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AI mine revenue 80 million yuan in half a year, but the BTC position nearly doubled

Another new player has joined the “Bitcoin treasury” narrative. AI data center developer Hyperscale Data (GPUS) disclosed: in the first half of 2026, revenue reached $80 million, up 57% year over year; the full-year target is $200 million. Even more striking is that BTC holdings have surged 95% year-to-date—now at 1,006 coins.

Making money with AI computing power, then converting profits into Bitcoin—this isn’t sentiment; it’s treating BTC as a hard reserve. Current $BTC is at 64,337, up only 0.25% in 24H, and the funding rate is 0.01%, nearly neutral. Price is stuck around the daily chart pivot; the sell level above is about 65,413, and the buy level below is about 63,832.

A volume of 1,006 BTC isn’t a nuclear bomb for the broader market, but the direction is clear: companies that can make money are still adding, not waiting for a “faith pullback.” The data is biased bullish. Focus first on whether 63,800 support can hold; if it breaks, look lower. If it holds, then a retest provides the confidence to push higher again.

While companies report earnings, they’re still stockpiling BTC. Meanwhile, retail investors are still debating intraday up or down—the bigger picture is no longer the same scale.

$BTC daily sell point: $65413 daily buy point: $63832
$ETH daily sell point: $1938 daily buy point: $1895
$BNB daily sell point: $602 daily buy point: $577
$BTC #BTC $ETH #ETH

Strategy pours $17.06 billion to buy BTC, bringing its holdings to 843,800 coins. This isn’t faith—it’s financial engineering

Strategy’s 2026 capital plan has already raised $17.06 billion. Of this, STRC contributed $7.53 billion, lifting BTC holdings to 843,800 coins. It also set up a $3.75 billion USD reserve—enough to cover more than 2.1 years of preferred stock dividends and interest. In addition, it repurchased $1.5 billion worth of convertible notes at an 8% discount, and sold about $218 million in BTC to pay dividends.

Current BTC price is 65,027, up +1.68% over the last 24H. The funding rate is only 0.01%—buyers have a slight edge, but nothing is overheated. The key is whether the daily selling level around 65,400 can hold. Only if it holds do we talk about continuation; if it breaks and loses the 63,800 daily buy point, the “treasury/cash-flow story” will cool down as well.

One sentence: MicroStrategy 2.0 isn’t just hoarding coins—it’s building a “perpetual leverage” machine using preferred stock, convertible notes, and BTC liquidity, with price elasticity even more exaggerated than the coin price.

$BTC daily selling point: $65413 daily buy point: $63832
$ETH daily selling point: $1938 daily buy point: $1895
$BNB daily selling point: $602 daily buy point: $577
$BTC #BTC $ETH #ETH

Last night I said that only after holding the key sell-zone can there be a next wave; this morning I directly verified it for you.

BTC is currently at 64,946, up 1.79% over 24h. High: 65,157. Low: 63,663. Trading volume: 7.11 billion USDT. Funding rate: 0.01%. Neutral-to-slightly-hot, but not crazy. Price has already pushed up from above the daily line axis at 64,494. It’s just one step away from the daily sell-zone at 65,413.

The morning structure is very straightforward:
1. The low at 63,663 probed slightly below the daily buy point at 63,832. It didn’t break down, and then pulled back—support is still there.
2. The high at 65,157 didn’t give back much after the spike, which suggests sell pressure can’t get through.
3. ETH at 1,924, +1.15%, is stuck right at the doorstep of the daily sell point at 1,938. BNB at 592, +3.33%, continues to lead, already running above the daily axis at 587.
4. Funding rate isn’t high and volume is moderate—this isn’t leveraged frenzy. It’s spot and short-term capital lifting.

Direction is set: short-term data is bullish and the bulls have the edge. But don’t blindly chase right at the sell-point door.

Key levels:
- For BTC, hold above the 64,700–64,494 daily axis; prioritize 65,200–65,413
- If it effectively stands above 65,413, the next target is dual: 65,800–66,000
- If it breaks below 64,494, the first stop for a pullback-buy is 63,832
- If it smashes through 63,600 again, then we’ll be re-testing the structure of yesterday’s low
- For ETH, only after reclaiming 1,938 do you get quality follow-through; otherwise it continues to chop
- For BNB, as long as the pullback to 587–577 holds without breaking, the trend can be called ongoing

Asian session outlook:
The judgment that it closed last night above the sell-zone holds true; this morning it continues with a follow-through backfill (rebound/continuation). But with funding not hot and volume only average, it looks more like the shorts being passive while the longs probe. If it continues to hold above 64,900 this morning, the target is clear toward 65,413. If it spikes and then pulls back to break below 64,494, that’s a typical fake breakout, and a return to consolidation in the 63,800–64,200 range makes more sense.

One sentence: the bulls lifted people up from the support area, but the sell-zone is right above their heads. You only have the right to talk about a breakout if 65,413 can hold. If it can’t, this rebound is just for the ones taking the bag.

$BTC daily sell point: $65,413 daily buy point: $63,832
$ETH daily sell point: $1,938 daily buy point: $1,895
$BNB daily sell point: $602 daily buy point: $577
$BTC #BTC $ETH #ETH

A giant whale crushes $184 million worth of WBTC + ETH within the month; unrealized profit of $10.8 million is still growing

Lookonchain monitoring: Over the past month, a certain giant whale has kept buying steadily—at an average price of 64,277, they accumulated 1,050 WBTC (about $67.49 million); at an average price of 1,758, they swept in 66.3k ETH (about $117 million). Total position build: about $184 million, with current unrealized profit of $10.8 million.

Current prices: BTC 64,844; ETH 1,920. BTC has just moved above its cost range; ETH still has about 9% room relative to its cost. The funding rate is nearly neutral (BTC 0.0058%, ETH 0.0013%), not a wildly crowded long market—more like a large holder accumulating in batches.

On direction: the data leans bullish. If BTC holds the 63,200–64,000 cost band, look for price to continue toward the upper end; if it falls below 63,200, only then should we discuss cooling off. ETH’s cost at 1,758 is a hard support reference; above that, the first target is around 1,940.

Retail traders are still stuck on intraday gains or losses, but the giant whale has already built a billion-level position with real money. Don’t ask who’s buying—ask yourself whether you’ve followed the pace.

$BTC Daily line sell point: $64,705 Daily line buy point: $63,223
$ETH Daily line sell point: $1,940 Daily line buy point: $1,875
$BTC #BTC $ETH #ETH

Pharos Harbor Total Assets Break $140 Million: RealFi Treasury Quietly Pulls in Money

Pharos Network’s asset aggregation platform, Pharos Harbor, has surpassed $140 million in total assets. Ember Protocol’s treasury TVL is over $60 million. Driven by the Binance Web3 Wallet APC RWA Vault campaign, R25 Protocol has helped Pharos’ TVL rapidly surge past $56 million. Consumer credit, fixed-income, BTC yield strategies, real estate, and tokenized yield have been assembled into a one-stop, institutional-grade RealFi entry point.

BTC is currently priced at 64,662, up 0.97% in 24H, with a funding rate of 0.01%—slightly neutral but mildly higher. ETH is 1,918, up 1.29%. The broader market isn’t going crazy rallying, yet the RWA treasury is first locking up the capital into strategies—this isn’t retail FOMO; it’s institutions using stable cash flow to stake their position.

Key levels: If BTC holds above the daily sell point at 64,705, the bulls’ momentum can continue. A pullback to 63,223 is the first observation zone. For ETH, look for resistance around 1,939.7 above; support is near 1,875 below. As the RWA narrative keeps heating up, capital is more willing to park funds in yield first, then discuss chasing pumps in low-cap alts.

RealFi doesn’t rely on slogans to attract money—it speaks through treasury TVL. $140 million is just the threshold; the next question is who can keep institutional capital onboard.

$BTC daily sell point: $64705 daily buy point: $63223
$ETH daily sell point: $1940 daily buy point: $1875
$BNB daily sell point: $576 daily buy point: $567
$BTC #BTC $ETH #ETH $BNB #BNB

3,000 BTC cashed into Kraken: $194 million isn’t “faith”—it’s looking for an exit

An unknown wallet transferred 3,000 BTC at once, worth about $194 million, into Kraken.
With this size, it’s not a retail move—it’s more like an institution/older wallet preparing liquidity on the exchange.
Once an on-chain silent transfer connects to a CEX, the market’s first reaction is always: will there be real sell pressure afterward?

At the current BTC price of about 64,711, it has only rebounded 0.66% over the past 24h. The funding rate is almost neutral (0.01%).
Price is sitting right around the daily sell level. Bulls want to keep blowing the narrative higher, but large deposits will thin out upside elasticity.
On direction, I’m more cautious and leaning bearish: for the short term, prioritize a pullback to digest sell pressure rather than chasing fresh highs overnight.

Key levels:
1. If 64,500–64,700 is lost, downside risk increases—first look around 63,200
2. Only if it stands above 65,000 on volume should we talk about bulls regaining control
3. The real danger isn’t the transfer itself, but whether Kraken starts showing continuous, staged selling

One sentence: the whale moved the coins into the exchange, while retail traders are still shouting “long-term holding”—this script has played out far too many times.

$BTC daily sell point: $64705 Daily buy point: $63223
$ETH daily sell point: $1940 Daily buy point: $1875
$BNB daily sell point: $576 Daily buy point: $567
$BTC #BTC $ETH #ETH

The day session closed back above the daily sell zone; don’t celebrate too early at night.

BTC moved from 63,234 all the way to 64,870, then closed at 64,793, up 0.49% on the day. It doesn’t look painful or dramatic, but structurally it’s crucial: the close is already above the daily sell point at 64,705. Many people are still waiting for a “real breakout,” but price has already put you right in front of resistance.

The full-day replay is clear:
1. The low at 63,234 nearly tagged the daily buy point at 63,223. Support held effectively—this wasn’t a fake dip.
2. The high at 64,870 saw limited pullback after the spike, suggesting selling pressure didn’t manage to push people back.
3. Turnover was 10.87B USDT. The funding fee was close to neutral at 0.01%. This isn’t leverage mania; it’s spot and short-term capital pushing.
4. ETH moves in sync: 1,922, +0.41%, stuck below the daily sell point at 1,940. BNB is the craziest today: 590, +3.36%, directly ripping past the daily sell point at 576.

The direction is clear: short-term data is bullish and the bulls have the advantage—but this is not an environment to blindly chase.

Key levels to watch:
- BTC holding above 64,700; at night, focus first on 65,200–65,500
- If 64,700 is lost, the first stop on the pullback back to the daily line is 63,970
- If it breaks down again through 63,500, then it will re-test the 63,200 buy point
- For ETH, only once it clears 1,940 will there be quality follow-through; otherwise it will continue grinding with BTC
- BNB is strong: strength stays strong. Only if the pullback to 576–580 doesn’t break can we call it trend continuation

Night / next-day outlook:
Don’t expect a straight-line rally tonight. Since price is closing above the sell zone, the shorts are already passive. But with fees not hot and volume only average, it feels more like: “shorts are backing off, bulls are probing.” If during the Asian session price keeps holding above 64,700, then tomorrow’s main upside target looks to be around 65,200. If around the US session there is a retreat and it breaks below 64,300, that’s a typical fake breakout, and a more reasonable scenario would be a range between 63,970–63,500.

One sentence: Today isn’t a day for a blow-off surge—it’s the day bulls lift the shorts off the support. Only if the sell zone can be held do you earn the right to talk about the next leg. If it can’t hold, then today’s upside push is just the handoff day for whoever’s buying the bag.

$BTC daily sell point: $64705 Daily buy point: $63223
$ETH daily sell point: $1940 daily buy point: $1875
$BNB daily sell point: $576 daily buy point: $567
$BTC #BTC $ETH #ETH

Circle keeps smashing another $250 million into Solana with USDC—did the stablecoin ammunition arrive first?

Circle’s USDC Treasury has just added the minting of 250 million USDC on the Solana network. This isn’t routine small refills; it’s a one-time, cash-on-hand stockpile of stablecoin ammunition for the Solana ecosystem. It can be used for payments, market making, and fund transfers.

On the market side, the reality is a bit cooler: BTC is currently at 64,655, up only 0.40% over 24H, with a funding rate of 0.01%—the longs really didn’t sprint ahead. SOL is at 74.13, up slightly 0.45%, and the funding rate is close to neutral. Large-scale stablecoin minting in the short term is more like a signal of improved liquidity; it doesn’t mean the price will immediately fly.

Anyone who translates “minting” directly as “pump-then-rip higher” is basically gaslighting themselves.

In terms of direction, the data leans slightly bullish—but it’s only a structural tilt, not a surge of hype. For SOL, first look for resistance around 74.7; only if it holds will there be room to push higher. If it drops back to 72.4, sentiment will be hit back to square one. As for BTC, it’s stuck just below the 64,705 daily sell point; until it breaks through, don’t overstate the positioning narrative.

Snarky takeaway: stablecoins get printed on-chain first, while the contracts are still out here slowly pacing around the whetstone. Liquidity is coming—but it doesn’t mean retail investors’ imagination is automatically entitled to it.

BTC daily sell point: 64705 daily buy point: 63223
ETH daily sell point: 1940 daily buy point: 1875
BNB daily sell point: 576 daily buy point: 567
$SOL #SOL $BTC #BTC

Visa CEO’s Comments: Not Betting on a Single Stablecoin; Open USD Is Just a Piece of the Ecosystem

During the earnings call, Visa CEO Ryan McInerney made it clear: Visa is not in the stablecoin race to pick winners, but to help customers securely and at scale integrate into the stablecoin ecosystem. Last month, Visa joined more than 140 institutions—including Stripe, Mastercard, BlackRock, and Coinbase—to support the Open Standard. The latter plans to roll out Open USD (OUSD) later this year. The market at one point interpreted OUSD as a challenger to USDT/USDC, but McInerney poured cold water on that—Visa insists on “multi-currency, multi-chain,” and will not bet on a single stablecoin, a single network, or a single underlying infrastructure.

BTC is currently trading at $64,608, up 0.24% in 24h; the funding rate is 0.0084%, hovering near neutral with a slight positive bias. ETH is at $1,921; the funding rate is 0.006%. Stablecoin infrastructure continues to be added as a default option by traditional payments giants—this is a positive for mid-term crypto payments adoption. But in the short term, don’t expect a CEO soundbite to pull an independent行情 out of thin air.

Key levels: For BTC, first look at resistance near $64,700 above; only if it holds can you talk about follow-through. Support to the downside is around $63,200. For ETH, resistance is at $1,940 above, support at $1,875 below. Payments giants “not taking sides” is itself a signal—this stablecoin war won’t be decided by a single card. Retail investors shouldn’t treat ecosystem cooperation as a catalyst for coin prices.

In one sentence: Visa wants the right to charge for the pipeline, not to endorse anyone.

$BTC dayline sell point: $64705 dayline buy point: $63223
$ETH dayline sell point: $1940 dayline buy point: $1875
$BNB dayline sell point: $576 dayline buy point: $567
$BTC #BTC $ETH #ETH

Gumi teams up with SBI to invest $18.3 million into BTC and major altcoins

Japanese game developer Gumi officially announced: this Saturday, it will launch an approximately 3 billion yen (about $18.3 million) crypto fund together with SBI Financial Services. Other participants such as the Daiwa Securities Group will co-invest. The fund will be operated by the SBI Crypto Fund (SBI 51%, Gumi’s subsidiary gC Labs 49%). It will mainly invest in Bitcoin and major altcoins, and will also engage in activities such as collateral staking, rebalancing, and hedging.

Gumi itself has not been vague either—by April 30, 2026, the company will hold 14.13 billion yen in crypto assets, which is nearly doubling over one year. More directly, the intention is clear: first connect the Japanese corporate side with the crypto market, then, when Japan’s crypto ETFs are loosened, there will be an operating track record to show.

At present, BTC is trading around $63,955, down slightly about 0.72% over 24 hours. The funding rate is close to neutral but slightly positive; ETH is around $1,901 and is moving weaker in sync. Institutional players are still pushing money into BTC via fund/treasury channels, but price is getting stuck near the daily chart area. Don’t rush to assume “Japanese capital is coming in” will immediately trigger a surge. On the data, bullish dominance is still higher; the key is whether it can hold steady and then rebound toward the area near the daily sell point.

Key levels: For BTC, first watch whether support around $63,200 holds. Continuation only makes sense if it stands above $64,700. For ETH, watch support at $1,875, with resistance at $1,940.

Japanese listed companies are accumulating coins while issuing funds; retail investors are still debating whether to get on board. The capital route has already gone further than sentiment.

$BTC daily sell point: $64,705 daily buy point: $63,223
$ETH daily sell point: $1,940 daily buy point: $1,875
$BNB daily sell point: $576 daily buy point: $567
$BTC #BTC $ETH #ETH $BNB #BNB

XRP ETF sees another $580,000 inflow: the price still drops first for you to see

In the U.S. Eastern time on July 29, the spot XRP ETF had a one-day net inflow of $584,700, nearly all thanks to Franklin XRPZ. The cumulative net inflow in history has reached $1.496 billion. Total net asset value is about $989 million, and the ratio of XRP net assets is 1.48%.

Money is coming in, but the coin price won’t give you face. Current price is $1.075, down about 1.2% over 24 hours. Funding rate is only 0.01%, and bullish sentiment is rather cold. Institutions are slowly accumulating, while the market first kills the sentiment on the chart—this is the classic rhythm of “funds arrive first, price follows later.”

On direction, the data is slightly bullish, but don’t chase. If price holds above the $1.06 daily-line buy point, then take a look again; if it breaks down, don’t stubbornly hold. Around $1.09 is clear resistance—if it can’t push through, just assume institutions are quietly doing “brick-by-brick” trading within the range.

A daily inflow of $580,000 doesn’t sound huge, but consecutive positive inflows are more convincing than one day of selling pressure of tens of millions. When the price doesn’t cooperate, that’s often when accumulation is truly happening.

$XRP daily sell point: $1.09 Daily buy point: $1.06
$BTC daily sell point: $64705 Daily buy point: $63223
$ETH daily sell point: $1940 Daily buy point: $1875
$XRP #XRP $BTC #BTC $ETH #ETH

US AI chain drops over 10%—is BTC still acting like nothing’s wrong while sitting at 64,000? This is “insensitivity,” not “resistance to drawdowns”

At midday, the market looks flat on the surface, but underneath it’s all loaded with risks.

BTC is currently at 63,998, with almost zero change over the past 24 hours and trading volume of $11.33B. Earlier it nearly touched the daily sell zone at 64,705, then after tapping it, it chickened out and slid back. Now it’s just hovering a few ticks above the PP 63,970, as if walking a tightrope over the PP. ETH is even weaker: 1,901, down 0.17%, and volume at $8.71B doesn’t lag behind BTC, yet it can’t even hold above PP 1,905.

BNB is green, up 0.56% to 572, but volume is only $0.2B. This kind of “green” is a smile, not a leadership rally.

Outside looks worse:
1. Last night, US stocks took a heavy hit. AI high-beta names broadly fell more than 10%. The VIX jumped, and risk appetite had already started breaking down.
2. Another missile strike report comes from the Iranian Qeshm Island residential area—geopolitical heat hasn’t cooled.
3. Ark trimmed crypto-related equity holdings such as Bitmine, Block, and Robinhood. Institutional positions are retreating.
4. Multicoin and Bitwise keep feeding HYPE into exchanges. Combined they’re about $8.74M, and the supply pressure signals haven’t stopped.

What about funding rates? BTC at 0.0096%, ETH at 0.0076%—nearly zero. This isn’t bullish strength; it’s that both sides are too afraid to add risk. And this structure is the most dangerous: when risk assets outside are getting hammered, but the crypto market is still grinding in a narrow range—once liquidity gets pulled, stop-loss orders will line up on their own.

The direction is clear: short signals dominate, and downside risk is increasing.
1. If BTC loses PP 63,970 again, the next target points directly to the daily buy zone at 63,223.
2. If you rebound into 64,500–64,700, it’s still distribution—don’t treat the pullback as a reversal.
3. If ETH can’t hold 1,875, the weak ETH/BTC will continue dragging down altcoin risk appetite.
4. Only if price regains 64,700 and holds with volume will the bulls have the right to speak again.

Midday strategy is simple: use the rebound above 63,970 as a window to reduce exposure—not as a “start of the uptrend” signal. If it loses 63,200, don’t pretend it’s faith. Geopolitical + US stock risk appetite is still draining liquidity—right now, crypto isn’t “the hero that fights through drawdowns,” it’s just reacting late.

$BTC daily sell point: $64,705 Daily buy point: $63,223
$ETH daily sell point: $1,939.7 Daily buy point: $1,875.0
$BNB daily sell point: $576 Daily buy point: $567
$BTC #BTC $ETH #ETH

Iran conflict flares up again, stocks tumble in the U.S.; crypto trades in a narrow range
📰 Crypto Morning News | 2026-07-30 09:00

🔥 Major Events
1. Missile attack hits residential area on Iran’s Qeshm Island; geopolitical risk rises again — Tasnim says the strike hit the Qeshm Island residential area; reports of explosions in Abadan, with areas around Shadgan also targeted—risk assets under pressure.
2. Brent crude falls $1.04 to $89.70 per barrel — Geopolitics and a pullback from oil price highs intertwine; energy remains the macro theme.
3. U.S. stocks close sharply lower; AI stocks broadly drop more than 10% — Dow -2.19%, S&P -1.52%, Nasdaq -1.74%; VIX +13.45%. KLA -10.8%, Micron -9.94%.
4. Ark Invest trims Bitmine, Block, Robinhood, and Bullish — Total sales of roughly $4.45 million in related stocks; institutions take a more cautious stance on crypto equities.

📊 Market Data
5. BTC around $63,739, nearly flat over 24h (-0.06%) — High/low: 64,715.9 / 63,234; volume about $11.6 billion; funding rate about 0.0093%.
6. ETH down 0.34% to about $1,903, slightly weaker than BTC — High/low: 1,935 / 1,870.26; volume about $9.24 billion; funding rate about 0.0036%.
7. BNB ticks up against the trend, +0.22% to $572.85 — Outperforms most majors, showing relative resilience.
8. XRP down 0.36% to $1.072 — High/low: 1.0934 / 1.0615; volume about $600 million.
9. Silver up 1.3% to $57.881 per ounce; gold slightly higher — Gold 4,072.86 (+0.14%); safe-haven pricing remains active.
10. BVIX falls while EVIX rises — BVIX 36.92 (-3.07%), EVIX 53.3 (+1.58%).
11. Multicoin and Bitwise together deposit about $8.74 million worth of HYPE again — Multicoin about 7.51 million, Bitwise about 1.23 million; institutional sell-pressure continues.
12. A giant whale longs about 37,200 SKHX contracts, notional about $34.28 million; unrealized loss $2.26 million — Previously, three consecutive positions each lost more than $1 million.

🏛️ Regulatory Policy
13. U.S. senators plan to tighten the moral clauses in the CLARITY Act — Tillis and Gallego’s preliminary draft would limit ties between senior officials and crypto, targeting Trump’s crypto business.
14. Anchorage: a proposed Fed payment account cannot replace the main account — No FedACH, balance limits, no intraday liquidity, and no interest paid.
15. USD/CNH 6.7607; USD/JPY 163.486 — FX moves in a narrow range; macro is neutral but cautious.

💡 Project Updates
16. Upbit to list USDG on KRW, BTC, and USDT markets — South Korea’s leading exchange adds support for Global Dollar trading.
17. Stablecoin protocol Ebisu gradually shuts down; front-end disabled on Oct 30 — Minting paused; confirms no token listings and no airdrops.
18. Arm Q1 revenue up 22% year over year, beating expectations; data-center royalties double — Revenue 1.29 billion, EPS 0.45 above forecast; AGI CPU expected orders exceed $2 billion.
19. Institutions reduce HYPE holdings; exchange top-up pressure rises — Supply and sell-pressure expectations heat up.
20. RWA tokenization in U.S. equities remains hot, but risk-asset pricing weakens — After a sharp drop in U.S. stocks, asset volatility may be amplified.
21. Middle East conflict + energy pricing keep pressure on risk-asset correlations — Crypto’s high beta tracks fluctuations in risk appetite.

📊 Market Snapshot: BTC 63,739.3 (-0.06%) funding rate 0.0093% | ETH 1,903.08 (-0.34%) funding rate 0.0036% | BNB 572.85 (+0.22%)
📍 Daily buy/sell levels: BTC sell 64,705 | buy 63,223 / ETH sell 1,940 | buy 1,875 / BNB sell 576 | buy 567

$BTC #BTC $ETH #ETH

BTC is grinding below the daily-axis pivot. If it fails to break R1, that’s basically handing bullets to the shorts.

63855, down 0.1% over 24 hours. It looks like stagnant water, but the pivot has already written its attitude all over your face.

Yesterday’s high was 64716—almost touching the daily sell entry at 64705, just tapped and then pulled back. Now the price is sitting below PP 63970. Neither the longs dare push higher, nor do the shorts manage to slice through cleanly. Funding rates: BTC 0.009%, ETH 0.004%. Nearly zero, meaning both sides have shrunk into cowards—no one wants to make the first move.

This kind of market is the most annoying. It’s not a crash that teaches you—it grinds until you lose your mindset. ETH is even more timid: 1909, down 0.3%. Volume is 9.23B and still doesn’t beat BTC—want the main upswing? Don’t dream. BNB is the only one green on the day: 573.8, up 0.26%, but volume is only 0.18B. This green is “to accompany,” not “leading.”

The direction is very clear: the short-side signals are dominant.
1. If BTC can’t reclaim 64000, let alone the daily sell point 64705, then above is just distribution.
2. If PP can’t be held, the next stop directly targets the daily buy point 63223
3. Funding is fine and volatility is compressed. Once volume expands and it breaks down, the stop-loss crowd will basically self-crash

The early-session strategy isn’t complicated: only above 64000 do the longs have the right to talk; around 63800, keep grinding—treat it as an ineffective rebound; break below 63200 and downside space opens—don’t pretend you have faith while you’re still halfway up the hill.

$BTC daily sell point: $64705 daily buy point: $63223
$ETH daily sell point: $1939.7 daily buy point: $1875.0
$BNB daily sell point: $576 daily buy point: $567
$BTC #BTC $ETH #ETH

PIPEDOG 7 Hours 77x: $16,000 principal grows to $1.2 million in floating profit

Lookonchain monitoring: an address purchased 293.75 million PIPEDOG about 6 hours ago by spending 8.39 ETH (about $16,000), then sold 34.55 million tokens to get back 32.67 ETH (about $62,000). It still holds 259.2 million tokens, with a market value of about $1.18 million. Its total floating profit has already exceeded $1.2 million, for a return of roughly 77x.

Don’t get too envious. Meme “critical hits” at this speed are essentially a combination of extremely low liquidity + very early entry—not a strategy template that everyone can copy. What you’re seeing are survivor screenshots; what you’re not seeing are 99 buried wallets in the same theme.

In terms of the broader market: BTC is trading around $63,844, up about +0.34% over the last 24 hours; the funding rate is close to neutral but slightly bullish. ETH is around $1,898, down about -0.36% over the last 24 hours. The overall market is just a slow, lukewarm rebound—not a full risk-on reset. Occasional 100x memes are more like localized capital rotation, not a clear “major uptrend” signal.

Directionally: the bulls still have the edge, but the pace is sluggish. For 100x-type memes like this, it’s more reasonable to treat them as samples of market sentiment rather than as a position template. For BTC, watch resistance near $64,439; support is around $63,014. For ETH, look at $1,948 / $1,875.

In one sentence: while someone else turned 77x in 7 hours, you first need to ask yourself—when you enter, are you in the top 0.1%, or are you the one buying the bag that’s behind the last 99%?

$BTC daily line sell point: $64,439 daily line buy point: $63,014
$ETH daily line sell point: $1,948 daily line buy point: $1,875
$BTC #BTC $ETH #ETH

Bernstein cuts Circle’s target price to $140, downplays the Open USD threat

Wall Street is changing its tune again. Bernstein cut Circle’s target price from $190 to $140, but still kept an Outperform rating. The reason: the Open USD alliance supported by more than 140 institutions, including Visa, Mastercard, and Stripe—its threat is lower than what the market had expected.

The core numbers are tougher: Circle closed at $64.32. Q2 USDC end-of-period supply is about $73.0 billion (vs. $77.0 billion in Q1), with average supply around $76.0 billion. SOFR averaged 3.62%, reserve return was 3.46%, and reserve income was roughly $655 million. On Hyperliquid, the USDC balance climbed from $5.0 billion to over $6.0 billion. Annualized gross reserve income is about $210 million, of which roughly $190 million is shared with exchanges. Bernstein also lowered its year-end 2026 USDC supply forecast by 37% to $83.0 billion, and trimmed EBITDA by 12% in tandem.

Big downgrade to the target price, yet the rating stays firm—classic example of bad news packaged as neutral. For the broader market, BTC is currently at 64,098, up just 0.49% over 24h, and funding rates are near zero. ETH, however, is down nearly 1%. When the stablecoin-growth narrative cools off, don’t expect risk assets to be propped up hard by an USDC story. Short-term bearish signals look more pronounced: if BTC can’t hold above the 64,400 supply/sell-pressure zone, looking back to the 63,000 support level is more realistic.

In one sentence: Analysts cut their target price but don’t change the rating—whether the market trusts the numbers or the narrative is up to you to weigh.

$BTC daily sell point: $64,439 daily buy point: $63,014
$ETH daily sell point: $1,948 daily buy point: $1,875
$BNB daily sell point: $578 daily buy point: $564
$BTC #BTC $ETH #ETH $BNB #BNB

Morgan Stanley MSSE Listed on the Market—Are ETH ETF Funds Flowing Back?

On the U.S. East Coast on July 28, Morgan Stanley’s Ethereum trust, MSSE, was officially listed on NYSE Arca. The number of spot ETH ETFs expanded to 11. On the first day, net inflows reached $5.15 million, trading volume was $19.03 million, and total net asset value was $6.18 million—its scale isn’t large, but it adds another compliant on-ramp for Wall Street.

On the same day, spot ETH ETFs in aggregate saw net inflows of $14.53 million. BlackRock’s ETHB pulled in $5.91 million in a single day, bringing its historical cumulative net inflows to $529 million. Across the entire market, spot ETH ETF total net asset value is about $10.5 billion, accounting for 4.53% of ETH’s market cap. Historical cumulative net inflows amount to $11.21 billion.

Spot ETH is around $1,909, up 1.5% over 24 hours. The funding rate is close to neutral but slightly bullish. Institutional channels are getting stronger, yet the price is still grinding around 1,900—either the flows haven’t been fully priced in, or the market is waiting for a bigger catalyst. In the short term, longs have the edge. The key is whether 1,948 can hold; a pullback toward 1,875 would be the real support zone.

Wall Street has lined up the ETF shelves, while retail traders are still debating whether 1,900 is too expensive—the scene feels all too familiar.

$BTC daily sell point: $64439 daily buy point: $63014
$ETH daily sell point: $1948 daily buy point: $1875
$BNB daily sell point: $578 daily buy point: $564
$ETH #ETH $BTC #BTC $BNB #BNB

Tokenization of institutions accelerates; major coins see a mild rebound
📰 Crypto Evening News | 2026-07-29 21:00

🔥 Major Events
1. **Bank of New York Mellon advances fund transfer record tokenization on-chain** — covers approximately $8.6 trillion in business, with early services for large asset-management clients.
2. **A certain non-mainstream stablecoin stops issuing new supply** — after cumulative trading of over $102 billion, daily volume falls by about 96% from its peak.
3. **A predictive market platform establishes a research institution** — funds academic studies to replace traditional polling.
4. **WTI crude oil jumps 6% intraday to $83.02** — sharp energy gains may ruffle risk-asset sentiment.

📊 Market Data
1. **BTC around $64,252** — 24h +1.152%, trading volume about $9.08 billion USDT.
2. **ETH around $1,904.52** — 24h +0.684%, trading volume about $9.20 billion USDT.
3. **BNB around $569.73** — 24h +0.165%, consolidating in a narrow range.
4. **Funding rates neutral but slightly positive** — BTC about 0.002878%, ETH about 0.007421%.

🏛️ Regulatory Policy
1. **Strengthening digital asset protection at the U.S. state level** — clarifies self-custody and related compliance arrangements.
2. **U.S. crypto legislative engagement continues** — texts related to market structure remain under multi-party discussion.
3. **South Korea to limit retail exposure to leveraged ETFs** — and maintain 24-hour stock market monitoring.
4. **Liquidation of leveraged ETFs in Korea nearly complete** — institutional de-leveraging is about 90%, with conditions for reallocation.

💡 Project Updates
1. **Bitget to list GRVT spot** — deposits are open; trading opens on July 30 at 22:00.
2. **Large banks push tokenized deposits and on-chain settlement** — RWA moves from pilot to production rollout.
3. **Rising cross-research between prediction markets and AI** — event-trading data may become a new input source.
4. **Compliance stablecoin network effects further strengthen** — after non-mainstream assets shrink, liquidity concentrates more.

📊 Market Snapshot: BTC $64,252.1 (+1.152%), funding rate 0.002878%; ETH $1,904.52 (+0.684%), funding rate 0.007421%.
📍 Daily buy/sell levels: $BTC sell point $64,438.7 | buy point $63,014.3 / $ETH sell point $1,948.08 | buy point $1,875.0 / $BNB sell point $577.64 | buy point $564.03

$BTC #BTC $ETH #ETH

Institutional tokenization speeds up as major coins rebound gently
📰 Crypto Evening News | 2026-07-29 21:00

🔥 Major Events
1. **Bank of New York Mellon advances fund transfer record tracking on-chain** — covering roughly $860 billion in business, initially serving large asset management clients.
2. **A certain non-mainstream stablecoin stops issuing new tokens** — after total trading volume exceeds $102 billion, daily volume falls about 96% from the peak.
3. **A prediction market platform establishes a research institute** — funding academic studies as an alternative to traditional public opinion polls.
4. **WTI crude oil jumps 6% intraday to $83.02** — rapid energy gains may disrupt sentiment in risk assets.

📊 Market Data
1. **BTC around $64,252** — 24h +1.152%, trading volume about $9.08 billion USDT.
2. **ETH around $1,904.52** — 24h +0.684%, trading volume about $9.20 billion USDT.
3. **BNB around $569.73** — 24h +0.165%, consolidating in a narrow range.
4. **Funding rate neutral, slightly positive** — BTC about 0.002878%, ETH about 0.007421%.

🏛️ Regulatory Policies
1. **Strengthening digital asset protection at the U.S. state level** — clarifying self-custody and related compliance arrangements.
2. **Ongoing U.S. crypto legislative engagement** — texts related to market structure are still being discussed among multiple parties.
3. **South Korea to limit leveraged ETF retail exposure** — while maintaining 24-hour stock market monitoring.
4. **Leveraged ETF position closures in Korea near completion** — institution-driven de-leveraging is about 90%, creating conditions for reallocation.

💡 Project Updates
1. **Bitget to list GRVT spot** — deposits are open; trading opens at 22:00 on July 30.
2. **Large banks push tokenized deposits and on-chain settlement** — RWA moves from pilot to production rollout.
3. **Rising cross-research between prediction markets and AI** — event-trading data may become a new input source.
4. **Compliance stablecoin network effects further strengthen** — after contraction among non-mainstream options, capital becomes more concentrated.

📊 Market Snapshot: BTC $64,252.1 (+1.152%), funding rate 0.002878%; ETH $1,904.52 (+0.684%), funding rate 0.007421%.
📍 Daily Buy/Sell Levels: $BTC sell point $64,438.7 | buy point $63,014.3 / $ETH sell point $1,948.08 | buy point $1,875.0 / $BNB sell point $577.64 | buy point $564.03

$BTC #BTC $ETH #ETH

BTC moved from 62,660 to 64,480 during the day—dare you to chase it in the night session?

First, review the full day based on facts: BTC’s low was 62,660, the high was 64,716, and it closed at 64,480, up +1.65% on the daily. ETH is even more aggressive: +2.05% to 1,914. Trading volume was 9.4 billion USDT, surpassing BTC’s 9.0 billion. XRP led the way, up +3.35% to 1.084. This daytime move wasn’t idle sentiment—the repair came from both price and volume.

Don’t pretend you can’t see the key levels. BTC’s current price is already above the daily sell point at 64,439, which is “the probing zone after clearing the pivot.” The funding rate is still around 0.004%, meaning almost nobody is rushing to long. This rebound doesn’t look like leverage mania—it’s more like short covering + spot support. ETH’s funding rate is 0.008% as well, not overheated. If someone is shouting “the trend reversal has been confirmed” at this spot, open the funding chart first.

Get the direction clear: the night session is biased bullish, but I only accept it above the 64,000 structure.
1. Hold 64,000–64,200; the next targets are 64,700–65,000. Only after holding 65,000 do we talk about higher.
2. If 64,000 breaks, then the daytime rebound is invalid. Recheck the 63,550 pivot; if it’s weaker, it will directly test the 63,000 buy zone.
3. ETH is stronger than BTC. Above 1,910 comes first. The overhead resistance is the 1,948 daily sell point. If it loses 1,875 (the buy point), linked risk will expand immediately.

Retail traders’ favorite move is to “play dead” at the daytime low, then chase at the high in the night session. Today’s low has already been given—if you do FOMO now, the odds clearly get worse. Don’t bet on emotion in the night session. Watch three things: whether 64,400 can hold, whether the funding rate suddenly spikes upward, and whether ETH can keep setting the pace.

Next-day outlook: As long as BTC’s daily close is above 64,000, tomorrow’s open remains bullish-leaning. If it draws long upper wicks and closes back below the pivot, that’s the classic fake breakout—downside risk increases. Don’t treat the rebound as faith; let price speak.

$BTC daily sell point: $64,439 Daily buy point: $63,014
$ETH daily sell point: $1,948 Daily buy point: $1,875
$BNB daily sell point: $578 Daily buy point: $564
$BTC #BTC $ETH #ETH