In partnership with
| |
|
Bitcoin
|
|
Affairs
|
|
|
|
No. 052 · 17 Jul 2026
|
|
|
|
MARKET SNAPSHOT
|
BTC / USD
$63,396
|
|
24H CHANGE
-2.0%
|
|
| |
ALL-TIME HIGH
$124,749
|
|
FROM ATH
-49.2%
|
|
|
|
U.S.-Iran strikes broaden again as oil-shock risk returns to global markets
|
|
The United States widened its campaign against Iran with strikes on bridges and energy sites, while Tehran kept contesting control around the Strait of Hormuz. The escalation keeps oil-supply risk elevated and preserves the inflation-and-risk-off shock that matters for Bitcoin’s macro backdrop.
|
| Geopolitics Macro Rates |
|
|
|
Logan breaks with recent Fed tone and argues for higher rates
|
|
Dallas Fed President Lorie Logan said modestly higher interest rates would better balance the Fed’s dual mandate and flagged upside inflation risks from tariffs, Middle East conflict and AI-related demand. The comments raise the odds of a hawkish split at the July 28-29 FOMC and harden the higher-for-longer headwind for Bitcoin.
|
| Fed Rates Macro |
|
|
|
June retail sales keep U.S. demand firm and Fed easing distant
|
|
U.S. retail and food-services sales rose 0.2% in June, with April and May also revised higher, signaling that consumer demand remains resilient even after softer CPI and PPI prints. Stronger spending gives the Fed less reason to pivot quickly and supports a tougher rates backdrop for Bitcoin.
|
| Fed Rates Macro |
|
|
|
Crypto market-structure bill enters make-or-break ethics fight in Washington this week
|
|
Negotiators are trying to salvage the Clarity Act before Congress breaks for August, but ethics language tied to President Trump’s crypto interests remains the main obstacle. A breakthrough would materially improve U.S. regulatory visibility for digital assets, while failure would prolong one of the sector’s biggest policy overhangs.
|
| Regulation |
|
|
|
On-chain selling from old and new holders caps Bitcoin’s rebound
|
|
CoinDesk reported that both long-term holders and newer buyers were selling into Bitcoin’s move toward $65,000, creating overhead supply on the rally. The setup suggests the bounce is still facing distribution pressure even when macro prints briefly improve.
|
| On-chain Macro |
|
|
|
≡
|
COMMENTARY
VOICE FROM THE NETWORK
|
|
Want to get the most out of ChatGPT?
ChatGPT is a superpower if you know how to use it correctly.
Discover how HubSpot's guide to AI can elevate both your productivity and creativity to get more things done.
Learn to automate tasks, enhance decision-making, and foster innovation with the power of AI.
|
LATEST: ⚡ Project Eleven has unveiled a cryptographic technique letting Bitcoin holders prove wallet ownership after Q-Day, when quantum computers could forge valid signatures. https://t.co/q517taqHVD
20 reposts 34 replies 100 likes
|
|
Bitcoin - Phase 5 ends in Q4.
As always...
... while permabulls are fantasizing about the beginning of the new bull market with every green candle.
... and permabears fantasize about 30k. https://t.co/fqcyaa2KUU
35 reposts 15 replies 203 likes
|
|
This is the most probable path for $BTC.
Pump to $70,000-$72,000 by August.
Form a local top and then dump to new cycle lows around $50,000. https://t.co/5g1iIxpeR3
170 reposts 174 replies 959 likes
|
|
⚠️ALERT: SlowMist warns new malware targeting Apple Mac users can steal Telegram accounts, passwords and crypto.
The security firm found a macOS malware that allows hackers to steal Telegram sessions, encrypted wallet databases, and passwords saved in Apple Keychain, browsers and Notes.
They can then access chats, unlock wallets offline, and show fake wallet apps (Ledger and Trezor) to steal recovery phrases.
59 reposts 39 replies 218 likes
|
|
WOW: 😮 Bitcoin has done the exact same thing in EVERY relief rally of this bear market.
It rallies back to the Short-Term Holder Realized Price… and gets rejected.
Why?
Because that's the average cost basis of recent buyers.
As soon as they get back to break-even, many sell to exit their positions.
63 reposts 87 replies 445 likes
|
|
Many people ask me: why not take profits on your Bitcoin trade?
Let me explain.
I still think Bitcoin has room to move a bit higher before we see another leg down.
My first buy orders were filled around $58K, and while there's only a small chance we've already seen the ultimate bottom, I don't want to risk missing it.
I'd rather keep the position open, potentially sit through another drawdown, and continue adding if my larger buy orders get filled.
My focus has always been on the long-term opportunities.
I'm here for the big money, not small short-term gains.
Here's what the data shows: Bitcoin has started July strongly, gaining nearly 10% so far.
But it's worth remembering what typically comes next.
Historically, August and September have been Bitcoin's two weakest months of the year, with September averaging roughly a 4% decline.
That's why I'm staying patient, keeping my long-term position, and remaining prepared if we get another opportunity to accumulate at lower prices.
For more updates like this, join: https://t.co/HA6SUascMs
73 reposts 69 replies 392 likes
|
|
