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Bitcoin
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Affairs
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No. 043 · 8 Jul 2026
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MARKET SNAPSHOT
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BTC / USD
$61,937
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24H CHANGE
-1.9%
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ALL-TIME HIGH
$124,749
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FROM ATH
-50.4%
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U.S. revokes Iran oil waiver, reviving crude shock risk for Bitcoin
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OFAC revoked Iran-related General License X and replaced it with a narrower wind-down license, ending new authorized purchases or loadings of Iranian crude while allowing existing business to unwind through July 17. The policy move adds fresh upside risk to oil and inflation expectations, a macro mix that can pressure both bonds and duration-sensitive risk assets including Bitcoin.
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| Geopolitics Macro |
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RBNZ lifts cash rate to 2.5%, signaling global tightening is not finished
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New Zealand’s central bank raised its official cash rate to 2.50% on July 8, citing Middle East conflict effects that will keep inflation elevated in the near term. For Bitcoin markets, the decision is a reminder that supply-shock inflation can still force central banks back toward tighter policy even after long easing expectations have built up.
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| Rates Macro |
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CleanSpark mined 614 bitcoin in June while expanding treasury and compute optionality
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CleanSpark said it produced 614 bitcoin in June and ended the month with 13,924 BTC on hand after treasury activity that included spot sales, options exercises, and basis-trade-related purchases. The update reinforces that large miners remain meaningful balance-sheet actors in Bitcoin while continuing to court higher-margin compute and HPC opportunities.
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Tether backs Mercado Bitcoin with $20 million to scale Latin American tokenization
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Tether invested $20 million in Mercado Bitcoin, saying the funding will help expand tokenization, payments, credit, capital markets, and other regulated digital-finance services across Brazil and beyond. The deal underscores how stablecoin capital is increasingly being deployed into regulated on-chain infrastructure rather than only trading venues.
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| On-chain Regulation |
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≡
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COMMENTARY
VOICE FROM THE NETWORK
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July 16 is the Final Day to Invest in EnergyX
General Motors, POSCO, and 50,000+ everyday investors already backed EnergyX. Here’s why you should do the same before July 16: lithium prices are up 75% this year, with demand growing 5X by 2040. With tech that can recover up to 3X more than traditional methods, EnergyX is preparing to unlock up to 13M tons. Invest in EnergyX before the 7/16 deadline.
Energy Exploration Technologies, Inc. (“EnergyX”) has engaged Beehiiv to publish this communication in connection with EnergyX’s ongoing Regulation A offering. Beehiiv has been paid in cash and may receive additional compensation. Beehiiv and/or its affiliates do not currently hold securities of EnergyX.
This compensation and any current or future ownership interest could create a conflict of interest. Please consider this disclosure alongside EnergyX’s offering materials. EnergyX’s Regulation A offering has been qualified by the SEC. Offers and sales may be made only by means of the qualified offering circular. Before investing, carefully review the offering circular, including the risk factors. The offering circular is available at invest.energyx.com/.
Comparisons to other companies are for informational purposes only and should not imply similar results. Past performance is not indicative of future results. Market shortfall are forward‑looking estimates and are subject to substantial uncertainty.
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🔥 UPDATE: Eric Trump says American Bitcoin continues stacking $BTC with a 52% mining profit margin in Q1. https://t.co/VdxJD3xtHb
77 reposts 68 replies 599 likes
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🚨 BEARISH: Coinbase Bitcoin Premium Index has stayed negative for 50 straight days, marking its longest streak on record. https://t.co/w7yA4WdRy5
69 reposts 65 replies 363 likes
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🔥 NEW: Strike introduced volatility-proof Bitcoin loans with no margin calls or price-based liquidations. https://t.co/yMdshhMzJd
18 reposts 54 replies 217 likes
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🚨𝗝𝗨𝗦𝗧 𝗜𝗡: Bitcoin drops below $62,000 after Trump announces MoU with Iran is over. https://t.co/oYQkonKenm
4 reposts 22 replies 140 likes
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Long term holders sold 2M BTC into the $126K rally and just bought it all back 50% cheaper.
Bitcoin long term holders now own a staggering 78% of the whole supply. https://t.co/d65MawiHb8
28 reposts 23 replies 183 likes
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At $49K, Bitcoin mining costs more than selling, so they dump reserves and go dark.
So it's either the strongest support or the ultimate capitulation frontier. https://t.co/hea54TWzCX
16 reposts 20 replies 130 likes
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