LedgerLogic 1

U.S. Bitcoin $BTC ETFs saw an inflow of more than $850 million last week, the largest weekly inflow since April. #BTC Price Analysis# #Macro Insights#

The battle between $BTC bulls and bears is heating up. Today, several gamblers opened massive BTC positions with high leverage. 4 gamblers are short 3,895 BTC($249.4M) in total, with liquidation prices at $64,600.83, $66,281.28, $66,305.03, and $66,545.09. 2 gamblers are long 1,547 $BTC ($99.08M) in total, with liquidation prices at $61,200.15 and $61,831.74. #BTC Price Analysis# #Altcoin Season#

This is less about Saylor suddenly becoming bearish on Bitcoin and more about Strategy managing its capital structure. Strategy sold 1,690 $BTC for roughly $108.6M at an average of $64,262, and reports indicate the proceeds went toward buying back STRC preferred shares. At the same time, the company raised about $653M through MSTR stock sales, pushing its USD reserve to roughly $4.65B. So why sell while institutional demand is returning? Because Strategy doesn't have to choose between “bullish on BTC” and “selling BTC.” It can be bullish on Bitcoin's long-term value while using part of its BTC treasury to manage short-term financing obligations and its preferred-stock structure. If Wall Street is absorbing $BTC while #Strategy is distributing some of its holdings, the market is essentially asking: Who has stronger conviction, the new institutional buyers or one of Bitcoin's biggest corporate whales? My view: Don't blindly follow either side. Watch the flows. If ETFs and institutions continue accumulating while Strategy keeps selling relatively small portions of its enormous treasury, the market can easily absorb the supply. But if Strategy's sales accelerate and institutional inflows weaken, that's when I'd become much more cautious. The real signal isn't 1,690 BTC. It's whether selling becomes a trend. #BTC Price Analysis# #Macro Insights#

Bitcoin mining company MARA sold a total of 23,093 $BTC ($1.6B) in the first half of 2026 at an average price of $70,631. MARA still holds 35,577 $BTC ($2.3B). #BTC Price Analysis# #Macro Insights# #Altcoin Season#

Over the past 24 hours, $TUT has seen more than $44M in liquidations, far exceeding BTC and $ETH , making it the most liquidated asset. #BTC Price Analysis# #Macro Insights#

LATEST: Russia's biggest exchanges prepare to launch crypto $BTC trading after the country passed a new pro-crypto law. Moscow Exchange (MOEX) and SPB Exchange are preparing to launch regulated crypto trading as the new framework takes effect on September 1, with the Bank of Russia finalizing rules for exchanges and digital-asset infrastructure. MOEX dominates Russia's financial markets, handling roughly 92–95% of domestic stock trading, making its entry a significant step toward bringing crypto into the country's mainstream financial system. #BTC Price Analysis# #Macro Insights# #Altcoin Season#

JUST IN: SharpLink CEO Joseph Chalom publicly opposes Ethereum's $ETH EIP-8363, warning it could gut the $35 BILLION DeFi collateral market built on staking yield. The proposal would burn validator rewards down to zero once half of all $ETH is staked, per Chalom, leaving stakers dependent on transaction tips alone. #Macro Insights# #Altcoin Season#

HyperLabs unlocked another 433,025 $HYPE ($23.46M) and has been gradually depositing the tokens into exchanges, including Flowdesk and OKX, likely to sell. #Macro Insights# #Altcoin Season#

Pump fun $PUMP sold another 84,789 $SOL ($6.25M) again today. In total, pump dot fun has sold 4,823,325 SOL($807M) at an average price of $167.4. #Macro Insights# #Altcoin Season#

UPDATE: Coldcard exploit losses exceed $100 MILLION with 1,596 $BTC stolen from over 7,300 wallets. Including the unconfirmed fourth wave, total losses could reach $130 MILLION (2,055 BTC). 90% of stolen coins have not moved, Galaxy is providing attacker addresses to US federal law enforcement. #BTC Price Analysis# #Altcoin Season#

JUST IN: #BlackRock launches a tokenized money market fund on Solana $SOL , Ethereum $ETH and Tempo for stablecoin reserve management. The fund invests in cash and US Treasuries with a $3MILLION minimum, and is structured to qualify under the GENIUS Act. BlackRock's existing tokenized fund BUIDL already manages over $2.6 BILLION. #Macro Insights# #Altcoin Season#

"Perps Are Not a Great On-Chain Business": Pump .Fun Cofounder on Hyperliquid $HYPE . Pump .fun co-founder 'Sapijiju' slams Hyperliquid, arguing that perpetuals are an inferior onchain business model by comparing revenues: Hyperliquid 24hr revenue = $1 million, vs. $PUMP Fun's $2.9 million. He capped off the criticism with a pointed analogy: "What's bigger, Bloomberg or Instagram?" #Macro Insights# #Altcoin Season#

It looks like Trump Media sold another 2,628 $BTC ($165.07M). Trump Media bought 11,542 BTC($1.37B) at an average price of $118,522, then started selling 7 months ago, selling a total of 7,281 $BTC ($545M) at an average price of $74,855. Trump Media is now down a total of $555M on their BTC holdings. #BTC Price Analysis# #Altcoin Season#

BIG: Tether $USDT reported $1.5 billion in Q2 net operating profit, increased its reserve buffer to $4.11 billion, and expanded its physical gold $XAUt holdings to more than 146 tons. #Macro Insights# #Altcoin Season#

JUST IN: Coldcard, one of the best-known Bitcoin hardware wallets, warns users to move funds following a $38M $BTC theft. The issue affects seeds created on Coldcard Mk3 firmware from version 4.0.1 onward, as well as some older Mk4, Mk5 and Q firmware. Separately, researchers tracked a 594.48 $BTC ($38M) theft, with no confirmed link to the Coldcard flaw. #BTC Price Analysis# #Altcoin Season# #Macro Insights#

$4 BILLION in monthly payments is coming to Solana $SOL through South Korea's KSNET. The Korean payment giant signed an MOU with the Solana Foundation to pilot Solana Pay across its network of 330,000 merchants processing 130 MILLION transactions per month. KSNET is the third major Korean payment provider to sign with Solana this year. #Macro Insights# #Altcoin Season#

More than $38M has been stolen due to a Coldcard wallet vulnerability. Funds from around 500 wallets were transferred to wallet bc1qnk, totaling 594.48 $BTC ($38.2M). Stay safe everyone. #BTC Price Analysis# #Altcoin Season# #Macro Insights#

Institutions keep selling $HYPE Multicoin Capital deposited another 137,100 HYPE ($7.51M) into Coinbase Prime over the past 10 hours. Bitwise deposited another 22,463 $HYPE ($1.23M) into Coinbase 9 hours ago. #Macro Insights# #Altcoin Season# #Meme Alpha#

The Lazarus Group hackers moved 121.5 $BTC ($7.74M) an hour ago. #BTC Price Analysis# #Macro Insights#

JUST IN: Zcash $ZEC has activated the Ironwood upgrade, launching a new shielded pool to strengthen network security. #Macro Insights# #Altcoin Season#