belshe called for a real-world demonstration.
Belshe argued that either Anthropic's testing environments are poorly isolated—or the company is overstating Claude's capabilities. To put the claims to the test, he publicly funded a wallet with 100 BTC and challenged Claude to steal the funds.
👀 The wallet is public, so the crypto community can watch in real time to see whether anything happens.
👍2
📊 ICP tops all major blockchains by total transaction count
🔗 According to Chainspect, Internet Computer (ICP) has processed the highest number of transactions among leading blockchain networks, reaching an impressive 296 billion since launch.
🏆 Top 3 by lifetime transaction count:
🥇 ICP — 296B
🥈 Solana — 119B
🥉 Hedera — 71.2B
The top 10 also includes Stellar, TRON, BNB Chain, Fogo, Polygon, BSV, and Base.
⚠️ Keep in mind that this metric reflects the total number of transactions processed since each network launched. It highlights network activity over time but doesn't necessarily indicate user adoption, value transferred, or ecosystem strength.
🔗 According to Chainspect, Internet Computer (ICP) has processed the highest number of transactions among leading blockchain networks, reaching an impressive 296 billion since launch.
🏆 Top 3 by lifetime transaction count:
🥇 ICP — 296B
🥈 Solana — 119B
🥉 Hedera — 71.2B
The top 10 also includes Stellar, TRON, BNB Chain, Fogo, Polygon, BSV, and Base.
⚠️ Keep in mind that this metric reflects the total number of transactions processed since each network launched. It highlights network activity over time but doesn't necessarily indicate user adoption, value transferred, or ecosystem strength.
👍1