⚠️✴️ A massive capitulation in BTC has not been observed yet, indicating that the bottom may still be ahead. In the previous two cycles, panic selling ranged from 1.3 million to 3.7 million BTC per year. Currently, this figure stands at only 136,000 BTC.

⚠️🇷🇺 On July 21, JPMorgan has liquidated its previously frozen long position in ROSN. Earlier reports indicated that the bank also closed its long position in SBER. Additionally, JPMorgan sold shares in MTSS, NMTP, and MGNT.

🚨 The United States and Japan are conducting interventions in JPY, as reported by the U.S. Treasury today.

🇺🇸🇷🇺 A bill imposing "hellish sanctions" against Russia may face a blockade in the U.S. House of Representatives due to lawmakers' concerns over the extensive powers it grants Trump regarding tariffs, according to RTRS. Politico previously reported similar worries.

🇮🇷 Trump stated that Whitaker and Kushner continue negotiations with Iran.

⚠️ The United States and Israel are preparing to conduct airstrikes targeting energy sector facilities in Iran, according to CBS. This development highlights escalating tensions in the region, particularly concerning Iran's influence and activities related to oil production. The potential military actions could have significant implications for global oil markets and geopolitical stability. For more details, visit CBS News.

⚠️🇮🇷 The Wall Street Journal reports that President Trump has ordered strikes against Iran within the coming days, possibly starting this weekend. However, these strikes are not guaranteed, as Trump may reconsider based on diplomatic efforts. Previously, CBS News indicated that the U.S. and Israel plan to target Iran's energy infrastructure, which could be among the most severe attacks to date. CNN also mentioned potential strikes on Iran's nuclear facilities. Iran has prepared a "comprehensive" response if attacked.

🇺🇸🇬🇱 Trump has suggested the possibility of acquiring Greenland before the end of his presidential term in 2029.

🇺🇸🇺🇦 Trump described the deal with Ukraine regarding rare earth metals (REM) as highly beneficial for the United States. He stated that the U.S. could take almost anything it desires from there.

🇮🇹🇪🇸 Italy has suspended its Schengen agreement with Spain due to migration issues. Former President Trump has described the situation in Spain as a catastrophe and an invasion. On July 31, over 60,000 illegal migrants from Morocco surged into the Spanish autonomous city of Ceuta, prompting authorities to deploy the army to the area.

🛢🇰🇿 Chevron is in discussions with the U.S. and Kazakh authorities regarding guarantees for the operation of the CPC. Although a prolonged halt to the project is unlikely, if it occurs, it could pose challenges for all shippers in the region and many projects in Kazakhstan, according to Chevron's head.

🇺🇸🇺🇦 Politico reports that the United States will step back from its leadership role in the NATO command based in Germany, which coordinates military aid to Ukraine. However, Washington will continue to support Kyiv.

⚠️🇺🇸🇨🇳🇰🇵 The United States and its allies conducted the largest naval exercises in history, known as the "Rim of the Pacific," showcasing enhanced military cooperation amid concerns over actions by China and North Korea, according to the Wall Street Journal. Recently, North Korea's state media, KCNA, stated that the resumption of war against Japan and the U.S. is merely a matter of time.

🚨 The United States plans to attempt to revive negotiations between Russia and Ukraine in the coming weeks, according to Senator Marco Rubio.

🚨 The head of the Federal Reserve, Kevin Warsh, is exploring the possibility of reducing the number of FOMC meetings where interest rate decisions are made. This could mark the most significant change in the Fed's operations in recent years, according to the New York Times. Currently, there are eight FOMC meetings held annually.

🇺🇸 The earnings season for the second quarter of 2026 continues in the U.S. Among the companies that have reported, 77% exceeded revenue expectations, surpassing the five-year average of 70% and the ten-year average of 68%. Additionally, 86% surpassed earnings per share (EPS) expectations, exceeding the five-year average of 78% and the ten-year average of 76%, according to FactSet.

⚠️🇺🇸 The rise of AI is significantly impacting company financials. Capital expenditures are soaring, with costs increasing even more than anticipated, according to CNBC. Amazon, Alphabet, and Tesla reported negative cash flow in Q2 2026, while cash generation at Meta—designated as extremist and banned in Russia—plummeted by 91%.

🚨🇯🇵 The Japanese yen (JPY) continues to strengthen significantly against the US dollar (USD). In just two days, three months of JPY depreciation against the USD have been erased. Initially, interventions were conducted solely by the Bank of Japan, but the US Treasury joined in yesterday. A month ago, Japan's Finance Minister Katayama revealed discussions with US Treasury Secretary Yellen amid the yen's collapse against the dollar.

⚠️✴️ BTC spot ETF flows remain stagnant as Bitcoin trades between $70,000 and $58,000. The consensus remains unchanged: signs of a potential bottom formation are emerging, but a "mass capitulation" in the market has yet to occur. The possibility of a "final" drop to the $50,000 to $40,000 range still exists.

🚨 In the world of BTC, the Santiment platform reports the lowest-ever ratio of positive to negative comments on social media. Fear currently outweighs greed to an unprecedented degree. Additionally, concerns over cold wallet cybersecurity have arisen following a vulnerability discovered in the Coldcard wallet firmware. This flaw compromised secure key generation, leading to the theft of approximately $38 million from single-signature wallets, many of which had remained unused for years.

⚠️🇷🇺 The vessel "Yanina," owned by FESCO, sank on Saturday night, 130 miles from Novorossiysk, following a drone attack by Ukrainian forces. The crew members have been rescued, according to Likhachev.