Bitcoin

Analysts see early bottoming via Supply in Loss near 50%, but say hawkish macro and geopolitics can delay a durable low.

The scenario sits alongside negative late-July BTC demand readings and early-August $75K–$77K call flow on Deribit.

The Freedom Tech Excellence Program roster links a bitcoin policy group with major U.S. tech-defense names, but terms of participation are unclear.

He argues credible Core messaging could remove a perceived ~30% “quantum discount” before any code ships.

CryptoQuant data shows profitability back above 50%, while LTH-SOPR’s 30-day SMA stays below 1 after an April–June fakeout.

The reversal hit as BTC briefly broke $65,000 in a risk-off session, while spot Ether ETFs stayed net positive.

The suit landed the same day BitMEX set Aug. 26, 2026 position limits and a Sept. 23, 2026 service stop, with BMEX reported down about 90%.

The donation landed weeks after a joint court motion to unwind a January 2025 deal, with the $5M penalty set to stay paid either way.

TokenizeThis 2026 speakers framed GENIUS as a stablecoin green light and CLARITY as the bigger market-structure unlock.

The group’s stated purpose is preparing for potential quantum computing threats to Bitcoin security, with few other details confirmed.

BitMEX’s planned Sept. 23 shutdown adds a market-structure stress point as real yields hit a 17-year high.

BMEX started selling off about an hour before the shutdown post and later bounced to around $0.0063, per CoinGecko.

Bitwise also flagged Bitcoin “apparent demand” as re-accelerating using a dormant-supply-adjusted metric.

The rules-based benchmark ranks networks by trailing two-quarter protocol revenue and excludes BTC and XRP at launch.

The 616-page text also blocks platforms from listing federally sponsored assets and assigns enforcement to the US Attorney General.

The commissioner flagged discretionary allocation and loan terms as key factors that could force registration or exemptions.

Circle CEO Jeremy Allaire echoes the thesis, arguing agentic AI and blockchain are converging into one economic system.

CoinGecko volume snapshots show a sharp year-over-year liquidity contraction across five won-based venues.

Security firms tied the depeg to alleged null-address minting and PancakeSwap V2 swaps into BSC-USD and BTCB.

A July 20 exchange outflow cluster led by Binance and flat CDD add to the tight-liquidity read.