ale-guo

For the first time in two months, BTC has climbed above 72,000💥—a daily surge of 11%. With 190,000 liquidations totaling $3.3 billion, the shorts have been wiped out.

There are only two driving forces: the U.S. Treasury doubled the scale of long-term bond buybacks, pushing U.S. bond yields sharply lower and the dollar down to a three-month low; and Trump met with top leaders from Coinbase and Ripple at the White House, urging Congress to quickly pass the CLARITY Act.

ETH followed up, jumping 19% back to 2,200. XRP and SOL both rallied more than 13%, and TRUMP-themed coins surged 26% in a day. Sentiment flipped straight from panic to greed by 62—first time since October last year.

How far the short squeeze can go is hard to say, but at the 70,000-level, shorts are暂时不敢乱动.

#比特币 #BTC #Crypto Market

🧊 Bitcoin computing power collapsed 21%—miners collectively flock to AI

This round of跑路 (flight) by the crypto mining crowd is pretty ruthless: BTC computing power has been cut by 21% over three months, marking the longest surrender cycle in history. Mining isn’t profitable, but AI pays—too good. Riot signed a 20-year, $9.1 billion deal with Anthropic; its stock price went from $3 to $20. Early-transition players like TerraWulf and IREN doubled in a year, while MARA—sticking to mining—fell 40%. Computing power prices were slashed in half to $31.8 per second, and a bunch of mining rigs were shut down directly. Bears say, “If you don’t mine, you’re finished.” Bulls say, “Hit back at 126,000 and you’ll still live.” We’ll see who can last through this wave.

#比特币 #矿工转型AI #BTC computing power

The CEO of the World Gold Council directly takes aim, saying that Bitcoin will ultimately go to zero. The reason is simple: during crises, Bitcoin falls together with risk assets; it can’t stand up, and it can’t serve as digital gold. This sounds harsh, but BTC has indeed been cut in half, dropping from a peak of 126,000 yuan to 62,000 yuan. On the gold side, central banks are still buying aggressively—just in the first quarter they accumulated an additional 244 tons. After years of back-and-forth arguments between the two sides, this time it’s the gold camp that has stepped in. Don’t rush to pick a side— the market will vote with its feet.

#比特币 #黄金 #加密市场

🚨 Trump is set to hold a crypto summit this Wednesday—this time, the president himself is getting involved

Reports from the White House say that Trump will personally attend a meeting with crypto industry titans this Wednesday. The CEOs of Coinbase, Ripple, Gemini, Robinhood, Polymarket, and Kalshi have all been invited, and both the SEC and CFTC chairs will be there as well. The Treasury Secretary and the Commerce Secretary may also attend.

The lineup is quite something. BTC has been stuck around the $60,000 mark for half a year. Since last year’s peak, it has fallen by nearly half. The market is waiting for something that can break the deadlock. The Clarity Act will only be voted on in September by the Senate, and Galaxy has already cut the odds of it passing this year to 10%, saying that getting it through will take “magic.”

However, the SEC’s text for Reg Crypto and the innovation exemption is said to be released within the next few weeks—which could be a more tangible positive than the bill itself. We’ll know on Wednesday. Don’t take positions that are too heavy—wait to see the direction.

$BTC #特朗普 #加密监管 #White House meeting

🐂 120 buys in, 200k profit out—this wave “bull is here” 822x
Someone went all-in with 120 to buy a Meme coin called “Bull is Here,” and just like that it turned into 205.8k. A return of 822x. Lookonchain dug up that this guy bought 19.1 million coins, sold 9.1 million first to recoup 25.9k, and still holds 10 million coins worth about 18k. Literally, the bull really has arrived. Use it as entertainment and don’t get hot-headed—Meme coins going to zero is far more brutal than doubling.
#Meme币 #牛来 #On-chain wealth explosion

🚨 Jump Crypto can’t sit still again This week already moved 1560 BTC to Binance
This guy has started moving funds again. Just about two hours ago he deposited 286 BTC to Binance, roughly $18 million. This week he has been moving 1560 BTC in parts, totaling nearly $100 million—clearly preparing to sell off. Back then, the moment it dumped, the market shook three times; now it still has 1410 BTC left—after he dumps, he’ll still be able to catch his breath. Right now BTC is consolidating around 63,000, so long positions need to weigh things carefully.
#BTC #JumpCrypto #on-chain data

🔴 SEC keeps delaying again; tokenization green light turns yellow

At the RegCrypto conference on Friday, the deal was canceled at the last step. The White House worries it could derail Congress’s ongoing negotiations over a digital-asset bill, and Wall Street’s SIFMA is also throwing obstacles in the way. The core issue is simple: tokenized securities want to take the exemption pathway, but they were forcibly put on hold. The green light was said to be on—yet the road hasn’t been fixed. Institutions had already queued up; both the NYSE and Nasdaq stages are set, but they’re stuck on the final regulatory hurdle.

#SEC #代币化 #Web3

💥 SharpLink loses $1B overnight, ETH staking is about to change

Public company SharpLink holds $1.7B worth of ETH for staking, and in half a year it lost $1B. Even harsher: the EIP-8363 proposal—once the amount of ETH staked reaches 60.25 million ETH, the staking rewards will be reduced to zero. Institutions either get forced into high-risk DeFi or withdraw. This round of ETH whales is even more panicked than retail.

#ETH #SharpLink #EIP8363

💰 The stablecoin pool is shrinking at a疯狂 pace

Since May, the total market value of stablecoins has evaporated by nearly $15 billion. Yesterday, Tether burned 1.75 billion USDT at once on the Ethereum chain. Money is withdrawing, and liquidity is drying up.

On the other hand, the Tron network just minted 1 billion USDT, but this kind of cross-chain maneuvering doesn’t prove much—the overall pool is still getting smaller.

This is what altcoins fear most. Without stablecoins as a cushion, where does the pullback money come from? With existing supply-and-demand battles already so cutthroat, any further shrinkage of the pool will only make things even harsher.

Don’t ask when altcoin season will come—first, see whether stablecoin balances have stopped falling.

#USDT #稳定币 #加密流动性

💰 Nonfarm tanks, the US dollar kneels, and BTC quietly laughs

In the US, the July nonfarm report directly disappoints—employment numbers don’t increase and instead fall, and wage growth also goes quiet. The market immediately gets the message: the rate-hike story is basically over. The US Dollar Index plunges to a 7-week low, and gold takes the opportunity to surge.

Although BTC appears calm and is only up by less than 1% on the surface, this macro cycle is clearly bullish for risk assets. When rate-hike expectations cool, liquidity expectations bounce back. Don’t celebrate too early, bears—at the 64K level, it may just grind for a bit and then something might happen.

#BTC #非农 #Fed

🔥 After the BTC Bollinger Band “fake fall,” a violent surge to 117K

Early in the night, BTC dumped first, breaking below the lower Bollinger Band. Bears thought they were safe. Then it V-reversed directly and surged all the way to $117,000 in one go.

This is called a “head fake” (head fake). In 2025, every time this signal appears, prices have gone up afterward. On the exchange order book, all the liquidity is stacked above—$119K is right in front of you. The bears were schooled again, with $432 million liquidated in 24 hours.

#BTC #比特币 #Market analysis

🚨 Coldcard shocking vulnerability: 594 BTC stolen in 25 minutes

A precise strike targeting Coldcard hardware wallets: 594 BTC were swept away in 25 minutes, worth $38 million. The issue lies in the seed generation process starting from firmware 4.0.0—where it should have generated 128 bits of entropy but only generated 72 bits, essentially replacing the lock with paper. The affected devices span from Mk2 to Mk5, with the earliest traces dating back to March 2021. Even more bizarrely, the attacker targeted only single-signature wallets, plucking the old addresses that had been dormant for years. Coinkite has urgently issued an announcement asking users to move their assets. Hardware wallets aren’t a cure-all either—there’s no final endpoint to security.

#BTC #硬件钱包 #security vulnerability

🇭🇰 Hong Kong’s stablecoin regulations officially take effect—major reshuffle in Asia’s crypto landscape

On August 1, Hong Kong’s “Stablecoin Ordinance” officially came into effect. Going forward, anyone who wants to issue fiat-backed stablecoins in Hong Kong must first obtain a license. Issuers whose stablecoins are pegged to the Hong Kong dollar also have to apply properly. Everything—from reserve funds and redemption mechanisms to anti-money-laundering requirements—must be in place.

Retail investors can only buy stablecoins issued by licensed institutions; advertisements from unlicensed parties are completely banned. This isn’t just about compliance—it’s about drawing a track for the crypto industry.

Hong Kong’s move is even more aggressive than Singapore’s. Its position as an Asian crypto hub is essentially set.

🔥 Amazon's one-man power lifted the whole field

The Q2 earnings report directly exploded—AWS growth was through the roof, surging over 15% at one point after hours. The Nasdaq rebounded violently as risk appetite was instantly reignited. In crypto, it wasn't going to sit quietly either—BTC reclaimed 63,800, and ETH followed up, rising nearly 2%.

Big boss gets the meat and the little brothers get the soup—this time it all came down to Bezos handing out the meal.

#BTC #亚马逊财报 #加密市场

🔥 Oil prices plummeted overnight by 7%. BTC surged past 63,000 amid the chaos

Trump said the deal for the Strait of Hormuz is settled—crude oil then fell freely, with Brent crashing from $88 to $81.5. There’s always somewhere for money to go: gold is up, U.S. Treasuries are up, and crypto is partying right along. BTC was pushed up to 63K in one go, ETH +2%, SOL directly +3%. Rate-hike expectations are still hanging over everyone’s heads—once geopolitics eases, funds rush in. This market is always wilder than you think.

#BTC #油价暴跌 #Iran-U.S. talks

📉 July just set the best in-year mark, and options whales have already positioned for BTC to drop back to $60,000

July’s rebound was the strongest month this year. ETF inflows finally turned around, and the index’s total monthly gain hit a new high since the summer of 2025. But the moment August arrived, the whole tone changed. In the options market, the hottest contract is the BTC $60,000 put option, and traders are collectively buying protection. On the surface they shout “the bull is back,” but in their hands they’re疯狂ly hedging. The speed at which this market flips is faster than turning pages.

#BTC #期权市场 #Crypto market update

💥 Coinbase wipes out 10% in a day

Earnings report detonates—trading revenue tanks, and COIN plunges 10% in a single day dragging everything down. BTC breaks below 63,000, while ETH hovers around 1,860.

Even with yesterday’s ETF seeing a net inflow of $233 million, it can’t block the selling pressure. Three FOMC officials vote for a rate hike, and the CLARITY Act looks on track to go sour.

The market is basically jumpy now—one gust of wind and everything blows up.

#Coinbase #BTC

Rate hike expectations of 62% can’t stop ETH from quietly doing things🔍

Three FOMC officials voted against supporting a rate hike for the first time since 2016, and the probability of a rate hike in September has surged to 62%. But over on ETH, the vibe is completely different.

The MVRV has formed a golden cross, breaking above the 160-day moving average. In the past three years, every time this signal appeared, ETH took off—up at least 50%, and sometimes as much as 160%. The ETF has also seen continuous net inflows, and a “giant whale” added nearly 90,000 ETH in just three days. This move from the main players isn’t just talk—they’re using real money to buy.

$ETH #以太坊 #ETH

⚡️FOMC holds steady, but three dissenting votes blow things up

The Federal Reserve keeps the interest rate at 3.50%-3.75% as expected—no change to the script. But the 9-to-3 vote result is what’s really exciting: three big names—Hammack, Kashkari, and Logan—raise their hands and call for a 25bp rate hike. It’s the first time since 2016 that three officials have simultaneously voted against.

After the meeting, Wosh is still stubborn and won’t loosen his stance, but the odds of a September rate hike have already jumped to 62%. The market gets it instantly; BTC hasn’t reacted yet. Over the next few days, it’s likely to shake a bit.

#美联储 #FOMC #BTC

🇰🇷 South Korea’s stock market hits a circuit breaker as the AI bubble bursts—blowing into the crypto world

In a single day, the KOSPI plunged 8%. Samsung and SK Hynix led the selloff, directly triggering the circuit breaker. The AI chip story can’t hold anymore; panic spread all at once to crypto, dragging BTC down to 64,000.

But the whales swoop in to pick up bargains. ETH ETFs are also quietly seeing inflows. Retail investors run, institutions take the bag—this plot has been seen too many times. Tonight’s FOMC is the real test.

#KOSPI #AI泡沫 #FOMC