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Bitcoin
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Affairs
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No. 039 · 3 Jul 2026
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MARKET SNAPSHOT
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BTC / USD
$61,838
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24H CHANGE
+0.7%
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ALL-TIME HIGH
$124,749
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FROM ATH
-50.4%
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Trump defends $1.4 billion crypto windfall as ethics pressure builds
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President Trump said there was nothing wrong or illegal about the crypto profits disclosed in his latest ethics filing, which showed at least $1.4 billion in 2025 crypto income. The remarks intensify the conflict-of-interest debate just as Washington is still shaping the rules that will govern U.S. digital-asset markets.
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Semiconductor trade cools as bitcoin rebounds and capital-rotation debate intensifies
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After dominating 2026, AI-linked memory and semiconductor winners have rolled over, with the DRAM ETF down about 25% from its June 22 peak and SMH down roughly 12%. CoinDesk said the pullback, alongside renewed weakness in former miner-to-AI names, may be the first sign that capital is starting to rotate back toward bitcoin.
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Bitcoin options still price meaningful downside even as spot market rebounds
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Deribit options still show strong demand for protection even after bitcoin’s rebound, with one-week 25-delta put-call skew around 16% and longer-dated skews above 10%. Large block trades also point to range-bound expectations around mid-July rather than conviction that a new uptrend has already started.
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≡
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COMMENTARY
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JUST IN: Tiger Research turns bullish on Bitcoin, saying the worst of the bear market has most likely already happened. 👀
Bullish 🚀 https://t.co/dJzokM6xS9
57 reposts 78 replies 483 likes
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Bitcoin monthly RSI is now the most oversold in its entire history. The two closest readings before this: $180 in 2015 and $15k in 2022.
Sellers were certain both times.... they funded the next x10 both times. https://t.co/ZczuH8yIWV
43 reposts 30 replies 211 likes
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JUST IN: Bloomberg Intelligence thinks there is a 60% chance that the Clarity Act passes this month 👀
"A lot of debate has to happen in July, but ultimately I think they can get it through" 🚀 https://t.co/VIxqfQXob1
251 reposts 83 replies 2.0K likes
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⚡️ LATEST: Public companies now hold over 1,264,867 BTC, more than 6% of Bitcoin’s total supply, per BitcoinTreasuriesnet. https://t.co/mGfIErby8H
21 reposts 64 replies 124 likes
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🚨 UPDATE: Bitcoin tests $60K support as exchange inflows spike, signaling incoming volatility as whales reportedly lead the move, per CryptoQuant. https://t.co/2uyu1RyC2q
43 reposts 66 replies 251 likes
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The data shows that whales hold more Bitcoin than ever before, while retail holds the smallest share on record - right before what will be the most significant period in Bitcoin’s history.
Just think about that.
Satoshi did everything possible to return monetary power to individuals. Yet people willingly handed that power back to the same institutions.
Because it happened voluntarily and in plain sight, future generations should see it as a fair outcome rather than an unfair one.
56 reposts 46 replies 617 likes
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