3 August 2026 Market update: Bitcoin is holding a familiar range this morning, trading around US$63,500 after chopping between US$62,475 and US$65,100 over the past few sessions. Friday's US spot Bitcoin ETF data showed a US$265.37 million daily net outflow, reversing Thursday's US$233.1 million inflow, though cumulative net inflows remain solid at US$51.32 billion and total net assets sit at US$76.29 billion, around 6.04% of Bitcoin's market cap.   Key takeaway: short-term ETF flows are choppy day to day, but the multi-billion-dollar cumulative base built since launch hasn't gone anywhere.    @ethereum told a different story. ETH ETFs added a net US$9 million on the day, led by @BlackRock's staked ETF product, and over the past 10 sessions Ethereum funds have added US$113.8 million against a US$27.6 million outflow from Bitcoin funds.   Key takeaway: this kind of rotation between BTC and ETH ETFs is a normal feature of institutional positioning, not a signal to chase.   Elsewhere, decentralised exchanges captured a record 24.14% of spot trading volume in July, with @solana's on chain activity leading the pack, and XRP ETFs extended a four-month inflow streak.   Geopolitically, easing tension around the Strait of Hormuz took some heat out of oil markets over the weekend, with limited spillover into crypto.   Key events this week: ·         CLARITY Act's narrow Senate window before recess ·         @circle's Q2 earnings ·         MARA earnings (6 Aug) ·         Concentrated token unlocks (ENA/AVAX/CONX/ZRO/KAITO)   What to watch this week: whether Bitcoin can reclaim its 50-day EMA, which would open the door to a test of the low US$67,000s.   Learning note: An EMA, or exponential moving average, is a rolling average of an asset's price that weights recent prices more heavily than older ones, so it tracks the current trend more closely than a simple average would.   #Bitcoin #Ethereum #CryptoMarkets #ETF @BTCMarkets

The Coldcard situation, explained in under 60 seconds Coldcard is a hardware wallet, a small physical device people use to store Bitcoin offline, away from the internet.   When you set one up, it generates a seed phrase, 12 to 24 ordinary words that act as the master key to your wallet. Every private key it ever uses comes from that phrase. Whoever holds it, holds the coins.   For a seed phrase to be safe, it needs entropy, genuine, unpredictable randomness. High entropy means there's no pattern an outsider could guess or reproduce.   A 2021 firmware bug meant some Coldcard Mk3 devices generated that seed phrase using software-based randomness instead of true hardware randomness, and that randomness had far less entropy than it should. Lower entropy means more predictable. Attackers could work out likely seed phrases offline, check them against known Bitcoin addresses, and sweep the funds when they matched.   Worth noting: longer seed phrases carry more entropy by design, which is exactly why 24-word phrases are considered safer than 12-word ones.   Important distinction: Bitcoin wasn't hacked. Every stolen transaction was validly signed with a real key. The flaw was in one manufacturer's device, a layer built on top of Bitcoin, not the protocol itself. #bitcoin #crypto #security @BTCMarkets

16 July 2026 - Daily market wrap: Cooling US inflation is good news well beyond crypto. CPI at 3.5%, PPI negative, Fed hike odds down to 13%. Cheaper money ahead means mortgages, business loans and growth assets all breathe easier. BTC up 3.6% to US$64,800, @ethereum up 5.3% to US$1,880. Japan just made crypto a normal investment, a flat 20% tax instead of up to 55%, plus a path to spot Bitcoin ETFs. And DTCC, which settles US$114 trillion in securities, ran live tokenisation trades with @BlackRock, @Vanguard_Group and @jpmorgan. Adoption is infrastructure now. Bitcoin's oldest holders have finished a two-year selling cycle, old wallet activity down 50% this year. Less overhang, improving macro. If US$63,500 holds, US$66,800 is the next test. @btcmarkets

Back at the daily updates, refreshed (but slightly sad) from a month in Bali! Straight into it, because the market didn't take a break.   Bitcoin ETF flows just flipped. US spot ETFs recorded US$197M in net inflows last week, ending an 8-week outflow streak. @BlackRock's IBIT pulled in US$292M alone. @ethereum ETFs also turned positive with US$84M.   BTC held above US$62,000 through a week of real macro stress, with oil up 4-5% on Middle East escalation. Resilience under pressure is the story, not the headline risk.   The institutional build-out continues. @circle secured federal trust bank approval for USDC custody. The UK launched a £33B tokenisation taskforce with BlackRock, @GoldmanSachs and @jpmorgan. SBI and @solana are building Japan's first regulated on-chain market.   The takeaway: flows are turning, custody is being formalised, and tokenisation is moving into national policy. Institutions are not just trading crypto; they are building on it. @btcmarkets

21 May 2026 - Daily crypto wrap: Markets faced a challenging week as US spot Bitcoin ETFs recorded nearly US$2 billion in outflows over seven trading days, with US$648.6M withdrawn on 18 May alone. Rising Treasury yields, the 30-year hit 5.198%, its highest since 2007, and sticky inflation data at 3.8% YoY are compressing risk appetite across high-beta assets. Bitcoin traded down to around US$76,500 before stabilising. Despite the macro headwinds, longer-term structural developments remain constructive. @tether consolidated its position in Twenty-One Capital, the second-largest public Bitcoin holder at 43,514 BTC. The CLARITY Act continues to advance with a 75% passage probability following a bipartisan Senate Banking Committee vote, a meaningful step toward the regulatory clarity that institutional capital needs. South Carolina also enacted pro-Bitcoin legislation, banning CBDCs and protecting self-custody rights. @ethereum continues to face structural pressure, trading near US$2,100 with ETF outflows of US$255M. Watch for whether ETH can reclaim key support levels in the sessions ahead. Key level to watch: BTC US$78,000 as near-term support. A return above US$82,000 would signal renewed momentum. @BTCMarkets

18 May 2026 Daily crypto wrap: Bitcoin is holding above US$78,000 despite a challenging week for institutional flows. U.S. spot Bitcoin ETFs recorded nearly US$1 billion in weekly outflows, the largest since January, as rising Treasury yields and elevated inflation data prompted some profit-taking. @BlackRock's IBIT and Ark's ARKB led the outflows, though it's worth noting this followed six consecutive weeks of accumulation. The more constructive signal is coming from long-term holders. Wallets added 316,000 BTC over 30 days, pushing long-term holder supply to 15.26 million BTC, the highest since August 2025. That kind of accumulation during a dip reflects genuine conviction, not speculation. XRP stood out this week, with ETF inflows of US$60.5M, its strongest week of 2026, as the CLARITY Act cleared the Senate Banking Committee 15-9, bringing a federal regulatory framework for digital assets closer to reality. Regulatory clarity has historically been a positive catalyst. Key level to watch: BTC needs to hold US$78,000 on a daily close. A sustained reclaim above US$80,000 would shift near-term momentum back to the bulls. @BTCMarkets

15 May 2026 - Daily crypto wrap: A landmark week for US digital asset regulation. The Senate Banking Committee passed the Digital Asset Market Clarity Act 15-9 with bipartisan support, marking the closest the United States has come to comprehensive crypto legislation. The bill establishes clearer boundaries between @SECGov and CFTC oversight and provides a framework for exchanges, stablecoins, and digital commodity classification. Markets responded immediately. Bitcoin moved above US$82,000 following the vote and XRP rose above US$1.50. On the institutional side, Ondo Global Markets crossed US$1 billion in total value locked across tokenised US stocks and ETFs, with @BlackRock and @Fidelity tokenised treasury funds receiving AAA-mf ratings from Moody's a meaningful signal for regulated institutional adoption of on-chain financial products. Macro conditions remain a factor, with US CPI at 3.8% and PPI at 6% year-on-year. Bitcoin's 200-day moving average near US$82,000 remains the key technical level the market is watching closely. Regulatory clarity, when it arrives, tends to matter. @BTCMarkets

12 May 2026 - Daily crypto wrap: Institutional momentum continued to define the week's narrative. US spot Bitcoin ETFs recorded their sixth consecutive week of inflows, attracting US$622.75 million for the week ending May 8, bringing the six-week total to US$3.4 billion. @BlackRock's IBIT alone drew US$596 million. Total crypto ETP assets under management have reached US$160 billion, the highest level since February. @MicroStrategy resumed Bitcoin accumulation, purchasing 535 BTC at an average of US$80,340, bringing total holdings to 818,869 BTC. @jpmorgan analysts project the firm's purchases could reach US$30 billion across 2026. Beyond Bitcoin, @SuiNetwork surged approximately 50% over seven days on institutional staking activity and strong network fundamentals. CME Group confirmed SUI futures launch for May 29. @circle reported Q1 USDC on-chain volume up 263% year-on-year to US$21.5 trillion. On the regulatory front, the Senate Banking Committee is scheduled to vote on the CLARITY Act on May 14, a landmark moment for US crypto market structure. Key level to watch: US$80,000 remains the critical zone where spot demand has continued to absorb meaningful supply. @BTCMarkets

11 May 2026: Daily crypto wrap Bitcoin has recovered from early April lows, trading around US$82,000 after a 37% move off the bottom. ETF flows remain a key story, weekly net inflows reached US$622.75M, a significant step up from the prior week's US$154M. Long-term holder supply continues to tighten, with approximately 78% of Bitcoin supply unmoved, one of the highest readings on record. @solana has been a standout mover, breaking above US$90 and recording its strongest ETF inflow day since January at US$21M. Open interest in Bitcoin derivatives has surpassed 2025 ATH levels, reflecting increased participation across the market. On the institutional front, @BlackRock has filed for two new tokenised money market funds, and CME Group plans to launch Bitcoin Volatility Futures on 1 June, pending CFTC approval, a meaningful step in the maturation of regulated crypto derivatives. US$80,000-82,000 remains a key zone for Bitcoin to hold as attention turns to the May 14 Senate stablecoin markup. @BTCMarkets