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Bitcoin
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Affairs
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No. 042 · 7 Jul 2026
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MARKET SNAPSHOT
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BTC / USD
$63,863
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24H CHANGE
+0.2%
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ALL-TIME HIGH
$124,749
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FROM ATH
-48.6%
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Fresh Hormuz tanker attacks revive oil-shock fears and geopolitical risk for Bitcoin
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Three tankers were struck by projectiles in the Strait of Hormuz, according to the British military and regional reporting, reigniting concerns over one of the world’s most important energy chokepoints. The incident raises the risk of renewed oil volatility and a harder inflation backdrop, both of which matter for Bitcoin’s macro setup.
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| Geopolitics Macro |
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U.S. spot bitcoin ETFs pull in $265.7 million, breaking recent demand drought
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U.S. spot bitcoin ETFs recorded a combined $265.7 million of net inflows for July 6, led by $209.4 million into BlackRock’s IBIT. The print suggests institutional demand has steadied after a punishing run of outflows and gives Bitcoin a cleaner spot-demand tailwind than it had through most of late June.
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| ETF |
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Strategy sells 3,588 bitcoin to fund dividends, testing treasury-company playbook
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Strategy disclosed in a July 6 filing that it sold 3,588 BTC for about $216 million between June 29 and July 5. Management said the proceeds were used to fund preferred-stock distributions and replenish its dollar reserve, a notable test of how aggressively corporate bitcoin treasuries may need to monetize holdings in tougher conditions.
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TeraWulf lands $19 billion Anthropic deal, speeding miners’ pivot toward AI
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TeraWulf announced a 20-year lease with Anthropic at its Justified Data campus that it says should generate about $19 billion in contracted revenue over the initial term. The deal underscores how former bitcoin-mining operators are chasing steadier AI infrastructure cash flows instead of relying on block rewards alone.
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| Mining Macro |
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Bitcoin rebound looks fragile as thin liquidity leaves half the supply underwater
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The latest market read from The Block said Bitcoin’s July rebound is still leaning on thin summer liquidity rather than a clearly restored structural bid. Analysts noted that more than half of circulating supply remains at a loss, a historically important stress signal even if it has sometimes marked attractive medium-term entry points.
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≡
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COMMENTARY
VOICE FROM THE NETWORK
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Keep up with AI in 5 minutes a day
Keep up with AI in 5 minutes a day. MavSource aggregates updates from all major AI newsletters, podcasts, companies, AI labs, and hundreds of other sources — then summarizes the key updates and analyzes the trends shaping AI. Free. Daily.
JUST IN: Michael Saylor announces Strategy sold 3,588 Bitcoin for $216 million to fund dividends for their digital credit securities 👀 https://t.co/QQl2Jih71A
269 reposts 177 replies 1.7K likes
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There was no 270,000 $BTC accumulation by whales at the $59,000 level.
Moonboys sold you lies again. https://t.co/pxhZPhapHi
46 reposts 96 replies 518 likes
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🇺🇸 NOW: President Trump's Strategic Bitcoin Reserve plan hits hurdles as Treasury and Commerce depts vie over legal authority to run it, per Bloomberg. https://t.co/SRhSkQsIZs
46 reposts 63 replies 337 likes
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673,822 transactions a day. Highest sustained Bitcoin activity in 17 years.
Nearly double what it was a year ago.
No bank approved it. No government cleared it. Nobody granted access.
Freedom doesn't ask permission. https://t.co/R0ujLXF5A0
19 reposts 4 replies 168 likes
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🇯🇵Japan's 10-year government bond yield has reached 2.84%.
Highest level in more than 30 years.
One of the world's biggest liquidity providers is becoming more expensive.
That's exactly the kind of macro shift Bitcoin traders should be paying attention to. https://t.co/nboZnCJnYe
19 reposts 35 replies 125 likes
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JUST IN: 🇺🇸 President Trump says crypto is "very powerful."
"A lot of people are using Bitcoin … I don't think anybody understands really how powerful [it is]." https://t.co/kse83LLlzT
1.2K reposts 581 replies 8.6K likes
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