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Bitcoin
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Affairs
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No. 038 · 2 Jul 2026
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MARKET SNAPSHOT
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BTC / USD
$61,483
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24H CHANGE
+2.65%
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ALL-TIME HIGH
$124,749
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FROM ATH
-49.7%
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U.S. June payrolls slow to 57,000 as prior months are revised lower
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Total nonfarm payrolls rose by just 57,000 in June, while April and May were revised down by a combined 74,000. The softer labor print strengthens the case for easier financial conditions later this year, a key macro swing factor for bitcoin and other risk assets.
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| Fed Rates Macro |
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Warsh defends 2% inflation target and resists calls for easier policy
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Speaking at the ECB's Sintra forum, Fed Chair Kevin Warsh said inflation risks had eased but insisted the central bank would stick to its 2% target and disappoint anyone expecting loose policy. The remarks kept a higher-for-longer Fed backdrop in play even as markets reassessed weaker U.S. labor data.
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| Fed Rates Macro |
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Oil drops as U.S.-Iran talks ease immediate Strait of Hormuz fears
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Oil prices fell for a third straight day after Qatar said the U.S. and Iran had made progress in talks over the Strait of Hormuz. A sustained retreat in crude would ease one of the clearest near-term inflation pressures weighing on Fed and global rate expectations.
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| Geopolitics Macro Rates |
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Bitcoin rebounds above $61,000 as long-term holders absorb ETF selling
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Bitcoin climbed back above $61,000 as analysts at Glassnode and Bitfinex said long-term holders were quietly accumulating through the selloff. The rebound suggests patient on-chain buyers are absorbing some of the supply coming from ETF redemptions and forced selling.
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≡
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COMMENTARY
VOICE FROM THE NETWORK
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The AI IPO Rush Is Coming
OpenAI and Anthropic could bring a new wave of AI attention to the public markets. But investors don’t have to wait for the IPOs.
MarketBeat’s 7 AI Stocks to Buy Now report reveals 7 publicly traded companies positioned to benefit from the next phase of AI investment.
Is #Bitcoin repeating its historical July bear market relief rally?
If so, $72K could be a potential target. https://t.co/wdHf6tGIo6
15 reposts 12 replies 170 likes
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🔸 March 2020: whales buy 150K BTC, everyone calls them insane, BTC does x18
🔸 November 2022: whales buy 180K BTC, targets of $10K everywhere, BTC does x7
🔸 July 2026: whales buy 270KBTC and your timeline is debating $30K https://t.co/142dWV545n
38 reposts 27 replies 219 likes
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Metaplanet is buying Bitcoin again.
After a three-month pause, the Japanese public company added another 2,823 BTC to its treasury.
🟡 Treasury now holds 43,000 BTC after the latest acquisition.
🟡 Approximately $221 million was deployed to purchase 2,823 BTC during the quarter.
🟡 The company also generated ¥1.7 billion in quarterly revenue from its Bitcoin income generation business.
Corporate Bitcoin accumulation isn't slowing down. While many are waiting on the sidelines, institutions continue to accumulate.
The race to own Bitcoin is far from over.
21 reposts 53 replies 603 likes
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NEW: El Salvador bought another BTC for its Strategic Bitcoin Reserve today 🇸🇻
They now own 7700 BTC! 👏 https://t.co/6dSPmCouFy
235 reposts 73 replies 2.0K likes
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JUST IN: 🇺🇸 Wall Street bank giant Cantor Fitzgerald says Bitcoin is entering the final stages of the bear market 👀
"Ultimately, our belief is that we are only a few months away from the bottom of this pullback"🚀 https://t.co/xuMK0sl2Eh
226 reposts 102 replies 1.5K likes
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