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Federal Reserve Governor Christopher Waller revealed that negotiations around the crypto market structure bill, known as CLARITY, have reached a stalemate. This indicates a pause in progress toward regulatory clarity in the cryptocurrency space. The impasse may impact investor confidence and delay legislative efforts for crypto regulation.

Morgan Stanley initiated coverage on three bitcoin miners, giving Overweight ratings to Cipher Mining and TeraWulf while assigning an Underweight rating to Marathon Digital. The bank values miners transforming into data center infrastructure with long-term leases as stable cash flow assets, like REITs, over traditional bitcoin mining bets. The analysis highlights a sector shift where miners are increasingly focusing on data center and AI workloads due to shrinking mining margins and revenue pressures.

Solana recovered strongly by over 30% from a low near $67, supported by dip buyers and cautious re-entry from long-term holders. Despite this rally, SOL remains below critical resistance at $96, where sustained buying is needed to confirm a recovery. Short-term holders are still facing large losses, keeping price volatility and downside risk high until this level is decisively cleared.

Morgan Stanley a început acoperirea a trei companii de minerit Bitcoin, atribuind ratinguri de tip overweight pentru Cipher Mining și TeraWulf, și un rating de tip underweight pentru Marathon Digital Holdings. Banca a subliniat că privește firmele de minerit mai degrabă ca pe investiții în infrastructură cu flux de numerar fiabil decât ca pe jocuri directe de Bitcoin. Țintele de preț au fost stabilite la 38 de dolari pentru Cipher Mining, 37 de dolari pentru TeraWulf și 8 dolari pentru Marathon Digital, reflectând așteptări de creștere diferite.

Fondurile Bitcoin au înregistrat ieșiri de 264 de milioane de dolari săptămâna trecută, marcând a treia săptămână consecutivă de fluxuri negative, în timp ce fondurile altcoin precum XRP, Solana și Ethereum au văzut intrări notabile. În ciuda ieșirilor continue, retragerile totale din fondurile cripto au încetinit semnificativ, coincizând cu o recuperare a prețurilor Bitcoin după o recentă vânzare. Analiștii de piață rămân prudenți cu privire la perspectivele pe termen scurt ale Bitcoin și la forța altcoin-urilor, deși unii investitori pe termen lung, optimist, mențin ținte de preț optimiste.

The founding team of Farcaster, including Dan Romero and Varun Srinivasan, along with the Merkle team, have joined the Tempo blockchain, which is backed by Paradigm. This move follows the recent sale of Farcaster to ecosystem developer Neynar announced just over two weeks ago. The integration aims to bolster Tempo's development and ecosystem growth through experienced leadership.

Contrary to rumors circulating in the media, including statements by CNBC's Jim Cramer, the U.S. government does not currently have any plans to create or fill a bitcoin reserve. While there was a claim that President Donald Trump ordered such a reserve, it has not been established. The speculation that federal authorities will begin purchasing bitcoin once it hits $60,000 is unfounded.

Morgan Stanley has started coverage on bitcoin mining companies, viewing some mining sites as infrastructure assets. As a result, Cipher Mining and TeraWulf stocks were rated as buys, while Marathon Digital Holdings was rated as a sell. The coverage reflects differing fundamentals and investment prospects within the bitcoin mining sector.

Bitcoin a scăzut temporar, dar a revenit la 70.000 $ după o reafirmare a unei perspective optimiste privind prețul de către analistul Bernstein, Gautam Chhugani. Chhugani a descris scenariile actuale de scădere ca fiind istoric slabe comparativ cu ciclurile anterioare. Analistul își menține încrederea în potențialul Bitcoin de a ajunge la 150.000 $, subliniind fundamentele puternice pe termen lung.

Dan Romero and Varun Srinivasan, co-founders of the crypto social network Farcaster, have joined Tempo, a stablecoin-focused blockchain backed by Stripe and Paradigm. Farcaster was recently acquired by Neynar, with its founders stepping away from daily operations and planning to return $180 million raised to investors. Tempo is building a global payment network and has attracted notable talent and partnerships ahead of its full launch later this year.

BitMine Immersion Technologies has added 40,613 Ethereum tokens valued at $83.2 million to its holdings despite $7.5 billion in unrealized losses. The firm holds approximately 3.58% of the circulating ETH supply but faces significant paper losses due to high average acquisition costs. Tom Lee remains optimistic about Ethereum's fundamentals and anticipates a V-shaped recovery around 2026 based on historical patterns.

Alphabet announced a $185 billion seven-part bond sale to finance its ambitious AI development, including data centers and AI hardware investment. The bonds offer a premium over Treasury yields, including plans for a rare 100-year note in multiple currencies. Despite recent stock volatility tied to AI market fears, analysts largely maintain positive outlooks, with price targets mostly above current levels.

Bitmine has made a significant purchase by acquiring 20,000 ETH, valued at $41.08 million, from the trading platform FalconX. The transaction occurred recently, indicating continued confidence in Ethereum. This move may reflect a strategic accumulation during current market conditions.

Chinese regulators are intensifying their crackdown on cryptocurrencies to explicitly prohibit yuan-pegged stablecoins. The move enforces existing policies making it unlikely for domestic companies to obtain stablecoin licenses. However, an exception exists for government-approved real-world asset (RWA) projects, signaling potential permission for limited tokenization initiatives within regulatory sandboxes.

Jump Trading, a crypto market-making firm, will invest in decentralized prediction market platforms Polymarket and Kalshi by acquiring stakes in both. The stake in Kalshi will be a fixed equity position, whereas Jump's ownership in Polymarket will grow incrementally based on the liquidity volume it supplies. These deals align Jump Trading's interests with the growth and liquidity of these platforms.

Dan Romero and Varun Srinivasan, the creators of the decentralized social media platform Farcaster, have joined the stablecoin startup Tempo. Romero expressed enthusiasm about the potential of stablecoins, calling it a generational opportunity. This career move follows the recent sale of Farcaster to Neynar, after which the founders stepped down from their management roles.

Directorul CryptoQuant, Ki Young Ju, a declarat că Bitcoin este în prezent rezistent la creșterea prețurilor, chiar și cu influxuri semnificative de capital. În 2024, un influx de 10 miliarde de dolari a crescut valoarea Bitcoin-ului cu 26 de miliarde de dolari, în timp ce în anul precedent, un influx de 308 miliarde de dolari a coincis cu o scădere a capitalizării de piață de 98 de miliarde de dolari. Directorul sugerează că presiunea mare de vânzare subminează formulele tipice de creștere a prețului și că strategiile de cumpărare corporativă sau cele ale Trezoreriei Active Digitale pot fi ineficiente până când condițiile de piață devin mai favorabile.

Despite ongoing market volatility, three altcoins—Canton (CC), Rain (RAIN), and Impossible Cloud Network (ICNT)—display signals indicating potential new all-time highs. CC trades near resistance with unique negative correlation to Bitcoin, RAIN benefits from bullish capital inflows amid price hesitation, and ICNT shows a volatility squeeze that may fuel a breakout. Each altcoin faces key support and resistance levels that will determine whether bullish momentum continues or corrections set in.

China își reduce deținerile de obligațiuni de trezorerie ale SUA, ceea ce stârnește îngrijorări cu privire la creșterea randamentelor din SUA și la condiții financiare mai stricte. Această tendință ar putea crea o presiune asupra lichidității care afectează activele speculative precum Bitcoin, care este sensibil la schimbările macroeconomice și la creșterea randamentelor reale. Volatilitatea prețului Bitcoin reflectă rolul său ca indicator în timp real al lichidității globale și al apetitului pentru risc în contextul reacțiilor de piață incerte la vânzarea de obligațiuni a Chinei.