Bitcoin — Page 9

A markets analysis argues structural themes can stay intact even as valuations mean-revert violently.

BTC remained inside its month-long $59K–$66K range as traders looked to July 14 inflation data and the July 28–29 Fed meeting.

CryptoQuant data also shows elevated ERC-20 stablecoin activity since 2025 as payments use cases expand.

The reversal was concentrated in BlackRock’s IBIT, while GBTC, FBTC and ARKB still saw redemptions.

BONK hit a new all-time low near $0.0000039 despite a stated 110M token burn as dispersion widened.

The post offered no transaction details, leaving the $216 million figure unattributed in the provided excerpt.

The bank says clearer messaging on BTC-backed STRC could curb “wholesale selling” fears after a disclosed $216M BTC sale.

Back framed the OP_RETURN fight as an architecture misunderstanding as a July 4 snapshot showed 10 of 2,016 blocks signaling.

His model shows cycle-low-style drawdown signals, but he expects months of chop without a liquidity catalyst.

Ethereum ETF net inflows exceed $128M MTD, but BTC dominance rising toward 60% complicates the rotation read.

With oil markets shut for the weekend, Monday’s crude reopen is the key cross-asset test for the muted crypto reaction.

Three straight sessions of inflows follow roughly $8B of net redemptions, with $60K–$63K support and $77K resistance in focus.

The firm is exploring a white-label, multi-issuer marketplace with 24/7 trading and daily interest, and shares rose 4%.

Cohen & Company’s Christian Lopez says access to capital and aftermarket support now matter more than regulatory clarity.

The flow reversal is a sentiment inflection, but the reporting interval and asset split were not specified.

The company said it still holds 1,514 BTC, won’t buy more, and may sell additional coins for other opportunities.

He framed BTC near $63,000 as a typical drawdown, kept trend signals bearish, and set a 2027 quantum-upgrade urgency date.

The move lands as New Hampshire reviews a bond-linked proposal tied to a CleanSpark-connected borrower and ETF flows stay two-way.

Cycle math cited through the 2025 $126,000 high implies the next peak needs a larger multiple than recent history delivered.

A court filing says Matthew Goettsche and prosecutors reached an “agreement in principle” ahead of an October trial date.