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BlackRock’s IEFA ETF Increases Metaplanet Holdings by 299K Shares BlackRock’s iShares Core MSCI EAFE ETF (IEFA) has further expanded its position in Bitcoin treasury company Metaplanet (3350.T). Latest Update: > Added 299,300 shares (~$438,000)
> Total holdings now stand at 3.72 million shares (~$5.44 million)

This incremental increase reflects continued institutional interest in public companies aggressively accumulating Bitcoin on their balance sheets. Metaplanet has positioned itself as one of Asia’s leading corporate Bitcoin adopters. BlackRock’s IEFA ETF Boosts Stake in Bitcoin Treasury Firm Metaplanet to 3.72M Shares ($5.44M) Do you see more traditional asset managers following BlackRock’s lead into Bitcoin treasury plays?

#BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $XRP

New Hampshire Governor Kelly Ayotte on Bitcoin: “We Really Need to Think About It” New Hampshire Governor Kelly Ayotte expressed a positive view on Bitcoin and innovation: “I think it’s something that we really need to think about.” “Because our state continues to thrive when we are continuing to be innovative.” This signals growing openness at the state level toward Bitcoin as part of a broader strategy for economic growth and technological leadership. New Hampshire has long positioned itself as a pro-freedom, pro-innovation state. Ayotte’s comments add to the momentum of state-level Bitcoin adoption and crypto-friendly policies across the U.S. Track further developments from Governor Ayotte and New Hampshire’s legislative efforts on digital assets. New Hampshire Governor Signals Strong Interest in Bitcoin for State Innovation #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $SOL #Macro Insights#

Liquid Staking TVL Slightly Declines After All-Time High TVL in Ethereum liquid staking protocols eased to 14.5 million $ETH in Q2 2026, marking a modest 1.3% decline from its all-time high of 14.7 million ETH in Q1. Long-Term Growth Remains Strong: > Despite the quarterly dip, staked ETH remains near record levels. > Since Q2 2023, liquid staking TVL has grown from 8.6 million ETH to 14.5 million ETH — a +68% increase. This minor correction comes amid broader market volatility, but the sustained high TVL underscores continued institutional and retail confidence in Ethereum staking yields and liquid staking derivatives. Liquid Staking TVL Dips 1.3% from ATH to 14.5M $ETH — Still +68% Since 2023 #BTC Price Analysis# #Macro Insights# $BTC #Ethereum

Bitcoin Bottom Building in Progress — Crash Premium Fading Bitcoin remains in a deep value zone after five months trading below key investor cost bases. On-chain and derivatives data point to a maturing bottoming process. Key Observations: > Long-Term Holder Capitulation has peaked at ~$280M per day, signaling reduced selling pressure from seasoned holders.
> ETF flows remain net negative but the intensity appears to be easing.
> Derivatives show cautious long bias, while the options market (July put IV) is notably cooler than the February and June selloffs.
> Crash-premium is fading, suggesting the market is pricing in less extreme downside fear.

The chart highlights how July’s implied volatility is significantly calmer compared to prior sharp drawdowns, a potential sign of stabilization. While the bottoming process is advancing, it is not yet complete. BTC Bottom Building — Crash Premium Fading as LTH Capitulation Peaks Do you see this as the early stages of a major bottom, or is more pain likely before the next leg up?

#BTC Price Analysis# #Macro Insights# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC

Nexo Launches Crypto Card in Argentina for Spending & Borrowing Nexo has officially launched the Nexo Card in Argentina, giving users powerful new ways to use their digital assets without selling. Key Features: > Debit Mode — Spend crypto directly > Credit Mode — Borrow against holdings while keeping your assets > Seamless switching between modes in one interface > Cashback on eligible purchases > Earn interest on idle balances in the app This launch expands Nexo’s footprint in Latin America, where demand for crypto-powered financial tools continues to grow amid economic volatility. Users can now leverage their crypto portfolio for everyday spending while maintaining long-term exposure. Track more details via Nexo’s official channels or the app. Nexo Card Goes Live in Argentina — Spend or Borrow Against Crypto Without Selling Read more here: https://nexo.com/en-ar/crypto-card?utm_source=twitter&utm_medium=post&utm_campaign=twitter_post_nexo_card_argentina_0807_q326 #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $SOL #Macro Insights# #Bullish

Senator Cynthia Lummis states that the Clarity Act "is likely our last chance to get real legislation for digital assets on the books before 2030." She emphasizes that failure to pass the Clarity Act would result in spending the next decade catching up. This urgent warning highlights the critical window for the U.S. to establish clear rules for digital assets, stablecoins, and market structure amid rapid global competition. Why It Matters: ➫ The Clarity Act represents comprehensive regulatory clarity that the industry has long sought. ➫ Without it, the U.S. risks falling behind other jurisdictions in innovation, capital formation, and leadership in blockchain technology. Senator Lummis, a leading voice on crypto policy, is pushing for swift action in the Senate to avoid years of regulatory uncertainty. Senator Lummis: Clarity Act Is Likely America’s Last Chance for Digital Asset Legislation Before 2030 Do you believe the U.S. will seize this opportunity in 2026, or risk falling behind for the rest of the decade? #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $XRP

Digital Chamber Files Amicus Brief Urging Dismissal of Lawsuit Over Dormant Bitcoin Wallets The Digital Chamber has submitted an amicus brief in the high-profile New York case where plaintiffs are seeking ownership of 39,069 dormant Bitcoin wallets (containing ~3.8 million $BTC , worth hundreds of billions). Key Arguments in the Brief: ➫ Private plaintiffs have no legal or equitable basis to claim ownership of wallets they did not create and cannot access. ➫ Granting such relief would have devastating effects on self-custody, cold storage practices, and the entire digital asset ecosystem. ➫ It would undermine title clarity, marketability, lending, and privacy rights for millions of users worldwide. The Chamber warns that a ruling in favor of the plaintiffs would destabilize core principles of blockchain self-custody and set a dangerous precedent. This case is being closely watched as one of the most significant legal challenges to Bitcoin’s decentralized nature. Digital Chamber Opposes Lawsuit Claiming 3.8M $BTC in Dormant Wallets — Cites Major Risk to Self-Custody Do you think courts should treat long-term dormancy as abandonment, or should self-custody remain fully protected? #BTC Price Analysis# #Macro Insights# #Bitcoin Price Prediction: What is Bitcoins next move?#

Pi Network Upgrades App Studio with Native Backend & AI Tools @Pi_Core_Team rolled out a major dual-tier update to $PI App Studio, making it significantly more powerful for creators and developers. Key New Features: > Native Backend Support — Persistent user sessions and cross-session data retrieval, enabling decentralized apps to maintain state and deliver continuous utility. > AI-Integrated Planning Tools — Helps users go from concept to structured app architecture before code generation. These enhancements are now available directly in the Pi Mining App, further empowering Pi’s global community of builders. The update strengthens Pi’s position as a user-friendly platform for mass adoption and decentralized app development. Track further developments via the official Pi Core Team and Pi Network channels. $PI Network Makes App Studio More Powerful for Creators with Backend + AI Upgrades #PiNetwork #Pi #BTC Price Analysis# #Macro Insights#

President Trump says the MOU with Iran “is over.” “It’s a waste of time dealing with them,” Trump said at the NATO summit. The U.S. President declared the Memorandum of Understanding with Iran effectively dead, citing recent escalations and calling Iranian leadership “sick people” and “scum.” Context: > The MOU was signed in June 2026 as part of efforts to end the U.S.-Iran conflict and reopen the Strait of Hormuz. > Trump’s comments come after overnight exchanges of strikes in the Gulf region. This marks a sharp breakdown in recent diplomatic efforts and increases uncertainty around Middle East stability and oil markets. Track official statements from the White House and Iranian officials for further developments. Trump Declares Iran MOU “Is Over” at NATO Summit #BTC Price Analysis# #Macro Insights# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $ETH

BNB Chain Developing New Layer 1 Blockchain Targeting 100,000+ TPS $BNB Chain is working on a next-generation Layer 1 blockchain designed to deliver extreme performance: > Target: Over 100,000 transactions per second (TPS) > Preconfirmations: Sub-50 milliseconds > Testnet Launch: Expected by the end of 2026 This ambitious project aims to push the boundaries of blockchain scalability while maintaining the security and decentralization standards of the BNB ecosystem. If successful, it could position BNB Chain as a major contender for high-throughput use cases such as DeFi, gaming, and mass adoption applications. Track official updates from the BNB Chain team for testnet details and technical specifications. $BNB Chain Aims for 100K+ TPS New L1 Blockchain — Testnet by End of 2026 #BTC Price Analysis# #BNBChain# #Macro Insights# #Bullish

Abraxas Capital Withdraws ~3,931 $XAUt ($15.96M) from Exchanges Abraxas Capital just pulled a significant amount of Tether Gold (XAUt) from major platforms in a short window. Breakdown: > Bitfinex: 760.244 XAUt (~$3.09M)
> OKX: 940.207 XAUt (~$3.82M)
> Bybit: 230 XAUt (~$934K)
> Binance: 2,001 XAUt (~$8.12M)

Total: ~3,931 XAUt worth approximately $15.96 million Large withdrawals of tokenized gold like this often signal potential self-custody, OTC deals, or portfolio rebalancing by institutions. Track further movements of the wallet on Arkham Intelligence. Abraxas Capital Pulls $15.96M XAUt from Binance, OKX, Bitfinex & Bybit

#BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $XAUt #Macro Insights# #Gold

Charles Schwab on Strategy’s Bitcoin Sales: “The Market Is Reacting Positively” Charles Schwab weighed in on Michael Saylor/Strategy’s recent $BTC selling activity: “The market is clearly reacting to this in a positive manner. We think that’s good.” “It’s easing fears of cascading liquidations; we view that as a positive.” This marks a notable shift in sentiment from a major traditional brokerage, viewing the controlled selling as a healthy derisking move rather than a bearish signal. The comments come as Strategy continues its “Bitcoin per share” strategy while managing its balance sheet amid volatility. Charles Schwab Bullish on Strategy’s $BTC Sales — Sees Reduced Liquidation Risk #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $SOL #Macro Insights# #BTC, is the correction enough?#

Step Finance Exploiter Wakes Up After 5 Months — Sells 261K $SOL for $21.4M The wallet tied to the Step Finance exploit (from May 2025) has become active again after months of dormancy. What Happened: > Sold 261,933 SOL for approximately $21.4 million
> Bridged the funds to Ethereum
> Bought 12,128 $ETH
> Deposited the $ETH into TornadoCash for laundering

This marks a full exit from the stolen SOL position and an attempt to obscure the trail on Ethereum. The movement highlights how long-dormant exploit funds can suddenly re-enter circulation, often creating sell pressure on the original asset. Track similar large movements on Arkham Intelligence. Step Finance Exploiter Sells $21.4M $SOL After 5 Months Dormancy

#Ethereum #Solana flip Ethereum?# #Macro Insights# #Altcoin Season#

Michael Saylor: “Bitcoin is Digital Energy.” — Hints at More Purchases Michael Saylor shared a powerful message alongside Strategy’s latest Bitcoin treasury update: “Bitcoin is Digital Energy.”
Current Strategy Holdings: > Total Bitcoin: 847,363 BTC
> Current Value: $53.06 billion
> Average Cost Basis: $75,653 >Unrealized PnL: -17.24%

The chart shows Strategy’s consistent accumulation pattern over the years, with large orange circles marking major purchase events. Saylor’s post is widely interpreted as another signal that Strategy continues to view current prices as attractive for further buying. Saylor Calls Bitcoin “Digital Energy” — Strategy Keeps Stacking

#BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $SOL #Macro Insights#

ビットコインETF、8週連続の週間純流出を記録　最新データによると、米国のビットコイン現物ETFは8週連続で資金流出が続いています。　最近の傾向： 　＞ 週間純流出：-5億2664万ドル 　＞ ETF全体の純資産総額：373億7000万ドル 　＞ ビットコイン価格の状況：現在約61,480ドル 　この長期にわたる買い戻し（償還）連鎖は、幅広い市場のボラティリティとマクロ面の不確実性の中で、継続的な機関投資家のリスク回避、利確、そして慎重姿勢が続いていることを反映しています。ETFの流出は価格の動きに圧力をかけているものの、現時点では長期保有者による完全な投げ売り（キャピトュレーション）には至っていません。ビットコインETF：純流出が8週連続 　#BTC 価格分析# #ビットコイン価格予測：次の一手は？# $BTC $XRP #マクロの洞察# #ETFs

Ansem Now Up $146–150M on ANSEM — Token Surpasses $250M Market Cap Popular crypto influencer Ansem (@blknoiz06
) is sitting on massive gains from his own memecoin. Current Portfolio Highlights (via Arkham): > Total portfolio value: ~$149 million
> Major holding: ANSEM — still owns ~58% of supply
> Unrealized profit on ANSEM: +$146 million

$ANSEM has broken through the $250 million market cap milestone, with the token showing strong momentum in recent sessions. This marks one of the largest personal gains for a prominent figure launching their own memecoin, reigniting discussions around “trenches” culture and influencer-driven tokens. Track the token and wallet activity on Arkham Intelligence or Pump.fun
related dashboards. Ansem Up $146M on $ANSEM as Token Hits $250M+ Market Cap

#BTC Price Analysis# #Macro Insights# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC

OpenAI and Anthropic Face Growing Pressure Over IPO Ambitions Both leading AI companies are under increased scrutiny as questions mount around their paths to going public. Key Concerns: > Finances: Heavy spending on compute, talent, and infrastructure is raising doubts about profitability timelines.
> Government Equity: Potential U.S. government involvement or equity stakes could complicate traditional IPO structures and valuations.
> Valuation Realism: Sky-high private valuations are being challenged amid cooling investor enthusiasm in some tech segments.

This pressure comes as both OpenAI and Anthropic were seen as frontrunners for massive public debuts, with Anthropic recently raising at a near-$100B+ valuation. The developments could slow the AI IPO wave and force more conservative timelines. Track updates via company statements, regulatory filings, and major tech/finance outlets. OpenAI & Anthropic IPO Plans Questioned Amid Finance and Government Equity Concerns

#BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $SOL #Macro Insights# #Solana flip Ethereum?#

Royal Government of Bhutan Deposits 700 BTC ($43.75M) into Binance The Kingdom of Bhutan has moved 700 $BTC , valued at approximately $43.75 million, into Binance. This marks a significant on-chain movement from one of the few nation-states with a well-known Bitcoin treasury strategy. Quick Context: • Bhutan has been one of the earliest governments to actively mine and hold Bitcoin.
• Large deposits to exchanges often signal potential selling, rebalancing, or liquidity management.

The move is being closely watched by the market as governments continue to play an increasing role in Bitcoin’s supply dynamics. Track similar sovereign flows via Arkham Intelligence or on-chain analytics platforms. Bhutan Government Deposits 700 $BTC ($43.75M) to Binance

#BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $SOL #BTC, is the correction enough?#

President Trump says: Elon Musk Will Donate SpaceX SPCX Stock to Trump Accounts President Trump stated that he believes Elon Musk will donate SpaceX stock (SPCX) to the newly established Trump Accounts. This comes as SpaceX continues its highly anticipated public journey, with the stock generating massive interest on prediction markets and trading platforms. Context: > Trump Accounts are a new initiative aimed at giving Americans direct exposure to high-growth assets.
> A donation of SpaceX shares would be one of the largest and most high-profile gifts in recent history.

The statement further blurs the lines between politics, technology, and public markets, highlighting the growing influence of both Trump and Musk in the financial and crypto-adjacent space. Track updates via official White House statements and Elon Musk’s channels. Trump Expects Elon Musk to Donate SpaceX Stock to Trump Accounts

#BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $SOL #Macro Insights# #TRUMPOFFICIAL

Record 82% of All Bitcoin Now Held in Long-Term Wallets On-chain data shows an all-time high: 82% of Bitcoin’s supply is now locked in long-term holder (LTH) wallets. What the Chart Shows: > The orange line (LTH proportion) has steadily climbed over the years. > Red circles highlight previous major accumulation phases that preceded strong bull runs. > Short-term holder supply continues to shrink as weak hands capitulate and strong hands accumulate. This extreme concentration of supply in diamond hands is one of the strongest bullish on-chain signals possible. It suggests reduced selling pressure and high conviction among seasoned investors. Historically, periods with such high LTH dominance have preceded major upward moves once new demand enters the market. 82% of Bitcoin Supply Now in Long-Term Wallets — All-Time High #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $SOL #Macro Insights# #Altcoin Season#