Strategy has now gone five consecutive weeks without buying Bitcoin — its longest confirmed accumulation pause in nearly two years.
But the headline “Saylor stopped buying” misses the more important balance-sheet story.
Strategy still holds 843,775 $BTC. The company has not sold additional Bitcoin during the latest reporting period. Instead, it raised roughly $544.5M by issuing new $MSTR shares and increased its USD reserve to approximately $3.75B.
Why raise cash instead of buying more Bitcoin?
Strategy operates through capital markets. Its ATM program allows the company to sell newly issued shares directly into the market over time. Historically, much of that capital was converted into BTC. Today, management appears more focused on liquidity, dividends, preferred-stock obligations and balance-sheet flexibility.
The bullish interpretation:
Strategy is protecting its treasury model during a difficult funding environment. A larger cash reserve reduces the probability of forced Bitcoin sales and gives the company dry powder if BTC or MSTR valuations become more attractive.
The bearish interpretation:
The accumulation engine depends on Strategy being able to issue securities on favorable terms. With $MSTR sharply lower this year and the premium to Bitcoin NAV under pressure, issuing shares to buy BTC may no longer create the same accretive effect.
Strategy did sell 3,588 BTC for roughly $216M earlier in July, but that represented less than 0.5% of its total holdings. The latest activity is primarily equity issuance and reserve building — not another Bitcoin liquidation.
This does not necessarily mean the Bitcoin thesis is broken.
It does mean the “buy forever” strategy is becoming more conditional on liquidity, capital-market demand and the valuation of $MSTR itself.
Price continues to trade below the 20 & 50 EMA, keeping short-term momentum on the bearish side. However, RSI is approaching oversold territory, suggesting selling pressure may be losing strength.
The $0.67–$0.70 area remains the most important support. Holding this level could set up a relief rally toward $0.72–$0.74, while a confirmed breakout above that resistance would improve the technical outlook and bring $0.78 into focus.
On the downside, losing support could expose $0.65 as the next target. Token unlocks and this week's #FOMC meeting remain important catalysts, while #Bitcoin will likely continue to dictate overall market direction.
For now, patience is key. The next high-volume move should reveal whether #SUI is building a base or preparing for another leg lower.
Two major catalysts are on every investor's radar:
• The FOMC meeting (July 28–29), which could shape expectations for interest rates and liquidity. • The CLARITY Act, which remains stuck in the Senate, leaving regulatory uncertainty unresolved.
Bitcoin continues to hold key support while the broader market consolidates. The next significant move will likely depend on macro signals from the Fed and any progress on the regulatory front.
Volatility is expected to increase as these events unfold.
What do you think will have the bigger impact this week: the Fed or regulation?
Markets are entering a wait-and-see phase ahead of this week's FOMC meeting.
• $BTC is holding above the key $65K level after rejecting higher prices earlier this week. • $ETH continues to show relative strength, outperforming Bitcoin over the last few sessions. • Total crypto market cap sits around $2.3T, while BTC dominance remains near 56%. • Fear & Greed is still in Fear territory, showing that sentiment hasn't fully recovered. • ETF flows remain mixed after a strong inflow streak, suggesting institutions are still active but becoming more selective. • The CLARITY Act remains a key regulatory catalyst, while the Fed is expected to drive short-term volatility.
For now, the market is consolidating rather than trending. The next major move will likely depend on macro headlines and whether Bitcoin can reclaim higher resistance levels.
Are you expecting a breakout or another pullback this week?
Markets are entering a wait-and-see phase ahead of this week's FOMC meeting.
• $BTC is holding above the key $65K level after rejecting higher prices earlier this week. • $ETH continues to show relative strength, outperforming Bitcoin over the last few sessions. • Total crypto market cap sits around $2.3T, while BTC dominance remains near 56%. • Fear & Greed is still in Fear territory, showing that sentiment hasn't fully recovered. • ETF flows remain mixed after a strong inflow streak, suggesting institutions are still active but becoming more selective. • The CLARITY Act remains a key regulatory catalyst, while the Fed is expected to drive short-term volatility.
For now, the market is consolidating rather than trending. The next major move will likely depend on macro headlines and whether Bitcoin can reclaim higher resistance levels.
Are you expecting a breakout or another pullback this week?
Just in: Galaxy Research cuts CLARITY Act 2026 passage odds to 30%. From 50% → 30%. They call it “Hail Mary territory.” Senate clock is running out before the August recess. Polymarket sits around 38%. Regulatory clarity keeps getting pushed further. Institutions are still building, but the bill itself is under heavy pressure. Watch the calendar closely. NFA. DYOR. #Bitcoin #Crypto #CLARITYAct
BREAKING: The EU has added HTX to its Russia sanctions regime.
From Aug. 23, EU persons and companies will be barred from transacting directly or indirectly with the exchange. No asset freeze, but the compliance impact is real.
HYPE is trading around $57 after a healthy correction from its ATH near $77. Despite the pullback, the overall structure remains constructive, with buyers defending an important support zone.
On the daily chart, HYPE is consolidating between $57 and $60. RSI has returned to neutral, while lower timeframes are showing early signs of bullish divergence. Volume remains solid, suggesting interest hasn't disappeared despite the recent correction.
**Key Levels** • Support: $56.60-$57.00 • Major support: $55.00-$52.50 • Resistance: $59.00-$60.00 • Breakout confirmation: Above $60 • Next targets: $63.50, then $66-$70
From a technical perspective, the current price action resembles a healthy consolidation rather than a trend reversal. A daily close above $60 would likely bring buyers back into the market, while losing $55 would increase the probability of a deeper correction.
Fundamentally, Hyperliquid remains one of the strongest projects in the perpetual futures sector. Its fully on-chain order book, growing trading volume, and continued ecosystem expansion keep HYPE among the leading DeFi tokens this cycle.
Overall, I'm cautiously bullish. As long as HYPE holds above the $55-$57 support zone, the broader structure remains intact. The next major signal will be a confirmed breakout above $60.
Solana continues to trade inside a broader consolidation after its sharp correction from the cycle high. While the medium-term trend remains cautious, buyers are actively defending the key $73 support zone, which aligns with the 0.786 Fibonacci retracement and has become the most important level to watch.
On the daily chart, SOL is stabilizing after recent selling pressure. RSI has recovered into neutral territory, suggesting there is room for upside if momentum returns. MACD is flattening and could produce a bullish crossover if buyers maintain control.
Price is still trading below the major moving averages, meaning bulls need to reclaim higher levels before a trend reversal can be confirmed.
**Key Levels** • Support: $73 • Major support: $69-$70 • Resistance: $78-$80 • Next target above breakout: $85-$90
From a fundamental perspective, Solana remains one of the most active blockchain ecosystems. Network activity stays strong, while upgrades such as Alpenglow are designed to improve finality and overall performance. These developments continue to support long-term adoption despite recent price weakness.
The medium-term outlook remains neutral to slightly bearish until SOL reclaims $80. A confirmed breakout above that level could shift momentum quickly and open the door toward the $90-$100 region. Until then, holding the $73 support remains the key signal to watch.
TRON continues to outperform many large-cap altcoins, holding a strong long-term uptrend while much of the market remains range-bound.
On the monthly chart, TRX is trading well above its major moving averages, confirming the broader bullish structure. RSI has cooled from overbought levels, allowing momentum to reset without damaging the trend.
The weekly chart shows healthy consolidation after the rally toward $0.376. Price is holding around the 7W and 30W moving averages, suggesting accumulation rather than distribution. Momentum has flattened, reducing downside pressure.
On the daily timeframe, TRX remains above the 30D and 200D moving averages. RSI has recovered into the mid-50s while MACD has turned slightly positive, signaling improving momentum.
Lower timeframes support this outlook. The 4H chart continues to print higher lows above the 200 MA, while the 1H and 15M charts show buyers consistently defending the $0.328 area.
Fundamentally, TRON remains one of crypto's most active networks with over 394M accounts and more than $2T in USDT transfers. Recent infrastructure upgrades, improved Ethereum compatibility, and inclusion in the S&P Pantera Digital Asset Index strengthen its institutional narrative.
As long as TRX holds above the $0.30 support zone, the primary trend remains bullish. A confirmed break above $0.34 could open the door for another move toward yearly highs.
#Ethereum is quietly building one of the strongest fundamental cases in crypto.
After reclaiming the $1,900 level, momentum is improving while institutions continue accumulating. Companies like BitMine are treating ETH as a treasury asset, and tokenized finance keeps expanding across Ethereum's ecosystem.
What stands out to me isn't just the price action.
• Institutional demand continues to grow. • Layer 2 adoption is accelerating. • Tokenized stocks and RWAs are increasingly settling on Ethereum. • The upcoming Glamsterdam upgrade aims to improve scalability and reduce network friction.
From a technical perspective, ETH has reclaimed an important resistance zone around $1,900. As long as that level holds, bulls remain in control. The next area to watch is around $2,000, where psychological resistance and profit-taking could increase.
The long-term trend is still developing, but the fundamentals continue to strengthen with every quarter.
Ethereum isn't competing on hype anymore—it's competing on infrastructure.
$BNB continues to trade in a tight range, but the structure is quietly improving.
On the lower timeframes (1H–4H), momentum has turned bullish again. Price is holding above the short-term moving averages, the MACD remains positive, and buyers have defended the $565-$568 area multiple times.
On the daily chart, BNB is sitting around the 30 MA with a neutral RSI. A clean break above $575-$580 could open the door for a move toward the $600 psychological level.
The weekly chart is still the biggest hurdle. BNB remains below the 30-week MA, so the longer-term trend hasn't fully reversed yet. Bulls need to reclaim that level to confirm a stronger trend change.
Fundamentally, BNB Chain continues to attract institutional attention. Franklin Templeton's reported expansion into the ecosystem is another reminder that tokenization and real-world assets are becoming a major narrative.
Overall, I'm cautiously bullish.
As long as BNB holds above $565, I expect buyers to stay in control. Losing that level would likely shift momentum back to the bears.
On the lower timeframes, momentum is improving. The 1H and 4H charts are printing higher lows, the MACD is turning positive, and price is fighting to reclaim the 30 MA.
On the daily chart, SOL is trading around the 30 MA while the RSI sits near neutral. Bulls need a clean break above the recent $76-$78 resistance to build momentum. If that happens, a move back toward the low $80s becomes more realistic.
The bigger picture is still mixed. On the weekly and monthly charts, SOL remains below the major long-term moving averages, so the macro trend hasn't fully flipped yet.
Fundamentally, the backdrop keeps improving. Morgan Stanley has expanded crypto access through E*TRADE and filed updated spot ETH and SOL ETF documents, showing institutional interest remains alive even during consolidation.
For now, I'm cautiously bullish.
As long as SOL holds above the recent support zone around $73-$74, buyers remain in control. A break below that level would weaken the short-term structure.