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Bitcoin
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Affairs
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No. 064 · 29 Jul 2026
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MARKET SNAPSHOT
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BTC / USD
$64,383
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24H CHANGE
+1.5%
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ALL-TIME HIGH
$124,749
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FROM ATH
-48.4%
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Iran missile flare-up lifts oil and market stress hours before Fed decision
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A renewed Iranian missile barrage intercepted by Jordan and the U.S. snapped a brief lull and sent oil sharply higher before the Federal Reserve decision. For Bitcoin, the story matters because higher energy prices can reinforce inflation fears, keep rate-hike odds alive and weigh on broader risk appetite.
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| Geopolitics Fed Rates |
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Wall Street heavyweights line up behind Clarity Act as Senate window narrows
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BlackRock, Fidelity, Franklin Templeton, Goldman Sachs and SoFi publicly backed the Digital Asset Market Clarity Act on July 28 as the Senate calendar tightens into the August recess. The endorsements deepen institutional support for a federal crypto framework even as the bill remains stuck behind other Senate business and unresolved ethics language.
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| Regulation ETF |
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Galaxy buys second Texas campus, deepening miners’ pivot toward AI infrastructure
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Galaxy announced a 500-acre acquisition in McGregor, Texas for a second AI and high-performance computing campus, starting with an initial 74 MW phase and potential multi-hundred-megawatt buildout. The deal extends the sector-wide shift in which listed bitcoin miners monetize power access by repurposing infrastructure for AI workloads.
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| Mining Macro |
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≡
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COMMENTARY
VOICE FROM THE NETWORK
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Sponsored by
115,000+ podcasts, transcribed and searchable in minutes.
Radar transcribes 115,000+ podcasts where executives, officials, and analysts talk candidly and publicly, transcribed and queryable within minutes of airing.
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cc: @elonmusk you said Tesla would accept Bitcoin again when Bitcoin was power d by +50% sustainable energy.
Now at 59%.
92 reposts 56 replies 820 likes
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JUST IN: Metaplanet's @DylanLeClair said "We're going to be sitting at the center of the Bitcoin universe in Japan."
"[Metaplanet wants to] earn a bunch of revenue and plug into the Japanese fixed income markets."
Japan's #Bitcoin adoption runs through Metaplanet. 🔥 https://t.co/SAdR1rBlGu
21 reposts 9 replies 140 likes
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$BTC Bearish Call Playing Out Perfectly
#BTC broke below the key trendline support, retested $65.6K exactly as expected, and got rejected.
Since that bearish retest, Bitcoin is already down 4%, while our stop loss remains untouched.
As long as price stays below the reclaimed resistance, I'm still targeting the 0.618 Fibonacci support near $61K.
Patience pays. Let the setup play out.
NFA. Always DYOR.
23 reposts 31 replies 230 likes
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Hardly anyone thinks big enough.
People see a target of $380,000 and they just laugh because they don't understand and haven't actually sat down to look at it.
Gold added over $20tn to its Market between 2023 and 2025.
Two years. $20tn!
It did a 3x.
For Bitcoin to reach $380,000 it needs to 5.5x and add $5tn.
Golds total market cap at the top was like $37tn.
Bitcoin would be at $6tn+ at $380,000.
You just don't think its possible because it doesn't "feel" like it is.
Because you have PTSD and cant fathom those kinds of prices.
Based on all historical data and precedent, it is absolutely possible.
The number sounding high to you is irrelevant.
Again, Gold is the largest asset in the world and it pumped 3x over 2 years.
During 2019 - 2021 Bitcoin pumped 23x.
We are talking about a 5.5x in two years.
You need to allow yourself to think bigger.
22 reposts 27 replies 287 likes
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Whales are buying. Retail is slowing down.
That combination has historically been one of the more interesting on-chain signals to watch.
According to Santiment, Bitcoin wallets holding 10–10,000 $BTC (often referred to as whales and sharks) accumulated nearly 19,700 $BTC in just 8 days, while the smallest wallets showed weaker dip-buying activity.
Why this matters:
➜ Nearly 19,700 $BTC accumulated in just 8 days suggests large holders are increasing exposure instead of waiting for lower prices.
➜ Retail participation has cooled, allowing larger investors to absorb more of the available supply.
➜ If demand remains steady while available supply tightens, the overall supply dynamics become increasingly constructive.
No single on-chain metric guarantees what comes next.
But when long-term holders continue accumulating while retail participation cools, it's a signal worth paying attention to.
The biggest moves often begin quietly, long before they become obvious to everyone. 👀
42 reposts 53 replies 841 likes
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$BTC has gone down after the last 8 FOMC meetings.
▫️ July 2025: BTC dropped 5.87%.
▫️ September 2025: BTC dropped 7.34%.
▫️ October 2025: BTC dropped 29.08%.
▫️ December 2025: BTC dropped 10.63%.
▫️ January 2026: BTC dropped 33.55%.
▫️ March 2026: BTC dropped 13.01%.
▫️ April 2026: BTC dropped 3.34%.
▫️ June 2026: BTC dropped 12.97%.
What'll happen after tomorrow's FOMC meeting?
81 reposts 146 replies 568 likes
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