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Bitcoin
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Affairs
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No. 062 · 27 Jul 2026
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MARKET SNAPSHOT
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BTC / USD
$65,488
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24H CHANGE
+1.8%
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ALL-TIME HIGH
$124,749
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FROM ATH
-47.5%
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Iran pause sends oil sharply lower and lifts bitcoin into Fed week
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A pause in U.S.-Iran strikes over the Strait of Hormuz sent Brent sharply lower and improved risk appetite across stocks and crypto. Bitcoin held near $65,000 as lower oil eased immediate inflation pressure ahead of Wednesday’s Federal Reserve decision, while ether and DeFi tokens outperformed.
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| Geopolitics Macro Fed |
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Fed, BOE and BOJ decisions set a macro-heavy week for bitcoin
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This week brings rate decisions from the Federal Reserve, Bank of England and Bank of Japan, alongside U.S. GDP and PCE data. With markets still debating how close the Fed is to another hike, macro releases and central-bank guidance are set to dominate bitcoin’s next move.
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| Fed Rates Macro |
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Record U.S. debt revives bitcoin and gold debasement trade narrative
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CoinDesk highlighted U.S. federal debt hitting a record $39.7 trillion, sharpening the case for scarce assets such as bitcoin and gold. The piece argues that fiscal strain and the risk of future monetary accommodation are reviving the debasement trade, even if bitcoin still trades more like a risk asset than a classic haven.
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| Macro Fed |
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Bitcoin options traders drop hedges ahead of Wednesday’s Fed decision
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Glassnode data cited by CoinDesk show bitcoin’s put-call ratio has fallen sharply since late June, while one-week downside protection has become much cheaper. That leaves the market positioned for a relatively calm Fed week, but with less protection if policymakers or projections surprise.
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| Fed Macro |
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Strategy extends bitcoin buying pause as cash reserve swells to $3.75 billion
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Strategy made no bitcoin purchase for a fifth straight week, kept holdings at 843,775 BTC, and raised its dollar reserve to $3.75 billion after selling $544.5 million of MSTR shares. The shift suggests the largest corporate bitcoin holder is prioritizing liquidity and preferred dividend coverage over aggressive accumulation for now.
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| On-chain Macro |
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≡
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COMMENTARY
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390 reposts 204 replies 5.4K likes
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Friendly reminder that Bitcoin is dead again and will go to zero. https://t.co/4YRrfyBVO1
15 reposts 15 replies 208 likes
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BREAKING: BITCOIN JUMPS ABOVE $65,000 🚀
OIL FUTURES TRADING -5% AT $84.80 https://t.co/fxtAtvImwG
110 reposts 81 replies 1.1K likes
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LATEST: 📖 Michael Saylor has published a 755-to-953-hour suggested reading curriculum covering history, economics, and technology before culminating in Bitcoin. https://t.co/XYIDO1z2Na
68 reposts 78 replies 362 likes
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Bitcoin is more undervalued against global money supply than almost any point in history https://t.co/aAnp4fJz2C
66 reposts 26 replies 552 likes
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This chart literally hacks Bitcoin’s four year cycle.
Buy when more than 50% of the total supply is held at a loss.
Trim or sell when nearly 100% of the supply is held in profit.
If you want to master the 4-year cycles, this is the signal to watch. https://t.co/4GusEMN01i
65 reposts 55 replies 546 likes
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