New Day Dk007

#ENA $ENA
$ENA sedang melonjak berkat kesepakatan FalconX senilai $1 miliar, sementara HYPE menguji rekor terbarunya, meski dominasi yang datar menunjukkan ini bukan musim altcoin yang luas.
Altcoin mengungguli bitcoin dengan selisih yang semakin melebar pada Jumat sore, karena reli yang dimulai dengan pengumuman pembelian kembali obligasi Treasury pada Rabu berlanjut hingga hari ketiga.
ENATA Ethena adalah yang paling menonjol, naik 26,4% sejak tengah malam UTC menjadi $0,1475, membawa kenaikan 24 jamnya ke 48,3% dan pergerakan mingguan ke 77,2%. Pemicunya adalah fasilitas gudang tersokong senilai $1 miliar yang diamankan dengan FalconX, diumumkan pada Rabu, yang menempatkan aset pendukung USDe dolar sintetisnya ke kredit institusional yang mengalami overcollateralized, bukan ke perdagangan basis kripto.

#BTC $BTC
$BTC Bitcoin surges above $75,000 as Treasury buybacks trigger short liquidations and rapidly shift crypto market sentiment.
Those who didn’t move before Wednesday have probably spent the past two days doing the math on what they missed. Bitcoin is up roughly 20% in seven days, its best week since March 2024, trading above $75,000 in Asian hours on Friday after spending most of the past two weeks below $65,000. Ethereum climbed right along with it, and total crypto market capitalization is back above $2.5 trillion.
On Wednesday, Treasury Secretary Scott Bessent doubled the size of the department’s long-duration bond buybacks, from $2 billion to at least $4 billion per operation. One detail got lost in a lot of the crypto coverage: the change doesn’t take effect until September 9 and runs through November 4. No Treasury cash has moved yet.
The announcement said it all. Long-bond yields, which had climbed to a near two-decade high after months of weak demand for 30-year debt, dropped sharply within minutes as traders saw the surprise timing as a sign that the Treasury would step in to support a shaky market. That relief faded fast: yields drifted back up again by Thursday morning, and economists were split on whether a modestly bigger buyback program changes much of anything structurally.
Crypto’s reaction didn’t fade with it. Traders who had shorted bitcoin, positioned for tighter conditions rather than a friendlier-sounding Treasury, got caught wrong-footed by the shift in tone. About $3 billion in short positions were liquidated over the following day, and each forced liquidation led to more buying, which kept pushing the price up on its own, regardless of what bonds were doing by then. Bessent added fuel on Thursday, telling CNBC that the eventual buyback total could exceed $4 billion.
Call it a signaling story rather than a plumbing one: a policy surprise most crypto traders had never heard of on Tuesday moved the market’s price and its mood before a single dollar of the actual buyback had been spent. The Fear & Greed Index jumped from 46 to 62 in a single day, one of the sharper sentiment swings of the year, then kept climbing to 72 by Friday.

#XRP $XRP
$XRP price is changing hands at $1.3, up 18% on the day, extending a violent 22% rally that carried the token to $1.26 in a single 24-hour window days earlier, shrugging off bearish prediction. But what’s driving it, and more importantly, where does the smart money rotate once the easy gains are booked?
The rally wasn’t XRP-specific. It traces back to two August 19 announcements: the U.S. Treasury doubling its longer-term bond buyback program to inject market liquidity, and President Trump reiterating his push to make the U.S. a Bitcoin superpower while pressing Congress to pass the CLARITY Act.
Following all the catalysts, the total crypto market cap responded with an 8% jump to $2.5 trillion in 24 hours. XRP simply rode the wave harder than most large-caps.
That macro tailwind explains the spike, but it doesn’t answer whether XRP holds these levels or gives them back. The technical picture underneath the headline number tells a more complicated story.
$XRP 22% pop validates anyone who bought the dip below $1. But XRP is a multi-billion-dollar asset now, and a repeat of that percentage gain from here requires enormous capital inflow, not just sentiment.
That math is exactly why traders chasing outsized returns increasingly look toward earlier-stage infrastructure plays where the market cap ceiling hasn’t been tested yet. Some of that rotation lands on Ripple’s broader valuation story; some of it lands on presales building the next layer of crypto infrastructure entirely.
Bitcoin Hyper ($HYPER) is positioning itself as the first Bitcoin Layer 2 with native SVM integration, smart contract execution at speeds it claims outpace Solana itself, while settling back to Bitcoin’s base layer for security.
The presale is priced at $0.013685 and has raised $33 million so far, with staking rewards on offer for early participants. The pitch: solve Bitcoin’s slow, expensive, non-programmable core through a decentralized canonical bridge and low-latency execution layer.

#ETH $ETH
$ETH Ethereum is back in the spotlight after U.S. spot Ethereum ETF pulled more than $220 million in fresh capital on August 20. The funds recorded more $219 million in net inflows, extending their winning streak to four consecutive trading days. BlackRock’s ETHA once again dominated the session with about $173 million in inflows.
That puts the August 20 flow above the $189.15 million recorded one day earlier. The back to back inflows suggest institutional demand has not slowed after Ethereum’s sharp recovery.
ETH is also surging above the $2,300 level. Ethereum trading around the $2,360 area in recent market data, with its market cap remaining above $270 billion.
BlackRock’s ETHA accounted for roughly $173 million of the August 20 inflows. That was followed by BlackRock’s ETHB with about $35.9 million, while Fidelity’s FETH added $5.8 million.
Bitwise’s ETHW brought in around $2.8 million. VanEck’s ETHV added another $1.7 million. The remaining products recorded either smaller flows or no meaningful change during the session.
The result is important because it came immediately after the $189 million inflow recorded on August 19. That earlier session had already been described as Ethereum’s strongest single day since October 2025.
As of now, August is shaping up as a major turnaround for Ethereum ETF. The funds had struggled through May and June, when combined net outflows exceeded $1 billion.
The money is moving in the opposite direction. Ethereum ETFs have posted several consecutive positive sessions while ETH has reclaimed levels that looked out of reach during the recent weakness.
Ethereum price action is giving the ETF numbers even more weight as it jumped sharply during the recent move, reaching above $2,300 and briefly trading near $2,400.
The token’s recovery also came with a sharp improvement in sentiment. Ethereum is now testing whether the $2,300 area can turn into support rather than another temporary stop. That matters because ETF demand is becoming increasingly difficult to ignore. Four straight days of inflows means institutions are adding exposure while ETH is already trading significantly above its recent lows.
There is another supply signal worth watching. Santiment data previously showed exchange held ETH falling from roughly 7.70 million coins on June 2 to 6.54 million on August 18. That represents a decline of around 15% over 11 weeks.
$ETH sitting on exchanges can reduce immediately available selling supply. Combined with stronger ETF demand, that creates an interesting setup if buying pressure continues.
The big question now is whether Ethereum can turn this ETF momentum into a sustained breakout as the $2,400 area is the next obvious test. If ETH clears it decisively while ETF inflows remain strong, the market could start looking toward the next major resistance levels.
For now, the message from Wall Street is getting louder: institutions are buying the dip, and Ethereum is listening.

#ElonMuskUpdates
Platform media sosial X sedang membahas untuk mengeksplorasi bagaimana stablecoin, seperti CRCL$81.56 USDC milik Circle Internet, dapat digunakan untuk membayar royalti kepada pengguna berpengaruh atas unggahan konten, menurut seseorang yang mengetahui rencana tersebut.
Percakapan dengan X masih berlangsung, kata orang tersebut, yang juga bekerja dengan platform media sosial lain yang sedang menguji stablecoin sebagai cara membayar komisi kepada para influencer.
Perwakilan media dari X tidak segera menanggapi permintaan komentar.
Stablecoin, yang membanggakan kapitalisasi pasar gabungan lebih dari $300 miliar, telah menjadi andalan untuk pembayaran berbasis blockchain, memfasilitasi transaksi lintas negara yang lebih cepat dan lebih murah bagi semua pihak, mulai dari usaha kecil hingga perusahaan multinasional yang memindahkan dalam jumlah besar uang antar anak perusahaan.

#ZEC $ZEC
Grayscale telah mengajukan amandemen keempat untuk mengubah Zcash Trust menjadi exchange-traded fund sambil mengungkap bahwa sebuah anak perusahaan Digital Currency Group sedang mempertimbangkan investasi yang mewakili sekitar 200.000 ZEC, yang saat ini bernilai kurang lebih $110 juta
Menurut pernyataan pendaftaran tertanggal 18 Agustus yang diajukan ke Komisi Sekuritas dan Bursa AS, Grayscale berencana mencatat saham dari trust yang dikonversi di NYSE Arca dengan ticker ZCSH yang sudah ada, dengan syarat pendaftaran menjadi efektif.

#CryptoStocksToday
Saham kripto melonjak dalam perdagangan pra-pasar pada Kamis setelah Presiden AS Donald Trump mendorong Kongres untuk mengesahkan Clarity Act, sehingga industri mata uang kripto mendapat seperangkat aturan yang lebih jelas. Langkah ini muncul setelah Trump bertemu dengan para eksekutif industri kripto di Gedung Putih.
Trump meminta para legislator untuk meloloskan “versi yang adil” dari Undang-Undang Kejelasan (Clarity Act), rancangan undang-undang yang didukung industri dan telah mentok di Senat AS. Trump berulang kali mengatakan bahwa ia ingin AS menjadi “ibu kota kripto dunia”, menurut Reuters. Undang-Undang Kejelasan dapat membawa lebih banyak kejelasan mengenai bagaimana kripto diatur di AS. RUU tersebut akan membantu menentukan apakah berbagai jenis mata uang kripto harus diperlakukan sebagai efek (securities) atau komoditas.

#SECCryptoRegulation
The SEC proposed Regulation Crypto Assets includes a conditional safe harbor that could allow a crypto asset to be delinked from an investment contract with which it was once associated. The proposal pairs that safe harbor with new exemptions designed for certain investment contracts involving crypto assets.
Earlier today, the SEC proposed Regulation Crypto Assets, a proposed framework for certain investment contracts involving crypto assets. It includes two exemptions from registration under the Securities Act of 1933 and a conditional safe harbor related to the term investment contract.
The startup exemption would permit offerings of up to $5 million during a four-year period. The fundraising exemption would permit offerings of up to $75 million during each 12-month period. Under both exemptions, issuers would provide principles-based narrative disclosures.
The proposal states that issuers would remain subject to the federal securities laws’ antifraud and antimanipulation provisions. It also would preempt state securities-law registration and qualification requirements for offers and sales of securities issued under a Regulation Crypto Assets exemption, as well as certain secondary-market transactions.
Alongside the exemptions, the proposed rules include a conditional safe harbor from the term investment contract in the definitions of security under the Securities Act of 1933 and the Securities Exchange Act of 1934. If the safe harbor’s conditions are satisfied, a crypto asset would be deemed not to be subject to an investment contract for purposes of those definitions.
Commissioner Hester M. Peirce described the safe harbor as a way for an issuer of an investment contract to delink a crypto asset from the investment contract with which it was once associated. The condition described by the SEC is that the issuer has completed or permanently ceased all essential managerial efforts it represented or promised it would take under an investment contract.
The proposal follows the SEC and CFTC’s March 2026 interpretation addressing how federal securities laws apply to certain crypto assets and transactions involving crypto assets. The SEC has presented the proposed rules and earlier interpretation as part of a tailored securities offering regime for crypto assets.
The safe harbor is conditional, and the proposal is not presented as a framework for every crypto-asset model. Peirce said the exemptions and safe harbor will not fit every model and invited public feedback on the proposal.
Peirce also requested input on facilitating a role akin to equity for crypto assets, allowing token holders to share in the growth and value of the enterprise that builds a crypto network. That issue is an area for feedback, rather than a feature established by the proposal.
The proposal’s two exemptions are limited by their respective offering caps and disclosure conditions. The safe harbor, meanwhile, is tied to completion or permanent cessation of the issuer’s essential managerial efforts under the investment contract.
The SEC said Regulation Crypto Assets comes as Congress works to establish a lasting regulatory framework. SEC Chairman Paul S. Atkins said the proposal seeks to provide crypto-asset entrepreneurs and market participants with pathways to raise capital under federal securities laws while those broader efforts continue.
The proposal is now subject to public comment. The SEC says the comment period will remain open for 60 days after publication of the proposing release in the Federal Register.

#XRP $XRP
$XRP Ripple said the $275 million raised will support its expansion into traditional financial services such as prime brokerage and multi-asset clearing, citing strong demand from institutions.
Ripple raised $275 million in a senior note offering that closed on Tuesday to support blockchain enterprise solutions provider’s ongoing US business expansion into financial services.
The senior unsecured notes were issued in a private placement by the company’s non-bank prime brokerage, Ripple Prime, the company announced on Tuesday. Ripple said the note offering attracted a diverse base of institutional investors from financial markets.
Ripple Prime President Noel Kimmel said that the support received during the note offering is a signal of “confidence in our long-term vision for the growing intersection of traditional and digital asset financial infrastructure.”
$XRP Ripple said the proceeds of the offering will be used to support its expansion into financial services including prime brokerage, financing and multi-asset clearing.
The company acquired Hidden Road last year in a roughly $1.25 billion deal. That acquisition allowed the Ripple to launch its institutional prime brokerage business, which was later rebranded as Ripple Prime.
In May, Ripple secured a $200 million credit facility from funds managed by Neuberger Berman to expand the lending capacity of its institutional prime brokerage business.
In July, it launched Ripple Mint, a platform that gives institutions new ways to access, mint, redeem and manage its US dollar-pegged stablecoin, Ripple USD (RLUSD). At last look, RLUSD has a market cap of $1.76 billion,

#TRUMP $TRUMP
$TRUMP Presiden Donald Trump akan berpartisipasi dalam salah satu KTT kripto Gedung Putih yang paling menentukan dalam sejarah.
Administrasi ini mempertemukan para eksekutif kripto teratas, pemain keuangan tradisional, dan para pejabat regulator. Untuk menyusun peta jalan ke depan bagi aset digital.
KTT kripto Gedung Putih tiba pada momen legislatif yang krusial.
Undang-Undang CLARITY, rancangan undang-undang penting yang akan menetapkan yurisdiksi SEC dan CFTC atas aset digital, masih tersendat di Senat.
Odds taruhan di Polymarket telah merosot ke kisaran belasan rendah, sekitar 20% untuk tahun 2026, jauh di bawah proyeksi sebelumnya.

#BNB $BNB
Reuters melaporkan bahwa Binance menyediakan catatan transaksi dan dokumen identitas yang kemudian digunakan dalam kasus pendanaan terorisme terhadap Yuri Belenkiy
Binance dilaporkan telah memberikan catatan transaksi dan informasi pribadi milik seorang pelanggan kepada pihak berwenang Rusia yang dituduh membiayai terorisme melalui sumbangan kripto untuk kampanye penggalangan dana Ukraina.
Penyelidik Rusia menggunakan informasi yang diberikan oleh Binance sebagai bukti terhadap spesialis TI Yuri Belenkiy, yang ditahan pada September 2025 dan sedang menunggu persidangan di Rusia, menurut dokumen penegakan hukum yang ditinjau oleh Reuters.

#BTC $BTC
ETF Bitcoin mencatat hampir $390 juta penarikan bersih pada pekan lalu, membalikkan arus masuk kuat sebelumnya di Agustus. Harga Bitcoin yang melemah, kekhawatiran terkait suku bunga, dan kemajuan terbatas dalam legislasi kripto AS telah meredupkan sentimen investor. Analis mengatakan permintaan institusional masih bersikap hati-hati, yang berpotensi memengaruhi harga Bitcoin dan likuiditas pasar
Reksa dana berbasis exchange-traded funds (ETF) Bitcoin di AS menyaksikan penarikan mingguan terbesar sejak akhir Juni, menandakan kehati-hatian baru di kalangan investor setelah awal Agustus yang kuat.

#ChinaEconomy
Perekonomian China kehilangan momentum secara menyeluruh pada bulan Juli, ketika belanja konsumen melambat dan investasi perkotaan menyusut lebih cepat, sementara pengangguran naik tipis, sehingga menambah tekanan pada Beijing untuk meningkatkan dukungan pada paruh kedua tahun ini.
Penjualan ritel hanya tumbuh 0,6% dibanding setahun sebelumnya, menurut Biro Statistik Nasional pada Senin, meleset dari perkiraan kenaikan 1,5% dalam jajak pendapat Reuters, dan melambat dari pertumbuhan 1% pada Juni.
Investasi aset tetap perkotaan China, termasuk real estat dan infrastruktur, menyusut 6,7% tahun ini per akhir Juli dibandingkan setahun sebelumnya, lebih buruk daripada perkiraan penurunan 6% dalam jajak pendapat. Penurunan tersebut juga makin dalam dari penurunan 5,7% pada paruh pertama tahun ini.

#TRUMP $TRUMP
$TRUMP President Donald Trump berutang pada World Liberty Financial berkolaborasi dengan sebuah perusahaan rintisan berbasis di Hong Kong yang menawarkan model kecerdasan buatan yang dikembangkan oleh perusahaan-perusahaan Tiongkok, yang telah disorot oleh pemerintahan AS karena kekhawatiran keamanan nasional.
President Donald Trump-backed World Liberty Financial berkolaborasi dengan sebuah perusahaan rintisan berbasis di Hong Kong yang menawarkan model kecerdasan buatan yang dikembangkan oleh perusahaan-perusahaan Tiongkok, yang telah disorot oleh pemerintahan AS karena kekhawatiran keamanan nasional.

#BTC $BTC
Data blockchain menunjukkan perusahaan treasury Jepang memindahkan bitcoin di antara dompet yang dikendalikannya, bukan ke bursa, jadi transfer itu bukan penjualan meski mengalami kerugian kertas sebesar $1,4 miliar.
Cek di tengah hari terhadap pasar kripto menunjukkan bitcoin menyerahkan kenaikan yang sempat terjadi lebih awal pada sesi AS dan bergerak mendekati ujung bawah kisaran perdagangannya yang ketat.
Pada pukul 12:00 waktu Timur, nilainya diperdagangkan pada $63.350, relatif datar dibanding 24 jam terakhir, namun turun 1,6% dari level tertinggi sesi sebelum laporan CPI AS pagi ini. BTC telah diperdagangkan dalam kisaran sempit antara $62.000 dan $66.000 selama lima minggu terakhir, dan data inflasi yang sesuai dengan ekspektasi tidak memberikan bahan bakar untuk terjadinya lonjakan ke arah mana pun keluar dari kisaran tersebut.

#NEAR $NEAR
Protocol (NEAR) telah mengalami kenaikan sekitar 5% dalam sehari terakhir, terutama didorong oleh pantulan teknis di level support kunci dan diperkuat oleh narasi yang berkembang seputar buyback yang didanai oleh biaya protokol, bukan oleh pengumuman fundamental baru apa pun.
Pendorong langsung kenaikan harga NEAR adalah pembalikan teknis dari zona support yang banyak dipantau oleh para trader. Dalam 24 jam terakhir, NEAR bergerak dari sekitar $1,55 menjadi sekitar $1,63, naik kira-kira 5%, dengan sebagian besar pergerakan terjadi antara 11 Agu 4:05pm UTC dan 12 Agu 5:15am UTC. Sejumlah akun yang berpengaruh menafsirkan pergerakan ini sebagai pantulan dari support time frame lebih tinggi dan kemungkinan dasar (bottom) dalam koreksi, dengan mencatat adanya divergensi MACD bullish serta target kenaikan menuju $1,85 dan $2,40 di Q4. Banyak trader teknikal lainnya juga menyoroti pola falling wedge dan mengantisipasi terjadinya breakout ke atas, yang biasanya menarik trader berbasis momentum dan breakout ke area harga yang sama.