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Bitcoin
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Affairs
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No. 082 · 17 Aug 2026
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MARKET SNAPSHOT
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BTC / USD
$63,955
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24H CHANGE
+1.3%
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ALL-TIME HIGH
$124,749
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FROM ATH
-48.7%
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Bitcoin ETFs shed $390 million as Clarity odds and sentiment cool
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U.S. spot bitcoin ETFs posted four straight days of outflows last week for a net $390 million, the largest weekly withdrawal in six weeks. CoinDesk also reported that Galaxy Research cut its odds of the Clarity Act becoming law in 2026 to roughly 10%, leaving crypto sentiment fragile even as equities bounce.
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| ETF Macro Regulation |
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Binance reportedly gave Russia client data used in Ukrainian donor prosecution
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A Reuters-based report cited by CoinDesk said Binance supplied personal and transaction data that Russian authorities later used in a case against a man accused of donating to Ukrainian groups. The episode revives concerns around exchange compliance exposure, cross-border data requests and sanctions-era counterparty risk.
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| Geopolitics Regulation |
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Bitcoin futures open interest outpaces trading volume, raising liquidation risk
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Bitcoin futures open interest has climbed to roughly $48 billion while 24-hour trading volume sits near $25 billion, according to CoinDesk’s market review. That gap suggests positioning is getting crowded relative to available liquidity, which can magnify volatility if traders all rush for the exit at once.
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| On-chain Macro |
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≡
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COMMENTARY
VOICE FROM THE NETWORK
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Panic is a financial news strategy. Clarity is ours.
Markets move. Headlines catastrophise. But somewhere inside the noise is the story that matters — the opportunity, not the fear.
The Daily Upside was built by Wall Street insiders to find it — global business and finance, reported without the alarm.
This is one of the cheapest times to buy volatility in years.
However, the data shows recent buyers still did not make money.
bitcoin:native simply delivered less movement than people paid for. https://t.co/slgoNIlAfn
11 reposts 18 replies 137 likes
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BREAKING: Michael Saylor's Strategy has not bought Bitcoin for 8 consecutive weeks.
The company sold 3.46 million shares last week and raised $333.7 million. None of it went into Bitcoin.
The money funded preferred dividends, a $132.2 million repurchase of STRC shares, and cash reserves.
Saylor is now sitting on a $10 billion loss on his Bitcoin position.
Strategy owes $1.72 billion a year in interest and preferred dividends.
Its mNAV has fallen to 1.04x, meaning the stock is worth almost exactly what it holds. Selling shares to buy more Bitcoin no longer works.
Strategy used to sell stock to buy Bitcoin. Now it sells stock and Bitcoin to pay its bills.
56 reposts 73 replies 378 likes
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🚨 THE BIGGEST BITCOIN BULL TRAP OF THIS BEAR MARKET IS PLAYING OUT.
July’s relief rally pushed $BTC back above the 200-week moving average.
Now, August’s weekly candle has closed below it again.
Another August flush? Same script as 2022. https://t.co/EnQFcyhc6S
88 reposts 121 replies 696 likes
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Bitcoin has spent only ~10% of its history in the Deep Value zone.
Think about that.
This zone has historically marked Bitcoin’s deepest undervaluation and major cycle bottoms.
You don’t get many opportunities to buy Bitcoin when the model says it’s this cheap. https://t.co/y3jiPRZz02
33 reposts 12 replies 282 likes
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Bitcoin futures were first included in the weekly COT Report in 2017, and were quiet early on. In most futures, the "commercial" traders are the smart money, but in Bitcoin few traders qualify as producing or using the subject commodity in their trade or business. So the large speculators in the non-commercial category take over the role as the smart money.
These traders are net long now in a huge way. You can see in the chart what prior big net long positions have meant afterward for prices.
57 reposts 14 replies 421 likes
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