For-Exx Kripto

🔐 END OF DAY MARKET REPORT — JULY 27, 2026
🌐 TODAY'S TOP HEADLINES
The U.S. halted air operations against Iran following Oman-mediated talks, while Tehran also suspended retaliatory attacks, increasing the likelihood of ceasefire negotiations.
Trump reiterated that interest rates should be cut and said the chances of reaching an agreement in the Iran talks are high.
Apple overtook Nvidia to become the world's most valuable company again with a $4.94 trillion market valuation.
SpaceX shares fell below $110 after their $135 public offering price.
Growing U.S. debt and concerns over a weakening dollar are driving investors toward Bitcoin and gold.
BitMart announced it will shut down after nearly nine years of operation, following AscendEX and BitMEX.
Storj Labs filed for Chapter 11 bankruptcy protection to restructure legacy debt.
━━━
₿ BITCOIN
BTC continues its fourth consecutive week of gains, trading in the $65,000–$65,500 range.
Easing tensions between the U.S. and Iran, along with expectations surrounding the CLARITY Act, are supporting prices. Forced short liquidations exceeded $200 million over the past 24 hours.
Strategy has not purchased BTC for four consecutive weeks and is building cash reserves. Michael Saylor's social media hint about "a new color" has fueled expectations of a new announcement.
━━━
🔷 ETHEREUM & ALTCOINS
ETH outperformed the broader market with a daily gain of 4–5%, trading between $1,950 and $1,970. The ETH/BTC ratio broke above its 200-day moving average, signaling a potential altseason. Weekly spot ETF inflows into ETH ($103.9 million) surpassed BTC ETF inflows ($33.79 million), while 41 million ETH, representing 34% of the total supply, is currently staked.
Among altcoins, the Polkadot and XRP Ledger ecosystems ranked among the day's top performers, while XRP traded sideways between $1.10 and $1.13. Shiba Inu gained 28% over the week, leading the meme coin sector, while Aave and Ondo posted the strongest DeFi performance over the past 24 hours.
━━━
📋 TOP CRYPTO NEWS
CLARITY Act: Senator Lummis' consolidated draft published on July 22 includes new AML measures and provisions targeting crypto ATM fraud, while disagreements over ethics rules for public officials remain the primary obstacle.
Coinbase CEO Brian Armstrong criticized crypto startups rebranding themselves as AI companies, arguing that blockchain should provide infrastructure for automation rather than compete with it.
BitMart announced it will cease operations, highlighting the ongoing consolidation within the crypto exchange sector.
Storj Labs entered Chapter 11 restructuring while continuing to provide services to customers.
━━━
🔓 TOKEN UNLOCKS
Falcon Finance (FF)
July 28, 2026 – 03:00 TRT
Amount: $7.41 million (5.26% of market cap)
Market Cap: $140.94 million
Recipient Profile: Ecosystem allocation, linear vesting
Selling Pressure: 🟡
Note: Only 23.4% of FF's supply is currently in circulation. This unlock is part of a routine linear emission schedule, limiting the risk of a sudden supply shock.
Midnight (NIGHT)
July 28, 2026 – 03:00 TRT
Amount: $2.54 million (8.59% of market cap)
Market Cap: $29.60 million
Recipient Profile: Glacier Drop / Scavenger Mine participants — broad retail distribution (8M+ wallets), released through a quarterly thawing cycle
Selling Pressure: 🔴
Note: NIGHT has recently been testing key support levels. Its retail-heavy holder base and relatively large unlock compared with market capitalization could increase selling pressure.
━━━
🔭 OUTLOOK & UPCOMING EVENTS
The week's most important macro event is the July 28–29 FOMC meeting. The decision is expected to directly influence market risk appetite and BTC's ability to hold above $65,000.
The Zcash Ironwood upgrade is also scheduled to go live on the same day.
On the CLARITY Act front, July 30 is being watched as the practical deadline for launching the Senate voting process. With the Senate scheduled to adjourn on August 7 before its August 10 recess, the legislative window is narrowing. If missed, the process could be pushed back until September.

27–31 July 2026 | Weekly Risk Calendar (TRT - UTC +3))
🎯 Weekly Theme
This week features one of the busiest combinations of economic data releases and central bank decisions of the year.
The macro backdrop changed dramatically on Thursday. On Friday, Houthi militants attacked two Saudi oil tankers, effectively shutting down the Bab el-Mandeb Strait—the only remaining major export route for Saudi crude after disruptions around the Strait of Hormuz. WTI crude climbed above $100 per barrel, rising roughly 30% during July. As a result, the energy-driven disinflation narrative that emerged after June's CPI report has quickly reversed.
The implications for the FOMC are significant. Market-implied odds of a July rate hike have surged from 10.7% at the beginning of the month to approximately 38%. While most investors still expect rates to remain unchanged, uncertainty surrounding Chairman Kevin Warsh's decision has increased sharply.
With the Federal Reserve intentionally limiting forward guidance, policy uncertainty has become an even larger source of market volatility. Adding to that, the advance Q2 GDP estimate and June PCE inflation data will be released just one day after the FOMC decision, while the Bank of Japan publishes its quarterly Outlook Report on Friday morning.
📅 Economic Calendar
Wednesday – July 29
🇺🇸 21:00 TRT — FOMC Interest Rate Decision
21:30 TRT — Fed Chair Kevin Warsh Press Conference
Markets expect the Federal Funds Rate to remain within the current 3.50%–3.75% range. However, with a 38% probability still assigned to a surprise rate hike, that possibility cannot be dismissed.
This will be Warsh's second FOMC meeting as Chair. His first meeting concluded with a unanimous 12-0 vote to leave rates unchanged.
Since then, energy prices have risen roughly 30%, the Bab el-Mandeb Strait has effectively closed, and expectations for a September rate hike have climbed toward 80%.
Markets will focus on three key questions:
→ Will the Fed keep rates unchanged or deliver a surprise hike?
→ Will Warsh maintain a hawkish "inflation remains too high" tone, or adopt a more cautious "we need additional data" approach?
→ Will he provide any indication regarding September? With Warsh generally avoiding explicit forward guidance, even a single sentence could trigger significant market volatility.
Thursday – July 30
🇺🇸 15:30 TRT — Q2 2026 Advance GDP Estimate
The first estimate of second-quarter U.S. economic growth will reveal how higher energy prices affected consumer spending and business investment.
🇺🇸 15:30 TRT — June PCE Inflation, Personal Income & Personal Spending
The PCE Price Index remains the Federal Reserve's preferred inflation gauge and will be released just one day after the FOMC meeting.
A soft Core PCE reading consistent with June's CPI data would reinforce a wait-and-see approach from the Fed.
A stronger-than-expected Core PCE reading would immediately reignite debate over additional tightening.
🇺🇸 15:30 TRT — Employment Cost Index (ECI), Q2 2026
The quarterly Employment Cost Index is one of the Fed's primary indicators of wage-driven inflation.
Following the strong 0.9% reading in Q1, investors will closely monitor whether wage pressures remain persistent.
🇺🇸 15:30 TRT — Weekly Initial Jobless Claims
All four reports will be released simultaneously.
The combination of GDP, PCE, ECI, and Jobless Claims is likely to generate conflicting signals, increasing the probability of wider spreads, thinner liquidity, and sharp price swings during the first several minutes after release.
Friday – July 31
🇯🇵 Approximately 05:00–06:00 TRT — Bank of Japan Interest Rate Decision & Outlook Report
This meeting includes the BOJ's quarterly economic projections.
Markets currently assign roughly a 96% probability that rates will remain unchanged at 1.00%.
Following June's 25-basis-point increase, investors will closely monitor Governor Kazuo Ueda's guidance regarding the future pace of policy normalization.
Approximately 09:30 TRT — BOJ Governor Kazuo Ueda Press Conference
⚡ Crypto & Market Risks
FOMC (Wednesday 21:00 TRT)
Surprise Rate Hike
An immediate risk-off reaction would likely strengthen the U.S. dollar sharply while triggering leveraged liquidations across cryptocurrency markets.
Rates Unchanged + Hawkish Tone
If Warsh signals another possible hike in September, the dollar would likely strengthen moderately while cryptocurrencies remain under pressure.
Rates Unchanged + Limited Guidance
Minimal forward guidance could increase two-way volatility, leaving markets to interpret the Fed's intentions without clear direction.
Thursday's 15:30 TRT Data Package
Strong GDP + Soft PCE
A combination of resilient economic growth and moderating inflation would support the Fed's decision to remain on hold and could improve sentiment across risk assets.
Weak GDP + Hot PCE
Evidence of slowing growth alongside persistent inflation would reinforce stagflation concerns, representing one of the most challenging scenarios for global risk assets.
Bank of Japan (Friday Morning)
Dovish Outlook
If growth forecasts are revised lower and Governor Ueda maintains a dovish tone, a weaker yen could support global carry trades and improve liquidity conditions.
Hawkish Surprise
A surprise rate increase or unexpectedly hawkish projections could trigger another unwind of global carry trades similar to June's move, increasing the risk of sharp price swings in Bitcoin and Ethereum during typically thin Friday liquidity.
Energy Market Risk
The effective closure of the Bab el-Mandeb Strait has significantly reduced the importance of any improvement around the Strait of Hormuz, leaving two major global shipping routes simultaneously disrupted or at elevated risk.
Any escalation—or meaningful diplomatic breakthrough—could rapidly reprice oil markets, inflation expectations, and cryptocurrency markets throughout the week.

🔐 END OF DAY MARKET REPORT — JULY 24, 2026
━━━━━━━━━━━━━━━━━━━━━━━━━
🌐 TODAY'S TOP HEADLINES
U.S. equities traded modestly higher despite continued selling pressure in the technology sector, as investors positioned ahead of next week's Federal Reserve meeting while assessing the risks associated with elevated AI-related capital spending.
Losses among the "Magnificent Seven" weighed on Nasdaq sentiment, with concerns over AI investment costs contributing to increased market volatility.
Geopolitical tensions in the Middle East and renewed tariff announcements continued to create uncertainty, while higher energy prices kept inflation risks elevated.
South Korea blocked downloads of foreign cryptocurrency exchange applications through Google Play. Exchanges including OKX, Bybit, and MEXC are no longer available to new users due to the absence of local Virtual Asset Service Provider (VASP) registration.
Iranian Foreign Minister Abbas Araghchi criticized the U.S. approach, stating that the lack of mediators is not the primary obstacle to renewed negotiations.
Reports indicate that Pakistan and Iran are exploring a China-backed diplomatic channel for new discussions with the United States.
The Trump administration announced new tariffs ranging from 10% to 12.5% on imports from 60 trading partners.
━━━━━━━━━━━━━━━━━━━━━━━━━
₿ BITCOIN
Bitcoin traded between $63,700 and $65,800 during the session.
Although ETF flows recorded a brief period of net outflows, the broader trend continues to point toward sustained institutional interest.
Key Resistance:
$65,800–66,500
Key Support:
$63,700
━━━━━━━━━━━━━━━━━━━━━━━━━
🔷 ETHEREUM & ALTCOINS
Ethereum traded sideways between $1,850 and $1,900.
Altcoins continued to exhibit selective, low-volume trading activity.
XRP is approaching the important $1.0836 support level. A confirmed break below this area could open the way toward the $1.00 psychological level.
LUNC remained under pressure throughout the day, with the 0.00005045 support level remaining critical for Luna Classic.
━━━━━━━━━━━━━━━━━━━━━━━━━
📋 KEY CRYPTO NEWS
Expectations surrounding the CLARITY Act continue to influence overall market sentiment.
Although ETF inflows have shown signs of recovery, overall market conditions remain fragile.
━━━━━━━━━━━━━━━━━━━━━━━━━
🔓 TOKEN UNLOCKS — JULY 25
H — Humanity
Approximately 266 million H tokens
Approximately $15.6 million
8.6% of circulating supply
Selling Pressure: HIGH 🔴
Avalanche (AVAX)
Approximately 1.67 million AVAX
Estimated value: $10.5–15 million
Approximately 0.23% of total supply
Foundation allocation
Estimated unlock time: Around 12:30 UTC
━━━━━━━━━━━━━━━━━━━━━━━━━
🔭 OUTLOOK & UPCOMING EVENTS
Markets remain in a consolidation phase ahead of next week's Federal Reserve interest rate decision, with traders showing limited willingness to increase risk exposure.
Key events to watch:
July 25 — Humanity (H) token unlock (~$15.6M, 8.6% of circulating supply)
July 28 — Zcash Ironwood Upgrade
July 28–29 — FOMC Meeting: The most important macro event of the month.
August 10 — Effective Senate deadline for the CLARITY Act.

🔐 END OF DAY MARKET REPORT — JULY 23, 2026
━━━━━━━━━━━━━━━━━━━━━━━━━━━
🌐 TODAY'S TOP HEADLINES
U.S. initial jobless claims fell to 187,000, the lowest level in nearly 60 years. The stronger labor market may reinforce expectations that the Federal Reserve could delay interest rate cuts, weighing on risk appetite across both equities and cryptocurrencies.
Following BitMEX's announcement that it will cease operations, BMEX—the exchange's native ecosystem token—plunged more than 90% within a short period. The collapse not only caused substantial investor losses but also reignited debate over the ethical responsibilities associated with exchange-issued tokens.
Brent crude oil has surged 42% over the past 20 days, climbing above $100 per barrel and fueling renewed inflation concerns.
AFX Trade, BSquared Network, and Verus were all targeted by cyberattacks within the past 24 hours. In what many described as "Hackers' Day," the three protocols collectively lost more than $35 million in crypto assets.
President Trump issued a statement on Truth Social warning Iran after Houthi militants attacked Arab vessels overnight.
Tesla maintained its Bitcoin holdings at 11,509 BTC during the second quarter, extending a holding strategy that has remained unchanged for nearly four years.
The European Central Bank left its deposit rate unchanged at 2.25%, matching market expectations.
The U.S. Senate blocked a resolution seeking to limit President Trump's authority to engage in military action against Iran.
━━━━━━━━━━━━━━━━━━━━━━━━━━━
₿ BITCOIN
Bitcoin traded between $64,724 and $66,313 during the session.
Optimism surrounding the CLARITY Act and the return of ETF inflows continue to provide modest support for the market. However, persistent stablecoin outflows and a rally driven more by the absence of sellers than aggressive buying suggest that the current recovery remains fragile.
The $67,000 level continues to represent the key short-term technical resistance. A stronger catalyst will likely be required to break above that level ahead of next week's FOMC meeting.
━━━━━━━━━━━━━━━━━━━━━━━━━━━
🔷 ETHEREUM & ALTCOINS
Ethereum remains below the $1,900 level.
XRP continues consolidating between $1.09 and $1.14, with technical indicators providing mixed short-term signals. Support is located near $1.09, while the first resistance zone stands between $1.16 and $1.18.
GRAM entered today's approximately $52 million token unlock, while Telegram's upcoming wallet integration announcement provides a positive counterbalance to potential selling pressure.
━━━━━━━━━━━━━━━━━━━━━━━━━━━
📋 KEY CRYPTO NEWS
Agreement on the CLARITY Act's ethics provision was necessary to move the Senate voting process forward, but it is not sufficient on its own. The 60-vote cloture threshold, disagreements over SEC and CFTC appointments, and federal preemption provisions all remain unresolved.
Raphael Zagury officially became CEO of Twenty One Capital. Drawing on experience at Goldman Sachs and Deutsche Bank, he is expected to bring a more institutionally disciplined treasury strategy compared with Jack Mallers' aggressive Bitcoin accumulation approach.
The Zcash Ironwood upgrade remains scheduled for July 28, introducing important security and privacy improvements following the Orchard vulnerability.
News surrounding Satsuma's liquidation has renewed debate over Bitcoin ownership concentration.
Jack Mallers stepped down as CEO of Twenty One Capital to focus on Strike, while Tether's plan to combine Twenty One, Strike, and Elektron Energy has reportedly been abandoned. Zagury now oversees the company's treasury of 43,514 BTC, while XXI shares declined approximately 15%.
ETF inflows have returned and exchange Bitcoin balances continue falling. However, ongoing stablecoin outflows suggest that markets have not yet attracted the fresh capital needed for a sustainable breakout.
Kalshi launched Ethereum perpetual futures, making ETH the second major cryptocurrency available on the CFTC-regulated prediction and derivatives platform.
Plume and Ether . fi introduced a new yield-generating real-world asset vault backed by a $100 million private allocation.
The effective Senate deadline for the CLARITY Act remains August 10. Failure to pass the legislation before then would likely delay further action until mid-September, leaving the regulatory framework for roughly $680 billion in altcoin market capitalization unresolved.
According to VanEck, Bitcoin derivatives markets still point to lingering selling pressure, while Bitfinex analysts argue that Bitcoin's recovery toward $66,990 has been driven more by a lack of sellers than by strong buying demand.
━━━━━━━━━━━━━━━━━━━━━━━━━━━
🔓 TOKEN UNLOCKS — JULY 24
SOSO | July 24 — 12:00 TRT
Approximately 23.46 million SOSO (~$6.73 million)
6.78% of circulating supply
Selling Pressure: MEDIUM 🟡
H — Humanity | July 25 — 03:00 TRT
Approximately 266.47 million H (~$15.6 million)
8.6% of circulating supply
Selling Pressure: HIGH 🔴
This represents the largest token unlock of the week by token quantity and could have a meaningful impact given the project's relatively limited market liquidity.
Total Unlocks (July 24–25): Approximately $22.3 million.
Humanity (H) carries the highest proportional supply risk.
━━━━━━━━━━━━━━━━━━━━━━━━━━━
🔭 OUTLOOK & UPCOMING EVENTS
Markets approach the end of the week facing two major uncertainties: the shrinking timeline ahead of the August 10 CLARITY Act deadline and the July 28–29 FOMC meeting.
Kalshi's implied probability of approximately 72% suggests that markets have partially priced in expectations for a Senate vote, although the probability of the legislation actually becoming law remains significantly lower.
At the FOMC meeting, investors will closely watch whether Governor Kevin Warsh maintains a hawkish tone despite softer CPI and PPI data. That decision could determine whether Bitcoin is able to break above the key $67,000 resistance level.
Key events to watch:
July 25 — Humanity (H) unlock (~$15.6M, 8.6% of circulating supply)
July 28 — Zcash Ironwood Upgrade
July 28–29 — FOMC Meeting: The most important macro event of the month.
August 10 — Effective Senate deadline for the CLARITY Act.

BMEX Collapse: Where Does Responsibility Begin When an Exchange Shuts Down?
Following BitMEX's announcement that it will cease operations, the exchange's native ecosystem token, BMEX, lost more than 90% of its value within a very short period. This dramatic decline has reignited debates not only about investor losses but also about the ethical responsibilities of centralized exchanges that issue their own tokens.
While shutting down an exchange may be a business decision, the near-total collapse of a token whose utility depends entirely on that platform raises an important question: Were investors adequately informed about the risks?
Why Did BMEX Collapse So Dramatically?
BMEX derived its value primarily from the BitMEX ecosystem. Benefits such as trading fee discounts, staking rewards, and platform-specific incentives only existed as long as the exchange remained operational.
Once the shutdown was announced, the token's economic model largely disappeared. When a digital asset loses the ecosystem that gives it utility, the market is almost certain to reprice it rapidly.
However, the real issue is not the price collapse itself, but whether investors fully understood that this risk always existed.
Where Does the Ethical Responsibility Begin?
Legal obligations and ethical responsibilities are not always the same.
A company has the right to discontinue its business. However, when an exchange issues its own token, it also has a responsibility to communicate not only the potential benefits but also the risks associated with the platform's future.
Unlike decentralized assets such as Bitcoin or Ethereum, centralized exchange tokens depend heavily on the continued operation of the company behind them.
This raises several important questions:
Were token holders adequately informed about the possibility of the exchange shutting down?Was there a clearly communicated contingency plan for the token if the platform ceased operations?Were any buyback, conversion, or compensation mechanisms established to protect token holders?Did the company explore reasonable measures to reduce investor losses?
Mistakes That Became Apparent
The BMEX case highlights several important lessons.
First, a token whose entire utility depends on a single company carries significant structural risk.
Second, many investors underestimate the corporate risk associated with centralized exchange tokens, often treating them like independent blockchain assets.
Finally, the absence of pre-defined investor protection mechanisms for a potential shutdown significantly amplified the losses experienced by token holders.
The Biggest Lesson for Investors
Owning a centralized exchange token is, in many ways, an investment not only in a digital asset but also in the future of the company operating the exchange.
If the company grows, the token may appreciate. However, if the company shuts down, becomes insolvent, or fundamentally changes its business model, the token's economic value can disappear almost overnight.
The collapse of FTX's FTT token demonstrated this risk before, and the BMEX case serves as another reminder that the same vulnerabilities can emerge across different centralized platforms.
Conclusion
The more than 90% decline in BMEX should not be viewed solely as a market event. It also raises broader questions about how centralized exchange tokens are marketed, how risks are disclosed, and where a company's ethical responsibility to its investors begins.
Fulfilling legal requirements does not necessarily mean investors have been treated fairly from an ethical perspective. As the cryptocurrency industry continues to mature, exchanges should be expected to act with transparency not only during periods of growth but also when winding down their operations.
The BMEX case serves as a powerful reminder that, in the world of centralized exchange tokens, the greatest risk is often not market volatility itself—but the fact that the token's entire value depends on the survival of a single company.

DEXE's Historic Crash: What's Behind the 80% Collapse?
The crypto market witnessed one of its sharpest sell-offs in recent years as DeXe (DEXE) plunged more than 80% within a single trading session, wiping out billions in market value. The dramatic decline quickly fueled speculation across the crypto community, with rumors ranging from a rug pull and hacking incident to insider selling and liquidity problems. However, none of these claims have been officially confirmed.
No Confirmed Hack or Rug Pull
Following the collapse, allegations of a hack or rug pull spread rapidly on social media. So far, neither the DeXe team nor independent cybersecurity firms have released evidence confirming either scenario. As a result, these claims remain speculative rather than established facts.
Large Wallet Activity Raised Questions
On-chain data showed significant DEXE transfers to centralized exchanges shortly before and during the crash. Several analysts suggested these large transfers may have triggered intense selling pressure.
However, there is still no verified information identifying the owners of these wallets. Whether they belong to the project team, early investors, or independent holders remains unknown, leaving insider-selling accusations unproven.
Liquidations Likely Amplified the Sell-Off
DEXE had experienced an exceptional rally in recent months, attracting leveraged traders and speculative investors. Once the initial wave of selling began, stop-loss orders and leveraged long liquidations likely accelerated the decline, creating a chain reaction that pushed prices even lower within hours.
Transparency Became the Main Debate
Beyond the price collapse itself, many investors criticized the project's crisis communication.
The community expected:
A detailed technical incident report.Clarification regarding major wallet movements.An explanation of the selling activity.Independent security findings.Clear and timely communication.
So far, many investors believe these expectations have not been fully met, allowing speculation to spread faster than verified information.
Rumors Continue to Circulate
Several theories continue to dominate discussions across the crypto community:
Sales by wallets allegedly linked to the project.Profit-taking by early investors.Coordinated selling by large holders.Weak market liquidity.Concerns surrounding tokenomics.Possible smart contract vulnerabilities.
None of these claims have been officially verified, yet the lack of definitive answers has kept uncertainty high.
Trust Matters as Much as Technology
The DEXE incident once again highlights that cryptocurrency valuations depend not only on technology but also on investor confidence.
During periods of extreme volatility, transparent communication, timely updates, and clear explanations become essential for maintaining trust. When uncertainty outweighs facts, market sentiment can deteriorate rapidly, regardless of a project's underlying fundamentals.
Key Questions Remain Unanswered
Several critical questions are still awaiting clear answers:
Who sold the large amounts of DEXE?Were those wallets connected to the project?What triggered the initial selling pressure?Was there any technical or security issue?Will the team publish a comprehensive incident report?What steps will be taken to restore investor confidence?
Conclusion
The exact cause of DEXE's historic collapse has not yet been officially determined. Current evidence suggests that a combination of large wallet activity, heavy selling pressure, low liquidity, cascading liquidations, and market psychology may have contributed to the decline.
More importantly, the incident demonstrates that transparency and effective communication are just as critical as technology in the cryptocurrency industry. Until comprehensive official findings are released, distinguishing verified facts from market speculation remains essential for investors.

🔐 END OF DAY MARKET REPORT — JULY 21, 2026
━━━━━━━━━━━━━━━━━━━━━━━━━━━
🌐 TODAY'S TOP HEADLINES
A major breakthrough emerged for the CLARITY Act. Trump agreed to the bill's ethics provision, removing what had become its biggest political obstacle. The White House circulated the revised language to selected Republican senators. Polymarket raised the probability of passage from 32% to 43–44%. While still well below February's 80% peak, it marks the strongest improvement in sentiment in months. Democrats have yet to review the revised text, and the Senate must vote before the August recess.
Bitcoin traded within a broad intraday range between $63,893 and $66,274, gaining more than 3% from the previous close as the CLARITY Act developments and a rebound in AI-related stocks boosted market sentiment.
Strategy sold 2.73 million MSTR shares between July 13 and July 19 without purchasing additional Bitcoin, raising $263.5 million in cash and increasing its USD reserves to $3.225 billion. Its Bitcoin holdings remain unchanged at 843,775 BTC.
Grayscale filed a spot Worldcoin ETF application with the SEC, lifting WLD between 4% and 7% during the session.
Cardano completed its first community-governed hard fork, with ADA gaining roughly 3% on the day.
BONK recovered more than 15% following the recent treasury exploit, while JTO rose 8% after approval of its buyback-and-burn mechanism.
Zilliqa (ZIL) urged exchanges to suspend deposits and withdrawals after a partner exchange's cold wallet was compromised.
BitMine increased its total crypto-related assets to approximately $11.5 billion, including 5.77 million ETH, 207 BTC, and a $180 million equity stake in MrBeast's Beast Industries.
━━━━━━━━━━━━━━━━━━━━━━━━━━━
₿ BITCOIN
Bitcoin posted a strong session as optimism surrounding the CLARITY Act and the recovery in AI-related equities pushed the price above $65,000, allowing BTC to test the $66,000 region.
Institutional signals continue to strengthen, with whale accumulation, options positioning, and ETF flows all pointing in the same direction.
A sustained move above $66,000 would shift technical focus toward the $67,000–68,000 resistance zone.
Strategy's decision to postpone additional Bitcoin purchases for a second consecutive week appears to reflect cash management rather than weakening conviction, as its 843,775 BTC position remains intact.
$BTC
━━━━━━━━━━━━━━━━━━━━━━━━━━━
🔷 ETHEREUM & ALTCOINS
Ethereum maintained positive momentum after Vitalik Buterin demonstrated an anonymous messaging board built on Aztec, highlighting continued innovation in privacy infrastructure.
Expectations surrounding the Glamsterdam upgrade and BitMine's holdings of 5.77 million ETH continue to provide long-term support.
Worldcoin reacted positively to Grayscale's ETF filing. However, structural concerns remain, as the largest 100 wallets still control roughly 90% of the circulating supply, while token unlocks continue through July 2028.
XRP gained approximately 4% following renewed optimism surrounding the CLARITY Act.
JTO's approved buyback-and-burn proposal also highlights the growing adoption of deflationary tokenomics within the Solana DeFi ecosystem.
━━━━━━━━━━━━━━━━━━━━━━━━━━━
📋 KEY CRYPTO NEWS
The CLARITY Act's ethics provision became a political obstacle after Trump disclosed approximately $1.4 billion in crypto-related income during 2025, alongside connections to World Liberty Financial and several memecoin projects. The provision would prohibit the President, Vice President, and members of Congress from profiting from digital assets while in office.
The revised text has so far been shared only with Republican lawmakers, indicating that negotiations remain incomplete.
Former New York Governor Andrew Cuomo joined the OKX Board of Directors and also became Co-Chair of the OKX–ICE/NYSE joint venture, marking another step toward deeper integration between traditional finance and cryptocurrency exchanges.
Bitcoin mining companies are investing more than $12 billion into AI infrastructure, extending an industry-wide trend that began with MARA's Texas data center expansion.
South Korea continues accelerating its regulated stablecoin framework, while Japan's recognition of cryptocurrencies as financial assets further strengthens institutional adoption across Asia.
━━━━━━━━━━━━━━━━━━━━━━━━━━━
🔓 TOKEN UNLOCKS — JULY 22
No major confirmed cliff unlocks are scheduled for July 22.
Ongoing Linear Unlocks
WLD — World
Approximately 39.6 million WLD (~$16 million) released daily.
Following Grayscale's ETF filing, market attention has shifted toward WLD. However, the concentration of roughly 90% of supply among the largest 100 wallets continues to create structural selling pressure.
Selling Pressure: MEDIUM 🟡
TRUMP — Official Trump
Approximately 6.33 million TRUMP (~$10.2 million) released daily.
Selling Pressure: LOW 🟢
Upcoming Major Cliff Unlock
GRAM — TON | July 23
Approximately 36.6 million TON (~$57.5 million)
0.71% of circulating supply
Selling Pressure: MEDIUM 🟡
━━━━━━━━━━━━━━━━━━━━━━━━━━━
🔭 OUTLOOK & UPCOMING EVENTS
Today marked a genuine catalyst for the cryptocurrency market.
The CLARITY Act cleared its largest political hurdle, AI-related stocks recovered, and Bitcoin advanced into the $66,000 region.
However, three major steps remain before the legislation can become law: the revised text must be released publicly, Democratic lawmakers must complete their review, and Senate Majority Leader John Thune must schedule a vote before the August recess.
The pace of these developments will likely determine market direction over the coming week.
If the Senate fails to vote before the recess, expectations for regulatory clarity could quickly unwind, with XRP and the broader DeFi sector facing the greatest downside risk.
Key events to watch:
Tomorrow — GRAM cliff unlock (~$57.5M): Markets will monitor potential impacts on the TON ecosystem.
Coming days — Revised CLARITY Act text: Investors will watch whether Democrats receive the updated draft and whether the remaining seven votes can be secured.
July 28–29 — FOMC Meeting: The most important macro event of the month. The Fed's tone and interest-rate decision will likely determine whether Bitcoin can maintain its position above $66,000.
August 10 — Effective Senate deadline for the CLARITY Act: If this window closes without a vote, legislative progress during 2026 could become significantly more difficult amid the approaching election cycle.

🔐 END OF DAY MARKET REPORT — JULY 20, 2026
━━━━━━━━━━━━━━━━━━━━━━━━━━━
🌐 TODAY'S TOP HEADLINES
Mediators proposed a 10-day ceasefire to revive the temporary Iran–U.S. agreement, according to a senior Iranian official. Iranian Foreign Minister Abbas Araghchi traveled to Pakistan for diplomatic talks.
Trump warned that Iran would "pay many times over" for any American soldier killed, indicating that military pressure and diplomatic efforts continue simultaneously.
The Houthis announced a "navigation ban" for Saudi Arabia in surrounding waters, expanding the conflict zone and increasing risks to Gulf energy shipping routes.
U.S. spot Bitcoin ETFs closed the week ending July 18 with net inflows of $75.7 million, marking a second consecutive week of positive flows after the previous week's $197.4 million. The two-month, $8.26 billion outflow streak has ended, although the recovery remains modest.
Seven of eight market analysts expect Bitcoin to move higher this week, with price targets ranging between $61,000 and $70,000.
Tesla continues to accept Dogecoin payments for selected products, providing recurring media exposure for the DOGE ecosystem.
━━━━━━━━━━━━━━━━━━━━━━━━━━━
₿ BITCOIN
Bitcoin continues trading within a Fibonacci-based range between support at $62,067 and resistance at $67,065.
The $64,000 level remains the key short-term support. Holding above it would keep $65,500 and then $66,000 in focus.
Bitcoin ETFs attracted $273 million over the past two weeks. However, compared with the previous eight weeks' $8.26 billion in outflows, the recovery is not yet sufficient to confirm a structural trend reversal.
Chaikin Money Flow remains positive at 0.34, signaling continued buying pressure.
With ETF flows now estimated to explain roughly 45% of Bitcoin's weekly price movement, BlackRock's IBIT daily inflows remain a critical indicator.
━━━━━━━━━━━━━━━━━━━━━━━━━━━
🔷 ETHEREUM & ALTCOINS
Ethereum broke above the $1,820 resistance level, bringing the $2,500 technical target into focus. Expectations surrounding the Glamsterdam upgrade and continued ETH accumulation by Bitmine remain key bullish drivers.
Ethereum ETFs attracted $84.42 million in inflows last week, outperforming Bitcoin ETFs on a relative basis.
HYPE continues to hold above the $61.01 support level.
SUI recorded a meaningful increase in active addresses over the past seven days.
Zcash will activate its Ironwood upgrade on July 28 following the Orchard vulnerability.
━━━━━━━━━━━━━━━━━━━━━━━━━━━
📋 KEY CRYPTO NEWS
The end of the two-month ETF outflow streak suggests institutional demand is beginning to stabilize. However, CoinDesk notes that the recent $273 million in inflows remains modest compared with the previous $8.26 billion in outflows.
Advisor-level purchases through BlackRock and Fidelity distribution networks indicate genuine institutional participation, although sustained momentum will be required to fully reverse previous selling pressure.
Another critical week has passed for the CLARITY Act. The July 17 hearing clarified lawmakers' positions, but seven Democratic votes are still needed, while the window for a Senate vote later this month continues to narrow.
S&P 500 derivative approvals on Hyperliquid represent another milestone in the integration of traditional finance and decentralized finance, although markets have not yet fully priced in its long-term significance.
Japan's decision to legally recognize cryptocurrencies as financial assets also strengthens the foundation for broader institutional adoption across Asia.
━━━━━━━━━━━━━━━━━━━━━━━━━━━
🔓 TOKEN UNLOCKS — JULY 21
GRVT | July 21 — Token Generation Event (TGE)
GRVT confirmed that its Season 2 allocation has increased to 18% of the fixed one billion token supply.
The TGE takes place today. Given its relatively small market capitalization and limited liquidity, volatility risk remains elevated.
Selling Pressure: MEDIUM-HIGH 🟡
Ongoing Linear Unlocks (July 21)
WLD — World
~39.6 million WLD (~$16 million)
Selling Pressure: MEDIUM 🟡
TRUMP — Official Trump
~6.33 million TRUMP (~$10.2 million)
Selling Pressure: LOW 🟢
CC — Canton
~$19.9 million daily emissions
Selling Pressure: MEDIUM 🟡
Upcoming Major Cliff Unlock
GRAM — TON | July 23
~36.6 million TON (~$57.5 million)
0.71% of circulating supply
Selling Pressure: MEDIUM 🟡
━━━━━━━━━━━━━━━━━━━━━━━━━━━
🔭 OUTLOOK & UPCOMING EVENTS
Markets enter the new week facing two opposing forces.
On one hand, two consecutive weeks of ETF inflows and growing institutional accumulation provide a constructive foundation.
On the other, uncertainty surrounding the proposed 10-day Iran ceasefire persists, while the Houthis' navigation ban targeting Saudi Arabia signals that geopolitical tensions continue to expand.
Under these conditions, Bitcoin's ability to hold above the $64,000 support level remains critical. A break below could expose the $62,000–$63,000 range once again.
Key events to watch this week:
July 23 — GRAM cliff unlock (~$57.5M): The week's largest token unlock, with potential implications for the TON ecosystem.
July 28–29 — FOMC Meeting: The most important macro event of the month. Fed policy signals and any potential rate decision are expected to play a major role in determining Bitcoin's direction.
Late July — CLARITY Act Senate voting window: Markets will closely monitor whether the remaining seven Democratic votes can be secured. Failure could weigh most heavily on XRP and the broader DeFi sector.
July 28 — Zcash Ironwood Upgrade: A major security and privacy upgrade following the Orchard vulnerability.