Bitcoin
Affairs
 
No. 049  ·  14 Jul 2026
 
MARKET SNAPSHOT
BTC / USD
$63,904
  24H CHANGE
+2.1%
 
ALL-TIME HIGH
$124,749
  FROM ATH
-48.8%
NEWS
5 STORIES TODAY
U.S.-Iran strikes reignite Hormuz crisis, lifting oil and tightening Bitcoin’s macro backdrop
Fresh U.S. strikes on Iran and Tehran’s retaliation shattered the interim truce and pushed Brent above $87, reviving fears of a prolonged Strait of Hormuz disruption. For Bitcoin, the main channel is macro: higher energy prices raise inflation risk and can keep global rates higher for longer.
Macro  Geopolitics  Rates
Soft June CPI cools Fed hike fears and steadies Bitcoin risk appetite
U.S. CPI fell 0.4% in June and core CPI was flat, both softer than expected, prompting a sharp drop in late-July hike expectations. Bitcoin added to gains after the release as lower yields eased pressure on rate-sensitive assets.
Fed  Rates  Macro
CleanSpark’s $6.6 billion lease accelerates miners’ pivot into AI infrastructure
CleanSpark signed a 20-year lease worth $6.6 billion in contracted revenue for a 175 MW Georgia data-center campus, while giving the tenant exclusivity over its broader Texas portfolio. The deal is one of the clearest signs yet that large Bitcoin miners are monetizing power and real estate through AI and high-performance compute, not just hash rate.
Mining  Macro
Long-term Bitcoin holders keep rotating supply to newer buyers, RHODL shows
New on-chain analysis points to older Bitcoin cohorts still distributing coins to newer market entrants even after months of sideways price action. That rotation matters because it suggests ongoing ownership transfer rather than full capitulation, with macro conditions still likely deciding whether the range breaks lower or stabilizes.
On-chain  Macro
BIP-110 loses momentum as Bitcoin’s latest blockspace governance fight cools
The proposal to restrict certain non-financial data on Bitcoin is now drawing negligible miner support, leaving activation unlikely. Even so, the clash has reopened an old question for the market: who ultimately decides what Bitcoin is for when fees, decentralization and censorship risks collide.
On-chain
COMMENTARY
VOICE FROM THE NETWORK

Sponsor

Your Business Website. Built in Under 2 Minutes

Running a business is hard. Building a website shouldn't be.

With Readdy.ai, just describe your business, the AI handles your website design, performance, SEO optimization, and more. 

No coding or design skills needed. Launch in 2 minutes.

Bitcoin Magazine
@BitcoinMagazine
View on 𝕏
 
JUST IN: Strategy releases a Bitcoin Banking Adoption Index 👀

"Major-bank Bitcoin adoption is accelerating, but still early: 32% overall as measured by the index", according to Michael Saylor 🚀 https://t.co/ZoYwdBCLph
 
 
 
 
166 reposts    119 replies    1.1K likes
sunnydecree
@sunnydecree
View on 𝕏
 
Historically, the Bitcoin weekly RSI has been one of the most reliable indicators of market bottoms.

Have we already seen the worst? Or will this time be different? https://t.co/3Oip3FFNOv
 
 
 
 
19 reposts    31 replies    293 likes
Sapiens - KalshiBackTest.com
@BitcoinSapiens
View on 𝕏
 
Grant Cardone reveals NOBODY would buy $10,000,000 worth of Gold at market price

“I know a guy who is trying to sell 10,000 pieces of silver and he can’t get a real offer. He’s getting a 30% discount below the market. People see it spiking like this and they’re like, ‘OMG.’ But go try to sell $10M worth of gold and see what happens. You’ll only get offers 20-30% below the market, and you won’t get the money tomorrow or in five minutes. It needs to get authenticated, checked, and validated”

“Bitcoin is a real thing. You can trade it in five minutes, and that’s real. Bitcoin, to me, is not only money, it’s also technology, unlike gold or silver”
 
 
 
 
 
98 reposts    74 replies    699 likes
Quinten | 048.eth
@QuintenFrancois
View on 𝕏
 
Patience is the most rewarding skill in investing https://t.co/NYJUZF0Nh1
 
 
 
 
18 reposts    20 replies    181 likes
Bitcoin Magazine
@BitcoinMagazine
View on 𝕏
 
JUST IN: 🇧🇷 Brazil public company OranjeBTC bought 8 BTC this past week, bringing their total to 3,912 BTC

They lead Latin America companies in public Bitcoin holdings 🚀 https://t.co/pLm7P085az
 
 
 
 
 
124 reposts    63 replies    766 likes
Crypto Tice
@CryptoTice_
View on 𝕏
 
BREAKING:

The U.S. just removed one of the largest sell pressures on Bitcoin.

Crypto now qualifies you for mortgages.
Homebuyers no longer have to sell their digital assets to buy real estate.

Think about what this actually changes.

For years the number one reason people sold Bitcoin.
Was to buy a house.

The biggest purchase most Americans ever make.
Required liquidating the best performing asset of the last decade.

That's over.

Hold your Bitcoin. Qualify for the mortgage anyway.

No forced selling.
No taxable event.
No giving up your position.

This is not a small policy tweak.
This is a structural shift in how Bitcoin leaves the market.

Or rather how it stops leaving.

Every Bitcoin that doesn't get sold for a down payment.

Stays in the supply.
On a fixed cap of 21,000,000 coins.

Less selling pressure.
Same demand.
Same supply cap.

The math just got more bullish.
 
 
 
 
 
34 reposts    46 replies    273 likes