<?xml version="1.0" encoding="utf-8"?> <rss version="2.0"> <channel> <title>Bitcoin Today - Bitcoin News Curated and Powered by AI</title> <link>https://www.bitcointoday.app</link> <description>Get daily updates on Bitcoin's price, market trends, analysis, and breaking news curated and powered by AI - all digestible in minutes. Make BitcoinToday.app your one-stop shop for staying informed in the fast-paced world of Bitcoin.</description> <lastBuildDate>Sun, 19 Jul 2026 05:13:12 GMT</lastBuildDate> <docs>https://validator.w3.org/feed/docs/rss2.html</docs> <generator>https://github.com/jpmonette/feed</generator> <language>en</language> <image> <title>Bitcoin Today - Bitcoin News Curated and Powered by AI</title> <url>https://www.bitcointoday.app/images/logo-512.png</url> <link>https://www.bitcointoday.app</link> </image> <copyright>All rights reserved 2024, BitcoinToday.app</copyright> <category>Bitcoin News</category> <item> <title><![CDATA[AI Stocks Crashing? Here's Your Post-Sell-Off Game Plan & Key Earnings to Watch]]></title> <link>https://www.bitcointoday.app/article/ai-stocks-crashing-heres-your-post-sell-off-game-plan-key-earnings-to-watch</link> <guid>ai-stocks-crashing-heres-your-post-sell-off-game-plan-key-earnings-to-watch</guid> <pubDate>Sat, 18 Jul 2026 20:01:30 GMT</pubDate> <description><![CDATA[Dow Jones futures will open Sunday evening, along with S&P 500 futures and Nasdaq futures. An Iran attack killed two U.S. service members as Tehran escalates tensions. **Google-parent Alphabet**, **Tesla**, **Intel**, **GE Vernova** and **Interactive Brokers** headline a big week of earnings, along with an **AMD AI event**. ## Market Overview: AI Stocks Hit Hard, But Real Economy Shines The stock market saw losses this past week, but they were concentrated in the Nasdaq and especially AI stocks. **SpaceX** (SPCX) dived well below its IPO price. However, many stocks in the **medical, financial, energy and transportation sectors** are showing strength. Still, investors should be playing more defense than offense, cutting losers and continuing to take profits. ## Key Earnings This Week - **Interactive Brokers** (IBRK) reports Tuesday night. - **GE Vernova** (GEV) reports early Wednesday. - **Alphabet** (GOOGL) and **Tesla** (TSLA) are scheduled for late Wednesday. - **Intel** (INTC) is due Thursday evening. - **AMD** will hold the AMD Advancing AI event on Wednesday, with CEO Lisa Su a featured speaker. ## Iran Attack Escalation On Saturday, an Iran missile attack killed two U.S. troops and wounded several at a Jordan air base. Iran also launched heavy attacks on Kuwait, striking an oil facility. A top Iranian official said Tehran is suspending all commitments under the 60-day ceasefire. **Crude oil prices surged 15.5% last week** to $82.49 a barrel, which could hit transportation and other real-economy stocks. ## Stock Market Rally: Divergence Between AI and Real Economy The Dow Jones Industrial Average gave up 0.9% last week. The S&P 500 slumped 1.55% to just below its 50-day line. The Nasdaq composite tumbled 2.9%, diving below its 50-day line. The small-cap Russell 2000 fell only 0.5%. The Invesco S&P 500 Equal Weight ETF (RSP) slipped 0.45%. **AI and chip stocks sold off heavily**, including Dell Technologies, Sandisk, and Micron Technology. Many AI names look broken. In contrast, real economy names had a strong week, with buy signals in truckers (J.B. Hunt), banks (Goldman Sachs), payment stocks (Flywire), and big pharma (Merck, Eli Lilly, Johnson & Johnson). ## SpaceX and Tesla: A Tale of Two Stocks SpaceX dived 14.7% to 123.99, falling far below the $135 IPO price. Its market cap is now $1.64 trillion, down $1 trillion from its peak. Tesla stock sank 6.6% for the week, now clearly below all key moving averages. Strong Q2 delivery figures bode well for Thursday's earnings, but TSLA's valuation is largely based on hopes for robotaxis and robotics. ## Key Levels to Watch - **Google** stock hit resistance at the 50-day line; a decisive move above could provide an early entry. - **GEV** reclaimed its 50-day line on Friday; a strong earnings reaction could offer a buying opportunity. - **Intel** has fallen well below its 50-day line. - **Interactive Brokers** held its 50-day line on Friday. - **AMD** shares dived 11.1% last week but nearly held the 50-day line; a strong move above could offer a pullback entry. ## Market Outlook: Defense Mode The stock market is difficult right now. The AI trade is heavily damaged. While many non-AI groups are showing strength, market volatility and the risk of renewed sector rotations make new buys tricky. Earnings season and U.S.-Iran news add to the uncertainty. **Investors can try some new buys, but should consider smaller position sizes and tight stop-losses.** Definitely dump losers and follow sell rules on winning positions that have come under pressure. Work on watchlists—many stocks are in buy areas or setting up. *Please follow Ed Carson on Threads at @edcarson1971 and X/Twitter at @IBD_ECarson for stock market updates and more.*]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>aistocks</category> <category>earnings</category> <category>marketsentiment</category> <category>oilprices</category> <category>defensiveinvesting</category> <enclosure url="https://www.investors.com/wp-content/uploads/2026/03/stock-iran-map-adobe.jpg" length="0" type="image/jpg"/> </item> <item> <title><![CDATA[Trump's Crypto Embrace: A $2.2 Billion Gamble That Could Crash the US Economy]]></title> <link>https://www.bitcointoday.app/article/trumps-crypto-embrace-a-22-billion-gamble-that-could-crash-the-us-economy</link> <guid>trumps-crypto-embrace-a-22-billion-gamble-that-could-crash-the-us-economy</guid> <pubDate>Sat, 18 Jul 2026 14:01:33 GMT</pubDate> <description><![CDATA[The scale of the graft is decidedly off the charts, but the revelation that Donald Trump raked in a personal fortune of **$2.2 billion** during his first year in office should come as no surprise. The president didn’t even try to hide his venality. Not only did he refuse to sell businesses and put assets in a blind trust, as other presidents have done to limit opportunities for self-dealing; the quid pro quos with foreign governments and assorted magnates were exposed for all to see. It is troubling that the president of the United States would so nonchalantly deploy his official powers to profit from dealings with **money launderers** and **Middle Eastern princes**. It is perhaps more so that the supposedly robust checks and balances upholding American governance proved powerless to stop him. What’s most worrying, at the moment, though, is the extent to which Trump put at risk the stability of the **United States economy**. His business dealings are not little grifts that are harmless to America. Trump’s most lucrative maneuver – which netted him **$1.2 billion** – came from the cryptocurrency industry. The pro quo from Washington included getting regulators off crypto’s case and plugging the currency into the formal financial system. That is likely to prove immensely costly to us all. Seventeen years since bitcoin emerged on the scene, crypto hasn’t yet found a purpose other than to pay for crime, allow countries like Russia and Iran to avoid American sanctions and provide **volatile assets** for fools and gamblers to bet their savings on – like Dutch tulips in the 17th century, though not as pretty. Trump once said crypto was a “scam.” That was before the industry piled gobs of money into his presidential campaign and, notably, before he took a personal stake in the business. He launched the crypto company **World Liberty Financial** (of which he sold 49% to an investment firm tied to the United Arab Emirates for $500 million) and issued his memecoin **$Trump**, which cost naive, Maga-friendly investors nearly **$4 billion** but netted the president more than $600 million. Trump nixed the crypto-enforcement program at the **Securities and Exchange Commission** – aborting crypto-related lawsuits and investigations – and gutted the unit in charge of overseeing the industry. The **Department of Justice** announced it would pull back investigations and prosecutions of money laundering and other shenanigans against crypto-related platforms. Then, campaign coffers seeded with generous contributions from the industry, 206 Republicans and 102 Democrats in Congress passed the **Genius Act**, which Trump aggressively promoted, that entangled crypto in the regular banking system, where your and my savings live. Banks and non-banks – even retailers like Walmart – can now issue their own **stablecoin**, a type of cryptocurrency, pegged at a fixed value of $1, that today is used almost exclusively to buy and sell riskier crypto assets like bitcoin. Unlike bank accounts, stablecoin holdings are **not insured by the FDIC**. Issuers will guarantee their value by investing all the proceeds in high-quality assets, like treasury bills. The promise is that this will broaden their use outside of the speculative crypto space and allow them to be a payment platform that cheaply executes transactions in real time on a decentralized electronic ledger. This could mean quicker and cheaper international transfers, for instance. The financiers are piling in. As of early June, there were **233 stablecoins** available on the crypto market. **Mastercard** is buying up crypto businesses and accepting settlements in stablecoin. Big banks like Citi and JPMorgan hope to defend their business from crypto upstarts by setting up their own crypto deposit infrastructure and launching their own coins. Brokers are allowing customers to invest with stablecoin. And Trump is pushing hard for swift passage of the **Clarity Act**, which would offer regulation-light legal cover for the broader universe of crypto businesses to issue and support trading in more speculative assets like bitcoin. As Yale’s Gary Gorton and Jeffery Zhang from the University of Michigan wrote: “Some policymakers may view stablecoins as an up-and-coming financial innovation that does not currently pose any systemic risk and therefore believe that the best strategy is to wait to see how things play out. That would be a terrible mistake.” Indeed, to the enthusiasts embracing crypto in the name of technological progress, I have a vintage 2006 mortgage-backed bond to sell you. The “efficiency” case for inviting crypto in from the cold ignores the enormous stress it is likely to impose on the financial system. It’s been almost 20 years since the last massive financial crisis. It looks like Trump and his crypto-funded cronies are happy to engineer the next. As they become established in the financial ecosystem, stablecoins will inevitably draw money from somewhere else, perhaps some foreigners who want dollar assets, but also, inevitably, commercial banks. This may feed demand for treasurys – helping Washington finance its massive debt – but will also **reduce lending** to the real economy. The payment system will be remade as hundreds of different private stablecoins, each with its own risk profile, compete for business. Stablecoin issuers will be tempted to stretch the rules, which require that they invest the proceeds in only the safest assets to guarantee their $1 peg. Many will instead buy riskier, higher-yielding stuff. As the Rutgers economist Michael Bordo pointed out: “There are always new entities that are going to figure out a way to be outside the regulatory net.” The “who owns what” question will invite the stablecoin equivalent of **bank runs**. Even if most issuers invest largely in the safest treasurys, the set-up – opaque, lacking a lender of last resort – invites chaos. As Barry Eichengreen from the University of California, Berkeley noted: “If panicked customers force [issuers of stablecoin] to sell, treasury prices could collapse, sharply increasing interest rates and destabilizing other financial markets and our entire economy.” Rather than allow all comers to issue private stablecoins, the government could ask the **Federal Reserve** to issue a digital dollar, fully backed – like the regular dollar – by faith in the solvency of the United States. The benefits of the new technology could be enjoyed across the economy without incurring the risk of a massive run to topple the system as a whole. The problem with that model, however, is obvious: it would not provide the same opportunity for Trump and his family to rake in another few billion.]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>trump</category> <category>crypto</category> <category>stablecoins</category> <category>financialcrisis</category> <category>regulation</category> <enclosure url="https://i.guim.co.uk/img/media/3ba66ada2cd57e6600bb18623a6eefd07a1e58cf/461_89_3066_2452/master/3066.jpg?width=1200&height=630&quality=85&auto=format&fit=crop&precrop=40:21,offset-x50,offset-y0&overlay-align=bottom%2Cleft&overlay-width=100p&overlay-base64=L2ltZy9zdGF0aWMvb3ZlcmxheXMvdGctb3BpbmlvbnMucG5n&enable=upscale&s=0392b00c399e3c5f7dcfd2a60425ee65" length="0" type="image/jpg"/> </item> <item> <title><![CDATA[DOG Mode vs. BIP-110: The Bitcoin Client That Skips the Vote and Frees Up Millions]]></title> <link>https://www.bitcointoday.app/article/dog-mode-vs-bip-110-the-bitcoin-client-that-skips-the-vote-and-frees-up-millions</link> <guid>dog-mode-vs-bip-110-the-bitcoin-client-that-skips-the-vote-and-frees-up-millions</guid> <pubDate>Fri, 17 Jul 2026 14:01:28 GMT</pubDate> <description><![CDATA[A new open-source Bitcoin client called **DOG Mode** is challenging the stalled **BIP-110** proposal by bypassing consensus changes entirely. While BIP-110 aims to restrict non-financial data on Bitcoin through a user-activated soft fork that requires 55% miner support—and has received **zero miner backing**—DOG Mode takes the opposite approach: it relaxes relay policies without needing any vote. ### What is DOG Mode? Proposed by **Leonidas**, co-founder of the Runestone project and a prominent figure in the Ordinals and Runes ecosystem, DOG Mode would modify two key limits in Bitcoin Core: - **Raise the maximum standard transaction size** from 400,000 weight units to 3.9 million weight units (nearly a full block of 4 million). - **Lower the dust limit** from 294-546 satoshis to just **1 satoshi**. These changes would allow near-block-size transactions to be relayed and free up an estimated **$25 million** in “padding” currently used by Ordinals and Runes to meet the dust limit. ### How It Differs from BIP-110 BIP-110 is a **consensus rule change** that would require a supermajority of miners to activate—support that has never materialized. In contrast, DOG Mode only alters **relay policy**, which governs what individual nodes forward. This means: - No signaling window, no threshold, no deadline. - Only one miner needs to accept such transactions for them to be confirmed. - It works alongside existing Bitcoin Core nodes without splitting the network. ### Current Status As of now, DOG Mode exists only as an **announced initiative** without any code. Leonidas has called for developers to contribute to an initial release and for miners to add support. Meanwhile, BIP-110’s node support remains in the low single digits, carried almost entirely by Bitcoin Knots. ### Market Reaction Following the announcement, **DOG prices** were little changed, down 1.2% in the past 24 hours. ### The Bigger Picture DOG Mode represents a **new frontier** in Bitcoin governance: a client that changes what one node forwards, requiring no one's consent. As Leonidas put it, "Only one of them requires anyone's consent." Whether this approach gains traction or remains a fringe experiment will depend on developer adoption and miner willingness to process these transactions.]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>bitcoin</category> <category>dogmode</category> <category>bip-110</category> <category>ordinals</category> <category>runes</category> <enclosure url="https://cdn.sanity.io/images/s3y3vcno/production/ca4073986b82e35a5d6bd80c2e88a27749ed87bf-1024x576.jpg?auto=format&w=960&h=540&crop=focalpoint&fit=clip&q=75&fm=jpg" length="0" type="image/jpg"/> </item> <item> <title><![CDATA[Bitcoin Bounces Back to $63K as Nasdaq Recovers: Chip Selloff Tests Crypto Resilience]]></title> <link>https://www.bitcointoday.app/article/bitcoin-bounces-back-to-63k-as-nasdaq-recovers-chip-selloff-tests-crypto-resilience</link> <guid>bitcoin-bounces-back-to-63k-as-nasdaq-recovers-chip-selloff-tests-crypto-resilience</guid> <pubDate>Fri, 17 Jul 2026 20:01:35 GMT</pubDate> <description><![CDATA[## Market Overview Bitcoin (BTC) returned to **$63,000** on Friday as the Nasdaq trimmed its early losses, recovering from a dip to $62,800. The broader market selloff in chipmakers initially dragged risk assets lower, pulling bitcoin back from the **$65,000** level reached earlier this week on a soft inflation print. ## Key Developments ### AI Trade Wipeout Hits Crypto Stocks Crypto-related stocks tied to the AI trade led declines. Former bitcoin miners-turned-data-center providers like **Hut 8 (HUT)**, **Bitdeer (DTDR)**, and **MARA Holdings (MARA)** dropped over **7%**. Strategy (MSTR) fell 2.25%, while Coinbase (COIN), Bullish (BLSH), and Circle (CRCL) each lost about **1.5%**. ### Bitcoin's Downtrend Channel Intact Analyst Alex Kuptsikevich noted that bitcoin's reversal attempt failed, with the price dropping back below its **50-day moving average** and returning to the downtrend channel that has held since June. The lower boundary sits near **$56,000**, with support at $61,000 and $59,000. ### Oil Surge Could Reignite Inflation Worries WTI crude oil futures are on track for their best weekly gain since April, surging nearly **12%**. The rebound could revive inflation fears, potentially dragging bitcoin lower after its recent gains from cooler inflation data. ### Other Notable Stories - **SpaceX** in talks with the Pentagon for a computing capacity deal worth billions. - **Trump Media** reportedly pitching a **$100,000/month** fee for faster access to Trump's social media posts. - **Meta and Anthropic** in talks on a **$10 billion** computing power deal. - **Apple** reclaims the most valuable company spot from Nvidia. - **Galaxy Digital** inks a stadium naming rights deal with Texas Tech. ## Market Sentiment Bitcoin is down **2%** over the past 24 hours, with ether (ETH) at $1,815, down 3.5%. The Nasdaq narrowed its loss to **1%** after being down 2.5% at its worst. The Fed meets July 28-29, with markets watching for rate decisions. *Image: Memory chips are the bedrock powering AI systems. (dujin yun/Pixabay)*]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>bitcoin</category> <category>cryptomarket</category> <category>aitrade</category> <category>inflation</category> <category>nasdaq</category> <enclosure url="https://cdn.sanity.io/images/s3y3vcno/production/ec16b0d98820048d0801ef198a8c4e6ca1e6f687-4608x3456.jpg?auto=format&w=960&h=540&crop=focalpoint&fit=clip&q=75&fm=jpg" length="0" type="image/jpg"/> </item> <item> <title><![CDATA[Bitcoin Bleeds $4.5B in ETF Outflows, Citi Slashes Target: Is the Bottom In or Is More Pain Ahead?]]></title> <link>https://www.bitcointoday.app/article/bitcoin-bleeds-45b-in-etf-outflows-citi-slashes-target-is-the-bottom-in-or-is-more-pain-ahead</link> <guid>bitcoin-bleeds-45b-in-etf-outflows-citi-slashes-target-is-the-bottom-in-or-is-more-pain-ahead</guid> <pubDate>Thu, 16 Jul 2026 07:01:13 GMT</pubDate> <description><![CDATA[**Bitcoin** suffered its worst month in two years, plunging 20.48% in June 2026 as US spot ETFs saw record outflows. The price hit a 21-month low of $58,190 on July 1, and Citigroup slashed its 12-month target to $82,000 from $112,000. Meanwhile, leveraged futures open interest dropped by $9.7 billion, and Strategy sold a small amount of BTC for the first time since 2022. The market now awaits the Fed's July 28-29 meeting for direction. ## June's Tough Turn: ETFs Flip from Tailwind to Headwind June 2026 ended up being Bitcoin's roughest month since June 2022, with the price down 20.48%. The defining data point was the institutional plumbing: **$4.5 billion in net outflows** from US spot Bitcoin ETFs. That drain mattered because these funds had been the market's cleanest bridge between crypto and traditional brokerage accounts since they launched in January 2024. Bitcoin's slide didn't stop at month-end, either. On July 1, it touched a 21-month low of $58,190, after starting 2026 above $93,000, leaving it down more than 33% for the year. ## Wall Street Cools on Expectations With flows going the wrong way, Citigroup moved quickly to reset forecasts. In a July 1 research note, the bank cut its 12-month Bitcoin target to $82,000 from $112,000, after already lowering it from $143,000 on March 17, 2026. "ETF flows, an important driver of prices, have turned negative recently," Citi wrote. Citi also cut its 12-month Ether target to $2,240 from $3,175, and it now expects net Bitcoin ETF inflows over the next 12 months to be flat, down from a prior $10 billion call. Its bear case, built on a recession plus continued ETF outflows, pegs Bitcoin at $53,000 over the next year. ## Strategy Sells a Little, and Says It Could Sell More Then came a smaller headline that still landed with a thud: **Strategy (formerly MicroStrategy) sold 32 bitcoin for about $2.5 million** between May 26 and May 31, at an average price of $77,135. It was the company's first bitcoin sale since December 2022, and the proceeds funded distributions on its STRC perpetual preferred shares. As of May 31, Strategy held 843,706 BTC, more than 4% of Bitcoin's 21 million-coin supply, with a cost basis of $75,699 per coin. Its board also approved a framework that could allow up to $1.25 billion in bitcoin sales for reserves, dividends, interest payments, or buybacks. Citi argued the new plan "strengthens liquidity and should provide more time for the company to stabilize." ## Leverage Unwinds, Whales Buy, and the Fed Looms Under the surface, the downturn forced speculation out of the system. **Leveraged Bitcoin futures open interest fell** from about $31.3 billion around May 30 to roughly $21.6 billion by early June, a classic leverage flush. Over a two-week stretch, major holders added more than 270,000 BTC, a sign that longer-term buyers showed up as the market weakened. Whether that marks a durable low or just a pause now rhymes with macro. Federal Reserve Chair Kevin Warsh held rates steady on June 17 and took expected cuts off the table, a hawkish shift traders tied to crypto's selloff. Markets were pricing roughly a 70% chance the Fed holds again at its July 28-29 meeting, a date that could decide whether this bounce has legs.]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>bitcoin</category> <category>etfoutflows</category> <category>cititarget</category> <category>strategy</category> <category>leverageflush</category> <enclosure url="https://static.news.bitcoin.com/wp-content/uploads/2026/07/after-its-toughest-month-in-two-years-this-digital-asset-faces-an-uncertain-path-ahead.png" length="0" type="image/png"/> </item> <item> <title><![CDATA[Bitcoin Nears $65K, But Two Investor Groups Are Selling Into the Rally – Here's Why]]></title> <link>https://www.bitcointoday.app/article/bitcoin-nears-65k-but-two-investor-groups-are-selling-into-the-rally-heres-why</link> <guid>bitcoin-nears-65k-but-two-investor-groups-are-selling-into-the-rally-heres-why</guid> <pubDate>Thu, 16 Jul 2026 14:01:14 GMT</pubDate> <description><![CDATA[Bitcoin surged toward **$65,000** after softer-than-expected U.S. inflation data, but on-chain signals reveal two key investor groups are selling into the bounce, potentially capping further upside. ## Long-Term Holders Capitulating **Long-term holders** (wallets holding BTC for at least 5 months) who bought near last year's highs are using the relief rally to **sell at a loss** rather than hold through deeper drawdowns. This behavior signals a **lack of confidence** in the sustainability of the price rise. ## Short-Term Holders Taking Profits **Short-term holders** who accumulated near recent lows are now realizing profits at a pace exceeding **$4 million per day**, reminiscent of May's selling wave when BTC briefly hit its 200-day average above $82,000. ## Simultaneous Selling Creates Overhead Supply The result: both groups selling simultaneously is likely creating **overhead supply** exactly as the market tries to break higher. Analysts note that "conviction remains shaky" among those still underwater from earlier in the cycle. > "As price rallies toward $66k, LTH realized loss volume is spiking! Cycle-top buyers are using the relief rally as an exit opportunity, locking in losses at a smaller margin than the sub-60k lows allowed." ## Inflation Data: A Double-Edged Sword BTC jumped from $61,500 to nearly $65,000 after June's **CPI came in at 3.5% YoY** (below the 3.8% consensus) and **PPI also missed expectations**. This eased fears of Fed rate hikes, sending the dollar index lower and Treasury yields down. However, some analysts warn the data may be **obsolete**. The 3.5% CPI was driven by a 10% drop in gasoline through June, but oil prices have since rebounded to one-month highs amid escalating geopolitical tensions. > "Markets are rallying on a June photograph, while July develops differently, and the July print will be the first to carry the war premium." – Ryan Lee, Bitget ## Caution Amid Geopolitical Risks Wintermute OTC trader Jasper De Maere also urged caution, noting that while the inflation data is constructive, the backdrop remains uncertain with **U.S. strikes on Iran** continuing and the **Fear & Greed Index** only moving from 22 to 25 (still Extreme Fear). "One soft CPI print against an active military escalation is not the same as a durable regime shift in risk appetite."]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>bitcoin</category> <category>on-chainanalysis</category> <category>marketsentiment</category> <category>inflation</category> <category>profittaking</category> <enclosure url="https://cdn.sanity.io/images/s3y3vcno/production/6d62dea31c05f153f4407ebc45f48ddfab943da6-1280x905.jpg?auto=format&w=960&h=540&crop=focalpoint&fit=clip&q=75&fm=jpg" length="0" type="image/jpg"/> </item> <item> <title><![CDATA[50 Days of Discount: Why Americans Are Paying Less for Bitcoin Than the World]]></title> <link>https://www.bitcointoday.app/article/50-days-of-discount-why-americans-are-paying-less-for-bitcoin-than-the-world</link> <guid>50-days-of-discount-why-americans-are-paying-less-for-bitcoin-than-the-world</guid> <pubDate>Wed, 15 Jul 2026 07:01:13 GMT</pubDate> <description><![CDATA[For **50 straight days** through July 7-8, 2026, Bitcoin has traded at a **record discount on Coinbase** compared to Binance, signaling weaker demand from U.S. investors. The Coinbase Bitcoin Premium Index hit -0.0742%, the longest negative streak ever recorded. ### Key Takeaways - Coinbase logged a **record 50-day BTC discount** to Binance. - U.S. spot Bitcoin ETFs saw **~$6B in net outflows** year-to-date. - Sustained inflows into **BlackRock's IBIT** remain the key signal to watch. ### A Record-Breaking Coinbase Premium Streak Since May 19, 2026, Bitcoin has been cheaper on Coinbase than on Binance for 50 consecutive days, surpassing the previous record of 40 days. This persistent gap highlights a **divergence in demand** between U.S. and international markets. ### What a Negative Premium Says About US Demand The negative premium suggests **U.S. demand is weaker** than global demand. Even as Bitcoin attempted a six-day winning streak, reaching $63,481.62, the discount on Coinbase persisted. ### ETFs Are Echoing the Same Signal U.S. spot Bitcoin ETFs have experienced **$6 billion in net withdrawals** year-to-date, with a particularly harsh stretch in late June losing over $2.6 billion in just 9 trading days. However, Bitcoin and Ether ETFs recently snapped an eight-week outflow streak with a **$282 million combined inflow**. ### The Institutional Tell Investors Keep Coming Back To ETF flows remain the scoreboard for institutional sentiment. Analysts emphasize the need for **sustained inflows into BlackRock’s IBIT** to support a sturdier recovery in U.S. participation. Until then, the Coinbase discount badge is likely to stay.]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>bitcoin</category> <category>coinbase</category> <category>binance</category> <category>etfoutflows</category> <category>marketsentiment</category> <enclosure url="https://static.news.bitcoin.com/wp-content/uploads/2026/07/americans-have-been-paying-less-for-bitcoin-than-the-rest-of-the-world-for-50-straight-days.png" length="0" type="image/png"/> </item> <item> <title><![CDATA[JPMorgan Warns Hyperliquid Deal Could Crush Circle and Coinbase Profits]]></title> <link>https://www.bitcointoday.app/article/jpmorgan-warns-hyperliquid-deal-could-crush-circle-and-coinbase-profits</link> <guid>jpmorgan-warns-hyperliquid-deal-could-crush-circle-and-coinbase-profits</guid> <pubDate>Tue, 14 Jul 2026 20:01:14 GMT</pubDate> <description><*]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>jpmorgan</category> <category>circle</category> <category>coinbase</category> <category>hyperliquid</category> <category>usdc</category> <enclosure url="https://cdn.sanity.io/images/s3y3vcno/production/4ea058b7f62ca56c162d4b89b8cebd1e70f86b38-3500x2333.jpg?auto=format&w=960&h=540&crop=focalpoint&fit=clip&q=75&fm=jpg" length="0" type="image/jpg"/> </item> <item> <title><![CDATA[Saylor Skips Bitcoin Again: $467M Raised, No BTC Buy for Third Week]]></title> <link>https://www.bitcointoday.app/article/saylor-skips-bitcoin-again-467m-raised-no-btc-buy-for-third-week</link> <guid>saylor-skips-bitcoin-again-467m-raised-no-btc-buy-for-third-week</guid> <pubDate>Tue, 14 Jul 2026 14:01:34 GMT</pubDate> <description><![CDATA[**Morning Minute** is a daily newsletter written by Tyler Warner. The analysis and opinions expressed are his own. **GM!** Today’s top news: - Crypto majors are mixed ahead CPI; BTC at $62.7k - Saylor sells $467M in MSTR, doesn’t buy BTC - ETFs flip to outflows as BTC ETFs see $425M exodus - BTC and ETH social media posts fall to 6-year lows - Jupiter announces new gacha platform powered by Collector Crypt (CARDS +20%) ## 🟠 Strategy Raises $467M and Skips Bitcoin for a Third Straight Week **Strategy’s Bitcoin-buying machine stayed in neutral** last week. The company raised $467M by issuing common stock and put all of it toward cash, lifting its USD Reserve to a record $3B. That means **no Bitcoin purchase for the third week running**. The raise added roughly 18% to Strategy’s cash reserves in one move, giving the company more than 20 months of coverage on its $1.76B in annual dividend and interest obligations. So the entirety of the week’s capital markets activity went toward fortifying the balance sheet’s cash cushion. Since its last Bitcoin purchase on June 22, Strategy has generated about $215M from selling Bitcoin, less than half of what this single stock issuance brought in. So **the stock sales are now doing more work than the Bitcoin sales**. Once again, Saylor is issuing common shares to fund dividend payments on his preferred stock. **MSTR holders are being diluted to pay STRC holders**. MSTR fell 4% Monday to around $90.80, down 18% on the month, though it has steadied since hitting a 28-month low of $81.81 in late June. STRC sits at $87.04, still below its $100 par value where it has lingered since mid-May while paying a 12% dividend. And with Bitcoin at $62,600 against an average cost of $75,476, **the 843,775-coin stack is roughly $11B underwater**. The biggest open question right now is—**why isn’t he buying Bitcoin at these prices?** Raising cash to alleviate market concerns and to fund future debt payments made sense when he was mostly depleted, but now Saylor is flush. He’s got 20 months' runway, and more importantly, he’s proven he can just dump MSTR shares whenever to raise cash. So why not buy BTC here 50% off ATH? Certainly any BTC buy in the low 60s makes more sense than buys in the 80s, 90s, or over 100k. So why aren’t they coming? And when will the next buys hit the tape? Hopefully we find out soon. **Or Saylor will have some explaining to do…** ## 🏛️ Democratic Opposition to the CLARITY Act Grows With Four Weeks Left Senate Democrats are hardening against the CLARITY Act, and Trump’s $1.2 billion crypto fortune is (unsurprisingly) the wedge. Elizabeth Warren wrote to Senate leadership on Monday, demanding the bill bar the president, vice president, senior officials, members of Congress, and their families from profiting off the crypto industry. Anything less would be a giveaway to the president and his family at the public’s expense, in her words. On Tuesday, more Senate Democrats including Chris Murphy and Chris Van Hollen are expected to hold a press conference against it, hitting both Trump’s crypto dealings and the argument that the bill weakens financial oversight built after the Great Depression. The vote math is the tricky part here. **CLARITY needs 60 votes**, which means at least seven Democrats have to cross over, and possibly more given the Republican bench is thinner than expected (Mitch McConnell remains hospitalized, and Lindsey Graham died suddenly over the weekend). Trump argued Monday that the Senate should pass CLARITY in Graham’s honor, calling him a big supporter of crypto legislation. Graham was never involved in the negotiations, rarely spoke on the topic, and was the only Senate Republican to co-sponsor a 2023 anti-money-laundering bill that crypto groups called deeply hostile to the industry. So where does this leave us? Less than four weeks remain before the August recess, and everyone involved agrees that missing it means the bill dies in the noise of the November midterms. The industry’s own forecasters have already marked it down, with Galaxy cutting its odds to 50% and prediction markets pricing it in the low 40s. **The core problem is that the harder Democrats push for ethics language, the more they force Republicans to choose between passing the bill and protecting the president’s business interests.** That’s a bad trade to have to make with a hard deadline bearing down. ## 🌎 Macro Crypto and Markets - **Crypto majors are mixed ahead of CPI;** BTC even at $62.7k; ETH +1% at $1,795; SOL -1% at $75; HYPE -2% at $64 - **HASH (+11%)**, INJ (+5%) and ENA (+5%) led top movers - **Oil** +10% at $81; Gold -1% at $4,020 - **Stock futures** are mixed as oil spikes and June CPI data comes this AM; DOW -0.7%, Nasdaq +0.3% - **June CEX volumes** fell 5% from May, while derivatives trading rose by 4% - **BTC and ETH** social media posts have fallen to their lowest level since 2020 - **Coinbase CEO Brian Armstrong admitted Base "messed up" on content coins**, saying they didn't work and that Base pivoted away early this year, with resources now going toward trading, payments, and AI agents - **BlackRock, Goldman Sachs, and JPMorgan joined a 54-firm UK tokenization taskforce** backed by the government, starting with tokenized repo, with a Treasury report projecting up to £33 billion in annual economic output by 2035 - **TeraWulf’s CEO said “not all megawatts are created equally”** in the AI race, stating flatly that “we’re not involved in Bitcoin” anymore as its $19 billion Anthropic hosting deal completes its shift from miner to AI infrastructure company - **SBI Holdings’ blockchain initiative** pivoted to Solana for tokenization and stablecoin issuance, moving off R3’s Corda and bringing the Solana Foundation into its joint venture, with plans including payment infrastructure for AI agents ### Corporate Treasuries & ETFs - **The Bitcoin ETFs** saw $425M in net outflows on Monday, turning July negative; the ETH ETFs saw $15M in outflows - **Strategy** raised $467M in a share sale and skipped a Bitcoin buy for a third straight week, lifting its cash reserve to a record $3B - **Tom Lee’s BitMine** raised its Ethereum holdings to 5.77M ETH, about 4.8% of circulating supply, with nearly 5M of those staked. ### Meme Coin Tracker - **Meme leaders were mostly red down 1-2%;** DOGE even, SHIB -2%, PEPE -1%, PENGU -4%, TRUMP -1%, BONK -2% - **Robinhood chain memes were led by** Cashcat +8% to $180M, WOOD +70% to $15M, Wishbone +45% to $9M - **Febu (+60%), three (+100%)** and Cards +20% were notable Solana movers ## 📈 Myriad Market of the Day ## 💰 Token, Airdrop & Protocol Tracker - **Jupiter** announced a new Pokemon and One Piece gacha platform powered by Collector Crypt (CARDS +28%) - **Pump.fun** reported $5.9 million in weekly protocol fees, burning over $3M of $PUMP as buybacks now offset nearly 15% of total supply, with volumes holding steady despite the Robinhood Chain frenzy drawing traders away - **Robinhood Chain** surged into the top five chains by DEX volume, posting $3.1 billion in the past week, per Bernstein, which holds an outperform rating and a $130 target on HOOD - **Binance US’s CEO** said they are restarting growth after a 2-year regulatory hiatus ## 🚚 What is happening in NFTs? - **NFT leaders** were mixed; Punks even at 32.4 ETH, BAYC +1% at 8.94 ETH, Pudgy -1% at 4.33 ETH; Hypurr’s -4% at 179 HYPE - **PXL NET (+60%) and Squiggles (+10%)** led top movers - **New Robinhood NFT** sets jumped including RH Miners (+1350%) and 8skullz (+340%)]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>strategy</category> <category>bitcoin</category> <category>etfs</category> <category>clarityact</category> <category>marketsentiment</category> <enclosure url="https://cdn.decrypt.co/resize/1024/height/512/wp-content/uploads/2025/05/strategy-logo-x-twitter-2-gID_7.png" length="0" type="image/png"/> </item> </channel> </rss>