Crypto Soothsayer
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Current news from the world of cryptocurrencies and market analysis. Read us and have up-to-date information!

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๐Ÿ“ˆ Tokenized Stocks Are Reshaping Trading

๐Ÿ“ A recent DeFiLlama study reveals that 51% of all tokenized stock trading now takes place outside regular U.S. market hours, highlighting growing demand for 24/7 market access instead of waiting for Wall Street to open.

Key findings:

๐Ÿ”น Binance accounts for 69% of tokenized stock trading volume during U.S. market hours.
๐Ÿ”น Its share rises to 82% after hours.
๐Ÿ”น On weekends, Binance dominates with 94.4% of trading volume across major platforms.

This growth is driven by bStocksโ€”tokenized stocks backed 1:1 by Binance Stocks positions and available on both Binance and BNB Chain.

As more traditional investors embrace tokenized equities, Binance is strengthening its position as the leading liquidity hub for this fast-growing market. ๐Ÿš€
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๐Ÿ“Š Macro Signals Point to the Next Bitcoin Bull Market

Historically, major Bitcoin bull runs have coincided with two key macro trends: an expanding Federal Reserve balance sheet and a rising U.S. ISM Manufacturing PMI.

๐Ÿ”Ž According to the analysis, the Fed is currently providing hidden quantitative easing (QE) to support the bond market, while the ISM PMI climbed to 55.6 in July, signaling renewed strength in the U.S. manufacturing sector.

These indicators don't mean Bitcoin will surge immediately. The crypto market could still face volatility through the end of summer and early autumn. However, the broader macro environment appears to be laying the groundwork for the next long-term bull cycle. ๐Ÿš€๐Ÿ“ˆ
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๐Ÿค–๐ŸฆŠ MetaMask Launches AI-Powered Agent Wallet

MetaMask has introduced Agent Wallet, a new wallet that allows AI agents to execute on-chain actions autonomously while staying within rules defined by the user.

Key features:

๐Ÿ”น Automatically signs and executes transactions.
๐Ÿ”น Supports spending limits and protocol whitelists for greater control.
๐Ÿ”น Compatible with most EVM networks and Hyperliquid.
๐Ÿ”น Every transaction is simulated and security-checked before execution, with selected operations covered by up to $10,000 in protection.

The new wallet aims to make AI-assisted crypto interactions safer and more efficient by combining automation with customizable security controls. ๐Ÿš€
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โš ๏ธ Researcher Exposes Massive North Korean Cyber Campaign ๐Ÿ‡ฐ๐Ÿ‡ท

๐Ÿ’ป ๐ŸฅทA cybersecurity researcher claims to have uncovered evidence that North Korean hackers infiltrated 1,640 organizations across 57 countries over the past 22 months. In hundreds of cases, the attackers may have gained full access to servers, cloud infrastructure, and sensitive credentials.

The most common attack vector was fake job interviews. Victims were asked to run a "technical test" or sample project, which secretly installed malware, allowing hackers to steal data, crypto wallets, private keys, and system access.

The findings highlight the growing sophistication of state-backed cyberattacks and serve as a reminder to verify hiring processes and avoid running untrusted code on personal or work devices. ๐Ÿ”’๐Ÿšจ
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โ›๏ธ Bitcoin Miners Continue Selling BTC Amid Business Slowdown

Major Bitcoin mining companies are continuing to sell part of their BTC reserves as profitability remains under pressure.

Recent on-chain data shows:

๐Ÿ”น MARA transferred 200 BTC (around $13M) to an exchange.
๐Ÿ”น Riot Platforms sold 381 BTC (approximately $25M).

The trend comes as mining revenues decline. In Q2, MARA's revenue fell 27%, while CleanSpark reported a 30.5% drop, reflecting the ongoing challenges facing the mining industry.

As margins tighten, some miners are liquidating Bitcoin holdings to support operations, highlighting the financial pressure across the sector despite long-term optimism for BTC. โ›๏ธ๐Ÿ“‰
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๐Ÿ‡บ๐Ÿ‡ธ U.S. Senate Delays CLARITY Act Vote Until After Summer Recess

The U.S. Senate will not vote on the CLARITY Act before the summer recess after the bill failed to secure enough Democratic support. Senate Majority Leader John Thune did not bring the legislation to the floor before the session ended.

The main sticking point remains disagreements over provisions that would bar senior government officials, including former President Donald Trump, from earning income from crypto-related projects.

The debate is now postponed until at least September, when the Senate returns. However, a packed legislative scheduleโ€”including budget negotiations and the approaching midterm electionsโ€”could further delay progress on comprehensive U.S. crypto regulation. ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ“œ
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๐Ÿ‹ Early Bitcoin Holder Turns $400 Into Nearly $10 Million

An early Bitcoin investor has once again moved part of their long-dormant holdings after keeping them since 2011. The wallet recently transferred nearly 50 BTC (worth around $3.2M), fueling speculation that the coins could be headed for sale.

The wallet accumulated 144 BTC between July and October 2011, when Bitcoin traded between $14 and $2.76. At the time, the entire stash was worth just $399.

The owner previously sold 11 BTC in 2021 and 13 BTC in 2025, while 70 BTC (worth about $4.5M) still remain in the wallet. Over 15 years, the investment has generated an estimated $9.76M profit. According to Arkham data, the latest transfer was sent to an address commonly associated with crypto broker FalconX, though the coins have not yet been sold. ๐Ÿš€๐Ÿ’ฐ
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๐Ÿ’€ Most Crypto Tokens Don't Survive the Long Term

๐Ÿ“ A study of 1,539 projects that entered the crypto market's top 100 by market cap paints a brutal picture: 71.9% are now effectively dead, either delisted or generating less than $10K in daily trading volume.

The median token lifespan is just 2 years and 4 months, while estimates suggest only around 15% of projects survive 10 years. Even reaching the top 100 is clearly no guarantee of long-term success.

The takeaway for altcoin investors? ๐Ÿšจ Crypto projects can disappear remarkably fast. Instead of blindly holding through multiple cycles, it may make sense to take profits during strong rallies, reassess positions regularly, and avoid becoming emotionally attached to a project.

Bitcoin remains a very different long-term betโ€”but even with BTC, risk management matters. ๐Ÿง ๐Ÿ“‰
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โš ๏ธ Geopolitical Tensions and ETF Flows Keep Bitcoin at a Crossroads

๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฎ๐Ÿ‡ท U.S.-Iran negotiations have reportedly stalled, with markets pricing just a 30% chance of a deal by the end of August. Trump is reportedly willing to discuss reopening the Strait of Hormuz even without a nuclear agreement, while Iran is demanding the withdrawal of U.S. troops, unfreezing of assets, and reparations.

Meanwhile, spot Bitcoin ETFs attracted $854M last week, their strongest inflow since April. These inflows are helping keep BTC above $65K, despite weakening market momentum.

However, traders are increasingly concerned about extremely low volatility. Historically, such periods of compression during bearish conditions have sometimes preceded another significant move lower.

Bitcoin is therefore caught between strong institutional demand and growing macro/geopolitical risks. ๐Ÿ“‰๐Ÿ‘€
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๐Ÿ‘ Michael Saylor Names the Only Person Who Sold Less Bitcoin Than Him

Michael Saylor joked that there is only one person on Earth who has sold less Bitcoin than he has โ€” Satoshi Nakamoto. ๐Ÿ˜

Satoshi is estimated to have mined and accumulated more than 1 million BTC, with those coins remaining largely untouched.

But Michael Saylor's Strategy has recently made several Bitcoin sales/transfers, despite Saylor previously telling people to โ€œsell your kidneyโ€ rather than your Bitcoin.

Now, every time Strategy moves or sells BTC, Saylor seems to come up with a new explanation for why it supposedly doesn't contradict his famous HODL philosophy. And with every new justification, the situation looks increasinglyโ€ฆ desperate. ๐Ÿฅด
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๐Ÿ“‰ Bitcoin Bullish Options Hit a Record Low

Implied volatility for BTC call options has fallen to an all-time low of just 23%, signaling that traders are no longer willing to pay a significant premium for the possibility of a sharp Bitcoin rally.

Call options are typically used to bet on upside, so falling implied volatility suggests weaker demand for bullish exposure and lower expectations of a major upward move.

This doesn't necessarily mean Bitcoin is about to fall. Instead, it shows that the options market has become unusually cautious about BTC's upside potential.

A sharp change in positioning could become an important signal if volatility and call demand start recovering. ๐Ÿ‘€๐Ÿ“Š
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๐Ÿšจ Bybit Sues North Korea Over $1.5B Hack

โš–๏ธ๐Ÿ‡ฐ๐Ÿ‡ต Bybit has filed a civil lawsuit against North Korea, its intelligence agency RGB, and the Lazarus Group, which the exchange identifies as responsible for the $1.5B crypto hack in February 2025.

The exchange has also secured a preliminary injunction from a U.S. federal court, freezing certain stolen assets held by unidentified individuals and entities. This prevents them from moving or selling the funds while the case continues.

Bybit says the lawsuit is aimed at recovering stolen assets and holding those responsible accountable, while criminal investigations by U.S. authorities continue separately.

The case marks another major attempt to freeze and recover North Korean crypto holdings after the Lazarus Group's record-breaking attack. ๐Ÿ”’๐Ÿ’ฐ
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Crypto Soothsayer
๐Ÿง Michael Saylor and Adam Back have spoken out against Bitcoin Improvement Proposal (BIP) 110 ๐Ÿ“ The proposal aims to curb spam transactions by changing Bitcoin's consensus rules. However, critics argue it won't solve the problemโ€”and could set a dangerousโ€ฆ
๐Ÿ˜Ž Bitcoin Remains Unchanged Despite BIP-110 Fork Attempt

Over the weekend, the Bitcoin network saw a split around BIP-110, a proposed fork aimed at limiting non-financial data inscriptions on the Bitcoin blockchain.

However, the new chain failed to gain meaningful mining support. In two days, miners produced just 2 blocks on the BIP-110 branch, effectively ending the fork attempt. ๐Ÿคท

After the failure, BIP-110's author accused major mining pools of collusion and argued that Bitcoin is turning into a โ€œdumpster for data.โ€

Despite the controversy, the main Bitcoin network remains intact. The episode once again shows how difficult it is to change Bitcoin's consensus rules without broad support from miners and the wider ecosystem. ๐ŸŸ โ‚ฟ
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โ›๏ธ MARA Sold 23,093 BTC for $1.63B in Six Months

MARA Holdings, the largest U.S. Bitcoin miner, sold 23,093 BTC worth approximately $1.63B during the first half of 2026, at an average price of around $70,600 per BTC. ๐Ÿง

The company says the proceeds were used to fund operations, business expansion, and maintain liquidity.

Despite the massive sales, MARA still held 35,577 BTC worth roughly $2.08B at the end of June.

The miner also recently raised $1.2B through two loans secured by 18,750 BTC, with part of the funds used to finance the acquisition of another data center.

MARA has clearly shifted from simply HODLing BTC to actively monetizing its reserves to finance growth. ๐Ÿ“‰โ›๏ธ
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Crypto Soothsayer
๐Ÿšจ Is Strategy selling Bitcoin again? ๐Ÿ‘€ Wallets linked to Strategy have transferred 1,030 BTC (worth approximately $66.1M) just two hours ago, sparking fresh speculation about whether the company is offloading part of its holdings. The transfer follows previousโ€ฆ
โ—๏ธ Saylor Does It Again!

Michael Saylorโ€™s Strategy has sold another 1,690 BTC worth approximately $108.6M, according to the companyโ€™s latest filing. After the transaction, Strategy holds 840,447 BTC, valued at around $54.6B. The company also increased its USD reserve to $4.65B.

Ironically, Saylor once famously urged investors to โ€œsell your kidneyโ€ rather than your Bitcoin. Yet Strategy has now repeatedly been moving BTC, forcing Saylor to come up with increasingly creative explanations for why these transactions supposedly don't contradict his HODL philosophy.

The market barely reacted this time โ€” perhaps investors are simply getting used to Saylor selling the Bitcoin he told everyone else never to sell. ๐Ÿ˜ณ
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๐Ÿ™ Michael Saylor Has Lost More Than $102M on Bitcoin Sales

Strategyโ€™s cumulative realized loss from BTC sales has now exceeded $102M:

โžŸ Dec. 22, 2022 โ€” sold 704 BTC at a $9.6M loss
โžŸ May 31, 2026 โ€” sold 32 BTC at a $46K profit
โžŸ July 5, 2026 โ€” sold 3,588 BTC at a $54.8M loss
โžŸ Aug. 2, 2026 โ€” sold 1,638 BTC at a $18.8M loss
โžŸ Aug. 9, 2026 โ€” sold 1,690 BTC at a $18.8M loss

๐Ÿ”Ž According to CryptoQuant, Strategy has now realized more than $102M in losses from BTC sales. Meanwhile, the company's unrealized loss on its Bitcoin holdings is estimated at $9.6B.

And perhaps the market is finally paying attention: after yet another sale by one of crypto's biggest HODLers, BTC has dropped below $64K. ๐Ÿ“‰
๐Ÿ‚ Could the 2026 midterms mark another Bitcoin turning point?

An interesting pattern is making the rounds on X: in 2014, 2018, and 2022, U.S. midterm election years coincided with the formation of a final Bitcoin bear trap before a powerful bullish trend began. ๐Ÿ‘€

In each case, BTC subsequently entered a major uptrend lasting roughly 994 days (142 weeks).

๐Ÿ‡บ๐Ÿ‡ธ The next U.S. midterm elections are scheduled for November 2026.

If history rhymes again, the current weakness could be setting the stage for another major accumulation opportunity before the next long-term rally.

Of course, three historical examples are hardly enough to call it a ruleโ€”but the timing is certainly interesting. ๐Ÿค”
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๐Ÿ‡บ๐Ÿ‡ธ Trump vs. Iran: the peace deal is getting even further away

Trump says the Strait of Hormuz must be fully opened and is demanding compensation from Iran for Americans killed or wounded in conflicts. Iran, meanwhile, is reportedly refusing negotiations with the Trump administration and says it will wait until his term ends in January 2029.

That leaves both sides with very little room for a face-saving compromise.

๐Ÿ›ข And the market is already watching the key consequence: uncertainty around Hormuz is pushing oil prices higher, with Brent moving toward $90.

Trump can't easily declare victory, while Iran doesn't seem willing to compromise.

So what's next? More pressure, more volatilityโ€”and potentially another escalation. ๐Ÿ˜ฌ
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๐Ÿ‘€ Bitcoin is finally showing signs of decoupling from stocks

BlackRock's digital-assets chief says BTC has recently become less correlated with equities, and in July it held up relatively well even as AI-related stocks came under pressure.

๐Ÿ—’ That's exactly the scenario institutional investors have been waiting for: Bitcoin becoming a genuine portfolio diversifier, rather than simply another leveraged bet on the Nasdaq.

If this trend continues, BTC could gradually strengthen its case as a standalone asset classโ€”with its own drivers instead of simply following the stock market.

Maybe Bitcoin is finally becoming what Wall Street wanted it to be all along? ๐Ÿ˜
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๐Ÿ“‰ Trump Media dumped BTCโ€ฆ and then suddenly started buying again

๐Ÿ“ According to its latest SEC filing, Trump Media reduced its Bitcoin exposure earlier this year, selling more than $170M worth of BTC in total.

But in July, the strategy apparently flipped: the company bought roughly $300M in Bitcoin in just one month, pushing its holdings to a new all-time high.

Meanwhile, Strategy has been selling BTC for weeks.

๐Ÿ‘€ So while Saylor is hitting the sell button, Trump Media is hitting BUY.

Just market timingโ€ฆ or does Trump know something we don't? ๐Ÿค”

The official filing confirms Trump Media held 4,260.73 BTC as of June 30, while recent reports indicate additional BTC activity afterward.
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