🔐 CRYPTO REPORT — JULY 11, 2026
🌐 TODAY'S TOP HEADLINES
Mixed signals emerged in U.S.-Iran tensions. Mojtaba Khamenei said in a written message that his father's revenge "will certainly be taken," while Qatar and Oman intensified mediation efforts.
U.S. officials told AP that negotiators have been given limited time to reach an agreement, while confirming that technical discussions are continuing.
Israel launched an attack on the village of Al-Mansur in southern Lebanon, outside Israel's designated security zone, signaling that ceasefire tensions are spreading to the Lebanese front.
U.S. spot Bitcoin ETFs recorded $90.44 million in net inflows on July 10, marking a second consecutive day of inflows after an eight-week outflow streak.
HYPE was added to the Bitwise 10 Crypto Index ETF with a 0.95% weighting, marking its first inclusion in a major institutional index product.
21Shares stated that Bitcoin is following a cycle similar to previous post-halving periods and reaffirmed its $100,000 year-end price target.
The IMF warned that U.S. dollar stablecoins could accelerate currency crises, adding a new dimension to global regulatory discussions.
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₿ BITCOIN
BTC continues to hold between $64,000 and $65,000. Around $132 million in liquidations occurred over the past 24 hours, with the vast majority coming from short positions, indicating strong upward pressure on price.
On-chain accumulation signals remain intact, although renewed tensions in Iran continue to support a geopolitical risk premium.
21Shares believes Bitcoin is following previous halving cycles and expects it to return to $100,000 by year-end.
The $70,000 level remains the key technical resistance to watch in the coming days.
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🔷 ETHEREUM & ALTCOINS
HYPE's inclusion in the Bitwise 10 Crypto Index ETF strengthens its institutional appeal, as index inclusion typically leads to passive fund inflows.
DOGE is attempting to hold above the critical $0.070 support level, which analysts continue to identify as a key technical floor.
ARB remains strong following the decision to direct 10% of Robinhood Chain ecosystem fees toward the network.
AVAX, meanwhile, remains relatively quiet in July's news flow.
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📋 KEY CRYPTO NEWS
The security incident within the Hedera HBAR ecosystem is believed to be linked to the DeFi platform Bonzo Finance. Around $5 million transferred to Ethereum by the attackers is being tracked on-chain. An official statement from the project team is still pending.
Five Democratic senators have called for a committee hearing regarding Trump's cryptocurrency holdings, bringing political polarization further into the crypto regulatory debate.
The growing preference for self-custody among Binance EU users during the asset withdrawal process reinforces the trend of European crypto investors moving away from centralized exchanges.
Lite Strategy announced a $1 million investment in LitVM, a platform within the Litecoin ecosystem.
Earnings season begins tomorrow, with JPMorgan, Bank of America, Goldman Sachs, Wells Fargo, and Citi all reporting on the same day. Markets will closely watch their crypto exposure and comments on risk appetite.
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🔓 TOKEN UNLOCKS — JULY 12
PUMP — Pump.fun | July 12, 01:00 TRT
82.5 billion PUMP worth approximately $127–135 million.
Represents 20–29% of the circulating supply.
The team has confirmed plans to purchase 50 billion PUMP.
Selling Pressure: HIGH
This is by far the largest token unlock of the week.
Its impact on the memecoin sector and the Solana ecosystem is expected to be significant. The key question is whether the team's purchases will absorb enough of the selling pressure.
APT — Aptos | July 12, 18:30 TRT
11.31 million APT worth approximately $7–7.15 million.
Represents 1.31% of the total supply.
Distribution includes core contributors, the community, and investors.
Selling Pressure: LOW
The unlock is relatively small and is expected to have limited market impact.
BB — BounceBit | July 12
Approximately $700,000.
Selling Pressure: LOW
Near the reporting threshold. Worth monitoring, but expected to have minimal market impact.
Total unlock value: Approximately $135–143 million, with nearly all of it coming from PUMP.
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🔭 OUTLOOK & UPCOMING EVENTS
Tomorrow brings two major market catalysts simultaneously: the PUMP token unlock and the start of earnings season.
The approximately $135 million PUMP unlock is expected to create pressure across the Solana ecosystem. How much of that pressure is absorbed by the team's planned purchases will be a key factor throughout the day.
At the same time, earnings from major U.S. banks and updates on their crypto ETF exposure and overall risk appetite could determine whether Bitcoin is able to maintain support above $65,000.
Meanwhile, geopolitical risks remain balanced in both directions. Successful mediation efforts by Qatar and Oman could improve market sentiment, while any escalation following Mojtaba Khamenei's revenge message could trigger another wave of selling.
Key events to watch this week:
Earnings season begins with JPMorgan, Bank of America, Goldman Sachs, Wells Fargo, and Citi. Their crypto-related disclosures and market commentary could influence overall sentiment.
July 14, 15:30 TRT — June CPI. Inflation was 4.2% in May, with expectations for June ranging between 3.8% and 4.0% as energy prices eased. Renewed tensions involving Iran could push those expectations higher, making this the most important data release ahead of the Fed's July 28–29 meeting.
July 15 — Morgan Stanley and BlackRock earnings.
July 16 — TSMC and Netflix earnings.