Crypto_心诚

Tonight at 20:30, the U.S. will release the July Non-Farm Payrolls (NFP) and unemployment rate

Market expectations:
- NFP (Non-Farm Payrolls): expected to increase by about 80k–100k
Previous value (June): +57k (significantly weaker than expected, with a downgrade)

- Unemployment rate: expected to hold at 4.2% (flat vs. the previous value)

- Average hourly earnings: forecast around +0.3% month-over-month, and about +3.5% year-over-year.

The labor market is currently in a “slow hiring, slow layoffs” phase—overall still resilient, but growth has clearly cooled. The Fed is more concerned with sticky inflation rather than employment strength alone.

Three possible scenarios:
✅ In line with expectations → choppy digestion
🚀 Significantly above expectations (>130k) → stronger USD, yields rise, BTC faces short-term pressure
📉 Clearly below expectations (<60k) → rate-cut expectations heat up, risk appetite improves, BTC has room to rebound

Volatility is inevitable. It’s recommended to stay sidelined with a light position—focus on the actual figures plus the unemployment rate, wages, and revisions.

Once the data is out, the market prices it immediately—hold steady, don’t chase! $BTC

August 7 days $BTC comprehensive market analysis

🤯 News:

Positive macro signals: Ongoing negotiations related to the Strait of Hormuz, easing geopolitical risk; the ADP employment report came in weaker than expected, reducing expectations for the Federal Reserve to raise rates soon, improving sentiment toward risk assets. The stock market (Dow Jones, S&P) hit record highs, but the crypto market has lagged.

Negative/neutral events: A firmware vulnerability in the Coldcard hardware wallet was exploited; about 1,816 BTC was stolen from more than 5,200 addresses. This has prompted some funds from cold wallets to move to exchanges, raising short-term concerns about increased selling pressure. Circle’s earnings missed expectations, and the stock price fell.

Market waiting for catalysts: Investors are watching the U.S. Nonfarm Payrolls data on August 7, expected to be around 80,000. If it comes in weaker than expected, it may reinforce expectations of rate cuts or a pause in rate hikes—bullish for BTC. If it beats expectations, it could weigh on risk assets.

🤯 Flows:

U.S. spot Bitcoin ETFs saw net inflows for three consecutive trading days from August 3–5, totaling about $626 million. Of that, the net inflow on August 5 was $244.4 million, with BlackRock IBIT contributing about $196.8 million.

Total cumulative net inflows are about $51.5–$52.0 billion, with total assets under management around $78.0–$79.2 billion. This is a clear reversal after summer outflows, showing that institutions are still buying on dips.

Ethereum ETFs also recorded about $60.8 million in net inflows.

🤯 Technical analysis:

The idea I shared with everyone yesterday was that price would move upward with consolidation. It did move up a bit, but then became weak—without breaking through the key upward level. Now the consolidation range is getting smaller and smaller, and we’re approaching a potential breakout/reversal point. At this moment, be careful not to hold above 65,000; if it can’t stay above that level, watch for short-term risk. For now, prioritize consolidation/uptrend-following, and take some rest.

Support: 63,500–62,400
Resistance: 65,000–65,600
$BTC $BTC

August 6, 8🈷️6th $BTC Comprehensive Market Analysis

🤯 News:

ETF inflows are clearly returning: On August 4, the U.S. spot Bitcoin ETF saw net inflows of about $211.5 million, led by BlackRock’s IBIT, with Fidelity and others following. These have been consecutive inflow days recently, partly offsetting prior weekly net outflows. However, Hashdex announced the closure of its smaller-scale Bitcoin ETF, showing pressure on smaller funds.

Security incident weighs on sentiment: A vulnerability in the Coldcard hardware wallet reportedly led to confirmed losses of about 1,596 BTC. Roughly 32,000 BTC reportedly flowed into exchanges, which some have interpreted as a potential sell-pressure signal. The Fear & Greed Index is at 25–27 (extreme fear zone).

Geopolitics and macro: Progress continues on efforts by the U.S. and Qatar to help restore the Iran ceasefire and reopen the Strait of Hormuz. Brent crude is down, U.S. stocks hit historic highs, risk appetite has rebounded, and rate expectations have eased somewhat. But Bitcoin has barely followed the upward move for multiple days, suggesting that more of the drag is coming from within the crypto market itself.

🤯 Flows & Positioning:

Institutional side: Recent spot ETF inflows provide buy-side support, with total AUM around the $78 billion range. On-chain data shows about 155,000 BTC entered the $62,000–$65,000 cost-basis range (about 0.7% of circulating supply). Long-term holders continue to accumulate, while short-term holders have trimmed.

Derivatives: Open interest (OI) remains elevated (some reports put it around 277,000 BTC or roughly $48 billion). Funding rates are broadly neutral to slightly positive overall, with no clear signs of overheating. Liquidation heatmaps show leverage is concentrated more below (around $62,000); a downside move could trigger larger liquidations.

Spot & sentiment: Trading volume is relatively steady, with limited retail participation. Institutional buying provides a floor, but it’s not enough to drive a breakout. Indicators such as Coinbase premium still need to be watched for a return to positive.

🤯 Technicals:

Bitcoin is in an awkward spot right now. This level is holding and cannot easily fall further, helped by an ongoing weekly-level rebound. It hasn’t yet broken out of the range; for intraday focus, as long as 64,000 is not broken and remains above, the bulls can stay in play. At the same time, it needs to stand effectively above 65,500. In summary, intraday price action is likely to remain dominated by range-bound movement.
$BTC

August 4th $BTC Comprehensive Market Analysis

News:

Ongoing security incidents: Attacks related to a vulnerability in the Coldcard hardware wallet continue to unfold. They have already caused multiple rounds of BTC losses (with a relatively large cumulative scale), undermining some confidence in self-custody.

Institutional updates: Strategy (formerly MicroStrategy) disclosed in its recent filings that it sold approximately 1,637 BTC. Combined with signs of distribution by some large holders, this creates short-term downward pressure.

Macro and sentiment: U.S. stocks started August with a strong rally (notably pushing up the Nasdaq), which provides some support to risk assets. However, geopolitical tensions (related to the U.S.–Iran situation) and August’s historically weak seasonal pattern (especially bearish in election years in the mid-term cycle) keep the market cautious.

The Fear & Greed Index stays around 28 (Fear). Sentiment is pessimistic, but not at extreme panic.

Capital flows:

Spot Bitcoin ETFs: On August 3, they recorded net inflows (different sources show roughly +$18.6M to +$170M), turning overall into positive inflows and reversing some of the earlier outflow pressure. Cumulative net inflows are still around the $5.1B level.

Derivatives: Funding rates are overall neutral to slightly positive (most in the 0.00x%–0.01% range). There are no signals of extreme long overcrowding or short liquidations, and leverage sentiment remains relatively restrained.

On-chain: Whale wallets still show signs of continued accumulation, which is partially offset by ETF inflows.

Technical outlook:

The market is currently just moving in a narrow range. All I can say is: take a break—there isn’t much to analyze.

Key resistance: The $64,000–$65,000 area (repeatedly resisted); $65,500 is a stronger pressure point.

Key support: $62,200–$62,700 (near the day’s low). Below that, the more important support is around $60,000 and the 200-week moving average zone (roughly tested repeatedly around $62,700–$63,000).

Price remains trapped in a broad trading range box of $60,000–$66,000. After the rebound in July, momentum weakened, and the direction has not been decided yet.
$BTC

August 3rd, $BTC Comprehensive Market Analysis

🤯 News:

Federal Reserve policy: In late July, the Federal Reserve kept the target interest rate unchanged at 3.50%–3.75%. Some officials lean toward further rate hikes, and the September rate-hike expectation has risen to 82%. Hawkish signals suppress risk assets and push back liquidity expectations.

Regulatory window: The U.S. “CLARITY Crypto Regulatory Bill” enters the final voting stage before the August Senate recess. If passed (clearly defining BTC as a commodity), it would be bullish for institutions and retirement funds to enter at scale; if delayed, regulatory uncertainty would persist, weighing on sentiment.

Other events: A vulnerability in the Coldcard hardware wallet led to the theft of roughly 1,000+ BTC (about $70 million). This increases short-term security concerns, but the overall impact on the broader market is limited. In July, BTC still recorded about a 7.5% gain.

🤯 Flows:

ETF flows: In July there was overall net inflow (some data around $130–200 million). However, on July 31 alone, net outflows were about $265 million, indicating volatility in institutional demand. The cumulative inflow supports prices, but has not turned into persistent, strong buying pressure.

Derivatives and leverage: Futures open interest is about $47.6 billion. The funding rate is close to neutral, and leverage has been coming down, reducing the risk of liquidations. On-chain data shows long-term holders accumulating, while exchange net outflows are mild; there are signs that “whales” are accumulating at lower levels.

Overall: Forced selling pressure (e.g., bankruptcies, Mt. Gox, etc.) has largely been digested. Institutions are rotating rather than exiting unilaterally. But new capital is not strongly inclined to enter, leaving the market in a “marginal improvement but not a turn to strength” state.

🤯 Technicals:

August has historically been weak. Right now there isn’t much to look at—nothing very actionable. At this level, longs are being suppressed by shorts. On the daily chart, this area is about to break down below the zero line, which would mean another big move lower. Like I mentioned to everyone earlier about Bitcoin: as long as it doesn’t hold above 64,800, it still needs to move downward. So will we finally see a big bearish candle dump? At this level, as long as Bitcoin can’t hold above 64,000, you should still pay attention to the risks. Near-term support is around 62,300; once that breaks, price could trade toward the 60,000 area.

In summary: the big direction hasn’t fully finished dropping. But smaller timeframes may keep churning back and forth. Personally, at this point I believe the risk is greater than the opportunity: $BTC

Over the past couple of days, I’ve been chatting with the circle of friends I know: Has crypto already died?
Let me analyze it from several angles:

First, the conclusion: Bitcoin won’t die because the global consensus among countries around it can’t. But most altcoins are basically dead. They’ve fallen from the days of wild celebration into a deep correction.

In October 2025, total market cap surged to around $4.27 trillion, and now it has fallen back to around $2.2 trillion—cut in half. BTC dropped from 126,000 to about 63,000, while its dominance rate spiked to 58.5%, clearly indicating funds are seeking safety. ETH has been fluctuating between $1,850 and $1,880, and is performing even weaker. Altcoins are in an even worse situation: the Altcoin Season Index is stuck in the 55–69 range, nowhere near 75. The liquidity of most small and mid-size coins has dried up, and the narrative is fading.

The macro environment isn’t helping either. The Fed kept the policy rate at 3.50%–3.75% in July, and there were also three votes against calls to raise rates—expectations of “higher for longer” continue to suppress risk assets. Although ETFs have seen cumulative inflows, recent flows have been volatile, and institutions remain cautious.

This isn’t death—it’s a typical cycle cooling down: speculative enthusiasm has ebbed, capital has concentrated into Bitcoin, and altcoins have been largely cleared out. The infrastructure is still there, the trillion-level market size is still there, and institutional channels are still there. What truly “died” was the kind of全民FOMO (everyone-at-once FOMO) that happened in 2025.

In the short term, especially in August, there may still be volatility and even a further dip—don’t rush to bottom-fish. Whether it can restart in the long run depends on interest-rate turning points, new catalysts, and whether there is new narrative room. You can be pessimistic about sentiment; the data will speak— the market hasn’t died, it’s just hibernating. Patience matters more than blindly catching falling knives.

Personally, I believe crypto hasn’t died. After this round of reshuffling, there will definitely be bigger narratives waiting for us—just that they will be led more by compliant institutions. The logic of picking tokens before will all be broken, so I still remain optimistic.
$BTC

SPCX Key Unlocking Schedule:

At the time of the SpaceX IPO, the float is only about 4–5%, with the vast majority locked.

Key milestones:

After market close on August 4: Release the Q2 earnings report

August 6: The first wave of large-scale unlocks (about 20%, nearly 1 billion shares)

After that, unlock another 7% every 2–4 weeks (e.g., August 20, September 9, etc.)

After the Q3 earnings report: Unlock an additional 28%

December 8: The 180-day lock-up period ends

June 2027: Only then will Musk’s shares be unlocked

Impact: The current float is extremely small. The wave around August 6 could cause tradable shares to jump several times over, leading to a clear increase in near-term selling pressure and volatility. The stock price has already fallen sharply from its peak; with unlocks overlapping earnings, further pullbacks are likely. Long term, fundamentals still look important, but supply pressure over the next few months is a risk that can’t be avoided.

Watch the price action around August 6

$SPCX
$SPCXB

Major Web3 Events This Week (8.3-8.9)

August 3⃣

The Trump family crypto miner, American Bitcoin, will release its Q2 earnings report before market open on August 3;

Zapper will shut down completely on August 3. Its website, mobile app, and API services will be discontinued

Ctrl Wallet will stop operating on August 3. It has already been delisted from app stores

LayerZero will deprecate services for v1 relayers on August 3

August 4⃣

SpaceX will release its 2026 Q2 earnings report on August 4;

Bitcoin miner Hut 8 will announce its 2026 second-quarter earnings report on August 4;

August 5⃣

Circle will release its Q2 earnings report on August 5;

Unitree Technology: Initial inquiry day is August 5, and the off-line subscription day is August 10;

August 6⃣

SpaceX stock unlocking wave enters the countdown—on August 6, the first 8% will be unlocked;

August 7⃣

The U.S. will release the July non-farm payrolls report at 20:30 on August 7;

Trump weighs the CLARITY Act ethical counter-proposal; the Senate needs to secure 60 votes in support by August 7;

Musk: Grok 4.6 will be released around August 7

August 8⃣

Around August 8, mandatory signal sending under BIP-110 will begin

🤔 Other (specific timing TBA)

CLARITY may be put to a full Senate vote next week

To be released next week: the new version xrpld 3.3.0 of the XRP Ledger will roll out five new features

$BTC

ETH This week is also undergoing an unbeatable range-bound fluctuation. For short-term trading, pay attention to the rebound strength at this level. The resistance above is 1952. If it still hasn’t broken through, be mindful of the risk of a top formation. You can refer to the price action from May 6.

$ETH

July 30, 7th | $BTC Comprehensive Market Analysis

😇 News:

The Federal Reserve FOMC decision is the biggest variable of the day:

Decision to keep interest rates unchanged: the federal funds target range remains at 3.50%–3.75%.

Voting result: 9–3. Three commissioners explicitly opposed, calling for a rate hike. This is one of the more evident “hawkish hold steady” stances in recent years.

After the meeting, Chairman Kevin Warsh emphasized economic resilience and solid employment, but noted that inflation is still above the 2% target, without providing clear signals of easing.

😇 Liquidity:

Spot Bitcoin ETFs: on July 29, net outflows totaled about $57.7 million, mainly from products such as IBIT, continuing the recent cautious positioning.

Derivatives funding rates: overall remain neutral to slightly low (most exchanges in the 0.00x%–0.01% range). Neither long nor short leverage has shown extreme crowding, indicating that market sentiment is still relatively restrained.

Overall liquidity has not seen large-scale inflows back, and institutional investors remain in a wait-and-see posture.

😇 Technicals:

Since the start of this week, I’ve been reminding everyone that this week is a super volatile one. After Bitcoin broke below the rising trendline, it has been going through repeated rebound-and-fail cycles. If it still can’t hold above 64,600 today, be careful about another move downward.

In my view, at this level, it’s still not clear that we’ll see a sharp drop or a sharp surge for now. The market is likely to remain range-bound, with 62,400 still acting as the key defensive level.

To sum up: in the short term, it’s still mainly consolidation. As long as 62,400 is not broken, the bulls still have a chance.

$BTC

[Federal Reserve July Rate Decision to Be Released at 2:00 Tonight]

At 2:00 a.m. Beijing time on July 30, the FOMC will announce its interest rate decision + a press conference with reporter Warsh.

Market expectations:
✅ Hold the 3.50–3.75% range with a probability of about 65–70% (most mainstream economists agree to hold)
🔥 A 25 bp hike probability of about 30–38% (up sharply from around 10% recently; the biggest disagreement in the past two years)

Key points:
- June CPI cooled, but oil prices + geopolitical risks remain
- Warsh may express no forward guidance + possible hawkish dissenting votes
- A September hike has already been largely priced in by the market (probability 70–95%)

Most likely outcome: a hawkish pause (hold, but leaving the door open for September) → big fluctuations for the dollar and bond markets!

An incredibly stimulating night—stay tuned!📈

#道指涨超500点 $BTC

Just last night at 21:30, a miracle happened 💥

$HYPE arrived perfectly at the $54 we reminded everyone about at the beginning of the month.

Back at the beginning of the month, I told everyone that we had reached a temporary peak. In the comments, some people argued with me, saying it would rise to $200 🤔

At $70, I told everyone to short it. It’s following my expectations perfectly, and the thinking remains the same. Follow my viewpoints at the beginning of July 💰💰
$HYPE

Bitcoin market action over this period is pretty typical—whipsawing back and forth from just above 60,000 to around 65,000. There are continuous outflows from the ETF, liquidity is not supportive, and the technical picture also doesn’t offer a clear direction. And then the Federal Reserve meeting is right ahead.

A lot of people watch the chart every day and want to act every day. The result is either getting slapped back and forth, or making a little money and then giving it all back.

So during this time, most of what I’m doing is one thing: waiting.

1. If there’s no setup, absolutely don’t trade

Most of the time, the market is ineffective. Ranging action, fake breakouts, emotional swings—none of that is an opportunity. It’s just noise.

Bitcoin in this period is a textbook example: the day-to-day moves of several hundred to over a thousand points look exciting, but if you zoom out to a higher time frame, it’s just consolidation. Without a clear trend-start signal, without volume confirmation, and without sustained inflows, don’t force trades.

Remember:

When there’s no setup and you trade anyway, you’re basically paying tuition to the market.

Being in cash is also a position. Waiting in cash for the opportunity is always more proactive than holding a position waiting for direction.

2. If you don’t understand it, absolutely don’t trade

If you can’t read the candlestick structure, can’t interpret fund flows, and can’t understand how news is affecting the market, then don’t enter.

Recently, a lot of people say things like “The Fed is going to meet soon, but we don’t know what will happen,” and yet they can’t help guessing the direction to scalp. That’s the classic case of not understanding and still trading anyway.

My rule is:

- Don’t trade if you can’t understand the current structure

- Don’t trade if you don’t know why it’s going up/down

- Don’t trade if you don’t know where your stop-loss level is

The market is never short of opportunities; what it lacks is opportunities you can actually see clearly. When you don’t understand, the best move is to power down, take a walk, and review.

3. Spend more time waiting instead of doing

The essence of trading isn’t that you need to have an action every day—it’s that you should strike when the odds are high.

My trading frequency during this period is about once a week. The rest of the time is observation, waiting, and preparation.

This period’s market action is, in fact, teaching every trader a lesson:

The market won’t give you opportunities just because you’re anxious, and it won’t make you money just because you stare at it every day.

😇Lastly, here’s a saying for everyone:

Do less, live longer; when the wind comes, then set sail.
$BTC

On the 23rd, let everyone get on board at 0.66. Binance life. The current price is 0.62

For this current market situation, we can refer to the行情 on January 31; the price movement is basically the same.
① The candlestick breaks below the EMA30 line and is held down by it.
② The MACD fast and slow lines both break below the 0 axis.

So, next, if the candlestick price cannot manage to hold above 0.68, then you should pay attention to the historical market trend.

$币安人生

BTC Next, it will enter a grinding-range consolidation period

On the weekly timeframe, it does have entered a bearish divergence state, but at the moment, the macro conditions and momentum are not sufficient to support the start of a bull market. Right now, the market is boldly predicting that rate hikes will happen this year. If there is a rate hike, it is most likely to be at the September or December meetings, depending on the subsequent inflation data. In fact, a rate hike this year isn’t necessarily a bad thing for the market—it can help bring down the average price of positions in order to prepare for 2027.

This rebound is not over yet. I’ll take a bold guess that the extreme range will hover around 70,500. You can refer to this year’s April–May price action. In the short term, it’s definitely still an upward consolidation. For short-term traders, you can go with the trend. But for frequent traders, you’ll face a situation with frequent stop-outs—you need to learn how to choose.

$BTC
$ETH

7🈷27日 $BTC comprehensive market analysis

😇 News:

Macroeconomic focus: The U.S. Federal Reserve (FOMC) meeting will be held on July 28–29. The market expects the interest rate to remain in the 3.50%–3.75% range. The meeting outcome and the dot plot signal will be key variables in the short term.

Oil prices and geopolitics: Brent crude is approaching $97/barrel (driven by the situation in the Middle East), but it has not significantly impacted the crypto market. With oil prices rising, BTC still holds above $64k.

Others: The options market shows that call options at $70,000 and $72,000 have large open interest (around $5 billion). Some traders are relatively optimistic. Meanwhile, some analysis suggests that the weekly chart shows weakening signs of bullish momentum, and potential downside targets to watch are around $60k. Overall sentiment is cautious, awaiting the Fed’s outcome.

😇 Flows:

In terms of capital flows, there has mainly been selling pressure recently, but no panic liquidation has occurred.

Spot Bitcoin ETFs: Net outflows were about $225 million on July 23 and about $240 million on July 24 (led primarily by BlackRock’s IBIT). There is no weekend trading data. Recent cumulative outflows are clear, but the market-wide historical total net inflow is still around +$51.8 billion.

Perpetual contract funding rates: Overall neutral to relatively low, averaging about 0.0037%–0.008%. Major exchanges (Binance, OKX, Bybit, etc.) are mostly in the 0.005%–0.007% range. No extreme long or short crowding is observed, and leverage sentiment is relatively balanced.

Long-term holders show some accumulation, but institutional/ETF capital remains cautious in the short term.

😇 Technical analysis:

In the past few days, I kept reminding everyone that the daily timeframe bounce still hasn’t finished. BTC touched the trendline and rebounded.

At this point, we still can’t judge that the weekly and daily rebounds have ended. The market is still mainly moving sideways. For the bulls to continue, they need to hold above 65,700. Personally, I think this week will be dominated by consolidation. Overall, as long as the trendline at 64,000 isn’t broken, I still expect a rebound.

Support: 64,600–64,000
Resistance: 65,700–66,800
$BTC
#黄金价格上涨

#BitMart将于2027年停止运营

Yet another exchange has announced an orderly shutdown, and users can still withdraw funds—at least it’s a small silver lining in bad news.

The industry reshuffle has never stopped. Those that can truly survive long-term are always the ones with strength, compliance, and user trust.

Self-custody is the ultimate safety, but most people can’t do it. When choosing an exchange, don’t just look at trading fees and promotions—first, check whether it can make it through a bear market.

CZ said it right: tough times again, but this is also the process of filtering who truly lasts.

SpaceX Faces Epic Stock Unlock: $116 Billion Shares Begin Trading August 6

- On August 6, the first batch to be unlocked is about 911.5 million shares, with a market value of approximately $116 billion.
- By the end of the year, the number of shares that can be traded will surge from the current ~639 million shares to 5.33 billion shares, increasing by more than 7 times.
- Musk holds about 7.8 billion shares (around 60% of total outstanding shares). The lock-up period has been extended to more than one year after listing, meaning no near-term unlocking.

SpaceX uses a staged unlocking mechanism (rather than the traditional 180-day unified release) and includes condition-trigger provisions: if the stock price hits $175.50 on 5 of the 10 trading days before earnings are announced, an additional ~455.8 million shares will be released (currently difficult to meet)

Market reaction:
- Since the June 16 high, SpaceX’s stock price has fallen about 37%, erasing more than $425 billion in market value.
- About 30% of tradable shares are being shorted; the shorts are currently up about $7 billion on paper.
- Its volatility has weighed on overall IPO market sentiment. The weighted average return for newly listed companies this year is negative.

In summary, the scale of this unlock is enormous. SpaceX is trying to reduce the shock by releasing shares in batches, but the market has priced it in early, and the stock is clearly under pressure. Early investors will get a lucrative exit opportunity; how to balance liquidity release with stock-price stability will be the key challenge
$SPCX

This week (7.27-8.2) Web3 key events

July 27

Changxin Technology: The company’s stock will be listed on the Shanghai Stock Exchange Science and Technology Innovation Board on July 27, 2026;

Tropykus announced it will gradually shut down the current version, and front-end support will end after July 27;

July 28

Ionic Digital’s approval of the SEC registration statement has taken effect; it will launch on Nasdaq on July 28

Zcash Ironwood mainnet upgrade is expected to be activated at 20:00 on July 28

Vanarchain validator staking will stop; the Vanar infrastructure migration to Base will begin next Tuesday

July 29

Dango announced it will stop operations; trading will be paused on July 29 and the L1 network will be shut down on August 13;

Serenity: SK hynix ADR is trading at a 25% premium over Korean stocks; conversion will be enabled on July 29 or will lower U.S. stock prices

Improved payment reliability: Polygon Ithaca hard fork will go live on the mainnet on July 29

July 30

The Federal Reserve will release the next interest rate decision on July 30;

Strategy: The company will release its 2026 Q2 financial results after the U.S. stock market closes on July 30;

Grvt announced it will postpone the TGE to July 30;

SBI Crypto will end mining pool services at the end of July;

DeFi aggregator Odos will stop all services on July 30; it previously routed $104 billion in transactions;

July 31

South Korea tightens trading thresholds for single-stock leveraged ETFs: starting July 31, individual investors must have 30 million KRW in cash;

Moonbeam will officially shut down on July 31; Wormhole reminds users to transfer assets as soon as possible;

AngelList will stop supporting cryptocurrency investments starting at the end of July—due to a third-party payment provider shutting down;

Ethereum L2 network Zero Network announced a shutdown; users need to transfer assets out before the end of July;

Cardano lending platform Levvy will stop operations at the end of July;

Pingu Exchange: will permanently shut down on July 31, 2026;

August 1

Chrome will update its app store policy from August 1: it will categorize prediction markets as regulated goods and strictly control expanded data collection;

Sei ecosystem DeFi lending platform Oxium will stop operations and plans to close the front end before August 1, 2026;

Other (specific dates TBA)

Fastest: Next week, the U.S. Senate Majority Leader plans to hold a vote on the Clarity Act;

Next week, the U.S. and the U.K. will discuss forming an international coalition to protect navigation through the Strait of Hormuz

Did I read that right?

Futu Niu Niu actually put $BNB on the platform, and it’s only open for trading to professional investors in Hong Kong~

Not long ago, crypto exchanges were competing to bring U.S. stocks on-chain. Now it’s traditional brokerages helping crypto enter the compliance-based traditional brokerage platforms.
This is happening way too fast, right? It means that in the next bull market, this round will definitely be inseparable from traditional finance.

$BNB
$ETH