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1,600 BTC mysterious transfer of 102 million: the price gets smashed through 62,000 first

Just appeared on-chain: a transfer between two unknown wallets involving about 1,600 BTC (roughly $102 million). The amount isn’t small, but neither party’s address has been publicly tagged with an identity—so for now, it can only be treated as a “large anomaly.” Don’t rush to imagine some institution-bargain-buying storyline.

At the moment, BTC’s price is around 62,606, down 3.16% in 24H. It has already left the daily-line buy point at 63,832 behind. The range from the high of 65,391 to the low of 62,410—this whole segment is a classic pattern of high-level distribution followed by an emotional sell-off.

The funding rate is only about 0.005%. The longs haven’t been knocked to their knees yet, but it’s also not accurate to say the shorts are surrendering either.

The direction is clear: short-side signals are dominant. First, watch whether price can hold steady around 62,000–62,400. If 62,000 is lost, the next level of resistance will likely keep pressing lower. If there’s a rebound, the real thing to watch is a pullback into the 63,800–65,400 supply zone—that’s the proving ground for the bulls to regain control, not a place to randomly call a reversal.

Large transfers can be intimidating, but the price has already voted with its feet—on-chain is lively, while the market first taught people a lesson.

$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

Bonk Guy Calls Out: The New Chain Meme Keeps Rotating to Manufacture Losses

Bonk Guy (Unipcs) directly points to the current market ailment: for every new public chain that comes out, CT and on-chain traders scramble to push Meme narratives—essentially, it’s just a rotating search for fresh loss opportunities. Two weeks ago, the Robinhood Chain lit up hype around the Base ecosystem, but the momentum didn’t hold. Last week, it was Stable Chain branded as the “next Robinhood,” yet the highest market-cap Meme on that chain has already pulled back by about 90%, and most projects haven’t even managed to accumulate real attention.

He isn’t against Tether / Arc building stablecoin infrastructure, but he’s against forcing every new chain into a Meme-get-rich story. His advice: only focus on networks with an existing user base—like Robinhood Chain, Solana, and BNB Chain. If there’s no ecosystem and no users, the narrative is just air.

Based on the tape: BTC is currently $63,710, down 1.56% over 24H, and it has just broken below the daily buy level. ETH is $1,884, down 1.82% over 24H, with funding rates turning negative. When the broader market is weak, the liquidity “bloodletting” effect of new-chain Memes will only get worse. Bearish signals are clear—prioritize protecting the mainstream, and don’t pay tuition on the “next new chain.”

Key levels: For BTC, first see whether it can reclaim $63,832—if it can’t hold, expect further downside. For BNB, relatively resilient at $593; you can watch the $577 support zone.

In one sentence: New chains keep showing up every day, Memes get buried every day—what survives at the end is never the narrative, it’s the users.

$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 $BNB #BNB $ETH #ETH

Circle secures a New York trust license as BTC and ETH pull back—stablecoins and compliance lines heat up
📰 Crypto Evening News | 2026-07-31 21:00

🔥 Major Events
1. Circle obtains a limited-purpose trust license in New York State — NYDFS grants the trust license, strengthening the compliance foundation for USDC
2. $4 billion Iran sanctions-evasion network involving Shelbit — a Dubai unlicensed platform is accused of moving hundreds of millions
3. COLDCARD warns of Mk3 entropy insufficiency risk — users under certain firmware/seed-generation conditions are advised to migrate immediately
4. SBI Crypto shuts down its Bitcoin mining pool today — about 2% of network hashrate; miners need to migrate
5. Michigan retirement fund increases Strategy by 141% — holdings rise to 14,000 shares, about $1.34 million

📊 Market Data
6. BTC retreats — around $63,737, 24h -1.78%, with trading volume about $8.61 billion
7. ETH weakens — around $1,883, 24h -2.16%, with trading volume about $6.64 billion
8. BNB rises against the trend — around $593, 24h +1.01%
9. Funding rates diverge — BTC slightly bullish overall, while ETH turning negative signals weakness
10. WalletConnect stablecoin weekly trading hits $6.38 billion — up about $1.16 billion week-over-week; USDC leads
11. RWA perpetual narrative heats up — DWF Labs says it may arrive faster than traditional tokenization

🏛️ Regulatory Policy
12. Kraken to launch regulated Europe BTC/ETH options — services built on MiFID licensing
13. Hasett: current data makes it hard to justify a rate hike — U.S. officials signal a more dovish tone
14. Oxford Economics: probability of a September rate hike in the eurozone rises — inflation climbs to 2.9%, energy risks increase
15. Germany crypto tax filing window approaches — growing attention on compliant European tax treatment

💡 Project Updates
16. Hyperliquid launches historical funding-rate data — for revisiting funding rates and position costs
17. HIP-4 permissionless deployment testnet goes live — continued progress on enabling open deployments
18. Gate lists GRVT perpetual — supports 1x–20x leverage
19. USA₮ launches on Celo — issued by Anchorage, backed by Tether, emphasizing mobile payments
20. Falcon Finance fills out USDf consumption scenarios — yield-bearing dollars moving toward spendable utility
21. PancakeSwap appears at the Malaysia Blockchain Week — expanding Asia-Pacific community and brand
22. Stablecoin payments become a main track — compliance, traffic, and new USD assets advance in parallel

📊 Market Snapshot: BTC $63,737.2 (-1.781%) funding rate +0.001899% | ETH $1,882.59 (-2.160%) funding rate -0.002389% | BNB $593.15 (+1.012%)
📍 Daily Buy/Sell Levels: $BTC Sell point $65,413 | Buy point $63,832 / $ETH Sell point $1,938 | Buy point $1,895 / BNB Sell point $602 | Buy point $577

$BTC #BTC $ETH #ETH

BTC 63779, daily buy point breached—does the night session still want to rebound?

A full-day recap at a glance: BTC was hit from the high 65391 all the way down to 63577, closing at 63779, down 1.53%, with turnover of 8.88 billion USD. ETH looks even worse, -2.01%, closing at 1883 and hitting a low of 1876. BNB is pretending to be strong (+0.5%) but can’t stop the broader market from sliding.

The key levels have already been lost.
BTC’s daily buy point at 63832 was pierced; the current price is wobbling just above the intraday low around 63577. ETH’s daily buy point at 1895 also wasn’t held— it slid straight to 1883. This isn’t a fake move; it’s structural damage.

Liquidity isn’t giving anyone face either:
BTC’s funding rate is only +0.0017%—bulls don’t even have the enthusiasm to chase rebounds. ETH’s funding rate turned negative at -0.0033%, and shorts are still getting the edge. If volume doesn’t shrink and the decline isn’t shallow, this looks like someone distributing, not retail getting scared on their own.

The direction is clear: bearish signals are obvious, and downside risk keeps increasing.

Key levels for the night session / next day:
1. If the rebound is capped around 63830–64200 and can’t break through, expect 63200 next; if that breaks, then watch 62500
2. A real turnaround requires at least reclaiming the 64490 axis with volume—otherwise it’s just a dead-cat bounce
3. If ETH around 1880 fails, the next target is 1840–1820; a rebound into 1895–1915 is a de-risking (cutting) window
4. Weekend liquidity is thinner, so the probability of “fake rallies followed by real dumps” rises—don’t treat a night-session spike as a trend reversal

You spent half the day during daytime breaking through the buy point, and at night you’re still hoping faith will hold the line? Data is more honest than slogans. In the night session, prioritize guarding against further downside—don’t treat a rebound as a turning point.

$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

SpaceX’s $100B Unlock Approaches: SPCX Becomes a Barometer of Market Sentiment

Morgan Stanley compares SpaceX to the “maximum dynamic pressure” phase of a rocket launch—its first post-listing earnings report on August 4, followed by an unlocking of about 911.5 million shares worth roughly $100 billion on August 6. This is the first batch of a planned nearly 4 billion-share unlock through January 2027; the main near-term risk is the pressure from early investors cashing out.

Market heat is cooling in parallel: BTC at $63,849, down 1.06% over 24H, with funding rates nearly at zero; ETH at $1,882, down 1.85% over 24H, with rates turning negative. Risk appetite is contracting—SPCX-related positions look more like an amplifier of sentiment than a standalone fundamental narrative.

On direction, bearish signals are clearer. If BTC loses the daily buy level at $63,832, the next watch area shifts toward around $63,000; unless it can reclaim $65,412, any rebound is likely just a repair. ETH, meanwhile, is stuck below the daily buy point at $1,895, with the bulls clearly lagging in momentum.

Key levels: BTC must hold around $63,800—if it breaks, selling may accelerate. Around the time SPCX’s unlocking hits, don’t treat the “narrative” as liquidity.

In one sentence: A $100B unlock is not a good-news preview—it’s a liquidity stress test.

$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

Four.Meme launches US stock meme coin liquidity pools on the US stock market, NVDAb is among the first batch of tradable meme coin ammunition

Four.Meme has just launched Stock Meme: when the project team issues tokens, they can directly use bStocks US stock tokens as the trading liquidity pool. The first batch to be opened includes NVDAb (NVIDIA). This is a joint initiative pushed on BNB Chain by Four.Meme, bStocks, and Binance Wallet, and it’s also one of the first on-chain officially supported US stock liquidity pools.

On the board, BNB is currently at $591, up +2.07% over 24H, with trading volume keeping up. BTC is at $63685 (-1.37%), ETH at $1883 (-1.94%). While major coins are still pulling back, BNB is actually strengthening against the trend. Funding rates are slightly positive for BTC and slightly negative for ETH—neither side looks overly overheated.

In terms of direction, for the short term I favor the narrative continuity in the BNB ecosystem: as long as it holds above $592, the next level to watch is $602. If it breaks below $577, the narrative’s heat is likely to be dragged down by the broader market. The US stock meme liquidity pool is essentially an emotion amplifier—don’t mistake “it can be issued” for “it will rise.”

In one sentence: NVIDIA’s hype is moved on-chain—first look at who’s taking liquidity, don’t start by asking who’s got the better story.

$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
$BNB #BNB $BTC #BTC $ETH #ETH

Strategy Quarterly Report: Loss of 8.2B, Yet Still Hoards 846,000 BTC

Bitcoin treasury company Strategy’s Q2 report is out: it recorded a loss of $8.2 billion (compared with a profit of $10 billion in the same period last year), mainly because BTC’s unrealized mark-to-market losses are on the books. Meanwhile, its holdings once surged to a peak of 846,000 BTC; it now holds 843,775 BTC. This year, it has sold about $218 million worth of BTC to pay preferred share dividends, and it has also paused buying for five straight weeks while prioritizing building up USD cash reserves.

CEO Phong Le says “the buy amount is 48 times the sell amount,” while at the same time pushing its convertible bonds down to $6.7 billion, raising its USD reserves to $2.4 billion, and also posting a BTC liquidation authorization of up to $1.25 billion. The narrative is hardcore: faith hasn’t been lost, but cash flow comes first.

Spot BTC is at $63,978, almost flat over 24H (+0.03%); the funding rate is only 0.01%, and longs are not truly FOMO-ing. People shouting for a breakout at the highs can take a breather—this treasury giant is replenishing cash, not hosting a pump party.

Slightly bearish bias to watch: if it can’t hold the $63,830 daily-line buy zone, the next stop to look at is around $62,000. If the rebound gets rejected near the $65,410 daily-line sell zone, it looks more like a repair than a trend reversal.

One biting line: losing $8.2 billion on the books yet still calling itself the “world’s largest buyer”—that’s earnings-report artistry, not a dip-buying bible.

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

In the morning it was still selling and showing muscle at the door, but by noon it directly smashed the axis through.

BTC is currently quoted at 64,288; in the past 24 hours it is only +0.45%. The high at 65,391 almost touched the daily sell point at 65,413. Then it gave back all the way—its current price has fallen below the daily axis at 64,494, landing in the 63,881–64,494 gap. Trading volume is 8.36 billion USDT, the funding rate is 0.01%, and the heat is average. It simply can’t support a breakout narrative.

The midday structure is brutal:
1. The high at 65,391 pressed right up to the sell point 65,413—just one breath short. It couldn’t break through, so it got dumped. A textbook fake breakout.
2. The axis at 64,494 was lost. The morning condition of “holding steady for the next wave” was invalidated on the spot.
3. ETH at 1,905 (+0.18%) slid back from the sell point at 1,938 down below the axis. The quality of the late follow-through is zero.
4. Only BNB at 590 (+3.04%) is still holding above the axis at 587. Among the alts, it’s the only one still putting on a show.
5. On one side, Strategy keeps throwing money in to add to holdings and institutions chant “accumulate coins.” On the other side, price action at the 65K doorstep is kicking the long-side lifter down—narrative and candlesticks are out of sync again.

Direction is nailed down: short-term bearish signals are clear, and downside risk is increasing. After a fake breakout, priority is to look for a pullback-to-buy point—not to blindly “catch the reversal pocketing profits.”

Key levels:
- BTC 64,494 axis has been lost; any rebound that can’t reclaim above this is a weak repair
- Next stop: first watch the daily buy zone 64,000–63,832
- If 63,832 breaks, then dual lows to watch are 63,600–63,200
- If it can get back above 64,494 and hold, then it earns the right to talk again about 65,200–65,413
- ETH first needs to hold 1,895; break it and it’s bearish confirmation of follow-through
- BNB pull back to 587–577; as long as it doesn’t break, it can still pretend to be strong. If it breaks, the leading-narrative is over

Midday outlook:
That morning move lifted people from support to the doorstep of the sell point, and by noon it proved that selling pressure can be absorbed—but the longs can’t catch it. The funding isn’t crazy and the volume is moderate. It looks more like short-term long profit-taking plus fake breakout liquidation. The institution “hoarding coins” story can continue, but the chart won’t go along with it. At this position, what longs need is to reclaim 64,494. If they can’t, don’t keep pretending the trend is still there.

One sentence: it touched the sell point and rolled back down—didn’t even manage to hold the axis. This isn’t a breakout continuation; it’s a fake breakout pullback. First look at 63,832—don’t play hero halfway up the mountain.

$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

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