Axel Adler Jr. model shows BTC short-term holder pressure flipping back to buyers
Selling pressure compressed to 16% in June–July, but underwater 1–6 month holders may sell into $70k–$71k.
Selling pressure compressed to 16% in June–July, but underwater 1–6 month holders may sell into $70k–$71k.
MiCA-compliant euro stablecoins grew to nearly $674M ahead of July 1 as Strategy sold 3,588 BTC to fund dividends.
The push follows a 20-year Anthropic lease that TeraWulf says carries about $19B in contracted revenue.
WTI stayed soft after rejecting from $76 and DXY slid for a third day toward mid-June lows as BTC neared three-week highs.
Traders are eyeing resistance at $65,434, $67,292 and the 200-day near $71,147, with $1.21B+ OI at Deribit’s $80K strike.
The firm argues DeFi is “quietly re-rating,” but its market-cap index is 61% weighted to Hyperliquid’s HYPE.
The 3-2 vote halts a Moody’s-rated Ba2 structure that was positioned as a first-of-its-kind state-authority deal.
The Sparks facility targets year-end commercial production and includes state tax incentives tied to qualifying sales taxes.
Fitch tracked $15.6B in private-credit redemption requests as U.S. spot bitcoin ETFs saw $4B to nearly $5B of outflows.
Disclosed sales at WULF, RIOT, CORZ and CIFR and Tether’s Bitdeer trim are reframing the AI pivot trade around supply and alignment.
A research note argues the key risk is not Strategy-related dynamics but adoption that bypasses public chains and tokens.
Modeling of NIST’s ML-DSA-44 implies blocks could fit roughly 500–700 transactions without mitigation.
The split hit as the U.S. 10-year yield held near 4.60%, a seven-week high that has pressured risk appetite.
ETF inflows lasted three trading days from July 2, while funding turned positive and leverage ratio hit 0.241.
The scenario hinges on a future major stock-market drawdown and a policy response that boosts liquidity and risk appetite.
BTC hovered near $62,000 after a 3.5% drop as Brent hit $74, Fed hike odds rose to 69%, and Strategy disclosed $216M of BTC sales outside its program.
The parties will renegotiate to “better reflected market conditions,” with no revised economics disclosed.
Martin Gaspar points traders back to ETF flows, the Coinbase premium, and long-term holder positioning for confirmation.
Oil cleared $75 on Strait of Hormuz blockade threats as markets repriced toward higher September hike odds.
The exchange argues DAC8’s identity-and-transaction reporting regime creates unsafe databases ahead of first EU reports due in 2027.