Bitcoin
Affairs
 
No. 043  ·  8 Jul 2026
 
MARKET SNAPSHOT
BTC / USD
$61,937
  24H CHANGE
-1.9%
 
ALL-TIME HIGH
$124,749
  FROM ATH
-50.4%
NEWS
5 STORIES TODAY
U.S. revokes Iran oil waiver, reviving crude shock risk for Bitcoin
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.
Geopolitics  Macro
SEC agenda puts crypto custody, tokenized trading, and capital-raising rules in focus
SEC Chair Paul Atkins said the 2026 Regulatory Agenda will pursue clearer rules for crypto capital formation, custody, and on-chain trading of tokenized securities. That signals a more proactive U.S. rulemaking phase that could materially shape how Bitcoin-adjacent firms raise money and operate in regulated markets.
Regulation  Macro
RBNZ lifts cash rate to 2.5%, signaling global tightening is not finished
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.
Rates  Macro
CleanSpark mined 614 bitcoin in June while expanding treasury and compute optionality
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.
Mining
Tether backs Mercado Bitcoin with $20 million to scale Latin American tokenization
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.
On-chain  Regulation
COMMENTARY
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Cointelegraph
@Cointelegraph
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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
Cointelegraph
@Cointelegraph
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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
Cointelegraph
@Cointelegraph
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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
DustyBC Crypto
@DustyBC
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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
Rand Group
@randgroup
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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
Rand Group
@randgroup
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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