For-Exx Kripto

🔐 CRYPTO REPORT — JULY 11, 2026
🌐 TODAY'S TOP HEADLINES
Mixed signals emerged in U.S.-Iran tensions. Mojtaba Khamenei said in a written message that his father's revenge "will certainly be taken," while Qatar and Oman intensified mediation efforts.
U.S. officials told AP that negotiators have been given limited time to reach an agreement, while confirming that technical discussions are continuing.
Israel launched an attack on the village of Al-Mansur in southern Lebanon, outside Israel's designated security zone, signaling that ceasefire tensions are spreading to the Lebanese front.
U.S. spot Bitcoin ETFs recorded $90.44 million in net inflows on July 10, marking a second consecutive day of inflows after an eight-week outflow streak.
HYPE was added to the Bitwise 10 Crypto Index ETF with a 0.95% weighting, marking its first inclusion in a major institutional index product.
21Shares stated that Bitcoin is following a cycle similar to previous post-halving periods and reaffirmed its $100,000 year-end price target.
The IMF warned that U.S. dollar stablecoins could accelerate currency crises, adding a new dimension to global regulatory discussions.
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₿ BITCOIN
BTC continues to hold between $64,000 and $65,000. Around $132 million in liquidations occurred over the past 24 hours, with the vast majority coming from short positions, indicating strong upward pressure on price.
On-chain accumulation signals remain intact, although renewed tensions in Iran continue to support a geopolitical risk premium.
21Shares believes Bitcoin is following previous halving cycles and expects it to return to $100,000 by year-end.
The $70,000 level remains the key technical resistance to watch in the coming days.
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🔷 ETHEREUM & ALTCOINS
HYPE's inclusion in the Bitwise 10 Crypto Index ETF strengthens its institutional appeal, as index inclusion typically leads to passive fund inflows.
DOGE is attempting to hold above the critical $0.070 support level, which analysts continue to identify as a key technical floor.
ARB remains strong following the decision to direct 10% of Robinhood Chain ecosystem fees toward the network.
AVAX, meanwhile, remains relatively quiet in July's news flow.
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📋 KEY CRYPTO NEWS
The security incident within the Hedera HBAR ecosystem is believed to be linked to the DeFi platform Bonzo Finance. Around $5 million transferred to Ethereum by the attackers is being tracked on-chain. An official statement from the project team is still pending.
Five Democratic senators have called for a committee hearing regarding Trump's cryptocurrency holdings, bringing political polarization further into the crypto regulatory debate.
The growing preference for self-custody among Binance EU users during the asset withdrawal process reinforces the trend of European crypto investors moving away from centralized exchanges.
Lite Strategy announced a $1 million investment in LitVM, a platform within the Litecoin ecosystem.
Earnings season begins tomorrow, with JPMorgan, Bank of America, Goldman Sachs, Wells Fargo, and Citi all reporting on the same day. Markets will closely watch their crypto exposure and comments on risk appetite.
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🔓 TOKEN UNLOCKS — JULY 12
PUMP — Pump.fun | July 12, 01:00 TRT
82.5 billion PUMP worth approximately $127–135 million.
Represents 20–29% of the circulating supply.
The team has confirmed plans to purchase 50 billion PUMP.
Selling Pressure: HIGH
This is by far the largest token unlock of the week.
Its impact on the memecoin sector and the Solana ecosystem is expected to be significant. The key question is whether the team's purchases will absorb enough of the selling pressure.
APT — Aptos | July 12, 18:30 TRT
11.31 million APT worth approximately $7–7.15 million.
Represents 1.31% of the total supply.
Distribution includes core contributors, the community, and investors.
Selling Pressure: LOW
The unlock is relatively small and is expected to have limited market impact.
BB — BounceBit | July 12
Approximately $700,000.
Selling Pressure: LOW
Near the reporting threshold. Worth monitoring, but expected to have minimal market impact.
Total unlock value: Approximately $135–143 million, with nearly all of it coming from PUMP.
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🔭 OUTLOOK & UPCOMING EVENTS
Tomorrow brings two major market catalysts simultaneously: the PUMP token unlock and the start of earnings season.
The approximately $135 million PUMP unlock is expected to create pressure across the Solana ecosystem. How much of that pressure is absorbed by the team's planned purchases will be a key factor throughout the day.
At the same time, earnings from major U.S. banks and updates on their crypto ETF exposure and overall risk appetite could determine whether Bitcoin is able to maintain support above $65,000.
Meanwhile, geopolitical risks remain balanced in both directions. Successful mediation efforts by Qatar and Oman could improve market sentiment, while any escalation following Mojtaba Khamenei's revenge message could trigger another wave of selling.
Key events to watch this week:
Earnings season begins with JPMorgan, Bank of America, Goldman Sachs, Wells Fargo, and Citi. Their crypto-related disclosures and market commentary could influence overall sentiment.
July 14, 15:30 TRT — June CPI. Inflation was 4.2% in May, with expectations for June ranging between 3.8% and 4.0% as energy prices eased. Renewed tensions involving Iran could push those expectations higher, making this the most important data release ahead of the Fed's July 28–29 meeting.
July 15 — Morgan Stanley and BlackRock earnings.
July 16 — TSMC and Netflix earnings.

The artificial intelligence industry's two leading companies, OpenAI and Anthropic, have officially taken the first steps toward going public on U.S. stock exchanges. Both companies have confidentially filed S-1 registration statements with the U.S. Securities and Exchange Commission (SEC), shifting investors' attention to their potential IPO dates, expected valuations, and the broader impact these listings could have on the technology sector.
If completed, these offerings could rank among the largest technology IPOs in recent history, marking a major milestone not only for the AI industry but also for global capital markets.
Where Does OpenAI Stand in the IPO Process?
OpenAI, the company behind ChatGPT, confidentially filed for an initial public offering with the SEC in June 2026. This filing method allows companies to work with regulators before publicly disclosing detailed financial information.
The company has not yet announced an official IPO date, share price, or the number of shares it plans to offer.
More recently, Bank of America extended OpenAI its first $520 million credit facility, reinforcing Wall Street expectations that preparations for the company's public debut are accelerating.
Anthropic Moved First
Anthropic, the developer of the Claude AI model, became the first major AI company to confidentially file for an IPO with the SEC on June 1, 2026.
Like OpenAI, Anthropic has not disclosed its expected share price, public float, or official listing date.
Market analysts believe Anthropic is currently several weeks ahead of OpenAI in the IPO process, although both companies continue to move through the regulatory review stage.
Expected IPO Timeline
Neither company has officially confirmed its listing schedule.
Current market expectations suggest:
Anthropic: Third or fourth quarter of 2026OpenAI: Late 2026 or early 2027
These timelines remain speculative and are based on market expectations rather than official company announcements.
Expected Valuations (Market Capitalization)
Private market valuations have reached unprecedented levels ahead of both IPOs.
Anthropic
Latest private valuation: approximately $965 billionSome secondary market transactions suggest the company's valuation has already exceeded $1 trillion
OpenAI
Most recent private funding rounds valued the company at approximately $850 billionWall Street analysts believe OpenAI could achieve a valuation of more than $1 trillion at the time of its IPO.
If these estimates hold, both companies could complete some of the largest public offerings ever seen in the technology sector.
Which Stock Exchange Will They Choose?
Although neither company has officially announced its preferred exchange, industry analysts expect both to list on one of the following U.S. exchanges:
NASDAQNew York Stock Exchange (NYSE)
Both exchanges are home to many of the world's largest technology companies and remain the most likely destinations for these high-profile IPOs.
Why Are These IPOs So Important?
OpenAI and Anthropic are more than just artificial intelligence companies—they are widely regarded as two of the fastest-growing technology firms in the world.
Their public listings could significantly influence:
U.S. technology indicesArtificial intelligence investmentsVenture capital marketsSemiconductor manufacturersCloud computing providersTechnology-focused ETFs
Given their scale and strategic importance, these IPOs are expected to become defining events for both the AI industry and the broader financial markets.
Can Retail Investors Participate?
In major U.S. IPOs, a significant portion of shares is typically allocated to institutional investors.
However, retail investors may still participate by:
Applying through international brokerage firms that provide IPO accessPurchasing shares once trading begins on public exchanges
Investors outside the United States, including those in Türkiye, can also gain exposure through brokerage firms offering access to U.S. equity markets.
OpenAI vs. Anthropic
OpenAI
Founded: 2015Flagship Product: ChatGPTConfidential IPO Filing: June 2026Latest Private Valuation: Approximately $850 billionExpected IPO Valuation: Over $1 trillionOfficial IPO Date: Not announced
Anthropic
Founded: 2021Flagship Product: ClaudeConfidential IPO Filing: June 1, 2026Latest Private Valuation: Approximately $965 billionExpected IPO Valuation: Close to $1 trillionOfficial IPO Date: Not announced
Conclusion
Competition in artificial intelligence is no longer limited to developing more advanced models—it is increasingly extending into global capital markets.
The IPOs of OpenAI and Anthropic could offer investors the opportunity to own shares in two of the world's fastest-growing AI companies. While official listing dates have yet to be announced, market attention is now focused on the SEC review process, upcoming prospectus filings, and the companies' eventual IPO schedules.

Over the past decade, the crypto asset ecosystem has emerged as one of the fastest-growing areas of technological innovation. However, its progress in corporate governance and investor communication has not kept pace. In particular, when markets face sharp price movements, security breaches or technical disruptions, the communication strategies adopted by many projects and platforms often deepen uncertainty rather than reinforce investor confidence.
The recent sharp price movement involving the TAC token has once again brought this issue into focus. Regardless of the underlying cause, the prolonged absence of an official statement created an information vacuum that quickly gave way to speculation, unverified claims and growing investor anxiety.
The critical issue is not the market event itself, but how communication is managed during periods of crisis.
Uncertainty is an inherent feature of financial markets. What determines investor confidence is not whether uncertainty exists, but how it is addressed. In traditional capital markets, publicly listed companies are expected to inform investors as promptly as possible following extraordinary price movements, operational disruptions or cybersecurity incidents. This obligation stems not only from regulatory requirements but also from the broader responsibility to preserve market integrity.
In crypto asset markets, however, comparable standards are often absent.
For many projects and service providers, the initial response is not transparent communication but silence. Yet every minute without reliable information encourages market participants to rely on unverified sources, allows social media speculation to influence price discovery and increases the likelihood of irrational investor behavior.
Transparency is not simply about communicating positive developments. Its true value becomes evident during periods of uncertainty. Even when technical investigations are still underway, informing the public that an investigation is in progress and providing regular updates can significantly reduce information asymmetry and help stabilize market sentiment.
Responsibility, however, does not rest solely with project teams.
Centralized cryptocurrency exchanges also occupy a critical position as the primary point of contact for millions of investors. When listed assets experience abnormal price movements, security concerns or operational issues, timely communication is essential to maintaining market confidence. While exchanges cannot reasonably be expected to bear responsibility for every incident involving a listed asset, their role in coordinating information and guiding investors places an important communication responsibility upon them.
The crypto industry has spent years seeking broader participation from institutional investors, traditional financial institutions and regulators. Achieving this objective will require more than technological innovation alone. Institutional participants increasingly evaluate governance standards, crisis management capabilities, transparency and accountability alongside technological fundamentals.
Ultimately, the defining question for the industry's future is not how high asset prices can rise, but how effectively institutions maintain trust when markets come under stress.
Trust remains the most valuable asset in any financial system. Security breaches, technical failures and market shocks can eventually be overcome. However, delayed disclosures, unanswered questions and prolonged silence can inflict lasting damage on investor confidence and the credibility of institutions.
For crypto asset markets to mature into a sustainable financial ecosystem, transparency, accountability and consistent investor communication must no longer be viewed as optional best practices. They should be recognized as fundamental principles of sound governance. Technology alone cannot build trust; lasting confidence depends on the integrity and transparency of the institutions behind it.
$TAC $BTC

July 13–17, 2026 | Weekly Risk Calendar (UTC +3)
🎯 Main Theme of the Week
This could be a defining week for the Warsh era. On Tuesday, markets will see whether June CPI marks the first meaningful decline from May's 4.2% inflation peak, while Fed Chair Kevin Warsh testifies before Congress on the same day. The pattern repeats Wednesday with PPI and Warsh's Senate testimony. Over two consecutive days, Warsh will appear before both the House and Senate, where lawmakers are expected to question Fed independence, the dot plot decision, and the future rate path. Following the Iran agreement, gasoline prices fell roughly 10% in June, providing the first meaningful signal of energy-driven disinflation. The reopening of the Strait of Hormuz could also be completed this week, meaning any energy-related headline could quickly reshape inflation expectations.
📅 Economic Calendar (TRT Only)
All dates and times below have been confirmed through official sources.
Tuesday – July 14
🇺🇸 15:30 TRT — June 2026 Consumer Price Index (CPI)
Confirmed by the official BLS calendar. Headline inflation was 4.2% in May, while June consensus stands around 3.8%. The Cleveland Fed nowcast projects 3.96%. Both estimates suggest inflation is easing from May's peak, mainly because gasoline prices fell about 10%. Markets will closely watch core CPI, which stood at 2.9% in May. If services inflation remains sticky, the narrative may become "energy prices are lower, but inflation remains persistent," limiting Warsh's policy flexibility.
🇺🇸 17:00 TRT — Warsh Congressional Testimony I — House Financial Services Committee
Warsh's first congressional testimony as Fed Chair comes just hours after the CPI release. Lawmakers are expected to question why the Fed maintained the dot plot, whether tariffs and the Iran agreement have changed the policy outlook, how long rates may remain at 3.5%, and how Warsh intends to preserve Federal Reserve independence.
Wednesday – July 15
🇺🇸 15:30 TRT — June 2026 Producer Price Index (PPI)
Confirmed by the official BLS calendar. Producer prices reached their highest annual reading since November 2022 in May, driven largely by energy costs. Continuum Economics expects flat monthly PPI with energy prices declining around 7%. Markets will assess whether PPI confirms or contradicts Tuesday's CPI report.
🇨🇦 16:45 TRT — Bank of Canada Interest Rate Decision & Monetary Policy Report
🇨🇦 17:30 TRT — Governor Macklem Press Conference
Confirmed by the Bank of Canada. Rates are expected to remain at 2.25%. Investors will focus on how falling energy prices affect the BoC's outlook and whether the reopening of the Strait of Hormuz changes its assessment of Canada's economy.
🇺🇸 17:00 TRT — Warsh Congressional Testimony II — Senate Banking Committee
Confirmed by Kiplinger. Senate hearings are typically more technical than House hearings. Markets will watch whether Warsh's tone changes following the CPI and PPI releases.
Thursday – July 16
🇺🇸 15:30 TRT — June Advance Retail Sales
🇺🇸 15:30 TRT — Weekly Initial Jobless Claims
Confirmed by the U.S. Census Bureau. Following June's weak 57,000 payroll increase, investors will watch whether consumer spending also begins to weaken.
Friday – July 17
🇺🇸 17:00 TRT — Preliminary University of Michigan Consumer Sentiment
Confirmed by Advisor Perspectives. Consumer sentiment improved to 49.5 in June from 44.8 in May, with consensus expecting 51.5 for July. Lower gasoline prices may improve confidence, while weaker employment data could offset that optimism.
⚡ Crypto & Market Risks
Tuesday — CPI + Warsh: A softer CPI combined with a dovish Warsh could sharply reduce rate hike expectations and trigger a strong rally in risk assets. A softer CPI with a hawkish Warsh would likely create mixed signals and elevated volatility. A hot core CPI alongside a hawkish Warsh would strengthen the U.S. dollar, raise rate hike expectations, and pressure crypto markets.
Wednesday — PPI + Warsh II + BoC: Three major events occur on the same day. A stronger-than-expected PPI could reverse Tuesday's optimism. A dovish BoC could weaken the Canadian dollar, strengthen the U.S. dollar, and add pressure to crypto markets. Any meaningful shift in Warsh's tone compared with Tuesday could also trigger significant volatility.
Thursday — Retail Sales: Weak consumer spending after June's disappointing payroll report would reinforce expectations that the Fed may delay further tightening, potentially supporting crypto. Strong retail sales would strengthen the case that the economy remains resilient and give Warsh greater flexibility to maintain a hawkish stance.
Strait of Hormuz: The 30-day implementation period is expected to conclude this week. Confirmation that the Strait has fully reopened could trigger sharp moves in energy prices, reshape inflation expectations, and quickly overshadow this week's macroeconomic data.
$BTC $XRP

The Hedera ( $HBAR ) ecosystem has been hit by a major security incident, with more than $5 million in crypto assets reportedly stolen. On-chain data indicates that the attacker bridged the stolen funds from Hedera to Ethereum, while early findings suggest the exploit may be linked to the DeFi lending protocol Bonzo Finance.
Stolen Funds Moved to Ethereum
According to blockchain investigators, the attacker used LayerZero to transfer assets from Hedera to Ethereum. The stolen Wrapped Bitcoin (WBTC) was later swapped for Ether (ETH).
Initial estimates placed the loss at around $3.7 million, but subsequent transfers pushed the total above $5 million. Current on-chain analysis indicates the attacker's wallet holds approximately 2,360 ETH and 15.58 WBTC.
Wallet Initially Funded Through Tornado Cash
Security researchers found that the attacker's wallet was initially funded with 1 ETH routed through Tornado Cash, a crypto mixer commonly used to obscure transaction history. This has raised concerns that the exploit was carefully planned to conceal the movement of funds.
Bonzo Finance Connection Under Investigation
Early investigations suggest the exploit may be connected to Bonzo Finance, a lending and borrowing protocol operating within the Hedera ecosystem.
While the exact cause of the breach has not yet been confirmed, technical investigations are ongoing as teams work to identify the vulnerability and prevent further risks.
Crypto Exploits Continue to Rise in 2026
The Hedera incident adds to a growing list of crypto security breaches this year. During July alone, multiple attacks targeting DeFi platforms resulted in losses exceeding $28 million, including exploits involving Summer.fi and BONK DAO.
Industry reports also indicate that although total financial losses have fluctuated, the number of security incidents has increased significantly during the first half of 2026.
Conclusion
The latest Hedera exploit highlights the persistent security risks facing decentralized finance. With more than $5 million in assets stolen and bridged to Ethereum, the incident underscores the importance of robust protocol security. As investigations continue, investors are closely watching for official updates from the Hedera ecosystem regarding the source of the exploit and its broader impact.

🔐 CRYPTO REPORT — JULY 10, 2026 ━━━━━━━━━━━━━━━━━━━━━━━━━
🌐 TODAY'S TOP HEADLINES
Iran reopened the door to diplomacy. According to the New York Times, Qatar has re-engaged with the United States, while Vice President Vance, Steve Witkoff, and Jared Kushner are coordinating with Qatari officials to strengthen negotiations.
A U.S. official also confirmed that technical talks are continuing and that both sides remain committed to finding a diplomatic solution.
Bitcoin rebounded more than 3% from yesterday's lows, while the total crypto market capitalization gained 2.4%.
Standard Chartered reaffirmed its $100,000 Bitcoin target, calling current price levels "a screaming buying opportunity."
Bitcoin's consolidation between $60,000 and $70,000 has become the third-longest trading range in its history.
Digital assets posted a third consecutive quarterly loss in Q2 2026, marking the longest losing streak since the 2022 bear market.
Institutional capital continued rotating into AI stocks, while Bitcoin ETFs recorded their largest quarterly outflows on record.
BlackRock transferred approximately 951.5 BTC, worth about $59 million, to Coinbase Prime.
SWIFT began testing a blockchain-based 24/7 payment system with 17 major international banks.
Japan is debating the repatriation of GPIF's $1.87 trillion portfolio, strengthening the yen and raising questions about global liquidity.
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₿ BITCOIN
BTC recovered to the $64,000 range as geopolitical tensions eased slightly, while a widely followed momentum indicator turned bullish.
The Fear & Greed Index improved from 22 to 23, remaining in extreme fear but showing early signs of recovery.
Standard Chartered's bullish outlook and BlackRock's Coinbase Prime transfer point to continued institutional activity. However, the third consecutive quarterly loss and uncertainty surrounding Japan's GPIF remain key risks. Major support lies between $60,000 and $62,000, while $65,743 is the first major resistance.
🔷 ETHEREUM & ALTCOINS
Robinhood Chain exploded in its first week, with daily DEX volume surpassing $560 million and active addresses approaching 200,000. It overtook Base to become the second-largest Uniswap deployment. The momentum pushed ARB up more than 15%, while Robinhood Chain and other Arbitrum Layer-2 networks will direct 10% of ecosystem transaction fees toward token treasuries.
More than $70 million flowed into Robinhood Chain from Ethereum during its first week.
Wells Fargo increased its positions in Strategy, ETH, and SOL.
Stablecoin supply on Solana has quadrupled since early 2025, reaching $14.75 billion.
AAVE gained 6% after launching its Stable Vaults product.
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📋 KEY CRYPTO NEWS
BitGo introduced a quantum-resistant Bitcoin wallet security solution designed to protect institutional investors from future quantum computing threats.
A new U.S. digital asset bill aimed at providing regulatory clarity is expected next week, with the CLARITY Act set to return to the Senate agenda after recess.
Zcash announced that its Ironwood upgrade will go live on mainnet on July 28.
Hong Kong's SFC urged brokers and crypto platforms to replace one-time passwords (OTP) with stronger authentication methods to reduce fraud risks.
SK Hynix's U.S. ADR will begin trading on Nasdaq today as one of the largest IPOs of 2026.
Dallas Fed President Logan is scheduled to speak today, with markets closely watching for monetary policy comments.
🔓 TOKEN UNLOCKS — JULY 11
IO (io.net) — 3.9% of circulating supply (~$2.53M). Selling pressure: LOW-MODERATE 🟡
ALLO (Allo Protocol) — 8.6% of circulating supply (~$2.84M). Selling pressure: MODERATE 🟡
IMX (Immutable) — 1.14% of circulating supply (~$1.20M). Selling pressure: LOW 🟢
Other smaller unlocks:
CARV (~$275K-400K), Magic Eden (ME) (~$435K), RAIN (~$17.8M), Delysium (AGI) (~$179K), Holoworld AI (HOLO) (~$2.39M), Nereus (NRS) (~$1.17M), and Moca Network (MOCA) (~$2.53M).
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🔭 OUTLOOK & UPCOMING EVENTS
Two opposing forces are shaping the market. On one side are renewed Iran diplomacy, Standard Chartered's bullish Bitcoin outlook, and Robinhood Chain's rapidly expanding ecosystem. On the other are digital assets' third consecutive quarterly loss, uncertainty surrounding Japan's GPIF, and the upcoming $134.6 million PUMP token unlock on July 12.
Near-term direction will largely depend on whether diplomatic progress with Iran continues and how earnings season influences institutional sentiment toward digital assets.
Key events to watch:
July 12 — PUMP unlock (~$134.6M): Potential impact on the Solana ecosystem.
July 14 — June CPI: The most important macroeconomic release before the July FOMC meeting.
July 14 — Earnings season begins: JPMorgan, Bank of America, Goldman Sachs, Wells Fargo, and Citi report on the same day. Markets will watch for comments on crypto exposure and risk appetite.
July 15 — Morgan Stanley and BlackRock earnings: BlackRock's outlook for IBIT and broader growth expectations will be closely monitored.
July 16 — TSMC, Netflix, and UnitedHealth earnings: Technology and healthcare results could influence overall market risk sentiment.

🔐 CRYPTO REPORT — JULY 9, 2026 ━━━━━━━━━━━━━━━━━━━━━━━━━
🌐 TODAY'S TOP HEADLINES
Traffic through the Strait of Hormuz nearly came to a complete halt today.
The White House said it is preparing for a conflict that could last several days or even weeks. The U.S. military also announced it is ready to reimpose the blockade if ordered.
Qatar's Prime Minister said they support all efforts aimed at preventing further escalation.
Mediator countries are working to bring Iran and the United States back to the negotiating table.
Iran described U.S. attacks on civilian infrastructure as serious war crimes and suspended talks with the United States.
Bitcoin spot ETFs recorded $85 million in net outflows on Wednesday, while ETH ETFs posted net inflows.
BlackRock resumed buying BTC through IBIT over the past two days, purchasing approximately $250 million worth of Bitcoin, signaling renewed institutional demand near key price levels.
Paradigm raised a new $1.2 billion fund for artificial intelligence and crypto infrastructure projects.
South Korea's Mirae Asset Group became the first traditional financial institution in the country to acquire a cryptocurrency exchange.
Sony received conditional approval in the United States to establish a bank focused on stablecoin issuance.
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₿ BITCOIN
BTC continues to hold above $62,000, with its reaction to escalating geopolitical tensions remaining relatively limited. The market is increasingly pricing war-related shocks as an interest rate story, with Bitcoin now moving more closely alongside short-term U.S. Treasury yields than traditional safe-haven assets. As the two-year U.S. Treasury yield approaches its 2026 high, the U.S. dollar continues to strengthen, keeping pressure on BTC. However, the $60,000 level remains a critical support. Holding above this level despite escalating tensions could strengthen the case for capital rotating from gold into Bitcoin.
Most of the $272 billion in liquidations over the past 24 hours came from long positions.
🔷 ETHEREUM & ALTCOINS
ETH has been the week's strongest major asset, gaining 5.7% over the past seven days while inflows into Ether ETFs continued.
Bitmine purchased approximately 40,000 additional ETH, bringing its holdings to around 4.8% of total supply. Tom Lee reiterated that "we are still in the early stages of crypto spring," further supporting Ethereum's weekly performance.
HYPE gained 5.9% on the week as growing demand for tokenized commodity products during geopolitical uncertainty continued to support the ecosystem.
Solana remains the only major asset posting a weekly loss, with SOL trading around the $77 level.
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📋 KEY CRYPTO NEWS
Wells Fargo disclosed major investments in crypto ETFs, including BlackRock's IBIT and ETHA, while confirming significant positions in MicroStrategy and other crypto-related equities. The bank reduced its holdings in Coinbase and Galaxy Digital while restructuring several Bitcoin ETF positions.
MARA acquired 1,200 acres of land in Texas for AI infrastructure. Its shares rose more than 12% as the company plans to build an integrated digital campus for Bitcoin mining and high-performance computing.
Binance is holding discussions with European regulators on new licensing options after withdrawing its Greece MiCA application.
U.S. Senator Elizabeth Warren warned that the Transparency Act may contain loopholes that could enable sanctions evasion.
Circle refused to burn and reissue 381,000 USDC stolen in a 2025 fraud case and now faces allegations of failing to comply with a Wisconsin court order, a case that could become an important legal precedent for stablecoins.
🔓 TOKEN UNLOCKS — JULY 10
RAIN → ~$660M–793M USD (largest)
VELVET → ~$3.8M–14.6M USD
HOME → ~$3.5M–7.5M USD
FLR (Flare) → ~$7.55M USD
MOVE (Movement) → ~$1.85M USD
LINEA → ~$0.975M–1.93M USD
W (Wormhole) → ~$489K USD
RESOLV → ~$43K USD
Additional smaller unlocks (CARV, SOIL, ALLO, etc.) are also scheduled.
Key unlocks to watch this week:
PUMP — Pump fun — July 12, 01:00 TRT
~82.5B PUMP worth approximately $134.6M, equal to 29.23% of circulating supply. The team is confirmed to receive 50B PUMP.
Selling Pressure: HIGH 🔴
By far the largest unlock of the week.
APT — Aptos — July 12, 18:30 TRT
~11.31M APT worth approximately $7.15M, equal to 0.54% of total supply. Distribution will go to core contributors, the community, and investors.
Selling Pressure: LOW 🟢
Despite Aptos' April 2026 tokenomics reform (2.1B hard cap and 100% gas burning), this unlock is relatively small and is expected to have limited market impact.
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🔭 OUTLOOK & UPCOMING EVENTS
The market's primary conflict remains clear: if the Strait of Hormuz closes, oil prices surge, inflation expectations rise, the probability of further Fed rate hikes increases, and Bitcoin comes under additional pressure.
On the other hand, BlackRock's $250 million Bitcoin purchases, Paradigm's $1.2 billion fund, and continued institutional ETF inflows indicate that the market's underlying demand remains intact.
In the short term, geopolitical developments will remain the dominant driver. Any escalation or ceasefire headlines related to the Strait of Hormuz could trigger sharp moves in either direction.
Key events to watch this week:
July 12 — PUMP unlock (~$134.6M): Impact on the Solana ecosystem and the memecoin sector.
July 14 — June CPI: The most important macroeconomic release ahead of the July 28–29 FOMC meeting. Following May's 4.2% inflation reading, this report could significantly reshape expectations.
Ongoing: Developments surrounding traffic through the Strait of Hormuz and diplomatic mediation efforts, which could influence markets even before the CPI release.

🔐 CRYPTO REPORT — JULY 8, 2026
🌐 TODAY'S TOP HEADLINES
U.S.-Iran tensions escalated after CENTCOM confirmed strikes on more than 80 targets, while Iran declared any country supporting U.S. attacks a legitimate target.
President Trump said the U.S. "could strike Iran tonight," prompting Tehran to suspend talks.
NATO Secretary General Mark Rutte called recent attacks on Gulf shipping a ceasefire violation and said a U.S. response was "absolutely necessary."
The Strait of Hormuz remains open, although regional tensions continue to rise.
South Korea's KOSPI has officially entered a bear market, falling more than 20% from its June peak.
Central banks continue reducing U.S. dollar exposure in favor of gold and the euro. Tanzania's central bank announced it purchased 28 metric tons of gold over the past 18 months.
TAC, newly listed on Binance Alpha, plunged more than 90% within 15 minutes, with no official explanation from either the project or Binance.
The first FOMC Minutes under Kevin Warsh will be released today at 21:00 TRT. Markets expect a more hawkish tone than the official June statement suggested.
Bitcoin and crypto ETFs recorded $286 million in net inflows on Monday, ending an eight-week outflow trend.
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₿ BITCOIN
Rising geopolitical tensions triggered a risk-off move, sending $BTC back toward $62,000 and liquidating nearly $1 billion in futures positions. Bitcoin remains below all major moving averages, suggesting recent rebounds are still corrective within a broader downtrend.
🔷 ETHEREUM & ALTCOINS
Bitmine, led by Tom Lee, acquired another 40,000 $ETH , bringing its holdings close to 4.8% of total supply. More than 83% of ETH remains staked, supporting long-term confidence despite geopolitical pressure.
XRP Ledger's real-world assets surpassed $4 billion.
SpaceX's inclusion in the Nasdaq-100 increases indirect institutional Bitcoin exposure through index funds.
Hyperliquid has seen increased interest in tokenized commodity products as traders hedge with oil, gold, and silver.
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📋 KEY CRYPTO NEWS
Markets expect today's FOMC Minutes to reveal a more hawkish internal debate, including support for at least one 25-basis-point rate hike. Investors will also focus on why Warsh chose not to publish a dot plot.
CryptoQuant reported a sharp rise in Bitcoin derivatives selling pressure, with roughly $1.8 billion in sell volume added within one hour.
The stablecoin market contracted by $7.7 billion in June, its largest monthly decline since the TerraUSD collapse.
The TAC collapse has raised questions about Binance Alpha's listing standards, while DASH ZK mainnet is expected to launch this week.
🔓 TOKEN UNLOCKS
MOVE (July 9): 165M tokens (~$2M). Expected selling pressure: Low.
PUMP (July 12): 82.5B tokens (~$125–135M), equal to 29.23% of circulating supply. The week's largest unlock with high selling pressure.
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🔭 OUTLOOK
Markets face two major risks: escalating U.S.-Iran tensions and today's FOMC Minutes. A more hawkish Fed combined with rising geopolitical uncertainty could increase pressure on Bitcoin. However, renewed ETF inflows and continued institutional ETH accumulation suggest long-term demand remains intact.
Key events: Today – FOMC Minutes (21:00 TRT). July 12 – PUMP unlock. July 14 – June CPI, the key inflation report before the July 28–29 FOMC meeting.

🔐 CRYPTO REPORT — JULY 7, 2026
🌐 TODAY'S TOP HEADLINES
Samsung's record profit failed to halt a sharp selloff in its shares, dragging the KOSPI index down 6%.
Iran's Foreign Minister said negotiations on a final agreement will not begin if threats continue.
President Trump said he is considering selling F-35 fighter jets to Türkiye, calling it a more loyal ally than some NATO partners, and added that U.S. CAATSA sanctions on Türkiye will be lifted. Israeli Prime Minister Netanyahu warned that such a sale would disrupt the Middle East's balance of power.
Bank of America reiterated a Buy rating on SpaceX with a $235 price target.
The stablecoin market shrank 2.4% ($7.7B) in June to $312B, marking its largest monthly decline since the 2022 TerraUSD collapse.
QatarEnergy halted production at the Ras Laffan LNG facility after an Iranian drone attack.
Tiger Securities upgraded Coinbase to Buy with a $200 target. Coinbase also expanded its UK license to offer stocks and derivatives alongside crypto.
The UKMTO raised the threat level in the Strait of Hormuz to "Severe."
Strategy reported an $8.32B digital asset loss for Q2 2026, including $8.31B in unrealized losses. The company sold 3,588 BTC for $216M to fund preferred-share dividends, with the average sale price well below its cost basis.
Bitcoin Suisse received regulatory approval to operate in Abu Dhabi's ADGM financial center, while analyst Benjamin Cowen said the current cycle resembles a less volatile version of the 2018 bear market and believes the final bottom may arrive in October 2026.
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₿ BITCOIN
Bitcoin is trading in a critical technical range between $62,700 and $65,600, with $62,700 acting as key support and $65,600 as resistance. Strategy's $BTC sales briefly pressured sentiment, but on-chain data continues to show long-term holders accumulating. Miner profitability remains under pressure, while the NUPL indicator is approaching the zero line—a level that has historically signaled market bottoms.
🔷 ETHEREUM & ALTCOINS
Ethereum continues to trade sideways as expectations build for the upcoming Glamsterdam upgrade.
Kalshi launched perpetual $ETH futures, marking another step toward institutional adoption through a CFTC-regulated platform.
Despite yesterday's 9.92 million HYPE token unlock, selling pressure remained limited. Continued buying from the Assistance Fund and strong staking participation helped absorb supply, although wallets linked to a16z transferred roughly $10M worth of HYPE to exchanges and remain under close watch.
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📋 KEY CRYPTO NEWS
Bernstein said Strategy is unlikely to face forced Bitcoin sales at current price levels and maintained its $150,000 year-end BTC target.
A transfer of 4 billion DOGE from Binance to an unknown wallet is being closely monitored.
The total value of real-world assets (RWA) on Stellar has surpassed $3B.
Around 20% of Bitcoin miners remain unprofitable, while CryptoQuant views the NUPL indicator approaching zero as another potential bottom signal.
Morgan Stanley said investors are rotating from semiconductor stocks into hyperscalers such as Microsoft, Amazon, and Meta, warning that U.S. equities may struggle to reach fresh highs while maintaining its year-end S&P 500 target of 8,000.
SK Hynix completed bookbuilding and is scheduled to list on Nasdaq on July 10 at a reference valuation of $1.16T, making it one of 2026's largest IPOs.
Deribit by Coinbase and SignalPlus launched a partnership to provide BTC and ETH options strategies for selected institutional clients.
Binance will delist ALCX, ARDR, NFP, and POND this week.
The first full FOMC minutes under Kevin Warsh's leadership will be released Wednesday at 21:00 TRT.
🔓 TOKEN UNLOCKS — JULY 8
No major token unlocks have been confirmed for July 8.
The next notable unlock is MOVE on July 9, when approximately 165 million MOVE tokens worth around $2M will be released to early investors. Selling pressure is expected to remain low, with only limited market impact anticipated.
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🔭 OUTLOOK & UPCOMING EVENTS
The short-term outlook remains mixed. On one hand, NUPL and miner capitulation continue to hint at a potential market bottom. On the other, Strategy's BTC sales and the upcoming PUMP token unlock represent additional supply risks.
The $62,700 level remains the key support. If it holds, Bitcoin could retest the $65,600 resistance zone.
Markets will closely watch Wednesday's FOMC Minutes, where Warsh's comments on inflation, interest rates, and the Committee's policy outlook could trigger significant volatility.
Another major event is the June CPI report on July 14. After May inflation came in at 4.2%, this release is expected to be the most important macro indicator ahead of the July 28–29 FOMC meeting.

FOMC Minutes – July 8, 2026 | 21:00 (UTC +3)
Tomorrow's FOMC minutes cover the June 16–17 meeting. The Committee kept the federal funds rate unchanged at 3.50%–3.75%, but the projections revealed a sharp divide for the end of 2026. Nine of the 18 participants projected at least one rate hike by year-end, eight expected no change, and one anticipated a rate cut. Meanwhile, Fed Chair Kevin Warsh declined to submit a dot plot projection, becoming the first Fed Chair since 2012 not to provide one. Markets are now looking for the reasoning behind this 9–9 split.
Two Scenarios
If the hawkish camp dominates — and the minutes emphasize inflation remaining above 3%, expectations for a September rate hike could strengthen (currently around 50–55% on CME FedWatch, down from 66% before the weak June payroll report). In this scenario, the U.S. dollar would likely strengthen, while real yields move higher.
If the dovish camp takes the lead — and policymakers focus on the weakest labor market in four months, expectations for a September hike could fade, pushing real yields lower.
Gold
Gold is currently trading around $4,155, its highest level in two weeks. The metal posted its worst quarter since 2013 during the first half of 2026 as rising real yields weighed on prices. If the minutes are hawkish, gold could face downside pressure from current levels. A dovish outcome could open the way for a recovery toward the $4,200–4,300 range. Silver is trading with a higher beta than gold (around $62.90, with a gold-to-silver ratio near 66), meaning any move in gold could be amplified in silver.
Bitcoin
$BTC has staged a strong recovery over the past two days and is currently trading in the $63,000–64,000 range, up more than 6% on the week. However, it has still fallen from $93,000 at the beginning of the year to nearly $60,000, and June marked a weekly close below the 200-week moving average—a signal seen in previous bear markets. ETF flows remain critical. BlackRock's IBIT experienced persistent outflows, and institutional capital has yet to fully return, although today's $46.6 million net inflow marked the first positive day in weeks. Hawkish minutes could suppress risk appetite and push Bitcoin back below $60,000, while a dovish signal could increase the probability of testing the $65,000–66,000 resistance zone.
U.S. Equities
A dovish tone would likely support the stock market rally, particularly in interest-rate-sensitive technology stocks. A hawkish tone, on the other hand, could trigger renewed selling pressure, especially across growth shares. Bank of America's recent warning that speculation has reached excessive levels and that markets face an increased "snapback" risk could amplify volatility if reinforced by the minutes.
Overall Outlook
Thursday's Weekly Jobless Claims and Tuesday's ADP Employment Report will complete the picture ahead of the September Fed decision. The minutes alone may not provide a definitive market direction. The real focus will be the depth of the discussion behind the Committee's 9–9 split and any clues about Warsh's evolving policy stance.

Bureaucratic disputes in Washington are slowing one of the key pillars of President Donald Trump's pro-crypto agenda.
Despite renewed uncertainty over the legal foundation of the proposed Strategic Bitcoin Reserve, Bitcoin moved higher on Monday, suggesting investors view the issue as a long-term structural question rather than an immediate price catalyst. With the U.S. government holding more than $20 billion worth of Bitcoin, any decision involving the Treasury or Commerce Department could still have major implications for supply dynamics, as Washington remains one of the world's largest Bitcoin holders.
A legal jurisdiction dispute between the U.S. Treasury Department and the Department of Commerce over who should manage the Strategic Bitcoin Reserve is delaying implementation of Trump's plan.
Summary
The Treasury and Commerce Departments are competing for authority to oversee the proposed Strategic Bitcoin Reserve as legal questions remain unresolved.
Officials are considering placing the reserve under the Department of Commerce instead of the Treasury.
One of the biggest legal concerns is whether Bitcoin can be held indefinitely, given its price volatility.
The Department of Justice's Office of Legal Counsel is working with both departments to establish a legally sound framework.
The U.S. government currently holds more than $20 billion worth of Bitcoin across multiple agencies, making it one of the world's largest Bitcoin holders.
Although Bitcoin remains nearly 50% below its October all-time high, it still posted gains on Monday.
Trump ordered the creation of the Strategic Bitcoin Reserve last year, with the original plan calling for the Treasury Department to manage Bitcoin seized by federal authorities while allowing for future acquisitions. However, according to Bloomberg, concerns have emerged over whether the Treasury has the legal authority to manage such a reserve, prompting officials to explore alternative structures, including transferring responsibility to the Commerce Department.
The White House said it continues evaluating the most effective structure for both the Strategic Bitcoin Reserve and the broader digital asset stockpile, while the Treasury and Commerce Departments declined to comment.
Officials argue that previous government Bitcoin sales have cost taxpayers an estimated $17 billion in missed value and believe consolidating holdings into a permanent reserve would provide a long-term strategic advantage. The delay highlights the gap between Washington's ambition to make the U.S. a global crypto leader and the legal and operational challenges of managing a highly volatile asset.
$BTC